The question to ask is here: Insas sold around 80 million of inari in the latest quarter.. however inari has just posted incredible results, why do you cut off your right hand? do you leave your faithful hardworking wife to give gifts to your mistress just because she is young and beautiful?

sigh. ALL TIME HIGH results.... and you SELL? What are they buying instead? They sell stock, and they raise money from investors... WHY?

The correct question to ask is this: Sell INARI and buy WHAT? What is making money for them?
sengenics? oops loss money and sold. tribecar? nope lost money. Shares? Definitely losing a lot so need to cover some holes here and there.

Same story, new skin. Only those who are new to investing will think it is all fun and games and good to invest in.

Those who invested in INSAS for the last 3+ years? You ask them if they are making money or losing money.


>>>>>>>>>>>>>>

INARI
Quarter Revenue PBT NP
24-Nov-2020 30-Sep-2020 347,621 77,414 70,065

How is it a good report?

>>>>>>>>>

Diamond7 Haizzx
Good report oso can't up much!!!
25/11/2020 1:42 PM

Is it a good result?

Sslee, are you still holding on to tunepro?

No idea why, but I suspect the index funds for construction are buying, as the entire industry is having an uptick in sentiment. Plus some profits to be expected.

>>>>>>>>

SHQuah Philips and Sslee...... yesterday high trading volume and price going up. Any reason why ?
21/11/2020 11:13 AM

Wonderful use of the word fusillade, I think you are the first in the history of i3 bloggers to use such a word. Commendable.

However in investment, we need to use facts and figures, and we need to look at the downside risk before looking at the upside.

What are facts.

During a normal year, and with normal competition levels, supermax makes 100 million a year. This is the benchmark.

During the onset of covid-19, due to emergency use the earnings went up to 400 million. This is the treading water mark.

During the peak period of emergency, earnings in latest quarter went to to 800 million. This is peak emergency water mark.

So using this as our risk profile, it will definitely not be going down in the short term, but will continue up.

But what are long term GUARANTEES?
1. Spot prices and demand still not last forever. All the competitors are ramping up supply. New production from new manufacturers are coming in (at, mahsing). How long will they take to get their production up? 6 months? 1 year? 2 years? How about China production, and local Brazil competitors? In the long run we will have oversupply. Guaranteed.
2. You are using 1 quarter to project how many years of earnings? Right now the asking price for supermax is 21 billion. If you are buying at this price you are accepting the possibility of earnings to exceed this valuation. So: what is already priced in at this price point? Lets say you use your 4.1 billion earnings. That would be 5 years of covid-19 with no new competitors and no production increase by the existing competitors. If you are projecting 5 years of this covid hell, I think the country itself may fall. So, what is your margin of safety? If you assume 2 more years of all time elevation before normalization:

2 billion (existing net worth) + 4.1(2021) + 4.1(2022), your base valuation would be 10 billion. Margin of safety would then day normalization demand to be 3x of normal year or 300 million earnings per year moving forward post (2023). With this safer valuation, you would be looking to pay at least 11b or rm4 per share of supermax for it to hit minimum risk profiles. Reduce your risk, increase your gains.

With the expectations of multiple vaccines from multiple countries coming out, China already starting wide spread vaccine testing in Brazil, we can look towards 2021 for the last year of supernormal profits before normalization, meaning the minimum risk threshold for supermax becomes rm3.

So you can invest at 7,8 or even 9. But you need to know the size of the bubble, and your minimum risk levels to take.

But judging the future earnings without doing comparative growth analysis of all their comptia l competitors is irrational.

Bought a small position in DKSH, 40k shares at 3.25 average since 16/11/2020

Sold pchem 6.8 average past week, 550k shares.

No, it is because Modena, astrcenza and the others are also using spike RNA trials and also ongoing. Pfizer wants to be earlier by a free days or a week and announce to get the confidence up.

Get your facts right. It was a double blind placebo controlled clinical trial where no one was given covid.
The trial started in June for 44k volunteers, 50% received vaccine (22k) and 50% placebo (22k).

The test were done in over 6 countries.

Out of these 44k, over the period of volunteer test group ( which is increasing), none of them who took the vaccine shows side effects. Out of 22k, zero issues.

And during the control period, 92 people got covid. 10% who took the vaccine, the balance 90% from those on placebo.

That is as solid a clinical trial as you are ever going to get.





>>>>>>>>>>

Posted by SunTzu1668 > Nov 10, 2020 7:33 PM | Report Abuse

Pfizer results only represent 94 volunteers over 43538 volunteers receiving the vaccine

Harta limit down.

Yes you can see how I trade and what I hold for long term.

But have you noticed? All of my trades still go up even after I sell them.
Pphb from 49 to 66.
Star from 25 to 32
Lctitan 1.79 to 2.3.
Tagb 225 to 260.
Mrdiy 1.6 to 2.2

These are my trades in the past 2 years. All documented and tracked and posted.

As for the stocks I hold long term, you know I know la.

I don't trade much. But those I trade, it's based on a proper setup range.

But anything to learn from i3lurker? Talk so much,

Sour grapes?

>>>>>>>>

Sslee Yes Philip is very decisive feller, no nonsense, quick quick as he sold his 2 million Topglov holding for 10 years too early.
10/11/2020 1:47 PM

Good for you. 500x100x0.35 = 17,500. Your salary is much much more than this as the big senior management of PT bumimas. Are you telling me your conviction of the company is so low you only bought 17k of your favorite company during the March lows? Ooh ye of little faith. Guess how much of my portfolio % I am willing to put in for something I do understand.

Can a leapord change it's spots? I hope you do well with your jaks investment, Dennis.

But the simple fact is: how much opportunity have you lost in the past 3 years, I have to admit, in this current year which is covid-19 year, it is probably the best opportunity to make money buying cheap stocks of wonderfully run companies or profit from good company growth.

Pchem 50% with dividends from March lows.
Glove stocks 600% with special dividends.
Unisem 400% tech stocks. Dividends.
Mrdiy 37% post ipo with 54% yoy results.
QL 40% with dividends.
Liihen 300%. With dividends.
Dpharma 400%. With dividends.

So many industries, so many top companies to choose from, the value of picking the top companies from each industry, along with dividends to ride you over during this trying times.

Why choose a company that asked you to keep pumping more and more money in the the past 3 years just to keep the same shareholdings? No dividends. Many promises.

And after this is over, how many billions of shares will that earnings be share amongst?

Can you really see yourself holding this company for the next 3 years, 5 years, 10 years forward?

>>>>>>>>>

During the last 3 years, Jaks was facing lawsuits, project delays, LAD, cash flow problems, and covid19. All businesses activities, except Vietnam EPC, were facing losses. Property development division was the major drag. There were numerous fund raising exercises to raise funds for its EPC works. The latest right issue is to raise fund for Jaks to complete its ownership subscription in JHDP.

Sold mr diy 160k shares at average 2.2. the moment qqq3 daughter says he wants to buy mr diy, its time to go.

Can we just concentrate on the business itself? Too much nonsense on how the business is overpriced and not good just to see it rise almost 30% after IPO.

As stanley druckenmiller once told a guy,

I had a guy who managed some money for me come in when the stock was $82. And I think I was 62. [Note: This chronology is incompatible but whatever.] I had given myself a Tesla for my sixtieth birthday. And he had this incredibly effective analysis, like 20 pages of financials about why Tesla was a short. And at then end of this presentation – really well thought-out – I said, “Have you ever driven the car?”

Suffice to say, have you ever spent time buying things at mr diy and really looking at it?

It's really not that hard to do.
>>>>>>>

https://klse.i3investor.com/m/blog/pelhambluefund/2020-10-18-story-h1534705182-_Pelham_Blue_Fund_ANALYSIS_MR_DIY_S_IPO_IS_THE_ONLY_THING_THAT_S_NOT_AL.jsp

Reposting this before the troll deletes his post as usual.

Trolls are so full of lies that he creates stories about himself, not realizing that in trying to lie he traps himself with more lies.

So, late twenties early thirties, only have borrowed money 3k, keep gambling and losing money until everything is negative and black.

Now we know the reason behind the negativity. Those who make money are always positive. Those who keep losing money are always negative and black and full of self made stories and lies.

Clear and present danger?

Clear and present lies more likely.

So sad that young kids spend more time talking about how "successful" they are instead of actually going out there working hard and being successful themselves.

When a retiree like me can smell your bullshit, I wonder if your friends and neighbors ever tell you too?

Very sad indeed. Before IPO talk nonsense, after IPO up 8% talk more nonsense, now up 27% talk even more nonsense?

Like a movie once said, money talks and bullshit walks.

And you i3lurker, are so full of shit you have poisoned a thread to get knowledge into your own personal toilet.

>>>>>>>>

Posted by i3lurker > Nov 7, 2020 7:15 PM | Report Abuse

sslee

There is a real reason why I cannot do that.
There is a clear and present danger that someone with surname initial T will sell powerfully to me when I do that.

My father was a well known commodities trader,
you cannot invest in commodities, you can only trade.
Trading is in my DNA.
Started at age 26 in BURSA with RM3,000.00 all borrowed of course.
Had never invested in my entire life...

The First Law of Trading is that The River Water does not disturb the Well Water.

Yes, should learn to ignore trolls like these, every thread he goes to her tried to invest l infect with his weird concepts and ideas. In jaks he comments with his speed of light comments. In QL he has his own comments, diy also he got his own weird comments.

He still doesn't realize that his comments and his performance are too far apart to take him a seriously.

But waste of time to even have a discussion with trolls, they will just beat you down with stupidity and pull you down to their level.

But in the end who has the 25% returns and who has nothing but lousy comments and ideas?

Obviously the one that talks the most has the least to learn from.

Post all you won't, your "research" means nothing at all.

Speed of light embarrassment.

I will stop here. You have zero transparency. Zero historical basis. No positions.

But 5000 comments. Every single one negative.

Shows a lot more about you and a person than anything else.

Nothing to learn here from you. Moving on.

Have your fun troll, I'll just keep earning my money.

Again, did you take into account the latest qr results in the middle of MCO? Everyone is skipping the malls and going straight up the standalone shops. What has the latest qr results to say?

You are wrong. Wrong. Wrong.

I bought cheap mrdiy IPO when no retailer want to buy it, 100% captured.

Bought it at 1.60. now it is 2.04. 100 million in net profit in the middle of MCO.

So how now brown cow?

>>>>>>>>

i3lurker very sensitive to sales drops

https://www.theedgemarkets.com/article/mr-dont-invest-yet

Is this already happening to Mr DIY? The company’s same-store sales growth (SSSG) has been falling rapidly over the past three years — slowing from 6.5% in 2017 to 4.5% in 2018 and further to just 1.8% in 2019. In effect, the strong sales growth in the past two years came primarily from new store openings
07/11/2020 1:36 PM

Luckily i3lurker deleted his fake poorly thought of post.

You know young man... If you don't know no one will blame you or say bad things about you.

All you need to do to gain respect is to stick to your area of competence. If you really know about something and comment, you will be appreciated. It is when you give some silly comments that anyone can see is a troll remark that is not well thought of, that even old men like me need to scold you for it, then you should realize how one must act.

Be honest, be transparent.

If you bought a stock and you know well enough about it to comment, you will be commended.

If you don't know anything but talk so much as if you are an expert, all you are doing is making a fool of yourself.

The question now is: are you still going to embarrass yourself to the world on something you have no idea about?

If you stay quiet, no one will say you are dumb.

How do you even know that? What is the basis of your claims? Really good troll., Margins better than mr diy? Really? Operational costs alone you know which one higher to run?

I3lurker, you are like a drunk dog always barking. Bark bark bark bark. So much noise but nothing of use. Here let me show you how it is done.

First you start with a properly trackable portfolio.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Then you start putting in your investments and track it on the long term. If you start to have good results then you can brag or comment.

Until then you are just an internet troll with useless comments and less then average intelligence if you don't know what I mean.

Nothing you say can be trusted, you don't have a track record, and the comments you made are just useless.

Who cares if you made money on a bankrupt pn17 company. It just shows how low class you are even more than anything.

Speed of light, remember?

Not 0.73 ringgit.

It's 0.73 cents.

sslee you are still welcome at any time to join the telegram group discussion. You can see how we actually calculate and put money in proper valuation methods, not the nonsense that born trolls like i3lurker like to spit out. He talks so much nonsense is because he has no idea whatsover what is a good stock.

To a man with a hammer, everything looks like a nail.

Any luck spotting growing and successful companies yet?

>>>>>>>>

i3lurker One of my core skills is in spotting financially distressed bankrupt companies.

I can see it from just a cursory glance at the QR announcements
05/11/2020 8:57 PM

You have always been a poor performer in predicting businesses. All you have are bad comments and half baked opinions about companies that you don't understand. You like to simplify everything at the speed of light just like your shoddy knowledge of engineering or investment.

Name me one investment that you own and you think is good, and you can't even say it. Saying nonsense like "I don't own it but gdex is good, I told my friend to buy it" bla bla bla.

Why do you keep posting nonsense in the face of good growing results of a company that was performing in the middle of MCO?? You seem to be grasping at straws creating new metrics just to prove a point.

Ok your point made. You don't own mr diy. Mr diy is a lousy business. The qr earnings are all fake.

Can you stop trolling now and just walk away? No one actually wants to listen to you.


>>>>>>>>>

i3lurker more interesting info as follows

Mr DIE Retail efficiency over the years

2017 audited => 40.0%

2018 audited => 35.2%

2019 audited => 38.2%

2020 audited IPO Prospectus => 34.4%

2020 QR results 9 months => 34.7%

looks like had always been a low performer.
Not very good in retailing business at all.

===========================================

Parkson Audited 30 June 2019 => 91.7%

Parkson Audited 30 June 2020 => 75.2%


and the Winner is ==> Parkson <=== Shocking Result!!!!


Parkson 2020 results was a very bad year
but still did 2X better than Mr DIE


actually now you can see why Parkson managed to survive for so many years, it is very extremely efficient in doing Retail Business.
05/11/2020 11:43 PM

How much did Insas earn from this sales?

Where is i3lurker and sslee now? Very quiet I see. Still don't know how to value companies.... Sadly.

Insas going into gloves now is the silliest thing I have ever heard. Instead of going into gloves last year when no one wanted it, going into gloves now when everyone is building capacity will just prove painful when the pandemics slows down and everyone starts throwing gloves around at cheap prices.

DISSAPOINTMENT.

they sold sengenics?

goodbye fracking and oil produed in the USA.
1.7T in job revenue creation, meaning huge oil shortage in the short term, while they pivot into renewable energy, not realizing that a lot of oil is needed to build those renewable energy resources.

How many of those companies have never lost money even in recent years downturn, pays a good dividends and has a 11 billion project?

>>>>>>>

Posted by RainT > Nov 2, 2020 12:49 PM | Report Abuse

now so many companies share prices is below NTA

In this case I agree totally. What is the turnaround strategy for pos? If the owner do not love themselves and do share buybacks, it means they think that pos is not undervalued. Devoid of earnings, his management doesn't buy back shares at cheap prices, why would you?

The correct question is when do you think my remiser started buying for me?

Bought 200k shares yinson at 4.58

Haha after lose money now say most of his money in Insas not netx. I wonder how much you losing in Insas as well?

Calvin! Not bad, from 1 cent to 10 cent company! 10x gain wow! Really sifu!

after consolidation to 25 cent now drop again... Calvin, how much money did you put into this again? 7 figures?

What happens if I add 300 new stores to turn it into 1000 stores in malaysia? is the net profit going to increase moving forward or going to decrease?

As you well know, gross profit is 46%, how many businesses is able to get the scale needed to import in bulk from china at such good rates and still sell something that malaysians are willing to buy to the tune of 2.2 billion ringgit.

So simple question, how much earnings will 1000 stores give you every year moving forward? and more imnportantly, with mr toy and mr dollar, a market coverage of 28% (and total addresable market of 16.8 billion as per latest market report), will the future b40 crowd (not the middle class living with dad characters like i3lurker, but those who cannot afford expensive products) be buying from mr diy or buy from someone else?

The simple fact is, Mr diy is the biggest trading home improvement company in bursa (and also the only one), they are your access to this market, and funds know this as a very stable and consistent business model (the dollar general, daiso convenience model). who else is the big competitor in the market? currently, no one else even comes close (they have 600+ stores).

Is mr diy a sleep well at night company? definitely far safer than buying a dayang (recent accident rip), fintech companies(with no earnings), and expensive powerplants( that take years to complete with no earnings in between).

a mr diy is simple to setup and stock, you can test the market with a range of products to see what sells and what people buy.

The beauty however of MR DIY is its access to BIG DATA in knowing what a group of people want to buy, and its ability to BUY IN BULK all the skus that most small retailers would not be willing to stock.

going from 1 billion in revenue in 2016 to 2 billion in revenue in 4 short years for a superbly scalable business? Why do you think institutional investors oversubscriber by 4 times? retail investors cant see a gift horse in the mouth.

>>>>>

Posted by Michael Kwok > Oct 28, 2020 12:32 AM | Report Abuse

I personally downgrade DIY shares to rm 1.15-rm 1.30.The 300 over million net profit do not justify rm 10 billion valuation.The directors should sell the shares lower by 20-30 cents so tht small shareholder should benefit in profit during Covid-19.Its like DIY took a big chunk of far out then sell to retailer,small shareholder.

See, this kind of fake Christian preacher. He tried to bring himself up by bringing others down.

But what are facts? I have been holding topglove for a very very long time. The dividends I have received and my buying costs through the years. I have been holding topglove until it was 25% of my portfolio. I made 17 million from it. How much did you make with your wheeling and dealing?

With all you claims, all promotions, how much do you still have in netx?

That is the truth.

If glove is only 5% of your portfolio, and the other 95% is in cash and netx, then you have returned very poorly indeed.

Of course city harvest preachers are expert at misinformation, telling everyone the good news and doing god's work but quietly at the back cheating and lying.

And worse, using god's name in vain.

Who else but Calvin? Using Jesus name to justify cheating so many investors who followed him into netx. Pity.

In the end the difference is i3lurker and dickyme etc don't make a lot of money investing, so they spend a lot of time complaining and talking nonsense. Those that do make a lot of money rarely waste time complaining about stocks they don't hold. They say their piece and go.

I3lurker with his speed of light calculations and gdex calculations and talking useless nonsense in the end what happens? Still don't make money.

What do people who don't make money do?

They blame the world, write letters and comments on stocks that they don't understand instead of commenting on stocks they own in the first place.

Why don't they comment on stocks they own? Most likely because they are not making much money on the stocks they bought in the first place.

Sslee with his Jaks and insas, i3lurker with his nonexistent stockholdings.

Lucky they both have jobs. I know sslee is doing very well, but looking at i3lurker and his comments, he most likely lost his job and having too much time on his hands.

Let me know when you finally buy a stock ok? Maybe we can actually see you say something positive for once on the forum.

https://klse.i3investor.com/servlets/pfs/123029.jsp

Your 2019 results.

Shall I track your 2018 and 2017 promotions as well?

Your talamt, your protasco your scomies?

In reality as per your claim all your money you put in netx, while you put only a few lots into those other stocks. And how do we explain your massive b2019 bad calls? Fake guru indeed hide what he doesn't want you to see and promote those which he wants you to see.

But what percentage of portfolio?

Knowing that you live in Holland is enough to know your real performance.

Short term "investors" always have ideas of what is good what is bad based on short term metrics. So, which one here dares to post their long term portfolio and show their returns to the public? I highly doubt it's the one who talk the most.

https://klse.i3investor.com/servlets/pfs/120720.jsp

Anyone willing to share their performance to see if your performance is worth your claims?

FYI, no one ask you to trust choivo. He will definitely frontrun you and won't tell you when he is selling. You should always make up your own analytical mind on if the investment is worth putting money in or just worth talking a look at.

If you replace your brain and just follow sifu blindly, you deserve everything you have coming to you.

As for you rr88, your claims at many other forum threads have been less than accurate. Why should you be trusted now?

The funny thing is the ones that talk the most like i3lurker are the ones who don't have money to buy stocks at all. What stocks did i3lurker hold? What is his performance of his portfolio? All he knows of to commend and talk nonsense, in the end he is only a troll that says bad things about all stocks, and yet doesn't know how to buy any good stocks at all.

Sad troll. Once a troll, always a troll.

As if you have any ability to influence any buyers to manipulate prices for you. In this respect, choivo is a far far superior trader than you.

What he writes, people still listen and trust.

You have already lost all credibility, I don't know why you are still posting.

I3lurker forever talking and talking and talking but in the end, make profit? No.
Sslee also forever writing letters and complaints, buy when god profitable company come got buy? No.

After all that bullshit, i3lurker you still don't learn a single thing about investing? Really sad to be you.