gohkimhock

gohkimhock | Joined since 2013-03-02

Investing Experience Advanced
Risk Profile Moderate

No longer a speculator. I am a value investor now.

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User Comments
News & Blogs
Stock

2022-03-15 20:29 | Report Abuse

kudos to JP Morgan. They called it a spade a spade. This is what differentiate professional analysts than our half past 6 analysts. RM100 kononnya..

News & Blogs

2022-03-14 18:36 | Report Abuse

maybe his half past 6 financial advisor told him..

Stock

2022-03-12 09:52 | Report Abuse

no supernormal profit how to give good dividend? You need to research back their pre-pandemic dividend payouts and this will be what you expecting of in future..

News & Blogs

2022-03-12 09:43 | Report Abuse

It is very obvious this promoter wanted to scam people with ARBB, instead of promoting it alone, tried to put this con counter together with other tech counters. Too bad in i3 there are still a lot of good and experienced traders here able to spot it as this is an open forum. 臥虎藏龍

News & Blogs

2022-03-12 07:43 | Report Abuse

the technology companies worth to keep are MPI, Inari and Unisem only.

Stock

2022-03-09 13:16 | Report Abuse

RM87.6m

worse than some of the pre-pandemic quarterly results..

News & Blogs

2022-03-09 11:29 | Report Abuse

Finally you understand why i said steel counters are just a pure hype.

They have to buy raw material at sky high price and stack into their inventories with no guarantee those high priced material could be offloaded at another high price or not. For those companies which take huge bank loans to finance their operations, it will be much worse. Cash flow will be severely affected. The good ones will survive at higher revenue but only slight increase in net profit. Only the upstream players will get the most benefits from commodity price increase. It happens to all industries.

Expect a lot of impairments soon. All these products are not basic necessities items. Like cigarettes, in Malaysia, there is always a way to get some cheaper alternatives elsewhere..

Time to ditch all your garbage financial advisors..

News & Blogs

2022-03-07 21:40 | Report Abuse

When we talk about dividend investing here, it means consistent one.

We are not talking about those one off like gloves or companies selling asset to pay shareholders dividend. As this kind of thing is unsustainable. Take for example gloves, they did pay hefty dividend(though not all of them) last year, but after the mania had evaporate, its price will slide like no tomorrow. So the capital loss will not able to cover the dividend in the end.

What we need is to look for companies able to give good sustained dividend yield, without interrupting its cashflow.

“If you aren’t thinking about owning a stock for 10 years, don’t even think about owning it for 10 minutes.” - Warren Buffet

News & Blogs

2022-03-07 21:32 | Report Abuse

one the best example is OKA. For the past few years alone, i have collected at least 20sen dividend from OKA. I will just let it sitting there idly. Its dividend yield of more than 5% and prudent management, net cash company without any borrowings, public infrastructure beneficiary, what can one ask for? I was surprised not many people know about this gem..

News & Blogs

2022-03-06 19:28 | Report Abuse

Ukraine is the 2nd largest country in Europe. When you see Russia so easily crushed Ukraine, this spells trouble for the rest of the Baltic countries, or even the whole Europe.

News & Blogs
News & Blogs

2022-03-04 12:04 | Report Abuse

typical gambler mindset. Hoping for fast buck in the shortest of time at the expense of the innocents ones. That's why i have lost all my respect for you years ago..

News & Blogs

2022-03-04 09:28 | Report Abuse

@Jesse why tax amount for YA2019 was only 804k? shouldn't it be 24%? In 2021 it was 10 fold..

News & Blogs

2022-03-03 13:38 | Report Abuse

they arrived at PE 36 by not paying any single sen of tax which is very misleading.. The PE will be printed as at least 70 when listing date comes. I want to know how much amount of tax they underestimated in the prior year?

News & Blogs

2022-03-03 13:11 | Report Abuse

@Cipta definitely FarmFresh will have positive cash flow. But the interest expense will eat into its profit. Dutch Lady latest FYE RM1.14b. Net profit RM248m PE 8.4 EPS 388 DY 1.54%.. incomparable to DutchLady. Don't expect much from this new IPO.

News & Blogs

2022-03-03 12:41 | Report Abuse

the author highlighted the biggest issue here. The capital from this IPO can only last for 2 years. What happen after 2 years? Rights issue? Private placement? The high borrowings is also a big concern. I never liked companies with such debt..

News & Blogs

2022-03-03 11:31 | Report Abuse

every year companies have to pay corporate tax. Do you plan to exclude it off too?

Stock

2022-02-28 20:36 | Report Abuse

The high fuel costs will kill it even faster.

News & Blogs

2022-02-28 15:21 | Report Abuse

negative cash flow and high borrowings..

News & Blogs

2022-02-27 03:45 | Report Abuse

all glovetards starting to panic, as Omicron variant signals the end of a pandemic..

News & Blogs
Stock

2022-02-23 22:49 | Report Abuse

the only ways to save the glove counters are either a full mutation to the covid19 virus whereby the spike protein is changed totally or wait for another pandemic. There will be no miracle aside from this. Thousands of factories in China are producing gloves daily. Even countries from South Asia has been ramping up production too..

Stock

2022-02-23 22:37 | Report Abuse

Finally who the good and who the bad guys are revealed. Who try to help you to save your money and who try to set a trap for you with the infamous bursabets hoax supported by those fake so-called "sifus"..

Stock

2022-02-22 19:50 | Report Abuse

历害! record breaking results again.

Stock

2022-02-22 19:45 | Report Abuse

proven again naysayers were right; why we stopped people from incurring more losses..

News & Blogs

2022-02-21 14:29 | Report Abuse

okay, let's us look at another scenario.

Why is Public Bank selling higher than Affin Bank since they are doing the same kind of business? Both have banking license.

According to Investopedia, a blue chip stock is a huge company with an excellent reputation. These are typically large, well-established, and financially sound companies that have operated for many years and that have dependable earnings, often paying dividends to investors. A blue chip stock typically has a market capitalization in the billions, is generally the market leader or among the top three companies in its sector, and is more often than not a household name.

Stock

2022-02-18 18:53 | Report Abuse

If not of the tax writeback, it would have posted a net loss..

Stock

2022-02-18 15:28 | Report Abuse

It will be panic in and panic out lol..

News & Blogs

2022-02-17 23:36 | Report Abuse

what about durian RM30?

News & Blogs

2022-02-17 21:23 | Report Abuse

全部口講春袋爽! 由Wawasan 2020至现在. 一鳩撚样失敗..

News & Blogs

2022-02-16 12:41 | Report Abuse

@pang72 Steel stocks are full of debt. Could see some major cash flow issues due to receivables too. Only Press Metal and Annjoo is playable. I still favour banking and construction this year, adding to the list is 5G theme riding on the back of technology sector..

News & Blogs

2022-02-16 12:24 | Report Abuse

uncle KYY, it seems you are not smart at all..

Stock

2022-02-12 13:07 | Report Abuse

I prefer Grab-Singtel. I feel safe being there..

News & Blogs

2022-02-12 13:02 | Report Abuse

last time I remember he compared Heng Yuan to Nestlé. lol.. Really laugh die me..

Stock

2022-02-10 15:47 | Report Abuse

let show me another limit up!

News & Blogs

2022-02-07 12:52 | Report Abuse

Everybody has his own self-interest in the name of fengshui. Nobody here truly understand 阴阳五行. Simply interpreting fengshui according to their modus operandi. Pathetic..

News & Blogs

2022-02-07 12:47 | Report Abuse

Covid19 will become epidemic. It won't become endemic..

News & Blogs

2022-02-04 15:10 | Report Abuse

If Umno were to win next general elections, we might back to being a kleptocracy and could be worse than Somalia..

News & Blogs

2022-01-28 17:35 | Report Abuse

wait until you see all steel companies balance sheets and cash flow. The only company worth investing is Press Metal. The others will have cash flows problems..

Stock

2022-01-28 17:24 | Report Abuse

Selling your crown jewel is akin to self destruction. Coming quarters after the sale will be very bad..

News & Blogs

2022-01-27 21:36 | Report Abuse

The majority of your lifetime returns are determined by how cool you keep your head during a market panic. Good investing is where time horizon, temperament, and optimism meet..

News & Blogs

2022-01-27 11:21 | Report Abuse

If Pejuang to go it alone, and if any of their candidate able to win any seat, I will run naked for a day. Note the word alone..

News & Blogs

2022-01-24 20:52 | Report Abuse

Calvin, i beg to differ. Glove is just a small segment. And the industry is expected to mushroom everywhere due to its low cost of production. The same cannot be said on technology. What we are seeing today is just a weakness, and it will come back stronger. Technology will keep on evolving and it will continue to change the world. As long as those tech counters which are not overvalued(below PE25), the value is there..

General

2022-01-24 20:21 | Report Abuse

with the slogan of "Demi Melayu & Islam" and a pack of rice, it is so easy for Umno to retain power..

Stock

2022-01-24 20:13 | Report Abuse

Ong Choo Meng has a very good business sense..

News & Blogs

2022-01-23 13:11 | Report Abuse

Philips is the only one sifu I respect in i3 forum. The others are all garbage with own personal agenda and selfish..

Stock

2022-01-23 04:02 | Report Abuse

口講春袋爽

Stock

2022-01-21 20:03 | Report Abuse

Resignation due to disagreement in fixing audit fee.

The external Auditor might be asking too high auditing fees. Maybe because of either growing numbers in revenue or assets. Normally is either one of these two..

Audit fee are reviewed each year. It is based on the size of the business.