On the other hand, I must pity TTB.......

The accounts of icap will show little revenue if he does not sell his shares, and profits are based on dividends and trading profits...................investors look at the accounts will run away......price appreciations will be taken, not via P/L but directly to Reserves, hence never any profits even when NTA is increasing...........

so forever traded at discounts to NTA.

(S = Qr) Philip > Mar 4, 2019 07:57 AM | Report Abuse


If at 90 Warren and Charlie can change their mental models, I worry for tan teng boo who is still stuck in his old mindsets of nav as margin of safety. What is safety?
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margin of safety....the most misunderstood concept in investing....all because it is promoted by half past six teachers and soft cover investment books....and the love of novices................looks so logical...............

* Now that I have given you some ideas on how to grow for the next 10 years, can I gripe on your website controls? It is horrible. I can download annual reports directly from the i3investor website, but when it comes to downloading the link for the quarterly financial results report, you can't find it anywhere. THIS IS VERY IRRITATING FOR ME. FIX IT. ITS JUST A SIMPLE DOWNLOAD LINK TO THE LATEST QTR. ITS IRRITATING THAT I HAVE TO NAVIGATE TO THE BURSA WEBSITE (ALSO ANOTHER HORROR), TRACK DOWN THE STOCK, TRACK DOWN THE LATEST ANNOUNCEMENTS, AND FINALLY DOWNLOAD A SIMPLE QUARTERLY REPORT THAT IS ONLY 25 PAGES THICK.

GRRRRR.
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used to be readily available until the last revamp.

share market is about Q, not about writing England.

2018 very bad year for small caps..last 2 months small caps doing well.

2018 very bad year for small caps..last 2 months small caps doing well.

philips.............I don't want to argue with u but taobao /alibaba is not going to monopolise this business any time soon...........
Its not an easy business.........but this company is doing very well with high margins , I think they can be congratulated, not necessary I buy the shares.

(S = Qr) Philip Can yocb compete with taobao and Lazada? If Chinese textiles and fabric start to come in and fight your market, do you think yocb can survive?
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u put it like that everybody also die la, no need to do business.

whoever wrote this is Q....His name is Q

https://klse.i3investor.com/blogs/koonyewyinblog/196112.jsp

by kcchongnz > Mar 3, 2019 06:24 AM | Report Abuse

Great if more youngsters, and even retirees can spend time and effort learning the right path of investing, the fundamentals of investing, or at least as the basics before plunging into other disciplines.

This ensures building of long-term wealth, steadily, rather than most likely, 99% of the time, getting killed by the sharks trying getting rich quick.
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S=Q r...............Its Q or don't Q?


Its business sense too...........

,S = =Q r is the best summary in the world..... keep in mind..... best don't need to be most complicated

Q is a talent or can be trained?

S = Q r

no Q no S

the success of wallen bufett, Philips and 3iii must be congratulated.......

but duplicable? easy? guaranteed?

this 2 months was a small cap esp OG rally................so how?

esp OG MCM rally.

this 2 months was a small cap esp OG rally................so how?

Insas down graded from equity accounting on Inari to dividends will hit its earnings.....
will SSLee embarrass himself in front of a crowd?

Insas down graded from equity accounting on Inari to dividends will hit its earnings.....
will SSLee embarrass himself in front of a crowd?

buy a share to participate in its growth...as the bursa is originally intended to be.....there are no hostile take overs and asset stripping in Malaysia .....no point trying to arbitrage.................

we see that in novices like sslee and that boy choi.

buy shares worth more dead than alive............that is reserved for novice only while in Malaysia...........

no need to compare, don't buy shares worth more dead than alive...u die already also company have not died.


buy a share to participate in its growth...as the bursa is originally intended to be.....there are no hostile take overs and asset stripping in Malaysia .....no point trying to arbitrage.................


in last two months...KYY makes millions and millions on Carimin and Dayang already......................

https://klse.i3investor.com/blogs/kianweiaritcles/133641.jsp

revisted

Posted by 3iii > Mar 1, 2019 03:17 PM | Report Abuse

I put insas into the same group as Berjaya Corp.
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difficult? hell, no, its not difficult....Philips has done a fine job slicing it apart...........Berjaya is difficult.

Insas is worth more dead than alive who is going to be the undertaker? The comparison is with Icap, not Berjaya.

by Icon8888 > Mar 1, 2019 12:55 PM | Report Abuse

I am that kind of people who dumb dumb hold to absorb all the bad news and good news, and then eventually cashes out when the tree produces fruits
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how did u survive 2018 with that style?

Icon8888 > Mar 1, 2019 02:50 PM | Report Abuse

If you read the quarterly, it mentions monetisa
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people says all kinds of things one...It is up to u to decide.

My money is in Sapura.......no instant gains, but no bankruptcy risk.

The key to Armada is the attitude of bankers.
CIMB at first says refinancing sure done deal. I disagree. Then, bankers says cold shoulders to refinancing. CIMB revises TP to 30.

Nothing will happen until May....that is the due date. You have 2 month to trade before there is a final answer..........

Bankers pulling the plug is also normal, don't say it cannot happen.

Success doing well, Jaks and Dayang, also doing well............HTPadu sold long ago ( second time cut loss near breakeven)..............what is there to be not satisfied?

calvin doing hard selling....par for calvin.

Posted by calvintaneng > Mar 1, 2019 10:57 AM | Report Abuse

GOOD NEWS

PERTAMINA OF INDONESIA WANTS RAPID TO REFINE CRUDE OIL
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the link to your Pantech is more imagination than reality.

icap....$5 million invested in Padini, unrealised profits $ 100 milion, every thing else they do in last 10 years is meaningless. Question is how a guy like TTB managed to sit on it and enjoy a 20 bagger.......? It turns out, they were good friends. It helps.

shareholders , those who bought Jaks .....they are familiar........not shackled by the results..............

shareholders are not shackled by the results.....drop 1 sen only.

Posted by cheoky > Mar 1, 2019 01:06 AM | Report Abuse

Kyy smart here but paid expensively to learn it. Qqq,had u or going to?
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I am still above water as of now.......only 2 smart ways to do stock market...........the best of the best like Philip or a smart contrarian........

sslee...u don't believe me?........your mother never teach u not to go lunch dates with lousy company?

How come u mention S curve? U in the meeting between KYY and management? U know me? seen me?

by qqq3 > Feb 28, 2019 08:03 PM | Report Abuse X

better go check whether Nigeria will take them to holland...........don't ask them........check yourself. what if there is revolution In Nigeria? capital controls? Default?

by Sslee > Feb 28, 2019 11:13 PM | Report Abuse

Thank you.
P/S: I have a lunch date with Dato’ Wong on 2nd March as his office is in Garden South Tower Mid Valley.
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lunch dates with excellent companies can be life changing......lunch dates with lousy companies can be life changing too, in a negative way.

Philips

Icap........invested $ 5 million in Padini, unrealised gains $ 100 million............every thing else they did is meaningless.

calvin cannot talk share talk people?

sted by DK66 > Feb 28, 2019 07:14 PM | Report Abuse

7.3% work done in vietnam EPC was recognised in Q4.
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u expected more?

calvin...if market drop a few weeks, u will suddenly declare u are 2% in 50 stocks?

anyway, Bursa small cap Index peaked last Thursday...exactly when everyone so gungho on OG stocks..........

15% enough meh?

alert........

Calvin no more 5% over 50 stocks...........now its 15% in OG........


KYY more than 100% woh..........

Icon8888 > Feb 28, 2019 08:13 PM | Report Abuse

nowadays in i3 a lot of amateurs

I believe most just came out from schools
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a lot in number but add up also no power one.

number of shares issued 1 billion la.............


why only KWAP? can be any body

y (S = Qr) Philip > Feb 28, 2019 08:01 PM | Report Abuse

I totally did not know that.
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better go check whether Nigeria will take them to holland...........don't ask them........check yourself.

d by John_Lee > Feb 28, 2019 07:56 PM | Report Abuse

i3lurker,

I am curious on your persistent claim that Jaks needs to do another RI for cash. Looking at the balance sheet, current assets of RM1.176b exceeds current liabilities of RM1.026m. The RM50m bank guarantee has already been paid. Also a large chunk of current liabilities is related to the Vietnam project which requires no actual cash payments due to how the Vietnam project was structured.

Could you please elaborate specifically on why an RI is 'for sure'?
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capital commitment for the balance of Vietnam IPP.............

Posted by (S = Qr) Philip > Feb 28, 2019 07:36 PM | Report Abuse

Marine products manufacturing 51,787 279,394
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amazing.....no one succeeded like they succeeded although the potential had been there all these years...........


many had tried and failed........