Through my many interactions with them, i have a strong confidence in their thought processes and business thinking, so its quite likely they have found a way to do it very well, likely via certain fruits/vegetables/herbs, that have very different margin profile etc, due to different methods of growth, geographic constraints, supply/demand mismatch etc.


BursaVulture

To be honest, I am not a fan of indoor farming or vertical farming or whatever they call it. Most greenhouse farming simply doesn't work. I am still holding MFCB and will continue to do so, I hope if things doesn't work out, they will shut it down. But I hope they succeed.

I hope they are smart enough to plant Herbs, Onions, Mushrooms and etc. Dont compete with those in Cameroon, compete with food we import, if they are able to scale, our gov might help out without hurting the small farmers in Malaysia.

I think you didnt get the right lesson from PBA.

From PBA the lesson is this. For fixed tariff businesses, people get depressed over a very long time, because cost everyday go up, but tariff does not, resulting in lower and lower profit each year.

At some point, the lower profit results in lower maintenance and thus more problem pops up, necessitating an increase in tariff. When tariff increases, the operational leverage results in a huge increase in the share price.

The other thing to keep track of is lower cost of materials in fixed tariff industry, which is basically coal back in 2015 for TNB.

Hibiscus 11,800 / 30%
Yinson-wa 68900 / 30%
Mynews 38400 / 20%
MFCB 2700 / 10%
MBMR 2300 / 10%

UncleFollower

I think odds for yinson to double before warrant expires in 2025 is pretty decent. If that happens, you get 6x if you take warrants.

But the risk is that, oil price crashes, sentiment is bad, and so despite executing, share price goes down and stays even, and so you lose 100% of the warrant.

High risk, high gain game :)

Ofc lets not forget, fire risk, accident risk, natural disaster risk. All this is quite real in FSPO business, though it has not impacted yinson yet.

By buying shares, you only make 2x if yinson executes and market sentiment normal, but you can hold onto the shares if anything happen.

I would disagree. YTL and YTLP just happen to have good sentiment now.

Just give it a few Q.

the warrants do seem abit interesting.

Chickens die.

hahaha

Speakup, wanna bet?

How is their dyson contracts, from what i know their pricing is losing out to the vietnamese.

Thanks, ive been out of msian markets for too long, only holding, hibiscus, mfcb and yinson. And missed this.

Very interesting, thanks. Look at oppstar when you have the time.

I still think on expected value across the range of possibilities is positive at this price. But i dont need the variance and i have better ideas.

I sold sometime back for USD41 to buy nagacorp. Cannot sleep even if hold bond haha. Got better ideas with better risk reward.

=====

CharlesT https://www.bondsupermart.com/bsm/bond-factsheet/XS2089155761

Indicative Bid Price 29+...below Philip n John's cost
15/09/2021 12:20 PM

It appears that people here are quoting my name and article alot.

I would like to say, its not so clear cut. After some deep study, i think the odds are more like 50/50 on Karim being legitimate.

I've bought a small position in the 2022 bonds at 40 cents on the dollar.

Good luck.

https://klse.i3investor.com/blogs/hhe/2021-05-05-story-h1564288512-Mynews_outlets_retired_and_replaced_with_CU_Stores.jsp

I dont think people realize how big of a gamechanger this is.

MCO again? Good for Mynews.

Now all the shops no revenue anyway, makes it easier to just shut a few down and convert.

This is very good news

Knowing how talented he is, he will somehow lose money again, and then blame me.

===
Chang Yee Fong WallStreetRookie So passive aggressive.
06/05/2021 3:26 PM

wallstreetrookie Go go go we make money at Choivo recommendation. I don't care about fundamentals I just want my gains
06/05/2021 3:22 PM

?

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dompeilee Chiovo & gang already distributed 2 u naive newbies already lo...u think he's so charitable 2 diligently do write up for you ppl 2 make $$$ meh? He pocket ur money first lo ...lol
27/04/2021 10:14 AM

Regardless of what people say (its very easy to find articles to support whatever viewpoint you desire),

https://www.hellenicshippingnews.com/category/shipping-news/dry-bulk-market/

You can keep track on all the news here, and make up your own mind.

:)

I like gkent, but i didnt like it after they said they going into gloves.

Market is forward looking

Well, last q lost 10m, today went up 1%

Pity i woke up late, couldnt get some 83 sen.

But honestly, considering how fast it rose last 2 weeks, today drop is so small, it looks like consolidation lol.

as expected, the drop not so bad, alot of big buyers

I think we need to note a few things.

No 1, has there been alot of retailer interest in this stock? Look at the comments at I3, just us few people keep comment only. I dont think so.

So where is the interest coming, well, its the fund houses. Aberdeen is the most obvious one, and their research is flowing out.

No 2, This quarter, basically the entire quarter kena MCO/CMCO, so revenue and profit down. Now, despite bad results, stock price every day up. Why is this the case, i dont believe the fund houses dont have lubang to know if earnings good or bad.

Chances are market is pricing in the future, which is vaccine, less movement controls and CU store.

You want to buy Family Mart now, you need to pay 70PE and also buy a whole chicken business. You want to buy SEM,, go pay 50 PE bah. You want buy Mynews and CU, less than 20 times normalized earnings.

I'm ok, ill hold and wait. See everyone on 1 April at the new CU store in centrepoint.

This company is quite linked to how restrictive travelling is. So i expected a loss. To be fair, the impact of the restriction is higher than what i expect.

Having said that, as the restrictions loosen continually moving forward, along with the news of the vaccine and the first CU store opening 1 April, and more to come during the year. Im quite ok with the company.

https://choivocapital.com/2018/11/28/the-art-of-valuing-insurance-companies-and-why-teh-hong-piow-is-a-god-lpi/

the thing people need to know is this.

Among all insurance co in msia, the absolute worst is MNRB, for everybody who wants to buy MNRB, there are so many institutions dying to sell.

Good luck.

investment banks and funds waking up d.

https://fb.watch/4fY8Epg-Nh/

One lorry worth Rm750mil is it?

The whole thing is packed with dry ice, just need to move it on a lorry. The lorry take a few trips per day for 1 week.

Since 3 phase, its 3 weeks, make the company worth RM750m more is it?



====
Posted by Flying Fox > Feb 22, 2021 2:01 PM | Report Abuse

Malaysia government do no need your sense to do their business

amtheng they are the largest CCL in Malaysia and it doesn't make sense for MOH not to utilise them. There are still other vaccines to be distributed as well. You're aware DHL services doesn't come cheap and probably paid for by Pfizer to ensure the delivery goes well for the 1st batch.
22/02/2021 1:01 PM

Btw, insiders have told me training of staff for CU stores done. Reno all almost d. Opening end of feb to 1st week of March.

Just rumors cause stock prices to fly 20-30% in 1 week. What if actual picture of muyihaddin and other politicians taking vaccine show up?

Limpeh just going to hold, you remember Dec when vaccine news out, but in the end petered out as govt said will need more time.

Now confirm receive on 26 Feb, and will distribute right away.

You think go up or down then? Now price all time low, risk all time low.

https://www.channelnewsasia.com/news/asia/malaysia-covid-19-vaccines-pfizer-biontech-noor-hisham-14087814

Vaccine coming out 26 Feb.

What do you think will happen to sentiment then?

regardless of dividend policy, after capex and interest costs etc, TNB have no money for div. They've been borrowing money to pay div.

https://www.malaysiakini.com/news/558386?utm_source=dlvr.it&utm_medium=facebook&fbclid=IwAR01-Susi_O2fzDlSfoZutXLWAJ0_QbicfFipp2BlJdzT-uTtdBPzZJ5lcM

See pay d, but slower.

https://klse.i3investor.com/blogs/PilosopoCapital/2020-11-05-story-h1535632541-_CHOIVO_CAPITAL_MBMR_0176_10_Projected_Dividend_Yield_All_Time_High_Rev.jsp

yeap, btw possible october style lockdown come Tuesday/Monday.

Having said that, price now is at the same level when lockdown in October, and all time lows. So im fine.

https://klse.i3investor.com/blogs/PilosopoCapital/2021-01-08-story-h1539231431-_CHOIVO_CAPITAL_WCE_3565_A_2021_Update.jsp

haha raider, i rather they dont sell newspapers at all.

https://klse.i3investor.com/blogs/PilosopoCapital/2021-01-08-story-h1539231430-_CHOIVO_CAPITAL_MYNEWS_5275_Q4_2020_Update_Fall_in_Wastage_by_64_CU_Sto.jsp

Yeap as i understand 1st store is mid to late Jan, they may have some changes since then.

https://klse.i3investor.com/blogs/PilosopoCapital/2021-01-08-story-h1539204550-_CHOIVO_CAPITAL_KFIMA_6491_A_3_6_PE_Palm_Oil_Plantation_Company_with_5_.jsp

https://choivocapital.com/2021/01/07/kfima-6491-a-3-6-pe-palm-oil-plantation-company-with-5-dividend-yield-100-roa-business-segments/

I've had not had the time to post this in i3 for now, so here is a link to my research into kfima.

https://choivocapital.com/2021/01/07/mynews-5275-q4-2020-update-fall-in-wastage-by-64-cu-stores-opening-january-2021/

I've had not had the time to post on i3 yet, so here is a link to my update on mynews for q4 2020.

https://choivocapital.com/2021/01/07/wce-3565-a-2021-update/

I have not had the time to post on I3 yet, but i wrote an update.

Panic what.

Chairman of Prasarana lanci, want to play with gkent etc.

Gkent etc write to MOF

MACC straight go visit Prasarana.

You think prasarana still dont dare pay boh?

https://www.theedgemarkets.com/article/macc-raids-prasarana-premises-earlier-today

very good news for GKENT. After the below news.

https://www.theedgemarkets.com/article/lrt3-contractors-under-financial-stress-prasarana-has-not-paid-work-done-july