ding, tiabo lah

i think the problem is at steel trading, did u call n question the management?

paperplane, u re too optimistic, kpscb does not own empty land, it is all property with building
for me privatisation is more than enough

the book value of wisma wan stands at 9.5m, n they sell at 14.2
14.2\9.5=50%, a tiny appreciation of 50% in 18yrs, does it make sense

for example, perakcorp can sell the land cheap cheap to gov

sime darby 粒声都不敢出

actually with perak gov 51% stake, they can cover the sky with a single palm

since i dun think there will be another time of privatization, which is the only catalyst, i better sell it quick

that means perakcorp is just a asset vehicle of perak gov, n all the kick ass behind the veil is bn

well, now the prob is prkcorp is not gonna distribute the cash collect from integrax to the shareholders and use the cash to build the childish theme park.

this is wat the investor worry about

Fairfax raise bet on mudajya further after the lame result

yes, u jump i jump,

17m loss on quoted shares, dunno it is realised or unrealised?

宣扬迷信，腐朽，封建，不科学，作者应该拿去批斗

video leh, put it on youtube pls

competitiveness can sharpen the edge, the more aggressive the better, when u're challenged, u bet with ur dignity n reputation which make u a man.

Be a man, common!

hmm, the great thing about stock investment would be I'm the boss n i control everything.

A person will work the best when he/she is on his own.

Indivudualism works best in stock market

N my employess r i3 investor, bloggers, star, the edge, bursa marketplace....

nowadays Padini = Pasar Malam brand
U free me one Padini clothe i oso dun wn, yimzuodeng tim

frankly speaking, i dun really like TKK (Insas) keeps buying Hohup as Im bearish on prop side.

The more he buys Hohup, the shorter term I'll hold insas

"cheap tactics such as revaluation of properties, etc"
this is the key to achieve that target, hehehehahaha

hmm, power plant in China is the main contributor, bedding also not bad
but associate assset impair down 8m, i think it is Karambunai.
Nevertheless, cash burn a bit only, making net asset rm2.4, cash net all debt still around rm1.5
I gv facb a "hold" rating

u r so productive recently, full time investor?

using market cap to measure how much bjcorp's subsidiary worth is not right, as it neglected the huge debts underlying the bal sheet.

For exp, Tony bought AirAsia with rm1 only, but pls bear in mind that he had to bear rm40million debts of AirAsia at that time.

Indeed Johotin is an attractive stock at this price (I own it), but permanent holding?
U think it is the next pbb?
Other than Johotin, Kianjoo--Canone also get into west africa
Johotin can nvr mopolize the market

鬼不知道咩，要私有化肯定是有好料在里面啦

thx, i used to look at this stock bcoz lengyan is holding it.
But there is too less info available on this industry, n the board nvr disclose anything bout their operation
ALways say something like "Revenue dropped bcoz demand less"

Fxxx, ghost also know la, nandao "revenue dropped bcoz demand increase""

So i skipped this counter

good word to say is hedging, but actually is shorting against klci.
Although I oso no look good on bursa, but shorting requires timing other than a good macro view.
Haha, Icon u r so un-Malaysia

Big collapse doesnt hurt me since i hv holding power, if it does happen, simply earn less n hold longer loh.

hmm, i simply browse through ur post ony, is this the
"head i win, tail i dun lose much" scenario?

Jiayou bro, we nid more extraordinary voice from u. Those anasysts r just chicken sitting in a air conditioned n hatching eggs on a office chair.

Y this time ur post so mild, pls add more cili padi

你都有资格叫分享集？你以为你是冷眼？害我以为这是冷眼的新文

no, acccording to gaap, quoted investment must be marked to market price. Only associate can be stated at cost

That's not the point, u think ppl want to fly with aa if the crash is comfirmed.

investing in ordinary share, the maximum losses u can suffer is zero.
so dun think that a stock at it's lowest would eventually rebound.

coz the lowest can go to zero

REDTONE INTERNATIONAL BERHAD (“REDTONE” or “THE COMPANY”)
LETTER OF AWARD TO BUILD, OPERATE AND MAINTAIN RADIO ACCESS NETWORK INFRASTRUCTURE IN RURAL AREAS IN SARAWAK AND JOHOR AS PART OF MALAYSIAN COMMUNICATIONS AND MULTIMEDIA COMMISSION’S TIME 3 EXTENSION PROGRAMME

is tower project being grabbed by Redtone?

没错，FACB就是要耗得起，我跟你船了，记得要罩着我

tq, Calvin again, go go power ranger!!!

will look into bjcorp after u strong recommendation

Mfcb has around rm40mil of quoted investment in Malaysia, due to the correction, would it affect the next quarter's earning due to impairment loss on quoted shares?

I dun wn him to talkcock anymore, but i wn him to belanja me wahyu beef

but now the stocks he recommended is quitemaking sense

dun afraid ppl throw rotten eggs at him?

40mil disposal gain, divide by 3mil shares, equal to profit gain of 13cents per share

go go power ranger, tq Calvintaneng

笔者主要是在说Muiind可能是个value trap，我有一些反对的意见。

表面上Muiind好像是年年亏大钱，好像差不多要倒闭似的，但如果你从现金流来看马联却年年有收入，这些都是真金白银袋进口袋的钱，free cash flow平均都在100mil，这种现金流充沛的公司根本不可能倒闭。其之所以账面亏损是因为减记（depreciation），其世界各地的产业的价值不单没有重估，而且还年年减记，而减记亏损必须被算在income statement里面的。同样的，马联也持有很股票，而股价的纸上损失也必须被算在income statement，才导致其成绩那么难看。但是这些账面亏损是不涉及现金的，不用掏钱出来的。

其庞大的债务在价值连城的地产面前根本不值一提，随便卖掉产业就足以一笔勾销了。

至于马联是否会把卖地赚回来的钱益股东呢？不要忘了邱继炳本身是马联最大的股东，资金会退最大的受惠者是他本人。

but how u get 8% plus yield, using the current price of rm4.5, after share split the price will be rm2.25, so divvy is rm0.5, 0.05/2.25*100 = 2.2% only

where got such a big frog jump around the street.

a good overall view of the macro situation, many ppl when seeing thing only will tilt to one side, either over optimis or over pessimitic.

I can u r able to find a balance in btw, good job Feli!

Bro tq for ur precised analysis, ur points hv solved my doubts n strenghten my confidence on KSL.

I do hold KSl n my original tp is rm5 based on net-net valuation, I might consider to revise my tp to a higher lv after reading ur articles, great job!

Calvin really did his homework, latest valuation of UK corus hotel fo rm1 billion is based on the info from the latest the edge weeky "MUI in limelight for asset sale plan"

I was shocked when I found that UK Corus could fetch a value of 4 fold of book value, UK prop market is really hot

kindly provide me the rest of stocks which were being kicked out from SC

我整天经过kesas highway，看到在tol awan besar两旁刚起好的公寓非常壮观，犹如钢骨森林和一片片闪闪发光的玻璃落地窗，可是却空了了，只看见几个单位有衣服在阳台晾晒。

it is really hard to track n prove Calvin's fascinating performance, since he left his comments everywhere corner of i3, why dun Calvin just set up his own blog, so that he can express his view n opinion in his own territory, n it is easier for us to address Calvin's statement like what KCchong is doing.

If he lazy to do so, he can call Tankw to help compile his comments, lol