tuneins? Nghaigua

u shall talk more bout's its business model, how Willowglen build moat on it SCADA over time

能见度很重要

thought can get some cheap stuff, but scrap value is only 0.05, still be low the share price.

yes, the office block is for recurrent income, hopefully they can lock in tenants for 2yrs, if not, then no good.

the property burst will be revealed in my next article, probably tomorrow, tq

if u check my previous article, u know im support for Insas, Insas is like a closed end fund like Icap (but better Icap), with only a few holding like hohup, inari, syf, omesti.

Fyi, Omesti is in close to get Kelantan e'court system contract

Kakashi? i hv no idea.

Aurora is considered 100% sold, but still left 3 acres to built abit of serviced apartment

Malton's Bukit Jalil City has launched phase one n phase 2 only, around 500m GDV, still got a long way to go to reach 4bil gdv.

But nvrmind, Hohup 等钱收罢了

and Hohup received 24m from Malton for fy2014, pls take note that Hohup has recieved 80m advances b4 the project started

Not much meaning, if u know Naruto, then u who is Kakashi, just to be funky, i add a "t" behind it, i hv been using this id since school day

Overpriced, Icon8888, Im ur follower since u started blogging last yr

股价酱给力，是时候跑人了。
GST前都没有办法催谷盈利，毛利率一再的萎缩。

现在的代理权值几许？你去中国买一打小米放上网上卖，你就是代理商了。

这个世界多100条你这种水鱼就好了，我all in买云顶赢

私有化呢？ M&A呢

Gpharos is better than Pworth in term of log extraction growth qoq, from Dec quarter to March quarter,

Pworth still dun hv enough of log concenssion to supply its owned plywood plant, they need to source another 50% capacity from supplier

TA enterprise vs. Mulpha, which one better?

yaloh, y tkk is throwing hohup shares, dun see any disposal gain

ding, the "P", like this oso can

Btw, Peter Cundill would also love to buy it

i like rich asset covered in distressed earning. I had a dinner at Hotel Armada, it should be a new landmark that represents PJ.

Thx for ur article, I buy it.

"On our land investment activity, after recognizing a hefty profit of RM96.10 million from our last land
transaction in 2012, we have embarked on the planning of other parcel of our land for the past one year.
As land planning is a lengthy process, no quick result can possibly be produced. However, we are glad to
inform that significant progress has been made and this will surely yield results and value for our Company in
the coming years."

taken from AR2013, could it be Hotel Armada?

rm200 plus ?! u pay me ar

can someone explain the accumulated losees of 171m in the balance sheet?

can YOCB be a pre-gst curi ayam play? for the march quarter

agree, no constant fcf within 3 yrs no talk

this week will know, he is a sub, his trading must be reported on Bursa.

Dun think too much, his sell down provide us a great oppo to get in

cant believe no analyst initiate on Latitud. Hevea, homeriz, Pohuat all got
Are they blind one

btw, may i know how confidence y re on Caely

can see u spend immense time on these 3 lack of coverage, lack of info supply counters, tq

Spectrum, simply like a Toto license.

Dun worry la, juz like ppl upgrade streamyx to Unifi, ppl will also upgrade 3g to 4glte

For Malaysians, data is nvr enough

买股票本来就是人格分裂的运动，一方面你想要赚更多，另一方面你更加不想要输钱。

情绪是我们投资的利器，不是绊脚石，但是这把利器不好使，唯有理解自己在投资上所产生的情绪，才能驾驭情绪，做出最佳的投资判断和决定。

yes, PE comparison Laitude is 7% higher than Liihen but i think Latitude worth it and more.

And I dun think Latitud should be cheaper than Hevea and Homeriz which the latter's earning so so only.

if Insas mark its 27% associate Inari to market price, then huat lo

"Land can be valuable, if you own the only empty plot in Midtown Manhattan you're sitting on a fortune. But those cases are rare. More likely for a net-net is a company owns a plot of land in Altoona, PA or Eaton, OH where land is in ample supply. For readers who live on the coasts and and are under the impression that the US is overpopulated I'd encourage you to drive across the country. The United States is a vastly empty place with a few tiny hubs of human activity. Anyone who's driven across South Dakota, Iowa, Ohio, or Montana would agree. There is so much empty land it's almost incredible. In many small towns there is no premium to land. To build a new facility outside of the city limits would cost as much as getting an existing facility up to code." Oddball

the land of Kbunai are all located at Sabah, whereby the land is ample of supply.
U need to develop the land only to see value come in whereby development means uncertainty.

Sunway can simply build a resort besides Kbunai's nexus.

I also dun hv too much confident on holding co, thats y I take a book value based approach, ie ncav, nnwc or rnav, once exceed the MOS, then i'll let go.

Everything price too low below liquidation value is a good buy

thx for kcchong mutual fund myth debunked.
Actually no one including researchers wanna to conduct the study, our common knowledge is so poor on mutual fund area.

Thx for kcchong's generosity to conduct the study, and hope that theEdge can buy n post up this useful post on their paper

i agree with no.8 Announcement of Company Directors’ buying or selling shares

checking insiders' transaction is my everyday's homework, whereby u can find many undervalued gems there

insiders disposal also signaling u the timing to sell

sometimes NTA boost up, share price will also follow,
like BJcorp latest quarter nta boost from 1.35 to 1.65,
no matter how lame is the counter, share price will have to pick up with the nta.

most ppl look for earning boost, but some look for nta boost

diff view, diff play, hope calvintaneng to gv some long gas comment here

still can buy now, treating insas's preference share as liability n dilution of warrant, roughly nta still can worth rm1.50 from rm1.8

uncle koon, i bet u to buy ifcamsc now, next year profit for sure will be better this year under gst regime.

Apparently it is a air-conditioned pasar malam, in Mid-valley they gather all gerai-gerai into one big pasar malam

if it is a RTO by Pui, than shareholders can laugh the way to bank, but if it is injecting new business, than it would be question marks for the future of abrics.

Since special divvy declared, there is higher possibility of injecting new biz rather rto.

Seems like Ong family wanna get some cash back, then continue the co wif new biz and Pui.

This is my opinion

if risk free rate increases, for example bank negara rate hike, how would affect the valuation of insas-pa?

and he bought consistently at 2.00-2.10ringgit price range, that's he is quietly collecting shares n trying not to push share price up

given his consistent purchases, there's a firm support at rm2

ya, feel like follow boss de boat, atleast buy a bit lo, no one knows better of the co other than the insiders

Chinamen for sure will fight for the deregulation, not easy for malaysia players to enjoy longer honey moon period

no divvy means no legs, ppl dun bother about earning without divvy.
a common question:"if u company earn so much, y u dun pay divvy?"

for future use? i dunno what will happen tomolo, y dun u gv me now, u boss got salary, i dun hv wor

optimus go diok gugu, oh i forgot u dun hv gugu

mixture of property again, sienz

adminstrative expenses surge up to 8m!

dun quite get wat u mean, where's ur formula from? Is this another saying of technical analysis?