some ppl might enter ICU liao..

unloaded some at 75cents

I have been holding since Feb last year. Not bad return actually

This year seem like quite ok on all my small capital selection

@optimus9199 seem like you very "kan cheong" for this AGM, So fast and purposely book flight for AGM. I think you are financial freedom now because holds too much nestle shares. Hahahah

I am flying between Singapore, Thailand and HK twice monthly (if have urgent meeting then need to reschedule)

Actually I am looking forward for this AGM since the price is soaring so much. I have been attending 4 AGM in past 10 years.

I want wait and see who is buying from EPF? This new substantial shareholder will be appear very soon after almost 5 mil shares traded today

I will try to attend if in malaysia that week. 26Apr still far away

If have chance let meet!

I will print that out and put on my office wall as reminder!!

@kywoo Actually there is nothing unusual for Nestle going up the way it is going. It is simply the dynamics of supply and demand forces. I believe that there is a lot of demand from oversea sovereign and pension funds for the stock. The demand is unlikely to come from local funds or retail investors. This demand if not fulfilled will continue to exert a pull factor for the price to go up further.

On the other hand, there is hardly any shares or sellers in the market. Since the IPO in 1989 the number of shares remains at 234.5 million units. No bonus or rights or special placement were made since then. Nestle SA (the holding company ) holds 73% and about 23% are held by funds, corporations and GLCs. The free float in the public hands is maybe 2% to 4%. The weak holders of the shares have more or less unloaded all their position.

The only good news to the buyers is that EPF is still selling bit by bit everyday in the open market. In fact EPF has sold almost 5 million Nestle shares since October last year. If EPF stops selling one cannot easily get more than 50,000 shares a day in the open market. EPF's loss is the gain to the oversea buyers.

All the talk of high PEs and overvaluation are not relevant at this point of time. One can talk about it over and over again and the price will still go up. It is unlikely that the price of Nestle will collapse in the near future due to (1) there is no syndicate manipulating the price. The counter is far far too expensive for syndicates to fool around with it. (2) If one is to observe the buying trend over the past 5 months one can see that the stock is actually being accumulated by some very powerful buyers. There has been hardly any profit taking. The price goes up, consolidate for a while and goes up again. (3) Nestle is basically a super blue chip counter. For such a counter to command a very high PE rating is not unusual. There is hardly any huge multi national firms having a public listed subsidiary in our country. Nestle is special and unique to Malaysians.

For those still holding on to their Nestle shares I would advise you to hold on to the shares for long term investment. It may be the best thing you would have ever done with your hard earned money.

when RM90, ppl said too high then Nestle up to RM100;
when RM100, ppl said too high then Nestle up to RM110;
when RM110, ppl said too high then Nestle up to RM120;
when RM120, ppl said too high then Nestle up to RM130.

For those who still holding sure SHIOK; for those who only monitor the price sure SOUR

Yesterday minum kopi with my friend who work as a salesman at one of Haio outlet. He told me last few months business is good (but not that great). When I ask him about Indonesia market, he has no idea.


So at this price I wont add more; will wait and see coming QR only decide

this type of market sentiment dragon also will die

I found every counter after I dumped sure up; next time I shall open a proxy account as backup. Hahahaha

1.65 unloaded some; (because already over my TP of RM1.50 as I mentioned on 24Feb

Matthieu, this counter difficult to predict. Previously I bought at 30cents then all the way up to 50-60cents (I sold off at 50cents); then when it drop below 40cents then I enter again at 38cents then drop to 32cents I enter again..

Seem like all the profit in my ROUND ONE will be eaten up soon by this ROUND TWO drop..

This counter play play can la but dont fall in love with. If not you will be fallen into RED RED..

EPS about 4sen, estimated about 16sen per annum. Rm1.60 will be reasonable.

Just ignored that Fishmi. Go every counter blow buy and sell

limit up soon

newbie will ask the same question again when the price hit RM1.50

only two consequences now:

1- Uncle Koon sapu JAKS or;
2- Uncle Koon kena sapu

which sohai will buy their private placement????


Assuming an indicative price of 42 sen per placement share, the group said the exercise could potentially raise up to RM9.92m

I will buy back if hit 1088!!

Matthieu relax. It's ok. I am not contra kaki. As usual I will sell if my holding hit more than 50% from my cost.

Earlier I also face same fate in PANSAR. Always no chance to sell at peak, cukup makan ok liao

Bonus issue soon. Company non stop by back since 2-3yrs ago

I have totally out of idea after checking yesterday QR. Next coming QR will turn ugly. Why?? Because raw materials wheat and corn has been increasing since this year.

Corn from below $1900 to $2200 now; wheat from $420 to $490.

Dato Seri Calvin,

I have some extra funding after dumping all KPSCB. I am searching for some low price counter with high NTA (for example, OCB (5533) PCCS (6068) and etc). Of course no China stock at all

How you think which can hold 1-2 years for good return?

Dear Dato Seri Calvin,

I'm glad that you started talking something make sense

NOW TO ALL HERE AT KPSCB FORUM
PLEASE NOTE THAT ON THIS DAY I CALVIN TAN TESTIFY THAT I CALLED FOR A BUY ON KPSCB AT 53 SEN (FIFTY THREE MALAYSIAN SEN)
DON'T SAY THAT I TELL YOU TO BUY AT 66.5 SEN
I HOPE NO ONE COME OUT MANY YEARS LATER AND START BLAMING

finally 65cents clear all my stock to Ah Seng... Tomorrow will drop back. I have been holding this counter since 2015. 3 years earn 60% not bad.

You dont buy just because Dato Calvin promote it.. Dato Calvin, dont hope Ah Seng will give you dividend. I have been waiting for so long liao..

Matthieu, 3yrs ago I sapu when 1.2 to 1.4

Anyway long term I won't give up this counter. I might only change strategy sell first and buy back. Let me consider it.

No choice. 1.90-1.91 also need clear stock

I'm feel very weird on the QR. Lower profits in the flour and grain. Hello!! Wheat price drop, USD also drop but your profits lower?????

1.92 1.93 dump all contra stock. Interesting enough still earn some good profits for two days trading session included this morning purchased . Reason very simple. I don't think will climb back to 2.05-2.10 so easy now. I will monitor and decided when to clear my old holding which bought at lower price.

Actually early this I agreed with sapura


sapurakencana Wheat price droping from Aug 2017 USD509 until 22 Jan 2018 USD424.25.
Corn alsodroping from Aug 2017 USD399.25 c until 22 Jan 2018 USD351c

this company buy wheat & Corn in usd,currency exchange malaysia up ,pay less. poutry business perform better.top up when price sell below RM2.
payable in USD close to 180mil (USD)
market bad boy try to push down the price.dont scare.kuat kuat hantam
12/10/2017 09:32

latest QR of course is below my expectation. REV drop will direct reflect in profit drop (RM14.7 million in Q4 2017 as compared to RM34.5 million in Q4 2016)

Walao... some more say something that due to lower profits in flour and grains trading and poultry integration segments coupled with higher net interest expense in Q4 2017

@sapura, how you think?

Matthieu, steady a bit. Why run fast? I bought average of 2.07 two days ago also no scare. Just now 1.80 I also makan liao.

If later 1.89 already average my price. Any price above 1.90 I already untung

1.8 masuk a bit to average my purchase 2-day ago

read QR properly, check where 12mil come from? Compensate? One-off gain?

Dato Seri Fahmi, mana mana saya pun jumpa you. You banyak hebat!

please read pg 8 onwards if you lazy to see the whole QR

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=199909&name=EA_FR_ATTACHMENTS

let it drop tomorrow; I'm ready to buy again if the price is right

20cents I willl re-enter

3-4cents I will buy

The GREAT MERLIN become MERCY

ppl company palm oil is process oil; rsawit is process grabage!! QR from bad to worse

Very lucky cut loss when 45cents. Seem like this counter should masuk garbage

QR drop! I am considering this counter as well, Just monitor first

128 good number!! Maybe I shall consider jual satu biji dan tukar Hengyuan 10biji. Hahahahah

Dear @sapura,that was last year research house analysis. You can download and read here

https://www.pdfpro.co/files/lo960l0a01h-aa1946fe/download

many kaki contra panic. Be realistic a bit; Master is not deliver bad QR just not good enough. Perhaps this counter is not goreng counter; the price is not sudden limit up or down.

Another important thing is the market share is so limited; weak holder only shake out little bit of free float shares only

yes @kkteng70 just like yesterday lao sai after 435pm

@VFTRADER, you have pointed something very important!!!! Even many people said EPF is not smart enough (but they are not bodoh either). Sure EPF want to do something on OCK. Who know maybe EPF will make some "interesting movement" on Edotco with OCK?? EPF holds more than 15% in Axiata, sure got something!!


EPF investment strategy. There hv 3 types of companies in the mkt name: Big-cap, Mid-cap & Small-cap.

EPF always become substantial SH for good big-cap companies like Axiata, TopGlove (TG)...

For Mid-cap especially those below RM1b mkt cap, it is abnormal for EPF to become substantial SH as normally they only hold 1-2% stake.

This is what it puzzle me why they interested in this mid-cap co or they foresee that OCK mkt cap will hit >RM1b in FY18??

hope below RM2 today so can catch little bit more