godhand

godhand | Joined since 2017-05-02

Investing Experience Intermediate
Risk Profile Moderate

Followers

6

Following

1

Blog Posts

1

Threads

1,879

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,879
Past 30 days
3
Past 7 days
3
Today
0

User Comments
News & Blogs

4 days ago | Report Abuse

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.

News & Blogs

4 days ago | Report Abuse

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

News & Blogs

4 days ago | Report Abuse

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

1 month ago | Report Abuse

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

Stock

1 month ago | Report Abuse

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

News & Blogs

2 months ago | Report Abuse

@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%

News & Blogs
Watchlist

2023-12-01 14:30 | Report Abuse

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

Watchlist

2023-11-10 08:33 | Report Abuse

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

News & Blogs

2023-11-01 19:09 | Report Abuse

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

News & Blogs
News & Blogs

2022-12-30 20:33 | Report Abuse

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%

News & Blogs

2022-11-30 18:49 | Report Abuse

nice in bad times u can see whos really good

News & Blogs

2021-12-31 17:49 | Report Abuse

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

Stock

2021-09-29 20:47 | Report Abuse

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

Stock
Stock

2021-07-01 13:14 | Report Abuse

the share conversion is really hurting hiaptek

Stock

2021-06-23 08:41 | Report Abuse

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

Stock

2021-06-23 08:36 | Report Abuse

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

Stock

2021-06-23 08:34 | Report Abuse

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.

Stock

2021-06-23 08:17 | Report Abuse

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

Stock

2021-06-22 14:47 | Report Abuse

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?

Stock

2021-06-21 17:59 | Report Abuse

good result. excluding impairment 5.84m iqgroup making 5.5mil

Watchlist

2021-06-02 08:52 | Report Abuse

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

Stock
News & Blogs

2021-05-03 14:24 | Report Abuse

he sell call means? glove will up?

Stock

2021-04-27 14:37 | Report Abuse

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

Stock

2021-04-10 18:27 | Report Abuse

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

Stock

2021-04-04 21:52 | Report Abuse

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

Stock

2021-04-03 16:24 | Report Abuse

i3lurker I have not seen any MyNews outlets making money

hmm i guess the cash flow drop from sky

Stock

2021-04-01 23:42 | Report Abuse

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

Stock

2021-03-26 11:02 | Report Abuse

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

Stock

2021-03-26 09:45 | Report Abuse

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

Stock

2021-03-25 20:44 | Report Abuse

jokers all over this forum

Stock

2021-03-25 20:42 | Report Abuse

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

Stock

2021-03-23 20:41 | Report Abuse

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

slowly wait

Stock

2021-03-23 08:34 | Report Abuse

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

Stock

2021-03-23 08:27 | Report Abuse

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

Stock

2021-03-22 17:36 | Report Abuse

Choivo Capital investment banks and funds waking up d.

more like they have finish accumulating from small fishes

News & Blogs

2021-03-03 00:37 | Report Abuse

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.

News & Blogs

2021-03-03 00:36 | Report Abuse

Based on financial analysts' projections, the net profit of Top Glove will be approximately 50% in 2021, 30% in 2022, and 20% in 2023. Let's assume it will go down to 15% in 2024, and 10% in 2025. In this case the net profit for each calendar year should be:

CY2021 = RM12.503 billion

CY2022 = RM5.844 billion

CY2023 = RM3.097 billion

CY2024 = RM2.319 billion

CY2025 = RM1.572 billion

The company also has RM1.21 bill


__________________________

this is somewhat correct but the profit is still too high for 2025. u make a grave mistake. u know the company is declining but u chose to add all 5 years instead of the normalized year profit.

News & Blogs

2021-03-03 00:30 | Report Abuse

pls challenge my figure after 6 months

News & Blogs

2021-03-03 00:29 | Report Abuse

Based on the aforementioned ASP projections, and based on average utilization rate of 86%, we get the following sales revenue projections for each calendar year (+ in RM, assuming USD1 = RM4):

CY2021 = $6.251 billion (RM25.007 billion)

CY2022 = $4.870 billion (RM19.480 billion)

CY2023 = $3,871 billion (RM15.484 billion)

CY2024 = $3.866 billion (RM15.462 billion)

CY2025 = $3.929 billion (RM15.715 billion)
_____________________________________________________________


this figure after 2021 is wrong in many ways. only time will tell whos right.

my figure

65.4(100% absolute peak at 2021) 39.5 (60%) 25.9 (40%) 23.0 (35%) 21.5 (32%)

assuming rm25b is absolute peak. in 5 years, revenue drop like this 25b>15b>10b>8.7b>8b. Historically tg margin is around 7-9%. I assume its 9%. and i give it a fpe 25 okay? its very optimistic. 8b(0.09)(25) = 18billion market cap. at its current valuation i dare to say it will drop by another 50%.

News & Blogs
Stock

2021-03-02 08:33 | Report Abuse

the thing is oil price is highly volatile

Stock

2021-03-02 08:32 | Report Abuse

MM78 As oil prices improves and possibly hold steady in this pandemic recovery in near future , oil and gas companies will have more offshore activities which bodes well for the OSVs service business. Less chance of future impairment risks on OSV assets in Armada; FPSOs are the cash cows that will pare down Armada’s loans and help cut down down finance costs. A virtuous cycle to be unfolded in coming quarters. A 10 sens EPS in FY 2021 would be a great milestone , even 8 sens EPS are good for more optimism among investors of Armada. Traders may miss the big gains next few quarters for enjoy KFC too fast. My 2 cents to share....... PE of 10 not unreasonable given the latest Armada’s performance ?
02/03/2021 6:33 AM

definitely very undervalue if this oil cycle maintain for longer period