In a bull mkt, Risk premium is low so All sorts of Stocks will fly just look at our mkt now salted fish is swimming, over price warrant is being chase up like mad. In fact during these time best strategy for me is look for low volume stock with a bit of turnaround story and wait.So far it work well.I don't bother with good dividen as most of these will be highly priced so upside is limited.
So if you ask me we are still in a bull mkt stage. Liquidity is at all time high after the round of properties speculation so these money have to go somewhere ( Bursa of course!)

No need to get too emotional, Big Buaya need to consolidate his holdings in PJdev and OSKp. This Game plan is the best option with intention to pump in 2 listed company into one eat up those fools (minorty lah) if possible using little amount of money. OLH know he won't be able to get all PJD and OSKP to accept with a low ball offer and that is not his intention to buy all shares.This is way cheaper than MGO offer. Alway see Major Shareholder intention and one very important thing I learn investing in stock in Malaysia STAY AWAY from known conman and Cronies Stock even if it look delicious for behind lurks a hungry tiger. Another think 90% of Malsia stock never hold on to new high for long as most Stock are listed only when the potential to grow have slow and owners need to cash out

Hi let me give my 1 cent worth, We should see the whole deal in the Bos OLH eyes. What outcome benefit him what he wants to achieve and maximises his return, don't be so selfish think of yourself only hahaha..... I think yes he want more share in OSK but not willing to do MGO on PJ as he don't want to pay a premium so he use the SC loophole to get what he want. Pay kacang putih and gain control. Ultimately he expect some fools will sell,swap PJ and OSKP to him. He just need about 10 - 15% fools to achieve his goal. Feel free to give you view if u think otherwise. Happy investing but on the look out for the Cliff!

friend see what I say about playing crony backed companies hahaha... even during IPO when I check it out, I find the assumptions and forcast tak masok akal only can be approved by SC as same gang.

Yes US will usually have a huge correction in stock and then this give the president to push for Gov spending to jump start the economy. They must have a very good excuse like financial meltdown to prompt a major spending spree!

My view is if the market price of a stock have drop more than 15% usually it is very difficult to rebound back to previous high unless it is very undervalued. I advise switching to good stocks that will have better potential if possible. If you have sell down on the way like I did then take this opportunity to wait and nibble on stocks that you think will rebound much faster when the market goes up. And last word I doubt market will be back to glory levels so soon the best case senerio is rebound back a bit and stay level for quite sometime. If a major correction do occur then a big rebound is possible. ( This is a small bear market drop my friend)

Hi everyone, I am bored so come here to kacau a bit, I don't recommend new investors to play BJgrp, There is plenty of stocks to buy with good value, yes it may go up so what? There is huge amount of issued Bgrp shares so the moment the share is pushed up the buayas will throw them to you and when market is weak there will accumulate slowly for years. Before anybody tell me how much assets it have just look back 10 to 15 years BJgrp have enormous amount of quality assets and license from GOV you know lah almost free from Gov.BUT all this is held in trust for You know who..... sorry BJgrp small shareholder can go fly kite. Oh this advise also goes to most GLC yep. Sorry to be so harsh.
Don't believe me go look into the history hahaha.... You may not remember but I did advise all of you to becareful when BJ grp is being goreng it usually comes near the end of the bull run. Go check my posting by typing my name. I indicated many times to forumer to take profit as I am selling all my holding this 2 months. So Happy investing.

KC very good report I would say.Going by the amount of goreng going on the top stock most of which are rubbish I guess punter don't mind. It is like going to genting knowing damm well they will lose. Another thing is the Crony companies that get all sorts of Gov contract but never make money.The listed company is used as a banker to siphon off the profit leaving crumps for the listed stocks. Of course these stock will be goreng when they get these contract. Yeh Goreng ikan bilis !!

Yes this is where you do your homework. Research the company report see broker report then get a rough estimate of target price likely possible. Downside look at how well they manage the company historically and assets if any will be a plus.Companies with Lots of cash usually will think of ways to waste it so beware. Anyway generally hot stock and stocks played by instituition are best avoided. Crony and milk cow stock used for fixed deposit usually held by politician trustees. So you end up with only about 20% stock worth looking at. Trust me 2% is more than enough to make good money. Been there made my cash many times over. But I can't give any tip at the moment as I am unloading my stocks as I find market overvalued. If possible trade through a broker and get some advice as it cost you slightly more but if he is good you got yourself a finacial consultant for peanuts!

Hi all my friends holding semua tek wa wb, I don't understand why you guys are asking all this question when I say sell or switch to mother share as soon as possible. Wb is overvalued, WA sorry no hope unless you see pigs flying. If you need to understand further look into my replies and comments about warrant and be wiser in your investment. Of course I am bias in a way but then again I don't get burnt by buying rubbish. (search for my name)

Sorry bro MRHS memang org paling baik diMalsia yg mahai mulia. Saya memang yahat, Tak suruh you org beli semuatek. Maaf dan Ampun

take my advise if you still want to play semuatec switch to mother share if you are holding warrant. That is if you can outplay the tiger MrHS. Haahahaha....

buy only if you think mother share is good. As long as premium and life is within acceptable limits it is not important. Read again what I said earlier. I think I shouldn't comment about Pmetal as I missed it due to high absolute price compare with what I was playing. If you still think it still can make 50% or more from now then it should good.

Hi Adian Simple, First and second step make sure stock is good then ONLY you look at the warrant,then as long as premium is not over 20 to 25% with at least 2 year life. Warrant below 1 years life preferable with little or no premium. Leverage if less then 30% I wouldn't bother buying. This is just a general guideline for warrant investment.
Market now in liquidity bullrun so you see pigs flying.Becareful as I don't see much opportunity to make big gains. If you follow my rule of thumb in stock investing, buy only if the stock have at least 50% upside and 15% downside risk. Sorry no reccomendation for stock as I am unloading slowly. HaHaHa.....

Hope newbies read this with a bowl of salt. Warrant are great for its leverage but it will sent you to poor house many time faster if you make the wrong buy. I am not disputing Kchongnz article here. I just want to add this buy warrant only on very good stocks. Speculative and crony infested stock with questionable intergity is best avoided. When the market turns south you will see all your hard earn money burned doubly fast. Overvalued warrant is another case to avoided. Just look at the active warrant stock being traded at stupid price now.I will not name any as it will not be fair to the investor concern so buyer beware.
Be very selective when you play warrants and the reward will be spectacular. Before you want to tell me "what do you know advising others". I specialise on Warrants play and I never touch anything if it is not very sound and undervalued with spectacular result. Anyway I will once in a while leaves tip for investors willing to listen to help them make wiser decision.

HI everybody I realised not many believe what I say in this super bull run time. B cap hold prudential insurance long time ago when I bought the shares then he sell Prudential at a stupid price. During that time I know Prudential was growing exponetially and BCap would be a huge bargain within a few years. Read my earlier post about milk cow. If Bcap hold prudential I assure you it will be blue chip now. Just recently if you check BGroup sold thousand of acres of land to another company and make kacang putih money after holding it for so long. Lastly Carson8 it is easy to make money this 2 year in fact I thing nobody can lose money if you simply buy stock. Another thing VT always buy back his share all the time for more than 20 years as far as I know. Anyway I cannot say too much so good luck everybody

I read the active blog on Bgroup here so couldn't resist checking out whats up. Remember if Bgroup counters moves we are usually near the end of the Bull run. Don't believe me check it out yourself. Of course you can make money from VT stocks but then again let see if you can out play him. For old players like me I play his counter numerous times and yes usually near the end of a bull run where making money is easy like taking candy from a baby. I just wish to remind my fellow punters there is thousand of stock in the market only about 10 to 20% are of good quality. Stay away from known conmen ,cronies and GLC companies if possible. Famous companies own by people like Bukan kari, VT, OAK, Halima,ramli bugger you are playing in the tiger den naked hahahaaa... All this people hold assets and license on their master behalf ( you know who lah no need to say ) the holding companies carries the debt and legality as needed. Yes VT companies own huge tracts of land in KL selangor worth billions and hold every damm lincense you can imagine. I check them out more than10 years ago and most of them are bought at lelong price from gov but there is no development done just held and sold off to .... .Look at DRB high Con, Asstrow and more. All this companies will make enough to not make it into PN17 or make shareholder angry but they will never make huge profit with all the license and contract from the Gov. All this are Milk Cow lah screwed from the BACK every day... Stay away from stock with huge volume as this is the time when the tiger come out to play sorry to prey hehehe......DO your homework and if you don't understand or it sound too good to be true stay away. Anyway enjoy the party while it last and only count you winning after the party is over which it will.
Sorry to be so harsh This is the least I could contribute here once in a while as I benefitted greatly from all the discussion as well as tips given good or bad in i3investor.

let me put in my 1 sen worth of thought. 119 mention the sukuk. It is convertible and not issued to shareholders (likely to buaya besar) . This block is 25 % of puncak capital if exercised and if not buaya still make 6% interest.No need to mention who is holding this block. If puncak dosen't get a good deal Buaya can cash out and still make 6%, if puncak flies bcos got durian runtuh from Fed Gov, Buaya exercised sukuk option to increase his share in Puncak, you guys got screw either way hhahahaha... . Fed Gov is desperate to go ahead with Langat2 mainly bcos a lot anak buaya need money for mistress. All the water player are supposed to have reduced leaked water by repairing old pipes but have not done much as they are hoping to push Langat 2 which is way more easy and profitable option.
I suggest looking at the Buaya point of view if you want to play this stock, personally I tend to stay away from all this Buaya besar stock bcos in the long term all get screwed nicely. Don't believe me just study Sejarah bursa malaysia now a compulsary subjek in school and for you punters.Well if finger itchy go play a bit I know the feeling lah . Ok now just go take your pen knife and go chop the tree..

WCT was well managed cpy. Did you Notice that major shareholder is holding is very low. There is no incentive for them is build the company up. All there need to do is sustain and milk it once in a while. All big profitable and monopoly business is controlled by a few political parasites. Unless WCt is owned by them no juicy project will come only crumps and leftovers. This can be a good trading stock with so many construction jobs around but be careful as this is also the gambling den for LTH ASB which are no angels. If possible try to avoid this counter even though it looks like a bargain. Good luck

Hi everybody there I hope most forumer would have read the older postings before doing buy sell decision as a lot of advice was given to wouldbe buyer about KSL. Just go back and check my older postings regarding the price movement and major shareholders issue and you see why the price drop is so drastic. I post to help educate forumers avoid pitfalls and make some money as I also benefit from other sharing ideas here. Oh yes regarding my KSL sold weeks ago when it spike up and is not holding anything until good ideas comes along.

HI ok to me major shareholder r those owning more than 1%. These r people who can influence company direction. Another thing all controlling shareholders will hold at least 10% under nominess to play/control and manipulate the market whenever they wish without reporting to SC.If you can hold long term than this stock should be good as downside risk is at most 10% upside 50%, if you r going for trading with margin don't buy to the limit. LTH and EPF r sell/buy decision r not important as they tend to hold for a long time and rebalance their portfolio base on other criterias beside earnings. If the decision is to privatise Major shareholder will make a deal among themselves check out the MGO deals that have happen and u know what I mean. Don't take my advise religiously as I am very picky, I will not buy known crony stocks, stock run by known con mens and Gov insiders though they may look good in their balance sheet. A company with good earning with below returns on assets is also avoided.I only interested in company with estimated potential returns of 30 to 50% or more. So I play maybe 2 to 3 stock per year only and let just say I did buy KSL.

Hi Benjamin,Yes good for you you do your homework, yes it should be worth more than RM3.50 but then again go to their annual report look in the largest shareholder holding sum them up you see about 80% of total shares are held by them.Many large shareholder park a lot of holding under stock broker to play and here they need not disclose everytime they trade. MGO in bolehland is different. Look back to Worldwide holding this company assets( lankbanks and power plant etc) is way above MGO offer. Did anybody stop the MGO? Look at Gadek capital which is in car financing making very good profit with PE of less than 10 after the financial crisis. DRBHicon took it private and issue toilet paper(DRB shares) then sell the finance as EON capital at a high price. I was there and I held a lot of this rubbish totally screwed by DRBHicon.No objection from EPF SC ? Ok KSL is a good buy make a bit already hahaha.. just remember it is very illiquid anything happens you can't run without getting burned. THere are still some good KLSE companies where major shareholders cares about the minority but then again maybe 20% of them? I don't do detail analysis of stock I make rough estimation from their accounts and the the enviroment they operates in and I guess earning next year will be around 45 cents.Oh I am not saying the major holders are like DRB far from it they seems ok.

HI Benjamin,the likely move is privatisation if assets are very undervalued based on the movement of share price so far. No fund manager will buy bcos this share is "cornered". Fund manager will not take the risk and most fund manager reports say management not too willing in disclosing more then need to just comply with SC rule which we know is not minority friendly in the first place. So I think TP cannot be more than RM3 to factor in all the risk. It is definately very undervalued .Major holder decision to privatises will likely result in MGO of RM2.70 or another scenerio let the share price rise by giving dividends and be more open with their plans will mean TP of more than RM3 (2nd option is less attactive to the mojor holder). I thing this is a good buy but be careful as this is a cornered stock when there is major sell down there will be no buyer.

There is a good possiblity that it will be privatised. Major holders are holding more than 80% directly and indirectly of shares. If they want it to fly it will fly if they sell it will drop like a bomb. Look at worldwide it have lots of good landbank with good earnings but low dividends and depress share price. The Major holder keep share price low for a long time then do a low ball mandatory offer so all minority shareholders screwed. I was there hahah.. just sell don't bother to even look back. Some like B Assets are used as "banker" to hold land and assets to be dispose off at low price to major holder, family and friends and also political bigwig.If you check their annual report you will see what i mean. That is why I estimate TP RM2.70 as most MGO give 25% above market price.

Yes the profit and assets are great and very under valued. I think should be worth around RM2.70 as we have to factor in illiquidity of KSL .The major shareholders is already holding close to 80 to 90% of KSL and if they want to privatises it will go through. Don't hope for SC to do anything as I know they won't. I was caught long ago after the crisis in the DRB hicon Gadek cap share swap to rescue DRB hicon.They bull doze trough the deal, all minority shareholder screwed in the process.For small investors like us our ultimate advantage is we can sell and cut loss quickly unlike the big boys so remember this very important TIP! you can alway buy back if you think you make a mistake. Another thing is try not to play the crony stocks. Look at all there past records you will notice almost all don't grow their company but instead use it as milking cow.A Buaya will alway be a Buaya

Our Gov expenditure styles is to spend until noting left in the budget and if possible spend more than available. They know they can always ask for more or raise tax if the need arises. Look at our Gov budget and we have grossly huge civil servant payroll overpriced projects to siphon money from the rakyat. To stay in power they used the chinaman and religion to divide and rule.
Yes subsidy should be reduce in all item especially petrol sugar cooking oil but all import license should be abolish as this create artificial price control by parasite rent seekers. BRIM should be for the real poor, old with proper independent verification before dishing out the money. Before doing all this all government expenditure have to be control independently from political parties eg NGO and proper real independent auditor to ensure excessive wastage and corruption is minimised.