Thomas you still holding on to your 11.38? I admit defeat and quit with slight loss.

Yup I quit with slight losses RM200++

Toay klci very bad. Come back another day. Now go back study... :)

Luoli admit defeat. Cutloss 11.30@2000 units.

Loss RM200 + brokerage

Touch 11.30 already? I did not even monitor the market.. sigh...

Mau judi dun be scared. Luoli go RWS judi up down few thousand thousand SGD sap sap sui one...those losers only come here blow water only very syiok ah? Get a life...hihihi

Added another 10 lots at 11.32. My average cost now is 11.40 :)

Double bottom?

wow touch 11.32 for second time, hope it doesnt break...

Cost 11.48

Cut loss point 11.30

Cut win point 11.88

thomas..i still holding on..my cost is only 11.48 why worry now hehe

KLCI getting worse...most counter down...cant expect HY to do much...

Cannot break 11.57 :(

Then you can sell now for a profit. Its 11.56 now

No add...my cost price is still 11.48...what is your target selling price?

Posted by Thomas > Mar 5, 2018 10:54 AM | Report Abuse

you got add bo in 11.32?

Touch 11.32 but now return to 11.52...maybe can earn a few hundred bucks instead of losing.. :)

Calling Annetan the TA expert...after 11.32 can rebound to how much? :)

If break 11.30 Luoli will admit defeat and cutloss..

Annetan..your TA very chun...touch 11.32 and rebound now...

11.32 now...can rebound?

sellin is strong...maybe luoli will lose a few hundred bucks today... :(

Boring school life...just judi a bit to have fun...betting for a rebound from 11.48...let's see... :p

aiyoyo...so many negative pipu here...ok lah today luoli only do intra daytrade...cut win or cut lost before end of day. Cost price = RM11,480+brokerage..

calling uncle dragon..mau judi tak...can buy closing price above or below 11.48...up to you...buy 1 pay 1

luoli buy 10 lots only .. RM11,480++ investment...for the sake of judi... :)

lai lai lai...luoli open table judi again...luoli bought HY at 11.48 ...bet today close above or below 11.48.... all bets welcome :)

1. HIGH EPS EXCEEDING RM 3.40.
2. STRONG EPS GROWTH EXCEEDING 300% FOR 2017.
3. STRONG CASHFLOW EXCEEDING RM 3.70 PER SHARE.
4. MSCI SMALL CAP & BURSA MIDCAP INDEX COMPONENT STOCK.
5. STRONG BALANCE SHEET WITH CASH IN HAND RM 1.00 BILLION OR RM 3.30 PER SHARE LOH....!!
6. STRONG BANKS SUPPORT WITH LOAN APPROVAL REFINANCING EXCEEDING RM 1.70 BILLION.
7. POTENTIAL DIV COMING SINCE HAVE RM 1.0 BILLION CASH IN HAND AND CASH GENERATION EXCEEDING RM 3.70 PER SHARE.
8. STRONG SHARE ACCUMULATION BY CHINA FUND MANAGERS .
9. VERY VALUABLE REFINING CAPACITY OF 120K BPD WHEN COMPARE TO PETRONAS NEW REFINERY INVESTMENT COST OF RM 64 BILLION FOR 300K BPD AND PETRON NEW REFINERY CAPACITY INVESTMENT COST OF RM 6.4 BILLION FOR ADDITIONAL 60K BPD LOH.....!!
10. INVENTORY GAIN EXCEED RM 100 MILLION.
11. FOREX GAIN EXCEED RM 50 MILLION
12. HENGYUAN SHARE HAS ALMOST COMPLETED CONSOLIDATION AND RIPE FOR A VERY VERY STRONG REBOUND LOH....!!
13. HENGYUAN IS MSIA OPERATIONS WITH STRONG HONEST MSIA MANAGEMENT AND DIRECTORS MAJORITY LOH...!!
14. POTENTIAL IMPAIRMENT WRITE BACK AS THE REFINERY ASSETS ARE PUT BACK TO USE IN 2018 LOH....!!
15. HUGE ROE GAIN EXCEEDING 60% PA FOR HENGYUAN.
16. HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!

RAIDER ESTIMATE TP RM 22.00 TO RM 42.00, JUST DUMB DUMB HOLD FOR THIS 2 MONTHS COMING MAH....!!

WHEN BLUECHIPS IS MAKING IS A REALITY, THEN PE 10X TO 15X...IS A REALITY LOH...!!

TAKE NOTE OF THIS IMPORTANT HIGHLIGHTS LOH...!!

"HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!"

traderman
6299 posts

Posted by traderman > Mar 2, 2018 05:50 PM | Report Abuse

raider said cut loss 13 mah. you all no listen?

LuoLi
1304 posts

Posted by LuoLi > Mar 2, 2018 05:52 PM | Report Abuse X

YES as usual General Raider will lead all hengyuan bull army to victory loh.....!!

LEARN FROM THE BEST INVESTORS IN PUDU MARKET, AHFAH WHO MANAGE TO SEND HER SON TO STUDY IN AUATRALIA JUST BY INVESTING HENGYUAN DUMB DUMB LOH.!

We want to support many investors like ahfah, manage to send her son to study in australia by just investing in hengyuan dumb dumb loh...!!
Like warren buffet philosophy, those who invested berkshire hathway dumb dumb now very very rich loh...!!

IT IS OK LOH...TO HAVE NEGATIVE VIEW LOH....!!
BUT MUST COUNTER THEIR POINTS AND FAKE VIEWS LOH...!!
IF NOT IT WILL CAUSE FINANCIAL DAMAGE LOH...!!

RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!

PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!

AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!

PLEASE NOTE WE ARE PREVENTING FALSE AND FAKE NEWS FROM NAYSAYERS FROM CAUSING, BIG BIG LOSSES TO LONG TERM INVESTORS FROM SELLING TO PREMATURELY LOH;

REMEMBER THE STORY OF SAD ADMIRER OF 3iii AHMOI UNABLE TO AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY BCOS LISTENING TO 3iii SELLING HER HENGYUAN AT RM 3.66 LOH..!!
AHMOI BEST FRIEND AHFAH HANG ON TO HENGYUAN DUMB DUMB, TODAY BASED ON HER PROFIT, IS ABLE TO FINANCE HER SON STUDY IN AUSTRALIA, JUST BASED ON HENGYUAN INVESTMENT ALONE LOH...!!

YES as usual General Raider will lead all hengyuan bull army to victory loh.....!!

LEARN FROM THE BEST INVESTORS IN PUDU MARKET, AHFAH WHO MANAGE TO SEND HER SON TO STUDY IN AUATRALIA JUST BY INVESTING HENGYUAN DUMB DUMB LOH.!

We want to support many investors like ahfah, manage to send her son to study in australia by just investing in hengyuan dumb dumb loh...!!
Like warren buffet philosophy, those who invested berkshire hathway dumb dumb now very very rich loh...!!

IT IS OK LOH...TO HAVE NEGATIVE VIEW LOH....!!
BUT MUST COUNTER THEIR POINTS AND FAKE VIEWS LOH...!!
IF NOT IT WILL CAUSE FINANCIAL DAMAGE LOH...!!

RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!

PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!

AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!

PLEASE NOTE WE ARE PREVENTING FALSE AND FAKE NEWS FROM NAYSAYERS FROM CAUSING, BIG BIG LOSSES TO LONG TERM INVESTORS FROM SELLING TO PREMATURELY LOH;

REMEMBER THE STORY OF SAD ADMIRER OF 3iii AHMOI UNABLE TO AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY BCOS LISTENING TO 3iii SELLING HER HENGYUAN AT RM 3.66 LOH..!!
AHMOI BEST FRIEND AHFAH HANG ON TO HENGYUAN DUMB DUMB, TODAY BASED ON HER PROFIT, IS ABLE TO FINANCE HER SON STUDY IN AUSTRALIA, JUST BASED ON HENGYUAN INVESTMENT ALONE LOH...!!

DO NOT LET Dragon & 3iii TO DO THIS TO U, LIKE WHAT HAPPEN TO AHMOI LOH...!!
DO NOT LET PONDANS....PONDAN U LOH...!!

TAKE NOTE OF THIS IMPORTANT HIGHLIGHTS LOH...!!

"HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH

U ALL MUST HAVE CONFIDENT ON THIS WORLD CHAMPION HENGYUAN WITH EPS RM 3.40 EXCEEDING EVEN THE MOST EXPENSIVE STOCK IN KLSE NESTLE EPS RM 2.75.
THE GOOD POINT IS HENGYUAN WITH SUCH GREAT QUALITY IS TRADING AT A VERY UNDEMANDING PE 4X COMPARE WITH NESTLE PE 42X.

RAIDER ESTIMATE TP RM 22.00 TO RM 42.00, JUST DUMB DUMB HOLD FOR THIS 2 MONTHS COMING MAH....!!
WHEN BLUECHIPS IS MAKING IS A REALITY, THEN PE 10X TO 15X...IS A REALITY LOH...!!

REMEMBER THE ULTIMATE ADVICE BY WARREN BUFFET ALWAYS INVEST LONGTERM

LESSON FROM WARREN BUFFET;
Charlie and I view the marketable common stocks that Berkshire owns as interests in businesses, not as ticker symbo t” prices of analysts or the opinions of media pundits.
Instead, we simply believe that if the businesses of the investees are successful (as we believe most will be) our investments will be successful as well. Sometimes the payoffs to us will be modest; occasionally the cash register will ring loudly.

The same applies to world champion hengyuan which have a much higher ROE than berkshire hathway mah....!!

The connection of value-building to retained earnings that I’ve just described will be impossible to detect in the short term.
Stocks surge and swoon, seemingly untethered to any year-to-year buildup in their underlying value.
Over time, however, Ben Graham’s oft-quoted maxim proves true: “In the short run, the market is a voting machine; in the long run, however, it becomes a weighing machine.

RAIDER COMMENT; NOTICE PHILIP 66, WARREN BUFFET REFINERY INVESTMENT, ITS PE 22x VERSUS HENGYUAN 4X LOH...!!
HENGYUAN TRULY A WORLD CHAMPION LOH....!!

JUST HANG ON TO YOUR HENGYUAN DUMB DUMB U WILL BE WELL REWARDED..!

“If you can keep your head when all about you are losing theirs . . .
If you can wait and not be tired by waiting . . .
If you can think – and not make thoughts your aim . . .
If you can trust yourself when all men doubt you...
Yours is the Earth and everything that’s in it.”

It is up to you to believe SUMATEC will RALLY to 25sen at least soon. 4QFY17 results is expected to be announced today. I believe the share price of SUMATEC will rally until early of March.

This 4QFY17 results is important to indicate another strong earnings in FY18 and onwards, and this will help the share price to reflect my FY18 current valuation of 56sen.

My FY18 TP of 56sen remains intact, based on my FY18 DCF assumption and has not fully reflected in the share price yet.

Remember that as long as oil prices maintain at and above USD60/b, my FY18 valuation remains unchanged at 56sen because my average oil price forecast is at USD60/b and in fact, poised for more upside but then could be offsett by weaker USD.

So far, oil prices has become a push factor for SUMATEC. According to the Company, they can make net of USD30-35/b even though oil prices at USD50/b.

The rally will be on the back of its potential exponential earnings episodes. It will start with sequential strong 4Q earnings. I mean strong quarter-on-quarter results. I don't expect much on year-on-year because the Company is on recovery trend. Quarterly, its financial results has started to turnaround in 3QFY17

1. HIGH EPS EXCEEDING RM 3.40.
2. STRONG EPS GROWTH EXCEEDING 300% FOR 2017.
3. STRONG CASHFLOW EXCEEDING RM 3.70 PER SHARE.
4. MSCI SMALL CAP & BURSA MIDCAP INDEX COMPONENT STOCK.
5. STRONG BALANCE SHEET WITH CASH IN HAND RM 1.00 BILLION OR RM 3.30 PER SHARE LOH....!!
6. STRONG BANKS SUPPORT WITH LOAN APPROVAL REFINANCING EXCEEDING RM 1.70 BILLION.
7. POTENTIAL DIV COMING SINCE HAVE RM 1.0 BILLION CASH IN HAND AND CASH GENERATION EXCEEDING RM 3.70 PER SHARE.
8. STRONG SHARE ACCUMULATION BY CHINA FUND MANAGERS .
9. VERY VALUABLE REFINING CAPACITY OF 120K BPD WHEN COMPARE TO PETRONAS NEW REFINERY INVESTMENT COST OF RM 64 BILLION FOR 300K BPD AND PETRON NEW REFINERY CAPACITY INVESTMENT COST OF RM 6.4 BILLION FOR ADDITIONAL 60K BPD LOH.....!!
10. INVENTORY GAIN EXCEED RM 100 MILLION.
11. FOREX GAIN EXCEED RM 50 MILLION
12. HENGYUAN SHARE HAS ALMOST COMPLETED CONSOLIDATION AND RIPE FOR A VERY VERY STRONG REBOUND LOH....!!
13. HENGYUAN IS MSIA OPERATIONS WITH STRONG HONEST MSIA MANAGEMENT AND DIRECTORS MAJORITY LOH...!!
14. POTENTIAL IMPAIRMENT WRITE BACK AS THE REFINERY ASSETS ARE PUT BACK TO USE IN 2018 LOH....!!
15. HUGE ROE GAIN EXCEEDING 60% PA FOR HENGYUAN.
16. HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!

RAIDER ESTIMATE TP RM 22.00 TO RM 42.00, JUST DUMB DUMB HOLD FOR THIS 2 MONTHS COMING MAH....!!

WHEN BLUECHIPS IS MAKING IS A REALITY, THEN PE 10X TO 15X...IS A REALITY LOH...!!

TAKE NOTE OF THIS IMPORTANT HIGHLIGHTS LOH...!!

"HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!"

It is up to you to believe SUMATEC will RALLY to 25sen at least soon. 4QFY17 results is expected to be announced today. I believe the share price of SUMATEC will rally until early of March.

This 4QFY17 results is important to indicate another strong earnings in FY18 and onwards, and this will help the share price to reflect my FY18 current valuation of 56sen.

My FY18 TP of 56sen remains intact, based on my FY18 DCF assumption and has not fully reflected in the share price yet.

Remember that as long as oil prices maintain at and above USD60/b, my FY18 valuation remains unchanged at 56sen because my average oil price forecast is at USD60/b and in fact, poised for more upside but then could be offsett by weaker USD.

So far, oil prices has become a push factor for SUMATEC. According to the Company, they can make net of USD30-35/b even though oil prices at USD50/b.

The rally will be on the back of its potential exponential earnings episodes. It will start with sequential strong 4Q earnings. I mean strong quarter-on-quarter results. I don't expect much on year-on-year because the Company is on recovery trend. Quarterly, its financial results has started to turnaround in 3QFY17

It is up to you to believe SUMATEC will RALLY to 25sen at least soon. 4QFY17 results is expected to be announced today. I believe the share price of SUMATEC will rally until early of March.

This 4QFY17 results is important to indicate another strong earnings in FY18 and onwards, and this will help the share price to reflect my FY18 current valuation of 56sen.

My FY18 TP of 56sen remains intact, based on my FY18 DCF assumption and has not fully reflected in the share price yet.

Remember that as long as oil prices maintain at and above USD60/b, my FY18 valuation remains unchanged at 56sen because my average oil price forecast is at USD60/b and in fact, poised for more upside but then could be offsett by weaker USD.

So far, oil prices has become a push factor for SUMATEC. According to the Company, they can make net of USD30-35/b even though oil prices at USD50/b.

The rally will be on the back of its potential exponential earnings episodes. It will start with sequential strong 4Q earnings. I mean strong quarter-on-quarter results. I don't expect much on year-on-year because the Company is on recovery trend. Quarterly, its financial results has started to turnaround in 3QFY17

aiyoyo junior dragon..why so serious ah???? This is rubbish forum anyway mah....i just playing with the monkeys...hahahaha

1. HIGH EPS EXCEEDING RM 3.40.
2. STRONG EPS GROWTH EXCEEDING 300% FOR 2017.
3. STRONG CASHFLOW EXCEEDING RM 3.70 PER SHARE.
4. MSCI SMALL CAP & BURSA MIDCAP INDEX COMPONENT STOCK.
5. STRONG BALANCE SHEET WITH CASH IN HAND RM 1.00 BILLION OR RM 3.30 PER SHARE LOH....!!
6. STRONG BANKS SUPPORT WITH LOAN APPROVAL REFINANCING EXCEEDING RM 1.70 BILLION.
7. POTENTIAL DIV COMING SINCE HAVE RM 1.0 BILLION CASH IN HAND AND CASH GENERATION EXCEEDING RM 3.70 PER SHARE.
8. STRONG SHARE ACCUMULATION BY CHINA FUND MANAGERS .
9. VERY VALUABLE REFINING CAPACITY OF 120K BPD WHEN COMPARE TO PETRONAS NEW REFINERY INVESTMENT COST OF RM 64 BILLION FOR 300K BPD AND PETRON NEW REFINERY CAPACITY INVESTMENT COST OF RM 6.4 BILLION FOR ADDITIONAL 60K BPD LOH.....!!
10. INVENTORY GAIN EXCEED RM 100 MILLION.
11. FOREX GAIN EXCEED RM 50 MILLION
12. HENGYUAN SHARE HAS ALMOST COMPLETED CONSOLIDATION AND RIPE FOR A VERY VERY STRONG REBOUND LOH....!!
13. HENGYUAN IS MSIA OPERATIONS WITH STRONG HONEST MSIA MANAGEMENT AND DIRECTORS MAJORITY LOH...!!
14. POTENTIAL IMPAIRMENT WRITE BACK AS THE REFINERY ASSETS ARE PUT BACK TO USE IN 2018 LOH....!!
15. HUGE ROE GAIN EXCEEDING 60% PA FOR HENGYUAN.
16. HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!

RAIDER ESTIMATE TP RM 22.00 TO RM 42.00, JUST DUMB DUMB HOLD FOR THIS 2 MONTHS COMING MAH....!!

WHEN BLUECHIPS IS MAKING IS A REALITY, THEN PE 10X TO 15X...IS A REALITY LOH...!!

TAKE NOTE OF THIS IMPORTANT HIGHLIGHTS LOH...!!

"HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH...!!"

Well says! Absolutely correct... but if there is a chance of fire-sale, what's the impact on its share price, how long it took and the opportunity cost, and what's are the odd it can sell at valuated / desired price? It still need bear some minor loses (assessment fee etc) over years until it get sold. For SW, due to it's mixed ownership, the sales will be more complicated. (SW purchased @ 724mil while current valuation ~ 583mil)

One should very clear on their portfolio allocation and investment strategy... dont take me wrong; i'm not promoting park the allocation of dividend portfolio to growth stock.

When it fall around 1.1x, i was so tempted to buy back with my capital gain, and treat it as free shares, and I asked myself

a> For long terms (5 to 10 years span at least), at current landscape, is CMMT pose higher risk compared to other like REIT.

b> On dividend portfolio front, what my objective? Peace of mind or maximize the potential capital gain on CMMT, what was the feel like on hunting the opportunity letting go CMMT since last 2 years back.

c> If looking for 7%+ dividend for long run, is there any other option?

d> What are the chances DPU slip further in next few quarters.. (Interest hike and harder to secure new tenant due to exceed offering, while existing tenant is leaving...eg: Parkson moved out SW lately).

e> What's are the chance CMMT management make a turn around in such competitive and stiff environment against other retail mall player.

f> Why huge sell off recently by institute player and their entry price is low actually... (eg: EPF was cornerstone investor during IPO).

g> How's the institute players act lately on CMMT counter.. (eg: KWAP & EPF keep dumping CMMT, while EPF do increase their Axreit portfolio)

h> Why CMMT management do additional listing back as the way to pay CMRM's management fee in Sept 17. Isn't that resonate they're in tough situation and so desperate to make acct looks good.

p/s: Someone was sold 13 mil share @ 1.02 yesterday last minutes before closing and noticed some short term trader from i3 trying to make profit on this stock too.

NOTE: Just my 2 cents.. I could be totally wrong and one may make an handsome profit by vesting into CMMT at current dip.
*
a) The one high risk is SW, due to its problematic stratified unit that it doesn't own.
If own the whole property, the better alternative may be tearing down and rebuild into new mall, hotels or any other commercial. Mind that SW's land is indeed very valuable due to its location.
Other malls like Gurney, actually it is pretty steady.

c) There is no dividend stocks or growth stocks that can yield more than 5%, (excluded one off special one). That's why reit with >7% yield seems attractive provided they can have consistent DPU.

d) highly DPU may slip, due to drag of SW, as well as not much rental revision upwards potential for others.

e) CMMT has quite strong and good management based on its track record.

f) Fund manager react to its fund movement, and trend. They overbought reit until yield fall to 4% when QE at its height time. Now doing the reverse when interest rate starting to rise.
Typically fund manager will sell aggressive when a particular industry, stock near term future seems gloomy.

h) Many fund managers are getting their fee based on new unit issued/listing, instead of receiving in cash. If they are not doing a good job to maintain DPU, in directly they are paid lesser, as their unit worth become less.
While it free up reit cashflow and a little bit extra DPU for shrareholders.

Well says! Absolutely correct... but if there is a chance of fire-sale, what's the impact on its share price, how long it took and the opportunity cost, and what's are the odd it can sell at valuated / desired price? It still need bear some minor loses (assessment fee etc) over years until it get sold. For SW, due to it's mixed ownership, the sales will be more complicated. (SW purchased @ 724mil while current valuation ~ 583mil)

One should very clear on their portfolio allocation and investment strategy... dont take me wrong; i'm not promoting park the allocation of dividend portfolio to growth stock.

When it fall around 1.1x, i was so tempted to buy back with my capital gain, and treat it as free shares, and I asked myself

a> For long terms (5 to 10 years span at least), at current landscape, is CMMT pose higher risk compared to other like REIT.

b> On dividend portfolio front, what my objective? Peace of mind or maximize the potential capital gain on CMMT, what was the feel like on hunting the opportunity letting go CMMT since last 2 years back.

c> If looking for 7%+ dividend for long run, is there any other option?

d> What are the chances DPU slip further in next few quarters.. (Interest hike and harder to secure new tenant due to exceed offering, while existing tenant is leaving...eg: Parkson moved out SW lately).

e> What's are the chance CMMT management make a turn around in such competitive and stiff environment against other retail mall player.

f> Why huge sell off recently by institute player and their entry price is low actually... (eg: EPF was cornerstone investor during IPO).

g> How's the institute players act lately on CMMT counter.. (eg: KWAP & EPF keep dumping CMMT, while EPF do increase their Axreit portfolio)

h> Why CMMT management do additional listing back as the way to pay CMRM's management fee in Sept 17. Isn't that resonate they're in tough situation and so desperate to make acct looks good.

p/s: Someone was sold 13 mil share @ 1.02 yesterday last minutes before closing and noticed some short term trader from i3 trying to make profit on this stock too.

NOTE: Just my 2 cents.. I could be totally wrong and one may make an handsome profit by vesting into CMMT at current dip.
*
a) The one high risk is SW, due to its problematic stratified unit that it doesn't own.
If own the whole property, the better alternative may be tearing down and rebuild into new mall, hotels or any other commercial. Mind that SW's land is indeed very valuable due to its location.
Other malls like Gurney, actually it is pretty steady.

c) There is no dividend stocks or growth stocks that can yield more than 5%, (excluded one off special one). That's why reit with >7% yield seems attractive provided they can have consistent DPU.

d) highly DPU may slip, due to drag of SW, as well as not much rental revision upwards potential for others.

e) CMMT has quite strong and good management based on its track record.

f) Fund manager react to its fund movement, and trend. They overbought reit until yield fall to 4% when QE at its height time. Now doing the reverse when interest rate starting to rise.
Typically fund manager will sell aggressive when a particular industry, stock near term future seems gloomy.

h) Many fund managers are getting their fee based on new unit issued/listing, instead of receiving in cash. If they are not doing a good job to maintain DPU, in directly they are paid lesser, as their unit worth become less.
While it free up reit cashflow and a little bit extra DPU for shrareholders.
Quite a norm practice in reit across be it Mreit or Sgreit.

Well says! Absolutely correct... but if there is a chance of fire-sale, what's the impact on its share price, how long it took and the opportunity cost, and what's are the odd it can sell at valuated / desired price? It still need bear some minor loses (assessment fee etc) over years until it get sold. For SW, due to it's mixed ownership, the sales will be more complicated. (SW purchased @ 724mil while current valuation ~ 583mil)

One should very clear on their portfolio allocation and investment strategy... dont take me wrong; i'm not promoting park the allocation of dividend portfolio to growth stock.

When it fall around 1.1x, i was so tempted to buy back with my capital gain, and treat it as free shares, and I asked myself

a> For long terms (5 to 10 years span at least), at current landscape, is CMMT pose higher risk compared to other like REIT.

b> On dividend portfolio front, what my objective? Peace of mind or maximize the potential capital gain on CMMT, what was the feel like on hunting the opportunity letting go CMMT since last 2 years back.

c> If looking for 7%+ dividend for long run, is there any other option?

d> What are the chances DPU slip further in next few quarters.. (Interest hike and harder to secure new tenant due to exceed offering, while existing tenant is leaving...eg: Parkson moved out SW lately).

e> What's are the chance CMMT management make a turn around in such competitive and stiff environment against other retail mall player.

f> Why huge sell off recently by institute player and their entry price is low actually... (eg: EPF was cornerstone investor during IPO).

g> How's the institute players act lately on CMMT counter.. (eg: KWAP & EPF keep dumping CMMT, while EPF do increase their Axreit portfolio)

h> Why CMMT management do additional listing back as the way to pay CMRM's management fee in Sept 17. Isn't that resonate they're in tough situation and so desperate to make acct looks good.

p/s: Someone was sold 13 mil share @ 1.02 yesterday last minutes before closing and noticed some short term trader from i3 trying to make profit on this stock too.

NOTE: Just my 2 cents.. I could be totally wrong and one may make an handsome profit by vesting into CMMT at current dip.
*
a) The one high risk is SW, due to its problematic stratified unit that it doesn't own.
If own the whole property, the better alternative may be tearing down and rebuild into new mall, hotels or any other commercial. Mind that SW's land is indeed very valuable due to its location.
Other malls like Gurney, actually it is pretty steady.

c) There is no dividend stocks or growth stocks that can yield more than 5%, (excluded one off special one). That's why reit with >7% yield seems attractive provided they can have consistent DPU.

d) highly DPU may slip, due to drag of SW, as well as not much rental revision upwards potential for others.

e) CMMT has quite strong and good management based on its track record.

f) Fund manager react to its fund movement, and trend. They overbought reit until yield fall to 4% when QE at its height time. Now doing the reverse when interest rate starting to rise.
Typically fund manager will sell aggressive when a particular industry, stock near term future seems gloomy.

h) Many fund managers are getting their fee based on new unit issued/listing, instead of receiving in cash. If they are not doing a good job to maintain DPU, in directly they are paid lesser, as their unit worth become less.
While it free up reit cashflow and a little bit extra DPU for shrareholders.

cmmt management comes from a reputable company, i agree. And the malaysia team managed malls in cmmt portfolio with no big issue, i also agree.

however, i'd not say they did a good job. Everything we watch, result is the final answer, especially in business world. The many malls now cmmt manages, more than half of them are not doing well. In fact, even the best performers (ie. Gurney) are not outstanding, not unbeatable, still facing serious competitions. Not like the case of some top malls in malaysia today such as Pavillion and Midvalley, which is so far still unbeatable for any rival competition.

Maybe we could blame it on the choice of malls cmmt had been purchasing all these years. But, to decide which mall to purchase is also cmmt management's responsibility. Surrounding The Mines area, there is no obvious competition. SW is located at very strategic spot.

So my conclusion is, cmmt is not a bad manager, but not a brilliant one either. I believe already successful malls in their hands can be good and sustainable. But to turn around a bad mall into good? I doubt their ability, after looking at their portfolio and performance. I do think China's businessman are much more creative than Singapore's one, China has been such a boom in creativity in recent 5 years, lots of world leading new ideas born every second. I just thought a turn around management team most likely would come from China, that's why i have very high hope on Proton now.

When we say reit "at least has properties assets in their hands, that could be sold", it's not so easy in reality.

Take a look at cmmt's SW. SW's DPU has been dropping for years with pretty serious double digit decline. I didn't check, but i think it had dropped more than 50%? If we can "see" an asset going to decline income into half, would we sell it? So why didn't cmmt sell SW and use that money to buy a better mall?

I just want to point out that, even with large amount of properties value in a reit, as long as it didn't (or couldn't, because of bear market) sell them, that becomes just a value trap, to say the least. Can only see, can never touch. And we can only see DPU decreasing, reit price decreasing, nothing we could do about it.

i like to see reit as a country bond. Both some kind of tied with world bond yield, and both kind of safe asset that won't become zero overnight. If this perspective makes sense, i would look at Buffett's words now, he said, don't ever consider bond safer than stocks. I actually fully agreed with Buffetts on this one. Bond is a dangerous play actually, the price can go big swing just like stocks do, 20-30% is nothing. And we witness reit did the same thing, swing 30% without too much sweating.

On comparing bonds to REIT.. I see a massive oversold situation.REIT yields to compare with MGS10Y.

MGS10Y has risen from 3.8% to around 4.05% now after the BNM hike, which is a fair figure. Even if BNM hike another 0.25%, MGS10Y will be likely around 4.3%.

The previous high in MGS10Y was at 4.3% in end 2016, and that time MY REITs prices was still stubbornly high, so I did sold off most of MYREITs due to MGS spread concern is <100 bps and MYREITs continue to go up higher dry.gif . At this time there was a BIG sale on SGReits, with yields hitting 7%-9%, and I bought mostly SGREITs with the cash from MYREITs. Long term members will remember that is the time I was switching to SGReits. And it paid off handsomely laugh.gif .

However now, the situation has reversed. MY REITs have instead nose dived and yields have risen by around 1%-1.5% and the MGS spread is now around 200-300 bps. However looking at SG REITs, the selldown is mostly muted, yields have risen by about 0.3%-0.5% at most, and most are still much higher than 2016 prices (I am beginning to selloff SG Reits since last year and now moving to MYREITs and divvy stock. tongue.gif).

Yes US10Y has risen to record 2.8% and I think will breach 3% by mid year, unless the FED stop raising rates. And yes, I think REITs are risky now, and I am moving some from REIT stocks to dividend stocks.

My best performer is nestle..with PE 45x and DY 2% ..people still buy, does not make sense, go figure? rolleyes.gif

But the current heavy selldown in MYREIT is not justified IMHO. I expect some rebound in next few months, when the fear has subsided and people begin to see value.

It is up to you to believe SUMATEC will RALLY to 25sen at least soon. 4QFY17 results is expected to be announced today. I believe the share price of SUMATEC will rally until early of March.

This 4QFY17 results is important to indicate another strong earnings in FY18 and onwards, and this will help the share price to reflect my FY18 current valuation of 56sen.

My FY18 TP of 56sen remains intact, based on my FY18 DCF assumption and has not fully reflected in the share price yet.

Remember that as long as oil prices maintain at and above USD60/b, my FY18 valuation remains unchanged at 56sen because my average oil price forecast is at USD60/b and in fact, poised for more upside but then could be offsett by weaker USD.

So far, oil prices has become a push factor for SUMATEC. According to the Company, they can make net of USD30-35/b even though oil prices at USD50/b.

The rally will be on the back of its potential exponential earnings episodes. It will start with sequential strong 4Q earnings. I mean strong quarter-on-quarter results. I don't expect much on year-on-year because the Company is on recovery trend. Quarterly, its financial results has started to turnaround in 3QFY17

YES as usual General Raider will lead all hengyuan bull army to victory loh.....!!

LEARN FROM THE BEST INVESTORS IN PUDU MARKET, AHFAH WHO MANAGE TO SEND HER SON TO STUDY IN AUATRALIA JUST BY INVESTING HENGYUAN DUMB DUMB LOH.!

We want to support many investors like ahfah, manage to send her son to study in australia by just investing in hengyuan dumb dumb loh...!!
Like warren buffet philosophy, those who invested berkshire hathway dumb dumb now very very rich loh...!!

IT IS OK LOH...TO HAVE NEGATIVE VIEW LOH....!!
BUT MUST COUNTER THEIR POINTS AND FAKE VIEWS LOH...!!
IF NOT IT WILL CAUSE FINANCIAL DAMAGE LOH...!!

RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!

PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!

AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!

PLEASE NOTE WE ARE PREVENTING FALSE AND FAKE NEWS FROM NAYSAYERS FROM CAUSING, BIG BIG LOSSES TO LONG TERM INVESTORS FROM SELLING TO PREMATURELY LOH;

REMEMBER THE STORY OF SAD ADMIRER OF 3iii AHMOI UNABLE TO AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY BCOS LISTENING TO 3iii SELLING HER HENGYUAN AT RM 3.66 LOH..!!
AHMOI BEST FRIEND AHFAH HANG ON TO HENGYUAN DUMB DUMB, TODAY BASED ON HER PROFIT, IS ABLE TO FINANCE HER SON STUDY IN AUSTRALIA, JUST BASED ON HENGYUAN INVESTMENT ALONE LOH...!!

DO NOT LET Dragon & 3iii TO DO THIS TO U, LIKE WHAT HAPPEN TO AHMOI LOH...!!
DO NOT LET PONDANS....PONDAN U LOH...!!

TAKE NOTE OF THIS IMPORTANT HIGHLIGHTS LOH...!!

"HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH

U ALL MUST HAVE CONFIDENT ON THIS WORLD CHAMPION HENGYUAN WITH EPS RM 3.40 EXCEEDING EVEN THE MOST EXPENSIVE STOCK IN KLSE NESTLE EPS RM 2.75.
THE GOOD POINT IS HENGYUAN WITH SUCH GREAT QUALITY IS TRADING AT A VERY UNDEMANDING PE 4X COMPARE WITH NESTLE PE 42X.

RAIDER ESTIMATE TP RM 22.00 TO RM 42.00, JUST DUMB DUMB HOLD FOR THIS 2 MONTHS COMING MAH....!!
WHEN BLUECHIPS IS MAKING IS A REALITY, THEN PE 10X TO 15X...IS A REALITY LOH...!!

REMEMBER THE ULTIMATE ADVICE BY WARREN BUFFET ALWAYS INVEST LONGTERM

LESSON FROM WARREN BUFFET;
Charlie and I view the marketable common stocks that Berkshire owns as interests in businesses, not as ticker symbo t” prices of analysts or the opinions of media pundits.
Instead, we simply believe that if the businesses of the investees are successful (as we believe most will be) our investments will be successful as well. Sometimes the payoffs to us will be modest; occasionally the cash register will ring loudly.

The same applies to world champion hengyuan which have a much higher ROE than berkshire hathway mah....!!

The connection of value-building to retained earnings that I’ve just described will be impossible to detect in the short term.
Stocks surge and swoon, seemingly untethered to any year-to-year buildup in their underlying value.
Over time, however, Ben Graham’s oft-quoted maxim proves true: “In the short run, the market is a voting machine; in the long run, however, it becomes a weighing machine.

RAIDER COMMENT; NOTICE PHILIP 66, WARREN BUFFET REFINERY INVESTMENT, ITS PE 22x VERSUS HENGYUAN 4X LOH...!!
HENGYUAN TRULY A WORLD CHAMPION LOH....!!

JUST HANG ON TO YOUR HENGYUAN DUMB DUMB U WILL BE WELL REWARDED..!

“If you can keep your head when all about you are losing theirs . . .
If you can wait and not be tired by waiting . . .
If you can think – and not make thoughts your aim . . .
If you can trust yourself when all men doubt you...
Yours is the Earth and everything that’s in it.”

THE MORAL OF THE STORY, DO NOT LET PONDANS...PONDAN U LOH...!!

Copycat LiLuo


heheheheheheee



heheheeehee



hehehe

This ricky a big talk cock lecturer loh....!!

General Raider give guidance to dumb dumb investors, to avoid them same fate like ahmoi selling hengyuan at rm 3.66, bcos of 3iii & naysayers and pondans sweet sell talk mah....!!

Raider advocate longterm investment like the china fund mah...!!

General Raider; The reason are as follows the IB is desperately driving down the price as their current called warrants are due for price determination, thats why they want hengyuan price lower loh...!!

Yes the china fund are still collecting, but they are not goreng funds, they are long term value funds.

So a lower hengyuan price, allowed them to collect cheap more loh..!!
So if IB drive down hengyuan, no issue to them, bcos it is an investment opportunity if price is down loh...!!

Given the IB and China funds wants lower hengyuan share price, how come hengyuan is consolidating at Rm 15.00 and not much lower price like the naysayers wants , like rm 9.00 to rm 13.00 leh ??

General Raider ans: The china funds are not only one single funds, it make up of many funds all have the objective of heeding China govt of expanding their investment oversea loh..!!
As the funds are not talking to each other on coordinated manner, like a single fund, thus most of them willing to invest in hengyuan independently at fair price like rm 14.00 to rm 16.00, bcos they are worried once q4 out they will missed out big on hengyuan, if they have low position mah...!!
So even IB press down the share price down, the share price don't really down alot loh, in fact it rebound later bcos china funds are buying loh...!!

General Raider advice u to hang tight, don let pondans, pondan u loh...!!
$$$$$$$$$$$$$ coming mah....!!

Why u need to have patience & avoid pondans, pondan u loh ???

World champion Hengyuan will going to announce record profit, but the share price is consolidating at rm 15.00 instead of shooting up like a record why ??

General Raider; The reason are as follows the IB is desperately driving down the price as their current called warrants are due for price determination, thats why they want hengyuan price lower loh...!!

Yes the china fund are still collecting, but they are not goreng funds, they are long term value funds.

So a lower hengyuan price, allowed them to collect cheap more loh..!!
So if IB drive down hengyuan, no issue to them, bcos it is an investment opportunity if price is down loh...!!

Given the IB and China funds wants lower hengyuan share price, how come hengyuan is consolidating at Rm 15.00 and not much lower price like the naysayers wants , like rm 9.00 to rm 13.00 leh ??

General Raider ans: The china funds are not only one single funds, it make up of many funds all have the objective of heeding China govt of expanding their investment oversea loh..!!
As the funds are not talking to each other on coordinated manner, like a single fund, thus most of them willing to invest in hengyuan independently at fair price like rm 14.00 to rm 16.00, bcos they are worried once q4 out they will missed out big on hengyuan, if they have low position mah...!!
So even IB press down the share price down, the share price don't really down alot loh, in fact it rebound later bcos china funds are buying loh...!!

General Raider advice u to hang tight, don let pondans, pondan u loh...!!
$$$$$$$$$$$$$ coming mah....!!

General Raider on MC after severe heart attack following HY price collapse. To follow up general raider noble work, secretary Luoli will post good news of HY on behalf of General Raider. Please give your full support and co-operation to secretary Luoli until General Raider return from his MC.

Why u need to have patience & avoid pondans, pondan u loh ???

World champion Hengyuan will going to announce record profit, but the share price is consolidating at rm 15.00 instead of shooting up like a record why ??

General Raider; The reason are as follows the IB is desperately driving down the price as their current called warrants are due for price determination, thats why they want hengyuan price lower loh...!!

Yes the china fund are still collecting, but they are not goreng funds, they are long term value funds.

So a lower hengyuan price, allowed them to collect cheap more loh..!!
So if IB drive down hengyuan, no issue to them, bcos it is an investment opportunity if price is down loh...!!

Given the IB and China funds wants lower hengyuan share price, how come hengyuan is consolidating at Rm 15.00 and not much lower price like the naysayers wants , like rm 9.00 to rm 13.00 leh ??

General Raider ans: The china funds are not only one single funds, it make up of many funds all have the objective of heeding China govt of expanding their investment oversea loh..!!
As the funds are not talking to each other on coordinated manner, like a single fund, thus most of them willing to invest in hengyuan independently at fair price like rm 14.00 to rm 16.00, bcos they are worried once q4 out they will missed out big on hengyuan, if they have low position mah...!!
So even IB press down the share price down, the share price don't really down alot loh, in fact it rebound later bcos china funds are buying loh...!!

General Raider advice u to hang tight, don let pondans, pondan u loh...!!
$$$$$$$$$$$$$ coming mah....!!

Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana

Nenek-nenek si bongkok tiga
Siang mengantuk malam berjaga
Mencari cucu dimana ada
Nenek ku kahwin dengan anak raja

Begitulah cerita orang lama-lama
Tapi ia semua disalahguna
Mencuri mencabul merompak menipu daya
Itulah hantu-hantu yang ada di zaman kita

Duduk di kaki lima untuk mencari mangsa
Kalau dah jumpa operasinya terus bermula
Duduk disini salah,duduk disana salah
Dimana-mana kalau dah jumpa apa sahaja

Cucu-cucu tak dapat lari
Nenek tua banyak sakti
Sekarang nenek nak cari ganti
Siapa yang kena dia yang jadi

Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana

Ada hantu jangan nak merapu
Mulut cabul kena baru tahu
Ku nampak kulihat gelap depan mataku
Mengilai-gilai meremang bulu tengkuk ku
Jembalang jin,iblis dan setan
Semua ada dan jangan jadi ikutan
Jangan dikawan nanti kau pula di makan
Dengan siulan cepat lari lintang pukang

Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana

Nenek-nenek si bongkok tiga
Siang mengantuk malam berjaga
Mencari cucu dimana ada
Nenek ku kahwin dengan anak raja

Begitulah cerita orang lama-lama
Tapi ia semua disalahguna
Mencuri mencabul merompak menipu daya
Itulah hantu-hantu yang ada di zaman kita

Duduk di kaki lima untuk mencari mangsa
Kalau dah jumpa operasinya terus bermula
Duduk disini salah,duduk disana salah
Dimana-mana kalau dah jumpa apa sahaja

Cucu-cucu tak dapat lari
Nenek tua banyak sakti
Sekarang nenek nak cari ganti
Siapa yang kena dia yang jadi

Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana
Hantu,mana hantu
ada hantu,mana-mana

Ada hantu jangan nak merapu
Mulut cabul kena baru tahu
Ku nampak kulihat gelap depan mataku
Mengilai-gilai meremang bulu tengkuk ku
Jembalang jin,iblis dan setan
Semua ada dan jangan jadi ikutan
Jangan dikawan nanti kau pula di makan
Dengan siulan cepat lari lintang pukang

YES as usual General Raider will lead all hengyuan bull army to victory loh.....!!

LEARN FROM THE BEST INVESTORS IN PUDU MARKET, AHFAH WHO MANAGE TO SEND HER SON TO STUDY IN AUATRALIA JUST BY INVESTING HENGYUAN DUMB DUMB LOH.!

We want to support many investors like ahfah, manage to send her son to study in australia by just investing in hengyuan dumb dumb loh...!!
Like warren buffet philosophy, those who invested berkshire hathway dumb dumb now very very rich loh...!!

IT IS OK LOH...TO HAVE NEGATIVE VIEW LOH....!!
BUT MUST COUNTER THEIR POINTS AND FAKE VIEWS LOH...!!
IF NOT IT WILL CAUSE FINANCIAL DAMAGE LOH...!!

RAIDER REMEMBER THAT 3iii STRONGLY BAD MOUTHED HENGYUAN AT RM 3.66, AS A RESULT HIS ADMIRER AHMOI SOLD HENGYUAN AT RM 3.66 LOH...!!
THUS LOST VERY BIG LOH...!!

PEOPLE CAN OPEN HIS BIG MOUTHED, TO BAD MOUTHED ANY STOCKS, BUT WE MUST KNOW WHAT IS RIGHT & WHAT IS WRONGLOH...!!

AHFAH WHO IS AHMOI BEST FRIEND ,DID NOT SELL HENGYUAN AND HANG ON HENGYUAN DUMB DUMB, DESPITE 3iii STRONG BAD MOUTHED, TODAY CAN AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY ALL BCOS OF HENGYUAN INVESTMENT LOH....!!

PLEASE NOTE WE ARE PREVENTING FALSE AND FAKE NEWS FROM NAYSAYERS FROM CAUSING, BIG BIG LOSSES TO LONG TERM INVESTORS FROM SELLING TO PREMATURELY LOH;

REMEMBER THE STORY OF SAD ADMIRER OF 3iii AHMOI UNABLE TO AFFORD TO SEND HER SON TO AUSTRALIA TO STUDY BCOS LISTENING TO 3iii SELLING HER HENGYUAN AT RM 3.66 LOH..!!
AHMOI BEST FRIEND AHFAH HANG ON TO HENGYUAN DUMB DUMB, TODAY BASED ON HER PROFIT, IS ABLE TO FINANCE HER SON STUDY IN AUSTRALIA, JUST BASED ON HENGYUAN INVESTMENT ALONE LOH...!!

DO NOT LET Dragon & 3iii TO DO THIS TO U, LIKE WHAT HAPPEN TO AHMOI LOH...!!
DO NOT LET PONDANS....PONDAN U LOH...!!

TAKE NOTE OF THIS IMPORTANT HIGHLIGHTS LOH...!!

"HENGYUAN IS IN THE HIGH VOLUME, PREDICTABLE & STABLE CONSUMER BUSINESS LOH....!! ITS BUSINESS VERY STABLE & PREDICTABLE LIKE NESTLE LOH...!! BUT NESTLE PE 40X BUT HENGYUAN LESS THAN 4X...MEANS VERY VERY BIG INVESTMENT OPPORTUNITY, U SHOULD NEVER MISSED LOH

U ALL MUST HAVE CONFIDENT ON THIS WORLD CHAMPION HENGYUAN WITH EPS RM 3.40 EXCEEDING EVEN THE MOST EXPENSIVE STOCK IN KLSE NESTLE EPS RM 2.75.
THE GOOD POINT IS HENGYUAN WITH SUCH GREAT QUALITY IS TRADING AT A VERY UNDEMANDING PE 4X COMPARE WITH NESTLE PE 42X.

RAIDER ESTIMATE TP RM 22.00 TO RM 42.00, JUST DUMB DUMB HOLD FOR THIS 2 MONTHS COMING MAH....!!
WHEN BLUECHIPS IS MAKING IS A REALITY, THEN PE 10X TO 15X...IS A REALITY LOH...!!

REMEMBER THE ULTIMATE ADVICE BY WARREN BUFFET ALWAYS INVEST LONGTERM

LESSON FROM WARREN BUFFET;
Charlie and I view the marketable common stocks that Berkshire owns as interests in businesses, not as ticker symbo t” prices of analysts or the opinions of media pundits.
Instead, we simply believe that if the businesses of the investees are successful (as we believe most will be) our investments will be successful as well. Sometimes the payoffs to us will be modest; occasionally the cash register will ring loudly.

The same applies to world champion hengyuan which have a much higher ROE than berkshire hathway mah....!!

The connection of value-building to retained earnings that I’ve just described will be impossible to detect in the short term.
Stocks surge and swoon, seemingly untethered to any year-to-year buildup in their underlying value.
Over time, however, Ben Graham’s oft-quoted maxim proves true: “In the short run, the market is a voting machine; in the long run, however, it becomes a weighing machine.

RAIDER COMMENT; NOTICE PHILIP 66, WARREN BUFFET REFINERY INVESTMENT, ITS PE 22x VERSUS HENGYUAN 4X LOH...!!
HENGYUAN TRULY A WORLD CHAMPION LOH....!!

JUST HANG ON TO YOUR HENGYUAN DUMB DUMB U WILL BE WELL REWARDED..!

“If you can keep your head when all about you are losing theirs . . .
If you can wait and not be tired by waiting . . .
If you can think – and not make thoughts your aim . . .
If you can trust yourself when all men doubt you...
Yours is the Earth and everything that’s in it.”

THE MORAL OF THE STORY, DO NOT LET PONDANS...PONDAN U LOH...!!

AN SRI HALIM BIN SAAD 29-Jan-2018 Disposed 195,600 0.000 View Detail
TAN SRI HALIM BIN SAAD 26-Jan-2018 Disposed 18,000,000 0.000 View Detail
TAN SRI HALIM BIN SAAD 25-Jan-2018 Disposed 15,000,000 0.000 View Detail
TAN SRI HALIM BIN SAAD 24-Jan-2018 Disposed 93,804,400 0.000 View Detail
TAN SRI HALIM BIN SAAD 14-Apr-2017 Disposed 14,200,000 0.070 View Detail
TAN SRI HALIM BIN SAAD 13-Apr-2017 Disposed 9,570,000 0.070 View Detail
TAN SRI HALIM BIN SAAD 10-Apr-2017 Disposed 6,076,200 0.075 View Detail
TAN SRI HALIM BIN SAAD 07-Apr-2017 Disposed 3,000,000 0.075 View Detail
TAN SRI HALIM BIN SAAD 06-Apr-2017 Disposed 25,500,000 0.071 View Detail
TAN SRI HALIM BIN SAAD 05-Apr-2017 Disposed 22,500,000 0.073 View Detail
TAN SRI HALIM BIN SAAD 04-Apr-2017 Disposed 10,000,000 0.070 View Detail
TAN SRI HALIM BIN SAAD 04-Jan-2017 Disposed 6,000,000 0.090 View Detail
TAN SRI HALIM BIN SAAD 03-Jan-2017 Disposed 8,000,000 0.085 View Detail
TAN SRI HALIM BIN SAAD 29-Nov-2016 Others 19,000,000 0.052 View Detail
TAN SRI HALIM BIN SAAD 28-Nov-2016 Disposed 77,731,000 0.050 View Detail

Diu...still keep yelling how many billions oil reserve ala ? sumatec need to show real result after all these years empty talking.

coecoe Sumatec is not valuated because of Q report but because of future prospects which are simply great. Everybody could easily calculate the estimated margin based on #barrels produced (ca. 1.5 mio in 2019, based on 50% share!) and margin (with current oil price minimal $ 30). This gives roughly a margin of Rm 180mio or 4 Sen per share!!!! This is even much cheaper than the appraised HengYuan!!!

It is going to happen soon loh...!!

Hang tight with ur World Champion Hengyuan loh...!!

WHY CHINA FUND WILL BE VERY AGGRESSIVE COMING ??

1. THE CHINA FUND MANAGERS, JUST CAME BACK FROM LONG CHINESE NEW YEAR LEAVE, EAGER TO START WORK MAH...!!
2. THEY KNEW HENGYUAN Q4 RESULT VERY GOOD, THUS THEY HAVE TO BUY VERY BIG TO AVOID MISSING OUT LOH.
3. HENGYUAN BOSSES DID A GREAT JOB, HAS FUND THE REFINERY UPGRADES WITHOUT USING ITS EXISTING RM 1 BILLION CASH IN HAND, HIGH PROBABILITY OF GOOD DIVIDEND PAYOUT LOH...!!
4. HENGYUAN TRADE AT A LOW UNDEMANDING PE 4X COMPARE TO CHINA PETROLEUM PE 11.7X, PHILLIP 66 PE 22X, PETDAG PE 16X MEANS BIG UPGRADES IN HENGYUAN SHARE VALUATION COMING LOH....!!
5. THE SUPPLIES OF HENGYUAN SHARE HAS DWINDLE FOR PAST FEW DAYS, MEANS GOING FWD, THERE IS LACK OF SUPPLY, SO IN ORDER TO BUILD UP POSITION MUST AGGRESSIVE BUY B4 TOO LATE MAH...!!
6. HENGYUAN IS A WORLD CHAMPION STOCK WITH EPS RM 3.40 FAR EXCEED THE MOST EXPENSIVE STOCK IN KLSE NESTLE WITH EPS RM 2.75, MAKES A COMPELLING STORY TO AGGRESSIVELY BUY LOH...!!
7. HENGYUAN IS A ROLE MODEL COMPANY, FOR CHINA ONE BELT ONE ROAD STORY, IT HAS BEEN LOOKED UP HIGH UPON, WITH ADMIRATIONS BY CHINESE COMMUNIST LEADERS LOH...!!