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User Comments
General
2023-07-12 16:25 | Report Abuse
It is always better to hold stocks long term than to hold FDs. Once you have managed the risks, the upsides take care of themselves.
General
2023-07-12 16:24 | Report Abuse
From 2010 to 2023, ranking insurance companies, from highest to lowest returns:
Takaful 1655.6%
Allianz 343.4%
LPI 170.4%
P&O 144.7%
Manulife 12.6%
MNRB 11.1%
From 2013 to 2023
Tunepro -63.7%
FD return from 2010 to 2023: 36%
General
2023-07-12 16:17 | Report Abuse
Returns of Insurance Stocks from 2010 to 2023
Insurance Stocks
Per share …. 2010 (RM) …. 2023 (RM) …. Div (sen) …. Earnings (sen) …. Gains (RM) …. Gains (%)
Allianz …. 3.86 …. 14.2 …. 291.45 …. 1228.38 …. 13.25 …. 343.4
LPI …. 6.96 …. 11.9 …. 692.06 …. 906.23 …. 11.86 …. 170.4
Manulife …. 2.86 …. 1.93 …. 129 …. 262.67 …. 0.36 …. 12.6
MNRB …. 1.3 …. 0.97 …. 47.4 …. 283.89 …. 0.14 …. 11.1
P&O …. 0.78 …. 1 …. 90.85 …. 64.85 …. 1.13 …. 144.7
Takaful …. 0.27 …. 3.39 …. 135 …. 337.32 …. 4.47 …. 1655.6
Tunepro (2013) …. 1.74 …. 0.39 …. 24.1 …. 58.43 …. -1.11 …. -63.7
Per share …. Div (sen) …. Earnings (sen) …. DPO Ratio
Allianz …. 291.45 …. 1228.38 …. 0.24
LPI …. 692.06 …. 906.23 …. 0.76
Manulife …. 129 …. 262.67 …. 0.49
MNRB …. 47.4 …. 283.89 …. 0.17
P&O …. 90.85 …. 64.85 …. 1.40
Takaful …. 135 …. 337.32 …. 0.40
Tunepro (from 2013) …. 24.1 …. 58.43 …. 0.41
General
2023-07-12 15:26 | Report Abuse
1. Great minds talk about ideas
2. Good minds talk about things
3. Weak minds talk about people
:-)
General
2023-07-12 15:25 | Report Abuse
Banking stocks
Total Dividends and Total Earnings per share from 2010 to 2022. Also, their Dividend Payout Ratios.
Per share …. Div (sen) …. Earnings (sen) …. DPO Ratio
AMMB …. 213.3 …. 428.76 …. 0.50
Affin Bank …. 126.2 …. 333.73 …. 0.38
CIMB …. 268.94 …. 495.74 …. 0.54
BIMB …. 113.85 …. 304.44 …. 0.37
RHB …. 232.97 …. 690.03 …. 0.34
PBB …. 156.25 …. 295.01 …. 0.53
MBB …. 700 …. 817.68 …. 0.86
HLFG …. 451 …. 1667.74 …. 0.27
HLB …. 498.61 …. 1257.09 …. 0.40
General
2023-07-12 15:15 | Report Abuse
PLANTATION STOCKS
Company …. 2010 (RM) …. 2023 (RM) …. DIV (sen) …. Return %
INNO …. 0.45 …. 1.23 …. 57.5 …. 301%
KMLOONG …. 0.73 …. 1.77 …. 75.56 …. 246%
UTDPLT …. 7.76 …. 15.48 …. 838.83 …. 208%
FAREAST …. 1.67 …. 3.7 …. 72.89 …. 165%
BLDPLNT …. 4.51 …. 10.5 …. 58.33 …. 146%
BKAWAN …. 13.63 …. 20.76 …. 845 …. 114%
KRETAM …. 0.32 …. 0.6 …. 6.7 …. 108%
MHC …. 0.63 …. 0.89 …. 27.87 …. 86%
TSH …. 0.76 …. 0.92 …. 44.1133 …. 79%
GOPENG …. 0.48 …. 0.34 …. 38.21 …. 50%
FD .... 1.00 .... 1.00 .... 36 ... 36%
CHINTEK …. 8.11 …. 7.92 …. 314 …. 36%
IOI …. 4.18 …. 3.73 …. 154.84 …. 26%
SBAGAN …. 2.7 …. 3.25 …. 5.82 …. 23%
CEPAT …. 0.78 …. 0.68 …. 26 …. 21%
HSPLANT …. 2.7 …. 1.86 …. 134 …. 19%
UMCCA …. 6.35 …. 5.08 …. 225.83 …. 16%
GENP …. 6.94 …. 5.9 …. 167.42 …. 9%
NSOP …. 4.87 …. 3.55 …. 135 …. 1%
SOP …. 3.06 …. 2.45 …. 46.58 …. -5%
TDM …. 0.36 …. 0.18 …. 15.84 …. -6%
JTIASA …. 1.18 …. 0.69 …. 14.37 …. -29%
RSAWIT …. 0.45 …. 0.14 …. 3.73 …. -61%
Company …. [YEAR] (RM) …. 2023 (RM) …. DIV (sen) …. Return %
FGV …. [2012] 5.03 …. 1.45 …. 54 …. -60%
BPLT …. [2014] 1.11 …. 0.93 …. 45.29 …. 25%
SIMEPLT …. [2017] 5.29 …. 4.15 …. 43.2 …. -13%
Ranking the returns of banking stocks for the period 2010 to 2023, from the highest returns to the lowest returns in decending order:
BIMB 226.2%
HLB 192.7%
HLFG 168.8%
PBB 134.2%
MBB 89.4%
RHB 50.6%
Affin 14.4%
CIMB 5.7%
AMMB -1.5%
General
2023-07-12 15:14 | Report Abuse
Ranking the returns of banking stocks for the period 2010 to 2023, from the highest returns to the lowest returns in decending order:
BIMB 226.2%
HLB 192.7%
HLFG 168.8%
PBB 134.2%
MBB 89.4%
RHB 50.6%
Affin 14.4%
CIMB 5.7%
AMMB -1.5%
I have 3 banking stocks for a long time, and these are among the top 5 in this list.
General
2023-07-12 15:09 | Report Abuse
Banking Stocks
Per share …. 2010 (RM) …. 2023 (RM) …. Div (sen) …. Earnings (sen) …. Period Gains (RM) …. Period Gains (%)
AMMB …. 5.8 …. 3.58 …. 213.3 …. 428.76 …. -0.09 …. -1.5
Affin Bank …. 2.73 …. 1.86 …. 126.2 …. 333.73 …. 0.39 …. 14.4
CIMB …. 7.47 …. 5.21 …. 268.94 …. 495.74 …. 0.43 …. 5.7
BIMB …. 0.95 …. 1.96 …. 113.85 …. 304.44 …. 2.15 …. 226.2
RHB …. 5.16 …. 5.44 …. 232.97 …. 690.03 …. 2.61 …. 50.6
PBB …. 2.32 …. 3.87 …. 156.25 …. 295.01 …. 3.11 …. 134.2
MBB …. 8.31 …. 8.74 …. 700 …. 817.68 …. 7.43 …. 89.4
HLFG …. 8.13 …. 17.34 …. 451 …. 1667.74 …. 13.72 …. 168.8
HLB …. 8.16 …. 18.9 …. 498.61 …. 1257.09 …. 15.73 …. 192.7
News & Blogs
2023-07-06 21:15 | Report Abuse
Just incredible. Trying to predict the unpredictable.
Learn from Netx. Focus on risk, the upside then takes care of itself.
General
2023-07-06 13:25 | Report Abuse
19-Jun-23 Disposed 14,700
15-Jun-23 Disposed 500,000
14-Jun-23 Disposed 50,000
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD
Disposed 554,700 shares over these 3 days.
General
General
2023-07-06 12:53 | Report Abuse
From April 2023:
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD
Disposed 647,300 shares
Acquired 98,900 shares
Net Disposal 548,400 shares
General
2023-07-06 12:48 | Report Abuse
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD
Date Type No. of Shares
30-Jun-23 Disposed 13,100
28-Jun-23 Disposed 5,400
19-Jun-23 Disposed 14,700
15-Jun-23 Disposed 500,000
14-Jun-23 Disposed 50,000
12-Jun-23 Disposed 800
7-Jun-23 Disposed 7,000
1-Jun-23 Disposed 4,000
31-May-23 Disposed 200
30-May-23 Disposed 300
29-May-23 Disposed 10,400
18-May-23 Acquired 42,100
12-May-23 Acquired 9,000
5-May-23 Acquired 47,800
2-May-23 Disposed 2,500
28-Apr-23 Disposed 4,100
27-Apr-23 Disposed 5,100
20-Apr-23 Disposed 8,400
18-Apr-23 Disposed 2,600
14-Apr-23 Disposed 3,000
13-Apr-23 Disposed 10,000
12-Apr-23 Disposed 1,000
10-Apr-23 Disposed 3,900
6-Apr-23 Disposed 800
General
2023-07-06 12:28 | Report Abuse
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 30-Jun-23 Disposed 13,100
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 28-Jun-23 Disposed 5,400
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 19-Jun-23 Disposed 14,700
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 15-Jun-23 Disposed 500,000
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 14-Jun-23 Disposed 50,000
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 12-Jun-23 Disposed 800
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 7-Jun-23 Disposed 7,000
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 1-Jun-23 Disposed 4,000
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 31-May-23 Disposed 200
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 30-May-23 Disposed 300
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 29-May-23 Disposed 10,400
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 18-May-23 Acquired 42,100
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 12-May-23 Acquired 9,000
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 5-May-23 Acquired 47,800
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 2-May-23 Disposed 2,500
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENTFUND BOARD 28-Apr-23 Disposed 4,100
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 27-Apr-23 Disposed 5,100
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 20-Apr-23 Disposed 8,400
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 18-Apr-23 Disposed 2,600
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENT FUND BOARD 14-Apr-23 Disposed 3,000
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEESPROVIDENTFUND BOARD 13-Apr-23 Disposed 10,000
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEESPROVIDENTFUND BOARD 12-Apr-23 Disposed 1,000
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEESPROVIDENTFUND BOARD 10-Apr-23 Disposed 3,900
CITIGROUP NOMINEES (TEMPATAN) SDN BHD EMPLOYEES PROVIDENTFUND BOARD 6-Apr-23 Disposed 800
General
General
2023-07-06 11:26 | Report Abuse
SSLee
My portfolio is extremely resilient. I am very happy with my investing philosophy. Hardly ever being rocked by other people's opinion (though noted).
At a certain price, a company is too expensive. At another, fairly valued. And at another price, even undervalued.
The milk industry faces challenges. The whole industry faces challenges. In the West, many are switching to non-dairy milk. There are issues of this industry contributing to climate change. Today, the costs of their raw products are very high. Margins have shrunk significantly. Are these permanent or temporary?
DLady is still growing its revenues. However, its profit margins have shrunk tremendously. It also faces a period of increasing capital expenditure. Its balance sheet remains strong.
Compared with Farm Fresh, it is so much cheaper and of higher quality.
General
2023-07-05 17:30 | Report Abuse
When you invest in the stock market, always have an optimistic attitude. Those with a slightly optimistic attitude fair better than those who are always fearful and pessimistic.
General
2023-07-05 17:20 | Report Abuse
>>>
Posted by sense maker > 5 hours ago | Report Abuse
10-15 years ago, Dlady doubled in price every 5 years to RM30 a share. Then 3i said he would hold Dlady as it would double again to RM60, latest by 5 years ago. Today, 10 years have passed and Dlady didn’t rise to RM120, and settle at RM21 instead. 10 years of opportunity cost gone, plus RM9 losss.
>>>>
Dutch Lady
2010 RM 14.00
2023 RM 22.34
R = (22.34 - 14.00 + Dividends) / 14.00
= (8.34 + 20.85) / 14.00
= 29.19 / 14.00
= 2.08x or 208%
=========
Successful long term investing is a very interesting for a small group of investors.
This morning, I had an interesting conversation with a typical investor. :-) She shared that she and her husband also invest in the stock market. She would buy a share and when this goes up by a certain amount, they will sell to pocket the gain. She mentioned one share they have "invested" was PBB. Imagine if they have the ability and discipline to buy PBB at below intrinsic value and never have to sell, it is probable that the gains will be much more than all the transactions they had on this stock. To understand this, restudy my post on compounding investing formula:
Simplified formula for compound interest:
A = P (1+r)^t
A = How much money you end up with
P = The amount of money you invest
r = The annual return your money earns while invested
t = The number of years your money is invested
Stock
2023-07-05 17:03 | Report Abuse
1. Great minds talk about ideas
2. Good minds talk about things
3. Weak minds talk about people
:-)
News & Blogs
2023-07-05 16:53 | Report Abuse
When Tun M is so low, we stay high.
Stock
Stock
2023-07-04 22:43 | Report Abuse
Top 30 shareholding changes in DLady
Of these 30s, comparing their shareholding in 2023 to 2022:
1. 17 still own the same number of shares in 2023 as the previous year.
2. 7 sold some shares (small amount relative to their shareholdings).
3. 3 bought more shares compared with previous year.
4. 3 (2 funds and 1 individual) dropped out of the top 30s list and were replaced by new shareholders.
Conclusion:
Among the Top 30 shareholders in DLady, the overwhelming majority are still holding onto their shares. The share price of DLady has dropped significantly over that 1 year period.
General
2023-07-04 22:41 | Report Abuse
Top 30 shareholding changes in DLady
Of these 30s, comparing their shareholding in 2023 to 2022:
1. 17 still own the same number of shares in 2023 as the previous year.
2. 7 sold some shares (small amount relative to their shareholdings).
3. 3 bought more shares compared with previous year.
4. 3 (2 funds and 1 individual) dropped out of the top 30s list and were replaced by new shareholders.
Conclusion:
Among the Top 30 shareholders in DLady, the overwhelming majority are still holding onto their shares. The share price of DLady has dropped significantly over that 1 year period.
General
2023-07-04 16:15 | Report Abuse
15.3.2022 DLady
Name of 30 Largest Shareholders No. of Shares % of Holdings
1. FrieslandCampina DLMI Malaysia Holding B.V. ** 32,614,800 50.96
2. Citigroup Nominees (Tempatan) Sdn Bhd **
Employees Provident Fund Board
7,091,600 11.08
3. Amanahraya Trustees Berhad **
Amanah Saham Bumiputera
4,810,000 7.52
4. Maybank Nominees (Tempatan) Sdn Bhd
Maybank Trustees Berhad for Public Regular Savings Fund
(N14011940100)
1,995,400 3.12
5. Amanahraya Trustees Berhad
Amanah Saham Malaysia
1,609,600 2.52
6. Yong Siew Lee 584,000 0.91
7. Amanahraya Trustees Berhad
ASN Umbrella for ASN Equity 3
567,200 0.89
8. Amanahraya Trustees Berhad
Public Islamic Treasures Growth Fund
496,800 0.78
9. Yeo Khee Bee 442,900 0.69
10. Aun Huat & Brothers Sdn Berhad 416,500 0.65
11. Kumpulan Wang Persaraan (Diperbadankan) 384,200 0.60
12. Public Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Aun Huat & Brothers Sdn Berhad
(E-IMO/BCM)
336,900 0.53
161 Annual Report 2021
ANALYSIS OF
SHAREHOLDINGS
Name of 30 Largest Shareholders No. of Shares % of Holdings
13. Amanahraya Trustees Berhad
Amanah Saham Bumiputera 3 - Didik
200,000 0.31
14. Amanahraya Trustees Berhad
Public Dividend Select Fund
175,900 0.27
15. Chow Kok Meng 160,000 0.25
16. Yayasan Guru Tun Hussein Onn 156,300 0.24
17. Amanahraya Trustees Berhad
Public Islamic Emerging Opportunities Fund
132,200 0.21
18. Amanahraya Berhad
Kumpulan Wang Bersama Syariah
117,700 0.18
19. Public Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Chan See Min Realty Sdn Bhd (E-KUG)
100,000 0.16
20. HSBC Nominees (Tempatan) Sdn Bhd
HSBC (M) Trustee Bhd for Pertubuhan Keselamatan Sosial
(UOB AMM6939-406)
92,700 0.14
21. Tan Kim Onm 89,900 0.14
22. UOB Kay Hian Nominees (Asing) Sdn Bhd
Exempt An for UOB Kay Hian PTE LTD (A/C Clients)
87,200 0.14
23. Tan Lee Hwa 84,000 0.13
24. Citigroup Nominees (Tempatan) Sdn Bhd
Exempt an for OCBC Securities Private Limited (Client A/C-R ES)
83,300 0.13
25. Citigroup Nominees (Asing) Sdn Bhd
CBNY for Emerging Market Core Equity Portfolio DFA Investment
Dimensions Group INC
81,800 0.13
26. Yee Anne 81,200 0.13
27. Tay Teck Ho 80,000 0.13
28. Citigroup Nominees (Asing) Sdn Bhd
CBNY for DFA Emerging Markets Small Cap Series
79,100 0.12
29. Chua Sim Hong 78,200 0.12
30. Tan Pak Nang 76,000 0.12
Total 53,305,400 83.30
General
2023-07-04 16:13 | Report Abuse
14.3.2023 DLady
Name of 30 Largest Shareholders No. of Shares % of Holdings
1. FrieslandCampina DLMI Malaysia Holding B.V. ** 32,614,800 50.96
2. Citigroup Nominees (Tempatan) Sdn Bhd **
Employees Provident Fund Board
7,071,900 11.05
3. Amanahraya Trustees Berhad **
Amanah Saham Bumiputera
4,666,600 7.29
4. Amanahraya Trustees Berhad
Amanah Saham Malaysia
2,024,300 3.16
5. Maybank Nominees (Tempatan) Sdn Bhd
Maybank Trustees Berhad for Public Regular Savings Fund (N14011940100)
1,995,400 3.12
6. Public Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Aun Huat & Brothers Sdn Bhd (E-IMO/BCM)
753,400 1.18
7. Yong Siew Lee 577,000 0.90
8. Amanahraya Trustees Berhad
ASN Umbrella for ASN Equity 3
567,200 0.89
9. Amanahraya Trustees Berhad
Public Islamic Treasures Growth Fund
496,800 0.78
10. Yeo Khee Bee 442,900 0.69
11. Kumpulan Wang Persaraan (Diperbadankan) 384,200 0.60
12. Amanahraya Trustees Berhad
Amanah Saham Bumiputera 3 - Didik
200,000 0.31
13. Amanahraya Trustees Berhad
Public Dividend Select Fund
173,000 0.27
196
DUTCH LADY MILK INDUSTRIES BERHAD | INTEGRATED ANNUAL REPORT 2022
ANALYSIS OF SHAREHOLDINGS
Name of 30 Largest Shareholders No. of Shares % of Holdings
14. Chow Kok Meng 160,000 0.25
15. Yayasan Guru Tun Hussein Onn 156,300 0.24
16. Amanahraya Trustees Berhad
Public Islamic Emerging Opportunities Fund
132,200 0.21
17. Public Nominees (Tempatan) Sdn Bhd
Pledged Securities Account for Chan See Min Realty Sdn Bhd (E-KUG)
95,200 0.15
18. Tan Kim Onm 89,900 0.14
19. Citigroup Nominees (Tempatan) Sdn Bhd
Exempt an for OCBC Securities Private Limited (Client A/C-R ES)
86,300 0.13
20. Tan Lee Hwa 84,000 0.13
21. Citigroup Nominees (Asing) Sdn Bhd
CBNY for Emerging Market Core Equity Portfolio DFA Investment
Dimensions Group INC
83,400 0.13
22. UOB Kay Hian Nominees (Asing) Sdn Bhd
Exempt An for UOB Kay Hian PTE LTD (A/C Clients)
81,800 0.13
23. Yee Anne 81,200 0.13
24. Wong So-Ch’i 80,700 0.13
25. Wong So Haur 80,500 0.13
26. Tay Teck Ho 80,000 0.13
27. Citigroup Nominees (Asing) Sdn Bhd
CBNY for DFA Emerging Markets Small Cap Series
79,100 0.12
28. Chua Sim Hong 78,200 0.12
29. Tan Pak Nang 76,000 0.12
30. Lian Lee Choo 73,000 0.11
Total 53,565,300 83.70
News & Blogs
2023-07-04 13:31 | Report Abuse
It is Malaysia’s shame and tragedy that Dr Mahathir is now in the same boat as Hadi.
Timeout
2023-07-04 11:57 | Report Abuse
A very quiet kopitiam. Counted only 44 new posts from 6am to now 12 noon. Yawn. :-)
General
2023-07-03 17:54 | Report Abuse
PLANTATION STOCKS
Company …. 2010 (RM) …. 2023 (RM) …. DIV (sen) …. Return %
INNO …. 0.45 …. 1.23 …. 57.5 …. 301%
KMLOONG …. 0.73 …. 1.77 …. 75.56 …. 246%
UTDPLT …. 7.76 …. 15.48 …. 838.83 …. 208%
FAREAST …. 1.67 …. 3.7 …. 72.89 …. 165%
BLDPLNT …. 4.51 …. 10.5 …. 58.33 …. 146%
BKAWAN …. 13.63 …. 20.76 …. 845 …. 114%
KRETAM …. 0.32 …. 0.6 …. 6.7 …. 108%
MHC …. 0.63 …. 0.89 …. 27.87 …. 86%
TSH …. 0.76 …. 0.92 …. 44.1133 …. 79%
GOPENG …. 0.48 …. 0.34 …. 38.21 …. 50%
FD .... 1.00 .... 1.00 .... 36 ... 36%
CHINTEK …. 8.11 …. 7.92 …. 314 …. 36%
IOI …. 4.18 …. 3.73 …. 154.84 …. 26%
SBAGAN …. 2.7 …. 3.25 …. 5.82 …. 23%
CEPAT …. 0.78 …. 0.68 …. 26 …. 21%
HSPLANT …. 2.7 …. 1.86 …. 134 …. 19%
UMCCA …. 6.35 …. 5.08 …. 225.83 …. 16%
GENP …. 6.94 …. 5.9 …. 167.42 …. 9%
NSOP …. 4.87 …. 3.55 …. 135 …. 1%
SOP …. 3.06 …. 2.45 …. 46.58 …. -5%
TDM …. 0.36 …. 0.18 …. 15.84 …. -6%
JTIASA …. 1.18 …. 0.69 …. 14.37 …. -29%
RSAWIT …. 0.45 …. 0.14 …. 3.73 …. -61%
Company …. [YEAR] (RM) …. 2023 (RM) …. DIV (sen) …. Return %
FGV …. [2012] 5.03 …. 1.45 …. 54 …. -60%
BPLT …. [2014] 1.11 …. 0.93 …. 45.29 …. 25%
SIMEPLT …. [2017] 5.29 …. 4.15 …. 43.2 …. -13%
Comments:
Stay focus on the few companies with superior returns.
The majority fail to beat the returns provided by risk free FDs. Will need to learn the reasons for these?
JTiasa is touted in this forum as the most undervalued relative to its NTA price. It is priced lowly for obvious reason: just look at its returns. At the bottom of the pile.
Those who wish to invest long term in plantation stocks should seriously focus on Kim Loong and United Plantations.
General
2023-07-03 17:40 | Report Abuse
>>>
Posted by Sslee > 24 minutes ago | Report Abuse
What I mean time your selling is sell at near the peak when the share price rise is running ahead and beyond the fundamental (overpriced). And buy back when the share price is oversold.
>>>
Stay with high quality growth companies. You will remain fine for the long term. Only sell when its fundamentals deteriorated beyond rescue.
Pricing or timing.
Timing is a foolish endeavour in my opinion. We can see many examples in this forum.
Pricing makes a lot of sense. Buy when it is priced low and sell when it is priced high, relative to its intrinsic value.
There are TWO ways to pricing strategy;
1. Buy low and sell high (partially or wholly).
2. Buy low and never sell even when overvalued (unless it is obviously ridiculously priced).
Strategy 2 ensures that you continue to hold great companies for the long term to gain from the power of long term compounding your gains.
General
2023-07-03 16:36 | Report Abuse
>>>
I agree with 3iii invest only on those companies that are well managed and give yerly dividend but you must also monitor the external and internal factors that will cause the company doing extremely well or extremly poor and time your selling.
>>>>
Timing your selling and buying. This sounds so simple. Many tried. I have not met any that can do so consistently, even in i3 investor forum.
Sell quickly when there is something fundamentally wrong with the company's business which you assessed to be permanent. Sold Transmile; financial shenanigan. Sold Maybulk; this company made most of its profits from selling their bulk carriers. With the financial downturn in 2008, this business model is kaput. There are many similar companies trying to sell their bulk carriers too. Sold Guan Chong in past: upside limited, downside risks. Sold Hai -O in past: turnaround company. Full value realised, limited upside, bigger downside. Acquired and held onto KAF until taken private: deeply undervalued due to valuable asset (land in Conlay).
In general, the reason for selling quickly is if you perceive the company's business has fundamentally deteriorated beyond rescue. You will need to sell quickly. As for the rest, you have time to analyse and study. Do not just sell because the price of a stock has gone down. However, will need to focus on its business to reassess why if any?
General
2023-07-03 15:46 | Report Abuse
Lesson from 2008 Global Financial Crisis
1. Met a friend whose husband is the main investor in her family. During the 2008 crisis, they decided to sell everything and got out of the stock market. I think they got out at low prices too; driven by fear. Almost 4 years later, I met them again. The recovery of 2008 was very fast - almost V-shaped recovery. They did not get back into the market, as they thought the market had ran away from them and the prices were too high. They watched from the sidelines painfully.
2. During the 2008 GFC, I observed my stock portfolio value went down with the bear market. I did not sell any stocks in this downturn. PBB was a stock that went down from ?RM 17 to ?9.00 (will need to check again its actual prices.) It was a painful 2008, to see the prices of the stocks in one's portfolio going down in 2008, culminating with the Lehman Crisis in Sept/Oct 2008. Warren Buffett shared, : It's time to own America! The swing upwards did not occur until March, 2009. From then onwards, it was a V-shaped recovery and it was just exhilariting looking at your beaten down stocks rebounding by leaps and bounds. Once again, holding the good quality growth stocks with dividends, have been very safe for long term investors. Many of the stocks I have today, had been tested in 1997 and 2008.
General
2023-07-03 12:45 | Report Abuse
Lessons from 1997:
This was the most severe bear market. I was a relatively newbie in stocks. But I observed many valuable lessons from many seniors who have been invested much longer.
1. Met a friend who was about 10 years my senior in Genting Highlands in 1998. He was up in Genting for a break. He shared that he sold all his stocks in 1997 during the bear market. I am very certain he sold his stocks at very low prices. Have similar stories of others doing the same too.
2. Few years after 1997, I was talking to a housewife. She too was involved in the stock market during the bull preceding 1997. When the stock market collapsed, she continued to hold onto her stocks. She shared her stock portfolio with me. They were all penny stocks with no possibility of good outcomes except one. I advised her accordingly, asking her to sell all her stocks except that one counter. She approached her remisier who also advised her and sold all her stocks to realise whatever residual amount there was. I too advised her not to buy stocks on her own. A few years later, the one stock left in her portfolio was sold at higher value. I think she has not entered the stock market since.
3. My personal portfolio. I did buy and sell in my early years, though not often. In 1997, I was too caught in the bear market. I held onto these stocks. My remisier often shared so and so had sold all their stocks, but this did not influence my inaction. The portfolio went down in value over months. In 2002, realised that my portfolio value was higher than its value before 1997. A lot of the value was derived from dividends. What protected my portfolio? Stay with good quality growth companies, those giving dividends are a bonus.
General
2023-07-03 10:06 | Report Abuse
SSLee
I am always bemused by posts that a person has made few hundred percent on their latest stock pick over a short period. How many shares did he hold or has?
The long term investor truly focuses on a very long time horizon. I shared my simple maths on compounding. Reread this if you must to understand the power of compounding gains (as opposed to compounding losses).
At any time, I have 8 figures invested in stocks. Thankfully, the portfolio has compounded, not a few hundred percentage points in a short time, but a few percentage points over a short while but over a long time, with each doubling the incremental gain is equivalent to the total gains of the previous whole lifetime of the portfolio. Herein lies the power of long term investing, that few experiences. Moreover, the yearly dividends are just amazing. 6 figures dividends yearly and I hope these can soon grow to 7 figures in near future.
Of course, some share prices became over-exuberant. For a long term investor, he can either sell all (rarely), sell some (often and sometimes) or not sell at all (often). The most important point is to always not buy when the price is high. Buy when it is fair or undervalued. You can have the option to execute the sell as I stated above. Even if you do not sell, you will generally be fine.
Of course, you will also met some losses in some stocks. Even with the 100% losses in these, in general, the multibagger gains and the dividends received from the rest of the portfolio, more than cover these.
Keep investing simple. Enjoy life. Enjoy the time that financial freedom offers oneself.
General
2023-07-02 22:50 | Report Abuse
Company …. [YEAR] (RM) …. 2023 (RM) …. DIV (sen) …. Return %
FGV …. [2012] 5.03 …. 1.45 …. 54 …. -60%
BPLT …. [2014] 1.11 …. 0.93 …. 45.29 …. 25%
SIMEPLT …. [2017] 5.29 …. 4.15 …. 43.2 …. -13%
General
2023-07-02 22:46 | Report Abuse
PLANTATION STOCKS
Company …. 2010 (RM) …. 2023 (RM) …. DIV (sen) …. Return %
INNO …. 0.45 …. 1.23 …. 57.5 …. 301%
KMLOONG …. 0.73 …. 1.77 …. 75.56 …. 246%
UTDPLT …. 7.76 …. 15.48 …. 838.83 …. 208%
FAREAST …. 1.67 …. 3.7 …. 72.89 …. 165%
BLDPLNT …. 4.51 …. 10.5 …. 58.33 …. 146%
BKAWAN …. 13.63 …. 20.76 …. 845 …. 114%
KRETAM …. 0.32 …. 0.6 …. 6.7 …. 108%
MHC …. 0.63 …. 0.89 …. 27.87 …. 86%
TSH …. 0.76 …. 0.92 …. 44.1133 …. 79%
GOPENG …. 0.48 …. 0.34 …. 38.21 …. 50%
CHINTEK …. 8.11 …. 7.92 …. 314 …. 36%
IOI …. 4.18 …. 3.73 …. 154.84 …. 26%
SBAGAN …. 2.7 …. 3.25 …. 5.82 …. 23%
CEPAT …. 0.78 …. 0.68 …. 26 …. 21%
HSPLANT …. 2.7 …. 1.86 …. 134 …. 19%
UMCCA …. 6.35 …. 5.08 …. 225.83 …. 16%
GENP …. 6.94 …. 5.9 …. 167.42 …. 9%
NSOP …. 4.87 …. 3.55 …. 135 …. 1%
SOP …. 3.06 …. 2.45 …. 46.58 …. -5%
TDM …. 0.36 …. 0.18 …. 15.84 …. -6%
JTIASA …. 1.18 …. 0.69 …. 14.37 …. -29%
RSAWIT …. 0.45 …. 0.14 …. 3.73 …. -61%
General
2023-07-02 16:36 | Report Abuse
Glove counters
Harta
2010 RM 0.61
2023 RM 1.89
Dividends156.28 sen
R = (1.89 - 0.61 + 1.5628) / 0.61
= (1.28 + 1.56) / 0.61
= 2.84 / 0.61
= 4.66x = 466%
Topglove
2010 RM 0.51
2023 RM 0.81
Dividends 97,88 sen
R = (0.81 - 0.51 + 0.9788) / 0.51
= (0.3+ 0.98) / 0.51
= 1.28 / 0.51
= 2.51x = 251%
Kossan
2010 RM 0.44
2023 RM 1.29
Dividends 84.2 sen
R = (1.29 - 0.44 + 0.842) / 0.44
= (0.85 + 0.842) / 0.44
= 1.69 / 0.44
= 3.84x = 384%
Supermax
2010 RM 0.60
2023 RM 0.80
Dividends 50.41 sen
R = (0.80 - 0.60 + 0.5041) / 0.60
= (0.20 + 0.5041) / 0.60
= 0.704 / 0.60
= 1.17x = 117%
General
2023-07-02 15:46 | Report Abuse
Aeon Credit
2010 RM 2.11
2023 RM 11.26
Dividends (total) 405.16 sen
R = (11.26 - 2.11 + 4.05) / 2.11
= (9.15 + 4,05) / 2.11
= 13,2 / 2.11
= 6.26x = 626%
General
2023-07-02 15:39 | Report Abuse
QL
2010 RM 0.85
2023 RM 5.36
Dividends 31.75 sen
R = (5.36 - 0.85 + 0.3175) / 0.85
= (4,51 + 0.3175) / 0.85
= 4,8275 / 0.85
= 5.68x = 568%
General
2023-07-02 14:48 | Report Abuse
FD
2010 RM 1.97
2023 RM 1.97
Interest received 3% yearly
R = (1.97 - 1.97 + Interests) / 1.97
= (1.97 - 1.97 + 0.7092) / 1.97
= 0.7092 / 1.97
= 0.36 or 36%
Hopefully, your return on your invested stock beats the return of risk free FD.
Stock
2023-07-02 14:43 | Report Abuse
>>>
iCAP
2010 RM 1.97 (share price)
2023 RM 2,08 (share price)
Total Dividends received RM 0.295
R = (2,08 - 1.97 + Dividends) / 1.97
= (0.09 + 0.295) / 1.97
= 0.304 / 1.97
= 0.15x
>>>
FD
2010 RM 1.97
2023 RM 1.97
Interest received 3% yearly
R = (1.97 - 1.97 + Interests) / 1.97
= (1.97 - 1.97 + 0.7092) / 1.97
= 0.7092 / 1.97
= 0.36 or 36%
Stock
2023-07-02 14:43 | Report Abuse
>>>
iCAP
2010 RM 1.97 (share price)
2023 RM 2,08 (share price)
Total Dividends received RM 0.295
R = (2,08 - 1.97 + Dividends) / 1.97
= (0.09 + 0.295) / 1.97
= 0.304 / 1.97
= 0.15x
>>>
FD
2010 RM 1.97
2023 RM 1.97
Interest received 3% yearly
R = (1.97 - 1.97 + Interests) / 1.97
= (1.97 - 1.97 + 0.7092) / 1.97
= 0.7092 / 1.97
= 0.36 or 36%
News & Blogs
2023-07-02 08:03 | Report Abuse
1. The new government has ruled for 7 months or so.
2. It is a coalition government. Bitter 'enemies' have to work together.
3. Some basic agreements: Malaysia is in dire straits, requiring reforms. Good governance should be implemented. Corruption should not be tolerated. Also between parties: agreement reached on rights of various communities in our Constitution.
4. First policy statement by new government: To eradicate absolute poverty by end of this year.
5. Other policies: The poor in Malaysia will be helped based on their incomes levels. The opinion is based raced affirmative action to help the poor for the last 60 years had been misused/abused by a small elite group and their cronies. The present government hopes to convince and to prove to Malaysians this new approach will be a better, more effective and superior one.
5. Zero tolerance to corruption. Corrupt practices will not be tolerated for those in and those outside the government.
The present government is a coalition between PH (PKR, DAP, AMANAH), BN and the Sarawak and Sabah parties. The Sarawakian party brings to this coalition unique features, refreshing to our political scenes to date.
What about the opposition parties? PN is dominated by PAS and BERSATU. It is also supported by those (disgrunted) who are left out of the ruling parties. Gerakan is in PN, but represent a very small insignificant number of our population. Due to lack of controversies in the present ruling government policies (deliberately avoiding controversial issues), PN has focused on race and religion, championing the loss of political and economic power among the major racial group in Malaysia. Yet, if one were to analyse this deeper, it is difficult to believe. But this is the nature of politics.
Enjoy the show.
News & Blogs
2023-07-02 08:03 | Report Abuse
1. The new government has ruled for 7 months or so.
2. It is a coalition government. Bitter 'enemies' have to work together.
3. Some basic agreements: Malaysia is in dire straits, requiring reforms. Good governance should be implemented. Corruption should not be tolerated. Also between parties: agreement reached on rights of various communities in our Constitution.
4. First policy statement by new government: To eradicate absolute poverty by end of this year.
5. Other policies: The poor in Malaysia will be helped based on their incomes levels. The opinion is based raced affirmative action to help the poor for the last 60 years had been misused/abused by a small elite group and their cronies. The present government hopes to convince and to prove to Malaysians this new approach will be a better, more effective and superior one.
5. Zero tolerance to corruption. Corrupt practices will not be tolerated for those in and those outside the government.
The present government is a coalition between PH (PKR, DAP, AMANAH), BN and the Sarawak and Sabah parties. The Sarawakian party brings to this coalition unique features, refreshing to our political scenes to date.
What about the opposition parties? PN is dominated by PAS and BERSATU. It is also supported by those (disgrunted) who are left out of the ruling parties. Gerakan is in PN, but represent a very small insignificant number of our population. Due to lack of controversies in the present ruling government policies (deliberately avoiding controversial issues), PN has focused on race and religion, championing the loss of political and economic power among the major racial group in Malaysia. Yet, if one were to analyse this deeper, it is difficult to believe. But this is the nature of politics.
Enjoy the show.
Stock
2023-07-02 07:44 | Report Abuse
>>>
iCAP
2010 RM 1.97 (share price)
2023 RM 2,08 (share price)
Total Dividends received RM 0.295
R = (2,08 - 1.97 + Dividends) / 1.97
= (0.09 + 0.295) / 1.97
= 0.304 / 1.97
= 0.15x
>>>
Did you know that if you bought ICAP shares 2 years ago, its share price has jumped 18.5% while the KLSE plunged 14.4%? 🤣🤣🤣
Stock
2023-07-02 07:41 | Report Abuse
iCAP
2010 RM 1.97 (share price)
2023 RM 2,08 (share price)
Total Dividends received RM 0.295
R = (2,08 - 1.97 + Dividends) / 1.97
= (0.09 + 0.295) / 1.97
= 0.304 / 1.97
= 0.15x
General
2023-07-02 07:39 | Report Abuse
iCAP
2010 RM 1.97 (share price)
2023 RM 2,08 (share price)
Total Dividends received RM 0.295
R = (2,08 - 1.97 + Dividends) / 1.97
= (0.09 + 0.295) / 1.97
= 0.304 / 1.97
= 0.15x
General
2023-07-01 22:40 | Report Abuse
Hengyuan
2010 RM 10.68
2023 RM 3.07
R =(3.07 - 10.68 + Dividends) / 10.68
=( - 7.61 + 1.11) / 10.68
= -6.50 / 10/68
Yinson (adjusted share price)
2010 RM 0.07
2023 RM 2.56
R = (2.56 - 0.07 + Dividends) / 0.07
= (2.49 + 0.2643) / 0.07
= 2.75 / 0.07
= 39.3x
PChem
2010 RM 5.50
2023 RM 6.00
R = (6.00 - 5.50 + Dividends) / 5.50
= (0.50 + 3.00 ) / 5.50
= 3.50 / 5.50
= 0.64x
General
2023-07-01 22:14 | Report Abuse
Insas
2010 RM 0.50
2023 RM 0.81
R = (0.81 - 0.50 + Dividends) / 0.50
= (0.31 + 0.133) / 0.50
= 0.443 / 0.50
= 0.88x
TSH
2010 RM 0.76
2023 RM 0.92
R = (0.92 - 0.76 + Dividends) / 0.76
= (0.16 + 0.33) / 0.76
= 0.64x
Bonia
2020 RM 0.80
2023 RM 1.83
R = (1.83 - 0.80 + Dividends) / 0.80
= (1.83 - 0.80 + 0.247) / 0.80
= (1.03 + 0.247) / 0.80
= 1.277 / 0.88
= 1.45x
General
2023-07-01 21:53 | Report Abuse
Calculating Returns
R = (Pf - Pi + D) / Pi
R = Rate of return
Pf = Latest market price of asset
Pi = Market price of asset when bought initially
D = Dividends (total) received
Examples:
Berkshire Hathaway B shares
2000 US 36.40
2023 US 341.00
R = (341 - 36.4 + Dividends) / 36.4
= (304.6 + 0) / 36.4
= 8.4x
Padini
2010 RM 0.80
2023 RM 3.88
R = (3.88 - 0.80 + Dividends) / 0.80
= (3.08 + Dividends) / 0.80
= (3.08 + 1.085) / 0.80
= 4.165 / 0.80
= 5.2x
Parkson
2010 RM 4.17
2023 RM 0.18
R = (0.18 - 4.17 + Dividends) / 0.18
= (- 3.99 + 0.36) / 0.18
= -3.63 / 0.18
= - 20.2
Dutch Lady
2010 RM 14.00
2023 RM 22.34
R = (22.34 - 14.00 + Dividends) / 14.00
= (8.34 + 20.85) / 14.00
= 29.19 / 14.00
= 2.08x
My Golden Rule of Investing
2023-07-12 17:40 | Report Abuse
Telecommunication Service Provider Stocks
Per share …. 2010 (RM) …. 2023 (RM) …. Div (sen) …. Earnings (sen) …. Gains (RM) …. Gains (%)
Axiata …. 3.95 …. 2.55 …. 180 …. 176.03 …. 0.40 …. 10.1
CDB (Celcom-Digi) …. 2.35 …. 4.18 …. 264.77 …. 245.13 …. 4.48 …. 190.5
Gpacket …. 1 …. 0.04 …. 0 …. -49.72 …. -0.96 …. -96.0
Maxis …. 5.32 …. 4 …. 364 …. 304.91 …. 2.32 …. 43.6
OCK (2012) …. 0.22 …. 0.4 …. 2.2 …. 28.07 …. 0.20 …. 91.8
Timecom …. 0.74 …. 5.26 …. 109.81 …. 203.33 …. 5.62 …. 759.2
TM …. 2.93 …. 4.86 …. 228.2 …. 291.72 …. 4.21 …. 143.8
Per share …. Div (sen) …. Earnings (sen) …. DPO Ratio
Axiata …. 180 …. 176.03 …. 1.02
CDB (Celcom-Digi) …. 264.77 …. 245.13 …. 1.08
Gpacket …. 0 …. -49.72 …. 0.00
Maxis …. 364 …. 304.91 …. 1.19
OCK (2012) …. 2.2 …. 28.07 …. 0.08
Timecom …. 109.81 …. 203.33 …. 0.54
TM …. 228.2 …. 291.72 …. 0.78