4ever5

4ever5 | Joined since 2017-04-13

Investing Experience Intermediate
Risk Profile Low

Investing journey start in 2017. Was a trader for 3 years, now as a mid-long term investor, focus on dividend stock. Porfolio 2018(30k) 2019(47k) 2020(76k) 2021(170k) 2022(290k) 2023(330k)

Followers

3

Following

0

Blog Posts

0

Threads

295

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
295
Past 30 days
4
Past 7 days
0
Today
0

User Comments
Stock

2 weeks ago | Report Abuse

Readjust my portfolio and added more Danco at 0.445 today. not expecting short term capital gain, buying for long term dividend harvesting.

Stock

3 weeks ago | Report Abuse

KWAP last buying Panamy share on Jun-2021 until yesterday(2-May 2024), KWAP start to purchase Panamy share again. Is Panamy really undervalued at this price $19 ?

Stock

4 weeks ago | Report Abuse

Volume is coming back to this stock, mean some people has been collecting it.
this stock should value at $23 if the next quarter4 can achieve 15-20mil profit. If stock doesnt move up, its ok because div yield is more than 7%. Let's wait and see

Stock

4 weeks ago | Report Abuse

Recent price up has trigger me to sell all my GASMSIA today at 3.60 with 22% capital gain, it took me a long consideration because this stock really stable with high dividend. been holding it for 2 years. My biggest capital gain in this year.
Reason to sold, i found a better dividend stock with potentially capital gain too.
GASMSIA is still a good stock to hold.

Stock

1 month ago | Report Abuse

Finally a respectful teacher, GP Chen has highlight on this stock and i totally agree to him.
Am i still talking to the moon, or you ready to join me?

Stock

1 month ago | Report Abuse

Quietly bought in this stock at 2.14 on 26th March. Looking forward upcoming dividend announcement.

Stock

2 months ago | Report Abuse

Just found this stock, put it into my watchlist. cash-rich, stable dividend payout and growth in profit which lead to high dividend.
but current price $1.83 not so attactive. waiting for a correction to enter.
Congrats those who enter 2months ago around $1.50 .

Stock

2 months ago | Report Abuse

i just sold all Powerwell shared at 0.42 (purchased price 0.30). Although last closing price is 0.45.
I have gain approx 35% capital gain in a month.
At first, i bought in powerwell for dividend harvesting in long term. but recent price surge, i decide to take profit instead of harvesting the dividend.
fundamentally, powerwell is a good company with cash-rich. There is only one risk to take note, the current order book is 70m(shared by M+ research articles on 20th March), Q3 itself was fantastic 67m revenue. It means their orderbook might sustain for another 1-2quarter (revenue 30-40m per quarter). I hope powerwell will announce new big project award, else it doesnot look good especially recent price surge.
Will come back when this stock is not so crowded with a proper entry price.

Stock

2 months ago | Report Abuse

At current price 17.84, i think the downside is really low, this is a defensive stock and it require a lot patient to wait. It may take 6-1years with the support of good quarter result to reflect its TRUE value. Invest this like putting in FD but with better rewards. Happy investing =D

Stock

2 months ago | Report Abuse

Go through past 2 years quarter report again, note that the PB is only 1.38 which indicate 40% discount ratio compare to 5 year median PB. ROE is standing at 10. One good sign is the cashflow has become positive since 2023 and current high interest rate will lead to higher finance income. There should be no restructuring cost incur for upcoming QR because of the termination on rice cooker. My bold prediction is that Q4Y23 profit around 20mil. Once investor realize the dividend is high with positive cashflow, this stock will finally move. i am so bullish and excited to wait for next QR. I have consistently collecting this and it take 30% of my portfolio now.

Stock

2 months ago | Report Abuse

This stock get my attention for potential resume good dividend. Hope upcoming QR is good.

Stock

2 months ago | Report Abuse

Danco should be fairly price at 0.47. look forwards upcoming quarter, hopefully it keep growing while enjoy 5% div.

Stock

2 months ago | Report Abuse

i bought in 0.30 a week ago, planning to hold long term for dividend, then this stock shoot up 30% in a week time, value at 0.390, Sold partial and will re-enter when there is small correction.

Stock

2 months ago | Report Abuse

If someday this stock announce dividend, definitely the valuation of this stock is different. lets see.

Stock

2 months ago | Report Abuse

Board of director wont bother to payout dividend because the directors prefer to reward themselves through remuneration. In 2022, annual profit is 109m. 40m was paid to the directors for remuneration/salary. Come on, 40mil, dont sound crazy? You can check this in their annual report. So there is no reason for them to announce dividend payout to reward investor like us. but i was looking forwards in recent quarter because their profit break all time high. however, It is quite dissapointing that no dividend was announced. thats the reason i sold it after recent quarter result released. I bought in price was 90sen in August 2023, decide to sell it because it no longer fit my criteria to hold this stock, which is no dividend.

Stock

2 months ago | Report Abuse

Just bought in at 30sen today, buying in batches until the next quarter result.

Stock

2 months ago | Report Abuse

Boring and steady with high dividend.

Stock

2 months ago | Report Abuse

BReak new high revenue ! nice but why never reward investor with dividend. else i would buy in this stock.

Stock

2 months ago | Report Abuse

Continue collecting it at open market tomorrow at $18, cheers. Secure a 7% dividend stock with potential capital gain.

Stock

2024-02-25 16:39 | Report Abuse

Not a shareholder of this company,just yet. But in my POV, the most recent Q3 report surge high profit is because of bangladesh one time solar project worth of 40m sales. This is the reason why the stock price did not limit up as some of you expect.
And this company is relying on new project, dont have big customer to rely on repeat sales. So you must not ignore their current order book which determine the following quarter. And if no big project announcement in near term, it would signal sell to investor. The current order book for this company is not high in my opinion.
On a good side, the company is generous for pay dividend 1.4sen. Continue monitoring especially people are speculating and frying up this stock.

Stock

2024-01-18 23:30 | Report Abuse

Hi, just bought in Danco today at 0.435. Plan to hold long for dividend and potential growth.

Stock

2024-01-18 23:10 | Report Abuse

Added my position in Gasmalaysia for long term dividend.

Stock

2024-01-18 23:08 | Report Abuse

I am no longer holding Shangri-La. cutloss at $2.48. it was a pain cutloss but manage to recover the lost from another stock.
For your information, people are worry that Q4 to have impairment lost due to asset devaluation on their Myammar business. And one of their big investor,ABRDN resume selling.
If you are still holding, just continue holding, no point to panic sell now.

Stock

2023-12-30 14:56 | Report Abuse

https://www.coolingpost.com/world-news/panasonic-opens-ac-rd-centre-in-malaysia/
to all the investor who interest to read. Management are expecting a new product water-related launch in 2024, i personally think it is water heater since they build this huge R&D lab for it.

Stock

2023-11-23 22:38 | Report Abuse

OKay, i collected again at $17.90 yesterday. see you in 2024

Stock

2023-11-19 15:58 | Report Abuse

I have been holding Hupseng for 5months now and will continue holding long position. Topped up Hupseng at 80sen, average holding price 71sen. Looking forward the upcoming dividend announcement in next week.
In my opinion, Hupseng is still undervalue at current price 81sen.

Stock

2023-10-15 00:13 | Report Abuse

Early October,add up again at $18.5 to average down the cost. . Good time to collect during bad times. and this stock will definitely comeback when market is good. trust the past track record.
i will come back when it happen to drop to $16.

Stock

2023-09-10 23:18 | Report Abuse

Thanks Fortunefire for the link sharing, it is an interview with Hupseng excutive director.
Here are a summary for my own reference and to all,
Hupseng raised their biscuit price in 2022 by 8%, but see sales affected on Q2Y22 due to price up, losing some market share. But in 1HY23, they are getting back the market share.
Company is confident to maintain a healthy profit margin, considering the raw material has stabilized now. Their target for 2H is to maintain double digit Profit Before Tax.
Company has a high pile of cash, their planning is to invest 2 new biscuit oven which cost around 19million each. and the remaining, it keeps to ensure the dividend payout to investor.
In recent years, Hup Seng dividend payout is around 100%, but it does not affect the company cashflow. The management has no plan to aggressively expand their business as the executive director said Hupseng is liked by investor and institute of its sustainable high dividend yield.
Asking whether the company is fairly value at this moment, the director refuse to answer. Rather she would want to focus more on the biscuit product quality as a core.

Stock

2023-09-05 18:42 | Report Abuse

Bought in today at $21.00
Collecting it for long term dividend payout

Stock

2023-08-29 20:51 | Report Abuse

KSL is like playing monopoly game, earn profit and use it to buy more lands and repeat cycle.
It has keep rolling the ball bigger and bigger. that is why, now their quarter report is so fanstantic and going to break the record revenue+profit of 2014.
We can see more investor is recognizing KSL result and it will keep going, so be lucky to be part of the boat and sail together.

Stock

2023-08-29 20:42 | Report Abuse

At the cashflow portion, net increase/decrease in cash, -6.3m. Is this not negative cash flow?
Anyway, i sold it already, i do hope for the best GFM have healthier balance sheet and i will come back for this.

Stock

2023-08-28 21:09 | Report Abuse

The QR is not so good TBH. but i am still holding it because i think it wont drop much further.
July is China Summer holiday and our government already expecting full force of China tourist is visiting Malaysia begin in July. So we can expect a much better Quarter 3 result.

Stock

2023-08-28 16:45 | Report Abuse

I guess Gasmalaysia will hover around rm3, any futher drop might signal buying opportunity. happy one year anniversay to me holding Gasmalaysia haha

Stock

2023-08-28 16:42 | Report Abuse

top up today at 70sen, happy holding everyone.

Stock

2023-08-28 16:37 | Report Abuse

I been holding this stock for almost a year and average down to 0.20.
it is hard for me to let go this stock but today i had decided to sell it all at 0.20 for 2 reason.
1. My buying point on GFM is no longer true. Initially i bought it because of the JKR project that i hope it can boost the profit and eventually better dividend. but on recent QR, i found that some of the project has completed(no renew) and the profit is only sustain thanks to JKR contribution. its abit disapointment as there is no new project to further boost our investor confident.
2. Second reasono, there is a dividend announce on recent quarter, Y23Q2 of 0.0018 sen. It looks good to me at first, but if you look into the quarter report, the cashflow is actually negative but yet company still announce dividend which concern to me. It means that this dividend payout is non-sustainabe. Thing might get worse if later GFM do private placement again to collect money from us.
I am just sharing my 2cents, at this current price 0.20, the downside is not high but i dont see upside and decide to switch to other stock for now.
Welcome anyone to share his/her opinion as i will continue monitor this stock too.

Stock

2023-08-27 23:17 | Report Abuse

A stock that i trapped myself for a year with lost, but continue to average down this stock.. hold long as long as continue giving dividend.

Stock

2023-08-27 23:15 | Report Abuse

Hrm.. Recent QR release, what do you guys think?
The profit is same as last quarter, but if you look into the report, actually there is forex gain of 1.2m, so actual profit is 6m compare to last quarter 7.3m. so it doesnt look good actually, but good thing is the dividend still maintain 2sen.

Stock

2023-08-24 21:32 | Report Abuse

i havent buy in this stock yet, hope it drop to 1.5 and i feel more comfortable buying in.

Stock

2023-08-24 21:28 | Report Abuse

Cant wait for the upcoming QR result. Hope it can maintain the profit

Stock

2023-08-24 20:52 | Report Abuse

in 2015 where property sector at its peak point, KSL share price was rm2 where total 4Quarter profit around 300m, number of share is 960m.
in 2023, KSL share price is undervalue at 90sen where 2Quarter profit already 200m, number of share still maintain same is 1000m. Conservative prediction, assuming next 2 quarter no growth, maintain 100m per quarter, 2023 end at profit 400m, which break the revenue and profit of all time (2014-2015)
So how much this stock price should be valued by now?

Stock

2023-08-13 18:04 | Report Abuse

GFM is in sideway for almost half year

Stock

2023-08-12 16:51 | Report Abuse

This stock get my attention after it released the Q1 report with record earning. Go through the report, they have piles of cash on hand, just wondering will it start giving dividend to rewards their investor. if it will, it worth digging deeper into this stocks.

Stock

2023-08-12 16:45 | Report Abuse

im making assumption on the dividend if the profit recover back to pre-covid time. considering the number of share never increase over the years, 6sen diviidend per year is not an issue for hupseng with the cashbalance on hand. on a side note, 6sen means the dividend payout of 100% from the earning. i think its ok, anyone invest Hupseng should know it is not a growth focus company. What i want highlight is the current price is undervalue to me.

Stock

2023-08-12 11:22 | Report Abuse

Hupseng has raise their pingpong biscuit price by 10% in 2022. and the earning only start reflecting in recent quarter because in last year 2022, the price increase is to fight against the inflation of raw material cost (Wheat and CPO). now that the CPO price start dropping in August 2022 from 7k to current 4k, this has significantly improve hupseng raw material cost and lead to better profit margin. If hupseng able to maintain the profit for another 2 quarter, its revenue and profit is same as 2020 where price is 90-95sen with dividend 6sen.
Even if the price does not rise back to 90sen, considering current price 69sen with 6sen dividend, equivalent to 8.6% dividend yield. so why not?
Hope this info can be useful for those who just newly invested in hupseng like myself.

Stock

2023-08-12 11:05 | Report Abuse

I like Mi this company. But Goody99, did you really go through their QR report? there is a unrealiazed forex gain of 15m. So the actual profit is around 7million and compare to last year Q2, the net profit is really drop by 50%.

Stock

2023-08-10 20:43 | Report Abuse

Guys, i hold scicom for 2 years and I sold Scicom in last month. Reason is i feel uneasy and uncertain with this AI that might affect scicom. Hope someone can enlighten me on this.
In the begining of this year, i ever said Scicom should not be affected by AI as it seem like a short term hype, but seeing too many big company focusing on AI through this year, that bothers me.
But i really love this dividend stock. For now, i choose to shift to other stock that pay similar dividend with more certainty and stable. I will come back if Scicom able to grow or at least maintain the profit in coming few quarter.
Appreciate if anyone could share his/her 2cents here.

Stock

2023-08-10 20:31 | Report Abuse

Decided to buy in hupseng at 0.675 after recent quarter release. It should be a good dividend stocks to hold for long term.

Stock

2023-07-23 22:14 | Report Abuse

Has been awhile since last time login here. Hi all, happy investing and holding gasmalaysia.

Stock

2023-04-23 16:49 | Report Abuse

this is a boring yet my most invested stock. Just check in here to say hello investor.

Stock

2023-04-23 16:48 | Report Abuse

RGB announce dividend really hook my interest again in this stock as a dividend investor. Although it is not a fat dividend, the company is at least confident with the upcoming earning in FY23. lets continue monitor