I know the IB who wrote this analyst report regarding uzma, I have a had a discussion on this and agree fully. Staying away and avoiding this sick stock as the results are flash in the pan and cannot be sustained. No dividends, no growth, no reinvestment, no firm contract signed

Calvin seems to be confident, but there are far more capable companies with better financing to deal with this " growth" of orders, which is unconfirmed that uzma will get at good profit margins.

The business is hard and many hungry competitors willing to work just to pay off debts and worker salaries. Why would uzma enjoy high profits and get priority of labor intensive work when many competitors are around?

High revenues, big orders, very very low margins = big losses looming.

One lesson in business, once you drop your prices for your products, it becomes very very hard to bring it back up. As oil and gas firms start tasting lower cost suppliers and contractors that do the same job as the expensive ones used to do, it becomes very hard to convince them to pay more, especially for simple labor intensive work with no specialties involved. Have you ever been invoiced in a decommissioning work before? It hardly requires any talent, and any risk and accidents is not borne by Petronas. In fact, if any accidents occur, you will be redlight and removed from vendor list

FYI if you think you are smarter than everyone and are always right, you need to explore back your stock track record to see if your results match your confidence.


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

You promoted uzma at 0.805 and watched it dropped to 0.5+ and now up to 0.6+. The business fundamentals have not changed, only your perception.

You still believe world is flat? Even after 99% of the world days it is round? Then how to go to USA if you think you will sail off the edge at any time? Pitiful city harvest pastor wannabe. Stop leading your friends and family into the valley of darkness. It is not fair to them at all.


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

The results are below our projections though above consensus, accounting for 85.8% and 124.6% of full-year estimates respectively. The drag on this year’s performances were mainly due to lower earnings recognition in 1Q and 3Q resulting from i) higher operating cost, ii) weaker JV and associate contributions, and iii) downtime in two key earnings contributors – D18 and UzmAPRESS. We maintain our FY20-21 forecast as we think projections are already conservative, while also introducing our FY22 projection with YoY earnings growth of 18.8%. Our TP of RM0.57 based on 10x multiple to FY20 EPS remains unchanged. We retain our Underperform call considering its earnings outlook being less exciting at this juncture.

Hi sohai minority shareholder. So now move goalposts again? Ok la watch see how you can play, but this one not very fair again but let you enjoy la. First you say February after the warrants expire it will go up to rm1, so if people buy the warrants to dilute the share price down you stress, don't buy you also stress. How la? Now say July only it will go up to rm1? Every day change story, any sorry story in your life is real?

Philip doesn't change goalpost. When I say pchem is worth rm 10 at least is after completion and production run of IPIC, which is guaranteed to boosts earnings for PCHEM with new products for different markets like aromatics for skincare and beauty industry ( high margin), specialty chemicals for new businesses like lubricants, sealants and others for new markets in Asia ( instead of import from 3M and Europe and USA all the time).

Do you know what is PIC? Don't know? Then good log, you don't need to buy any pchem stock. Please stick to your shifting goalposts.

Your myvi already send for service? Mr biggest minority shareholder of INSAS?

>>>>>>>>>>

Posted by stockraider > Aug 31, 2019 1:19 PM | Report Abuse

This sohai veli talkcock veli panlai loh...!!

Yes raider says Insas can go up to Rm 0.90 by 31 august and above rm 1.00 in july but imagine within 1 mth rm 0.90 and within 6 mths above rm 1.00, the ultimate goal is still above rm 1.00 mah, why need to harp on temporary short term setback leh ??

I remember Philip says Pchem can go Rm 10.00, what happen leh ??

Also look at sohai Philip QL still underperform against raider insas and charles MNRB loh...!!
Why sohai Philip umderperform if he say he is so panlai leh ??


Philip comment,
HK1997 again) Philip Really a sohai everyday moving goalposts, how to become investor? Last time say hengyuan rm35 deep value, then say insas rm0.9 before merdeka, now say rm1, everyday change story and bullshit all the way.

How to become biggest MINORITY SHAREHOLDER OF INSAS? Everyday lie like Calvin tan also? How many lies can you tell before everyone gives up on you?

Perhaps Calvin tan needs to go back to school or read a dictionary? ( Dictionary has nothing to do with being a dick btw Calvin).

arbitration
/ɑːbɪˈtreɪʃ(ə)n/
Learn to pronounce
noun
noun: arbitration; plural noun: arbitrations
the use of an arbitrator to settle a dispute.
"Tayside Regional Council called for arbitration to settle the dispute"
synonyms: adjudication, mediation, mediatorship, negotiation, conciliation, intervention, interceding, interposition, peacemaking; More
Phrases
go to arbitration — use an arbitrator to settle a dispute.
"the trust and consortium are likely to go to arbitration"

Arbitration and suing are 2 totally different things. They just wanted to confirm how financing for the bigger portion of the project is to be done ( last time PDP partner no need to do stress on financing, now become one stop shop different story. Still no understand, how to buy stocks?)

How did arbitration suddenly become court case? Sue JV partner for what?

Want to pursue your lame duck uzma with imagined orders and numbers ( with no binding contract awarded to it from Petronas, only provisional?)

Or your lame duck mbsb with the most horrible loan portfolio which is sure to suffer catastrophic losses as the property glut starts killing more developers building and hoping to sell their expensive properties but unable to service their interest commitments to mbsb,

I wonder who is the stupid ones?

Mind telling me what happen to your portfolio? Can still trust? Did you Ajay cut loss or holding on to sell to kids? Is that the real reason you are selling your houses to finance stocks?

Still holding on to your kps? After buy and get your dividend did you sell out continue holding as it crash by 83 cents after your recommendation on the dividend still drop more than 50 cents. Same line your talam Kueh, promote 8 cents 2016, then 5.5 cents, then 4.5 cents, now 3.5 cents scared but still buy 100 lots ( rm 350), buy for what?

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

>>>>>>>>>>>

Posted by calvintaneng > Sep 2, 2019 3:33 PM | Report Abuse

Don't be so stupid like qqq

Cannot buy gkent for these reasons

1) Najib crony stock gkent finished when BN finished!

2) Gkent suing Mrcb also another stupid act as Mrcb got Minister of Finance inside as shareholders

How to get future jobs leh?

Better sell gkent for Uzma or Mbsb Bank

Uzma got petronas Rm20 billions upstream jobs booster while Mbsb Bank got low interest margin factor

https://klse.i3investor.com/servlets/pfs/120720.jsp#tabs_group2

Hi little liar Stockraider, please check when I bought and when I started" recommending"? I bought the stock at 1.12 on 25 February and have already enjoyed a dividend round of 35k on my investment. All my details are in my online trackable portfolio. I don't lie and tell fake sorry like your 31stv August prediction rm0.9 for INSAS. Still waiting for your warrants to expire worthless? When I buy, I don't simply sell just because make ikan bilis profit. I sell when the business fundamental changes or a bigger competitor appears.

That's why you drive myvi. And Calvin tan always goes back to Holland to eat TALAMT Kueh.

What happen leh??? Lrt3 not yet even complete, still got many years to claim back the progress claim billing of 16 billion.

I recommend stock at 1.3? I got proof you are a fake investor airways borrowing money from your children to play your stock games got la.

Your Deep value hengyuan rm45 how ah now?

>>>>>>>>>>>

Posted by stockraider > Sep 2, 2019 11:46 AM | Report Abuse

Sohai Philip recommend gkent was Rm 1.30 loh....now only Rm 1.05 loh...!!

What happen leh ????

Really a sohai everyday moving goalposts, how to become investor? Last time say hengyuan rm35 deep value, then say insas rm0.9 before merdeka, now say rm1, everyday change story and bullshit all the way.

How to become biggest MINORITY SHAREHOLDER OF INSAS? Everyday lie like Calvin tan also? How many lies can you tell before everyone gives up on you?

>>>>>>>>


stockraider Correctloh...insas is up slightly above rm 0.80 only mah...!!

The key is that it should exceed Rm 1.00 by 20 feb 2019 loh...!

Really a sohai everyday moving goalposts, how to become investor? Last time say hengyuan rm35 deep value, then say insas rm0.9 before merdeka, now say rm1, everyday change story and bullshit all the way.

How to become biggest MINORITY SHAREHOLDER OF INSAS? Everyday lie like Calvin tan also? How many lies can you tell before everyone gives up on you?

>>>>>>>>


stockraider Correctloh...insas is up slightly above rm 0.80 only mah...!!

The key is that it should exceed Rm 1.00 by 20 feb 2019 loh...!

Poor Stockraider.

Oversupply and reduce on demand is silly if we take PCHEM entire business in view.

Take a look at the profit margins and demand of pchem urea fertilizer and tell me how oversupply is possible given the high profit margins.

Take a look at acquisition of da Vinci and the application of aromatics in beauty products industry. Look at the demand and profit margins there.

When you say plastic usages, you need to define what form of olefin you are talking about.

When you look at sunset industry, it is usually marked by low margins and bigger commodities volumes.

PCHEM has 25% net profit margins. This is higher than many technology industries, so called sunrise industry, which I deem unstable and very easily affected by change.

>>>>>>>>>>>

titus Philip, but the most worrisome part is the oversupply and reduce in demand. With the oversupply problem, ie; US & China petrochemical plant coming online, the output will be high. Also, the reduction of plastic usage will add salt to the wound. It might take many years to the demand to catch up. Is just like the steel counter. Local steel counter is suffering due to poor demand and over supply. Furthermore, with the Anta steel in production, it makes this worst. Hope you can share your opinion on this. Thanks.
28/08/2019 8:35 AM

So far I have received 29 cents in dividends from my initial investment in February, now at rm6.9, it will soon be reaching 5% dividend yield for a blue chip stock. Buying even more with my dividends and extra margin. With good revenue and stable net profits, strong cash position, PIC completion and davinci acquisition, saying PCHEM will go bankrupt is the exact term of buy when people are selling, sell when everyone is buying. Averaging down here while waiting for trade war to end is a huge balancing trigger.
We need to thank trump for the opportunity to purchase more of a monopolistic company, and not shiver in fear when discounts are abound.

As usual plan after you the quarterly report comes out.

Everyday bullshit and talk big. The more I listen to you talk the more I vomit. One of the biggest minority investor my @&&*#'.

Dive myvi admit la. No need to imagine so much. With your investing acumen it is hard to imagine you becoming biggest anything.


>>>>>>>>>

stockraider PLEASE LAH SSLEE, DON ASK RAIDER TO PERFORM SILLY INDECENT STRIP TEASE LIKE PHILIP MAH..!!

BTW...I M ONE OF THE BIGGEST MINORITY INVESTOR OF INSAS MAH BUT STILL WAY BELOW LENO RIGHT NOW LOH....!!

I don't make predictions on share price and say I can buy and sell perfect timing like a stockGod.

But luckily got Stockraider he know everywhere where the stock going to go.

So funny, how come Forbes Malaysian 200 list don't have your name?

Finally have details on calvintaneng conviction on TALAMT. 150 lots only at 3.5 Sen? After such heavy promotion? How embarrassing.

>>>>>>>>>

Aug 26, 2019 3:51 PM | Report Abuse

Talam kueh?

Calvin just bought 150 lots at 3.5 sen today

So happy to buy cheap

With 3.85% yield on a microcap which share price the last 5 years has been stagnant, a company that has barely grown its revenue and earnings the last five years, what is there to like?

If you want a stable stock with 6+% dividend to hand over to the grandkids, Maybank is a perfect option.

If you want a strong stock that grown its revenue, earnings and share price the last 10 years with good dividends, hartalega would have been a wonderful choice.

You should try comparing the results of the choices you made versus the choices that you didn't make to understand the long term effects of your stockholdings.

Stockraider so power he claim that:

1. Insas share price will hit rm0.90 by 31st August 2019.
2. Insas share price will hit rm1.00 by February 2020.
3. He drives a myvi because he is special like that.

I think only one of those statements is true, and even that statement is a half truth. Luckily we saw his big boast prediction before he delete his statement.

So if he can lie about the above, do we know if the bottom statements also true? I think only myvi driving despatch boy knows the truth ( and his total "investment" the 3 big round he make).

Good luck despatch boy on your predictions.

Just an advice. Those who really make money from share market never presume to know the share price, we instead look towards the business and earnings and revenue and margin of safety to play it safe whether price will go up or go down. But never so chun chun like you know exactly when to buy and sell and know exactly the date and the share price. Amazing!

That's why I always avoid investment bankers and despatch boys who keep asking me to buy their investment ideas and stock picks with cut loss and take profit figures.

Your bland how ah? Start to drop try from your predictions also?


>>>>>>>>

I bought insas in 2006, with average of rm 0.26 in 2006 and continue buying upto rm 0.42 in 2007, and sold for staggering average Rm 0.78 in 2007.....a return more than 100% in about 1.5 yrs mah...!!

In 2008, i bought insas at average cost of Rm 0.33 but the share price collapse to as low as rm 0.20 in 2009, i continue averaging and buy more at the final average cost of rm 0.29, i manage to sold all at rm 0.53 in 2011 loh....again a gain of 82% in about 2 yrs loh...!!
Why i dare to average insas when it collapse to Rm 0.20 in 2009 leh ??
This is all bcos of margin of safety mah....!!

In 2012 to 2013, i again bought back insas heavily at average price of Rm 0.43 and manage to sold of all insas at average price of rm 1.04 betwwen 2015 to 2016 again more than 140% gain mah...!! A good lucrative return in less than 3 yrs period mah...!!

Shpg22
>>>>>

This is the quality of your predictions.

Stock: [YINSON]: YINSON HOLDINGS BHD

Jun 26, 2019 8:08 PM | Report Abuse

The END is near

Right before Brazil confirmed 2 FPSO contracts to YINSON with billions of USD.

>>>>>>>

Stock: [SCIENTX]: SCIENTEX BHD

Jun 26, 2019 4:33 PM | Report Abuse

Maintained STRONG BUY at fair price of 10.00. The next MAHSING spotted.

>>>>>>>

Stay in school kids.

LHI IPO at rm1.10. now today drop to 0.74, with downwards earnings guidance.

LHI why valuation so low? It is a second time IPO taken private before. Before privatisation how much was the market cap? How much premium did they ask at relisting?

Once bitten twice shy they say.

If management still the same, business still the same, performance also the same. Why would you expect outperformance?

QL has been outperformance for 20 years. Can we expect good management to continue? Definitely.

Calvin tan record, he only tell to buy, but never tell to sell, his kps record speaks for itself. After kps destroys it's business, it becomes worth less than its value. How to sleep well at night when management is not shareholder, and because they are not shareholder they don't think with future in mind. Kps now with 75 cents. Thanks Calvin tan for recommending at 32 cents dividend, rm1.55 . After get dividend, drop like a rock.

Chun chun performance my ass.

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

>>>>>>>>>

SEE HOW CALVIN CHUN CHUN FORECAST KPS CASH PAYOUT AFTER KPS RECEIVED COMPENSATION FOR WATER ASSETS

ONLY AFTER CASH PAYOUT 32.60 SEN ANNOUNCED PEOPLE PANIC BUY KPS OVER RM1.69 TO THEIR DETRIMENT

You have much to learn about business. LHI started business many many years before QL even began. But the quality of management is so much different is like heaven and earth.

After LHI do business for so many years....

1. Who has the family mart franchise?
2. Who expanded successfully into marine seafood and poultry from just a feedmill?
3. Who expanded successfully into Palm oil plantations ( with 12% margins in such bad Palm oil market environment?)
4. Who owns boilermech?
5. Who has consistently grown dividends, revenue and market share tremendously?

In 10 years from now, who will have the bigger revenue and earnings?

If you bought LHI at IPO I would laughed. Poultry market drop earnings drop 40%

QL shareholders sleep well at night. Poultry drop still got marine, marine drop still got palm oil. Palm oil drop still got family mart.

Every year amateurs talk as if they know how ql business works, thank God you don't own any. I get to top up every quarter.

I have been a shareholder since 2009. Holding until today. Laughing to the bank where my dividends every year more than my entire investment of 2009.

Recorded date and time of purchase for calvin tan uzma shares.



>>>>>>>

ANYONE SOLD IN FEAR TODAY?

CALVIN JUST BOUGHT MORE UZMA SHARES FROM 66 SEN TO 65.5 SEN

WAITING FOR UZMA RESULT TO BE OUT BY AUGUST 30TH 2019
23/08/2019 5:10 PM

You can either practise 1st level thinking and blame operator and funds and think it is a good quarter result.

Or you can practise second level thinking and understand why "good" result did not entice institutions to buy.

Sometimes it is about looking at facts and minimizing your assumptions for the future prospects for the business.

Bottomline, buy and hold without understanding the business will never work.

Would you borrow money to a company who owes so much money that billions of order book would not cover interest costs?


>>>>>>>>


Posted by Mabel > Aug 24, 2019 2:38 PM | Report Abuse

Here's something to think about..

SERBADK is a typical example of good quarter result, good prospect but the share price dropped on the next day trading after good quarter result announce. So that is why share market is inefficient and only those who can see it will make big money

TWO days ago everyone is excited seeing the QR out wow wow wow as a investor I expect to see some shows next day but u can see no hoohaa whole day.

I can tell u today is not about retailer like u and me selling, is all those big funds that sell..

Bottom line just buy anything and hold it forever. As long as you don't sell you don't lose anything

There is nothing in this announcement which says success winning tenders, getting approval for specialty distributor and even getting a high margins selling those 10,000 street lights.

There are so many manufacturers and suppliers in Malaysia alone, not to mention Chinese and European suppliers.

I would wait for confirmation of tender bid or win before deciding what to do.


>>>>>>>>>>

Posted by Victory99 > Aug 20, 2019 12:50 PM | Report Abuse

http://www.astroawani.com/berita-malaysia/10-000-unit-lampu-jalan-led-...

Stock investment is about managing risk and buying common stocks is already intrinsically risky. People are willing to pay higher multiples for safe, rich and growing businesses.

Rcecap basically borrows money to poor people ( b40 civil servants etc) using a riskier model than elk-desa. Not only can you buy vehicles like motorcycles ( which aeon and elk is doing) which can be auctioned or resold, but rcecap also borrows for riskier ventures like personal loans for renovation, vacation, expenditure which cannot be recouped. On top of that, none of the loans are secured or collateralised unlike a regular loan from public bank, Maybank etc. More importantly, to get their margins, they find less financially adept individuals, and reduce their loan approval criteria.

For a simple explanation: to get their yearly profit of 100 million, rcecap has a loan book of 1.4 billion ( treat this as the production material banks use to make money, more money). The production material comes at a big cost, non performing loans ( basically ppl who didn't play back loans) of between 11% (2011) and 4%(2018).

How safe and secure is that 1.4 billion of loans? That is the 2008 subprime l million dollar question everyone would love to know.

Which is safer: a rich businessman getting a housing loan or buying a new Mercedes?
Or a b40 civil servant earning 1500, getting a 15000 loan to renovate his house?

That is why rcecap is still stuck at pe6.

Banks and money lenders, just like any other business can and will go bankrupt if they are not disciplined.

>>>>>>>

antoniomc27 Guys, why do you think market is paying PE 15 and a PB ratio 1.2 for ELK-DESA (1.66 RM at the time of writing, 50% increase YTD)
and RCECAP is still stuck at PE 6 and PB ratio of 1 ?

No, I negotiated a special rate with minimum 1m of margin brokerage.

To be honest I don't like this rule also. One of my biggest misses of all time was Amazon. Amazon after dot-com crash kept piling in all profits and returns growing the business.

It's like that old children's game: 1 cookie now, or 2 cookies tomorrow.

This rule will automatically exclude those businesses which decided to not eat cookies for 10 years for the whole business.



>>>>>>>>

Posted by Icon8888 > Aug 21, 2019 9:14 AM | Report Abuse

sifu Philips The two quarters thingy is KYY new golden rule

His old golden rule is Buy stocks that earning next year higher than this year

He has already abandoned this rule but I faithfully hold on to it

I understand none of those companies. Or more accurately, I know what they do, but I have no way of understanding those businesses place in the world, hope competitive they will be compared to China, Taiwan and Japan which produces the same thing at a more expensive price.

But I do know one thing, the biggest reason they win those contracts are due to price, not technology.

The main reason they have a low price is because they are using the tax free period given by MITI, which has a time limit.

When that runs out, how competitive will they be? That is a question I have no idea how to begin guessing.

I don't really like KYY golden rule concept actually, just because revenue and earnings go up for 2 quarters doesn't make it a golden business. It is better to understand what caused the 2 quarters of price up and what the growth triggers are. Kyy makes too many assumptions ( dayang was a huge example where he makes assumptions of hard profit guarantees from the Petronas provisional contracts)

Gkent was very simple. Just remove all the assumptions.
Gkent/mrcb got money to complete lrt3? Yes.
Gkent work startup, in progress and progress claim started? Yes. ( Slight insider information, but not very important)
Gkent guaranteed contract with government? Yes. 16 billion.
Government got money to pay? Yes.
Gkent profitable company with our without lrt3 contract? Yes ( water meter).
Future r&d expenditure and planning? Yes.
Gkent earnings growth? Yes. Cash positive.
Low debt? Yes.
Good sales team? Yes. ( They sold to both najib and LGE unlike other companies).

Just practise the 15 points scuttlebutt from Philip fisher to get a clear picture of the future.

It is like the casino telling you to put your money on red. And tells you what number to put it on.


>>>>>>

Posted by Icon8888 > Aug 21, 2019 8:21 AM | Report Abuse

I follow KYY "buy stocks next year earning likely higher than this year"

I think it applies to Gkent

The good thing about buying wonderful companies is the timer horizon. You see 18% drop, I see the price post split is same period 2 years ago is 2.81 with many cents of dividends. I kept buying during that quarter and built up my position this year to varying degrees of success. I probably won't be as successful as those able to buy wonderful stocks and at good timing like Warren buffet, but I'm just a simple salaryman working for the enjoyment of it. I'm still up long term with dividends buying more shares as time passes.

My personal opinion during uncertain times all businesses will have discount days, we will only regret when the price has gone up too late.

I think very few investors in this forum also bought yinson in bulk as I did.


>>>>>

lazycat philip u dispose public bank shares is a good move , i assume u disposed around RM25?
if u din't , the outcome would be same like topglove , -18% :/
15/08/2019 5:49 PM

Posted by Icon8888 > Aug 20, 2019 6:06 PM | Report Abuse

My cost 503

Dumb dumb hold pass to my grandson

>>>>>>

I like this sentiment. I also planning the same thing for QL. Most banks in Malaysia are a good bet due to the high savings culture ( also forced by EPF). Maybank is almost 6.55% (72% payout) due to the bad loans it has buy won't affect structurally. Public Bank is down to 20 from the price I sold at 25. CIMB is a good investment, at 4.8%(42%) payout I'm sure it will keep growing is dividends and earnings in the years to come.

Discount day.

Here is my take on 5G after some further reading.

5G isn’t one technology, but a complex collection of technologies, many of which have not been sorted out by the standards bodies.

In general, however, it’s helpful to oversimplify the explanation about how 5G works. So here goes.

The technologies behind 5G enable the use of very high frequencies. The higher the frequency, the shorter the wavelength. Shorter wavelengths enable faster speeds and lower latency.

But there’s the catch: With shorter wavelengths, the distance between the device and the “tower” has to be much shorter, and the signal has a harder time penetrating through materials such as walls and trees. To get around those obstacles, companies need to deploy vastly more towers than existing technologies do. And companies such as Verizon are using beamforming to direct signals around objects and toward devices.

In order to have reasonable coverage, providers have got to build 5G antennas and towers all over the place, and very close to users. It’s time-consuming and expensive to place these devices everywhere, so the rollout will be slow and uneven.

Because 5G connections suck more power, the chips that power 5G will be designed to favor 4G and kick into 5G mode only when the application demands high bandwidth.

In essence, 5g will take a lot longer ( 10 years+) to really get things together before it becomes something really useful.

We will probably need to wait a lot longer before you can move everything into the cloud and start buying rm50 smartphones ( which only need screen and sound), get smart car access everywhere and all those IoT dreams like Ironman movies.

In essence the jump from 2g to 3g to 4g is quite similar (upgrading of existing cell tower equipment) I know this because I just installed a signal booster in mukah water treatment plant that gave me strong celcom connection locally. It's basically the same device

But the jump from 4g to 5g is on an entirely different scale altogether. It's almost an entirely new technology all together. I'm not sure who will actually be the beneficiary of the new technology or which company will actually be profitable from it long term.

The basic thought process was very simple. Public Bank is a very conservative business, and banking is a very tightly controlled industry, so it is very unlikely for pbb to expand to say Japan or Australia to do business. Meaning that it is very difficult to break into, but at the same time very clear on its growth plan.

PCHEM offers far higher returns ( especially with acquisitions of da Vinci and pic), also a similar stability and cash security ( market leader locally), but with increased risk ( explosion in PIC during commissioning).

Basically, in 5-10 years I see PCHEM revenue and net profit doubling, and I expect to see rm1-2 earnings per year, which means using their 50% payment policy I can get at least rm1 per share dividend yearly.

As PCHEM products is being used is not only olefin, but their target market is growing into fertilizers, skincare and aromatics and specialty chemicals, I think they are on a very nice track to grow into many new markets.

Especially with da Vinci the biggest thing holding them back before was capital. With huge pchem muscle behind them now, I think many interesting growth factors can happen.

>>>>>>>>

https://klse.i3investor.com/blogs/philip6/193465.jsp

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

>>>>>>>>>

The first time Calvin promoted this counter share price was at 80 cents. Let us see and monitor his long term performance using this tracked portfolio.

He only knows how to buy stocks that go down, buy has never bought a stock that went up. That is why he knows all the down trending stocks.

>>>>>>>

Posted by kelvin > Aug 15, 2019 9:25 AM | Report Abuse

gooshen since you know the market, you should be billionaire now right ?

Hi yes, I got lucky on that one. That's why it is good to review the investments you made as well as the ones you didn't make to know the total return. Yes I sold around 25.


>>>>>>>>
8/2019 12:59 PM

lazycat philip u dispose public bank shares is a good move , i assume u disposed around RM25?
if u din't , the outcome would be same like topglove , -18% :/

Hi please not in my portfolio thread. I want to keep this one clean and constructive.

It is because of people like this that I can make money in stock market. When everyone start looking down on Malaysia is when I turn 1 million into 5 million.

Mark my words, those who wait for the Islamic Revolution are those who miss buying stocks at cheap prices.

I learned my lesson from the 1997 hongkong China-British fear, not realising wonderful business will continue no matter what.

I wasn't as smart as KYY back then, and thought the end was near for Hong Kong.

But we learn new things every day.

This remark by i3lurker is making me consider increasing my margin account and going full ham.

>>>>>>>>>>

Posted by i3lurker > Aug 15, 2019 10:54 AM | Report Abuse

beneath the rock bottom is liquid metal bottom.

ALL western investors are bypassing Malaysia due to the high probability of Islamic Revolution coz now we have a racist Ayatollah sponsored, morally supported and helped by Tun Dr M himself.

Who is stupid to invest when Islamic Revolution gonna happen very soon?

It is more a case of samur is the biggest monopoly this side of sea, where so many Palm oil plantations rely on urea fertilizer which no other competitor in scale and price. Which is why I always laugh when people think pchem is a one horse trick.

The bigger trick is when aromatics and specialty chemicals from pic and da Vinci acquainted comes online, for a good revenue and net profit growth trajectory 10 years into the future.

>>>>>>>

I notice almost half profit from fertiliser

Exactly, PCHEM is paying me 250k (11 cents dividend) to wait. At rm7, I am more than happy to do so, especially after the completion of da Vinci acquisition and PIC rollout. 2020 will be a wonderful year, with Olympics in Japan ( QL big beneficiary) gkent( LRT3 revenue incoming) and many others.

CIMB is a good play, actually almost all stocks now are downgraded because of market worries about trade war and whatnot. In the long run, these temporary effects of just another way of giving you a discount day.

Thong Guan seems interesting, let me study it a bit.

You call that an official track record? Do you know what a portfolio is?

Stockraider does not have a trackable record, only bullshit. He everyday say only, but cannot verify.

Myvi driver wants to talk mathematics, let's talk chaos theory and probability analysis.

Let's try it out, shall we?

Stockraider has guaranteed 31st August 2019 as a date where INSAS will hit 0.9 cents. You have 1 million which MUST BE INVESTED.

Option A. You buy an option that pays you 10x if INSAS share price is above 0.9 cents but you lose EVERYTHING if it doesn't hit 0.9.

Option B. You buy an option that pays you 2x if INSAS share is above 0.8, but lose EVERYTHING if INSAS share price is below 0.8.

Option C. You buy PCHEM to get a dividend of 11 cents on 28 August 2019 at 7.30, but have to lose the difference of the share price at 31st August 2019.

What is the most probable action where you have the most profit to gain, but at the same time the best protection of your capital.

You can try this exercise and view your results at the end of the month to understand why Warren buffets golden rule is

1. Never lose money.
2. Refer rule 1.

By understanding capital risk, opportunity risk and business risk you become a better investor.





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Of course this sohai, says pchem hitting above Rm 10.00 is a big deal but mathematically is not mah...!!

Wish you luck!

I won't argue with you on that, as both are business that I don't understand well and so will not invest in. In all honesty my thought process was vitrox had a bigger base of customers, a bigger casual and cash flow levels than penta, and better long term mix especially with customers involved in 5g. I did miss the fact The net profit is higher because of the tax free status which is ending soon.

Most importantly when I value risk, i mean business risk. You cannot honestly say pchem business is riskier than hibiscus.

A very simple question. If Sabah shell was so good and profitable, why did they sell it to hibiscus in the first place? For an asset which is nearing send of life in resources, hope secure are the oil barrels and the price? That is risk.

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lazycat i don't think hibiscus is riskier than pchem

i remember early this year i ask your opinion about penta, u seem interested ,but u said vitrox is better, well, penta almost double it share price now and it did not pay any dividend, while vitrox stagnant :/
14/08/2019 8:10 PM

The smartest decision would be to pick the stock with the lowest risk and highest upside. For hibiscus to go from rm1 to rm3 a lot of assumptions need to be made, whole pchem trading above rm10 is assured. In the meanwhile, hibiscus has never given out a dividend, while pchem operates on very high net margins, a healthy level of dividend payouts( below 50%), and it is a market leader with a very strong brand and customer base. The risk involved is so low I am willing to risk millions, my wife retirement fund, my own retirement fund, my father in law retirement fund on this investment.

How much is your risk appetite for hibiscus? Are you willing to put your entire family fortune on hibiscus?

Is the business model strong enough and the company wonderful enough that you feel confident enough to bet the farm on it?

If you think making gains from rm 1-3 with a high risk in the business is worthwhile, then you are smarter than me. I prefer making rm7-10, with 30-40 cents dividends every year consistently with a company with strong balance sheet and very low risk of losing money.

I see, your investment horizon is 6 months?, If that is the case, you should probably be looking at other portfolios with higher risk appetites. As I am looking to buy strong businesses with good fundamentals, I try to stay away from companies with volatile speculative share price movements and swingy business models. If you are interested in short term jumps of 20-30% I suggest you to look at other portfolios and investors. For me, new businesses, financially unstable companies and microcap stocks will have those big jumps, followed by big drops in share price.

Also my year to date result is based on starting in 2019, when almost all of my stocks have had big climbs in share price ( QL doubled last year, topglove,). Yinson this year finally found it's tender confirmation up from rm4 to rm7 ytd. My new held stocks is gkent, pchem, both of which are waiting for results from their billion dollar projects in 2020.( PIC commercialization in 4Q 2019, lRT3 revenue to realize in 1Q 2020).

It would probably be a good idea to come back 1-2 years from now to revisit my results.

Another exercise which I think all young investors to do is not only to look at the returns of their current picks, but also review the returns of the picks not bought but researched, and also to compare vs Bursa market returns.

That gives you an idea of the real performance of your stock portfolio.

During the US CHINA trade war, I find it hard to judge any stock performance of a company fairly.

Huawei is one of China biggest companies, but at the same time the trade war is hurting then a lot today. But in the future 5-10 years from now? Huawei is the cheapest and most efficient 5G manufacturer in the market with a very very strong R&D team. If you judge Huawei returns on today result, you would be making a mistake.

Ask I can say is: enjoy the discount day while it lasts.

I rarely look okay short term results, but concentrate more on their long term opportunities. Their huge cash hoard, their excellent acquisition of da Vinci and ability to leverage capital to grow the specialty chemicals division as well as production of PIC next year will ensure that long term, buying at 7.12 and averaging down would be an excellent decision.

Bought 200k shares at 7.12, averaged down on margin and enjoying my dividend yield. I owe Donald Trump dinner. His invented trade war and market uncertainty has given me a buying opportunity to build up my position in pchem. I ended up paying 7.01 for my block of PCHEM shares, amazing discount day, with 11 cents dividend.

Hopefully more discount days for PCHEM to come, all the while management it's moving towards commercialization of PIC in 4Q, ( killing overpriced Lotte) and doubling revenue in the coming years, acquisition of da Vinci ( opening up their loreal, Korean and Japanese skincare aromatics market), which will increase 5% to their earnings next year.

Why spend the effort to be contrarian when one can just be a part of an amazing company?

Looks like I don't have to do a vlog for icon8888 anytime soon on pchem.

Picked up pchem at 7.12@200k shares today on margin.

Hard sell hard sell! Good job. Kwap buys a stock you like, you will say kwap smart. Kwap sells a stock you like, you say kwap is a moron. In this case I'm sure you will say all the institutions selling uzma are blind fools.