Posted by SS Loh > 2023-08-29 07:23 | Report Abuse

Quoted investment is RM 231m,cash at 69m indicate it is dam rich counter. Based on current price of 85sen,dividend yield is almost double compared with FD.
With regard draw down of cash and equivalent from 80m to 70m,the 10m was used to purchase equities if you read the full financial report.
The fair value gain of investment is reported as revenue not as profit but it is an asset, that is why NTA has gone up to RM1.72.

Posted by LubeTrader > 2023-08-29 10:39 | Report Abuse

Fair analysis of the QR. At least the management has the foresight to invest their retained earnings to generate profit when the traditional core business is not doing well. Alternate revenue stream. Every business has it's ups and downs, so I wouldn't jump the gun and condemn the company.

Posted by Batman888 > 2023-08-29 15:17 | Report Abuse

This is my dv generate counter for many years. 5c is decent i ll continue top up and h9e

Posted by dompeilee > 2023-08-29 18:00 | Report Abuse

Re-entered the stake that I partially SOLD on the last day b4 ex-divvy...have been trading profitably in & out of this fella since 2014 AND receiving all the dividends since then...🤗

Posted by dompeilee > 2023-09-13 18:59 | Report Abuse

Paper profit on my average cost of 83.61c...100% win record ongoing... Plus juicy dividend upcoming! 🤗

Posted by GHOSTVISION > 2023-09-30 00:14 | Report Abuse

The Ghost.

The Ghost made 20cents from 75-95 recently. Sufficient to carry ourselves to 2024 with plenty surplus.
The Ghost is slowly preying on another lookalike with strong rebound capacity & capability.

Follow us, the GHOST.

The Ghost.

Posted by chankp7010 > 2023-10-17 14:33 | Report Abuse

Buy Hexza and keep this counter for 2-3 years, you might earn even more than 30-50% from your purchase price.

Posted by Albukhary > 2023-10-17 14:43 | Report Abuse

No doubt Hexza management team is very good in US stock investing.
However, this kind of continuous investment strategy will not benefit the shareholder.
No matter how many million he earned, he will just continue invest, he is not going to distribute the profit to you.
So you will see the NTA increase every quarter, but the share price will not move up much, as the dividend is remain low. After few year when NTA reach to RM3, the share price maybe still hang around RM0.80 - 1.10, if the dividend remain 3-4sen.

However, if Hexza is a unit trust, then it will be good, because unit trust price is based on the daily NAV

Posted by Batman888 > 2023-10-18 22:04 | Report Abuse

Pbb research house give tp1.2. All in Hoot9e lo

Posted by dompeilee > 2023-11-10 09:36 | Report Abuse

$1 as I predicted!!! 🤗

Posted by pap9163 > 2023-11-10 10:01 | Report Abuse

RM1.00 any good news

Posted by LubeTrader > 2023-11-10 10:30 | Report Abuse

Continue to collect. Plenty of headroom.

Posted by dompeilee > 2023-11-11 09:55 | Report Abuse

Tell that to ze ijits who sold so aggressively from 94.5-96c🤣

Posted by LubeTrader > 2023-11-13 00:36 | Report Abuse

Each person's got his own risk appetite. No absolute right or wrong price to enter/exit

Posted by lcng123 > 2023-11-14 09:54 | Report Abuse

Since Hexza has invested on Symbotic, just look at the Q3 2023 result. Symbotic will announce Q4 result on 20 Nov.
https://www.symbotic.com/about/news-events/news/symbotic-reports-third-quarter-fiscal-year-2023-results/

Posted by lcng123 > 2023-11-14 09:58 | Report Abuse

See what SYmbotic is doing....
https://youtu.be/EAAV9JxdjF0
https://youtu.be/LHZsKgWxK4Q

Posted by elitesinalco > 2023-11-22 17:43 | Report Abuse

Latest QR announcement coming up, what are we looking for and what do we expect?

Posted by Batman888 > 2023-11-22 18:08 | Report Abuse

We are looking to H9e

Posted by dompeilee > 2023-11-23 09:42 | Report Abuse

At SYM's closing price, the paper gain on just the recently purchased 300k shrs (the disclosures seem to imply that they bought more in Apr & Aug) is over 10c per shr.

Posted by Albukhary > 2023-11-24 13:51 | Report Abuse

Gain from SYMBOTIC = 300,000 x USD13 (average paper gain) x RM4.70 = RM18mil paper gain,

RM18mil / 200 mil share = 9 sen increase in NTA

Posted by Albukhary > 2023-11-24 17:27 | Report Abuse

Question: The first batch of Nvdia share (18,000 units) was disposed on 29 Sep 2023, and there is a gain of RM29.mil.

Why the realized gain was not take into account for Q3'24 (30 Sep 2023)

Posted by dompeilee > 2023-11-24 17:45 | Report Abuse

As I suspected, the gain from shr trading would NOT be reflected & so I SOLD 2,000 that I speculatively bought in the margin a/c @ 96c for $1 today, correctly forecasting that the likely tepid non-shr trading results would be released after today's close! TY to Hexza for the Coffee Bean & Tea Leaf $...on top of $1,294.57 dividends from '14 till '22! 🤗

Posted by Albukhary > 2023-11-24 17:57 | Report Abuse

Is it because when they sold the NVDIA share, they immediately bought into SYMBOTIC.
So they treat it something like switch counter, so no gain of disposal was take into account.

Posted by Albukhary > 2023-11-24 17:59 | Report Abuse

Well, interesting, learn something new today, as I am not familiar with US stock regulation or US accounting treatment.

But anyhow, if anyone here who is more professional on this type of issue, please welcome to share your opinion here.

Posted by Albukhary > 2023-11-24 18:03 | Report Abuse

When I was young, I have come across the Robert Kiyosaki book "Rich Dad Poor Dad", and I remember this is one part whereby he mentioned that in US, there is capital gain tax if you made a gain from share market. To avoid paying this tax, what you need to do is to continue invest (Sell A buy B), so the government cannot tax you.

I can't remember the above statement is correct or not, but I think it may related to what HEXZA is doing currently.

Posted by dompeilee > 2023-11-27 07:30 | Report Abuse

Checked all my records since I traded Hexza for the 1st time ever in '14. Admittedly sold too early back then & the max position was always <10k shrs but the total capital gains is $1,867.77 so the CG/Div ratio is roughly 60/40 which at least trumps de facto inflation since dividends alone fall short.

Posted by elitesinalco > 2023-11-29 11:05 | Report Abuse

Question: What happened to the realized gain of selling Nvidia shares on Sept 29 on balance sheet? And also did they have to pay US Capital Gains Tax from the disposal? From my understanding, a foreign registered entity holding US stocks are not subject to cap gains tax in the US, but since Malaysia does not have cap gains tax they are not required to pay from the sale of Nvidia? Any advice .. thanks.

Posted by stockraider > 2023-11-29 12:53 | Report Abuse

Latest 007 investigator report shows Hexza still holds 20,000 of nvidia shares mah!

Posted by Albukhary > 2023-11-29 19:34 | Report Abuse

Really, then based on USD470 x 20,000 units x RM4.65 = RM43.7mil

Posted by Poh Chye > 2023-12-02 07:54 | Report Abuse

what about the FX gains.....should be a fair bit

Posted by stockraider > 2023-12-03 10:22 | Report Abuse

Stay on course loh!
Very good investment stock & pay good div too mah!

Posted by stockraider > 2023-12-03 10:25 | Report Abuse

Hexza hold 4 biggest investment namely:

Apple
Symbiotic
Nvida
Meta

For local Msia Stocks
Maybank
Ytl Power
YTL

All are good resilence stocks mah!

Posted by Albukhary > 2023-12-07 13:35 | Report Abuse

@stockraider, how you find our Hexza have YTL, YTL Power and Maybank?
Where can get this kind of information

Posted by lcng123 > 2023-12-19 16:23 | Report Abuse

Hexza plans to sell another 20,000 unit of Nvidia, with current price of USD 500/unit, they will cash out another USD10mil. Not sure they still hold how many unit of NVidia after the disposal. Symbolic price at USD57/unit with average cost USD38/unit, margin USD5.7mil. Hexza management not smart in their core business but really excellent in US stock market investment.

Posted by lcng123 > 2024-01-17 10:36 | Report Abuse

Nvidia share price USD564, 20,000 units will be USD11mil, eq. to RM53mil

Posted by stockraider > 2024-01-17 20:25 | Report Abuse

Hi Alburkhary,

I just ask the directors & they told me loh!

Posted by Albukhary > 1 month ago | Report Abuse

@stockraider, how you find our Hexza have YTL, YTL Power and Maybank?
Where can get this kind of information

Posted by SS Loh > 2024-01-19 07:25 | Report Abuse

Thank you stockraider for sharing the information.

Posted by dompeilee > 2 months ago | Report Abuse

I'm holding on for dear life to every single unit of Hexza that I re-purchased b4 last yr's dividend...a cheap way to play NVIDIA's ascent!

Posted by lcng123 > 2 months ago | Report Abuse

Today Nvidia share price USD726, 20,000 unit eq. to USD14.52mil (RM69.4mil)

Posted by dompeilee > 2 months ago | Report Abuse

If they haven't sold any of their 20,000 Nvidia as of today, that chip stock is already worth 1/3 of their market cap, not including cash of over 50 mil + other equities worth over 60 mil.

Posted by lcng123 > 2 months ago | Report Abuse

Today Nvidia share price up another USD110, with 20,000 units of Nvidia, Hexza earn extra RM10mil

Posted by lcng123 > 2 months ago | Report Abuse

Previously sold Nvidia share and bought in Symbolic was a mistake

Posted by elitesinalco > 2 months ago | Report Abuse

SYM is trading around their average purchase price... not doing too well. Let's see tomorrow's QR what we can uncover.

Posted by Albukhary > 1 month ago | Report Abuse

i) The Company has acquired quoted investments amounting to RM22.80 million as announced on 21 February 2024.
ii) The aggregate fair value of the Group’s investment portfolio as at 26 February 2024 was RM60.08 million higher compared to the reported fair value as at 31 December 2023.

Posted by Albukhary > 1 month ago | Report Abuse

Meaning, if there is no much change is the poftfolio, next quarter (31 Mar 2024) you will see the NTA increase by another 30sen, from RM1.86 to RM2.16.

This company has no debts, and have RM60mil cash in bank.

Posted by lcng123 > 1 month ago | Report Abuse

As well as the earnings in US investment never bring back to Malaysia, the cash in hand of Hexza will never increase and there was no special dividend given to the shareholders. Only Reserve and Equity in Balance Sheet increased.

Posted by wbuffet2 > 1 month ago | Report Abuse

Maybe dividend can be paid in USD! Huat ah!

Posted by Albukhary > 2 weeks ago | Report Abuse

Why Hexza still donwan to dispose Nvidia..
I feel like US equity is going to collapse, or limited room to go up.
Why Hexza still don't want to take profit?

Posted by Albukhary > 3 days ago | Report Abuse

From Peak USD 950 to current price USD760.
NVDIA share price has dropped USD190.
Based on Hexza holdings of 20,000 NVDIA share, Hexza has its unrealised gain shrinking by USD190 x 20000 x RM4.80 = RM18.2Mil.

I already mentioned on two weeks ago, at that time Hexza still have opportunity to dispose it NVDIA share at around USD880 - USD910 level. And NVIDIA is very liquidate counter, company can easily dispose its 20,000 within few minute.
Hope fully company has already disposed it at peak level, just yet to make announcement to Bursa.

Posted by Batman888 > 3 days ago | Report Abuse

Even at 760usd is beyond thier expectation. Thier estimate is at 504usd max.