paperplane

paperplane | Joined since 2014-12-30

Investing Experience Advanced
Risk Profile High

Followers

0

Following

0

Blog Posts

0

Threads

1,403

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,403
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2015-04-15 17:11 | Report Abuse

NO. NAME
NO. OF
SHARES HELD %
16 INTER-PACIFIC EQUITY NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR KOK TIU WAN
4,000,000 0.909
17 LIM YEN CHEING 4,000,000 0.909
18 WONG KONG MENG 3,840,000 0.872
19 MOHD JAMEL BIN ABDUL MUNIN 3,772,700 0.857
20 LEE YUN NI 3,485,000 0.792
21 LEE BOON CHUAN 3,394,900 0.771
22 MOHD ZUKI BIN DESA 3,000,000 0.681
23 FADHIL BIN ABD HAMID 2,730,000 0.620
24 RHB CAPITAL NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR YIP SWEE KIAN (CEB)
2,600,000 0.590
25 LIM KIAH HONG 2,200,000 0.500
26 KENANGA NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR GOH YUN WAH (013)
2,125,400 0.483
27 MAYBANK SECURITIES NOMINEES (TEMPATAN) SDN BHD
UOB-KAY HIAN PTE LTD FOR DING CHIN LOOK
1,729,000 0.392
28 MOHD JAMEL BIN ABDUL MUNIN 1,681,870 0.382
29 LOH KIM POH 1,600,000 0.363
30 ONG YIT CHENG 1,593,000 0.362
301,330,610 68.484

Stock

2015-04-15 17:10 | Report Abuse

LIST OF THIRTY LARGEST SECURITIES ACCOUNT HOLDERS/DEPOSITORS AS AT 31 JULY 2014
NO. NAME
NO. OF
SHARES HELD %
1 AMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT - AMBANK (M) BERHAD FOR
SURIA BITARA SDN.BHD.
80,480,000 18.290
2 GAN PIK MUI 54,750,100 12.443
3 GAN SENG BIANG 24,760,510 5.627
4 AMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT - AMBANK (M) BERHAD FOR
SUN ACRES DEVELOPMENT SDN.BHD.
19,800,000 4.500
5 AMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT - AMBANK (M) BERHAD FOR
ID D’ART SDN BHD
18,600,510 4.227
6 AMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT - AMBANK (M) BERHAD FOR
GAN BOON KAT
9,119,490 2.072
7 CHEONG HONG KONG 8,703,500 1.978
8 LEE KIM LAN 8,116,100 1.844
9 GUN SEONG THEAN 5,600,030 1.272
10 AIBB NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR TAN SIEW BOOY ( D18 )
5,445,000 1.237
11 TEE SOON LOONG 5,300,000 1.204
12 RHB NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR TAN PUAI LING
5,000,000 1.136
13 TA NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR LIM POH CHOO
5,000,000 1.136
14 CIMSEC NOMINEES (TEMPATAN) SDN BHD
CIMB BANK FOR LIAW KIT SIONG (MQ0012)
4,500,100 1.022
15 TAPAK BUMIMAJU SDN BHD 4,403,400 1.000

Stock

2015-04-15 17:10 | Report Abuse

not from me, I copied JohnMaster articles here

Stock

2015-04-15 16:56 | Report Abuse

Who is SIMA GROUP ?

Although very low profile, SIMA GROUP Group is a very reputable construction and property player in the country and has been around for about 40 years. They are well known for their quality of work and also being a very trustworthy property developer. Although low profile, do not under-estimate SIMA GROUP because they are handle any forms of property development projects and are able to compete with any big property players in the country in terms of capabilities and quality. Try study their properties from their website how well they design their properties ( www.sima.com.my ). The only trouble I see with them in the past is funding limitations of being a private company, thats why they never grow beyond of what they are today. I am very sure they are aware of it and that leads them to have a listed unit, GSB.

I also noticed that they have a Scholarship programme, although small matter but this is a sign of a strong and rich company that emphasize alot on the quality of their workers. Alot of people overlooked the importance of high quality workers, for me this is very important because these are the people who will decide the future of any company. A good company can be run into the ground with lousy workers but a bad company can be turned into gold by good capable workers.

You can also look at this old article about the SIMA GROUP :
http://www.theedgeproperty.com/news-a-views/4912-cityacountry-sima-group-banks-on-sincerity-to-grow.html

SIMA GROUP OFFICIAL WEBSITE :
www.sima.com.my

From SIMA GROUP website, 2 out of their 3 current projects belongs to GSB. GSB has become very significant business unit within the SIMA GROUP. GSB is also the only listed unit within the SIMA GROUP. This is based on the increased shareholding of SIMA GROUP related parties over GSB and also the backing from SIMA GROUP for all GSB property development projects. The only one current property project that not inside GSB is a very impressive project called Kelana Parklane. Although the Kelana Parklane project is not inside GSB, it does not mean GSB cannot do an equally impressive project in the future because GSB has the same capabilities with the rest of the unlisted companies under the SIMA GROUP because they share the same resources.

At the moment GSB is still trading around 10sen, this is very attractive for a fast growing profitable company with such a huge potential ahead and a exceptionally strong brand name SIMA GROUP. GSB is no longer an un-stable loss making company that it used to be in the past, it is now a profitable and financially stable company with a very good management team. GSB currently is still left unnoticed inside KLSE, in the wrong sector ( industrial ). People are still not aware of this transformation. One day when this transformed GSB starts its bold move into the property market with bigger projects, people will start to notice it and its share price will surely get a big boost. GSB is on the route to become a major property player in the country with SIMA GROUP as its back-bone.

Please take note of these date and how SIMA GROUP, slowly seeps quietly into SMSUMMIT taking over the control of SMSUMMIT ( later change name to GSB ). Which is now a vehicle for SIMA GROUP into KLSE. ( you can find all these from www.klse.com.my , look for SMSUMMIT and GSB )

Nov 2005, SMSUMMIT subscribe to 89.47% of Serta Usaha Sdn Bhd from Sima Group

Sep 2006, Annual Reports ( Sep 2006 ): Sima Group Related shareholdings... ( 4.9% )
Oct 2006, Many key directors of SMSUMMIT resigns
Dec 2006, Gan Pik Mui, Gan Book Kat becomes director of SMSUMMIT ( daughter and son of Sima Group owner, both are also directors of Sima Group )
Dec 2006, Change of name from SMSUMMIT to GSB Group Berhad

Feb 2007, Jeffery Ong ( husband of Gan Pik Mui ) becomes Managing Executive Director of GSB
Sep 2007, Annual Reports ( Sep 2007 ): Sima Group Related shareholdings... ( 26.3% )

Feb 2008, GSB acquired the remaining 10.53% Serta Usaha from Sima Group
Aug 2008, Chairman from previous SMSUMMIT management resigns
Aug 2008, Jeffery Ong becomes chairman of GSB
Sep 2008, Annual Reports: Sima Group Related Shareholdings... ( 31.6% )

Jun 2009, Laman Ara Utama Condovilla project launched, 100% sold out.
Oct 2009, Courtyard Villa, Bentong project launched
Sep 2009, Annual Reports: Sima Group Related Shareholdings.. ( 31.6% )

Apr 2010, Banda Industries Sdn Bhd from Sima Group is now 100% owned by GSB
Sep 2010, Annual Reports ( Sep 2010 ): Sima Group Related Shareholdings.. ( 31.6% )

Jan 2011, GSB sold Ritz Garden Hotel for RM22 million in Cash ( Profit RM4.4 million ).

Stock

2015-04-15 16:54 | Report Abuse

It is very unfortunate this JV project with Restu Angkasa in Bentong has been terminated, this is not part of the 5 projects I talk about, this is a very old project from the past ( before GSB backdoor listing ). I was surprised that this project is still around and although termination, GSB can still gain RM6 million from this termination, which will be added into their profits upon completion of the termination process

All new projects in GSB are still intact,
1. G Residence, Johore ( Launched, RM235 million, expected to gain RM60 million, sold-out )
2. Klang Residential Project ( Approved, ready for launch )
3. Kelana Jaya JV project ( Waiting for approval )
4. Taman Bentong Makmur ( Approved, ready for launch )
5. Shah Alam new land purchase from PKNS ( new )

With the additional RM6 million and the 5 projects ( each should worth more than RM200 million ), GSB looks exceptionally good. I cant believe it is still 12sen.

Stock
Stock

2015-04-15 16:44 | Report Abuse

whatever, too many assumptions. I look at risk, some ppl look at potential rewards. I rather skip for this. Much more stocks around better

Stock

2015-04-15 16:34 | Report Abuse

I geshen I rather keep quiet............

Stock

2015-04-15 16:29 | Report Abuse

use back pass record lor, of course within reasonable range in assumptions.

Stock

2015-04-15 16:27 | Report Abuse

the price going down, obviously my points raise is VALID! No answer so far to counter my concerns

Stock

2015-04-15 16:26 | Report Abuse

still not too late to buy GSB, Frontkn, Bjcorp.

Yeah, discounting cashflow can be use for cashflow projection to come to some figures to FV stock price

Stock

2015-04-15 14:07 | Report Abuse

OMG, no plan on special div....

Stock

2015-04-15 13:18 | Report Abuse

buy fast fast, many gurus in here liao. Soon it will explode

Stock

2015-04-15 13:18 | Report Abuse

here come DUFU!!!! HOHOHO

Stock

2015-04-15 13:17 | Report Abuse

told u all boh chow cccc lah.

Ok, buy now PRKCorp, Frontkn to safe back your money!! Now!

Stock

2015-04-15 13:16 | Report Abuse

Did anoyone go EGM last time, how much they indicate to pay? hmmmmm

Stock

2015-04-15 12:35 | Report Abuse

Is proceed=RM150mil? /So=100mil. OMG, Profit RM1.50!!

special div lets said.......0.15=5%
IF give RM0.75 half,, Div yield windfall=25%!!!

Buy lah, wait what some more!!

Stock

2015-04-15 12:24 | Report Abuse

okok, I just add more, special div for sure liao

Stock

2015-04-15 12:05 | Report Abuse

bye bye VS for now, change to FrontKnt

News & Blogs

2015-04-15 08:29 | Report Abuse

Doctor turn boh chow cccc runner. Since u mentioned many margin of safety in those stocks, why not just buy more? Nta play hardly drop a lot mah

News & Blogs

2015-04-15 08:19 | Report Abuse

Runnersure mah, always boh chow cccc

Stock

2015-04-15 08:17 | Report Abuse

Nta near rm6 i thin after selling integrax such higher price. Maybe....give u back... as token appreciation.....

Stock

2015-04-15 08:16 | Report Abuse

How much spec div.... i guess a big fat one this time. Any price below 3 stull cheap

Stock

2015-04-15 08:15 | Report Abuse

Got no money? U mean itu amin kah? Hehe, no m9ney still wanna make noise, keep on buy up shr till dra8n.

Stock

2015-04-15 08:11 | Report Abuse

Must hold hh for longterm mah. Now expanding in china.

Stock

2015-04-15 08:06 | Report Abuse

Many margin safety here at 1.40

Stock

2015-04-15 00:33 | Report Abuse

Ii can only say wish u all luck. Explaining e=mc2 to kindergarten kids tough for me. No more input for me future. Dun wanna waste my time.

Stock

2015-04-15 00:11 | Report Abuse

What a serious accuse. Lucky I do not talk or write such way, phew.

Stock

2015-04-15 00:10 | Report Abuse

Icon8888
4995 posts
Posted by Icon8888 > Apr 15, 2015 12:06 AM | Report Abuse

I don't rule out polyplas inflated latest year figures by a bit to get better pricing

But there are mitigating factors such as : (1) geshen in the industry so they will be able to gather intelligence to cross check (trust me, they usually know their competitors very well), (2)recent weak ringgit provides buffer (3) geshen own loss making operations are hived off (4) due diligence by auditors, etc

To ignore all the above and worry about fraud is same as worry about aerosplane crash on head


Ubetter be careful on ur words! You can get sued for this!

Stock

2015-04-15 00:07 | Report Abuse

Transmile n geshen both stock investment. Apple to apple. Plane crash is transportation catestrophy, anything to do with geshen investment men?
Unless it is crashing like plan, maybe can associate a bit

Stock

2015-04-15 00:03 | Report Abuse

Wow, someone wanna take credit now!

Stock

2015-04-14 23:57 | Report Abuse

Yaya, foxconn office also very rundown! Yet it is top 500 companies in world

Stock

2015-04-14 23:56 | Report Abuse

Icon, don't use wrong examples! Plane crash n stock investment totally different thing. U can't compared like that. Use a bit common sense can ah?

Stock

2015-04-14 23:51 | Report Abuse

Is this not a buy call?
Posted by Icon8888 > Apr 3, 2015 03:46 PM | Report Abuse

Same here

My expectation lower, 15% I happy

News & Blogs

2015-04-14 23:31 | Report Abuse

Like this gentleman here
Posted by Icon8888 > Apr 14, 2015 10:43 PM | Report Abuse

He already said it was a joke lah, moron

News & Blogs

2015-04-14 23:30 | Report Abuse

I have no where writing you are idiots right? I seldom call ppl idiots now, not like someone always call ppl moron

News & Blogs

2015-04-14 23:28 | Report Abuse

Do not put me in hard position. I nvr said anywhere duit is idiots right?
I only say maybe idiots can't come out with long lists I had here.

News & Blogs

2015-04-14 23:23 | Report Abuse

Calvin real guru. Judge ppl only when u see track record of more than 10yrs!

News & Blogs

2015-04-14 23:20 | Report Abuse

You think idiots can come up such long lists of stocks m

News & Blogs

2015-04-14 23:19 | Report Abuse

BJCORP-TP:0.90
PMCORP-TP:0.35 (Achieved-Dec14)
JCY-TP:1.00
OPENSYS-TP:0.55
MSC-TP:5.00
GENM-TP:5.50
PJDEV-WC-TP:1.00
Pohuat-TP RM2.20min(Newly added 2015) (Achieved-Feb15)
Hevea warrant-TP RM1.15(Newly added 2015) (Achieved-Jan15)
V.S=TP RM3.50(Newly added 2015) (Achieved Jan15) Sell half!
GSB=tp RM0.15 (Newly added Feb2015)
FABER-TP RM3.50 (Newly added end Feb2015)
TNlogic (added Mar15) TP Rm1.50

Stocks for 5-10yrs:
BJCORP-TP:1.25
KEURO-TP:5.00
MRCB-TP 3.50
EKOVEST-TP 4.00
YTL-TP 2.50
GENTING-TP 15.00
JOBST-Unlimited potentials!

News & Blogs

2015-04-14 23:18 | Report Abuse

Pls! Do not associate me with idiots. Thanks! I am investlah stock king. Look at my track record

Stock

2015-04-14 23:04 | Report Abuse

Still! Major concerns not able to address and answered! Yet u start asking ppl start buying jump into bandwagon first! Not to miss boat etc! Once in a lifetime chance! This is really fun. Da. Mental investing method. Salute all time!

News & Blogs

2015-04-14 22:52 | Report Abuse

When someone told us something not con job, no worry....that when u started to get worry. Common sense right?hahahaha

News & Blogs

2015-04-14 22:50 | Report Abuse

If someone make cheap mistakes under me, I think they are long fired! Lucky I have a smart team of ppl working with me, phew. Quality of workforce nowadays in Malaysia just getting worse,all great employee went to HK, Singapore, Australia, new Zealand. What a pity to Malaysia.