Jackkin, price will change on ex-date, e.g. RM30 will bcome RM10 on 3rd

As you can see, the info was updated in 2019 and probably is outdated. We only can know the latest info through the upcoming 2020's annual report.

DannyArcher, are you sure that they are still holding UZMA now?

Price gone down? That's great! Even better if it crashes to RM17+ support when I'll start collecting more for the long term.

JAKS shareholders should probably take note of this article

Then write an analysis report which is better than hers to "teach" her. Empty cans make the most noise.

Hi Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ ,
What do you think of AHEALTH? Its cash from operations have been consistently improving and with its new SPP Novo plant ready, isn't it in prime position to enjoy further growth? Would it be suitable for a long-term investment?

"Could be bad"? The party is still on with glove stocks. People are still going gaga for it.

I don't think airlines will do well in the near term, but seems like AA has bottomed out at RM0.50-RM0.60.

Waiting for Philip's commentary on QL. I think QL has done very well despite the MCO.

BOOM! Close to RM1 billion losses. But maybe market has already factored in the price.

It would be interesting to know the actual results, but unfortunately I doubt people are gonna be honest even if you start a poll.

On the topic of gloves stocks, my 2 cents view is that sales of gloves will sustain, in the short term at least.

However, it is unclear if the extraordinary demand for glove stock will sustain.

Judging Supermax, for example, an increase of 2000%+ in profit is great news for the stock and investors should feel hyper optimistic. Share price should appreciate more, but share price tanked instead.

So many dupe accounts here with worthless comments, eg vampires666, potentialphilipsil & Aaron__tan

Very good profits. But where's the cash from operations? Why aren't there any analysts covering this "superb" stock? There must be more to this than it meets the eye.

Good article for us to stay cautious. But it seems to me that the stockmarket thinks otherwise.

MYR profit lost negative -RM300mill
a) Aaron_tan Sor Hai
b) Teamrocket
c) rr88
d) EatCoconutCanWin
e) stockraider
f) MasterYoda
g) TYCO List of 50

1)MYR200mil
a) JP
b) zhen (170m)
c) enigmatic (212m)

2)MYR300mil
a)Jack
b)Aquarius67
c)harold8990
d)ABCSoup2020
e) facialking
f) Super Aloha -338m
g) pewepw -373m

3)MYR400mil
a) Goldberg-428m
b) Stockarmy - 450m
c) SPERMX - 444M HAHAHKEKEKE
d) Stockhunter85 - 400 - 480m
e) Katsul 51 - RM 455 million
f) hibits - 488m
g) Winningpost - 450 M
h) Petai 400-450 M
i) Newplayer286 450-500m
j) Ikigai - 435m -470m

4)MYR500mil
a)inPeace
b)dhnn81
c)elbrutus
d)Lucky investment
e) midzurll19
f) TGbee
g) tiger 69) wjc4195 540-570

5)MYR600mil
a) BaconGuest 688Mil
b) ngs98 670 M
c) tcg (actually my initial calculation is 800m. but I just want to be more conservative to 600m for now)

6)>MYR700mil
a)Kukuman
b)Pzogro:838m
c)DJoker89 718m
d)Staypositive
e)See2sea
f) blackwhite90
g) MaiKanCheong
h)keyboardman
i) Aramco
J) hng33 ( ASP hike profit from manufacturer )
k) vanness_lyh 710.6m

7)>MYR800mil
a)5Supermax
b) cbpenbrush 868m

8) >MYRM1 billion
a) hng33 (ASP hike profit from manufacture + distribution)
b) turbinehead10

9) 1 BILLION (100% SURE)
a) Katherine Lim Ee Mei

small clap for you

I wont be surprised if Supermax price rises further even if the profit is much less than anticipated. People are just going crazy bout' it.

@Philip,
I didn't know that as long as one holds <5%, he/she could refrain from being listed in the top 30. I always thought it was an automatic process. This also means there could be many others who wish to remain out of the public eye.

This result reflects fairly this year's volatility. More investors' lose rather than gain. Still, a month's performance is too short to judge an investor's capability. A year or more would be more accurate. Also, placing big bets on the right stock in the right sector plays a major role in determining huge gains or huge losses.

Big thank you to sslee & the management of GKENT.

Hi Philip. I just noticed that you have 2.82mil of GKENT but your name doesn't seem to appear in the Top 30 of GKENT's largest shareholders. Would you mind to comment on this?

"If you have bought into NetX, don't for a second think you have bought based on the fundamentals of this business. You have bought into a speculation.

You have to time your buying and selling. You will have to buy cheaper than others and to sell quickly when the price spikes up, usually temporarily.

Do not be greedy. Holding for higher gains may lead to losses when the reversal in price occurs suddenly and quickly.

It is a game of buying from suckers and selling to suckers (BFS, STS); a game I play very rarely too.

Good luck."

All his write-ups? Did you really read his articles from 2016-2020? Did you check what happened to those stocks later?

Hi, 3iii.
Do you think Topglove and Harta are overvalued now? Would you sell these stocks since their prices has gone up so quickly and are richly valued now?

What are their plans to improve sales post-Covid?

Bos beli. Will it reignite the engines for Comfort to surge further? It's been fun to watch so far, seeing the gloves' seemingly unstoppable run.

Of course you must compare with the benchmark. TTB as a value investor must be compared with other value investors such as Buffett. TTB's icap underperformed the KLCI in past 5 years? Read the Annual Reports before commenting.

The chart is very interesting.
(continues munching on popcorn while watching it all unfold)

Don't make me laugh.
Padini has nearly been profitable in all quarter in past 5 years.
How to compare with those substandard companies you mentioned just now?
Padini has paid regular dividends. Has your companies done that?

So you realised netx is doomed and hopped on OTB's bandwagon eh?

The recovery is impressive after 2 mths.

Very interesting to watch COMFORT share price next week as well as forumers' reactions.

I don't agree with TTB 100%, but I agree that not losing big in stocks over the long term is already an achievement.

Investing directly in many other shares would have made irrecoverable losses, eg buying BAT years ago and holding til now, or using your example, buying Parkson or Bstead and holding until now.

Of course, one can always argue that investing in PENTA instead of ICAP 5 years ago would be a huge difference. But how many people are that lucky? What if one bought Hengyuan in 2015 and held until now?

If stock investment is a sport like badminton, iCapital would deploy a defence first strategy. It may not win much in the short term. But it is guaranteed not to lose much in the long run. And keeping some cash is part of that strategy.

Disclaimer: I'm not an employee of iCap. Just a small shareholder.

@fong7,
No wonder you seem so bitter about TTB and iCapital. My guess is that the subscription didn't make much money for you? Did you buy iCapital shares but didn't make much money?

I only can say, at least you didn't lose much money putting your money in iCap. I'm sure you'd gain something in that 1 year subscription, albeit a small part.

Good luck sslee

Highest volume today in the red. My guess is that tomorrow will drop back to RM15. Price has gone way too high too fast.

Why do you say that it is overvalued?

If Healthcare stocks are rotational play, ICAP did not miss out this time.
But ICAP does not time the market, as any shareowner of ICAP will tell you.
Long term capital appreciation through value investing is what ICAP intends to achieve.

Stop promoting, sleep la Uncle Calvin.

Last time said wont retrench if possible and discourage customers from refunding tickets. Now downsizing is imminent. Seems like AA is really facing a hard time to just survive.

Apparently the craze is not over yet. Very interesting sight.

Titanic theme song plays out

I like TopGlove, but at PE 100, it's very hard to justify the price.

One of the overlooked gems in Bursa

Great write-up, @focusinvesting

I've seen this before, but good sharing for forumers

Very concise yet informative.

For me, I don't think it's dumb to sell TopGlove now after buying at cheap prices 10 years ago. You'd earned multi-baggers by selling now.

I think it's wise to transfer some of the profits earned from TopGlove into promising stocks selling at low prices now, which may become another multi-bagger in future. Price of glove stocks have risen too quickly and way higher than its fundamentals.

Following to Holland? I'm sure frequent visitors of i3investor would know who is the real person who's leading people to Holland many times in a year.

P.S. - I'm pretty sure Philip will come back at Calvintan and fire at all cylinders tomorrow.