Posted by fandi > 2014-01-02 14:10 | Report Abuse

If have patience sure can make a lot of money from this stock.

Posted by ckleow79 > 2014-01-02 16:01 | Report Abuse

agreed with kcchongnz. with a net cash flow of RM1. Kfirma have a greatest chance to get the most bargain invest even during the bad times. Patience is just a part of value investment rules. Think alternatively, If you buy at more lower price, you should be more happy. cause u have bought more cheaper than previously. then u have a greatest chance more huge gain.

Posted by nokenzo > 2014-01-02 16:31 | Report Abuse

Yes, I believe Mr KC analysis, and will keep this stock for 2014.

Posted by nokenzo > 2014-01-02 16:51 | Report Abuse

KFima 2014 1H NTA 2.19, DE 0.01, FCF/share 0.03 because of PPE 31.7m, EPS 11.38 sen.

Posted by winniechan > 2014-01-02 17:08 | Report Abuse

Nvm let the price drop, i am still collecting.

Posted by yfchong > 2014-01-02 17:45 | Report Abuse

Just have the patience, is a process of a visible value over time frame.

Posted by Gokula Krishnan > 2014-01-03 09:14 | Report Abuse

are they paying dividend? I have been following KFIMA for the last 6 months and good write up on greedydragon blog and now here from KC. But if the stock doesnt move and doesnt pay dividend, isnt it holding up your cash? This may be a stock perhaps i may buy using my EPF share account and keep i there for my kids college perhaps but if you are trading on cash that needs to grow at 10% per annum, why would u stay on this counter unless momentum builds up?

Posted by Gokula Krishnan > 2014-01-03 10:01 | Report Abuse

Thanks Tan, didnt realize i could check on i3 :). This is good. Btw is 8% divident based on total share price at Ex-date ? How is it calculated, assuming i have 10 lots at MYR 1.95, so my total investment is MYR19500. How much divident will i get? 8% of MYR19500?

Posted by fandi > 2014-01-03 10:01 | Report Abuse

Bahsir Family, the major shareholder keeps buying the stock from open market at 1.95-1.96. They know something that we do not know?

Posted by tuniamasingh > 2014-01-03 10:08 | Report Abuse

"Businesses are never short term. It definitely has its ups and downs. The problem with many investors is that with his / her investment, they expect return next month. Then they move to a new stock. But to find a good company or business that you are confident with is very difficult. The keyword here is "you are confident with" which means a lot of time are to be spent on studying the company, knowing the business to some extent, be faithful and be patient." Very good one from FELICITY.

My friend, do you understand enough KFIMA before you invest?

Posted by tuniamasingh > 2014-01-03 10:18 | Report Abuse

Will Kfima trading at 1.96 now when everyone knows that CPO price is trading around 2,650 which is much higher than 2,400, 3 months ago. KM Loong's latest result has shed some light on how the plantation company will perfom when they announce they quarterly result in Feb 2014.

Is Kfima a cheap buy at RM1.96 a value buy? you decide.

Posted by Gokula Krishnan > 2014-01-03 10:59 | Report Abuse

Tan - Thank you for the info,so on MYR2 market price that's like 4%, seems okay. Gokula.

ps - i have been silently reading i3 for the last 6 months, you and KC has been amazing in sharing.

Posted by Gokula Krishnan > 2014-01-03 11:22 | Report Abuse

Thanks Tan.

Posted by tuniamasingh > 2014-01-03 22:24 | Report Abuse

Still put my bet that Kfima will reach 2.40 by 10 Feb 2014. Anyone dare to challenge me?

Posted by Number4 > 2014-01-03 22:57 | Report Abuse

Sound so confident :)....I rather believe palm oil related theme play taking place soon...

Posted by davidkkw79 > 2014-01-03 23:02 | Report Abuse

tuniamasingh, what make you confident it will reach soon? by your Technical analysis or fundamental's confidence? Just curious not interest to challenge...

Posted by Gan Hong Khai > 2014-01-04 15:30 | Report Abuse

by the way, it is okay to enter this counter now?

Posted by heavyth > 2014-01-04 19:59 | Report Abuse

May i know what is the fair value or TP for Kfima tq ?

Posted by chooweeteh > 2014-01-06 00:00 | Report Abuse

Let us learn how the management is running and growing the company and look for business opportunity with such a cash pile. Let us grow together with the company while enjoying healthy dividend.

Posted by musang_foxking > 2014-02-06 21:37 | Report Abuse

ps - i have been silently reading i3 for the last 6 months

so who said that?

Thanks Tan, didnt realize i could check on i3 :)

and who said that???

haha stupid liar being here for six months

Posted by musang_foxking > 2014-02-06 21:39 | Report Abuse

most here are just same people with new names...confirmed

Posted by kcchongnz > 2014-03-17 12:09 | Report Abuse

After two months from the date of this article, Kfima's share price rose by 16.3% to RM2.28 now from 1.96, while the KLSE dropped by 1.1% during the same period.

Kfima at RM2.28 now is still way below its intrinsic value, in my truthful opinion.

Posted by chenwei > 2014-09-15 21:40 | Report Abuse

kcchongnz, after reading your post, I trust you in your stock picking ability. I am going to buy Kfima first thing tomorrow :)

Posted by kk123 > 2014-09-15 22:04 | Report Abuse

Lousy compare to fimacorp
Kfima is like the ugly step sister hahaha
Plus CPO PRICE DROPPING Oh !!

Posted by kcchongnz > 2014-09-16 06:43 | Report Abuse

Posted by kk123 > Sep 15, 2014 10:04 PM | Report Abuse

Lousy compare to fimacorp
Kfima is like the ugly step sister hahaha
Plus CPO PRICE DROPPING Oh !!


You are quite right, or rather partially quite right here.

But like what your other opinions and comments, whether using this same id or not, lack the depth in thought process.

In term of share price performance, Fima Corp definitely out-performed Kfima. That was because of its corporate exercise which seems to have "unlocked" the value of its business. You are right here.

But Fima Corp is a subsidiary company of Kfima (>60%). So don't you think if Fima's business is good, that of Kfima is good too? And that is precisely the reason why I think there should be more upside potential and catching up for Kfima, share price wise.

Investing should be a long term endeavor, not a day-to-day, month-to-month, or even year-to-year basis. CPO is a cyclic commodity. The value of a palm oil plantation does not fluctuate week-to-week because the change of palm oil prices.

Btw, do you know what make up the business of Kfima? How much palm oil contribute to its top and bottom line? How has the fluctuation of palm oil prices the last few years affecting its top and bottom line?

Posted by kk123 > 2014-09-16 21:48 | Report Abuse

As long as its CPO related , it's enough reason to dump kfima
The holding company is usually traded at discount , I think even novice investor knows that'
Do u know what fimacorp does compare with kfima ? Better read it up Kcchong