I cannot find any fundamental factor to justify genting to go high. I opine that back to 9-9.50 may be possible, any price higher than that is a hollow price at least for foreseeable future.

If not because of work, I personally like SSD much more than HDD where I can turn on Ipad immediately but take few minutes to switch on lap top.

I guess HDD industry is stabilizing now, thus JCY's revenue will at least sustain if not increase. Couple with the weak RM, JCY's subsequent earning will be very likely greater than last qtr. Most importantly I think div will be declared each qtr just as few years back when JCY was making profit.

You are right that SSD is the biggest thread to HDD, thus I treat JCY a short to medium term investment only when the impact of SSD is not too obvious. Longer term, any futher technological breakthrough on SSD can kill HDD and thus JCY.

Good luck

Hi Paper: do u know how many current conventional HDD=One cloud HDD? Honestly I do not know the answer but I guess one cloud HDD can do the job of many conventional HDD. If my "guess" is correct, cloud HDD is a thread to JCY as its volume will reduce significantly then. What do u think?

Good discussion. Please go on.

Me: directors exercise esos and having low holding cost have nothing to do with the biz earning which is the main determinating factors on share price. Furthermore I do not think directors are interested in this kind of penny gain

Me: Intel's biz is very relevant to HDD and JCY. Whereas cloud computing can kill biz of JCY.

Me: JCY's price relies on good earning from core biz and weak RM. I expect better or at least sustainable earning in the upcoming qtr and div will be declared again. Its valuation is much cheaper than other semi con and export oriented counters. All these are attractive factors pulling me in.

How do you know ?

Both apple and orange are good fruit but simply not the same, same to MPI vs. VS

Apini: I admire your determination in cutting Padini. I wish I have the same courage as yours as I have the same view as yours on Padini, but do not have the same courage to cut loss and mobilize the trapped fund to generate profit else where.
Courage give you a better chance to success.

Fully agree with Mr. Bull.

Apini: I know very well and long your position on gadang. I strongly believe you will one day make great profit from gadang. Great luck to you.

Apini: you are great in many analysis. Thks for your generous sharing. I have few counters in common with you.

This is so called 仇富心理。近来此现象越来越明显。

"To the rich, poverty is an anomaly".
"To the poor, rich is an evil". They pervertibly hate rich and curse the altruistic good deed of the rich with all kind of twisted ridiculous argument.

Thks for the info.

You pay me div, I invest back thru DRP, you keep the cash, I am attracted by your div. Win-win mah, don't you think so?

When you need more money for biz expansion, call for Right, I will support you by not only subscribing my right but applying for excess.

Hopefully it's min. DPO would be 40%.

In fact , I read from the 30 largest shareholders, there are quite a number of fund managers in KSL already.

Hi kenneth89: that is the best news i come across. May I know where do you read this news? Thks

Constructive comment. I opine those venture with less predictable nature, with high risk and requires very long term is not appropriate for people at senior golden age as uncle.

Welcome

I would not buy OR at 0.70. I guess you would have high chance to get OR at 0.70. Enjoy the free warrant then. A very good luck to you.

Risk of time: assuming you buy OR at 0.70, you need to top up 1.20 to get 1 mother share which is now at 2.00. The new mother share will be delivered to you after about a month(time). Within the month(waiting time), the mother share in open mkt may have dropped to whatever price, depending on mkt condition then, but you can only see and wait, cannot sell as you have not received your subscribed mother share.
(On the flip side, it can go up too. No one can predict.)

Yes, you will have free warrant( 4W : 5R) if you buy OR from open mkt tomorrow onward.

Is it worthwhile? : he he ! Only God know the answer. You have to take your own risk. A very Good luck to you.

I checked thru website of Bursa, it was 11.5 cents div in 2014. May I know where do you get 13 cents?
Mgt commits at least 10 cents this year, thus it is a 13% drop in Div for 2015(1.5/11.5) not 30%, I guess.

Furthermore who knows there may be a special div again at the end of 2015, making total div similar to last year at 11.5 cents. Hopefully.

Ecowld-OR would likely trade at 0.70 tomorrow.1.20+0.70=1.90 which is slightly lower than mother at 2.00 to factor in risk of time.

Half right half wrong. Price has dropped significantly is right, whereas div has dropped significantly is wrong. Mgt commit to pay 10cents which is still a very high yield at 7%. Last year yield was 5.8% @rm1.90.

I invest in Mahsing but not warrant. Some WB on hand are free together with RightIssue in 2013.
Personally I dislike Warrant of Mahsing as mother share moves too slowly and about 4% div(8 cents this yr) will be deducted from mother share each year which theoretically means warrant would lose 8 cents after div if mother share does not move up enought to off set it and the premium remains at the same %.

Anyway, fyi, WB was about 60 cents when it was first traded in 2013.
Good Luck.

My understanding :
6.5 cents would be after bonus 1:4, hence 6.5 cents now is actually equal to 8.1cents. At 2.0, DY is 4.05%.

Proceed from RI has been spelled out for land acquisition, it will not be used for div. In 2013, div was paid in sep although the proceed from RI was received much earlier. I guess it would be the same case for this year. Good luck.

If you do a simple math, WC at 0.26 is still very expensive as compared to WB.

现代中国富起来了，也间接带来劣文化=仇富。
靓女，妳有察觉吗？

Hi lenglui( I like the name): you are clearly a strong supporter of Mr. KYY, me too. Thks for doing so. However, I opine that Mr Imenwe is a good guy too, I hope we can put a stop here.

My opinion on Imenwe vs. KYY on JTiasa
If you follow the thread betw. the two, Imenwe used solid reasoning to disagree with KYY on JTiasa since the very beginning even at Dali's blog. His sound reasoning and comments attracted attention from KYY till house visit invitation was sent to Imenwe for face to face discussion.
Time (as at now) had told that Mr. Imenwe is correct on JTiasa.

Unfortunately language of Mr. Imenwe is "hot" which sparks the subsequent unpleasant interaction betw. the two. Instead I feel very sad that the two good guys cannot get along for synergy in sparking a greater benefit for investing community.

It is not my intention to discourage the "up" of TSH especially that I have shares in the company. Nevertheless, based on the current trend, I do not think TSH is to move up soon.

For me, oil palm takes time to bear fruit, so does TSH.

Very quiet Tambun.

Till 5pm today, you have entitled the dividend. Payment date is on 20 Mar. Anyway if you sell your Padini tomorrow, the dividend will be still paid to you on 20 Mar.

REIT their mall? The boss had during the recent press interview in Feb15 said that timing is not right yet. After the completion of another mall in Klang, he "may" consider about REIT.

Sure, you can sell now and as long as you buy back before the ex-date of the bonus entitlement you would entitle for the upcoming bonus.

Already whacked.

Hi Mr. Vinvin and Mr. Ring: you have my respect.

My Iris was trapped since last year at 0.36. Hard to be released.

I guess the excuse for the recent drop in share price is the poor qtrly result.

Personally I like YTL, but I am waiting for clearer direction on YTLpwr which I have concern on its earning once the IPP expires in the near future.

If I understand correctly, the market is talking about RTS(捷运系统) but not high speed train.

PADINI - 个人看法 - 夜孩子
http://investalks.com/forum/forum.php?mod=viewthread&tid=2729&page=968#pid3533782

同感。新年前与新年时(初二)，我总共去了四间Padini观察，与“夜孩子”所观察到一样 － 蛮多的人流。

Last year I waited for 7+ but failed. With two catalysts i.e. strong usd and recovery of semi-con in this year, 7+ should not be difficult to reach. By then, I believe I will be greedy again to look for 8. Ha! ha!

YiStock: thks.

I am a bit slow, still do not understand the meaning of ISM, anyway, thks for your kind attempt.

Would you mind to elaborate what is ISM? I am not an semi-con guy but is keen to learn.

Thks for the explaination.

Hi alphajack: thk you very much for your very relevant and logical comments. Also respect your courage for doing so. You will do great in Bursa. Hope to see you in other threads. Thks.

Ms Goh: thks. I agree that the 1.11 is achievable.

My prediction is that Mahsing will go hibernation again till sometimes in Jun/Jul when 1:4 bonus issue is approaching. I would predict it will go up to 2.30-2.50 before bonus issue. Fortune teller's prediction for fun. Let's see.

Mr Yistock: thks for the write-up on inari. As I have 1 WB only, thus I sold out on the 1st day of trading. Unfortunately it shot up for free hundred ringgit on the next day. Miss 1 free China phone.

Do you study Vitrox as well ?