wait after listing of rights shares...after profit taking by trader..then stable price will establish.

hmm...as expected...so standard the reply

Mr Tan, kindly please include me. TQVM

1) Cuscapi-Wa 200,000 shares (potential profitability from REV that bring value to the food & beverage industries plus expansion of regional market including china and middle east)
2) Grandflo-wa 50,000 shares (suffered paper losses last quarter due thailand operation but expect revenue to increase from this quarter onwards from confirmed business deal of RM 7.8 million...also dividend paying stock
3) Censof-wa 40,000 shares (GST preparation and realization)
4) Instaco-wb 100,000 shares (telecommunication sector to benefit from new budget on top of current revenue)
5) UMWOG 5,000 shares (aggressive expansion after listed)

cheers!

Halley SICAV Asian prosperity - This sub-fund will continue to invest in small listed Asian businesses valued cheaply by the market, but benefiting from the secular trend of increasing living standards in Asia. The sub fund investments are diversified across markets with the main exposures in Malaysia, Japan, Indonesia, Singapore and Vietnam and focus in smaller companies to outperform the larger but more expensive Asian equity index constituents. The number of stocks will remain limited in order to focus exposure, and the yield on the
fund should remain high at around 4%.

The fund rank no 12 across Asia Pacific including Japan in terms of Total Return of 28.9% for 2013. Minimum investment is USD 1 million...and the fund price now is USD 319.32 per unit.

This open end investment fund has been accumulating Cuscapi's share. In 2012, the share holding was at 3,555,000...up to today, the holding has increased to 35,434,395 . This is 10 fold increased in holding.

Just expect usual standard reply from any listed company when query by SC..

ColdEye (FA) + OTB (TA) + Extra CASH + Gut = Basic requirement to win in stock market :-)

heavyth, i'm contented :-) I'm buying more latitude

MR OTB, have cashed out hevea and buy more latitude.. Abalone on mine from hevea..will contact you for the meal..regards,

Use RM 2 to buy company worth RM 8...pretty good deal

Fundamental will prevail :-)

Bought 17 lots hevea and some latitude
1) if japan and global economy is in "recovery" mode, i suppose the demand will be higher....
2) Property projects around the globe were massively launched in 2011 - 2013 and will be completed in 2014 to 2017, i suppose demand on wood product will be higher too..so long as those have money willing to spend...
3) Rental market will be in high demand especially on ready made wood products, judging at easily 70% - 80% of properties sold earlier are for "investment/ rental purpose"...put in few ready made furniture should increase the rental yield..Like it or not, when massive property supply available in the market, renting property empty is almost not possible. Afterall, partly or fully furnished will be a must especially supply is much more than demand

lloydlim, not sifu leh....bought some last week...Sifu OTB TA trustworthy ...FA ok..

Mr OTB's recommendation always carry weight..

Mr Ooi TB, abalone on me

thank you

Blog: Stock Pick Year 2014 - OTB - HAPSENG-WA
Dec 22, 2013 04:00 PM | Report Abuse

Mr Ooi, is it the right time to enter? or just wait another step down?

Ans : I do not like to answer this type of question. I do not want to tell lie in I3.
Please note that I manage a fund management for my big clients, they just put their money with me. I buy the stock according to my wish without asking for consent. They are only interested if I make money for them without any question ask.
When I want to buy the stock for them, I prefer not to tell others so that I can buy cheap. If you ask me this stock can buy or not, I am really in dilemma, I should tell the truth or lie to valued members here. If I tell the truth, I cannot buy for my big clients at a cheap price. If I tell lie, I cannot sleep at night. I hope valued members here, please do not jump into conclusion that I am very proud, refuse to answer your question. Sometime I ignore and refuse to answer you because I am also in dilemma. The best way is you make your decision to buy or not to buy.
Thank you.

Reply: Mr OTB, love to know more about your fund management service. I'm looking for such expert service. Thank you.

开完油，糖，电，米，过路费的刀，下一个就是面粉。。这一届都赢了，还不乘现在劳一笔。。Buy tenaga to hedge the electricity hike, buy UMWOG to hedge feul hike, now got to buy Mfloor to hedge the possible rise in price.. ..sigh...money not enough

heavyth, i dont see any problem with instacom biz.. As for their directors, i have different interpretation too..therefore i dont feel hurt :-). Business world is very realistic world. I'm running my own business, therefore i dont see any problem with it. After so many years in business, 只要我的肚量撑得起一条大船， 我会是赢家。

sorry, calculation mistake, should be May 2014

In order for sumatec to successfully de-list from PN17, need at least 2 quarters of continuous profitability. Earliest will know the status is by august 2014. Happy investing!

I suppose no business is smooth sailing..looking at the 95% of failure rate for new businesses within first 5 years, this made business world interesting and full of challenges. Also that offers clear distinction between share investment and share speculation.

The ROE is double digit, the management.is ok

If eps = 4 sen per share.. PE 8 = 0.32....PE 20 = 0.80

Daimen, use PE 8x then you will see the fair TP for next year.. Happy investing :-)

Money are now on Blue chips / big cap...this one can keep under bed till next Q report in February..happy investing

similar things happened to Tenaga today too...last min sudden big drop..

Mr market is responding to possible foreign fund flee...be it barakah, hibiscus, umwog...When mr market speaks, guess everyone got to obey...Blue chips got support from institutional funds, but small cap will be in high "alert" stance. Happy investing!

2014 is foreseable year of rising in living cost...we got to make sure our money work really really really hard..Or else, you got to work very very very very hard...

Personally i'm trying to buy more when warrant premium drop to below 20%...it is now loiter around 27 - 33%..

negative cash flow? or lower positive cash flow?

jh, while we are doubt about the ability of the management team, we always refer back to their track record, their clientele, the Q report and numbers, then we have certain level of confidence built. Since an investment is measured based on a decade long to 3 decades long..passion and patience is virtue...I suppose you are trying to time the market high and low..which is forbidden by warren buffett and coldeye. Happy investing :-)

jh,
1) if you buy a house today at 500k, then property price crash and price drop to 250k, will you sell your house?
2) If you own a palm oil tree estate and you put the seed today, will you chop down the tree after 1 year when you know you need at least 3 to 5 years before it bear fruits?
3) if you buy some 916 gold today hope for price appreciation..but some how the gold price drop, will you sell your gold?
4) etc etc

if the answer for all above are Yes, then i think you can realize the paper loss to become physical loss...

But if the answers are no, then i think you know the reason why you should not sell your cuscapi warrant..And you will sell it only if something turn bad in the company but certainly not because of price up or down..

Happy investing!

osk, need not monitor the price..just come back and see how much it worth after 2 years

Retail investors may go direct into blue chips, hope for buy low sell high :-)

Dj up...let see what foreign fund will do

Private Placement to be completed in another 5 days...that's why share price surged

要割肉的应该已经割了。。剩下我们这些还没割的。。前辈讲应该是胆的毛生的太好了。。所以会赚钱也里所当然。。输钱也不会死的那种。。哈哈

Traderoy, i m deep in paper loss more than u

Monica, i dont know..thats why i m not sifu :-)

550 lots..double of current :-)

iwarrants, i buy warrant because my risk appetite is very very high...i buy because i'm confident the big time value can be overcome within next 2 years..not many dare to buy warrant with zero intrinsic value+high premium..

i bought some more as i personally believe the knife reach the ground already..last possible QE tapering in september 28 has driven the warrant price to 0.10..Guess the impact of QE will still limit to another 2 cents drop. If drop more than that, treat it as bonus :-)

steve, ya, bought warrant only.

traderoy,
1) if i'm FED, i will not cut it fast..i need to loan out more to the US government..then when time come, i just increase the interest rate, then my interest income will be tremendous. Afterall, FED is the most profitable bank in the world. USD 64 trillion (12 zeros at the back) "committed" loan...3% interest per annum is big sum.
2) eventhough job data improved, but no sign on inflation yet..so chances of tapering also less
3) Feb target 6.5% job unemployment rate..now 7%..so still not hit target yet.
4) traditionally money policy change will not be in december, usually first or second quarter (analyst's opinion)
5) if really tapering start, likely in small scale, short term impact to DJ, but our fate is more on foreign fund's hand..if they fleet from SEA market, likely KLCI kena teruk..but again, EPF and other funds should come in support the market. Overall, not to worry too much.

My 2 cents :-)

Hold long term, no worry la

tonight 2:30 am should know the result...can read the news from Bloomberg.

ok..done

Ok..let me buy 50 lots at 0.125 today to average down further...

and respect QE tapering too :-)

similar big hand came in bought big sum...retail buyers not followed (at least those burned before will not follow i think)...bollinger band squeezed....99% sure knife touched ground...