Ms Kepala Butoh! :)

How much money you lose this year d in Jaks?

Last time, you were the idiot who argued against me in my SAPURA article, see where is it now?

Then you argue with me on JAKS, see where it is now (though tbf, story is not over yet untill we see the P/L for the plant.

I really suggest you sell all you stocks and put eveything into FD or China Index.

In investing, markets or life in general. Its better to know your limits and stupidity, than to be smart.

And you're really really deficient in this. You're seriously one of the stupider people here.

Its bad enough to be a kepala butoh, but to lose money also. Make me feel really sad. I pity you're not as lucky as me in terms of thinking ability.

Listen to your betters. Sell it all and put into FD or China Index. Stop losing money. You're not smart enough or have good enough thinking skills to be picking your own stock.

Lose more money, nanti suami you talak X 3! Anak pun tak mau tengok muka masa tu.


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SarifahSelinder No la jon tu memang blur sotong lol
23/11/2018 07:52



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SarifahSelinder Jon

Financial modelling so common nowadays

Tak dpt ke sapnrg dan auditors bikin sensitivity studies on all scenarios utk taksir goodwill and use yg most reasonable?

U sendiri pun ada byk bikin assumptions projections in u punya share valuations

So org lain bikin assumptions projections valuations tak tepat no reliable u seorg jer punya assumptions projections dan valuations yg bolih pakai?

Hebat!
16/03/2018 07:41

Correction: "When I quote here quote there, cannot make money one".

Note the "I". KC have proven over so many years that he makes money. But you choose to ignore it.

You on the other hand.

Have something like a turkey before Christmas syndrome.



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Posted by qqq3 > Nov 22, 2018 11:44 PM | Report Abuse

kc

quote here quote there cannot make money one.

to make money u actually got to buy a share......

I wait for you all at RM5. Lai lai, start selling.

Then for the sake of your family and yourselves. Take the money and put in FD or china index. You guys really don't have the brains, ability or emotional control for equities or investing in general.

Who ask you all so stupid go buy when expensive.

Now i wait for you all sell to me when cheap!

So imagine danny tan sold to 3rd party at 0.81.

Why ask his friend sell over so many days? Why not one shot buy it back, or over 2-3 days.

Why need 3rd party, just transfer to son and buy back in 2 transactions can d.

If he selling at discount to friend, like that he want to insult lim wee chai by telling him, other people i sell cheap, you i sell expensive?

Or you saying Lim wee chai his macai. Billionaire but nothing to do want lick danny tan ass?

Obviously not the case. He is selling to friendly 3rd parties because he needs to keep the float at 25%. In the meantime, he can keep buying back the cheap shares, while the shares held by 3rd parties are effectively frozen.

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Posted by TheContrarian > Nov 20, 2018 03:21 PM | Report Abuse

Danny sold 3.8 million off market at discounted price to friendly party who then sell slowly during share buy back by Company and give back profit made to Danny. Been happening for months.

ks55,

Could you please email me at meatboneteafriend@gmail.com?

I've always liked how you consider and process things and would like to learn from you and your experience.

Allow me to buy you a quick cup of coffee.

I'll buy gamuda when the price is far below the value. This is not the case for it for me now.

The essence of investing is this.

The earnings of coca cola for the last 30 years have grown by 30 times.

The share price of coca cola have grown roughly 30 times over the last 30 years.

Value investing did not work for you, because you dont understand it to begin with.



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Posted by rajachulan > Nov 22, 2018 04:43 PM | Report Abuse

Can I ask a question...

will you buy Gamuda today?

or

will you buy when the price/trend is favorable?

I'm blaming it on temporary suspension of intelligence!

Haha

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Posted by Op3rs > Nov 22, 2018 01:53 PM | Report Abuse

jon jon ah jon jon..

ahahahahahahahahahahahahahahahahahahah

Haha alright all sold for a small profit. After transaction cost only make few hundred lul.

Not worth the stress.

Tq CharlesT bro, let me buy you dinner instead! ahaha

haha issokay 0.91 is not a bad price for the shares 5 years down the line.

Haha oh yeah hor. Haha bought very small only at 0.05

Issued at RM0.25. Ex at RM0.64. 5 year tenure.

It's now at RM0.05, share price RM0.77.

Do you think jaks worth more than RM0.69 5 years from now?

What do you think is probability of jaks price going above RM0.69 in the next 5 years?

Buy me dinner next week :)

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Posted by CharlesT > Nov 22, 2018 11:20 AM | Report Abuse

Assuming u bought 2 lots at the closing price of RM0.87 on 15 Nov

Now mother price is RM0.77 (and u are suffering paper loss of RM0.10X2= RM0.20) and in return u get 1 WR...

So yr cost of WR is Rm0.20....

Ok Support abit. Bought a little at 0.05.

i'm almost tempted.

Its a goreng post.

But its still very well done, and very clear insights.

"In fact, we have tried very hard to figure out why TSAO would invest heavily in IUBIB considering (a) it had nothing to do with property development at all until his own arrival in Oct 2013 and (b) his private entity, IPG is already very successful in its own right. So why takeover a public company and then start cherry-picking assets to inject from the private entity into the public one? "


Why do it? Its simple. Lets say he owned a piece of land worth RM100m that could make a profit of RM50m if fully developed.

If he could get people to pay RM500m for a property company. Instead of a mere 50% ROI. He now can get 500% ROI.

That's why.

He either wants the public recognition of being known to be very rich man, or he intends to sell off some of the shares when it gets expensive, or to be in a situation where he is able to offer overvalued shares in the purchase of land or other property companies, or for shares in JV.

Dear Mr Market,

Please let the price remain at this level or even lower for the next 2 weeks. So that i can double my holdings.

https://klse.i3investor.com/blogs/PilosopoCapital/142803.jsp

http://www.rce.com.my/docs/news/Kenanga%20Report.pdf

http://www.rce.com.my/docs/news/Maybank%20Research%20Report%20-%20RCE%20Capital%20Berhad%2020.09.2016.pdf

Kindly refer to this. It should answer most if not all your questions.

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eskay67 As commented above, negative operating cash flow merely reflects asset / receivables growth financed from borrowings and/or equity fund raising. While RCE Cap target segment is mainly civil servants for personal loans, AEON Credit targets broader micro financing segments as well as credit card, e-money and certain other product segments. While current ROE level of RCE Cap is slightly lower than AEON Credit, the figures are still pretty good. My conclusion : RCE Cap does seem to be undervalued stock. Can’t see any reason why price level should not command certain premium over NTA per share, which currently stands around RM1.60 per share (30 Sep 2018).

commonsense Hi Pc Tan,

I see what u mean on them taking debt to finance the dividend as the cfo was negative in 3q18.
But is that not just because the revenue from the sales has yet to turn to cash (stilk under receivable) . Because i saw that aeon credit cash flow statement is similar as well. Is there any other company in the industry that differs from these 2?

Hi USApg,

So does this mean rce cap is cheaper? Cause only trading at 6.0x? Or its cheap because of something else?
15/11/2018 11:28

I wish haha.

Can take care of my investment myself then.

The 2 figures i didnt like from the edge was

1) Not discounting the 20% at all
2) Using only 5% of personal loan.

You do realise its likely to be a bad QR right?

SIA and China Air posted low profits due to oil prices.

I can just hold, you can boh?

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Posted by NewbIE88 HI > Nov 19, 2018 09:23 AM | Report Abuse

Hahaha QR almost wnt out dy, juz panic seller sell out their stock then retrace bck, hold tight and wait till QR announce get some dividen ba.

But I still don't get where its written that the developer will give 20% discount or set aside 20%

Increase in receivables is the rise in compensation for fuel subsidy. I bought more anyway.

In any event, your idiocy is probably better for me in the long run.

If there are no idiots, how can i make money.

Please ignore me and continue with your stupidity. I'll do my best to remain indifferent, despite how loudly everyone here seems to declare their stupidity.

My benchmark is index. But over the long term, i expect to beat the FD rate very handily ;)

You got lose less than FBEMAS index anot? Or lose more than MIDS index? Haha

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Posted by Alex™ > Nov 14, 2018 11:36 PM | Report Abuse

got beat 4.4% FD or not?

I own airasia, and it irritates me when the price goes up.

You idiots on the other hand, cheer every single time prices go up. Outside, people celebrate when got big sale.

But you guys celebrate when people jack up the price 20%.

If you're retired, i hope you don't lose so much that you have to go stay with your children.

If you're not, i hope you lose enough to be one of the thousands who stopped commenting and polluting the whole place with your stupidity.

And take the money put in FD. Its probably better for you anyway.

Or you could just be a more refined Bonescythe type character.

Sometimes, i wonder how can so many of you be so stupid and yet not bankrupt.

And despite how stupid you guys are, you still come back to lose money.

Cute lah you all.

If there ever was an award for Intellectual Yet Idiots (IYI), you may very well take first place.

sslee,

You got go buy shanghai land and china stock when there anot.

Dont tell mee see so much, in the end never buy anything haha.

You guys must be stupid.

See the derivatives? What do you think its used for? Wipe backside?

But i guess that is why i can make money by buying cheap i guess.

This is an incredibly simplistic, racist and biased research.

Read from here.

"Guns Germs and Steel" Jared Diamond - to find out how societies advance and why some are different from others.

The second is to study the history of credit and credit card debt, There was a point in time when americans were net savers.

And on chinese not getting in debt. You must be stupid. Many of their companies are overleveraged. Their citizens have so many microloans until burger also pay by card and got microloan for mcdonalds.

Please. Think deeper.

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Posted by paperplane > Nov 14, 2018 07:03 AM | Report Abuse

Actually, the Americans are pure lazy and racist. China become so strong in reserve because chinese culture always preach saving, saving and savings.
American unresolved debts proven them only knowing spending and spending. Well, they got to have innovation, but their financial knowledge are pure stupid.

I think its time to top up for me.

......

Drop please. Give me bad quarter.

You're right. Chinese are just better and more hardworking.

But regardless, china will need to still kowtow for now.


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hollandking is a matter of time before china excel in everthing. Is very simple, massive population, probability of geniuses appearing much higher, competitive environment, big companies exist in china, funds etc. Money can buy techs. So is just a matter of time before china surpasses US almost all fields.
12/11/2018 21:50

I think qqq3 is idiot wor. Hahaha

People thought he was an idiot when handling NK too :)

Trump, you cannot listen to what he say, you need to see what he do.

This man talk like idiot, because in his entire life, he never needed to explain himself, or make sense, because he never had a boss. He was always in a position where people need to understand him, not the other way round.

For the USA, he is one of the best presidents they can hope for.


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Posted by qqq3 > Nov 12, 2018 05:24 PM | Report Abuse

Trump says win is easy....I say Trump is an idiot.

China total trade worldwide is USD3.9 trillion. Or about 30% of GDP. 30% not so much also hor ;). US is easily 14% of that.

US is by far the largest partner. Double that of the second, ie japan.

You cannot just whack a figure there and say its low effect, you need to consider second and third order effects.

If you study economic history, it takes very very little quantitatively to cause a recession, espeacially given the debt of each countries.

Go read Ray Dalio - A Template for understanding big debt crises.

And in china, recession is not just unthinkable, but cannot even consider. Just a drop in growth, considering the sheer about of overcapacity there, they will call mother father.

Now china SME's and manufacturing all call mother call father.

XJP will buckle. He will need to have china stop acting like samseng little brother. He will need to stop all the corporate episionage going on, and the unfair trade practices.

Wrote more here.
https://klse.i3investor.com/blogs/PilosopoCapital/179618.jsp

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Icon8888 USD500 billion export to US is 4% of China GDP of USD12 trillion

Losing it is inconvenient, but hardly the end of the world

Buckle ? What buckle ?
12/11/2018 12:54

You must be stupid.

I strongly suggest you take out money and put in fd, before you lose all your retirement money here.

China exports way more to the US than the US does to china.

That's why there is such a huge trade deficit for US. US sells nothing really to the 1.4bil market (soy bean and other agriculture stuff maybe), while they buy alot from that market.

China will buckle and compromise. You want bet?

Sneaky jon doubled position at 2.71.

Price go holland mai go holland loh. We can go visit amsterdam smoke some pot.

Go from holland to africa also can. We can go visit lion and eat lion meat burger.

As long as investment thesis don't change, i can buy till 10% of portfolio. But bolui!

Unker, want sponsor my airasia position boh hahaha

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Posted by CharlesT > Nov 12, 2018 11:39 AM | Report Abuse

Sifu Icon8888 reentered his goldimine at RM3.00+, sneaky Jon Boy bought at RM2.40+..my cost was ard RM3.10+

3 different generations are now on the same boat...will we all go Holland together?

I also scare

Not bad.

Jay,

Where did it say that the developer will pay 5% per annum to the banks guranteed?

Isnt the 5% self deducting upon sale or refinance?

Developers can consider giving 20% discount, and pay the 20% for the buyer i guess.

At this price, its not the worst idea to buy astro.

Haha no money, i bought some airasia instead at 2.39 haha.

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Posted by CharlesT > Nov 5, 2018 04:27 PM | Report Abuse

I hope Jon Boy also curi curi buy in a bit...foc lah wouldnt charge u RM5K

RM2 or RM 3 can consider.

if you can loan the 20k at housing rates. At 5 year length... yeah i can see market really heating up.

If must cash, not that speculative i guess.

The deposit. Can people take loan for it, or must cash.

Where did it say developer need to keep 20%.

This question is about thinking on your own.

Instead of blindly believing something will work, or is correct, just because the other person appear to be competant, or you consider them to be sharper than you.

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Posted by qqq3 > Nov 5, 2018 10:18 AM | Report Abuse

jon.......

this is crowd funding...not concentrated in Lehman.....and not a derivative.....

of course details matter.....so, role of SC is important.

they say it is world first.....u not proud meh?