Analisa gila2

Abandon KSL Switch to plenitude! http://klse.i3investor.com/blogs/kcchongnz/57943.jsp

Lucky I run fast!

Run!

Silly posting. Yaoshiu.

Yaoshiu. tak mau jalan jugak.

Sell! Too many news! It's a trap! I have sold all to lock in profit.

Fortunebullz, already into his 50s, he is still financially struggling. In and out is as good as betting on red and black in the casino table.

Selama ini aku mencari-cari teman yang sejati buat menemani waktu trading. Bersyukur kini, @ayamtua yang dicari selama ini telah aku temui.

Dengannya @ayamtua di sisi, kerja-kerja melombong duit di Bursa senang diharungi. Kepada mu Allah, aku panjatkan doa agar @ayamtua kekal bersahabat dengan aku.

Kepadamu @ayamtua, aku pohon sokongan, pengorbanan dan pengertian. Aku bersyukur kerana @aymtua telah ungkapkan EAH, frontkn and AHB dan segala-galanya. Teruskanlah usaha menurun tips.

Sell on news!

wt222 & James Lim, don't fight each other. Let's make the following conclusion.

wt222: may have his fingers burnt before by China stock, and presently do not hold any Xinquan.

James Lim: may have his fingers burnt also, but continue to possess the characteristic of "confirmation bias". James surely still has Xinquan in his portfolio.

"Confirmation Bias" means you tend to favour information that confirms your belief. In this case, you strongly believe the integrity of auditor. You display this bias when you gather information selectively, or you interpret it in a biased way. You tend to ignore the actual facts such as "Chinese Scam".

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XINQUAN: A CASE STUDY FOR IMPACTS FOR THE RECEIPT OF FREE WARRANTS

Say an investor purchased 10k shares of xinquan at RM0.960 pre-free-warrant periods. After the ex-date, he will receive 5k free shares of xinquan-wa. Let's see how his investment has performed:

Pre Ex-date for free warrants
10k shares Xinquan @ 0.96, i.e. RM9,600.00
Investment Cost: RM9,600.00

Post Ex-date for free warrants (based on today values)
10k shares Xinquan @ 0.590, i.e. RM5,900.00
5k shares Xinquan-wa @ 0.14, i.e. RM700.00
Net value for his investment in Xinquan now is at RM6,600.00

Hence, the losses resulted is RM3,000.00 or 31.25%.

Avoid China Stocks at all costs!

Run!

Uncle bukan uncle yang aku kenali dulu. Uncle bukan uncle yang pernah memukau. Di belakang kita, uncle dua insan berbeza yang mencari-cari arahnya sendiri. Dahulu suara senada, seia sekata. Tibanya saatnya, bercanggah jua.

Uncle yang bersifat baru, berubah dengan waktu. Uncle dan keangkuhan uncle mencabar kesabaran aku. Ke mana kelembutan, uncle yang bersopan. Diri aku dikasarkan oleh pengalaman.

Kini uncle berjauhan, rahmatnya kedamaian. Biarkan uncle pergi, biarkan aku di sini. Biarkan uncle pergi, aku redha sendiri.

CPO enters into bear market!

http://www.nst.com.my/node/23178

Don't dream lah friend, sell tomorrow morning and switch to OSKProp. KSL has peaked, and it's time for reversal.

Lucky I have sold today.

Market cap of Xinquan now reduced to RM193mil. The company is sitting on a cash piles of RM500mil. Cabut!

titus, this is NOT about tenant-turn-house owner. This is to cheer up everybody. I kena kao kao by this counter. I have so far lost more than 40k for holding on Mudajaya, Jtiasa, MFCB & Xinquan.

SURAT TERBUKA KEPADA SAUDARA ANTO

Anto yang dikasihi,

Badan aku sudah naik lemau dek mudajaya masih merayau di paras RM2.44. Kisah penundaan kerja-kerja pengaktifan loji janakuasa di India amat menyayat hati pelabur kecik macam aku ni.

Mengapa berlaku penundaan demi penundaan? Apa mudajaya tak tahu cara serta kaedahnya? Kalu itu alasannya, aku nak bagi beberapa cadangan untuk pertimbangan saudara.

Mula-mula nyalakan mancis, hidupkan obor, siram minyak tanah atas kepala obor tersebut biar api bersemarak-semarakan, bedil obor berkenaan, campak-kan batang obor yang sedang berapi itu ke dalam kebuk pembakaran loji janakuasa.

Pakaian mungkin bertukar comot (kotor) sesudah menyudahkan kegiatan di atas. Salin pakaian, minyakkan kepala, sikat rambut berbentuk karipap, panggil sidang media, pakai pembesar suara jernama Sony, hebah-kan sejelas-jelasnya agar mesej pengaktifan loji janakuasa di India telah dan sudah masok ke dalam gegendang telinga penganalisis saham.

Harap cadangan di atas berguna.

Ikhlas,
Matakuda

XINQUAN: A CASE STUDY FOR IMPACTS FOR THE RECEIPT OF FREE WARRANTS

Say an investor purchased 10k shares of xinquan at RM0.960 pre-free-warrant periods. After the ex-date, he will receive 5k free shares of xinquan-wa. Let's see how his investment has performed:

Pre Ex-date for free warrants
10k shares Xinquan @ 0.96, i.e. RM9,600.00
Investment Cost: RM9,600.00

Post Ex-date for free warrants (based on today values)
10k shares Xinquan @ 0.590, i.e. RM5,900.00
5k shares Xinquan-wa @ 0.14, i.e. RM700.00
Net value for his investment in Xinquan now is at RM6,600.00

Hence, the losses resulted is RM3,000.00 or 31.25%.

Avoid China Stocks at all costs!

Alhamdulilah, ada peningkatan di awal dagangan. Uncle beli, aku jual, aku kaya, aku kaya.... Aku dah boleh jadi pemilik bukan sewa rumah. Makan tak habis minum tak sudah, bil api air semua bayar awal. Tulis cek selamba tak risau batal. Masuk dalam bank, dalam akaun ada banyak kosong kosong kosong kosong.....

Guys, don't anchor yourself to the turnaround story. In many cases, the stories failed to pan out the pictures the CEOs painted in the press.

CIMB was right to point out that Mudajaya is not the only contractor vying for Track 3B civil works. Competition is always intense. Only those who have good cables can land such jobs. Without any jobs, semua kuli goyang kaki. Fixed cost ( overhead) is burning its cash.

Further, already into its 7 years, I doubt the M&E equipment of the Indian power plants are still functionable.

Stock: [MUDAJYA]: MUDAJAYA GROUP BHD
Aug 4, 2014 07:23 PM

SURAT TERBUKA KEPADA UNCLE (EDISI PERTAMA)

Kepada mu uncle, aku berserah kerana ku tahu uncle lebih mengerti.
Apa yang tersirat di hati uncle telah terlukis di poket aku.

Kepada mu uncle, aku bertanya "Apakah uncle telah menalifon Anto?".
Apakah Anto sedang terus menghitung hari, apakah kuli-kulinya rajin goyang kaki?

Hanya pada mu uncle, aku rindukan jawapan yang belum ku temukan.
Yang bakal aku nantikan bila malam menjemputku lena beradu.

Kepada mu uncle, aku serahkan jiwa dan raga, jua segalanya.
Apakah uncle akan memberi kata dua dalam keadaan begini.

Ikhlas,
Matakuda

Stock: [MUDAJYA]: MUDAJAYA GROUP BHD
Aug 6, 2014 10:17 PM

SURAT TERBUKA KEPADA UNCLE (EDISI 2)

Rembulan kesiangan, mudajaya pudar tak bercahaya, terlindung oleh awan tak siapa memuja.

Apakah ini lumrah melabur?..... Bila terang ramailah yang datang dan bila gelap gelita hilang mentor hilanglah uncle... Yang aku sendiri dirundung ilusi, uncle tak peduli entah kami dah makan ke belum.

Namun musim bertukar ganti, uncle turun tips uncle bawa diri. Uncle pergi uncle kembali uncle diam diri setelah sentuhan uncle tak menjadi.

Segunung penyesalan di bahu, seluas lautan dosa uncle kepada ikan-ikan bilis.
Uncle yang kami puja hanya berpura, kami diperalatkan, kenapa uncle tak memandang kami lagi?

Ikhlas,
Matakuda

@ayamtua, kos purata aku bagi xinquan ialah RM1.10. Boleh bagi petua elak margin call?

Two pertinent issues that are mind-boggling for this counter.

1. A China National named Mr. Xie Zhidong has on 15/05/2014 subscribed 30,733,000 Xinquan shares via private placement. The price Mr. Xie Zhidong paid was RM1.00 per share. Note: 30,733,000 shares are equivalent to 10% of the total outstanding Xinquan shares. Xinquan is in a Net Cash position, with >RM500 mil cash (far greater than its market cap). http://www.bursamalaysia.com/market/listed-companies/research-repository/research-reports#/?counter=5155&cbrs=all. Why cash is raised when Xinquan is already sitting on cash piles?

2. The same person, Mr. Xie Zhidong has on 07/08/2014 pared down his stakes by selling 3,000,000 shares he bought on 15/05/2014. He sold at RM0.70, his purchase price was RM1.00. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1709141.

This raises red flag. Stay away, folks!

SURAT TERBUKA KEPADA UNCLE (EDISI KE-3)

Oh sepi terasa, setelah Mudajaya pudar di hati. Tak mungkin dapat aku melupakan uncle kerana uncle lah aku pokai. Dan di saat ini, aku masih terus menunggu, menunggu Anto menyalakan mancis. Melupai uncle tak mungkin aku mampu. Malam tadi terdengar suara uncle memanggil aku.

Dahulu uncle dan aku sungguh mesranya, bergurau senda saling menyayang di i3investor. Kita berjanji bersumpah setia, bersama menolong yang memerlukan. Kita merancang, Allah menentukan. Tiba masanya, uncle pergi… tak kembali......

Tinggal aku keseorangan, tiada lagi gurau senda uncle. Waktu trading sepi aku rasa. Aku rindu kemesraan uncle. Aku tak menyalahkan uncle sepenuhnya sekalipun muda tak jalan. Bukan cara aku uncle, harap uncle mengerti. Salam maaf permisi, aku mengundur diri.

Ikhlas,
Matakuda

Xinquan account is being questioned by Bursa.

@ayamtua, abang matakuda mintak diri dulu. Rasanya tak sesuai lama di gelanggang ini. Ada hikmah yang sejelas-sejasnya. Abang rehda apa yang telah berlaku, lepas ni abang bertekad kerja 2 shift, masok Shift Pagi (7.00am to 3.00pm), dan sambong Shift Petang (3.00pm to 11.00pm). Apa kan daya, hutang keliling pinggan. Gali lobang tutup lobang, kerja 2 shift bayar hutang. Abang matakuda mengundur diri. Jaga diri.

Aduhai nasib apa lah daya, aku hanya seorang pengembara yang hina.

@ayamtua, abang matakuda mintak diri dulu. Rasanya tak sesuai lama di gelanggang ini. Ada hikmah yang sejelas-sejasnya. Abang rehda apa yang telah berlaku, lepas ni abang bertekad kerja 2 shift, masok Shift Pagi (7.00am to 3.00pm), dan sambong Shift Petang (3.00pm to 11.00pm). Apa kan daya, hutang keliling pinggan. Gali lobang tutup lobang, kerja 2 shift bayar hutang. Abang matakuda mengundur diri. Jaga diri.

Hancur lebur,.

Sudut hati mana yang tak lara andai mudajaya terusan begini. Makhluk mana yang mampu kembali siuman bila mudajaya terusan mencurang. Gelongsor mudajaya sedang berlangsung sekaligus menewaskan ratusan ekor ikan bilis (termasok aku).

@ayamtua, aku dah buang 5k mudajaya pagi tadi. Detik bersejarah ini disudahkan dengan kerelaanNYA. Aku lapangkan dada menyambut kemasukan saham baru zelan dan kgb. Alhamdulillah, aku dah dapat nampak cahaya setelah sekian lama dibutakan uncle. Terima kaseh @ayamtua.

Alhamdullillah syukur nikmat, mudajaya ada peningkatan di awal dagangan, sudah naik! Terima kaseh @ayamtua kerana berkat doa awak telah membuahkan hasil dan menceriakan pagi saya.

@ayamtua, abang matakuda hanya pandai berlawak. Bab melabur, abang sudah berlebur kubur dek menjadi pengikut fanatik uncle, semua yang uncle rekomen, abang matakuda beli. Setakat hari ini, alhamdullilah, rugi bersih 35k. Yang paling menyayat hati ialah mudajaya, yang tidak kurang kejamnya ialah jtiasa, dan yang mengacau jiwa abang kini ialah MFCB.

Sejenak aku dikejutkan oleh @Ayamtua. Ayam bermacam ayam, ada ayam kampong, ayam hutan, ayam siam, ayam sabung, ayam muda dan @Ayamtua. Ayam hutan boleh terebang, ayam kampung dalam reban, ayam bandar di dalam pasar, ayam siam mengucap "Sawasdee Krab", ayam muda menunggu pelanggan di dalam rumah hitam, @Ayamtua di dalam i3investor. Besok pagi Isnin, matakuda nak tibai Esceram & AHB. Kalu matakuda menang, hajat matakuda amat besar, nak jumpa @Ayamtua di tempat kejadian (Spa Pearl Point, Klang Lama).

Don't be overly excited. The following events are capping the upside of MFCB.

1. At present, MFCB have 2 Nos' power plants, i.e. Tawau Power Plant (Sabah) and Qixian Power Plant (China). These plants are providing steady recurring income, contributing 74% of its revenue & 70% of its net income for years. Please take note that both power plant agreements are set to expire at December, 2017, i.e. 3 years from now. As of todate, there has been no renewal of power agreement made. Renewal is not easy, take a look at YTLPower power agreement that lapsed without a renewal.

2. Going foward to 2018, MFCB have been endeavouring to replace the recurring income generated by both Tawau & China power plants. MFCB have in 2008 partnered with IJM to develop Project Development Agreement for the Don Sahong Hydropower Project in Champasak Province, Laos (Don Sahong Project). In 2010, IJM walked out from this partnership. This project hits a snag as it has been strongly opposed by WWF & Mekong River Commission (MRC), see http://cambodia.panda.org/projects_and_reports/don_sahong_dam_and_mekong_river/index.cfm, http://www.mrcmekong.org/highlights/don-sahong-hydropower-project/

3. MFCB have so far spent more than RM50mil for the ground works for the Don Sahong Project, i.e. engage Australian Consultants for the EIA report, etc. http://www.mrcmekong.org/assets/Other-Documents/Don-Sahong/DSHPP-RAP-FINAL-2013.pdf. But these reports were turned down.

4. The Lao government has on 26-06-2014 agreed to a lengthy public consultation process with its neighbors before building a controversial hydropower dam on the Mekong River. This means if the project is ever to take place, it will be next year (which is highly unlikely) and completed in 2021 the earliest. http://www.opendevelopmentcambodia.net/news/laos-will-consult-with-neighbors-over-dam/

5. Comes 2018, the EPS for MFCB would be substantially reduced from RM0.33 (2014) to RM0.10 (2018). No wonder the directors are selling and the company is buying back its shares.

6. Invest with facts. Don't buy blindly. I would only seriously consider a buy if both the Tawau and China power agreements were renewed.

Madguy, assuming you bought zhulian 5 years ago, the price at that time was$1.25. At last Friday closing, the price was $2.49. It is not a lost counter for you but rather a reduced profit for you. You still enjoy 100% profit in 5 year period of time.

SMA 100 breached! Next support is SMA200, see you insas at RM1.00

Suasana pelaburan semakin kelam di tambah pulak kesepian, sukar bagi aku untuk menjemput uncle. Ke mana uncle telah pergi?

Matakuda bicara sendiri agar terhapus sepi, sejak berminggu aku menjemput uncle. Haruskah aku menunggu? Andai langkah uncle kini terhenti, berpaling lah pada aku disini, jernihkan kekeruhan dulu, aku perlu kasih uncle.

Ibarat laut yang tidak berombak, pasti pantai akan kesepian. Begitulah hidup aku ini semenjak uncle pergi. Terusik hati aku mengenang pengalaman tanam padi tumbuh lalang. Hingga kini aku masih terasa, aku jadikan sejarah.

@ayamtua, terima kaseh kerana sentiasa menjadi teman saya di tika riang di tika duka. Hanya Allah yang maha tahu.

Kalu saket perut, dapatkan segera "Pil Chi Kit Teck Aun". Kalu kabur penglihatan, rendam biji mata dalam cecair Eyemore (jangan lupa bilas selepas itu). Kalu sebak jiwa, buang kan segala bulu dada, sapu mopiko 2 liter di kawasan berkenaan selama 5 minit dan ulang langkah ini setiap 4 jam. Saya dah mengamalkan petua di atas satu menjak dua menjak mudajaya menrundum beberapa hari lepas. Insyaallah, ia sangat berkesan.

@ayamtua, ada petua mujarab lain?

Sebuah Kajian Bagi Kes Uncle-Mudajaya Dari Sudut Akaun Margin.

Andaian-andaian berikut diguna-pakai dalam kajian kes ini.
Harga purata sesaham yang uncle bayar: RM 2.70
Jumlah saham yang dibeli uncle: 13,000,000 saham
Nisbah LSR semasa pembelian dibuat: 55 %
Duit sendiri: RM15,795,000.00
Duit pinjaman bank: RM19,305,000.00

Untuk melayakkan uncle menerima "margin call", nisbah LSR mestilah melangkau 70%.Jika nisbah LSR >70%, harga mudajaya perlu berkisar pada RM2.12

Untuk melayakkan pihak bank melelong (force sell) pegangan uncle, nisbah LSR mestilah melangkau 80%. Jika nisbah LSR >80%, harga mudajaya perlu berkisar pada RM1.86.

Sediakan lah payung sebelum hujan berkunjung tiba, maknanya kita memekatkan aktiviti pembelian mudajaya jika harga terus gelongsor ke paras RM1.86.

A case study of uncle's margin account for Jtiasa with the following assumptions.

Average Cost: RM2.60
Number of Shares uncle currently holding: 30,000,000 shares
LSR: 55 %
Uncle's own fund: RM35,100,000.00
Margin finance: RM42,900,000.00

For uncle to receive margin calls, the LSR must exceed 70%.
If LSR >70%, Jtiasa price would be RM2.04 or lower

For the broker to force sell uncle's stake in Jtiasa, the LSR must exceed 80%
If LSR>80%, Jtiasa price would be RM1.79 or lower.

Guys, prepare your bullets when Jtiasa dips below RM2.04. Only use the bullets when Jtiasa nosedive to RM1.79. Good luck!

@ayamtua, sekalung taniah dow jones meningkat naik menjanjikan aksi menarik kepada AHB, Esceram pada isnin depan. Jumpa @ayamtua di tempat biasa SPA Pearl Point sebelah petang hari Isnin.

Saya percaya banyak pelabur telah jadi pelebur. Apa kan daya nasi telah menjadi bubur. Banyakkan bertawakal, memanjangkan doa, selalu mendekatkan diri dengan Allah. Sesungguhnya, orang yang beriman akan selalunya doanya dimakbulkan. Semoga semua kekal kuat, serta bersemangat luar biasa menempuhi ujian serta cubaan di hari2 medatang. Insyaallah.

Walao. Uncle kena margin call soon?

Lucky I already ran away at 1.24. Don't dream. Take the money from the table and run!

Cpteh, I see your tradings are mostly short term. I'll not be surprised if you continue to struggle financially the next 10 years.

Matakuda terganggu penglihatan sejak pagi tadi, tak ingin lagi menonton skrin komputer. Terbit lah nukilan rasa matakuda kepada uncle seperti berikut.

Jika uncle terima margin call, jagalah hati kami, bagitahu lah kami sepenuhnya.Uncle yang memilih Mudajaya, Jtiasa & FGV, semua gelongsor, mundur & ranap.

Jika uncle terima email daripada lalat-lalat yang maseh setia, bahagiakan lah mereka dengan menyuntik semangat baru. Mereka ini punya kemahuan sendiri, tiada siapa boleh menghalang.

Kini aku hanya dapat berdoa agar aku dapat balik modal aku. Selamat tinggal uncle, aku mengundurkan diri.