5 people like this.
309 comment(s). Last comment by stockraider 2019-01-26 12:18
Posted by stockraider > 2019-01-23 16:20 | Report Abuse
It is not hope u can see for yourself the success mah....!!
1. Just inari 19% that insas own is more than exceed the whole insas mkt capitalization loh...!!
2. Insas is sitting on a nett cash of Rm 300m mah...!! He did not sapu any monies loh...!!
3, Recently insas pays decent div with yield of around 3% pa this is even higher than nestle div yield of only 2.5% pa.
4. He has grown insas NTA to rm 2.54 per share and he has steer insas to a track record of 10 yr annual growth of shareholder fund without fail loh...!!
5. He has help insas to achieve a decent latest eps which resulted insas having an attractive PE of 6x loh...!!
6. He even relinquish his executive position to allow his captain Mr Wong to take charge of Insas loh...!!
Mr Thong is one can be consider one of the best 5 star ivy league investment banker, the best msia ever had loh....!!
Posted by qqq3 > Jan 23, 2019 04:08 PM | Report Abuse
selling raider hope.
Posted by qqq3 > 2019-01-23 16:27 | Report Abuse
ask them to give u some Inari shares la.
Posted by stockraider > 2019-01-23 16:33 | Report Abuse
i m comfortable they can create more & more value on inari...no need to so kencheong bcos they only own 19% mah...when the right time come insas share price can double or even triple when they decide to distribute inari share mah...!!
Posted by qqq3 > Jan 23, 2019 04:27 PM | Report Abuse
ask them to give u some Inari shares la.
Posted by qqq3 > 2019-01-23 17:06 | Report Abuse
will not be long before your Insas is a PE 50 stock at 70 sen ......and without any path to growth..........guarantee.
Posted by stockraider > 2019-01-23 17:08 | Report Abuse
Insas investment strategy is not growth but fair value rerating due to insas share price huge discount to its fair value mah...!!
It is totally diff from Growth investment loh....!!
Posted by qqq3 > Jan 23, 2019 05:05 PM | Report Abuse
will not be long before your Insas is a PE 50 stock......and without any path to growth..........guarantee.
Posted by 3iii > 2019-01-24 08:35 | Report Abuse
Benjamin Graham, the founding father of value investing, was the first to recognize the quality problem among equities back in the 1930s.
- Graham classified stocks as either Quality or Low Quality.
- He also observed that the greatest losses result not from buying quality at an excessively high price, but from buying Low Quality at a price that seems good value.
Posted by stockraider > 2019-01-26 12:18 | Report Abuse
With the fast recovery of inari share price, there maybe a fair chance that insas, could be a technology growth stock too, bcos of vast insas exposure on inari....the investment of insas on inari has appreciated more than the whole insas capitalization mah....!!
Just sit n relax and watch the opportunity of insas, the best margin of safety stock....insas hathaway loh...!!
U can just buy insas instead of inari mah....!!
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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....
stockraider
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Posted by stockraider > 2019-01-23 16:07 | Report Abuse
He is a change man of late mah...!!
Posted by qqq3 > Jan 23, 2019 04:03 PM | Report Abuse
don't buy from Thong Kok Kee.....its a night mare he is selling....