I am seriously thinking if i should top up, despite holding quite abit d, started buying since last monday.

The price has fallen, due to a first hit of a retrenchment (which turned out to be temporary staff), slow down in solar industry (not related to Q3).

It has fallen so much as people kept expecting this quarter to be worse. Which i think it wont, especially since the directors bought 2m after Q3 end.

I guess we will know by this evening.

Quarter is most definitely by today.

Mr Koon,

May i suggest that the initial capital be reduced to RM50k? Not all of us are elephants haha.

Depends on what cause the deferment, most probably PPE, their depreciation rate and reported depreciation rate is different, the difference give rise to deferred tax.

Junichiro,

Maxis was due to stupid FB post only. This one is diff, profit is going down, very badly.

Great. But aax didnt up so much when result out wor. See how lah

Not out yet

Stock market is not a zero sum game. Its zero sum if all you do is play short term.

The real money to be made in stock market, is in the profits and increased assets of the companies.

plsgivebonus,

if you dont mind, what does this phrase "fly to holland" mean? Im new and keep seeing it lol. How did it originate?

Bro, all you shares except tmc very jialat tbh.

If i were you, id load up some on, airasia, aax, tunepro, csc, mycron, MSC, klcc, pbbank, aeoncr.

If you want hold very long term and want strong div, get the last 3, they drop abit recently, but look at the chart, always climb one. No need scared, and dividend every year go up.

Let it bleed, when the div officially announce, laugh till die.

Its good share, but valuation is high as hell. Needs to be more like 10PE.

Pisanggoreng, dontfollowblindly, cloudtrip.

OTB only offer his analysis skills. He's only obligated to analyse and present his analysis. He is only in the wrong if his information is wrong, or if he post misleading analysis. This is something he has not done.

You can only scold him or curse him, if you are paying him 4% of total capital to invest your money, and he show you negative 10% during the year when market go up. This is not what you are doing.

OTB,

Thank you. I wish i can afford your analysis, but money tight now, get hit by margin call and i wanted to hold the shares. I could withdraw from my trading account, but my rule is money in only, no money out until i hit 1 mil.

Please keep on with your subscription, i want to buy it one day, maybe next month or jan.

This company very special, every quarter sure got profit, but the NTA every year never go up. Infact its lower than 2013 1.38 per share.

Profit down, no div, how to shoot to moon.

Can people chill? I think KYY's blog definitely presents some self interest threat. But from his action, i know he meant well.

Ultimately, its your fault. If you bought the shares he recommended at the day he recommended and diversified equally, the winners still outweigh the losers.

OTB, one question i have, how do you determine when to go overweight one one stock instead of the others? and how do you ensure your winners win big and cover the small losses.

Its going to be a fun day for your guys.

Im wondering what is KM Knowledge Inc doing. Anyone have any idea of this subsidiary.

Hmm. Ok ill bite. Just bought some.

I will pick up when it go to RM1 =)

To beat last year, they need to make 20m in Q4 which is more than 50% increase on last year Q4. Up to you to decide if they can make it.

Maybe im missing something here.

EPS :

Q1 2016 = 24.90
Q2 2016 = 20.00 (if no provision = -10.3+30)
Q3 2016 = 17.30
Q4 2016 = 17.30 (be prudent)
Total = 79.50

PE 8 = 6.36.....boleh jadi??

I think your last quarter and Q2 projections are too optimistic. Historically, their last quarter is the lowest, other than in 2013, but for 2013, Q3 lost 22.3M. Secondly, provisions is provisions, you cannot just remove it.

I think
Q1 2016 =24.6
Q2 2016 =-10.3
Q3 2016 =17.3
Q4 2016 =2.0 (its been loss for the last 2 years, lets very optimistically assume that due to high tin price, it will be a 3 m profit this year)

PE 8= RM2.70
PE 18 (Current PE) = RM6. This is only if final quarter breaks 2 year trend of loss, 3 year if you count 2013, where there was a major loss in 3rd quarter.

I think the current price is reflective, but given the amount of people who are going to goreng this stock, and bullish sentiment on resources, it will go up. Just leave early

Can someone tell me why MSC is such a good stock now, other than due to sentiment?

For no reason. Ill pick it up when it goes below 13 tmr =)

I guess tmr quarter out?

Waiting for someone who bought at 3.6 to say that this is to hold long term one. Ahahaha

I think he's being sarcastic.

Its decent but not rally 12% in one week great kind of results.

Lol, good luck tmr guys =P

Eitherway, lets hope result out today!

Izam, who is the employee?

No one can tell you until i know what your process of evaluation is.

If you bought based on your analysis and your judgement says its the right decision, then its the right move.

You can only control your own analysis process and decision making, you cannot control if their quarter up or down.

Casanwk,

except gadang directors sold before quarter results, these directors buying.

at least div up.

Result ah, why you so late >.<

Lol i like how there is so many trolls in i3, congratz people, i didnt get in time =( Wanted to buy at 4.50 but they close d

What is Pdts?

Wow, people flying in to buy at 8.5 and 8.55. I missed the boat =(

I must say, times like these, i wish i didnt visit this site so often. Alot of noise. Im sticking to my guns =)

I mean back when it fell to 80 sen. Right now, i still think AA will be ok, for the next two quarters at least.

Oil price is still 48 a barrel. Below 60, i dont think they have problems. Tourism is still high in SEA. USD loans 53% hedged, but i think that one is a worry tho, but will not affect the sept quarter, dec quarter might get hit but not too much lah.

@kumkum

People said the same about Airasia as well =P

I dont think the warrants are devoid of sellers, if it were, the price will be high.

Im not sure if i should go on margin for this one or not. 40% of my portfolio is in tek seng, bought everything over the last 2 days.

Insiders coming, the people with no money selling to take advantage of better quarter, the people with money buying to take advantage of better quarter.

This company last two quarter, 5.4 and 4.9 EPS. Previous year, this quarter its 2 EPS and its the 2nd highest quarter after december.

Don't tell me they cannot even do 3 EPS? No way what.

Director picked up 2mil shares in 7 Oct at 0.98, when the price is 0.99. Im fairly certain that his september account will have closed and recon by then, other than maybe supplier and debtor statements. If im a director, no way i will put 2 mil of my own money into the stock when i know quarter going to go down, and i can buy cheaper in the future. Ill only do so, if i know it will go up.

I dont think he expected Trump to win and wipe the market. We lucky can pick up now.

The warrant is trading at negative premium, time to pick up more. =)

I think this quarter should be an up. I drive down the highway, i see people clearing plantation land and using the land to put solar panels to sell to tenaga.

My house roof also i put to sell to tenaga (7% plus yearly return annualised) and so many of my friends also put. The person selling me the panels sell so much, he also lazy to chase money from me. I have to chase him to accept my money pulak. I just don't see how Sept quarter will be bad.

The firings happen after September, so i dont think the quarter is affected. Either way, cost is like fingernails, it needs to be trimmed constantly, usually when company fire people, stock go up, but this one go down. I think people is overreacting.

I expect this quarter to be better than the previous year's.

That comment does not seem to add anything, like i said, im sure this will be pushed up, like Allianz, but after the peak, it will fall slowly for a very long time, and may not rise again.

Just make sure you get out early.

Investing in this company is abit like investing in Allianz.

Both are great companies trading below NTA, but the owners have no intention of ever facilitating the share price increase through div payouts or share buybacks (Berkshire Hathaway), because quite frankly, they already own the thing and they know its real worth and have control.

Whatever increase will be due to the small time players shooting things up, but if you buy this share, better be ready to leave early or hold for 10-20 years, when they will try to privatize it, or the new generation take over.

Why do you say so David?

ffforever,

Hmm, i still expect this year to be close to triple last year result, but next financial year, i think profit will be steady and not sudden icrease d.

14-15eps for last quarter.