BUY GENTING :

Hi KC Chong : yesterday you said you are interested on one of the counter which I coincidentally have in my portfolio. In conjunction to this, I would recommend you to look at Genting. If you are not interested on it, I would like to hear your reason too.

Hi All the good friends or Lau Jiau(Old Birds) : Please kindly drop your comments on Genting too.

I can talk more in weekend.

Thank you

CT:Hokkien says "Bo Ko Leng Lah". Lang Jiou Jiou, Jin Lah.

CT: Hokkien asks "Shi Bo"?

If CT really have many 小龙女，那么他学的是欧阳克的採阴補阳功。CT: 说笑而己，望你大量不介意。

生活允滿压力，有时必须幻想自己是武林大俠，解圧嘛。

股林你们是東邪西毒北丐南帝，一到武林我可是中神通。

现在所学的是楊过的黯然销魂掌。

Fatinvest: we have many thing in common. I lost 1 New Camry with full spec in 2 counters only due to involving in kind of internal trading, trusted internal source. Sigh, 昨日的梦就留给明天明天

I went to Popular Bk Store last weekend, but cannot get book recommended by you. Will try again.

Hi All : I echo the 真知灼见 Posted by inwest88 > Oct 22, 2013 01:47 PM

...in life we have to pay to become wiser and more knowledgeable in the stock market. My sincere advice is the newbies in i3 is not to get too much involved in the market but concentrate on their jobs for career advancement. I am worried they simply follow those who just shout buy buy buy, sell sell sell, target price is so much so much, going to fly, sell before it crashes, directors selling, the company is getting big contracts etc. They should go through the postings and see who are people with the genuine stuff !

"昨夜的梦,留给明天明天"

歌曲：你是我胸口永远的痛,作曲:陈秀男,作词:丁晓雯,演唱:王杰、叶欢
歌词
男:夜里有风, 风里有我 , 我拥有什么, 云跟风说, 风跟我说, 我能向谁说
女:不想从前, 不谈未来, 我为谁等待, 不要你懂, 不怕人说,让爱随风沉默
男:你是我胸口永远的痛, 南方天空飘着北方的雪,热情冻结冷冷风中
女:你是我胸口永远的痛,永远的痛,昨夜的梦,留给明天明天
男:你是我胸口永远的痛, 南方天空飘着北方的雪,女:热情冻结冷冷风中
男:你是我胸口永远的痛,女:永远的痛
合:昨夜的梦, 留给明天明天
男女:你是我胸口永远的痛
男:南方天空飘着北方的雪
男女:热情冻结冷冷风中
男:你是我胸口永远的痛(女:永远的痛)
男女:永远的痛,昨夜的梦,留给明天明天
男:你是我永远的痛(女:你是我)
女:永远的痛
男女:永远的痛,热情冻结, 冷冷风中(女:冷冷的风中)...

Wow! Adding all up, we have more than 100 years of experience in Bursa. Not a joke, we can utilize the 100 years experience to beat the broad market. To those newbies, please listen to advices from those Big Brothers, sometimes not only the direct messages from the wordings, but the hidden messages/concepts behind. This separates smart people from ordinary people. Good Luck.

我的其中一个最痛是Latexx、捐了接近九万。不然我就是与KC屬於大師级人马了。哈哈！

同意她是美女。尖下巴、高鼻子、白晣皮肤、櫻桃红唇。嗨、这是绝对讚美、不存任何其他意图。

Aiyoh!为什么提起我心裡永远的痛—Transmile。在短短倆个月，我捐了十八千leh..对於郭老的首富地位，我可是有贡献的。

Hi : my buying Q at 10.20 was matched. I bought it for the upcoming 50 sens special dividend. It does not mean 10.20 is the best price, but comparing to date 20 Aug 13 (QE Havoc), if you got it at 9.70, you were happy as many buyers got it higher than 9.70 at that time. I got it at 9.62 on 20 Aug13. In fact the 9.70 in Aug13 is equivalent to today’s 10.20 as the 50sens special div is coming within 2 months.

Good LUCK to myself.

I opine it will not be too major as compared to QE havoc in Aug13. Anyway, I do not plan to buy or sell now, just hold for long long term. Good luck.

I am in buying queue.

Hi : My opinion is not relevant to most of the people here; it is not a professional view, just of a small retail investor.

I aim Mahsing at ~RM3.10 in 2015 based on ~5 billion market capitalization and aspiration of Mr Leong. Pls read my earlier posting. Stock: [MAHSING]: MAH SING GROUP BHD Sep 28, 2013 09:26 AM

In my opinion, with the significant size of Mahsing, great track record and high quality of management, high past and potential future growth rate, reasonable dividend yield etc, Mahsing should command higher PE 15x in 2015-2016 instead of the current 11X(assume close at 2.18 and EPS 0.20 sens in FY13). At PE 15x in 2015-2016, Mahsing should trade at ~RM 4.20. But I do not plan to sell at PE15x (4.20) in 2015, as my target is beyond 4.20 and 2015.

Conditions : Mr Leong is still charge, no major financial crisis in the next few years.

Caution: The above assessment is more on optimistic side. Be aware that we do not factor in negative side of the story. In between now and 2015-16, share price is most likely adjusted down for at least 1 time, the normal up and down cycle.

The above return is not great, just average or slightly above average. This is the real fact of long term investment, only with reasonable return. We should not aim for something unrealistic high which is more of “Durian Jatuh”. However, occasionally we may receive “Durian Jatuh” too; all depends on LUCK along the long term, patient and healthy investment.

Good Luck. Please join me for long term investment in Mahsing, the heaviest holding in my portfolio.

Hi KC Chong : Thank you for the suggestion on the method of calculation. My question is bit more complicated than this, may ask again this weekend. Thanks in advance.

“丢粪文化” - ”损人不利己心态”-"Pariah"

Hi KC Chong:
Sometimes we are just unlucky to be bullied by a pariah parking gangster. If so, just let go the good food and drive away. There are many other good foods elsewhere or just go home to take instant noodle. Why fight with a pariah uncivilized gangster for a food, instant noodle can fill up stomach too. If you still remember, I were bullied by a pariah gangster last month when we were about to have a good value lunch. The pariah gangster forced me driving away from the restaurant.
We good people should not be too unlucky to face pariah gangster every day.

In Taiwan, there is a pariah political practice called “ 丢粪文化” caused by”损人不利己心态”. If you are unlucky in Taiwan, just stay far away from it.

I may visit Taiwan this year end.If I do not have budget constraint, I definitely choose New Zealand over Taiwan for holiday.

Good luck.

Inwest88 : I am relief to know that you are actually 大智若愚. 失敬,失敬.
得罪,得罪.失礼,失礼.

Hi KC : yes, I have few thing not in line with you and yet that are very critical thing in my experience. One day when I have gathered enough courage, I will discuss with you.

Hi Inwest88 : Thank you very much for always supporting my comments. In return, herewith I would like to let you know my thought on your investment style. You sound like to trade or speculate. Please be advised that trading/speculation are a total waste of money, time and effort. You may not agree in the current hot time. But one day you will remember my word when the Bull disappears.

You always said you respect, admire and want to listen to KC Chong, but I do not see your action follow suit. If you trust me, please stop doing trading/speculation. Bursa is not a place for easy money. Trust me, we spent a lot of time and effort in Bursa and yet the return is not that great.

I am SORRY if have said something wrong and offending you.

Hi my friend : If I were to argue or accuse you for something, I come with some reasonable bases which you may not agree with but cannot denies that there are something. This is so called "quality".

Hi KC : Do you what? I want to LS on Mahsing one fine day. This one will make me rich. When I able to call it LS Mahsing, I am "Jia Beh Liao". Ha, ha.

Hi KC : I made LS return on Zhulian was due to Len Yan and also celebration for my new born little girl. Now she knows she has a share called Zhulian with all beautiful jewelry for her university fee. So no matter how high Zhulian goes, I cannot sell.

KC : No, No, both Zhulian and LPI are not mine, they are public. And I do not recommend anybody to buy LPI now. I normally buy at poor time such as QE havoc in Aug13. I made LS return on LPI was due to luck at RM9 on 5th Mar 2009.

KC: Oop! Sorry, i do not know you have Datasonic.

But what I like more is thinking process, method, hard work, persistent and not to forget the Fun of catching quick moving elephant.

We are waiting for you.

KC Chong : why don't you go back to FeiBon for "Fun of Catching Quick Moving Elephant" and “LS”.

@KC Chong
Sorry, I am talking o KC Chong. I have “LS” Zhulian and LPI, he got “LS” Pintaras and Fibon.

Fibon moves from 0.33 to 0.47, it is an undisputable “LS” 42%.

I enjoy a lot when the invested counter goes up significantly which testifies and rewards our hard work and persistent. I am not bull shitting; we really spent a lot of time and effort in spotting and investing on companies. So please allow us to “LS” occasionally. THANK YOU.

side note : I am still stubbornly do not buy the story of Fibon.

Lastly, not forgetting to congratulate you all for making good money. Do not forget to buy KC Chong many drinks when he comes back.

Tony: 别那么直接啦。会被report的。

Sorry, "LS" is a mild bad word in Cantonese=proud, show off.

WB说过：投资是一种运动，也是一种娱乐。我喜欢通过尋找好的獵物來找到“捕获稀有的可快速移动的大象”的快感。
朋友、你该有这种感觉吧！

Ha!Ha! Now you have one more "LS" counter. "Shiok" sungguh, isn't it? This is the fun of spot, invest and "LS".

Make very good sense. You are the long term winner.

各位大佬：得罪了。对不起。謝謝。Thank you.

KC大佬：I knew the word "half past six" may offend many. I
wrote it with purpose to attract people to read the high risk assessment by Icap. That's all. Do not mean to offend anybody here.

KC大佬：I am a pure Chinese educated old fashion guy. I like to hear 忠言more than 火上加油. So when Icap assessed that the current mkt is risky, I support the comment to alert more people. I think it is better than hooray and keep on pumping money into mkt.

KC大佬：你说70-80%of fund mgr underperformed the broad mkt. However my actual investment in about 8 funds in Public Mutual, 2 in EastSpring(Prudential) n 3 in Osk-uob, are averagely above broad mkt.

我们现在所做的难道也不是在计算时机吗？不然为何我今天不买Zhulian？难道我知道它己到尽头？可能不久后它去到5.20？问题在於机会成本。

Icap所做的其实跟我们是一样的。只是或许它目前的成绩落後於大市而己。这不代表它对现在市场的看法不可取。

YTL & WB 也计算时机呀！YTL买英国水務公司，WB买銀行（08年吧）。计算时机不意味平时不做买卖，只是量的不同。保留大量子弹，时机一到就大胆岀擊。岀擊之后也会輸呀！不过只要时间一长，回酬是非常可观的。

当然所為一次性非一次交易，而是一次熊市的交易。Icap是专业投资机構，当然知道何为熊，问题在於熊头，熊肚还是熊尾。只要熊尾是不实際的。就像现在牛市，我们从不知何时是头、肚、尾。把现在的情况倒轉就是了。

当然那不是我啦，因为我没那本事，也不那样做。不过却觉得Icap有这能耐。

就像玩大小，我先輸你五小次（因为信心指数較底），保留大量资金，耐心等待机会。当机会一到，一般都是间隔几年，一次大量下注，把之前少赢的都赢回来。常期平均值还是較高的。

As I agreed with his high risk assessment on the current mktg which means I should not buy Icap now as it is also at high risks too b'cos Icap's biz is in Bursa. I will buy Icap in future, not now.

My current position in Bursa is neither buy nor sell. But deep inside my heart, I should sell now. What to do, I am an ordinary people with greed. Greed is "shiok" than rational.

Anyway, as long as the earning of companies in my portfolio is still the same or not too bad as compared to the current, my div yield is still higher than FD in the Bear mktg. Thus I will have a cut in capital, but the div income is still higher than FD. This will weather thru the Bear for the next Bull. I see this is the greatest thing I have made in this Bull.

You r right, Icap missed de bull this round. At his level, it is weird that he missed it.
What I mean RIGHT is his assessment on the current mktg. I agree with him that the current High is risky and unsustainable.

Then, should I sell now? Due to greed, I do not plan to sell too but prepare to take loss. I foresee I will be in negative position in de upcoming Bear but Icap in positive position. Let us see.

“ 你猜到、大家也猜到？”
今天有个Blog理性股市： 你猜到、大家也猜到？。我很想跟你讨论这句重要的話己很久，只是不知如何开始。在等机缘。

我的看法：
他是对的。批评他者只怕是half past six，沒经历过大熊市. 几年後再见真章吧。

Next weekend when I have more time, I would like to ask for your opinion on calculation method on total return. My less than saving account return must be an error.