Investing should be based on what you want foremost. Portfolio should be built based on your need rather than one universal rule for everyone. The only universal rule is to have margin of safety against future value. Do you want passive? Do you not need any passive? Do you want some passive while having some income? What's Your competitive edge it should scale with your conviction? no point investing 5% of your money better go fly kite

NatsukoMishima

Only glove tards still dreaming in 2020 !

Why don't u at least show your portfolio or at least compete in the stock competition to make a point

Albukhary

If Top Glove sales can increase 10% from RM493mil to RM550mil, then I believe other glove company (i.e. Harta, Kossan) which have higher plant utilisation could have higher sales increase, at least 20-30% compare to last quarter.

Harta would have higher revenue if its not because of red sea issue

Your analysis doesnt say how can we compete with thailand and vietnam. From what i know they are a lot more competitive

I think the term 'value trap' is not accurate or so called book value is irrelevant in most cases. Rather can you trust the management integrity. We are investing into human not books

Reading the report is just one small part of factor in determining a company valuation.

i didnt say its a trap. i simply think the BOD do not have the conviction or integrity to set a long term promises to the shareholders. Please understand that the minorities just want to get paid. Setting a simple dividend policy shouldnt be that hard .how many %? if cant set now then when? why? whats the setback? Stock price doesnt just derived from the figure factor. The management integrity is placed above everything else.

Dear Godhand
would u mind pick up some points from the article that go align with your value trap definition?
just a brief one will do as a point form

Lets put it this way. as a minority shareholder what is your certainty? I'm not going to say that Insas is a trap but it simply lack the certainty. It also could be the nature of their business that they have to hoard the cash and re-invest. What guarantee the minority that they can have the piece of cake? I think whatever the author say here is irrelevant. what is more important is the direction and promise that the this company made and deliver in stages to the shareholders

If you make a decision based on your statement above to decide and demand me to say I have been wrong whether Insas a value trap or not, that is your prerogative, and I respect your opinion. My point of view is just different from you as I looked at a whole lot of different things, all in the article itself.
Do you expect everyone thinks the same?

what is your definition of value from the perspective of a minority shareholder.

Stock: [INSAS]: INSAS BHD

1 hour ago | Report Abuse

At the end of last year my account and shares with Hlebroking total RM 3,607,457.80

All dividend directly paid into my Maybank account for family expenses managed by my wife.


I only recently break a million. but i estimate my dividend around 30k only this year

Last year I need to move my fund to Petronm then to MBMR to acheive dividend of RM 200K+.

I can only wish if Insas give a better dividend then I do not need to move the fund around.


what fund size are we looking at here

@Tan KW. I'm Top 20 for 2 consecutive years 2022&2023

My Pick
CCK - 25%
Harta - 25%
FPgroup - 10%
Hevea - 10%
Mynews - 15%
Hupseng - 10%
Geshen - 5%

LOL

apparently no

Sslee Sorry I do a lot of trading and the only stock I hold long long is the value trap Insas.

not if they start to dish out more dividend

Ok thx. Would love to learn from you.

mr sslee do u have trackable records. mind sharing with me

yea admin please adjust for participants who pick Hibiscus. @tan kw

sell to me 😀

Hi Mr.Tan im no.10 2022.
My stock selection is simple. it either has huge room of growth or dirt cheap vs its future earning or clarity of earnings for the sake of dividend cash flow. I'm also trying my best to choose the same stock for at least few years because i feel it defeats the purpose of investing if the time frame is so short. therefore for the purpose of consistency and the reason of long term investing ill try my best to compete with the same stock for years or at least until the value is reflected.

CCK - 30%
MYNEWS - 15%
QL - 10%
RANHILL - 20%
GAMUDA - 10%
GESHEN - 5%
HEVEA -10%

nice in bad times u can see whos really good

Cck 30%
Mynews 10%
Hiaptek 10%
Annjoo 10%
Armada 10%
Geshen 5%
Ql 10%
Ranhill 15%

probability 60m - 66/3 (excluding write back of impairment) = 38m PAT for the current qtr

Its still superb...

its a clean 100m/quarter if theres no mco

undervalue

the share conversion is really hurting hiaptek

best thing they can do now is just open book la. why waste time.

lol at least i wont get burn in this fraud company unlike you

Posted by OrlandoOilSemiconIoT > Jun 23, 2021 8:31 AM | Report Abuse

No by the audit stage KPMG should hv shown its IRREFUTABLE EVIDENCE

this gentleman here ask his driving license examiner give evidence for failing them.

Materials on site

Ambank has talked like 100% of d materials on site is thin air whn in fact d 2020 balance is almost d same as 2019 balance whc were audited n found ok by KPMG


In any case why can't KPMG verify n come out wit irrefutable evidence?

Present IRREFUTABLE EVIDENCE n end of the audit



its not the auditor job to give evidence. its like asking your teacher to give evidence for failing you

Lower impairment loss on investment in subsidiary by RM5.18 million in current year quarter

how do you perceive the meaning of current year quarter?

good result. excluding impairment 5.84m iqgroup making 5.5mil

calvintaneng WHY THIS GREATER FOOL LEADING 800 TELEGRAM WATER FISH TO HOLLAND IN SERBA/KPOWER & SCIB HIDING NOW?
31/05/2021 11:29 AM

Where is your track of record

Qr out soon

good result

he sell call means? glove will up?

Posted by wallstreetrookie > Apr 27, 2021 12:55 PM | Report Abuse

Careful Choivo bought around 0.4-0.5

ppl like u are da ba zai. why not share something meaningful and if u have nothing to share pls scram

When the potential upside is at lesst 3billion? What's the reason to sell

Yes u don't have to voice out the obvious. U think 90%+ shareholders here are amateurs?

i3lurker I have not seen any MyNews outlets making money

hmm i guess the cash flow drop from sky

i dont think u know what u are talking familymart was making losses during 1st 2 years with teething problems, trial and error

Only u think will drop I think it will continue up and break 1.00 at least

Bro no need to entertain the bilis in this forum. Obviously there's big interest buying in. Save your breath

jokers all over this forum

Keyman188 MyNews Holdings sinks into the red in 1Q with RM8.94m net loss

(theedgemarkets.com / March 25, 2021 19:22 pm +08)

bro ur as short sighted as my baby penis

Nepo Me too.
Miss the boat..
Hopefully huge correction coming after agm

slowly wait

if buy at 60c,70c,80c,90c can get 1 fold return s still hope can buy cheaper? it means u dont know the value of this company

last year many site unable to open. 15m profit excluding impairment is not that bad. look further

Choivo Capital investment banks and funds waking up d.

more like they have finish accumulating from small fishes

and?

little bro investing is about projection into the future. we already know the future asp is going to normalized why still bother take account into asp of unnormalized period.