chinesetea

chinesetea | Joined since 2013-08-14

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General

2014-02-19 19:03 | Report Abuse

Just a warning note about following unclez. So far what he said is genuine and great. I have to thank him for giving assurance and there is nothing wrong with him. If you following him quick enough, you can make some profit.

My concern is, as more a more people following him, I am afraid that they might be shark that is using this as an opportunity. Don't use his comment to speculate and play contra. Only buy if you know you can hold for long term.

I may be wrong but just be careful and don't following anyone blindly including myself and members in these forum. Always do you homework first.

General

2014-02-19 18:58 | Report Abuse

Asam: yeah Latitud will climb. It's correction was minor yesterday, I hope it will be like MKH.
Asiafile increase great but I am also afraid when it drop. Like HLCAP, if you buy at the wrong time, it's quite scary (RM4) in few weeks.
Takaful is more stable, earning and dividend are great. However I put my money yesterday in DSONIC instead of takaful knowing that both of them will rise. A simple ratio of 3k @2.9 DSONIC compare to 1k @ 10.6 Takaful, I knew which would be the winner.

Looking at my portfolio, only karex is still lack behind and I believe this will be the next winner soon.

I also entered IRIS for small amount and already made some paper profit.
PE is high so don't follow me if you are not sure. I hope it will go to main board

Stock

2014-02-19 17:38 | Report Abuse

A nine percent profit a day by catching good knife :-). Before the UMA it was traded at 3.44 and that shows the confidence of the buyers.
Today's price is only limited by those who buy yesterday and take profit. If you are a long term investor, fear not, the future is bright. I believe 3.44 can be achieved very soon knowing that the report is in the horizon.

Now you learn the lesson, next time if there is UMA, please wait at bottom and grab some bargain.
For this counter, you also need to throw away the TA occasionally (especially the RSI) as the news flow always take over the TA.

Btw, I believe the dividend will be handsome ;-)

Good luck.

General

2014-02-19 17:27 | Report Abuse

Wow, what a great day for takaful, MKH and DSONIC. When we talk about it a month ago, no one believe and keep bashing. It's hard to find undervalue shares these days.

The biggest target difference was DSONIC when RHB announced 10.51 and Price was 6.49 and diff is 4.02
Then we have MKH target set to 5.40 when price is 3.02 and diff is 2.40

SUIWAH is a very boring share like CBIP but it will steadily rise.
I was getting some bash as well when I mentioned CBIP at 3.30. Only few weeks and now it has turned into 3.78 and I am waiting for the good dividend. When plantation stock is good, expect more mill will be purchased and CBIP will be the one of get the benefit.

I hope some research house will cover SUIWAH next.
It is traded at 2.5 and potentially target can be 4.5-4.7 and diff is 2.00 - 2.2

From our experience in our undervalue portfolio and my shared portfolio
that has risen 13.72 and 15.61% respectively in two months, we can confident that market will realise the share value.
So it's always good to pick undervalue share instead of chasing high.

If the share price is traded above target like presbhd, then we need to wait for a better news or we know the earning will be great such as the UNI they setup that will contribute further.

General

2014-02-19 07:16 | Report Abuse

It's an old news. See the date.
http://m1.marketwatch.com/articles/BL-MWTELLB-8977
If that really happen, what will you do?
I would prepare some bullet by selling any weak stock, avoid blue chip and use it as chip to grab some bargain.
Gradually move to safe but boring counter.

Stock

2014-02-19 02:07 | Report Abuse

I like boring company. You can only buy undervalue stock at cheap price when it is boring and when not many people and research house notice this. Takaful started like this. Let's check this in few months time.

Price closed at 2.46.

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2014-02-18 22:52 | Report Abuse

Thanks to zoomboom who posted this http://www.kinibiz.com/story/issues/72248/how-powerful-is-daim-zainuddin.html
Look at who is behind this.
Today is just first day of the show. They will be another few days to run before the result is out.

Today the highest price hit 4.94
Price is closed at all time high 4.78.

It's heading higher now. Look at what I posted a month ago.
http://klse.i3investor.com/blogs/Eco3/

General

2014-02-18 22:40 | Report Abuse

Chrollo, I didn't monitor myself but base on what uncleT said. I originally wanted to buy next day but he observe the last period, they are lot more buyer than seller. He tried 2.75, 2.8 and failed.

It may be some fluctuation tomorrow but for certain, we will not be able to beat the trend if it suddenly spike as I am in UK. Even I stay awake, I will not be able to catch it as the window of opportunity is so small.

So I base on uncleT judgement and also my knowledge of this fundamental counter that it will rise back very soon. If it drop further, then I will buy more. If it rise, then I am happy.

The only thing I don't want to do is to kicking myself for not taking opportunity when there is correction. Also the correction is not because changing of result/fundamentals.

As you know, I recommended takaful at rm9.6 few weeks ago when major correction happened, see how much it is now. The correction comes and go and sometimes we may not see it happen anymore. I am confident DSONIC will be another one like this. With good people in this forum, we can encourage another and we will be rejoice in months time. When you have earned enough to visit London, I can buy you some lunch :-)

Btw, if you are cash rich, takaful is still a good buy at today's price 10.64. I am running out of bullet and buy all dsonic today. I even sell some of my other counters to buy more DSONIC.

General

2014-02-18 21:44 | Report Abuse

If you read the history of our posting we already predicted this event months ago. We know the result will be stellar and I suggested to buy two weeks before the result out. In addition to that the KLSE is in the bull mode after the tapering and the CNY run was not materialise. Now it all burst out in the last few days.
We also know that once it is splitted and big fund will start collecting because of the liquidity improvement.

It may also be something that uncleZ has mentioned recently about the weird 4.50pm thingy.

Stock

2014-02-18 21:34 | Report Abuse

and I am catching it :-).
Who worries about it if the fundamental is strong and the valuation is better that the current price?
If it falls further, then thank you, I will collect more knife. Drop 0.26 in whole day is too small anyway.

There is already a reply to UMA. Nothing special.
When it rised to 3.2 I was kicking myself for not buying more earlier. Now thanks to the UMA and we have cheap bargain.

Remember, when people shout buy, you sell, when people panic you buy and be a contrarian.

Since the result will be published next week, I will not lose this golden opportunity to grab more.

For those people that want to collect at RM2, keep dreaming. They already dream about it when it was RM2.10 :-)

General

2014-02-18 21:25 | Report Abuse

Hi Siva68, I think the listing circular is just a reply to UMA enquiry http://www.bursamalaysia.com/market/listed-companies/company-announcements/1541177
So I think tomorrow back to business. So bad that I miss the 2.75. Anyway, I am a happy man. If tomorrow more panic seller, then I will get more. This chance is rare to come by. This is especially good when we know the result will be out in a weeks time and the effect with UMA will nto cause too much concern.

If you read RHB report yesterday, there is a potential that the MyKad will become mandatory and also they keep suggesting that they might be a surprise dividend.

Good luck and don't play contra!

General

2014-02-18 20:08 | Report Abuse

There is a listing circular announcement at the end, it can be some good news or the report may be out sooner than expected

General

2014-02-18 20:05 | Report Abuse

Just check with uncleT and he already bought it for me at the end :-) as he noticed buyer is a lot more than seller at last minute. So tomorrow very confident it will up again.

General

2014-02-18 17:36 | Report Abuse

UMA is really a gift. I remember last time when there is UMA for ecoworld, it drop from 4.8 to 3.6. That was a great chance for us to buy cheap. Even ecoworld without any financial report backing it up, the price return to its previous glory in a month time. For Dsonic, we know the result is going to be good. In fact we already know because of RHB report. So I will not hesitate to but when the price is right tomorrow.

General

2014-02-18 16:23 | Report Abuse

For Dsonic, if you have missed the boat then buy when people are panic selling but wait a bit first. I am waiting to add more.

Stock

2014-02-18 16:03 | Report Abuse

Thank you thank you. I will buy it when it drop below 3. The result will be out soon and I am Suter the answer will be the news of the new target by rhb

General

2014-02-18 15:41 | Report Abuse

Hi, didn't you guys pick up my post about ecoworld :-).
The undervalued stock is called suiwah. It is a household name in penang and also own qdos. Its land is attractive with good pe and consistent dividend.
A bit like inari, gtronic. I don't have target but rough estimate the share worth 4.5 at least in long term.
Buy when it is under correction. Don't expect it rise like Dsonic. Once it is picked up by media, then it will sure fly one day

Please buy sell at your own risk and uncleT can be wrong as well. But his pick stand firms in trouble time.

Stock

2014-02-18 07:27 | Report Abuse

Yesterday, it has reached the highest closing price 4.60. It has traded below the Macd line for quite sometime and I believe it will cross the line very soon. After that it will retest the 4.8. Once 4.8 is broken, it will never turn back.

General

2014-02-18 01:05 | Report Abuse

Just check with UncleT, he said foreign fund has been collecting IRIS.
UncleT already collected some recently.

Please note this may not be the one mentioned by uncleZ.

As you know IRIS handle MyKad before DSONIC. Its business is like DSONIC except now it is in other country. So potential is great.
I have not got any counter yet. I may buy a little bit to play tomorrow. I will post another of his recommendation tomorrow but need to double check first.
Please B/S at your own risk

General

2014-02-18 00:29 | Report Abuse

To be honest, I am not going to spend time tracing this. 100m divided by 8 counter is 12.5m USD per counter, not much really in comparison to business we do a day at here.

Better use the time wisely to investigate other shares. Since we know presbhd is one of them and presbhd fundamental is strong with good dividend, I think it is a good buy anyway.

General

2014-02-18 00:18 | Report Abuse

asamlaksa, look back at the post, you were talking about the ASIAFLE. The low free float seems attractive and good CAGR but I don't like the business nature as it can be easily taken over by someone else as it does not have competitive advantage. I have seen stationary shop close one by one and being replaced by computer, ipad and etc.

The way it progress is to take over by some competitors and gain the market share.

Thanks for sharing

General

2014-02-17 23:26 | Report Abuse

The screenshot of price movement was captured on 13.2.2014. He is trying to show us that someone else know the information and started to collect. He know the full list but only 5-8 will be choosen, so he is monitoring all 15. He need to do this because he don't know which final 5-8 will be and perhaps someone else may know. So the 4.50pm special activity will give us some hint. It's almost impossible for us to find out which one unless someone can identify at that particular time on the screenshot, which fund that executing the trade. Then search for all counters that these fund has purchased in the pass 2 days.

General

2014-02-17 22:35 | Report Abuse

What do you guys think about presbhd? If what unclez says is true, then fund are collecting presbhd. May be will top up some more.

How to identify the rest of the 5-8 counters he mentioned? I think may be look at the top riser in last few days that are not blue chip and the price spike at the end. As I have said earlier Ecoworld may be one of them and possibly DSONIC.

Stock

2014-02-17 22:09 | Report Abuse

We want to give you a standing ovation after reading your comment.
I like your comparison of Dutch and DSonic. Remember DSONIC also develop credit card machine.

Malaysia also in highest household debt list
http://www.economist.com/news/economic-and-financial-indicators/21588882-household-debt-asia
that means most adult will have credit card and possible a few to transfer balance.
Malaysia also has high crime. So in your life time, your wallet will likely to be robbed. Then you will renew your IC and your 5 credit cards :-)

DSONIC also have CCTV business. High crime will need more CCTV in the future.

It's bad I know for the country, but good for DSONIC.


Today it hit the price that I bought few months ago after splitting. Amazing counter.
Price closed at 3.17

General

2014-02-17 21:55 | Report Abuse

Chrollo, to be honest, my M&A experience is limited, you have better ask some old sifu.

Siva, do you mean by your dividend question? It is unlikely it will give out dividend soon as it has just ex recently with 0.15. For high dividend stock ( like takafuk) the price may spike near to ex and then drop immediately after that. For growth stock like Ecoworld, the difference only small.
MKH sit in between. I am more interested to see whether they will give out bonus issue.

General

2014-02-17 20:57 | Report Abuse

Asam, calm down, kukuman has kind heart to warn chrollo. I am find with that.

General

2014-02-17 20:38 | Report Abuse

Haha Kukuman, you probably have not read my post earlier. I already said I am not uncleZ. It is Chrollo who speculate that I am unclez and I responded by jokes to him :-). Why impersonate him, I have uncleT

General

2014-02-17 20:36 | Report Abuse

I am not suggesting you to enter. It can be quite risky sometimes. It's only good to buy just before the announcement but now it may be a bit late. Another risk is if the take over failed, then the price may drop suddenly.

Here is the answer
https://www.khanacademy.org/economics-finance-domain/core-finance/stock-and-bonds/mergers-acquisitions/v/price-behavior-after-announced-acquisition
See the last question.

It can also be a potential like Focal aim that is purchased by Ecoworld.
Anyway, I will post another counter tomorrow. Don't rush into any decision. Dsonic is our best investment at the moment.

General

2014-02-17 20:17 | Report Abuse

How do you know UncleZ is in UK? If I give you WhatsApp contact, then you know who I am.

Btw, have you also looked at the my favourite screen in my blog ;-). You will notice maika are also in the list that unclez has not mentioned before.

Stock

2014-02-17 19:57 | Report Abuse

lol, don't use titanic, it can't fly :-)
Rise like EcoSky may be better.
Most property stock seems moving even the hopeless Setia :-)
People may stop frying property and turn to property stock.

General

2014-02-17 19:43 | Report Abuse

Chrollo, Yes I am still holding latitud and has added more today when there is minor profit taking as expected. It holds up quite well if you see how it bounces back in the afternoon.

I normally ignore price fluctuation daily as I am long term investor. I will give this stock at least 6 months and revisit it when the Subsiadiary profit is added to Latitud report. If I see any correction on the way such as two weeks ago when tapering was announced, I will buy cheap as long as klse index is in tact. I only switch to other counter when I see the potential is nearly reached and I found a better counter.

Concentrate on your class and you don't want to end up watching trading screen everyday. I know lot of traders in my company and most of them a grumpy

Use it as a long term investment tool, like what mentioned in unclez post and invest while you are young.

General

2014-02-17 19:17 | Report Abuse

UncleT has recommended a stock that has broked out on Friday and have taken some position. I will add some tomorrow. Not many people the stock and undervalued by more than RM2.

Will let you know tomorrow. Watch this space :-)

General

2014-02-17 17:36 | Report Abuse

Do you see other counter behave like this?
http://unclezmalaysia.blogspot.co.uk/2014/02/things-start-to-get-interesting.html

ECOWLD may be one in the list, do you agree?

General

2014-02-17 17:26 | Report Abuse

Chrollo, congratulations to your new buy on DSONIC. Now you know why we don't play penny stock, just wait for too long. DSONIC and Ecoworld both fly high today. All you need to do buy in correction and wait for few weeks or days then you will see the result.

General

2014-02-17 17:23 | Report Abuse

tewnama, don't want to answer you question in dsonic forum.
Already uncle lah ;-)
I have been working here for many years lah in investment bank. That's all I can tell, don't want to get into too details.

General

2014-02-17 17:20 | Report Abuse

Welcome zoomboom. No worries about the reply in ecoworld, a lot of them talk rubbish.

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2014-02-17 16:16 | Report Abuse

Tewnama, still morning here in uk. :-)

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2014-02-17 16:02 | Report Abuse

As I have said on Friday, rhb is re rating Dsonic but I didn't expect them to relate that soon before the result is out. Anyway here you go again for those in doubt. Whether it is overpriced, just compare with Myeg. Anyway congratulations!

General

2014-02-14 20:50 | Report Abuse

Totally agree with you asam. A lot of people just talking nonsense and think that their comment can influence the price. From the stats I gather in my blog only roughly 1000 read it. For comments I think it is below 100. Out of this 100 only few are huge investor. No way they can move the price. We only see price movement when major newspapers like star, nanyang, sin Jew that report a stock.

No need to set up a fund, just put money in Dsonic this year will be enough.

Stock

2014-02-14 20:11 | Report Abuse

Hold tight and brace for good result in two weeks time. Retail player cannot time the market, don't buy sell buy sell every few days and easily miss the boat like mkh.

General

2014-02-14 20:07 | Report Abuse

invest1818, I agree with asam, most of the counter you have are very good. I can see why you have hard time to choose :-). All reports are out soon.

Also keep an eye of the pandemic news and prepare to buy rubber related stock like glove stocks and karex

http://www.bloomberg.com/news/2014-02-13/pandemic-potential-seen-in-gene-changes-of-bird-flu.html

Stock

2014-02-14 20:02 | Report Abuse

Guys don't you see that directors are disposing, then buying again and repeated this in last few weeks. This counter really behaves differently. When there is director selling or buying it will up :-)
The largest spike last year is when the major shareholder DIBENNA dispose the shares.
During that time, only major share holder was DIBENNA and the rest are directors.

Check it again today and you will be surprised how things has changed since.
Goto shareinfo and select top 30 shareholders
http://datasonic.com.my/investor-relations.html

Big fund has joined in and do not need to worry about that it is being fried to this price. The fundamental is very strong. I especially feel good when I see LTAT has become one of the major shareholders. They manage the fund quite wisely and only invest on good counter.

Good luck. I have topped up recently and waiting for RHB to re rating in two weeks time.

General

2014-02-14 19:41 | Report Abuse

invest1818, when market is hot and you lack of fund then I suggest to catch the train for fast moving stock. When market is bad, then stick to those slow moving one as it preserve your cash and still going up slowly at the same time.

General

2014-02-14 18:14 | Report Abuse

Hi Asam,

Just contact UncleT and he actually bought back the Latitude few days ago without my knowledge as he spotted the volume. He top up for me today as well. RM 3 can be reached soon.

I also took position in DSONIC this morning instead of pestech and glad I did that :-).
I am sure RHB will re rate it again.

General

2014-02-14 07:41 | Report Abuse

Asam, what is your target for pestech, I am considering topping up. I truly like the competitive advantage of the stock,

General

2014-02-14 04:49 | Report Abuse

Asam,
99% too easy, 200%, I tell you my account in Nigeria and you only need put 10% first ;-).

Latitud -bought it at 1.8 and think it is good when US economy is picking up. But already sold it recently because I have too much counter and I know furniture stock is not for long term. When economy or market crash, furniture company will be affected first as furniture is not essential. That is why all of furniture stock has low pe as they are still recovering from crash in 2009. It may be benefit immediately after property boom as people will buy furniture when moving in. So keep a close eye on property market in US. The subsidiary has reported good earning so can keep until further result. I will not hold it more than a year and will advise to take profit as soon as possible when you are happy. Think ahead about GST!

Stock

2014-02-14 03:47 | Report Abuse

It did not make a lost, profit will be consolidated later and people may be trapped by just reading the bursa announcement. You will be surprised when result is out and then lost the chance. Current price is really good and I believe this is as good as dsonic as the business is sound and not affected by economy as condom is essential. It has the largest market share in the world and the limitation is just the production capability.
When there is market crash I will only keep karex, dsonic and cbip in my profile.

General

2014-02-13 23:39 | Report Abuse

Welcome TeinNee