Jason Tan

jasontan007 | Joined since 2017-12-13

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

28

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
28
Past 30 days
0
Past 7 days
0
Today
0

User Comments
News & Blogs

2022-03-13 21:27 | Report Abuse

Because Tycoon got more to gain if he wins where else we all get RM30 and funding for TARC get cut.

Stock

2021-10-26 21:27 | Report Abuse

what happened to this counter?

Stock

2021-09-01 09:43 | Report Abuse

even food court close lah. everybody knows the rental in KLCC is ridiculous. How long will the others continue to stay? After MCO once contract works can resume most retailers who cant bear it will leave. Mostly the tenants in KLCC are High End clothes brand and high end watches are these reflective in the covid era pandemic wear? Besides the high end clothes stores and the high end watch stores which mainly targets foreign tourist what is there in KLCC that you cant get in other malls? What other attractions are there in KLCC during a covid period?

Stock

2021-08-27 09:35 | Report Abuse

"KUALA LUMPUR (Aug 26): Malayan
Banking Bhd (Maybank) said it does not
need a digital banking licence as it is technically already a digital bank, thanks to the
technological investments it has made since
2014 in innovating its services. ".... dont understand this CEO he should apply nvrtheless to block competitors from going into this industry.

News & Blogs

2021-08-25 17:54 | Report Abuse

next time we end up sending our kids over to Indonesia to work. Already happening for most plantation companies. The sales from Indonesia bigger than Malaysia. Sigh, the political crisis aggravated the matter.PH Admin was bad during their reign. I can still remember FM RM30, 1 spoon a day minister, black shoes education minister, Kari Ikan Minister, flying car minister... damn we dont have any body else good enough to lead the Nation???

News & Blogs

2021-08-22 18:07 | Report Abuse

This lady useless. in government ask us all to drink 1 spoon of oil palm a day. Hopefully she doesnt return to Govt

Stock

2021-06-29 08:14 | Report Abuse

why up? dont understand during mco?

Stock

2021-06-15 19:53 | Report Abuse

die lah which business can close for more than 5 months? this is mco 3.0 remember early the year got mco 2.0... govt basically saying good bye to Genting... we dont want you... go die...

Stock

2021-06-10 11:09 | Report Abuse

GENM likely open in December 2021... source :MAYBANK INVEST

News & Blogs

2021-06-08 16:40 | Report Abuse

very suspicious dealings... sorry to say but it looks fraudulent if you ask me. KPMG just doing their job.

Stock

2021-06-01 12:26 | Report Abuse

Bodoh ini you ingat trading vaccine like trading shirt on shopee kah? KJ got mention already. How can the Margin be razor thin? this is specialised product... but anyhow my limit up already... i reached my profit target and sold off... Goodluck to those who r in the game...

Stock

2021-05-31 18:05 | Report Abuse

Yes from calculation of NPV should be RM5+RM7 = Rm12 TP.

Off course this is assuming everyone goes for Sinovac lah.

Bloody monopoly company.

Stock

2021-05-31 15:27 | Report Abuse

Took some profit... see you guys after MCO

Stock

2021-05-31 14:18 | Report Abuse

Based on latest Quarterly report for Pharma: 1) Supplying 10mil shots of sinovac (we know govt of selangor selling at RM380 per shot to companies so imagine revenue for pharma will increase by RM3800mil (RM3.8billion) 2) Profit : Sinovac at most cost USD14/shot (RM120 for 2 shots) but Selangor sell for Rm380 for 2 shot and claim is their cost price? meaning pharmaniaga charge Rm380???? Like that profit is almost 68%. Say we take conservative profit estimate of 50% the initial 10 million shots of sinovac will boost profit of RM1.9billion? Dont you think will certainly boost share price so long as got demand on vaccine 3)Some more ramping up of 2mil to 4mil doses a month under National Pharmaceutical Regulation Agency 4) Potential new business in Halal Vaccine Project expected in 2024.

If back of envolope calculation of RM1.9billion/261million shares the NPV = +RM7.26

Wouldnt the share price increase by at least RM7? Please let me know if correct?

https://newsinfo.inquirer.net/1384867/sinovac-jabs-varying-prices-raise-alarm

News & Blogs

2021-05-11 12:31 | Report Abuse

sudah lambat lah... harga sudah naik tinggi.

Stock

2021-02-23 13:12 | Report Abuse

newbie2y thanks makes sense. Ini semua i-sinar punya pasal... anyway i am holding.. i see much upside on this for future. Earnings Yield is bearable. and so is Dividend Yield.

Stock

2021-02-22 18:48 | Report Abuse

now everyone talking about inflation. If AXREIT is a property play shouldnt it be good for them if got inflation?

Isnt it INflation comes first before rate hike?

Of course if you say cycling out of REITs to Tech stock than not sure lah

Stock

2021-02-22 18:45 | Report Abuse

why keep on falling ? any idea? Should be doing well since Industrial hardly affected

News & Blogs

2020-11-21 09:38 | Report Abuse

Few reasons this notion that more gloves will be used:-

1) who has gone for jabs in hospitals? do you see the doctor wearing gloves when injecting during covid period?
2) If u wear gloves and hold syringe it will be slippery.
3) THere is something called @sanitisers why waste Rm1 per disposable glove when you can use sanitiser? you think govt/hospitals/clinics now got so much money

Please use brain before coming out report... institutional investors and KYY is manipulating you so that you buy the overpriced glove stocks.

You dont believe me go take a flu jab in any hospital and observe whether they got wear gloves!

Stock

2020-11-17 19:11 | Report Abuse

tough industry especially with current govt. if not this year next year. if not now later. better avoid the industry for the time being.

Stock

2020-11-17 07:36 | Report Abuse

3 reasons for the increase - 1) GENS results 2) Vaccine news 3) recovery play > My target price to at least RM3

Once border opens will be higher - return of tourist to GENM
Maybe will have revenge tourism?

Risk
- Politics how to compare msia to singapore? come on our budget 2021 also dunno if will get pass
- vaccine execution? logistical nightmare? how to take
- RPT- GENM has history of lousy RPT

Stock

2020-11-04 18:34 | Report Abuse

Rock & Roll _ if MV is deadmall than a lot of malls will die first before MV. MV is still strong just a matter of time to fill up.

Stock

2020-11-04 14:16 | Report Abuse

why now EPF sell this stock?
I thought this will be good stock to buy now?
EPF knows something or epf sell to pay RM10k per pax fro Budget 2021

Stock

2020-11-03 15:28 | Report Abuse

expectation will be increased in excise taxes. Budget 2021... govt no money now need to tax to pay the goodies expected.

Stock

2020-09-23 13:09 | Report Abuse

sell thanks... come back another day.

Stock

2020-08-14 07:47 | Report Abuse

lucky i already sold this stock since the PN govt took over. The cream de la cream is coming with the coming Budget... PAS only knows what they will do to the sin industry... surprised by the loss though. I thought people drink more during bad times... thats why a lot of mabuk accidents.

Stock

2017-12-13 08:01 | Report Abuse

Csi now at 77x low in 3Q according to MIER. If it improves to 100x in 2018 wouldnt the profit increase? But of course may be already priced in. Not sure too. Any expert advice?