Jonathan Keung

Keongsiew | Joined since 2012-03-28

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General

2014-06-16 15:37 | Report Abuse

ILB can take a look. fundamentals supportive. reasonable well managed company. directors acquiring co's shares. chart wise trending upwards. happy trading

News & Blogs

2014-06-16 15:05 | Report Abuse

we need to be mindful of we write and what we talk. Tun Ismail (the late ) once said there is no absolute democracy but controlled democracy (to suit the powers to be ). Thailand is good example ( where over politicking )led to martial law.

Malaysian ( Chinese , Malays or Indians ) need to careful with their words. it can come back & haunt (you)in an unexpected manner. just be logical and argue with facts. the truth will always prevails.

You can cheat (lie) once but you cannot cheat (lie) forever

General

2014-06-13 14:09 | Report Abuse

need to be patient with this 2 counters i.e. Gadang & Benalec ( need to monitor the volume and the tone of the market. happy trading.

News & Blogs

2014-06-12 17:27 | Report Abuse

bears are still in control. need to be careful during the high production months.

Stock

2014-06-12 17:24 | Report Abuse

hikayat melayu is the source of malacca sultanate. whatever is it loyalty to the sultan or is to the people? the jury is still out there. we can ask whether the police or army to serve the country or to serve the government of the day. i cannot answer that question.

News & Blogs

2014-06-12 13:48 | Report Abuse

RSPO is not a true growers council. the name sustainable is questionable. the RSPO membership only have 9% (planters)and the balance 90% consist of buyers and NGO's. it's a western NGO's using the RSPO as a front to control the palm trade.

News & Blogs

2014-06-06 09:03 | Report Abuse

Tunku Aziz as an elderly person has his right to said his personal opinion. nonetheless, the younger generations ( 30's or 20's ) will not have any sleepless nights on whatever things he opined.

power corrupts (well without any position or authority) TI is just one of many NGO's in the country. Tunku Aziz being the elderly ( cannot stomach) the politics (of being in the opposition)

as an opposition groupings. you are shunned in alot areas compared in the government. i have always believed in whatever things we do ( do it with sincerity ) if you are unhappy and believed you cannot change ( just leave without the need to bad mouth anything)

Lim Chong Eu despite his fall outs with his political rivals at UDP, GRM, MCA or even DAP ( in Penang ) never bad mouth this people.

News & Blogs

2014-06-03 15:34 | Report Abuse

to be fair to everybody reading this blog. everything comes with a price. we should know our risk limit & investment time frame. good luck & happy trading guys

News & Blogs

2014-05-27 09:14 | Report Abuse

people ( well connected )or on the right track ( opps ! ) right doesn't means correct. will always seem somehow treated differently. we have in the past see how enforcement agencies have different set of rules for different people.


Ani Arope ( if i am not wrong ) was Ex Guthrie head honcho. this are the gentlemen of the past. our country needs more brave people of this kind ( without fear or favour) to speak out the inequality

News & Blogs

2014-05-19 15:32 | Report Abuse

I agreed with Mr Koon assessment that PR (DAP) has an edge over the BN ( GRM) candidate. However, the voters turn out will be the deciding factor. Both PR and BN has their core supporters.

With the Hudad law proposal hanging over the PR coalition. DAP may be hurt by the current sentiment. assuming 20% lower turn out by the voters ( either thru work commitments or disillusion by the PAS proposal.


a simple calculations means - 20% ( non malay support ) and assuming fielding a malay candidate may attract Malay support of + 5% to the DAP candidate. This means simple calculations shows - 15% votes for the DAP .


whereas the BN ( Mah ) support base may not varies much as most of the 20% non Malays vote is not going to the BN. the 5 % swing in the Malay vote may not translate into actual votes loss.


The UMNO ( BN Machinery ) is still very strong in their rural kampong base not forgeting the Perak MB comes from UMNO. most of their core (UMNO) supporters are residents in the Teluk Intan area. as such DAP may not have it easy this time. A 10% swing will be tough to stomach.

Stock

2014-05-16 17:11 | Report Abuse

does not matter what others say. everybody is entitled to their opinions. we need to separate the wheat from the grass. good luck

Stock

2014-05-16 17:03 | Report Abuse

kretam holdings started operating their own Palm Refinery at Sandakan ( Green Edible Oil ) previously CPO delivered to others

Stock

2014-05-16 15:07 | Report Abuse

whatever the prices need to consolidate before moving higher. Benalec price has move up between 10 - 15 sen Contra players will be tempted to lock in their profit. just count backwards ( T=3 and T=4 ) days and check the volume. No counters can move in a straight line. this is just how i (myself) interpret it. happy trading

Stock

2014-05-15 16:00 | Report Abuse

ride the Benalec momentum. if the funds are accumulating. try to hold within your limit(s). everybody wants to make money but opportunity do not come (easily) You need to gauge what can hold and what cannot hold yourself . happy trading

News & Blogs

2014-05-15 15:42 | Report Abuse

Palm in the past relies entirely as a food crop. but with the usage of biodiesel. the equation has changed. with strong Crude oil prices. palm will be cushion by the fluctuations in edible oil prices.

Stock

2014-05-15 14:43 | Report Abuse

(oriental)malacca project quite substantial. smart money building up. inaddition Penang and Johor projects is waiting for regulatory approval. hopefully more good news to come. happy trading

Stock

2014-05-15 12:20 | Report Abuse

high volume for the last 2-3 session (after lying low ) plus higher prices = possible new corporate moves or additional land awards. maybe worth looking. play is now on second liners Q & G, construction and property counters

Stock

2014-05-14 16:59 | Report Abuse

ESOS is normally spread over 5 years ( vesting period ) each year entitled to 20% . the ESOS pricing is given to their directors & management. this is different from free share(incentives ). ESOS must be paid by the staffs either on their own or thru share financing. You need to look at their vesting period and the exercise price against the market price

Stock

2014-05-14 16:28 | Report Abuse

good counter to hold after the family disputes has been settled amicably. their business profile (is quite diversified) except for their dividend yield records. happy trading

Stock

2014-04-23 09:07 | Report Abuse

daya moving out of the consolidation zone. with all the bad news behind Management is positive on this year earnings. maybe time to have a relook at this counter. happy trading

Stock

2014-04-11 16:36 | Report Abuse

market is listless. so no reason for INSAS to push higher. market MOMENTUM & timing is important. haPPY TRADING

News & Blogs

2014-04-04 11:55 | Report Abuse

trust & independence of the judiciary is paramount. the 3 branches of our country administrative & judiciary must be separated. 1. Executive ( PM ) 2. legislative ( Parliament ) 3. Judiciary ( Courts )

News & Blogs

2014-04-03 14:31 | Report Abuse

the best of times & the worst of times. we have seen ( experience first hand )the asian financial crisis,US sub-prime crisis, the lehmen bros "kaput ", the euro zone debt crisis but the market recover and somehow moved even higher.

we cannot predict the future even we have a magic crystal ball. nonetheless he is so bearish that at times he believed a meltdown is forth coming.But i sincerely hope we do not lived thru to see (witness) a world financial melt down.


the IMF, the world bank and all the central banks certainly will ensured such a scenario will not happen. this is why we have the QE easing and the printing of fiat money. Nobody wants a repeat of the financial meltdown. it's will hurt them more than it hurt us.

cheers. have a great day

Stock

2014-04-03 11:44 | Report Abuse

inching up is better sudden surge which may attract UMA query. check the edge daily . a good write up. happy trading

Stock

2014-04-03 09:43 | Report Abuse

what's important. we ride on inari & insas upward momentum. happy trading

News & Blogs

2014-04-02 14:11 | Report Abuse

1st qtr result ( end March ) will be out in May. possibilities of announcement together with the bonus split (stories circulating)before main board moves

Stock

2014-04-02 14:07 | Report Abuse

1st qtr result(end march) out in May. possibilities of INARi transfer together (rumours of their bonus split) will further push up INSAS shares

Stock

2014-04-02 12:23 | Report Abuse

after the Friday sell down. prices for both counters ( i.e. inari & insas )is still intact. volume wise is building up. will be nice if prices ( MACD ) break out . happy trading

News & Blogs

2014-04-01 18:37 | Report Abuse

respect & trust is earned (not by chance ) but through your own deeds

News & Blogs

2014-03-28 17:29 | Report Abuse

that's a few write up on FGV prior to their listing. the main concern on FGV is their high percentage of aging palm ( ie. above 20 -25 years ) which is due for replanting.

In addition, their structure is bind by the guarantee to aside at least 20% of their dividend to Felda Koperasi ( as a form of social obligations) Their yield per hectare is lower compared to other plantations.

This is the one of many reason, why FGV try to diversify their earning base to hotels, biodiesel and trading. Last but not the least alot of their own CPO is traded in house ( pricing from plantation to Oil Mill)

this is my personal observation. happy trading

News & Blogs

2014-03-28 09:39 | Report Abuse

Mr Koon - not everyone thinks alike. whatever decision they made. it's their own choice. cheers!have a great day

Stock

2014-03-26 18:02 | Report Abuse

The USD is considered a world currency used (hold) by all central banks. Despite it's limitations there is no other reserve currencies ( at this point of writing) to rival the USD

US is printing fiat money to prop their economy after their sub prime crisis. a point of interest- the biggest holder of USD reserve in the world is China, Taiwan, Russia, Japan, Gulf states & Hong Kong.

previously the Euro was and were touted as an alternative to the USD. but ever since the Euro debt crisis. the IMF and world bank is struggling to ensure the EU survives.

China (Yuan) is growing in importance but nonetheless it's still premature to tout it as a world currency. the world's trade is denominated in USD (thus whether we like it or not) we still need to live with the USD.

the biggest economy in the world (at this point of writing) is US, follow by Japan, China, Germany and the EU Block. None of us would like to see a great Depression in our live times.

so cheers, have a great day ahead.

Stock

2014-03-26 11:44 | Report Abuse

T+3 or T+4. Inari shares gain traction on Monday. contra players will not wait until the last minute. most players will book their profit either on day T +1 or T+2. Happy trading

Stock

2014-03-26 11:32 | Report Abuse

iphone sales in China is positive for INARI. manufacturer(s)contracted with iphone & China Mobile will benefit from their sales pick up. China market is very big . maybe 15 to 20 Million additional units. consumers are pricky in china. they tend to go for branded manufacturers ( if they can afford it) look at young ladies whether in Beijing, Shanghai or smaller cities like Dalian , Chengdu all carrying the latest playthings.

Stock

2014-03-26 09:00 | Report Abuse

fundamentally, INARI share base is small. it's needs to buffer up before transfer to main board. Most funds are not allowed to invest in ACE. limitations will be lifted once upgrade to main board. in addition, existing shareholders will benefit if there is a bonus split before transfer. happy trading

Stock

2014-03-25 18:08 | Report Abuse

fundamentally INSAS is undervalued per see. if their reported earnings can be sustain into the next quarter. then the price rise (upward momentum) is justified.

INSAS and other related counter ( eg. INARI ) will attract potential suitors based on the low share price( tangible assets )Dato Thong is an experienced old hand at stock trading. He needs to push up their prices to prevent any unsolicited take over.

this is part of the rationale why INSAS and INARI shares attracted so much interest. if he is not careful (funds manager may make a buy out ) on INSAS or INARi. remember Dato Thong is only holding app 20% -30% of the company shar. If other funds manager combined their shareholdings, their percentage may rival Dato Thong interest.

last but not the least INSAS is holding cash reserve in excess of RM 150 million. this is real tempting bait. happy trading

Stock

2014-03-24 10:37 | Report Abuse

rumors of bonus issue ( before main board transfer ) is fueling the up trend. nonetheless, there is no smoke without fire. happy trading

News & Blogs

2014-03-19 17:30 | Report Abuse

rumors on bonus issue ( strong possibilities ) before transfer to main board
happy trading

News & Blogs

2014-03-18 19:19 | Report Abuse

very informative on the planters background. thanks

Stock

2014-03-14 12:35 | Report Abuse

possible announcement of (inari)main board transfer together with their 3rd Qtr result. prices will move up if ? bonus is throw in together with their announcement

Stock

2014-03-14 12:32 | Report Abuse

possible (inari) announcement of their main board transfer together with their 3rd Qtr result. hopefully prices will move up

News & Blogs

2014-03-14 09:31 | Report Abuse

we all shared their families grief. although MAS is trying their very best but i personally feel that the AIRPORT should cut out all those shamen and bomoh business. The whole world is waiting & watching us yet the authorities allowed these people to have their 5 minute of fame

News & Blogs

2014-03-11 11:57 | Report Abuse

the jailing of Anwar will push the BN (Chew) to the wall. she will have a tough time facing Wan Azizah. Sympathy votes 100% goes to Kak Wan.

News & Blogs

2014-03-07 08:55 | Report Abuse

agreed.whether to buy, hold or sale is our own decision. we cannot blame anyone.

News & Blogs

2014-02-27 15:29 | Report Abuse

futures trading ? high risk but highly profitable. not advisable for the man in the street.you may win initially but when the market turns ! you will be hit hard.this is strictly my personal opinion

News & Blogs

2014-02-27 10:13 | Report Abuse

money is like oxygen. without oxygen we died, too little we suffer brain damage, just have the right balance ( we breath easy ). like wise any extra or surplus funds we can use to help the less fortunate

News & Blogs

2014-02-27 09:36 | Report Abuse

plantation sector underperformed compared to O &G, construction and property counters. hopefully, things will changed when CPO prices spike up. The big cap are more or less fully valued . i personally will go for the mid cap counters. TSH or kretam . this is my personal opinion. happy trading

News & Blogs

2014-02-19 09:03 | Report Abuse

Mr Koon ? what are the date(s)you are in Kajang

Stock

2014-02-13 17:35 | Report Abuse

sori for interrupting the party. last year hap seng fertilizer division lost a substantial amount ( negative margin ). fertilizers prices (MOP)tumbles because of the cartel breakdown. MOP prices tumble from RM 1,500/per ton to RM 900/per ton.