Posted by JKing > 2013-12-17 15:49 | Report Abuse

see my comment on eforce if you love mui. there you can compare.

Posted by calvintaneng > 2013-12-17 16:26 | Report Abuse

JKing
I already commented on EFORCE When Mr. Mktwatch recommended it in PM Corp Forum. Eforce is an excellent growth stock. It may double in price.

Yes. MUI Berhad has a transparency problem. But it is improving now. Perak Corp may still go up in price. But there are factors negative for all property counters going forward.

I think MUI Berhad has all the potential to become the Next Star performer in KLSE.

Posted by JKing > 2013-12-18 09:18 | Report Abuse

you need to differentiate property and land holding counter when property market has negative factor. alway is the land that make money instead of the building.

Posted by JKing > 2013-12-18 09:20 | Report Abuse

what is your opinion on kfima? this is my new darling now.

Posted by calvintaneng > 2013-12-18 09:24 | Report Abuse

I bought Kfima at 35 Cents. At that time nobody believed me like nobody believe MUI Bhd now.

Kfima has solid business in pineapple plantation, biodiesel & printing ringgit notes for Bank Negara. But has gone up a lot since then. Kfima still ok but no long the bargain like it was.

Posted by calvintaneng > 2013-12-18 09:34 | Report Abuse

Regarding land and property I own both. Depends on what land and property & also the location.

1) Lands. Land near mainroad frontage can be rented to car showroom (both selling new or used cars) furniture warehouse or car wash services. Land away from main road has little rental value.

2) Properties. Lowest rental is for residential houses. Condo slightly better. Commercial Shops in Prime location command better rental. Top of All Is Hotels in Prime Location.

For a house you can only collect rental monthly. But for Hotel you can collect rental daily. So A Hotel Is Far Better Than A House, Office Or Shop. MUI Berhad has 12 Hotels collecting TONS OF MONEY.

For this reason I am selling one house to buy more MUI Berhad shares.

Posted by JKing > 2013-12-18 10:50 | Report Abuse

my advice to you is no base on fundamental however i might be wrong in speculation aspect. Do factor the contigent liability of Mui which is not recorded in balance sheet as well. Please trade with care.

Posted by JKing > 2013-12-18 10:52 | Report Abuse

I have move some of my fund to HK for HKCEI stock. China look good in the next 3 years with low PE trading now, you might want to have a comparation between china bank with other region bank. oil and gas as well. BOC, ICBC, CNOOC, Petrochina and Sinopec.

Posted by calvintaneng > 2013-12-20 10:10 | Report Abuse

JKing,

Marc Faber said for Year 2014 better keep some cash. Of course cash is a no no for many today. With high inflation keeping Cash in the bank is a losing proposal. We might lose 3% to 5% in purchasing power by keeping cash in the bank. But what if market corrects by 20% to 30% in year 2014.

So Return OF capital is more important than return ON capital. Perak Corp has gone up from 60 Cents to RM3.00 but MUI Berhad Hasn't moved at all. Perak Corp can crash below RM2.00 but for MUI Berhad downside is Limited since it has not gone up in price.

So Stay safe - Cash or MUI Berhad.

Posted by Ooi Teik Bee > 2013-12-20 10:37 | Report Abuse

Please do not compare a ugly duck to a beautiful swan. Nothing to compare. There is no such thing as many big frogs jumping in the street, you can catch it easily. Thank you.

Posted by messi > 2013-12-20 10:45 | Report Abuse

Mr Ooi, forget the ugly duck. hope you are kind enough to name some beautiful swans for the benefits of i3 forummers

Posted by Ooi Teik Bee > 2013-12-20 10:46 | Report Abuse

Please refer to my 2014 pick. Thank you.

Posted by shareholder > 2013-12-20 11:09 | Report Abuse

Hi Mr OTB, how do you think about FACBIND? this share worth to invest? thanks

Posted by Ooi Teik Bee > 2013-12-20 11:28 | Report Abuse

Both TA and FA are good for FACBIND. I do not like this stock because of connection to FACB. Thank you.

Posted by Ooi Teik Bee > 2013-12-20 11:32 | Report Abuse

Dear Calvin,

Please do not waste your time to convince me on MUI or PMCorp. I know them very well. I had done my homework on them. Thank you.

Posted by shareholder > 2013-12-20 11:33 | Report Abuse

Hi Mr OTB, is it any wrong with connect to FACB ??
Thanks

Posted by Ooi Teik Bee > 2013-12-20 11:35 | Report Abuse

Nothing wrong. I prefer to buy other better stocks. Please refer to my other picks. Thank you.

Posted by tewnama > 2013-12-20 11:38 | Report Abuse

Yeah betul Ooi. panjang panjang ni memang keliru dan cemar kan suasana

Posted by shareholder > 2013-12-20 11:44 | Report Abuse

Hi OTB, Thanks :)

Posted by DannyC > 2013-12-20 14:55 | Report Abuse

Thanks OTB for your input.

Posted by JXRepcoBuffet > 2013-12-20 14:56 | Report Abuse

Again.... Calvin is promoting PM & Mui over here.... Calvin, my ID JX stand for my kids. I saw your questions previously and replying to you now. Repco Low is one time giant and Buffet is forever green. Hopefully i can make enough money for my retirement.

Posted by Ooi Teik Bee > 2013-12-20 15:58 | Report Abuse

Please do your homework before you buy any stock, it is my advice to all. You must convince yourself the stock you buy is value for money. In stock market, it is always growth, growth and growth. The stock cannot show any grow potential, how to buy ?
Please remember there is no such thing "many fat frogs jumping in the street for you to catch it easily". You want to win big in stock market, it is always "hard work". There is no short cut.
Thank you.

Posted by JKing > 2013-12-23 12:28 | Report Abuse

i am with OTB, i am not in favour for Mui. there is so much more good counter out there. Hotel again is a very difficult business which tie closely with economy. if you are not bullish with the economy and advice to hold cash, then you should not consider hotel business.
if you are right on the economy, should go for inelastic stock like yspsah. you can look at sab as well with well undervalue land behind kota kemuning. A jewel that not many know.

Posted by calvintaneng > 2013-12-24 13:10 | Report Abuse

JKing,

I once owned YSPSah. A very defensive counter. But it is a mediocre company. OK for year 2014. Yspsah is far better than many other counters. I don't know much about sab.

MUI owns 70% of PM Corp. PM Corp is the bargain of this century just like Nestle was during the past century. MUI Berhad also own 450 over Laura Ashley worldwide. And the highly profitable Metrojaya in Midvalley Megamall, Kuching and K Kinabalu.

Only these two laggards - PM Corp & MUI Berhad have the potential to rise 10 Fold. So These Are The reasons Why You Should Sell Perak Corp & All Other Property Counters & Switch to PM Corp & MUI Berhad Right Now!

Strong Reasons For Not Buying Property Counters:

1) Ron95 Petrol Up 20 Cents. Over 100 Construction Related Material Cos Will Be Affected.
2) Electricity Price Up - Increasing Cost For Home Building
3) RPGT of 30% deter speculation
4) Assessment Rate Up.
5) Toll Rate Up - Very bad for steel and cement cos. - cost overruns.
6) GST of 6% Add to Uncertainty
7) Clamp down on foreign labourer will cause spiralling wages.
8) Raising of Threshold from RM500K to RM1 Million Will Turn Away Foreign Investors

Sell All Property Counters As Fast As You Can. He who fights and run away will live to fight another day. And go into the safety of PM Corp & MUI Berhad Now!

Best Regards,

Calvin Singapore.

Posted by calvintaneng > 2013-12-24 13:36 | Report Abuse

Smalltimer,

Very Good. Attend AGM In June and give your views. PM Corp & MUI Berhad will improve with your suggestions

Posted by smalltimer > 2013-12-24 13:42 | Report Abuse

MUI Group now have their AGM in PD. Scare many investor come to complain. Working people will not take leave to be there the whole day.

Posted by calvintaneng > 2013-12-24 13:44 | Report Abuse

Smalltimer,

Noted. Will bring this up to Management. Thank you.

Posted by smalltimer > 2013-12-24 13:44 | Report Abuse

Beware of MUI Group.

(1) 20 Dec just announce over pay rental to subsidiary by RM13 million (PMCorp & MUI). They found out because sold the office building.
Question is, PMCorp is a manufacturing and marketing concern. Why need to rent at so high price office? Should use the factory as the main office.
(2) CFO suddenly quit co over the last month. He would know why the over payment of RM9 million by PMCorp and RM4 million by MUI. Or he is the culprit?
(3)When I queried PMI way back in 2007 why they purchase the empty land and property from sister co. I was told off as being pessimistic. I sensed the fox in making the move.
(4) The staff in the group were "sleeping" to let RM13 million slip by and no police report made.
(5) The choco company spent RM13 million a year for wages, but the supply chain cannot deliver choco to outlets for sale!

Posted by gohcheehoh > 2013-12-24 23:41 | Report Abuse

OTB n Calvin,

Since both of you is active contributor in the forum and I need some expertise advise from you.

Klse got thousand accounts, is they any computer software in the market I can do quires by the following requirement field.
Example by
PE < 5
NTA / current price > 2 times
YoY profit > 50%
YoY revenue > 50%
Market cap < XXX Million

With d above general quires , I can filter some basis fundamental stock to do some home work on the cash, liability, industries, management, peer......

Hope to hear from you advise.

Merry Christmas

Posted by calvintaneng > 2013-12-24 23:57 | Report Abuse

Gohcheehoh,

I am no expert here. Experts are OTB & Kcchongnz.

OTB conducts Classes In KL. And Kcchongnz has conservative style like Graham Net Net type.

These are 3 excellent books I highly recommend:
1) The Intelligent Investor - Benjamin Graham
2) One Up On Wall Street
3) Beating The Street

2 & 3 by Peter Lynch

Posted by houseofordos > 2013-12-25 00:06 | Report Abuse

gohcheehoh

Try this link. It has worked for me and its free.
http://klse.neobie.net/quote.php

Posted by gohcheehoh > 2013-12-25 14:56 | Report Abuse

Houseofordos - the tool useful. At least help me cut down a lot of my homework.

Calvin - thank you for the advise.

Posted by sylvesterlim > 2013-12-31 11:41 | Report Abuse

Can I know what is the situation at this counter now?

Posted by JKing > 2013-12-31 21:57 | Report Abuse

if you are a long term investor, at 2.90 is still a good buy.

Posted by JKing > 2014-01-02 21:07 | Report Abuse

superln has started to move. Mui still standing firm.

Posted by houseofordos > 2014-01-03 15:42 | Report Abuse

wow what s up with Perak Corp.. non stop up for past 3-4 days

Posted by calvin > 2014-01-03 16:21 | Report Abuse

wow.....good show..

Posted by summer22 > 2014-01-03 16:28 | Report Abuse

Yes, any news???

Posted by JKing > 2014-01-03 16:42 | Report Abuse

bonus or vale, either one

Posted by Rachel Lee Lingwooi > 2014-01-03 17:10 | Report Abuse

Fantastic move.

Posted by Ooi Teik Bee > 2014-01-03 17:43 | Report Abuse

Beautiful swan (Prkcorp) is always more beautiful than ugly duck (PMcorp). Nothing to compare.
Thank you.

Posted by JKing > 2014-01-03 18:27 | Report Abuse

counter suspense on Monday for material announcement. it should not be bonus or vale anymore.

Posted by calvintaneng > 2014-01-04 01:16 | Report Abuse

So PM Corp Is Ugly Duck & Perak Corp Is Beautiful Swan. I Challenge All To Follow OTB Advise To Dump PM Corp Shares If You Have Any Right Now! Go And Buy All OTB Recommendations, then.

Posted by ladzatz > 2014-01-04 01:21 | Report Abuse

calvin..perak corp keeps moving up..and today by 43 cents...u lost big match against tigershark...

game over calvin...so pleaselah surrender

Posted by upsidedown119 > 2014-01-04 02:19 | Report Abuse

Calm down. Ugly duck can also turn into beautiful swan. Nothing remains static. But those who listened to Calvin and sold off Perak Corp earlier have missed the boat. Likely that Calvin and those behind him had secretly bought!

Posted by metroview > 2014-01-04 19:42 | Report Abuse

（吉隆坡3日讯）为了宣布重大消息，霹雳机构（PRKCORP，8346，主板贸服股）将于下周一（6日），早上9点至下午5点，暂停交易。
该公司向大马交易所报备，该公司即将宣布一项重要消息，因而要求暂停交易一天。

Posted by houseofordos > 2014-01-04 23:05 | Report Abuse

possible privatization?

Posted by sasopi87 > 2014-01-04 23:09 | Report Abuse

maybe........wait for announcement

Posted by JKing > 2014-01-06 09:17 | Report Abuse

If you believe in me base on my recommendation on prkcorp, suggest you to look at eforce as well. i am very positive on this counter and is another beautiful swam that hidden from the sunlight.

Posted by HC Lee > 2014-01-06 12:39 | Report Abuse

Major announcement..but till now the parties involved are still not releasing the info. Most probably they want to give little time for the public to digest the news before the market open tomorrow.