Still 50% of portfolio.

I think i should write something here to explain my thinking subsequent to the drop.

Haha,

Also one thing you guys may not know, before this an external party handled their shipping. But with the FPC and RTE segment, the external party couldnt fit their timing exactly and this resulted in wastages

Starting from this Q, they have made internalized their logistics department.

Recovery is slower than expected.

If i had to guess, i think its mainly due to malls being the last ones to recover in terms of traffic. Especially those non premium malls. And mynews is 80% malls.

Still, i trust the management

https://www.thestar.com.my/metro/smebiz/focus/2015/03/30/well-ill-be-dang#.X9uUK3yUs_0.whatsapp

I really liked these two articles, quite itneresting

https://www.theedgemarkets.com/article/newsstand-king

Aberdeen hentam MYNEWS again.

Aih, these politicians

https://www.nst.com.my/news/politics/2020/12/649309/dr-mahathir-ku-li-hold-joint-press-conference-4pm

Really too free.

Market prices in the future imho. We will see i guess.

The CEO himself just bought some shares.

up to you.

Time will tell.

https://klse.i3investor.com/blogs/PilosopoCapital/2020-12-09-story-h1537501779-_CHOIVO_CAPITAL_WCE_5275_Dr_CU_in_da_house_66_Upside.jsp

11 sections

5 already opened. 4 sections in 1H 2021. 1 Section in 2022 and 1 Section in 2024

https://choivocapital.com/2020/12/09/mynews-5275-dr-cu-in-da-house-66-upside/

Don't disagree.

I'm nice to nice people :)

=====
paperplane choivo, this time, buy apa pun up, nothing to be so proud lah.....im paiseh also, suddenly earn so much
07/12/2020 10:49 PM

I think there is a chance market will overvalue it , especially during the first few years, when traffic is as per base case. They would think it can go up at the early phase in perpetuity.

So there is that.

name change 4-5 years d. You didnt read news is it?

My cost is 29 sen, starting buying from 26 sen.

My cost 29 sen. :)

Lets see my calls

1) LCTITAN: RM1.85 (Today: RM2.86)
2) POS: RM0.9 (Today RM1.1)
3) KRONO: RM0.52 (Today RM0.63)
4) MBMR: RM2.85 (Today RM3.66)
5) BAT: RM10.22 (Today RM13.38)
6) LIONIND: RM0.27 (Today RM0.4)
7) MASTER: RM1.79 (Today RM1.81)

That's my record. Who are you? Don't believe, don't buy loh

I3 deleted the first post i wrote as its just pictures of my original newsletter distribution, so i had to repost.

Do you think so lowly of yourself that you need to act like you're icon8888 (who is no longer in the forums these days)?

Feel kind of sorry for you tbh.

https://klse.i3investor.com/blogs/PilosopoCapital/2020-12-05-story-h1537420127-_CHOIVO_CAPITAL_WCE_3565_When_the_roads_align_562_Upside.jsp

https://choivocapital.com/2020/12/05/wce-3565-when-the-roads-align-562-upside/

RM1.57.

Will go public this evening.

No lol, i dont want them to open shop here.

Import cheaper.

Tripled profit in manufacturing, doubled revenue.

Revenue to china tripled.

Also private placement is to expand to china, sell down i buy loh.

The internet is really filled with interesting individuals.

Either way for me, i'm still holding it.

Maybe it is contra closing. Maybe it's go up too fast people scared. Maybe it is people selling before div to pick up post div cheaper.

But all I know is, this is 8% div yield company, with 2 quarters of continuous growth in earnings, and their major problems is solved by government.

am i the only one who thinks that the warrants are a little too cheap ah

wallstreetrookie,

My calls

LCTITAN (RM1.8) Last month, today RM2.3 (High of RM2.7)
POS (RM0.905) 3 weeks ago, today RM1 (High of Rm1.07)
KRONO (RM0.555) last week, today Rm0.585 (high of RM0.61)
BAT (RM10.8) yesterday, today RM11.3
LIONIND (RM0.265) yesterday, today RM0.27
MBMR (RM2.8) 1 weeks ago, today RM2.9

Dump your backside, for you to be able to buy LCTITAN at Rm1.8 and still lose money is your talent, not mine.

Find someone to manage your account for you, or keep money in tilam.

https://klse.i3investor.com/blogs/PilosopoCapital/2020-11-09-story-h1535690142-_CHOIVO_CAPITAL_BAT_4162_Budget_2021_The_Dark_Knight_Rises.jsp

https://klse.i3investor.com/blogs/PilosopoCapital/2020-11-09-story-h1535692283-_CHOIVO_CAPITAL_LIONIND_4235_Budget_2021_Rising_Steel_Prices.jsp

If you wake up, nothing to do and want to post comment. Go post all you want.

All my post allow people post comment one.

lcwin,

if i want to, i can just make it so cannot post comment.

I deleted and reposted to ensure it gets tagged to the stock page.

Who are you btw? You're not that important you know.

I made a call at RM1.8.

Today it is RM2.26. 25% gain.

Since i made the call, it hit a high of RM2.7.

If you lose money when buying at RM1.8, you must be very talented at losing money. I got nothing to say

If you lost money buying at RM2.4.

I made the call at RM1.8 anything above that, you responsible for yourself. You have a brain and you're not paying me a fee.

If no brain, find someone with brain to manage for you.

====
Posted by MohdHafiz > Nov 5, 2020 5:17 PM | Report Abuse

DONt FOLLOW CHOIVO. A CON MAN. YOU ALL HELP HIM HOOT AND HE MAKE MONEY AND RUN. WHERE IS HIS LCTITAN OF 8 BUCKS and 300 MILLION PROFIT. SHAME. GO TAKE MATHS CLASS LA

I dont think people realize how much of gem this is.

I have both, MBMR is bigger size though. Because lots of money coming out as div.

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

https://klse.i3investor.com/blogs/PilosopoCapital/2020-11-03-story-h1535599809-_CHOIVO_CAPITAL_KRONO_0176_Is_it_Alibaba_Alibaba_Cloud_SUMMARY.jsp

Wsk,

Money in tilam ? I thought im pump and dump operator? And any time can increase or crash pos price by 50%?

Its a trap, because i pump up today guys.

Hoho, every one come let this shark and operator eat you.

In case you guys are confused, im being sacarstic.

Bro,

Ok, ill be honest with you, my position size is big enough to enter top 30. However, in the last 2 week since it broke 90 sen, my trading volume (sold/rebuy) is around 3 times original position size d.

Yes, i do it for trading purposes as i read sentiment, and yes, my broker very happy.

But where is the price now?

You must be foolish to think just me and 5 people can goreng this. Like how you think this 6 people can push LCTITAN a RM4-6bil market cap company from 1.8-2.7.

Also this is a bull market ah? You serious anot? Are you even in the same reality?

I really suggest you don't buy any stocks and keep money in FD or under tilam. It think for you, its possible to buy SUPERMAX at 1.8 in march, and still lose money today.

Too talented d, its as if even god don't want you to make money.

=====
wallstreetrookie Buy and dump earlier than Choivo. You win.
01/11/2020 11:59 AM

wallstreetrookie Value investing at the peak of a bull market? Haha good luck.
01/11/2020 12:00 PM

What to hide?

You cannot go click and see shareholder transactions so clearly in POS ah?

Its all public info.

I think if you cannot even do some simple research into a company, i suggest you put money in FD or keep in tilam better/

RM5 is well. I'm not sure if its worth that much. But then again you have your own perspective, and target price.

Good luck.

===
Aiden @ChoivoCapital I did my fair share of study about POS and have been collecting since many months ago. Despite my TP being at RM5, I don't think next QR will have too big surprise for us. FY2021 will be very interesting.
31/10/2020 11:16 PM

Yes guys, i'm a secret billionaire who likes to do pump and dump multi billion ringgit companies, or at minimum, companies with higher than RM500m market caps.

And all this with only a 6 person telegram group.

Its the most elite group in the world, only 500m portfolio and above can apply, yearly fee is RM 1m.

Seriously guys, looking at your inability to identify and admit to your own errors and failures in the market, i suggest you guys dont buy POS or any stock for that matter, and either keep money in FD or under mattress.

@Aiden,
Read up on the send parcel bit. given how exponential the growth is, i think Q1-Q2 growth is fairly reasonable, and probably is a touch too conservative. If you have a better growth rate, you can do your own calculation and do your own risk sizing, target price etc etc.

https://choivocapital.com/2020/10/31/pos-4634-the-next-proton-except-you-can-buy-it-directly/

You want zero risk trade or investment. Ie a free lunch

Go put money in FD, or even better, withdraw everything and keep under your mattress.

Even then still got risk.

WSK,

You were there the moment i posted, you were able to buy at RM1.85-1.9. My average cost for LCTITAN was 1.9 btw.

It went to RM2.7 in 3 weeks, and even today, it is RM2.1.

If you lost money, i have nothing to say, its your own failure.

Point to me one article or one comment, where i tell people to buy?

I always tell everyone, it is a trade for me, not an investment, You may act and think differently, because you have your own brain.

Target price is dynamic, dependent on each person thinking, sizing and risk assessment. Think about your own entry and exit price.

Today, i buy more POS at 930-935, sold some at at 960,950,940,930,925, buy a lot at 905, sold some at 955,950,945, buy more at 930.

Why? Because i am reading the sentiment, right sizing my investment etc.

Selling to buy other opportunities that have become cheap in market etc.

You want me update you every second? Use your own brain.

If no brain, pay someone with brain to manage your account.

I suggest you dont buy POS or any stock for that matter, put everything in FD better,

Later POS go to RM2, fall down to RM1.6. You write message telling me its pump and dump and i con you.

It takes a real talent to lose money despite buying at the bottom you know.


======
wallstreetrookie It’s not about you @BigBull99 I know you earn a lot in LCTITAN. But I was trapped. How about people who read Choivo scammer’s article later than you who got misled and ended buying at a higher price? Think about other people, not just yourself
30/10/2020 8:24 PM

Hmm i dont disagree with you in that case.

I felt it was a little too rich, in terms of valuations especially since a super competitor ie family mart appeared.

WKS,

Also, i got say is POS do facebooklive ah?

You got read anot one boh?

At this rate, really think you go put in FD better. Don't buy.

Revenue and profit up and grow faster than GDEX, because syed mokhthar send fake customer to POS malaysia. (just in case syed mokhthar is reading this, i am being sacarstic, dont sue me pls)/

==

wallstreetrookie To be fair, all logistics and transportation companies have seen a rise in revenue but also the cost has increased due to expansion plans. Pos Malaysia is the veteran here so not affected. But their balance sheet is terrible. Decreasing net profit, revenue. Revenue-wise, Gdex and Tasco is on an uptrend. Apart from fundamentals, unlike the previous company you recommended (Opensys, Timecom) Pos Malaysia has NO moat and a lot of competitors and most importantly, it has a bad reputation around vendors and customers. Bad service. Slow delivery time. However, these type of issues also plague other courier companies of course.
Making Facebook livestreams is just a publicity stunt to boost their reputation which has been damaged a long time ago. Look at MrDiy’s PR team. Also every day hire pretty girls to do Instagram live. That means they’re a good company too in terms of financials and management?
30/10/2020 2:29 PM

And why not NATWIDE.

Aiyoh bro, you serious ah?

That company PN 17, whether can survive long enough to see the logistics boom a not also i don't know.

And right now price back up to 2018 high. You buy that means good luck to you loh.

You think if today POS is at 2018 high, ie RM4.4 i will consider buying or writing this piece ah?

Too expensive d, and everything fully priced in and more. Buy for what?

First paragraph also i tell you d bro.

No wonder you buy LCTITAN at 1.8-1.9 also can lose money.

Blame me, but one word also never read.
====
Posted by wallstreetrookie > Oct 30, 2020 2:23 PM | Report Abuse

Most importantly, why Pos but not Gdex, Freight, Natwide, Tasco.

You all want buy or sell up to you.

All i know is,

From Q1 - Q2,

Courier Revenue and Volume have grown by RM105.3m or 26.2%
Courier Profit have from increased by RM44.0m or 137%
Gross Margin on Additional Revenue is 41.8%

And using above Revenue Growth Rates for Q2 and the Q2 Gross Profit Margin on Additional Revenue, Projected Revenue and Profit for Postal Segment for Q3 alone is RM640.3m and RM59.7m.

And today everyone buy groceries also do it via online, before this my grandparents don't even know how to go online via phone.

Now what e-commerce account also they got, Facebooklive also they know how to follow and buy.

That is good enough for me