of course insas may not go Rm 2.00 to Rm 4.00 unless distribution of Inari share mah...!!
But Insas potential upside to as high as Rm 1.60 very possible mah...!!
5G is here to stay , it is the future mah...!!
That means Inari got very good prospect mah...!!
U can either buy inari or alternative cheaper insas loh!
REMEMBER INSAS IS A CHEAPER EXPOSURE ALTERNATIVE TO INARI LOH! Insas main jewel is its 16.4% stake or RM1.92bn tag in Inari, which already exceeded Insas marketcap of RM634m, implying its other divisions such as Financial service and credit & leasing division; Property investment and development division; Investment holding and trading division; Retail trading and car rental division businesses are “free”. Valuation is undemanding as the share price is trading at 0.33x P/B (vs 10Y average 0.4x) and 61% discount to revised SOP of RM2.36 (despite imputing a large 40% holding discount). We think such valuations have provided a sufficient “buffer” and will cushion further slide in share price, thanks to strong earnings visibility from financial serives (stockbroking and credit/leasing arm) and IT-related manufacturing businesses particularly from Inari (+30% EPS CAGR from FY20-23). Also, it has a solid balance sheet with NCPS of 89 sen (~97% to share price).
Price Movements 1 Year Range 0.005 - 0.095 Change From 1 Year Low - % Change From 1 Year Low (%) - Change From 1 Year High -0.090 % Change From 1 Year High (%) -94.74 2 Years Range 0.005 - 0.310
A VERY GREAT TESTIMONIAL TO MASTER SIFU SSLEE MAH!
If u want to find a good balance role model in I3, i think Sslee is the best person loh, he has empathy and caring & mindful for the less fortunate, helpful & tactful easily approachable, he looked at the big picture & look at even the minor detailed and he is intelligent in his analysis, he has honesty & integrity, has dedication, intelligence and energy with hardwork and determination to succeed loh...!!
In other words Sslee is a guy in which Warren Buffet would love him to be his trusted employees or business partner loh...!!
Certainly Sslee is the guy that Raider would want my sons to emulate and learn all his good positive trait loh...!!
Although there are some difference between Raider v Sslee, this is mainly due to raider single mindedly all out focus on pursuing profits compare to very more balance approach of sslee mah...!!
I would says this is the fault of Raider rather than Sslee loh..!!
General Raider, Sifu Leno, Sifu Sslee are no conmen mah...!!
We just want to be helpful & assist I3 readers & followers to make monies safely mah!!
For example our Insas picks the NTA is Rm 2.83, Its RNAV with Inari already Rm 5.00, its PE is less than 4x, plus it have net cash of 90 sen per share mah....!!
In addition the stock market is active & trending upwards, thus insas enjoy business & good prospect on its corporate advisory, stockbroking & its share investment loh..!!
Plus Insas is exposed to the best 5G technology sector in msia, thru Inari, Omesti and DGSB mah...!!
In addition Insas has just sold health bio science "sengenics technology" reaping huge capital gain in the coming DEC qtr profit reporting mah...!!
Also there are more catalyst for Insas with the coming of INSAS warrant listing loh...!!
Thus people should not missed this insas opportunity mah...!!
REMEMBER THIS VERY IMPORTANT LOH...!!
Sslee is a very good guy, that even Warren Buffet would love him to be his trusted employees or business partner loh...!!
Certainly Sslee is the honest good nature guy that Raider would want my sons to emulate and learn all his good positive traist loh...!!
Raider investment philosophy very good one mah....!! Surewin mah....!!
Insas hathaway no cut wins....if u cutwin now...it is like cutting your ku.ku.ciao prematurely loh....let it grow bigger & longer mah....!!
Look at the simple nature of human loh....!!
If i ask people to chose between a bmw v perodua definitely people will chose bmw when price is not a consideration loh...!!
Lets wake up....there is no such thing as no price mah or price is not a consideration loh!!.. So if price is added in as a factor....most people will chose perodua loh...!! This is what we call value buy mah....a very wise choice loh...!!
Likewise Insas hathaway is a very wise buy bcos there are huge value preposition mah....!!
The opportunity is now when insas is still wonderfully undervalue mah..!!
The 1st step u must find out got:
1. Got margin of safety factor 2. Got strong Balance sheet factor 3. Got big cash factor 4. Got reasonable div factor 5. Positive earnings factor
That means got 'R 'factor can buy or sailang loh...!!
Insas hathaway is the best ' R ' factor stock 2021.
Don missed this opportunity loh
ONE THINGS IS FOR SURE, IF INSAS DECIDE TO DISPOSE INARI, INSAS SHARE PRICE WILL SHOOT ABOVE RM 3.00 BCOS THE INARI INVESTMENT IS WORTH MORE THAN THE WHOLE INSAS CAPITALIZATION MAH...!!
What gives comfort and holding power to the value investor is that he knows what he is waiting for and how long the wait might be.
There are more other potential catalysts—growth in earnings as business segments become increasing profitable, spin-offs, reorganizations, a new and good acquisition, big fair value gain on investment securities or simply a change in perception of investors, etc. Where there aren’t visible catalysts, activist investors sometimes get in and do the needful.
Note: The next catalyst time line:
The Board has taken note of the shareholders’ comments and will look into formulating a formal dividend policy depending how market recovers in the next nine (9) months. The Company has via an announcement on 26 November 2018 increased the interim dividend payment from 1 sen to 2 sen in respect of the financial year ending 30 June 2019.
Latest development of Plant 34 in Batu Kawan: Construction of Block A with a floor space of 240,000 sqft has been completed and we target to build in the facilities by Jan-March 2019. Production of a new product is expected to commence by second half of 2019.
Block A has been allocated to one of our current customers while Blocks B & C are targeted for new customers. We endeavour to diversify our customer base while still maintaining good relationship with our existing customers. There are potential customers for the remaining 2 blocks, however, we are qualifying customers to select those with good products margin in the niche segments.
Health sensor is mainly used in lifestyle apps and activity tracker devices such as wearables and smartphones. We are in the right technology area as there is growing demand for health conscious real-time monitoring devices. MiniLED is mainly used in billboard advertisement. Our MiniLED production has started in small scale and it is important project for our Company which aligns to digital and modern applications.
Focus on managing costs and margin, and the implementation of Industry 4.0 to acheive greater efficiencies towards lowering of the manufacturing costs.
Numoni is a fintech startup. While it has not been able to gain traction in the e-payment industry, it continues to hold remittance licenses in Malaysia and Indonesia, as well as e-wallet license in Malaysia. Numoni is currently working on partnership or trade sale opportunities as the e-wallet businesses grow, at the same time continuing to develop its product platforms. We believe fintech continues to be important space for the Group to invest alongside its other Tech portfolio. YES NUMONI COULD BE ANOTHER FUTURE INARI
ALSO DON FORGET INSAS MONEY LENDING, STOCK BROKING AND INVESTMENT BANKING ITS CORE BUSINESS ARE GOING EXTREMELY WELL.INSAS BUSINESS MODEL IS LIKE BERKSHIRE HATHWAY, READY TO POUNCE ON OPPORTUNITY MAH..!! INSAS last 10 FY Summary: Net worth CAGR: 9.81%....AND DON FORGET INSAS NTA IS RM 2.75 PER SHARE MAH....!!
INSAS REMAIN RAIDER'S PROMISING COUNTERS!!
WHY RAIDER DON DUMP INSAS ??
THIS IS BCOS INSAS ALREADY HAS BIG POTENTIAL FAR EXCEED RAIDER'S INVESTMENT HURDLE, THUS IT MAKE VERY LITTLE SENSE TO SELL INSAS, IN FACT IT IS OF GREAT IMPORTANCE TO HAVE a STRONG POTENTIAL Growth & Margin Of Safety STOCK Like Insas mah...!!
Peter Lynch had this very important advice loh....!!
When a stock is cheap, look for the reason,why a stock is cheap?.
If a stock is cheap for a temporary reason, then it becomes value investing.
If a stock is cheap for a permanent reason, then it becomes a value trap.
When you look at the situation if INSAS, you come to the question:
When can I reasonably expect the temporary undervaluation of INSAS to be resolved to it's proper price?
If your answer is I don't know when it will resolve, how it who will resolve it, or why would they?
Then you are better off not owning INSAS.
Remember this investment maxim mah...!!
RAIDER AGREE Insas SHARE IS CHEAP FOR A REASON LOH...!!
BUT U MUST THEN ASK THE NEXT VERY INTELLIGENT QUESTION, IS IT CHEAP FOR THE RIGHT REASON OR CHEAP FOR THE WRONG REASON MAH.??..!!
IF IT IS CHEAP FOR THE WRONG REASON U MUST BUY LOH....BCOS PEOPLE DON UNDERSTAND THE BIG MARGIN OF SAFETY THERE LOH....SO WE MUST BUY BIG BIG IN FACT VERY BIG LOH...!!
IN A WAY INSAS HATHWAY CURRENT SHARE PRICE AT RM 0.885 IS A VERY BIG OPPORTUNITY It is near inflexion point MAH...!!
Insas hathway is like berkshire hathway same same mah....!!
My tukang tilik sifu says Insas upside powerful above Rm 1.00 by MARCH end.
My Senior analyst estimates Insas fundamental worth above Rm 2.75 mah!
My 009 investigators found out hidden reserves of Insas excluding Inari comprises mainly properties & investment value is more than Rm 700m, giving insas another Rm 1.00 gain besides NTA Rm 2.75 & inari mark to market gain of another Rm 1.75.
Thus Insas intrinsic value can reached something like Rm 2.75 + Rm 1.75 + Rm 1.00 totalling = Rm 5.50 loh...!!
U buy insas for Rm 0.945 v Rm 5.50 intrinsic value loh.....it is a real steal mah...!!
U NEED TO INVEST LONGER TERM IN INSAS TO MAKE VERY BIG MONIES LOH!
Think long term
“The big money is not in the buying and selling, but the waiting” - Charlie Munger
Finally, patience. If you’ve been you’ll know that we’re long-term investors at heart.
As humans we generally have a tendency for activity, we always want to be doing something. In financial markets, that can take the form of buying and selling frequently.
However, if we buy and sell, we unnecessarily interrupt the 8th wonder of the world from working its magic: compound interest.
To illustrate, if you start with $1 and it increases by 1% each day and is compounded daily for a year, it grows to $37. That’s a 37 fold increase.
After 5 years, that initial dollar becomes $77,002,912.
So long term investing is where the big money is made.
Why invest in insas long term leh ?? ANSWER: U PUT IN RM 0.945 PER SHARE ON INSAS WHICH HAVE AN INTRINSIC VALUE OF RM 5.50 & U JUST WAIT PATIENTLY FOR ITS APPRECIATION MAH...!!
AS RAIDER SAYS THERE ARE MANY WAYS TO SKIN A CAT LOH...!!
INSAS IS NOT SPECULATING THE FUTURE, IT IS LOOKING AT PRESENT VALUE OF INSAS EXCEEDING RM 5.50 V SHARE PRICE RM 0.975, THERE IS HUGE MARGIN OF SAFETY AND IT IS RUN BY A COMPETENT OWNER LOH...!!
ON THE OTHERHAND IF U INVEST IN NESTLE & Ql U NEED SPECULATE THAT FUTURE GROWTH OF YOUR STOCK WILL EVENTUALLY CATCH UP WITH THE YOUR PRESENT OVERVALUE STOCK PRICE OF MORE THAN PE 50X LOH...!!
THE FALLACIES OF THIS APPROACH IS THE COMPANY CAN GROW & GROW, OVER MANY YEARS LEH, WHAT HAPPEN IF SALES & PROFIT FALTER ??
WHERE IS YOUR MARGIN OF SAFETY LEH ?? FOR INSAS, ON OTHER HAND, U CAN SEE IT ALREADY HUGE MARGIN OF SAFETY, WHEN U BUY THE SHARE MAH
EVERY YEAR THERE IS ONE OR TWO THEMATIC BULL THEME AND MANY AS HIGH AS 50% SPECIFIC UNIQUE SPECIFIC STOCK RALLY OF ABOVE 50% MINIMUM GAIN loh..!!
IF WE CAN CATCH IT EARLY & RIDE THE BULL TO ITS PEAK WE WILL DO EXCEEDINGLY WELL WE WILL BE ABLE TO OUTPERFORM IN A FEW SHORT BULL RUNS AND PERHAPS RETIRE EARLY LIKE PETER LYNCH LOH!
OF COURSE LIKE WARREN BUFFET MAKING MONEY FROM STOCK MARKET AS A MOTIVE IS LONG OVER IT IS THE JOY, THE ADVENTURE & THE CONSTANT INTELLECTUAL CHALLENGE IN THE ART OF INVESTMENTS THAT CAUSED HIM TO SAY "TAP DANCING TO WORK"
NOW MY HUMBLE OPINION FOR INDIVIDUAL STOCK PICK THIS YEAR 2021 WILL BE INSAS "THE COMING SUPER INDIVIDUAL STOCK BULL RUN" WHY INSAS WILL GO INTO A BULL RUN FOR YEAR 2021?
ANSWER: BECAUSE INSAS SHARE PRICES NOW REACHING SUPER EXPLOSIVE INFLEXION POINT WITH THE POTENTIAL EXPLOSIVE OUTBURST TO ITS ALL TIME HIGH DUE TO POTENTIAL AMPLIFY PROFITS TREND INSAS GOING TO ACHIEVED DUE TO ROBUST STOCK MARKET , INVESTMENT GAIN & THE STRONG SHOWING OF technology INARI LOH! AND IF PROFITS KEEP INCREASING IT IS ONLY A MATTER OF TIME OF INCREASE WILL INCREASE DIVIDENDS OR REWARD WITH BONUS ISSUES. SO INSAS SHARES MUST GO UP HIGH AS THIS IS THE LAW!
TECHNOLOGY STOCKS, GLOVES STOCKS, FINANCE STOCKS ARE GETTING MORE VALUABLE IN WHICH INSAS HAVE EXPOSURE TO ALL OF THEM LIKE TECHNOLOGY THRU INARI & OMESTI, GLOVES THRU DGSB AND FINANCE THRU INSAS CREDIT & LEASING, M&A STOCKBROKING & ADVISORY AND SHARE INVESTMENT THRU INSAS HOLDING & SUBSIDIARIES ALL THESE EXPOSURES WILL REAPED IN SUPER PROFIT FOR 2021 MAH!
FOR YOUR INFORMATION INSAS ALREADY RECORD SUPER PROFIT FOR THE 1ST QTR 4T DEC 2020 RECORD PROFITS OF over RM 80M, EVEN THE WHOLE MSIA ECONOMY REGISTERED NEGATIVE GDP GROWTH LOH, INSAS amazingly gain loh!! LOOKING AT THE TREND OF INCREASING PROFIT FOR INSAS, ITS SHARE PRICE WILL EVENTUALLY SHOOT UP IN TANDEM LOH!
AGAIN WHEN ALL THE WORLD MARKETS ARE STARTING TO RECOVER FROM YR 2020 COVID19 SETBACK, U WILL SEE MAJOR RALLYS DUE TO RERATING OF STOCKS AND SUPER LOW INTEREST RATES enviroment THAT wii SPURS EQUITY PURCHASE MAH!
INSAS BEING SUPER UNDERVALUE WITH NAV OF RM 5.50 AND PE 4X WILL BE THE MAJOR PRIME BENEFICIARY here mah!
U r actually seeing emerging sign of INSAS share at 97.5 sen starting to run up like the early SUPERMAX & TOPGLOVES Gloves run in March to April Rally, the sign of coming bull which are very subtle with explosive upside b4 it explosively burst out with gains of few hundred % at the later stage mah...!!
U need to join the Insas stock early, as this is a safest fruit pickings when there are still abundance in supply now loh...!!
ALWAYS REMEMBER TO BUY INSAS 94.5 sen EARLY BEFORE TOO LATE MAH..!
REMEMBER IF U INVEST IN INSAS U COVER MOST OF TECHNOLOGY REQUIRED FOR SUCCESS LOH...!! DO NOT MISSED INSAS MAH!
Some of 2020’s biggest technology winners - including Zoom Video Communications Inc, Shopify Inc and Nvidia Corp - have delighted shareholders with gains ranging from 100% to 400%. And they have a common thread: Besides being top performers, these companies are all market leaders that benefitted from trends that were supercharged by the pandemic. Whether it was the shift to remote work, the move to cloud-computing software, the rise of video-gaming or the surge in e-commerce sales, these companies were at the right place at the right time to profit.
With the year drawing to a close, the critical question is which of these trends will stick or falter over the next 12 months. The answer will also determine which technology names are best positioned to be victors in 2021. To figure it out, here’s a case-by-case review.
Cloud-computing software
The pandemic had a big impact on enterprise technology budgets. In recent years, companies have steadily shifted their information technology spending away from in-house equipment to the more flexible cloud-computing model, using external vendors such as Amazon.com Inc’s Amazon Web Services and Microsoft Corp’s Azure. This year’s shelter-in-place orders hastened the trend as companies raced to enable virtualised offices and remote-working environments for their employees. Zoom, too, was a big beneficiary as the company’s video-conferencing tool became the industry standard, because of its ease of use and quality of service.
Once the process of shifting to the cloud begins, there is no turning back. Executives get used to cloud software’s flexibility, savings and ability to generate faster business insights, resulting in a further push to accelerate the transition. And it’s nowhere near over. According to a recent survey conducted by Cowen Research, nearly half of corporate technology buyers said they were in the "early stages” of their upgrading toward cloud computing, pointing to a growth runway that will be measured in years, not months. This bodes well for a company such as Okta Inc, the leading player in cloud-services user authentication and a stock-market darling this year. Demand for its software, which provides office workers the ability to sign on once to access dozens of different cloud applications, should remain robust for a long time.
Video-gaming
With much of the public spending more time inside with their families, gaming has thrived this year as one of the main options for in-home entertainment. Fortunately, the timing and product cadence of industry’s key releases this year couldn’t have been better. Take Nintendo Co’s virtual-life simulation game Animal Crossing: New Horizons, which was released in the spring and provided a much-needed outlet for escapism just as lockdowns were enforced across the United States. In the summer, Nvidia’s latest lineup of graphics cards were released, giving PC enthusiasts vastly improved performance for their games. Then in the fall, Sony Corp and Microsoft Corp launched their next-generation gaming consoles, marking the first hardware upgrades in seven years.
Going into 2021, the industry’s prospects remain bright. Gamers have developed new social connections online that should lead to greater engagement going forward. It’s also notable that many of the industry’s product cycles are just getting started. Specifically, Sony and Nvidia may be best positioned for success next year on the back of their latest offerings: Sony’s PlayStation 5 and Nvidia’s GeForce RTX 30 Series cards. Ever since these products were launched, the demand has been overwhelming. Whenever hardware becomes available for sale, they both instantly sell out in seconds. The product pipeline looks just as strong, with Sony slated to release an eagerly anticipated lineup of exclusive software titles and Nvidia set to launch new cards at lower price points.
E-commerce
Online sales have soared as consumers increasingly preferred shopping at home on their phones and computers over going to a physical store and risking infection. Even traditional retailers such as Target Corp and Best Buy Co were able to post stunning triple-digit sales growth for their online businesses, helped by popular offerings such as same-day delivery and curbside pickup.
Where things go from here is unclear. For certain categories such as clothing and jewelry, there are advantages for in-person shopping because buyers can touch and try on products. Also, some consumers may have reallocated a portion of what they normally would have spent for dining out or outdoor experiences toward online shopping. This could reverse next year as vaccines become widely available.
E-commerce growth may in fact have already peaked. According to the latest credit-card spending data, online sales have been materially slower over the last few weeks. While it may be
Can you push the company to adopt a formal dividend policy? A dividend of 3sen a year at least will be worth considering for investment at current price.
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Posted by stockraider > 2021-02-27 22:50 |
Post removed.Why?