Windy1974

Windy1974 | Joined since 2018-01-26

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Stock

2021-04-08 16:16 | Report Abuse

The night is the darkest before sunrise. Just like gloves haha. But i sold my Topgloves la since i reckon it runs too fast la. Shorties kena squeeze.

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2021-04-06 18:27 | Report Abuse

DK would be an ideal candidate but i doubt he wanna be elected. You have no accounting background is ok, i am sure there are such expertise in JAKS share holders? 50 share holders should be easily done thru DK private chat group? Next is to gather the % shareholding to vote you in. All such procedures DK private chat group should consult DK. SSlee, you can make the process easier by having documentaations done and just get people sign. Yes, leceh but you wanna fight for minority interest then now is the time. You might be stated in Bursa history as the first success.

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2021-04-06 14:49 | Report Abuse

with pak tua no need others already exceed 10% shareholding lah

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2021-04-06 13:12 | Report Abuse

SSlee. If you can gather enough (10%), i will vote you into BOD to protect our interest. Any companies wanna have long term investors need to have a dividend policy. That's why i choose Topglove over others in gloves. At current price for TG, investors should consider allocate a portion of their portfolio to gloves (up to 10%??)
I read that, Covid high chance to mutant new variants every 10 months and gloves could be a hedge for anyone's portfolio.

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2021-03-31 10:21 | Report Abuse

Those with negatives comments. You are trying to help AA investors to see the reality or you are just happy to see people losing money? If you are the latter, then you are just as noble as the datuk seri

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2021-03-31 09:38 | Report Abuse

Sslee. TQ for pointing out the risk of AA. You are pointed out facts here. Analyst did give credit to AA's online business valuing it at RM2B. As TF himself said, he projects online to contribute 50% of income by 2025. While there's potential, that's another 4 years away. And digital banking is still another year away. So, anyone who wanna buy AA needs to be patience and also make sure got money to subscribe to RI.
Today read in Sinchew daily about the infamous Datuk Seri and interesting links to MACAU. Many penny stocks have dropped more than 50% from high and i believe more to come as these companies are worth 0. Our IGP said many enforcers are involved. Not surprising right? How about our Securities Commission? Hmm. I predicted many new retail investors will suffer big losses and i believe they already are now. Will get worse. And there ain't anything anyone could do about it.

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2021-03-30 15:01 | Report Abuse

qqq3333 seems like you have a personal vandatta here. Fine but let's attack with facts. If you are an environmentalist, fine. But how's it gonna affect income of PP? Ya, pollution for another 25 years, so? How is it gonna affect the profit for next 25 years?


qqq3333 in stock market, its called anticipation not what OTB says.

construction profits no more....difficult to see meh?

reversal of profits to minority interest cannot anticipate meh?

the future, not as bright as u think...The power plant will give RM 150 to 200 million profit for the next 25 years....in your dreams lah, OTB.


coal plants are no longer as viable 10 years ago.


coal plants are no longer the cheapest source of electricity....some more, so damaging.


ESG investors are more and more significant force. ...u think people still stuck in ancient times like OTB meh?

no capacity for anticipation, plenty of capacity for finding excuses, good enough meh?

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2021-03-30 13:10 | Report Abuse

Wah. i am not an accountant, why are they losing so much?? Any accountants to explain?
I read someone commented PP 1 month 1 turbine 7.5M? Based on what statement? If true, then RM180m profit a year closed to DK calculations.
As i said before, if everyone not happy, we can have a EGM and vote me as CEO. i take RM50k per month and nothing more haha. Otherwise, we can grumble till kingdom come also nothing gonna change. Well, i reserve my judgement yet on ALP. At least he didn't come out in the media and tell you exorbitant projections right like many CEOs in KLSE?
I have learnt in life that a friendly guy not necessary good and a quiet guy not necessary bad

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2021-03-28 19:22 | Report Abuse

Good to see forumers with integrity here like humbleisland & ykyew. Showing facts despite it might be negatives for AA.
First quarter 2021 almost gone. Yet again, i have to scale back on my travel plans. I suspect the earliest possible for interstate travel will be before Hari Raya? That's because government won't dare pissed off the biggest voters in Malaysia. Same as reason why now Sarawak Covid cases are champion. Sarawak govt dare not forbid the Dayak's funerals becasue they are the biggest voters in Sarawak. The crucial question for me now, govt gonna expedite the vaccination program? At estimated 100k - 150k vaccination per week, anyone can tell me how long we need to reach 70% population target? Sorry, i failed my SPM maths. Malaysia govt have many good ideas but execution always screwed up.
I would like to list out the positives and negatives for AA.
Positives
1. AA will not bankrupt for sure.
2. Vaccination is here. We will get to 70% eventually...
3. Their digital businesses our cashflow positives
4. They are going for digital banking license
5. TF is a great entrepreneur/survivor

Negatives
1. PP & RI is inevitable. Meaning that future earnings will be diluted by 40% minimum assuming that AA won't get additional income revenue.

Potential
1. Digital businesses. It's very competitive so potential earnings yet to be seen
2. Digital bank. BN gonna annouce winner early 2022
3. Potential higher ASP for seats in 2022 when demands for air travel return

All the sudden TP for AA now RM2, RM4 and RM5. My TP? RM10,000. What?? RM10,000? Why not? Kaki kong, kaki song

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2021-03-16 13:19 | Report Abuse

haha. I know Marubeni. I am referring to 5 years make money 15 years losses?
By your logic, if i were OSK i won't finance solar land too. If solar farm lose money the owner won't be able to pay loan or rent too right?
Or probably you are like your nickname, Sin Gor

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2021-03-16 11:02 | Report Abuse

SinGor. You sound like an expert. Probably show some facts & figures?
I have a feeling i gonna be rich too

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2021-03-16 09:05 | Report Abuse

Sorry. I am unable to advise since i am an amateur investor myself. However, based on news link above, i was pretty accurate in profit forecast. 6-8% return is decent for stable income stream. For a company such as JAKS, the valuation used should be DCF (discounted cash flow). What's that? I don't know details and i don't know how to derive it. Just know name.
My advise to you, understand WHY you buy certain shares and how to derive basic values from it.
If you rely on your financial future on someone else telling you buy or sell, you bound to cry one day. Would it give you more confident if i tell you RM10?
I won't tell you if i sell (at least i won't come here and say it's overpriced)
I actually trading sold above 0.80 and now bought back, with additional shares.
There are big sellers recently in JAKS. I don't know why. I am waiting for QR for an indicator.


Hui_k_c Sifu Windy can i buy this stock now. pls advise
15/03/2021 4:54 PM

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2021-03-14 18:02 | Report Abuse

When i first saw the news, my first impression was, SHIT. Solar farm very low return leh on capital. However, i never really look into details but just general overview.
The impressive part of the annoucement is that JAKS is 1 of a handful of companies that were awarded a 50MW LSS which is the biggest farm this round.
So, i had spent some time and asked google god "how much 50 mw solar farm can make"
https://www.ysgsolar.com/blog/how-much-money-can-solar-farm-make-ysg-solar
https://greencoast.org/solar-farm-land-requirements/
So, what i read is that 1 MW requires 4 to 5 acres of land and 1 acre of solar farm can generate profit of USD21,250 - 42,500.
If i use the lower figure USD21,250 x 4 x 50 = USD4,250,000. That's RM16M. Also, the lowest bid price was 17.68sen/kwh which is higher than the USA that i read at around 12sen/kwh.
As a businessman, if source of funds not an issue, i wouldn't mind invest in solar farm if my return is higher than my source of loan. The source of funds should come from bank loans with current low interest rate.
Actually i have looked at plantation as a business option too and decided the return was low at 5-10% return a year? I could be wrong as it's just a general overview. However, the beauty of RE just same as plantation, power generation and plantation companies generate some of the most profit in KLSE. You see, in many businesses, profit growth is not guaranteed by expanding capacities. Plantations and utilities are the rare businesses that do. Of cos, if it's a GLC then it's different stories.
Hopefully some expert can feedback on typical IRR of solar farm in Malaysia

News & Blogs

2021-03-08 07:42 | Report Abuse

SSlee i agree with you Insas is safe.

News & Blogs

2021-03-08 00:44 | Report Abuse

SSlee. Don't worry. Insas has high NTA. So, you won't be too worst off apart from ding dong between 0.70 - 1.00 haha.
You know what i would do as a shrewd businessman? By the time i believe i wanna cash out my profit in my company, i would just increase my shareholding to the Mandatory General Offer (MGO) level and then offer everyone RM1.20 per share. Now, that's being generous haha. Hopefully you are right with your judgement

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2021-03-05 21:42 | Report Abuse

Malaysia investment sifus no worries. You won't be arrested and can make tons of money. Malaysia full of suckers

https://www.scmp.com/news/hong-kong/law-and-crime/article/3124205/hong-kong-police-stock-regulator-freeze-hk900-million

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2021-03-02 09:59 | Report Abuse

50991J. Maturity date 26/4/2021. Exercise price 0.80. Conversion 3:1. Means if you buy at 0.08, AA needs to be 1.04 before you are IN THE MONEY. Don't waste your money on what you don't understand. Of course, the reward is substantial if AA exceeds 1.04. Make sure you understand the risk you are taking. A lot of people buy what they don't understand

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2021-03-01 11:04 | Report Abuse

who is the smart guy who exercise 4000 WC please raise your hand?

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2021-02-26 09:42 | Report Abuse

newbie1111. I start to wonder whether you are really newbie or one of those shorted 25m in AA?
Yes, that's why my buddy Tony is an entrepreneur and not you and me. That's why he could bought over AA at RM1 and make it into AA today. That's why until now i still don't understand why if i fly AA, my luggage is on the conveyor belts 10 minutes later and MAS up to 30 minutes. That's why until now i still don't understand why AA stewardess are prettier and more energetic than MAS. That's why...
Well, Tony could fail. But i like a fighting spirit

News & Blogs

2021-02-25 21:39 | Report Abuse

SSlee. TQ for your tip for Armada. I made handsome profits. Sold all around 0.375.
Now, you gotta ask me la when it comes to O&G. Dayang is a well managed company but RM3 was too high la. I reckon even now at 1.8B it has run ahead of itself. In the long run, Dayang is worth keeping but i very doubtful it could be worth RM3B

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2021-02-25 21:30 | Report Abuse

Hi newbie1111. I would like to respond to your questions below.
1. Agreed. AA taking on more debts mean less profitability
2. Q4 definitely massive lost. That's why they wanna wait till end of March which coincide with their fund raising proposals? I would do the same if i run AA. People would just look at the headlines and respond without digging into details. Worst, i dare to say at least 90% of people who buy stocks no ideas what details to look for? BTW, i am 1 of the 90%.
If you are here because you wanna find out whether AA is worth investing, then you can read my previous comments on WHY i chose AA.
Companies that do PP or RI in general are bad for existing shareholders because your earnings are diluted. However, there are exceptions. Coincidently, 2 stocks i invested in the last 3-4 years happened to be the exceptions.
1. Hibiscus. I started buying Hibiscus after they announced they bought over Shell's Sabah assets for RM100m. I invested heavily in Hibiscus averaging 0.40. Why? RM100m is damn cheap for a 10k bpd assets. If i recalled correctly, Hibiscus made 3 PP thereafter to finance the purchase within a period of 1 year. Everytime after PP, the share price went up substantially. I sold all at RM1 which i was supposed to keep 1/3. No discipline
2. JAKS. I bought RI in November and made more than 100% from it. Why? Vietnam power plant is ready
So, PP or RI in general is bad but you gotta see what's the future. In Hibiscus case, cheap buy and income generation in future. So, PP no problem. In JAKS case, RI for power plant, consistent and long term income. No issue. Of course, the price was depressed too.
So, here come the reason i bought AA. The price was depressed too. Have a look at AA QR and you would realise that AA has made annual income from few hundred millions to billions. AA currently worth RM3.4B. Now, if AA don't go bankrupt, the bank has said they would make 6 sens in 2022. At current price, that's PE 15? Whereas European low cost airlines are trading at 2022 PE of 19 to 40. Even without digital banking, i reckon it's relatively safe to buy AA now.
If you don't like AA, move on. In my opinion, 2021 is relatively easy year to make money.
Choose the market leaders in these sectors and you would be fine. Bank, Energy, Property and even Construction



newbie1111 Normal airline take on debt to expand their capacity to earn more revenue. But this case they taken on debt just to survive and the capacity had been cut. The profitability of AA would be reduced for a long time
25/02/2021 10:04 AM

newbie1111 Q4 delay until end of March, scare to reveal massive lost?
25/02/2021 8:15 PM

News & Blogs

2021-02-25 20:51 | Report Abuse

Or when he took photos in front of AT and came up with fantastic profit projection but then changed 180 degrees soon later? Maybe JV with the chong kah turned sour? In the old days, chong kah hide behind the scene, now they are being celebrated as celebrity

News & Blogs

2021-02-25 20:49 | Report Abuse

SSlee. Sincere and good write up. Is your grandpa Koon one of those unscrupulous conman you mentioned? Otherwise, how could someone told his readers that Dayang business won't be affected even when oil price was down and all the sudden after 2 weeks he declared he sold out of Dayang?
You need to be consistent with your verdict even if you consider him a friend

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2021-02-24 20:55 | Report Abuse

Very boring eh, don't know what to do. So, please spare me some space to talk cock.
In general, i only dwell in JAKS forum but i do browse thru forums which stocks i am holding.
While i detest those investment gurus or chong kah who are manipulating the forums for their interests, i find 1 bunch of ikan bilis who are no better and yet they have the thick skins to condemn others. These ikan bilis are typical and very easy to identify in a forum. When they hold stocks in a company, they will everyday come and chant up. However, once their trigger happy finger clicked sell because they were too eager to collect the profit for KFC, they suddenly become very bearish.
People like that are abundant in real life but more so in forum. I don't know the one in forum but those i met in real life, none do well

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2021-02-24 10:00 | Report Abuse

BTW. Personally i support AA but not AAX. Just a quick glance of AAX QR from 2012 you would realise they were mostly in RED. If my buddy couldn't turn around AAX in the good days, what makes you think that he can in the future?
Also, for those gambling on 50991J, i hope you know it's gonna expire in April? And hopefully you know how to derive a fair price from it?

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2021-02-24 09:55 | Report Abuse

let's not start a vaccine war after glove war haha. My parents supported Sinovac. Well, my point was, my RIGHTS to choose if i am willing to pay.

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2021-02-24 09:34 | Report Abuse

I supported glove counter Topglove since i was trying to catch a falling knife. Just exited at 5.50 as 5.52 support broken. Lost hard earned RM12k. Moral of the story. Don't play play with knife

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2021-02-24 09:28 | Report Abuse

This is not enticing you to buy but to share with you reality. Now, i am one of those can't wait to fly. However, how many are like me, i don't know.
Domestic travel in Malaysia i believe soon. I look forward to it.
International travel. By July with vaccine passport. I am first to sign up for vaccine jab.
Also, i don't know how many are like me but i would like to CHOOSE my Pfizer. Understand govt can't let rakyat chooses otherwise who would use China or Russia vaccines right? I am sure all top officials are using Pfizer. Understandable because they are important people to rakyat. However, govt should allow rakyat to choose if rakyat willing to pay? I am willing to pay to choose Pfizer. Please make noice in social media.

https://www.marketwatch.com/story/airlines-and-travel-stocks-surge-as-u-k-sets-out-lockdown-exit-plans-11614080213
https://www.telegraph.co.uk/news/2021/02/23/travel-news-holiday-restrictions-abroad-quarantine-hotels-reopen/

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2021-02-23 09:29 | Report Abuse

AA got son meh? Please be careful with the call warrant. Many are seriously out of the money. You don't even get a piece of toilet paper when it expires. Well, if you like to gamble, better give me instead

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2021-02-23 00:17 | Report Abuse

Bursabet. From link below i found, he is worth less than RM200m. I doubt a person with 10B net worth got so little info on the internet unless he is into "underground" business.
Indeed, he runs a casino in Philippines. In case you don't know who Richard Yong and Paul Phua are, just google Paul Phua and you will get hours of interesting read.
In Malaysia, football kakis know him because of Maxbet or IBCbet if i recall the site correctly. Money is not an issue either way. Paul Phua openly stated in interview he lost RM100m in casino every year. (Just speculation he is involved. Very interesting indeed)

bursabetbet Windy1974 stanley choi’s net worth should be over 10 billion. “Choi had been a founder of Yunfeng Capital, a private capital arm of Alibaba Group chairman Jack Ma.” Thats what i found online
22/02/2021 10:19 PM

https://www.marketscreener.com/business-leaders/Chiu-Fai-Choi-076WBT-E/biography/

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2021-02-22 21:28 | Report Abuse

Below are just speculation and who actually owned the 8% in AA not gonna affect AA's prospect.
Stanley Choi officially owns a financial group. Not much is known about him apart from him being a good poker player. The 8% stakes are not under his listed company ownership. Few things raised my interest.
1. That's RM200m. Has he got it?
2. Why all the sudden a HK businessman getting involved in Malaysia company? AA not a goreng stock like Inix.
Stanley entered a lot of high stake poker tournaments. Up to USD1m. However, it's open knowledge that some of the best players are financed by others. Especially the last 8-9 years where Malaysian poker players have changed the poker wagers to millions of dollars per pot in Macau. Stanley in 1 occassion at least was financed by Malaysian Richard Yong. I would incline to believe that he is just a front man

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2021-02-22 18:04 | Report Abuse

Musang. After wet wet song song with JAKS. 2021 wet wet song song AA

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2021-02-22 18:02 | Report Abuse

RI? from what my buddy Tony said, i thought it's quite clear cut the pp of 20% will be final. Rest will come from government loans and other methods of financing. That's my impression anyway.
Anyway, if govt got loan, then even if there's gonna be an RI, it won't be as huge as it needed at RM2b as per banks.

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2021-02-22 08:43 | Report Abuse

Good morning. Such active AA forum. Ya hor, why glove and AA like enemies ha? Anyway, none of my business, as long as it makes you song.
I have posted a comment i made in Dec about AA and would like to update here.
I said i would be taking 40-50 flights in 2021. Well, with the current MCO, i suspect i can only fly after taking a vaccine jab. Probably only after July? And with kids flying still unknown since they can't take a jab, my year end family trip overseas still unknown. So, all in all, i expect to take about 20 flights in 2021.
Have you got any experience via AA website recently? Due to cancelled flights, i was directed to the almighty AI now serving me. Used to wait 20-30 minutes if you were lucky via chat but now instant reply. My issue was solved but i am not sure how many % still need human contact? Anyway, imagine how much salaries AA saved?
Of course, AA is still bleeding losses. Let's see from the QR, how much. My buddy Tony did say by end of year gonna turn cashflow positive. So from now till end of 2021, let's see whether Tony needs RI or can het loan from bank. RI is already factored in. If get loan, will be a positive sign.
Indeed, banks gave TP less than 0.40. Will it reaach their TP? Maybe. Maybe not. I only know that i was waiting for that price when the sentiment was the worst in 2020 around Sept/Oct yet lowest was 0.50? My approach is always buy expensive than not buying if i believe in the future prospect of a company. Over my almost 28 years in share market, i learn 1 painful lesson. Don't wait if you believe. How many of you have told your friends, i q at what what price and didn't match and now the company worth 10 times more leh? My friend, those old grandpa stories don't make you an investment gurus but failure. Human nature is like that. If you q at 0.73, never hit and move up the share price, would you buy at 0.90? 99.9% of people won't. So, it always become grandpa stories of your big missed.
I give credit to AA for their effort to survive and thrive during the pandemic. What did MAS do during this period apart from their success in sold out peanuts? They even still gonna make my enrich points expired while all other airlines extending it till end of 2021.
As for gloves, indeed profit would be good for the next 6 months or 1 year at least. If you yet to know that, investment is about tomorrow not today, then i suggest you better quit sharemarket before you lost your kid's education fund. Same, i buy AA for future prospect, not now. And i am banking on digital bank not just aviation. Am i right? Maybe not. But as a business man, i invest in future and my judgement.
If you believe in the bright prospect of gloves, go for it. But don't do it because some investment gurus told you so. They are most likely con man, just like me.

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2021-02-19 10:38 | Report Abuse

Stock: [JAKS]: JAKS RESOURCES BHD

Dec 14, 2020 10:27 AM | Report Abuse

JAKS share price very boring lately. So spare me some time to promote Airasia haha. I have to declared that Airasia is now my major holding and i am promoting so that you can help push up the price haha.
I started buying AA at 0.735. Why? Nothing fundamental, purely rotational play into vaccine positive stocks since AA price was depressed. AA price was rightly depressed because of all the expected RI needed to stay afloat. I was hoping to sell AA at RM1 range but now i am keeping it in the fridge till further developments. Now, what are the developments i am excited about? Now, mind you, i am a businessman in nature so my decisions are based on business instinct and not supported by facts and figures like DK.
1. Tony (haha, first name basis) said recently, Thailand domestic travel back to pre Covid level. So, i guess us Asians are daring bunch. We rather die than not flying haha. I used to take average 80-100 flights a year and i look forward to at least half of that in 2021. I am scared of the needle but i am more scared of not able to fly haha.
2. Well, the game changer for me is actually Tony announced that AA got a digital banking license. Now, i was not an online person pre Covid. However, since Covid, i am at least 50 courier deliveries from Lazada etc. Now that i find it cheap and easy to do online, i doubt what else i gonna shop in malls? Now, now, wait wait, ok. Yes, it's not digital banking. Since i got time, let me long gas a bit haha. Also, during this lock down period, i started listening to Jack Ma on youtube. Yeah, i wished i have heard it earlier than i would have made tons of money in Alibaba. Still, i am gonna buy Alibaba because i believe as Jack Ma said, online thingy still in it's infancy.
Now, in Malaysia, if you wanna talk about entrepreneurship, if not Tony than who? (Maybe Vincent Tan haha!!)
1 thing i learnt from Jack, big data is the future. AA has 60% of Malaysian's information after operating in Malaysia for almost 20 years? So, if anyone gonna succeed in digital banking, i would bet AA.
Now, banking is a money printing machine in Malaysia. Just look at how much Affin is worth. (RM3B and i have never set foot in this bank) Now, i don't know how much AA's worth and i will let it run baby.
Hopefully, you have awaken from your glove dreams and start shifting to AA to help me push up the price so i can retire early.

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2021-02-15 16:39 | Report Abuse

Correction: 0.46 + 0.34 = 0.80

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2021-02-15 16:38 | Report Abuse

WC looks delicious but WB even better at current price. Expire end of 2023. Almost in the money at current price 0.46 + exercise price 0.34 = 0.70.
Otherwise why today WB volumes exceeds the usual volume by % of WC. Lots of smart money knows that and i gonna pissed them off by posting here. Of cos, i have bought WB too and want you to push it higher. I am not helping you

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2021-01-13 14:40 | Report Abuse

This is not politic, definitely there is right or wrong. Of cos it's up to investors or gamblers which side they believe but there is only 1 side that's RIGHT. So, if you are serious about investment, you should do faact findings. Otherwise, we only got ourself to blame. Either glove bulls or bears, if their arguements are based on their genuine belief, then they are not wrong in my eyes. If 1 intentionally induce people to buy or sell knowing it's wrong, then i hope people like that go to hell and join me there. I gonna see many i3 forumers there i believe

supermaxdarren the articles i read is glove in shortage since vaccination do create an additional demand for glove usage...no right or wrong coz it just a news and it's up to investors which side they believe..
13/01/2021 2:32 PM

Stock

2021-01-13 14:14 | Report Abuse

Evaluate the arguements and come to your own judgement. Either you decide to buy or not, make informed decisions. You can't find much informed arguements in i3 apart from a lot of bomoh chanting ups and downs.
DK66 is the rare one with detailed analysis. Yet, you need to decide whether it's bogus or truth

https://www.theedgemarkets.com/article/glove-bear-jp-morgan-tells-clients-gloves-aint-needed-during-vaccinations

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2021-01-04 10:15 | Report Abuse

Very impressive volumes for glove counters. I reckon it's positive for other counters. I feel that the market is weak lately because a lot of money are tied in glove counters with everyone hoping to gain from it. From the turnover, it shows that many die hard fans have existed

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2020-12-16 14:20 | Report Abuse

DK. now JAKS forum is becoming like others. Off

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2020-12-16 14:18 | Report Abuse

LSS very low return on capital lah. No need to promote here. I tolong tolong JAKS doesn't get it. Just give me PP profit as dividend unless you can strike another pp deal

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2020-12-16 14:14 | Report Abuse

Beggar can't be chooser. It's easy for developed countries and citizens to criticize 3rd world countries for pollution when they have developed. Having said that, it doesn't make pollution right.
As DK highlighted, JAKS pp future payment is protected by BOT. Prospect wise, no arguement.
If you wanna argue environmental impact, then not here. While i don't consider myself environmentally friendly nor i am not.
Wanna be environmentally friendly? Don't use aircon and don't eat meat. Walk the talk

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2020-12-15 09:38 | Report Abuse

Sslee. TQ for introducing Armada to me. You sold too early la haha. Seems like you are not value investing leh otherwise you won't have sold at 0.26s thereabout. Anyway, now it seems like time for a breather for energy stocks lah

Stock

2020-12-14 10:56 | Report Abuse

Bye bye 0.945. I don't wanna c u again, EVER!!

Stock

2020-12-14 10:27 | Report Abuse

JAKS share price very boring lately. So spare me some time to promote Airasia haha. I have to declared that Airasia is now my major holding and i am promoting so that you can help push up the price haha.
I started buying AA at 0.735. Why? Nothing fundamental, purely rotational play into vaccine positive stocks since AA price was depressed. AA price was rightly depressed because of all the expected RI needed to stay afloat. I was hoping to sell AA at RM1 range but now i am keeping it in the fridge till further developments. Now, what are the developments i am excited about? Now, mind you, i am a businessman in nature so my decisions are based on business instinct and not supported by facts and figures like DK.
1. Tony (haha, first name basis) said recently, Thailand domestic travel back to pre Covid level. So, i guess us Asians are daring bunch. We rather die than not flying haha. I used to take average 80-100 flights a year and i look forward to at least half of that in 2021. I am scared of the needle but i am more scared of not able to fly haha.
2. Well, the game changer for me is actually Tony announced that AA got a digital banking license. Now, i was not an online person pre Covid. However, since Covid, i am at least 50 courier deliveries from Lazada etc. Now that i find it cheap and easy to do online, i doubt what else i gonna shop in malls? Now, now, wait wait, ok. Yes, it's not digital banking. Since i got time, let me long gas a bit haha. Also, during this lock down period, i started listening to Jack Ma on youtube. Yeah, i wished i have heard it earlier than i would have made tons of money in Alibaba. Still, i am gonna buy Alibaba because i believe as Jack Ma said, online thingy still in it's infancy.
Now, in Malaysia, if you wanna talk about entrepreneurship, if not Tony than who? (Maybe Vincent Tan haha!!)
1 thing i learnt from Jack, big data is the future. AA has 60% of Malaysian's information after operating in Malaysia for almost 20 years? So, if anyone gonna succeed in digital banking, i would bet AA.
Now, banking is a money printing machine in Malaysia. Just look at how much Affin is worth. (RM3B and i have never set foot in this bank) Now, i don't know how much AA's worth and i will let it run baby.
Hopefully, you have awaken from your glove dreams and start shifting to AA to help me push up the price so i can retire early.

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2020-11-26 17:14 | Report Abuse

TQ Gecko. Not lihai. I am glad i am 1 step nearer to early retirement haha


GGecko I m happy 4 u windy74. Lihai
26/11/2020 4:16 PM

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2020-11-26 14:50 | Report Abuse

hahaha. Let me know when you decided to represent Rakyat. Malaysia needs politicians like you.
Thumbs up

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2020-11-26 14:41 | Report Abuse

Wow. Why the sudden change within 2 hours?
Are you with PH or PN? I will vote for you in next erection

speakup WC is very attractive. sell mother, swap to WC
26/11/2020 12:20 PM

speakup jaks PE 27x
guess already factored in power plant compared to all other operators (ranhill, malakof, tenaga, mfcb)
26/11/2020 2:34 PM

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2020-11-26 10:47 | Report Abuse

After calculation. I congrat myself for paying 0.482 for the OR. Assuming if i bought JAKS direct at 0.43, i am making more by buying the OR. For once, i am wet wet song song