Malaysia's GDP reported good growth. PADINI should follow suit.

Not a screaming buy yet

Major shareholder from China seems to think UNISEM is undervalued at this price point

chonghai,
Probability for this Closed-End Fund to dissolve is highly impossible. Many shareowners would want its continuance until the Designated Person passes on.

Interesting to see vastly opposing views here. Only time will tell who's correct.

Undemanding valuations.

Very exhausting to hold this stock. We were promised growth but it seems too slow.

Those who did not buy NOTION above RM1.50 would have averted great losses. Those who are even more prudent, would not even think of buying NOTION.

High inflation dampened consumer's purchasing power this year

My fair value for AVALAND is RM0.46.

Fairly valued now. 10sen would be my preferred entry at this cigar butt stock.

I agree with Alexho's views on Shangri La Hotel

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.

Volume & price is creeping up since last month. Krono investors may have some good news soon after waiting for so long.

Interesting saga. YNH & Rapid Synergy may be staring at more limit downs.

@Fabien _the efficient capital allocator,

Thanks for your valuable input. Very rare to see insightful comments in i3investor nowadays.

ICAP: slow growers
UTDPLT: stalwarts
KGB: fast growers
HIBISCS: cyclicals
BIOHLDG: turnarounds
MKH: asset opportunities.

@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.

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.

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

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!

Someone pls notify Kelington Group Legal to send a warning Letter to Calvin Tan. Otherwise, he won't stop posting such malicious articles.

The plunge in share price has got me interested. Probably will enter if it falls further to RM1.30+ levels.

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.

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.

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.

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.

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.

Bamboo-style value investing still produces satisfactory returns.

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.

I'm starting to see value emerging in consumer stocks, especially beaten down ones with rather good cashflow. What do you think, 3iii?

Excellent advice from 5 years ago. Still applicable as of now.

Form is temporary, class is permanent. Great companies will always beat mediocre companies consistently from medium term to long term.

On sleepless nights like these, Padini is one share that won't give me sleepless nights. Simple yet beautiful stock returns.

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.

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.]

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.

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.

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.

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.

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.

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.

THanks, Tan KW! Appreciate your effort!

Kgb 14%
Padini 20%
Mkh 22%
Airasia 16%
Bioholdings 4%
Biohold icps 3%
Icap 11%
Parkson 5%
Airasia rcuids 5%

cnman53 should raise his/her questions in AGM. You always appear here before ICAP's AGM is held, even last year.

Philip, what led to your decision to average down Hartalega & Serba Dinamik yesterday?

3iii is savage

ada udang di sebalik batu

Anymore golden rules to share, 3iii?

Anyone noticed that for the past 5 years, Krono share price will rise from Jul-Aug? Not sure the reason behind this occurence.