People can get excited easily when the company has reported a better QR during bull run. Nowadays, people look into every detail to make sure.....anymore realistic dreams in next few Qtr.

I have seen few male tabao back to their home country after enjoying such a good night life, golfing and playing gamble machines in hotel. Lolz

Posted by Speedy Boy > Aug 22, 2018 11:41 AM | Report Abuse

What a dumb rheotic! Why come back to Malaysia! Those who work in Senzhen can retire in few years while those stay back in Bolehland work their whole lives for peanut! My son's friend who listen to my recommendation to work in Senzhen already earning 6 figure salary in dollar in less than a year since moving there! There's no malay special rights, no 3rd class feeling and most important of all, no PAS holymen disturbing your drinking life! I flip when i saw how they sell beer in plastic bag in Senzhen! Dude, you can get bloody drunk with that 2kg plastic bag beer!
Coming back to Malaysia now is the worst career decision ever! Ringgit already projectedt to weaken to 5.00 by next year! There's no prospect in exports as Malaysia still a commodity based nation! Working prospect is zero and career advancement a complete joke!

It’s not possible to attract many overseas Malaysian to return home even in the next few years. What’s attractive in Malaysia now besides low costs of living at the expense of stagnation of salaries? Many working overseas are mainly due to lack of career prospects and depreciation of RM pressuring them to look for greener pastures. Don’t expect them to return immediately even though government is changed to PH. Back to reality again, Is it the future prospect better than our neighbor like Singapore, Vietnam, Indonesia, Cambodia, China? Think we have to wait until Indonesia, Philippines and Vietnam economy to catch up with Malaysia before consider returning home. By that time, it would be a good timing for them get back to enjoy retiring life. Lolz

Criterias are criterias...laser focus leads to success.

Probability. Geng. You still got so much time to crack your head even though you are working with others. Why not not full time in share market? You got big potential in this career. Wakaka

Probability. We are not a long term investor. It could beyond our comprehension on his picks. Don’t crack your head so much la. Be focused in what we attract with to make money in stock market. Lolz

Posted by probability > Aug 22, 2018 01:15 PM | Report Abuse

up_down...no, i am serious to know about 3ii picks...it matters when your capital size is big....

as i have yet to research much on them...

thanks for your inputs

i still could not figure why Nestle shot up like by 100% recently...
how one can actually predict that..

Probability. Cagr is most likely lower 10% but it will be much higher than FD. Frankly, you are an active trader or value trader. You work hard to earn quick bucks in short or mid term so 3i picks is certainly irrelevant to you.

Posted by probability > Aug 22, 2018 01:07 PM | Report Abuse

up_down..can we obtain 10% Cagr for 3ii portfolio for the next 10 years? can i be fairly sure on that? would you say yes

is it because they are of consumer nature?

what do you think..i am asking sincerely

We are talking about almost a guaranteed way of making money in stock market for passive investors. The returns may not be big but it provides a stable dividend and capital protection in long term. If you want to make quick bucks in stock market consistently thent must be prepared to work hard. It is really a difficult life to many people...somemore, we have a fine tune our mentality to tailor the market. ...some more, no right or wrong answer at the time of making a decision.

Posted by stockraider > Aug 22, 2018 12:29 PM | Report Abuse

Correct loh....with only few stocks....in hand....bought long time ago & now at high high overvalue price..every day shout buy buy quality stock...is not the right way and a dishonest way...to help investor to invest loh...!!

I believe that you have been making a great fortune for the past 10 years. You hit few multi baggers like KESM, Superln......But don’t compare with 3i picks in terms of quantum of returns. You are certainly work harder than him. Your think many people like you meh?...Many love to make money but refuse to learn more and doing homework...

Posted by stockraider > Aug 21, 2018 10:47 PM | Report Abuse

up down...... u actually over rating 3iii loh....!!
Wait until u have the priviledge to see General raider return...u will pengsan loh....!!
( Normal loh....raider sometime also blow water loh

Raider. You still want to carry 3i bag after all these years? I salute. The fact is that 3i still makes a decent returns from his investment for long term. I don’t expect him to come out another one other than what you have listed above. It should be sufficient for him..He is quite relaxing in investing....but we work like a dog to scout for new or theme stocks to fetch higher returns. It’s not an easy life for us unless we are enjoying what we are doing now. Lolz

Besides PBB, 3iii got few more good picks like Nestle, Petdag, Aeoncr for long term.

RM is weakening due to trader war, FED rate hike...better hide in SAM.

ECRL project is the main catalyst for rerating of rebar counters. Without ECRL, it is rather difficult to goreng. Think the cancellation would send all to gg.com unless they can deliver super duper Qtr profit.

No time to read news and announcement. No time to learn proper investing. No time to monitor. Not interested in doing homework. The best way could be....follow 3iii picks. His portfolio is growing bigger and bigger in longer term....he is still making money even though many counters were badly hit.

Steel theme no luck liao....

Hopefully, USD loan won't has much impact on its Qtr2 earnings after RM depreciated by more than 4%.

Traders are betting minimum EPS 6 cents for Qtr 2 at current share price. Better not to fail the expectation of the market.

Uncle has ignited his modus operandi again...lolz

In the end, be mindful what we are doing now...Life is great!

Don’t be too greedy before the partying end lor..

Feimah. Buy and sell and still holding now.

Be realistic in stock market...making money is more important than feeding our egoism. Lolz

Layhong....is rather hard to fit his criteria for goreng...

He knows that he would certainly go Holland if still keeping his ‘statements ‘ due to high egoism..See his surname 官...quite fit him.

KoonBee is so powerful.
1st round - HY
2nd round - LionInd & MAsteel
3rd round - ???

Kyy is not interested in Jaks now... so much internal problem and uncertainty of IPP. He has been switching funds to rebar counters....think he will completely exiting Jaks soon. He is more enjoying goreng low PER counters to earn fast money. HY was the first successful example. lolz

Great QR. SAM is on the right track achieving 1 billion annual turnover.

Thought of adding more before QR announcement but price up so much with high volume. @@

LH lands for layer farm, feeder farm and feedmill consists of 118 acres. Tamparuli accounts for 9 acres of the operation < 10% of the entire areas. The remaining 109 acres of farm land is located in Kuala Selangor and Melaka.

Tamparuli operation could contribute less than RM 3.15 million or 8.6% of LH entire profit for FY 2018. You guys can check this figure in Non Controlling Interest (NCI) as shown in Balance Sheet. NCI profit consists of 30% from Innofarm (Klang), 30% from Evergreen Organic Fatilizer, 50% from STF....

LH's integrated livestock farm in Tamparuli name, STF Agriculture Sdn Bhd. It is 50% owned by LH as stated in Annual Report. LH has 50% stakes in Sri Tawau Farming Sdn Bhd as well.

LH's integrated livestock farm in Tamparuli name, STF Agriculture Sdn Bhd. It is 50% owned by LH as stated in Annual Report. LH has 50% stakes in Sri Tawau Farming Sdn Bhd as well.

If bird flu were happened in Kuala Selangor, all shareholders would have gone to Holand next week. lolz

Finally, We know the reason of LH share price crashed which had triggered margin call. The culprit is caused by bird flu in Tuaran. No wonder LH price was hit hard recently.

Gain on disposal of land will reflect in next quarter P & L. This piece of land was revalued few years ago and surplus was parked under Revaluation Reserve.

We love to see him living in the past glory of success. He has no mistake to learn from the previous picks.

Uncle is loaded...so what! Without engaging a capable advisor, then he has to prepare donating most of his wealth to sharks and crocs in the market. His sky high egoism would sufficient to kill him in the market. He is now regret for ditching his former good advisor.

LH got a small layer farm located in Tamparuli....not Tuaran.

Most of the Lay Hong broiler and layer farms located in Kuala Selangor. Run for life if bird flu happens in that area.

It seems Uncle has already lost his confident in new invented business sense for investing after he started reducing his stakes. I suppose he would return to low PER companies....easy to goreng and make money. Lol

Be realistic. High growth is normally associated with high gearing as the company doesn’t ask any money from shareholders through right issue for huge expansion projects. High gearing....look at QL. Go for cash cow or high dividend yield stock if you are so scary.

Uncle thought he could convince his advisor to jointly promote Jaks so that distribution can be done easily.....who knows his advisor rejected the deal for protecting his own reputation.

There are many Funds emerged as big shareholders, accounted about 80 million shares, in AR 2018. Great Eastern alone bought more than 20 million shares. Many big retailers disposed their shares at the prices above 90 cents in past 12 months. They were quite smart for offloading shares at good prices. The massive sold down very likely trigger by Funds reshuffling their portfolio since early Jul 18.

Parked under watchlist for long time. It could be a good time to take advantage at this level of depressed prices. With a revenue growth of 15% to 30% in past few quarters, Lay Hong is not overvalued comparing with its peers in term of PER. Further more, the company has invested RM 90 million in P & M for expansion for last 12 months.

Cab - 12x
Lay Hong - 14.7x
CCK - 15.8x
QL - 41x

QR announcement is approaching for reporting better profit. Go go go!

Perstima is a typical cash cow in this oligopoly business.The company would distribute most profits to shareholders due to lacking expansion opportunity. It’s staging a recovery’s mode now.

Great QR. Expect profit margin to maintain as its raw material prices could trend downward due to trade war on autos.

Uncle is a veteran in goreng shares for few decades. It’s not possible for him being so naive that not engaging any proxies to maximize profit. He may press the prices down further before goreng back. Anyway, Vietnam IPP remains a good story for goreng .....lolz

OTB is not so gullible to invest/trade purely low PER stocks la. He his quite selective instead. There are many companies traded at PER less than 6x nowadays ie...Ken, Amprop, TA, Mulpha, Malton, MNRB, KSL, Choobee, Insas, Tomei, Prestar.... Wakakka

OTB. Congrats. You guys reunited would certainly give a boost to the undervalued companies in the market. I am just one of Ikan bilis surfing with Koon Bee wave. Lol