What u said is largely true. U seem to have plenty of experience with our market..

I am a ca and cpa. I know 1997 and 1998 was worse. I wasn't investing very much then. So my losses were naturally not much in absolute terms

Among those I bought were consolidated farms, karensoft and nasioncom. These gave me more than 80 % losses when I though I already bought at the low.

You need to be very disciplined and very patient too in stock investing. It is very trying when things dont go our way

This company I believe is fundamentally very sound. It's cash holding as at 31/3/17 was sizeable at rm140 mil. Borrowing was only about half of that amount. Order book is still significant giving 4 yr earning visibility. Dividends were historically good. The setback was largely the cutbacks in spending by oil n gas players. But they can't avoid spending for very long . The nature of the industry is such that they will need to keep spending and investing to be able to continue producing. As long as the oil price is comfortably above production costs, they will need to resume spending sooner or later. When that happens, supporting players like Deleum will benefit in a big way

Improved results driven by improvement in the underlying business environment of contributed by the increased activity in the Pengerang O&G sector for the trading division, and renewed activity in the shale sector for the manufacturing division.

Impressive results indeed. profit for latest quarter up by 72% compared to corresponding qtr in previous year, and 24% higher than that of the preceding qtr. Net profit margin increased to 8.75% against 6.5% in previous qtr.

Fgv has a sizable sugar production biz as well

The new CEO of FGV has his priorities right - focus on operation and organic growth. FGV had suffered from some misguided corporate manoeuvres. If he is allowed to focus on operations work at lowering costs and improving yield, the benefits to FGV will be tremendous. The impact of even a small improvement in profits per acre will be huge, given FGV's million-acre operation.

This is an extract from Vietnam Investment Review 30/10/16:

"Early next month, the Dong Nai People’s Committee is expected to announce the results of an investigation into Malaysia’s Chin Well Fasteners (Vietnam) Co., Ltd. The scrutiny comes in response to pollution in the province’s Nhon Trach 3 Industrial Park, where last month, the firm was caught discharging untreated wastewater into the surroundings.

“The firm [which makes screws, nuts, and bolts] has admitted its violations. Relevant agencies are investigating to make a precise assessment,” said the committee’s Deputy Chairman Vo Van Chanh. “The firm’s environmental impact assessment (EIA) report will also be examined.”

I prefer not to invest in a company with management that violates the environmental laws of a foreign country for two reasons:

1. the disrespect for environmental wellbeing, to me, is something very serious. We all owe a duty to preserve the environment the best we can.
2. The violation reflects the ethical standard and the moral attitude of the management. It is an obvious moral hazard for investors

Why did the price drop so much and so suddenly on friday?