In 5 years from 1.35bil to 3bil, CARG is 17.3%, this is equivalent to performance of Warren Buffet. I have invested a lot and will invest more, will you ?

A cake grows from 3.23kg to 7kg in 5 years. Along the process the cake can be cut into many pieces but your total cake is still 7kg in 5 years.

勁爆内幕消息： “李典和透露，该公司放眼五年内晋身为国内一级发展商，公司市值从现在月13.5亿令吉，提升到超过30亿令吉的目标。”
你读得懂吗？简单來说李老板放眼五年内把股价提升至超过七令吉。你信吗？我选择相信並已经採取行动把钱借给公司。

http://www.nanyang.com/node/700570?tid=462

Eps of Q1FY15=25cents. Assuming the surprising 25 cents is unsustainable. At the same time, let's conservatively assume qtrly eps of last year at average 12 cents/qtr will be repeated in q2,3,4FY15 ( I have high confident it will). Then annual eps of fy15=25+12+12+12=61 cents.
DPO at 40%, thus we would receive at least 24.4 cents of div in fy15. 24.4/3270=7.46%.
And you if you understand the tauke well, you would not surprise if Matrix gives >40% DPO.

So what is your action in pessimistic market as yesterday. I q for 13, got 3 only.

Good luck.

Stteck: Thks for the info.

Relevant article on valuation of GTronic for your leisure read.
卖掉一个股价已近上升了很多的股票，来买一个股价10年来都没有动的股票，就因为它还有很多上升空间，真的是非常荒谬。虽然匪夷所思，但在股市里却时常发生。

[转帖] 你的股票上了那么多，还不卖掉？ - William http://klse.i3investor.com/blogs/kianweiaritcles/76335.jsp

卖掉一个股价已近上升了很多的股票，来买一个股价10年来都没有动的股票，就因为它还有很多上升空间，真的是非常荒谬。虽然匪夷所思，但在股市里却时常发生。

傻傻的我就一直在重复着以上傻傻的事。所以至今总回酬也是傻傻的。

Thanks again. Only now I know that fraction is number on right side of decimal point.
In school time, we used Malay only in all subjects including Math, excluding English and Mandarin. Thks

That makes good sense. Thank you very much.

I get confused with this "Any fractions arising from the distribution of Share Dividend will be disregarded. "
PLEASE HELP ME TO UNDERSTAND?

Example : If I have 7000 shares, my entitlement would be 1.3x70=91 shares, right? As it is a fraction, and it will be disregarded? Meaning I get nothing?

Today queued at 6.45 since early in morning but just no one sells to me.

I hope so.

Just cannot understand why for the last few trading days, its price shot up for few cents and then receded back at close.

又是一篇好文章。这“止凡”可真是非一般的人材。

Sorry to highlight somethings not into your favor.

In the very first place you have used wrong data of his entry prices. In fact no one know what were his actual entry prices. At least I knew he asked me(indeed everybody thru newspaper) to buy Zhulian when it was somewhere <0.90. And his Zhulian was indeed almost zero cost if you adjusted it with div and bonus. If I remember correctly, he recommended cepat at somewhere 0.70, Plenitude(~1.5), MBSB(~1.2) etc all at much lower prices than your data. Yet all of them were original prices before adjustment for div, bonus or right.

The best you may say is that the value of that portfolio shrinks by 8.8% from 2012 to 8May15, but then another fault is that how do you know he did not take profit along the years.

Selective and with what criteria ?
How about his other counters with return in multiple folds such as GTronic, Tambun and apple PIE etc? The pertinent question here is how good your quoted portfolio represents his actual performance. Therefore another fault here is the setting up of the above portfolio which is neither inclusive nor representative.

Therefore I am sorry to have an opinion that this time your discussion and lessons cannot hold water because they are based on inaccurate data.

I wanted to add more on Friday, but the account has run out of fund. May have to stop here temporarily.

Thks for your kind explanation. It is helpful to many.

stteck: Thks for the info.

Do not need to speculate bonus in 2016. It has been announced in early of the year that 1:4 bonus will be issued in Q3 2015 i.e bonus should be in your account within 3 months.

太实用了，快来一读吧！ “快速總結：股價淨值比(price to book ratio), 其實沒什麼參考價值. ”

对大多数股票(不包银行，產业，种植)，以上是千真万确。别再迷信淨值吧。多年來，我对PB看看就算，对它不曾重视。

金鳞岂是池中物，一遇风云便化龙。

个人看法是比起土木(交通、城镇)，其实水務基建更为急迫与须要。如果政府也有此看法，计划大事发展与改善水務建设，那么我们的Salcon將是大熱黑马。那你凖備好了吗?

11MP料增發展開銷‧建築業有望再成大贏家
（吉隆坡8日訊）第11大馬計劃（11MP）即將揭盅，建築業料再成大贏家，分析員雖對發展開銷有望更上一層樓感到興奮，但相信高倍數效應的工程推介時間和執行力才是重中之重。

安聯星展研究表示，將在兩週後揭盅的11MP將為未來5年（2015至2020年）建築業奠定基礎，也是國家邁向高收入國目標的最後一搏。

“雖然高於第十大馬計劃（10MP）的2千300億令吉規模將振奮人心，但我們對此並不會太過關心，因當前首要考量是高倍數效應的重要工程推介時間和執行力。”
該證券行與多家上市公司進行會晤，發現未來數年的工程流將空前絕後，意味著承包商無需擔心賺益稀釋，但相信11MP的部份工程將與2015年財政預算案部份重疊，其中包括5條收費大道（160億令吉）、捷運二號線（250億令吉）、輕快鐵三號線（90億令吉）和泛婆羅洲大道（270億令吉）。
同時，捷運二號線公眾展示將在從下週開始進行至8月17日，顯示截至2015年杪進行的競標程序，以及2016年中頒佈的時間表不會再延宕。
其他可能在11MP公佈的工程包括，馬新高鐵、Kwasa Damansara、甘榜峇魯（Kampung Baru）重新發展、KL118和馬來西亞城和檳城綜合交通大藍圖等。
安聯星展研究說，建築指數現以平均水平進行交易，但指數曾在10MP公佈後，在短短6個月內飆升至超過2倍的標準差（SD）水平，顯示當前估值是誘人的進場點，其中金務大（GAMUDA,5398,主板建筑組）、睦興旺工程（MUHIBAH,5703,主板建筑組）和金輪企業（KIMLUN,5171,主板建筑組）為投資首選。（星洲日報／財經‧報導：洪建文）

點看全文: http://biz.sinchew.com.my/node/115009?tid=23#ixzz3ZbV42ceL

It has been always in my portfolio and in my "to add list". Nevertheless, the current tough cold wind is blowing properties market hardly. I do not plan to add at 2.10 but have long waited for around 1.90 to add. How about you?

『巴菲特不斷強調，如果投資人能在股票便宜的時候投資，並且控制好自己的情緒，投資並不是一件很難的事情，不需要很高的智商才能做得好。』


要点在于如何判断便宜的时候。如果要很高赢面(包赢)，就等大熊市吧，比如KLCI：800点时，隨便买几粒超级蓝筹股，长期死抱，只要马來西亞不死，你就发死。就如此简单。

问题在于此方法实际可行吗?以我个人的经验，那是不切实际的，因为平时不买股，800也不会买，平时有买股，不到800，银弹早已用完。你说呢？

Highlights / Stock Picks of the Day - Salcon Berhad (SALCON) – Trading Buy
Kenanga recommend a ‘Trading Buy’ on the stock with an expectation of a sustainable follow-through buying interest, hence share price would rally towards our long-term TP of RM1.01 (which is the stock’s all-time high level).

http://klse.i3investor.com/blogs/kenangaresearch/76233.jsp

Prospector said bonus is expected to complete in Q3.

Thks for the good comment.
My comment is based on my ACTUAL experience and my understanding after frequent reading and observation on surrounding investing community. Maybe I was wrong all along and I should one day jump out from my conformable well, and open up my mind about investment. Good luck.

Not to pour cold water but I have an opinion that visibility of good day for MKH is low due to lackluster CPO and tough macro-environment of properties. Nevertheless I still think it's property arm would be fine seeing the announced good results of Tambun and Matrix. Whereas CPO biz would pull the overall performance down. In short term, I do not see excitement in MKH, do you? For longer term, ???

Ya Loh, when will be the long awaited dividend?

Wow! You have great foresight in buying early at low price. I bought in later but higher from 0.66 to 0.735(approximate figures as I bought in too many times till lost track).

I have to agree with you about intention of Ray, in fact I think he is a paid analyst who can write in great English with many relevant solid points. I disagree with his judgement on JCY but cannot deny his facts on SSD.

His biggest mistake was claiming that he could talk to the top 10-20 shareholders. Ha! Over swelling lei.

1. Review your capital allocation.

3. Are you prepared to buy the bargained deal?

2. Unwanted risk minimization. Can you sleep like a baby during major market crash?

In my case, points 1 & 3 are very real and practical, however I just cannot achieve point 2. In my opinion, whoever can sleep like a baby during a MAJOR mkt'g crash is not really involve actively in equity investment. An active investor would not be spare from any MAJOR crash. A rationale people would not sleep like a baby when mkt value have been halved, unless he is a saint. Maybe I am too ordinary and live in a small dwell, do not realize that there are many saints in the mkt'g. What do you think?

From you great name, I know the hidden message of the above comment. You always make great sense. Good luck.

This month end qtrly report is critical for me to make decision on JCY. How about you?

surpass 0.90 but cannot stay, what a miss. Let see tomorrow.

Rm0.30 by June/ July, which year ?

IF it is year 2015, I afraid it is not making any sense.

pls fast fast up. I need money urgently else where, cannot wait for too long loh.

lching : have you added ?

Added again at 6420. kamikaze !!!

will the lovely girl surpass 0.90 today ?

Comparing to HSR, I opine the below news on water is much more relevant to Salcon. What do you think?

（雪蘭莪‧沙亞南6日訊）雪州水供公司執行主席丹斯里羅查里警告，必須儘快解決和重組雪州水供相關的課題，以免州內的儲水量跌至5%和出現斷水的情況。

“我們現在需要冷岳河2濾水站及的水源供應，因為現在的儲水量非常低。”

“若雙方無法於5月11日在重組事宜上達成共識，那我就必須將此帶上董事會尋求展延；作為商峰控股及雪州水供公司的持有人，我們同意讓雪州政府接管水源資產，但我們現在需要有人在沒有條件及不再展延的情況下經營公司。”

羅查里也表示，展延已經限制商峰控股及雪州水供公司承接計劃，如更換水管等水務系統改善工作。

apini: very great analytical comment. It had shown that you really understand Padini in depth. I like it.

I do not view it as "push" by somebody instead it is a very normal and mild upward movement due to demand(buy) is more than supply(sell).

Can 2.15 be at least sustained for another day? Let us see tomorrow.

The above award is another strong testimony to its strength. It is one of the reason I invest heavily into Mahsing. Would you join me?

全球銷售連升23月‧半導體勢不可擋 http://biz.sinchew.com.my/node/114878

Surprise, 2.15 has been sustained for 2 consecutive days. Good sign lei.

Added 2 more.

Involvement of Salcon in broadband biz for railway(LRT/MRT)is thru partnership with prasarana. Until today, HSR is not belonged to prasarana (yet), therefore Salcon has nothing to do with HSR.

Great article. Worth a read, pause and think.

Me too. But when is the next asean financial crisis as 1998 ?

non sale weekend at Padini: fitting rooms were almost vacant- maybe true.

non sale weekend at uniqlo: queue up for fitting n paying-hard to believe
if you are making a fair apple to apple kind of comparison where both outlets are located in the same mall.