Yes. Jaks and Sendai are both high risk punting stocks with operator now trapped looking for scapegoat. Ask kcchongnz and he will tell you by all means avoid buying stock with BS (bullshitting) advocated by stockmanmy...........
Don't hold on to Jaks and Sendai. Donald Trump tsunami is now here. Very likely there will be a Black Monday for NYSE. Equally probable another Black Tuesday for World Market.
To hold on to these two stocks will probably see you fortune halved by the end of next Tuesday trading......
Bj Auto has the iconic Mazda CX 5. But be careful of headwind as Bank loans for both houses and cars are stringent
As for Magni Tech it should benefit from its paper processing job like Muda & its 5 garment manufacturing plants in Vietnam. More so because TPP enables Viet & Malaysia garment exports to be very competitive. And Eastspring is holding Magni Tech
1. Are you suggesting Nestle is too high to buy now ? 2. Most, if not all, companies have share disposal by directors at some point in time including public bank. Even Facebook directors are selling FB shares. 3. China power is FULLY responsible for the construction of the power plant. 4. Any of the vietnam power plants gone bankrupt ? Vietnam is so hungry for electricity power now. 5. A US power company goes bankrupt. So will everyone else ? 6. Mudajaya has its unique problems especially after change of state government. If mudajaya is role model for IPP, then ALL IPP power plants will fail.
A more direct criticism on Jaks' Hai Duong plant itself will be more informative. Laying out reasons why the US$1.87b power plant cannot be profitable will certainly be a more convincing wakeup call to a lot of readers here causing panic selling.
What seems good on paper in foreign mega project always ends bad, really BAD!
Mega Project JV can't escape 3 major Problems: i. Building n Construction problems Assuming this is well taken off, then u hv
ii. Operating Problems n difficulties Not making money is clear cut gone case. Making good money, next problem is sure to happen i.e.
iii. JV shareholders problems 40% stake with foreigner is a good capital size to lots of sharing problem. The controlling holder might whack all the profits. or it could show transparent profits but never declare dividends. Worse still, the giant controlling holder will n always will want to increase paid up capital again n again till the smaller one gives up n forces into gone case !
Ya lo there r pipo making great great fortune of monies in their less sincere ways n they think they rechannel the monies to charity wil 'does it offset the karma'.
my uncle fren bought many rubber stocks in the 60's and 70's kept until broke.all up a few hundred rinnit also didn't sell,in the end all PN 17. jeram kuantan now become tanco and many more I also forgot the name
Those who bought Litrak, Public Bank, Nestle and other good fundamental shares should do very well.
And if you have picked the right ones like Kulim, paramount garden, pelangi, plus, opus, thestore, super enterprize, tmakmur, wangzng, qsr, kfc and others taken private should have done ok.
typical kiasu and kiasi singaporean stray dogs. only badmouth KYY's lousy picks and ignore KYY's good picks. same like how he shows off his winning picks ( out of 100 stocks ) and nvr mention his holland picks ! i strongly support KYY go out and hunt this stray dog down!
I think Airasia should be a great company as world tourism will increase over the years
btw
i was wrong on airasia i thought of its high debt at first. As for Aax i still think its committed debt is too huge for comfort.
And to all others here.
THIS IS A SHARE FORUM
PLEASE BE CORDIAL AND KEEP DISCUSSING IDEAS.
DON'T GO TALKING BAD ABOUT PEOPLE OR CHARACTERS
AS FOR UNCLE KYY CALVIN HAS HIGH RESPECT FOR HIM AND GOT LEARNT A LOT FROM HIM
EXAMPLES ARE
1. HOW HE FOUNDED GAMUDA, İJM AND MUDAJAYA
2. HİSTORY OF MBM R. DR MAHATHİR ALSO İNVOLVED
3. HOW HE FIRST MADE HIS FORTUNE BUYING INTO HONG KONG SHARES AT BOTTOM
4. SHARING ON ONLY EATING FRUIT LIKE PINEAPPLE AND NOTHING ELSE BEFORE LUNCH. GETTING MASSAGE 3 TIMES A WEEK FOR GOOD HEALTH AND OTHER LONGEVITY TIPS.
5. HELPING MANY POOR STUDENTS IN MALAYSIA.
6. DEFENDING AGAINST CORRUPTION AND INEFFICIENCY IN HIGH PLACES.
7. ADMIRABLE ZEAL EVEN AT HIS ADVANCED AGE IN GOING TO VIETNAM TO SEE POWER PLANT AND TO MIDDLE EAST TO SEE SENDAI' S BUSINESS. RIDING A HELICOPTER TO SEE JTIASA PLANTATION LANDS
NOT MANY PEOPLE HAVE LIVED SO LONG WITH SO MUCH DIVERSIFIED EXPERIENCES TO SHARE.
NOW AS CALVIN HAS SAID BEFORE I SAY IT AGAIN:
LET UNCLE KOON SHARE HIS VALUABLE LIFE EXPERIENCES IN THE SHORT HISTORY OF MALAYSIA TO ALL i3 FORUMERS.
SO MANY OTHER EXPERIENCES WILL BENEFIT ALL.
CALVIN HAS NO PERSONAL ILL WILL BUT ONLY RESPECT FOR UNCLE KOON
BY THE WAY I MUST CONFESS I MADE RM1,000 FROM UNCLE KOON TIPS ON XINQUAN
I BOUGHT XINQUAN WHEN IT DROPPED TO 40 SEN. ONLY 10,000 SHARES AT RM4,000.
I SOLD OFF XINQUAN WHEN IT REBOUNDED TO SLIGHTLY ABOVE 50 SEN FOR ABOUT RM1,000 PROFIT.
TYVM UNCLE KOON.
I WAS LUCKY TO HAVE MADE SOME IN XINQUAN. OF COURSE THIS IS NOT WHAT I WOULD NORMALLY DO AS A VALUE INVESTOR.
SO TO ALL HERE.
BUY AND SELL AT YOUR OWN DISCRETION.
PLEASE DON'T BLAME UNCLE KOON, CALVIN, OTB OR ANYONE FOR YOUR GAIN OR LOSSES.
As for Btoto and Bat i think these vice stocks are addictive. But Btoto will be impacted by illegal gambling and Bat due to high duties will encourage more cigarette smuggling from Indonesia.
As a rule stick to Value stocks that are defensive. Best if they have moats
Alex™ Actually... Itu bjcorp Ada toto inside also... I just realised after I bought my bjland... 04/04/2018 22:40
Well, I don't buy into pure gambling stock directly. I bought Bj Corp because of its Huge Assets backing.
And 7 Eleven got sell liquor & cigarettes also. Hotels like TAGB got provide liquor to guests?
MphbCap also got magnum
So how if we want to avoid all? Then just put money in FD
But Public Bank, May Bank also lend money to Hotels, Companies dealing with liquor/ cigarette also borrow money from them. So our FD is used indirectly to finance these Companies?
Posted by Ricky Yeo > Apr 5, 2018 08:47 AM | Report Abuse
If you manage to read most of KYY articles on HY you will know facts and figures don't tell a shit. Fact and figures doesn't speak, it has to be presented by the person in the way that align with his own interest.
Half a year ago, when HY was roaring, KYY and many others will present you with positive facts i.e high crack spread, low P/E, high growth, earnings growing, and even comparing it to Nestle to emphasis the case.
Half a year later, with HY in a dramatically 'opposite' situation, KYY present you with the facts that earnings this year will not be as good, no growth prospect, low P/E is the past not future etc. So much for the facts that change in 6 months.
Get this. The facts (objective truth) rarely change in the span of 6 months. It is how the person choose to sing the tune. All of these facts are correct, there is no contradiction, future is inherently uncertain, it is just a matter which facts get presented. What has changed is the subjective confidence, not the objective truth. 6 months ago, everyone is hyped up by the share price, hence rosy stories are the way to justify it (human seek certainty). Today, it's the opposite. People sing different tune base on the movement of the share price. Therefore, breaking the rule: When calculating value to challenge the stock price, beware of using price in the calculation (by Stephen Penman). Share price can be a source of influence or a source of information. It has been a source of influence back then as it is right now.
Has the fundamental changed in 6 months? Perhaps, but I would say barely. But the sentiment certainly does, in 180 degrees. This goes back to something I stress about - you can have the all the facts and figures at the back of your hand, but it won't matter if you can't use what's between your ears. Learn how to think well will help you filter out many useless things and focus on what really matters.
UNCLE KYY IS EXPERT
WHEN HE WANTS HENGYUAN (HANG JOHN LU) UP HE WRITES GOOD STUFF. ALL GREEDY SORCHAI CHASED HIGH HIGH!!
AFTER UP AND MADE A KILLING ON HENGYUAN (John Lu hanged) HE THEN WRITES BAD STUFF. ALL GREEDY SORCHAI TRAPPED!!!
SAME APPLIES TO JAYATIASA. WHEN JTIASA WAS RM2.60 - SING ITS PRAISE
AFTER SELLING TO GREEDY SORCHAI & JTIASA CRASHED 60%? NO MORE PRAISE BUT WRITE BAD STUFF ON JTIASA. ALL DIE IN JTIASA KAW KAW
SO LISTEN! LISTEN! LISTEN!!!
UNCLE KYY COMMANDS FEAR & RESPECT LIKE ROBINHOOD OF OLD WHO ROB THE RICH TO HELP THE POOR!) . HE IS OUR HERO ROBBER KOON (ROB ALL GREEDY SORCHAI IN JAKS & SENDAI & HELP POOR POOR STUDENTS!!!)
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
ks55
4,212 posts
Posted by ks55 > 2018-04-02 23:09 | Report Abuse
Yes.
Jaks and Sendai are both high risk punting stocks with operator now trapped looking for scapegoat.
Ask kcchongnz and he will tell you by all means avoid buying stock with BS (bullshitting) advocated by stockmanmy...........