Fundamental Value trader / investor base on PE & PB. Anti technical analysis. targeting undervalue company and hoping for privatization (easiest way to earn money)
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2 months ago | Report Abuse
@Sean08 things are so mess at smi. imo, smi is just a liability to asiapac, as well as it's own property development sector. only good thing in asiapac is what that made up majority portion of it's NTA and serve as the only source of consistent profit income I.E. IMAGO MALL
2 months ago | Report Abuse
value of this counter should be 0.200 above no doubt. but also bear in mind that most queue parked at 0.110 / 0.115 are most likely the operator itself, therefore are irrevalant as support as it can just be opeator's mindgame and operator still can went back to 0.110/0.115 anytime if wanted to collect more.
in short it is still all up to operator in this highly controlled counter
2 months ago | Report Abuse
@nemesis hopefully, operator has been collecting for year, as long as we have been waiting, I believe the price only keep this low for operator to collect more by exhausting investors' patience, currently it is still almost half the price of iculs / ipo despite the company fundamental is now more built up with imago mall and NTA been grown to 0.73 despite bad debts. bear in mind that big boss mah subscribed the most iculs at 0.200. for that he is very well aware that the company is worth a lot more than that and in future will be traded above that whenever he wanted.
with that being said, despite trading a little back and forth in between, (had to do so in case operator still want to play and collect more at lower price flip flop), I am still keeping majority of my stakes here. 40% of my total investment capital is in this counter.
2 months ago | Report Abuse
asiapac most investment losses / gains are mainly due to price changes (quarterly) in smi if I am not mistaken, because it is it's main external investment besides own businesses of imago mall & property development
2 months ago | Report Abuse
yes related, having stakes in each other, but the their respective big boss (biggest shareholder) is not the same person. asiapac's big boss is mah. smi is having internal affair now to decide who are the big boss, but unlikely to be mah because his stakes there as far as i know is not close to be the biggest shareholder
2 months ago | Report Abuse
btw talking about syariah list, can also refer to MESB (which just turned into syariah complaince) to study the opposite effect
2 months ago | Report Abuse
nothing to catch up with MISC as harbour % price up recently (up to 1/2 or 1 year) is still ahead of misc. sygroup just catch up with harbour but price still parallel as of now.
as of removal of syariah list, not only it will may cause recent selling, it may also cause long term lack of interest from a big group of Malaysian investors.
despite so, I am still positive that harbour price might still up with good freight rate and potential good upcoming QRs, just that it might not be as attractive as sygroup considering sygroup is still syariah complaince and has a slight better current QR
2 months ago | Report Abuse
hi guys, anyone here know what will happen to existing shareholders if WCT listed as reits? will it's existing shareholders automatically get free shares of it's newly listed reits? or still need to subcribe and pay for the ipo of the new reits? and what will be the direct consequences to the share price of it's original stock of WCT?
2 months ago | Report Abuse
the buyer can also be 3rd party retailers / institution investors with huge capital that are interested with the company at current low price. too many possibilities to be conclusive or get prematurely hyped before actual rally happening
2 months ago | Report Abuse
even if you are right, 5m is just 5/1488 = 0.3% of the total shares here. doesn't signify they have collected enough. just point out facts, despite I hope you are right and this counter fly high next week
2 months ago | Report Abuse
@stncws how to trade RM0.118 at the market? if you mean average cost, how do you calculate that? how you know who are the buyers & sellers behind all the transactions?
2 months ago | Report Abuse
@stncws how / where u get such info?
2 months ago | Report Abuse
btw, don't get too confortable with the support queueing, this stock is stil highly manipulated, we don't know when the bos finish collecting and want to fully unlock value
2 months ago | Report Abuse
for cut queue play I won't risk a lot stakes also
2 months ago | Report Abuse
@stncws won't know before it happen, those I cut queue sold at 0.12 yesterday morning only 2.5%. previously cut queue topped up 5% at 0.110 (01 july). just minor profit locking play before reaching my reasonable TP of iculs / ipo price of 0.200. ultimate TP even beyond that and yet to set considering NTA is above 0.700
2 months ago | Report Abuse
top up a few sygroup at 0.790 (05 july 2024, 3.32pm), bought back those I sold yesterday at 0.835
2 months ago | Report Abuse
sold 7.5% more asiapac at 0.120 (05 July 2024, 3.22pm)
2 months ago | Report Abuse
no more free gap meat now at sygroup, but now let's see if both counters can rally higher towards respective's NTA
2 months ago | Report Abuse
no more free gap meat now at sygroup, but now let's see if both counters can rally higher towards respective's NTA
2 months ago | Report Abuse
SincereStock
sygroup going to correlate with harbour at 1 : 2
3 weeks ago
posted this 3 weeks ago at SYGROUP forum
happening already now, sygroup has now overtaken harbour price in term of 1 : 2 ratio. with sygroup rally higher to 0.830 from 0.70, while harbour remain stagnant at 1.6 level
2 months ago | Report Abuse
SincereStock
sygroup going to correlate with harbour at 1 : 2
3 weeks ago
happening already now, sygroup has now overtaken harbour price in term of 1 : 2 ratio. with sygroup rally higher to 0.830 from 0.70, while harbour remain stagnant at 1.6 level
2 months ago | Report Abuse
sold a few sygroup at 0.835 (04 july 2024, 10.51am), still got a few left
2 months ago | Report Abuse
it is quite worth to park a few cash while anticipating price back to pre klci downtrend before next QR for further analysis
2 months ago | Report Abuse
recent QR is clean and fantastic, 1 of 2 best QRs (insignificant;y different to each other). annualised around PE 5.5
company claim to do expansions oversea
facebook page are active promoting
no debt totally clean net financial income
still significantly below NTA
2 months ago | Report Abuse
top up a few NHFATT at RM2.00 (04 july 2024, 11.33am)
2 months ago | Report Abuse
cut queue sold a few at 0.12 today open price 04 july 2024, 9.00am
2 months ago | Report Abuse
bought a few NHFATT at RM2.05 (03 july 2024, 4.45pm). one of few good fundamental counters that is still lagging behind today's market recovery
2 months ago | Report Abuse
cut queue top up a few ASIAPAC at 0.110 (01 July 2024, 4.50pm T-Price)
2024-06-28 15:42 | Report Abuse
top up a few sygroup at 0.760 (28 june 2024, 3.40pm). it's next QR maybe better due to higher local freight rate
2024-06-26 15:15 | Report Abuse
@Bullballs confident but definitely not 100% sure la, nothing is 100% sure in investment, as long as don't all in it is worth the risk / favourable odds (for me personally la)
2024-06-26 14:32 | Report Abuse
cut queue sold a little more MESB at 0.635 (26 june 2024, 2.30PM open t-price), still got around 30% stakes left
2024-06-26 10:10 | Report Abuse
@investorbat the research you shared says resistance at 0.64 lol (technical stuff), as a shareholder here (still got stakes left) hope that happen too but I rather be doubtful with technical stuff and such researches.
preparing to top up back some if price falls to lower level
2024-06-26 10:06 | Report Abuse
top up a few more pohkong at RM1.14 (26 june 2024, 10.01am)
2024-06-26 10:05 | Report Abuse
sold a few more at 0.620 to lock profit (26 june 2024, 10.01am), still got slight less than half left
2024-06-25 11:02 | Report Abuse
top up a few more dksh at RM5.27 (25 june 2024, 11.01am)
2024-06-20 14:39 | Report Abuse
top up some more POHKONG at RM1.18 (20 june 2024, 2.35pm), switched my capital from TOMEI to POHKONG here because POHKONG recent QR is a lot better. overally POHKONG improved a lot more than TOMEI. focusing solely on POHKONG as my gold counter now
2024-06-20 14:37 | Report Abuse
sold all tomei at RM1.78 (20 june 2024, 2.30pm t-price), switched all to POHKONG. top up more POHKONG because POHKONG QR is a lot better, overally POHKONG improved a lot more compare to TOMEI
2024-06-19 17:41 | Report Abuse
property sector has been dragging down the company for long already
2024-06-19 17:41 | Report Abuse
won't put any high hope on it's property sector, just hope some capital return to clear the debts
2024-06-18 17:54 | Report Abuse
1 thing worth to take note, this QR EPS is pohkong's all time high
2024-06-18 17:47 | Report Abuse
pohkong EPS is better than tomei based on both's share trading prices (annualized PE)
2024-06-17 10:07 | Report Abuse
@unrealyangz, true, both PE and PB are the main things in fundamental value investing
2024-06-16 16:34 | Report Abuse
and mostly those newcomers "so called sifu" are actually technical analysis sifu, only lured in by so called "technical signal"
2024-06-16 16:32 | Report Abuse
@speakup more sifus join chase high ka haha
in such case, imo anyone who stayed here before any new comers are more sifu than them
2024-06-14 12:56 | Report Abuse
@daretocutandchange rumours no, but speculations yes, has always been and especially everytime it's price hike lol seems like many are parking capital here for privatization bet
2024-06-14 12:27 | Report Abuse
best of luck everyone who still holding some stacks
2024-06-14 12:27 | Report Abuse
hope for pending transaction announcement this afternoon after 12.30pm
2024-06-14 10:32 | Report Abuse
still holding some stackes bought at 0.675 long ago, 1 of my longest holding counter, hoping for privatization announcement or price hitting NTA to sell
Stock: [ASIAPAC]: ASIAN PAC HOLDINGS BHD
2 months ago | Report Abuse
I would be glad if asiapac can do the same as wct, relist imago mall as reits so that mother share value can be unlock by clearing bad debts with ipo money, and also hope that existing shareholders here can get little portion of imago reits free shares. best win situation.
that way investors that not interested in asiapac's property development business can sell away mothershare at reasonable valuation and move the capital into imago mall new reits (if reasonable ipo / post ipo market price) or move into other undervalue counters