Why is DKSH undervalued ah?

===
Posted by Flintstones > Dec 20, 2018 09:54 AM | Report Abuse

If no growth, it will stay undervalued forever like Insas

This VT is bleeding this co dry.

His SEM stake is so bloody overvalued. If he gets BJCORP to buys it, really is steal chicken.

Takeprofit,

Good luck, see you on the other side. Move forward, with caution!

I hope its not just fake rebound. But SCAM rebound. Drop to RM3 for me see. Hahaha

Can't tahan, topped up at 6.11

Lai laio. At this price. Very tempting along with many others.

I would not mind if this co drop to 10 sen. Tbh, position is still very small at 1.1% but i wont mind buying more and averaging down.

I have some things i dont quite understand, but given the price, it looks pretty good.

Yeah quite so. Every time someone tells me a business is cyclical, i have to ask. Find me a business that is not cyclical.

Even coca cola sales also drop in a recession. What is cyclical and what is not?

The question is not if the company is cyclical anot. But the economic characteristics of the company.

Having said that some companies do tie alot tighter with economic outlook, and coupled with high debts. Becomes EXTREMELY volatile. In bear, go down to hell. In bull, go to heaven.

Just look at annjoo, masteel etc.

Haha but definitely. When the prices keep dropping, i sometimes wonder if i missed out on anything.

The last few days, i've been printing out my annual reports and reading them properly. Hug them all to sleep afterwards!

Spending alot of time rereading my research, getting contrary opinions etc.

Quite happy with what i bought and the price paid.

Haha i'm buying alot these days. What used to be able to buy 2000 shares only, Today can buy 2700 shares. Damn happy!

Haha you know i topped up at 8.7. Then 7.1. The 7. Then 6.9. Then 6.5. Niw, wahhh so tempted, but aiyo, i dont want spend all my money now haha. cost is 7.5 now. Haha

10154899906070843,

Uncle. You are intelligent. But a fool and completely blind to many things at the same time. However, you do get the big picture right, mostly.

You need to consider learning more. Let me just put it this way.

A great business at a high enough price, can turn into a bad investment. A bad business at a low enough price, can turn into a good investment.

If this does not make sense to you, well, at least you bought those companies at very low prices. Just don't go on margin and you should be able to live out the rest of your days in comfort, despite any subsequent foolishness.

Read ricky again. He is not perfect, but he is humble and not stupid.

Hahahaha. Im waiting really eagerly.

At some point, it will make sense to buy.

Cmon. Below 60sen i can finally buy.

Post removed.Why?

Ramada,

You must be one of those that does not do their shopping during mega sales.

But wait for people to increase price!

Its very simple, know exactly what you buy, if the discount to market value is big enough, keep buying!

Spread it out a little, but keep buying!

Hahaha

Very tempting to top up. But everything also so tempting!

I feel like a sex addict in a whorehouse buffet!

Takeprofit.

Yeap. I'm alot more aggressive at buying when market is bearish than when it is bullish. I even took out a small margin loan (just 30% of fund only 13% used so far).

All i can do is hold and buy more each month. And as prices fall, feel greater joy at the increased amount of shares i can buy.

Haha. What if it goes lower? No idea. Not in the business of predicting prices. All i know is, so many things are damn cheap now.

The question we all need to ask now, if one is an investor, is this.

In 5 years, would you wish you were alot more aggresive or less aggressive during this period?

"In a stormy market, the value investing discipline becomes crucial, because it helps you find your bearings when reassuring landmarks are no longer visible. In a market downturn, momentum investors cannot find momentum, growth investors worry about a slowdown, and technical analysts don’t like their charts. But the value investing discipline tells you exactly what to analyze, price versus value, and then what to do, buy at a considerable discount and sell near full value. And, because you cannot tell what the market is going to do, a value investment discipline is important because it is the only approach that produces consistently good investment results over a complete market cycle. "

Seth Klarman.

Happy buying my fellow investors! If any.

Hahahahaha.

What a time to be alive. How lucky can i be to be going through a bear period so early in my life, with decent amount of cash.

God, give me a one to two year bear please! 5 years also i ok!

Im thinking if i should sell some shares to buy more.

Yeap, if hibiscus only made a profit of USD5 per barrel for its 2P reserves. It would be worth the current market cap undiscounted.

Except. That would be oil of 20-25 per barrel.

Talk about a margin of safety.

====
Posted by ramada > Dec 18, 2018 10:49 AM | Report Abuse

Zero debt & borrowings, net cash RM300 mil, & the cost of Anasuria and North Sabah merely $20 & $15 respectively.

http://www.theedgemarkets.com/article/hibiscus-plans-rm200m-capex
http://www.sinchew.com.my/node/1818679/%E6%8B%A819%E4%BA%BF%E8%B5%84%E...

Wow. This is amazing. Hahaha

What a day to be alive.

Its starting to look attractive.

VENFX, why do you like EMS biz so much?

Almost cheap enough.

Its starting to look attractive tbh.

If you're stupid enough to buy at 2.4.

You deserve to lose your money.


====
Posted by michaelgohmox > Dec 17, 2018 11:06 AM | Report Abuse

Wow need huge reserve to do that and money get stuck...... u see VS industry, imagine doing that

What if the recession is inflationary instead of deflationary ;)

That would be an interesting scenario.

I've never really get tradewin's picks.

Their basis is usually quite weak, with research that does not go beyond the copy paste of data from annual report. No new insight.

Every time someone ask others to pay money to join whatsapp or telegram. I can't help but feel there is some factor of pump and dump.

Below 2.5 would be an easier buy.

This looks really damn damn cheap.

But you also need to price in the constant bleeding. This could very well bleed to the ground.

Is it cheap enough now?

This is hilarious.

Everyone expect the earning to pump the share price.

But everyone seem to fail to price in the fact that everyone knows about the spike in earnings.

Hahaha. Might be worth it as an investment if it keeps dropping!

if you value KLK at market value, than yes, it is undervalued.

but i think KLK is way too expensive to begin with. I'll only buy it if it was 50% cheaper.

in which case, not that cheap anymore.

haha bought a little more at 6.59. Alright. Will only buy more next month, or if it drops another 15%.

I bought a little bit more at 2.63 this morning. I dont mind buying a bit more if it fall even more, but not much more.

Got other things to buy also.

Heres the thing many here are forgetting.

In airasia, you are paying for earning power. Not net asset. Tell me, have the earning power dropped?

With luck.

1 sen.

===
sheldon Caught a falling knife at 6.72!

How low can it go!
12/12/2018 10:39

3iii,

Not much difference even if elephant make love.

You're affected either way.

I think you all forgetting icon is trader not investor.

He don't really care if the plant make money, or how much money it will make.

He just thinks in the next year or two, sentiment should shift, and in terms of sentiment, he thinks this should be close to bottom.

And when sentiment shift, people go crazy again, if you own the warrants, can make alot.

Great write up.

Nice. I didnt know you write for these papers.

Probably not that stupid of an idea at this price lah, and sentiment should shift, allowing you to get out at a higher prices, without even seeing how profitable the power plant is going to be, or what method the china co is thinking of using to chop jaks.

Should be a decent punt.

Considering the sentiment.

Not a bad idea for a punt.

I like how zhun my 60m figure loss is, despite doing it all in my head.

Now, I not sure what kind of investing he want to do.

Golden rule. Then business sense.

Now?

Hmm so the new one means that, you need to hold 200 shares, to get the 300rcps and 100 warrant.

Below Rm3, i can look.

Venfx, padini have some very interesting moats. I had once worked with them.

But it has always been too expensive for me. Haha. Maybe now, can see again.

If not sure, don't buy.

But im a stupider version of him. So i still studying. If drop more, 1% position can lah. See what happen from there.

on the other hand, got so many other things. Really no idea ler.

This money im not sure if its for me to make or lose.

===
Posted by Icon8888 > Dec 7, 2018 04:03 PM | Report Abuse

Jon, what does warren Buffett say now ? Buy or not buy ?

Look closer.

===
Posted by sheldon > Dec 7, 2018 03:05 PM | Report Abuse

heng yuan showed a loss in the latest quarterly

by my calculation it works.

By kyy's it don't unless, we have rate hikes of like 3% per annum.

He's not selling anymore.

He still likes the company.

If he and his wife cant even hold in cash, a total of like 39m shares. Or about RM19.5m worth of shares.

Well, he must have really got chopped like anything until go past holland to timbuktoo. Which i dont think so.

Even otb manage 20m d.

====
Posted by ray1980 > Dec 7, 2018 11:11 AM | Report Abuse

Jaks is good but KYY is a big issue.Like I told last few weeks.First round deep dropped is done.I have one funny thinking for sharing.KYY still got 4.5 to 5% share on hand,if he big sell second round,then Jaks's share price could be drop to 0.30 or 0.35!?If like that we can collect at very low price with very low cost to invest this counter.No bad.