Time of the year again soon....

Condolence to Robin William's family. 2014 will fast be remembered for all the wrong reasons and yet for some it maybe the (de) year. See! this year has been a bull year compared to last 5 years and yet we have so many disasters happening. For some we ask why? For others we ask when while to many also ask who ...and the list goes on. So in short, pain and gain is subjective to many because we still live in a relatively peaceful region not unless the extremist brings the war to Malaysia.

If nothing changes, remember impermanence is real, then expect directions of flow to be the same. Example, if you hear war in other regions everyday, would you expect it to be shocking ? However if you hear a commercial plane shot down which is not a norm, it may create a ripple which will quickly subside right? And what about, finanacial bail out for a significant country? It may cause a financial high tide or tsunami depending on the region, nature of business and diversity. Hence at the moment as of NOW, (touch wood) there is no such serious disaster as we have seen in last 4 to 5 yrs where globally we are in and out of financial woes.

So the next questions is, if all are good at the moment, why and when is buy and sell?
Ppl buy and sell for different reasons and here is some
Sell because
1. they need the money
2. the shr price is stagnant
3. the counter is not exciting
4. counter did not perform as promise or expected
5. they have held too long and other more exciting prospect to buy
6. they made a profit
7. market panic
8. lack of future prospect

And BUY will be exacly the opposite

So now you have the enviroment, and the situation and earlier the queue type and intent.
Make ur decision wisely


Good Luck and God Bless

Lol.....moon shine bright Merdeka....

Post removed.Why?

Post removed.Why?

Aik why so quiet....

Peace.....peace .....wakakakaka

Post removed.Why?

Pls remember to celebrate Merdeka this year!!! heard they want to put a special fireworks just for you. Yes YOU......I hope my message is clear..or as clear as I can

For your understanding.....so far the biggest wave I have ride in recent years is Axiata. For those who remember the rights issue was at 1.80......Axiata did an avg of rm 1 /year up to current and the shortest & fastest wave was RHB from 5.00 to 9.90 within a couple of mths. So even EnO pale in comparison however EnO did 25% yearly on avg last 5 years.
Now looking at L&G don't expect L&G to be like RHB but it does have a potential to ram up assuming Low Teck Gay continues to lead. For those who follow my comments closely, would know that I never thought of Low Teck Gay as a real leader and always thought he was a superb manager. The difference being, he has not proven himself to be able to mix things up with flexibility and diversity.
I WILL however eat my words as we move along as his marketing and announcement is coming into light and market did react recently. I am very interested in the multi year revenue generator which will also show his leadership and stewardship in maneuvering something totally new.. On top of that he also showed great marketing ability in staging and enticing market interest in the few nicely plan execution.

As long as he announce it, market is confident he can deliver after all I did give him credit of being a superb Project Manager. For a start forget everything about L&G before 2008....see the results already, so forget the coming results as it is not the longer term key indicator. Focus on the market cap followed by the maiden dividen, then hopefully bonus followed by the multi year generator.

When I bought EnO I was expecting an MGO very least since top UMNO lawyer was there and Sime being GLC needed in- road to Penang ruled by opposition and as for Axiata, I focused on Jamaluddin's consistent, persistent and very accurate and proven lightning fast approach in Maxis earlier to deliver many many key financial performance while RHB was an insider information and with EPF sitting in both board ie Tan Sri Zainiol while Tajuddin who was then RHB head had the connections........

I have more example but I believe you know what I mean. So for L&G what do you focus? Focus that of low Teck Gay is a good PRoject Manager, he will not announce if he cannot deliver. This is a fundamental of a PM. Secondly, he announced the sequence of delivery mentioned earlier.

So focus and May God bless....

Hahahaha .......I am just a commentator.......but just know if no new surprises on any sudden crisis in EUrope next week, I will be taking anything you guys want to sell and ride the next few goody news......read carefully what I wrote on end July and I m predicting for next week.

Don't listen to me.....I m just a commentator to fill the gap in quiet counters.....

Titi saya Akan Berjaya........saya Suka pilih counter underdog yang cantik molek......lol

Lol

It's ok, at the rate of buying, I will teach you guys another trick....

Before it reaches mid cap above, learn to count transaction. I said before, it's hard to fight the market when it's moving however it is easy to challenge it when it's weak. When market is weak it's fear, it's blood, it gore. High level investors get very jittery and even more so if u are investment hse or foreign investor.

Base on the prolong buying,(pls count for yourself) the volume and price escalation meant buyers commit to the seller price until last 4-5 days ago. The correction here is meant to moderate and find the support but compounded by fear of war. So if you count, just like counting cards except the cards here is volume ie volume against commit.

1. Volume + Commit = Escalation

2. Volume + Uncertainty = Stagnant

3. Volume + Uncertainty (2nd day) = Stagnant or downward or correction

4. Volume +. Uncertainty (3rd day onward) = Downward trend or correction

5. Reduced volume + uncertainty = Downtrend

6. No volume + intent = Push

7. No volume + Fear = downtrend

Avg Volume is a characteristic of a Counter.

8.Low Volume early and increase late = Intent + Waiting for lowest price to buy bulk
(Signifies intent) - Bottom fish

9. High Volume early and drop in volume later = Herd Mentality (type 1) or lowest closing the day before + restart engine ( type 2)

10. Reduce volume + intent = push

What is the best situation during a queue to suggest escalation or coming commit?
High Volume at Immediate Buy position and high volume at immediate sell position.
If buy position relent and commit to seller price is most encouraging
This means 2 thing either a good support if buyers don't budge however if they move to seller position, then intent maybe an objective if total buy volume move to seller position at the seller price.

Next look at the number of buyer of the volume

Now tell me where are we for L&G. I have said son always follow mother at this point. We were at no 5 and 8 . Since 8 happen later and price remain without changing in the end trading hour, there was some bottom fishing happening.

You got your answer now....but pls pls pls sell......

Yes I like my writing too......bright bright moon ....lol

Next week I buy again.....lol.....don't be shy to sell.....

Btw I buy LA too.

As I told you, all sell I buy....drop to 54cent I buy, drop to 50centa I buy....as long you are willing to sell, I buy....
Willing seller willing buyer....lol

Moon bright bright till ghost festival end.....

For ghost believe...moon dark dark....no hope no light

I will challenge the very fabric of believe that this share will drop until end of mth.....why...because I have no other counter to buy...lol
But for moonlighter......moon bright bright til ghost festival close.....

Hahahaha....the message not for you hahahahaha.....sell sell SELLL.........hahahaha.....HAHAHAHAHA

This week is consolidation ( I have already written abt it) and today was compounded by the Iraq situation. It will be war alright but then again this is not a new war. What you guys should however be worried about is the counter sanction of Russian against Europe. The transaction of business is sizable towards Europe. For those who are weary and read a lot would know what is happening in Europe already and I m referring to A few of their countries starting to trip again and falling short of GDP performance.

However this round I m not here to write about concerns as I never do. The reason I say that is because problems are always there just a matter of when right? Concerns like these are for traders and contra players.

Why do I say that? Simple explanation goes something like this.......as an investor I look a year ahead to decide how much risk I may want to take and this may mean adding more stake......there are 4 Quarters in a year which means 4 financial results during that period synchronized with organization development. Example while we anticipate results, we are also looking at development and project ahead and how much they are meeting that timeline. Some timelines are not met however when they do, it's normally a big and compounded reward especially those with good driver ( MD/CEO) at helm. Hence quarter results don't mean much to me if the management is a good one and delivering the intended objective yoy.

So should you sell and buy again or keep?
Analyse it this way.....assuming you buy 50k Shrs at 40cents which comes up to total of .rm20k and the price TP 1, TP2 and TP3 at 0.44, 0.47 and 0.50 respectively. Now the price sits at 0.49 closing and is between TP 2 and TP3 which means you still have 2 levels to breach before it goes back to ur buying price right?
Ask urself will it breach 2 levels should be the first question
Second question should be whether the current news is serious enough vs the objective of the company
Third question if you sell, will you be able to buy back vs your own risk portfolio. Example rm5k may mean different to different ppl.

So if you truly know the company you have bought, and your are an investor, this is an opportunity to collect rather than sell.

Every Durian looks the same from outside however they are very different. Example Ang Heh has red or dark orange thick flesh while Chut Kiok is very very difficult to ope and Musang King is very creamy and XO is flavourful. So the story goes......

Now this is the similarity to stock market. Some durian can rebrand but their taste will just never have appeal at all while some can rebound back from the dead. So how do you know whether they have full potential.?? Pick those that does not appeal the first time but taste better and better the more you eat them just like chow taufu.

Speaking of Durian, every time a durian price saturates, the create a new species. Chut Kiok, XO, Double XO.....There is a new one though. Just for forum friends I will share hahahaha....its called HamsupWong, those lucky enough to try or get it is indeed very very lucky.

Remember Merdeka plus minus 2 !!!! Merdeka Merdeka!!

looks like someone knows his durian here. If one remembers last year however,even Musang King and Ling Ching Hsia price came down towards the end. Those thorny fruits cannot match Merdeka plus minus 2.....Merdeka!! Merdeka!!

Heard this year will be a great Merdeka !!! Heard weather will be good !! With good weather, climate will be good and with good climate, most trees will bear fruits !!! Just remember to collect fruits when they are fresh and ripe !!! It's a a once in a year fruit bearing season and all happening plus minus Merdeka day !!!
(Plus minus = +- 2)

Remember just like durians and other fruits, collect and buy at good price before it goes up !!! Once goes up make sure you know what to do before the oversupply happens !!! Those who eat durians will know what happens when there is an oversupply of durian.

2025=2015

Beautiful beautiful counter. They are taking a 30-40% damage hit fr the bank and Goverment cooling policy however oppose to many! their Landbank maybe considerably cheaper. This makes the company more resilient as they can continue to proceed with their launches during tough times ahead. The difference is, their holding period will be shorter between launches and they can lay more options to their launches as oppose to those with expensive Landbank. When you buy secondary and recent and in premium area, likely you are paying 8-10 times higher as oppose to 4 years ago. Hence when you develop a premium Landbank, you will likely to launch premium property also and the timing currently is not preferential to high end or very high end unless you have very strong marketing office abroad and can pull buyers to support your project. On the other hand, if you hold a Landbank that you have bought cheaper err 8-10 times cheaper, you can choose to spoil the market with cheaper launches though unlikely however it can be an option or sales strategy.

Think of this similar to sunken cost vs contractual cost. If you have sunken cost, you can choose how you want to spread your resources to achieve you objective however if contractual cost, you have only got the path of completing the project ASAP.

So now why do you want to choose a company with holding power due to optimal sunken cost, low debts and cheaper holding cost? Because they have a choice during bull market and during challenging times but those with high sunken cost , high debts and high holding cost will suffer.

Hope this short comment helps you to make a divisive decision on the counter you buy. Just as an example, UemSunrise predicts a tough 2025 while L&G thinks 2015 will be a better. See the diff between the two in pointers shared....

Good luck and god bless!!

Tomorrow is an exciting day again. Golf at Trump lawn. Hope to see Donald Trump himself.....then off to Washington. So far I got a Corvette, a 6 litre model. Sweet!.....Sweet!.......American muscle deliver extreme power. Looks like this American way of life will change soon when gas price is swelting up and reducing over the next 10 years. Will Tesla prevail, or the hybrid or the extreme liquid nitrogen vehicle or maybe our very own palm old powered vehicle....? Anybody's guess right! But one thing for sure, it will never be another muscle car since the red necks love power without the add ons...

Since the Americans don't like add ons and believe in pure power, they are not producing any heavyweight champions in boxing or 100 meters sprint or World Strongest man, like they used to nor do they want to be in F1s.......why why?
US is all about supremacy, leadership , innovation but when they fail, they do not know where to begin to resolve their problem. They are extremely passionate ppl and delve deep into their passion to create and innovate. However in today's world of fast and furious, this may not lead to circumstantial progress. As an example, Apple technology and products produced are high quality and stable at the expense of carefull R&D however with the Korean products like Samsung and China like Xiao mi taking more and more market share with more creative marketing than just a good old fashion innovative product sees Apple trying to catch up even though their product are much more superior.
So what is a leader when a leader is not a leader?

I remember in Yester years, a hand phone is a convenience and luxury but today it's an accessories. My wife changes hp every year and a half and even the service provider can be change with MNP, and application gets updated so very often. (First there was SMS, then what's app, line, viber.....) My point here is this, even the term leadership has change. To you innovation is leadership, to the Koreans, marketing is leadership and similarly the Chinese mixing it up and shortcut is leadership. Whatever happen to IP (intellectual property) and plagiarism? Farid Zakaria of CNN and former Al Jazeera was accused of plagiarism while IP theft is rampant. Wrong and right is no longer black and white. Similarly this can be seen in the war between Hamas Palestinian and Israeli. Depending on which angle to look at wrong maybe right and vice versa. Killing children and women is wrong but self defense is arguable.

So again I ask you what is leadership ? Is leadership something that can work only in a fully organized and rule based world or leadership has no rules only a ruthless navigator who is quick to change the course of direction indescriminately at the expense of other hardworking company. Either way the world will be more ruthless as we move along hence the first part of being innovative leadership does not apply anymore.

Hence while all of us depend on the key indexes in US, China and Europe and conclude that the reading give mix indication, this are due to globalize infiltration of global companies, failed leadership, and foregone rules that govern the businesses. This is one reason the TPPA is very key to bring back that control and taking charge of more assuming roles and direction

Hahahaha......

Mother must lead....son always watching the difference

2:1 is so far the highest. If repeat it will clear and touch 52 today. Ratio gap will reduce as son picks up towards mother and 1:1 volume is possible closer to financial result. the volume should ease on son when divined is confirmed and ratio will gap will be bigger then as 8-10 days to convert and investor may not take chance and may buy mother instead

2.35:1

Avg Volume at Support 66 is at 180k/buyer.
Highest Volume done is at 67
Immediate high support at 66

if strong support base is form successfully at 66, this may be the next level launch pad.

So now your job is to count 10 working days from today to see the volume of conversion. Timing looks good because the 10 days will land in mid August and nearing financial....you get what I mean.

Tomorrow being Friday, will be penultimate as the volume must go up for the next support price. Assuming tomorrow it goes 67/68, it will be very good news....

Look at the buyer volume at 66cents......these are the buyers who will support the price.
The buyer here has become the support and the seller at 68cents will become the resistance.

The more volume fall on 66cents queue the better because the next few days the more of those who bought at 66censt will want to sell at higher price. Now look at the number of buyer at 66 cents avg at 200k per buyer. Each 100k you make rm1k per 1cents. 5cents make 5k. So holding 200k 5cents make 10k. You have a good support at 66cents so hope more buy in now for the another blast next week.

Currently 2.3:1
If 2:1 can clear at this point to 52 cents for son but tight.
But if mother continue to lead and distance, son will move when ratio is bigger

Mercedes Sales went up, ford sales went up, BMW sales went up......Tunggu apa lagi??

Son watching mother closely....see volume ratio is increasing to 3:1 again....son will wait 4.30pm to be certain

Looking at mother 4.30pm will be key for those who bought son to decide buy more

2.5 :1 volume.....

Mother to son volume approx 3:1
Son got leverage in catchup 2:1 son can clear 50cents easy

Dear All, once again I would like to remind you NOT to buy L&G because of what I wrote. All I want you to do is read and feel for it. If you feel good and if you feel positive that's all I want you to do. What I have written is not new except putting in different perspective. Feel for what it is.

Also note, the share price challenge the 60cents last week and landing at 59.5cents highest. Think of it this way,when we were young we always try to jump and touch a ceiling. When we do touch the ceiling, we want to try and knock off the air well board. When we manage to knock it of, we will try to climb to the air well to see what is up ther....ever done that?.....it's curiosity for this week and next before we take a short breather and start attacking before the results in August end......watch this space....good luck....pls feel......tq

Part 2 How the story will GO?

Before I go into this, I would like you to ask yourself this
if you buy a house, would you like the house price to be low when you buy and the escalate after you have transacted or the other way? Of course it will be the former, right? And you would hope the price you bought would escalate FAST yeah....
Yes I thought so you would say that. Now think of bonus issue as the same thing. Bonus Dilution and the price goes down but you hope the price will bounced back to the earlier price or higher quickly because then you would have the same price or higher but with more shares and that means more money .....

The next part of the story is about timing. If your choice was to buy first and then hope the price escalate quickly, then you are like most ppl who want quick profit over the least investment time. Nothing wrong with that except timing. How do you time something like that? Easy, L&G announce Bonus first or Lembeh Beringgin 100b GDV?
If you got that answer, my story has just ended......

A lot of good contribution since I last locked on. Have been extremely busy milking some financial cow over the last two weeks making an edge for my company. Yeah I know what you are thinking, after milking cow for two weeks I should have a lot of milk ya? Not really. Over here it is an adversarial approach where more time is spent challenging point for point of each initiative much like playing mental basketball . In mental basketball, you only need to focus and imagine the ball entering the hoop without leaving your chair and without losing focus in a heated debate. However when you do step out into the physical game you are expected to get it right each and every time you attempt the hoop because you are suppose to have thought of it all. In short, you don't get a second chance from failure as many want the same opportunity.

I like it very much where some of you here are putting on a good point in supporting your counter. Remember I asked the MD to do more announcement and marketing on his company? Well that was to lead his followers in the right direction. In today's market, it is all abt real hard facts that help you derive a decision. Some use TA some FA some politic, some insider information while some use their experience and others are just followers. Which ever method you use, there is a certain merits if your fact are presented right.

Whichever method you use, just base it on one thing, a good factual storyline until thus far to measure the consistency of a company. Example of this in L&G would be a company reborn after 2008 in the hands of a good manager. The good manager lead the company and meticulously strategize and deliver steady financial growth. Once that happened, the manager ensured that he optimised his employee in delivering the stringent KPI in meeting project delivery. In doing that, the manager soon got more output from the input. Input can normally be anything from raw material to ideas and strategies while output is the execution, the enforcement and the efficiency in carrying out the task in hand. Once the manager was comfortable meeting that output, the financial growth started to double and then triple with reduced cost. This reached a saturation point where maximum growth met the optimal output whereby anything more would mean increased input. One way of doing this was to increase funds for raw material. Raw material here can mean anything from bricks to cement to Landbank etc. which can be converted to output sales. In other word expansion is in the order and more funds is needed.

For those in business or are business owners in a corporate, can akin "market capital " to "paid up capital" in the way that shows the size of your company. In "paid up capital" the company reflects it's commitment in the market place and in doing business. A low paid up capital also does not get the same commitment from upstream suppliers in terms of credit and supply as you are susceptible to the amt you commit. Similarly bank loans are also limited if you want to expand with low paid up as that reflect unequal growth against your commitment. Hence in a similar way market cap also shows the same commitment. With bigger market cap, means you are ready to commit to bigger undertakings which means expansion. The difference in expansion should come after growth has saturated.

So if we are clear of the above, we are clear that L&G is on an expansion trail. This goes along in tandem with their intent to get 500 Million market cap , bonus issue , or other rewards as with any growth, the stakeholders buy in is important. The stakeholders buy in will determined monies invested stay invested while price appreciate. You cannot have it any other way which may see dilution without the share price picking up. In this situation, the value of the counter has been stunted due to poor delivery of financial and market perception. For those otherwise, a bonus or any other rewards are really a springboard for more upside especially when commitment from market cap and the delivery and growth is proven.

Hope the comment makes sense to you.

Good luck and god bless!!

Unlike a MGO, where the parent company or host company pile their share to 33% and force a Mandatory GO, in a M&A share holders are unlikely to get involve as more value are added in to their advantage. Hence it is important to show the value thru share price than to allow an actual valuation. If you allow valuation, the buyer maybe more incline to factor holding cost especially if it is a premium land. And we know at this juncture of inflation and high risk, buyer will haggle the price as loan is also hard to come by upstream and downstream.

MGO is unlikely to happen with Mayland however achieving 500mil market cap is. If L&G wanted to achieve the targeted market cap all it has to do is convert the LA or push up the price isn't it? Converting the LA is easy, but that is not the intent. After all the MD is from Mayland, which means they already have a strong influence in the company and MGO is not desired at this point. Ask yourself why market cap? Well they have achieved the super topline growth, steady bottomline, low debts/ gearing over the last 6 years coupled with good Landbank and sales pipeline. What else do they want? Obviously expansion!! Market cap target and Bonus is already a strong indication of their intent to expand. For those who don't understand why Bonus when it is a dilution.....bonus allow a dynamic and confident company to showcase their worth especially those with great potential to expand and can be measured with EPS.

"Low Gay Teck is a wonderful Project Manager and Mayland is a beautiful Property Management company"
The statement above is again another testament why they won't do an MGO and will avoid at all cost. We know projects always have a start and end to it. This is what Mayland is good at...ie creating value in service and management over time. Couple this with the financial performance, and market cap KPI, you are looking at revaluation. Revaluation does not mean you need to do a physical revalue of your landbank or asset but can also be achieve thru unlocking of share price. We know many lands in KV have appreciated 8-10 times over the last 4 years. This is also a testament why property price will be hard to go down and players like Ecoworld may have fully valued in while a company like Titijaya may have more upside as they have bought many cheaper lands which have not been factored in. I have shared a link below where property developers are moving south of KV as Landbank is getting very expensive. We know Eco has been buying new Landbank while companies like Titijaya and Trops have already landed these landbanks long ago. The difference is the holding cost vs the appreciation.
I wrote of L&G being a target is exacly for these reason. I have also written on their Lembah Beringin which should become very apparent now.

http://www.malaysia-chronicle.com/index.php?option=com_k2&view=item&id=327492:escalating-land-cost-in-kl-and-pj-driving-developers-to-the-south-side-of-klang-valley&Itemid=3#axzz38Ma3gCpt

6.5 million to clear to next level.....to big of a volume??