INSAS BHD
KLSE (MYR): INSAS (3379)
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0.995
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Ride The Bull Short The Bear
CS Tan
4.9 / 5.0
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
31,556 posts
Posted by stockraider > 2021-12-05 11:21 | Report Abuse
THE DANGER FAKE SENSE OF CONFIDENT THIS PHILIP HAS PROJECTED!
Alot of People would have remember Raider had a bet with Philip on QL Rm 6.70 v Insas Rm 0.67 for 2 years loh!
FYI raider had beaten Philip on this for consecutive year 1 & year 2 plus overall win loh!
The main reason why Raider decide to bet is due to arrogrance of Philip belittling Insas & Sifu Sslee which is a very sound margin of safety investment pick loh!
True to raider analysis Insas turn out a better investment than QL loh!
Yes QL is a good company but this Philip has no sense of value by over paying for this stock mah!. Remember W.Buffet says never over pay on your investment bcos it will drag down your return mah!
The valuation metrics of QL do not support QL share price when he bet with Raider loh!
Coming back to Innoprise, Philip recent pick...u will have notice that sifu calvin also promoted this stock loh! As usual General Raider agreed with most of sifu calvin palmoil stock selection as sound especially TAANN and BPlant but Innoprise is one of the few stock in which Raider has big reservation despite giving good decent dividend yield of 7% to 8% pa far exceed most plantation loh!
Why leh ?
1. Innoprise is a concession or Business Reits with very short term expiry coming in about 8 years term....meaning in 8 years time Sabah foundation can just take back their land by not renewing the concession loh!
2. There is a dispute between Sabah foundation and Innoprise on the quantum of the lease rental for the land that innoprise suppose to pay loh! This the sabah govt said Innoprise under paid them for many years loh! If Innoprise will to make good of this payment for many years, the company will not report such a good result anymore loh!
3. Given such a major dispute with the sabah govt the risk of non renewal of the concession is extremely high loh! Even renewed there will be big back payment & much higher future lease Rental needed that will affect its attractiveness of this stock.
4. Most Plantation own their lands with only a few exception like FGV and Innoprise operate on a concession basis loh! Under this model this company does not really benefit from appreciation of land prices which is a natural hedge against inflation mah!
Coming back another Philip high risk pick is yinson! This is touted by Philip as one of the best investment....u will need to becareful on Yinson loh!
1. Yinson has very high borrowings mah!
2. The FPSO has very long gestation period loh!
3. Oil & Gas have negative ESG and the trend are to shunned this type of business in the long run loh! What happen oil & gas collapse, yinson customer can usually just walk away leaving the company to carry the bags loh! This has happened b4 in the case of Armada loh!
I believe Yinson risk is like Serba loh....just be very careful when u look at Yinson...as based on past records Philip analysis had missed many critical area & his analysis are superficial with flaws as in the case of serba & scib. Philip is actually a high risk taker mah!
It is best u go for TAANN if u want to invest base on dividend yield as this stock can give 6%pa to 7%pa but if u want capital gain on land appreciation Bpland is the pick as it has big track of potential commercial & residential land at the cost of plantation mah. Its dividend yield also quite decent at 4% pa to 5% pa loh!
The above stocks is also calvin sifu pick loh!