some thing like that ah

Posted by littlebull > Jan 18, 2016 11:43 AM | Report Abuse

1st half no need monitor already......wait for the 2nd half....pickup few lots.

I posted a few days ago don't play play with this stock.
Its P/L fluctuate wildly year by year and nobody can understand or predict the results without inside information.....it is not as simple as crude price.

every year also can make money one....if the stocks are correct.

plane.....competition bluff money only la.
bluff money also so scare scared portfolio...
real life must be all in FD la.

Keinhin, small cap stock with no institution investors. what is happening is just someone decides to take some profits or to cut losses.
This is just normal for such stocks. But with 70% held by directors, and good fundamentals, it will not be long before it goes up again.

who make money is easy....

money do grow in trees for I con.

Keinhin.....shares are held 70% by directors, management....clearly stated in AR. , shareholders list.

http://klse.i3investor.com/blogs/PublicInvest/

First the turkey...

JHM.....selling locally to Proton, Perodua. Directors say suffers from ringgit depreciation and cost inflation. Bad 3Q earnings, expected disastrous 4Q results ending Dec /2015

the Flower

D & O...same business, but exports to premium brands , Directors very optimistic.............here is Public Research article.


D&O Green Technologies - Riding On US Dollar Strength
Author: PublicInvest | Publish date: Fri, 15 Jan 2016, 09:55 AM

After suffering from three consecutive years of losses, D&O is poised to make a comeback with stronger earnings this financial year on account of i) the strong US dollar, ii) steady demand in automotive LED lighting, iii) continuous capacity expansion in its Melaka plants and iv) gradual exit from the consumer-based LED lighting business which faces intense competitive pressures. Due to the low base in FY14, we expect the Group to achieve strong double-digit earnings growth over the next two years. Our SOP-based TP of RM0.47 is mainly derived from D&O’s 58.7%-owned LED business, based on annualized FY15 PER of 36x.

Background. D&O is principally involved in research & development, design and manufacturing of Light Emitting Diodes (LED) for i) automobiles, ii) general lighting and iii) televisions. The company, which was listed on the main market of Bursa Malaysia in December 2004, is led by the Goh family who are also major shareholders of Mega First Corporation. The automotive segment makes up 70% of D&O sales followed by general lighting (29%) and backlight units for televisions (1%).
Strong balance sheet. As at 9MFY15, the Group’s net debt position stands at only RM9.8m and will turn into net cash of RM55m upon receiving RM65m from the recent disposal of a 10% stake in Dominant Opto Technologies. On top of that, the Group also has RM26m investments in quoted and unquoted shares. All-in, the collective amounts make up 26% of current market capitalization.
Subsidiary company valued at PER of 36x or market value of RM650m. To recap, one of the world largest LED makers, Epistar (Market Capitalization: RM3bn) has recently taken up a 10% stake in D&O’s 68.7%-owned subsidiary, Dominant Opto Technologies SB for RM65m or a healthy annualized FY15 PER of 36x. Effectively, it values the subsidiary at RM650m or RM0.39 per share for D&O’s effective 58.7% stake, which is even higher than D&O’s existing share price.
Net beneficiary of strong US dollar. D&O’s sales are predominantly in US dollars as its LED products are export-oriented with Asian markets making up 72% followed by Europe (20%), US (5%) and others (3%).
Strong earnings outlook. Riding on the continuous capacity expansion and strong US dollar, D&O is expected to achieve admirable earnings growth of 30%-40% over the next 2 years. Coming from the low-base in FY14, 9MFY15 core earnings has already surpassed the previous year’s by more than 10-fold.

1.02 now

70% of Keinhin is held by management......this is a good level to start buying.
it pays out $ 1m in dividends even when company is still at growth stage because management holds 70% of the shares.

Keinhin is held 70% by management.....that is why they pay $ 1 million dividends with $3 m profits.

You should spend your time listing down the shares in which management have 60% or more of the Company, and choose from there.

You will always get better dividend if you hold a share in which management have 70 % of the shares compared with holding a share in which management only holds 20% of the shares.


The more shares management have, the better your protection and equity......more accurate, more reliable for forecasting than PE ratio, dividend yield, ROCE or any fancy stuffs you use.

Felix deleted her own post.

well.......

most important, get your money ready.


Posted by ckwan11d > Jan 18, 2016 04:52 AM | Report Abuse

Paper and pen ready.

amazing herd mentality.............I am talking about you.

Go compare JCY with Dufu yourself....same same business.

Felix still mesmerised,.........hahahaha

money really grow on trees....for I Con.

in the short space of a few weeks, I have witnessed Comintel, Dufu. ...I am sure others I missed.
marching to the beat.
see to believe.
breathless.

Marching to the tunes.........
all line up now.

The mesmerising power of Icon.
see to believe.
Learn some thing new everyday.

biggest con job of the year?

JCY vs Dufu.
elephant vs ant
look right, look left, look center, JCY is a better company, cheaper offering.
but Dufu got I Con...........


Laughgaodiemeliao biggest holland ship in the history of i3.

Dufu vs JCY

turnover Dufu 160k, JCY 2 billion.
dufu is taufu JCY is elephant.
both in same same business..........

Dufu got i3 icon, I Con........
JCY got what?

Dufu vs JCY..........
turnover Dufu 160k, JCY 2 billion.
dufu is taufu JCY is elephant.
both in same same business..........

Dufu got i3 icon, I Con........
JCY got what?

too bad, Felix....market got no feelings and no mercy.
you lost/ make mistake, you pay.

there is the story of the piper and the rats...........all get drown finally. .....the memerising of the Piper and I Con.

see to believe. Learn some thing new every day.

the mesmerising power of Icon...I have to see to believe..........Now I know the power of Icon.

directors says suffers from ringgit weakness, cost inflation, bad 3q results, that should be enough to warn you about coming 4 q results.

Malaysia no other share to buy meh? why want to be hero?

Icon and his crew..........too bad.

Proton parts supplier , moulding those plastic headlamps also can suddenly become greatest show on earth.

No other share in Malaysia meh?
Must buy this that is Proton parts supplier, directors says suffers from ringgit weakness, cost inflation, bad 3q results, coming disastrous 4 Q results...

why so hardup to buy share one?. Relax la.

Felix, better still go buy Maybank and dont play play shares.


hahahahaha

LED manufacturer my foot..............they mould the plastic covers for Proton cars headlamps.

Proton parts supplier more accurate.

this Icon truly is amazing story teller....tall tales to be precise.

anyway....the invention of LED by Shuji Nakamura winning him the Nobel Prize is a great story but alas....JHM is not Shuji Nakamura.

a dividend paying stock and a good stock to own is one in which the owners / management have close to 70% of the shares.

still in its growth stage , no institution shareholders yet but will by the end of the year.

How about a young growing company making about $ 3 million and paying out $ 1 million in dividends .....

You know why they do it? .because the directors collectively holds close to 70% of the shares.....so the slippage is quite small. The owners are not super rich and they also want the dividends themselves.

How about investing in such a company? You are a true partner in a growing business....it is listed on the KLSE and you too should join the party.

Felix.

4 TA buy signals already...sailang good for you.

Felix.

4 TA buy signals already...sailang good for you.

sailang is good for Felix...good for your soul.

You are right, I have lost interest. She is not even a young girl.

Ms Felix....I feel sorry for you....please don't jump.

all the examples given happen before my time and is for your fans. Nothing to do with me.

but just a quote from me........

I always say that experts have to be more careful more diligent, non experts and young girls can say any thing they like. This is after all a public forum.


In my time, you have failed the care and diligent test.

first, who says WB don't sell shares. He sells shares all the time too. I remember the time he sold the ICBC shares right at the top a few years ago , bringing in a few baggers.
KYY plays in the small lake called KLSE. WB plays in the big ocean called NYSE. of course KYY has to redeploy his funds when better options are found.





=Tomm > Jan 17, 2016 01:52 PM | Report Abuse

Desa! Warren Buffett buy and hold! Warren never sell! How can you associate Mr Koon with Warren Buffett!

all this herd mentality...............lol.

typical.
====================
Another new cok talker herd.

I am proud of what I wrote. No retraction and no apologies needed.

I rest my case on my forecast of 4 Q results.....


Remind me when the results are released.
Old fart forget forget easily.

felix. ....here is a good analysis

No other share in Malaysia meh?
Must buy this that is Proton parts supplier, directors says suffers from ringgit weakness, cost inflation, bad 3q results, coming disastrous 4 Q results...

why so hardup to buy share one?. Relax la.

better still go buy Maybank and dont play play shares.

On KYY , yes, IMHO, KYY is a saint....the Warren Bufett and the Bill Gates of Malaysia wrapped into one.....too few such people in Malaysia and especially too few willing to come out in public.

And Bill Gates have an army of experts to advise him how to do charity with the max impact.

Good charity is not easy....good CSR is not easy. Look at the the public companies AR .....they all visit some orphanages and that is the high point of their CSR......there is book by Richard Branson called Screw Business as usual......in depth discussions , very good discussions about CSR.

on Comintel....I asked you to show me a healthy company whose BA and sales ratio is 1:1 as in Comintel. You have not responded......do you know what a 1 to 1 ratio means in cash flow. Yes...you have Comintel 1 and 2 and 3 ..and you are a story teller....but an analyst, you are not.
You audience are nobodies who rely on you without any thing being filtered in their brains.....your chief brainless fan is that Felix.

I have not twisted any thing in all my posts here.....and extraordinarily accurate too.
I cannot even find any mistakes in my posts.

Some people do public service by visiting orphanages, some by giving scholarships. I do public service by giving fair and balanced view on stocks without fear or favor.
Saves people a lot of headaches.

I do public service.
A lot of people appreciate this public service that I provide. Too rare in this forum.

So you are pondan....? Surprised.

Anyway, I will follow what you write in future. If there is improvement and you are ready to buy shares, I will tell you so.