24 people like this.

57 comment(s). Last comment by kcchongnz 2016-01-09 19:25


690 posts

Posted by master_tan > 2016-01-06 08:32 | Report Abuse

Uncle Icon, good work. I would suggest you include AEMULUS in your list of coverage. My analysis show that this company has potential to shine in year 2016.


973 posts

Posted by noobnnew > 2016-01-06 08:39 | Report Abuse

Sifu Icon, uncle koon Jaya Tiasa rise a lot recently.


5,802 posts

Posted by r°Moi > 2016-01-06 08:42 | Report Abuse

I guess it was not to be.... the one that I followed you closely was Rex Industry... fate la... or maybe it was done during your early days...

But this is 2016 now... I will follow you and see... Icon8888... the Great Filter


229 posts

Posted by samgross > 2016-01-06 08:42 | Report Abuse

Icon, good effort for this summarize...good job


11 posts

Posted by khingjoo > 2016-01-06 08:45 | Report Abuse

He is the one who is able to differentiate the truth. Will be following closely his articles.


229 posts

Posted by samgross > 2016-01-06 08:47 | Report Abuse

Comcorp will hit rm0.90 above by today

JT Yeo

1,636 posts

Posted by JT Yeo > 2016-01-06 08:50 | Report Abuse

Icon just my opinion. As everyone is aware, you are a value guy. When you do those stocks writeup, those list of stocks are generally 'cheap' & has 'low expectation' if not undervalued, because I do not study all of them. To use your list of stocks to proof the theory that 'profit increase lead to share increase', and as we all know, it is a positive correlation. It proof the theory applies to reality.

But if you use that theory and applies to a bunch of high PEs stocks, that is when the theory is very likely to generate a very different outcome in real life and fall apart.

And now to people that just take KYY golden rule at face value, they dont really look at all these, they will think 'oh topglove will grow, public bank will grow, lets buy it' So it become indiscriminate that what people call 'buy at any price, as long profit is growing'. And I say it many times, public bank profit will grow whether you buy it at RM1 or RM100, but your investment return on one end is beggar and another end is millionaire. That is the problem with this golden rule.


18,658 posts

Posted by Icon8888 > 2016-01-06 09:33 | Report Abuse

Your point is valid. I think Uncke Koon is aware of the issue too. I can see he inserted the wording "preferably with reasonable PER". It wasn't there in the 2014 version


1,396 posts

Posted by lching > 2016-01-06 09:45 | Report Abuse

well writen.

Posted by Jonathan Keung > 2016-01-06 09:50 | Report Abuse

there is no wining formula. even warren buffee was wrong in investing Amerian Airlines. there are times you are spot on the counter but due to reasons beyong your control timing is off. even a long term investor ( 3-5 )years may not see the result. we mere mortals holding period are even shorter. Envron is a classic example where too big too fail. Lehman bros is another classic case. Coming closer to home is Peter lim (Singapore) invested 1 Million Shares ( SGD ) in Wilmar 1996. sold off the block for 1.5 BIllion . that one is a lucky shot. happy trading


5,723 posts

Posted by murali > 2016-01-06 09:58 | Report Abuse

There is no 100% winning formula..

But still there are winning formulas...if 7-8 out of 10 of yr picks (from yr winning formula) could make money then u are very very geng oredi...

kl foong

421 posts

Posted by kl foong > 2016-01-06 10:01 | Report Abuse

Icon, well written n analysed.
Keep it up.


181 posts

Posted by kenz > 2016-01-06 10:47 | Report Abuse

Icon8888, great article. Well written. Great job.

Posted by giftformother > 2016-01-06 11:25 | Report Abuse

Thank you Icon kor-kor.You are 68 and I am 67.I started learning to trade shares at 40.My most memorable trading experience was buying SIN HENG CHAN at RM12 and selling at RM60 in 1993.Like you I also hope to leave behind a legacy for my children.WISHING ALL A HUAT,HUAT YEAR OF 2016.

Ooi Teik Bee

10,258 posts

Posted by Ooi Teik Bee > 2016-01-06 11:28 | Report Abuse

No point criticize any writer in I3, just learn good and valuable strategies from the writer and we perfect it. It can be used to improve our performance in KLSE.
I learn a lot from all sifu in I3.
Thank you.


124 posts

Posted by Jeffbkt > 2016-01-06 11:40 | Report Abuse

Dear All,
In i3, We are here to help the investment community by sharing the investment knowledge and not to curse each other. No one is GOD here. For those who recommend stock in i3, please also has the courage to admit mistake if the stock is not performing as expected and move on. For those who follow the buy call, please always remember that you are the one who are responsible for your decision. Do not blame others. It is not easy to recommend a buy call as there are so many factor that can impact the share price which is beyond our control.

AhSook AhKou

1,296 posts

Posted by AhSook AhKou > 2016-01-06 11:47 | Report Abuse

Couldn't disagreed with Sifu OTB ....... indeed just like how we teach our children - "remember the good and forget the bad" !! We r no perfect n how can we hv "perfection" !!! Is much easy to shoot at the back than in the front ............ so let's carry on to learn together n hopefully for some it will make a diff for other gahhhh !!! Happy & Healthy & Prosperous 2016 . Happy trading too

Posted by sahamewah128 > 2016-01-06 11:53 | Report Abuse

I just subscribed to I3 last month and find your article informative, interesting and valuable for small retail investors like me. sifu Koon's theory works generally well if the reported numbers are not exaggerated or falsified. I had fallen victim to companies like Transmile and NamFatt which reported fictitious revenue and profits. Since then, I am vary of companies whose directors I have lack of confidence, especially China companies listed in Bursa such as Xinquan, CSL etc. thank you for sharing your experience and knowledge of companies listed in the Exchange


852 posts

Posted by Jester > 2016-01-06 11:54 | Report Abuse

Oh my. This is such a good read. Clash of The Titans series are wonderful bro Icon8888. Great job and I wish you success with your kindness in sharing those knowledge bombs.


AhSook AhKou

1,296 posts

Posted by AhSook AhKou > 2016-01-06 11:58 | Report Abuse

Thru reliable sources say few "top 30" holders for XingQua had begun to offload batch by batch ????


1,964 posts

Posted by kk123 > 2016-01-06 12:04 | Report Abuse

Well some of the observation/comments is correct/good especially on hexza while some is base on assumptions
Hexza is a good company , net cash company with ample cash - somebody already writing on it , and discovered this gem.
It was insider Asia stock feature and also written by another blogger

kl foong

421 posts

Posted by kl foong > 2016-01-06 12:09 | Report Abuse

Mr OTB, fully agree with u.


88 posts

Posted by Earth > 2016-01-06 12:40 | Report Abuse

I really learn and gain knowledge every time i read your articles. Thank you very much Icon8888.


2,286 posts

Posted by Desa20201956 > 2016-01-06 12:43 | Report Abuse

Its called conviction when right and win big
also called stubborn when wrong and lose big


11,670 posts

Posted by JN88 > 2016-01-06 12:51 | Report Abuse

Many people said investment forum very dangerous, so far i3 is the best and most updates and most honest forum to all.

Tapi, there is no free lunch!!!can't 100% people here with good intention more than 50% is bad intention. Happyly to see the good one to kick out the bad one.

Learn from all people. The thing quote from koon I think good and learn from him is:

Rule number 1: The profit for this quarter must more than last quarter. More ? 1m ?2 m30m ?100m? Consider more? Yourself decide.

Posted by goreng_goreng > 2016-01-06 12:59 | Report Abuse

I give a like to the old man picture bro Icon8888.


1,964 posts

Posted by kk123 > 2016-01-06 13:01 | Report Abuse

Icon is the old man in the picture


12,095 posts

Posted by 3iii > 2016-01-06 13:32 |

Post removed.Why?

Ricky Kiat

1,356 posts

Posted by Ricky Kiat > 2016-01-06 18:10 | Report Abuse

Great article, Thumb up ...


173 posts

Posted by zefftan > 2016-01-06 18:35 | Report Abuse

satu like untuk icon8888 sifu


21,473 posts

Posted by paperplane2016 > 2016-01-06 23:56 | Report Abuse

Chin cai write....simply write


21,473 posts

Posted by paperplane2016 > 2016-01-06 23:58 | Report Abuse

Busy masturxxxting


377 posts

Posted by GODinvest > 2016-01-07 00:17 | Report Abuse

Media prima profit growth 133%? Hmm

Posted by William Fredericks > 2016-01-07 01:03 | Report Abuse



2,286 posts

Posted by Desa20201956 > 2016-01-07 01:11 | Report Abuse

Its called conviction when right and win big
also called stubborn when wrong and lose big

Final results are based on strategy and stock picking skills.
First, most people really got no strategy one.
Secondly, on stock pickings, and buying and selling decisions,
the losers says Yes too often.
the winners rarely says Yes


2,797 posts

Posted by i4investor > 2016-01-07 10:42 | Report Abuse

timing is the key to success...good stock wrong timing also cannot up


2,286 posts

Posted by Desa20201956 > 2016-01-07 10:46 | Report Abuse

that's why it is called stock picking skills, not just good stocks.
of course if you got great marketing departments like i3, it helps.

<Posted by i4investor > Jan 7, 2016 10:42 AM | Report Abuse

timing is the key to success...good stock wrong timing also cannot up>

Kevin Wong

416 posts

Posted by Kevin Wong > 2016-01-07 14:20 | Report Abuse

some believe its almost impossible to reliably time mkt over the long term, they believe the key is to stay almost or fully invested in growth/value stocks at all times.

but so long one is happy, making $$ and harm nobody...no right or wrong method.

Good luck everybody!

Posted by Jonathan Keung > 2016-01-07 14:26 | Report Abuse

nobody is perfect. whatever we do keep it professional. share our ideas and thoughts. at this forum. there are good vibes and bad vibes. just filter out the bad vibes and keep the good vibes. happy trading


2,286 posts

Posted by Desa20201956 > 2016-01-07 17:44 | Report Abuse

Uncle Koon's Obsession... He has the track record and the skill set to handle it.

Now, every small time investor also want to be Uncle Goon ....the rage is on, it has even spread to the investment community in the analysts community. Nobody wants to miss the game.

When the market turns , everybody don't know what to do The analysts community just write reports, it is not their money. And they don't have the skill set to handle it.

To cut a long story short, there is no single rule...if there is it would be quickly arbitraged away and next time, somebody will invent another magic formula for short cuts. hahahaha

Posted by Pakcik Saham > 2016-01-07 18:41 | Report Abuse

Icon8888, good afford to research & analysis. I can study further to select above stock.


124 posts

Posted by xncziyi44 > 2016-01-07 21:31 | Report Abuse

fair comments well analysed report n researched done n covered enough.all good intentions and hard work given on research n diligent,little luck has a part in mans play.


304 posts

Posted by nakata > 2016-01-08 00:34 | Report Abuse

Hey Icon8888, mind to share how we could get info that you used in appendix?


105 posts

Posted by 3EMWE > 2016-01-08 01:11 | Report Abuse

no single ratio is perfect but rather ratios should be use collectively to give a bigger picture to the puzzle.


18,658 posts

Posted by Icon8888 > 2016-01-08 05:40 | Report Abuse

Nakata the info is tracked down one by one. I know the date I wrote the articke, so I dug out the price, the latest previous Q profit (when article published) etc

Mat Cendana

2,326 posts

Posted by Mat Cendana > 2016-01-08 12:39 | Report Abuse

@Icon8888 Thanks for this very useful and informative post. Plus your analysis. This is something which requires a lot of time and energy, not to mention a lot of brain power. Whether an individual agrees or not, and to what extent, is secondary. But I must say that this kind of post adds value to i3investor. Makes it worth the time to come here. You get an "A+" for your efforts. Very much appreciated.

Posted by tuniamasingh > 2016-01-08 12:41 | Report Abuse

Uncle Koon is the best......


11 posts

Posted by khingjoo > 2016-01-09 11:18 | Report Abuse

Once again a big Thank You. Your selection of shares for 2015 has been very successful and make a lot of people richer in this group. Of course not many people can afford to buy all the shares! Hope some have not selected the under performing shares.


6,674 posts

Posted by kcchongnz > 2016-01-09 19:25 | Report Abuse


I feel a little strange that why you exclude those stocks below which can be explained away from your already small sample size.

"Of the remaining 8 stocks that the price hasn't gone up proportionate to profit growth, 7 stocks can be explained away (blue highlighted), only 1 stock cannot (yellow highlighted)."

For example,

"WTK - Before profit growth, the stock traded at high PER (backed by high net assets per share). Strong profit growth only brought PER down to a more reasonable level. As such, investors did not chase the share price up substantially."

The above exactly explains why strong profit growth is not necessary follow by share price increase (unless it is being gorenged), because this profit growth has already known by insiders and their friends that the share price has already gone up way before the announcement of strong profit growth.

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