Can you pls elaborate more on "Unstopable".

看他打球是我最有乐趣的回忆之一

有点被侮辱的感觉

It's extension into international actively is the key reason I like Genting.

I do not classify price performance of GenM as Bullish. Honestly, GenM demonstrates a slow and consistent price pattern which I like very much as compare to Bull trend. The most important thing is the performance of its business. If the price does not up to very high, it will not drop a lot as well when the Bear hits.

One thing I dislike about GenM is the stingy dividend. As I am in for long term, thus I expect some consolation dividend each year. 2%, um! it is too low, at least same % as FD ma.

Welcome to GenM. You need to be very patient to Sit and Wait for long long term. My first batch of investment on GenM has been almost 6 years, the compounded annual return is only 5.6%. The other batches are 11%, 24% and 15%. If comparing to the broad market, I guess it is a loser. I have patiently sit and wait for 6 years for Durian Jatuh, how long more do I need to wait? Therefore I advise you to adopt Sit and Wait psychology for investing in GenM. Unless you bring us Luck that upon your joining, GenM flies.

GST - Gambling? I do not know much on this aspect. However I would GUESS the impact of GST is very minimum as gambling does not require significant direct materials. The cost is mainly on overhead (salary, facilities, depreciation etc) and sin tax which are not directly affected by GST. Comparatively properties and manufacturing will be hit more as both use significant raw materials which will be taxed for 6% thus pushing up the products cost and subsequently reducing profit margin and sales volume.

我老爸没留什么家产给我,除了老铁马一辆. 我正辛苦奋斗不息想办法存些东西给孩子们. 别让他们以后太辛苦.

真是的,人家已经流血不止,你还要人家流口水

或许是他的福份选对老爸

官有缘(Koon Yew Yin)是不错的学习对象

Hey, I heard Penang has a very delicious White Curry Instant Noodle, ranking #7 in kind of competition or ranking by newspaper. It is sold in limited stores only. Not easy to get. My friend said he had got some for me. It is likely to receive in next week. Will try and let you know if it is really good.

这倆年经历过比较大的生活变化, 磨去不少崚角. 好事一件.

显示你是年轻一族. 羡慕你.祝福你.

能有幸遇上你也很好! 感恩.

活着真好! 感恩.

Assume that there are only Steve and the old man, no something in between. If Steve were given an option to exchange his life with the old man, do you think he wants to exchange his astronomical wealth with the life of the old man? On another way round, do you think the old man want to exchange his life for the extravagant wealth?

I vote for the old wise man, the Mr. Gratitude.

How about you ?

CPO prices may jump to RM 3,050 -3,100 metric ton in 1Q 2014
Author: value_investor | Publish date: Wed, 13 Nov 13:15
------------------------------------------------------
CPO prices may jump to RM 3,050 -3,100 metric ton in 1Q 2014, says Gnanasekar Thiagarajan, head of hedging and trading strategies at Kaleesuwari Intercontinental Singapore Pte. "We see the technical picture turning increasing friendly and prices making multi-year highs," Thiagarajan, also a director at Mumbai-based Commtrendz Risk Management Services Pvt, says in a presentation prepared for the China International Oils and Oilseeds Conference in Guangzhou. (Bloomberg)

Demand for sustainable palm oil to double by 2015
Author: value_investor | Publish date: Wed, 13 Nov 13:15 | _______________________________________
The demand for certified sustainable palm oil (CSPO) is expected to almost double by 2015, according to secretary-general of the Roundtable of Sustainable Palm Oil (RSPO) Darrel Webber. "That will be 16% of global supply," Webber said. The current global consumption of CSPO currently stands at about 5m tonnes. (Financial Daily)

I have been in Buying quece since Monday because I am not scare at the current price. SORRY for the misleading posts. I like the 50sens/Wa and is also comfortable with the company. Good Luck to you.

You said : "we have allocated 10% of our income as saving"
I say : " 10% is far too low and slow as a stepping stone into Financial Plan/Freedom. When I earned RM1800/month(gross), I saved ~RM700 excluding EPF. Not to brag here but to tell youngsters that somebody out there can really make it much higher than 10%. So please start at least with minimum 10%, OK?"

Last night I saw this picture named JinLinTao having poor comment on 大亨反攻記. I am a bit confuse now. Anyway today this picture is a good guy.

There is another even safer method: Have an automatic salary reduction to buy RM300 each month on few funds from Public Mutual. This will save you from the charm of Bursa yet to have the same 12%(or maybe 10%) per year and become millionaire. A lot of people misunderstand or choose not to believe Public Mutual including myself. It is a big stereotype mistake. If you really open your heart to understand it, you will see what I saw.

Disclaimer: Neither I nor my family members are agents of Public Mutual.

Base on my own STUPID experience, once you step into Bursa, you will not limit yourself to MBB, Zhulian, LPI and others high div yield counters or the author’s recommended value stocks or Kcchongnz's stock selection. You will certainly start to buy more sexy counters with thousand of excuses. This is the charm of Bursa, not many youngsters can resist it. Then you will end up like王杰:一场游戏一场梦/ http://www.youtube.com/watch?v=vho49veOpO0.

So I challenge you to strictly follow the recommendations of the Author – discipline and value stocks only.

Value stock is a very subjective term which may deviate you from the millionaire dream. In order to reach your dream safely, please limit yourself to MBB, PBB, CIMB, LPI and Digi only. (Maybe D’lady, GAB, BAT which I am not familiar).

12% annual yield is not difficult to achieve. Example :
Maybank and Zhulian in average and long term:
i) 6% dividend per year
ii) 6% biz growth per year which will eventually translate into capital gain.
Thus 6+6=12%/year. Start at 24 years old + 29 years= 53 years= millionaire.

Bear in mind, as long as you are a graduate, not stupid, hard working and with right attitude, you EPF will have another million at the same time.

Thus you are at least a millionaire x2 at 53 years old.

Cheers! The millionaire in making.

@nightshade: Thank you.

But why do not sell to me cheap today.

Although I am not a businessman, I know that it is very wise to keep on advertising to attract potential buyers to the active (unsold) projects.

Your message implied that Mahsing keeps on using shareholder’s money to advertise for the completely sold out project.

Hey man, this is a serious accusation. How do you know that Mahsing is still using shareholder’s money to advertise the sold out Meridin@Medini & Iskandar related projects ? In the first place you even do not know how many units are there, not to mention the sold or unsold. So friend, please be fair and rationale when making accusation.

http://klse.i3investor.com/blogs/amresearch/40891.jsp

Efficient and swift business man can always find a way out from a challenging situation ahead others, making him the survivor and outperformer. I have my faith on Tan Sri Leong HK on this. May God bless him, Mahsing and the royal investors.

Good luck.

In Buy quece now.

@ yungshen1 :
I occasionally saw your posts yet found there were few times you asked KCChong for free advices and opinions. As an EDUCATED and CIVILIZED people, I would not on one hand take goodies from people and on the other hand defame people. If you have made a good fortune from your selected counter, you can “shiok” yourself and we congratulate your good result, but there is totally NO NEED to ridicule people to elevate your self-pride. OK ?

Hi Leng Noi : Tand Sri Dato’ Sri LEONG HOY KUM is now 55 only. Mahsing has been showing its fast growth and high potential only within these few years. Judging from these two points, I do not agree that "Mah Sing is like a man past his prime".

I do not think Mahsing is any greater than Apple and Samsumg. If both giants are still engaging extensive advertisement for their “on-demand” products, what is your logic behind to think that Mahsing should not advertise "extensively" too on its products? Please be fair to Mahsing, OK?

"Posted by JinLinTao > Nov 11, 2013 02:21 PM |
KW Tan you are not the author. Pls dun use other ppl back side as your face "


请别断章取义。你老有没看到最后一行？
你老又明不明白出现在上方"Author:TanKW"的意思？
你老又在i3读了几遍KWTan转发的文章？
请別阻隢别人做好事，好吗？
竟然懂得儒家的言语，就送上一首歌。
http://www.youtube.com/watch?v=I_xbqaA49bI&list=RDI_xbqaA49bI

四海之内皆兄弟也。

Personal Assessment on Mahsing :

The negative measures in Budget 14 were only announced at the end of Oct13 which is Q4 for Mahsing. Result of Q4 will be published to us in Feb14. Let us wait and see.

In my opinion, Mahsing is very likely to deliver another 5 sens in Q4FY13 making the whole year eps at 21 sens. Therefore the current close at RM2.1 @ PE 10X is a pretty safe zone. I would even reasonably expect PE 15X with price at RM3.15.

I do not think the new measures in Budget 14 will create a big impact to an efficient company like Mahsing. OK, worst comes to worst , if the new measures hit Mahsing by 20%, that would off-set the planned 20% growth rate of next year, thus net to net, Mahsing will not have any growth in next year with similar eps at 21 sens as FY13. Thus the RM2.1 @PE10x is a safe price till end of next year and RM3.15 is an achievable target.

p/s : if Bear hits, PE may adjust down to 8X with price at RM1.70.

What do you think ?

Hi : you may have missed out the bonus and right issues few months ago which enlarged the base of the issued shares. As a result of the enlarged base, you misinterpreted the eps as stagnant or down. If you look at the revenue and PAT, both grow either Q-Q or Y-Y.

US trans fat ban may give boost to palm oil use

http://www.btimes.com.my/Current_News/BTIMES/articles/TransBan/Article/index_html

Senior Bull : Fully agreed with your above points. I would like to reiterate that it is also my strong believe that is the way to turn me into millionaire in Bursa. But "sell" requires big lot of courage. I shamefully admit that I have no courage, my senior friend. Indecisive character is very vulnerable to Bear. I prepare to sorry to myself.

Thank you

Hi Mr LeeFongYong : Who is Mr Teo ? Do you meet Dali ?
Thks

BUY GENTING:

I would like to express my thought here that I am going to buy more Genting if it drops for another 20sens or more to get maximum free Wa. I haggle over every ounce because I have had plenty of Genting already, it is not in hurry to buy more. Many people dislike the Wa, I have a total different view on this.

i) If Genting does not propose the special div(50sens) and Warrant, you have nothing except the historical 4 sens in dividend. Now you get 50sens free in cash or Wa, so why against it?

ii) With or without the Wa, the earning of the company is still in the same trend, it is not affected by the Wa. So why dislike the 50sens Wa?

iii)Diluted eps ? yes, but you have more shares(in Wa) on hand now as compared to before Wa.

iv)Do you think Genting is currently traded expensively? If market drops 20% to 1440, what will Genting be as compared to other counters? I base on my past experience would GUESS that most of the 2nd and 3rd liners will drops 30-40% whereas Genting likely at 17%.

v) The business expansion activities taking places here and there year after year.

vi) After the Wa exercise, I plan to convert mother shares to Wa as both mother and Wa will grow along with the business but Wa will give me leveraging effect(higher % in return). I prepare to let go the negligible <1% dividend yield from the mother share to exchange for the leveraging effect.

Genting is the one I am very comfortably holding at the current price in the current Bull atmosphere.

What do you think?

BUY GENTING:
Since fatinvest talk about Genting, I would like to express my thought here that I am going to buy more Genting if it drops for another 20sens or more to get maximum free Wa. I haggle over every ounce because I have had plenty of Genting already, it is not in hurry to buy more. Many people dislike the Wa, I have a total different view on this.

i) If Genting does not propose the special div(50sens) and Warrant, you have nothing except the historical 4 sens in dividend. Now you get 50sens free in cash or Wa, so why against it?

ii) With or without the Wa, the earning of the company is still in the same trend, it is not affected by the Wa. So why dislike the 50sens Wa?

iii)Diluted eps ? yes, but you have more shares(in Wa) on hand now as compared to before Wa.

iv)Do you think Genting is currently traded expensively? If market drops 20% to 1440, what will Genting be as compared to other counters? I base on my past experience would GUESS that most of the 2nd and 3rd liners will drops 30-40% whereas Genting likely at 17%.

v) The business expansion activities taking places here and there year after year.

vi) After the Wa exercise, I plan to convert mother shares to Wa as both mother and Wa will grow along with the business but Wa will give me leveraging effect(higher % in return). I prepare to let go the negligible <1% dividend yield from the mother share to exchange for the leveraging effect.

Genting is the one I am very comfortably holding at the current price in the current Bull atmosphere.

What do you think?

Hi fatinvest : "hoot" , are you Hokkien? I can speak Hokkien too.

是"莫"待非"没"待.

劝君莫惜金缕衣，劝君惜取少年时。
花开堪折直须折，莫待无花空折枝。

是我年少勉励自己努力学习及追求女孩的彦语

Hi KC Chong大佬: I knew your answer well that when approaching intrinsic value, sell. We mass ordinary investors do not know intrinsic value of our counters, what should we do?

Example is that I really in dilemma if I should sell Zhulian and GTronic which have high PE now (I do not know their intrinsic values).

I read and liked your justification in selling JobSt months ago. Will you do the same on other counters? Be it your counters or not.

Thank you very much.

Hi Senior Tang : coincidentally, we have certain degree of similarity on “BE LONG”. Ha! I start to smell small millions at the end of tunnel.

Seriously, I would like to hear from you if you really do not fear that the current value may lose significantly?

What is your thought on sell now and wait for Bear to re-enter and wait even longer for the next Bull?

Len Yan(Fong SiLing冷眼) did say PE >15x is a good indicator to sell. I have now few counters with PE exceeded 15X from <10X.

Hope to hear your experience for reference.

Thank you very much.

哈！谢谢fatinvest。我想这句彦言好久了，就是想不起。我一直想把它送给面对无赖攻击时的KC大佬。

非我族类其心(思维)必异, 不与他一般见识.

With Non Change to Face all Changes以不变应万变

I kind of agree with Mr JCool on “(i)..best ppl to capitalize from this bull run…r really well verse in TA....&(ii) ….see them turned into paper losses as they waited for value to emerge…..”.

But in my opinion 95% of the retail players are not well verse in TA, what should this mass of ordinary players do?

I also agree with Senior Bull that “…fundamentally strong counters “Unable” to stand the impact when financial system completely collapses! “

Same question to Senior Bull, then what should the mass of ordinary players do now?

My opinion or strategy is that:

i) Since I do not know what to do in the current market, I resort to stupid strategy “With Non Change to Face all Changes以不变应万变”

ii) Shift portfolio to relatively strong and big counters such as MBB, LPI, Zhulian, CIMB, Genting to capitalize the Bull effect although it maybe not as attractive as the broad market.

iii)Do not simply buy or sell. JUST SIT AND WAIT.

iv)Psychologically prepare to take 30% loss from the current net value without emotionally hit. Ready to absorb the worst 50% loss from the current net value with certain degree of emotion hit. If unfortunately 75% loss, I will jump from Bursa tower.

What do you think ?

中学校训: 敬爱勤朴礼义廉耻. 二十多年了, 还是不敢忘. 不是在社会打滚几年后就可语无伦次, 目中无人. 你呢?

GRATITUDE
Real Chinese has GRATITUDE flowing deep inside their blood. Some show gratitude in their daily life, some keep gratitude deep inside their blood. Be it shown or hidden, the good trait is still flowing inside. I am proud to be a real Chinese.