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2016-01-26 15:32 | Report Abuse
why the factory photo from the website so unreal one? The website show some product photos but no further info about the products? instead, the site shows detail info that investors would want to see...hhmm... Is the company making $ from customers or investors?
2016-01-11 11:56 | Report Abuse
"Most of the senior partners of the larger accountancy firms earn more than one million Ringgit a year."... most of the partners in large law firms, large engineering firms, large tech companies, large architecture firms, medical specialists, investment bankers all earn more than 1 million ringgit a year...hehe
2016-01-11 11:52 | Report Abuse
Btw, "Tan Sri Lim Kok Thay holds a Bachelor of Science Degree in Civil Engineering from University of London, United Kingdom. He attended the advanced management programme of Harvard Business School, Harvard University, USA in 1979 (Bloomberg)", not an acountant lah...
2016-01-11 11:47 | Report Abuse
LOL. Thanks KYY for a nice joke!
2016-01-02 23:32 | Report Abuse
thumbs up for the excellence investigative reporting...
2016-01-02 15:24 | Report Abuse
ic... application of any rule to buy/sell is always 50-50.. and those 50% who made loss will keep quiet and shy away; whilst those 50% who are lucky to make profit make big publicity?
2016-01-02 15:12 | Report Abuse
what are the golden rules?
2015-12-14 07:29 | Report Abuse
beware of the Net Asset Per Share thing. If a company is in losing money trend while still "going concern", you will be shocked that before next quarter report, Net Asset Per Share could drop significantly...
2015-09-23 10:18 | Report Abuse
But some people never learn. They can't hold the itchiness to enter the market to try to catch the knife, their blood ended up feeding the foreign sharks... sad story.
2015-09-15 11:12 | Report Abuse
房產泡沫不見了?LOL,肯定是地产商写的... (1)KL没看到有人睡街 (2)到处都是空楼 --> 何来供不应求? 所谓供不应求乃一人拥有2,3,4,5,6间楼之"投资"者也, 非用家的供不应求. 地产商喊成本高涨, 却还有超高的利润, 奇哉, 奇哉!
2015-09-08 20:36 | Report Abuse
nope. i am a practitioner of value investing for the past 18 years...
2015-09-08 16:08 | Report Abuse
hmm.. let me guess, second M is margin of safety?
2015-09-08 13:11 | Report Abuse
maybe they should distribute more dividend to slim down the asset, that will increase ROE, bring down the share price to reasonable level to reduce PE... but if they continue to have negative growth...oso no eye see liao... the more branches they open, the faster the cash burnout...
2015-09-08 12:59 | Report Abuse
if u look at how WC manage his lion, you will know...
2015-09-07 16:31 | Report Abuse
just look at the trend of their EPS and ROE for the past 5 years....you will know...
2015-09-07 16:09 | Report Abuse
btw, no body will compare Parkson with Padini, if you look at what Parkson does and what Padini does... you will know....
2015-09-07 16:07 | Report Abuse
have u been to Parkson store in China? if you been there, you will know...
http://www.thestar.com.my/Business/Business-News/2015/04/01/Tough-operating-outlook-for-Parkson-in-China/?style=biz
2015-09-07 15:02 | Report Abuse
have you been to any of the Parkson store? and compare the traffic with Aeon, you will know..
2015-09-07 13:46 | Report Abuse
that is worrisome. when we don't know the actual root cause, we simply tembak all possibilities.
2015-09-07 13:06 | Report Abuse
90% Saudi export is petroleum, their currency Riyal stood strong against USD, how do you explain that?
2015-09-02 23:59 | Report Abuse
Thanks for the critically written report. Look at Matrade stats http://www.matrade.gov.my/en/malaysia-exporters-section/33-trade-statistics/3812-summary-of-malaysias-monthly-trade-2015 the import/export not directly correlate with Ringgit...
2015-09-02 23:51 | Report Abuse
I guess the premium paid is for the "chances" it will go below 1425 at maturity and the "chances" will change everyday...
2015-09-02 23:42 | Report Abuse
Theoretically, the price of rm0.465 can be fully reflected if KLCI is at 1425, based on the formula 0.465 = (1735 - x)/666.
2015-09-02 15:10 | Report Abuse
I believe and maybe wishfully think that it is not a manipulation, but as I said earlier might be "ethically obliged to issue an alert/warning in his best effort when the story is no longer valid. A mere disclaimer in the report may not be sufficient..."
2015-09-02 14:43 | Report Abuse
I typically don't trust any sell side analysts' reports. I followed the Mudajaya report bulat-bulat and made some losses, but no one to be blamed except my own negligence...
2015-09-02 14:23 | Report Abuse
Perhaps this is the general syndrome of us, the tiny fishes in KLSE, putting too much hope and too dependent on "guru", "savior", "authority", "buaya", hoping to make easy money from tips without making our own judgment, investigation and followup. But I think whoever publish any report/story on any specific stock should "ethically" oblige to issue an "alert/warning" in his best effort when the story is no longer valid. A mere disclaimer in the report may not be sufficient...
2015-09-02 03:35 | Report Abuse
thinker and strategist, your got the essence...
2015-09-01 15:49 | Report Abuse
hhmmm.... 831 merdeka bull finished? 916 malaysia day bull next?
2015-08-31 17:26 | Report Abuse
6房產! 太贪心的人投机炒搞了房价, 最终会自食其果! 投资有很多管道股票,黄金,外汇,基金,期货,商业楼。。。你偏要让许多人做无壳蜗牛!!!
2015-08-25 11:24 | Report Abuse
foreign funds exit are unstoppable, our institutions go in to cushion the price will only enrich them... they will pocket more RM and cabut.
2015-08-25 10:37 | Report Abuse
good potential. cash is in pocket, no hurry to go in...
2015-08-17 16:07 | Report Abuse
Practically and legally "short" my portfolio at 1800. Anything lower than 1800 will be my "profit", literally I have the "option" to buy back my portfolio at any lower price. The only "risk" that I have will be the "sudden" reverse of trend and overshoot 1800. Unless the market reverse from 15xx to 1800 within minutes, I will always have time to react. Even if I have missed the opportunity, the worse scenario will be I ended with cash for 4% annual return.
2015-08-17 15:32 | Report Abuse
在跌破1800时已将90%股票转为现金.要按耐得住心动,以静制动,以逸代劳.现在每等一天就等于赚了.晚上也睡得安稳.
2015-08-11 12:56 | Report Abuse
greater fool theory always apply... small fishes are always think they can calculate better than foreign institutions... if cash is in your hand, why rush?
2015-08-10 08:01 | Report Abuse
You were doing it for good faith so you have my support :)
2015-06-24 17:01 | Report Abuse
lol.. more than 80% of the 'very' professional fund manager from wall st. under-perform the market... non of the economists/professors (except 1 or 2) from ivy league universities accurately predicts any of the financial crisis... btw, prominent economists may not have academic qualification in econ, such as the governor of People's Bank of China, Zhou Xiaochuan, his background is system engineering...
2015-05-04 18:30 | Report Abuse
add one more to the list -- Annual Reports
2015-01-27 13:44 | Report Abuse
Out of curiosity, how much capital have you accumulated so far and how much is "sufficient"? (a) 0 - rm500K (b) rm501K - 2mil (c) 2mil - 5mil (d) more than 5mil
2015-01-27 12:51 | Report Abuse
The main culprit that will bring down HK is the property market. For the past decades, HK people only focus on playing in the property market and did nothing else!!! HK has nothing else except the English common law and the property market to support their economy!!! Once China "cold storage" HK, the prop market will crash like hell. That's why Lee Ka Sheng is moving out to play safe, MNCs are moving their regional office to SG or Shanghai...sad...
2015-01-07 13:26 | Report Abuse
anyone is frying this counter? their performance ratios, p&l, balance sheet, cashflow are impeccable....i want to jump in but...could it be too good to be truth?
2015-01-05 18:27 | Report Abuse
Thanks for all these intriguing discussions. I noticed that most of the taiko here are using the formula to "counter check" their stock-picks, rather than use it as screening tools to mine the undervalued stocks. I believe it is due to the unavailability of a screener based on magic formula for all KLSE counters. Perhaps it is rather impossible for one to calculate the EY, ROIC for all counters manually... Greenblatt's book has outlined a trading "procedure" for value investors to systematically manage and rebalance their portfolios in order to make profit in the long run (12m period)....
2015-01-05 13:39 | Report Abuse
what will be the GST impact to retailers? Padini is a good co, but something I wonder why Padini price their product so high. With that level of pricing, customers are considering H&M, Uniqlo, Zara or even Giordano etc?
2015-01-04 19:20 | Report Abuse
Thank you very much for sharing. Greenblatt's book provides another "alternative" or workaround to his magic formula. This is mainly because a lot of screeners do not provide the ratios required by the original magic formula. The alternative formula uses ROA>25% as filter and rank the result descending with lowest P/E. Do you think it will produce similar effect and most importantly, similar performance with the original magic formula?
Blog: 【阿弟】巴菲特的神話
2017-06-30 14:26 | Report Abuse
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