Hahaha...those who had invested in VS n VS-WA before knew very much how terrible its volatility was...its WA fluctuated from a range of 0.20 to 1.50...within slightly more than 2 years. VS around 1.15 to above 3.00...!!!... Don't expect too much this quarter report... probably will have the same scenario like before...How the price movements going forward...no one knows about it. It depends on some variables...1. Current quarter earnings, 2. Annual earnings, 3. News...new products, etc, 4. Supply n support. 5. Liquidity from low interest rates, 6. Institutions Investors n funds, 7. Market behaviours n sentiments during this time or after. So where are your gamble Price...n did you know enough...that your invested price is approximately mispriced...well time will tell...with all those variables n unforeseen circumstances...GL... everyone... TQ.

Oh...cannot tahan the lost...learn from Sifu KYY...he can tahan...64M lost...still so strong...86 year old...I respect him...fight another day... hahaha...!!!

Oh...I see... people who are too greedy...buy but never sell...when their target probably at above...100%... that's why... don't know what they doing here...blur like 'sotong'... hehehe...!!!

Hahaha...I knew it long, long, time ago... trembling...but I still profited so much from those sharks... especially its warrant after more than 2 years... hehehe...!!!

Hahaha...I live in Mariana Trench...I am MEG...loves to eat those bleeding sharks... hehehe...!!!

Hohoho...Hooray...Bottom Fishing...Stay invested...!!!

Oh...@goodiewilly...bros... what's your averaging up Price...@<0.85...i think it's... Okay...GL 2 U...!!!

Aiyah...limit down only...@<5%...I taught going to be...@20%...Sold half of my portfolios...now only have...1. VS, 2. TopGlov, 3. Inari, 4. Penta, 5. Cash Flow...hehehe... Patience is the key...to Sai Lang... hohoho...!!!

Ha... @Jackson Jiang...if your story or rumour is true...then VS n SKPRES have good chance to get extra contract from their failure...they are newcomer in OEM...they are doing Dyson air purifier n bladeless fan...these are unique products. That's why VS increased their production lines...to become overcapacity. VS has good prospects... hehehe...!!!

Aiyoo...I am having lunch...@wendyuong... TopGlov dividend policy is 50% of it's EPS going forward. So whatever the company EPS this year...you times 50% of it... that's the dividend per year. Company pay twice dividend. You should check on its financial statements. TQ.

Ha... newbies probably don't understand much about sharks...they are very smart people wearing nice clothings... emperor's clothing...if they win...they are good friends...if they lose...they all become enemies...to see who are bleeding to death first...zero sum games...n they play with huge Margins...going up like rocket...n coming down like atomic bomb...so where or what is your Investing strategy...!!!

Ha...TopGlov management is still top class... probably these sharks smell some blood in the sea... because of some unhealthy sentiments about TopGlov...so they are gangs...so we shall see... actually if you do your homework...just invest on weakness...Price is what you buy...value is what you get...GL...!!!

Bursa only have two excellent bankers...where they have above average ROA... assets play...1. Public Bank...2. Hong Leong Bank...those BODs are serious running their assets...there rest are below average... Probably Maybank is getting better now...but still lagging behind in terms of efficiency. TQ.

Aiyoo...where is this Kenanga from all IBs standard...top 1 n 2 Investment bankers are still Hong Leong n Public...n probably Affin Hwang... closest leveled playing field. Kenanga earnings growth is just flat...all these years...!!!

Top Glove positive on FY19 rubber glove demand | https://www.klsescreener.com/v2/news/view/501018

Ha...Added...@4.45...!!!...KISS...!!!

@(S = Qr) Philip...Wonderful reflection on TopGlov...I bought back again recently...It's a wonderful company with solid team management...GL...!!!

Hahaha... probably...Dyson newest beauty products...the one Skpres was contracted...but this one is Air-Wrap...so value isn't carved in stone...okay... reasonable or fair value...@<1.28... Undervalued...@<0.85...don't take it seriously... different people have different valuations outlook...GL...!!!

Good morning... Really can stop my heart from telling people to avoid...many times it's very difficult to read people mind n understand each person characters n upbringings. Sifu Buffett can understand people very well...n not many people can. A leopard never changes its spots. A person is a jerk before...even become rich also can't be trusted. Very, very few can change n become a better person. Btw don't ever buy red chips listed in Singapore, Malaysia, Hong Kong. Always read thoroughly financial statements...it's a language of business. Schloss never understand people like Buffett...but he read every financial statements thoroughly...at least 3 years financial reports. Of course we can't really understand 100%...no one can...at least 70~80% is good enough. There are unforseen circumstances...we don't know... especially those people who run the business n allocate company capital. Look out for increasing cash flow n retained earnings, n how efficient the company BODs make use of it... especially its Dupont ROE. TQ n GL.

https://www.nst.com.my/news/nation/2018/12/445400/long-wait-his-day-court

https://www.nst.com.my/news/nation/2019/01/447459/who-john-soh

Shark in King's clothing...!!!
https://www.businesstimes.com.sg/companies-markets/2013-penny-stock-crash-goh-to-plead-guilty-on-mar-20

Good...@goodiewilly... that's why VS is an investment graded businesses...those who like to play short term, momentum, or Whatever should learn from our famous...quarterly report Sifu...You win big...also lose big...a lot of reinvestment risks...Overall win more than lose... that's okay...go ahead. For me I only invest in good businesses...that create yearly cash flow...n not huge debt... that's very, very risky...there are many 'goreng' counters... probably the boss also 'goreng'...so they can leverage more from their bankers...but these boss probably are sharks in emperor clothing...not honestly running their business well. Even Nestle, Dlady, Carlsberg...also has 2 quarterly report in red...so sell...!!!...???...Invest don't gamble much...GL...!!!

VS...At least 5 Key Customers in serious negotiations...Promising earnings growth prospects... Probably by Dec '19...Jan '20... revised mean PE multiple 16x... Conservative estimate... EPS...@0.105...@1.68...Beyond that..probably selling at higher PE multiple of above 25x...Hold...2 to 3 yrs...GL...!!!
Reduced customer concentration risk seen for VS Industry | https://www.klsescreener.com/v2/news/view/500448

Apple: Value Depends On The Durability Of Brand In A Rapidly-Changing World https://seekingalpha.com/article/4246406?source=ansh $AAPL, $BRK.B

Hahaha... don't think negatively... think positively...GL...Good Luck to you miss_secret...!!!

Btw...i know many people want to know... including myself...exactly the valuation of specific business...but even you ask Sifu...Buffett, Munger, or Soros...they will say I don't know...It all depends on so many variables plus macroeconomic factors...But the crucial point is do you know enough or approximately your gamble price is mispriced or not... that's only a rough price to begin with...n the rest will be judged by by so many factors n variables... GL guys n gals...!!!

Usually I don't like to predict price movements...But due to few variables...VS is consolidating at present momentum...the first is its current quarter...the second are the news...the third is its annual report...n the fourth is how institutions investors will judge VS...provided these variables are aligned...then the next stop will be 1.17...then...1.25...n forward going...1.33...then it will move forward...GL...!!!

Mean Revenue for some VS full n sub assembly contract... Dyson~£4B...Keurig~$4B... Zodiac~$2B... Bissell~$1B...Epson~$10B... Panasonic~$70B... Hitachi~$40B...Valeo~€18B...LG Innotek~$8B...Or course need to estimate what are the contracted revenues VS could have profited from those products sales...in our earnings revisions...moving forward in 2 to 3 years...GL...!!!

Hahaha...That's life...you understand what you want n went thru life up n down... that's why all religions n philosophy are Great... including what type of strategy you use to win money...be it asset play, cyclical play, turnaround, whatever...if you can have good capital returns...go ahead... nothing is inferior...n nothing a person belief is small matter...the important things are those beliefs save their life, improve their skills, to be a better person to serve society as a whole...TQ.

Apple's China Woes https://seekingalpha.com/article/4246049?source=ansh $AAPL

@goodiewilly...VS...why so easy to get full assembly contract plus sub-contract...from such branded products like Dyson, Keurig, Bissell, Zodiac, Panasonic, Diamond, Seeing Machine, more than 15 MNC...n many more to come...So easy leh...n mind you please find out how much sales Dyson n Keurig make per year...!!!...GL...Guys n Gals...!!!

Hahaha...wasting my time...all these noises...my ear also polluted with some much dirts...need to wash triple times to make it perfectly clean...My...@0.75...300%...is my target...like I said before I was a Pig...in December...Still I am...!!!
https://www.businessinsider.com/druckenmiller-on-concentrated-bets-2015-4/?IR=T

Age of accelerations...well most retrenching probably is all about Automations n outsourcing...contract workers. There are probably a supply chain disruption...where workers have to take unpaid leave...n no OT...as you can see some downturn in smartphone n other OSAT products. Last year trucking was full now it is down 30%. Well Singapore are kiasu...society...long Q...under the rain n sun...for 12M Toto...99%...favour the house...Plus long Q for free popcorn...or anything that's free...!!!

Investing in an age of disruption | https://www.klsescreener.com/v2/news/view/497858

Patented branded products...by the time it is marketable lasted for around 7 to 12 years... Usually the duration is 20 years in US. A lot of calculated risks are involved in investing...so there are no guarantees that its earnings growth prospects revisions will be 100%. As Soros said many what is obvious at present is totally wrong...n nobody can predict the future outcome...it is all about calculated risk... probably 50/50...or maybe 60/40 will be very good...to start with...GL...!!!

So...we try to estimate the sales of VS...within these 2 years... conservative estimate probably come to around...4.5B from...10 key customers. So we get...225M...using 5% net profit margin. So average EPS is 0.125...multiple by 25x PE...so...@>3.00. Or you decide its average PE multiple...GL...!!!

Bissell is a private company...patented the first carpet deep cleaning machine...used famously by the Queen Victoria. Product famously sold in America n Europe. Sales roughly US800M yoy. Same like Dyson it's not public listed. Not easy to analyse its financial statements. So we roughly estimate how much sales VS could get contracting some selected products from Bissell. I think the result will be known in 6 months time...proper estimation of revenue. TQ.

Good Book to Read...Thank you for being Late... Friedman... Thriving in the age of accelerations...!!!

Ha...Businesses aren't so easy to execute...so many walls n barriers...but it is through such walls that you can't or we can't see it...those people with strong determination n foresight will try to break those barriers...where most of us failed. That's why...they can become tycoons...Tan Sri n above...So try to break those walls...n you will see quite clearly...do some yoga...n eat less meat...or eat less...you will have good concentration...Be hardworking...GL...!!!

VS...Probably is well diversify of key customers...Another 4 more to go... that's how efficient they are...I think they will do a well n balanced key customers... probably around 10% sales from each customer... Altogether probably they have more than 10 key customers...that will bring good earnings growth prospects from them... around the 3td or 4th quarter...n beyond...Be Patient...Your pot of gold...will be okay...Just Hold...GL...!!!

Hahaha...One of the greatest show on planet earth just begins... hehehe...!!!

Ha...Added...!!!

Ha... Added... Overall...@<2.00...Let the show begins...hehe...!!!

BTW...lot of support from the management itself...SBB...plus insiders accumulating...these are double edge sword...if there are some huge funds accumulating... that will be another scenarios...where VS become...HOT...So it can become too hot to handle...So you should know what to do...n do it decisively...GL...!!!

Ha...many people n lot of us just cannot... including myself...we can't predict the price movements...but only thru lot of experiences n homeworks...than we can judge for ourselves what it takes to have great conviction to invest heavily...it is like a thesis that's not proven...but when you succeed...you will have your highest satisfaction...Hope I am okay in the long run...GL... everyone...!!!

Hahaha...TA points of views can be quite useful... that was just after CNY...start of bullishness...just above the oversold pivotal point...But usually I bought earlier than that...becoz of its earnings growth prospects revisions...going forward...GL... Happy Investing...!!!

Good...I still have some free shares...Still not paying dividend n bonuses...?...Huge cash n above...@>1.00 cash value...I don't think PENTA need so much working capital...since its turnovers is less than 90 days... Probably its business growth prospects is so good...cash will be okay...above 22% mean 5 yrs... Fair Value... Probably...@<15x PE...will be a good idea...!!!

Oh...please keep at least...10%...dry powder for any unforeseen circumstances...@<1.10...fair price...@<0.75...approximately its floor value... leverage probably can apply...but no leverage...your mind will be rational...when facing...Bear scenarios...Invest wisely n analyse multiple variables... including human emotions n sentiments towards its business model...GL guys...!!!

Watchlist...!!!
KLCI lower as Trump-Kim summit collapses, China reports worst PMI in three years | https://www.klsescreener.com/v2/news/view/497016