2 rich old men. All the poor and young investors out there can learn from either icon8888 or Philip, but applying both will get you nowhere.

Calvin tan say he follow all Palm oil counters for many years, but he forgot about the efficient Palm oil players ( not the story time ones), Calvin forgot about United plantations berhad, which using his theory has been cooking books for many many MANY years. 20% net profit margin oh wow must be a scam!

Then again Calvin and sslee has never bought quality companies before in their life and instead buy into companies like talamt, karambunai, xinquan and INSAS.

How do you recognise quality when all your life blinded by mediocrity?

As for sslee question:
Is QL market price run ahead of fundamental?

Many investors prefer high price for guaranteed earnings at low fundamental risk, quality of management and a long term market growth outlook.

I ask you back the question, what is the fundamental business risk of QL? Will it's business be harmed by teoseng,layhong,7-11, cck? Will japhtra, CP foods and lhi come in and compete in QL cute businesses in Malaysia?

What is the possibility of bankruptcy risk of QL versus say a microcap like INSAS 10 years from now?

People will pay a premium from good management, safety of capital, and a monopoly.

>>>>>>

https://klse.i3investor.com/servlets/stk/fin/2089.jsp

Yes growth rate very sustainable and very profitable. When was the last time QL do a private placement rights issue, warrants issue?

I believe it was many many quarters ago.

Very much of QL growth has been internally generated and is debts are happily given at low interest rates by lenders.

Do you know something the owners, banks and lenders do not? Please do spell it out all your analysis for me to bring to AGM. All I know currently is every year the business is growing, earnings and revenues are record high, and they are rushing to meet ever growing demand.

Growing capacity early to meet demand is a mark of a good management. Those who decide to grow too late and only complete capacity AFTER demand has been met by others is a sign of poor management.

Ask yourself purchase of PPE is to be done after demand is critical or grow first to meet future exponential demands.

Thank you

P.s. I believe as a palm oil manager you always ask upper management to spend more monies to grow the business. Have you ever had a boss who pushes you to be better, do the best you can, and grow the business to the best of your ability without worrying about the financial aspects?

>>>>>>>>>

Sslee Dear Philip,
Compare the revenue growth rate with profit growth rate and purchase of PPE to fuel the growth rate with borrow money. Do you think the growth rate sustainable or profitable?
Thank you
30/05/2019 8:25 PM

Which experts of oil palm pray tell? Oh I forgot, QL also owns boilermech, specialists in mills.

How much would you pay for a business that can consistently keep growing it's revenues without fail for 20 years? The business is in a very competitive and consolidating industry, and yet they keep growing and growing and growing.

Paying pe50 for a business that doesn't grow is one thing.

Paying pe50 for a business that doesn't stop growing and increases its dividend is another.

400 million increase in revenue this year versus last. 216 million in earnings , 5% more than last year. This despite the lowest CPO prices ever, a drop in fish catch, seasonality issue. I look forward to the coming year.

This is how I usually look at QL business.

Based on past 5 years quarterly data, our average seasonal earnings index is as follows:
Q1 April to June 0.21
Q2 July to September 0.27
Q3 October to December 0.28
Q4 January to March 0.24

MPM's current quarter sales decreased 12% against preceding quarter due to seasonal factor.
Earnings decreased 39% against preceding quarter due to the same reason.
b. POA's current quarter sales increased 11% against preceding quarter due to higher CPO price (RM1,976 in Q4) vs RM1,916 in Q3) as well as selling of previous qtr unsold stock.
Earnings however increased 22% due to higher CPO price, better OER as well as higher contribution from associate (Boilermech).
c ILF's current quarter sales decreased 8% against preceding quarter was mainly due to lower contribution from feed raw material trade.
ILF's current quarter earnings decreased 41% against preceding quarter mainly due to decrease in fair value of Biological assets.
B3 Prospects for the year ending 31st March 2020
Barring unforeseen events, the management are confident that FY2020 performance will improve against FY2019.

I very much agree.

If being a chartist worked Warren buffet and others would have hired someone by now.

For me in just happy for another opportunity to buy at cheap price. My last purchase was 8.15 and enjoyed 18 cents dividend. So my overall cost would have been 7.97. I welcome the opportunity to average down on a very profitable company

The moment someone cannot accept alternative point of view and resort to insults and negative thinking's is the day I lose respect for them.

Low class birch dog.

Go and answer what Jason Gilbert ho asked you, buy hold or sell.

One last piece of advise from someone who is in the industry.

JKR requirements for Street lighting is very simple. Just comply to JKR EMAL list, sirim approval or Suruhanjaya tenaga.

For China companies how they do it? They use their CE certificate or China approval certificate, pay myr 5k per certificate to get sirim approval and boom! You get to use China industrial lighting and supply to Malaysia.

With volumes measuring in millions of units. Do you think success can be cheap and high margin? The m&e package that we are doing for pan Borneo highway 7.9 km, all Street light comply to JKR EMAL list spec. With sirim. All manufactured and shipped from Shenzhen.

30% cheaper than success. Sorry we couldn't help you out.

Why don't you get lost and go back to old folks home. Lost in your own world.

Yes and I meet people like you all the time in life. When people say totally agree you still say never listen airways right. When they don't line what other people are saying, they resort to curses and names and sorchai and stupid.

I keep telling you I don't know how stock prices are in short term. Ask I know is whether or not a particular business will be competitive and have a good position in the future.

That is why I never give any price action etc.

Now that the success management themselves repeat exactly the words I was telling beforeb on competitiveness with China, do you call them sorchai, stupid and silly?

I don't do industrial lighting, but we have used commercial lighting in projects with success transformers.

The profit margins are single digits. That is the basis of my analysis.

I would say that you are the one that never listens. Probably not even to what the management is trying to tell you.

This part I totally agree. But some people don't know how to recognize between temporary disruption and systemic uncompetitivenes. And this buy into companies with no long term earning power/calls ( I just call it moat).

Do you think once PIC is online LCTITAN next door will be competitive? Do you think there is anything special about success industrial lighting that can give them an edge over other suppliers ( like Phillips Malaysia, overseas lighting bhd, osram, China?)

I don't like your chances.

>>>>>>>>>

Cyclical downturn is perfect opportunity to enter if temporary disruptions caused it to operate below its earning power

I'm not the one saying buying PCHEM is stupid.


>>>>>>>>
Your stupid pchem also down what ... no business thrives very day.. Look ahead for streetlight award


Posted by Icon8888 > May 30, 2019 6:12 AM | Report Abuse

Hope you learn something today

This one is bursa only

The really amazing part is with your LOUSY character and your Holland recommendations, you actually HAVE FRIENDS!.

>>>>>>>>

I JUST CALLED MY FRIEND IN PENGERANG RAPID REFINERY
HE TOLD ME THE RECENT NASTY EXPLOSION WAS CAUSED BY WRONG DELIVERY OF CHEMICAL. PHILIP REALLY BROUGHT BAD LUCK TO PEOPLE EVERYWHERE HE GOES!

The difference between you and me is, I know the where the future revenue and profit is coming from. This quarter profit drop is due to among other things statutory turnaround and utilisation.

When PIC comes up and full run, revenue and profits are GUARANTEED ( yes even by Calvintaneng before) to go up. I agree.

The future of PIC was promoted by Calvin, and I bought few months ago not to sell this year, but to follow the chun chun growth 5-10 years from now.

Why is Calvin changing his tune into gloom and doom? Obviously he wants to collect more at cheap price. I just did the same, but without the need to frighten i3 community.

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

This is my portfolio Calvin. I have made it sharable and you don't have to fly to KL to ask my stockbroker to print out transactions for you. Mine is sent electronically. I do my own trades online.

It's only been a few months. Are you a trader or a long term holder? If you start selling your HDB flat a few months after you bought them do you think you can get a good deal? If you have a good location you should hold it for years and generations.

I'm convinced now you really have no idea how to invest. A few months already panicking like a little girl. When I bought PCHEM it was with the long term premise of PIC. Has it stopped? Are they not doing it anymore? Is Saudi Aramco backing out? Those would be cause to worry. Your so called price collapsing? That's just a good discount day for me to buy more shares. Please look at my buying days on PCHEM transaction list in my portfolio.

Your so called price collapsing is due to Mr market panicking. Nothing to do with business fundamentals. In the long run PCHEM will do perfectly fine.

>>>>>>>>>>

Posted by calvintaneng > May 29, 2019 8:01 PM | Report Abuse

What happened?

With Philip touting pchem so good prices keep collapsing ?

Right hand hold steering wheel, left hand quickly punch app to buy more shares?

Stupid is as stupid does.

It's the fundamentals that count. Pchem is due to turnaround, transitionary. You have a GUARANTEE that when the statutory turnaround reverses and PIC goes up there will be definite increase in revenue and profit. This the share price drop is temporary, fundamentals are good and it gives you confidence to buy more and average down.

>>>>>>>>>>
LCTITAN do you have the confidence to average down from 4.30 to 3.5 to 3 to 2.8 far far below is IPO price? No sane person will because you are know that competition will rank up in the coming years, and LCTITAN is competitive.
>>>>>>>>>>>

For SUCCESS, the price is now back at the levels it was 2-3 years ago. You are HOPING they will win the under. The group already told you in financial report speak they are worried. Have they won the tender? Are they adding capacity in their manufacturing? Will China dump their products here since they no longer have access to US market ( they always have.). You said share price can go to 2. I don't even look at share price. I look at long term business fundamentals.

Since icon8888 definitely knows what he knows, then will be BUY, HOLD or SELL?

In the end it is not my words, the group themselves expect stiff competition. This is the part why I don't invest, even if short term can make money, but you never know.

If you buy a stock because it is cheap and not because it is good, you will never have the confidence to top up more.

It can go both ways, go up like success, or go down like lctitan. But either way, you are not participating in the excellent growth of a company, but in the short term movement of the stock price. Where will it go from here?

I have no idea. So I will not even bother taking a bet. But the company directors seem to have the same opinion as I do.

Icon8888 Philips said this stock is doomed because it can't compete with china manufacturers
23/04/2019 2:46 PM

>>>>>>>>>

The Group recorded a profit before tax (“PBT”) of RM1.97 million for the current quarter ended 31
March 2019 as compared to RM9.69 million in the preceding quarter ended 31 December 2018,
showing a decrease of RM7.72 million or 79.67%.
This was mainly due to decrease in sales from both transformer and lighting segment and process
equipment segment. Further, it also due to impairment loss of inventories, provision of non-recurring
expenses, loss on foreign exchange and loss incurred from process equipment segment.

B3. Prospects
The Group expects stiff competition in the domestic and regional market in respect of the transformer and industrial lighting segment. Nevertheless, the Group is leveraging on its strong track record, extensive customer networking and wider range of products in expanding and penetrating both existing and new markets. The Group will also step up on its effort to enhance its competiveness and productivity in its operations.

Calvin says poh huat will perform better than liihen and will be a super performing stock. This is his portfolio.

>>>>>>>

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

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

>>>>>>>>>

If you believe in talamt and you believe in Calvin tan, then this portfolio of for you. It is an exhaustive list of every buy call that Calvin has recommended in 2019, and all his sell calls and promotion n between on buy or hold or sell. He says his portfolio is making 200%.

I leave it up to you to decide if TALAMT is worth the pain of following for 3-5 years.

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

>>>>>>>

Calvin says uzma looking for high quality jobs with good margins. If that is so, why did revenue increase buy profit drop by 69.6%? Let's try to understand calvin tan method of thinking. The best is to start by asking the obvious question. How many percent of his 36 recommended stocks portfolio within this 5 months should we invest in? 2% of your average cost? If that is the case in a 100k portfolio we invest only 2k? This is a really waste of energy commenting.

But we shall push forward. Maybe Calvin tan is actually a 200% return guy? We shall edit this portfolio when and if he does a sell call on any of his promoted stocks to take profit.

So far it's not looking good for Calvin.

calvintaneng Uzma is not looking for low profit jobs but jobs that are of better quality profit margin

Many other jobs awarded will also contribute to upcoming profitable quarters.

What Calvin likes best is the straightforward transparent and friendly answers

Well done Uzma

Utterly
Zealous
Mastering
All
24/05/2019 1:40 PM
>>>>>>>

Noted.

Among other items of course. But looking at it that way, imagine what happens when PIC comes online...

>>>>>>>>

titus wow...different in 5% utilisation will make a difference of almost 20% on the revenue? ......can't imagine is utilisation rate is on 80%.
29/05/2019 1:17 PM

This quarter their total revenue was 491.6 mil. Their gross profit was 19 day8.9 mil.

THEIR TOTAL DEBT IS 10 BILLION. Some due in Oct 2019.

Every quarter they need to pay 159 mil in loan interest only. Bank borrowings in total 259 mil.

What is the true value? Got Vicious bank creditors calling for blood every week.

The FPSO making money slight growth with high margins, but OMS dropped 200 million to 66. What happens to those ships? Just lie in drydocks waiting for business and rusting. That is your "assets" right there. True value is interconnected with utilization rates. If you got 100 ships but only 5 used, the others have to pay maintenance costs, repair costs, management fees, dock fees etc.

Expensive paperweights.

Bad CEO just replaced. No head no tail on what to do. If get project no money to implement. All profits swallowed up to pay interest and bank borrowings, while ships night before lie in drydocks collecting dust, no one wants to buy one and a Armada cant sell for to no value.

What fundamentals? Don't say profit, even the debt you wonder if they will ever did themselves out of that 10 billion ringgit hole.

And yinson is taking more and more busines every day.

Where did you find that? Maybe you can consider reading up on the kwsp or calling them directly to find out more detailed information.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/

>>>>>>>>

Got investment portfolio? No? Only promoting winners and not explaining losers or buy calls? Moving on.

Is James really free? Total returns but call no sell call accurate? O have nothing against promoting your course lessons etc, but really no sense in bringing down other course teachers to promote your own business.

Shameless.

>>>>>>>

费用：RM468/Pax, 两人同行(RM428/Pax，总共RM856)，复习(RM230)
学生和James Ng's stock pick顾客特别优惠价：RM400/Pax, 两人同行(RM368/Pax，总共RM736)
免费茶和咖啡

No offense, but I think maybe James should charge more, do better with his investing, or show that his portfolio trade gains are commensurate with his recommendation ability. I saw some of his videos, and looking at the background one notices his wealth ( or lack of it). I believe he is doing videos from his cheap apartment kitchen table. All the medicine and his pallor shows high stress ( from trading results?) The wall switches look very old ( meaning it is an old home or rented as no renovation done until switches turn yellow). There is an upright piano/organ in the background which is very very lapuk( last versions like that were in the 90s). The doors are painted cheap glossy grey color, so it may actually not be his apartment but an old cheap rented office somewhere. The presentation is not very professional, and the returns are like Calvin, recommendations everyehere, definitely will have a few hits, but long term total results very unsure with high number of stock recommendations.

The reason why otb charges rm4500 is because he has results which is documented on both buy and sell times. His subscribers are still with him and growing meaning he must be doing something right. And most of all if kyy is using otb services instead of James he must be doing
Something right.

James and Calvin both are free of charge, I have built my own portfolio of Calvin's results versus his recommendations here, I advise you to do the same for James and monitor his buy call ( and more important sell call) to see his total returns. Giving buy recommendations is easy, but the part that makes you money is the selling.

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

>>>>>>>

Posted by BustaOtB > May 28, 2019 11:45 PM | Report Abuse

No ppl attack u.
But ur course very expensive rm4500
Jame's course is free.
If u are sincere , must learn from MrJames...
Your course and James is same, but u charge very high, James no charge, freeee

In fact, I myself will be leaving my EPF returns exactly where it is and doing the same negotiation when I retire in the next few years.

The only way epf will not work is when Malaysia collapses.

I find that highly unlikely.

This method is so risky I shudder.

I have yet to find a Singaporean REITs with high yields where the constant recapitalization of the reit is not required. At least with epf the shares are always par rm1. With REITs I find majority of them give you 6-10% dividends on the uptake, but on the downswing asking you to buy the rights issue, share split etc is very inefficient in the long run.

As for china index... I only advise it for those who do not know how to analyze risk and have many years more to recoup their losses.

It is sad but true, epf is most likely the best for of investing for many individuals as the profits are guaranteed by government ( in spirit if not in name). The forced savings and growing population ensures that future generations will be paying for the older ones, with or without portfolio gains.

1982 1983 to 1987 1988 to 1994 1995 1996 1997 to 1998 1999
2.50% 4.00% 5.00% 5.25% 5.50% 5.75% 5.80% 5.85% 6.60% 7.00% 7.25% 8.0% 8.5% 8.0% 7.5% 7.7% 6.7% 6.84%

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
6.00% 5.00% 4.25% 4.50% 4.75% 5.00% 5.15% 5.80% 4.50% 5.65% 5.80% 6.00% 6.15% 6.35% 6.75% 6.40% 5.70% 6.90% 6.15%

Consider this, with an average of 6%, 30+ years of UNBROKEN profits, guaranteed withdrawals, no rights issue or dilution or transactional fees, if you start comparing, there is almost nothing like it in terms of return versus capital risk.

This is the best money game there is. Government funded and enforced.


>>>>>>>>

Posted by Choivo Capital > May 29, 2019 12:31 AM | Report Abuse

I would consider taking out 25 to 30% to buy Singaporean reits. And maybe another 10% for China index.

Calvin tan promoted sell call on 21 April 2019, reference share price 3.87. today reference share price after QR is rm4.54.

>>>>>>>>

calvintaneng Axiata unit in Nepal ordered to pay RM1.45bil tax

Axiata like any Telcos already in sunset industry due to FREE SKYPE, FREE WHATASPP, EMAIL & ONLINE CHAT IS FINISHED

Just like Parkson facing sunset due to rise of E Commerce

BETTER SELL AXIATA & GET OUT!!
21/04/2019 4:40 PM

I'm not sure you are aware what is meant by good news investorking.

Good news is record high revenue compared to historical.

Good news is record high profit compared to historical.

Good news is huge buybacks at low prices.

Good news is debt reduction first, followed by dividends.

Good news is no rights issue, private placement and no huge interest rate hanging over the burdensome loans.

Armada is far far far from super undervalued.

In fact I would term armada to be very over valued. I wouldn't touch it with a ten foot pole.

It's a Malaysian company competing in a garments industry in Cambodia and China. There is a good reason why for much of it's life since listing the company has been losing money. One good year is a start, but sustainability is always an issue for a garments oem, as everyone is always competing for the cheapest supplier.

I think kcchongz is right this time. It is not how much you make that is important, it is the risk you take in making the money that is important.
What is risk? The lowest and safest guaranteed return is fixed deposit at 4%. This is followed by EPF at 6%. before you consider paying someone money to invest in stock market for you, you need to ask if that fund manager is able to guarantee a 10 year return minimum of 4% with guarantee protection of capital.

If the fund manager is unwilling to guarantee capital protection with guarantee interest yield, but is willing to balance that increase risk with increased return beyond 4%, then you need to look at his long term portfolio returns, as well as the long term performance of the stocks he holds, buys and sells.

If in the long run the returns of the fund manager is low and very volatile compared to just holding EPF or fixed deposit, then you are better off doing passive investing in EPF and fixed income instead.

Simple and no headache. Why climb 30 feet poles when jumping over 1 foot poles is doable?

I don't talk just to hear myself speak.

You have access to my 2019 portfolio with my actual trades and prices done

I am still holding and I just bought more on 6th may after receiving dividend. You can follow my grades here.

I also only make my decisions every quarter after results are out, or major changes to company fundamentals, or a really good discount day.

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

Don't worry if I sell I will inform everyone.

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

Stockraider Why Philip keep quiet on this counter ???

Had he quietly sold off all his gkent and keeping a low profile leh ??

Did I say my investing is the one and only way? Did I say follow my investing and don't follow others? I am questioning Calvin tan promotion of 200% returns, and building his portfolio based on the promotion of his shares, so many of them to question how he gets 200% on all his share promotions.

Please don't put words in my mouth sslee. You are better than that.

In fact, Calvin is the one calling everyone sorchai and silly and dinosaur and rude names.

I am just collating all his stock promotion into a proper portfolio to show how many stocks he is actively promoting, versus his actual results.

How can anyone have such good 200% earnings stock ideas every day?

That is truly amazing.

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

>>>>>>>

Calvin tan has bought this stock since 2016, and latest promotion after buying at 0.055, he has bought more at 0.45( latest promotion blog), now current price is 0.035.

This is Calvin tan current 2019 tracked portfolio results.

I am going to China wth Gkent this week for factory visit. I have no time to play your childish games for now.

And you didn't even answer my phone call to your Singapore number when I was in sg free days ago.

Why do keep wasting time and doing fake challenges.

You know how to create blogs so much recommendations. Why not just post a transactional screenshot and show us what you really buy and what the average volume for each of the 33 shares that you promoted is like.

Then let i3 community decide.

You make it insensibly hard for a reason, you know that I will not come over from Sabah just to prove a lousy point that you ARE a fraud. In the days of WhatsApp, WeChat and internet, why require physical presence when you and me both know we can get investment statement e-mailed to us at any time.

In 5 months buy 33 stocks can average out get 200% return? Bullshit.

Spinning lotus has given up on this stock already?

Good advice to remember!

Quality and consistency and long term view.

Stockraider, please think carefully. This latest quarter their taxes paid is 2 million. Meaning their real earnings is around rm10 million. They declared in latest QR profit of 28 million, meaning the balance 18 million is just fair value gain, paper profits, not real cash flow into the company.

So is the company really growing? Is the business units growing? Or will management continue to sell parts of successful businesses like inari to pay for their experiments in biotech, fintech and etc.

I believe that is the reason why INSAS is always undervalued. It is very hard to judge future cash flow, future growth, how much INSAS will be with 5-10 years from now.

Management refusal to hire a good manager like SSLEE, Calvintaneng and stockraider to manage INSAS investments is also a worrying issue.

I am sure you guys can do better in growing INSAS business.

Thank you

>>>>>>>

The profit earn by insas is real bcos back by real net cash,

Take a look at the list of stocks he recommended everyone to buy from January until today. If you had followed his list and bought averagely on all the stocks he promoted, this will be your results.

Great earnings? If you say so.

Posted by calvintaneng > May 26, 2019 8:31 PM | Report Abuse

Sell your head!

Qtr of Uzma for May every year is regularly released on May 30th each year

Better buy some Uzma tomorrow as results will be out by Thursday latest
>>>>>>>>>>

Calvin issued top up on uzma on this date.

What is his TP? Amazing investor Calvin tan indeed. We shall monitor his results closely so he can no longer make up stories.

Calvin added poh huat today on his list of recommended stocks. How many shares did Calvin add? We wait with baited breath what the exposure will be... With so many stocks on hand.

Calvin please stop talking as a third person. It's very creepy.

CAN YOU SMELL WHAT THE ROCK IS COOKING?

Calvin thinks he is Christ because Philip thinks Calvin is a fraud? No. Philip is objective and only looks at results.

Calvin does not equal Jesus.