Shellhouse

shellhouse | Joined since 2015-02-26

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Stock

2016-01-29 12:01 | Report Abuse

cashflow this warrant is trading at a premium. You said it yourself. Do you know what a "premium" means?

The breakeven at RM0.06 is only when index is @ 1672 pts. [ ( 700 * 0.06 ) + 1630 ] = 1672.

It is overvalued at 6c. Don't get me wrong, but I don't think anyone is being cheated here. Try to understand how structured warrants work before blasting in such a manner

Stock

2016-01-29 11:10 | Report Abuse

PE : 4.5
NAPS : 0.88c
DY : 5%
ROE : 15-17%

improving profit trend for 6 quarters.

Margin of safety at 21% based on Net assets.

Hugely undervalued gem.

Sapu some warrants... long way to maturity

Stock

2016-01-29 09:44 | Report Abuse

Chill out my friend 400523.

You have been patient thus far. let's hope for the best. I'm still optimistic. The only thing lacking is clarity and a catalyst.

Stock
News & Blogs

2016-01-26 16:01 | Report Abuse

Ignore the haters. I don't understand how they operate or their motivation to hate.

News & Blogs

2016-01-26 15:59 | Report Abuse

Thank you Icon.

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News & Blogs

2016-01-24 17:42 | Report Abuse

Tan KW is admin of i3? or anyone with connections with the owners?

I suggest to add in several indicators into i3 homepage (in the form of an extended dashboard...) such as :
1) major world indeces.. I.e. CSI 300, S&P 500, Nikkei, HSI, Dax, FTSE 100
2) FCPO prices
3) WTI, Brent, Tapis crude futures prices
4) MYR vs major currencies exchange rates

my rationale :
2015 and 2016(so far) has been proven to showcase some of the most volatile and vigorous trading worldwide. and more often than not KLSE has been victim of the worldwide market volatility. The suggestion is to include such indicators into an extended dashboard to help provide much more clarity and aid in the investment decisions of i3 readers. The indeces and futures above, together with the exchange rates by far has been largely factored to influence share price and index movements in KLSE.

In the past.. i would habr to rely on several pages across other websites (e.g. bloomberg dashboard) to obtain cerrain info. It would really help if the Malaysian investor could simply log on to i3 to briefly have a brief overview of the macro environment through the info on the dashboard. This is my suggestion to provide a brief yet comprehensive view to aid in investors actions and bet on potential market direction of the KLSE.

News & Blogs

2016-01-24 10:13 | Report Abuse

oil is up 9 to 10 %. perfect timing for cny

News & Blogs

2016-01-19 11:46 | Report Abuse

I concur with your honest analysis. Despite plenty forumers promoting, im not convinced with the same reasons mentioned above

Stock

2016-01-18 14:23 | Report Abuse

I still remember buying my first formal shirts for uni presentations as well as for my internship :D

Very resilient stock with wonderful dividends.

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2016-01-18 14:18 | Report Abuse

A windfall if they opt to sell it off.

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2016-01-18 14:17 | Report Abuse

I think the rationale of the restructuring is to separate the construction from the non-construction subsidiaries.

Either way I take it as a good omen. A sign that the energy/development arm of the company is expected to contribute well (and possibly substantially), hence the segmentation.

Stock

2016-01-18 11:32 | Report Abuse

Don't have to apologise. This is indeed a turnaround stock with the plunge in oil prices and expanding refining margins.

Plenty of uncertainty in the market. Safest is to hold cash and reenter when more value emerges.

Stock

2016-01-18 11:13 | Report Abuse

Decided to cut loss.

Painful 9% in 2 days.

Will hold cash or short KLCI

News & Blogs

2016-01-17 13:17 | Report Abuse

The "barrel" aka. BBL (159 STANDARD LITRES) is merely a "unit of measurement".

You got to be kidding to assume crude oil is transported via tin cans as such. Crude oil is mainly transported via pipelines and vessels depending the locations of oil fields.

Stock

2016-01-15 11:25 | Report Abuse

All the above based on assumptions that world markets to remain stable and not as volatile as the first 2 weeks of January. TA wise, an ascending channel is forming (breakout play/uptrend)

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2016-01-15 11:22 | Report Abuse

My prediction is a breakout from current level either by end today or Monday/Tuesday.

Then the 3rd wave will commence with another correction by month end. A further breakout around CNY potentially pushing it above 1.6.

As Koon Bee has stated there is much good news to look forward this year for Seacera.

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2016-01-14 11:15 | Report Abuse

20 % premium at 22c.

at RM3.50 its only worth 20c

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2016-01-13 08:44 | Report Abuse

This. . I like. loading some today

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2016-01-13 08:41 | Report Abuse

This "Sell" guy. pure B'S comments on every counter.

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2016-01-11 17:43 | Report Abuse

Excited to see how the price moves. Almost all counters soared approaching the ex-date after their respective bonus issue announcements.

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2016-01-11 17:39 | Report Abuse

Holding 4 months just for this. Almost 90% gain including dividends

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2016-01-11 14:20 | Report Abuse

Conservative at PE 22 = RM12

At par with PETDAG @ 33 = RM18

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2016-01-10 14:12 | Report Abuse

Follow your gut instinct. its good to be cautious. I have avoided many excellent opportunities elsewhere simply becoz I can't tell why I'm buying in in 2 minutes or less.

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2016-01-10 14:01 | Report Abuse

hahahha. yes I noticed many forumers who has called me that name. The name has a meaning to it tho.

won't sell punggung la hahha. downside risk limited. only thing is to see if it can perform up to market expectations.

Stock

2016-01-10 13:45 | Report Abuse

icon, I'm no sifu.. I learnt a lot from you :D

murali.. yes it's real. This time it's for real. Please refer to greddym3's recent post about Unit 1 achieving COD on 26 November.. he has also provided some links from some chattisgargh state electricity board website. COD @ commercial operation date = the key word... means the unit has already started selling power. and hence the recent spike in share price. I'm not sure about bursa requirements if such news should be announced immediately. or they are waiting for all 4 units to be commissioned.

I really hope I'm not wrong.. but this time I'm convinced. Buy at your own risk.

Stock

2016-01-10 13:08 | Report Abuse

confuse : look forward. don't rely solely on past information. Mudajaya has certainly hit a hard patch over the last 3 quarters. The share price has tank from rm2.70 2 years ago to rm 0.80 in august. With that said I believe market has punished it enough and in my personal opinion I'm very bullish about its prospects. please study the history of RKM to understand more. 5-7 years ago they projected a recurring profit of rm70-80m per annum from RKM alone. but considering inflation, appreciation of Rupee against MYR, amd other factors (such as drop in commodity price? coal? anyone to verify my assumption?) ..I do think the profit from rkm should be in the range of rm100-120m per annum. Apart from that.. It has well started to replenish it's construction order book which would last it a couple of years. As stressed before... I really hope the proper risk management mechanisms are in place.

my personal TP is rm2.70 by december (subject to RKM announcement of course.. The key catalyst).

News & Blogs

2016-01-09 17:09 | Report Abuse

Thank you Faye for the kind compliments. :)

To be honest i only targeted 50% for full year and I never expected such a run within one week. Hope everyone can benefit from the picks.

News & Blogs

2016-01-09 16:42 | Report Abuse

Never failed to entertain. Like!

Happy new year!

Stock

2016-01-08 20:33 | Report Abuse

icon finally referenced topglove in his latest post.

News & Blogs

2016-01-08 20:31 | Report Abuse

When icon mentions a stock in his post. you know what to do next :D

Stock

2016-01-08 17:51 | Report Abuse

Imagine those who bought 1 year ago. Gain in excess of 200%. Triple your capital!!

In share investment, sometimes the best thing to do is to do nothing.

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2016-01-08 17:25 | Report Abuse

Yes, Edwin, Mohd is spot on... this is very common among many counters. Reason is because 15c is a small % to push compared to the RM amount received via dividends

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2016-01-08 13:13 | Report Abuse

At this price... the dividend is only 1% flat. Looking at the uptrend in KLCI for today, people are bound to hit the jackpot in other counters. Those who bought earlier....say RM8 or RM9 might hold for the dividend.

This is just a minor correction and I think its healthy (despite the early morning sell off being mostly due to China fears)

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2016-01-08 12:57 | Report Abuse

time will tell. All the conditions are ripe for the harvest. :D

Only hope is mgmt manages their margins prudently. Yes it's definitely a phoenix rising from its ashes.

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2016-01-08 12:22 | Report Abuse

forgot to add. This one here really tests your holding power. not for the short term players

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2016-01-08 12:18 | Report Abuse

regardless of where the info comes from. The gyst of stock investment is to buy a good company at a fair price. buy low and sell high.

till date.. Most of the bad news has already been priced into mudajaya's current price. there's only upside for this stock. RKM has already commissioned the first unit (as per announcement in the india power board website.. can refer to links shared in the previous post by forumers. ) The company has won substantial amounts of infrastructure bids in the Pengerang RAPID project. buy now to cash in a handsome profit later on. don't wait till announcement after all 4 units of RKM achieves COD. I predict a minimum 100% gain on this stock for 2016 and potentially even 200-300% in years to come.

Buy at your own risk.

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2016-01-08 10:43 | Report Abuse

The key is bonus ex data announcement

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2016-01-07 11:30 | Report Abuse

Pending announcement for exdate and entitlement.

Its a very good sign that many are showing interest towards bonus issue.

Buy now and be rewarded handsomely In 1-2 months

Stock

2016-01-07 11:23 | Report Abuse

Market overreacting as usual.

Stock

2016-01-07 11:20 | Report Abuse

Drop lower please. Can collect more.

News & Blogs

2016-01-07 11:13 | Report Abuse

Holding tonnes of Harta?

The same research house has given a 5.36 TP for Harta (currently around 6)

Stock

2016-01-06 16:55 | Report Abuse

another record close. good enough. This rally will continue until Friday I reckon

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2016-01-06 14:03 | Report Abuse

I think they will announce ex date in a matter of days.