2016-03-25 09:59 | Report Abuse
what happened to Dolmite? their quarter results was a disaster
2016-01-22 10:33 | Report Abuse
Sifu Icon, out of the 602mil receivables, are you able to find out how much is doubtful debt since this info is not available in EG's annual accounts. What is known is only bad debts, but doubtful debts can distort the quality of their receivables. It would be helpful if we know the Days Sales Outstanding (DSO) of the receivables i.e. how old are the debts?
2016-01-12 12:01 | Report Abuse
Sifu Icon, Is TSRCap in your watch list? Volume and activities seen lately. Tx
2016-01-11 09:43 | Report Abuse
Icon, I hope there is another 'Comcorp' coming very soon in 2016?
2016-01-09 01:22 | Report Abuse
Icon, do you consider Genting and IOI as Buffett stocks? they were the darlings of the seventies & eighties too
2016-01-08 16:52 | Report Abuse
Icon's writing skills and analysis of companies financials is excellent. Reading his articles makes one want more and more from him. His articles are undoubdtelly beneficial to i3 subscribers. Tks Icon, keep up the good work!
2016-01-06 13:09 | Report Abuse
it's difficult to comprehend why the company with so much cash would want shareholders to take out more money to support the company's expansion? the rights issue does not equate well with shareholders. puzzling indeed???
2016-01-06 11:53 | Report Abuse
I just subscribed to I3 last month and find your article informative, interesting and valuable for small retail investors like me. sifu Koon's theory works generally well if the reported numbers are not exaggerated or falsified. I had fallen victim to companies like Transmile and NamFatt which reported fictitious revenue and profits. Since then, I am vary of companies whose directors I have lack of confidence, especially China companies listed in Bursa such as Xinquan, CSL etc. thank you for sharing your experience and knowledge of companies listed in the Exchange
2015-12-23 16:26 | Report Abuse
keep an eye on TSRCap. this construction and civil engineering company may be small in size now but has the potential to catch up with similar companies like Mitrajaya. recently concluded rights w/Warrants will improve its capital base for future expansion. Perhaps Icon can share your view on this company. Tx
2015-12-21 17:53 | Report Abuse
Icon, you're really an "Icon". great article and valuable information for small retailers like me. Missed Conmitel, hope you'll find another gem to share soon.
2015-12-21 16:21 | Report Abuse
congrats for the spot on write up on Comcorp. looking forward to another gem soon. tks
Blog: (Icon) Air Asia (11) - Asia Aviation Capital : Sale Or No Sale, Air Asia Is The Winner
2016-09-21 10:29 | Report Abuse
Very well written. thank you Icon for the detailed analysis and comparison.