other than management, all top 30 shareholders are Class A institution investors, long term investors who knows their stuffs.....................in fact only 2% free float for daily trading..............

(S=QR) Philip
1893 posts
Posted by (S=QR) Philip > Jul 16, 2019 2:46 PM | Report Abuse

“There will be an initial judgement
===========

that is icing on the cake.......the attractiveness of this stock is that any good news, this stock will response with a force. Expectations are low and not taken into account its new investments.....next results, same as last results, the stock limit up one..............

those who have been long time with Bursa knows...............Bursa no second chance......companies like Insas , 10 years later will still be Insas...50 sen to 80 sen share. Too many examples to count.

Armada is a good contrarian play, one of the best. Stock fallen from $ 4 to 20 sen........billions written off, billions of loan liabilities, bankruptcy risk....but to a contrarian, game not over yet, there is hope yet, still winning projects............turn around plan based on monetisation of assets is a possibility.

by stockraider > Jul 16, 2019 10:33 AM | Report Abuse

Armada is truly a value stock mah...!!
============

when people says he is a value investor.......the stuffs that get into my head are...............low PE, high NTA, very conservative, very kedekut, boring stuffs with little volume and no interest, and mostly no movements like Insas.................

another image that comes to mind when talking about value investors is that value investors stocks are accountants dream stocks.............Armada with its high borrowings it not likely to come under the radar of a value investor.............

by stockraider > Jul 16, 2019 10:33 AM | Report Abuse

Armada is truly a value stock mah...!!
============

when people says he is a value investor.......the stuffs that get into my head are...............low PE, high NTA, very conservative, very kedekut, boring stuffs with little volume and no interest, and mostly no movements like Insas.................

anyone know what is value investor stock picks look like in recent months?

don't have to have all that moves up....

just need to make above average money................

Shanghai don't want u? how come here?

Armada, Jaks, Ekovest, Teo Seng..............these are not your classical value investor stock picks.....................

These are also not your classical long term investor stock picks ala Philips.

This is a stock pick of a speculator/ trader.....Armada and Ekovest consistent high volume/ high interest in recent months.

https://klse.i3investor.com/blogs/qqq3/215274.jsp

best contrarian play on bursa

KNM led, armada follows..................

I added more on Friday.......

Jaks is contrarian play
Insas is value trap.

why? how?

Jaks future is better than its past suggest
Insas best is behind it already......

Jaks is contrarian play
Insas is value trap.

ed by stockraider > Jul 14, 2019 11:18 AM | Report Abuse

A CLASSIC MISUNDERSTANDING OF MARGIN OF SAFETY & QUALITY FROM A TRADER LOH....!!

======

for so called margin of safey in Insas is exclusively due to ignorance...........

caveat...if investment is defined as profiting from the growth of excellent companies , timing and bull and bear markets plays no role...it depends on the investee company delivering.

for speculations, trading, theme plays, contrarian play, timing is everything and depends on bull and bear.

too many amateurs forget about quality when they call themselves value investors..............

not just amatuers, IB analysts are also guilty because there are more comfortable with numbers than with quality and deep understanding.....................

for investors, quality should take precedent over value investing.


too many amateurs forget about quality when they call themselves value investors..............

contrarian play or non contrarian play?

big picture/ theme play or company specific play?


for the masses, for fund managers, for teachers ....stick to quality, stick to non contrarian play, stick to company specific play like philip...............



for pros, for speculators and traders , for higher risk/ rewards....u can look for contrarian plays, theme plays, big picture plays..............

buy Armada now like buying Jaks at 50 sens...........

and KNM at 15 sen..........

(S=QR) Philip > Jul 14, 2019 6:03 AM | Report Abuse

what they don't touch Armada.
========

they don't touch because they are not supposed to be contrarians.......but contrarians make a lot of money........

Beyond meat..............u either believe or u don't believe they are in the early stages of achieving the growth................and there is enough risk money money to buy their shares..................................

I say its evolution. Certain climate certain local conditions favor certain strategies and no strategy is suited for all climates and all local conditions.

d by deMusangking > Jul 12, 2019 7:56 PM | Report Abuse

u sound foolish !!!

haha
======================================


enough people throw coins, someone is going to get 100 heads in a row.

not saying u and I are foolish....just saying stock market cannot be programed into AI.................

China's strength lies in domestic economy driven by digital economy........

by (S=QR) Philip > Jul 12, 2019 6:13 PM | Report Abuse

Oh... Warren buffet must be the most foolish human in Earth. Market keep rewarding him.
=========


maybe.....but now he so big, people just keep giving him money.

Make money is not smarter..........


make money is just being foolish and when market rewards foolish.........

AI just beat professional poker players............can AI beat stock market?


Previously AI has licked chess and the game of Go........

kcchongnz > Jul 11, 2019 6:27 PM | Report Abuse

Congratulation. You are a genius winning this game of Russian roulette.
=============


I do not know what shares u holding but if these are not shares of the highest quality, u also russian roulette ma...................

risks and uncertainties can come in many forms and from many directions.

neither armada nor insas qualifies as high grade investment propositions, whether one wants to trade / speculate...............or contrarian play, leave it to the pros.

Posted by DickyMe > Jul 12, 2019 12:10 PM | Report Abuse

The contention is not about the return but the tenure and negligence of constraints.
========

international bond investors also face the same contention.

by upshare > Jul 12, 2019 11:25 AM | Report Abuse

PN 17 company
.. price can go up
============

why cannot? PN 17 is not a death sentence, it is a warning, not a death sentence.

kcchongnz > Jul 11, 2019 6:27 PM | Report Abuse

Congratulation. You are a genius winning this game of Russian roulette.
==================


u know what is the yield on riskless investments nowadays?

Nowadays the yield on riskless investment is close to zero in most countries.

kcchongnz > Jul 11, 2019 6:27 PM | Report Abuse

Congratulation. You are a genius winning this game of Russian roulette.
=============


I do not know what shares u holding but if these are not shares of the highest quality, u also russian roulette ma...................

DickyMe > Jul 12, 2019 11:52 AM | Report Abuse

"Advanced investors"
===========

Yinson US$ perpetual bonds at 7.5% are popular with international bond investors.............US government 30 yer bond yield is 1 % now.

d by (US/CHN trade war doesn't matter) Philip > Jul 10, 2019 4:04 PM |

You have earned more than that Heavenly punter salary after being shanghaied from Malaysia.
=========

so he left for Shanghai already??

not a bad idea, and Shanghai can take in a lot more Malaysians as Malaysian workers are very popular in China...language skills.

another failed BN project.

Posted by Icon8888 > Jul 12, 2019 10:09 AM | Report Abuse

he is like Rosmah, only buy expensive, branded stuffs
================


not like Roshmah...........if investing is participating in the growth of excellent companies, then it makes sense that the portfolio is made up of excellent companies.................


every thing else is speculations/ trading.

Rosmah do not buy stuffs for investments, Rosmah is just a bitch

put it also this way, assuming there is some truth about efficient market hypothesis, then, for the masses, its makes sense that his portfolio is make up entirely of high quality companies so as to participate in the growth of the country / the companies themselves............


speculations and trading.....leave it to the pros.

hahahaha......where all the Jaks critics?

Philips...............remind u of Jaks vs Gkent, end of year........Jaks looks solid.

kcchongnz > Jul 11, 2019 6:27 PM | Report Abuse

avoid pitfalls in investing,

===================

investing is participating in the growth of high quality companies, excellent companies in many cases with high PEs.........

Every thing else is speculating/ trading..........

pitfalls? one man's pitfalls are another man's bread............

catching falling knives.........This year Seacera and London Biscuit worked for me....

similarities....both have compelling reasons to buy, compelling reasons for strong rebound. Longer term, have to be more careful.....

be different, think different.

pyramid up at 23.5 and 22.5...............

all the OG and technology shares today

armada, wait for u a long time already

Posted by (US/CHN trade war doesn't matter) Philip > Jul 10, 2019 4:04 PM | Report Abuse

Speculation at it's best. Contrarian pro.
================

speculation and contrarian pro is not easy , never easy.

contrarian for the sake of being contrarian will lead to disasters.

I mean, the advice about not buying falling knives is good advice is majority of cases. Contrarian for the sake of contrarian will lead to disasters.

So, I must also genuinely believe the company got hope one, that PN 17 is not the end of the story. Its a good thing I am already familiar with London Biscuit.

y kcchongnz > Jul 10, 2019 4:58 PM | Report Abuse

Thanks for the advice.
===========

In particular, I refer to value here value there guys like u........kc, your methodology is too rigid, no flexibility, no adaptability, no brains, depends on formulas.........cannot pakai already....at least Philips still got a number of years left to make money.

as for icon and contrarian plays........there is always room for contrarian plays but have to be pros.

as for bufett worshippers...........I see no future for them....Bufett is a creature of the last 40 years, his time is up already...........