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2020-05-13 19:48 | Report Abuse
i leave there for 1 y+ come back earn 200% edi. awesome
2019-02-21 21:53 | Report Abuse
chill choivo great mind is hard to fathom
2019-02-20 18:55 | Report Abuse
Gamuda by far one of my biggest position glad to hold long term
2019-02-20 18:53 | Report Abuse
This result rm2 also no problem
2019-02-12 17:08 | Report Abuse
i like joetay pick. can see what kind of person she is from her pick
2019-02-12 09:09 | Report Abuse
u are paying 11bil for company that is making roughly 200mil even if it grow by 10% every year which is considered superb performance. u will only get your return of 11bil 20 years later. U are still not making money after 20 years.
looking at its pattern of growth i would say 6% per annum is reasonable and u will start getting back your money after 26 years. Entering at this price is it feasable
2019-02-09 11:10 | Report Abuse
actually your table is quite outdated. its actually up to 1gbps which is 10 times faster than unifi catching up to global leader xfinity which sells their service up to 2gbps. Theres a fine line between moat and niche and i dont think timecom have a moat even with the advantages it have among its peers here. In few years time, i see that its not an issue for timecom to take away consumers from tm due to the obvious difference starting from the whole klang valley using timecom.
however this kind of business can it be replicated? fibre optic business i cannot be certain.
Although it is undisputed that timecom is uncontested for now. and i dont really like u use the word cheap and moat together.
2019-01-22 23:10 | Report Abuse
dksh and its sad margin. it is cheap for a reason
2019-01-21 15:04 | Report Abuse
how is china con termination gamuda business lol
2019-01-14 02:20 | Report Abuse
not sustainable. no way this result can last one year
2019-01-14 02:17 | Report Abuse
ql has been very expensive since forever.
2019-01-09 19:03 | Report Abuse
i believe its a correction due to high pe
2019-01-08 14:27 | Report Abuse
article out already. still dont run?
2019-01-05 14:52 | Report Abuse
Most of tech stock is short life and in a more rapid speed. With each new technology implemented components will be different, methods will be different. Maybe semiconductor will be replaced by nano tech or hydrogen cell in the future who knows.
2019-01-05 12:57 | Report Abuse
Typo it’s 3 bear years
2019-01-05 12:55 | Report Abuse
Example only okay
2019-01-05 11:07 | Report Abuse
Posted by 10154899906070843 > Jan 4, 2019 10:39 PM | Report Abuse
Godhand, if growing from 300 million revebue per quarter to 900 million revenue is not a sign of a growing moat, please do describe to me a company that does exactly what QL is doing and does it better. Market leaders generally have a moat. And please don't simplify moats to just brand recognition, management performance can be a moat (Warren), size can be a moat, first adopters can be a moat.
Anyway, I'll make it easier for you. Find me an Asian company in this part of the world that competes directly just with ql lifestock farming division at 1.9 billion in revenue ( animal feed raw material production, day old chicken and broilers) and does it better than ql resources.
Go ahead. I'll pay you your research fees and eat my hat.
You would recognize a moat if it bit you in the ass(et).
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It is call growing not moat. Moat is something that is very very hard to get close to or impossible to attack. Think of it this way, when the castle is surrounded with deep trench filled with water, how does the land unit attack the castle?
Do you think its impossible to replicate ql egg business?? To me its a no.
and one more thing i have to strongly disagree with you brand is everything. Management will die off, brand will stay there forever. If the brand is tie to a person, the company is bound to die. Example = Apple
2019-01-05 10:53 | Report Abuse
Reason is simple. If I have 10million. and i get average 12% cagr in 30 years i will have 500million.
2019-01-05 10:50 | Report Abuse
Icon8888 Yes. Jon will very likely underperform in bull and in normal market
That is the weak link of his investing model
Which is why I until now is still not convinced that it is suitable for him
05/01/2019 06:11
As long as his cagr can beat the inflation of 4-5%, he will be growing his networth in value.
say he make 15% every year for 9 years in bull market. loss 15% in bear market. his cagr will be 12% . with capital of 100k u will get arnd 300k. in 28 years bull market 2 years bear market, u will get arnd 5 millions.
The most important factor is never to lose money in investing
what icon say is true, work on your capital first. however i have other perspective. dont gamble in your investment. u can risk in your business work on your earning power. say if your yearly income is 50k make it 500k first or 1million per year. then only focus on investment.
2019-01-04 21:51 | Report Abuse
Nestle on the other hand has moat. The moat is milo. The brand itself is a moat.
2019-01-04 21:47 | Report Abuse
moat to be has only one meaning the possibility of the business to be replicated. It can be strong or weak. When a business cannot be copied, its irreplacable and therefore u can demand high margin. When u think of it, all good business have high margin.
Think of it this way can macdonald ever be replicated?
it can never be copied therefore it has a very strong moat. To me QL has some sort of weak moat or u could call it niche but far fetch from irreplacable.
2019-01-03 15:21 | Report Abuse
Looking at your comment you are looking at surface only. U only know skin. U don’t even know what tony visions are. Budget Passenger carrier service is only to absorb market participation very much like grab or do U think it’s the only source of income? I notice u somehow trying to compared it to ql. I can tell u airasia is in another tier.
2019-01-03 14:52 | Report Abuse
I would choose aeoncr anytime over rcecap business wise. I think it’s a so so company.
2019-01-03 12:50 | Report Abuse
not interested in automobile industry. feel like it will get disrupted very easily . especially component manufacturing company. The only real money making machine is their stake in perodua.
2019-01-02 12:00 | Report Abuse
10154899906070843 anyway, just some more information for you too digest to understand how ql works. when you try digest a lesser managed competitor LAYHONG try to look at their previous quarter results announcement. Why did they have a big loss? It was due to 8% increase in feedstock prices from soy etc, and a culling of chickens in tamparuli for their broiler farms. Why did this not happen to QL? They also had broiler farms nearby? It is because of their attention to biological safety and agricultural quality (no culling as all the chickens were safe). they also produce their own feedstock mix from palm oil kernels and other materials (which come from their plantations) so the rise in soy prices did not even affect QL.
Thats why when kids like Choivo capital thought they were making a good deal investing in LAYHONG they burned all their money, high revenue, very low margins, no vertical integration. When they got caught swimming naked, all their positions turned to dust.
These are not new things, and you could see it coming a mile away. It just takes business sense to see beyond just numbers and figures and truly understand how a business works, what challenges they face, and what their competitors are doing differently. PE will never tell you this.
that is called understanding your stock.
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This is what we call business advantage.
2019-01-02 10:50 | Report Abuse
dont touch anything u dont understand la
2019-01-01 23:22 | Report Abuse
so much confident on gtronic eh
2019-01-01 20:30 | Report Abuse
No offence but this pick very risky even if oil good year also not much gain
2018-12-31 16:52 | Report Abuse
STOCKPICK 2019
Airasia 16%
Ahealth 12%
Kossan 10%
Wcehb 10%
Gamuda 10%
Ajinomoto 10%
Tongher 8%
Iqgroup 8%
Superlon 8%
Pohuat 8
2018-12-28 12:05 | Report Abuse
This counter many years already depressed margin
2018-12-26 14:37 | Report Abuse
buy good property and construction stock and hold. sure earn money
2018-12-26 12:21 | Report Abuse
Vs competitive industries. business wise it has no competitive edge, can be copied very easily, can be bullied by client. good business will never be bullied by client. Business wise already fail.
U dont even know what is happening inside. Dont touch if u dont know
2018-12-21 16:38 | Report Abuse
7 11 has 2000+ stores while QL has like 60 stores. Are u like downright retarded
Stock: [KOSSAN]: KOSSAN RUBBER INDUSTRIES BHD
2020-05-13 20:28 | Report Abuse
even at max capacity i doubt their growth would exceed 15%. so its fucking overvalue