7:4

Ala, phone number always nobody pick up one....

這位老兄這次說得不錯，中肯，透徹。

the best gloves counter, second!!!!

If you do business or work really specialise, at top level not easy to compete, divert all energy into one thing also not easy to win.

Just my preference, I think Supermax shouldn't diversify into contact lens, also, businessman shouldn't talk so much.

universack, good on you.

Hartalega surprises me when I read the annual reports. Its like TSMC in glove.

Proud to have such high quality company in Malaysia.

kt_invest, I agree to your revenue number.

Margin got to be higher, as price goes up and favourable exchange rate.

200m profit!!!!

Keke.

趙立堅新詩：
武汉三镇隐新冠，
一举歼灭树标杆，
节近宣布开两会，
快马加鞭来祝福，
乐事还同万众心。

原來是身在曹營心在漢啊！

Briefly, according to Peter Lynch, a critical factor in share investment is to understand the story of the company. For example, Mr. Chong mentioned about FAVCO last time, and I said must understand despite FAVCO is a good company, FAVCO is facing intense competition from the Chinese SOE.

On the other hand, Warren Buffett talks about economics of an industry. For example, trend (is it a sunset industry or growing one) , structures (no. of players in the industry), etc.

Lastly, TA can give you a sense of timing.

Where to safely put your money? Here loh

I blow water only. Don't take this seriously. Just view from a melon eater.

To build the plant need capital mah. So say Year 1-3, -2.5b X 30%. But JAKS has been reported profits.

So, cost likely to be deducted after COD.

8 years break even about right lah, Andy said so.

https://www.theedgemarkets.com/article/jaks-eyes-break-even-vietnam-project-eight-years

Icon's calculation seems to be right if he is talking about Cashflow. But don't expect Net Income can be 300m because JAKS need to deduct back construction cost mah.

Well said, Philip.

I know you mean SOE Chinese contractor have good track record but "faith in Chinese counterpart" still sounds funny because 9/10 they cheated.

In addition to "China SOE risk", who knows Vietnam will join in rank to claim from China despite they have rather few Coronavirus cases.

You should show the noble side of Rohingyas (if any) if you truly wants to help them. You are only humiliating the intelligence of fellow Malaysian.

The Rohingyas naughty naughty mah.

Felicity, true. I think a recession is imminent, but depression may not be (because every country print money now and that's the only way out. ).

Look at the bright side. Malaysia/South East Asia will be the new Hong Kong. Hong Kong is part of China now following HuiNing's speech, the world shall readjust to new norms.

qqq33333333, lockdown of Wuhan has not keep the virus from spreading to the world. In fact, China encourage their citizen to visit other countries at that time. Active warfare, you see?

China habis wayang lah. Next visit your kampung at China, need to lend money to them again, need to donate to fund their school again. China goes back to the 90s, lucky they still have enough electricity.

China will be like Russia and North Korea and Iran a few years from now. The formation of axis countries 2.0.

Comfort是一家不錯的公司。

但是注意了，疫情已經受控，手套潮可能維持幾個月，並不是之前我們預計的一年半。

別陪Uncle裸泳哦！

Zuliana, ask yourself can you tahan at least another 3 years? Otherwise, sell now and invest in other things. Massive collapse coming....

Next coming is lots of big corporation bankrupt, SME collapses, then Communist collapses (NK collapse and China decouple), regional tension (China try to divert attention of its people), etc Very hard in years coming.

kl_guy, the problem appears to be TF and MK has no money to subscribe. They can't accept they lose a billion on PP.

Well, TF and MK, you gamble you tanggung.

As i said before, TF and MK bankrupted every other businesses, Airasia is the last one.

Arubaato, Airasia management loves to gamble too much.

Why people likes to speculate (while the total expected return of owning a well balanced portfolio long term definitely outperform speculative fairy tales that often burst eventually)? It is because, for ordinary working class, the expected returns must be good enough to make their time worthwhile.

Say Jack's salary is RM5000 a month, RM10,000 is invested. Jack would expect 2-3k or more profit a month to make his time worthwhile. Invest in a well balanced portfolio, say earning a decent 15% p.a., that's make Jack's profit RM125 per month. Just not attractive enough for Jack.

(However, that RM125 per month is going to last very very long time. )

As Warren Buffett said, people doesn't like get rich slow.

If i recall correctly, Peter Lynch says "never buy warrant that is out of money".

Ala, readers are smarter nowadays, you got to do way better.

The least you can do is to create 5 different names, buy 5 different portfolios, and publish the best result, then you can start to cheat people.

See KYY, only 30% accuracy, everybody try to take advantage of him only.

Latuk, surprisingly well current government doing. If it is still Mahathir and LGE, we are toasted. Back to 600 points already.

The key indicators are:

1. Face Mask. (plus other protective gears, but mask being most important). Mask is the most cost effective way to lower down the numbers.

2. Base. China Starts from 0. Italy starts from hundreds. US starts from thousands.

3. Age.

4. Weather.

5. Population density.

6. Strain. The Virus in Malaysia is mild while Italy, Spain one is fierce. But this could be due to virus load or environment temperature while contracting.

7. 3, 4, 5, 6 together influence r0.

8. Damn, I hate teaching.

9. Continue fry glove (and mask).

對的，很多人在家閒著，也就全職炒股。

我擔心的不是業績不漂亮，市場基本上預測二、三季的淒慘業績。

最可怕的是倒閉潮，很多意想不到的老招牌也許就一去不返了。

連維京澳洲都完蛋了，國泰基本已經是咸魚了。亞航在那麼多國家營業會沒有事？而且它是廉航，賺幅低成本高，受的傷更重。借的美債也多，國內債暫時不用還，美債卻要還的。

商場全部關了。重開，業務也要一段長時間恢復。Burger King在紐西蘭完蛋了。一些專開在商場的連鎖食品店，可以堅持嗎？

工廠大部份關了，除了小部份關鍵領域越做越好之外，什麼電子產品、工業產品、汽車零件、LED、太陽能板等等就算開工了也不見得有訂單。有多少間公司可以頂得住？

繼續炒手套股，嘿嘿！

Wow, great company. Its like reading TSMC and Tesla's annual report.

a CW expires on 30/4, so 5 days prior is thursday, friday, next monday, tuesday, wednesday. I think thursday sudden drop could be due to CIMB pressing. So, theoretically next small opportunity appears on wednesday afternoon.
Who would put 1.7m shares on sell queue? Just to show off? Highly suspicious.

看過太多廢材講，都是錯誤的觀念！這位老兄說得不錯。加油！

F WHO, "leaked" a questionable report on Remdesivir, that's attempted murder?

I saw this much earlier but I just don't like company without earnings.

Oil price beaten down, PETRONAS limits activities. Of course, import much cheaper.

True. The Dizhi 8 is coming with 7-10 Chinese scout ships, we must take this seriously.

Uncle not much money left lah.

This time I think Comfort is ok, not like Dayang, Xingquan, Hengyuan etc.

Buy little bit tomorrow.

Mr. Chong, we were talking about Jack and Jill right? Simple question of "can you lose 90%", I think we found the answer "yes".

Then there are people with good imaginative ability say actually Jack could make 10% instead. Eager to see their maths.

i3lurker, yup! It is that simple.

Hi, Mr. Chong.

1. The margin finance given normally ranged between 2 - 2.5 times. If you adjust that (from 50%), at RM2.95 Jack would have 40m shares or so worth 120m, with 85m or so debt. Multiplier magnifies.

2. I am not going to go on because I don't like Dayang. You can see the problem already, the largest chunk of shares (17m or so) with highest margin limit (50m or so) is bought at highest price.

3. By the way, margin call actually saves Jack.

4. He is lucky with 10% left.

那小粉紅不就傷心了咯

Sadly Malaysian aren't joining.

木油丁克武漢肺炎，誰也沒有想到！如果還是老馬林冠英，我們已經大爆發死翹翹了！

九巴仙有點誇張，不過大馬人喜歡！

There are (only) two views here, "Yes, he lied but nevermind." and "Yes, he lied but it's not ok".

I got 4 musang king and 3 black thorn. Now my hobby mainly honeydew and watermelon.

Recently China announced first case of Hantavirus. Well, its a good thing they announce it. But then some "infiltraters" goes around the world and tell it's a fake news based on two grounds, "its Leptospirosis which is common" and "it happens before so its a not the first case".

The mortality rate of Hantavirus is reported to be 38%. Somehow China back-dated documented there were 219 cases in the last 5 years and only 1 dead.

The CCP gets too used to be make-up stories and deny simple facts. (FACTS will kill their soul).

Yes, DS Rick Walker, its sad, but China will suffer more pandemics in the coming years.

Recently China announced first case of Hantavirus. Well, its a good thing they announce it. But then some "infiltraters" goes around the world and tell it's a fake news based on two grounds, "its Leptospirosis which is common" and "it happens before so its a not the first case".

The mortality rate of Hantavirus is reported to be 38%. Somehow China back-dated documented there were 219 cases in the last 5 years and only 1 dead.

The CCP gets too used to be make-up stories and deny simple facts. (FACTS will kill their soul).

Yes, DS Rick Walker, its sad, but China will suffer more pandemics in the coming years.

Recently China announced first case of Hantavirus. Well, its a good thing they announce it. But then some "infiltraters" goes around the world and tell it's a fake news based on two grounds, "its Leptospirosis which is common" and "it happens before so its a not the first case".

The mortality rate of Hantavirus is reported to be 38%. Somehow China back-dated documented there were 219 cases in the last 5 years and only 1 dead.

The CCP gets too used to be make-up stories and deny simple facts. (FACTS will kill their soul).

Yes, DS Rick Walker, its sad, but China will suffer more pandemics in the coming years.

Aliibaba, Trump's companies bankrupt, not Trump. There are too many problems with your thinking which messed up things completely. Trump is not appointed. Media in US doesn't siding their own country! Whole bunch of bullshit makes you do not qualify to live in Malaysia. Go to North Korea for now, when China successfully decouple from the rest of the world, then you can move to China comfortably.

Hope!!!

Right issue is the only way. Even if there is loan from the government, going forward business will be weak too.

Tedros will be nailed to a pillar of history.

Really sad.