Chill la Yi, salesman are everywhere. You can fend one but you cannot them fend all, might as well just ignore them. Lol why you so gek sam with Gkent for? Satu analysis wrong does not mean all your analysis wrong ma. I actually enjoy your articles a lot, it reminds me not to be overly optimistic during good times, and not to be overly pessimistic during bad times. Howard Marks' Second level thinking.
Agreed with Yistock. The CRC producers are certainly enjoying good profits as a result of Magasteel ceased its operations. Will they enjoy full reduction of lower HRC price through import from overseas? I believe some CRC producers would try to increase their production to highest possible so as to benefit from higher economy of scale. What would happen to the price of CRC's end products? Of course, the prices would drop as output quantity higher. The CRC producers are still able to enjoy windfall but may not be so high from back of the envelope calculation.
Ezra bro, i never felt gek sam with gkent as i don't feel my analysis is wrong. In fact my estimation for next 3 years eps not running far from hongleong report. The bank said target price 3.23 in 2018...but gkent now almost near target price but we still in 2016.. I'm happy for u bro...i used gkent to tell readers that if banker want push, all points become in valid.
Next monday mycron may break rm 1.2...cscsteel rm 2.2..choo bee 3.2...if banker want..:-)
@Yi - Oh sorry haha, I thot you were gek sam because I noticed you mentioned Gkent twice in your articles. Misunderstood haha. Regarding banker push or not, we don't really have a say on that. We are just small fish in the sea of bursa, agree no? :) All we can do is if you think it's overvalued for now, stay cautious. Common economic theory suggested that either the prices have to come down, or the earnings must go up. If the prices don't come down, then earning has to come up. For gkent, they got another new contract recently, I haven't update my research for some time due to busy with work, let's chat about it when I do.
I'm very happy for you too Yi. Your gains in TGUAN and others are exceptional. I've learned a lot from you. Gambateh brother!
Yeah yeah....the real mastermind behind the market. Being a mastermind is so siok to move the market and he doesn't need to be a super investor...wakaka
One is enjoyed earning money diam diam being a mastermind and the other one is enjoying publicity. Both has different preference...very good combination.
Theme plays come n go....from 1990an shamsuddin etc then china investment theme then secondboard then y2k then plantation then oil n gas then property then export co n now steel co....dont worry the party is always there....
we all can comment a thousand times here...but KYY always shoot straight to the Top Articles list....no matter what compelling argument & logics we present....KYY's word is final.
Yeah. Murali sifu. I got to follow koonbee too....to earn a bit coffee money. But miss CSC this time cause of TA. Luckily, strike a consolations in MASteel and Mycron.
what about yistock dissect those f.statement to eliminate those bombardment in i3. mosty people would prefer your own view and details analysis rather than snap and pick others to discuss. it is definitely spark some reflection fr those steel horse lover.
yistock. continue your valueble blog to clear their midst.
Ah chee ah chor man is buying C______ yet dun dare to let ppl know the full stock name.Some more want tip me now,wakakaka.Go home train for 20 more yrs and come back lah,lest you lose your underwear.
hmm...how can i hold different view but is still buying? Weird.. Anyway, you are very right, coldeye practice 40 years still dare not sound like you... you must be god...
klee Ah chee ah chor man is buying C______ yet dun dare to let ppl know the full stock name.Some more want tip me now,wakakaka.Go home train for 20 more yrs and come back lah,lest you lose your underwear. 17/09/2016 11:30
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Posted by probability > 2016-09-16 17:54 | Report Abuse
Yistock...are you having some beer session with CP Teh?