I did study taan before and I cannot remember that its div yield is as high as 5.4%. Maybe there is a special div this year which is one time off. Maybe I have misunderstood Taan , I will re-open the file to verify.

Thks, I study utdplt now to see if it can be qualified into to-buy list.

I am studying this counter. Anybody here would generously share some insight on this counter. Thks.

Not a bad qtr result, but with this set of result, it is still rich in valuation. Unless we view JTiasa as Mr KYY on its bright growth prospect.

I read its result as slightly worst than the previous corresponding quarter. Will this result, I see low chance for its price to go up in short term.

Today I bought more at 1.69. But frankly speaking, if I were new to Padini, I would stay sideline because I believe it will go even lower, just a matter of time.
I bought again today as I have addicted(weakness) to it's div and prepare to hold it for much longer than the upcoming bear market.

Airways: I share the same view as yours. The determination factor is if Padini is a value buy at the current price in their eyes. If so, they would buy once Padini is included into the list and therefore the shariah compliance is a catalyst.
Enjoy the upcoming dividend.

notion wrote off investment on silver, I wrote off(paper only lah) my investment on notion. No eyes to see. I will write back the investment on notion only if it climbs up 150% which may take 15 years. ha! ha! What a silly bitter joke, my stupid "wrong" term investment on notion.
Anyway thanks for your very lengthy yet informative assessment. Appreciate your long term gate keeping on Notion. Thank you.

若有缘遇上五品齐全的，是一种福气。

You are one of the very respected and rational blogger/writer thus I am very sure that you allow different opinion, don't you?
My opinions:
1) there is always a black swan especially in the very volatile share market.
Holding too much cash in the last five years is tantamount to not doing a good job ? But ironically i read from media that there were many people expressed very deep regret in each bear market that they did not spare money to buy the damp cheap shares during the bear market.

2) 5 years with low return vs klci yet drawing big fee is "not good"?
How about let's compare it to investment in new palm oil plantation. Millions of RM was spent in five years yet return was merely break even in year 5, yet the CEO and mgt still drawing big fee. Ironically, people still pump in tone of money into new plantation estate ? Why?
It is a long term game.

3) Chinese proverb says "hundred flowers blossom together". I do respect TTB's strategy as one of the money making strategies among many others. If cannot agree with him, you are not asked to join.

With very simple classification, I view Mahsing as type 1.

Let's assume that there are two type of mgt only. Type1) mgt whose main focus is to increase value of company and leave performance of share price to the market. Type 2) mgt whose main attention is the performance of share price to ensure the investors are happy.

I choose only type 1. Emotionally I love type 2 but will let others to earn $ from type 2. I will admire but would not touch it. That's why my investment has never greater than others. Nevertheless I am happy. You choose your own path.

Wc will be totally different from wb, diff. in exercise price and also diff in trading price.
WB has no right.

Not the RI, but the bonus issue will adjust down the exercise price of WB.

Cheers and congratulations to loyal investors in Mahsing. Pertaining to the tortoise performance on daily movement on share price, my record is that the good return on Mahsing are earned mainly from the past BI in 2010 and RI+BI in 2013. Consolation price is the consistent div yield which is higher than FD.

Wow! So fast for another RI+BI. Last year, its share price dropped badly after the announcement, albeit it bounced up before the ex date. Will there be a dejavu this time ? Anyway, I will start finding extra fund for the subscription.

Easier said than done. With your logic, I can suggest to vote out Obama and let Republican to lead the country in a much better way.

Luckily, the fact is that majority do not think and agree with you.

Thks for the good assessment and comments

太多乐观者时、或许就是该停下脚步想想之时。

雖然做不到老陳那套，还是非常赞同他的看法。

长期來说，我买他比一般喜欢呼天唤地者強。

David 是有智慧的人。

My humble views on MKH:
1) albeit it is still profitable, housing industry is slowing down after few cooling measures by bank negara. Although impact on affordable houses is lesser, the heat is still there.

2) CPO is now at its lower range of the cycle and the dawn is still nowhere.

3) Broad market is at its high notch. Systematic risk is pretty high.

4) Some may think the current valuation of MKH is still reasonable, but I would rather stay sideline till fire sale to collect more.

5) What I have now were collected at very low price last year. Therefore I will leave it there. If up, I will make more paper gain; if down, I will return some of the paper gain.

成也中国、败也中国。
时势造英雄、也折英雄。

不如：“还是有人少條筋”

因为津与筋比较有押韻。

对写中文之人特别敬重，或许不该开这玩笑，对不起。

当老师鼓励学生多吃蔬果，因为蔬果对健康有益。顽皮学生总会抬槓说蔬果的蛋白质不足支撑健康。

当老师鼓励学生多吃白肉，顽皮学生又抬摃说肉類酸性，对身体无益。

当老师鼓励学生用功读书，顽皮学生又抬摃说不一定用功读书才找得到吃，还搬出林梧桐李嘉诚为例子。

当老师鼓励落榜学生努力学习一门手艺。顽皮学生还是抬摃说现今社会总偏幇识字份子，手艺已经不适合电子时代。

总之顽皮学生只会鑽牛角尖从针孔看他要看的世界。中国人叫这为没文化。

How do you know? Are you working in Salcon? Nevertheless I like your comment.

Really 3x???

已多次听多人说过同Cheong 类似的说法，是蛮重要的一环。

Do you have any foresight on the upcoming P&L of AZRB?

Welcome back. A long waited article from the most respected sifu. At least few points can be learned and turn into practice or awareness from this article. Thank you very much. Hoping for more articles from sifu.

Umm! Good kick

http://klse.i3investor.com/blogs/sosfinance/63226.jsp

Blogger(sosfinance) likes Padini. Top #1 holding by Icap.

Thank you sosfinance for the write up.

Good night

後面有个谢谢，该是有修养的。或许是一时大意写错几个字吧。

你的努力与贡献有目共睹。

大家都写中文，相煎何太急。
20: 加油!

ss20-20:谢谢。

对于最后一段所描述的企业，我很有兴趣。不知可否举些例子。谢谢。

Very optimistic.

Hope so.

But I prefer to see a much better qtr earning than div. After the disposal of water biz in China, it's earning has been negative. Turning back to positive earning is the most important factor to stop the stagnant price, and in a brighter aspect, kicking off the uptrend on price.

0.35 to 0.50 is 43% upside. Wow, your appetite is big. I like it. When will it happen? 3 months or 3 years ?

Bonia is not a dividend play. If you like this kind of biz model and high dividend, you may consider Padini.

Each one has its own plus and minus points. Just like someone likes apple whereas other likes orange. Both are good fruit for you. It is dependent on your own taste and favorite.

http://klse.i3investor.com/blogs/kianweiaritcles/62466.jsp

Great write up on Huayang by Dummy Bursa. I like it. Hope you like it too.

In fact, not only holding tight on the existing Huayang as Dummy Bursa, I placed Buy order, 10 lots at RM2 on the other days when the market was pessimistic. Unfortunately, even though it was very close, my Buy order was not matched, else my paper gain from HuaYang would have been another notch higher.

Pls take note that div exdate is on 21Oct, it was over. Price had been adjusted on 21Oct and it closed 5 cents higher.

Some people apply High Dividend Strategy in these ways:

Criterion 1: Is the management RELIABLE? (Follow up quarterly reports, press releases, interviews, ARs, analyst reports, news about the company etc.)

Criterion 2: Past trend of company’s PROFITABILITY and forecasted profitability.( need to understand the industry, company’s plans/vision and the company’s competitiveness etc)

Criterion 3: Trend of the past GROWTH and forecasted growth prospect. (need to understand the industry, company’s plans/vision and the company’s competitiveness etc)

Criterion 4: Is BAL. SHEET healthy? (net cash ? debt level etc)

Criterion 5: Is the share traded at attractive PRICE ?(PE, self-judgment if it is fair or overvalue based on type of industry, size of company, market sentiment and self-experience etc)

Criterion 6: Then only come to the last thing-DIVIDENT Policy, past record on yield, forecasted yield. The high div yield is normally defined in the range of 4.5 - 7% at the time of purchase.

My humble understanding is like the below:

RHB does not worth RM10. In order to get support from the main shareholder of RHB from Arab, CIMB has one way “indirectly” pay RHB at RM10 which is higher than fair value and on another way belittles self-value at *1.7 x to give another indirect premium to Arab’s shareholders. At the end, Arab will exchange out RHB with value higher than RM10. In other words, CIMB is buying (indirectly as CIMB will hold major share of the new entity which will be named after CIMB) RHB expensively. Investors dislike this over-value buy on RHB, thus sell CIMB.

In short term, as a tiny shareholder, I am one of the victims for the big ambitious of CIMB. In long term, my bet is still on Nazir.

*Why I think CIMB at 1.7x is undervalue? Because I do not think CIMB will be valued at 1.7X if MBB or PBB is to acquire CIMB.

Creative.

Anyway, I will continue holding this lackluster counter for long term till reaching "Hold-land".

Honestly, i am a bit "bei shio" with the lower dividend. I did hope for 12 cents, it was proven I was too optimistic.

I respect and like people with high capability and willing to share with others altruistically that there are black swans in this world

visibility and predictability of earning and growth of GTronic are better than MPI.
Because of its high value products, it's ability on R&D, it's direct relevance to smart phone and tablet.