Posted by 9888 > 2017-08-08 12:14 | Report Abuse

if the results is not up to expectation, whu pay i dividend ?

Posted by paperplane > 2017-08-08 12:42 | Report Abuse

time to add I guess?

Posted by Kadir Almushayah > 2017-08-08 17:15 | Report Abuse

paperplane..wise comment

Posted by dompeilee > 2017-08-09 08:01 | Report Abuse

I have a theory why KESM has dropped almost 2.00 from its high but Sunright is still holding quite steady during the past few days' big drops: even at this relatively low price(14.78), the parent's stake in the co. is still worth just over S$0.80 per share,which means an investor is getting 'paid' s$0.26 per share just to own the rest of Sunright's assets & own biz, which is net cash and profitable!

Posted by 9888 > 2017-08-09 15:39 | Report Abuse

shit, who is selling 53,200

Posted by godhand > 2017-08-09 15:50 | Report Abuse

paperplane u adding at this price?

Posted by Alex Foo > 2017-08-09 15:53 | Report Abuse

@ooihk899

havent collect oh... price looks sedap now...

Posted by huiyi > 2017-08-09 15:56 | Report Abuse

add a little bit.

Posted by ooihk899 > 2017-08-09 16:46 | Report Abuse

Alex Foo, last year I collected enough already.

Posted by ooihk899 > 2017-08-09 16:47 | Report Abuse

If drop below 14, maybe can consider

Posted by ongmari > 2017-08-09 16:48 | Report Abuse

buy opportunity....? back to 15 in no time

Posted by ooihk899 > 2017-08-09 16:51 | Report Abuse

Alex Foo, I old already easy to forget, just checked, I bought the counter 2 yrs ago.

Posted by Alex Foo > 2017-08-09 16:55 | Report Abuse

ya...i late to party...only started main share since apr 2017...haiz....any good recommendation?

Posted by ooihk899 > 2017-08-09 17:41 | Report Abuse

You already have quite a few good counter like Magni, Prestar, HRC...I thinks don't buy so many, if market collapse, you will not have enough time to run, remember we only got 2 hands, not like Octopus, hahaha

Posted by Alex Foo > 2017-08-10 09:28 | Report Abuse

haha....i din buy prestar....but i think that steel company is solid la....yes i got magni and hrc, you stalk me? haha

what else you can recommend? i super late to party, now price all so high > <

Posted by Edwardong53 > 2017-08-10 09:36 | Report Abuse

Where are those smart alex who recommended to buy this counter by telliing ppl this TP and that TP, Pls come out now and tell those ppl who are now trapped lah. Pity those ppl who went into this counter and now they don't know whether to cut loss or to hold for the news of the drop to be announced. It is always like that ... when the share is hot. you can see so many "sifus" coming out to give their recommendations and when the share started to drop, all of them slipped away quietly.

Posted by godhand > 2017-08-10 10:17 | Report Abuse

@edward this is a people eat people world. thats why u need to do your own homework. Buying a stock without knowing it's margin of safety is like suicide.

Posted by ooihk899 > 2017-08-10 10:21 | Report Abuse

Alex Foo, your r not Miss World why I want to stalk you? Hahahaha, just that we have common counter. Magni also I bought 2 yrs ago. You late to party, better becareful.

Posted by Edwardong53 > 2017-08-10 10:22 | Report Abuse

@godhnd - Agreed. If you just listen to these "sifus" you are digging your own grave... but put your money in FD; it's safer although low return

Posted by godhand > 2017-08-10 10:26 | Report Abuse

i teach u how to see la. u see those ppl give sky high unrealistic tp is usually not a kind sifu. For example hengyuan, 20.00 tp also i got see.

Posted by suregain > 2017-08-10 10:26 | Report Abuse

downtrend stock

Posted by paperplane > 2017-08-10 10:39 | Report Abuse

wow! interesting. don't rush to buy first. wait and see side way. thinking if panic selling to 13 will happen not

Posted by ooihk899 > 2017-08-10 11:47 | Report Abuse

paperplane, you ask ppl to wait but you sapu all at 14 ar?

Posted by paperplane > 2017-08-10 13:23 | Report Abuse

Hehe. Shhhhhhh

Posted by paperplane > 2017-08-11 09:46 | Report Abuse

wow, yum yum.....almost time to add. let those weak holder sell fast fast lah. RM13. i que

Posted by paperplane > 2017-08-14 13:16 | Report Abuse

So fast rebound....apa lah

Posted by Alex Foo > 2017-08-14 14:02 | Report Abuse

show over...haiz...

Posted by kongxkong > 2017-08-14 14:12 | Report Abuse

back to 15bucks. last few days my feeling abit down. haha

Posted by leekh5555 > 2017-08-14 14:17 | Report Abuse

just hold and waiting for next QR.

Posted by optimus9199 > 2017-08-14 15:08 | Report Abuse

sold 14.98 and 15.10

Posted by bjaya > 2017-08-14 15:20 | Report Abuse

when is the next QR ?

Posted by kk123 > 2017-08-14 16:27 | Report Abuse

up 1 ringgit ..

Posted by projecti2016 > 2017-08-14 18:47 | Report Abuse

wow.

Posted by paperplane > 2017-08-15 00:44 | Report Abuse

I get my money ready for 13 and below! But it rebound. Wtf

Posted by moneypedia > 2017-08-15 07:03 | Report Abuse

Wow powerful stock after ajinomoto last time....

Posted by Gabriel Khoo > 2017-08-18 22:24 | Report Abuse

（吉隆坡18日讯）虽然科技已经上涨了两年，但我国今年回酬最高的基金经理认为，这股涨势至少会延续2年时间，归功于全球对智能汽车和手机的需求量增加。Inter-Pacific资产管理有限公司总执行长林志诚（译音）接受彭博社专访时预测，市场对汽车和手机的需求量提高，推动国内科技股攀升，这股涨势至少会延续多2年。

他解释，由于汽车越来越朝向自动性能发展，进而推动电子零件需求量日益提升。

“世界最畅销的产品不是手机，而是汽车，且后者的价值比手机高得多。”

“手机如iPhone可能有几个光二极管（LED）零件，但汽车所拥有的相关零件会更多。”

专心寻宝不看综指

另一方面，37岁的林志诚分享到，他在投资上采取集中策略，手上持股从来不会超过40家公司。基金持有的公司股权规模，占其基金投资组合的比例至少3%以上。

“从事基金经理的工作是沉闷的，若找到了投资目标公司，就买入，然后等待获利。”

林志诚提到，投资者应该忽略市场上的噪音，即使找不到任何新的投资对象公司，他也不会任意购入公司股票。

他也透露，平时都在留意和买入未来获利表现持续提升的科技和制造领域股项。

另外，与其他投资者不同，林志诚几乎没有追踪富时吉隆坡综合指数的最新走势，他宁愿将时间放在寻找新的投资对象。

“我们分析的方式（与外界）差别很大。某种意义上，我已经‘关闭’对市场近况的追踪，只是专心发掘潜在投资公司。”

“如果你问我目前的综指走势，我甚至不知道。”

从时事找灵感

此外，林志诚在选股进场时，常会从身边的事物和新闻资讯找灵感。

他指出，5月份爆发“想哭”（WannaCry）病毒勒索软件肆虐事件后，立即购入网络安全软件制造商Systech（SYSTECH，0050，创业板科技股）股票。

自今年6月份以来，Systech的股价已经飙升了65%，从5月杪的27.5仙，升至目前的45仙水平。

“大马在网络安全方面的投资，仍处于起步阶段。我们进场得早，因此才能取得良好的回酬。”

除了科技领域外，也是摩托骑士的林志诚，留意到越来越多驾驶者选择雅马哈（YAMAHA）摩托车，因此，也买入组装和销售该品牌摩托的丰隆工业（HLIND，3301，主板消费产品股）。

“自2014年以来，丰隆工业的股价几乎翻了一倍，而近期来我看到越来越多雅马哈摩托车在路上，这让我重新留意该股。”

丰隆工业从2014年杪的4.49令吉，攀升至目前的9.80令吉水平。

投资收益捐慈善

林志诚早前在掌管440亿令吉资产的兴业银行资产管理公司任职。

在去年12月起，担任丹斯里陈志远旗下Inter-Pacific资产管理高职，管理5000万令吉资产，因为新东家让他成立一个社会企业基金。

林志诚在投资上取得卓越的成就，但真正让他感到喜悦的，是将一半薪资，捐助国内有需要的非宗教非盈利组织。

此外，他也将在股票投资获利的20%收益，捐助作为社会企业基金。

“我不会在工作时，考虑我可以为自己赚取多少利润。”

基金回酬51%独领风骚

科技股暴涨，让Inter-Pacific动态股权基金在上半年增长46%，当中，符合回教交易的投资组合基金更增长了51%，在投资马股的246家基金公司里独领风骚。

据彭博社报道，截至今年5月杪，该基金的亮眼成就，主要因为占基金比例高达38%的科技股表现。

该基金持有的科技股，包括半导体机械制造商维视机动（VIS，0120，创业板），以及硬盘和汽车的精密零件制造商艾尔软体（ELSOFT，0090，主板科技股），两项股在今年平均增长了1.57倍。

当中，艾尔软体是该符合回教教义的基金投资组合中份额最大的投资，主要从事制造光二极管测试仪器。

维视机动已从去年杪的36.5仙，涨至目前的1.25令吉。

而艾尔软体则从1.42令吉，升至2.81令吉。

Posted by ongmari > 2017-08-21 16:14 | Report Abuse

wait for low to buy??

Posted by ongmari > 2017-08-21 16:51 | Report Abuse

tomolo can start engine

Posted by Alex Foo > 2017-08-22 15:10 | Report Abuse

ok. i have finished reading comments from 2015 to present.

Posted by Alex Foo > 2017-08-22 17:00 | Report Abuse

here are some key observations

1) cash yield as reliable metric
2) skepticism and fear surround around QR release.
3) more fears generated (some naysayers commented deleted, i can't see) around economic events
4) it seems that there's a period when there's more down time (meaning stocks price drop more days), then sudden surge, everyone start commenting again
5) For point 4, when it goes up, it goes up real quick.
6) Some sold too early. Make some comments to discourage people to buy (maybe they want to collect lower)?
7) saw some cut loss mechanism in place. This is a good practice.
8) some chose to average up only. This takes faith in view of falling stock price everyday.
9) all in all, from 2015 to 2017, fundamental doesn't change much.
10) the kesm subsidary acquisition is a key one.
11) some new players joining in for a season, then I didn't see them anymore.
12) some stayed on from 2015 until now.

What have i learned.

For a growth stock. Just buy and huat. Average up with each consistent QR release.

Many noises surround around economic events (no choice, people scare crash, just buy gold to hedge ok?)

Kesm fundamental is on the right path immediately after that important acquisition.


p/s: i don't like sunlight.

Sincerely

Alex

Posted by paperplane > 2017-08-22 18:00 | Report Abuse

good sharing Alex

Posted by huiyi > 2017-08-22 18:33 | Report Abuse

Alex Foo you are hardworking. How old are you? 25-30? 30-40?

Posted by ooihk899 > 2017-08-22 22:06 | Report Abuse

Hmmmm..... when is it going to move to 20?

Posted by ongmari > 2017-08-23 10:54 | Report Abuse

when is announcement of the quarter result?

Posted by aidan89 > 2017-08-25 14:16 | Report Abuse

Usually around 20th September.

Posted by Alex Foo > 2017-08-25 14:17 | Report Abuse

wake me up when september ends~

Posted by ongmari > 2017-08-25 16:07 | Report Abuse

then wait for weakness to buy...14.5?

Posted by ongmari > 2017-08-26 08:52 | Report Abuse

will it go privatise one day?

Posted by musangfoxking > 2017-08-26 10:55 | Report Abuse

when reach 1000!!! kikikiki

Posted by ooihk899 > 2017-08-26 11:59 | Report Abuse

musangfoxking, you are right, by that time one glass of teh tarik will be RM1500,hahaha. Hope this coming QR is better than previous one. Should attend the coming AGM next year.