iphone sales in China is positive for INARI. manufacturer(s)contracted with iphone & China Mobile will benefit from their sales pick up. China market is very big . maybe 15 to 20 Million additional units. consumers are pricky in china. they tend to go for branded manufacturers ( if they can afford it) look at young ladies whether in Beijing, Shanghai or smaller cities like Dalian , Chengdu all carrying the latest playthings.

fundamentally, INARI share base is small. it's needs to buffer up before transfer to main board. Most funds are not allowed to invest in ACE. limitations will be lifted once upgrade to main board. in addition, existing shareholders will benefit if there is a bonus split before transfer. happy trading

fundamentally INSAS is undervalued per see. if their reported earnings can be sustain into the next quarter. then the price rise (upward momentum) is justified.

INSAS and other related counter ( eg. INARI ) will attract potential suitors based on the low share price( tangible assets )Dato Thong is an experienced old hand at stock trading. He needs to push up their prices to prevent any unsolicited take over.

this is part of the rationale why INSAS and INARI shares attracted so much interest. if he is not careful (funds manager may make a buy out ) on INSAS or INARi. remember Dato Thong is only holding app 20% -30% of the company shar. If other funds manager combined their shareholdings, their percentage may rival Dato Thong interest.

last but not the least INSAS is holding cash reserve in excess of RM 150 million. this is real tempting bait. happy trading

rumors of bonus issue ( before main board transfer ) is fueling the up trend. nonetheless, there is no smoke without fire. happy trading

rumors on bonus issue ( strong possibilities ) before transfer to main board
happy trading

very informative on the planters background. thanks

possible announcement of (inari)main board transfer together with their 3rd Qtr result. prices will move up if ? bonus is throw in together with their announcement

possible (inari) announcement of their main board transfer together with their 3rd Qtr result. hopefully prices will move up

we all shared their families grief. although MAS is trying their very best but i personally feel that the AIRPORT should cut out all those shamen and bomoh business. The whole world is waiting & watching us yet the authorities allowed these people to have their 5 minute of fame

the jailing of Anwar will push the BN (Chew) to the wall. she will have a tough time facing Wan Azizah. Sympathy votes 100% goes to Kak Wan.

TSH will benefit from the JV.

agreed.whether to buy, hold or sale is our own decision. we cannot blame anyone.

futures trading ? high risk but highly profitable. not advisable for the man in the street.you may win initially but when the market turns ! you will be hit hard.this is strictly my personal opinion

money is like oxygen. without oxygen we died, too little we suffer brain damage, just have the right balance ( we breath easy ). like wise any extra or surplus funds we can use to help the less fortunate

plantation sector underperformed compared to O &G, construction and property counters. hopefully, things will changed when CPO prices spike up. The big cap are more or less fully valued . i personally will go for the mid cap counters. TSH or kretam . this is my personal opinion. happy trading

Mr Koon ? what are the date(s)you are in Kajang

sori for interrupting the party. last year hap seng fertilizer division lost a substantial amount ( negative margin ). fertilizers prices (MOP)tumbles because of the cartel breakdown. MOP prices tumble from RM 1,500/per ton to RM 900/per ton.

i prefer the lower liners eg Day or Sona for my O & G exposure

Always buy at your own risks. we need to be fair to Mr Koon ( sharing his ideas) does NOT meant you need to follow his style. Cheers to everyone reading this blog. make money and stay healthy

Mr Koon., there is NO right or No wrong. whatever we buy , hold or sell is our own responsibilities. we cannot blame you or anybody(else) for what decision we made. thanks for sharing all the traits you mentioned.

Cheers to the new year. New energy, new vitality in the year of the HORSE

Mr Khoon. you cannot please everybody. do whatever you feel is correct. one man's meat is another poison. just keep us posted on your investment ideas.

Thanks Mr.Khoon for sharing his investment ideas. nonetheless, i believed everyone has its own style and risk tolerance.
the focus is now on O & G, construction counters maybe (later)
plantation stocks will be in the limelight.

Yes. Mr Khoon (JT) is cheap if you are prepare to hold it. But recent development by Wilmar on peat soil (palm) planting may affect affect JT ( and other Sarawak planters).

Nobody is right or wrong but only you yourself can decide. Nonetheless thanks for sharing your reason for your JT investment. Keep up the postings
& your views on the market

latest updates - Barakah added by Arena, CIMB & Maybank (O& G) small cap counters. Petronas awards for local O&G Co's. Barakah strong contender for other additional projects (apart from the Peninsular T+I) awarded recently. Looks like counter have more legs to run. This is my personal assessment

Barakah is a different Company headed by Management. Their core business is also different from Vastalux. Vastalux sold their listing status to Barakah. Barakah is a tie 1 (VDP) with Petronas,

Vastalux shareholders completely cut off from Barakah take over their listing status. more information can be obtained from business times prior to Barakah listing in October. happy trading

most likely another positive development ( corporate announcement ) in February . just hold your horses - let its ride

stanley thai openly supported PR coalition. EPF has no choice but to follow- follow instruction

CIMB has made a buy call on Barakah ( wild cap ) at their open day. Their forecast year end (bullish) target of 2,030 . happy trading

to be honest. not everyone can lives to 80's or 90's. however, to save and invest over 10-15 years period( is good ). most of us started to invest only after 40's + 10 years = 50's .

enjoy what you can afford. after all life is short. not everyone can be a billionaire. happy trading

saudi project is still not confirm but nonetheless the T&I contract from Petronas is substantial. hopefully, more good new will come. more upside to come . this is my personal assessment. happy trading

Daya needs to be patient. December is x'mas season. santa claus is in town

players (contra ) position always get burn first whenever the market turns. nonetheless, hopefully tomorrow will be a better day. Cheers

diversification works (if you have deep pockets ) and invest long term ( meaning ( 1 to 2 years )holding powers. for the average players ( average 6-8 counters ) is sufficient.

maybe 1-2 banking counters, 1-2 property counters , 1-2 plantation counters plus 1-2 trading position. market plays on themes. this is just my personal opinion.

Insas ( major shareholder )is trying to buy back shares. current price valuation is low compared to their assets. be patient it's take time for INSAS to built up a solid rebound. happy trading

try to get a balanced views on the market but do not belittle. whoever makes money (is good) but just be professional. Please do not run down any counters (for personal gain). people reading the blog might not like it. this is my personal viewpoint. happy trading

very good article. do not blame others for your own dilemma (or lack of progress ).

insas - be patient. waiting for next corporate moves

i owned a used C200 Mercedes ( 2003 Model ) compared to a newer Camry / Accord ( 2012/2013) . anytime for safety the C200 is still a better choice. and in addition the C200 is half the price of the Japanese model

interesting & good write up on Soh Chee Wen.

DAYA price will move up. waiting for the breakthru

Mr Koon thoughts on JT is highly interesting. Nonetheless, the forecast is on the Company future performance ( i.e.next 3-4 years ) we need to be aware of the future changes( eg. Company Management, demand and supply etc ) which will have an impact. Buy at your own risk and do not blame anyone. Once again, thanks for sharing your thoughts

RPGT is a regressive tax hurting genuine buyers and speculators who flipped their property. irrespective of the locations (whether in sabah, pahang, johor or FT ) it's applies across the board.

interesting article (alternative views)against the government official statistics. China may tweak it's economy to avoid any hard landings given the size of the country. whereas Malaysia limitation (eg high debts has less room for the country to provide strong economic adjustment ) against any economic fall outs. Nobody likes to have a economic bubble in it's own country. Not me !

everybody will be hit by GST. initially 6% later raise to 10% than we know the impact. Don't question now later no more chance to ask why?

K.seng is cash rich. their family will not sell. most likely they will undertake the development on their own

the NGO's has hidden agenda against oil palm growers. (Indonesia) ticked off the Western NGO's. Before we can take care of the orang Utans we need to take care millions of our own orang Miskin.

Western NGO's are biased against ASian countries. look at their own countries. All their forests have already make way for Industries in the early 50's and 60's. Now they are telling (Asian) countries do not developed and restrict the land usage.


We need to have a balanced view of development. What's the NGO's says is not gospel truth. Look at China. NGO's have years complained China on many issues. China struggles thru the 60's and 70's. until Teng open up China thru their new economic policies. Western countries shun China.

China appeal to their overseas Chinese (Wah Chiao) to answer their call for development. Who responded Not the western NGO's but people like Robert Kuok , Li Ka Shing, Henery Chao and many many overseas Chinese investor.

This is my own opinion and nothing personal against the NGO's.

winning is everything. what's others thinks is immaterial. what's UMNO delegates think is important. UMNO election is more crucial than GE elections. think !

long term investment has changed. we need to accept our risk tolerance.is it 6 month,1-year or 2 year time frame ? most of all know the industries. buy the shares only you understand their operations

quite true. but nobody like to lose money. maybe we can changed the header " how much excess cash you have " to invest without bothering the market directions

supermx needs to hold. still cheap compared to topglove, kossan or harta. qtr result within consensus. this is my personal viewpoint. happy trading