Also, another question is if you were 28 years old now and u have RM1 million. What stocks will you buy today and how many % in each of them? Thank you very much Philip.

Hi Philip, I have been investing for 4 years and average return every year is 30%. Assume I have RM1 million now, and I’m 28 years old, how would u advise me for asset allocation ( % in stocks, % in fd), how would u advise me if I were your son?

Also, if I invest RM1 million in stocks, how many stocks should I own optimally in your opinion? Is it wise to put more than 60% of my money in one stock say Yinson? Or better buy a few and dont put most money in one basket? I intend to buy good quality stocks like Maybank, Yinson, Topglov, GENM. pls advise thank you.

Me personally I bought a lot of SERBADK-WA and still buying. If someone wants to know my reasoning, you can let me know. I've been studying SERBADK and follow closely since its IPO day.

SecretOne,

You're right, but the thing is all of the call warrants of SERBADK now has less than 1 year to expiry.

IF the SERBADK mother share price stays stagnant, when it gets closer to maturity, the call warrant price will drop significantly.

IF SERBADK mother share price goes up, you win big from call warrants.
IF SERBADK mother share price comes down OR stay stagnant, you lose big from call warrants.

Hi 888next,

Thank you for your sharing. I feel proud to be Notion's shareholder and to have you as our IR representative. Thank you. I have more than 200,000 shares in Notion now. Please share with us if you come across any funds invested in Notion.

Hi 888next,

Thanks. Suddenly the liquidity is very high for Notion. Can I see it as a sign of getting interest from institutional investors and funds?

Hi 888next,

Thanks for your explanation. I've bought 200,000 units of Notion mother shares today. Will continue to support Notion. Also, no matter how good a singer is, there must always be followers and haters.

Your kind sharing has helped retail investors like me to better understand the company and the business. I hope you continue to write and do not feel discourage due to certain "haters" comments. They always exist. You have followers like me, as your and Notion supporter.

Thank you! :)

Hi 888next, I would like to express my appreciation to you for your kind sharing, it gives retail investors a golden opportunity at understanding the company. I see good fundamental and bright prospect in Notion, will continue to support Notion.

Can I also have your personal view (not statement, but just personal opinion) on the fair value for Notion? Come across that the Directors bought at RM0.75 off-market from Nikon Corporation, hence, management team must believe the share is deeply undervalued now to take the move. I personally think, it should worth above RM1.50. Please enlighten, thank you.

icon, can I have ur view in Kobay? Result looks good. Are u still holding?

Also, hows the meetings with analysts n funds today?

Thanks 888next, I’ll not ask for names. But would you share with us the funds holding in % in Notion, by not mentioning their names? Is the recent spike up in price, mainly bought by private investors?

888next, is there new group of investors or funds buying recently? Based on the changes in shareholdings profile, who emerges to be the new group of investors?

888next, I prepare a lot of cash to buy Notion. Waiting for retrace but NO retrace at all. :(

Thanks a lot 888next. At least RM3!

Hi 888next, thanks for ur sharing. Based on your personal opinion, what do you think it should be the intrinsic value of Notion?

Hi Philip, thanks for ur recommendation. I bot 100,000 units @ 1.17.

Dayang: The Effect of Naim and Perdana Limit Up - Koon Yew Yin https://klse.i3investor.com/blogs/koonyewyinblog/197773.jsp

Hi Philip, thanks for your great sharing. Can I have your views on DAYANG?

It has outstanding orderbook of RM3b, earnings seem sustainable hinted in last QR under prospect section. They’re service provider who is not directly benefited from oil prices, however, due to good oil prices in 2018, Petronas accelerates to carry out their maintenance activities - benefits dayang.