Posted by MillionInMaking > 2016-04-16 16:50 | Report Abuse

All 11 red, 1 green only, -30%, if for 100million, 30million gone, unbelievable for such famous icon.

Posted by MillionInMaking > 2016-04-16 16:55 | Report Abuse

This portfolio is not correct, think below is accurate one:

http://klse.i3investor.com/servlets/pfs/54015.jsp

Posted by newbb > 2016-04-17 10:14 | Report Abuse

amazing, what a change of fortune. is this because of lack of diversification?

Posted by paperplane2016 > 2016-04-17 15:39 | Report Abuse

All export?

Posted by timetokoon > 2016-04-17 15:42 | Report Abuse

Prices based on Ah Koon buy call, refer to Koon Koon articles.
Posted by MillionInMaking > Apr 16, 2016 04:55 PM | Report Abuse

This portfolio is not correct, think below is accurate one:

http://klse.i3investor.com/servlets/pfs/54015.jsp

Posted by cytew > 2016-04-17 17:10 | Report Abuse

So far I know MR Kyy has disposed almost all his Latitude with estimated gain inclusive dividend received was about RM 35 millions, and his net average cost(less dividend and free warrant) of VS was 60 cents per piece, with current price of Vs at about RM 1.2, his paper gain is easily exceeded RM 70 millions, where as for his Liihen,his net average cost (less dividend received) was about RM 1.0 per piece, with the current price of Liihen at about RM 2.20, his paper gain on Liihen is easily exceeded RM 20 Millions( Note : For these 3 counters I had closely tracked over his buying over last few years, because his holdings in these 3 companies were more than 10% of company paid up.)

Posted by timetokoon > 2016-04-17 17:15 | Report Abuse

Koon Koon like to buy very quiet. But when he wants to sell, when the price up by 60%, he will promote dozen of times. Count Latitud articles, more than dozen.

Posted by cytew > 2016-04-17 17:19 | Report Abuse

I had tracked his buying of Canone over last 6 months too, now his holding in Canone is about 8.3 % or 16 millions share (Read the latest annual report), his average cost was extrapolated to be around RM 3.10 per piece, with current price of Canone of about RM 4.0, his paper gain on Canone is currently exceeding RM 14 millions

Posted by timetokoon > 2016-04-17 17:19 | Report Abuse

Wait for Canone to reach 5.00, you see Ah Koon dozen promotion articles

Posted by cytew > 2016-04-17 17:22 | Report Abuse

I think for his holding in Xinquan, with current price of Xinquan at about 28 cents , his paper loss should not be less than RM 40 millions

Posted by optimus9199 > 2016-04-17 18:19 | Report Abuse

http://klse.i3investor.com/servlets/discuss/2647180.jsp