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2023-09-20 12:40 | Report Abuse
This time Uncle Koon's comments is actually quite fair. Value here is unmatched across all reasonably sized property counters. But there remains a problem that the shareholders are holding 75% and paying themselves 50M a year, and apparently dont care much about share price
2023-09-20 12:37 | Report Abuse
UEMS...lol I shouldn't have chickened out on that one, should have stayed on both. Played it wrong again. A lesson to remember, again. Anyway all is good with AQRS, nice momentum beautiful chart
2023-09-19 17:58 | Report Abuse
It's noted if that someone isn't an insider, he doesnt need to declare interest even when it exceeds 5% because it's on the warrants not mother share. One can only see shareholders list when annual report is out
2023-09-19 17:57 | Report Abuse
Who is that someone buying Yinson WA? This WA is moving in a mysterious way. There's a reasonable healthy volume, and an almost flat price regardless of macro events, regardless of mother share movement
2023-09-19 17:56 | Report Abuse
@Permutation yes I think BursaVulture said it very well. Yinson isn't cheap now, it's cheap if they deliver on everything. Given current valuation is already due to a fantastic track record, unlike Armada
2023-09-19 17:49 | Report Abuse
Also this low volume counter, uncle's larger block average is not that far from current price, so i suspect he is still holding
2023-09-19 17:48 | Report Abuse
This round I don't feel his massive sellling yet unless he doesnt have much
2023-09-19 17:48 | Report Abuse
Usually uncle write articles to unload
2023-09-19 17:44 | Report Abuse
Within little small cap construction counters, this one now has reasonable volume, lots of potential, bear with the fluctuations
2023-09-19 17:43 | Report Abuse
Despite lower close, uptrend still intact chart still beautifullll
2023-09-19 12:30 | Report Abuse
When Dayang's market cap > Hibiscus
2023-09-19 12:29 | Report Abuse
In AQRS the 5% EPF has is from 3 external managers of which PHEIM holds the most. PHEIM is Tan Chong Koay's, our own Buffett Styled investor...
2023-09-19 12:28 | Report Abuse
@jackson looks like EPF doesnt have a big hand in this. From the volume so far, it also appears that the player in this counter is a smallish one, or that it has not attracted enough players. Testing patience when we see peers running. Even Econpile...HSSEB...Or the giants running like UEMS lol. I am out of UEMS to sell as of today, now if I see it go to $1.2 also can't say anything lol
2023-09-18 15:26 | Report Abuse
Making $$$ already Jessica, let the profits run 🤑
2023-09-18 15:26 | Report Abuse
Steady as it goes at 0.390. Traded some excess portion at 39.5 - meaning I have more funds to support should it retrace lol. Still holding >100% original position
2023-09-15 17:31 | Report Abuse
Because Forest City is too big to fail. It's gonna be a drag on Johor and to an extent our National property market for decades if you let it fail. I say PMX is trying, may or may not work, but the intention is definitely right. It's probably too late to do much effectively, could have been much better, but better late than sorry eh
speakup
https://focusmalaysia.my/forest-city-of-cleaners-outnumbering-shoppers-in-four-storey-mall-hotels-largely-unoccupied/
why is PMX bailing out Country Garden? Why???? Sapnrg tak rescue, tapi Country Garden dia nak rescue
20 hours ago
2023-09-15 17:28 | Report Abuse
Probably because of the 4c dividend la
nightfly
Last month quarterly result out profit down, and suddenly share up. I think got good news going announce soon.
1 week ago
2023-09-15 17:27 | Report Abuse
I have absolutely missed profiting from this counter. In hindsight it's such an obvious choice. Well done guys
2023-09-15 17:25 | Report Abuse
Years back killed by this counter. Bit the bullet cut all at 1.40+ range. Time to re-enter?
2023-09-15 17:24 | Report Abuse
If you're in Yinson, you're probably in Armada Hibiscus and maybe even Dayang Uzma. Profits from there can pay for holding Yinson already
2023-09-15 17:24 | Report Abuse
Sold a bit more warrants but still holding a substantial portion. Mother share is tempting too - but doesnt make sense to go for mother when son is still low premium w reasonable expiry date...what say u
2023-09-15 17:23 | Report Abuse
2 days ago added similar amount to both KSL and UEMS. Look where they are now. I am doubting my choice of holding more KSL, even tho KSL is so fundamentally beautiful. But this now is a momentum driven market, where's your momentum KSL
2023-09-15 17:20 | Report Abuse
Sold 1/3 of holdings, buying back if it falls, holding for more
When it's too easy to sell, it's usually not a good idea to sell too happily
hng33
sold armanda at 55-55.5sen
2023-09-15 17:18 | Report Abuse
If you just look back at recent days how Hibiscus moved, it's often suppressed at a range, then once it is released it breaks out to another range and hold, and repeat. So long as oil is holding at this level we should be fairly comfortable holding this for further gains. Of course if scared like JamesBond it's not wrong to take profits already, but one can always be less smart and not make an all-or-nothing choice
2023-09-15 17:17 | Report Abuse
The movement is quite healthy. Why rubbish counter. Much prefer the progressive build-up in momentum for sustainable gains than an abrupt +8% +10% few days show
2023-09-15 17:15 | Report Abuse
The movement today appears to have the intention to exhaust sellers at this range before a push higher. Yesterday the buyers were adamant to keep it at 37.0. Today 38.5. As this drags on, I believe few can hold all the way - so hopefully once sellers are exhausted and new buyers are built on this higher range, we will no longer revisit the days of below 30c
2023-09-15 17:14 | Report Abuse
Yes and EPF lends credibility to this stock. They were holding much more back then, and pared down to below 5%. Actually EPF isn't a good gauge of price direction. Very often, once they are done selling the price rebounds e.g. MyNews. But in this instance, it's good because we need that credibility - this being so small-cap in a big boys business, yet attracting EPF managers attention
2023-09-14 20:49 | Report Abuse
You are mistaken...this is KSL, that which you mentioned is KSK. Of the 2, KSL is very much larger, and much more established if we are only talking about property
2023-09-14 20:47 | Report Abuse
EPF re-emerges as substantial shareholder 👍
2023-09-12 18:16 | Report Abuse
Continue buying, excess bought cut loss at $1.00 and continue carrying original position to the sky
2023-09-12 18:15 | Report Abuse
Not bad at all, a nice intra day rebound. Sit tight, bullions!
2023-09-12 15:29 | Report Abuse
MRT 3 $30B: Gamuda/ MMC, IJM, WCT, AQRS, MRCB, YTL, HSSEB
Pan Borneo $4B: AQRS (JV with Suria Cap), AQRS (Pre-Cast JV with Sabah Econ Board), WCT
HSR: Johor Developers (AQRS The Peak)
Forest City Special FZ: Developers (AQRS The Peak)
2023-09-12 15:27 | Report Abuse
For a company with a track record of Govt jobs and in fact currently still working on LRT3 etc the market cap is simply too small, I am talking about absolute size. AQRS market cap is only RM195M at today's price. Even Econpile is RM389M. If there's a sector wide recovery, it really isn't that difficult for AQRS to make that much in profits alone isn't it 😁
2023-09-12 01:29 | Report Abuse
This thread so quiet, have to express some opinions can't read silently like other threads. Goodluck all
2023-09-12 01:28 | Report Abuse
That 125% has worked to my favour with UEMS. I sold way too early, bought back at 48.5c, chickened out at 52.5c, and then got back again at 55c. It's a terrible move but I later figured this sector has turned, it's bullish and what we did right for the past few years should not be applied to the current market...wanna make $ or not right
2023-09-12 01:26 | Report Abuse
There's comfort in the sector wide run. If this is a run solely by AQRS it'll be harder to hold so much comfortably. Keeping a keen eye on the sector esp UEMS. Like it or not, even tho UEMS can come down by 30% and still come out way ahead of AQRS, should that happen it'll destroy sector wide sentiment and we could either quit or be prepared to be locked up....
2023-09-12 01:24 | Report Abuse
For this one...as do all others which trend has just turned, it's always difficult to hold. Well, what I do is add about 25% to my existing exposure. e.g. I added 25% more at $0.355 instead of selling, and then when it runs at least I get to sell that 25% to settle the itchy fingers syndrome and hopefully it's easier to hold onto the 100% lol
2023-09-12 01:22 | Report Abuse
Now we have to see how strong it holds at new support circa $0.350. This looks more like the formation of a new trading range $0.350-0.400 than a false breakout. Still, can't be sure
2023-09-12 01:20 | Report Abuse
@jackson, riding for sure. If we extend the chart duration, where we are at is but a small blip. This is a long time coming and a first convincing breakout in as many years. Way too early to take all profit
2023-09-07 17:15 | Report Abuse
Genting is forming a nice flag pattern preceding a break out...but come Monday ex-Dividend it's gonna correct by that 6 cents, then we see how it goes from there, not bad la
2023-09-07 17:13 | Report Abuse
That gap from .635 to .485 will be filled, matter of time no worries
2023-09-07 17:10 | Report Abuse
Added more at 1.07. I think tide has turned, this is uptrending. If go back to 80 cents then too bad for me la lol
2023-09-06 15:53 | Report Abuse
i am holding aqrs ksl uems and a few others. after all these years, the trend has just turned, a little too early to quit. hopefully PMX delivers
2023-09-06 15:52 | Report Abuse
you can have a look at KSL too, impressive fundamentals + johor play. koon yew yin counter
2023-09-04 17:22 | Report Abuse
why so quiet...everyone sold?
2023-09-04 17:22 | Report Abuse
Please enlighten how zahid umno relates to genting ya
Stock: [KSL]: KSL HOLDINGS BHD
2023-09-20 16:29 | Report Abuse
Very curious this price action Uncle KYY is the buyer or seller