AsiaWarrenBuffett

AsiaWarrenBuffett | Joined since 2013-09-19

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

83

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
83
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2014-07-04 10:15 | Report Abuse

World Cup coming to an end. Funds will revert back to share market.
Why last minute?
Hmm we wonder. To force weak holders out to sapu cheap price?

Stock

2014-06-19 10:10 | Report Abuse

As they say the ball is round which means anything can happen.
Defending champion got relegated from World Cup. Who expected that?

Stock

2014-05-27 10:23 | Report Abuse

Cherry Blossom is CSL?

Stock

2014-05-19 12:39 | Report Abuse

When the world is scared, I get greedy.

Stock

2014-05-12 11:20 | Report Abuse

Accumulation phase going on.

Stock

2014-04-30 15:23 | Report Abuse

Looks like we reduced to name calling, taunting others just to make ourselves feel good.
What profits you taunters to sew others lose money.
If dont have anything good to say, don't say anything.
Learn to be civilised.

Stock

2014-04-28 10:57 | Report Abuse

Looks like everyone here is into gloating of their successful escape and sohais.
Not really sharing any info but just labelling.
As the saying goes, "It isnt over until the fat lady sing".
Hopefully when u ask a question at other of your purchased,
You will get a proper answer and not labelling n gloating.

Stock

2014-04-28 10:45 | Report Abuse

There is no official notice of any suspension but this forum claim got.
Where did u all get this info?

Stock

2014-04-28 09:08 | Report Abuse

What gives?

Stock

2014-04-22 09:43 | Report Abuse

Hmm some sudden movement.
What's happening?

Stock

2014-04-19 13:03 | Report Abuse

Good news. MSCI may add China stocks into their Emerging market fund.
This will attract more US investors in. Believed this is happening because of overwhelming beaten down prices which offer overwhelming value in China counters. http://mystar.newspaperdirect.com/epaper/showlink.aspx?bookmarkid=M63E8PRP0WY2&preview=article&linkid=f04c74fc-05c5-46e8-b974-0be555b219dc&pdaffid=b%2f0K8JYUnpft2iSTDG73BQ%3d%3d

Stock

2014-04-09 09:50 | Report Abuse

Jz wondering the cash being held in ringgit or yuan?
Anybody know?

Stock

2014-04-06 12:08 | Report Abuse

Battle of the giants? Guess who is now viewed as a giant.
P1 of course. http://www.thestar.com.my/Business/Business-News/2014/04/05/The-giants-will-collide/

Stock

2014-04-04 09:56 | Report Abuse

Ok ok shhh......

Stock

2014-04-04 09:23 | Report Abuse

3rd catalyst. Fb just bought Oculus, a 3d VR data hungry application.
Virtual reality tech like Google glass and Sony are 2 other major players.
Tipping point to ramp up data consumption.
LTE is 10x faster than current 3g.
That is why my hp is Samsung 4S LTE version.
To accommodate fastest internet speed for upcoming apps.
Follow me at facebook.com/mtvPenang

Stock

2014-04-04 09:18 | Report Abuse

2nd catalyst. TM have the network to utilize Gpacket infrastructure.
Major utilization means mega profit.

Stock

2014-04-04 09:17 | Report Abuse

There are a few catalyst.
Remember Najib last budget allocation? IT expansion to rural areas.

Stock

2014-04-02 12:19 | Report Abuse

Just went to E&O penang hq. Asked them about the stp2 and when EIA approve?
Seems that time extended to later.
So why price up is beyond me.

Stock

2014-04-02 09:29 | Report Abuse

My logic to this case is simple. If it was pricey for TM, then it must be good for
Gpacket. http://www.thestar.com.my/Business/Business-News/2014/04/02/CIMB-TMs-P1-stake-buy-pricey/

Stock

2014-03-30 01:05 | Report Abuse

Are the minority shareholders of Telekom Malaysia Bhd (TM) getting a good deal from the telco’s acquisition of a majority stake in Packet One Networks (Malaysia) Sdn Bhd (P1), involving an investment of RM1.55 bil?

Under the deal, TM, through Mobikom Sdn Bhd, is paying RM350 mil for a 57% stake via the subscription of new shares in P1, and RM210 mil to subscribe to an eight-year redeemable exchangeable secured bond (EB) by Green Packet Bhd.

Mobikom will also take up a 60% stake in an RM1.65 bil eight-year redeemable convertible unsecured bond (CB) programme for future plans of P1. Green Packet and South Korea Telecom Co Ltd’s (SK Telecom) shares in the CB programme will be 15% and 25%, respectively.

In total, TM would be paying RM1.55 bil for a controlling stake in P1, lower than the initial RM2 bil that was being speculated.
Thus, pricing for the controlling stake in P1 is a major factor in determining whether TM has obtained a good deal.

According to a note from AmResearch Sdn Bhd, even the rumoured valuation of the deal totalling RM2 bil would have been “quite excessive”.

The research house estimates the values of the spectrums at RM290 mil for 2.3GHz and 2.6GHz, site acquisition at RM416 mil and subscriber acquisition cost at RM225 mil, which add up to only RM990 mil.

P1 has been lagging in the market of late, recording a net loss of RM124 mil and net liabilities of RM38 mil for the year ended Dec 31, 2013. The management of P1 had valued its total assets at approximately RM895 mil and revenue of RM337 mil. The company’s earnings before interest, taxes, depreciation and amortisation (Ebitda) was RM29 mil.

However, AmResearch says the acquisition of a 26% stake in P1 by SK Telecom for US$100 mil (RM329.4 mil) in 2010 had pushed up the valuation to RM1.3 bil for the entire P1 group then.
- So if it was bad for TM minority shareholders, it must be good for gpacket minority stockholders.
What say you?

Stock

2014-03-28 09:32 | Report Abuse

Firstly Gpacket didn't sell P1 but jv with TM.
Secondly, deal was done for longer term benefit.
3rdly, fb just bought Oculus 3d VR tech which means there are 3 main players of technology that sucks up data n bandwidth which shall be good news for LTE suppliers.
The other 2 being Google glass and Sony Entertainment.
So buy or hold for long term not short.
Current price good to buy.

Stock

2014-03-27 09:13 | Report Abuse

Where is nooobieee?
Keep telling the whole world to sell.
Earlier when everyone was scared, I was greedy.

Stock

2014-03-11 15:37 | Report Abuse

If whosoever knows would not be commenting or coming to this site. Lol

Stock
Stock

2014-03-06 15:15 | Report Abuse

Not according to Ms Puan at the news article, Torrent

Stock

2014-03-05 09:53 | Report Abuse

Royally screwed? Lol.
This is no longer investment.
50:50 is punting.

Stock

2014-02-28 17:34 | Report Abuse

Why would anyone do a share buyback of 100 shares
is beyond my understanding?
What is going on?
Seriously no wise crack please.

Stock

2014-02-28 17:27 | Report Abuse

Keep fingers crossed for 0.60cent on Sat n Sun. Lol
Looks like the stress of gpacket is getting to a lot of folks out there.

Stock

2014-02-28 16:41 | Report Abuse

Very dirty trick being played here. As u can see gp-wa didn't drop as much as mother?
Why you might ask?

Stock

2014-02-28 12:23 | Report Abuse

From the chart movement, you could be right gemlover.
Everyone has an opinion, neither right nor wrong and that is acceptable.
However when it becomes personal attack and petty judgements then it is advisable not to indulge in it.
It is a big turn off.

Stock

2014-02-25 15:10 | Report Abuse

Lol. U could be right. So hard to understand Puan Capt Hook

Stock

2014-02-20 21:59 | Report Abuse

When everyone is scared, I get greedy.

Stock
Stock

2014-02-19 10:42 | Report Abuse

Small fries stay away. Heard medini project differ to later stage.

Stock

2014-02-18 10:56 | Report Abuse

Hamiksu? Why all so stressed.
Chill babes. Csl is coming. How much is unknown.

Stock

2014-02-18 08:08 | Report Abuse

It is time to goreng telco stocks.

Stock

2014-02-17 09:55 | Report Abuse

After reading Saturn sharing of the btimes,
I conclude that similiar run up will happen
in the island of Penang. Not only do they
have concerted efforts done by their state govts,
they have wonderful cultural and entertainment
elements conducted by the locals there.
Go see for yourself at their community page.
Http://facebook.com/mtvPenang

Stock

2014-02-17 09:47 | Report Abuse

When everyone is greedy, I become scared.
When everyone is scared, I become greedy.

Stock

2014-02-15 07:27 | Report Abuse

Those doomsayers of gpacket will finally kick themselves in the mouth.
With bad economic report, Dow is flying up 126 points due to QE4ever shall continue.
Funny money shall make Klse move up funnily.
Everyone shall laugh all the way to the banks.

Stock

2014-02-14 15:13 | Report Abuse

Past performance doesnt guarantee future movements.
Anyone got insight to share?

Stock

2014-02-14 15:11 | Report Abuse

Hahaha. Oops. Sorry but the comments really cute m funny.

Stock

2014-02-14 11:52 | Report Abuse

I say when in doubt, do nothing.
Watch the trend and the trend shall be your friend.

Stock

2014-02-14 11:31 | Report Abuse

When down all say cut loss.
When up all say hold on or load up.
Hmm, what gives?

Stock

2014-02-14 09:32 | Report Abuse

From this we can see the integrity of the person.
Who n why was he doing massive selling just days ago?
Could it be sell on one hand and buy back the other?
Then made this announcement. http://mobile.reuters.com/article/idUSL3N0LI03H20140213?irpc=932

Stock

2014-02-14 09:15 | Report Abuse

Good luck n happy days to all on this Chap Goh Meh.
Ong ar, Heng ar, Huat ar!!!

Stock

2014-02-14 08:42 | Report Abuse

With the weakening of the ringgit, Sona's IPO
In ringgit just got devalued by 15% since ringgit
Weaken 15% compared to time of IPO.
Have the price reflected that devaluation?

Stock

2014-02-14 08:39 | Report Abuse

Ok then char, char, char. Lol

Stock

2014-02-14 08:37 | Report Abuse

If there is smoke, there's bound to be a fire.
If there are movements, there's bound to be a tremor.
Have u seen the smoke n felt the movements?
I am a man of little words but when spoken,
It is Valentine's Day. Be lovey your peers, neighbours and fellow investors.

Stock

2014-02-13 17:59 | Report Abuse

Yahoo finance recently did a report on China cos.
Currently china sstocks are having very low PE valuation.
I say good to start accumulating. Csl recently made a jump start.
I believe they r revving up.
Good luck in your decision.