my Chinwell at $ 2.04...so?

I may be new to I3 but I am not born yesterday.
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VeryGray > Jan 28, 2016 11:32 AM | Report Abuse

Agree. iCON mainly go for dump and pump

its easier to spot fundamental errors in Icon because he focuses on telling grand mother stories not on equity research.

tkp2 > Jan 28, 2016 11:08 AM | Report Abuse

really kah? i browsed thru all your recent comments, beside you said all the good thing about your own counter, the rest majority are attacking Icon counters, there are so many blogs in i3, i don't really see you perform your so called "public service" in other bloggers.

air asia AND AIR ASIA X should be reasonable stock picks. but the political environment don't favor them.... How?

it depends. It all depends on the quality of management and business model. Some will succumb to profit taking and never recover.
The better ones will be able to make sure of the good fortune and circumstances to be better and stronger.
...............one more thing....the ringgit is not going to suddenly recover to below $4....that is just impossible.....more like $5 , if you ask me.


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murali > Jan 28, 2016 10:59 AM | Report Abuse

After most export co up 100-200% in 2015, this year appears to be much more challenging as less n less stocks can be found...and also some export co could see profit taking soon...

tkp....I will also point out the fundamental errors in your writings if you write like Icon , full of grand mother stories and no competence or depth in analysis.



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tkp2 > Jan 28, 2016 10:55 AM | Report Abuse

i3 is full of web bullies, some time, we need to be tough also to fight back, people like paperplane, Optimus, Desa just selectively attack Icon counter for the sack for attacking.

At least for the next several months, the bull case is much more compelling than the bear case...for the Malaysian stock market.

1....principal blue chips have dropped more than a year by now. The blue chips are trading at 12 month lows already. Not as if the blue chips are in speculative zone.
2...oil prices at set to recover from this level
3....it is only some speculative shares that may have difficulty finding support at this level
4..fundamentally, export companies will continue to do very well into 2016. That is the nature of all companies when their home currencies are depreciated by 20 - 30%

there is nothing to fear except fear itself and wrong choice of stocks.

go ask Icon to write Caely Part 2, and then sell it off.

JHM vs D & O
Dufu vs JCY
Comintel vs VS

penny stock and illiquid share specialist will always choose the former.

a job worth doing is worth doing well. ....

cut out all the grandmother stories from the blogs on JHM ( Parts 1 to 5), MIECO owing $ 40M + to BRD and still talking about dividends, highly dependent on short term financing Comintel on a very thin margin business and still call it financially healthy..I can go on and on.....

want to blog, blog la..............
but I find KYY stock picks has a more responsible attitude to the public, to the stock market compared to a penny stock and illiquid shares specialists......you playing with fire will get into a PN 17 situation soon.

"The revenue reported for second quarter is slightly lower than preceding quarter by RM7.5 million
or 7.6%. The current adverse development economy situation has caused the slow demand in local
sales or decrease in local sales 17.4% however the export sales still perform favourably"


Pensoni results augers well for the reporting season.....especially for the exports business.

to note...Pensoni do about 1/3 export business, 2/3 domestic business.

local sales decline by 17.4%.....that is SHit. people not getting married anymore?

whether the results is good enough to propel the share higher in this environment is difficult to say....but it deserves a higher PE rating....for year 2016, people will have no choice but to buy Pensoni products and no more money for German products.

in a bear market, every single bad news gets magnified.

Post removed.Why?

director selling.......cannot be a good sign.



<Icon8888 LOL >

all to follow the Party line then?

no, I got no Party.

how do you value a company whose revenue and profits fluctuates wildly from quarter to quarter?
by applying a PE of 10 to the latest quarter results?

why should anyone buy a falling knife? You got inside information?
it spiked from 40 to 90 and been struggling ever since.

penny stocks and illiquid shares easier to goreng

back to sleep.

tp $ 1.40 woh.....

no director selling detected.
if you see director selling, you should sell....otherwise it is just normal behaviour for a share that has over shot for the time being. just resting.

icon the story teller but......nevermind

This company business very unpredictable one.

luckily not a big part of my portfolio....just the play play part.

who so free to write no salt and vinegar?

This Icon s a story teller first....



<BenBlurBlur > Jan 26, 2016 08:28 PM | Report Abuse

If no intention to promote better to tone down the sensational titles of ur articles is it? Thank u

Petronas staff and Chinese? No more job already lo.

Posted by Koon Bee > Jan 26, 2016 09:09 PM | Report Abuse

I also asking one of my friend who working in Petronas email to UOB for the complain also...so, today UOB received 2 complain

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4936669

1 BENUA HANDAL SDN BHD 158,306,846 52.85
Chinwell is owned by the Tsai family....not this fcuk ass Chairman.

the holding company keeps buying....The Chairman, an independent non Executive Director keeps selling....fcuk ass.

bear market. Push fail. KIV.

bloggers get shot, I thought that is fair game...what you complaining?.

of course, choosing to be specialist in penny stocks and illiquid shares is your choice.....and gets more arrows...We both know why you choose to be specialist in penny stocks and illiquid stocks, so stop complaining.

this Caely is a very interesting case study for a smallish company in development business as well as manufacturing. How to do a fair valuation?
The people who knows are not involved in the buying and selling. The people who buys and sells, don't know and don't care.
Note 8 to the latest results offers a way forward. About $40 m of the net assets are in property development . About $ 30 m of the net assets are in manufacturing.

A rough estimate is to give a PE of 6 to 7 for the manufacturing operations..valuing it at $36m to $42 .it cannot justify a higher PE because it is too small, too uncertain and too high beta. For the property division, there is no way to do a proper valuation because its contribution and activity seems to have collapsed from last year and no way to tell what its future will be.

Why don't you have a relook and do a rough fair valuation?

and not just do an article to tempt speculators with sensational headlines.

I think any thing worth doing is worth doing well....what you think , Icon?

exporters and export stocks are the only hope for Malaysia to climb out of the hole.


<paperplane2016 > Jan 26, 2016 08:57 AM | Report Abuse

safe the last dance. Bye Bye to Export stocks>

Amount due to immediate holding company $44.874 million and people want to talk about dividend................

KYY right....more people should study accountancy.

I guess that is what a fund manager diversified portfolio will look like.

have you ever seen a headless chicken super investor?
no....because, stubborn and right....big wins, stubborn and wrong, big losses. headless chickens, gets into people dinner plates.


<gray > Jan 26, 2016 07:40 AM | Report Abuse

So now we know desa skin is thicker than wall.>

Post removed.Why?

Amount due to immediate holding company $44.874 million and people want to talk about dividend................

KYY right....more people should study accountancy.

nothing changed. The bottom at $ 28 not breached. If I trade oil, I will rather long than short at this level.


<Posted by gray > Jan 26, 2016 06:19 AM | Report Abuse

Desa. I thought u said oil haz bottom at 32.60 yesterday
Now less than 30.0. What is your latest conclusion??>

I bot Jtiasa at $ 1.3 when I like what Calvin wrote and sold it off at $ 1.76 when I no longer trusted his answers.

Hartalega...she makes lots of money from Hartalega, still keeping it. ...I think will be another for forever.

My wife has held stuffs like Maybank, Public Bank, KLK , Tenaga, Genting for ages and ages....looks like it will finally go to the children. Recently I asked her to buy Scientex at $9...she will be keeping Scientex for the next 10 years.

yeah...she says she wanted to buy Oil and gas counters and asked me to look for her. I say NO...don't touch.

He has a good chance to be right.
Make it 5 years to be conservative.

My wife only buys shares, never sell shares. And she buys only when there is a crisis and she makes tonnes of money.


So I ask you, is there a crisis in Malaysia right now?

The answer is of course there is a crisis in Malaysia right now.....so, the obvious conclusion is that this is as good a time as any to buy shares.

Then the next question is what shares?

The answer is obvious to all forum members.

Just keep a small portfolio of KYY recommended shares for the next 12 months, don't look at it.....I bet it will give you 20% return minimum. A portfolio of 5 good shares is actually very safe one.....of course CFAs and professionals will recommend a portfolio of 10 shares to be safer.

I say on the average....it's statistics, not specific.

Ii have no comments except I know....losers say Yes too often
Winners say yes rarely......true for both selling and buying.

Research shows females on the average have better performance than males because males over trade more than females.

..I will give them a higher PE rating than the market has given them. The market is very slow in recognizing this kind of company. They are ambitious to say the least. But not reckless ambition.
They aim for sustainable balanced growth and all divisions managed well.

You will continue to see growth and diversifications, growth and diversifications for years to come. They have the ambition and the vision to be a conglomerate in 5 to 10 years.

"If today bursa open . Morning everyone chase oil stock. Now busy cutting losses"

that is not a joke. That is what headless chickens do. gray colored headless chickens.

nervous, then don't play play.
nervous still play play....how much money you got to lose?