Every one Insas Share has 0.95 share of Inari plus other Insas business plus its cash in hand. Selling at 88 sens when Inari is Rm2.40. I really don't know what is the logic behind. Sigh!!!

Factory running at 30% in the past, now can run at 100% with the excessive log supply.

The temporary ban to export logs is in fact a good news to those with big timber concession. Timber shortage is not a new issue in Sabah. Pworth all these while has been facing with log supply problem. Factor running at 30% capacity. Now Pworth can double and triple its timber extraction to flood the local market until no supply problem. Send somebody to 'kautim' the new CM then start to export again.

Anyone knows the progress of the listing exercise for GSR in Singapore ?

If you pay 23 sens now to get 1 share, for the right issue you need to pay 10 sens to get two right issue share plus 1 bonus share. All in will be 33 sens for 4 shares or 8.25 sens a share. What is going to be the ex-all price for Pworth? Need to wait for many months for these, at least until the listing of its subsidiary GSR Pte Ltd on Singapore Stock Exchange.

ctooi, please let us know from where you had checked that Kluang has over 350 million cash. Failure which you are trying to mislead your reader. If you refer to its annual report from 2013 to 2017 you will be able to notice how its cash position has changed over the years. 2017-270million, 2016-253million, 2015-240million, 2014-220million, 2013-44million, 2012-44million. There was a sudden increase in cash from 2013 of Rm44 million to 2014 of Rm220 million. You can find out the Rm 176 increase by comparing the details of the 2013 and 2014 annual report.

The only reason to buy Kuchai and the only reason for Kuchai to move higher is the impending listing of Great Eastern Life Malaysia by the parent company Great Eastern Holding Singapore. The deadline is 30 june 2018. Without this factor, holding Kuchai can be very frustrating.

The only reason to buy Kuchai and the only reason for Kuchai to move higher is the impending listing of Great Eastern Life Malaysia that the parent company Great Eastern Holding Singapore. The deadline is 30 june 2018. Without this factor, holding Kuchai can be very frustrating.

Linked to Kuchai .
https://www.thestar.com.my/business/business-news/2018/01/12/kuchai-shares-rise-in-anticipation-of-great-eastern-listing/

for investment buy insas. for contra play buy inari

0.975 and 0.34 now

Inari Q3 EPS 3.41 NTA 0.45 Price Rm2.91; Insas Q3 EPS 5.95 NTA 2.41 Price Rm 0.92 where got meaning.

From 2013 to 2015 Insas dropped after AGM except 2016.

If he bought on 04-Apr-2007 that is more than 10 years ago 248.5 million shares at 1.050 his cost at 3% annual interest compounded should be 1.41

High volume 11 millions

Mui is moving 0.20 now

My bet is - the 0.67 level before lunch is the end of the current correction. Duta is likely to go to 0.75 before the next consolidation.

How high Duta can go if it decided to sell both its Grand Duta Hotel and Kenny Height Project after disposing its oil palm land.

Don't be two pessimistic. BJCorp has started to look interesting now for 3 reasons technically. First reason is an OBV reversal. In January 2016 its low is 33 sens. Then it set a new low of 31 sens in Nov 2016. But the OBV at 31 sens (Nov 2016) is much higher than that at 33 sens (Jan 2016). A reversal due to strong accumulation by somebody. Second reason is that from 31 sens (Nov 2016) it moved to 40.5 sens (Feb 2017), a high that is still lower than its previous high of 41.5 sens (Feb 2016) but the low of 32 sens in August 2017 is higher than the 31 sens on Nov 2016. For the first time since 2010, we have a low higher than the previous low, a price reversal, provided BJCorp doesn't drop below 32 sens and then 31 sens in the next few weeks. The third reason is that there is an OBV breakout two weeks ago.

I expect BJCrop to start running if it can move above 37 sens within one week or two. So it is 50-50 at this moment. Do remember not to follow technical analysis blindly, just take it as a guide until you can find a better guide.

I do admit technical analysis is not always 100 correct. But if one can get 70% correct is good enough. In stock investment you don't base on hearsay. Fundamental analysis is one way. Technical analysis is another way. I only go for stock with good fundamental and technically looked good and is ready. Duta is more than 70% ready but BJCorp, at best is only 50-50. Please treat what I have written as only my personal opinion, you can choose not to read but please have some basic respect to another human on this platform.

One sense is to base on technical, if you believed in technical. And technically Duta looked bullish at this moment, on the run, whereas BJCorp's uptrend is not confirmed yet, can wait, unless it can move above Rm0.37 next week. Forget about what I have written if you don't believe in technical analysis.

Hold on to a non-moving stock or a stock you don't know when it will move is not an efficient way of using your limited capital. If Duta already on the move, why not at the meantime take a ride on the Duta train to Rm0.80 or better still to above Rm1.00. Who knows by that time you still can get BJCorp at 35 or 36 sens.

BJCorp started to move in a downtrend direction since 2010 from above Rm1.70 to its low of around Rm0.31 in November 2016. There was a strong rebound to Rm0.40 from Nov. 2016 to Feb 2017. After that it moved lower and lower again until Rm0.32 by August 2017. BJCorp is a solid and cheap stocks but you don't know where is the bottom and when it will fly.

The first time I read about Calvin's article on BJCorp was his article 'BJCorp - The Berkshire Hathaway of Malaysia' published on 6th September 2014 when BJCorp was around Rm0.48. At that time nobody know whether that was the bottom. At Rm0.48 it was cheap and worth the money. But if one has bought BJcorp at that time at Rm0.48 and hold it for 3 years until today at Rm0.35. I would say it was a very bad investment especially for small investor with limited cash. Not only you lose money, you lose 3 years of opportunity investing in other stocks that may or may not make money.

Hi True, if you have bought 10x Mulpha at 45 sens. Because of the share consolidation exercise in June 2017 your 10x Mulpha has became only 1xMulpha at Rm2.50. You are still losing money.

Insas with 632 million shares is holding 401 million share of Inari. So in every Insas share there is 401/632=0.63 share of Inari. At Rm2.80, this 0.63 share of Inari already worth Rm1.76. Buy Insas at 99 sens you get Rm1.76 worth of Inari plus all other Insas's business and assets plus cash in hand. Insas is cheap, very cheap.

Thanks for the lengthy explanation Calvin. So East India Company, Somerset Bay, Cape Cod, Zona and Emanuelle are value creators whereas Living Quarters and Reject Shop are value sellers.

Same problem as Parkson?

Doesn't Mui's Metrojaya, Laura Ashley, East India Company, Living Quarters, Reject Shop, Somerset Bay, Cape Cod, Zona and Emanuelle having the same problem?

January 2016 adjusted high of 1.08

Please don't call me sifu, shy only. I may be too bullish, but if I treat the January adjusted high of 1.08 as the end of the major wave 3, the current major wave 5 advance at least has to go to 1.08 to form a double-top reversal pattern. To me that is the worst case scenario. Its major wave 1 gained 60%, major wave 3 gained 145%. If I assumed major wave 5 to gain 60%, same as major wave 1, the target is around 1.08, double-top. but if major wave 5 can have the same magnitude as the major wave 3 then I am looking at 1.60. Very theoretical, please take it lightly, don't be too stressful and enjoy your trading.

If you strongly believed that EG can go up, for better return, it is better to buy EG Warrant-C. For example from 4th October until today, EG moved from 66 sens to 76 sens, +15%, whereas Warrant-C moved from 35 sens to 50 sens, that is +42%.
If EG can move from 76 sens to say Rm1.00, that is + 24 sens or 31%. If Warrant-C can add on a similar 24 sens, percentage wise that is 48%. But Warrant is a double edged sword, when prices dropped, you will lose more money by holding Warrant instead of the mother share.

Today is the fine day and I am already very happy. From 16.5 to 19.5 already 18%.

follow the old saying - buy on rumour sell on news

The lucky one was the one that read Calvin's article for the fist time recently and moved in at 40+ sens just before Duta moved. The unlucky one was the one that read Calvin's articles many many months ago also for the first time and also moved in at 40+ sens but sold them also at 40+ sens just before it moved.

Nobody is that good. Luck does count in stock investment.

The main problem is when will this mau sang wang ripen. The holding and waiting part can be very frustrating. And for those hit and run investors, this buy and wait is not an efficient way of managing their limited capital.

But Mui has many under value properties in Malaysia and in oversea, especially in England.

From its 2016 annual report, PMCorp has only 6 properties. 2 lots of land with factories (8 acres) in Selangor, 1 lot of land with office and warehouse (0.22 acre) in Penang, 1 lot of land with warehouse (4460 sq.ft.) in Johor, 1 unit of warehouse (7710 sq.ft.) in Hong Kong and 1 unit of apartment (1940 sq.ft.) in Singapore.

http://www.theedgemarkets.com/article/priceworth-forecasts-rm100m-net-profit-fy18
According to Richard Koo, "Should things pan out as planned, Priceworth is expecting a net profit of RM100 million in coming FY18 — a quantum jump against RM1.16 million in FY16". "That will translate into earnings per share (EPS) of 10.89 sen based on share capital of 918.1 million".

Rm429 million available for sale investment

Rm429 available for sale investment

On this forum, we share confirmed/unconfirmed information. You can choose to believe or take them as bullshitting. You make your independent decision to buy or sell. You are responsible for yourself and your own action, nobody is going to care about what you are doing, gain or lose. I personally would like to thank Calvin for spending so much time to gather valuable information and sharing with others But in stocks, good counter may not move, lousy counter may go through the roof. Just look at Kluang (NTA Rm10.41), it has only 63 million share but is holding Rm269 million cash and Rm429 million investing that include 43.3% Sg. Bagan (Rm92 million), 45.3% Kuchai (Rm88 million), Precious metal (Gold?) (Rm21 million), Quoted Shares outside Malaysia (Rm 333 million) ............... and it is selling at Rm 3.68, how to explain. Holding this stock is indeed frustrating.

Calvin is a long-term investor. He only buy value-for-money stocks that are greatly oversold such as Mui, BJCorp and others. He is rich with lots of bullets and can afford to holds his stocks right at the bottom for a few years waiting for the ultimate surge for may be 500% or 1000% gain. If you are a gambler or 'investor' looking for quick gain or investor with limited cash, his style of investing may not suit you. May be you have to look for 'sifu' like Fred Tham and pray for luck. Personally I don't follow Fred Tham. I stopped reading his article for more than 20 years.

Insas with 632m shares is holding 402m of Inari shares, that is 402/632=0.636 Inari per Insad share. At Rm2.63 that 0.636 share of Inari is worth Rm1.67 on top of Insas's other business and assets. With annual earning of 27.28 sens PE is only 3.8

My main point is - have your own investment strategy. you may take others opinions but do some research and don't follow blindly.

Investment strategy is depended on individual financial capability and flexibility. Calvin Tan is rich and has lots of spare money. He has holding power like Warren Buffett and he has the bullets to buy all the way down. I guess, for him perfect timing is good but not critical as those small capital trader. The point here is you can follow him if you are as rich as him. Same thing I can't follow Warren Buffet strategy because I am a small investor with small capital. My time frame is shorter and I can take higher risk aiming for higher return. I can even go for short term trading on lousy but speculative stocks, hit and run, that Warren Buffett will never do.

One can follow Warren Buffett if one is as rich as him with plenty of reserve to buy until the bottom. If one is a small fish with small capital and if he were to follow the WB's way, he could be dead well before the market has hit bottom.

My salute to you Mr. Koon for writing this article that not many people dare to write because of the 'sedition act'.

The only problem with PMCorp is its lousy earning, there is nothing exciting unless there is someone like Dr. Yu comes along.

FACB Ind has a cash per share of Rm 1.74, zero borrowing and is selling at only Rm 1.06 and it is making money every quarters but very miserable earning. In stock, anything is possible. I still remember in the 1980's bear market I could get Tronoh Mine at below Rm3 when its cash per share was Rm3.70 and in every 1 Tronoh share there was 1 MMC shares and it was holding some Aokam Tin and has other investments, zero borrowing. It started to fly when the bull returned.