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2019-03-10 22:25 | Report Abuse
Nevemind, it is bed time....
Goodnight everybody
2019-03-10 22:25 | Report Abuse
Read your above comments again, dude
Are you proud of them ?
Does that sound like somebody that has the maturity that probability should trust his hard earned 200k with ?
2019-03-10 22:13 | Report Abuse
yes, it is true, it is complicated
that is why probability wi never write an article like what you did
because he knows there is not sufficient information to construct a meaningful model
you are different, you plow ahead, feeding rubbish into your machine and getting rubbish out of it
Posted by Choivo Capital > Mar 10, 2019 10:09 PM | Report Abuse
Icon8888,
In highly complex, reflexive and chaotic systems like the market, I don't think it makes sense to aim for precision.
2019-03-10 22:08 | Report Abuse
because I myself was a bloody engineer
electronics
cheers
Posted by probability > Mar 10, 2019 10:07 PM | Report Abuse
Oh Icon8888...you made my day!...thanks from bottom of my heart!
you described it very well..
2019-03-10 22:07 | Report Abuse
dont believe me ? go back and read Jon's infamous article about how Jaks' power plant will loss money in the next twenty five years.
based on few tiny bits and pieces of info, he dreamed up a financial model and cash flow projections that extrapolates into the next twenty five years
from that article, I size up Jon Choivo, and tells myself this guy has a major flaw in his intellect
Posted by Icon8888 > Mar 10, 2019 10:03 PM | Report Abuse X
the problem with accountants is that gives them a bit of info, they cook up a whole set of theory
2019-03-10 22:03 | Report Abuse
the problem with accountants is that gives them a bit of info, they cook up a whole set of theory
Jon is like that, qqq3 is like that
philosophical, but not hard-hitting
engineers are different, they painstakingly put together information to form a working model closely mirroring real life operating conditions. They treat complicated systems (such as stock market) as a giant machinery (in this case, consuming information). Pull the right levels, press the right buttons, then you will get the right outcome. Emphasis is on precision, instead of vague concepts. That is how people like probability operates
2019-03-10 21:54 | Report Abuse
I finally finished reading. But no freaking idea what he is trying to say
2019-03-10 21:48 | Report Abuse
ok...now I am going to toilet for fourth time...
2019-03-10 21:46 | Report Abuse
oh my god... Grand Ah Whoom, what the heck is that ? do you really need to add something like that for an investment article ?
2019-03-10 21:44 | Report Abuse
read 20% already need to go toilet 3 times. Really long winded...
damn it
2019-03-09 18:58 | Report Abuse
Empty article
2019-03-09 02:03 | Report Abuse
Maybe ? Maybe you should sleep earlier
: 0
2019-03-08 12:30 | Report Abuse
the new golden rule is not as good as the original one, in my opinion
it swaps "next year earning is expected to be higher than this year earning" for "two consecutive quarters of increasing profit". By doing so, it no more relies on rational analysis but instead on quantitative data, without proper understanding of the reasons behind the growth / potential growth
DK66 If he follows his golden rule, he will come back after Jaks posted 2 consecutive quarters of increasing profits in Q1 and Q2 2019.
08/03/2019 10:42
08/03/2019 12:29
2019-03-08 09:53 | Report Abuse
My TA Friend said "operator is in control"
; )
2019-03-06 11:40 | Report Abuse
If you read mfcb analyst reports, the details are there
2019-03-06 06:30 | Report Abuse
This stock I have
As a property play backed by kerjaya boss
Maybe one day he injects assets
But you are entitled to your opinion
No worry
: )
2019-03-05 18:57 | Report Abuse
I wouldn’t blame his ex girl friend
2019-03-05 18:47 | Report Abuse
They are swinging contracts to ht padu
2019-03-05 18:45 | Report Abuse
How to become contrarian in life ? Kindly enlighten
Thanks
Posted by Ricky Kiat > Mar 5, 2019 10:08 AM | Report Abuse
i am a true contrarian , not only in stock investing, but life also.
2019-03-05 13:21 | Report Abuse
yes, likely
because 2020 US election year
Trump will goreng market high high
he is very particular about state of the market as a measure of the success of his presidency
a very unique president
2019-02-22 16:57 | Report Abuse
ooi horrible lah... where got attack you ? I am a big fan of you
LOL
2019-03-05 12:04 | Report Abuse
LOL it is amusing to read Herbert's articles. I wonder whether he is genuinely desperate or trying to be funny
2019-03-05 10:01 | Report Abuse
DK66 I believe you are an agent of ALP.
it is a pleasure to know you.
Hopefully one day we can meet up and have a cup of tea.
(after I take profit at RM4.00, LOL)
2019-03-05 09:57 | Report Abuse
yes, as at today, the situation is such that management interest has finally been aligned with that of shareholders
a state of equilibrium has been achieved
I have been waiting for this for a long time
2019-03-05 09:49 | Report Abuse
ricky kiat, eco world international
results out this month
AGM this month
A little bird told me will run
2019-03-05 09:38 | Report Abuse
Abang misai, You have to take into consideration the margin of safety mah. At 43 Sen you guys are scolding and cursing. Has it ever crossed your mind that even if ALP is dishonest, is he going to siphon off RM227 mil ? Even if he siphons off RM100 mil per annum, I still have FM127 mil to cushion me mah. If he really goes to the extent of siphoning off RM227 mil, that is fate loh
That is why I say many of you are stupid. Your perception and expectation are driven by share prices. You are negative when share price is down and turn positive when share price is up. True investors like Ricky Kiat, DK66 and me are guided by fundamentals
In Buddhism terms, we seek the truth, while you people (including the cynical CharlesT and KS55) are perplexed and confused by artificial appearances
2019-03-05 09:11 | Report Abuse
abang misai are you now acknowledging that all this while I have not been wrong about jaks ?
I want to hear you say it
2019-03-05 07:58 | Report Abuse
Yes if 460 MW of course earning higher
2019-03-05 07:15 | Report Abuse
MFCB 260 MW makes RM200 mil
Jaks 360 MW makes 360/260 x RM200 mil = RM277 mil
Less interest expenses and others RM50 mil = RM227 mil
EPS = RM227 mil / 550 mil shares = 41 Sen
PER of 10 times
Target price RM4.10
2019-03-03 21:21 | Report Abuse
Ah, bump into Fabien again
: )
Blog: (CHOIVO CAPITAL) My Speech on 2 March 2019: My experience and Identifying a wonderful company.
2019-03-03 14:25 | Report Abuse
you looked ok lah
cough cough
2019-03-03 14:22 | Report Abuse
the problem with Philips is that he thinks he knows about the businesses when indeed he knows very little
when come to investing , it is very important TO KNOW WHAT YOU KNOW AND WHAT YOU DON'T KNOW
when I don't know about something, I tell myself I don't know and leave it to time and chances to sort things out
philips is the opposite. When he doesn't know, he thinks he knows, and he jumps into conclusion
too judgmental, too un-open minded
2019-03-03 14:17 | Report Abuse
you have to bear in mind that tabao , lazada etc has been in operation for long time already. they are not something new.
whatever negative impact they have, the Malaysian companies have been surviving and thriving.
so it is meaningless to keep referring to them every time we talk about Malaysian producers
2019-03-03 14:14 | Report Abuse
he has been saying that from success transformer, pantech and now to YOCB... that is why I found his comments becoming meaningless....
Posted by qqq3 > Mar 3, 2019 12:36 PM | Report Abuse
(S = Qr) Philip Can yocb compete with taobao and Lazada? If Chinese textiles and fabric start to come in and fight your market, do you think yocb can survive?
======
u put it like that everybody also die la, no need to do business.
Blog: (CHOIVO CAPITAL) My Speech on 2 March 2019: My experience and Identifying a wonderful company.
2019-03-03 13:51 | Report Abuse
so longwinded ... I need to keep slapping myself to stay awake
ok lah give you a like also
2019-03-02 20:37 | Report Abuse
A lot of new bloggers recently
2019-03-02 11:06 | Report Abuse
Put your books on kindle , then I will buy
It is quite easy to do
2019-03-01 18:06 | Report Abuse
stop this nonsense talk about Yinson take over
Ananda is a tycoon
no tycoon will allow others to take its company over
especially if he has so much firepower
2019-03-01 14:50 | Report Abuse
If you read the quarterly, it mentions monetisation of assets
2019-03-01 14:33 | Report Abuse
kitchen sinking
the worst is over
2019-03-01 12:55 | Report Abuse
I am that kind of people who dumb dumb hold to absorb all the bad news and good news, and then eventually cashes out when the tree produces fruits
2019-03-01 12:54 | Report Abuse
I am comfortably holding ht padu
if there is a story or a theme, I will stay, as I believe nobody can enter at perfect timing
that is my style
Stock: [JAKS]: JAKS RESOURCES BERHAD
2019-03-11 10:09 | Report Abuse
Few months ago, everybody told me I am going bankrupt buying warrants at 25 Sen
Most of them ended their sentence by warning me ominously "all the best"