lloydlim

lloydlim | Joined since 2013-07-14

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2013-11-27 18:25 | Report Abuse

PE 8.46 + 1.2B installation new pipeline project awarded soon + stock related to water issue. Worth to keep or buy more!

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2013-11-27 18:04 | Report Abuse

林俊松, they shall announce by coming AGM on Dec 16, pls keep an eye on it, tqvm.

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2013-11-27 18:00 | Report Abuse

When RSI over 70 means that too much buyers & surely will keep on uptrend for at least 3 trading days.

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2013-11-27 17:55 | Report Abuse

Director Anne already mentioned earlier that she cash out for pocket money! U might do de same thing if u r de director! Nothing to worry about guys!

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2013-11-27 17:46 | Report Abuse

Luckily I bought a lot! Tomorrow keep buying! Cheers!

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2013-11-27 17:37 | Report Abuse

Slts, dun gv up! That's another round for inari, perhaps u can buy again after inari hit 1.80, sure got correction with that high of price. Keep observing ya!

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2013-11-27 17:01 | Report Abuse

Agree with u 文耀! Shall hit at least 1.30 when inari enter to main board!

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2013-11-27 16:58 | Report Abuse

Guys, collect more today as de Q3 result is expected out very soon.

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2013-11-27 16:01 | Report Abuse

Derektan, I like de way u think & agree with u. Cheers!

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2013-11-27 15:58 | Report Abuse

Cool down ! Cool down! Wait, wait & wait!

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2013-11-27 15:53 | Report Abuse

Buy Buy Buy! Go ahead with No fear!

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2013-11-27 13:42 | Report Abuse

Slts, I also waiting for lower entry too...... but y not buy some now for insurance? If uptrend continue, u wouldn't miss de chance! If fall to yr target price than buy as many as u could. That's de way which wise man will do!

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2013-11-27 13:31 | Report Abuse

Fortunebull, nothing to worry about, uptrend momentum still remain unchanged. 1 day u surely will laugh until nonstop! Time will tell, now hold & wait for de next flight! Cheers!

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2013-11-27 13:24 | Report Abuse

eu7985, I suggest u aim for Inari or insas, sure money over there if u got holding power.

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2013-11-27 13:19 | Report Abuse

Moving to main board is de next momentum for uptrend! Better accumulate now or else we could regret in de near future.

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2013-11-27 12:58 | Report Abuse

clc6152, chatting at here using malay or allah wouldn't affected our decision on investment. Sometimes we using Chinese wording at this forum also, so I think we r ok with Allah, Jesus or Guan Yin as long as those gods could let our uptrend dream come true! Hope u get it!

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2013-11-27 12:50 | Report Abuse

I strongly believe 20c pull back wouldn't happen before Dec 16.

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2013-11-27 11:12 | Report Abuse

Quarterly result should b outstanding!

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2013-11-27 11:10 | Report Abuse

Dun rebound 1st, hope to buy more at 0.86. Fall down pls!

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2013-11-27 11:08 | Report Abuse

As what Wong Chie Kiong said healthy correction, now waiting to buy more at around 1.00 for warrant.

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2013-11-27 10:00 | Report Abuse

Hope tomorrow drop to 0.86

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2013-11-27 09:40 | Report Abuse

Agree with u yusriy69

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2013-11-27 08:55 | Report Abuse

Long term investment should be no problem! Buy & keep!

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2013-11-27 08:52 | Report Abuse

New high to be expected today! Cheers

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2013-11-26 21:07 | Report Abuse

Fortunebull, where r u? Pls share yr opinion on insas over here, tqvm.

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2013-11-26 21:03 | Report Abuse

pilindo, how about allocate some of yr fund on Homeriz?

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2013-11-26 21:00 | Report Abuse

Friendly reminder that HLIB gv a FV price of 1.90 to Inari. Better buy more by tomorrow morning as de room for profit still high for us. Happy investing guys.

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2013-11-26 20:13 | Report Abuse

High possibility to reach TP of 1.70 for mother by tomorrow due to the fantastic Q1 result! Enjoy de flight guys!

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2013-11-26 19:47 | Report Abuse

Guys, if anyone of u here got de latest analysis research report on inari, pls share de link over here, thanks a lot!

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2013-11-26 19:32 | Report Abuse

Good news ya! Happy investing guys! As what HLIB projected previously, it should worth at least 1.90 per share. Cheers!

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2013-11-26 18:56 | Report Abuse

T800, I think de comments posted by officejanitor below on 23/11 might useful to u.

It seems to me that some of you who have bought this stock or intrigued by it are frustrated and angry. Some even console themselves by thinking up conspiracy theory or will wait for the 3rd quarter report as a guide. All because the price did not go up the way you thought it will be. Well the thing is that the stock market doesn’t owe anyone a living.

Our decision to buy or sell a security based on thorough analysis should be what an investor rely on to have a safety of principal and an adequate return. Having set the tone of this letter, let us take a look what Instacom have. ( I am biased here so read with caution ! ) At 26sen, it is valued at around RM183m. A profit guarantee of RM15m for FY13 and FY14 has been given by the sponsors.

In May, it secured a RM205m contract spread till 2015 which probably gives a profit of RM8m to RM10m for next two and a half years. Assuming FY14 would return RM25m, Instacom is priced at an undemanding 7.3X compared to OCK’s 19X. Whatever metrics are used, Instacom is way cheaper than OCK. Furthermore unlike OCK, Instacom has yet an institutional investor.

Recent share spike after the budget announcement of 1500 telco towers probably excited many people. Rightly so. Sabah and Sarawak are not like the Peninsula. You really need to know the terrain and the people to get things done. Anyone who is competing a job there need to think not only the technical and logistical support but of the immigration too. Who are Instacom competitors in East Malaysia? I can’t think of anyone at this point and this thought is blowing my mind off. So if you do know a serious contender by all means do tell before my brains swell up. By the way, the budget stated RM1.5 billion to roll out these towers, but current market average cost is around RM300k per tower. Interesting isn’t it? 

Enough of the economics. The question that some of you demanded answers is probably why did they sell? Aren’t they supposed to buy and make everybody happy? Coincidentally they announced a change of the auditor and this is not making things smoother for this forum. Is something rotten going on? Well I don’t have the answer. But assuming I am one of them, I would look at my shareholdings and realized that the warrant which I got for free is 19 sen and the mother share is 34 sen while the conversion price is 33 sen. Oh my! I can sell a synthetic mother share at 51 sen! Or why not sell the warrant and buy the mother share? Even better if the mother share will drop to as low as it will go before I buy them to replace the warrants I’d sold earlier? (You do the maths ).

A warrant loses its value over time and worst still if ever higher dividends are announced. Did I say that the management is thinking of a REIT ala Tower Reit? I won’t be surprised if Instacom starts to dish out higher dividends over the coming years after paring down their debts. Anne is a product of the ’93 market and being one of Datuk Effendi’s key lieutenants, she is as smart as they come. And Effendi doesn’t suffer fools gladly. ( You still think there is an insider element?) As Buffett would say, if you don’t know the winning horse, bet on the jockey. And this bet definitely has a placing and probably a win too….23/11/2013 00:00

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2013-11-26 18:35 | Report Abuse

Derektan, u really expert on analysis, welldone & thanks very much ya.

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2013-11-26 18:27 | Report Abuse

Tqvm derektan. Shall buy more when selling pressure reduce after tomorrow.

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2013-11-26 17:50 | Report Abuse

Expecting before April 2014

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2013-11-26 17:27 | Report Abuse

R u sure gweilo regarding de 170m unrealized surplus for Inari is not yet reflected in a/c?

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2013-11-26 17:23 | Report Abuse

Welldone derektan, may I know yr TP on Insas? Mind to share here, tqvm.

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2013-11-26 16:03 | Report Abuse

Should b an outstanding quarterly result for what I expected. Now hold & wait.

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2013-11-26 15:56 | Report Abuse

This is de 2nd wave only, 3rd wave shall start after Dec 16. Tunggu sampai durian besar jatuh baru sedap!

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2013-11-26 15:41 | Report Abuse

Refer to Insas Q1 result, u should know Inari was doing very very well recently.

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2013-11-26 15:21 | Report Abuse

Q1 result surely will disappointed u, kevin5059

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2013-11-26 15:17 | Report Abuse

Dividend of 1c for such a huge profit earning quarter surely will disappointed speculators & contra players. Selling pressure shall reduce after those punters release their stocks. Be patience guys!

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2013-11-26 15:11 | Report Abuse

dingding, Q3 result should be outstanding compare to coming Q4 result.

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2013-11-26 13:46 | Report Abuse

消息人士说,配合子公司上市计划,英莎料推出更固定的股息派发政策,同时为了发行凭单和股票分拆,将发行新股扩大股本

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2013-11-26 10:52 | Report Abuse

Shake off all punters 1st before new wave begin

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2013-11-26 10:50 | Report Abuse

I just increased my stock on warrant this morning, happy investing guys!

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2013-11-26 10:24 | Report Abuse

I think should be today or tomorrow, act fast ya dingding!

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2013-11-26 10:07 | Report Abuse

Derektan, u r right! Hopefully there r more genuine investors buying today rather than speculators.