Posted by Desa20201956 > 2016-02-19 15:44 | Report Abuse

what? scared of a review of your work?

that is an analysis not a story teller like you.

Posted by kpfam > 2016-02-19 15:54 | Report Abuse

http://www.bloomberg.com/news/articles/2016-02-12/solarworld-wins-eu-extension-of-china-duties-to-malaysia-taiwan
Die lah if it is affected.

Posted by Jonathan Keung > 2016-02-19 15:55 | Report Abuse

read intelligently think with your head not your hearts.

Posted by tkp2 > 2016-02-19 16:07 | Report Abuse

driver standard article, not worth your time to read.

Posted by Desa20201956 > 2016-02-19 16:15 | Report Abuse

plenty of icon ball lickers in this forum.

Posted by tripleiii > 2016-02-19 16:16 | Report Abuse

Don't b a joker la, what incentives

CHINA HAD BEEN SLAPPED WITH ANTI DUMPING POLICY, MALAYSIA is not, that's why tekseng is making money while others are not, your risk segment is not VALIDDD

Posted by Desa20201956 > 2016-02-19 16:17 | Report Abuse

plenty of icon ball lickers in this forum.....all of them likes to be charmed like little ladies .....

all these Icon ball lickers, fans and disciples....Can I assume none of you like to use your head?

Posted by Desa20201956 > 2016-02-19 16:24 | Report Abuse

why? you all in already so fast?

wait la...by 2018 you will be rewarded.


tripleiii > Feb 19, 2016 04:16 PM | Report Abuse

Don't b a joker la, what incentives

CHINA HAD BEEN SLAPPED WITH ANTI DUMPING POLICY, MALAYSIA is not, that's why tekseng is making money while others are not, your risk segment is not VALIDDD

Posted by moneySIFU > 2016-02-19 16:32 | Report Abuse

I start to admire Desa already, she/he is like a bull fighter, always fighting here & there. But she/he will be become little kitty when under Mr Koon.

Posted by moneySIFU > 2016-02-19 16:34 | Report Abuse

Desa Past 7 days comments are 298

Mine only 65, how to compare, ganasai, yees

Posted by Desa20201956 > 2016-02-19 16:37 | Report Abuse

if you are here to make money.....you got to do real analytic work, not just story telling work



moneySIFU > Feb 19, 2016 04:34 PM | Report Abuse

Desa Past 7 days comments are 298

Mine only 65, how to compare, ganasai, yees

Posted by Icon8888 > 2016-02-19 16:40 | Report Abuse

Small man talk big... RM20k portfolio talk like high net worth...

Posted by tkp2 > 2016-02-19 16:54 | Report Abuse

I suspect his RM20k also withdraw from EPF account wan, driver where got saving

Posted by Desa20201956 > 2016-02-19 16:55 | Report Abuse

the story teller is back....hahaha

there used to be a Li Tai Soa in Rediffusion....is that you?

Posted by Tom > 2016-02-19 16:57 | Report Abuse

.....

Posted by paperplane2016 > 2016-02-19 16:58 | Report Abuse

2018 TNB no money to pay more , die?

Posted by profit profits > 2016-02-19 17:04 | Report Abuse

How to explain why VSOLAR another company in solar panel business until today price like shit ? Hope to get experts' opinions and views. TQ

Posted by Desa20201956 > 2016-02-19 17:14 | Report Abuse

Have to do more research.
But this Tek Seng solar business also like shit until they got Taiwanese partner some time last year.

Posted by Desa20201956 > 2016-02-19 18:16 | Report Abuse

not 70%....only 50% of Solartech....more die lo.

how to support a fully diluted issued share capital of almost 400 million shares?

Posted by Smart Investor > 2016-02-19 19:01 | Report Abuse

Desa, u go or no go for Tek Seng?

Posted by Desa20201956 > 2016-02-19 19:14 | Report Abuse

I bot a little bit...now I know it is only 50% in solar, I think I will stop already

Posted by Ven Felix > 2016-02-19 19:36 | Report Abuse

No wonder why, Desa recommend Maybank only to i3 fellas. U might be bit cautious in your investment. Nothing wrong on that, pls alert. Their diversification into solar div has been doing very well. Your criterion are way too conservative for a fast booming industrial biz. Taiwan entrepreneurs Are more concern to the OPTIMIZATION LEVEL of their productivity. In order to reap maximum profit from the production scale and to position themselves on a strong base that no other competitors dare to challenge.
If u feel not comfortable to the biz model, juz bet small.
For Tek seng young generation they hv d gut and intelligent to making a strong footing in Asia region at least.
IT IS GOING THROUGH AND TASTE THE FRUITS , NOTHING CAN STOP Tek Seng.

Posted by Desa20201956 > 2016-02-19 22:57 | Report Abuse

Felix.....you need a super bull to bail you out......but super Bulls not that common.

Posted by Ven Felix > 2016-02-19 23:07 | Report Abuse

Try harder pls...DESA .

Posted by Desa20201956 > 2016-02-21 14:04 | Report Abuse

Felix....from all your comments in i3, you need a super bull to bail you out.


You can operate only when there is a super bull.

Posted by Desa20201956 > 2016-02-22 15:15 | Report Abuse

I got 5 lots

Decided to sell them away.....

With a fully diluted base of almost 400 million shares, only 50% interest in that solar project.....it will be lucky to stay around this price for the next 6 months.

With zero net current assets, now they raise $ 30 million to part finance the expansions that needs $120 million, or half of total of $240 million.......even with 50% borrowings, there still need to find another $ 30 million.

Implementation risks are still high, the Taiwanese control the pricing and all major players in this sector not doing well......not worth it.

I am sure I can find better deals.

Some say there is this quota system that depends on who can bribe who in this industry.