Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:08 | Report Abuse

FGV Holdings Bhd
1.65 MYR
-0.11 (-6.25%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:09 | Report Abuse

Cepatwawasan Group Berhad
0.93 MYR
+0.10 (12.05%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:10 | Report Abuse

Plantation counters

The prices have risen from their recent lows.
If you have not bought in during the lows, the risks:rewards going forward at present prices may not be in your favour in the long run.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:13 | Report Abuse

Duopharma Biotech Bhd
1.39 MYR
+0.67 (93.06%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:14 | Report Abuse

Pharmaniaga Berhad
0.64 MYR
-0.27 (-29.12%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:14 | Report Abuse

IHH Healthcare Bhd
6.40 MYR
+0.43 (7.20%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:15 | Report Abuse

Not many great companies in the KLSE. I like company with consistent growth. Growth is not easy over many years and this is obvious.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:17 | Report Abuse

Apex Healthcare Berhad
2.89 MYR
+1.76 (155.75%)past 5 years
9 Jun, 5:00 pm MYT

This counter has done well. Well worth a deeper look into.
DY 1.9%

****

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:20 | Report Abuse

KPJ Healthcare Berhad
0.88 MYR
-0.18 (-16.67%)past 5 years
9 Jun, 5:00 pm MYT


This medical service provider continues to grow into various regions of Malaysia. Also, the hospitals it owns continue to develop new services. Yet, return to shareholders has been anaemic over the long term.
DY 0.86%.

Not all growths are profitable. Growth can also destroys shareholders' values.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:22 | Report Abuse

Southern Acids (M) Bhd
3.86 MYR
-1.04 (-21.22%)past 5 years
9 Jun, 5:00 pm MYT


I didn't expect those holding this counter the last 5 years to experience a loss in its share price. Always buy low to protect your downsides; doing so ensures the upsides take care of themselves.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:39 | Report Abuse

LKL International Bhd
0.070 MYR
-0.21 (-75.00%)past 5 years
9 Jun, 5:00 pm MYT


This counter rose to RM 1.50 during the pandemic.
But this was just a flash in the pan, driven by short term demand for its products (providing beds and utilities to the hospitals).

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:40 | Report Abuse

MISC Bhd
7.18 MYR
-0.22 (-2.97%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:41 | Report Abuse

Malaysia Airports Holdings Berhad
6.73 MYR
-2.06 (-23.44%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:42 | Report Abuse

Pos Malaysia Bhd
0.60 MYR
-4.62 (-88.41%)past 5 years
9 Jun, 5:00 pm MYT


This company is unable to compete. Needs a lot of revamping, especially cost cutting.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:45 | Report Abuse

YTL Corporation Bhd
0.61 MYR
-0.81 (-57.04%)past 5 years
9 Jun, 5:00 pm MYT
DY 4.1%


Do not be tempted by the DY of 4.1%. A falling price makes all the valuation parameters (PE, DY, PB) look dangerously attractive.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:45 | Report Abuse

YTL Power International Bhd
0.76 MYR
-0.57 (-42.48%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:46 | Report Abuse

Tenaga Nasional Bhd
8.79 MYR
-5.65 (-39.13%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:46 | Report Abuse

Gas Malaysia Bhd
3.11 MYR
+0.17 (5.78%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:49 | Report Abuse

SUNWAY REAL ESTATE INVESTMENT TRUST
1.55 MYR
-0.18 (-10.40%)past 5 years
DY 2.71%
9 Jun, 5:00 pm MYT


Axis Real Estate Investment Trust
1.97 MYR
+0.35 (21.60%)past 5 years
9 Jun, 5:00 pm MYT
DY 4.59%

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:50 | Report Abuse

IGB Real Estate Investment Trust
1.68 MYR
-0.09 (-5.08%)past 5 years
9 Jun, 5:00 pm MYT
DY 4.29%

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:51 | Report Abuse

AmanahRaya Real Estate Investment Trust
0.65 MYR
-0.31 (-32.29%)past 5 years
9 Jun, 5:00 pm MYT
DY 12.7%

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:52 | Report Abuse

YTL Hospitality REIT
0.95 MYR
-0.23 (-19.49%)past 5 years
9 Jun, 5:00 pm MYT
DY 4.46%

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:54 | Report Abuse

UOA Real Estate Investment Trust
1.19 MYR
-0.52 (-30.41%)past 5 years
9 Jun, 5:00 pm MYT
DY 7.26%

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:54 | Report Abuse

KLCCP Stapled Group
6.79 MYR
-1.07 (-13.61%)past 5 years
9 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:55 | Report Abuse

Al-Aqar Healthcare REIT
1.21 MYR
-0.36 (-22.93%)past 5 years
9 Jun, 5:00 pm MYT
DY 6.45%

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 19:56 | Report Abuse

REITS

I am not the great fan of Malaysian reits. You can get better returns elsewhere.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 20:00 | Report Abuse

Berjaya Corporation Bhd
0.24 MYR
-0.10 (-27.94%)past 5 years
9 Jun, 5:00 pm MYT

Posted by VTrade > 2022-06-09 20:01 | Report Abuse

Please la… misleading sikit lo
Sila tambah all the bonus n divident to count again..

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-09 21:00 | Report Abuse

Share prices already adjusted for capital changes.
Dividends not included in the overall returns.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-11 06:59 | Report Abuse

As a general rule, be suspicious and shy away from a stock with very high dividend yield.

Posted by Sslee > 2022-06-11 09:26 | Report Abuse

3iii,
What is your intention of this past 5 years record?
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
Insas Berhad
0.79 MYR
-0.27 (-25.47%)past 5 years
9 Jun, 5:00 pm MYT

If you have nothing better to do why not teach people how to read Balance Sheet and cash flow statement on:
What is good or bad receivables, inventories and debts.
What its mean to impaired goodwill and receivables every year.
Why some company almost every year PP, RI, ESOS and Share grant.

Hopefully with your teaching people will not fall for company like Netx, Serba, Sapura, Jaks and etc.

Many thanks in advance.

Posted by stockraider > 2022-06-11 11:45 | Report Abuse

Not much u can learn from 3iii loh!
He is not really a value investor, he is a big follower of brand investment mah!

Posted by Sslee > 2 hours ago | Report Abuse

3iii,
What is your intention of this past 5 years record?
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
Insas Berhad
0.79 MYR
-0.27 (-25.47%)past 5 years
9 Jun, 5:00 pm MYT

If you have nothing better to do why not teach people how to read Balance Sheet and cash flow statement on:
What is good or bad receivables, inventories and debts.
What its mean to impaired goodwill and receivables every year.
Why some company almost every year PP, RI, ESOS and Share grant.

Hopefully with your teaching people will not fall for company like Netx, Serba, Sapura, Jaks and etc.

Many thanks in advance.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-11 19:25 | Report Abuse

Insas Berhad
0.79 MYR
-0.10 (-11.24%)past year
10 Jun, 5:00 pm MYT

Insas Berhad
0.79 MYR
-0.27 (-25.47%)past 5 years
10 Jun, 5:00 pm MYT

Insas Berhad
0.79 MYR
+0.41 (107.89%)all time (2006)
10 Jun, 5:00 pm MYT

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-11 19:31 | Report Abuse

>>>

Sslee

9,754 posts

Posted by Sslee > 9 hours ago | Report Abuse

3iii,
What is your intention of this past 5 years record?

>>>>


The stock market is down. The bears are dominating. Many counters are sold down.
I am just using my method to screen for great companies that have given great returns to their shareholders over the years (5 or more years).
Sadly, in Malaysia, there are very few companies that have delivered multi-bagger returns consistently to their shareholders over 5 or more years.

{SSLee You will agree that though price maybe driven by market sentiments in the short term (voting machine), the price of a company does reflect the fundamentals of the company over the long term (weighing machine). Thus, this is a simple way to screen for stocks, to then select these for further studies to own in this bear market. Cheers. Regards.}

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-11 19:35 | Report Abuse

US stocks have been beaten down severely. But these were the same stocks that had shot up massively over the recent years.

Interestingly, I read an article which forced me to rethink on how to screen for stocks. Do you know that about a third of the S&P 500 stocks actually delivered >100% capital appreciation over a 5 year period, for the long term investors? This fact cannot be ignored by a long term investor who is looking for long term growth in his portfolio (long term greedy). Screening the US stocks has been even more interesting and rewarding. There is so much information on these stocks in the web, facilitating analysis.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-11 19:39 | Report Abuse

>>>
stockraider

29,819 posts

Posted by stockraider > 7 hours ago | Report Abuse

Not much u can learn from 3iii loh!
He is not really a value investor, he is a big follower of brand investment mah!
>>>>>


When Nestle went from RM 70 to RM 160 and now back to RM 130, and if you have been holding this stock since 1993, you will realise that my style of investing will never change to embrace yours.

Regards.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-11 19:56 | Report Abuse

<<<<
Sslee

9,754 posts

Posted by Sslee > 10 hours ago | Report Abuse

3iii,
What is your intention of this past 5 years record?
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
Insas Berhad
0.79 MYR
-0.27 (-25.47%)past 5 years
9 Jun, 5:00 pm MYT

If you have nothing better to do why not teach people how to read Balance Sheet and cash flow statement on:
What is good or bad receivables, inventories and debts.
What its mean to impaired goodwill and receivables every year.
Why some company almost every year PP, RI, ESOS and Share grant.

Hopefully with your teaching people will not fall for company like Netx, Serba, Sapura, Jaks and etc.

Many thanks in advance.
>>>>>

You really only need a few very good stocks for the long term in your portfolio and you will be very rich.

Having identified these goo stocks, you should spend more time on in understanding their balance sheets and business models. Your rewards are proportional to the amount of real effort you put in.

There are many stocks you do not wish to be involved in (perhaps 95% of the stocks in the market). These can easily be discarded quickly within minutes. Dwelling on their details just means you are not allocating your invaluable time productively or intelligently.

Of course, long term investors approach the market different to those short term players.

Cheers

Posted by Sslee > 2022-06-11 20:15 | Report Abuse

Dear 3iii
Markets can stay irrational longer than you can stay rational.

Insas is a profitable company and has never failed to increase its total equity value as at 31 March 2022, NTA stand at RM 3.30
Non current assets: RM 888,527,000
Current assets: RM 1,940,461,000
Con current liabilities: RM 167,970,000
Current liabilities: RM 467,984,000

So can you tell me why market can stay irrational for so long untill Insas market cap is now below its net cash?

Note: Insas controlling sharehokders Dato' Thong and PAC officially hold 32.96%. Any actions that will result in this holding to 33% will trigger a MGO.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-11 21:36 | Report Abuse

SSLee
Who controls the market price of Insas?
Are u in a position to reprice this company?
By various parameters, Insas is undervalued.
However, so far the shareholders have stayed unrewarded.
Perhaps, one day it will be taken private. (?)
Perhaps, an acquisition by another party (?)

Posted by ahbah > 2022-06-12 12:55 | Report Abuse

What are the stocks where we all can put our hard earn moni now ?

Posted by ahbah > 2022-06-12 13:01 | Report Abuse

Now, the whole world got high inflation n interest rates are being raised to fight it, where is the best place to put our hard earn moni ?

Posted by ahbah > 2022-06-12 13:01 | Report Abuse

Our RM is falling ? Why ?

Posted by ahbah > 2022-06-13 10:11 | Report Abuse

Anyone got found any stocks that will rise 100% in the coming next 5 yrs ?

Posted by value_seeker > 2022-06-13 10:50 | Report Abuse

Hibiscus/ Pantech/ Armada

Posted by value_seeker > 2022-06-13 10:52 | Report Abuse

IOIProperties/ TSH/ Insas/ Sarawak Plantation

Posted by Sslee > 2022-06-13 11:17 | Report Abuse

If you bottom fishing for those beaten down value stocks most likely it will take less than a year to go up 100%

But the question is when is the bottom and which one is a value stock?

Posted by nicholas99 > 2022-06-13 11:21 | Report Abuse

and it will really a beaten stock.

Posted by ahbah > 2022-06-13 12:44 | Report Abuse

Thanks.

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2022-06-13 16:15 | Report Abuse

>>>
Posted by ahbah > 6 hours ago | Report Abuse

Anyone got found any stocks that will rise 100% in the coming next 5 yrs ?
>>>>


This thread is on those stocks that had risen 100% over the last 5 years.
This is quite different from trying to find stocks that will rise 100% over the next 5 years.

Posted by ahbah > 2022-06-13 17:00 | Report Abuse

I am trying to learn from your lecture on the last 5 yr of stock price increases to look for the stocks that may rise for the coming next 5 yrs.