Monday 2/3/2020 initiated share averaging down at 5.2@ 580K shares.

So, you agree in my analysia of 12 million revenue per year? it is good numbers? And profitable? yes?, So in hotel terms do you think there is no production hiccups and cost cutting available to increase profit for a first time hotel runnning management? Of course there is.

Also, I will do that the moment you go and tell BOD of Berkshire in no uncertain terms why they are insulting minority shareholders of Berkshire with no dividends for 50 years?

Is dividends all you want? They have already started a dividend payout program.
Growth ? They have clearly increased revenues by 3.6 million a quarter from their hotels.
Earnings? Have they lost money for you?

Despite the pump and dump activity by OTB and gang, the business of PPHB is still doing fine and good share price increase in 1 year (from 0.49 to 0.72 today).

Dividends is not the be all and end all.

Look at airasia and their 90 cents dividend.

Please, evolve your investing methods.

The Dogs of the Dow method is full of holes.

>>>>>>

So Philip please asks your wife and brother in-law to attend AGM and in no uncertain term told BOD off are they trying to insult the minority shareholders with 0.25 Cents dividend?

Thank you
04/03/2020 12:15 PM

Sure thing,
which stock?

XX or XX?

I think XX is going to go up, I'm going to buy XX stock because the owner earnings is 600 million.

What do you think about XX? I think it is a good buy, how about you?

>>>>

The Present Portfolio of bullshit imaginary stocks
Company Name Percentage
XX 22.11%
XX 16.81%
XX 10.59%
XX 7.20%
XX 5.38%
XX 4.44%
XX 3.78%
XX 3.42%
XX 3.24%
XX 2.99%
XX 2.06%
XX 2.02%
XX 1.77%
XX 1.75%
XX 1.75%
XX 1.70%
XX 1.42%
XX 1.32%
XX 1.20%
XX 1.09%
XX 1.05%
XX 1.00%
XX 0.97%
XX 0.93%
XX 0.89%
XX 0.89%
XX 0.80%
XX 0.63%
XX 0.60%
XX 0.50%
MARGIN LOAN (11.92)%
CASH 7.60%
TOTAL 100%

Can you read back properly?

Hotel operations only started in 1/6/2019, your future of losses is inclusive of construction and setup.

Please read back your qr report, from Oct- December 19, when operations consider still running and improving and cost cutting (800k to cut)

Revenue 3.696 million, profit 206 thousand. 5.57% net profit. Expected yearly profit 1 million ( excluding covid year). Not good?

Now please apologize to my brother in law for making fake claims of losses.

But... Your research and quality is faulty.

Stock: [LCTITAN]: LOTTE CHEMICAL TITAN HOLDINGS BHD

Jan 31, 2020 4:38 PM | Report Abuse

I'll tell you about it in 6 more years.

Not trying to be an ass. I'm being sincere with this comment here.

But that article actually made me want to buy more. Really odd right.

You bought high and average on a company with no competitive advantage, with a 11 billion petrochemical complex opening next door and the 40 billion refinery and cracker supply next door. And no space to expand. How to compete long term? You tell me lah.


Stock: [GKENT]: GEORGE KENT MALAYSIA BHD

Jan 28, 2020 6:17 PM
Water Meter: RM25m per year for now until eternity.
LRT2/3: RM60m split over 4 years, (6% of RM1bil).
Engineering: RM0 because i no idea how good it is.
Discounting: 10%.

Using these conservative estimates, its worth about RM300m. Add the cash of RM200m. Its now worth RM500m. Which is right about the current market cap.

6% of 1 billion? Did you even do ANY research? No wonder 90% of short term investors don't make money from the stock market.

Stock: [RCECAP]: RCE CAPITAL BHD

Feb 18, 2020 6:23 PM | Report Abuse

This company is doing so well, im almost scared tbh. I rebought a small position the other day.

Good luck with covid-19 and retail economy going standstill this year. You will be back to the old 1.60 value trap soon.

Stock: [PETRONM]: PETRON MALAYSIA REFINING & MARKETING BHD

Feb 10, 2020 2:17 PM | Report Abuse

No, last q will be a loss.

Your "predictions" is so full of inconsistencies how to trust your analysis? Holland maybe.

Hard to trust you when you say you bought this and that xx xx, but no trackable portfolio so you can say basically whatever you want.

Stock: [PETRONM]: PETRON MALAYSIA REFINING & MARKETING BHD

Jan 3, 2020 1:22 PM | Report Abuse

Increased my position size by another 6%. Now its above 20% of portfolio.

You already post this on your comments, why not be honest for once and post up so your portfolio so we can track your long term performance?

No need to twist left and right.

Just open your shared portfolio. Lifetime is gain or loss?

Looks like a loss to me.

You have mine. As per 2019. Let's compare your results.

Yinson
Ql
Pchem
Gkent
Stoneco
Topglove


>>>>>>>>>>


The Present Portfolio of bullshit imaginary stocks
Company Name Percentage
XX 22.11%
XX 16.81%
XX 10.59%
XX 7.20%
XX 5.38%
XX 4.44%
XX 3.78%
XX 3.42%
XX 3.24%
XX 2.99%
XX 2.06%
XX 2.02%
XX 1.77%
XX 1.75%
XX 1.75%
XX 1.70%
XX 1.42%
XX 1.32%
XX 1.20%
XX 1.09%
XX 1.05%
XX 1.00%
XX 0.97%
XX 0.93%
XX 0.89%
XX 0.89%
XX 0.80%
XX 0.63%
XX 0.60%
XX 0.50%
MARGIN LOAN (11.92)%
CASH 7.60%
TOTAL 100%

You use an article from 2017 to say it was a pick you followed? Funny.

This is my specific article on why PPHB was a good buy.

https://klse.i3investor.com/blogs/philip5/2019-01-30-story-h1456984491-CUN_CUN_CALL_BY_PHILIPTANGRAIDING_RESEARCH_GROUP_UNLIMITED_POWER_UP_TRA.jsp

This was in 2019 and bought specifically because I saw they could get an additional 800k a month generated from the hotel. Specifics, not generalization, unlike you.

How is this plagiarizing?

If you were to use a 2017 article to compare, versus scuttlebutt info I have from a relative I have who works with PPHB, you might say I was plagiarizing him instead ( I did credit my brother in law btw).

And I was right on the gains and subsequent pump (and dump) by otb and others.I promise I did not buy a single cent.

What did you do? Did you really gain 100% from my article or from the yeong guy?

If you had followed my research and investments, you would have made 50% from yinson, 100+% from stoneco, 100% from PPHB ( before the dump but still up 30% from my buycall), 25% from ql, while waiting for pchem to handover IPIC (as per my OWN research) and GKENT 13 billion contract.

All while receiving dividends.

>>>>>

PPHB was not a pick from you, it was from Yeong Sheng Tey.

http://www.sharetisfy.com/2017/12/pphb-8273-annual-letter-2017.html

This is not high school kid. The most important and only thing in investing is being right. No money for beautiful writing, which you have quickly come to realize. We are here to make money from good analysis, not assumptions. Like your unique 5K report on rcecapital, who even cares about that? Isn't everybody "plagiarizing" warren buffet on value investing? You don't even know the meaning of the word plagiarize.

Plagiarizing means to copy other reports word for word. You will notice in my smallish I don't use words like PE and dividend Yield and ROE, I do qualitative analysis. The only thing I copy is audited financial facts and figures.

>>>>>>>
Before you arrogantly say its your call (given the size of your ego), based off research you copy and pasted from Seekingalpha, and attributed as your own.)
>>>>>>


Definition of plagiarize. transitive verb. : to steal and pass off (the ideas or words of another) as one's own : use (another's production) without crediting the source.

https://klse.i3investor.com/m/blog/philip2/2019-01-22-story-h1456976645-StoneCo_IPO_How_I_use_business_sense_to_understand_why_Berkshire_finall.jsp

This was my article last year when I bought the stock. I did credit Berkshire and ant financial for opening my eyes to this.

Please show me a seekingalpha article that uses the same qualitative description, same explanations and using the same WORD for WORD copy paste as I did. I have read every single seekingalpha article out there. Please show me which works I copy paste, failing so I expect an official apology and retraction of your slandering comment.


Today it is at 45 USD.

I'm very sure you did not buy it at usd20, so don't even lie ( Mr xx). You are a fraud, a liar, and not even a very good investment manager, or even a good auditor.



>>>>>>

Posted by Choivo Capital > Mar 3, 2020 4:18 PM | Report Abuse

Well, phillip, you have to be honest with yourself about something! Plagiarizing the work of others and attributing it as your own is pretty low, but then again, i don't have high expectations of you.

Calvin tan, why are you promoting other counters? Isn't netx your once in a century investment to sailang? You said it is rock solid and wonderful investment.

Why promote other counters?

Can't we just stick to NETX? How come you said you sold 8 houses and made 7 figures but only invested rm150k in NETX? When are you going to increase volume and push netx to 3 cents?

Please support NETX.

You write such beautiful stocks articles!


>>>>>>>>>>>

https://klse.i3investor.com/blogs/www.eaglevisioninvest.com/2020-03-04-story-h1484689093-BERJAYA_CORPORATION_THE_BERKSHIRE_HATHAWAY_OF_MALAYSIA_Author_calvintan.jsp

Q4 results is out for stoneco, and it has gone up to usd45 per share on EXTREMELY good results. If anything, this is my most profitable investment ( and first one outside of Malaysia) of all time, beating my 1 year record with QL and TOPGLOVE
>>>>>>>>

Mar. 2, 2020 4:16 PMStoneCo Ltd. (STNE)By: Liz Kiesche, SA News Editor
StoneCo (NASDAQ:STNE) Q4 adjusted net income of R$275.0M (US$61.5M), up 76% Y/Y and adjusted net margin of 35.1%jumped 570 basis points Y/Y.

Q4 net addition of active clients was 66.2K; total active clients were 495.1K, up 84% Y/Y.

Q4 total revenue and income of R$782.9M, up 48% Y/Y.

Q4 total payment volume of R$40.2B rose 51% Y/Y.

Q4 adjusted free cash flow of R$185.9M increased from R$144.7M a year earlier.

sory calvin, your speculation dried up. from 50 billion to 3 billion to cancellation. You live so far in singapore you didnt notice? NFCP is design to profit certain selected parties. Now change government, we will change the project list.

Did you think the NFCP is really important for malaysians in rural areas? Far better to keep them in the dark then give them light.

So now how? Your 250K MYR is now stuck in netx, no one wants to buy it anymore.... better run now before too late.

Just dont tell anyone you sold ok? otherwise there will be a mass stamepede in netx sell queue.

Without NFCP NETX is worthless, less than toilet paper. You 36 million in assets from PP dilution? Cash burn my little city harvest friend.

Or should I say Reverend Lee Man Hee? You caused the death of so many people in your church, and infected the whole of south korea.

Not all churchgoers and holy pastors are good people.

Apology accepted. I don't like the way kyy does things, and I have always strive to be as transparent as possible in my investment sharing and my holdings.i always share each time I buy and sell my stocks, as I believe investing and stock recommendation should follow the same guidelines of bursa Malaysia and securities commission in transparency. It is very upsetting to be associated with KYY as I do not do trading calls or pump up smallcap stocks.

I will also delete my hurtful comments.

>>>>>>>>

Posted by soojinhou > Mar 3, 2020 10:11 AM | Report Abuse

Philip, I was wrong to associate your good name with that of one who engages in illegal activities, such as breaking disclosure rules and doing pump and dump. I therefore unreservedly apologize for making that association and have deleted my comment.

A few more months left your Insas 0.755 versus ql 8.25 the gap going bigger and bigger lo.

Which one is worse, I remember another sohai recommending tp rm3 for his sape, and put 30% o oh his money in the stock competition. So how? Who is worse? Dlady already start moving up from 38 to 42 and gaining 10% return and dividend. The sohai I mention his sape drop from 33 to 17, and still not giving any dividend.

And now he don't dare to take bet to prove his recommendation of sape TP3 in 3 years.

You should change your name to lousyraider lo.

>>>>>>>>

stockraider Yes but sohai 3iii recommend dlady at Rm 66 & padini Rm 6 the share price crash loh...bcos overpay mah....!!

I believe knm and serbadk is a totally different animal.

One has been growing revenues and earnings at a fantastic rate, the other had not been growing revenues at all, and has losing quarters.

You have a point though, and every capex for each company is different.

The capex for serba consists of training centers and maintenance centers and support warehouses and specialized equipments.

One thing I monitor more is not to compare capex against earnings, but to compare capex against free cash flow. As there operating cash flow is still positive and growing (86 million last year after finances and taxes).

I will definitely monitor continuously if this will be a case similar to London biscuit ( which I find unlikely having checked with my friends on the o&m contract by pchem, dagangan and carigali to serba), but so far I am ok with it.

Spending 400 million USD in capex to collect 1 billion USD in revenue and 100 million USD in earnings every year for the next 10 years ( with the first 2 years showing promised) sounds like a deal I am ok with.

Don't forget, KNM never grew it's revenue and earnings, so did London biscuit. So what was the capex for?

>>>>>>>>>

Capex is good provided it can generate earning above it cost of fund.
I just feel for the last 4 years their Capex is above their earning. Will Serba becoming another KNM? Very happy to be proven wrong though

Aww,at least I am honest about my investments. You bought lctitan at 4.15 also filtering your idol icon8888, you sure as hell followed him in his iq group purchase at rm1, you also averaged down on lctitan at 1.7, and bought your petronm latest purchase at 4.7. so... You have money to buy pchem at 5.2? I just received dividends to average down, unlike your lctitan which forgot to give a dividend this quarter.

But it's ok Mr xx, I bet your imaginary portfolio has given you xxxx in dividends and you have xxxx in margin facility to buy pchem at 5.2.

You sure you don't want to average down and buy more petronm and lctitan instead? Or you sure you don't buy more timecom instead?

It's cheap at only xxxx per share.

Since you made xxxx returns I'm sure you can increase your margin facility leh.

>>>>>>>>

Posted by Choivo Capital > Mar 2, 2020 7:04 PM | Report Abuse

Phillip,

Keep talking while i buy some PCHEM at RM5.2.

What was your average cost again ah? Can't remember leh? I remember your spoke loudest when it was Rm9

Got money to shoot fish in barrel anot?

I'm just waiting for you to comment again about your 10m margin line, when they are people like buffet with enough cash on hand to buy half KLSE staying quiet.

Q5: maybe you can tell me? Share and share alike. I have a list, local and international which I monitor. But I still like Serbadk so far along those lines.

Q4: judging from these wins: I would prefer to assume they have all the capability needed to complete o&m jobs.

Its unit, Serba Dinamik International Ltd secured three operations and maintenance (O&M) contracts from Energeniq FZE for work in United Arab Emirates, Pavillion Multi Holding LLC in Uzbekistan, and Process Dynamics Company in Qatar.

Another unit, Serba Dinamik Sdn Bhd, secured three O&M contracts from Pengerang Refining Company Sdn Bhd, Pengerang Petrochemical Company Sdn Bhd, and Petronas Dagangan Bhd.

It also secured one engineering, procurement, construction and commissioning (EPCC) contract from Malaysia LNG Sdn Bhd, and two O&M and EPCC contracts from Petronas Carigali Sdn Bhd.

Q3: very interesting question here as in Sabah we do not have a mercedes service facility. So what am I to do? My only choice is to use either hap SENG star or use my 30 year old friend whose workshop tokai engineering is a specialist in servicing Mercedes with the same equipment and trained mechanics sent to China facility. I choose the cheaper option of course: and hap seng does not service or warranty any car not bought by them.

Sometimes we just do not have a choice.

In this case, in Malaysia there is bumiputera requirement which gives Serbadk a huge advantage especially if they can perform well.

And in Qatar, the political embargo has forced suppliers to choose between supporting Saudi or Qatar. Most have been pressured away. Serbadk is filling that need from Qatar.

FYI Serbadk is a qualified service provider. They have been doing as an agent for many brands for the last 20 years. They are the cheaper option with all the needed certification. I checked. It is one of my qualitative requirements and easy to find out what certificates Serba has.

https://e-serbadk.com/market-sectors/education-training/

In fact, not only are they qualified to do. They are also qualified to teach, as they have multiple accreditation to train new specialists from city & guild.

https://www.thestar.com.my/business/business-news/2020/02/25/prestariang-sells-education-unit-to-serba-dinamik

They have the capacity to train new specialist and give them jobs as well, feeding a new business model where you don't need to go to UK to learn how to be a plant engineer.

Q1: operation & maintenance still needs warehouses, testing and rewinding facility, specialized machinery to break apart turbine for servicing which cannot be done in client area. Indeed this capex is a normal expenses which is assistant if you look at previously Schlumberger and baker Hughes financial reports.

You will receive more detail in the latest annual report coming up, but for your kind attention in last year annual report.

Long-term Short-term Assets leasehold leasehold under land land Furniture, ______construction______ (Unexpired (Unexpired Plant fittings Tools Land Freehold lease term lease term and Motor and office and Office use Other land > 50 years) < 50 years) Buildings machinery vehicles equipment equipment renovation rights asset Total RM’000
==================================================================================================================== ======== At 31 December 2018 5,896 2,984 20,831 67,640 315,326 7,337 4,080 528,927 3,236 196,544 120,289 1,273,090 ====================================================================================================================

The main expenses here are for Plant and machinery at 315 million and Tools and equipment at 528 million.

Now this amount looks big until you realize that Serbadk is doing international business with an exposure in the following countries:

Segmental Revenue by countries
Individual quarter Cumulative quarter
31/12/19 31/12/18 31/12/19 31/12/18
RM’000 RM’000 RM’000 RM’000
Malaysia 395,454 278,660 1,305,559 920,250
Indonesia 12,480 20,780 155,443 70,399
Laos 1,358 - 12,326 -
South East Asia 409,292 299,440 1,473,328 990,649
Turkmenistan 95,767 98,416 175,325 239,514
Kazakhstan - 1,789 - 1,789
India 16 - 16,555 -
Uzbekistan 7,888 - 24,320 -
Central & South Asia 103,671 100,205 216,200 241,303
Bahrain 122,045 101,790 382,011 327,204
UAE 232,270 161,699 889,945 674,919
Qatar 427,063 235,320 1,243,263 681,244
Oman - 552 - 46,764
Kingdom of Saudi
Arabia 25,027 55,669 188,287 274,998
Kuwait 51 152 26,879 12,848
Middle East 806,456 555,182 2,730,385 2,017,977
Tanzania 38,508 22,539 104,015 29,821
United Kingdom 2,622 632 4,693 3,424
Total 1,360,549 977,998 4,528,621 3,283,174

868 million looks big until you realize it is merely 200 million USD, chump change in opening an o&m facility in each country.

Johor pangerang Serba dinamik maintenance facility alone is costing them 270 million.

So first answer is the capex is not huge, it is actually very small. secondly is a one off setup and non recurring. Now is expansion phase however as many of the foreign American and European specialists have left the market, leaving a huge void filled by Serba.

So ask yourself if 200 million USD in capex is huge or small to cover so many countries at once.

Thank you

https://klse.i3investor.com/m/blog/phillipinvesting/2020-03-02-story-h1484657262-3rd_Quarterly_Report_for_The_Borneo_Bikers_Gang.jsp

https://klse.i3investor.com/m/blog/phillipinvesting/2020-03-02-story-h1484657262-3rd_Quarterly_Report_for_The_Borneo_Bikers_Gang.jsp

https://klse.i3investor.com/m/blog/phillipinvesting/2020-03-02-story-h1484657262-3rd_Quarterly_Report_for_The_Borneo_Bikers_Gang.jsp

https://klse.i3investor.com/m/blog/phillipinvesting/2020-03-02-story-h1484657262-3rd_Quarterly_Report_for_The_Borneo_Bikers_Gang.jsp

https://klse.i3investor.com/m/blog/phillipinvesting/2020-03-02-story-h1484657262-3rd_Quarterly_Report_for_The_Borneo_Bikers_Gang.jsp

It's ok, you are using imaginary portfolio anyway.

With x.x figures just put more xx la to make the numbers work.

Post removed.Why?

For me in terms of banks I prefer safety of investment in terms of loans.

DBS has a lower PE than PBB true. However why is that so?

PBB has a much lower gross impairments loan ratio of 0.49% versus DBS 1.5%. This is because PBB borrows for hire purchase loans (which pretty much does not exist in Singapore haha). Comparatively, it is almost a guaranteed loan, as the loan principal is paid off early, and profits are paid of in the back end of the car/house loan. Which if any impairment occurs PBB can auction of the car or resell it cheap as the principal has already been paid, and any further loans is just gravy on top.

DBS has such a high gross loan impairment because it borrows a lot to SMES, developers and manufacturing companies, which is going to be looking at huge losses and payment misses in the months to come. The disposal of assets of which will be hard to factor in due to bankruptcy.

PBB on the other hand is mostly borrowing to households and car owners that already have a committed monthly loan payment schedule. So i believe the payment schemes are there.

In terms of free loans (individual deposits and fixed deposits), the lifeblood that banks use to generate income and cover loans, you can measure yourself the deposit/loan percentage of DBS versus PBB. You will quickly find out how much the chinese communities save money and squirrel away in malaysia versus singapore.

One sad fact is singapore seems to be a very wealthy country, but in truth its individuals do not have much money to save and spend almost all of it away.

Malaysia on the other hand has a very healthy savings community (the chinese community at least), and this is shown with how much cheap loans are being kept as fixed deposits and regular savings accounts in Public bank.

Either that or Singaporeans are far brighter in chasing after alpha, keeping most of their wealth in bonds, stocks and mutual funds, versus in plain old boring fixed deposits.

gruesome or not i have my portfolio to tell the tale of my investment strategy and holding patterns. Unlike someone who keep on promoting and say made 7 figures in 2019 but only buy 50k SGD worth of stocks in NETX. Where is the rest of your stocks put into?

https://klse.i3investor.com/blogs/phillipinvesting/2020-03-02-story-h1484657262-3rd_Quarterly_Report_for_The_Borneo_Bikers_Gang.jsp

>>>>>>>>>>>

WHERE IS THE SORCHAI 3iii?

WHY YOU NEVER TELL YOUR Si-FOOL PHILIP THAT PETCHEM IS A GRUESOME STOCK?
02/03/2020 11:57 AM

So you finally admit your remark was a sohai remark to say SAPE worth RM3. Then WATAFAK your stock competition you put 30% on SAPE???? No BRAIN IS IT. Should put the money on NETX mah. Why your portfolio zero netx?

Sohai la.

Want to bet but not balls. Only know how to write fake article worth RM3 woh sapura.

Now dont dare to commit.

>>>>>>>>

Posted by stockraider > Mar 2, 2020 12:04 PM | Report Abuse

U must be sohai loh....!!

Why should i commit 2000% gain leh ??

When i promoted sape it was rm 0.33 mah....!!

If can beat your stock Pchem that u promoted in terms gain is already ok for me mah...!!

This the betting principle Only sohai....will give such high handicaps when it is not necessary mah....!!

Posted by Philip ( Icarus) > Mar 2, 2020 11:55 AM | Report Abuse

Dare to bet it not? In 3 years sapura energy will it worth rm3?

Yes yes, and your NETX is already 1.5 cents drop value after so many promotions.

How leh?

Dare to bet it not? In 3 years sapura energy will it worth rm3?

Simple yes or no bet.

If you don't dare bet then buy NETX la. But cannot trust your words already mah.

TP RM3 WOH.... 10X more than Calvin TP of NETX from 2 cents to 8 cents.

So how leh?

Sorry I don't want to waste time with % bet. I want to do baccarat.

You say in 3 years ( from 2019 - 2021) SAPE will be worth rm3.

You dare to say mah. I dare you to be loh.

Now you want to change story again? Or you about your research is useless got problem cannot meet your TP cocksure of rm3.

If cannot meet then say lo, sell SAPE buy NETX mah.

If not willing to about mistake then say lah.

>>>>>>>

Posted by stockraider > Mar 27, 2019 3:51 PM | Report Abuse

U use ur head & think lah....!!

How people can lose when Raider 3 yrs 3 mths TP Rm 3.00 and when the share price only 33 sen leh ??

U must invest long term loh....if u look at the price everyday...u sure get confuse and get panic loh...!!

Believe raider mah, bcos raider is cocksure u will sure make money in 3 yrs time mah....and not 3 mins, 3 hours , 3 days or 3 mths time loh...it is always long term 3 yrs time....u must buy & lock up loh....!!

Yes sell T7 buy NETX.

Can you explain why sell T7 by NETX?

You should never sell NETX mah.

You are very welcome. But please note that the market currently is very choppy, and if you need a dividend yield it unable to withstand long periods of market down, you would be best served to wait it out.

I am able to keep holding on and to purchase more during this bloodbath because I have access to margin and additional dividend and cash resources to average down.

I can't tell you how to predict when a market downturn is coming, but I can sure navigate one. Bursa now is under the strain of fear from covid+ trade war+ political uncertainty, a very very rare combination.

Today you can buy public bank at pe12, PCHEM at ipo prices etc.

If you ever need a signal to buy wonderful companies at drop dead prices, this is it.

Ignore the noise and understand the business.

Why t7 global? Why not NETX?

Ok celaka, we already put money in NETX why you promote T7?

Not all in NETX??

>>>>>>>>

calvintaneng SELL GKENT AND BUY T7 GLOBAL NOW
02/03/2020 9:42 AM

What happened to NETX? 150k investment top 30 investors and whatnot?

>>>>>>>>


calvintaneng SELL GKENT AND BUY T7 GLOBAL NOW
02/03/2020 9:42 AM

One cent dividend. Hahahahaha. Sorry Calvin, your expectations for for and gloom are overdone.

Still profitable. Paid dividends. Still got claims incoming from lrt3 (43% to submit by this year).

Sounds so familiar. Sure can trust one.

Don't buy sape buy NETX!

>>>>>>>>>
Posted by stockraider > Mar 27, 2019 3:51 PM | Report Abuse

U use ur head & think lah....!!

How people can lose when Raider 3 yrs 3 mths TP Rm 3.00 and when the share price only 33 sen leh ??

U must invest long term loh....if u look at the price everyday...u sure get confuse and get panic loh...!!

Believe raider mah, bcos raider is cocksure u will sure make money in 3 yrs time mah....and not 3 mins, 3 hours , 3 days or 3 mths time loh...it is always long term 3 yrs time....u must buy & lock up loh....!!

Go away la dragonslayer, keep complaining about NETX as judi counter, what da fak.

No need for you to be referee, you don't even own a single sen of NETX but say judi counter.

You don't know many long term investors here for NETX?

Kacau kacau no one needs you la in NETX.

Go hang around in threads where you actually bought the stocks.

You think this is friendster?

Who needs a referee here la

>>>>>>>>>

Posted by dragonslayer > Mar 1, 2020 10:04 PM | Report Abuse

Aiyo....mana all the penkritik...all kena red flags kah..philips also scare to come kah..then I go pchem jadi referee lah...see how... pchem vs Netx...2020 end dec fair lah...Netx better or Pchem better......aiyoyo...kikiki

Philip Pchem rm5.40
PChem supporters
1. SSLee

Tibet Monk .Netx rm0.02
Netx supporter
1. Calvin kor kor
2. Faisal
3. Tony Wong
4. Ikan Jipun
5. stncws

Meaning you averaged down at 1.80, from 2.50, from 4.15?

Oh no, were you expecting a dividend from lctitan? Or did you think it will be able to compete with PCHEM opening next door?

Lctitan capacity is 2.4 mpta with no room for expansion. I checked. PCHEM pangerang will be 3.3 mpta to start with ample expansion space, with the refining side petronas/aramco directly opposite. Scale, raw material supply, cheap shipping and production costs, no need to import from overseas.

It will be a bloodbath when pangerang comes online.

PCHEM selling price to customers will be lctitan production costs.

>>>>>>>>>


Choivo Capital lol topped up yesterday. For once, my timing is on point.
12/02/2020 10:29 AM

No need argue so much, just watch one year, two year from now and monitor.

Halfway icon8888 will say he only dip his feet, cut loss already at 2.85.

So no need to expect so much or be so critical.

If he makes money just congratulate him la.

You never know, icon8888 might just secretly be your uncle in your mother's side.

When you realize that you will feel silly for insulting him or scolding a possible relative.

Anyway, once you get to know him, icon8888 can be a nice guy. If his stocks doing well. If abmb drop further his attitude level will definitely drop further.

Sorry troll. You can find others to talk to. My conversation is between me and raider.

Little kids with no stocks selections just go find your own entertainment and your own friends.

This will be my last reply to you, unless you have a stock selection of your own.

Sorry don't need troll as referee.

No one asked you to be a referee. Thanks but no thanks.

But how about you give a stick that you bought and own to compare la. Deal? If not just go away. You are a waste of time. No analysis. No stocks. You just like playing around.

I already have a pre-existing bet with raider ql versus INSAS. Ending 31st dec 2020. You can monitor that if you wish.

>>>>>>

Posted by dragonslayer > Mar 1, 2020 9:51 PM | Report Abuse

Aiyo philips..if you no ball to bet with Tibet Monk on Sapnrg....then you bet with Tibet Monk Netx lah..
I jadi referee lah...can or not...Pchem rm5.40 ..vs
.2sen Netx...end dec 2020..see who win....if you still dare not to accept...better keep quiet lah...bising so much at Netx.....lol...aiyoyo...kikiki

What is your return again? But of course you can xx all you want.

Try maintaining a trackable portfolio, then come back talk ok?

You forgot to add my returns from stoneco:nyse bought at January 2019, 200,000 shares. My biggest weightage yet.

Revise your numbers and try again.

My biggest holding to date is STONECO.

Mr XX shares.

The Present Portfolio of bullshit imaginary stocks
Company Name Percentage
XX 22.11%
XX 16.81%
XX 10.59%
XX 7.20%
XX 5.38%
XX 4.44%
XX 3.78%
XX 3.42%
XX 3.24%
XX 2.99%
XX 2.06%
XX 2.02%
XX 1.77%
XX 1.75%
XX 1.75%
XX 1.70%
XX 1.42%
XX 1.32%
XX 1.20%
XX 1.09%
XX 1.05%
XX 1.00%
XX 0.97%
XX 0.93%
XX 0.89%
XX 0.89%
XX 0.80%
XX 0.63%
XX 0.60%
XX 0.50%
MARGIN LOAN (11.92)%
CASH 7.60%
TOTAL 100%
>>>>>>

Choivo Capital Considering ICON's sailang into Jaks in 2019, and that most of his portfolio is in ABMB having exited Jaks at the end of 2018.

I have no doubt he is ahead of your -1% returns for the last 14 months.
29/02/2020 3:18 PM

I don't want to sound like icon8888. But having invested during Sars, mers, mad cow, pig disease etc, you need to be in the market for a long time to understand. The biggest problems to the investor is not stock selection, it is rationality.

If you check public bank is doing the same sales as least year, same revenue, same impairment level, but the pe had dropped by half.

PCHEM is profitable, got dividends, revenue is the same only earnings caused by margin compression and trade war and virus.

1929 recession is caused by virus and trade war? No. It was caused by greed of chasing earnings at all time highs.

With all my experience all I can tell you is:

This will pass. Virus will pass. Trade war will pass. PCHEM will never sell at liquidation value.

In times like these, when everyone is treating equities as if the world will end.

That is when I will be happily buying more.

>>>>>>>>>

Posted by jackfruit > Mar 1, 2020 5:45 PM | Report Abuse

Philip don't let your emotion cloud your judgement. World economy is entering into uncertainty now due to covid-19.Economy data coming out from china for February are horror. Dow Jone look like crushing now. Will be 1929 recession.

You want to become referee here also? No one want you here lo, can you go back to NETX thread? Oh wait they don't want you there too?

Never mind why don't you go to a thread where you actually hold stocks in? Oh wait, you don't own any stocks?

Then what are you doing in i3 forum?

This is not friendster.


>>>>>>>>

Posted by dragonslayer > Mar 1, 2020 8:05 PM | Report Abuse

Aiyo..Tibet Monk..if your competitor not dare to accept your challenge...he can opt out lah..then...dun become pchem super promoter...balik rumah...keep quiet...dun appear in I3 pchem bising bising again lah...lol...aiyoyo...kikiki

Unlike you Jonathan choi, icon8888 is quite honest. You can kind of tell his risk profile and stock selection.

The secret to being a contrarian and surviving for many years is to not sailang on anything. Lose not much, but make huge money also cannot la.

Those who play sailang games usually don't last long.

>>>>>>>>


Icon8888 Jaks I bought not much
01/03/2020 6:58 PM

Nope you are wrong. Icon is a contrarian just like you with 40+ stocks.

If you are telling me he can put this entire portfolio into Jaks, then I just don't believe you ( remember I still have his purchases and the price of his stock purchases when we compared sausages back in 2019 which he later deleted).

In fact, you can be sure my portfolio is the most accurate you can find in i3 ( accept I'm sure yours is more accurate, with xx stocks etc,).

And your comments itself make no sense, if he exited jaks into abmb in the end of 2018, how does he sailing into Jaks in 2019?

You will see the icon8888 makes a lot of inconsistencies in his reporting.

He also said ewint, lctitan, Insas warrants etc were his big calls as well. Mbmr, abmb, this la that la.

Just like you. We don't know what you bought or your long term returns because you don't have any except xx stock returns. Your reporting is shoddy, and your articles lack research.

Fyi I also started a position in serba dinamik after reading your research and going much deeper into the state of affairs.

https://klse.i3investor.com/servlets/forum/600250630.jsp

Let's see.

>>>>>>

Posted by Choivo Capital > Feb 29, 2020 3:18 PM | Report Abuse

Considering ICON's sailang into Jaks in 2019, and that most of his portfolio is in ABMB having exited Jaks at the end of 2018.

I have no doubt he is ahead of your -1% returns for the last 14 months.

Well I still have rm10 million in unutilized margin, which is more than the credits a bank will ever give to you I guess. Majority of my purchases was done with cash before.

And you can bet your bottom dollar I am a heavy buyer in this market.

Now is just like shooting fish in barrel.

Pchem at ipo prices.
Public bank at PE 12, best lending portfolio in the market, 0.49% gross loan impairments.
GKENT, massive buybacks, 200 million cash, lrt3 11.7 billion, mrt2 1 billion in orderbook.
YINSON, 2 contracts in Ghana, best run FPSO in the market.
AirAsia, still all time high revenue, growth into different markets, short term headwinds.
Ql, when all other competitors are losing money and dropping like flies ( layhong,teoseng,lhi), who continues to grow and grow and grow?

So many undervalued wonderful companies selling at cheap prices.

What to buy?


>>>>>>

Posted by Choivo Capital > Feb 29, 2020 3:25 PM | Report Abuse

Aiyah guys, relax lah.

You can build the bulk of your position at RM4-RM5.

Unlike Phillip who bought the bulk of his at RM8, then RM9. Then RM7, before sailang in RM6.

I doubt he is able pour much in at RM5 d.

I hope you learnt something today! I know i did!