Hope those bought at 0.795 ytd will not become long term investor later

Posted by chief999 > Jun 2, 2021 2:49 PM | Report Abuse

got ahh... got lotte, duopharma... but just didnt comment there lor... :) ... here more fun

not bad not bad

Walau A Sifu Chief999, glove never die.....I like yr spirit...

But can consider to spare some time on other sectors ah?

ChefKarim Good read:

https://valueinvesting.substack.com/p/serba-dinamik-red-flag-analysis
02/06/2021 1:44 PM

Hope can save u millions of RM

ChefKarim Good read:

https://valueinvesting.substack.com/p/serba-dinamik-red-flag-analysis
02/06/2021 1:44 PM

bilisutara All this speculation just to make Serba's business down and indirectly pull down the Malaysian economy. Foreign investor will run away. Who is behind all this?
02/06/2021 11:51 AM

Could be US Government, basing on the conspiracy theory of Sam Lee The Rainmaker

MG9231 is a very smart senior investor. The only setback is he has a retarded student Calvin only

All those multi millions contracts fm Middle East are the main concern for both Serbak n SCIB

If all these are not so real then cut 50% fm their order books/ sales....

Still got opportunity to trade lah no matter how

Having said so, have to be careful with Sabah/Sarawak based Co in Bursa

Mostly are heavily connected to politics

Seems like prices will move in tight range until the next development....no LU or no LD for the time being

Anyway, so far basing on history in Bursa, most of the cases will turn out ugly

C If Karim's connection with Sarawak Government can make some difference or not

If contracts fm Middle East are suspicious SCIB shall see the some concern like Serbak...most than 50% of their contracts are fm Middle East too

paktua73 u talk cock no 1....lol

Serba WA 0.14??????

Kpower 1.20+
SCIB 1.00+
Serbak 0.80+??????

his other stocks also rebound lah

I think the worst is over

ya ya ya

brian3381 Tat meow always said she is the best ger la. Talk big only
31/05/2021 10:51 PM

If Mabel can be trusted then shits also can be eaten

When it involves oversea projects its not easy to detect.the frauds

Didi, stock mkt not ngam u..too dangerous for u

Posted by Windy1974 > May 31, 2021 4:07 PM | Report Abuse

Yes realistic but not keep bashing others. If you gamble, you deserve the consequence though i still pity you. How many people realise Serba fake? You?
Serba's issue not so easy to identify like some obvious scam companies

Seeing his goreng pattern in Kpower n SCIB i knew i cant trust this guy much

anyway i didnt get involved much in Serbak

Yr article on Serbak is a nice one.

Good to stay positive...but have to be realistic also

Sam Lee's post on FB ytd

Posted by power88 > May 30, 2021 4:11 PM | Report Abuse

#Serbadk
#KPMG

很多人已经把 Serbadk 事件讲得很清楚，我就不重复了，我说说其他要点：

1. 首先，无论一家公司有没有做假账，身为稽查师，他不应该拖延不回复公司作出的澄清。如果稽查师不满意解释，他可以要求更多数据和资料，但是，他不可以 sit on it and do nothing，这一点他就显得不专业。在最坏的情况下，稽查师可以拒绝签署报告，然后辞去稽查师一职。在香港，Deloitte 德勤主动呈辞不再担任很多上市公司的稽查师，已经是家常便饭。

2. 去年油价暴跌，它一直徘徊在37－45美元之间，直到12月，才重新站稳在50美元以上。全球的石油公司减产，停产，停止新项目，这包括 BP, Shell, Exxon，Petronas，可想而知，油公司之间的 AR，AP，Inventory 都会剧增。去年大马政府允许借贷人暂停供期6个月，请问有关的银行的帐目会发生什么事呢？所以，Serbadk 的 AR 大增是意料中事。

3. 这次 KPMG 有可能踩到地雷了，因为 Serbadk 的回复，把 Petronas 拖下水，也把国企的生意链，和与多不胜数的私人公司，那绵绵密密，千丝万缕的关系，给透露了一点点出来。Petronas 提供了大马政府 1／3 的财政收入，影响重大，这家国企不是任何人可以随便得罪的。

4. Karim 本人除了有魄力，他的人脉才是他成功最重要的因素。他与国油的关系，国油与政府的关系，政府与 EPF KWAP 的关系，大家稍微想一想，就知道其中的厉害关系。如果 Serbadk 爆钵，进入清盘，很多不为人知的秘密会浮出水面，它会动摇国家的根基，跟 1MDB 事件里主要是几个人中饱私囊，是不可同日而语的。

5. 如果真的要做假账和假公司，他们会看漏那么重要的资料，做出那么明显的错误吗？例如，公司的地址不对，公司注册号码没有打印在书信上，新注册的几家公司的地址是一样的。连卖tips卖课程佬都知道怎样P图到美美，如果要做假，公司注册这些重要的资料，怎么可能会搞错。

6. 当年李嘉诚进军塑胶花行业，他有塑胶花的经验吗？后来他进军房地产，那个时候他有房地产的相关经验吗？当年 Gkent 这个水喉佬获得轻快铁项目，他有建设轻快铁的相关经验咩？当年 Mahsing 还在做塑料制品，他进军房地产的时候，有房地产相关经验吗？现在他进军手套生产，他有手套相关经验啊？这个稽查师的提问都 Sot 的，没有 IT 相关经验，就不可以做 IT ？你有没有听过 Partnership，recruitment，outsourcing ? 你应该问的是，这两家公司没有 IT 相关经验，他们如何确保 IT 项目的成功，和没有善后问题呢？

#重头戏开始了
#Harta
#Supermax

7. OK 现在讲讲比较重要的一点。KPMG 这次的高调动作，是谁在背后做事？搞垮 Serbadk，谁的利益最大？这与美国突然间开口对 Harta Supermax 这两家指数股公司下手，而且是趁着大马疫情最严峻的时候，政府即将实行全国封锁的关键时刻出重招，讲到这里，大家应该心中有数了吧？

#接下来会怎样呢？

还有几个要点，不过，我懒惰再写了。因为我想讲讲接下来，Serbadk 的股价会如何呢？

这一次，大马四面楚歌，前有疫情和全国封锁；后有8月紧急状态即将结束，我国有可能迎来大选；加上政府财政紧绷，没有能力提振经济；还有，美国步步杀机紧紧掐着大马公司，想挤破大马股市和经济，加上印度疫情失控，美国想亚洲区出现第一个倒台的政府，然后发生 domino effect 骨牌效应，拖累菲律宾，印尼。

#商品价格大涨
#加密货币暴涨

另一方面，美国炒高商品期货和加密货币，让更多中国和亚洲人买入，这些都是没有经济基础的暴涨，但是非常符合亚洲人的赌性。

#美国持续重拳打击中国

当然，美国做这么多东西，最终的矛头还是指向中国。当时机成熟，美国就会大幅加息，一举刺破商品泡沫，加密货币泡沫，和中国的楼市泡沫，把所有的美元回收本土，美国就会再一次收割全球的韭菜。

在80年代后期，美国打垮日本。在1991年，美国打垮苏联。2009年，美国打垮欧盟。在 2021／2年，美国会不会打垮中国呢？大家且拭目以待。

#免责声明：这个贴不是买卖建议，大家买卖自负。

I dunno...u ask Sam Lee....

So far a few conspiracy theories are found as follows:

1) Sam Lee-US controlled KPMG to sabotage against Msia
2) KPMG Boss/Employees/Tea Lady created this drama to make money...sell high buy low
3) KPMG sent junior staffs to audit their books..making huge mistakes

Feel free to add more stories

Posted by Citadel9999 > May 31, 2021 3:42 PM | Report Abuse

pakat here pakat there, maybe US government try to steal our money ,or maybe alien from Mars want to steal our money hahahahah

lol....u n me come fm the same planet...thinking alike....

As good as TVB series

Mayb KPMG Boss employees tea lady toilet lady all sold millions of shares today at 1.13 n waiting to buy back at 0.83 tmr

Maybe leh

Dramatic leh

Posted by akukpm > May 31, 2021 3:20 PM | Report Abuse

KPMG can make a lot of money. Do it this thing to other companies and buy lower. We should monitor who will be the next target.

Some smart one has this conspiracy theory

Ytd a blogger Sam Lee of Rainmaker also shared the same thought....He claimed US controlled KPMG to do so trying to sabotage our economy etc

I cant stop laughing after reading so

Hv to see tmr's traded vol to determine whether the worst is over or not...

27M+ is not buying big lah.....

the total sales so far is only 27M+ i scare loh

got 270M+ sellers there for yr drama

Hmm. I may ask KPMG to audit so once they are done with Serbak's matter.

Scare kaki give kaki song....

in between SCIB n Kpower maybe Kpower is safer....SCIB also got more than 50% contracts fm Middle East like serbak....

Dunno chin chin one or not lah

74%?? Including yr TG which u bought n hold more than 10 years but sold cheap cheap last year b4 July ah?

So far,

Kpower drops ard 33% fm 1.69 on 25 May
SCIB drops ard 37% fm 1.49 on 25 May
Serbak drops 30% LD today

Lets c

C tmr how lah...c got second LD or not

I give credit when its due.....lol

12% return over a period of 2 to 3 years? not bad...better than FD n ICap...

Posted by AlexZai > May 31, 2021 1:45 PM | Report Abuse

Rebound tmlo

or limit up leh

ytd u predicted it will LU today....mayb dream comes thru tmr leh

Posted by Enilec Mak > May 31, 2021 11:36 AM | Report Abuse

Auditing is like any other business that is alway client centric. The auditor will try to resolve the issues faced by their clients as long as it's legal and above board.

Serba is a 6 bn MYR company. It is a company that any auditor would love to have as a client.

For KPMG to issue a red flag on Serba can only mean one thing and one thing only. If you ask me, I think the rabbit hole goes way deeper than our worst case scenario. No righteous company will quickly fire its auditors and appoint a new one, only those who have things to hide would take this path as they are aware that no convincing/arguing can persuade KPMG otherwise.

Do you think the authorities will take this lying down. I think investigations are on the way. Today's drop is just the beginning.

Like how Ah Jib handled 1mdb when he was being cornered...sacked everyone.....

so far both kpower n scib drops more than 30%

Posted by joyvest > May 31, 2021 10:14 AM | Report Abuse

The way it goes, the BOD respond,another LD is expected tomorrow

if another LD tmr then 0.82......all die hard

the traded vol now is only 10% of the sell q

all wanna more discounts

220M+ q to sell....vol only done 14m+ so far

tmr shall be safer to buy mother if it drops 99 again