纸浆起价，台湾人都已经在疯狂抢购卫生纸了，各大霸级市场的卫生纸都被抢购一空，如今只能限额购买，每人最多只限购买两条。

Ya, can tell from the private placement tranches start to delay, many funds n smart investors stucked in this co.

顶呱呱，中国的治污染政策是造王者。

Can la, all those mutual funds start to sneak in Destini, Rozabill off market the shares to them

Wonderful 旺得福

人弃我取吧

Yes, share price might go to Holland, but the dividend will only go to ur bank acc

有问题的公司，大股东兼董事忙于买卖自家公司的股票多于经营业务，感觉比龙筹股还毒，value trap.

虽然是net cash公司，可是inventory也奇高，今年是狗年，不是豹年，存货销不出就死了。

“In addition, the Group is also relentlessly penetrating into property development either
through acquisition of land or joint venture with the land owner.”

傻的吗？

50% of the asset is receivable, terror business model

这是很好的提问，通常这个时候肯定选股不选市。

柿子要挑软的吃，出口股也要挑有Hedging的买。

我的首选是护盘30趴，周息率高达7%的Liihen，管它股价上下，股息收了再说。

同样以出口美国为主的就是Pohuat，同样股息定定派。

美国去年年尾有两个大台风，家里破碎，我们就是要赚死人钱。只要需求大于供应就能转嫁成本。

另外就是Hevea，60%护盘，开发利润更高的无臭味家具，出口到日本，日本有个东京2020奥运，距离现在只剩两年。

体育馆的外部结构做好了，这是就需要内部装潢，日本喜欢木质材料，所以需要用到大量的木夹板。

Ya, Honda SG old stocks cleared dy, new production fully complied with Euro Emmission standard.

Honda Malaysia for sure is doing good with the newly open Johor 4S centre. Honda has taken over Toyota for the first seat in the non-national car segment for a long time.

So far I dun forsee Toyota has any new model that can compete with Honda, Sienta already sienz liao, lol

Plantation is a no brainer, it will grow itself.

the hospital is also closing the breakeven gap.

SG hotel already refurbished.

Most importantly Japan Yen borrowing is depreciating with the strenthening of Ringgit, thus less debt amount to repay.

So what are u waiting for? forget about Aberdeen.

Revving up right now, Salcon punya boss Eddie Leong emerged as sub shareholder, must hv something to do with the piping.

Oil good solar also good

" However, the Group remains cautious in its launches to avoid holding high level of stock."

This is the key to survive in property glut scenario.

lets bet on the next quarter lo

Lol, u will see..

Hoh hoh, Camres huat

Harvest time for all the hotels around the world

实话实说而已

well done again, palm oil mill is the grower

马来餐厅没有吃到食物中毒就偷笑了

tmd 卖白粉，电话诈骗我们的钱还不够？

这是大马版的纸牌屋。有钱不如有权，有权自然有钱。

不错，中肯的点评

红海产业行不通，所以一定要走光纤蓝海。

好料的，最近的巧克力是很便宜，不过还是不要吃太多为妙。

我也觉得是comfort

Supermx and Advanta are excluded,

Something in btw 500mil and 1bil, the current mrkt cap of Comfort is 600mil, not hard to guess

数据控来的

这让我想起Sushi Zan卖，不过就是捏捏各饭团，不用蒸不用煮，却每天都在排队。

The privatisation price of Hovid is at 38cents, 1.5 times of the net asset per share.

Ngam ngam YSP is also selling at 1.5 p/naps, given YSP has neglectable intangible asset, no dilution from warrants and also no record of manufacutring license revocation,

that's mean the real instrinsic value of YSP should fare better than Hovid.

我看到这个年轻CEO很有拼劲，而且也不断的有新股东加持，应该会有一番作为。

大股东也太不自量力了

又要自肥了

Why bother Deustch bank, as Peter Lynch said:"there are many reasons to sell, but only one reason to buy, which is capital gain."

So far the non-exec John Curtis is buying :)

Im not recommeding ppl to buy Crescendo now, juz sharing my pov and decisions and up to date analysis.

Ya, Crescendo I bought at a high price and Im having a paper loss of 30%.

But at the current share price, Crescendo is considered cheap in term of nta.

Their affordable landed properties hv the right market position, the wider group of middle to lower class still pursuing landed properties due to low maintanance fee and can stuff in many babies.

Somemore Crescendo is paying favourable dividend, got some increases recently.

Crescendo also diversifies into Education and recorded significant improvement of rev and profit, although it is not significant as its property arm.

I can see the mangement is trying hard to generate return for the shareholders at this challenging situation.

Of coz I would not sell it away and decided to hold.

Btw, I also own Kenanga shares.

因为一些中低阶层买了新车后就能靠驾Uber来帮补车贷，这是我在KL所观察到的现象。

所以A B型不超过80k的车款还是会卖到很好，不断增加，如Bezza、Persona甚至是City

老黄卖瓜

Harnlen got something

就觉得这只股怪怪的，重点是零股息，必定会打回原形。

Btw, it is still not the end for Liihen, wait for its d/y to go below 2% then only consider to sell.

agree with Bonbon, tell us more

看来现在还没有转型成功都已经看到甜头了，科科。

not bad，希望可以转型成功

发股凑钱来付管理费，原来产托是酱发薪资滴啊

水灾，是不是要花很多水来清洗呢？

不要忘了是国行把隔夜利率压抑在低水平，导致放在银行的存款不值钱，逼迫人民个个都想要借贷买屋子来保值。

好久没有遇到分红股后还会大起的股了，Luxchem是今年首发