bursa will be below 1000 point prior to the end of chap goh mei during the coming snake lunar year!!!

If PKR win in the coming GE, bursa is expected to touch 3000 point in the next 2 years.

They are able to resolve the leakages surmounting our economy system since the last 30 years.

Bravo Rakyat power!!!

Essentially, one of the best way in discover the hidden gems is to find the euphoria that could trigger the motion both in the intrinsic business value and the price simultanuosly.

I term it as "thematic play". For example....in the water sector .....the pahang-selangor water project...what will happen to the water-linked stocks when the BN regaining the power in selangor???? using the formula outlined above.........you choose your hidden gems....ok...

sit leh (hokkian).....perhaps in this new year...i comes with new serious style that back up by the new resolution .....to discover the hidden gems.....kikikiki

If would be more difficult to discover the hidden gems during the bull cylce especially after few years of up cycle.....

As i said it......the are two components in the equation of the hidden gem :

Hidden gem = f( business value > equity price)

Both of the components are variable; moving up and down according to the earning cycle, competitive landscape, abnormal cost incurred, the equity market sentiment etc.

Hence, the key to discover the hidden gem is ultimately lying in:

1) your ability to spot the movement if these variables both the value and price of equity in advance. This require industry experience or the so-called core competency.

ii) Be a contrarian. you need both the gut and bullet (capital) as pre-requisite to be a contrarian.

iii) Trigger actual the actual action and hold it like a fanatic....


I would be upset if you can't make yr ten bagger....

HI KC.....the research is confined to the paper research....lacking of industry experience....or worse still.....conned by the bad management who know how to cook the account.....remember the story of megan media and transmile????

all of us are making mistake. there is no exception to the institutional player. In fact.....sometimes due to the conflict of interest.....the recommendation is bias.....

Him tonylim.....better keep my mouth shut..otherwise..the white knight will becoming white elephant! hehehehhe

THis is the perfect timing to describe the cyclical stock....steel stock.....as long as you are in this industry.....inevitable....the performance is either in red...or profit in dropping trend.....sure follow by the drop in price......the seed for the formation of hidden gems has been laying down......and .......

the cyclical stock is oledi cover the recovery stock. Remember ...the mismatch between value and price equation???

Take for instance....asset theme....the value of its asset is yet to revalue or realize.....Daiman......NTA is about rm5....but the real value of its NTA is more than rm20..........most asset is located in sri iskandar......

One of the good method in discover the hidden gems is to categorize your finding into the specific theme:

i) Asset stock

ii) Growth stock

iii) Cyclical stock

iv) Mismanagement stock

hi davesingh.....i think you are in the right direction.....shouldn't drain out yr energy on unproductive argument!! Congrat!!

to explore the possibility of becoming a white knite....

Hi Melvin.....i'm fine! very busy recently as i was invited to access the possibility of turnaorund a public company that listed in PN17....

The price of these counters were dropped well below its intrinsic value previously and rebounded again ......

KC......if you have done your research well.....you won't be surprised by the mistake made by the so called institutional players. Also.....no one could predit the industry reccession accurately or the factors outlined in my write up above....

Take for instance......KPS.......ingress, Kfima, alam martini....all showing the same..

Hidden gem = the stock that inherited with the issue of "mismatched" between its intrinsic business value and its equity price.

There are few scenario for the "mismatch" with the same synptom i.e. drop in profit or/and recorded loss in business:

i) industry in recession mode

ii) inherited with the ealirer wrong investment

iii) Big capex invested earlier and cost in without full stream of potential revenue


To qualify for the league of hidden gem:

i)The balance sheet must be in pretty good shape with the debt in the manageable level or the best with no debt.......

ii) the institutional fund must be in the top 30 shareholders.

iii) the management has no proven bad record in the industry.

iv) ROI and ROIC showing healthy growth

v) You know the industry well

Hopes....this is a good food in your quest for the real hidden gem.

Happy investing 2013!

no pain no gain mah.....hehehe

Without the dollor and cents....human being is very easy entangled with the issue of security and self-worth. Hence,the phenomena outlined by you is inevitable.

When you comes to bursa, it's better equipped yourself with the big dreams....he he he

I could sum up the following principles in equity investment derived from my 25 yearss of experinece in Malaysia stock exchange:

1)If the company cannot generates consistent profit from its business,
virtually the company cannot making money for the investors in the
long run. Hence, the option for investing is rather easy and self
explanatory. You shopping lists shall exclude non profitable
companies. Remember the Buffet saying.....rule 1...never lose your
money.....and rule 2 .....never forget rule 1.


2)Trying to time the market for shortterm capital gain is tantamount
to the action of going to Genting and bet against the banker;the
ultimate outcome is inevitable - loser ! You can win today, tomorrow
and the day after..... but the odds against you as the period
prolong...eventually you will end up as a real loser! So, never
never indulge in this sure losing game if you are mind is not goal
driven and your heart is not iron made.

3) Price movement and profitability of the company must be in the same
direction ultimately. You should not come to Bursa If you can't
understand this statement. This is the curcial pillar of successful
investing, the underpinning of your investing framework. Any
mismatching between the two.....should enable you to trigger your
shopping list...

4) Your ability to comprehend the profitability equation of the
business of the company you are eyeing and your ability to
anticipate the its upciming trend....will leads you to
superior profit in equity investment. This skill....buffet and
other gurus term as industry core competency, insider connection
etc.....

5) If you have sharpen yr skills in item 4.....you chance to marrying the superior company (without divorce) is getting closer and sure comes ultimately....

I accept yr comment....that's fact......and i'm proud of it....and i'm grateful becos inherited part of her grate value in life....i will not be what i'm today without my 2Ls at homes....

The have been awarded to build the KK time square....

I just returned from China ....supposed to Japan but last minute my mom had decided .....datin and myself have to follow her...so no more visit the kingdom of ladies this time around....really.....kikikiki

1) Any papar gain from equity that is not substantiated by long term business profit....would be a rainbow phenomena .....as your fate will be decided by the ultimate banker when they decided to unlock the profit.


2) No one could antiucipate the momentum accurately to the extent the ultimate banker also unable to predit the timing....the behavior from the crowd will be the decider....not you and me; not even the banker...

Momentum investing is unsustainable. I made rm10KK in the 1992-1993 bull cycle.......but naked loss with actual loss more than rm120K when the bull eventually turned into the prolong bear cycle.......there is no such guru that will be able to interprete the trend......

1)Making and losing momey in stock market is part and parcel of my investing experience. As the old saying goes "no pains no gains" was the ultimate truth in equity investment provided i'm be able to profiting from my experience!

2) Knowledge and report research are crucial but without the elements of core competency (insider/industry information) and luck .....you wouldn't be able to reap superior profit in equity investment.

3) The quality of your character and inner mind are far more important than item 2 mentioned above.

4) Trying to time the market is the ultimate losing money formula in equity market when the inevitable bear and pundit rear it ugly face.

5) Quick gains in investing is not sustainable; virtually detrimental to your investing life

I just done a research.......the land is value at least rm0.39/share. However, the value of land will be much higher if the kick-off with the real project....If you have spare cash.....buy and keep....the return is expected to be 300%!!!

small mind attach to tree and big mind obssesive to forest. We need both the small and big minds....in order to emerge as a winner in the bursa world.Hehhehehe...

one day momentum trading and making rm8.3K .....just enough cofee money for LCL or equivalent ladies on this saturday....hehehehe

xdl lai lioa!!!

BJ corp ....lai lioa...

you are absolutely correct, Petracot!!!! i had accumulated 1.2KK units but have to pay up the price since early oct.....otherwise....it's extremely difficult to accumulate further

If that is true, he must be loss more than rm500K in HB!!!!

petracot = mieco professional promoter? hehehehe

zheng zheng chia chia and chia chia zheng zheng.....aiyoyo...HB, SOZO!!!hehehe

BTW.....no everyone hate buaya......at least my experience with the ladies tell me that...hehehehehe

In the "affair" like this.....it's a mixing of courting and hoping...becos....i like to trap the buaya although it can be the other way......maybe ....i also carried tha nature of "buaya"?wa ha ha !

zero holding, KC!!!!

I'm so lucky.....managed to escape from the last "Sozo saga" with the return more than 20% in less than 8 months.......maybe baocs of this.....have a bit of "feeling" on this either hamburger or habis counter.....perhaps as exicting as courting a mistress!!!hehehe

HB = Hamburger or Habis???? interesting! Exciting! Hearth attacking! hehehe

B4 20 NOv.......HB will report tripple growth in revenue and double in profit.....a new nnouncement in corporate execise with confirm payment in dividend??????????

Firstly....announcing the qtrly report with the revunue and profit figures that could hearth attack the investor ....and then default the payment in dividend....really......only can happened to a person that "sozo" and sure "HB (habis)......with this stock.......surface information........or otherwise......

It's very interesting to observe this company.......it seemed to me that the controlling shareholder tend to delay the payment of dividend ......perhaps want to drag down the price further for the reason known by him only..............sometimes got to be more creative a bit as surface information didn't allow us to read the mind of the cunning!hehehe

mieco, meico gua ai lu......

the new investor will be emerged soon but ....i think it's not from the thais.....instead......let your imigination run wild....hhehehe

mieco will be my last trading stock in 2012.....making net rm1kk is achievable if hit mt tp rm0.8....

LCL - Lim chee lin, the pretty lady..not the stock listed on pn17....hehehe

Perhaps....mieco is very much better than LCL now!!!!

my TP is at rm0.80.....watch for big announcement on mieco soon!!!!