LOOK AT THE BURSA FACTS!!
FACTS DO NOT LIE!!

KYY increased direct equity stake in JAKS to 9.922% as of 27/2/2017
ALP increased direct equity stake in JAKS to 9.159% as of 1/3/2017

HOW MUCH WILL KYY HOLD BY 1/3/2017???

Major shareholders are aggressively collecting JAKS from the market.

KYY had ALREADY SURPASSED ALP in holding direct EQUITY stakes in JAKS.

The last 2 days was the perfect opportunity to sailang or add more jaks shares!!!

LOOK AT THE BURSA FACTS!!

KYY increased direct stake in JAKS to 9.922% as of 27/2/2017
ALP increased direct stake in JAKS to 9.159%as of 1/3/2017

Major shareholders are aggressively collecting JAKS.

KYY had surpased ALP is holding direct stakes in JAKS.

Buying Jaks= Buying a future Power station biz in Vietnam.
Vietnam is a growing dynamic economy.It will consume more power in future years relative to current consumption.

Jaks is an uptrending stock. The current correction is a good buying opportunity at support.

Jak's biz model is good for "dumb dumb hold" investors..It will generate healthy cashflows once it start producing power in Vietnam.

The latest Quarter result is history
Look to the future
Look at the big picture..
Additional Supply of budget airseats will increase for sure
In the past year, demand exceed supply..now will supply exceed demand???
What is the future price direction of crude oil price/jet fuel price?
Is there a high chance it will go higher
What about future direction of global interest rate? US interest rate?
Can it remain at such benign levels?

hold long term = dumb dumb hold= go holland
trade= buy low sell high= heavenly

INVEST AS LONG AS THE RETURNS ON CAPITAL EMPLOYED IS HIGHER THAN ITS COST OF CAPITAL.

THE KEY IS DOES THE BIZ MODEL EMPOWERS THE COMPANY TO EARN SUSTAINABLE INCREASING EARNINGS AND GIVES A RETURN HIGHER THAN ITS COST OF CAPITAL.

5 DAYS CORRECTION FOR AIRASIA IS OVER.
AA WILL REVISIT AND CHALLENGE ITS PREVIOUS ALL TIME HIGH OF RM 4.20

HOW BUFFETT INVESTS

Estimate Long-Term Earnings, Buy with a Margin of Safety

When Charlie and I buy stocks – which we think of as small portions of businesses – our analysis is very similar to that which we use in buying entire businesses. We first have to decide whether we can sensibly estimate an earnings range for five years out, or more. If the answer is yes, we will buy the stock (or business) if it sells at a reasonable price in relation to the bottom boundary of our estimate. If, however, we lack the ability to estimate future earnings – which is usually the case – we simply move on to other prospects. In the 54 years we have worked together, we have never foregone an attractive purchase because of the macro or political environment, or the views of other people. In fact, these subjects never come up when we make decisions.

Stay Within Your Circle of Competence

Focus on the future productivity of the asset you are considering. If you don’t feel comfortable making a rough estimate of the asset’s future earnings, just forget it and move on. No one has the ability to evaluate every investment possibility. But omniscience isn’t necessary; you only need to understand the actions you undertake.

Focus on Value, Not Price

With my two small investments, I thought only of what the properties would produce and cared not at all about their daily valuations. Games are won by players who focus on the playing field – not by those whose eyes are glued to the scoreboard. If you can enjoy Saturdays and Sundays without looking at stock prices, give it a try on weekdays

John Burr Williams set forth the equation for value:

The value of any stock, bond or business today is determined by the cash inflows and outflows – discounted at an appropriate interest rate – that can be expected to occur during the remaining life of the asset.

As determination of the IV is an art, subjectivism influences the determination of the IV of a given stock. As such some even ask....WHY BOTHER given that there will be different IV for a given stock.

The Determination of IV is an art in making the appropriate assumptions required in the determination of the IV and different people will arrive at different values of IV for a given stock and consequently the MOS may be extremely good, average or not good and that is dependent on whether one's assumptions is optimistic, realistic or pessimistic.

Past business performance does not guarantee continued future performance.

Fundamental Investors rely on past historical record to forecast its Intrinsic Value.

TA investors assume that price history repeats itself and the fundamentals are already in the price whether one is aware of it or not.

Both rely on past price records to make decision on buy, hold or sell

It does not matter who is more right. What matters is you make consistent money with the investment system that u r most comfortable with in making money.

British Parliament doesn't actually have to bring Britain out of the EU if the public votes for it.

That is because the result of June 23 referendum on Britain's EU membership is not legally binding. Instead, it is merely advisory, and, in theory, could be totally ignored by UK government.

There is no legal provision included in the EU referendum legislation that requires UK Parliament to act in accordance with the outcome of the referendum.

If the public votes for a Brexit on June 23rd, it will be purely a matter of parliamentary politics.

The British government could decide to put the matter to parliament and then hope to win the vote. In the scenario of Britain's EU membership being put to a Westminster vote, barring no dramatic change in allegiances, it is likely that MPs would vote to keep the country in the 28-nation bloc.

This is because the vast majority of the 650 MPs identify are Europhiles and would likely support a motion position to protect Britain' place in the EU.

British Parliament doesn't actually have to bring Britain out of the EU if the public votes for it.

That is because the result of June 23 referendum on Britain's EU membership is not legally binding. Instead, it is merely advisory, and, in theory, could be totally ignored by UK government.

There is no legal provision included in the EU referendum legislation that requires UK Parliament to act in accordance with the outcome of the referendum.

If the public votes for a Brexit on June 23rd, it will be purely a matter of parliamentary politics.

The British government could decide to put the matter to parliament and then hope to win the vote. In the scenario of Britain's EU membership being put to a Westminster vote, barring no dramatic change in allegiances, it is likely that MPs would vote to keep the country in the 28-nation bloc.

This is because the vast majority of the 650 MPs identify are Europhiles and would likely support a motion position to protect Britain' place in the EU.

British Parliament doesn't actually have to bring Britain out of the EU if the public votes for it.

That is because the result of June 23 referendum on Britain's EU membership is not legally binding. Instead, it is merely advisory, and, in theory, could be totally ignored by UK government.

There is no legal provision included in the EU referendum legislation that requires UK Parliament to act in accordance with the outcome of the referendum.

If the public votes for a Brexit on June 23rd, it will be purely a matter of parliamentary politics.

The British government could decide to put the matter to parliament and then hope to win the vote. In the scenario of Britain's EU membership being put to a Westminster vote, barring no dramatic change in allegiances, it is likely that MPs would vote to keep the country in the 28-nation bloc.

This is because the vast majority of the 650 MPs identify are Europhiles and would likely support a motion position to protect Britain' place in the EU.

Even if majority of British voters voted for Brexit, will the upcoming referendum result for Brexit be legally binding on the British Parliament? If it is not legally binding then nothing will change..it will be business as usual.

AIRASIA WILL RECHALLENGE ITS PREVIOUS ALL TIME HIGH OF RM 4.20

FUNDAMENTALS OF AIRASIA IN Q1 2016 HAD IMPROVED SIGNIFICANTLY RELATIVE TO YEAR 2015. AA BRAND NAME SELLS.

AIRASIA HAS LARGELY HEDGED ITS FUEL COST IN 2016 SO INVESTORS CAN LOOK FORWARD TO A FANTASTIC FINANCIAL PERFORMANCE OF AA IN 2016.

AA HAS GOOD CONTROL OVER ITS OPERATIONAL EXPENDITURE. FUEL COST AT THE MOMENT IS BENIGN AND AA WILL DO WELL EVEN IF CRUDE OIL PRICE GOES UP TO USD 65 TO 70 PER BBL.

AS ECONOMY IMPROVES AND DISPOSABLE INCOMES GROWS IN ASIA PACIFIC REGION , PEOPLE WILL TRAVEL MORE ESPECIALLY THE BUDGET TRAVELLERS.SO THE OVERALL MARKET FOR BUDGET TRAVELLERS WILL EXPAND IN ASIA PACIFIC REGION AND AIRASIA STANDS TO BENEFIT FROM THIS GROWTH

IT IS VERY LIKELY THAT AA WILL CONTINUE ITS PRICE ASCENT AND ATTEMPT TO RECHALLENGE ITS PREVIOUS ALL TIME HIGH OF RM 4.20.

TODAYS LONG WHITE CANDLE COMPLETELY ENGULFED THE PREVIOUS 4 DAYS CANDLES AND CLOSE HIGHER THAN THE MID POINT OF THE BLACK CANDLE ON 28/4/16.THIS IS BULLISH AND MOST LIKELY THE STRONG UPTREND WILL CONTINUE NEXT WEEK.

AIRASIA MAY EVEN SURPASS ITS ALL TIME HIGH OF RM 4.20 ACHIEVED ON 4/8/2011 IF IT
- LEVERAGE ON ITS STRONG AIRASIA BRAND TO SUCCESSFULLY EXECUTE STRATEGIC PARTNERSHIPS IN KEY GROWTH MARKETS
- REDUCE ITS DEBTS
- RESTRUCTURE ITS ORGANIZATION TO BE MORE BIZ SAVVY, COMPETITIVE, MORE RESPONSIVE, LEANER AND MORE TAX EFFICIENT

AIRASIA AFTER RETRACING FOR 9 DAYS HAD RESUMED ITS UPTREND TODAY AND WILL IN DUE COURSE RECHALLENGE ITS ALL TIME HIGH OF RM 4.20 ACHIEVED ON 4/8/2011.

THE PAST 1 WEEK WAS A GOLDEN OPPORTUNITY FOR THOSE TO BUY AIRASIA BELOW RM 2.0.

WHEN AIRASIA PRICE WAS BELOW RM 2.0..HAS ITS FUNDAMENTALS CHANGED? WELL.. THERE WAS NO MATERIAL EVIDENCE TO PROVE OTHERWISE!!

THE UPCOMING QR WILL REVEAL MORE ABOUT AIRASIA'S FUNDAMENTALS.

CURRENT PRICE SURGE MAYBE INDICATING THAT ITS FUNDMENTALS IS GETTING BETTER!!!

AA IS THE STOCK TO INVEST IN AND HOLD ONTO IN 2016 JUST LIKE THE EXPORT STOCKS WERE THE STOCKS TO OWN IN 2014 TO 2015.

THE RELATIVELY BENIGN LOW CRUDE OIL PRICE, STRENGTHENING RINGGIT, IMPROVING FUNDAMENTALS OF AA WILL BE THE DRIVERS FOR ITS HIGHER AND HIGHER SHARE PRICE IN THE FUTURE.

AA FLIGHT IS ASCENDING, ACCELERATING TO HIGHER HEIGHTS..IT WILL RE-CHALLENGE AND SURPASS ITS ALL TIME HIGH!!!!

AIRASIA FLIGHT HAD ALREADY TAKEN OFF WITH TF AS THE CHIEF PILOT!!!

LAST CALL TO BOARD AIRASIA FLIGHT WITH TF AS CHIEF PILOT WAS IMMEDIATELY ON ANNOUNCEMENT OF THE PP AT 1.84.

CONGRATS TO ALL THOSE WHO HAD BOARDED AIRASIA FLIGHT WITH TF AS CHIEF PILOT!!!

TP OF RM 3.00 ---> PE OF ONLY 3 WITH PROSPECTIVE EPS FOR 2016 OF RM 1.00 PER SHARE AFTER NETTING OFF THE 16.7% DILUTION

PP POSITIVELY IMPACTS SENTIMENT FOR AAB AND PUT A FLOOR ON ITS PRICE AT RM 1.84

SO WHAT IS THE BASIS OF CRYING FOR RI???

CRUDE OIL PRICE WAS MANIPULATED UP TO USD 140/BBL BY SAUDI ARABIA AND THE OPEC OIL CARTEL BECOZ THERE WAS NO SHALE OIL THEN.

WITH SHALE OIL, THE DAYS OF MANIPULATED HIGH OIL PRICE BY SAUDI AND ITS ALLIES IS OVER!!

AAB IS THE STOCK TO INVEST IN 2016 AS ITS REVENUE AND EARNINGS WILL CONTINUE TO SOAR.

TUNEPRO IS RIDING ON THE BACK OF AAB AND AAX. WITH BENIGN CRUDE OIL PRICE AAB AND AAX BUSINESS WILL CONTINUE TO DO WELL IN THE FUTURE WHICH MEANS THE NUMBER OF PASSENGERS IT CARRIES ON ITS PLANES WILL INCREASE AND THIS WILL BE POSITIVE TO TUNEPRO'S FUTURE REVENUE AND EARNINGS GROWTH.

CURRENT PRICE CONSOLIDATION IS AN OPPORTUNITY TO COLLECT TUNEPRO

AAB HAD ACHIEVED INCREASING REVENUE OVER THE PAST YEARS. SO AAB CAN CONTINUE TO CHALK UP HIGHER REVENUES IN THE FUTURE

AAB MAIN PROBLEM IN THE PAST WAS THE HIGH VOLATILITY OF THE HIGH CRUDE OIL PRICE AND IT IS VERY DIFFICULT FOR ANY BIZ TO PRODUCE CONSISTENT EARNINGS IF THE MAJOR COST ELEMENT IS UNCONTROLLABLE.

NOW WITH BENIGN CRUDE OIL PRICES PLUS THE BONUS FACTOR OF STRENGTHENING RM, THE MAJOR PROBLEM OF VOLATILE HIGH OIL PRICE IS NOT A PROBLEM ANYMORE

SO DO EXPECT AAB TO CONTINUE TO CHALK UP INCREASING EARNINGS IN THE FUTURE.

AAB IS IN A SECULAR TURNAROUND INDUSTRY WITH LOW BENIGN CRUDE OIL PRICES AND STRENGTHENING RINGGIT.

THOSE WHO HAD INVESTED IN EXPORT STOCKS SHOULD SWITCH TO AAB NOW

BN-Menang,
I will share with u my TP for FGV. The first TP is 2.68. U agree or do not agree? Appreciate your input.

BN_menang,
Thank you for your input.. can I say that your TP is a bit conservative?

BN_Menang,
All the research houses did not rate FGV highly..the highest TP is 1.58 by RHB OSK.Since u know FGV very well and is an active promoter of FGV..please advise what is a realistic TP for FGV? What is your basis of you arriving at a certain TP?

SO WHAT HAS CHANGED SINCE DEC 2 2015 ?

MKH FUNDAMENTALS HAD REMAINED INTACT N IMPROVED MORE

SHARE PRICE HAD INCREASED FROM 2.30 TO 2.58!!

SHARE DILUTION BY 16.7%...BIG DEAL..BIG COMPLAINT..BECOME CRY BABY..BECOME CRY BABY JUST LIKE THE EDGE REPORT!!

JUST ASK YOURSELF...CAN UPCOMING QR EPS INCREASE BY MORE THAN 16.7%??

IF YOUR ANSWER IS NO..THEN SELL AND BUY OTHER STOCKS

IF YOUR ANSWER IS YES, THEN BUY MORE AAB

When supply exceeds demand, price will go down until it find its equilibrium level. Equilibrium level means a level where supply matches demand and certainly not at current oil price of USD 31.5/bbl for WTI

Up till now Saudi did not manage to kill off US Shale Oil producers..How to kill off? Once they frack a well..the maximum production is in the first year of production...there is already bottlenecks in pipeline in USA
..Iran has similar cost of production as Saudi Arabia...does not make sense to kill off each other..better share the market but knock off the US Shale Oil producers by dropping price to USD 20 per bbl. Anyway it will get there as supply exceeds demand.

Recent Oil price rebound was due to USD weakness. Fundamentals of Supply vs Demand has not changed. Glut will persist for quite sometime in the future.

Those who sold at 3.46..thank you very very much..LOL

Buying Opportunity already GONE!!!

Hope you can...

Make Hay when the SUN SHINES

Low undervalued price = Opportunity to Buy
High Price = Opportunity to Sell

If you KNOW, Have NO FEAR
If you DONT KNOW, Better FEAR

Fundamentals is the driver of Share Price
Improving Fundamentals drives UP share price
Deteriorating Fundamentals drives DOWN the share price

Technical Analysis or CHARTS just capture and show you the Share Price Volume Time Space interactions.

I have been selling other stocks and buying into SHELL this few days!!!

Why has so much doubt in SHELL? A company with simple business model, good management culture in empowering its workers and financial position vastly improving becoz of low Oil prices. I have specially created a blog about this stock even blogged specially on this. This stock is so UNDERVALUED...the most undervalued company in BURSA!!!