Yes quietly collect mah!

Microlink is handle by Dr Tan lah!

Not Thong mah!

Result overall good better than explaination except for palmoil plantation loh!

All its business engine on loh....i m sure plantation business will also pick up mah!

Wow...latest Taann div surprisingly good loh!

Div yield exceed 7% pa loh!

The future business direction for bjland is property development loh!

This is area it excel....as it has many strategic land that is in very good location mah!

No need to kencheong selling Uplant, the div yield of the co exceed 7% pa loh!

Good bluechips investment loh!

Lu tau boh ?
Defect to Unity Govt means increasing Unity Mah!

But defect to PN ala PAS....means pecah belah loh!

Meaning 21 days....circular & offer document out loh!
7 days for dilly dally of signing & acceptance loh!
11 days to pay us mah!

Thus conservatively u will get your money within 39 days thus by latest 22 December 2023 u get your money loh!



1. Buy other Plantations
Like TSH, NSOP, Inno, Taann Cepat and Jtiasa

2. Buy Banks & Finance
Maybank, Rhb, Abmb, Affin , PBank & MNRB

3. Buy Industry
HLI, Oriental, Kseng, Pantech, chinwel, csc and tongher

4.Buy technology
MI, Scicom, Myeg, willow & Agmo

Surely any Co that can improve its ROE will be positive for its share price loh!

In MNRB case, its ROE is below 5% pa...........indicating underperformance on the use of shareholders fund loh!

But if u buy MNRB at Rm 1.28 v its Nta above Rm 3.00...........U buying at huge discount....at below PE 8x.............this means your actual earnings return is above 12.5%pa.

Thus the above illustrate low roe handicaps can be adjusted or compensated by getting the stock at huge discount below intrinsic value....base on huge margin of safety investment tech loh!

Do not get kon buying into almost bankrupt publicity company like Capital A loh!

Sustained wealth are make by Co that generate cash with little capex investment not like the Airasia Business Model..........with negative shareholders fund with huge borrowing loh!

A lot of people....chasing this type of business, but end result, these optimistic investors incurred huge losses eventually bcos of fallacy loh!

U can see many of these type of soooooochaiiiiiis loh!
Just look at GRABS & SEA.....use to be darling of ASIA stocks but now great loser stock mah!

Stay with surewin stock type like Insas the savior of all investors loh!

ok....ok...Sifu Sslee

I notice that u r no longer the top 30 shareholders of Insas in 2023 Annual Report.
What happened ? If u have sold all your insas warrant N bought into Insas shares, your share holding should increase n not decrease but anyhow still happy that sifu Sslee still have strong positive opinion & support for Insas loh!

May our Insas bring Great wealth to us in this DIVALI times loh!

Posted by Sslee > 20 minutes ago | Report Abuse

Insas during the last rally I sold all my free warrants and top up more Insas.

For Insas I just collect the dividend and waiting for something to hapoen to unlock Insas value.

My hope is Insas will give better dividend and implement a dividend policy in the coming AGM.

ok....ok...Sifu Sslee

I notice that u r no longer the top 30 shareholders of Insas in 2023 Annual Report.
What happened ? If u have sold all your insas warrant N bought into Insas shares, your share holding should increase n not decrease but anyhow still happy that sifu Sslee still have strong positive opinion & support for Insas loh!

May our Insas bring Great wealth to us in this DIVALI times loh!

Posted by Sslee > 20 minutes ago | Report Abuse

Insas during the last rally I sold all my free warrants and top up more Insas.

For Insas I just collect the dividend and waiting for something to hapoen to unlock Insas value.

My hope is Insas will give better dividend and implement a dividend policy in the coming AGM.

1. Buy other Plantations
Like TSH, NSOP, Inno, Taann Cepat and Jtiasa

2. Buy Banks & Finance
Maybank, Rhb, Abmb, Affin , PBank & MNRB

3. Buy Industry
HLI, Oriental, Kseng, Pantech, chinwel, csc and tongher

4.Buy technology
MI, Scicom, Myeg, willow & Agmo

Meaning 21 days....circular & offer document out loh!
7 days for dilly dally of signing & acceptance loh!
11 days to pay us mah!

Thus conservatively u will get your money within 39 days thus by latest 22 December 2023 u get your money loh!

Muda should just close shop & join DAP loh!

Defect for national interest loh!
Strengthen Unity Govt mah!

The Bro will never sell UTD Plant.....it gives so much wealth & cash for them....it is their golden goose that generate wealth for their family loh!

It cannot be STMB buy the whole of MNRB bcos...........as most of MNRB business are non halal such as conventional insurance loh!
If STMB buy MNRB it will be only the halal islamic portion of the business part loh!

On the otherhand MNRB can buy the whole of STMB but the point is MNRB mktcap Rm 1002m v STMB Rm 3065m.

Conclusion the takeover or merger will likely be the islamic or halal portion of MNRB business by stmb loh!

Btw Star cannot pay much div bcos their retained profit had been depleted despite having sizeable net cash loh!

Very steady tech investment mah!

YTLPower is another heavy Utility laden with huge debts, that had gone up alot in price, thus need to be cautious loh!

The key assessment is how much Taann pays div compare to jtiasa.....u will be able how kind the owner management willing to share with its shareholders loh!

The key assessment is how much Taann pays div compare to jtiasa.....u will be able how kind the owner management willing to share with its shareholders loh!

The coming div yield of United Plantation above 6% pa....veli attractive loh!

Do not worry about short position loh!

General Raider says do not worry about short position, bcos it also means potential future buying power, bcos eventually they need to cover their short position mah!

General Raider is neutral on Petrol subsidy at least benefiting us loh.....instead of govt wasting their monies on useless propaganda & project that benefit only one race or religion loh!

Unity Govt means taking care of all races & religion loh!

This soo chaiii geary claim, himself as a qualify accountant, but do not understand, the actual wealth are created from profits & positive cash generations like in the case of Insas mah!

Not by simply spending using borrowing monies, trying very hard making itself famous loh!

Thus a true prudent investors much select co that is creating value n not spinning stories loh!

Posted by stockraider > 3 hours ago | Report Abuse

Remember are these recent profits of Rm 924m, is just a mirage loh!
U cannot completely rely on it mah!
Capital A still has a deep hole of Rm 8.3 billion negative shareholders fund & a deep bank borrowing of more than rm 3.6b n, if u include its lease that is an additional of close to rm 20b, it is a big challenge for airasia to get out of the sinkhole loh!

Better put your money in Insas....bcos it has accumulated a pile of profits & A big pile of gold loh!

I like the figure i see....but i wonder....whether SOP is sustainable bcos alot of its plantation have peat soil loh!

Also div not that high loh!

Taann should be a better bet loh!

Posted by Sslee > 1 minute ago | Report Abuse

Repost:
Compare and contrast.

SARAWAK OIL PALMS BERHAD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description We submit herewith the SOPB Group's figures for the month of October 2023
M.TONNES
FFB 124,206
CRUDE PALM OIL 39,999
PALM KERNEL 8,982
Market Cap: 2,279 Million
NOSH: 890 Million

JAYA TIASA HOLDINGS BHD
Type Announcement
Subject MONTHLY PRODUCTION FIGURES (MINING / PLANTATION / TIMBER)
Description MONTHLY CROP AND LOGS PRODUCTION
The Company wishes to announce the crop and logs production of the Group for the month of October 2023 as follows:

Product Production
Fresh Fruit Bunches 132,551 metric tonnes
Crude Palm Oil 26,427 metric tonnes
Palm Kernel 6,270 metric tonnes
Logs 8,915 cubic metres
Market Cap: 901 Million
NOSH: 974 Million

Why TSH is a good pick leh ??

TSH did a good job investing in INNO a high div paying co loh!

In addition had paydown its debt to almost net cash....by disposing some of indo plantation loh.....thus this means balance sheet strengthen alot mah!

TSH should able to pay much more div going fwd loh!

Buy when it is still veli cheaploh!

High chance of KLSE rerate upward next week loh!

Bcos one of the reasons.......why klse not doing well recently....bcos of fear of madani govt will collapse.........due to potential defection loh!

But now.....MPS of oppositions are defecting instead & support madani govt mah!

Thus Madani govt strengthen....resulting in stability loh!

Thus confidence come back....klse rerate mah!

If u like to bet energy....sapnrg is your best bet loh!

The restructuring of its debts will release good value to new shareholders that bought at 4.5 to 5.0 sen loh!

High chance of KLSE rerate upward next week loh!

Bcos one of the reasons.......why klse not doing well recently....bcos of fear of madani govt will collapse.........due to potential defection loh!

But now.....MPS of oppositions are defecting instead & support madani govt mah!

Thus Madani govt strengthen....resulting in stability loh!

Thus confidence come back....klse rerate mah!

Yes very important is this edge Tong is adik sepupu kepada INSAS.............TAN SRI Thong loh!

This MNRB is a fine choice loh!
General Raider fully support it loh!
It score very well in earnings, asset backing, dividend and most importantly margin of safety mah!

Posted by Johnzhang > 24 seconds ago | Report Abuse

Some corporate exercise is ripe for this laggard which is majority own by PNB. It shall fetch many times higher than its capitalization amount should PNB decides to monetise it.

Remember paramount is safety & profit is the secondary important point for u to allocate your money for investment mah!

Remember what is the most important principle of warren buffet loh!

NOT TO LOSE MONIES! AND ALWAYS REMEMBER THIS PRINCIPLE LOH!
If u r concern & fear of the mkt...........u should bet very big on INSAS loh!

Do not missed this defensive profitable opportunity loh!

The reasons are given below mah!

Posted by Sslee > 1 day ago | Report Abuse

Fundamental analysis (FA)
Fundamental analysts study anything that can affect the stock's value, including macroeconomic factors (e.g. economy and industry conditions) and microeconomic factors (e.g. financial conditions and company management). The end goal of fundamental analysis is to produce a quantitative value (Intrinsic Value) that an investor can compare with a stock's current market price, thus indicating whether the stock is undervalued or overvalued. Fundamental analysis is a method of evaluating a stock in an attempt to assess its intrinsic value.

In summary Fundamental Analysis cover:

QUANTITATIVE
Financial data/ratio contain in current and past financial report.

QUALITIVE
Economy condition (Current and future)
Industry condition (Current and future)
Company management (Current and future)
Profit growth prospect (Current and future)
In short what many people term as Business Sense (BS) is actually the qualitative part of Fundamental Analysis. BS is subset of FA.

Definition: Intrinsic value is the Present value of the investment of all the expected cash flow over the lifetime discounted at the appropriate discount rate.

Intrinsic value = (CF1/ (1+d)^1) + (CF2/(1+d)^2) + ----- +(CFn/(1+d)^n)

Where:
CF = Cash Flow in the Period
d = Discount rate
n = The period number
This Intrinsic value is actually a Discounted Cash Flow (DCF)
Example of intrinsic value of INSAS is then the Sum of DCF expected cash flow from varies business streams.
For INSAS financial assets rich case, it is my opinion that the liquid assets minus total liabilities should be added to this intrinsic value.


Sslee

3,012 posts

Posted by Sslee > 1 day ago | Report Abuse

By the way do you think without yearly positive cash flow can Insas accumulate Net Financial assets: RM 1,418,421,000 and Insas still hold 537,008,575 inari share (one of Insas associate company) and 1,215,718,665 M&A an effective holding of 60.83% subsidiary company of Insas

Pba should worth at least Rm 1.50....it is most well manage & the best financial strong water co loh!

FYI, General Raider wife has a few hundred thousand units of PBA, u know lah....how conservative ladies investors when they buy shares loh!

Do not lose sights of quality profits loh!
Yes Yinson make good profit , is the profit a quality one leh ?

Answer....No loh!
How to determine quality profit leh ?
Quality profit is a profit the generate very positive cashflow, that do not require huge capex investment & huge profit loh!
Just look at oil & gas industry....it is a dirty industry facing long term declining demand for dirty energy Loh!

Just take note loh...........Yinson Dervices are in demand bcos oil field owners take Yinson as a Sooochaiii to fund their longterm business in which the banks refuse to fund mah!

When things turnout bad....the Oil & Gas fields owner will be the 1st to screw Yinson loh!

That means billions of Yinson borrowing will be subjected to default mah!

Why raider make such a bold comment leh ?
Ans; Remember Serba Dynamic....how it defaulted leh ?
Also Remember....how Armada nearly collapse from a more than Rm 20 billion FPSO.....to almost junking all its FPSO business loh!
Although Armada has recovered abit ......but it is a far cry from its heyday loh!

Do not be over confident with Yinson type of business....very dangerous loh!

Remember are these recent profits of Rm 924m, is just a mirage loh!
U cannot completely rely on it mah!
Capital A still has a deep hole of Rm 8.3 billion negative shareholders fund & a deep bank borrowing of more than rm 3.6b n, if u include its lease that is an additional of close to rm 20b, it is a big challenge for airasia to get out of the sinkhole loh!

Better put your money in Insas....bcos it has accumulated a pile of profits & A big pile of gold loh!

U need to understand this very important point loh!

" Insas strength is a very strong incubator of business loh!"

Thats why u have Inari, M&A in respect of Insas & Microlink in respect of Omesti loh!

All these private equity type of business had contributed billions of profit to insas mah!

In fact Insas is a msia equivalent of Black Rock & Goldman Sachs of the USA loh!

Posted by Sslee > 1 day ago | Report Abuse

Dato' Sri Thong family (daughter and son) have long history in Omesti and microlink. Insas holding in Omesti is recorded as one of the Financial assets at fair value through profit or loss.

Posted by Sslee > 1 day ago | Report Abuse

Dato' Sri Thong family (daughter and son) have long history in Omesti and microlink. Insas holding in Omesti is recorded as one of the Financial assets at fair value through profit or loss.

U need to understand this very important point loh!

" Insas strength is a very strong incubator of business loh!"

Thats why u have Inari, M&A in respect of Insas & Microlink in respect of Omesti loh!

All these private equity type of business had contributed billions of profit to insas mah!

In fact Insas is a msia equivalent of Black Rock & Goldman Sachs of the USA loh!

Posted by Sslee > 1 day ago | Report Abuse

Dato' Sri Thong family (daughter and son) have long history in Omesti and microlink. Insas holding in Omesti is recorded as one of the Financial assets at fair value through profit or loss.

Posted by Sslee > 1 day ago | Report Abuse

Dato' Sri Thong family (daughter and son) have long history in Omesti and microlink. Insas holding in Omesti is recorded as one of the Financial assets at fair value through profit or loss.

If u r concern & fear of the mkt...........u should bet very big on INSAS loh!

Do not missed this defensive profitable opportunity loh!

The reasons are given below mah!

Posted by Sslee > 1 day ago | Report Abuse

Fundamental analysis (FA)
Fundamental analysts study anything that can affect the stock's value, including macroeconomic factors (e.g. economy and industry conditions) and microeconomic factors (e.g. financial conditions and company management). The end goal of fundamental analysis is to produce a quantitative value (Intrinsic Value) that an investor can compare with a stock's current market price, thus indicating whether the stock is undervalued or overvalued. Fundamental analysis is a method of evaluating a stock in an attempt to assess its intrinsic value.

In summary Fundamental Analysis cover:

QUANTITATIVE
Financial data/ratio contain in current and past financial report.

QUALITIVE
Economy condition (Current and future)
Industry condition (Current and future)
Company management (Current and future)
Profit growth prospect (Current and future)
In short what many people term as Business Sense (BS) is actually the qualitative part of Fundamental Analysis. BS is subset of FA.

Definition: Intrinsic value is the Present value of the investment of all the expected cash flow over the lifetime discounted at the appropriate discount rate.

Intrinsic value = (CF1/ (1+d)^1) + (CF2/(1+d)^2) + ----- +(CFn/(1+d)^n)

Where:
CF = Cash Flow in the Period
d = Discount rate
n = The period number
This Intrinsic value is actually a Discounted Cash Flow (DCF)
Example of intrinsic value of INSAS is then the Sum of DCF expected cash flow from varies business streams.
For INSAS financial assets rich case, it is my opinion that the liquid assets minus total liabilities should be added to this intrinsic value.


Sslee

3,012 posts

Posted by Sslee > 1 day ago | Report Abuse

By the way do you think without yearly positive cash flow can Insas accumulate Net Financial assets: RM 1,418,421,000 and Insas still hold 537,008,575 inari share (one of Insas associate company) and 1,215,718,665 M&A an effective holding of 60.83% subsidiary company of Insas

Remember this principle loh!
Especially unsecured borrowing loh!

If u owe the bank Rm 1m, u r screwed loh!
If u owe the bank Rm 10b.....the bank r screwed mah!

Thus sapnrg restructuring can make alot of monies mah!

U go & read sapnrg bank borrowing amounting Rm 10b......all or 100% unsecured mah!

Posted by MagicalBobby > 10 minutes ago | Report Abuse

As usual, Raider talks trash and without substance......Which one is unsecured loans?? The Banks or the Ah Loong ones???

Totally agree loh!
General Raider trust sifu sslee loh!

Posted by Sslee > 20 hours ago | Report Abuse

Many news article never read the fine print on the detail what are included inside Direct and deemed interest by virtue of his family members’ interest and his substantial interest in:

The next AGUNG will be Perak sultan loh......thus big development will be coming to perak soon in about 3 yrs time loh!

Have faith mah!

TSH good investment loh!

Strong buy for longterm investment mah!

Success can be repeated mah!
It is proven that VT can be successful in 4 season Kyoto, it is likely can be successful in Okinawa too loh!

Buy!
$$$$$$$$$$$$$$$$$$$$$ coming mah!

Just avoid being con loh!
Huge debts....very dangerous mah!