1 person likes this.

139 comment(s). Last comment by boon1515 2019-01-03 23:22

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 09:03 | Report Abuse

hi TanKW, below my list:

1. SHL 5000 units
2. LIIHEN 3000 units
3. PANAMY 500 units
4. KRONO 30,000 units
5. MUDA 10,000 UNITS
6. MYEG 10,000 UNITS
7. WIDAD 70,000 UJNITS (adjust balance here, I think more than 100K)

Thanks TANKW bro.

Icon8888

18,659 posts

Posted by Icon8888 > 2019-01-02 09:06 | Report Abuse

thanks plane, I will take a look at the stocks

happy new year to you

VenFx

14,784 posts

Posted by VenFx > 2019-01-02 09:25 | Report Abuse

Plane, is myeg a better value offer to ekivest now ?

Jester

852 posts

Posted by Jester > 2019-01-02 10:00 | Report Abuse

Hi Mr Tan, I would like to participate in Stock Pick Challenge 2019. I have participated in year 2014 to 2017 but not 2018 (I sat out of the 2018 market).

Over the years, I focus to pare down my losses from 2014.
Target for 2019 would be 10% returns.

Picks:
--------------------------------
VS - 15%
CCMDBIO - 20%
MATRIX - 15%
UCHITEC - 15%
MAGNI- 10%
TAKAFUL - 15%
ALAQAR - 10%

Note to self:
---------------------------------
Historical Returns in i3 contest:
2014: -13.50%
2015: -2.51%
2016: 23.89%
2017: 10.52%
2018: NA (Did not participate)

I'm still a novice in investing and hope to learn again with everyone in 2019. Good luck all.

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 10:25 | Report Abuse

Dragon. How u know im not curutman himself. Hehehe

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 10:25 | Report Abuse

No one look at panamy at all. Disappointing

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 10:26 | Report Abuse

For me myeg got better upside than ekovest. So decided this yr. No ekovest. Next yr i will pickup ekovest

VenFx

14,784 posts

Posted by VenFx > 2019-01-02 10:27 | Report Abuse

Copied n thx.

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 10:28 | Report Abuse

Dragon, whatever i pick also u can say i copy or follow others. What can i say. How u know curutman not following me instead. Hehehe

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 10:29 | Report Abuse

I got othrr stocks in mind. But decide to cut those. Perstima, harrison all at good entry. Price. Upside perhaps thoseni pick might be better for 2019?i dunno.

VenFx

14,784 posts

Posted by VenFx > 2019-01-02 10:32 | Report Abuse

Plane gor, which property under your kiv list ?

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 10:33 | Report Abuse

First few days alredi down. Got 1 sifu teach me before. First 3 days of year if continue down, statistics shown tht yr will be bad.. I hope the mkt not tht bad this yr.

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 10:33 | Report Abuse

Property i still avoid. If you see my pick, SHL my fav now. Hehe.

VenFx

14,784 posts

Posted by VenFx > 2019-01-02 10:36 | Report Abuse

Usually i will hope to see a market rebound and reverse from downtrending as a positive sign of 6 months ahead to Property sector...

Dont know it still work not ?

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 10:38 | Report Abuse

Property wait for bnm cut rates.

VenFx

14,784 posts

Posted by VenFx > 2019-01-02 10:39 | Report Abuse

Yaa , i saw u mentioned it to be below 4% somewhere.

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 10:45 | Report Abuse

Just mkt talk. If gdp growth less than 4%,bnm very likely to cut rate

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 10:46 | Report Abuse

Aiyo, dragon. U too young. My sifu is Dr. NEOH. u kenal not.

VenFx

14,784 posts

Posted by VenFx > 2019-01-02 10:47 | Report Abuse

Ok... dragon,
Hope u r doing good in 2019 again.

qqq3

13,202 posts

Posted by qqq3 > 2019-01-02 11:08 | Report Abuse

donovan is sifu OTH's sifu....bigger snake....

Posted by Choivo Capital > 2019-01-02 11:11 | Report Abuse

4. KRONO 30,000 units
Hmm this one, im wondering why not timecom instead, more resilient earnings, similar valuations, and timecom data centre, i think should be better.


5. MUDA 10,000 UNITS
Bluesky policy, if betting from earning punt, should have decent probability gua. Only thing is biz is not good, but if one year bet, should be not too bad.


6. MYEG 10,000 UNITS
Hmm looks very interesting, im not sure if the govt will be able to remove MYEG from the system. They are so ingrained. But alot of MYEG earnings is from foreigner registration, not sure if they will get hit from this.


7. WIDAD 70,000 UJNITS (adjust balance here, I think more than 100K)
This one, EPS is going to rubbish. But you get that big earning growth which may fry up the stock, despite the foolish i think?




Sorry, cant help but study abit haha. What property co you looking at paperplane?

x3mg33

133 posts

Posted by x3mg33 > 2019-01-02 14:23 | Report Abuse

2019 STOCK PICK: x3mg33 (2018 2nd placing)

PERC%
HLIND 28.9%
MAYBANK 9.5%
UCHITEC 8.4%
NEST 14.7%
HEIM 14.3%
AJI 11.6%
SCIENTX 4.9%
AEONCR 7.6%

TOTAL 100%

thanks!

x3mg33

133 posts

Posted by x3mg33 > 2019-01-02 14:33 | Report Abuse

2019 STOCK PICK: x3mg33 (2018 2nd placing)

UNITS PERC%
HLIND 3,400 28.9%
MAYBANK 1,000 9.5%
UCHITEC 3,300 8.4%
NEST 100 14.7%
HEIM 700 14.3%
AJI 600 11.6%
SCIENTX 550 4.9%
AEONCR 500 7.6%

TOTAL 100%

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 19:36 | Report Abuse

Im waiting mrk2a. He is superb. Almost every yr top 10 for sure. Geng

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 19:36 | Report Abuse

Chiovo. Look at my pick carefully. SHL.

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 19:39 | Report Abuse

Chiovo, study a company in more details. Perhaps 5 years rolling. Myeg depends on foreigners biz? U sure ah

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 19:41 | Report Abuse

U guess wong the founder is smarter or. U smarter? I guess the founder knows much more than me. Even though i dun like him goreng stocks.

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 19:44 | Report Abuse

Myeg. TP for me 1.20. If no more additional impairment. By yr end rm2.

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 19:46 | Report Abuse

Dont underestimate Wong. He is one hell of smart guy. He is ahead of curves. Blockchain! Never underestimated blockchain! If. Implement correctly, the Malaysia finance world can be their clients.

JayC

1,302 posts

Posted by JayC > 2019-01-02 19:51 | Report Abuse

JayC 2019 pick
1. Ptrans-wa 20%
2. Supermax 20%
3. Krono 20%
4. JHM 20%
5. D&O 20%

sorry very busy lately. now only free to post my pick for 2019

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 19:54 | Report Abuse

Wah, JayC. Nice pick.

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 19:55 | Report Abuse

Jay C, you and Jay same person? Jayloh.

JayC

1,302 posts

Posted by JayC > 2019-01-02 19:58 | Report Abuse

i dunno any jayloh or jay.

paperplane

21,659 posts

Posted by paperplane > 2019-01-02 19:58 | Report Abuse

Lol. Then u loh Jlo?

Tan KW

1,408 posts

Posted by Tan KW > 2019-01-02 20:44 | Report Abuse

@JayC the stock price have to more than RM0.10



JayC JayC 2019 pick
1. Ptrans-wa 20%
2. Supermax 20%
3. Krono 20%
4. JHM 20%
5. D&O 20%

sorry very busy lately. now only free to post my pick for 2019
02/01/2019 19:51

JayC

1,302 posts

Posted by JayC > 2019-01-02 21:32 | Report Abuse

Ok, i have made some changes

@JayC the stock price have to more than RM0.10

JayC JayC 2019 pick
1. QES 20%
2. Supermax 20%
3. Krono 20%
4. JHM 20%
5. D&O 20%

sorry very busy lately. now only free to post my pick for 2019
02/01/2019 19:51

mrk2ca

106 posts

Posted by mrk2ca > 2019-01-03 01:31 | Report Abuse

Hi Mr. Tan, here is my stock Pick for 2019

Hupseng 12.5%
Jcbnext 10.5%
Kgb 15.0%
Luxchem 10.0%
Qes 12.0%
Serbadk 15.0%
Uchitec 15.0%
Wong 10.0%

Thanks

Kh Neoh

17 posts

Posted by Kh Neoh > 2019-01-03 18:52 | Report Abuse

Dear Mr. Tan,
My 2019 stock pick as below:
1. Sime (4197) -20%
2. Pie (7095) -20%
3. Inari (0166) -15%
4. TM (4863) -20%
5. Bjcorp (3395) -25%


Many thanks
Regards

boon1515

422 posts

Posted by boon1515 > 2019-01-03 23:22 | Report Abuse

Dear Mr. Tan
Sorry for late check in, i'm in reserve slot 3.boon1515 (Rank 14 2018)

My 2019 stock pick :-

KRONO 30%
DANCO 15%
DANCO-WB 15%
MYEG 20%
LAYHONG 15%
GENM 5%

Wish everyone heng heng tan dua lui in 2019!

Thank you

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