Posted by Pinky > 2021-04-05 11:12 | Report Abuse

My only regret TGUAN is only a small 5% bet of my total portfolio huhuhu

Years ago I used to THINK I can use TA to bet on TGUAN. Made a small loss and ran away hahaha

With the current uptrend, my past losses is recovered already XD

Posted by Lanmum > 2021-04-05 11:42 | Report Abuse

Pinky, my bet is smaller than you. as i see its a downtrend for sometime until now. Moreover, the market is at no direction lately

Posted by auditorandconsultant > 2021-04-05 12:00 | Report Abuse

Thong Guan is my 100% portfolio and all my comrades in Penang, Kuala Lumpur and Singapore.

I knew Thong Guan for more than 10 years already. I am a CA and an auditor cum consultant for several companies (SME and Listed Co).

To me, there is no issue at all from its FA. I totally disagree with TA because TA has nothing to do because Syndicates decide the trend. What I will say is those advocates of TA who invested based on TA is no different from gambling.

重仓是我投资的路线。通源是我唯一的投资项目，100%。

Posted by LossAversion > 2021-04-05 14:46 | Report Abuse

@auditorandconsultant, So still can top-up or not at current price?

Posted by Pinky > 2021-04-05 16:29 | Report Abuse

TP 3.00

Now 2.39

25.5% potential upside aimed

U decide lo

Foreseen support at 2.00

Potential loss 16% hehehe

Posted by WinningBenning > 2021-04-05 21:42 | Report Abuse

Heading to ~2.60...?

Posted by CHONG Kong Hui > 2021-04-05 23:05 | Report Abuse

Start selling;
Give chance for others to come in...
When price up, % portfolio goes up, exceed my target 33% as max for single counter.

Posted by Pinky > 2021-04-06 09:46 | Report Abuse

Seems like consolidating at 2.40 hmmm hard to go up now

Posted by Lanmum > 2021-04-06 14:10 | Report Abuse

aiya ... today gostan.

Posted by Lanmum > 2021-04-06 14:11 | Report Abuse

@auditorandconsultant .... How is today ?.... you and your gang didnt sapu ar ?

Posted by seehwan888 > 2021-04-06 14:11 | Report Abuse

Hi all,

Sorry for the last minute notice. Please feel free to register and join TG LIVE GREEN sustainability webinar happening at 3pm today.

Registration - https://www.linkedin.com/posts/thongguan-inds-bhd_livegreen-packaginginnovations-biobased-activity-6779678622048501760-s04D/

The webinar will start in 50 mins.

Posted by Lanmum > 2021-04-06 14:13 | Report Abuse

@seehwan888, Can put in youtube later ar? ... Now working la

Posted by auditorandconsultant > 2021-04-06 15:17 | Report Abuse

@LossAversion,

Please do not chase higher price

@Lanmum,

As advocates of Fundamental Analysis and Value Investment and As a devotee of Warren Buffett and Charlie Munger,

My advice is that do not chase for higher priced shares, wait for the price to decrease and collect on dip even though this is a good counter

@Lanmum,

No worry, Not gostan, it is a normal tactic that Syndicates used to LURE naive retail investors to sell (this morning purposely pull down the price) and to trigger market anxiety.

Ignore this, continue to hold and defend. I used defensive method and contrarian strategy. If drop more, my gang will Sapu more.

Posted by seehwan888 > 2021-04-06 16:58 | Report Abuse

@Lanmum,

All of TG's videos are available on our Youtube channel:-

https://www.youtube.com/channel/UCDENZ0u7LTetXc0SgPdhhwA/videos

Posted by TheGardener > 2021-04-06 20:49 | Report Abuse

*OkieDokie: Bro / Sis, I think you are novice as you dont understand what I write. Beside that, as an experience investor I dont buy in any stock which are just CE because I dont think another hike will appear in short time. Last CE Oct 2020, 6 months is too short for me. The end, this is good stock but not excellent. Current ROE 10.**, 5 years avg ROE 10.**. Dividend: Not really attractive. Finance: Excellent but not cash rich. Product: Low Technolgy. Future: Expand business in Malaysia & Myanmar. Myanmar, not for now. Risk: Low cost player.

Posted by TheGardener > 2021-04-06 20:54 | Report Abuse

What I know is after I share my opinion, syndicate push all the way up! My two cents: No one can sell on the top!

Posted by Pinky > 2021-04-07 09:07 | Report Abuse

"Schizophrenia is a serious mental disorder in which people interpret reality abnormally. Schizophrenia may result in some combination of hallucinations, delusions, and extremely disordered thinking and behavior that impairs daily functioning, and can be disabling."

Link:
https://www.mayoclinic.org/diseases-conditions/schizophrenia/symptoms-causes/syc-20354443

Posted by Lanmum > 2021-04-07 15:15 | Report Abuse

Apa macam today ? ....

Posted by Lanmum > 2021-04-07 15:15 | Report Abuse

Pinky you are not well ?

Posted by Pinky > 2021-04-07 16:07 | Report Abuse

I'm all well

I'm just worried bout a pekebun

Posted by Lanmum > 2021-04-07 16:25 | Report Abuse

Obviously he' not in the right frame of mind, reading his messages

Posted by CHONG Kong Hui > 2021-04-07 16:55 | Report Abuse

Consolidate before next climb, to sell some at RM2.80

Posted by marky2kalpha > 2021-04-07 17:54 | Report Abuse

Consolidate ???

Posted by Pinky > 2021-04-08 14:40 | Report Abuse

Fuiyo otw to 2.50 today

Posted by Kai Shien Ks > 2021-04-08 18:03 | Report Abuse

reached 2.50 today. Good one

Posted by CHONG Kong Hui > 2021-04-08 19:43 | Report Abuse

Touched RM2.50
Consolidate again, heading RM2.80
Then I can start selling

Posted by Bizfuneng > 2021-04-08 19:54 | Report Abuse

auditorandconsultant, have you worked out the IV of TG?

Posted by CHONG Kong Hui > 2021-04-08 23:25 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/04/07/revenues-of-plastic-and-packaging-makers-to-rise-across-the-board#.YG008IdZuOk.twitter

Posted by rabbitseductive > 2021-04-09 13:25 | Report Abuse

@auditorandconsultant, ive been reading your comments few weeks ago with good interpretation of data and analysis. I like coming here reading some facts and data. Any other counters you are investing @auditorandconsultant?

Posted by auditorandconsultant > 2021-04-09 14:43 | Report Abuse

@Bizfuneng,

Yeap, I did.

The last valuation I had done was back in Jan 2021 when the IV was only RM1.75. Again, my team and I acknowledged that the share market is not going to be in perfect or idealistic condition.

To cater for the market sentiment in Bursa Malaysia, my team and I decide the followings:-

1) not to strictly adhere to Margin for Price of Safety at price below IV in accordance with the concept founded by Benjamin Graham; and

2) to adopt a risk based assessment and to make judgment call for investment with entry price IV+10%, IV+20% or etc. so as to understand where our risk will come from and importantly our decision must reflect our risk appetite.

@rabbitseductive,

I follow Warren Buffett and Charlie Munger way of making investment. My gang and I only focus on stocks that we are familiar with and have strong confidence in.

FYI, Thong Guan is my only portfolio, my fund is 100% in Thong Guan.

重仓是我的投资路线。随着价值基本投资路线，我瞄准这个通源在我可以接受承担风险的价格内，重仓。原因这是五星级钻石股票，我没有借口不重仓，价位适合我的风险接受程度。我意识了接受了市场的不完美，为自己找到属于自己的风险接受的来的价位，重仓。才投资少过两个月目前已经赚了20%

Posted by auditorandconsultant > 2021-04-09 14:51 | Report Abuse

By the way, I am still learning.

If I have spoken anything wrongly, do let me know, correct me, educate me and enlighten me.

I will be pleased to know more

Posted by Pinky > 2021-04-09 14:52 | Report Abuse

@auditorandconsultant

"FYI, Thong Guan is my only portfolio, my fund is 100% in Thong Guan."

That...is crazy. I admire you.

I use a portfolio approach to equity investment whereby currently I hold 8-11 different stocks. Anything below 5 is crazy to me, I started with 5 stocks years ago.

Posted by auditorandconsultant > 2021-04-09 15:07 | Report Abuse

Hi Pinky,


To me maximum portfolio is up to 5 counters. But at this juncture, I could not locate any other stocks that enable me to split my fund.

Again, I get to know Thong Guan since year 2010. I knew this Company for many years ago.

I only do what I am confident in.

My next target and portfolio will be disclosed accordingly. Stay tuned.

I will sell ThongGuan when the return hit around 40% of Return on Investment (ROI). If at the time I am planning to sell, there is a critical event happen in TG to make me believe that I could hold for a mid term to make TG a multi bagger, I will hold then. Otherwise, I will sell.

My next target is XXXXXX. Stay tuned. My gang and I will again ALL FULL LOAD. 重仓是我的投资路线。

Posted by Bizfuneng > 2021-04-09 15:17 | Report Abuse

auditorandconsultan, TQ for your inputs. I sold all overtime. What left are sons fm bonus issues over the years.

Posted by Lanmum > 2021-04-09 20:30 | Report Abuse

auditorandconsultant, You are doing fine. Thats very humble of you. We too would be very grateful when you inform us on your next. Thanks in advance. Haha

Posted by yoyo > 2021-04-10 12:42 | Report Abuse

100% in one counter? more like gambler to me, play big or small

Posted by auditorandconsultant > 2021-04-10 13:05 | Report Abuse

Investing in a single stock does not mean I am gambling. As I said, at this juncture, I do not see any stocks that are suitable for me to split and diversify my portfolios. At this right timing, I have seen Thong Guan share price plummeted from RM3.20 to RM2.50 and to RM1.95. So, I know this is a right timing for me because if I go for FULL LOAD, I will be earning substantially.

Remember, 重仓 is a secret weapon or skill set that an Advocate of Fundamental Analysis and Value Investment should use when the opportunity arises.

Of course, different person will have different risk appetite. I understand how you perceived my investing method.

If I gambled, I would have gone to Penny Stocks such as DATAPRP, LAMBO and etc.

To me, my golden rules are:-

1) Investing in a stock is like "Buying a business"

2) "Circle of Competence" - investors should make sure they fully understand how a business operates, how it makes money, and the future sustainability of its business model and profits before buying its stock.

3) "Never Look at a Headline" - Do not chase high and fall intro trap like I have seen many of my friends who went to buy Digi or Axiata just because of news on 8 April 2021.

I 100% invested in Thong Guan using all my free cash flows because I have more than 10 years knowledge in Thong Guan.

My next Stock is still KIV because I need to study more and prepare more funds for another FULL LOAD to another 5 star Share.

Stay tuned and I will disclose accordingly.

Sharing is caring.

Yoyo, thank you for your feedback. FYI, I invested 100% of my free cash flow. Of course, I still reserve Emergency Fund and I will not be using borrowings or contra account.

Posted by auditorandconsultant > 2021-04-10 13:26 | Report Abuse

My gang and I are very optimistic towards good news and upcoming announcement of Quarter result somewhere in May 2021.

Remember and recall what had happened in last year despite Covid-19:-

18/05/20 - Announced Div RM0.02 per share
29/06/20 - Announced Div RM0.09 per share
19/08/20 - Announced Div RM0.02 per share
02/10/20 - Announced Bonus Issue of 1:1
18/11/20 - Announced Div RM0.01 per share

May 2021 is coming soon. I am very optimistic and I hope that Thong Guan will give everyone surprised gift.

My gang and I will hold while waiting for Good News patiently which is expected to be in the mid of May 2021.

Hope that every TG shareholder will be HUAT CHAI.

Posted by The1994Investor > 2021-04-11 23:19 | Report Abuse

https://klse.i3investor.com/blogs/The1994Investor/2021-04-04-story-h1563156672-THONG_GUAN_INDUSTRIES_BHD_BORING_YET_BEAUTIFUL_INVESTMENT_OPPORTUNITY.jsp

Posted by Pinky > 2021-04-12 17:08 | Report Abuse

Market so gloomy also steady...

Tunggu apa lagi. Ini stok bagus XD

Posted by auditorandconsultant > 2021-04-13 08:56 | Report Abuse

The tactic of Syndicates to trigger anxiety and cause panic selling among retail investors for the past few days was a big failure.

5 April till 7 April 2021 = RM2.39
8 April - 9 April and 12 April = RM2.45

My gang and I will still follow our analysis to collect on dip and to hold till May 2021 and probably till June 2021 due to the potential upcoming good news and positive sentiments.

Remember to look at the past, last year, how were Dividends declared and what were the responses to market?

Remember to look at Positive Sentiments in Cocoaland due to declaration of Bonus Issue in which the ex-Date will be announced later.

Remember to look at Tongher, its share price increased due to positive sentiments also in steel related industry.

I do not need to boost too much. My hypothesis had been proven correct or approximate actual conditions if you read through all my comments posted in KLSE i3 and KLSE Screener.

Good luck all and my gang is positive that the price could go beyond RM3 and potentially RM3.50 given the potential multiplying effects due to continuous announcement of Dividends. Now still not materialised, but I hope those positive news will come in May 2021.

我的推算，加上我的组合的看法不会错到哪里。万事具备，只欠东风。五月的风会很大，期待通源再次给股息，把股价弄高，万众期待。

Posted by Pinky > 2021-04-13 09:15 | Report Abuse

"Remember to look at Positive Sentiments in Cocoaland due to declaration of Bonus Issue in which the ex-Date will be announced later."

People who understands accounting/finance will know that "bonus" issue is a meaningless exercise - it serves no role other than to increase the liquidity of the stock by making it LOOK more "affordable".

Posted by Bizfuneng > 2021-04-13 09:23 | Report Abuse

auditorandconsultan, share ur nx stock when u are ready. Huat together

Posted by auditorandconsultant > 2021-04-13 09:26 | Report Abuse

Of course, the Bonus Issue is only to enhance the liquidity so that fund raising exercise for the Company via share investment by investors is easier.

What I meant is that we need positive sentiments, but we do not chase for higher Thong Guan.

Just let the profit running and let the market sentiment helps us to push higher for the price

Definitely, I will not be happy to see Bonus Issue because it is LPPL

I will be happy to see the Company declaring lucrative Dividends. Cash is King.

Based on my analysis, it is unlikely for TG to issue Bonus Issue because last year TG already did so.

Dividend is highly possible. Stay tuned.

Posted by auditorandconsultant > 2021-04-13 09:27 | Report Abuse

Remember, all.

Dividend in Cash Term is KING

DRIP - I will not opt for it because normally it is higher price when you opt for it and not worth it.

Bonus Issue is LPPL because the number of shares increases with the value of the Company remains unchanged.

Bonus Issue is good for the Company and not for investors like us

Posted by Pinky > 2021-04-13 09:52 | Report Abuse

And, with DRIP, you will end up with odd lots. Duh

Posted by Pinky > 2021-04-13 09:54 | Report Abuse

"Just let the profit running and let the market sentiment helps us to push higher for the price"

and market sentiment is usually senseless and illogical XD

Posted by auditorandconsultant > 2021-04-13 09:54 | Report Abuse

Pinky, are you also a Chartered Accountant. You seem like knowing a lot in this industry.

Posted by Pinky > 2021-04-13 10:01 | Report Abuse

@auditorandconsultant I'm a company accountant but not (yet) chartered. Lazy to complete my professional requirements to get chartered, too busy with work. Who needs to get chartered when you are already practically running the whole finance dept XD

Posted by auditorandconsultant > 2021-04-13 10:01 | Report Abuse

I love the illogical manner.

I love the irrational behaviour of the market player..

Hahaha, You know what I am trying to say ....LOLX