Posted by johnny cash > 2014-05-01 19:19 | Report Abuse

Mr Koon how are you ?

Posted by dragonking > 2014-05-01 19:54 | Report Abuse

I employed fundamental analysis in stock selection (getting as much MOS) and technical analysis to buy more of the share. Average up i guess.

Mr Koon, your trading concept quite good. I like plantation stock but preferably those with lots of landbank near town area see, SAB for instant.

Property stock is trending now because there is no other asset class where you can overcome the delirious effects of inflation,,,gold is another one. Property hot due to 6% increament due to coming GST. However, once the trend is over RFYL.

Thank you.

Posted by johnny cash > 2014-05-01 20:37 |

Post removed.Why?

Posted by miracle4faith > 2014-05-01 20:38 | Report Abuse

knowledge is power....
thank you sir...

Posted by dragonking > 2014-05-01 20:41 | Report Abuse

i like stock that are speculative grade - kinstel and MAS (fast buck). Will make a lot when bacome investment grade.

Laggard - Hunza property. TH plantation and Tong Herr

The rest investment grade which you can buy only some - difficult to get many bagger.

Posted by kk123 > 2014-05-01 21:24 | Report Abuse

Recent small cap meltdown has crushed investors confidence
We may see extended profit taking of penny shares in next couple of weeks
As brokers pull out their lines , it will be gameover for the penny stocks operator

Posted by dragonking > 2014-05-01 22:10 | Report Abuse

All.

Posted by Iching88 > 2014-05-02 08:14 | Report Abuse

Mr koon, what is your method to calculate intrinsic value?

Posted by Gratitude Attitude > 2014-05-02 09:11 | Report Abuse

Thanks for the write-up. This provides a very good summary for both the FA and TA.

Posted by stub10 > 2014-05-04 00:19 | Report Abuse

There are actually quite a number of well managed companies listed on Bursa Malaysia.

There are only 3 main categories of companies i would consider investing:-
1. Value companies-- companies with lots of land bank not revalued. The problem with these companies are that they always take their own sweet time to develop their lands. Classic examples are Oriental Holdings Bhd, Plenitude Berhad, just to name a few. However, once they start developing, it will generate substantial profit (as a result of very cheap land cost) and others will start paying attention to these counters. Investor to be very patient when investing in these stocks.

2. Growth companies-- companies that managed to achieve growth in turnover and profit year on year basis while maintaining profit margin. Once identified & locked in, you will be able to enjoy the ride with the companies in a long term. There are a lot of these companies in Bursa Malaysia, both big caps and small caps. Classic examples are QL Resources, Top Glove, Amway, Public Bank, etc.

3. Turnaround companies-- one can make the most money in these type of companies. Timing is the key. I usually wait till the result is proven before i start to invest in these counters. Classic examples are Yeo Hiap Seng, DKSH.

Investment is most interesting when businesslike. Happy investing, everyone!
Thanks for sharing your thoughts, MR Koon! I enjoy reading your articles.

Posted by b824osg > 2014-05-05 20:29 | Report Abuse

I really agreed with the article written by stub 10 which i am deeply
foresee that he is a good investor & understand the value of investing in good stock which will give good return in the long run.I really enjoyed reading your article which guide me the thought of good investing.
Happy investing.

Posted by Koon Yew Yin > 2014-05-05 23:49 | Report Abuse

stub 10, If you buy Oriental Holdings, you may have to wait forever.

The glove industry is over capacity and it is very competitive. Every glove company has expended their production facilities. Do not buy Top Glove.

To make money from turn around companies, you must buy before it become public know about it.

In view of the increase in palm oil price, all plantation companies will make additional profit for no extra effort. By the end of the month all companies will have to announce their 1st quarter result. You will have a wider choice.

Posted by warrenbuffett0830 > 2014-05-06 00:00 | Report Abuse

Mr. Koon, I would like to have your opinion on aluminium producer company in Malaysia, Pmetal in terms of (profitability, management, balance sheet and growth) Where do you see this company and the aluminium industry in 10 years time?

Thx in advance.

Posted by Koon Yew Yin > 2014-05-06 00:08 | Report Abuse

werrenbuffet, I am not a professional analyst. I cannot give you the information you require. God only can foresee the future of 10 years.

Posted by Barbarian > 2014-05-06 00:12 | Report Abuse

Mr Koon, what shares will you buy apart from Jtiasa?

Posted by Koon Yew Yin > 2014-05-06 09:25 | Report Abuse

I am collecting SOP, Kulim, TH Plantation.

Bear in mind that RHB Research has a sell call on TH Plantation, but I believe it is very much undervalued basing on its market cap divided by total planted area. 887 million shares X Rm 2.05 divided by 68,000 ha = Rm 26,700 per ha.

I wish the banks will lean me more money to buy up all the shares.
Recently FGV and Boustead bought plantations at Rm 70,000 cash per ha. IOI also wanted to buy at the same price but not successful. Moreover it has 6 mills and other infrastructures.

Posted by tb1818 > 2014-05-06 09:36 | Report Abuse

MR I remember you said try not to fall in love with the counter we bought. I would like to seek your opinion on PIE which I have been holding for 5 years. Thanks

Posted by Koon Yew Yin > 2014-05-06 10:10 | Report Abuse

As you know PIE or any share must have moved up and down several times in one year. You could have sold when it was up and buy back when it was down.

All investors must take advantage of the frequent price fluctuation of share price to make more money.

Posted by Barbarian > 2014-05-06 14:21 | Report Abuse

Thank you Mr Koon. I wish the bank will lend me money too. ;)

Posted by Barbarian > 2014-05-06 14:24 | Report Abuse

Mr Koon amongst the three which would you consider most promising in terms of your valuation similar to the way you did for Jtiasa. Btw i bought a lot of Jtiasa at RM2. When you called for the buy, i saw the price was RM2.08 and took the opportunity to buy when it dropped

Posted by I8investor > 2014-05-06 14:26 | Report Abuse

http://www.theedgemalaysia.com/business-news/287922-fund-flow-foreign-funds-added-rm402-million-of-malaysian-stocks-to-their-portfolio-holdings-last-week-says-midf-research.html

Posted by sunsun2012 > 2014-05-06 14:29 | Report Abuse

Mr knoon, what you think about Iris?

Posted by tb1818 > 2014-05-06 15:04 | Report Abuse

Mr Koon, thanks for the advice.

Posted by johnny cash > 2014-05-28 07:31 |

Post removed.Why?

Posted by speakup > 2014-05-28 07:51 | Report Abuse

For small cap plantation, i prefer Cepatwawasan.