Jon Choivo, which are 10 companies that are "better fundamentally?"

Good grief. 35 sen. Egg on the face of the broker who promoted it.

How did you arrive at 10x PE at RM1.01? Speculation?
Latest Q EPS was less than 1 sen.
Forward looking? What's basis? DPM attended his son's wedding?

Do you know Jura's sales in 1H/17 and if the pattern continues to be reflected in Uchitec's results?
Jura may have other vendors, including some in China, and so the correlation may not be perfect.
That could be the reason Jura's sales in 2016 were higher than in 2008, but not Uchitec's.

Are you serious? Do you know the crack spread next week or next month, much less next year?
We know the price of Milo and cigarettes next year, and next 10 years.

If Jaycorp's price tanks, it's because industry conditions changed. Prices don't tank for no reason.
If Jaycorp's earnings drop, how can it be assumed the dividend will be maintained? That's not a reasonable assumption.

So many bloggers keep promoting HHHGroup, or is it the same group?
After heavy selling on I3, last Q's eps 0.3 sen only.
Is this a joke?

Two camps on AirAsia. Could be either side's right.
See further results and share price. Then we'll see which side needs more education. Arguments don't win.

That's historical data. What about the substantial drop in plywood prices in the Dec Q? According to info on the net.

Those were 1957 independence terms.
For those in Forest City, assuming they'll even live there, they can apply after 10 years, but it's still not a right. I see in the papers many Indians have been here 50 years, they still can't get blue IC.
As for half a century, who'll wait for that? And even then, Msia can refuse to grant.
Filipino maids in HK sued the govt for citizenship because they worked in HK for so long. The court ruled there's no right. Its the sovereign right of govt.

There's no right of citizenship for 2nd or even 3rd generation. It's for the govt to grant or not, its absolute right.
They'll be here or not for their holiday homes or investment properties only. Just because you buy a house in UK or Aust doesn't give citizenship to your 2nd generation.
Blue ICs for 1st generation and bumi status for 2nd generation are for muslims only.
Dr M should know better, he's showing his old colours.

Very bad communication. What is GenT?

3iii. The professor shouldn't be teaching finance theory. He should teach something else. The "class" of Graham and Doddsville was 100% successful as investors/fund managers.

I should a very good article. Thanks.

Can you help with the page in Buffett's 2002 Letter where he stated he's willing to pay 7x EV/EBIT for 8-10% growth? I couldn't find it.
I only found his description of EBITDA as a "pernicious practice," and in another Letter, described it as an "abomination."
Why would we leave out tax or interest expense, unless we're planning a takeover?
We've to live with the company's tax and interest costs.

What makes you think you qualify to run down the "gurus" on I3, who are often right, sometimes wrong? What's your CAGR last 10 years? What's your record on I3?

Tan KW, is there a tradition those on the honour roll of top 10 results are automatically included in the competition?
Or if the list comprised only early birds, almost all unknown, nobody may bother to follow it, and that would make i3investor a less visited website.

What about its RM10 bil of USD loans? Non-cash item? What about when it pays interest and repays loans, would it still be non-cash then?

Blogger's England not so good. Wasting people's time browsing thru.

One of those ultra-long video advertising clips on the net. ?

May be too early for Huawei n Xiaomei to celebrate. US cud impose import tariffs, with caution that China cannot retaliate, or it'll face escalated tariffs.
In a total trade war, China loses trade surplus of US$360 bil a year. That's the basic data point. It's complicated, of course.
But I'd agree, Trump will probably stop US cos going out. I'd expected aircons getting import tariffs coming back from Mexico - that was what he campaigned - rather than a tax incentive.
That rather than trying to bring production home, or broad-based tariffs, which are needed to narrow the horrendous trade hole, but he hadn't created the decades-long problem. It's not his job to ask Americans to consume within its means.

Why do you want to buy book?
What's its book, old computers in the office?
It can't even make 0.1 sen EPS latest Q.

probability, you said Prestar now imports HRC from Posco with small duty? Howcome small duty. HRC at a lower price perhaps.
So it might be similar for CSC which could import from Taiwanese parent.

You're right, today.
As for the "doubters, non-entrepreneurs and scared types," they could be right tomorrow.
In Jan this year, as soon as RM strengthened, export stocks plunged, yes, plunged, even when record Q4 was going to be announced. Market was very efficient. A friend gave back RM20 mil in Jan/Feb.
Thanks for sharing your position, no need to call names on those who disagree.

If Choo Bee's prospects are dim in current business environment, why is it rosy for CSC Steel, which KYY said is great? If one is downstream, and the other is upstream, for the same final customer?

Wealthwizard, your forecast for Mycron's Q3/9/16 a bit off, not that it was wrong.
This mgt may not be so reliable.

If AirAsia keeps proceeds from sale of Asia Aviation, that would bolster its B/S, but the market is hopeful or counting on proceeds going out as a special dividend. In which case, it loses its operating profit from leasing, while B/S remains highly geared.
One difficulty in AirAsia at this time is its business model based on USD loans while revenue is in Asian currencies.

From your table, passenger seat sales in Sept '16 Q were RM1.078 bil while total expenses, excluding Asia Aviation, were RM1.067 bil, ie ticket sales barely covered expenses.
But that's not a bad state, as it makes a lot from ancillary income and leasing.
Like selling newspapers at RM1.20 doesn't cover production cost.
The problem the Bloomberg writer pointed out is the effect on total operating income after a sale of Asia Aviation. He did say ancillary income's growing.
After all, Tony said "Don't look at us as an airline. We are a supermarket." (quoted in edgemarkets).

Sorry, Bloomberg's right as usual. AA's ticket sales revenue does not cover operating costs.

Stockmanmy, can you show the numbers where revenue from ticket sales doesn't cover operating costs? That's the point in the Bloomberg article. I see in Q3/16 revenue from ticket sales does cover, and produce an operating profit.

Ha ha. Ok. Just thought you might like to as your JHM reports were quite prescient too.
No problem. Welcome back, on a writing spree.

Updating on your earlier JHM reports?

Ok, moneySIFU, I agree, it's co-related. I just meant not direct in the sense its main business is not a miner selling tin ore. That's the impression people may have if we call it a tin producer.

As world's 2nd largest..., 90% of revenue was from smelting. It's mainly a smelter, not a miner. Readers may have the wrong impression.
The group doesn't profit from tin prices directly, though it has a modest-sized tin mine, which does.

Upside's the stronger USD.
That would be partially offset by substantially lower log output in the second half due to state quota restrictions.

Oops. Those are revenue figures as % of group revenue. I'm just used to titles in the table itself.

Have to google if Padini's listed? A newbee? :}
One of the new investors with a good education? Very good study n charts, GoldenShares.
People were calling Padini's reached market saturation for years, but it's kept growing through more new stores. But saturation finally? How many stores is it opening, and % store count would be low over a large store base now.
Growth by same store sales would be slow.
Btw, what are the figures in the first chart?

sunsirs.com/uk

There may be some short term impact from higher resin costs, as since Datuk Ang gave that July interview, resin prices increased about 30%. Most of that may be passed through, with some lag effect, it may have to absorb some of it too. Thanks for your report, Icon8888.

Don't think Americans voted for Trump to become furniture makers.

Bro, there are no headings for the rows of figures. Thanks.

What about Q4, if USD closes at RM4.40?

If sale proceeds from the leasing arm are retained, it would offset the enlarged USD loans.
But what if the proceeds are dividend out for the owners to repay their own loans?
And if BNM remains silent on Tony's application for USD loans, and his AirAsia stake's not increased, will he still sell leasing?

What about the question of the 42% of USD loans not hedged?
Unrealised forex losses are just "book numbers" but when repayments r due, the numbers are real at current RM rates.
RM could be higher then, or lower, no one knows, so we've a scenario at current rates.

Your biggest exposure just got bigger. Good call. Have a safe flight.

My reservation is EPS last Q was 0.5 sen. Even if EPS were to triple, it wud just be 1.5 sen. But this is a commodity biz, EPS cud rocket a lot higher.
It also has an O&G division now, hope that's ok.

Thanks Icon8888 for pointing out the operational improvement.
Unusual WTK has QoQ increases in log and FFB output.
Both Taann and JTiasa had large shortfalls in log output, due to state quota restrictions, it seems.
And most planters have lower YoY FFB output due to the drought. Possibly, WTK's maturing estates made up for a lower yield.

Fly oreadi, from paperplane to rocket. :}

Latest Q 17 sen EPS. If it can sustain this level, or even higher, next couple of quarters, you'd have another winner in your portfolio.
Helpful if it'll re-instate a dividend this year.

Overall, MSC's interesting stock to study and feature.
My reservations were tin prices seem so volatile now. An understanding of the supply and demand for tin next year would be very helpful, like will a shortage persist into 2017.