Close eye buy. Whole klse red

Everything is down today due to US bombing afghanistan. Chill.

I expect COS to go up this quarter, due to rubberwood and labor cost.

But i abit sad, sold my pmcorp for this. Zzzz

Haha, at 8.41% div yield. Even funds will come in soon. When this thing go up, it will really shoot again.

You can try to time it, but good luck. I dont believe KYY can sell faster than funds can buy.

Buy liao.

Hmm someone big is definitely buying.

Well, i cant wait for KYY to no longer be a shareholder.

Why is this stock up suddenly? What happened, everyone seem bullish for export stocks again.

I know, but or 300M is not that big. Its payable is property and cash. His house in UK also worth about 150M d. Just that house plus another and abit of cash enough d.

No idea, i bought pmcorp at 165, bought abit more at 160. Have not sold. But i think its best if people buy this with the mindset of being willing to wait and average down.

Instead of thinking it will limit up in 1 month time.

Great pick. But it depends very much on your investment appetite. This is the kind of stock where nothing can happen for a long time or even go down, before shooting up 500%.

If you buy this, prepare to hold for a long time and average down is needed.

I get what nicki is saying, if anything above 1.36 is too high for you, i understand. Valuation is an imperfect game after all.

The real downside is see for next quarter is not much tbh, USD etc up.

But mid term, possible drop due to trump increasing tariffs. Or difficulty in obtaining labor. But otherwise, im quite comfortable with this company.

Haha, my prlexus is now green! I bought at 1.48 and rounded down at 1.38 after result out. Hold hold hold.

You dont learn more from being right compared to being wrong. But it sure feels better.s Ahaha

Hmm since funds are in d. I think can relax and go sleep liao. Niki, what fall are you expecting? and why?

Hmm probably time to top up soon.

Hmm not bad, i was expecting/hoping for a fatter one like 15 sen. But 9 sen is not bad.

Stockmanmy, yes you did.

I distinctly remember reading it, you can delete your post, but doesnt mean its not true.

Nice one calvin.

raider, the operations should have started by now or a month ago. A friend works there.

Remember boys, hold hold hold. Dont sell for small gain. Only sell if fundamentals change.

Ok, engine is starting earlier than expected.

http://www.businessinsider.my/death-of-fashion-series-overview-2017-3/?utm_content=bufferfa5b1&utm_medium=social&utm_source=facebook.com&utm_campaign=buffer-ti&r=US&IR=T#rPByOqYObIxcKIeY.97

Stockmanmy,

Remember Croesus. Croesus was one of the richest and most powerful kings back in the day. He asked one of his advisors Solon The Wise,"Am i not the happiest man alive, who is?"

Solon replied "The brothers Cleobis and Bito of the Argive race for a life well lived and a good death"

Croesus walked away, thinking Solon a fool, and then disaster struck one by one, first his son died, killed by a boar, and then persia started to gain in power. He decided to go against the persian king.

He lost and was burned on the pyre. While burning, he screamed " O solon, o solon".

Your record does not end until you leave the stock market or die.

You can have a good record now, but what is the risk adjusted record? What is the long term record.

To think that you can time the market is arrogance, yes, some people can do it very successfully. But for how long, and with how much. You can sailang all you want, but all you need is to fall once and its game over.

Its easy to say that in bull market, not in a bear. Except, bulls turn to bears in a heartbeat. Some chinese firms are defaulting on loans, if it ever becomes a major issue. Those holding Jaks will cry.

Jaks, too hard to say. Way too hard to call. Risk free rate ie FD in vietnam is 7.5%

This one IRR is 12.5%, considering the long gestation etc. Hard to call. But then again, the IPP is not the real gold, the real gold is the construction contracts.

Long term wise, its a decent share. But it is definitely too high right now. As long as KYY does not sell, you are ok. But if KYY sell, i hope you get out before then.

Cause when he sell. Will drop like no tomorrow.

The PE is very high compared to IHH say. But you look at IHH, debt heavy like fuck. TMC very little debt. Next quarter will be good, but if growth less then 30%, we going to have problem.

When calvin say buy, might need to think 2 or 3 times.

But when he say sell, he's usually half right, there's a truth in there.

He said sell when gadang was super hot and hit 3.3 And i dropped due to bad quarter. Then again calvin missed the fundamentals, ie gadang is still fundamentally a good company, buy overpriced? Make sure you got more than enough to average down when it crash, cause it will go up again.

But those people who listen to KYY and margin up for gadang then, all die. Sure kena margin call then.

If he's dynamic, means he will be disposing in 1-2 years max.

Good luck to whoever then who need to tahan his 30% shareholding disposal.

KYY is either a special kind of dumbass or a genius. We will see 2 years from now.

Trump say alot of things, but trade is something he's been scaling back abit over time.

If they say cannot do in countries like malaysia, for clothes, cost will double instantly. Just not feasible to pullback when it comes to fabrics.

Just give time. OTB pushed his stock 3-4 months back and it shoot up to 2.1. Since then 2 great quarters. I imagine the next one will be as well.

Few things, higher aluminium price results in higher input cost. So the net effect is that they balance off.

I cant predict, thats why "i hope" =)

My avg cost is 1.83.

I hope it drops to 1.7 or lower before the next quarter is out so that i can top up. Anyone here who wants to play all the other hot counters, please sell.

Haha sien, i knew i should have bought more ytd, but i bought more prolexus instead. I thought it was abit of an over correction.

dolly, can you please send me an email?

My email is :jonathanchoiyikit@gmail.com

I like your thought process and it would be great if i could have your opinion on certain investment ideas (when they arrive).

Ok, i think whatever needs to be said about this company is already here.

I remember magnitech, no movement for almost 1 year, then shoot up 25% in 2 months. Sure its lower that the gains in other counters, but its real gains. The kind of gains that is based purely on fundamentals not heat. The gain is staying.

For the rest of us prolexus investors, i think we better just stop visiting here and looking at price d. If we keep looking, hand sure itchy, little bit of gain sell, and then accidentally forget.

Next thing you know, suddenly funds buying, low liquidity, result in limit up. Then you cry.

We go out earn more money and research other stocks better.

Close eye buy. I remember when my airasia stocks drop till 2.15, close eye and buy. My greatest regret is selling half at 2.4.

By the way, if anyone disagree with my or dolly's or whoever's analysis. Please speak up.

Its key for us to know what is it we might be missing out.

Remember, KYY last year was only good because of OTB. None of his personal picks worked.

Either way, i expect next quarter to be better than previous year. Last year, Jan to Apr, USD to RM is 4.2 - 3.8.

This year, its 4.41-4.43. Key downside is labour. Hopefully div announced then. Ok analysis done. Time to do other things.

Sometimes, i wish i can enter coma for a year, so i dont need to needlessly worry about stocks i know will go up given time.

Noah, quarter to quarter comparison, margin appear to be the same. If you include first quarter, then yeah, naturally drop.

I think this company and like magni for example. The analysis they write is cannot use one. You can only rely on figures and go agm.

All i know is this, the quality of earnings of this company is very high, which means their increase in profit "real money", not just trade receivables increase.

I cannot time the market, but i think this company is worth holding. NTA is 1.33, price is 1.39. And the company is growing, i don't see much downside.

I dont know how much it will go up (My previous mindless exuberance said 1.5 tho) but i doubt it will go down more.

Hmm diluted EPS due to all the rights issue.

But i think the fundamentals are still solid, the rights issue was done to create the new factory, which will be completed in 2018, but the majority of the monies is still unused. So the dilution in EPS is understandable

Seeing how revenue and profit is back up in 3 months after what i think is underarmour reducing their purchases suddenly. This indicates the management's optimism regarding the demand for their goods requiring a new factory is not unfounded.

Seeing how share price did not move, i think this represents a mispricing. I topped up a little bit.

tmr 1.5 minimum.

I think KYY need sell at least 5 million more shares.

Revenue up, GP up. No significant exceptional gains. nice.

Too bad i didnt have more money to top up then.