Instead of criticising KYY...next time, try to be even earlier than KYY.

jack

there is a reason why KYY is rich...and you not so.

its the early bird.

by the time you can see every thing, there is nothing left for you to see.



jackfruit > May 27, 2017 05:10 PM | Report Abuse

Uncle KYY already boasting jak earning 1.72sen and Sendai 1.97sen this quarter. This earning is chicken feed and nothing special and call this recovery stock.What sort of fund will buy this kind stock. There are so many stock that earn more than jak n Sendai .Is a big joke.

sanvi

That is right....Sendai is a genuine make in Malaysia MNC Malaysians should be proud of. Somebody should write a good biography of this Tan Sri.

Based on company records, the improvements in job orders and revenue started in 2015 but unfortunately the turnaround is delayed two years due to huge impairments in 2015/ 2016

2017 is the year of true turnaround for this company.

KYY promotes his Jaks and Sendai.....

No more no less than Calvin promotes calvin stocks

Ponzi?

caveat emptor is different from ponzi scheme.

calvin.....


Jaks and Sendai at current price...I would not call them a steal, neither would I call them a dude.

It depends on reason for the bet, the risk tolerance and time horizon.

No ponzi scheme here....just caveat emptor.


Jaks IPP is progressing on schedule.....

and Sendai Q1 results have not yet reflected strong recoveries for 2017/2018...............

Heng Yuan no dividend .

got rights issue....lol

share market is short term
Businessmen are long term

confusing when value investors are obsessed with quarterly reports.

Jaks for investing

Vitrox for trading.

looking at previous 3 quarters PBT...this quarter PBT is not that surprising.

and mad obsession with quarterly results in i3

choo bee vs csc

for business men...It is obvious CSC is still a much better company

those wishing to win have loaded up with penny stocks and warrants ...and some have achieved their objectives.

but value investors calvin and kc have focused on value investing and gone no where........

next 6 months?

a company with a few million revenue per quarter, you cannot analyse too much....just look at big picture and place your bets.

the criteria for my portfolio is diversification....not winning the contest.

even when Air Asia and AAX collapse, the portfolio is still in the middle,

Q1 results have not yet reflect the higher margins and volume for 2017 and 2018.

another MOU lol

Both revenue and profits will continue to pick up through the year. This is based on orders and a better environment. compared to recent past.

charge when it is time to charge

the damsel goes to the brave.

Long haul low cost carriers used to have no future with many bankruptcies. ...but that was the 1990s.

but better planes, data analytics and better systems people are starting to see future in long haul low cost carriers.

And if they want to go big in China...they will have to merge AAX with Air Asia other wise too confusing.

ven

VenFx I hv faith, for Tech-Ems & Steel theme in 2H 2017 .

my view.....there is nothing besides Tech-Ems & Steel theme at least for next few months.

kc

class home work

project IRR 12%
Project $ 7 billion

Borrowings 75%, equity 25%...assuming interest at 6%.

what is equity IRR?

what is estimated project profits before discounting for time value of money?


good exercise for value investors?

beary you are looking at the man....not Jaks.

Jaks short term not exciting....but good long distance runner.

this is not even the pioneer IPP in Vietnam...Others have gone online already and profitable.

kc


who will believe you when you try to imply that a US$2 billion IPP project do not have handsome rewards for investors?


yes....these kind of projects always have execution risks...but this is what businessmen do.....business men take the business risk.

CSC infinitely better company than choo bee.

who benefits from launch of iphone 8? someone posted about AEMULUS, someone mentioned Elsoft....what else?

I hope it is not done for money but to make the project more like Marina Bay than Kowloon.

Name like Malay, face like Indian.....must be a mamak then...mamaks very smart.

ven

actually I like your conviction...You have the making of a KYY...and just like JHDM.

EMS for computer peripherals and consumer electronic/electrical products...does not sound sexy, that is why.

.com era without .com

the point is this bunch is able to benefit from the rally..that is all that counts.....the future? The future have not come.

Patron > May 21, 2017 06:35 PM | Report Abuse

Bunch of idiots got bailed by bull market and want to start managing funds. Come back again when you have been through enough bear markets.

if you are truly newbie, I have a short advice

Don't trade based on rumors

Trade / invest based on all available information you can gather and you have a certain opinion of things. Bet your opinion against the market. Write down why you buy, in that way , will prevent you from selling before your opinion can be tested.




newbie18 > May 21, 2017 05:18 PM | Report Abuse

sifus I am newbie. Who is salesman in i3?

salesman talk is a generic word....anyone who has a reputation to protect, anyone who wants to sell you some thing, any public figure who do not want to be laughed at....they all have a set of rules they have to operate within....and that includes authors of popular books and Warren Bufett when he gives speeches...and especially those seminar types.



ed by newbie18 > May 21, 2017 05:18 PM | Report Abuse

sifus I am newbie. Who is salesman in i3?

what I write is all based on experience and observations.
not based on salesman talk, or political correctness.
PC is what shuts peoples mind from the all opportunities open in the stockmarket.
KYY is lucky
KYY realised early in is life he can make his own path....and he can do all the unconventional things and still come out ahead.


by Alex > May 21, 2017 03:30 PM | Report Abuse

ok =)

don't under estimate basic principles.


d by Alex > May 21, 2017 02:42 PM | Report Abuse

no risk no reward
high risk high reward

I write for my own benefit....at least, that is most of time.


Posted by cheoky > May 21, 2017 02:45 PM | Report Abuse

My foot to u. Go find your cucu and teach them. I think I3 got enough Sifu. U r surplus in Sifu ranks.

and focusing on what and why a bet is made, whether it be industry specific factors or company specific factors like improved earnings, take -overs, valuation of X factors will over the long run yield better returns than those who spend too much time worrying about bulls and bears....I notice KYY don't worry too much about bulls and bears.

Real crisis comes much less often than all the headlines would suggest.

I think this KYY attitude alone will improve the performance of the majority of retail investors.

Be steady like KYY , not nervous like that Teh ...this alone is very helpful because most days in an average year are up and sideways days., not crisis.

and yes, sailang, X factors, business sense, confidence and know what and why a bet is made are all part of the arsenal for anyone who wants to go from existing condition to another condition , a significant change. It is up to everyone to decide for themselves.

no risk , no reward...seek high returns must be mentally prepared to take higher risk.




cheoky > May 21, 2017 12:01 PM | Report Abuse

A sense of cautious and humble, making some mistake is for young chap like me to grow. Don't preach sailang, x factor or only winning record. This will send young future msian go Holland. 1st, 2nd, 3rd, 4th keep winning, bankrupt at 5th punt. At senior age, Like u Liao can't recover.

otb


you have a client who can move prices. How not to make money?

And you have the best of both worlds, don't you.....KYY business sense and your analytics. But without business sense, analytics and magic formulas will not go anywhere.

I am talking about concepts and theory.

I am talking about the public not part of your syndicate.

cheoky

most years are just average years. ...and in a crisis year, even value investors will also die cukup cukup.

In this internet age, young people can learn by a factor 100. Young, passionate and flexible and most important is self confidence and self education.

The police have not changed JJPTR because I think Malaysia' do not even have laws on money games and pyramid schemes.

But, if managing public money for KLSE, I think requires a licence from the SC. Have to check out the definition of public in this case.

I think that is excellent advice too.
Stress changes every thing. Managing other people money changes every thing.

=========================
Successful investor / trader manage own money also "jiak buoy liao" (eat until cannot finish), why want to waste time managing other people money for some small fee ?

so far so good
from the description above...if that is the complete and accurate record....they know what they are doing.

calvin


you have not told us what has Harrison done to fend off competitors like DKS and Kim Teck Cheong eating into their space.

plane

In this internet age, I will put money to say young, passionate, nimble will beat value investor kc in any market condition....looks like value investors cannot make money in bull market.......and cannot cut loss in bear market because of their value traps.

young and nimble can make money in bulls and cut loss in bears......only problem or risk to omni is over trading........over trading in bull markets resulting in too much leakages.....over trading in bears leading to continuous losses.........

in stock picking, I don't see KC or kc students having an advantage.

calculated risk don't end with maths
it is about knowing what and why the bet?
business sense is practical , gut feeling is about bulls and bears feelings, not same.

Ezra > May 19, 2017 11:26 AM | Report Abuse

The intelligent investor takes calculated risk, the stock market gambler gambles and purely on "business sense" -- perish the term, it's called gut feeling.

That makes all the difference.

It was a logical conclusion that when both sales and stock were down, as at Sept 2016, the company was in contraction mode.

by having such historical stock levels at end March 2017, is the company expecting boom times or great inflation in coming months?

I don't know...it is up to you to interpret.