I don't know, it probably means no special dividend for 2020FY.

Which I think is OK, Just keep buying back stock, and increase that EPS next year.

Hi Sslee,

I think you are making it personal and emotional when it comes to investing. In investments, the best way to "reward" badly managed companies is just to avoid it and choose well run companies and profitable managements. Arguing and fighting with bad management is like trying to fight the tide with a bucket.

You sleep better at night, and you can put your mind to better use.

In my view, you are trying to buy cheap FFB from dubious sources in the kampung just because it is cheap, and then complaining because they shortchanged you and sold you bad product.

Why don't you just save your investment dollars and buy PCHEM at cheap prices from 4.09- 5.5 when you had the chance? Now it has climbed to RM7, and next month you have dividends and a good future growth.

Sadly, the fact is, if you follow emotions and greed in investing, all you will end up with is anger and constant complaining and lost opportunity in your investments.

Remember, the most important thing in investment is not money but TIME.

By fighting for justice and putting your money with these "deep undervalue" traps, you are throwing your most important resource in investing just for a little bit of profit.

Hi sslee,

Appreciate if you can ask them directly instead of posting on my portfolio page. On the other hand, together with you INSAS mgo and bjland vgo, I don't like to buy stocks which are based in our own assumption of whether or not it can happen. I prefer to invest only when more clarity occur like vgo price and payment capability on hand, and SC rejecting their request to withdraw vgo.

INSAS has never once said they will do mgo, and bjland as well if I am not mistaken. So why buy?

I think if you just ask your trading desk representative nicely, they will gladly assist you.

Seawave,

Is this what you were looking for?

https://www.bursamalaysia.com/market_information/market_statistic/securities

>>>>>>
seawave philip, can you please let me know how I could find out the amount of shares in big funds hand and the amount in retailers hand, everyday?
02/06/2020 9:55 AM

But the important thing is IPO price and how much the other guy values the business enough to buy it off of you.

How much do you value grab? Or bytedance? Knowing that you know now about YouTube, Facebook, and Amazon and Google.

Imagine entirely new business models that have no similar or competing concepts.

It is very difficult for a leopard to change it's spots.

I thought you already sold Star?

Oh no, you are diworsifying...

Why do you buy so many stocks that you do not understand or even remember who the CEO's are? One thing that I always advise young investors is to know the business, and know where the growth and money is coming from. That is the best way to invest. By buying stocks based on yesterday's news, you miss out on tomorrow's future.

Looks like too much value investing has caused you to missed some good gains in glove stocks, and some long term earning from PCHEM. I think your waiting of buying PCHEM at rm5.50 will need to wait for a very long time now. But I will let you know as soon as the discount comes up.

But definitely next quarter you won't get a discount day sales from PCHEM because you will get a nice dividend to reward you while waiting for PCHEM price to go up.

>>>>>>>>>


Sslee Dear Philip,
Still waiting to buy back Pchem below RM 5.50 and Gkent below RM 0.55

How come stockraider you promise the stock will jump to rm1 after Chinese New year, why the share price crash? Sohai?

Sorry I don't use hlebrokinh ectrade.

Dear sslee, did you manage to buy Pchem at cheap cheap prices?

Why would I buy tagb at 0.255?

At these conditions, and with 70% ownership, I'll take up the buyout.

They are the largest shareholder by far, and SC already say you cannot pull back. As I am a minority shareholder, I say sell!

>>>>>>>>

Seek Philip, any chance that tony can still sabo the deal as this require Ta minority approval?
03/06/2020 10:18 AM

Started a small trading position for tagb at 0.225 after SC sent the letter saying that ta must honor the vgo agreement of share swap or cash offer 28 cents per share.

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707...

My thoughts on growth companies.

https://klse.i3investor.com/blogs/philip3/2020-06-03-story-h1507956707-How_to_spot_Red_Flags_in_Growth_Companies_The_rise_and_fall_of_WEWORK.jsp

The lies that investment bankers tell, why is Maybank analyst doing seminars and writing articles saying that the TP of topglove is rm20?, And yet their ceiling price for margin borrowing is valued at rm9.41?

Isn't this the least dishonest and unreliable for one side to say topglove is worth this much, and yet use my selling price as a guide to value how much risk they can bear for topglove?

Funny how some people value stocks.

Nathan, just because you posted an article doesn't mean the share price will just jump up to the sky like that. You need to be able to buy serbadk and hold for 3-5 years so that the block 7 investments will complete, the asset sharing of power plants will generate long term income and growth is assured. Right now you are INVESTING for the future, if you cannot hold for 6 months to 3 years, you will not be a successful investor.

>>>>>>>>

Posted by NathanEmumalai > Jun 2, 2020 2:56 PM | Report Abuse

Be prepared for Serba Dinamik to be included in KLCI constituent. The share price is stagnant at this level because they could be preparing for huge rally for it to be included in KLCI. RM6

Bodyshop products very nice? How does it compare to kiels, sephora, sasa, loccitane, the honest company, estee lauder, kanebo, etc etc etc, so many options, how does body shop become the shop of choice?

Supermax is worth 1/4 of PCHEM. One is 10 billion, the other is 40 billion.
But pchem revenue and earnings in 1 month, is more than what supermax earns in it's best 12 months.
So... In reference:

In one quarter of 3 months: PCHEM makes 4 billion in revenue and 600 million in earnings.
Supermax can do 2 billion in revenue and 600 million in earnings for the next 10 years?

Right now topglove is worth almost as much as Pchem, 40+ billion range

Except pchem does 4 billion in revenue and 500 million in earnings.
Pchem does more business in a quarter than topglove does in its best year.

What am I missing?

Maybank IB Share Margin Valuation (Newly Revised)
as at 2nd June 2020

Comfort @ RM2.29 ; closed @ RM4.20
Harta @ RM8.97 ; closed @ RM8.97
Kossan @ RM7.87 ; closed @ RM9.13
Supermx @ RM3.38 ; closed @ RM7.95
Topglov @ RM9.41 ; closed @ RM15.54

That is a bit racist, but to reach their own. You can also try to ask Bursa Malaysia directly, but as their personal is also a lot of Malays like you said, they may not be willing to help you. I myself have a long relationship with my Maybank and bursa investment bankers, so o don't find that problem at all.

Thanks and have a good weekend

Post removed.Why?

Ok. May I recommend the Maybank investor banking? Mine are very helpful and will be more than glad to help their customers.

Can you ask your trading account representative? It would be easier and faster that way.

>>>>>>>>

eawave philip, can you please let me know how I could find out the amount of shares in big funds hand and the amount in retailers hand, everyday?
02/06/2020 9:55 AM

Have you ever made money in stock market before? I have and the feeling is definitely not horrible!

>>>>>>>>>>

Posted by apple168 > Jun 2, 2020 7:28 AM | Report Abuse

Hv you bought and tried topglove gloves? We bought one box and the quality is horrible!

Please keep it down. It is to my advantage of QL is not included as I just bought at 8.18 in may after receiving some funds from government prihatin project. Hopefully it will drop lower so I can slowly buy more. This klci thing is making my shares speculated which is irritating to me.

Hi windy? How do we support you.
1. We do not know your real name, and can only assume you are 46 years old.
2. You have sold all your Jaks shares, how can we support you to become CEO of JAKS when you don't support it yourself?
3. Do you have any experience in power plant, business management or previous experience as CEO? More importantly, is Jaks your father company?
4.alp has 50 million to buy cheap Jaks shares, do you have the same? He also had 80 million underwriter in proxy share to support him during bod meeting, how about you?
5. I doubt the total retail buying capability of dk66 followers can commit to more than 8% of outstanding shares. And I don't think 50k monthly salary is mediocre for you. But even 600k yearly salary is enough for you to change management, if KYY couldn't do it, what makes you think you have the ability to do so?

Good luck anyway.


>>>>>>>

Windy1974 Philip. Indeed the management was not acting in the best interest of shareholders. For self interest? FYI, i have sold all my JAKS shares due to uncertainty. Only holding 150k of JAKS-WB now at 0.623 everage price.
Let's see what happen...
If all DK66 followers willing to support me, i will be a dumb CEO of JAKS and promise to cease all JAKS business except PP. I will distribute JAKS 80% income as dividend. And i will get a mediocre RM50k monthly salary.
Please support me when the time comes. Will buy back approaching COD

To those who are holding glove stocks, when the banks themselves are capping margin ceiling prices, you know it's speculative. When your uncle and auntie is taking out FD to buy glove related businesses and everything else because glove stocks are overpriced, you can hear the polar ice caps cracking.

Dear Margin clients

Kindly take note starting today there’s a revision of *Price capping for the Glove counters* below

*35% price cut on market closing or the price as stated below, whichever lower*

1) COMFORT (2127) RM2.35
2) HARTA (5168) RM8.15
3) KOSSAN (7153) RM5.65
4) RUBEREX (7803) RM2.31
5) SUPERMAX (7106) RM5.00
6) TOPGLOVE (7113) RM8.64

_If you have glove counters in margin account and have Margin call, can regularise by end of June 2020_

Thank you

Hi this is very interesting. Can you share the announcement of suspension to SD?


>>>>>>>>

Posted by 8dragon > Jun 1, 2020 12:40 PM | Report Abuse

UAE had suspended all mega projects due to covid19 pandemic, of course include projects awarded to SD....

At 40 cents definitely has value. At rm1.20, won't touch with a ten foot pole.

>>>>>>>>>>

oldie99 Just sell off the rights if do not want to subscribe.
01/06/2020 11:18 AM

If you want to promote your own stocks start your own portfolio please. Show how much you buy, when you buy, what price you buy and your total position size. Otherwise all you are doing is calvintaneng buy call with no responsibility. I detest people who do these kind of investing strategy.

>>>>>>>>

Lazycat sell topglove and buy... scomnet,myeg,scientx ,definitely not pchem,gkent
01/06/2020 11:16 AM

Haha my limit is 1 trading call per year, any more than that I can't sleep at night. Ok lazycat, please hold your share, topglove sg is at 6, which is around rm18. So you can enjoy topglove at rm20, before you have to answer the question, sell and buy what?

How did you calculate that?
>>>>>

Jeffreyteck Cash balance is 110 m

Did you manage to buy any pchem below rm4?

Why you follow? I bought at 8.33, I received 79 cents in dividends, I bought at 4.09, now is up to 6.3. do you admit following sifu is a bad call? Now got profit and dividends, so is it a bad call?

How about your other picks? Show me your entire 1 year++ portfolio, what is your total results? You only follow pchem call? How come never gone QL call, topglove call, star call, pphb call, yinson call last year up to 7.12?

Very weird, I'm not like other sifu sharing buy all only, these are all stocks I really own and understand. You do blind investing and blame others for cutloss? My holding period is already said is 3 years after pangerang open up, it's in my article where I highlight exactly why I buy Pchem, with a target hold of 3-10 years.

How did you turn a long term investment decision into a short term trading call? Pangerang not yet complete you already sell. Now you blame me? Trader want to be investor?

I will admit it, pchem was a bad call for you.

Traders should never be long term investors, because no discipline and full of emotions.

I also bought topglove last 1.5 years, why you never follow?

So, now that we have not 1 rights issue but 2 in recent years, with more dilution expected, the question becomes what happened to the money? The construction gains that was supposed to pay for the 30% ownership? Why are JAKS investors being asked to dilute in such a way right in the middle of MCO when price is at the weakest.

Can honestly say that management is acting in accordance to shareholders interest? Now with the underwriting and alp dilution to buy 50 million of shares at 40 cents in JAKS, have you ever wondered where alp is going to get the money to do such an activity?

Yes the PP is very straightforward. But you as the minority shareholder, have you received any dividend from JAKS before?


>>>>>>>>>

Posted by Windy1974 > Apr 5, 2020 3:52 PM | Report Abuse

Hi Philips. You are indeed knowledgeable and your argument is valid. Yes, I am a JAKS holder and i reckon it's always good to have such meaningful arguments. You invested in solid and well managed companies and I always believe it's not the sector but the management that's crucial. Eg. Layhong vs QL.
On your statement below. Obviously, you have gathered some infos. The PP is run by a reputable China company. So, the issue would be what gonna happen when the money come to JAKS. If the management doesn't act in accordance to shareholders interest, can we kick them out? From shareholding, ALP doesn't seem to hold majority in JAKS? Can I say that the business is PP is so straight forward that any professional CEO would get the result as expected?

Ok. Congrats on making tons of money!