chinesetea

chinesetea | Joined since 2013-08-14

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General

2014-01-29 00:13 | Report Abuse

Don't take it seriously, just a game.
You can change your mind 2 hours before market is open. Don't check the queue :-)
I have been playing this game myself and a lot of times, I said to myself, why did't I bought that if I know it's going to up. With more practice, you may perfect your skill. It's good to have you guys to learn together.

General

2014-01-28 23:48 | Report Abuse

Chrollo, big cap stock can be top loser as well. So which one will you pick?

General

2014-01-28 23:44 | Report Abuse

Let me start first. Just a wild guess and don't follow me
Genting, HLCap, Karex for top 10 tomorrow.

Following will be up
Ecoworld, PPB.

I don't think I am that lucky everyday, haha, let's see tomorrow.

Can't look at TA as it is affected by market sentiment.
I predict you will notice lots of local professor, warren buffett and taiwai 股神 publish doom article :-)

General

2014-01-28 23:26 | Report Abuse

Both FTSE and Dow up at the time of writing, want to guess who is up tomorrow. If you get one in the top 10, 1 points :-) . Pick maximum 3 stocks

Stock

2014-01-28 22:11 | Report Abuse

Yes, that was what I thought initially and then read it again and find out it is for September.
However it does give more information about the overall performance.
Apologise if that causes confusion :-)

Stock

2014-01-28 22:02 | Report Abuse

This is annual report for the financial year ended 30 September and another one coming in Feb that include up to December if I read it correctly. Also another announcement about renew of share buy back and I like company that keep buying back shares.

Stock

2014-01-28 18:52 | Report Abuse

This has become a different company. You cannot look at the past to judge the future. Same applies to new IPO company.
If apple or google buy a small company, do you think the earning of that small company will be the same after that?
Ecoworld is a growth stock atm and I expect the price will increase much more than the dividend payment. We will need to wait and see after one year to find out the dividend payment per year.

If you like high dividend stock, you can buy stock like Digi, BAT, Tasek, Maybak and etc.

Stock

2014-01-28 18:13 | Report Abuse

Very good news. See today announcement. Few announcement of acquisition of more shares.
Annual report is out and profit before tax increased by 34% !

General

2014-01-28 17:23 | Report Abuse

Hibiscus forum is a joke. If you have free time you can treat that as novel. Lots of conspiracy theory.

General

2014-01-28 17:14 | Report Abuse

What a green day. Hope you guys buy follow our recommendations for Takaful and Pestech, in top 20 today. 50% chance correct, not too bad. ;-).

General

2014-01-28 00:07 | Report Abuse

Chrollo,

I am not that clever. It's my own 'unclez' that work as remindser for more than 20 years that give me tips. He spotted Dsonic at rm2.1 and inari at rm 1.

He don't do the research much either but he can spot funds gradually collecting certain stock at very early stage, then filter those counter and do some analysis and pass the info to me. I then do more research of the potential and valuing the stock. By the time it hit news, it already become a third hand info and big guys already collect it for sometime. I also find counter myself by reading a lot and working in IB also help.

All counter suggested by him can stand firm and not many research house cover it.

I am still learning and of course I have made a lot of mistake that I haven't told you and my remindser also experience several crash and he know more. You need to get burn sometimes to learn and hopefully we don't pay too high price for that. So make sure you don't make large position. Gain little by little and I have warned many times, don't play contra and don't buy warrant, just my 2 cents.

General

2014-01-27 23:30 | Report Abuse

Still keep some DSonic and wait for next good report and added to my stable stock list in addition to CBIP.

General

2014-01-27 23:29 | Report Abuse

Thanks for sharing about SAB. I took profit at rm9.3 on 14 of Aug for takaful and use all fund to buy DSonic around rm3 and you can see that takaful dropped immediately after that. Never regret buying dsonic. Then after few months, there are more news about takaful and push it above rm10 and new target was set. I believe it can go back to above rm10 when the dividend payment is closed.

I only sell good stock if I find a better one. Then I sell DSonic to buy ecoworld, mkh and brem. My pick got 50% change kena UMA :-)

General

2014-01-27 22:58 | Report Abuse

Has anyone looked at SAB?
I also suggest Pestech, MKH and Matrix.
Another one to watch is takaful and price has dropped much and since it give very high dividend and if market bounce back, it will become be up like in last September.
Be careful guys and remember don't play contra and avoid penny stock. Don't gamble your house !

If index is going to bounce back, then blue chip will win, it's a double edge sword.

General

2014-01-27 17:24 | Report Abuse

I bought inari at rm1 and out at 1.63. Fundamentally good and going to main board soon as application was submitted.

I wouldn't hesitate to grab again if there is cheap sales. I think today market more or less factor in the bad news. Today FTSE is also down and may be another day of sell down and then wait for the tapering news.

Keep an eye on 29 meeting outcome and prepare for your shopping list
:-). Today our portfolio really looks like chinese new year and make a lost!. Let's see how it can holds out in the long term.

As expected the boring stock CBIP is hardly move. This is a very good one to preserve fund like a bond but got potential to rise in the future.

General

2014-01-27 00:19 | Report Abuse

Sorry guys, the remindser mentioned it before the package was awarded. When I looked at it, it was rm 1.20 before bagging the contract. Now it is a lot different with contracts in the bag. Things has changed a lot since.

Stock

2014-01-26 07:39 | Report Abuse

Wait and see the result of tapering meeting. It's nothing to do with local politics. Stay sideline for few days.

Stock

2014-01-26 06:13 | Report Abuse

Just remembered that I also have Prestaring that is oil related as they train their employee. It can benefit from oil industry but also other income by education for other industry. Best of many worlds! If you want to discuss more and share, please feel free to goto this thread http://klse.i3investor.com/servlets/discuss/610971.jsp and in the thread, I shared some of my portfolio pick earlier in the year.

Stock

2014-01-26 06:04 | Report Abuse

slt, I don't have pure oil stock. I bought puncak long time ago around
2 ish. Mostly palm oil stock and CBIP can also be considered oil and gas as they have purchased another oil and gas company.
I also bought Oil related stock like coastal long time ago.
To me oil and gas is too volatile and risky. You can earn big but lose big as well (think about BP). Also bought hibiscus but dump it as I don't like too much insider information that I have no control of.

The best time to buy oil stock is when they is war happen in those oil rich Arab countries but it's a lot more difficult to fight with those oil trader.

Palm oil stock is a bit safer as it can be turned into bio gas and used as other product. I like the fact it can provide more than one source of income. MKH is even better with both property and palm oil

Was looking at Barakah before but didn't buy because of warning from my remindser.

Stock

2014-01-26 01:06 | Report Abuse

Someone said Kajang is a satay place, look who is building in this town
http://www.propertylifestyle.com.my/news2/investments/item/3950-property-hotspot-semenyih-and-kajang

General

2014-01-24 18:21 | Report Abuse

Also don't forget CBIP is good one to keep in if you are not sure whether it will turn bearish. The price is quite stable and good dividend , a boring stock but good to preserve fund.

General

2014-01-24 18:17 | Report Abuse

invest1818,

I think KLCI is mainly affected by US tapering meeting and China recently data. When China post bad data it affect Dow. Also the tapering is start to taking effect and cause volatility in Asia.
Also when US economy is picking up, asia is normally affected.

The market is concern about additional tapering to $65 billion and may withdraw fund ahead of the meeting to reduce exposure until there is some certainty. If the $65 is announced, they will be some downtrend initially and once the news is digested, then it will bounce back. If the outcome of the meeting is to remain $75, then expect an immediate upside. The rally may take few weeks and that's the best chance to sell before the next meeting. If you understand the cycle, then you know when to buy low and sell high. This is just my personal opinion, I may be completely wrong.

In first phase of bear market, blue chip will be first to be affected and when the bull in the first phase, blue chip is also the winner. So I will avoid blue chip even it is fundamentally strong as there is more involvement in foreign fund.

In down trend, buy less affected counter like dsonic and also some high dividend payment stock instead of growth stock and at least you got some income.

Market is unpredictable as there are too many unexpected event can occur. A change of policy by China and US or some war can affect the market suddenly. Good luck brother.

Stock

2014-01-24 06:33 | Report Abuse

Pavilion, there are two camps on this i3. One type is like you to give reason why we should buy or hold shares. The other type is always talk down the share. I have noticed these people also have good eye and most of the time when they post, I know it is near the bottom and I take it as buy call ;-), otherwise they will not waste their time here. Browse their history and you will be surprise they have very good stock pick.

I gradually welcome these people and they make me examine and question why I buy the share and should keep it.

I have to give honour to slts, optimus prime, invest2million. I may start creating a hall of fame blog. :-)

General

2014-01-24 05:01 | Report Abuse

Thanks. Of course only buy back when it turn up trend again. I normally use Chart but sometimes if it is a good value counter you just need to bite the bullet as the window may be small like what happen to ecoworld recently. If the whole market is down then the view is different as the downtrend is not affected by fundamentals changes. Need to keep a close eye on foreign fund.

It is almost impossible to beat the computer algo trading. Sometimes in trading floor when the us job data is published or qe meeting result is out, you can see all screen turn green or red depends on the result in a matter for seconds. So it is better to be safe to buy good value stock for long term instead of buy/sell based on news flow.

Stock

2014-01-24 02:40 | Report Abuse

Need to buy from kk123 then lol. Optimus prime, you just don't use foul language, you will be alright.

Stock

2014-01-24 02:33 | Report Abuse

Lol. That will certainly make more baby by accident. Good for long term sales :-)

Stock

2014-01-24 02:27 | Report Abuse

That will be nice. 2.6 even better. You sell I will buy, thanks.

Stock

2014-01-24 00:31 | Report Abuse

If you are in doubt, read the 24 pages article properly how they calculate. Then present your own calculation and if you think it worth 2.6. Tell us which part of the estimation is in exaggeration and been manipulated.
They said the it is a 12 Month Price target. No one says you get it overnight.

http://www.insage.com.my/ir/cmn/downloading.aspx?sFileName=14002000009067&sReportType=RR

If they manipulate the data too much, I am sure no one will trust them any more as simple as that.

General

2014-01-23 18:36 | Report Abuse

Agree with asamlaksa regarding Zhulian. I have avoided this counter from day one. My mentor asked me to chose between coastal and zhulian when both was traded around RM3.2 - RM3.5 and my first reaction is to think about the stability of the income. Coastal won contract and earning is in the bag and Zhulian profit is based on hope that more people will buy food and once it is affected by the political issues in Thailand, it will go south.

Almost all counter are red today. It will be a good chance to study which one stand firm and which one is the goreng one. It's a good chance to look at several undervalue stock and prepare to buy. When people sell you buy. When everyone say buy, you sell.

Yesterday top gainer can become today's top loser. Today's top loser can become tomorrow top gainer.

There is also some funds preparing for the next QE meeting at Jan 28-29. So we can expect big funds pull out to reduce risk. Since UK and US economy is picking up, some fund may divert their fund to these countries.

Personally, I will choose MKH as the fundamental is strong. The revenue of property has increased 60% and plantation business has started to contribute to the earning. Once all those kaki that hope the counter price can be double gone, this price will gradually rise according to the earning.

The top criteria I choose for stock is that the earning prospect must be good. Then the market will be adjusted to it even after big selling.

Like setia, the earning is in the bag because lots of unbill sales created last year but can it last? Some can still buy it in expectation of asset injection but I think the profit will not be as good and will be another Zhulian once all the sales is billed and no fresh revenue.

Stock

2014-01-23 18:19 | Report Abuse

slts always want to buy cheap, he is another extreme vs analyst. Analyst give you sky high target and slts give you hell low one :-). An average between the two will be better. I always take the target at a pinch of salt and add some margin.
You cannot compare Zhulian with MKH. Zhulian is affected by the sales in Thailand and political issues.

The reason the target was double is because this is the first year plantation business helped increase core profit in 2013 by 96 per cent. It will be even better when tree reach year 7 years. They are also planning to acquire an additional 20,000ha. Palm oil is essential product and can be used as bio diesel. The current CPO price is still low and the potential of upside is great.

I will take this opportunity to buy more as the final report will be as great as ever and the same percentage cannot be repeated next year until the extra 20,000ha bear fruits

Zhulian will not able to achieve that. I was asked to by Zhulian at 3.4 sometime ago, the first thing came to my mind is the political instability that may affect the revenue.

Stock

2014-01-23 07:14 | Report Abuse

http://www.jobstreet.com.my/jobs/2014/1/s/10/2157724.htm?fr=J
Even the reception has gone :-)

1700 staff left setia since 2013 and more is leaving. 15% of the company!!!
Still have not wake up?
http://www.btimes.com.my/Current_News/BTIMES/articles/20140122165643/Article/index_html

General

2014-01-22 18:40 | Report Abuse

That's why I like Malaysia stock. Incredible increase can occur.
http://klse.i3investor.com/blogs/bfm_podcast/45285.jsp
I have 5 from the list :-)

General

2014-01-22 18:11 | Report Abuse

invest1818, I did buy few european banking shares at great discount after Lehman collapsed including hsbc hk at 35. Can't say I make a fortune but all of them have increased 100%-300%. These chances are rare and only occur once or twice every decade. I have saved some bullet and waiting for the next crash :-).

Recently also bought some royal mail shares at IPO at 330p and it's on the way to be double.

Just need to be brave enough at the right time to pick up value stock at major crash.

Like ecoworld, not many brave enough to buy when it crash to near 3.5 and lots of people chasing high when it was heading to 4.85.

In the last few days, most shares are down because of profit taking near CNY and I also take it as small chance to top up.

XDL drop is amazing. If you buy chinese counter expect it to drop near chinese new year. Althought TA is helpful, you can never expect incident like this. Penny stock also easier for people to goreng so that's another reason I try to avoid unless you stay at the monitor all the time. (Look at the top 20 most active stock)

So FA has to be go first before TA. TA is only helpful when the shares follow a pattern for sometime. I have seen a few case that shark play counter act the TA, for example purposely push price to cross above MACD and then sell them when other TA followers buy.

If FA is strong like DSONIC, you don't need to panic when it drop below RM2 and you know that it will bounce back because it is still undervalue.

Stock

2014-01-22 06:45 | Report Abuse

After reading the news in the last two days, everyone may ask a question that why Liew remain as chairman of battersea powerstation and managing director of Qinzhou.
My initial thought was that he is a responsible person and he want to finish what he started.
The more I think, the more I understand the benefit of him staying for the time being. Battersea powerstation and qinzhou project are not only the highlight of Liew's career, it is also a show case to the world that Malaysia boleh.
When this project is about to finish and I am hundred percent sure that it will attract more business for Malaysia property firm. Whether Setia like it or not, as a chairman, Liew will be first in touch with anyone for any new project and proposal to do something big like these two projects. Guess what he is going to say to these people - Ecoworld :-)
He is more clever than we think.

I hope that we can accumulate more when the price is correcting but I am afraid we may have missed the last boat last week. If it was not the unsual UMA, the price already in the sky.

Anyway, good luck and may we hold tight to see the future success of this company.

News & Blogs

2014-01-22 01:43 | Report Abuse

Here you go with some feng shui sifu said wood related stock is worst and we have another sifu here recommend wood related stock is best. If you say fire related stock is good, does that mean all of them good.

Can a property stock related to wood, earth, metal, water. It need all these to build it.

Why I don't believe in Feng Shui? Simply because the world most famous investors do not know Feng Shui and they are still pretty good.
If you study carefully what the Feng Shui master said, it is normally 摸棱两可 (It will be right either way).

So let me predict this year, banking stock will be good. Then at the end of the year, I just pick two bank with best performances and said, see how accurate I predict. What about the rest of the bank?

I understand feng shui can help you to adjust furniture and to make a better design but apply to stock, I just don't get it.

I am not try to offence anyone, just doesn't find it make any sense. Just my two cents

General

2014-01-22 00:49 | Report Abuse

I recommend this to start with
http://www.amazon.co.uk/Warren-Buffett-Interpretation-Financial-Statements/dp/1849833192
Although it will be better if someone can find books for malaysia stock market.

General

2014-01-22 00:31 | Report Abuse

I am in London for nearly 20 years and working in Investment bank.
I am here because I didn't get credit in Malay :-) end up studying here with scholarship. That's all I can tell and like to remain anonymous.
30%-40% is just my wishful thinking :-). Just read lots of report and news. You all bought Dsonic and already achieve 300% , so all of you sifu already haha.
Nothing is guarantee. Let's just share with each other.

General

2014-01-21 23:40 | Report Abuse

And please don't say my pick is always good. If I am right 7 out of 10, I am happy. I need to learn from you guys as well since we share the same view. Don't forget, unclez is also our mentor although he never appear in this thread :-)

General

2014-01-21 23:38 | Report Abuse

Thanks for your insight Chrollo. I think your chart reading skills is pretty good and we may learn greatly from you. Will you able to share how you learn from this?

You may not believe the reason that I don't play penny stock. Because of the timezone difference, I need to ask my remindser to execute trade for me and he charge buy or sell RM40 minimum of it is lower than 0.07. If I execute trade myself, I would need to wake up in the middle of the night. Or very early in the morning when force selling time occur. Profit margin is also not good and I want to win big and my target each year is 30-40%.

Since I am not buying and selling frequently, I normally choose something that can grow in the long term (2-3 years). I may start playing penny stock in the last phase of bull cycle when mid size stock not moving enough.

General

2014-01-21 22:35 | Report Abuse

Forgot to add, buy at your own risk :-)

General

2014-01-21 22:33 | Report Abuse

I don't play penny stock normally except OCK, however, I've got one recommendation - Destini Berhad. It's one of the crony stock. It has won a 3 year contract RM46.3m to supply defence equipment to the Royal Malaysian Air Force. So earning is secured. Chart is looking good as well. You need to buy at the right time based on the chart. It's on the next up cycle.

General

2014-01-21 17:06 | Report Abuse

A quick look at AEONCR (one of the big lose in our portfolio) and it seems it is in downtrend mode for sometime and looks like it's going to reverse soon and need to keep an eye if it cross the MACD

General

2014-01-21 16:57 | Report Abuse

Today our portfolio Kossan, CBIP, Vitrox and Brahim are doing very well. Invest1818 must be very happy with your Kossan :-)

General

2014-01-20 22:32 | Report Abuse

I don't give tp, sorry but if I said it is undervalue, there is only one direction to go in long term. Tp can changed everyday. One thing need to be careful is the impact of a sudden problem like aviation flu, war and etc. Need to watch closely the news. I may be wrong as well. If anyone spotted any problem, I would also like to learn.

Stock

2014-01-20 22:10 | Report Abuse

I have to give high respect to Liew as he is such a responsible person and want to deliver what he promised even officially he no longer work with Setia.
That's what I call reputation. It's very foolish to checkmate him.

I am wondering what those acting president thinking. If I were them, I will leave. PNB must be thinking of replacing them with KangKung :-)
Anyway, let's see how he is going to mentor his children. He is training the V2 of Liew. Great potential.

General

2014-01-20 21:54 | Report Abuse

Btw, for those that are interested, I have set up my owned portfolio with reference on 2 of Jan

http://klse.i3investor.com/servlets/pfs/26956.jsp
We can compare at the end of the year.