hi bro..my siggas was affected by special dividend...Deeply appreciate bro effort all the while

Deeply appreciate your effort bro,bro my siggas adjsuted for special dividend...

Thanks MR TAN KW...I am the list of reserved seat

The below will be my pick for 2020

BIMB WA 20%
KIPREIT 20%
GOCEAN 20%
GSB 20%
SIGGAS 20%

Good morning mr tan.thanks for reserving the seat and my revised pick for 2017 contest will be

TGUAN 15%
Johotin 20%
Asiaply 15%
Hiaptek La 25%
Pohuat Wb 12.5%
Comcorp 12.5%

Accidentally in the list of 20,appreciate the hardwork by mr tan.my picks for 2017 will be as follow
(1)pohuat 10%
(2)pohuat wb 5%
(3)OCR pa 25%
(4)hiaptek la 10%
(5)comcorp 10%
(6)Johotin 15%
(7)jaycorp 5%
(8)asiaply 10%
(9)Krono 10%

Appreciate your writings Keatming,keep it up

Appreciate your sharing bro.but But I do also noticed QL is a at negative Fcf during 2001-2010 for most of the years but share price gains by multiple though!!!

If you do not have Better investment alternative at current mkt environment,sona should be a good arbitrage play,annualized returns approx 8% if can be done within 6 months (pls do not look down 8% oh unless your overall portfolio returns exceed it).conclusion,sona should be part of your portfolio if your others position can't exceed 8% returns this year,it might not be majority weightage at your portfolio but you can balance it off the risk.remember,stocks with clear exit timing or stocks which are defensive or allow us to hold it with limited cost is essential at current mkt condition as well as to enable us to pass thru super bear.

I know most of you worry on the similar cases like cliq,but even if this happen,we will still have our capital protection with current price (the only loss is opportunity cost)

Cheers

Abric play will not entitled us to three digits return but it should be a good arbitrage play at current mkt.we should focus on stocks with clear exit timing or stocks that cost us with limited capital outflow to enable us to pass thru the super bear period.obviously,Abric is one of them.cheers

Thanks for sharing bro,Really appreciate

Dear Xenos,there is no issuance of shares below par value is permitted under current co act until the new act was binding

0.57 is highly possible but not now bro firehawk!!!bro UncleJoe,your statement is wrong as adjustment is not make that way.

Dear bro Investlahh,pls do not buy the warrant now but rather can participate in the corporate exercise as you get two free there if you get involved in both OR and PR.Cheers.

Yes bro Jeremy,我要的就是他的巨大调整震荡.

Pls stop buying hiaptek wa ands hiaptek mother but rather can buy hiaptek lr as much as you can provided you are prepare to hold for at least 5 years

Apr 12, 2016 03:06 PM | Report Abuse

Nope Oasischeah,等就是等他的right issue.No rights issue there will be no selling pressure thus no Kangtao.However,I am not eyeing to buy its rights shares (I am not the shareholders at the moment) but under my watchlist

My previous comment to answer bro dompeilee question.

从5亿到15亿到20亿，马建屋这五年来的股东基金可是膨胀得非常厉害，但是赚幅每况愈下，最新一季的年对年盈利再度缩减75%，前景堪虞。小股东很担心它变成臃肿的巨人，到最后不得不瘦身。

The above is from papers,my answer to the above is,this will be the gold mine.cheers buddies.

Hi bull8888,the share buy back was the april transaction and not the latest one,take note bro.but anyway,any shares buy back is good sign.cheers buddies

Thanks bro,as usual no bad analysis.keep it up!!!

Ya agree with you bro stingray...steady,the mentioned co is not new entity,it is indirect linked to autojun as well and the said subsi for komark Seems healthy too.but anyway,this hopefully will pave the way for further movement for corporate deal

overall your statement is fair bro,just some minor part

Hi StingRay,Your statement is inappropriate,pls recheck the facts bro for betterment of members here

Dear Cheeseburger,Buying into biz vs buying into assets is a different thinking although it is not wrong using NA as yardsticks.It is inappropriate to use NA as guidance under retail industry,lets see

ACELEE Nope Wallen,Rubbish co is not necessary a rubbish counter bro,We can tag along together with the corporate exercises and get a fruitful returns from there bro.
18/01/2016 19:52

punterdanny ACELEE bro, can you explain how do make money from this exercise ? current price is 0.21.

22/01/2016 20:56

Dear bro PunterDanny,our rubbish is become silver now,will become gold soon but should be no so fast!!

overvalue?I think is deeply undervalue,just wish to leave a track on here and lets check 2-3 years later!!!

OKA but in the smaller terms

Nope Oasischeah,等就是等他的right issue.No rights issue there will be no selling pressure thus no Kangtao.However,I am not eyeing to buy its rights shares (I am not the shareholders at the moment) but under my watchlist

FIAMMA20,where are you?where are you?

Yup Grace,I am Enjoying Indeed.

Both MUIIND and PMCORP is no doubt a good candidates for Long term investment just that we need further consideration on the exit timing

Sell,Sell,Faster Sell.Uncle Koon sold all Canone...hahhaha

Expected next q EPS should be around 0.055,thus see you above RM 2.90

Wow,keep dropping CANONE,promoter run?Well,lets me be the dummy still adding and holding

Nope Wallen,Rubbish co is not necessary a rubbish counter bro,We can tag along together with the corporate exercises and get a fruitful returns from there bro.

But my friend heard erkongseng sold CANONE already wo?no worry tftey and uncletan123?hahaha.Sell sell faster sell

Dumping?well lets me the dummy,buy in.Cheers

No hurry.Major shareholders is putting approx 19m into the co

I was no hurry for this INIX but rather looking for INIX to reach its full potential at conservative 12.5 cents by Apr/May when the next q positive result was deeply digested by investors.Stay tune.

Tiger is not a goreng stock but rather it is a good gem for risk free play via corporate proposal

There should be no selling from the treasury shares but rather the current share buy back was part of the co strategy tied up together with the Rights Issue (where the excess earn by Major Shareholders do in fact transferring back to the co).I know it is slow but maintaining at current price is already a bonus.

FV of Bornoil should conservatively worth RM 0.20 and above based on interpolation of my observation on the co position building cost.This is not merely value investing but rather understanding co right issue mechanism.

Is time to take some rest for dufu after a 100m sprint,lets rest a while and we continue with a marahton till Feb and if the result is within expectation (My conservative assumptions of 2 cents EPS),then we will meet you as high as 1.00-1.2 during May 2015.

FAVCO is a nice counter to hold,nothing wrong at its fundamental (mostly affected by overall market sentiment),looking forward RM 4 within 6-9months.Lets see

Continuously adding CANONE 5.10-5.15.Still an undervalued counter Cheers.

Wow.dufu drop?hahah.Cant the investor aware that most of the rev of dufu is outside Malaysia and with majority is from US too?TQ Mr market,I love you muak

thanks Mr tan for adding me back

Thanks Mate-爱丽丝 梦幻世界.Appreciate

HI MR TAN,I think I am Before ChongHai but My Name was not on the list.Thanks

Hi mr tan.pls kindly adjust my portfolio by reducing Dufu balance to 30% and reallocate to canone to cope with 30% rules.have read the rules but overexcited.thanks again

Dufu 35%
Canone 25%
Gsb 15%
Rgb 15%
Yee lee 10%

Hi mr tan,would like to participate in the competition,pls add me in.thanks

Hi red85,appreciate your view bro.To the certain extent I will need to agree with you as chasing high is highly not recommend as safety will be the first priority.

Overvalue and undervalue is depends on the perspective of an individual and thus investment was actually is an art.To illustrate,we can use BAT as well as Nestle in Malaysia or HK based Tencent,why is it Insti Player keep on interest in them even their price running sky high (35 times of P/B and above)(20 times and above PE),do they insane?we might said it might be their brand as an economic moat and long history but I am more interest on its Sustainable ROE.

Well,the same come to Canone,it might not be as fascinating like BAT etc but it do have market leadership and thus economic moat.We are at the last phase of old bull,we cant wait for value investing opportunity (ie similar to buying PBBANK at RM 7 or Maybank below RM 4) otherwise we will be left behind.This is what faces by ICAP,difficulty in strategic shift.

I do not worry Mr Koon to dump as most of my selection was even without Mr Koon partcipation ie Mitra,Signature and Gadang.I am more worry about the coming few q result.

Cheers Red85,I believe you will have bright future