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2013-08-05 15:05 | Report Abuse
hahaha.... busy busy but since its ramadan so taking a break. You guys shd trage in the qatar stock exchange, I think they will go nuts. There is only about 60 counters and all with standard financial year end and standard par value etc... so analysis is so easy, and there are no warrants. So purely capital gain and dividend play... and general growth is about 20% every year... even i fyou close ur eyes and pick a stock.
2013-08-05 14:51 | Report Abuse
my question... why buy a warrant when its at a premium even if its 1%? Shouldn't we just seek out warrants trading at discount, or better seek out mother shares with good prospects moving forward? Or is this valuation technique purely for warrant traders?
2013-08-05 14:47 | Report Abuse
Interesting thread... all interesting players are here, hi kc loh... and godo reviews by OTB keep it up
2013-05-15 12:37 | Report Abuse
KC.... MPHB a good buy? even after the listing of MPHB Cap? which will be beter buy... the original holding co with the gaming business or the new Cap co to be listed that wil hold the non-core assets?
2013-05-07 12:16 | Report Abuse
sold all :) and releaved mysel fof all the suspense and tension... and move on
2013-05-06 11:37 | Report Abuse
the time has arrived :)
2013-05-01 11:34 | Report Abuse
support supermax.... everybody pls go out there are buy a box of condoms.... p/s : they make condoms too right?
2013-04-25 16:34 | Report Abuse
i feel bad hoping for the birdflu virus to spread.... which will represent an impetus for the glove companies share prices to rise... can someone provide a positive angle on this
2013-04-25 12:55 | Report Abuse
wtf.... its kossan and topG on the roll, when will it be supermax time? :(
2013-04-24 17:08 | Report Abuse
yup totally agreed.... but as the saying goes no pain, no gain :)
2013-04-24 16:49 | Report Abuse
EPF may have certain limits on sectors or counters, for example is it targets only 1% on rubber sector, and if it has accumulated topglove or others.... then it needs to let go supermax, or other institions cud actually be buying from EPF... there can be many scenarios not easy to speculate... or some players are strategizing to supress the price further... before going in for a big buy... anyway, thats my take
2013-04-24 16:32 | Report Abuse
jom oppa ubah style...
2013-04-24 16:14 | Report Abuse
looking at EPF's disposal positively... i think it opens a window for retailers to step in, EPF may have other strategies and may be doing rebalancing etc.... but company fundamentals are strong, research brokerage all point to 1 direction, and peers have shown trends.... i think thats sufficient data for an investment decision, dont u think? I dont mean profits in matter of days, but timeframe of say 1-2mths... oops 2.03 support broken...
2013-04-24 15:49 | Report Abuse
thx passerby :) and golden-chicken - just worried may miss out on the uptrend like what happened to topglove, where there was a single day hike.... also there seem to be some support at 2.03 level...
2013-04-24 15:31 | Report Abuse
accumulated some at 2.03 wish me luck :)
2013-03-27 14:51 | Report Abuse
Its a GLC counter.... and syed mokhtar's call. He has already privatised the palm oil company under his stable. But DRB Hicom I guess will be too big for privatisation...
2013-03-27 11:41 | Report Abuse
what re-structuring? i thot it was going to be privatisation? LOL...
2013-03-25 15:50 | Report Abuse
sory I think I mis-communicated the answer. When I say 35% gain, it was AFTER the "wholesale" of shares.... warrants are such that once you accumulate and notionaltarget price is hit, youy sell ....sell all and run.
Then you go back to the drawing board and start working on another new fresh warrant, that is possibly trading in discount or potential discount. I have another too ... gamuda-wd, but I dont think I will see the light of day on this... unless some massive progress is made on the new LRT project. Breakeven will be good enuf.... even for ijm-wc.
2013-03-25 14:51 | Report Abuse
LOL... yes, quite naturally in hope of a repeat transaction, with averaging out cost approach. Funny thing is that it only needs a few heavy trading days and nudge to see the returns... and the ur off to the drawing board again.
2013-03-25 13:31 | Report Abuse
ur right tempus_veiros > opportunity loss on dividends and other gains just too big. But I did make some handsome sum doing similar on ijmplant-wa... where returns was more than 35%. I guess warrants are a riskier game than mother shares... an if ur bet is right pays handsomely otherwise... its a drop, with zero income on dividends; not to mention an expiry date for warrants !!!
2013-03-25 12:45 | Report Abuse
i have loads with a cost of 1.55 sitting for more than a year now :(
2013-03-25 11:55 | Report Abuse
545 days more to go before expiry of ijm-wc.... any suggestion on what to do meantime? palm oil prices have begin to pick up but no signs of improvement on ijm shares... converting to mother shares is a NO GO... as too high cash outlay RM4 for each share... hmmm
2013-03-23 03:51 | Report Abuse
... no one will die (not from a curse at least), people will contunue to gamble and go on cruises, election will come and go, BN will still retain right to rule.... and the sun will reise and set everyday.. so just chill people :)
2013-03-23 03:47 | Report Abuse
privatisation is only by largest shareholder (unless im wrong) and that wud be EPF... and why wud EPF wanna privatise MBSB?
2013-03-21 14:58 | Report Abuse
yah why gen-m keeps falling... inching downwards even when market is up??
2013-03-19 15:04 | Report Abuse
holy cow... 7 consequtive quarter losses since listing with CEO and wife disposing off shares right and left... thx for the link Melvin G, this company shd be made a study case.... best part is last quarter revenue was RM75K... LOL
2013-03-12 14:40 | Report Abuse
... yah all these income right and left while the real soldiers on the ground take live fire... :(
2013-03-10 14:17 | Report Abuse
Hustle... where is ur kopi stall? I want to join u for cofee... dont charge too high ah :)
2013-03-06 01:20 | Report Abuse
i think its time to request for a Board seat :) bro hooi
2013-03-06 01:15 | Report Abuse
hahaha KCLoh... i miss his too, almost dumped my Digi too, after his "almost" believable rants... im sure he or SHE... never know, will be back, new nick maybe.... without dave ... its no pain no gain... so i need pain :)
2013-03-05 11:17 | Report Abuse
where's dave singh... and his prediction of doom for Digi? LOL...
2013-02-26 19:43 | Report Abuse
just bot at 4.56... wish me luck :-)
2013-02-25 14:59 | Report Abuse
maybe ur right Dave... but 3.5 is a bit too drastic, how bout falling just up to 4 as downside, and up to 4.8 on the upside... anyway im in for the long run and accumulation rather than short run play.
2013-02-25 12:28 | Report Abuse
i think its been oversold.... will hit 4.8-5 in a weeks time... too hot for foerign funds to ignore at below 4.6 > naturally for the 4th highest div yielding stock, after maybank, maxis and BAT... (not considering new announcements of axiata etc) so people u decide...
2013-02-25 11:37 | Report Abuse
digi... my faithful money churner :) just like life there is always ups and downs... buy when down sell when up... basic investing rule prevails, only difference is one needs holding power and patience... just like in that guns n roses song :) cheers people
2013-02-11 12:38 | Report Abuse
i checked the financials... the gapurn ashareholders only pumped in RM1.5 million or so as share capital... and in return they getting RM111m and remaining in MRCB shares and warrants. Maybe im not reading this right... but good lord the deal stinks big time :-( better sell my shares on trading resumption and run
2013-02-11 11:55 | Report Abuse
this deal stinks... how in the world did this private company Gapurna got hold of landbank worth RM750 million!!! which they used to sell off to MRCB...??? What expertise does this new CEO brings to the table... after all he is only a CEO of a dormat company with landbank?
2013-02-10 18:58 | Report Abuse
the bulk of restructuring and streamlining non-core business would be completed within about a year's time, upon which the share price would revert to its RM7 level... but as of now, its undervalued thus trigering the parent company to take it private... very logic sequence of events, but like in all cases there will always be losers... who are minority shareholders
2013-01-10 16:50 | Report Abuse
i think IJM is a hidden gem.... with its book orders, and overweight on the construction industry... but it does have a thorn among its roses, stake in scomi.
2013-01-09 18:47 | Report Abuse
i predict best time to buy is when contra players are gone (bulk of them at least).... so friday, after lunch :) lets see if im right
2013-01-09 16:22 | Report Abuse
today is trading ex-div, so all those who bought before today to get the div, will now be itching to sell and cabut.... so I see the price dropping all the way for the next 3 contra trading days ... at least
2013-01-08 12:06 | Report Abuse
i like digi... fills up my coffers :)
2013-01-08 00:05 | Report Abuse
ah thx for the correction tonylim... yup yup im holding all 25K of it,at by BE price that 5.75 for mother share, so is there any hope? i give till end of mth then offload.... and if there is 1 thing im sure of the market, when i offload prices always goes up... LOL
2013-01-07 19:09 | Report Abuse
RM4 @ 25% = RM1, ijm mother share RM5.20 less conversion RM4 = RM1.20 + RM1 = RM2.20 > today's traded price RM1.36 > so amacam... if im doing this right?
2013-01-07 18:43 | Report Abuse
ijm-wc is my single biggest headache... since 2010, price conv of RM4 with an expiry of 24 Oct 2014.... its got quite a bit time left, but i consider it a loss cause... just need to cut somehow and run... the opportunity loss of keeping just too high... its that dirty SCOMI deal (or more like bail-out) that killed any hopes of a stroing recovery for IJM... i used to like krishnan tan... but this new ceo don no lah... look senget only... LOL
2013-01-07 18:16 | Report Abuse
hahaha... not to worry my fren, no one has the ability to guess lowest prices... similar to highest prices, give and take 3-5% off the limits will do fine. TA... i have some there too but trading below cost. Thx for your wishes... but im not countin too soon, as its only paper till sold, besides i have to top up the other freakin loss makin ones like freakin ijm-wc... bot at 1.75 (average) plenty plenty !@$#%^&*() get ur bowlin ball out ... i will help u polish it too :-)
2013-01-07 17:58 | Report Abuse
yeah kc... i got my epf investment drawdowns at 9.05 but knowing the yoyo day traders, the paper profits and losses swings from one day to another... somehow i dont dare trade short-term, although quite a bit of money can be made.... prefer the long way chill and see approach... as we get older and heart weaker, the approach changes too... but surely not for you Mr. "young-man" KC loh :-)
2013-01-07 17:20 | Report Abuse
genting.... one of the most undervalued counters, offers little dividend returns but big upside on capital returns.... punters counter that makes money from punters @ gamblers.... what to expect. one of the darlings nevertheless...
2013-01-07 15:41 | Report Abuse
Hi KC... happy new year to you too. Tun will always be Tun, he is the only person who can say that get off scot free. The Petron deal was another "massaged-deal" of course.
As for SKPetro... at this moment i think its over-priced, when counters like armada and waseong can actually offer better ROEs, but of course the latters are not market movers. Making big profits is one thing... but making good % returns of enquity and total asset is another barometer. In the long run... which will guide the share price? i can only predict. But I will never sell though.... as long as Petronas continues to feed it...
Blog: OTB, Fat Cat, kcchong portfolio return by kcchongnz
2013-08-05 15:07 | Report Abuse
kc loh.... if im senator then you must be dewan negara speaker ...heeee, still gpiong strong I see... and fending off violent criticisms along the way... keep it up buddy :-)