Posted by matakuda > 2015-07-08 14:23 | Report Abuse

Not too sure about Imaspro, but I've seen many companies registered surges in sales for the 1st Quarter mainly due to stock piling by customers to avoid GST. Better wait for the next quarter for confirmation.

Posted by fattycat > 2015-07-08 14:49 | Report Abuse

Thanks icon8888 ^^

Posted by gbk5566 > 2015-07-09 10:59 | Report Abuse

Thanks for sharing.

Posted by NOBY > 2015-07-27 14:21 | Report Abuse

Icon888, good write up but I think you miscalculated the ROIC. The current assets for Imaspro should be RM 108.6 mil (I think you accidentally minus out the cash twice causing higher ROIC numbers). The ROIC I got is only 10% when I did the study on this company.

Posted by Icon8888 > 2015-08-01 07:52 | Report Abuse

Thanks Noby. I am annoyed by my own mistake. Looked like the moat story has become irrelevant ^*++%%^**##¥

Luckily the stock is up a bit. Otherwise whoever that bought after reading the silly article will curse me

: )

Posted by kcchongnz > 2015-08-01 08:44 | Report Abuse

Posted by Icon8888 > Aug 1, 2015 07:52 AM | Report Abuse
Thanks Noby. I am annoyed by my own mistake. Looked like the moat story has become irrelevant ^*++%%^**##¥
Luckily the stock is up a bit. Otherwise whoever that bought after reading the silly article will curse me


Everybody makes mistakes. There is no exception. No need to be hard on yourself.

I can see that you are sincerely sharing some very important considerations used by the proven super investors around the world; some of the best in my opinion. I am sure many people can learn a thing or two from here.

These things work well and they work all the time, at least in the long term, and surprisingly they also work in the short term of one or two years. Yes, that is my own experience too.

Posted by Icon8888 > 2015-08-01 09:24 | Report Abuse

hei KC read my article !!! I am so flattered !!! Thank you for your kind words !!!