dont over publicize a treasure like him (sjh)...after that everything he recommend will shoot up like crazy one....

now you had disturbed a sleeping silent giant...:(

you guys should really enter stock pick competition to prove yourself instead of talking rubbish liao...

just inject you all with estroegen...sausage become meat balls liao


Posted by probability > Apr 5, 2019 6:16 PM | Report Abuse

these are the list of strong opinionated sifus i can think off:

- raider
- philip
- icon
- qqq3
- kc
- otb
- jon choivo
- 3ii
- purebull
- heaven punter
- soojinhou

Philip...i think you should take out the pic of soojinhou from your profile...

he is a great respectable guy if you had known him long enough

he is using his real name unlike yourself

soojinhou recommended this earlier to me...but missed it :(

i3 full of big sausages now.....

ha ha...dont play play with charlest...

good to have 'hard money' options..easy money comes n goes easily

Icon dont need to use KB ma...he can create it if he wants....he he

by the way - please dont Icon.. we need diversity of choices

your own behaviour has to be consistent with what you expect from others

natural rules in the game of life....equality/fairness....

what you expect others to do is expected from you by other before they can consider your expectations...

even animal kingdom has these unwritten rules:

https://www.youtube.com/watch?v=meiU6TxysCg

Post removed.Why?

yeah..kinda agree on that ...if you teach kids to value shariah law...and jihadism...you can imagine the kind of future the country will have...

but if you teach childrens - openness, creativity, integrity, cooperation, scientific - logical reasoning...

you will have a much brighter country in the future of course

all the above (6 items ) are basic consumption of humans (necessities)...

the supply line is just meeting the demand...but the consumers who create the demand are forced to be blind on quality...as they have no saying/demanding power due to their income perhaps.....

they lack the knowledge to demand quality perhaps...

perhaps its a matter of character we cultivate...

we have europeans who talks about organic food...and asians who dont mind eating a veg colored with a green dye...

why the difference in expectation?
.................................

perhaps it all boils down to the culture we cultivate to the children - the future generation...to accept the kind of life they want and create...

the population had kept increasing to billions...

though the politicians and media claim it is a much ''developed' society.... the fraction of people in % having happy contented life may not be more than how it was 100 years ago (excluding war effects)

measuring quality is a very difficult task....like you said its complex...

now days every single thing in life has deteriorated in quality...

- the chicken , veg, fruits you eat..
- the house you stay..
- the car you drive
- the teachers
- the friends..
- the relationship with family, spouse, kids etc..

if you look carefully , all of them had increased in terms of QUANTITY...

(especially the first 5, look at the number of friends you have via FB and whatsapp, and number of teachers, houses and food choices)....

but decreased in terms of quality
...................................

oil could be heading to 100 usd/brl now.....


and wait till you see IMO 2020

I THINK THIS IS SOMETHING VERY DIFFICULT TO GET IN A CAPITALIST SOCIETY!

.................

punter..as a millenial...i am surprised you could come up with such a beautiful article...

the above statement is very true...and there is a fundamental reason to the above phenomenon.....its simply due to:

multilayered organization structure
.............................

the top managements sets KPI to middle management and the mid management to the engineers...these KPIs (key performance indicators)...naturally does not cultivate quality....as the results of quality cannot be realized - measured or proven within a short time frame unlike cost cuttings & rise in productivity (production qty)..


its something like quantitative vs qualitative valuation

its like Jon vs Philip or the Ex-Investment Banker i would say (for a crude analogy)...he he

i personally think they should give some stakes sharing to PH government...as they complain too much liao.....

Posted by Primeinvestor > Apr 5, 2019 9:59 PM | Report Abuse

it is rumoured to be someone close to mokzaini previously, this round, could be the same, the previous round saw MYEG ramped up from 1.30 to 1.80, this time? RM2 is coming!

Wong Thean Soon has 1287 Million shares after the reduction of 75 Million shares...at almost 30% shareholding. Norasseah has another 28%...

cannot give chance to others to hold Myeg share meh? You are not worried people accuse them of monopolizing stakes in Myeg meh?

you think he no need to diversify his stakes meh? only you can? did you go all in on Myeg?

from where TS Wong going to find more money to buyback 75M shares like the new buyer? Did he not spend 100 over millions buying back the shares from market...

you think the retailers pushed up the shares further from the transaction price of 1.38 to 1.53 ?

u think retailers did that again after the news broke on monopoly position?

Posted by chamlo > Apr 6, 2019 4:20 PM | Report Abuse

If TP higher why TS Wong not buying?

i think oil price will easily shoot back to 76 or 80 USD/brl again...

the previous build up of oil from Saudi due to Iran sanction anticipation end of last year 2018 would have probably depleted to normal level...

Monday is time to whack hibiscus whole-heartedly....

wei..dont delete this post of Jon...

Posted by Choivo Capital > Apr 6, 2019 3:45 PM | Report Abuse

You're being overly simplistic in your analysis of a highly complex business, in an industry with multiple feedbacks.

Do you remember hengyuan, masteel etc.

How precise your predictions are and how incredible wrong they were?

https://www.forbes.com/asia200/list/#header:country_country:Malaysia

Myeg and serba and dayang may be the only companies still there in 2019

https://www.forbes.com/asia200/list/#header:country_country:Malaysia

serba is in the list for 2018

2019 will be Dayang (It was on the list in 2014)

https://www.thestar.com.my/news/nation/2019/04/06/dr-m-upset-over-withdrawal-from-rome-statute/

i did not see the news above earlier...fair comments from Dr.M

https://tradingeconomics.com/malaysia/government-bond-yield

3.8% bond yield..meaning money should flood the capital market?

superpower does not ratify...it has little consequence to them...

but in Malaysia..you actually lose trust between different communities...

thats a huge damage done to the country
......................................

in any working / business environment (i.e the country)....to prosper.....trust is more important than intelligence or hard work...

once you lose this - no cosmetics can help

Another valuation method is using Discounted Cash Flow (DCF). Based on past 3 years records on average cash flow generation of 294 mil, let's assume the average cash generated per year in future is 250 million (~10-20% discount), the discounted cash flow per share per year is about 26 sen.

...........................

Using above data from David, which takes the average of last 3 years (under depressed market condition), i think we can use PE 10.....to derive TP of 2.60.

reason being i see its depreciation need and maintenance capex would be almost nil going forward.... its assets which are not utilized can be disposed to generate cash....

i hope so raider...but even this if our govn cant express due to fear..i find it ridiculous....anyway... hope for the best

for fear of losing votes? common...so we admit then ...we are ruled by the bullies (rulers, and people with selfish agenda - bullies by the sheer number)

keep doing this...one day this population you cultivate this way can easily be vanished by economic decision by the economic superpowers....

it wont be difficult for you (malaysia) to end like Iran or Venezuela....Brunei is already testing the surface...

i was shocked to hear this news...my close friend (PhD scientist) just decided to migrate to canada last week..

fxxk off malaysia..

you cant even uphold basic human rights.

back to 1.20 - 1.30 next week

wei, from 4.0 earlier..it alr drop like heaven ma...

refer 16 august and 24 Oct 2018 on price movement after similar qty of bulk shares changing hands...probably nothing you can predict from these announcements.

only thing good is current sales took place at a higher price compared to the above

on who could be the buyers? i think must be foreign fund..and its likely from Philippines where Myeg PH had made a significant breakthrough

Isn't Dayang just doing what serbadinamik is doing on land, but on sea.....

only difference is they have yet to capture overseas market like what serba had done..

as such the PE rating should definitely be comparable to Serbadinamik level

no way at 7 or 8 like David had used above

Now days in most Engineered capital equipment Supply & Service providers...biggest profits are made on the service segment than capital sales.....

capital investment by customers can only grow to a certain extent....service is almost forever...

need not say on the fat margins services naturally have (cost being mainly the workforce), and the ease of increasing or reducing these resources (skilled labor) as per the changing need, i.e its not a capital intensive business.

Better not have such things..it will discourage participants

lets stick to the objective - to see one's credibility,skills,knowledge,experience


Posted by (Clark GKent) Philip > Apr 5, 2019 6:48 PM | Report Abuse

Donations for charity is never an expense, because you get back so much more.

In any case, I would like to have even more fun. The losers, icon8888 and qqq3 has to change their profile names to the winners choice for a month.

Jon will write a 10 page article why he does not join competition...


Posted by i3Value > Apr 5, 2019 6:42 PM | Report Abuse

Clap hands for Philip. Good sport for some fun

raider..3ii..where are u?

https://i.pinimg.com/originals/7b/96/43/7b9643cd3bbd0a66b4ce7ddea53f44ee.jpg

Philip..i think most these sifus has no issues forking 10 k USD...but that will demotivate Jon choivo and heaven punter from joining...its very easy to organize it in i3...and the results/consequence/conclusions is the same...

lets organize it here

missed calvintan, sslee, paperplane..all are great sifus

Fortune has Balls! great..

Posted by Fortune Bull > Apr 5, 2019 6:19 PM | Report Abuse

Let me bet on Takaful!

so far looks like only qqq3 and icon got balls...raider will surely join if 3ii joins...that i am sure

Title: " The strong opinionated Sifus - with balls, competition'

these are the list of strong opinionated sifus i can think off:

- raider
- philip
- icon
- qqq3
- kc
- otb
- jon choivo
- 3ii
- purebull
- heaven punter
- soojinhou

warrants may be too volatile to take the results as something in line with their opinions...

we should bring more people into the competition...

raider with his sapura

3ii with his petdag

calvin with his whatever...

all should voice their ultimate 1 stock for end year time frame

............

qqq3 please organize

Uncle Koon will be very sour reading this article...

Uncle, any comment from yourside?

P/S: need to cari mkn by being batu api

good news lor....supply is limited...people are willing to pay...

if government suppress...they will export out ma...

this show eggs business is extremely profitable now

if my gut feelings is right...from now on it wont require heavy volume to make significant jumps...

the float of weak holders had probably been burnt by the recent news

https://www.healthline.com/health/aspergers-symptoms-in-adults#What-are-the-main-Asperger%E2%80%99s-symptoms-in-adults?

-Exceptional verbal skills. Adults with AS may have typical to strong verbal skills. This may translate to greater vocabulary skills, especially in areas of interest.

-Clumsiness. Motor coordination difficulties are significantly more common in adults with ASD. These motor skills issues may show up as difficulty performing tasks like sitting or walking correctly. Fine motor skills, like tying shoes or opening an envelope, may also be impacted.

-Obsession. It’s not uncommon for individuals with AS to hyper focus on a specific topic. You may have a deep understanding and vast vocabulary related to this topic. They may also insist on talking about it when engaging with others.