tree...you got it.

stockmarkets to be healthy should be honest, transparent, simple


dont like all these corporate captains playing games with our money.

I think the rules of the stockmarket should be amended to make CEOs of public companies to have no other substantial business activities outside the listed company.

I like clarity, simplicity, focus and transparent.

foodie....you don't it...

People buy Instanco for Dr Yeoh's services....
So....so his principal business activities ie WY Consulting should be part of the deal.



this kind of deal here smells of messy, not honest, complicated and no good for stockmarket.

Mr.Koon's criteria of stock selection will definitely work, but selling is the most difficult task and ones must has the wisdom to decide oneself without beind spoon fed!@@@@@@@@@@@@@

agree 100%

with reference to CIMB report, I have to say OWG is sort of miracle stock.....

at a time of declining consumer demands, declining profits, closure of Genting theme park, high PE, low EPS, the share is doing very well....and CIMB speculates it may be worth 4X on certain assumptions.

This is a credit to its excellent portfolio of franchises, I guess good business model, good management....and analysts and stockbrokers ever eager to hope........

why is WY Consulting not injected into Instanco?

why is it left outside the group?

I don't like it when it is not transparent, when there is potential conflict of interest and when it is messy.

its CIMB again.....


doing an Instanco on OWG.

icon...PCCS announced Q results on 20 Nov....

can you do a Comintel on PCCS?

always encourage hardworking, daring, innovative even creative people....

congratulations icon....keep up the good work.

I consider Scientex to have high transparency( and certainty) in earnings growth

Why do we buy a share?
We buy a share because we are sure this year profit will be greater than next year profit....and the PE is very acceptable.


The Balance Sheet is under control, the plans are good, management is proven.

Share price we cannot control.....but we can be assured you are buying value.

You say people don't think or has no capability to think.

Universities teach people to think.....but those professors cannot even make 10% return a year.

Tree

Stock market is not about brain power....at least not just about brain power.


Smart people can think a lot and still fail.

Scientex is a giant in the making, not by accident but by good long term strategic planning over many years.

I think this is very good analysis...and I am bullish.

Valuation wise, it has to be done in two parts, the manufacturing and the property division. I expect both divisions to do well even despite the soft property market.

can someone help me to do a some of parts valuation...for the strong growth in the manufacturing division, I will give it a 20 - 25 X latest results. I consider this very conservative in view of excellent management, oil prices to remain low, US$ to remain strong.

for property division to give it a 15% discount rate ( very conservative) I actually think Scientex property division will do very well because it is into affordable housing in small towns and don't run into the troubles of the other developers in 2016.

Congrat Icon, you now famous syndicate promoter."""""



score one for icon...whose next?

icon is one of the best.

and very fast.

the power of this forum and icon is a powerful sifu.

I read already.

I guess it is a good analysis.

the three ingredients for sustainable investments are....good business model, good management and good figures.

I have no time to think about the first two.....but for contra play...any thing is possible.

icon.........

one problem.

if every share that reports a few million $ profits in a quarter can also buy, where got so much money to buy everyone of them?

what I don't like is....I don't like the company's web site.

tks tree.

Instanco is for speculators and those putting their money into CIMB talking about projects......lol.


Dr. Yeoh very smart man....be careful of very smart people.

they say the pp is to retail via stockbrokers too. Is that true?


if true, it means they cannot even get institution support and no lock up period. its a case of get and dump.

why not condoms and Karex?

its the story, the management and the numbers, in that order.


story first.

Posted by sunztzhe > Dec 16, 2015 11:48 AM | Report Abuse

I m fully invested in JTIASA and TAANN


=========


i agree.

this is a portfolio and should contain risk by diversification....I say , at least 5 stocks and no derivatives.

in other words, no stock should be more than 20% of portfolio.

completely agree with OTB.

this is a portfolio and should contain risk by diversification....I say , at least 5 stocks and no derivatives.

I will stick with ringgit weakness and low oil prices for exports but laggards.........
meaning timber, plywood, electronic assembly, plastic, export manufacturing.

any suggestions.?

Can I ask , how many people working for Calvin Research?


Either a dozen or Calvin superman.

When the going gets tough
Calvin gets going.

They print more shares than the FED.

It is not as if there is nothing else good to buy.......

sleeping dragon wakes.

excellent Q results.

bankrupt lo.

hahahaha

AAX, next Q no more forex losses, $400m savings on fuel goes straight to PL.
now you know why people buying.

new business, new joint MD, $12m PBT last Q on 110 m shares, diluted.


people show look into this and advise....potential multiple bagger.