Posted by goyangkaki > 2017-05-29 15:09 | Report Abuse

great analyse.. that is actually inline what i shared with some of my friend.. Hexza still making money for this quarter :)

Posted by LingLing8 > 2017-05-30 12:45 | Report Abuse

一流的文章！但又有多少人能够明白？给它压下来，panic selling那种，还有谁敢买？之前那些一而再，再而三喊买的应该都走了。只可惜你不是大户。只可惜我不是大水老，要不然一定找你做军师。真的“恨铁不成钢”！

Posted by bugle > 2017-05-30 13:28 | Report Abuse

Tq for your comments. 左手买，右手卖；有人卖，就有人买。为什么说没有人敢买？ 买卖的人可以有不同的想法，但也有可能是同一个人/同一个团队。只是局外人看不透而已。人家买卖，那是人家的事。重点是：你自己敢不敢，时机对不对。是的，恨铁不成钢，但有多少个类似Jaks, Liihen, Latitute, Alcom的例子。有谁想过要把整间公司买下来吗？哈哈哈，说多了。

Posted by LingLing8 > 2017-05-30 14:47 | Report Abuse

哈哈，没多说。您的宝贵意见真让我感觉有点开窍！您的文章和您刚说的，就好像我想不通的一个疑问。我想我大概知道应该如何处理。谢谢您！

Posted by goyangkaki > 2017-07-01 11:55 | Report Abuse

hi Bugle, i still can't find the said the below two values as per your write uP:
1. 6 million on share profit
2. 4 million on burma power plant profit

can you please help to indicate it!


many thanks!

Posted by Chong Jiunn Hau > 2017-07-09 18:19 | Report Abuse

hi Bugle, thanks for the analysis. I deep dive into the QR on cash flow. I found that:
1. Company received 1.875m lease income (i think majority from Myanmar)
2. Company sold 18m worth of financial assets (sold 18m share?)
3. Gained 5.4m on disposal of financial assets(realized gain of share sold?)

I think the loss was mainly contributed by the fair value adjustment on financial assets (current share on hand?) RM 4mil and unrealized forex loss of RM 2mil

What is your view on this?