3.4 very soon

Buyers wil find that 200,000 shares seller parked at 3.40 irresistible

When a stock price is not doing well and there is no obvious sign of rot, i will delete it from my watchlist

No eye see

Usually it will then recover fast

paperplane taught me this

When a stock price is not doing well and there is no obvious sign of rot, i will delete it from my watchlist

No eye see

Usually it will then recover fast

paperplane taught me this

They are expert in consumer products so they should be able to easily digest auric pacific

I bought a bit of this at 1.10 after seeing one forum member put it in 2019 stock pick

Wait for 2.00

Yes. Should have added it and kick out dinosaur Oriental

But never mind, real life I ride it with Encik Zamry

Real money real profit , even better



Najib Zamry icon8888 why you never add DKSH in your portfolio?
14/01/2019 11:24

This stock if no economic crisis (because they geared up quite a bit), can do very well

Added more today

Thanks for the lead

Ok

Forgot to add dksh to this portfolio

Should have kicked out oriental and put it in

added some after reading DK66 (aka Andy Ang) article

don't be too cynical. When you are cynical, you completely shutdown

the world is very big and complex, many possibilities exist

never say something is definitely a hoax

never say something is impossible

many cynics said, "why would the Vietnam government award a concession to a nobody called Jaks ? It is a hoax. There must be something fishy"

now DK66 provides the explanation below

=======

Jaks於2011年动工清理场地后便处于静态，前后换了2 个中国伙伴都因为无法得到任何银行资助而无法动工。2014年5月中越南海纠纷引发了一场“反华暴动”，中国冻结了对许多越南工程。Jaks已耗资2亿令吉。眼看将要泡汤。曾一度与TENAGA商讨合作，后来中国越南领袖互相拜访重新友好。中国大减钢铁产能而冻结燃煤产量导致煤电厂工程喊停。此举导致煤电公司出走寻找机会。又逢中国发起的一带一路计划给合格的项目得以融资。同时，越南政府也修改了政策以便项目的条例符合中资银行的严格融资条件。机缘巧合，天时地利，海阳燃煤电厂项目办妥了。

How about icon8888 ? Did he con your money ? He would like to know

Thanks bro dk66

I must also start talking more about religion , because that will make me a better person

Hmmm....

Oh ok... Calvin has faith so he is a good person and he goes heaven

I see...

Even though he is a sinner， because he opens mouth close mouth talk religion, next time when he leaves this world he is guaranteed a place in heaven

Ya , Calvin talks about the teaching of his religion, he must be a very good person

Hmmm must be ...

Hmmm must be ....

Somebody who opens mouth close mouth talk about religion, he must be a very good person

Calvin must be a person with good heart and integrity, because he always talks about religion

LOL

connie mama very seldom comments

if she scolds you, you must be a very very naughty boy

Eh last time you lectured me when I called for buy around 1.60 woh

https://www.express.co.uk/news/politics/1071336/Brexit-news-Theresa-May-EU-deal-rejection-MPs-Parliament-procedure-People-s-Vote-no-deal

Getting emotional again ?

Theory no use

Check the past few years figures

Yes They need to spend some money to upgrade

But if you look back past few years capex, it is actually not excessive

High capex companies are London biscuits, mflour, Engtex etc

Hengyuan 's capex per annum is for maintenance. Only once in blue moon they invest big, and that is usually for good reason (to upgrade or add new capacity)

I consider it a normal company

Who is that ? Scratching my head

Really ? Please provide figures to substantiate

-------


4. Capital intensive

The group has cleaned up. Not much baggage. Now in good position to move forward

They will nurture this entity into a blue chip

PNB mah

Investing mah

Like three to four years ...

You need to take a longer term view. Then you don't have these water fish , sharks, etc problems

Strange boy....


Choivo Capital
2635 posts
Posted by Choivo Capital > Jan 12, 2019 02:48 PM | Report Abuse

Icon,

I expect to under-perform the index in bull years, and beat it in normal or bear years.

Though tbh, malaysia index is kind of rubbish, so i expect to beat it during bull year.

Over a 20 year period, i expect to beat the index very comfortably. And value investing is the only one that can provide that consistently.

Having said that, if OTB make 100% in bull, you make 50% and i make 20%, with the index say 15%.

I'll be extremely happy. They are worse things in life than to make a little less profit than the

https://www.thestar.com.my/business/business-news/2019/01/12/eyes-on-mbm-as-auto-sector-poised-for-a-rebound-mbm-poised-to-ride-on-recovery-in-auto-sector/

Such as ? I am looking for ideas

Thanks Goh

Posted by Goh Kim Hock > Jan 12, 2019 11:56 AM | Report Abuse

2nd liner belongs to those who make consistent profit and be able to pay dividends.

The most important thing is they deliver a bok bok chooi Vietnamese ah moi

But even if that happens, shrewd investors would see through it and look at core earning

Coming Q provision for BG ?

Wah correct ten year Low woh

moneykj
4226 posts
Posted by moneykj > Jan 12, 2019 09:50 AM | Report Abuse

Evergreen ASP can be mitigated by strong USD and lower glue price(low petroleum price). Also panel board and furniture on strong demand. Not a strong growth stock but share price at 10 years low.

Yes correct

Low rubber price play

Heard also capacity expansion story (not familiar with details)

Evergreen how about oversupply ? Thanks

Lbalum why choose ? Thanks

I not so high class. I don't live in developed country

go make police report lah

wah dinosaur roars