now I can tell my friends I finally won at Gentling

solid AF

Time to grab some Maybank shares before the September dividend

Big thanks to 3iii for educating forumers. Many newbies make the mistake of speculating, or 'main hentam' when they should have done their homework first.

For those who are lazy, here is the TLDR version:

Insas may not be a great company with good growth in earnings.

However, the asset value of the company has been increasing rapidly over the years as shown in Figure 3 below and it is way undervalued.

The assets are mostly marked-to-market in cash and investments. There also has not been cash burn in any of their business segment, etc.

if fall to RM3.80, means whole market is crashing ady

I said it at end-May. I will say it again. Big sharks pushing LHI down to collect at cheap.

Dividends frm Padini are nothing to shout about. But consistency beats intensity. Consistent history of dividend payment beats companies that pays huge sums in certain years.

Padini is still recovering from its drastic RM5 drop. I believe its fundamentals are intact and Msians still value Padini clothes or Brands Outlets stores highly. Padini's earnings are fairly predictable, not susceptible to volatility, unlike O&G stocks or Plantation stocks.

Eh? we talk stock here or talk about discrimination?

I still have doubts. I expect it to drop back to RM8.20 level soon. SAM has always been like this. I would only start believing when it breaches RM9 mark.

In my 5sen opinion, PETRONM is simple. Buy when double-bottom occurs, when price touches RM6.01. Things can only get better after a lackluster year.

@HoldingKing, I don't think SAM will rise so quickly as shown previously in '16, '17 and '18. SAM usually rises at end July or after the Aug QR, provided that QR is better than the past years. I do hope SAM will break RM9.00 this time though.

Even FamilyMart has joined the bubble milk craze.

https://www.facebook.com/FamilyMartMY/photos/a.1178131662271531/2288934911191195/?type=3&theater

"This is purely used as an illustration of a contrarian strategy."
@John Lu, I believe you missed this part of the article?

Anyway, what can kcchongnz benefit from giving contrary views? No harm having an additional independent view to keep us traders/investors informed.

i3 forum = independent, intelligent, informed.

@titus,
guess our aim of buying PCHEM at low prices would not be possible anytime soon, support seems strong and the bulls seem to be back in Bursa.

UTDPLT has impressed me, share price movement wise. Other plantation stocks are struggling to maintain its price while UTDPLT remains comfortable.

highly impossible to drop to RM3, or even RM5 for now, unless nxt QR shows a loss.

Max limit down would be RM5.50 for KESM's price, until Sept 2019 at least.

KESM is not a rotten stock yet. Plenty of unscrupulous management running horrible businesses out there, but KESM is not one of them.

Always trade/invest only in stocks with proven, strong financials.

"Rule No. 1: Never lose money.
Rule No. 2: Never forget rule No. 1."

Sei Kang Lah!

This is what happens when you buy stocks without strong fundamentals - heavy losses.

Well, QL has had 10 continuous uninterrupted years of giving dividends, which many companies fail to do. Generally good companies give generous dividends but QL puts its cash into good use by reinvesting in its business, which is delayed gratification for investors when QL churns bigger profits in future.

To say Philip has no integrity or his stock analysis is baseless is entirely untrue. His stock analysis carries more weight than 90% of what us i3investor forumers' comments. At least his stock picks produce sustainable returns with low risk as compared to speculative hot stocks which have high risk of capital loss.

Profit down mainly due to increase in raw material cost and consumables, which doubled.
Revenue actually reduced by RM10mil only.
It seems very bad but a closer look will tell us it ain't that terrible.
I would collect if KESM falls to RM5.

Look at 2015/2016's div amount.

I expected a higher div this time, since some of last year's cash was for capex.

Besides, this wouldn't spark the market's interest, & SAM's price would probably not rise beyond the limit of RM8.50+, based on the behavior of SAM for the past 3 yrs, at least.

Good prospects nonetheless frm SAM in this tough economic environment, maybe my expectation was too high.

yup, Uchitech, one of the lesser known good stocks that have escaped the radar of the masses.

IOI to dip a bit due to founder's passing?
RIP Tan Sri Lee, you were a good man.

Anyone knows if ICAP is still holding Boustead shares?
ICAP is going to suffer badly if they refuse to offload them, like how the deadwood Parkson did.
ICAP was good in its earlier years, and if they could just replicate that, exciting times would await in future.

TA Securities: "60-70% of Padini’s products are imported from China and stronger Ringgit shall eventually translate into better margins."

JF APEX: "strong brand name among Malaysian households and trendy yet value for-money products offerings."

Padini is stronger than you guys think.

LOL, highest profit in years but dividend is so-so. I wonder how the market would react to this.

I've been away for a few days. Now what I see is fellow forumers taking the opportunity to bash Mr. Philip when QL announced a slight drop in YOY performance in this QR.

Oh please.

Didn't the overall revenue & profit for QL increase from FY 2018 to 2019? Not many companies grew in overall revenue & profit in the past year amidst challenging economic environment.

Again, price is what you pay. Value is what you get. PE 50 encompasses stability that QL has been providing recently. PE 5 Dayang is good for trading, but huge volatility comes with it.

QL is one stable stock alongside PB Bank which I can safely rely on while buying more speculative stocks for trading.

Obscure and underrated stock.

Just curious. What strategies are you guys using for GTRONIC after seeing the worst QR in years?

1. Buy cheap and average down. HODL.
2. Sell now bcause QR is atrocious. Avoid further losses.
3. Hold until next QR. It will stage a comeback!
4. Day trade and Shorting the shares.
5. Avoid, bcause it's too volatile, a falling knife.

It would not crash to 1300-1400 level. Not in the near term, at least.
There will be support as some are happily gobbling up shares.
Trump's actions and policies seem to be good to the US market, so Wall Street will not fall.

As long as Wall Street remains intact, Malaysia, like any other market is still safe. Recovery is possible in the short term. Unless, of course, President Xi declares an all out trade war against Trump.

Besides, oil price is steadying now.

Impossible for 0.6/0.7.
If it really happens, can ditch other stocks and buy VS only ady.
80sen level is good enough for accumulation for a stock which has good past performance like VS.

Unker qqq3, please jaga kesihatan & sleep earlier.

Winter is Coming for Inari. Brace yourselves, RM1.10 might arrive.

Retail investors with spare cash may take the opportunity to add more of their favourite stocks now.

I remember Dec 2018 where market was all doom and gloom but alas! The skies are blue and the Sun shining once more!

If an undervalued stock falls.... while the fundamentals – after checking and rechecking – are confirmed to be unchanged, we should relish the opportunity to buy significantly more ‘on sale"
Seth Klarman

NOTE:

US-CHINA TRADE WAR UNDULY PULL DOWN FUNDAMENTALLY STRONG QL

SO NOW FOR THOSE WHO MISSED QL ABOVE RM6.80 IS GETTING A BARGAIN

SEE, SUBSTANTIAL SHAREHOLDERS BOUGHT QL WHEN QL FELL

23-May-2019 Insider CHIA SONG KUN (a substantial shareholder) acquired 44,100 shares on 21-May-2019.
23-May-2019 Insider CHIA SEONG FATT (a substantial shareholder) acquired 44,100 shares on 21-May-2019.
23-May-2019 Insider CHIA SEONG POW (a substantial shareholder) acquired 44,100 shares on 21-May-2019.
23-May-2019 Insider CHIA SEONG FATT (a company director) acquired 44,100 shares at 6.680 on 21-May-2019.
23-May-2019 Insider CHIA SONG KUN (a company director) acquired 44,100 shares at 6.680 on 21-May-2019.
23-May-2019 Insider CHIA SEONG POW (a company director) acquired 44,100 shares at 6.680 on 21-May-2019.

What?! Fallen to RM8.63?
That's not a price low enough for me to stock up.
Drop to RM8.00 then I can consider.

Buying TOP quality companies yields TOP results.

If an undervalued stock falls.... while the fundamentals – after checking and rechecking – are confirmed to be unchanged, we should relish the opportunity to buy significantly more ‘on sale"
Seth Klarman

If an undervalued stock falls.... while the fundamentals – after checking and rechecking – are confirmed to be unchanged, we should relish the opportunity to buy significantly more ‘on sale"
Seth Klarman

Posted by enigmatic > May 19, 2019 1:56 AM | Report Abuse X

Don't get your hopes too high. One lacklustre coming QR is all it takes to whack Dayang back to <RM1 levels. Too risky.

______________________________________________________________________
The above was the WARNING I gave few days ago.

Remember. "High risk simply means a high probability of losing your money."

@calvintaneng,
Inferior compared to other products doesn't mean one is lousy. Merely means one is slightly lower in quality, eg 916 gold vs 999 gold.

QL is for investment purposes. Why sell QL now when there's more profit to be churned out? Why kill the Golden Hen now when more golden eggs are arriving in future?

QL = Quietly Lucrative.

Anyone who is a day-trader can visit Trending Stocks section where you can find Dayang, Leong Hup, or even the Pied Piper's favourite Velesto.

@shpg22,
3 days won't make a dent.


"For three days beginning Wednesday, all entertainment outlets would not be operating" Source: https://www.thestar.com.my/news/nation/2019/05/22/pahang-declares-may-23-a-state-holiday/

Egg-cellent cost cutting measures frm QL.
(but I agree QL eggs, quality wise, are inferior to Lay Hong.)

Business-wise, QL is superior to many other listed companies.

Geez, Focus Point is listed? Never knew about that.

ah, so when the directors buy, everyone now becomes optimistic...
nature of investors indeed...

what do you think would be the price to enter? (considering the recent QR and market sentiment on tech stocks)

Would Inari break the RM1.20 mark, technical analysis wise?

5.48% dividend.
RM3.10 in share price.
Nearly half of IPO cost.
But only at RM2.80 might LCTitan seduce me.

Pied Piper's stock