.sslee,
Lots of assumptions, judgements made on Serba. However unlike Insas, Serba have not been put to the sword by your stringent and rigorous research as the former. May I suggest all the tough questions be posed to Karim in the upcoming AGM.?

Definitely I am in it for the long haul and am expecting a equally big haul
At around current prices a payout of 4 sen would be fine with me. In testing times, management should bunker down, invest wisely eg adding capacity for water business and emerge much stronger when recovery takes shape.
A 4 sen payout I believe offers a good yield of 7pct. Of course those who bought at higher prices won’t be too happy..... but it’s for long term.
As for QL, if I had bought in 2009, given the capital gains, dividend is a mere afterthought. Let’s hope Gkent can replicate it

Philip,
You are peaching to the converted and appreciate the refresher.
I was just highlighting predicaments confronting investors . The
In this sharp market downturn, I am sure many would have predicted so called value stocks to hold better than growrh but it seems to prove otherwise

Since I have your attention please allow me to point an anomaly and it’s not intended to belittle you.
Phillip currently holds six Bursa counters ie Gkent, Pchem, Topglove, QL, Yinson and Serba. By your own admission , you have a position in the 1st two mentioned. A basic inspection by me would bear the same outcome as lowest PE and higher yields tip the scales. The other 4 will be ignored based on a combo of extremely high PE low yields high gearing etc
Strangely enough or maybe not, it’s the 2 reasonably valued stocks that tanked and the rest holding out well in relative terms. Perhaps we should unlearn what we already know. Just food for thought...... no?

Haha Sslee, did you just short QL? It’s gone berserk
Hope that inhaler of yours is not clouding your judgement

That is a unreasonable assumption given the current situation. I expect and fully support a cut to preserve cash

He did lambast QL too. Quickly Locked up
He is now quietly waiting for Covid to infect their poultry

Yes please don’t buy and spare us all the inevitable jinx.

Philip,
Companies in mature markets are sctapping and suspending dividends. In times like this it might be a wise move. Your thoughts please

Haha, keyed in your name all wrong sale, sorry.
Also while in Miri, take a 4 hour drive to Bintulu and check up on one of Serba projects there

Sales,
Initially you are buying into Philips stock picks and now you wish to move in with him?
Stay in Miri. When 3 months is fast approaching, it’s only about an hour drive to Brunei and get your passport stamped.

So how do you explain the heavily debt QL is outperforming the cash rich HLI?

As you put it catastrophic situation, FA still matters?
And if and when Serba hits 10 sen how low can the other 2 go?

Shpg,
I note you comments but I can’t help noticing you are selectively aiming your target at certain stocks.
HLI and Scientex being your favored seems exempted despite not being spared in this downturn. Correct me if I am wrong

Rig,
You cut loss? That’s a smart move in this relief rally. As someone put it here 10 sen is all it’s worth and I am not referring to the warrants

I fully agree with trader insas is highly overvalued

March 2018 is not information, it’s historic data.... just like your name

Hmm.... interesting. Can still load up despite bullets exhausted. Hope it’s not blanks

Coconut must be Karim as Serba we’re listed on Feb 2017 only

Informative and compelling read. Much appreciated. Reminds me of finance minister tabling his budget and at the same time taking aim at his detractors. Well laying bare your portfolio has its privileges I guess.
As for being labeled lucky........,I would rather be lucky than good

Economic boost? With our new coalition of P.U.B in the driving seat you can bet your entire fleet of armada on it. Woof

Icon, is this your longest holding stock? Annualized eps should be 65 sen, no?

Airlines, hotel etc companies top and bottom lines will be badly battered this quarter. Interesting to discover how Sam will perform

At this juncture arguing against QL is akin to arguing with money.

Philip, I am slightly taken aback with your assertion. After all you did pop by at Gkent office to chat with their engineers. Now that is sort of a personalized AGM. And kudos to you too for popping up at Sam despite not being a shareholder. Or perhaps you are just being a step ahead of me......

Odd isnt it, suddenly no updates of big boys disposing....

Finally producing some show here. Buying frenzy in the morning. After lunch it was a selling spree.
Panic buying in the last hour

Power is going north while sealink is sinking fast.
Follow karim but not awang

If 1lot can buy in a heart beat.
A few million lots...... 1 month sounds about right

Carlsberg and Heim too have their fair share of skirmishes with illicit trade.
Seems to have no such impact on them

Don’t you just love it every time Sapura is sounded out?

3 years ago buying into the very well run sapura would have cut down your portfolio by two thirds.
However if one had plonked into the smaller fish ser a you have a triple bagger in your hands.

Give me a small fry anytime....

Thats because they are a engineering company

Well, if you were to ask a consumer what drives them to choose a BMW over a MB, I am sure you won’t get a good answer either. Anyway if you can’t be No. 1, No 2 isn’t too bad a thing....

If the billion ringgit order is obtained, I believe a cash call is inevitable.

What have you discovered in your Powerwell research?

Keyed in 19.50 and poof.... gone...just like that. Window dressing came early

Who said investment is tough?

If your money has doubled in the past 3 years, surely it will double up in the upcoming 3 years. Now why didn’t I think of that earlier.....

Haha, I did say a wild stab.....
Time to call co sec

If you had obtained the warrants thru splits and bonus, premium is 53%.
If you bought warrants at 50 sen, premium is 76%

This hle portal of mine is driving me bonkers too. Let me take a wild stab here.
53% premium squats to FREE warrants. However if you buy at say 50 sen, it will be 76% premium

My bad. I thought it’s 1 for 1 too....
In this case premium is not way higher initially thought but have to cough up much more for conversion

At 30 sen now either WA is way too high or mother has some serious catching up to do
Looking for other WA that’s trading at 50% to their mother must be very few and far between
Pls correct me if I am wrong

If 94 sen, mother would have to nearly double in value.
GCB wa however is only at 5% premium to its mother
For a Serba bull like me, doubling up in 5 years could be a bridge too far.....

Fell from $100?ll
Wow....1lot,more than 100k? Not many could even dream buying.
I can’t ever recollect that price”

Great news. While they ask us to park our money with them long term, they make short term trades

Haha simple pleasure for simple folks. So this falls in the 99% category .... barely

They just resumed share buyback. I would have thoughr every sen is needed for their future expansion?
Or the board now thinks they are in bargain territory now?

This guy Karim is a wily old fox. My gut feeling tells me after ex all adjustments, there will be no money to be made at all, short term at least.
He did state com projected growth however and I am more than happy with a steady yearly 10% share rise

1% loss rate only ah.... my bad.
Of current lot only MI is going gung ho whilst umc and revenue are going nowhere yet