Singapore has no theme to play right now.

Malaysia still has currency play and cheaper raw material play for selected companies.

Yes, it means KYY stocks still got legs in 2016

And expect Singapore money too

And money from Malaysian who in recent years went to property market to come back to stock market....I am a good example.

Murali

You cannot criticize a guy whose actual portfolio, his recommendations and the portfolio for competition are the same set.

That is call transparency, got conviction and consistency....it shows a man in harmony with his environment, at peace, relaxed, free of anxiety ....all the attributes for success.

I think that is KYY best and honest attempt and the stocks he actually hold.....I too bought Chinwell and TGuan recently and glad to follow the master


(, do you think KYY not plan to win the competition. He only want to dispose what he bought recently.
)

It's called marketing......even Apple and Steve Jobs do marketing


( I knew his position is heavy in vs....so allocated 30% on vs in his stock list....he he
02/01/2016 12:38))

It called convictions.
No one can make big money without conviction.

Opposite is of course also true that you can lose big if excessive conviction

There is always the yin yang



( And how to know the co will post better results in coming quarters?do u borrow the crystal ball fm otb?
02/01/2016 12:37)

That is the idea.


(
2664 posts
Posted by murali > Jan 2, 2016 12:27 PM | Report Abuse

In short,buy today if u know it will go up tmr....
)

Confused....I thought he has explained it well already in that article.....that Xinguan is only for 83 years old with infinite patience and unlimited capital to be handled over to foundations long after he no eye see.

Not for 1 year horizon.

I am 60 years old and I thought I know every thing, read all the good books yet reading your articles have sharpened my skills, gave me more confidence and narrow down the strategy.

Ghent not bad, but I found others more beautiful.

When Ah Jib plots with Ah Chin, it is Ah Yat that will have to pay the bills.

700million shares, $70 million cash PN17 company.

does it mean it is worth 10 sen per share.? minus normal discount for cash companies, the share should be traded at 8 sen then.

watch out all ACE companies.

from the web site

YEAR 2012
Launch self operated point of sales in departmental stores.
Awarded Forbes Asia-Top 200 Companies - Best Under USD1 Billion.

don't be so hard on Koon.

lets just call it sentimental for mother land.

bigger fish in Wall Street has fallen to capitalism China style.

capitalism China style.

Nice work

This is called sai Lang.
Bluff money only.

Plane......that last observation is probably a good observation.

Banks cannot buy, domestic consumption, cars, houses, properties, , insurance, travel cannot buy......
That is the conventional wisdom, not much left.

The brave will give two fingers to conventional wisdom and be a contrarian.

That is why I started by saying only the brave will buy CCB.

For me, selected small cap stocks still got room for me to play.

Low PE is not a cure all.
It depends.........

The market is not going to reward you for buying low PE in such stocks.
You want to buy the low PE game....go for KYY stocks....all those under covered small stocks and suddenly profits shoot up.
Ccb kind of stocks only interest me when real crisis and very high PE.

It's the exporter bosses ........hahaha.

Not for me

have it your way.
only the brave buy motor stocks for 2016.

why shouldn't CCB sell at PE of 6?

its a cyclical stock at its peak.

90 days from 1 Q results to next Q results. Plenty of time for multiple contra plays.


<Posted by koonbee9 > Jan 1, 2016 09:39 PM | Report Abuse

If u use warren buffet technic to play share in malaysia, i wonder you can earn money or not...totally different country different culture, different mindset of people etc...dont too busy go to study successful people's story la...alot of the book for successful people in the market are well package with great story la>

Warren Buffet never play with low margin business. Million things can go wrong with a low margin business.



< Posted by paperplane2016 > Jan 1, 2016 09:13 PM | Report Abuse

There are so many great company ard, why risk my money here? Big no no to me!>

I will leave this thread. No risk no rewards, high risk high rewards.
But anyone playing with such a low margin business should beware.
Assuming a 6 months cycle, contract negotiated in April period produced a 4 % increase in margin by October period ...when the ringgit drop by 20%, prompt me to say the company is heading towards bankruptcyVery obviously the contracts were priced in US$.
It is a very low margin business and the company has no pricing power.

( EBIDA Margin improves from 1.4% (Oct 14) to 2.1% (Jan 15),3.2% (Apr 15), 5.2% (Jul 15) and 7.2% (Oct 15)....Unbelievable......What kind of biz are they in? Very limited info available for their manufacturing division..
01/01/2016 19:05)

I. Proposed Capital Reorganisation (Including Par Value Reduction); And ii. Proposed Rights Issue With Warrants

BackSep 29, 2015
Type Reply to Query
Reply to Bursa Malaysia's Query Letter - Reference ID IQL-28092015-00002
Subject I. PROPOSED CAPITAL REORGANISATION (INCLUDING PAR VALUE REDUCTION); ANDII. PROPOSED RIGHTS ISSUE WITH WARRANTS
Description XINGQUAN INTERNATIONAL SPORTS HOLDINGS LIMITED (XINGQUAN OR THE COMPANY)

(I) PROPOSED CAPITAL REORGANISATION (INCLUDING PAR VALUE REDUCTION); AND

(II) PROPOSED RIGHTS ISSUE WITH WARRANTS

(COLLECTIVELY REFERRED TO AS THE PROPOSALS)
Query Letter Contents
We refer to your Company’s announcement dated 25 September 2015, in respect of the aforesaid matter.

In this connection, kindly furnish Bursa Securities with the following additional information for public release:-

1. Given that the par value reduction is to facilitate the issuance of Rights Issue shares and there is no accumulated losses by XINGQUAN INTERNATIONAL SPORTS HOLDINGS (“XINQUAN” or “Company”), please provide further justification for your Company to undertake a steep par value reduction from US$0.10 to US$0.01 each.



2. Your Company has represented that it has cash and cash equivalents of approximately RM886.55 million or equivalent to RMB1.457 billion ("CCE") as at 30 June 2015. In this respect, please further substantiate the needs to raise RM26.94 million (Minimum Scenario) or RM50.71 million (Maximum Scenario) via the Proposed Rights Issue with Warrants which represents only 3.04% (Minimum Scenario) or 5.72% (Maximum Scenario) of the CCE respectively.



3. Based on the CCE of RM886.55 million as at 30 June 2015, it is noted that the interest income received, based on the annual audited accounts as at 30 June 2015, is only RMB4,618,000. In this respect, please provide further clarity as to why the return on interest income is so low.

Please furnish Bursa Securities with your reply within one (1) market day from the date hereof.

Yours faithfully,





HENG TECK HENG
Vice President, Issuers
Listing Division

Regulation
TGG

Cc : Market Surveillance Dept. , Securities Commission (via fax)


the SC wants to know why a rights issue when they have $1 billion in the bank.

if it is not too late.
my portfolio is....

in equal portions

Jtiasa
Taan
Keinhin
Tguan
Chinwell

The ultimate contrarian proposition.
Fellow readers don't appreciate it as the ultimate contrarian proposition...and one of the attributes of a successful investor.

provided one has the patience and the extra cash.

I just found I have been disqualified as 3 of the red chips I proposed are below 10 sen each.

I couldn't find 5 red chips that are above 10 sen.

my stock picks for the year of the Monkey

all in equal portions

2015 year of the exporters
2016 year of the red chips

Instacom

XingQuan International Sports Holdings

Xinghe

Multi Sports Holdings

China Automobile Parts Holdings

China Stationary

Follow at your own peril. No one to pity you.

Can I be included?

my stock picks for the year of the Monkey

all in equal portions

2015 year of the exporters
2015 year of the red chips

Instacom

XingQuan International Sports Holdings

Xinghe

Multi Sports Holdings

China Automobile Parts Holdings

China Stationary


thanks

You people all talk 3 talk 4.

KYY has given you all a risk reward proposition

Make your own decisions, based on your own assessments and age.

But Comrade Koon have to ask the Party first.


Posted by murali > Dec 31, 2015 04:09 PM | Report Abuse

If Con Con dont give dividen then Koon Koon launch the takeover...

I believe the cash is there....But but....

In Western style capitalism, advisers will tell the Directors that if PE is too low, it means the Company should declare dividend as the shareholders can use the money more efficiently.
If PE is high...like if you are Warren Buffet....then the company should keep the cash as the markets decided that the company can make better use of the cash.

but in socialists China, what come into my pocket is mine, and not yours.

Koon got a lecture like this:


In Western style capitalism, advisers will tell the Directors that if PE is too low, it means the Company should declare dividend as the shareholders can use the money more efficiently.
If PE is high...like if you are Warren Buffet....then the company should keep the cash as the markets decided that the company can make better use of the cash.

but in socialists China, what come into my pocket is mine, and not yours.

2015 year of exporters.

2016 year of the Malaysian red chips.

go go go.

Although I am nearly 83 years old, I can wait patiently. When I die my Charity foundation can wait patiently. I think the risk in buying Xingquan is small.
I am not asking you to buy. If you buy, you are doing it at your own risk.

......


if you are not 83 years old, you probably don't have the patience.

i Know. I hope he didn't eat too full, or he will get indigestion.


<Posted by Icon8888 > Dec 31, 2015 02:06 PM | Report Abuse

Jack will jump when he see this... He is out for lunch...>

comintel

if there is a less focused company in the world, I have not seen it yet.
96% of revenue, 100% profits come from the manufacturing division as contract manufacturer yet, the annual reports and web site is full of junks about 2 , 3 other divisions....and no details about the manufacturing division.
same lack of focus is shown in the shareholders list which explains quite a lot.
the sudden drop of ringgit value gave the company a one year reprieve against bankruptcy, but when the contract prices are up for negotiations, they will not be so lucky.

no, its Instan come not instant death.

icon....its 9.53 already.
looks like your followers more powerful than bone's.
we will see at 5.00pm but so far it seems your record is safe.

what I don't like about this Denko is that the shareholder list looks like this is an orphaned child. but they did have a new horse (CEO) middle of this year

I like sell side analyses. One more to strike out.

view

CIMB are the chief corporate bankers and promoters of all three GHL, OWG and Instacom from the word GO. They all have excellent stories to tell.

Many other stocks also have great stories to tell....but nobody to tell them...these stocks are called hidden gems.

view

concept stocks...some concept stocks like Google and Amazon do vely vely over a long period.
the majority of concept stocks crash without trace like MH 370. So what will it be?

I also noticed that this year, CIMB has been very aggressive in pushing concept stocks.........GHL, OWG and now Instacom.

GHL has sort of crashed, OWG still flying high...future? don't know yet. Instacom?

buy Pensoni...come 2016, people can only buy Pensoni products, no more European products................

In Western style capitalism, advisers will tell the Directors that if PE is too low, it means the Company should declare dividend as the shareholders can use the money more efficiently.
If PE is high...like if you are Warren Buffet....then the company should keep the cash as the markets decided that the company can make better use of the cash.

but in socialists China, what come into my pocket is mine, and not yours.

I have checked the CIMB report, the CIMB report correctly uses the figure of 3.24 diluted share capital ( before the recent pp). Credit to CIMB.

conversion price of the 900 million warrants is 10 sen........surely you want the shares to stay above 10 sen....lol.

<Desa, the official figure is still 2,34bil. Even if updated, it should not exceed 2,7bil.>

concept stock.
thinkplse...Dr Yeoh vely vely smart man.

what is stated are all public information.

<what he stated u believe 100%...u so naive...>