Last few minutes shot up to 2.15. Usually this kind of price increase at the last minutes cannot be sustained the next morning. However if this is a start of the uptrend of the expected 10-15% up pre-ex-date of bonus issue, then the 2.15 will not only be sustained but instead it will up further.

Will the bonus comes earlier than planned Q3 ? Will the historical pre bonus rally repeats ? Let time tells.

Does Salcon relate to HSR ? Water vs Train.

I agree with the assessment by Kenanga and the new TP at RM8.90.

Hi kc: please allow me to quote your good lesson into thread of GTronic. Thks

Posted by kcchongnz > May 5, 2015 06:23 AM |

A lesson here, cyclic business cannot grow forever and the power of mean reversion is real. So never overpay for anything hoping the business will keep on growing at fast pace forever.

I have long ago given up hope for this type of company

The above is a part of comment copied from well known blogger mr. kcchongnz.

In my opinion the above is applicable to GTronic, the key is "timing"- when will it happens. I judge it will delay for a bit while as I see biz of smart phone and tablet ballon is still expanding. There is a risk in any judgement/prediction, and I am willing to face the risk as my holding cost is very low to zero.

To interested new investors: my opinion is not to invest into high valuation(expensive) cyclical company like GTronic at PE>20. If you really want to take risk into the expensive semi-con, you may "study" MPI or INARI.

I agree with you to buy more MPI. However I am not switching instead will use new fund to do so.
GTronic is now not as attractive as before in term of valuation in my opinion. However my holding on GTronic can be considered as free shares after taking >100% when I disposed most of them last year. Since it is free and the company is expanding prod. capacity and riding on the hot cakes, "sensor and timer" for tablet and smart phone, I would rather keep it.

I admire you that you have lot of high quality companies such as Nestle, Petgas, Utdplt, Wellcall which I wish I have too.

The next same company I would invest into is YTL, because Tuake Fanncis said in Invest M'sia 2 weeks ago that YTL is to sustain the high div payout as last year. I am waiting for lower entry price for higher div yield.

Last year I disposed all YTL right before the ex date of the 9.5 cents div.

Admire you having many fundamentally strong companies.

Jack: welcome to Mahsing.

Stock: wow! you have a portfolio with very wide diversification! A good diversification provides a better protection on invested capital.

Seemingly professional writers promote SSD and talked down HDD. Somehow, the market price of JCY reacted along with the doom saying to low point and then those seemingly professional writers coincidentally disappeared and then somehow JCY bounced up and the cycle repeated. Fun.

JCY ... Not All Doom & Gloom For HDD Industry !! - hongwei85
http://hongwei85.blogspot.com/2015/05/jcy-not-all-doom-gloom-for-hdd-industry.html

From 0.955 to 0.855, I am dry now.

我跟大师父沒得比，所以不卖也不多买。

注意：冷眼老师父在四月份减持或全部出售GTronic。已不在30大股东名单内。
[转帖] 冷眼的股票组合，更新2015-5月 - Ali
http://klse.i3investor.com/servlets/pfs/31055.jsp

Tham : Thks for your good observation and comment. I agree with you.

Under current pessimistic mkt condition, our beloved TurtleSing has not only hold up well, instead the cutie turtle climbs up 2 cents. This is the testimony to its strength. Kudos! Cutie Turtle.

It should not be to hard to recover 6.86. I opine 7 is easy to reach again, that's why I plan to add more if it drops for another 10% yesterday. However, it instead rebounded.

Good luck. One thing to consider: “crude oil and ringgit are strengthening". RM is a key element to the earning of JCY.

熟悉的经历分享，值得一读。
"林少陽Blogger被批評 - 在網絡世界，其中一條最受用的格言是「認真你就輸了」，人身攻擊的說話聽過就算，我當然不會擺上心。"
转帖止凡, Tan KW : http://cpleung826.blogspot.com/2015/04/blog-post_29.html

Johnnys was very lucky selling JCY at 0.80 which is almost the highest within this few months. I had lost 1 paper Iphone6 leh.
I would keep it till the release of the new qtrly report. Good luck.

lching: My paper profit evaporated a lot too, not only in MPI but also JCY, Salcon, Inari. Contrary to your preference in profit taking, if there is another 10% drop, I will add MPI. Good luck.

Fortunately, I am NOT an advanced reader and I do not understand the content. Ha Ha!

If comparing to 5-10% drop on most of second liners in the last couple days, Mahsing is holding its price very well. Great job, our beloved TurtleSing.

My opinion: Ringgit is getting stronger, thus people think that earning of exported oriented companies will be affected, therefore they dumped related companies such as MPI, Inari, Homeritz, Wellcall. GTronic is temporarily spared.

How do you know?

Agree, heart attack.

You may need to double check news on theme park.

The article was translated from English in The Edge to Chinese in Sin Chew. You should able to get the same article from the Edge.

What is the convertion price of Mahsing WC?

News on VBT was knew on 20Apr15, if it is an immediate hot catalyst for Salcon, it would have been shot up during 21-24 Apr. I would think VBT is good biz potential but not an immediate hot catalyst.
I would rather hope to see Salcon clinching big contract on water related biz.

In Jul2010, Tauke Leong said he aimed to grow Mahsing to mkt cap at 5 bill in 5 years(Jul15). With the current mkt cap 4 bil and 3 months left, I doubt the 5 bil aim can be achieved.

However, growing mkt cap from 1.4 bil in 2010 to 4 bil in 2015 is a very remarkable success with CAGR 24%. I would give Mahsing 2 more years to achieve the 5 bil. Would you?

I spent hours in this morning on Mahsing. The previous Bonus was ex on 4Jul2013, its prize was somehow moved up in Jun13, before the exdate of the bonus. Will history repeats in 2015 where the proposed 1:5 bonus is expected to be ex in Q32015?

Relative to many other counters, Mahsing has not gone up, before and during Invest M'sia 15. Very likely Mahsing will NOT go up too after the event.
That is how Mahsing gains nick name "TurtleSing".

Thks for the info.
Potential 5 mil net profit from VBT(51%) from collaboration with Celcom.
Another potential 5mil each from Maxis and Digi. Jiao Beh Liao loh.

JYC放眼企業硬碟成長. 2015-04-25 16:07
（吉隆坡25日訊）JCY國際（JCY,5161,主板科技組）財務董事兼非獨立執行董事拿督黃敬鏗指出，流動器材的擴展可能使個人電腦及手提電腦的需求走軟，惟還不至於使硬碟行業走向末路，因硬碟仍是固態硬盤（SSD）較便宜的替代品，以應付永遠成長的內容儲存需求。
他指出，從上述系統的生態來看，個人電腦的減少，將由非直接儲存的企業硬碟的增長所填補。非直接儲存主要由企業使用，包括數據貨倉，以作為不昂貴及可儲存龐大數據容量及可升級的方法。
根據黃敬鏗，固態硬盤每吉位元組的成本約為30至50美仙，或等於硬碟每吉位元組逾10倍。固態硬盤在處理電郵時是個很好的方案，不過，若是要儲存用途則是過於昂貴。
有鋻於此，所以該公司擁有混合型的硬碟，即在使用電郵時僅需要6至10吉位元組，惟當需要進行儲存時，則可以將資訊轉到硬碟里。
去年全球個人電腦貨運按年增長3%，惟今年的硬碟市場前景不會亮眼，預料個人電腦及手提電腦的使用率持續下跌，使今年的硬碟市場走勢平平無奇。
黃敬鏗表示，它可能是輕微下跌，不過，它主要還是落在個人電腦領域，而不是企業市場領域。該公司生產全球25%的硬碟基盤，並占全球市場的8%至28%份額，胥視產品的種類而定。
該公司在2014年財政年轉虧為盈，即取得淨利1億2千零9萬令吉，比較2013年財政年則蒙受淨虧損6千161萬令吉。這主要是出口量增加及平均銷售有增無減所致。（星洲日報／財經‧The Edge專版)

Hi sephiroth: hopefully you read this message. I am very curious to know your reasons in buying so many Salcon at ~0.60 last year and keeping them so long till early this week. Would you kindly share your reasons which would definitely help me in understanding Salcon deeper. Thks

Hi the two gentlemen: Thks for the info.

My kids are schooling in Chinese school. Except for few teachers "Ma", most of the Chinese teachers are very dedicated and hard working. I respect them a lot and in fact I owe them for educating my kids well.

梁老板信心喊话，你信他吗？
我信了5年，他从沒令我失望。

温馨提醒：股价表现归为“乌龟系”。须要有超级耐心哦！

馬星銷售料企34.3億
2015-04-23 22:（吉隆坡）馬星集團（MAHSING,8583,主板產業組）相信消費稅（GST）落實將衝擊買氣，但有信心在地理位置良好和價格誘人的產業組合下，全年銷售將至少與去年的34億3千萬令吉持平。
該公司董事經理丹斯里梁海金在《2015投資大馬》大會後表示，消費稅落實後，市場可能陷入短暫的鞏固調整期，但市場需求和基本面依舊強勁，相信公司將可持續取得良好銷售和盈利表現。
儘管首季面對農曆新年佳節等因素，公司截至今年4月22日止銷售達7億6千100萬令吉，相信未來銷售將急起直追，全年銷售將至少達到去年的34億3千萬令吉水平。
其中，大吉隆坡和巴生河流域地區將貢獻今年銷售的67%，柔佛和檳城貢獻比例為20%和11%，沙巴則貢獻其餘2%。（星洲網）
點看全文: http://biz.sinchew.com.my/node/114195

MOU with Celcom. What is the potential value of the described contract in MOU ? When is the expected implementation date of the contract ?

Can someone kindly explain what do VBT does?

I asked my friends who invest in Bursa, 10% beat the broad mktg, 30% making positive return but less than the broad mktg and 60% are losing money to Bursa.
About the same %(1:3:6) was quoted by the 40 year experience sifu in Bursa, Mr Len Yan, in one of his article published in Nanyang sometime ago.

I also asked my friends who invested in Public Mutual, almost all are making 6-10% annual return from Public Mutual in reasonable timeframe.

sephiroth : Big congratulation for the great profit.

Ah Ha is a wise investor as he understands his company very well. I have to agree with him except for TP 1.80.

Ai yo, Padini is my biggest loser so far. I have no eyes to see.

I read somewhere that the mgt of Padini committed div at min. 10cents for this year.

Your patient and confident are rewarded. Congra! Lu really Fa Tat.

Willing sellers, willing buyers, right?

Hello! Where are you Mr RM10 in Dec15? Pls don't get us wrong, we sincerely like your bet at rm10 a lot, b'cos, if you win your bet, we will win lot of money loh. We want you to win. Please don't go away, pls come back to GTronic.