kk123

kk123 | Joined since 2012-10-01

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

1,964

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,964
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2021-11-22 13:46 | Report Abuse

15 sen eps just this qtr alone.
The share shld be worth much more

Stock

2018-03-09 17:04 | Report Abuse

It does not matter how slowly you go as long as you do not stop. - confucius

Stock

2018-03-09 16:53 | Report Abuse

both the father and son are brilliant.

Stock

2018-03-02 11:40 | Report Abuse

GG_Liang ..
Avi-tech is cheap compared to the same sector average of it's m'sian counterpart...and its net cash company with cash hoard..have some...

Stock

2018-02-26 17:33 | Report Abuse

Bidder 102500 @ 20.50...cost = RM 2.1 million..

Stock

2018-02-26 17:17 | Report Abuse

"Its a dog year, not a cat year. So follow the top dogs"..

Stock

2018-02-26 17:11 | Report Abuse

Avi-tech
Current share price : S$54c
EPS : 5c
Dividend : 2.8c + 1.3c going X =2018-04-30
Yield: ~6.9%
Cash: ~30m
Current PE: 12x (estimated PE : 10.7X)
Debt: Zero.
Its doing burn- in testing for semiconductor companies in the automotive industry..
The owner/boss highlight he may explore value accretive potential M&A with its strong cashflow and cash balances (near zero debt). boss been buying back shares actively...
its in RHB top "small cap jewel" list..
Ok sayonara..and good luck..

Stock

2018-02-22 11:46 | Report Abuse

kesm is top dog recommendation by CIMB...so both kesm and sunright - is "top dog" in year of the dog.....

Stock

2018-02-20 14:51 | Report Abuse

kesm & sunright now is the 'Top Dog" in the year of dog...it will fly soon...

Stock

2018-02-19 18:43 | Report Abuse

According to the Chinese Horoscope theory, Male Earth is connected to the mountain. Dog mainly contains Male Earth with little Metal and Fire. The sign of 2018 Male Earth Dog year is two mountains sit side by side or another mountain.That will be a strong Earth. People will focus on real estate, agriculture, environment, territory integrity or religious, spiritual area.
2018 is a Mountain Dog year. Mountain Dog might be a wild dog.
The mountain Dog likes to invest.

Stock

2018-02-19 17:11 | Report Abuse

Now its officially year of dog... hopefully dow jones can continue its ascent to mount everest ...

Stock

2018-02-19 16:04 | Report Abuse

Kesm & sunright sama sama bagus...

Stock

2018-02-07 09:54 | Report Abuse

domp - u sold all ur sunright? its rebounding higher & higher

Stock

2018-02-01 15:37 | Report Abuse

i think once it goes above $1, it will attract more institutional investors...
so after that it may blast to the moon...

there is also another stock call "AVI-TECH" doing similar stuff & recommended by RHB as a "jewel"...the price is rebounding..and dividend seemed good..the boss is buying back shares actively..

Stock

2018-02-01 15:26 | Report Abuse

how many sunright u still hold domp ?

Stock

2018-02-01 15:22 | Report Abuse

why not $2.5 to $5 ? haha

Stock

2018-01-29 15:31 | Report Abuse

it should go much further...

Stock

2018-01-19 10:23 | Report Abuse

sunright continue its run, 2018 could be another record year...

Stock

2017-12-12 19:17 | Report Abuse

Old town is a malaysia brand ...
Its unfortunate now it fall to the dutch...

Stock

2017-11-27 18:35 | Report Abuse

Unless stanley can refund all the retailers who lost money due to trading in APLI stock.. he deserve to go to jail..

Stock

2017-11-22 18:47 | Report Abuse

We saw how :
I)penta move from 50c to $5
2)vitrox from 65c to $8..
3)kesm from 1.8 to $20

Sunright from 33c to 87.5c

So if u know where sunright is heading, or if i can tell u where its heading..
You will be very excited..

Stock

2017-11-22 13:43 | Report Abuse

Those who have kesm will be pleased with it..those with sunright also is pleased.
everybody should be pleased with the performance of both companies who is uniquely position to capture the growth in automotive tech industry and driverless car tech....
domp should be pleased with sunright (if he still holding).

Stock

2017-11-18 17:35 | Report Abuse

An investment (case study):
Pan Hong(listed in SGX).
Proposed dividend in spiecie per share: 3.51349 Sino Harbour Shares(listed in HK) per Pan Hong Share.
Sino harbour now priced at hkd $0.96c or sg $0.17c...
So in theory by buying 1 pan hong -you will get 3.51x0.17c = S$0.59 worth of sino shares..
More than Pan Hong price now of S$0.405c..
Market is pricing in a discount or margin of safety of around 45%...

Stock

2017-11-17 07:55 | Report Abuse

Yes ..Penta is great..from 50cents+ run to $5.15...
A legendary investor hold on from 50cents+ to now...
He told me that, usually nobody will hold from 50 cents to $5..
Most would have sold at $1....
Hopefully , sunright can do the impossible like penta...

Stock

2017-11-16 18:11 | Report Abuse

sunright still good......domp must be pleased with it.

Stock

2017-11-15 17:57 | Report Abuse

i think can still hold so long the company making progress.... Unless if dow drop 1000 points...

Stock

2017-11-06 18:55 | Report Abuse

Rule No.1 to finding a tenbagger is not selling the stock when it has gone up 40% or even 100%.

Stock

2017-11-06 14:45 | Report Abuse

Kesm break above rm 17..

Stock

2017-11-06 08:32 | Report Abuse

Sunright & kesm is still undervalue...for those who miss out can still look into : 
Avi-tech 
Current share price : S$53.5c 
EPS : 4.1c (estimated EPS 5c) 
Dividend : 2.8c , 1.8c going X on 13/11 
Yield: ~5% 
Cash: ~24m 
Current PE: 13x (estimated PE : 10.7X) 
Debt: near zero. 
Its doing burn- in testing for semiconductor companies in the automotive industry.. 
The owner/boss highlight he may explore value accretive potential M&A with its strong cashflow and cash balances (near zero debt). 
The stock have run up a bit together with its peers like sunright and AEM.. 
Its a decent growth company with strong dividend and cashflow & no debt hence can pay good dividend, with the potential for M&A , and in the booming/bullrun semicon sector... 
Rhb thinks that this is a "jewel".. in its top "small cap jewel" list.. 
Good luck & hope u make and i make..everybody make..$

Stock

2017-11-03 16:53 | Report Abuse

i am also looking at another company similar to kesm and sunright..
In fact its no secret n its also in the rhb top small cap jewel..
Its quite good so far- it moved up to now 53cents..
http://www.avi-tech.com.sg

I wish u all the best n hopefully kesm go above $20 soon

Stock

2017-11-03 07:30 | Report Abuse

So here the latest calculations on sunright..
Sunright owned ~48% of KESM shares... 
KESM market cap= RM$724M or S$241M 
48% of S$241M=$115M 
So dividing by the number of shares outstanding for sunright $115M/122M, that stake alone is worth ~94cents... 
Now Sunright is trading at 78 cents...or a 17% discount for its stake in kesm alone....

So...although the discount has narrowed to 17%..from 65% previously ...but it still an opportunity..
Given:
i) sunright is flush with cash of around S$71M (debt S$25M)- at grp lvl.
ii)latest EPS is 7.5c or PE is ~10x earnings.. vs another company in similar industry AEM whereby the PE= ~20x..although AEM the growth in revenue is higher ie 400% vs 100% for sunright..
Iv)the industry and economy outlook in the US is good..due to one best employee call -donald trump..
V)outlook of KESM good...

Stock

2017-11-02 10:05 | Report Abuse

KESM can either do Bonus issue, increase dividend, give free warrants or do active share buy back.. i think active share buy back is better.

Stock

2017-11-01 17:33 | Report Abuse

Domp shld be pleased with sunright......
sunright actually not just operate in msia&sg.. It has operation's world wide..so it has enough moat to ride the nasdaq/semicon bull run ..
i think the next catalyst for kesm can be either another record profit Or a bonus issue..
base on klsei3 record...last time it gives bonus was way back in 2002... Now +15 years later.
Date
07-Nov-2002 25-Nov-2002 BONUS_ISSUE 3 : 2

Stock

2017-11-01 16:19 | Report Abuse

In the more advance countries now, u can call your car to start and come to you in front of your car porch and it will come...And once you are in the highway you can do auto pilot...not fully autonomous but it can detect cars in the front back and side and drive by itself...
the CEO of NVIDIA corp has also predicted that in the next 4-5 years maybe car can be fully automated...all these cars is powered by chips..
so when u call uber or grab.. the car will come, but with no driver inside.. it can take u where ever..
The car can also work for you, ie It can make income for you by driving by itself..to fetch customers..using artificial intelligence supported by micro-chips , processors, software's, GPS, radar, camera's- CCTV, etc...
somebody has to test all these "chips".. and usually the big semicond players like intel,qualcomm,NXP, nvidia, AMD will usually outsource this backend testing process...
Thats where sunright and kesm comes into play.....so the future is vry good for them.. :)

Stock

2017-11-01 16:01 | Report Abuse

Just let the winning ones run... when its still undervalue.. there's no problem at all.

Stock

2017-10-30 20:08 | Report Abuse

Yes..sunright is a good one... i think its still undervalue..
Once elon musk -tesla perfected the auto pilot feature in tesla ...it can then be the new standard in every car - "fully autonomous".
In fact this feature is already in tesla but not yet perfect... not availabe in kampung yet..
All these cars need a chip and software..etc..
And some body needs to test these chips..

https://youtu.be/tP7VdxVY6UQ

Stock

2017-10-30 11:26 | Report Abuse

Or if u want to invest directly into the future....: AI (artificial intelligence) chips for self driving car or robotics...Can try NVIDIA...
But note that NVIDIA share price has also gone up over 300% in 1 yr...
"We are 4 years away from fully autonomous cars..." - NVIDIA CEO...
So in another 4 years - You may see cars and maybe in local context - a Proton/Geely - driving by itself...on "auto pilot" mode...
And KESM will be on the backend - testing all these chips...and making money just base on that

Stock

2017-10-30 11:11 | Report Abuse

Kesm can easily do a bonus 1 for 1....
but some company don't want to do that as they want only quality investors....
Like Berkshire "A" share...1 unit =$281,600
Those of you who have USD$ 281K can try BRK-"A".. or
if u have around USD$1100, can try Amazon $1100 or GOOGLE(Alphabet) $1200.

Stock

2017-10-30 10:07 | Report Abuse

domp shld be pleased with his sunright.....which........ i think is still undervalue...

Stock

2017-10-26 19:30 | Report Abuse

Domp shld be pleased with the performance of sunright..

Stock

2017-10-24 18:07 | Report Abuse

Top glove is #1 in the world.
They are like apple or samsung in the glove industry.

Stock

2017-10-24 13:32 | Report Abuse

left comfort, kossan & harta.

Stock

2017-10-23 17:19 | Report Abuse

Cubalah -Sunright... hanya S$0.63 atau RM 1.80 sahaja..
Anaknya ialah kesm.....

Stock

2017-10-17 14:39 | Report Abuse

Penta a semicon equipment manufacturer.. goes from rm 0.50c to almost rm $5..
imagine what sunright can be/will become , if it manage to run like penta...

Stock

2017-10-17 14:35 | Report Abuse

Sunright (0.61 cents) stake value in KESM is > than it's own mkt cap....
it needs just need more analyst coverage & goreng...
AEM - same sector goreng up now above $3 dollars..

Stock

2017-10-06 14:22 | Report Abuse

sunright is still cheap @S$0.60 cents or RM 1.80.......
its stake in kesm alone is worth ~S$0.90 cents.
so there is a lot of upside if they dont screw up in the next 1 to 2 years.