tu la mahu tunggu dan tengoh dulu, at least it's processed food business growing la, nutriplus jenama famous

mistake to have sold some on 12 june 2024, glad it is not too late to bought back at 13 june with minimal costs

bought back some at 5.40 (13 june 2024, 10.02am), seems like I might have be over concern about diesal subsidy card

quote from source below “Any sector that qualifies for the subsidies and has reached their limit can discuss with the government. If there is sufficient data to show this, we can help them,” he said.

source: https://www.thestar.com.my/news/nation/2024/06/12/govt-focusing-on-targeted-diesel-subsidy-for-now-says-amir-hamzah

topped up back asiapac at 0.115 for the amount i sold recently (12 june 2024, 3.37pm)

about enough dip imo, while gold price still above 2300 after sudden dip

bought back some tomei at RM1.79 (12 june 2024, 2.30pm t-price)

sold most of 5.30-5.31, only keeping a few (12 june 2024, 11.24am), decided to take extra precaucious due to diesal subsidy card has limit, might affect operation cost of DKSH

sold a few sygroup to lock profit at 0.775, less than half left (12 june 2024 9.19am)

decided to reduce my stacks in logistic due to red sea creasefire agreement. besides, as i predicted sygroup : harbour price are getting closer into 1 : 2. too bad that it is due to harbour lowering down to sygroup, instead of sygroup chasing up to harbour

nevertheless, as opposed to speakup suggestion to bought in at 0.60, I would suggest bought in price at 0.685+ after the latest QR announcement, in corresponding of it's fundamental catching up with harbour but it's price hasn't reflected in correlation with harbour.

if you notice today movement between this 2 counters, you will notice strong correlation between the two, refering to near 2.48pm when both starting to dip at the same time. however, it is also proven that at this stage, sygroup is stronger and resisted better than harbour

@pang72 I think what speakup meant was if a retailer don't buy when the price is cheaper, why chase only price goes higher? basically, those are what technical traders usually do. not fundamental traders

if you are not interested in a counter when it is cheaper, you not suppose to be interested in the same counter at more expensive price. assuming it's fundamental didn't change but only price changes

seems like speculations to goreng only, don't even have rumours on privatization after goreng for so long already

sygroup going to correlate with harbour at 1 : 2

@navi grats too ^_^

sold a few at 0.625 (11 june 2024 11.20am). still got more than half left

bought back a few KTC at 0.230 (10 june 2024, 11.38am), hopefully it's next QR finally can see EPS improvement along with revenue growth

recent uptrend is more likely due to QR play / SMI play. if so, there are only that much it can rise after long term stagnant at 0.100 to 0.105.

if there are further uptrend to like near RM0.200 or above, it may be indications of probable coorporate action. may it be privatization if it is a good one

@DividendGuy67 nice insights

sold 5% to lock profit at 0.125, just in case if price goes down can top up more. (10 june 2024, 11.05am)

still got debt la, settle debt more priority

ASIAPAC should be still firmly owned and controlled by Mah only

@Sean08 probably is to settle SMI internal affair issues only

@Humble_Investor just by noticing today total trade volume / acc value up tp now you can imagine how bilis i am already lol

top up a few more DKSH with cash just unlocked from ASIAPAC & SYGROUP, at price 5.29 (7 june 2024 3.55pm)

@Humble_Investor trust me I will never be, you can't imagine how bilis I am. top 30 is too too far fetched thought

as of the video, I think you need to join their fbgroup 1st
https://www.facebook.com/groups/chensroomopen

sold 5% to lock profit at 0.120, just in case if price goes down can top up more. (7 june 2024, 3.26pm)

again IMAGO MALL is the true GEM in asiapac, not it's lackluster property development

@Sean08 yes some of the profit comes from revaluation of imago mall, but the mall definitely has the value for being the MAIN mall in Sabah. plus, the mall operations profits are improving despite not as magnificent as the total current EPS

sold a little more sygroup to lock profit at 0.775, still got more than half left (7 june 2024 11.30am)

sold a few sygroup to lock profit at 0.765 (7 june 2024 10.50am)

top up a few more DKSH with cash just unlocked from MESB, at price 5.25 - 5.27 (7 june 2024 9.52am)

sold a few at 0.58 (7 june 2024 9.00am). still got more than half left

hope for the best but better keep the anticipation low lol

@MoneyMakers yes, every rally need cool down before next one

@nemesis mkland owning any shopping mall business too like asiapac? i am here for it's mall business not property business

sold all remaining prestar at 0.495, need the cash at better & more urgent opportunity as in DKSH

parking my money here and anticipating for any sort of cooporate actions involving IMAGO MALL for a sudden instant profit

@nemesis if the debt is indeed pushing them back, I really hope that they just sell IMAGO and liquidate their business all together and distribute cash back to shareholders

imago mall true value and ultimately low PB is what make this counter a GEM, despite all the bad debts

top up a few more dksh at 5.22

https://www.facebook.com/xngyuan/videos/828026755888524?idorvanity=3251240861803724

chenjian sifu commented YSPSAH positively

https://www.facebook.com/xngyuan/videos/828026755888524?idorvanity=3251240861803724

chenjian sifu reviewed dksh very positively

freight rate up by 40% according to the news

https://www.facebook.com/photo/?fbid=847642980730326&set=a.593204249507535

#红海危机 开始波及亚洲航运市场！
#南洋商报

@bryan2003 welcome

after many years, I still insist with my arguement with the opposing retailers of MMCCORP privatization.

tbh, I don't understand the mentality of retailers that want to hold long term into a stock just because of it's intrinsic value that might never be realised into real cash. strong belonging feeling to company that you don't start off or involves directly in all it's operations? or lack of confidence in looking for the next counter?

back to PPHB here to be honest, I am only expecting privatization to be anything below NTA. but if offered at exact NTA price, I would be surprisingly more happy of course, could not imagine anything above NTA

@Albukhary do you have similar real case similar to your statement? I mean current price is below NTA while privatization price is above NTA? if yes, the offerer are definitely a lot more generous than Syed Mokthar in MMCCORP privatization.

I know a few cases of privatization above NTA, but for those cases I know, but the current trading price itself is also above NTA, despite still below the offered price.

then again, please refer to MMCCORP privatization of success case of privatization below NTA price. minority would just accept, although many are voicing their reluctancy, in which myself don't agree or understand

best of luck to all of us here

anytime, any of my current and future holding stocks counter, if the owner would had offered anything 10% or above the current market price, I will take that offer and leave happily and continue hunting for the next counters

@bryan2003 no, in the case of your assumptions, most of the remaining shareholders will accept the offer, I can say that with 99% confidence, unless there is a major significant shareholder that wasn't the part of the privatization offered. retailers mostly will just agree, including myself talking as a retailers. why would a retailer reject? you cannot sell your Rm1 stock to the market into it's NTA price of RM1.5. how easy you think soon or later it will surely hit RM1.5 in market? many counters traded below NTA "forever" in the stock market. so instead of continueing trading at price of RM1 in stock market, why not just accept RM1.3 offer and leave to other counters. there are so many good counters out there.

for real life case study you can refer to MMCCORP privatization

https://klse.i3investor.com/web/stock/financial-quarter/2194

if you had time and interested to my more detailed comment on this, please read my comments on MMCCORP forum which I shared my own privatization experience and feeling / review on it. it was really one of the most happy moment in my bursa market investing experience. but some of the other involved retailers might feel otherwise. very worthful to read conversation between us there