My favourite investment quote is this. âIt is not how fast your investment appreciates that matters but how sustainable the gains are.â --- Tan Teng Boo
Followers
3
Following
0
Blog Posts
6
Threads
909
Blogs
Threads
Portfolio
Follower
Following
1 day ago | Report Abuse
I agree with Alexho's views on Shangri La Hotel
1 month ago | Report Abuse
CAPITALA is a sleeping giant. Once awakened, it won't linger below RM1.
The Airasia group has expanded its business beyond airlines, but Mr. Market is too fixated on its current status of PN17 and lease liabilities to recognise its value. Cashflow had been positive in recentmost quarter too.
CAPITALA is one of Malaysia's success stories and should be worth more than its current market cap.
2 months ago | Report Abuse
Volume & price is creeping up since last month. Krono investors may have some good news soon after waiting for so long.
2024-01-11 22:59 | Report Abuse
Interesting saga. YNH & Rapid Synergy may be staring at more limit downs.
2024-01-10 20:19 | Report Abuse
@Fabien _the efficient capital allocator,
Thanks for your valuable input. Very rare to see insightful comments in i3investor nowadays.
2024-01-09 20:10 | Report Abuse
ICAP: slow growers
UTDPLT: stalwarts
KGB: fast growers
HIBISCS: cyclicals
BIOHLDG: turnarounds
MKH: asset opportunities.
2024-01-08 22:11 | Report Abuse
@Fabien _the efficient capital allocator,
As much as I'm delighted that Genting has risen after a long period of sluggishness, I don't see much growth coming from it. Deep value asset plays have not been very rewarding to investors in recent times.
2024-01-02 23:27 | Report Abuse
enigmatic's Stockpicks 2024 is based on iCapital.biz's CD Timer portfolio (top 10 largest weightage).
7 out of 10 stocks here are not selected by any other contestant. (the exception 3 are: CAPITALA & HIBISCS & KGB).
This portfolio portrays a balance between growth & stability. Downside risk is protected without sacrificing upside potential.
2023-12-29 23:17 | Report Abuse
Capital Dynamics' CD Timer Portfolio, which I referred a lot for my portfolio, ranked Top 20 for 3 consecutive years. (2021, 2022, 2023)
This is proof that Tan Teng Boo still got his mojo
2023-12-29 17:45 | Report Abuse
Hi, Mr. Tan. I'm No. 20 in 2021 + No. 18 in 2022.
My picks for 2024:
KGB 15%
MKH 15%
BIOHLDG 12%
PADINI 12%
CAPITALA 11%
UTDPLT 11%
ICAP 10%
SURIA 6%
HIBISCS 4%
HPMT 4%
Thanks!
2023-12-08 21:20 | Report Abuse
Someone pls notify Kelington Group Legal to send a warning Letter to Calvin Tan. Otherwise, he won't stop posting such malicious articles.
2023-11-26 22:56 | Report Abuse
The plunge in share price has got me interested. Probably will enter if it falls further to RM1.30+ levels.
2023-11-26 22:28 | Report Abuse
3iii, what do you think of HIBISCS? In view of the sustained high oil demand & high oil prices, coupled with Hibiscus Petroleum's acquisitions in recent times, shouldn't HIBISCS be trading at higher valuations? Its cashflow has been pretty strong too.
2023-07-03 23:39 | Report Abuse
DividendGuy67, I'll reply you on my personal capacity & understanding as a shareholder.
1) ICAP is not a speculative fund. Otherwise, TTB would just trade goreng stocks, instead of buying boring stocks like UTDPLT or SURIA.
2) Why would TTB sell PADINI when PADINI dividends has reduced the cost price to 0?
3) SAM is meant to be purchased for the longer term. Some of SAM's shares were sold when the share price went up too quickly previously.
4) TTB applies similar value-investing principles to Buffett, but doesn't invest totally like Buffett. When Buffett sold airlines stocks, TTB purchased Airasia (now CAPITALA).
5) But I agree with your point that the discount to NAV is a structural one, although I differ on the point where a bull market will shrink the discount. ICAP had been trading at a discount despite the bull or bear market in the past 10 years.
6) Whether a portfolio is concentrated or diversified, is not a problem if it delivers good returns. I fail to see why that is an issue with TTB, when Buffett also applies a concentrated portfolio investing method.
7) On dividends, ICAP never claimed to be a dividend fund. In fact, the issue of dividends should not arise, unless ICAP decides to change its aim to a dividend-paying fund. Note that the two special dividends given in 2013 and 2022, were under very exceptional conditions.
2023-06-20 23:54 | Report Abuse
I concur with Johnzhang's interpretation. What Boustead Holdings' is saying, is different from what The Edge is saying. Those who understand will get it.
2023-06-17 23:04 | Report Abuse
According to Public Investment Bank Berhad's Research Report dated 13June2023, TSH had the lowest realised average CPO price in 1Q2023 at RM3555/mt, compared to Chin Teck, FGV, GENP, IOICORP, KLK, SWKPLNT, SIMEPLT and TAANN.
2023-06-16 22:42 | Report Abuse
trader808 is right and his/her past comments are very informative and helpful for us to gauge the situation. We also should not use past share price to determine its "cheapness". "Cheap" does not mean you can profit from it. Investors of HapSeng unfortunately are caught between a rock and a hard place.
2023-06-02 23:05 | Report Abuse
Bamboo-style value investing still produces satisfactory returns.
2023-06-02 23:01 | Report Abuse
The stocks in your portfolio are evergreen. Those are the ones that I'm looking at. Companies that withstood the test of time and survived recessions.
2023-05-26 23:39 | Report Abuse
I'm starting to see value emerging in consumer stocks, especially beaten down ones with rather good cashflow. What do you think, 3iii?
2023-05-19 01:11 | Report Abuse
Excellent advice from 5 years ago. Still applicable as of now.
2023-05-19 01:07 | Report Abuse
Form is temporary, class is permanent. Great companies will always beat mediocre companies consistently from medium term to long term.
2023-05-16 01:06 | Report Abuse
On sleepless nights like these, Padini is one share that won't give me sleepless nights. Simple yet beautiful stock returns.
2022-12-31 17:35 | Report Abuse
For the 2nd consecutive year, the Stockpicks based on icapital.biz's CD Timer portfolio has performed well, ranking in the Top 20 of i3investors 2 years in a row, which is like Premier League status of English football tiers.
Hopefully, this fine performance will continue for the 3rd year.
2022-12-31 16:50 | Report Abuse
Hi Tan KW. I'm enigmatic, No. 20 in Stockpicks 2021 & No. 18 in Stockpicks 2022.
Here is mine for 2023:
1. KGB - 14%
2. CAPITALA - 14%
3. MKH - 14%
4. BIOHLDNGS - 12%
5. PADINI - 12%
6. UTDPLT - 10%
7. ICAP - 10%
8. SURIA - 5%
9. BSTEAD - 5%
10. HPMT - 4%
TQ & happy new year!
[Stockpicks 2023 is based on iCapital.biz's CD Timer portfolio (top 10 largest weightage). Hopefully, next year I'll still be in the Premier League of i3investors.]
2022-09-29 20:43 | Report Abuse
Can we know the reasoning behind your sale of RHONEMA? And why MYNEWS, which has similar business model to QL's FamilyMart? A bit curious here.
2022-08-16 13:28 | Report Abuse
Mr. Philip should delay announcing his buys next time.
The funds obviously saw his announcement of 1.87 buy price yesterday & intend to force margin call by pressing down the price of HARTA.
Can't see other reason why HARTA share price is thrown down today while the rest of glove stocks have merely dipped a little.
P.S. Everyone is allowed to comment, but some hooligans here are simply toxic trolls that should have their comments removed.
2022-06-19 17:09 | Report Abuse
skoh888 is right.
The non-stop postings of Calvin Tan of his repetitive promotion of TSH and his favourite plantation counters is getting annoying.
It is also incredible that only a handful of users of i3investor.com bothered to post opposing views to Calvin Tan. I still remember the days where he used to spam postings on NETX.
2022-06-19 11:32 | Report Abuse
Investmalaysiaa and Maxpowar represent the worst kind of forumers on i3investor.com.
They start insulting you when you are down and throw you with barrage of criticisms while contributing nothing.
Their comments are nothing but unjustified direct attacks on a person.
Philip ( buy what you understand) has mentioned that his intention is not to show off, but to provide the public a guide to how investing can be done. There'll be times where he'll be right, there'll be times where he'll be wrong.
2022-01-01 17:19 | Report Abuse
ana_xago_ras,
Tan KW has mentioned that we have to monitor & adjust our stockpick portfolio regularly. He cannot do it for all 80+ of us.
Therefore, the true rankings may differ.
2022-01-01 11:36 | Report Abuse
Similar to last year, enigmatic's Stockpick 2022 is heavily based on the purchases made in iCapital.biz's CD Timer portfolio in year 2021. Stock Pick 2021 generated positive returns, which is not too bad amidst a challenging market.
Interestingly, with the exception of KGB & Airasia, the remaining stocks are not picked by other participants of Stock Pick Contest Year 2022 thus far.
2021-12-31 22:55 | Report Abuse
THanks, Tan KW! Appreciate your effort!
2021-12-31 16:50 | Report Abuse
Kgb 14%
Padini 20%
Mkh 22%
Airasia 16%
Bioholdings 4%
Biohold icps 3%
Icap 11%
Parkson 5%
Airasia rcuids 5%
2021-11-13 10:49 | Report Abuse
cnman53 should raise his/her questions in AGM. You always appear here before ICAP's AGM is held, even last year.
2021-09-22 21:52 | Report Abuse
Philip, what led to your decision to average down Hartalega & Serba Dinamik yesterday?
2021-08-21 17:41 | Report Abuse
3iii is savage
2021-07-07 21:48 | Report Abuse
Anyone noticed that for the past 5 years, Krono share price will rise from Jul-Aug? Not sure the reason behind this occurence.
2021-04-20 21:18 | Report Abuse
AngryBird, you're right. He seems to like trolling around good stocks.
2021-04-13 13:44 | Report Abuse
The close end fund added Airasia, Bioalpha, KGB, Krono, MKH, Suria & Tongher in the last quarter. Where are the critics that say TTB sits on cash forever?
2021-03-17 12:08 | Report Abuse
Genting reached my TP of RM5+ quicker than expected
2021-02-15 18:09 | Report Abuse
roger3210,
You've done your part. We only can share views to those who're willing to listen. For stubborn closed minded ones, it's like playing music to cows.
2021-02-15 15:18 | Report Abuse
If this is a pot of gold, why dont people rush to pick it? Is there some OTHER REASON?
2021-02-15 15:15 | Report Abuse
If this ARBB is so good, why dont fund managers buy & feature them? THINK.
Do you think you can spot a gem, when the professionals who study stocks daily refuse to touch it?
2021-01-19 11:32 | Report Abuse
There is no way Supermax will be privatised.
When a company is listed on Bursa, it attains extra prestige. Why stop at 20 years of profitable listing status when you can enjoy another 20 more years? Very few companies can achieve the premier status of many years of not suffering losses.
If the Thais want to privatise, they would've done that last year when prices were even cheaper at below RM5. That would have ensured even more profits to be enjoyed, instead of sharing with thousands of other shareholders now.
Seems like people are desperate to support the price of Supermax shares that privatisation can be used as a speculative reason to buy the shares now.
2021-01-18 12:56 | Report Abuse
Unlicensed "gurus" are aware that whenever they put disclaimers like "for sharing purposes only" or "for education purposes only", they will not be caught under "giving unlicensed investment advice".
They know SC can't get them, because if SC were strict, no one would be able to post their views on stocks without a license.
2021-01-16 15:27 | Report Abuse
Your article is more persuasive than GillianTan78's name-calling article.
Stock: [PARKSON]: PARKSON HOLDINGS BHD
1 day ago | Report Abuse
Fairly valued now. 10sen would be my preferred entry at this cigar butt stock.