dont worry much. this company still has its niche where it serves the majority with budget apparel. recession is here chance to buy at very depressed price

if this company is having external issue with dyson better dont touch.

dyson making it clear whos the boss

calvin philosphy is low wont go lower. shit company wont become shit-ier. high wont go higher. good company wont grow. when up means pump and dump. if drop must buy. what kind of nonsense is this.

company with moat we sure dont have one for now. but i still believe we have companies with excellent system, management and product

even panasonic the branding does not belong to us.
pbb is company of excellent management and system. it is not really a moat. if banking industry has a moat we wouldnt have so many different bank account and credit card. it is highly competitive
without government assistance, i dont think there is a company with solid moat.

Not bursa no fundamental. its lacking companies with moat. if u take glc out of the equation we do not really have a company with moat. we simply cannot fight with country like US or China in exporting power

when got project will automatically up back

its because of 1 time zero tax event. this is a one off event do not need to be so excited

this time really huat

look at him talking. artificially lol

the way u written how they handle debt is purely assumption.

what is ur definition of greedy.

gamuda has moat la dumbfu**

calvin shit all over the place and left. at least give ur price target la ask ppl run only

Tax refund is another topic. U can get cannot get also not certain why u talk about tax refund. U know how genting is getting taxed meh

Posted by vitac > Dec 1, 2018 12:36 PM | Report Abuse

Sometime i think this is lkt tactics, you chop me then i chop you back, noneed pay tax cause lost making, want to make me die ok we die together.

who told u loss making no need pay tax. u go open all the loss making company annual report see they pay tax or not

i dont think it will ever reach 2 though.

theme park is losing money one. for sure. there is no single theme park in malaysia earning profit one. first year maybe. after that?

is like that one u think do business easy meh . hahaha

then there is royalties? in genting case its very complicated. maybe tax expert can share their view here

its hard to see because i believe many segments other than casino is suffering losses. u have to pay tax even if u lose. pretty sure u have to pay taxes for theme park and hotel even if they are not making money

corporate tax 24% no? got rebate la so -4% maybe corporate tax stands at 20% around there. with gambling tax 25%. tax is very complicated u cant see it in details in the financial report.

if suddenly the tax cut decrease from 35 to 30 i will buy hahahah

u see the theme park only acts as a bait for the people to spend on their gambling business. it doesnt matter if the theme park is a success if u get a huge cut in your money making machine.

if u think 10% hike in tax is nothing. you are just stupid. it means u dont do calculation

Tax issue -RM1.50, court case -RM0.60, QR loss -????? Just guess.

Im not worried about the theme park actually. its the gambling tax

just calculate their future earning roughly based on the tax increase. its worth around 2.50 with premium valuation.

risk may include technology disruption. but looking at hdd market, spacer has been use since the beginning of time, it just got smaller and smaller. so im not worried

its more like a niche. hdd will dominate high capacity market. ssd will dominate low capacity market. 2 totally different markets. And dufu revenue works in tandem to its spacer sold which also works in tandem to the increase in capacity of hdd.. we cannot call this a moat but dufu has a very special niche in market because spacer is one of the component which grow with data size. 1gb 1piece 4gb 4 pieces 10gb 10 pieces.

nearing my target price 2.50 lol

This price is 3.8 before split. Got chance but at 3.3 don’t want

His style is like throw 10 balls at one net with the eyes close

His logic is up already don’t buy. If last time u buy ql at 50c u probably sell at 1

https://klse.i3investor.com/blogs/godhand/183902.jsp

jon u cannot see pe. u need to see future pe. can be calculated based on tax reduction

bought 2 lots

bro choivo how to add label to your blog

otherwise all these are just empty talk.

can u back up with proof that dufu hdd business is going down?

Posted by stockholm999 > Nov 26, 2018 03:44 PM | Report Abuse

tomorrow up or down this counter? xD


divide by 3 multiply by 2

i have looked at all their receivables every quarter from 2011. they have high receivable at some point but they get their payment later on. i can post it in here for your good reference if you want. its perfectly normal to have credit notes and delayed payment for your regular customer.

its an issue if your revenue is stagnant and your receivable is piling up. this is not the case with dufu they are raking up their sales as well

the only point he makes that makes sense is dufu has increasing inventories and pay receivables. however dont forget the revenue is increasing as well.

hes implying the 'illusion profit' is hidden under receivables. if u have proof please by all means do so. otherwise it only means that payment to them is not yet settled. i think its perfectly normal to have increase receivables when your revenue increase no?

u do know that its a serious crime faking receipt right? u think the auditor has the balls to sign if the receipt is not legitimate?

Posted by i3Value > Nov 26, 2018 02:19 PM | Report Abuse

calvintaneng, i dont want comment on your conspiracy theory. Maybe real, maybe rubbish talk.

But your accounting explanation is totally nonsense and wrong. You dont look like you know basic accounting but want to write article that include accounting technicals?

If you real intention is to warn people, maybe remove the accounting technicals and focus on your conspiracy theory.


90% is rubbish

my average after bonus 2.22. my tp after bonus 3.07

i bought some at 3.4 was hoping it to drop to 3 but doesnt seem like it. today last day for bonus

im bullish at this price. 40-50% upside

felicity is one of the few in the entire forum who writes by placing importance on company future direction and vision. who talks about business instead of number. who talks about innovation instead of account book. who buy based on future instead of past. The only few who makes sense when talking about investing.

qqq3
we are not god like u. u can pluck out a number from the air. please excuse me

anyone else hantam-ing?