White Horse 2 feet by 1 feet tiles on offer at Jubin Warehouse Tiles Wholesale is the clear winner. But for 1 foot by 1 foot tiles Yilai is first.
Cowards,
Yes, Calvin called for a buy for Mulpha at 44 cents and told people to sell Mudajaya at Rm2.60
Those who sold Mudajaya for Mulpha are non the worst off. Mudajaya crashed by more than 50% while Mulpha dropped to 27.5 cents today. And I am looking forward to buy Mulpha on weakness.
Why buy even sentiment on Mulpha is so bad?
Answer:
Last time Calvin called for a buy on KPS at 50 cents. After buying KPS crashed to 39 cents in 2006. So what? Next year in 2007 KPS skyrocketed to Rm3.94 (Up 1,000%)
As for Asiapac at 28 cents? Calvin didn't have a single share. I only bought into Mulpha.
I told people in IFCA to sell IFCA over Rm1.80 to Sell Off IFCA at Rm1.80 and switch to AsiaPac.
So just check out My Call - it was chun chun for the people of IFCA
Asiapac only lost 6 cents from 28 cents to 22 cents today WHILE IFCA CRASHED FROM RM1.80 to only 80 cents - A lost of Rm1.00!!!
I suspect Singapore agents won't let the price goes down so fast if it have to move down.
Please recall the patern of RSAWIT, how they gradually unload from 85 sen down to 52 sen now.
If a anxiety investors wants to cash out quickly and sell downs few buyer queues, the Singapore agents will buy up the queue to hold the price, but they WILL STILL UNLOAD THEIR SHARES SILENTLY in the backgrounds.
Occationally they will buy up 1 or 2 sell queue to where there is less sellers, to give a false impression.
Believe me or not. They employed 'pro' people to handle this, see the suddenly emerged Singapore agents at MULTICO and MMODE.
From [calvin post above].......... ┌─────────────────────────────────────────────────────────── As for Asiapac at 28 cents? Calvin didn't have a single share. I only bought into Mulpha.
I told people in IFCA to sell IFCA over Rm1.80 to Sell Off IFCA at Rm1.80 and switch to AsiaPac.
So just check out My Call - it was chun chun for the people of IFCA
Asiapac only lost 6 cents from 28 cents to 22 cents today WHILE IFCA CRASHED FROM RM1.80 to only 80 cents - A lost of Rm1.00!!!
┌─────────────────────────────────────────────────────────── Oh no
Calvin is telling another Lie. (CHICK allows this?)
If he call you to switch to ASIAPAC @ 28 sen From IFCA @ RM 1.80 it is still OK,
BUT.....
CHECK THE TIME.....
The day Calvin say switch to ASIAPAC @ 28 sen, IFCA-MSC ████ ALREADY DOWN TO 80 sen.
The Truth is, those WHO SOLD IFCAMSC @ 80 SEN and switched to ASIAPAC @ 28 SEN,
REALLY CRY NOW.
Today 11-20, IFCA already rebound to 94 SEN! ┌───────────────────────────────────────────────────────────
You should say████, TAKE PROFIT SELL ASIA PAC @ 28 SEN, and BUY IFCAMSC @ 80 SEN WEAKNESS.
CHICK WON'T FORGIVE YOU FOR TWISTING THE TRUTH.
and what is the motives of BUY CALL ASIAPAC @ 28SEN if you don't own it and buy it?
To help your SINGAPORE AGENTS to SELL ASAIAPASC @ 28 SEN down to 22 sen now?
As to CHC case in Spore Calvin opposes their style of money focused worldly kind of Christianity. Calvin goes to traditional Baptist, Bible Presbyterian Churches (see www.inspiretopray.com)
New for YILAI's latest result
1) Revenue and profit weakened. 2) However CASH POSITION INCREASED FROM RM40 Millions to 48 Millions NTA Also Increased from Rm1.30 to Rm1,32 3) Best of All YILAI has zero borrowing & Debt Free with 30 CENTS NET CASH 4) Iskandar's High Rise Condos & Pengerang's Rm170 Billions Project will require Lots of Affordable Yilai Tiles 4) Another Good News. FDI For setting up factories in Kulai, Johor & Iskandar now broke new record at over RM30 Billions - More New Factories equal more use of YILAI TILES 5) Insider bought at 90 cents recently as they have Insider news
in my opinion yilai is unlike rsawit with its healthy financial situation, with such a low trade volume, high NTA and cash rich no debt company plus the stocks hold by public & others is less than 20% which I found out in bursa market place, I think one day it will be privatize, who knows.....
Do agree with yr write-up calvintaneng. But i prefer Seacera 79 sen for more than RM2 NTA. If they sell the land in Semenyih, can make good money and they can return to shareholders more than RM1 (if they wish to). U can see volume is building up.
Good. Wangmali has noticed seacera last quarter profit is due to revaluation. If not for revaluation of assets seacera would should very mediocre result.
Same goes for Kulim. Why kulim has no visible earnings yet JCorp wants to take it private?
All these points to asset play.
Buy dollar worth of shares for 70 cents? Or 50 cents? or 30 cents? or 10 cents?
The choice is yours.
Wait for Yilai asset revaluation. Then we will know.
Calvintaneng. Early this year, i asked u about VS and you said it was a Very Solid counter. It exploded more than 200% but i sold too early (sigh). Will Analabs explode like VS?
All 10 listed assets up to 10 acres for some are factories in
Senai-Kulai
Senai kulai industrial zone is now the hottest in Iskandar. Steaming hot due to super exporting companies like Vs, skpres, hershey choco exports and others.
Melaka now in tourism boom.
Also expensive Petaling Jaya.
Don't need to have many acres farm lands in ulu ulu places.
Better to have a few pink diamonds than many tonnes of useless sand.
IGB building Mid Valley Southkey in Johor. Its about 70% size of MidValley in KL! Reported to be 6 billion integrated project in phases. Old news. (the only reason why i invest in Yi-lai in the first place). Suddenly Tan conglomerate bought this small company , YLI (Yi-lai is peanut for them). Dot the dots. I just wonder why they have not privatise Yi-lai. Much easier. Cost just few peanuts for them.
Calvin --- why you didn't buy hot stock like Pohuat, Lihen, Gadang, VS?
I had bought hot stocks like Pohuat & Latitude before.
I bought Pohuat at 40 cents when Dr Neoh Soon Kean recommended it in his monthly digest (Out of print since year 2011)
Dr Neoh also recommended Latitude at 90 cents which I also bought then.
I bought them when they were still cold, overlooked & neglected. I was indeed grateful to have gotten so many good recommendations from Dr Neoh's Monthly Digests.
Now Why Don't I Buy Hot Stocks?
I will give you the answer why?
After I wash up first I will post my life experience.
At the height of the dot com bubble I was in RHB Investment Bank Hq Trading Hall, Kuala Lumpur.
I saw Lityan Holding (now theta edge bhd) touched a high of Rm8.00
Lityan at Rm8.00 was a new high. The stock was so hot that when it touched Rm8.00 on the electronic board I saw the huge crowd in the trading hall clapped and clapped their hands and cheered, "LITYAN, LITYAN, LITYAN"
On my way back to Singapore I dropped by Batu Pahat to see my friend Mr. Koh. I was surprised when he told me he was very bullish on Lityan as everybody else is chasing this "hot stock"
Why not?
Dot.Com bubble was hot. We are in the 21st Century. The Computer Age. Earnings will skyrocket. This time it's different! For Lityan the sky is the limit!
So Mr. Koh bought 400,000 shares of Lityan and locked it away. Mr. Koh bought "hot air" for as high as Rm8.00.
That was then
Today Lityan (Theta Edge Bhd) is only 29 cents. So much for chasing hot stocks.
As you recommended stock list, KPSCB...it is really a mispriced stock. One thing to concern is the dividend? The last dividend paid was in 1996 and right after no more dividend paid? If the stock doesn't take care an investor needs, the stock will not move, isn't it?
Another one is Yilai, dont you think that Aaron is too young to lead and yet need the time to prove his credibility? I noticed that all your stock picks are powerful buy with many uncertainty.
This "uncertainty" is what you always said Risk that an investor has to take? Question is how can i turn these "uncertainty" to "certain" in what i invest?
Yes, by right we should invest in stocks which meet all these criteria
1) The Stock we invest in should have Earnings. Better if it is in a growing industry from year to year.
2) It should have at least 30% discount to NTA as a margin of safety.
3) Better still if there is a defensive mode like a toll road or monopoly.
4) And if Directors/Insiders keep on buying shares with own hard earned money.
5) A Company which pay consistent yearly dividend will be excellent.
6) And other favorable macro & micro factors that will booster future prospect of the company.
Kpscb might not meet all my criteria but at least it has High Nta as a margin of safety. It has a defensive business. Earnings are more than losses through many quarters. The Rm70 million borrowings are backed by Solid appreciated assets still at old book value. And KPS himself puts his own money in buying Company shares. So I see the positives are far more than the negatives.
As for Yilai's new owner being young. The caution is already factored into the weak price of Yilai.
Yilai is debt free. It has at least 30 cents in pure cash. The demand for tiles in Iskandar is growing due to many high rise condos in its final stage of completion. The mammoth Rm170 Billion in Pengerang's RAPID. The coming Rm6 billions Microsoft Investment in Sedenak near Yilai factory. The increase of HDB Flats construction in Singapore.
As market is going through cost cutting more construction firms will be cutting cost by buying affordable tiles. And Yilai tiles are very competitively priced.
So the stocks I pick have more built in certainty than uncertainty.
I like Hebrews 1:1
"Now Faith is the substance of things hope for, the evidence of things not see"
Faith comes First - Then Substance
According to Rees Howell the Great Prayer Warrior
FAITH IS SUBSTANCE.
Rees Howell prayed and the 2nd World War turned against Hitler
Rees Howell also prayed and His Faith Turned into the formation of
The Bible College of Wales at Swansea.
Just Google REES HOWELL and see how this Great Man of Faith turned so many things into Substance
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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....
calvintaneng
56,701 posts
Posted by calvintaneng > 2015-11-17 09:02 | Report Abuse
Sarah,
News come from visiting TILES WHOLESALE & RETAIL SHOPS FIRST HAND IN JOHOR. They are the ones who buy and sell tiles every day.
Analysts and reporters won't know until much later.