Engliishtea

Engliishtea | Joined since 2014-04-15

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Stock

2014-04-15 17:04 | Report Abuse

ini semua angkara surat khabar hari itu. bukan salah sykt dsonic

Stock

2014-04-15 16:50 | Report Abuse

Don't believe those UMA or newspaper. Dsonic is fundamental very strong

Stock

2014-04-15 16:40 | Report Abuse

I will try to explain it in a simple way. I hope everyone will humble themselves and listen. As people said, ego can kill and ego can cause you to make wrong judgement. Sometimes we have to think outside of the box and there is always something TA and FA doesn't tell you.

Let's use houses as an example. Assuming we have 100 houses in one area A and another close by area B has 10 houses. All these houses start price is RM50k. Every year 10%people move in and out of area A (10) and area B (1)

If you start buying house in area A, most likely you will get a better price. Agree? Simply because there are more competition. If 9 sell at RM60k and 1 sell at RM70k. Then of course people will pay RM60k and the 1 that sell at RM70 will need to lower his/her price.

If you love to move into area B, only 1 out of 10 house is sold. You are unlikely to get a good price because the seller has no competition. Agree?

Ok, Now let's say government agree that houses in area B is huge and should split into 5 and become 50 houses and still owned by 10 owners and each house sell at RM10k. Assuming some owner sell part of the houses, then the price should be lower but it is still more expensive than area A, People are more attractive to buy the smaller house at RM10k as it is in a good area.

DSONIC is like area B. When it first issues shares, the number of shares is small. After 1:5 split, it is still small. Now there is one key factor that most people never bother to find out is the top 30 share holders own over 90% of the shares.
http://www.insage.com.my/ir/cmn/t01/tsh_t01.aspx?Symbol=5216

These 90% shareholder seldom sell their shares even after the split and first round of bonus. So the split has virtually no effect to the liquidity of the shares.

The remaining 10% is hold by a lot of loyal retailer and I am proudly to be one. Most of us not selling any shares after split. So even the number of shares has increased, The 50 houses is still worth like 10 houses. As more and more people aware of area B, they are willing to put a higher price. It's happening in real life in good area, It's happening to dsonic shares too.

With low free float counters, share price can be up and down quickly. Still not convinced? Go and check Ecoworld and HLCap.

Last week when it raised to 4.87, I agree it was indeed rise without proper fundamental back up and I assume it is because of the CA. I agree various sifu and expert here issue warning and everyone should listen. Most of us were blinded by the greed.

However, with recent few additional announcement, I think we should look it at a different way.

Btw, people always says how much percentage that dsonic has increased since IPO. If you value a share like this, people will never buy shares like public bank, nestle, genting and etc. EPS should be studied and compared with peers.

Stock

2014-04-15 16:25 | Report Abuse

I will try to explain it in a simple way. I hope everyone will humble themselves and listen. As people said, ego can kill and ego can cause you to make wrong judgement. Sometimes we have to think outside of the box and there is always something TA and FA doesn't tell you.

Let's use houses as an example. Assuming we have 100 houses in one area A and another close by area B has 10 houses. All these houses start price is RM50k. Every year 10%people move in and out of area A (10) and area B (1)

If you start buying house in area A, most likely you will get a better price. Agree? Simply because there are more competition. If 9 sell at RM60k and 1 sell at RM70k. Then of course people will pay RM60k and the 1 that sell at RM70 will need to lower his/her price.

If you love to move into area B, only 1 out of 10 house is sold. You are unlikely to get a good price because the seller has no competition. Agree?

Ok, Now let's say government agree that houses in area B is huge and should split into 5 and become 50 houses and still owned by 10 owners and each house sell at RM10k. Assuming some owner sell part of the houses, then the price should be lower but it is still more expensive than area A, People are more attractive to buy the smaller house at RM10k as it is in a good area.

DSONIC is like area B. When it first issues shares, the number of shares is small. After 1:5 split, it is still small. Now there is one key factor that most people never bother to find out is the top 30 share holders own over 90% of the shares.
http://www.insage.com.my/ir/cmn/t01/tsh_t01.aspx?Symbol=5216

These 90% shareholder seldom sell their shares even after the split and first round of bonus. So the split has virtually no effect to the liquidity of the shares.

The remaining 10% is hold by a lot of loyal retailer and I am proudly to be one. Most of us not selling any shares after split. So even the number of shares has increased, The 50 houses is still worth like 10 houses. As more and more people aware of area B, they are willing to put a higher price. It's happening in real life in good area, It's happening to dsonic shares too.

With low free float counters, share price can be up and down quickly. Still not convinced? Go and check Ecoworld and HLCap.

Last week when it raised to 4.87, I agree it was indeed rise without proper fundamental back up and I assume it is because of the CA. I agree various sifu and expert here issue warning and everyone should listen. Most of us were blinded by the greed.

However, with recent few additional announcement, I think we should look it at a different way.

Btw, people always says how much percentage that dsonic has increased since IPO. If you value a share like this, people will never buy shares like public bank, nestle, genting and etc. EPS should be studied and compared with peers.

Stock

2014-04-15 16:14 | Report Abuse

I am buying more.

Stock

2014-04-15 16:02 | Report Abuse

I buy Karex better. Lose everything in Inari and Dsonic

Stock

2014-04-15 15:59 | Report Abuse

Just my luck, I bought Inari 2.90...also down.

Stock

2014-04-15 15:55 | Report Abuse

3 lives gone...game over

Stock

2014-04-15 15:55 | Report Abuse

Lose pants and underwear at the same time :(

Stock

2014-04-15 15:53 | Report Abuse

Cry also no tears already

Stock

2014-04-15 15:52 | Report Abuse

Tauhu sudah jadi bubur hangus

Stock

2014-04-15 11:14 | Report Abuse

Wahaha, can't believe what I said this morning has come true!!! Woohoo, Monday sure flying to sky. Ok report to police on Monday :-)

Stock

2014-04-15 11:13 | Report Abuse

It's going to push the mother higher. 0.15 asking price + exercise 3.72 = 3.87. Will you buy the CA at 0.15?

Tomorrow gap up, hopefullly.

Stock

2014-04-15 11:12 | Report Abuse

I can't believe you guys still talking about designated and UMA. These will only be issued when price rise without any announcement to curb speculation.

Now, four corporate announcement has been published since beginning of April, still UMA?

I am thinking the TA guy and author of the "designated?" stories on the news paper already knew all this before hand. Like it or not, I think they are laughing all the way to bank now

Stock

2014-04-15 11:11 | Report Abuse

See how ecoworld perform after UMA. Hold tight.

Stock

2014-04-15 11:10 | Report Abuse

They have plan to expand to new geographical area. Malaysia alone is providing massive benefit for dsonic profit. They are now focusing on more countries. I have also said before that they buy this for synergy (cost cutting).

You can also look at the table the kind of cards they manufacture. If IRIS warn that they want to win contracts over dsonic, don't you think dsonic will sit still? I think dsonic is in a better position to win over IRIS existing contract in other geographical area just as they won the MyKad contract from them. If you are long term investor, ignore the noise here. Most people here just want to earn a quick money. For long term investor, be focus and don't kill the golden goose. I am sure those people that sell will need to pay a higher price to buy back later. For those who has bought above 4. Don't be disappointed. It will get there soon.

Following are the key take away for the reason of acquiring APCS

1. To create synergies to Datasonic’s smartcard business segment enabling
Datasonic to offer a wider range of products and expansion into new
geographical areas.


2. To enable Datasonic to mitigate its potential risks of competition and to protect
Datasonic’s business in the smartcard industry.

3. The existing technological know-how, expertise and skill sets in APCS will
help to accelerate Datasonic’s business expansion plans.

4. To enable Datasonic to achieve greater economies of scale which support
further cost savings as a result of better control of the supply chain of its
smartcard products and related services.