Wahai sekalian orang-orang yang beriman! Mintalah pertolongan (untuk menghadapi susah payah dalam menyempurnakan sesuatu perintah Tuhan) dengan bersabar dan dengan (mengerjakan) sembahyang; kerana
sesungguhnya Allah menyertai (menolong) orang-orang yang sabar
(Al-Baqarah 2:153) |

Opps, just trying my luck.

On KNM note, there is plenty of reason not to invest in the counter but for existing investor like me, I would like to make an exit or avg down strategy on this counter. My current position of KNM

Quantity Cost Market Value Loss (%)
20,000 12,043.51 9,200 2,843.51 23%

Still hoping on Borsig listing, Peterborough, dividend, bla, bla, bla. So, Im giving another year to this counter. I don't mind adding another 20 lot if losses goes to 40%.

KC / Ooi, from yr analysis of this counter wht is yr advice to me?
Shld I give it another year or cut loss n look for new counter?

KC, Hope u can maintain this forum and filter out abusive forumner. I hate "lost focus" forum...I hv stop following KNM forum because of tht. Although I appreciate the comment by both kc n ooi in thr.
I'm no FA or TA. Just a regular Investor. Invest some in shares n unit trust. Just looking for avg return of 10% for next 20 years.

Pleasure reading. Look forward seeing the new site

I love this forum. Kudos to all the ppl who contribute. As a newbie and with limited financial resources, I find this forum to be encouraging and educating. My target is to achieve a sustainable investment portfolio for long term investment
As of now, I'm very keen to learn further / invest in
Marco, DKSH, NTPM and SKPRes

Should I hv 50k of Capital, and I want to start invest on Monday. I'll allocate this way
Counter Invest amt
Marco 5,000
DKSH 2,500
NTPM 5,000
SKPRes-Wa 5,000
SKPRes 2,500
Others 20,000 (AirAsia / DRBHicom / Digi / MFlour)
Cash 10,000

I feel tht it is a good starting point but I do need to learn more on how to react on market bull/bear.
Well, Discussion on SKPRes is really fruitfull. Salute to KC, Ooi n Shrekk, etc...

I plan to invest for 20 years. Pls comment on my portfolio. I'm humble to learn from everybody.
Investment Experience : KNM (huhuhu)

P/S: As for Warrant discussion, sometimes it is good to put certain exception especially on SKPRes case since there's merit in comparing it with mother share. Just make sure it still confine to mother share at below 50 sen.

I do apologize upfront if my posting is running out of topic.
Thnx

world of uncertainty. I'll do buffet way if my cousin is the CEO/Dir of the company.
Im sure buffet also has his golden bullet hidden behind his back.
Im pretty sure also even fund managers can't timely predict things accurately.
So, what's is my choice?
Look for more cousins...blood related or not is irrelevant.....
Pls share yr cousins info so tht i can verify with my cousins...
My cousins told me nothing yet..so wait lor...

terbaik..

im moving in..

the 3 kc...terbaik
carrot...is everywhere.how lovely.
well, kc, pls answer carrot last question. my radar is tickling for next ship to jump in. muahaha

Watchout for Langat 2 project news. This counter will fly.

try golf ball. much lighter. easy to fly..

Impressive, Paulina.
Mind telling the reason to sell ASAP?

Well...I just need another 10 sen to breakeven. Thts why now play for trading mode. So, I dont think I need rights issue. Unless shr drop back to 50 sen. Ha ha ha.

Terbaik...

Sudah confused with this counter. dont know whr to put my position. Ill stay put for the time being. As you said KC, it is a good case study but would prefer to study it without taking much risk. Yeah, the rights also might not be a good consideration. Pening2

shhhh...

Still doing saturday night fever. lol

Price drop to 1 mth low. well see next week. If reach 5.20, time to avg down.

This is not unit trust. This is share investment. You are a direct beneficiaries of the shares. Else, how to tell transaction details done. Yeah, this investment is managed by the pros in Philip, lead by Mr Ang Kok Heng the CIO. Wish I could paste the screen shot to this forum but dont know how. Maybe some sifu can assist.
50% of my investment strategy is based on this especially on the capital allocation n some counter selection.

As for unit trust, you shld go to morningstar website to know which best fund is available in Malaysia. It is a very useful guide and independent.
Address below
http://my.morningstar.com/ap/quickrank/default.aspx

Cheers

Saturday night Fever.
ha ha ha.

lol. The BeeGees is in town

Hope u hit the bulls eye. Do shr the hit 1 ya. Lost bullet oredi on counter to pick. Considering MFlour n QL. wht say u bro?

TY, NoviceMind. It quite reaffirmed my expectation. For long term play ill mv in at 1.70. For shrt term, ill target at 1.6
Well see how it goes.

If it drop to 1.5, ill go in.

Agreed.

Nightstalker..Only for the exceptional..
K n K. good alliance bro. U guys related?

so, I need to hv RM5.26 price (plus 6 sen dividend coming later). then Im satisfied.

RM4.4436 to be exact

15 Aug Change

Add 100 unit of AirAsia shares at RM3.6263

Latest Position
Counter Modal Unit Cost/unit Portf Allo
Cash 11,654.06 35%
RHBCAP 1,472.09 200 7.3605 5%
AIRASIA 2106.35 600 3.5106 6%
MBSB 2,151.16 1000 2.1512 8%
BENALEC 1,738.90 1300 1.3376 5%
DAYANG 767.79 400 1.9195 3%
PBBANK-O1 2,742.43 200 13.7122 9%
GENM 1,089.57 300 3.6319 3%
GENTING 3,074.61 300 10.2487 9%
AIRPORT 1,682.47 300 5.6082 5%
MAYBANK 1,723.18 200 8.6159 6%
QL 1,266.69 400 3.1667 4%
PANTECH 893.33 1400 0.6381 3%

Michael, NTAB latest is at 37 sen??

Keep yr finger cross man. Anything can happen in share market. Thts why input frm the experienced one is most needed at this point of time. To me, KNM is still an unpredctable stock unless they start giving consistent dividend. Else, fundamental is still considered weak over long run. Hence, it is under trading category. Hit and run lor.
Bro Yungshen, any news on this??
I notice they are changing their dividend policy recently. Maybe you can dig out further with yr friend. It will change the gameplan significantly.

Thnx for the article KC. It quite justify the current momentum of market.
I foresee the the momentum to maintain till year end barring any Black Swan lah.
So im revising my target profit for Digi to 20% by year end. He he. Got greedy a little. But this is digi. In whtever situation i still can earn at least 4% dividend. Not much worry here.

Cheers to all Digi holders and invest safely.

Let us stick to the gameplan and see tomorrow momentum. I would appreciate for some comment on
1) todays price movement - is it reach limit up tht restrict the price to go further up (really not sure abt this)
2) fundamental analysis on the coy results. Is thr any major changes.
(I wld do my own homework but maybe would take longer time).
Thnk you in advance.

Now thts news. Keep it up.
Fuuh lega..
Pls fly to 80 sen pls

Something brewing today. very high volume. hope can reach 40 sen today.
15% of my investment is locked on this counter. Pls go to 60 sen.

Scomi sdh cuti raya. Kena tunggu after raya..
volume is encuraging thgh.

Right issue price is at 40 sen i believe. So, I will prepare my fund on this only. Consideration for avg down b4 right issue date is price below 50 sen.
My 1 cent strategy.

dwntrend momentum. Hp can fall below 3.4
Need to start accumulate further...

They handle registrar for FGV n IHH IPO. This qtr result shld show improvement..

Consistent dividend. Will keep accumulating on dip below 2.8 for next year dividend plk..
Got the feeling it wont go thr back but who knows..
Tracking...

This is Petronas Subsidiary. Temporary hicup. Wont go to ICU lah. Bargain price at RM4 n below if it goes thr. Watch it

Thght yesterday announcement is good...
Warrant holder takes profit??? Easily > 200% profit ma..
Blm show profit sudah mau issue RCPS...Funny counter
If Drop to 1.4 ill go in.. Funny counter gv funny profit..

Counter Modal : Unit Cost/unit Portf Allo
Cash 11,654.06 35%
RHBCAP 1,472.09 200 7.3605 5%
AIRASIA 1,743.72 500 3.4874 6%
MBSB 2,151.16 1000 2.1512 8%
BENALEC 1,738.90 1300 1.3376 5%
DAYANG 767.79 400 1.9195 3%
PBBANK-O1 2,742.43 200 13.7122 9%
GENM 1,089.57 300 3.6319 3%
GENTING 3,074.61 300 10.2487 9%
AIRPORT 1,682.47 300 5.6082 5%
MAYBANK 1,723.18 200 8.6159 6%
QL 1,266.69 400 3.1667 4%
PANTECH 893.33 1400 0.6381 3%

P/S : Seems like I can paste file into this forum. so this is the best I can do. Happy analyze

I would like to share on continuous basis the way Philip Capital Management do their portfolio allocation.Feel free to comment pls

Disclaimer : This shld not be considered as a promotion of the counter. Treat it as a reference only. Even I only take 50% of the advice but the allocation suits my long term goals.

Bro Yungshen1, wht all the sifu highlighting is tht it is morally wrong for you to keep promoting KNM since it is really in bad position. This is a public forum, you can misguide people especially newbies like me.
So, lets just keep the discussion into serious and informed data. Go by Event driven and not speculative (or insider) info...
Lets discuss further once the Qtrly report came out.

Bye2 (again...duh).

P/S : Agreed with Bro Frank on Pantech. Flying....

Fund house disposing. Directors accumulating...
Fundamentally company is good but cant digest on the abv effect. Hope their year results will come with dividends.

Agree. But I wld prefer take profit half and retain half for long term. Shall accumulate further later...
Market fully valued

Flowerpower, can u elaborate..Is it relating to todays news? No mention abt 9 mil barrels...

Yep, thts why I only take 50% of their guide. The rest is from other source.

Only Time will tell...

Just ride with the market...
Market drop, accumulate further.
Market fully valued, take profit or do portfolio rebalancing.

As for Digi, currently at 8% return. Yehaa.. I'll take some profit once reach 15% (TP at 4.90) and accumulate for next correction...

15 years to go...

Cheers