Ayoyo

Ayoyo | Joined since 2013-12-15

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News & Blogs

2017-07-07 19:53 | Report Abuse

If you read the many comments on lazada, there are literally hundreds if not thousands of complaints about Gdex and customers pleading with vendors never to choose them again.

My experience with them is not good either.. Long delays, archaic online package checking, never picking up calls... I'm surprised they are priced so high by the markets..

Just need a below expectation quarter and the price will come crashing down

Stock

2017-05-05 08:37 | Report Abuse

There were some articles that hinted that China had a shopping list of what it wants for helping Malaysia chief among which, are Malaysia will 'try its best' to ensure China gets the HSR and even wants ownership of the rail network... The Chinese wants to be repaid for doing Malaysia favors and while Malaysia was prepared to bend backwards for some requests, we have decided to bite the bullet and decline the unreasonable ones for eg ownership of the transport infrastructure which is deemed a national asset..
Looks like the deal is screwed and at best iwcity could only try to get back their deposits

News & Blogs

2016-11-12 16:10 | Report Abuse

For heaven's sake, the person had wanted to be liberated from whatever mental or physical anguish, suffering he may be going thru. He chose his means to find his own peace. Respect that!

It is laughable that some people are behaving like armchair vigilantes wanting to uncover the truth! Stop kidding yourself and look into the mirror. The day you stop blaming other people for your own missteps is the day you have conquered self and attained freedom in whatever endeavors you are seeking

An event has no meaning until someone puts his own meaning to it. And it is the interpretation of the meaning that gives rise to all of our world's problems and disagreements. So, how do you want to interpret our late friends death? Do you want to be right or do you want to be at peace, knowing that of you choose the former, be prepared to fight like hell!

Here's a tip for everyone who wants to attain personal freedom. If you can promise yourself to do this, I promise you that you will see a change in the things you see every day.

Make these Four Agreements your way of life from today. Change the way you things, and the things you see will change!

The Four Agreements are: 
1. Be Impeccable with your Word:
Speak with integrity. Say only what you mean. Avoid using the Word to speak against yourself or to gossip about others. Use the power of your Word in the direction of truth and love. 

2. Don't Take Anything Personally 
Nothing others do is because of you. What others say and do is a projection of their own reality, their own dream. When you are immune to the opinions and actions of others, you won't be the victim of needless suffering. 

3. Don't Make Assumptions 
Find the courage to ask questions and to express what you really want. Communicate with others as clearly as you can to avoid misunderstandings, sadness and drama. With just this one agreement, you can completely transform your life. 

4. Always Do Your Best 
Your best is going to change from moment to moment; it will be different when you are healthy as opposed to sick. Under any circumstance, simply do your best, and you will avoid self-judgment, self-abuse, and regret.

Stock

2016-11-02 21:27 | Report Abuse

If you had received the annual report, the cover and inside page shows a very impressive transformation of OWG komtar theme park. Elaborate, well thought out and contains various themes for all ages. I must say, on paper, looks good

I have also wrote them on Facebook to ask if the fire will delay the opening. They replied that if you had purchase the ticket during Matta fair, prepared to be welcomed. Opening as planned.

Amy weakness I will further collect

Stock

2016-10-28 09:28 | Report Abuse

Intra day stockists going for the kill.... Based on rolling 4 qtrs, PE is 8+... Fairly valued if not over valued for a tier 2 construction company

Stock

2016-10-16 10:48 | Report Abuse

Small fire which will hardly cause a problem. At most, a little delay in opening but the impending catalysts are promising. So any correction, I'll add more

Stock

2016-08-23 16:39 | Report Abuse

Although I don't have this stock, it's an interesting to keep tabs with this stock due to the following its garnered with the hype created by super investor

The latest quarter has a very worrying item... The transfer of 45m to other investments... What is that?

Stock

2016-08-11 15:39 | Report Abuse

Wow! Suspended....

Stock

2016-05-30 15:41 | Report Abuse

After holding this bugger for more than 3 months, finally some twitching. OK la. Nearly 20% returns in 3 months

Stock

2016-05-19 12:49 | Report Abuse

I am still queuing to buy at 133. Little bit of weakness already scared. Good good. The higher level of pessimism the better is the Syndicate to do opposite.

Stock

2016-05-18 12:10 | Report Abuse

Maybe good results. Just picked up my shares yesterday on T3.

Stock

2016-05-18 12:09 | Report Abuse

Just got a bit more today at 134. Go baby go

Stock

2016-05-17 18:48 | Report Abuse

mutton, why sell so early? I just whacked 166k shares today from 132 to 136. Die lor ;-)

Stock

2016-05-13 18:08 | Report Abuse

To be honest, with such a huge share base plus potential dilution from exercise of another few hundred million shares from the warrants, I wonder how much contracts they will need to secure.

I think it's crazy to still wanna consider a bonus and further warrants to further dilute it's earnings

Luckily, the ceo was frank to admit that dividend payments are not possible at this juncture. If he says, they'll consider dividends to reward shareholders, it'd made him sound like a con man

But to each their own, I'd happily trade if I see the opportunity otherwise I'll sleep better with KimLun, Oka and Mitra

Stock

2016-05-13 17:37 | Report Abuse

Also I'm not sure if this is considered an investable stock when the directors are so heavily promoting the company rather than let his contract wins do the talking.

I'd take this more like a trading stock

Stock

2016-05-13 17:17 | Report Abuse

Regardless whether they announce the results yesterday or next week, it won't make a difference la. I've already wrote yesterday that too much optimism was built into the stock. Promotion going full swing. Best time to distribute and shakeout

I sold yesterday all my wd at 275 and 28 when I saw some very inspired seller queues being replenished while at the end of the the press conference didn't produce an immediate impact on the price. For me, a distribution sign

Now just watch where they support, let it consolidate and find its footing before going in again

Stock

2016-05-12 11:25 | Report Abuse

Looking at how much everyone is loaded on the stock, the Syndicate may just do a reverse. Hold the q report for next week. Do a violent shakeout this afternoon and Friday

After all, they are not running a charity organization. When most people are wrong, they know they are doing right

Stock

2016-05-11 17:45 | Report Abuse

Looks like wb is being ramped up for selling and will be at highest risk of downside when mother share collapses. Best to go into wc or wd. No conversion premium and have very good time value which is not yet reflected in the price

I've loaded on wd today

Stock

2016-04-22 14:20 | Report Abuse

For too long, this bugger has been playing one day wonders and then left to a cripple, until one of my fellow investor says that Oka should change its name to oku instead. Hope this round is real. Solid stock in a correct theme

Stock

2016-04-08 10:08 | Report Abuse

Your premium calculation is wrong. At current price of warrant, the premium is about 47%

But based on black scholes model, input risk free rate of 4% and mother volatility of between 30 to 50%, you get a fair value of about 33 to 53 sen for the warrant

Of course, that's in theory only

Stock

2016-04-08 09:29 | Report Abuse

Then wouldn't it be better to sell warrants and buy mother? That's a huge premium for the warrant

Stock

2016-03-24 10:52 | Report Abuse

What's the point and where's the productivity in going for a witch hunt now? Why not reflect on where you went wrong and take it as a lesson to hone your skills?

Eg where was your entry price? Why didn't you sell when it was falling? Should I have set a floor to protect my capital? What chart patterns show possible weakness that I should take note of for my next trade. Ask these questions and not look to vampire slaying

If you suffered a loss and learned a lesson, you have at least gained something. If you took that loss and engage in self pity, you lost everything

Stock

2016-03-23 15:30 | Report Abuse

After a long shakeout, time to test the market again. Ini kali ka? Dunno but it's turn is very near

Stock

2016-03-23 10:37 | Report Abuse

Vin chuah, depends whether the trader is scalping for a few cents or momentum trading. I'm the latter and always guided by price and volume. Got in because of the bullish signals, and added more due to the continued bullish signals. As it is, no sign of any temporary capitulation top. Will hold

Stock

2016-03-23 10:18 | Report Abuse

In Fred Tam's recommendation trade today. Bullish kicker signal. I bought it last week at 101. Added more 3 days ago at 102/103. Due today, will just pick up the shares

Stock

2016-03-14 16:09 | Report Abuse

All be told, they still have until September 2017 when the iculs expire to address this issue. So, time is on their side. We can only play along and as long as the profits deliver, it's going to be my son's inheritance :)

Stock

2016-03-14 15:49 | Report Abuse

It looks like the market is speculating the possibility of a corporate exercise to take place based on hints indicated by the ceo in an interview with the star last week

He said temasek already owns 68% of Sam and with the iculs conversion, will not be able to meet the minimum public float. This has to be addressed

So, rather than a split or bonus which does not address the effective shareholding structure, I'm speculating Sam may have to consider one of the following

- either place out the shares to identified long term funds (most unfair to us shareholders)

- float the aerospace division and do restricted offer for sale to existing shareholders

- take the company private now and list later (most viable, since Sam has an order book that lasts till 2020 and then, possible sexy growth story when the factories for expansion are ready. List it later)

What other options do they have?

Watchlist

2016-03-06 12:26 | Report Abuse

Icon, I don't agree with your tit for tat approach. If someone is not capable of holding a decent conversation or constructive exchange, why do you want to stoop to their level and make yourself cheap, degrading and end up like the pure idiots that the instigators are

As I've said before, do you want to be correct or do you want to be at peace? If you want to be correct, be prepared to fight ugly and aimlessly at the expense of losing your poise and productive time . And what do you get in the end? More fuel for cancer to spread in your body

You don't fight fire with fire. You fight fire with water

Otb, if I were you, I'll just explain myself once, work towards how to recalibrate my techniques, assure my clients that you will continue to serve them to the best and most honest of your abilities and, most importantly, get on with life. You owe this to your clients than to continue arguing crap and nonsense with your enemies yet putting down your own character to their level

When they see no response from you, eventually the insults will stop.

Get a bloody life, all of you

Stock

2016-03-02 14:27 | Report Abuse

Dunno la. He seems to be a popular man with his mention and footprint everywhere in this forum.

Err, I'm a dumb speculator. I throw a dart on the business done section of the star yesterday. It fell on KimLun so I buy :)

Stock

2016-03-02 13:37 | Report Abuse

Is this an otb stock as well? Usually aggressive on the up and equally too downwards. If this is an otb stock, should we be happy or fearful? This stock is so undervalued for its superior performance. I just loaded more on Monday and yesterday when I saw it trading back to 1.55. Too darn cheap at less than 7 pe

Stock

2016-02-25 21:37 | Report Abuse

Ckwan11d, time period is a matter of perspective. What's short term to you is long term for me.

Being a momentum trader, we go with the flow. And Oka does show that short term promise of a nice upward momentum soon. Heck, short or long term, as long in the end, we make money, the means are therefore irrelevant

And no worries, no offence taken. We are here to make money, not enemies

Stock

2016-02-25 19:36 | Report Abuse

Ckwan11d, can't poop, just blame the hard ground. Hahaha

Relax la, a little consolidation on low volume, falling in sympathy with poor afternoon market conditions (thus not a weakness of the stock per se) and you are cursing.

You need to win this battle with yourself first before you confront Mr market

Stock

2016-02-25 11:45 | Report Abuse

Ckwan11d, see you here too. Haha.

Got in too for a small play since Sam is lying horizontal. Haha

Stock

2016-02-25 11:30 | Report Abuse

Cooling, If you lose money and change or improve your ways, you will learn something

If you lose money, and continue to blame others and look for another master like a minion, you can only understand nothing

Stock

2016-02-25 11:26 | Report Abuse

Really pity otb. His detractors are just waiting like vultures to pounce on his mistakes. You guys expect him to be god meh? If 100% correct, he'd charged you 96,000 for subscription

Haiya, losses are part and parcel of this game. If you can't accept this brutal fact, don't play the markets

Learn to be wiser. Rather than blindly follow whoever Sifu, learn simple trend lines analysis, once a key support threshold is broken, just sell and protect capital.

I am not his subscriber but I do take note of his calls since he's a market mover. And being a market mover, any upside will be powerful just as the downside will be exaggerated by the flow of funds from his subscribers and clients

For genetec, better to stay out. That significantly lower revenue is a grave concern. It means business is bad or they have lost their competitive edge. Wait for the company to show its hand with some contract win announcement before going back in

Stock

2016-02-18 11:15 | Report Abuse

Moneysifu, the loan stock conversion issue has been discussed many times. Upon conversion, temasek and parties in concert will end up with 80 to 85% of common stock. A corporate exercise has to take place

Even at 15 pe diluted for a stock with such earnings visibility and dividend yield is still value

Anyway, looks like many traders who were looking for some robust quarterly growth is disappointed. Then again, the last quarter was also sold down even with spectacular profit

Stock

2016-02-18 09:41 | Report Abuse

relax la 778899

the last qtr when sam released a stellar result, the stock was sold down too. so, mr market is very fickle

i'd say the current selldown are mostly some with inside info prior to result release took early positions at the 6.3 to 6.5 levels. a quick profit for these

for a growth stock trading at less than pe 10, no reason to liquidate

plus with the last quarter result due in 3 months and prospects of a nice dividend declaration, why sell? remember, they have 146mil in the piggy bank

Stock

2016-02-17 19:09 | Report Abuse

40 mil operating cash flow. That's bad?

typical of Sam's board, they don't sugar coat their prospects. Aerospace division revenue expected to be stable, equipment manufacturing revenue may fall due to deferred Capex by semiconductor companies (is kesm affected by this bit?) while testing division still show promise

146mil cash in the piggy bank

Depends on which fence one is sitting on, if you are expecting spectacular profits, then you may be disappointed. For me, I'll hold on out. For its earnings visibility, trading at less than 10 pe or around 15 diluted is still very cheap

Stock

2016-01-29 10:52 | Report Abuse

Myr is trading at 4.15 which is a 4 month high for the ringgit. Export oriented stocks continue to come under pressure. I see no reason to panic. With the continued pressure on yuan and emerging markets currencies plus the risk of interest rate increases in US, any strengthening of the RM I feel is temporary

Export stocks which doesn't rely primarily on forex gains per se but has real moats or edge translated into increasing quarterly revenue should still be investable


Muscle, we know you have brawn but do show proof that you have brains too. Kindly enlighten us on your trading strategy, O Great One.

General

2016-01-28 16:49 | Report Abuse

Even at 4.203 now, myr is trading lower compared to six months ago although it's now at its highest point of its 5 month trading band

So, if the stocks you hold doesn't rely solely on forex gains to score profits but show real operating revenue growth, nothing to be of concern yet

Stock

2016-01-28 16:45 | Report Abuse

In a Bearish market, fall in prices are aggravated by the lack of buyers being swarmed by eager sellers. Ask yourself, has the business prospects of Sam changed or is it that market sentiments have changed?

General

2016-01-28 16:43 | Report Abuse

It's just a temporary phenomenon. Myr is still trading at around 4.20. With continued pressure on yuan and other emerging markets currencies plus interest rates rise in US, do you think myr will hit 3.8 or even 4 anytime soon?

The logical thing to do now if one is holding export stocks is to hold and let the finicky market flush out the weak holders. Yeah, the correction may be brutal when buyers are few and far but playing to the whims and fancies to the flow of the day will ensure one is a long term loser.

If your stocks are bought with sound fundamentals, growing top and bottom line, there is no need to fear

News & Blogs

2016-01-21 20:33 | Report Abuse

Haha, there you go, someone has decided to view BNM move as half empty. Anyone for half full? Hehe

Stock

2016-01-21 20:31 | Report Abuse

Tong kooi Ong's entry price was 7.20 region

I have no quarrels with anyone who wants to sell Sam on the cheap. I only have a problem with limited capital

News & Blogs

2016-01-21 20:28 | Report Abuse

Sharktank, lowering SRR means releasing more liquidity into the financial system. SRR is the bank deposits with BNM. So, from 4%, BNM reduced it to 3.5%. Anyone knows how much is released in RM terms?

Good or bad, but depends on how you look at it. The effect is positive but market players may see this as a first real sign of looming credit crunch that BNM has to preempt

News & Blogs

2016-01-21 20:16 | Report Abuse

This evening, Bank negara has lowered the SRR to 3.5%, meaning releasing more liquidity into the system. A positive development for capital markets

News & Blogs

2016-01-21 20:05 | Report Abuse

When the dust settles, investors will realise that hey, shit! The US and Europe is still growing modestly while China is "slowing" at a blistering 6.8% last quarter. So, what hard landing are we talking about?

And then the fickle Mr market will make a stampede the other way

The only caveat to all this is whether we will have a credit crunch and the biggest risk to this is the oil and gas sectors, specifically the drillers and the ones with high usd borrowings

According to cnbc,any prolonged depressed oil prices will bankrupt the US shale oil producers, resulting in a default of their bond issues and borrowings with the banks, hence affecting liquidity

After that, QE4 and will it be effective?

Many are saying the Saudis and mid east are pumping oil at a loss. Not really. Unlike the US shale oil producers which rely on expensive equipment and technology, the Saudis can extract oil at will just by inserting a straw into their land (figuratively speaking, the of course)

So, as long as the Era of low oil price does not result in a structural collapse of the industry and the ensuing domino effect, it's a positive for most manufacturers

Stock

2016-01-21 17:03 | Report Abuse

Yes, tong kooi Ong listed Sam as his value pick for his portfolio due to undemanding valuations and strong order book and solid moat of high entry barriers.

Stock

2016-01-21 16:55 | Report Abuse

Wah, cheap sale, kasi tambah makan, mamak

Now, Just need to get more bullets ready to snap up more