1)老板湯国基 thong kok khee 与thong kok yoon共持有54.38%在insas berhad(m&a investments internasi0nal limited为thong所属).是时候释放公司的价值了. 2)这兩張是位置在taman bukit indah,skudai,johor bahru的m&a证行,这证行持有许多insas的股票,也从职员口中获取,有很多客户在收集insas的票, 看来大家对公司信心满满,未来丰衣足食呀,哈哈. 1) boss Tang Guoji thong kok khee and thong kok yoon hold 54.38% in insas berhad (m & a investments internasi0nal limited to thong belongs). Was released when the value of the company. 2) This is the position in two taman bukit indah, skudai, johor bahru of m & a card line, which holds many insas issuing bank stocks, also taken from the mouth of the staff, there are a lot of customers in the collection insas ticket, It seems that everyone on the company confidence that the future clothed Yeah, ha ha. http://www.investalks.com/forum/viewthread.php?tid=5959&extra=page%3D1&page=28
1. In 2004, market cap is RM722 billion, and Unit Trusts' NAV is RM87 billion or 12%
2. in 2014 (Jan), market cap it RM1,662 billion and Unit Trusts' NAV is RM339 billion or 20%
3. Not including EPF, PNB, Tabung Haji, LTAT, Sovereign Funds, etc, it would be interesting to know. Today, EPF's investment in equity is about 25% of EPF total collected, say RM350bil, that means about RM85bil invested in KLCI.
4. As you know, most companies are majority controlled by owners, say the estimate floatation of shares is only 40% or RM678 billion, that means majority owns by Unit Trusts.
3. Based on research, only about 20% of Unit Trusts can outperformed KLCI. Unit Trusts charges about 6% for first time withdrawal = Unit Trust make about RM20 billion Yearly management fee = 1.5% = They make about RM5.1 billion per year.
4. I think unit trust, as a biz, is pretty cool. In 2004, management fee is only RM1.3 billion.
5. I don't quite understand why unit holders invest in Unit Trust with a 20:80 probability of doing better than KLCI.
Actual EPF for 2013 is RM586 billion and invested 25% in equity = RM147 billion. So EPF and Unit Trust combined invested about RM486 billion or 29% of Market Cap. That is a lot. We have not include PNB, say another RM100 - 200 bil? Not sure about that. Perhaps the market is FLUSH with liquidity.
Insas,at RM1.35,the PER=4.5times,NTA=RM1.78 and still is very safe compared with dsonic which has a PER of 40times which is not backed by NTA and earning.Now it is a designated counter which is healthy for the market.
Gov relatrd countet...such as dsonic....mostly will not happy ever after...it dependent....history tell that it will come by slowly...well...movement mostly ctrl by player...u just ride da wave....either up or down but thde most importantly where it heading. Dont put all egg in single bucket. Happy trading all. XD.
Insas is a very strong solid fundamental +growth punter . it controlled Inari , FRS , Ho Hup and others . Many analysts had pegged its min market price at RM 2.00 ! It is still trading trailing the TP and still got more grounds for the upswing. We may have to park it for a longer term from 3-6 months to realize its worth. hope the share may not fail us ! imagine at 127-131 per share to RM 200 , a vast difference of 60-70 cts for a very substantial returns !
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winwin007
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Posted by winwin007 > 2014-04-03 16:16 | Report Abuse
nagachan..i agree..stage by stage