Choivo Capital

Rotijon | Joined since 2013-03-05

Investing Experience Beginner
Risk Profile Low

https://choivocapital.com/

Followers

10

Following

1

Blog Posts

85

Threads

3,668

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
3,668
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2018-10-24 15:45 | Report Abuse

Paperplane,

What is so good for this co. I look left right up down also cannot find anything.

Its a punt or what?

Stock

2018-10-24 12:29 | Report Abuse

To build the business loh.

But they are losing money on every transaction on bigpay, esp the overseas one.

Now got so many wallet, why will they win. I also use bigpay. I sure one sen also they have not earn from me, but they pay me at least 100 d based on how i use.

====
Posted by Wei Wong > Oct 24, 2018 12:13 PM | Report Abuse

Let me ask you would you create a buiness that will loose money ??
Commen sense lah !!

Stock

2018-10-24 11:10 | Report Abuse

Airasia lose money when you use the wallet wor.

=====

Posted by Wei Wong > Oct 24, 2018 11:10 AM | Report Abuse

Everybody use Ewallet more
Bank earn less money !!

News & Blogs

2018-10-24 10:33 | Report Abuse

The mistake people make, is that they assume low quantititaive figures, means you are value investors.

All intelligent investing is value investing. Everyone seeks to buy RM1 for RM0.5.

What people don't understand, is that the economics of the business is far more important that the current balanace sheet. And is also far harder to predict.

If one is not that sharp, buying based on quantitatively cheao aspects and being very well diversified, is probably not a bad idea.

====
godhand i dont like the word value investor. U want value u buy real estate, buy land buy business with controlling stake. Rarely ppl look at the product and service the company provides and how well it serves in marketplace, how good is the commpany in widening their competitive edge, innovation. All these are more important than the account book
24/10/2018 09:37

News & Blogs

2018-10-24 10:31 | Report Abuse

Bro,

At your age, you only have a few hundred k. That tells me alot d. Im only in my twenties, and despite only just an employee, my portfolio size also around yours or bigger.

Lets meet each other 5 years from now and talk again.

=====
qqq3 chovo

I can bet every value investor is down for the year......and I am still up for the year and for the month of October......
I rather be me.......hahahahaha
24/10/2018 09:15

News & Blogs

2018-10-24 09:03 | Report Abuse

Its quite rare to meet someone who have been in the market for years, but only have the experience of someone who has been in it for a few months.

=========
qqq3 from my years of experience...this is what happens....slow counters very tricky.....too tricky for me....market up they cannot go up, market down , they join the drop.....

slow counters means no followers....that means a few sellers only , the price will come down....literally useless....I don't care how fundamental....if got no followers, market down, sure come down....market up, cannot go up.....Its a losers' bet.......
24/10/2018 01:06

Stock

2018-10-23 22:36 | Report Abuse

I'm thinking. I'm studying. Really interested.

News & Blogs

2018-10-23 22:33 | Report Abuse

Suggest you all listen to calvin. His picks wise, remember, must diversify, 2-3% each can d.

Its better for me if you all go try and play game and go bankrupt. more cheap stocks for me.

But i also feel bad, my grandfather lost alot in 1999 as well. Almost 3-4 hills worth of rubber plantation.




======
Posted by calvintaneng > Oct 23, 2018 10:30 PM | Report Abuse

Bapaklangkau

NO lah
Calvin never claim to be smart

Calvin tell you what he went through

Once upon a time in the 1993 when KLSE was in a bullrun Calvin has 3 good friends who chased hot hot stocks

Mr Neoh of Batu Pahat
Mr Ho of SP MOTOR KL
Mr. LEE OF MALURI

ALL 3 WERE CAUGHT IN THE SUBSEQUENT MARKET CRASH OF 1997/1998 DURING THE ASIAN FINANCIAL CRISIS

MR NEOH LOST RM5 MILLIONS
MR HO LOST RM3 MILLIONS
MR LEE LOST RM500K
ALL 3 GONE BANKRUPT

ALL 3 OWED LOAN SHARKS LATER AND WENT INTO HIDING AND THEN RESURFACED AND CHANGED THEIR NAMES TO ESCAPE CREDITORS

I Don't want to suffer their fate

Neither do I want to see any i3 formers suffer like them

Stock

2018-10-23 18:49 | Report Abuse

its looking interesting.

Stock

2018-10-23 14:45 | Report Abuse

So good times, stock is king?

Yeah make sense. Buy when price high, sell when price low!


=====
Posted by BillyK > Oct 23, 2018 01:23 PM | Report Abuse

bad times
cash is king

News & Blogs

2018-10-23 14:06 | Report Abuse

You must be insane.

Even fb also less than 25PE.

This is better business than FB? Don't siao pls.


=====
Icon8888 Great, target price 11.30

But I think can be higher at 18.00, based on 60 Sen EPS and 30 times PER
12/10/2018 18:11

Stock

2018-10-23 14:03 | Report Abuse

Wow, value is emerging. Well lets hope it gets worse. I want more value for my money!

Stock

2018-10-23 12:54 | Report Abuse

If really bottomless pit, i will be damn happy.

It means can buy the entire layhong for RM1.

Bottomless pit lai lai!

======

Posted by lextcs > Oct 23, 2018 12:52 PM | Report Abuse

bottomless pit

News & Blogs

2018-10-23 12:47 | Report Abuse

Im 100% in for my portfolio. Haha i dont mind if prices go down even more. Just stay down at least untill my bonus out. After bonus want to go lower also ok, just dont go up before next month salary out hahah.

3 PE for airasia. really no need think so much, just whack only.

Im applying for margin, but only 30% of portfolio value. It may clear by end of this month.

=====
Posted by Up_down > Oct 23, 2018 12:20 PM | Report Abuse

You have invested 80% of your capital. It is considered quite bullish to me. I am slightly bullish in selective counters based on the structure below.

100% Capital - Super Bullish
75% Capital - Moderate Bullish
50% Capital - Mid point
25% Capital - Moderate Bearish
0% Capital - Super Bearish

Stock

2018-10-18 17:18 | Report Abuse

Go complain. Should be 500mb. The cost dont really go up, because this is the spare capacity they are using.

Also, i dont think consumption increase in tandem with internet speed.

===
chooheng they upgrade on paper; speed of internet almost the same. last time 100Mbps RM149 download speed test 42Mbps, now say 500Mbps RM139 speed test still 42Mbps. like that i think Time revenue and operating cost won't affected much and in fact might lure more customers. shld accumulate when price low
18/10/2018 15:59

Stock

2018-10-18 16:31 | Report Abuse

Well, as long as it stays low till end of this month, ill be happy

News & Blogs

2018-10-15 09:15 | Report Abuse

Cheh, all this hoohah about nothing.

News & Blogs

2018-10-15 09:10 | Report Abuse

Fair enough.

I think its a right tax, just wrong time for now haha.

On 3, i think its not just about the market is not good. Its mainly because interest rates in the US were so low. People are therefore very willing to make highly speculative bets.

There is a common complaint among startups here, everytime they try to raise funding. people keep asking them how are they going to make money.

Very few is willing to take a punt on a purely speculative venture.

I don't see anything wrong with this.

I cant really think of a private placement these days that flopped. And in any event, a company that constantly need to raise money with placement, right issue etc, is probably a pretty horrible one.

Let those list in the NYSE.





=====
Jay 1. We need to understand each market unique characteristic. Our market liquidity is a problem due to domination of institutions. We need more liquidity not less. Value Partners also commented that our market free flow is too little and it's unhealthy. If CGT is imposed which discourage realising profit by our institutions, chances are they will never dispose any shares even when valuations are unattractive, which also means value investors will not waste their time in our market

2.I agree with you that some reforms are needed to strengthen our capital flows. But these can't be improved overnight whereas new taxes can dent confidence instantly. Again using a patient's analogy, you don't perform surgery on a weak patient, you let him recover strong enough first before it can be done

3. I am mainly referring to market with low liquidity for your point 3. It's the same problem why Sdn Bhd find it hard to raise equity because many people don't invest due to lack of liquidity. Companies don't stop raising financing once they list. They might still need placement, rights issue etc. to continue to grow the company. If our market is not attractive, they will list elsewhere where it's easier to raise money in the future. And mind you, good companies which can list elsewhere probably will while those lousy companies which can't list anywhere but Bursa will stay. That's when you end up with a bunch of rejects in our market

Bottom line, my personal view is CGT is the wrong tax (limited revenue impact) at the wrong time (volatile capital flows). Our priorities now should be clean up and develop our capital markets first. Beyond that, I am not entirely against the concept of CGT
15/10/2018 08:26

News & Blogs

2018-10-15 09:03 | Report Abuse

Yeap.

All these retired unker auntie all nothing to do.



======
Posted by godhand > Oct 15, 2018 09:02 AM | Report Abuse

cscsteel at this price okay to buy what

News & Blogs

2018-10-14 20:23 | Report Abuse

Dear SSlee

Usually they tax on REALIZED gains or loss. Which means you need to have sold it.

So KYY unless he sold XQ, may not get to utilize that tax loss.

If the gov do implement cgt, the brokerages will naturally need to adjust and provide this service, like how every single brokerage that operates in countries that tax cgt do

In addition, people seem to forget CGT on equities, is on all equities.

Even if the gain is from US equities, you also need to pay, cannot run.

That is why for US equities, we don't pay tax, despite Americans paying tax.

Because our government do not tax us.


=============
Posted by Sslee > Oct 14, 2018 07:06 PM | Report Abuse

Dear all,
Will the stock broker able to give us sell statement to indicate whether we are profit or loss for each trade? If not how to file this profit or loss?
By the way KYY most likely also having a loss year what CGT to pay? Then how to write off those counter that got suspend (Xingquan) as loss?
If really PH government short of money than perhap just increase the stamp duty so as to make day trading or big shark cost of selling and buying from right hand to left hand more costly. Also please tax those major shareholders that profited from esos.
Lastly Bursa and SC need to respond to complaint more efficiently and should not hide under confidentality of information to deny updating their investigation.

Thank you

News & Blogs

2018-10-14 17:26 | Report Abuse

What are the trade offs?

What are the effects?

How does it affect the dynamics of oil palm price, its competitiveness vs soy and corn etc?

what are the 2nd and 3rd order effects?


Semua taktau, tak pikir.

Hanya tau cakap tax kelapa sawit mcm burung nuri.


=====

Posted by SarifahSelinder > Oct 14, 2018 05:22 PM | Report Abuse

Kan gomen dah tax kepala sawit bila high price

Bikin tax mcm tu la

Stock

2018-10-14 17:22 | Report Abuse

Hi tulip,

Judging by the way you talk. You know nothing and will probably only lose money.

I suggest you take money out, put all in FD or china index. And go study.

Come back in 2 years.

======


Posted by tulip2018 > Oct 14, 2018 01:38 PM | Report Abuse

So scary to look at how the price drop so much in a day. Very discouraging for beginners like me.

Stock

2018-10-14 17:21 | Report Abuse

judging by how you talk.

Im certain that you have not made money in the market over the long term.

please take money out put in FD or china index.

====

Posted by shortinvestor77 > Oct 14, 2018 05:06 PM | Report Abuse

No shares pls leave this counter. Those wanted to sell pls sell on Monday. We the rest will take more portion when you sell on Monday!

Stock

2018-10-14 17:20 | Report Abuse

Why not,

KSL
PLENITUDE
MAHSING
OSK
TROPICANA

its cheap, but those companies are cheaper and arguably better.

Just curious, i really want to buy, but those look cheaper.


====
Posted by uptrending > Oct 14, 2018 05:13 PM | Report Abuse

lincm86

It was bought by the major controlling shareholders, not the company. :)

News & Blogs

2018-10-14 17:18 | Report Abuse

Tengok, komen bodoh lagi.

Biasanya saya tak cakap apa. Tapi, u ni suka perhatian sy.

Aih...

Amik duit keluar letak dalam fd lah, jgn nanti gaji 3 tahun semua buang!

======

Posted by SarifahSelinder > Oct 14, 2018 05:15 PM | Report Abuse

CGT x going to work

Lebih baik tax gain from super profit from like weak ringgit or high oil price

News & Blogs

2018-10-14 17:13 | Report Abuse

Saya ni bukan buli wanita, hanya buli kepala buto!

Kadang kadang, yang kepala buto tu pompuan, dan namanya serifah.

Jadi saya buli dia loh!

======

Posted by SarifahSelinder > Oct 14, 2018 05:10 PM | Report Abuse

Ni kepala buto skill xde cuma pandai buli wanita

News & Blogs

2018-10-14 17:09 | Report Abuse

Yeah, because its actually very easy to track losses.

In the US, you only pay tax on the net profit or losses.

Depends on how they structure it i guess, may very well allow you to claim on losses.

If you're smart, many investors there, will realize the loss, and buy the stocks again.

And don't sell.

Or set it off against future gains.

===
Posted by KenaTipu_ > Oct 14, 2018 05:06 PM | Report Abuse

If loss can claim from govn? How to claim or allow to claim? Why only hear capital gain tax not capital loss tax refund haha?

News & Blogs

2018-10-14 17:08 | Report Abuse

Aiyo,

Serifah ni pompuan kasar....

Buli lelaki...

HAHAHAHAHAHAHAHA

Woman, you need to level up, before you lose everything in stock market.

I suggest you take everything out put in FD, or buy china index.

=====
Posted by SarifahSelinder > Oct 14, 2018 05:04 PM | Report Abuse

Jon Choivo

Puki mak lu


Posted by SarifahSelinder > Oct 14, 2018 05:05 PM | Report Abuse

Jon Choivo

Anak haram


Posted by SarifahSelinder > Oct 14, 2018 05:06 PM | Report Abuse

Jon Choivo

U idiot

Posted by SarifahSelinder > Oct 14, 2018 05:06 PM | Report Abuse

Jon Choivo

U kepala buto

News & Blogs

2018-10-14 17:02 | Report Abuse

If you can't stand the heat, get out of the kitchen.


=====
Posted by SarifahSelinder > Oct 14, 2018 04:58 PM | Report Abuse

Tenggok la ni... buli wanita

News & Blogs

2018-10-14 16:41 | Report Abuse

Very simple, don't sohai with me.

Just refute my points.

News & Blogs

2018-10-14 16:40 | Report Abuse

Bro,

Dont worry about it, the brokerage usually will track and let you know.

A least my exp from US brokerages, even tho i dont pay tax.

=====
moneySIFU I don't mind paying tax on the gain, but extremely reluctant to face the possible disagreement from IRB officer when come to tax audit.

They may challenge you to produce every contract to substantiate the transactions.

Imagine you buy many batches & sell in many batches at different prices in a single day or many different days. It is crazy to compile "correct" gain/loss from a single share, not to mention if you buy sell more than 10 counters at different times.
14/10/2018 15:57

News & Blogs

2018-10-14 16:40 | Report Abuse

Bro,

Dont worry about it, the brokerage usually will track and let you know.

A least my exp from US brokerages, even tho i dont pay tax.

=====
moneySIFU I don't mind paying tax on the gain, but extremely reluctant to face the possible disagreement from IRB officer when come to tax audit.

They may challenge you to produce every contract to substantiate the transactions.

Imagine you buy many batches & sell in many batches at different prices in a single day or many different days. It is crazy to compile "correct" gain/loss from a single share, not to mention if you buy sell more than 10 counters at different times.
14/10/2018 15:57

News & Blogs

2018-10-14 16:31 | Report Abuse

Sarifah,

How many times do you want to be seen as a kepala buto ah !?

===
Posted by SarifahSelinder > Oct 14, 2018 04:22 PM | Report Abuse

Jaga jaga ni la dia sebenarnya

News & Blogs

2018-10-14 16:13 | Report Abuse

Moneysifu,

In the US etc, brokerages etc keep track for you. You just pay on the amount shown net of trans cost.

====
If it becomes reality, I will have no choice but to start learning overseas' markets & say good bye to Bursa.

It is too complicated when come to income tax computation. Any misconcept or miscalculation of gain/loss will get yourself killed by IRB, easily.

News & Blogs

2018-10-14 12:02 | Report Abuse

This year im down about 14% :)

Raider, how many more bungalow you want to sell to cover margin?

Don't later go bankrupt, and when 65 year old need go beg son for room to stay oh.

===
stockraider Raider is surprise this chivo start talking cock on his hypothethical share margin and his potential losses loh....!!

The point is not the share margin losses, but his actual losses in picking stock loh......!!

He is barking on the wrong tree to cover his short coming on poor stock buying loh....!!
13/10/2018 18:38

News & Blogs

2018-10-13 03:34 | Report Abuse

You may very well be right. Only time will tell.

What's your loss this yer btw :)

====
Posted by deMusangking > Oct 12, 2018 10:35 PM | Report Abuse

mouth can talk big!!!!! but come to reality, empty tin!

News & Blogs

2018-10-13 03:33 | Report Abuse

haha im really thinking hard also. The nature of my fund, means i am about 50% leveraged, albeit they are only due 1-3 years from today. Need to think.

Stock

2018-10-11 16:34 | Report Abuse

If govt cancel toll, they need to pay cost at the very least. Even then, it would be considered as nationalisation, which no govt will do unless you want to destroy your economy.

Now this toll is selling below cost d.


====
Posted by RainT > Oct 9, 2018 04:40 PM | Report Abuse

So if WCEHB toll is buy back by the government ...so all the potential profit frm the toll collection gone lo??

High profit margin of toll operation , high cash flow potential of toll operation also all gone ...

News & Blogs

2018-10-11 16:29 | Report Abuse

Alan Nga, you are a special dolt.

I would suggest you withdraw your money and put in FD before you lose it all.

This entire forum is filled with idiots and fools. And despite that, you still manage to grab my attention.

That's how foolish you are. Good luck.

News & Blogs

2018-10-11 16:02 | Report Abuse

Are you stupid? The new khatu?

Stock

2018-10-11 09:52 | Report Abuse

I am seriously, seriously considering to margin up.

News & Blogs

2018-10-10 17:38 | Report Abuse

Dont stupid can? US is 30% tax. UK is 15% tax etc.

Jangan sohai. Use brain.


=======

Posted by Speedy Boy > Oct 10, 2018 04:37 PM | Report Abuse

Posted by taitaumau > Oct 10, 2018 04:36 PM | Report Abuse

which are the nations in the world impose capital gain tax on share trading?

Answer : Malaysia will be the first!

Stock

2018-10-10 16:39 | Report Abuse

Yeah, this is looking interesting. Another 30-50 sen drop and it becomes stupid cheap. Now its cheapish.

But i bolui, and i dont use margin. Haha

===
Posted by godhand > Oct 10, 2018 04:36 PM | Report Abuse

this stock is going to be my biggest portfolio

Stock

2018-10-10 16:30 | Report Abuse

Its cabinet decision, everyone agreed.

LGE just happened to be the bearer of the news.

====
Posted by godhand > Oct 10, 2018 04:30 PM | Report Abuse

LGE might not be long sighted but mahathir is

Stock

2018-10-10 16:21 | Report Abuse

Valaution for Gamuda is alot richer. And alot more foreign funds.

==
Posted by stockraider > Oct 9, 2018 04:18 PM | Report Abuse

Why Gamuda keep dropping ??
when compare to MMC already stabilise & price recover up leh ??

Stock

2018-10-10 15:52 | Report Abuse

If gamuda catipulate and give 1 bil discount after this.

PH become genius?

You dont think deep enough.

Not cancel, re-tender.

=====
Posted by Kesley Tan > Oct 10, 2018 03:51 PM | Report Abuse

to be honest no point to cancel a project which is half done.
this is really not the right way.

there are many ways to tackle this - not like this. PH is really short-sighted, they don't think at the big picture.

Stock

2018-10-10 15:51 | Report Abuse

Same here.

====
Posted by TakeProfits > Oct 10, 2018 03:49 PM | Report Abuse

I support our PH gomen. Short term.pain and lots of savings for our beloved country. The project is too highly prices in the first place. Our new gimme doing excellent job. Excellent letter by Tony Pua. Great job Tun M and LGE...

Stock

2018-10-10 15:13 | Report Abuse

haha im tempted.

News & Blogs

2018-10-10 14:24 | Report Abuse

Why would i cry?

If Mcdonald got 30% discount tmr, i wil be damn happy loh!

======



Posted by TrippleZ > Oct 10, 2018 01:47 PM | Report Abuse

Jon Choivo, keep laughing for now. Cry quietly later.

Stock

2018-10-10 14:20 | Report Abuse

All the speculator who kena burn, now complain day and night. Hahaha.

Who ask you buy. Even at RM5, RM4 and RM3.5, dont tell me you cannot see it was still expensive?