KingKKK

KingKKK | Joined since 2023-01-11

Investing Experience -
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17

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268

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Total comments
268
Past 30 days
46
Past 7 days
16
Today
3

User Comments
Stock

8 hours ago | Report Abuse

Strong set of result with generous dividend, next catalysts will be Johor theme and healthcare segment IPO.

Stock

12 hours ago | Report Abuse

Nvidia just proved the AI boom has room to run

https://www.businessinsider.com/nvidia-ai-sales-q4-beat-estimates-2024-2

Nvidia's revenue beat estimates, indicating its AI-fueled boom has more room to run.
"Accelerated computing and generative AI have hit the tipping point," said CEO Jensen Huang.

Stock

12 hours ago | Report Abuse

Nvidia just proved the AI boom has room to run

https://www.businessinsider.com/nvidia-ai-sales-q4-beat-estimates-2024-2

Nvidia's revenue beat estimates, indicating its AI-fueled boom has more room to run.
"Accelerated computing and generative AI have hit the tipping point," said CEO Jensen Huang.
It also gave a rosy forecast but "can't rest on its laurels," Insider Intelligence said.

Stock

2 days ago | Report Abuse

Vehicle sales up 31% to 50,168 units in January

https://www.thestar.com.my/business/business-news/2024/02/20/vehicle-sales-up-31-to-50168-units-in-january

Despite many experts predict that 2024 TIV will drop against 2023, January sales jumped 31% !

This is positive to auto parts maker like APM.

I maintain my intrinsic value of RM4.66 for APM
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-03-story-h-189341481-APM_An_UNDERVALUED_GEM_Revving_Up_For_Growth_KingKKK_Intrinsic_Value_RM

Stock

2 days ago | Report Abuse

Daily volatile price movement is normal, the question to ask is how will YTLP earnings look like 3 years down the road... compare current price with earnings i.e. P/E then long term investor know the true value...

News & Blogs

6 days ago | Report Abuse

From the article above...

"It will generally be a good time for fire industries, such as those related to technology - like IT, artificial intelligence, and digital content."

YTLPower is the proxy for AI play due to its data center potential

News & Blogs

1 week ago | Report Abuse

These industries are aligned with the Wooden Dragon.

1. Utilities - The water industry is aligned with the Wooden Dragon due to the Water element, which supports tree growth, hence wood. (PBA is a pure water play).

2. Property industry - The Earth element in this industry allows roots to grow for sustainable growth. (UEMS is a proxy for this theme).

3. REITs - The Earth element in this industry allows roots to grow for the sustainable growth of the Wood element. (CLMT is a proxy for this theme).

News & Blogs

2 weeks ago | Report Abuse

Property Sector - Pre-CNY Rally Leaders and Laggards? Discussion about E&O, SIMEPROP, UEMS, SPSETIA, SUNWAY, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

Stock

2 weeks ago | Report Abuse

Property Sector - Pre-CNY Rally Leaders and Laggards? Discussion about E&O, SIMEPROP, UEMS, SPSETIA, SUNWAY, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

Stock

2 weeks ago | Report Abuse

Property Sector - Pre-CNY Rally Leaders and Laggards? Read here to see SUNWAY performance against other property companies

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

Stock
Stock

2 weeks ago | Report Abuse

Property Sector - Pre-CNY Rally Leaders and Laggards? Discussion about E&O, SIMEPROP, UEMS, SPSETIA, SUNWAY, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

Stock

2 weeks ago | Report Abuse

Property Sector - Pre-CNY Rally Leaders and Laggards? Discussion about E&O, SIMEPROP, UEMS, SPSETIA, SUNWAY, IOIPG, MAHSING and ECOWLD

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-08-story-h-189225169-Property_Sector_Pre_CNY_Rally_Leaders_and_Laggards_Discussion_about_UEM

Stock

2 weeks ago | Report Abuse

@JJPTR, UEMS no of shares is 5.0 billion, not 15. Please check your fact before simply post.

Stock

2 weeks ago | Report Abuse

Share price moving after good set of quarterly results.

Stock

2 weeks ago | Report Abuse

Scientex acquires 24 parcels of land in Muar for RM200 mil for mixed development

https://theedgemalaysia.com/node/699874

CapitaLand Malaysia Trust ventures into industrial segment with acquisition of three Iskandar M'sia factories for RM27m

https://theedgemalaysia.com/node/699892

One day two big land deal happened in Johor, why these companies buy properties/land in Johor? Suka suka too much money or the future is really good?

Stock

2 weeks ago | Report Abuse

2007年8月期间,UEMS 股价是RM4

Stock

2 weeks ago | Report Abuse

CapitaLand Malaysia Trust ventures into industrial segment with acquisition of three Iskandar M'sia factories for RM27m

https://theedgemalaysia.com/node/699892

"The proposed acquisition is expected to generate an annual rental income of RM2 million, with a first-year yield of 7.3%. It will contribute positively to CLMT’s income, and is distribution per unit-accretive to CLMT unitholders on a pro forma basis," it added.

7.3% yield is superb!

Stock

2 weeks ago | Report Abuse

The stock market is designed to transfer money from the active to the patient. - Warren Buffett

Stock

2 weeks ago | Report Abuse

Proton sold 12,882 units in January, best start to year since 2013

https://theedgemalaysia.com/node/699853

Looks like Total Industry Volume (TIV) is going to increase in January against Jan 2023. This is positive to APM.

News & Blogs

2 weeks ago | Report Abuse

#2 ahchan top contributors are YTLPOWER, RANHILL and YTL.

I like YTLPOWER - data center and AI play.

News & Blogs

2 weeks ago | Report Abuse

I am ranked #3 in January.

Most of my gains come from 2 stocks: PBA and UEMS.

I believe these 2 stocks are still the best for February.

Stock

3 weeks ago | Report Abuse

The big money is not in the buying and the selling, but in the waiting. - Charlie Munger

Sit and hold and wait for higher price appreciation.

AI + Data Center is the theme of the year, but in order to build Data Center you need land.

UEMS has the largest land in Johor among all listed property companies in Malaysia.
Their location of those land is also the most strategic.

Stock

3 weeks ago | Report Abuse

The big money is not in the buying and the selling, but in the waiting. - Charlie Munger

Sit and hold and wait for higher price appreciation.

AI, Data Center, Renewable Energy - these are the theme for 2024!

Stock

3 weeks ago | Report Abuse

The big money is not in the buying and the selling, but in the waiting. - Charlie Munger

Stock

3 weeks ago | Report Abuse

The big money is not in the buying and the selling, but in the waiting. - Charlie Munger

Stock

4 weeks ago | Report Abuse

I stick to my Intrinsic Value of RM3.60
The next catalyst will be the earnings in February, about 3-4 weeks from now.

Details on RM3.60 Intrinsic Value:
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-01-18-story-h-210403941-PBA_New_Intrinsic_Value_is_RM3_60

My track record is as below:
https://klse.i3investor.com/web/portfolio/mypf/193571

+19% to +20% at the portfolio level...

Stock

1 month ago | Report Abuse

To clarify the meaning of the announcement below, it means the cost that PBA pay to Penang State Government is status quo at 3 sen per cubic metre of water treated.

This is a good news to PBA because revenue increase (from tariff hike) but cost more or less same (maintain at 3 sen per cubic metre to state government).

Water Intake Fee = Amount PBA pay to state, NOT the water tariff or revenue to PBA.

PBAHB wishes to announce that Perbadanan Bekalan Air Pulau Pinang Sdn. Bhd. (“PBAPP”), a subsidiary of the Company has on 19 December 2023 received a letter from the State Government of Penang informing that the Water Intake Fee for year 2024 to 2026 shall remain at the rate of 3 sen per cu.m based on the annual actual production volume.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3416062

Stock

1 month ago | Report Abuse

NVDIA reached another All Time High...
594.91 USD
+23.84 (4.17%)today

Key question to think is:

Out of 1000 stocks listed in Malaysia, why NVIDIA only interested to do business with YTLPower?

Why does the CEO Jensen Huang spent 1-2 days to come to Malaysia? Their 1 day time is worth USD million OK...

Stock

1 month ago | Report Abuse

NVIDIA share price rebounded,

Price: 571.07 USD
Change: +10.54 (1.88%)

On and off weak hands will somehow find some fear reason to sell (e.g. NVIDIA dropped to USD550 at one point this week) but strong hands hold on because they know the true value of NVIDIA.

Stock

1 month ago | Report Abuse

OTB is right, if you know your intrinsic value of a stock, you should ignore daily price movement