Newbie, u dun nid to sell any, coz u're not buying warrants, it would not expire.

U also no nid to be worry if u're not borrowing margin like kyy.

When the trend is reversed, all ur profit will be coming back.

The 庄家 right now is trying shake out all the exporters investors who hv no strong fundamental belief.

My Latitude right now also very hurt, from double profit to break even due to averaging up the cost.

The best thing u and i can do now is do nothing!

yes, 2 girls from Etiqa were in the AGM and questioning the directors a lot.

They were wearing Etiqa employee tags

simply doesnt make sense to protect solar industry at this low crude oil price environment.

It just another pattern like China protects its steel industry.

I believe no matter what kind of forces, sure cannot beat the invisible hand of free market economy.

你们的希望迟早会破灭

哇，他请你喝一个月星巴克？你酱好帮他擦鞋

Smart car is definitely the trend, just need to be more affordable for the tech inside the car.

We now can see the IT stuff like lcd panel, bluetooth that were only available in luxury cars appear in mid range cars like Polo, Vios.

Now hybrid cars are not that welcomed, first of all, it is expensive but now oil is cheap, fuel efficiency doesnt able to cover the cost of the cars.

then maintainance, ur neighbour garage has no idea how to fix hybrid, if got troubles u got to send back facotry, with the current weak ringgit, everything import is pretty costly.

So what kind of added value features should car manufaturers add into the a new car to attract buyers?

Yes, IT gadgets inside a car, we not juz wn a smartphone, we wn a smart car, everything must be smart.

Bcoz nowadays we dun work hard, we work smart.

the lower the sp, the higher the dividend yield, as simple as that.

你在你看到的只不过是幻觉，我们要懂得看穿幻觉背后的真相

i expect Jaycorp to outperform Pohuat, juz my lucky guess

no down wor, buy more

tee tiam lee 出售很重哦，一来就扫5m股

恩，很好听

Great, i still got another half plus cf

another 1.7m ringgit ESOS pumped into Kheesan again

seems like no improvement one, the result

不是讲好二月谈妥的吗，怎么拖到三月？

这次没有讲明期限，恐怕谈判会无限期进行……

我要看《进击的巨人》的巨人mascott

Review of the Dec quarter result:

No I wn to brag, every division is pointing to a positive direction, with new contracts keep on adding to the chest.

酱告Mclean不是要破产！？

Petronas没有良心兼等钱用，连虾米公司都hap

hmm, the situation is getting worst

So why not tumpang, Uber u still need to pay, tumpang is totally free.

Ya, we should launch a tumpang apps

im fren with Freddy Lim, he wanna push up the price of Destini.

I was fren with Koh Poh Seng, the boss of kpscb, he also pushed up the price

My god, why u wn to make the quarter so ugly, start up cost of almost wiped off the 21m pbt

U should capitalise the start up cost instead of expense it sekali gus.

I always like Rev growth more than profit growth, bcoz for a good management co, the profit sure will come after in the next quarter.

I always think forward, haha

my god, hopefully this will be like Nestle sued Century, and slowly 不了了之，haha

Did u remember Johotin June quarter also like that?

Like that also can ah?

Can, in stock market everything can

no up, what to do? 加码咯

Sometimes is like that one, even good result out u also got chance to buy.

Just like the numbers out already u still buy 4d, and win it.

Btw, tdy the market shows sign of bearish as a whole

Awc, awc, a.w.c.c.c

lets 一起帮AWC即将出炉的业绩打气

Now the 12m trailing pe of WTK is 11, b4 result was 19, so u can imagine how much the share price need to climb to come back to pe 19.

not good not bad, neutral.

then come to the disposal of Wisma Central:

" Once the disposal of this parcel is completed, the Group would then recognise the gain on disposal of approximately RM6 million in the financial year December 31, 2016.
With the exception of the above parcel, the remaining parcels of properties signed in the
SPAs were successfully completed and a disposal gain of RM9.9 million was recognized
in the financial year ended 31 December 2015."

That's mean there will be a 6m ringgits gain from wisma central can be juiced out in the next quarter.

And the most important, the managment is willing the share the gain with shareholders by paying 2.5cents， dividend yoy has grown 37%!

good result, i cannot demand more from it.

The division I most worry about is oil & gas, WTK eventually proven it can make money from oil & gas, this quarter has made 5m ringgit compare to break even in the previous quarter. As WTK is juz providing boats and engineering services to Petronas, hopefully this division will become a stable cash cow of WTK.

" The loss before tax for this quarter was mainly due to one-time
write off of expenses amounting to RM7.4 million previously capitalized in addition to
low FFB yield coupled with weak CPO prices to cover the operational costs as the palms
are still at its early production life cycle."

This is the common practice of WTK, tend to write down all the expenses first, so can pay less tax right now, it is considered bitter first, sweetness after. (先苦后甜)

Im a hybrid value investor, half long term, half short term, actually i had sold half at rm5.6 before the quarter released

no so gv strength （给力）this quarter, there was a write back of ppe of 13.5m, if normalised the earning, it would be 44.5m only.

"2016 began with the traditional lethargic demand for timber and timber products.
Plywood demand is expected to slow down in the first quarter of the year as timber traders/buyers in
Japan minimize their inventory holdings before the year end book closing at the end of March. "

This is abit headache, coz plywood is always the added value prod that fetches high profit margin.
And undeniably Japan is the largest client of Taann and the whole Malaysia.

And the trend starts to reverse, previously the Japanese able to sapu alot of made in Malaysia plywood due to cheap Ringgit. But now the Yen also deprciated alot, making purchase in USD expensive.

Therefore the japanese firms would prefer to source from local, Japan there actually also of source of wood one, but their enviroment awareness is high, so they very kedekut to cut it.

hmm, 2 buy calls, 2 hold calls, midf de report too cincai, ingore it, and usualy hold calls mean sell

U wouldnt demand dividend from warren buffet, but u question thong thong, why?

Bcoz u look down on made in Malaysia mah

Bershire Hathaway also nvr share dividend with u, isnt it?

As long as the nav keeps on increasing, and Insas did it.

when they find no investment opportunity, they will pay back u one, dun worry

Pmcorp is a good example, facb takes time

juz to recap the latest annual report 2015 of Insas:

"The current market value of our holdings in Inari Amertron Berhad is RM757 million (based on its current market capitalisation of RM2.8 billion) compared to our book value of RM170 million (including share of associate profits and reserves), giving us an unrealised revaluation gain of
RM587 million, or RM0.88 per share. "

Obviously, the stake in Inari is already worth more than the sp of Insas rm0.70 cents it self.

and dun forget:

"We also own several large strategic investments in public listed corporations where we are actively involved in their respective boards, including Ho Hup, SYF and Omesti. These various strategic holdings add strength to our diversity and strengthens our execution ability across a wider range of capabilities in our various business units. "

next quarter's earning will be more and more, why?

" gain on disposal of shares in an associate company of RM26.8 million "

During 2015 Dec quarter, Insas had disposed 8.65 shares in total resulting in 27m Ringgit disposal gain alone.

During 2015 Jan till Feb, Insas had disposed 10.3m shares, and there is still a March to make up the first quarter, u can guess roughly how much Insas will gain.

Not a rocket science, isn't it?

I went back from the agm, yuanlai Maybank Etiqa insurance is currently the second largest shareholder in the company, holding 20%, and last year not seen Etiqa in the list.

why my Mclean post not here one?

麦净Mclean: 发股收购上游 垂直整合齐节流
http://klse.i3investor.com/blogs/kakashit/91001.jsp

well written, keep up

Ebit is fantastic, but why made so much provision on tax, Calvin pls explain

Geng wo!

没办法咯，只好面对现实。

高价进场的朋友只要死都不放就不会亏啦，Laittud又不是油气股

gv me gv me, gv me more at 0.05cents, pls

playing CF rather than mother share, so cheap only, half yr to expire, premium 17% only, unbelievable

Question: Is weak Ringgit good for GCB's headging?

我就是因为这个蝴蝶公园而放弃Elsoft。

i also dun understand the proposal, need to clarification, seems like something fishy to me.

yeah, Mah Wee Hian is coming back.