Wondering aloud. If one just pick the top ten stocks from the list and invest equal amount in each stocks at the beginning of every years, what would be the portfolio performance over the last 3 or 5 years?

Dan, pls share file to email alexlee@ymail.com

I love that stock although i do not drink. However, I think Pentamaster International is currently the most undervalued stock in Greater China Markets. The competitor in the same ATE business, Suzhou HYC is trading at 41 times PER.

Yes, this is a good company. Yes, the long term outlook is bright. But we must face the fact that it's a down trending stock, take time for trapped short term traders to fully sell down. Picking bottom can be highly profitable but need two bullets - strong stomach and patient money. If your definition of risk is permanent loss of capital, then this can be low risk high return opportunity. If you do not have the two bullets, temporary loss can turn into permanent.

Low commission, good. High commission, BAD. Even a 2 year old understand that. The intelligent of our journalists are.....The integrity, hopeless.

A commodity business. Lowest cost producer is the winner. Masteel look interesting in that aspect. But many other variables were not included in the model. Still a great model nonetheless!

Thanks for clarification Valve. What is your estimated bottom line impact on Q3 assuming PPHB account for the 15% share allocations

A packaging business diversified into property development. Long term single digit ROE. No dividend but generous share allocations to CEO and his relatives. Warren Buffett type of business?

Revaluation might have tax consequences. Most effective measures to change market perception is dividends. No need a lot lah as now is the time to reinvest for the future. But dividends will send a strong signal to the market that HY is no typical red chip. I know market is wrong to perceive HY that way but things are the way they are

I am not joking. I am a Malaysian based in Shanghai

Make no difference to Hengyuan as engineers pay are higher in China

Shell is not as civilized as 1MDB loh. One of the conditions for the Buyer is no retrenchment and benefit cuts for the existing PD employees. With that kind of conditions, not easy to get Buyer

Aiya, no scheduled and unsecured shut down in Q3. Crack spread high. No need to look for buyers as contractually Shell Malaysia will take all products. Surely Q3 results new record. Even put a joker like me to manage the operation results also phenomenal.

May be we should upgrade our online behavior and get Cold Eyes & Prof Neoh to come on board I3 too?

After missing for so long. OTB appears again in 3i! Sometimes I like and follow his recommendation and sometime i do not. But i always grateful to have more heavy weight investors sharing their opinion on a open platform that everyone can access. It is good for investors and the market in general. Hope to see OTB pieces more often and thanks for sharing.

Crack spread option is trade in Singapore Future. Q3 already pass. If you look at crack spread over June to Sept, it increased more than 20% over Q2. So Q3 all refinery will do well regardless of Chinese, Indian, Malay or Malaysian.

Did anyone attend the AGM today? Please share some takeaway from the meeting