emperorvalue

emperorvalue | Joined since 2020-07-18

Investing Experience Beginner
Risk Profile High

The Emperor of Value is here. I see value, I buy. Simple. No need long explanation. Just buy, sit and watch paint dry. Hahaha! Investing is easy.

Followers

0

Following

10

Blog Posts

0

Threads

5

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
5
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2023-09-25 09:51 | Report Abuse

never traded before, but just gonna trade for budget 2024, solar players running, pekat seems like havent run

0.480

Watchlist

2023-07-14 15:16 | Report Abuse

Just sold innature at 0.555

Thesis is wrong. Perhaps can sell at higher valuation once market re-rates and collect dividends while at it. However, opportunity cost situation has arrived. I didn't even include the dividends I gained for this portfolio, which I should, but lazy.

Bought FFB at 1.09

Market overreact. They don't know the situation and seems like Mr. Loi has gotten his stuff tgt. Production is running smoother, lines back then and costs isnt hedged properly. But not is different.

Growth will come from other products like mass ice cream and premium ones that compete with kit kat, magnum and stuff.

Milk very OP and epic gamer moment. Mr. loi, to the mooooooooooo-n

Watchlist

2023-05-14 22:11 | Report Abuse

sold harta for kossan!
should have sold keinhin, but wtv. small position gonna just use it as bonus

why kossan? more cash, means likely to survive this oversupply crisis and most likely to last to reap the rewards for glove recovery

consolidation happening, top glove bad state and intco gonna bleed top glove to death, or at least other players too!

price of harta sold is 2.23, kossan bought at 1.37

Watchlist

2022-12-23 21:31 | Report Abuse

Just sold half of capital A to buy MyNews, they are convenient store that will be more profitable soon. Price is RM0.615

Watchlist

2022-11-28 23:11 | Report Abuse

Date 28/11/2022. The rise of the emperor!

Capital A - RM 0.56, Let's fly!!! consolidate SEA, recovery, epic, tony debatable nature, but he is an entrepreneur
Dufu - RM 1.74, HDD still relevant, management strong, skin in game, me like
Harta - RM 1.83, asp normalize, consolidate, most efficient, good relationship with usa, good management
Innature - RM 0.54, great marketing, low cost product, vietnam growth, div pay 4%, pe less than 25
Keinhin - RM 1.16, seems cool, lazy to write, last 3k for this stock
Timecom - RM4.83, great moat, cost efficient, management strong, still has room to grow, urban areas

Let's see how my empire grow! Call me the Emperor! Hahaha! Short 1 sentence also can invest. Too ez!