Lion fib is the best now for steel play and construction play.

What is all these name s?

Hi Sam, you are wrong in understanding Jobst.Anyway I have wrote something previously. This is what I like. Most pppl should be selling cheap to me

Volume doesnt tell anything. Last time kseng selling 3, now 6, same low volume

Hi calvin bro, good here. Travelling to pahang now. Great input here on mulpha. My argument is a property slowdown will dampen its future earnings. Yes they have lots of land, but if no buyer, unlikely they can develop the area. As of now we see no sign of them developing whole area. Since supply more than demand there, price is destiny to fall in future. It is not like matrix, developing whole areas township with lots of demand from selangor and kl ppl.

Why people like to ask tips and target price? Why dont thwy invest time study investment.

是风险也是机会。有人会推高股价卖warrant

Haha. It is funny now thinking back. I remember that time, all my accounting friends say want to study it, as it is the next big thing for Malaysia. Now most of them end up working no day no night for it servicing companies and earning cheap labor salary. Worst more have to compete with those indians it genius coming into Malaysia now!

Jobst ceo is one of the founder of mol if I understand correctly. So I am really excited to see what is his next move for jobst

Bstead only worth looking when someday tan sri lodin becomes khazanah chairman. I have high respect on this guy.

Agree on ytlreit, or ytl also good at rm1.50. Can u imagine, well manage company selling all time low in crazy bull market? I really dun understand. Even better ytlcement is expanding capacity!

Hi Sam, agree with you. Sadly in Malaysia most distressed stock prices due to lousy management. We have to see some tipping points before moves can be taken. To me luckily jobst this year plan selling away to seek. It will be in pn17 soon if it really sell. But what ppl dun understand is it has nothing wrong. I expect ppl to sell even to 0.01 or 0.02 in the worry of pn17. And guess what, its building alone worth 0.02!

More crazy now if deals talk successfully increase selling price, management might pay higher div than 2.40 projected earlier.

Jobst has a team of great management, they grow to become regional dominating company in online job advertisement.tht is why I am willing to put money into them rather than Bill chng now.

I agree, without singapore,iskandars never a success.but will they be real and sustainable? Like our putrajaya msc launch, even invite bill gates come, all world it mnc comes, all silicon valley companies come. Ppl saying malaysia going to be the next silicon valley for sure lmao in putrajaya msc area. Govt so supportive.

And now 10 years later, after change 2 prime minister, what happen? Msc died off, putrajaya ghost city at night!

For me, as I have much more choices to invest, will avoid mpcorp time being. For example, jobst. If revalue achieve, you are investing totally free now. Get every share for free as long as they pay back special div more than rm2.40, crazy deals and no one notice.

I mean gst. All ppl more carefully spending, so those shop revenue down,ask for better rental offer, so reits suffer.

Your strategy good, but for me avoid reits together.when proprety crash and get coming, u think Reits can survive?

Hi Sam, I understand your view, and I have high aspirations to succeed in investing as I hate losing and even more I hate working. I have same aspirations as you to succeed in investing and not to work with others anymore, to get my own freedom.

To me, I have studied VT history, one of my uncle knows him personally. Way back 30 yrs VT is just nobody. But his tropicana is a great success.For Mr, ft is just a lucky bitch. Why those stupid bankers still want to lend him money even with so high gearing? Partly he has the golden goose bjtoto, partly he is politically linked. If I bankers tht time, will just takeover his company and liquidate those lands, why allows him a chance to do all the stupid restructuring? Yeah?, politics again.
Well if vt is lucky that time, I guess you enjoy his luck also. So you are lucky he succeed.look at Times square, huge success to him, but it took him 10 years to build it. Omg. And time square to me a lousy building lab. Like a pasarmalam.all shop not well organized,here a bit foodstuffs, the next door a fashion stall? I have doubts. Look at Wismacosway also, omg. Every time I go I feel like in the 70s. I feels like puipui pui. Wtf, next to pavilion, prime area in Klein, and this kind of lousy building? Pui.

Nope, I disagree. Johor can't boom like KL and Penang for some reasons:
1.Penang people rich, highly educated with many back from overseas to contribute in many areas, such as tech, property and also finance.So Penang boom. But even boom faster and higher after DAP get control! It is the most well managed town now in Malaysia, with lots of great food.

2. KL-Capital city of Malaysia, most Financial hubs, financial activities, all tycoons, businesses, MNC all in here. So will the Money! So boom by nature.

3.Johor- Although near Singapore, most ppl earning SG dollars, but seems like not so well managed? Too long under regime of lousy government? Now with Iskandar see some hope to lure Singaporean over to invest. But funny thing is same time come out with lots of policies not welcoming people?? Contradiction here. As we see recently hike in import car fees? The Sultan even want to set some laws in property if not wrong?? I have doubts. And Johor is the most unsafe city in Malaysia! Lots of Gangsters, Drug dealers etc, you named it, like an oldtime Chicago, Mafia city??

So what makes you think it will goes up well? It simply go up I think in tandem to catch up a bit since Penang and KL also gone up in prices.

And it is heading to crash very soon, just like our beloved Putrajaya.....Ghost city at night!

My worry is-This old egoistic man will not loss his control in MPCORP. Also same time property market going crash near term. My expectation is KLCI going to have correction as soon as Sept this year from what I have read so far from so many analysts views and reports.

Buying MPCorp now might not be a good idea. Although longterm if can change the management is the best solution to gain from this counter.

Yes, MPCorp can go even higher after their corporate actions finish, my worry is can this be sustainable? Without any major reform in their management? Can CEO and whole team of management be changed after this?

I agree Calvin, shares need something we called Catalyst in investment arena.....

But to me I see higher risk in Properties Market in Malaysia now. Most worrying is the unsustainable high property price, and it might caused crash very soon once BNM announce another round of interest hike. Some expect as soon as coming Sept, most expect in Nov. My view is very likely next yr 1stQuarter before GST. And with higher interest, all these high gearing companies will die faster as they have to pay higher interest.

I understand you are in the property market , and afraid you might not see the big picture. Will Johor property market died off? Maybe not if Singapore investors are supportive. But definitely I expect prices to go down in future when Supply>Demand.

Most of the undervalued companies as mentioned, are involved mainly with property, MPCORP is, MULPHA is. Yes, they have valuable lands going to boom soon, and price will go up as expected. But can this go for long? I think not sustainable as property not like other business. They have to launch every year new property project to earn money to sell buildings. If property market died off, the higher price might not sustained. It is not like industrial stocks, once you expand capacity due to higher market share % gain, most likely to sustain the position, meaning profit is sustainable, so is share price. We see how HoHup died off 10 years ago, due to bad management also same time crash in 97 crisis.

So for LionFIB I see its market slowly recovering due to government policy change. They are beginning to stop China steel dumping, so I buy Masteel. Mainly due to the MRT project and the Singapore-Malaysia Train projects. At the same time I see future in LionFIB-it sells steel also. But if for assets play, I will go big on LionFIB rather than Masteel. Though I like Masteel management better. (They has never loss making even in such highly competitive time where most steel makers loss money!)

Ok, Calvin, I will calm down, just my own personal view. But sometimes I do take speculative position in these Big Shark mouth. To earn on the waves. BjFood I did once, when it was listed. Few weeks later also doubled. Then sell away all to earn little pocket money. But for KLCI in 1800+ I think better to stay away from all these sharks counters.

I do have high respect on you Calvin for introducing us with so many great undervalued stocks and with so details analysis and writing. My salute to you. But for me, my personal view is to avoid all properties counters for now as I think too high risk building in this sector. I rather have my money into Tech stocks, Constructions, and also industrial stocks for export oriented stocks.

Hehe, something brewing liao............

wish all Insas investor and Leno good luck ya. All Insas related companies invest into property, a market that is going to crash soon ya. See Lee Kar Sheng selling all his REITs property in Malaysia? He sees something you all not yet seen ya. What happen after he cash out most of his China exposure? Learn from the wiseman-All time Chinese richest man in the world will seldom goes wrong yah

another idiot coming out talk cock ya, MAS is bankrupt, how to take over AirAsia? haha.

Calvin, if talking like this, LionFIB shr price RM1.17, NTA=RM5+, don't you think you should switch all MPCORP,MUIIND and Mulpha to LionFIB??

Leno, thanks for your condolences, anyway your LCTH going no where ya? Insas is going to get hit badly soon in coming next crisis, wish you all the best ya.

Calvin, agree VT 100x mother fuker than Bill, so what, he is billionaire today and can talk cock on how he success. In fact we knows deep in our mind, he is just another fuker with linkage to those in the regime. And even more funny recently another mother fuxker come out say he got no linkage with ppl inside to get those project, and put himself in trouble to withdraw from a seriously profitable biz. Haha, all these ppl think shareholders are suckers and have no way but to help them in making money at the same time they get the biggest sharing in the pie.

For me, I rather put my money with Lion King, though he is a witty guy, but he seems more honest than many others, at least he takes good care of his own employees.

By the way, even how low undervalues is BJCorp,how high I know BJFood can shoot up limit up in future, I still avoid any of his related major shareholdings companies, just like the fuxxxker Albuxxry DRB(which deeply undervalued), and also the Anaxxx Krishxxx related too! I have bought BJTOTO myself many years ago for Dividend sake, but avoid after 2008 then. I rather go for Magnum now. BJTOTO has never recover back RM5 since......you see the big picture? Small fish like us cant ever get the biggest benefit out of them, and there's nothing much you can do about them in here-Malaysia!

avoid insas, it is inflating its book by all these right issues etc....it is not by revenue improve, or profit margin improve, dangerous liao......and be careful everyone

This is another assets play not to miss soon, just wait for special dividend first then see how

what show? Keep for longterm at least 5 years to see 100% return is my point. If really doubled, then sell away to get back initial capital and keep the rest to let it run near its NAV

why no one interested??

Agree Jack, if it sells, it will sell to UOB,OCBC, not the stupid MxxxBank

For me, ranking on all these under valued stocks as below
1.lionfib
2.mulpha.
3.muiind

For me, ranking on all these under valued stocks as below
1.lionfib
2.mulpha.
3.muiind

There are so many good company out there, why risk ur money in this old ego man? And the useless 富二代。

I totally disagree Sam view. Yes, you are helping the old and Damon ego Bill chng by buying all these rights and throwing your money to sea. Why? He controls the money and manage the money. And more damn is his son is CEO. Buying shares is doing business with other ppl, I personally dunlike him, and will avoid him, that is the only way to avoid losing. And you all keep promoting its johor land. Yes, it is valuable, but do he has the capability to do it? Nope, this is why right issue and tey por yee come to picture.

Volume up a lot, something must be brewing nearterm, cannot be suddenly volume up so many

Focus Malaysia's report might has a bit funny, but I think they have valid points. I would rather see Bill loss his control in MPCorp, why we want to help him by buying more of his shares? See him sell his assets and pay those creditors, also see him loss his control of MPCorp and take over by Tey better.

he release a bit, share price quickly move up.

Yup, their wording if no one want to buy nusa damai land is totally wrong as all tycoon eyeing there. But anyway their view saying mpcorp heading no where after right issues partly truthful.

Warrant expired soon

Buy latest focus malaysia. And you will know mpcorp totally no hope.

For me unless tey get control in mpcorp, if not i rather not buy. No confident with those 富二代ceo. Look at his face, like an idiot pig i say.

calvin, you talk so many ,got buy not

but I wonder why they sell away their golden goose-tyre business?? Is it due to the manufacturer restructuring plan in the region? They want to consolidate?

Comeone Calvin, look at its book! LionFIB is way above the Mulpha-waiting for development coming, Mudajaya India's power-plant, MPCorp, no way it is heading even after right issues. People just hate Bill Chng and his ego which cause him no good ,but just a lousy building of MPL. Buy latest Focus to see, ppl want him die and sell away assets, but he just won't let go. Tey por yee, the protasco new boss see land in johor of MPCorp. If balance cant be find between the ego Bill and upcoming Tey, MPCorp with just RM700K left in capital can do nothing much also. He had bad reputation in banking system. Why dont he just sell away the asset,since he is a lousy manager, with a lousy son as CEO, OMG.
And MUIIND even worse, have to wait till the oldman get a divorce settled first only can see some movement.....

Buy LionFIB I would say instead. The Old witty LionKing-William is coming back strong. See how he restructure Parkson! I like his way of doing thing! No wonder he is once the richest in Malaysia, he can deliver if he insist to! See how he strike deals in just this few months. I have strong believe Lion Group can be in profit soon, because government in a way agree to stop those Chinese Steel dumping here for their overcapacity, also protect local manufacturer.

With construction major theme coming years, I think industrial should do well if not really flying.

Hi calvin, mind to share your view on lionfib. A totally net asset play company. I think its management at least better than muiind, mpcorp, and probably mulpha. It has similar problem as muiind, got and lend money to related companies, now this m9neyy is even equivalent to current stock price. It is another crazy deals at it is cash rich, also same time it has some valuable lands.

looking at its trend, highly possible

no, not because he is doing you all favor. It's because he knew something is brewing, special div maybe.

20cents lah special dividend

news coming soon? Stable @ 2.40