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

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

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 )

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

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

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

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

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

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

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

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

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

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.

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

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.

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

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

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

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

very informative on the planters background. thanks

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

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

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

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.

TSH will benefit from the JV.

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

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

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

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

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

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.

i prefer the lower liners eg Day or Sona for my O & G exposure

Always buy at your own risks. we need to be fair to Mr Koon ( sharing his ideas) does NOT meant you need to follow his style. Cheers to everyone reading this blog. make money and stay healthy

Mr Koon., there is NO right or No wrong. whatever we buy , hold or sell is our own responsibilities. we cannot blame you or anybody(else) for what decision we made. thanks for sharing all the traits you mentioned.

Cheers to the new year. New energy, new vitality in the year of the HORSE

Mr Khoon. you cannot please everybody. do whatever you feel is correct. one man's meat is another poison. just keep us posted on your investment ideas.

Thanks Mr.Khoon for sharing his investment ideas. nonetheless, i believed everyone has its own style and risk tolerance.
the focus is now on O & G, construction counters maybe (later)
plantation stocks will be in the limelight.

Yes. Mr Khoon (JT) is cheap if you are prepare to hold it. But recent development by Wilmar on peat soil (palm) planting may affect affect JT ( and other Sarawak planters).

Nobody is right or wrong but only you yourself can decide. Nonetheless thanks for sharing your reason for your JT investment. Keep up the postings
& your views on the market

latest updates - Barakah added by Arena, CIMB & Maybank (O& G) small cap counters. Petronas awards for local O&G Co's. Barakah strong contender for other additional projects (apart from the Peninsular T+I) awarded recently. Looks like counter have more legs to run. This is my personal assessment

Barakah is a different Company headed by Management. Their core business is also different from Vastalux. Vastalux sold their listing status to Barakah. Barakah is a tie 1 (VDP) with Petronas,

Vastalux shareholders completely cut off from Barakah take over their listing status. more information can be obtained from business times prior to Barakah listing in October. happy trading

most likely another positive development ( corporate announcement ) in February . just hold your horses - let its ride

stanley thai openly supported PR coalition. EPF has no choice but to follow- follow instruction

CIMB has made a buy call on Barakah ( wild cap ) at their open day. Their forecast year end (bullish) target of 2,030 . happy trading

to be honest. not everyone can lives to 80's or 90's. however, to save and invest over 10-15 years period( is good ). most of us started to invest only after 40's + 10 years = 50's .

enjoy what you can afford. after all life is short. not everyone can be a billionaire. happy trading

saudi project is still not confirm but nonetheless the T&I contract from Petronas is substantial. hopefully, more good new will come. more upside to come . this is my personal assessment. happy trading

Daya needs to be patient. December is x'mas season. santa claus is in town

players (contra ) position always get burn first whenever the market turns. nonetheless, hopefully tomorrow will be a better day. Cheers

diversification works (if you have deep pockets ) and invest long term ( meaning ( 1 to 2 years )holding powers. for the average players ( average 6-8 counters ) is sufficient.

maybe 1-2 banking counters, 1-2 property counters , 1-2 plantation counters plus 1-2 trading position. market plays on themes. this is just my personal opinion.

Insas ( major shareholder )is trying to buy back shares. current price valuation is low compared to their assets. be patient it's take time for INSAS to built up a solid rebound. happy trading

try to get a balanced views on the market but do not belittle. whoever makes money (is good) but just be professional. Please do not run down any counters (for personal gain). people reading the blog might not like it. this is my personal viewpoint. happy trading

very good article. do not blame others for your own dilemma (or lack of progress ).