Kpin Yeoh

kokpiny | Joined since 2014-11-15

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Stock

2018-08-02 13:40 | Report Abuse

next Quarter there will be addition revenue come in. Will collect back when it drops, currently the support level should be 5.10-5.20 , anything less is a buy.

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2018-07-31 15:55 | Report Abuse

sold all my position at 5.36 I will wait for another Quarter result to see this counter worth long term investment.

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2018-07-12 17:16 | Report Abuse

This stock rebound because of LRT3 resume back. In short term the steel company will shoot up.
Currently Annjoo trade at PE 4.5 with healthy balance sheet.

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2018-07-12 16:16 | Report Abuse

Airasia is one of my best performance in my portfolio from RM 1.80 until I sold all at 4.10. While I am collect back all my position between 3.00-3.20.

Looking forward for business growth and middle to long term rather than just short term 5-10% profit.

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2018-07-12 16:12 | Report Abuse

Special dividend of 70 cents are expected to announce on Q3. When AAC transaction completed Airasia board will make the announcement. There is nothing you can do but just wait.
I have faith on the Airasia Management and its proven for so many years the efficient of the management. This is how a small airline from 2 plane until now with the major airline player in the Asia region.

Stock

2018-07-12 11:27 | Report Abuse

Brent Oil overnight drop around 7% to USD74 per barrel.
As Libyan export resume to normal this will bring addition 700k ~ 1 mil barrel/ per day which overshoot OPEC increase of 500k/ day addition production.
In addition the Iran sanction going to remove that will be at least addition of few hundred thousand barrel added to export.

As for now Airasia is waiting for this positive sentiment to bring it back to 4.00 and above.

Stock

2018-06-27 22:07 | Report Abuse

See if bottom at 8.30 or below

Stock

2018-06-25 20:50 | Report Abuse

Tomorrow LGE said more about 1MDB, market will drop future. By the time he finish talking KLSE index will be less than 1500.
Work to more and talk less to solve the problem. Finance Minister is not just talking and criticise how bad n worst. Still living with opposition mindset?

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2018-06-21 20:47 | Report Abuse

I set achievable goal for myself and others who read and follow.

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2018-06-21 17:08 | Report Abuse

I am buying business but not just short term share price, so i am not freak on the current turbulence we face. I am looking for 20% return in next 6 months down the road.

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2018-06-21 17:07 | Report Abuse

does anyone in this blog have never take airasia flight before?

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2018-06-12 21:21 | Report Abuse

I will park at 3.00 starting tomorrow. Looking forward for AAC dividend by Q4 70 cents.

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2018-06-12 08:51 | Report Abuse

More revenue will add into Airasia financial result in the coming quarter. Looking forward for the exponential growth for this counter in coming months.

Stock

2018-06-09 21:11 | Report Abuse

Let’s talk with facts and data, and help others to invest with great return.
As all of us shared the same vision “ make money “.

Stock

2018-06-09 15:25 | Report Abuse

At the price of 3.20 what are we expected to get in return.

1. 12 cents dividend declared.
2. 70 cents pending to declared by Q4 of 2018.
3. Buying a growth company with PE less than 6-7.
4. Cost efficient airline company that can competitive with top airline company in the world.
5. Company that penetrate on the new market to gain more market share.

Stock

2018-06-09 15:17 | Report Abuse

Not to forget, Airasia will sell its expedia and expect more special dividen coming in 2019.

Stock

2018-06-09 15:15 | Report Abuse

Base on JP Morgan statement crude and Brent will remain low for 2018 and 2019. This is a great news for Airasia to sustain its earning for 2018 and 2019.

Airasia proven to be the best cost efficient airline in the world and continue to penetrate the new market. To be conservative at current price we are looking for 20% return by end of 2018 especially the upcoming AAC dividen of 70 cents per share.

"Contradicting conventional wisdom, J.P. Morgan says crude oil prices are heading for a downturn later this year and will sink even lower next year as supply and demand fundamentals weaken.
"While geopolitical tensions and lingering risks of large supply disruptions remain an upside risk throughout 2H18, we think that prices will be corrected downwards towards end of the year and remain capped in 2019," JPM says as it cuts its 2018 crude forecast for WTI by $3 to $62.20/bbl and to $58.25/bbl for 2019; the firm leaves its 2018 Brent outlook unchanged at $69.30/bbl while trimming its 2019 forecast by $1 to $63/bbl."

Stock

2018-06-08 09:22 | Report Abuse

After understand all the information from the India case, looks like political party using this news the fry and accuse on Airasia for bribery, news seem to end here.
Those fund failed to collect at the dip are try to play around on AA pricing hope to shake up some retailer. Hold firm and enjoy the ride.

Looking forward for AAC dividen and of cause the dividen declared in this Q.

Stock

2018-05-31 13:27 | Report Abuse

Seem like this case is closed.

Allegations concerning indirect foreign control of AirAsia India Limited have been fully investigated and the Director General of Civil Aviation had effectively ruled that the operations and management of AirAsia India Limited ("AAIL") was in accordance with FEMA (Foreign Exchange Management Act) as well as FDI (Foreign Direct Investment) Regulations.

AirAsia completely denies these accusations, and will vigorously defend itself against these to the fullest extent of law. Legal action to protect AirAsia and its interests against these allegations will be taken against any person who is known to have maliciously and frivolously instigated, and or smeared the good reputation of individuals and shareholders of AAIL.

Stock

2018-05-26 11:20 | Report Abuse

World crude oil might continue to dip due to Russia and Opec country continue to increase production. Last night oil rig count increase another 15 rig. This is certain beneficial to Airasia as most of its operation cost come from fuel cost.

US oil rig count rises 15 to 859: Baker Hughes

Stock

2018-05-26 11:17 | Report Abuse

Up coming we might have continue special bonus payout from Airasia at such price of 3.21 its definately bargain price.
Report from Kenanga:
Reiterate OP but with a lower SoP-derived TP of RM4.80 (from RM5.30) after adjusting our valuations lower to 9x FY18E PER pegged to 4-year average (from 10x @ +0.5SD) in line with the broad market de-rating due to foreign outflows. Note that our SoP-derived TP includes RM0.78/share special dividend. We deem our 9x FY18E PER on their core business (pegged at 4-year average) fair given: (i) AIRASIA’s much healthier net gearing post AAC disposal coupled with further asset monetization plans from Santan/Red Cargo/Expedia to honor their intention for special dividends every two years, (ii) the increased focus on higher turnaround domestic routes on the back of weak competition from other domestic airlines, and (iii) strong growth potential on the back of an expanding capacity. We foresee immediate term catalyst from the finalization of special dividends (anticipating RM0.78) from the recent sale of AAC back in March

News & Blogs

2018-05-08 10:50 | Report Abuse

Hi Enning22 I really wish what you said is right. Have faith.

News & Blogs

2018-05-07 23:13 | Report Abuse

BN will still win as PAS will support BN to gain parliament. Adding in Kelantan and Perlis Parliament seat, PAS will simply gain 20 seats and more. I cannot see what will happen in next 5 years. God bless Malaysia.

Stock

2018-05-07 13:52 | Report Abuse

Again follow W.Buffer style, if the stock with growth and undervalue just buy and keep regardless election or change government.
Change government or not the business still going on, do not be fool by rumours.

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2018-05-03 09:01 | Report Abuse

This is purely LCtitan stock forum please do not involve any politics topic or issue inside.
This is your personal perception but does not reflect the actual scenario.
example: When Donald Trump elected as US president the stock market goes up from Dji 17,000 to now 24,000.

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2018-05-02 12:11 | Report Abuse

My profit drop tremendous on LCtitan, I will stay another Q to management unable to deliver I will sell all my position.

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2018-04-27 14:05 | Report Abuse

Lets see if we can do it on Tuesday break 6.50 barrier.

Stock

2018-04-26 23:24 | Report Abuse

With continue increase of production plant the output revenue will be exponential increase. This is what we see on Harta on last few years ago. I miss out Harta growth during that period and I will not miss this time. I will not repeat the same mistake twice. Yet we are talking about 13 billion dollar company.

Beside I observed that Lotte chemical group are switching its manufacturing from Korea to South East Asia, which could be due to political or other issues. You can see from its annual growth rate at lotte Chemical Korea compare to LCtitan.

Another point observed from the AGM, they seem confident that price are worth more then 6.50 that is why they will not sell below this. No one knows better than how much the ccmpany really worth.

This is the only company match my investment criteria,
1. Growth ( TE3, PP3 and LCUSA Plant) pipeline up exponential expansion.
2. Marco economic pushing up the demand (TE3 capture the high market demand with ASP price adjust up, demand over supply)
3. Big cap 13 billion
4. Strong Dividend Yield (Better then any FD from Bank)

Stock

2018-04-18 17:08 | Report Abuse

This Kelvin every time he wrote something market sure to react.

Stock

2018-04-15 16:20 | Report Abuse

The price up when big fund keep accumulate the stock where they found its potential to growth. Q 500 lot of more is not a problem for fund to absorb.
we will never know when they going to collect more. If you know the potential is there just buy and wait.

Stock

2018-04-12 20:47 | Report Abuse

Special announcement on the Japan Casino update?

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2018-04-08 23:32 | Report Abuse

罗辑思维 第六季 第315期 罗胖精选丨中美贸易摩擦下的全球化机会 20180407

https://www.youtube.com/watch?v=68VYvcvEBow

Stock

2018-04-08 16:36 | Report Abuse

Ok, let listen to what Warren Buffet comment.

https://www.cnbc.com/2018/04/06/warren-buffett-and-ray-dalio-agree-on-what-to-do-when-the-market-tanks.html

Tariff announce on Friday morning that doesn't impact Asia market much while causing Dji to drop 570 point. Look back at KLSE stock those with out much fundamental already drop to rock bottom while those with impressive growth such as Harta, topglove and Dialog continue the uptrend, while some counter like LCtitan preparing itself for coming Q result hit its new record.

In the investment world, somebody like settle their portfolio with draw or slide profit while others have trust on what they are doing and grow their 20%-30% per annum. Trust yourself but not trust on fear.

Sometimes fear is so great that can overcome all the real data and good fundamental company. Its only you can overcome the fear.

HappyInvesting

Stock

2018-04-05 11:02 | Report Abuse

As what i mention yesterday, if you feel too tension about the price moment, you can just close book.

Stock

2018-04-05 07:11 | Report Abuse

DJI rebound back over 300 point, expect KLSE market will follow. Those who hold their share and dare to buy yesterday will reward.

Happy trading.

Stock

2018-04-04 21:05 | Report Abuse

PPL are dumping KESM at another end, beware!

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2018-04-04 21:02 | Report Abuse

KESM revenue will face huge drop, dun burn your hard earn money and follow those. They are selling at another end.

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2018-04-04 21:00 | Report Abuse

wonder who is buying at another end at this moment.

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2018-04-04 21:00 | Report Abuse

Market very volatile just close the book, and open when market stable. Must follow how Buffet react to market.

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2018-04-04 10:54 | Report Abuse

KESM drop like hell, somemore there is someone keep promote at every blog asking ppl to buy.

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2018-03-31 16:49 | Report Abuse

Genm just give 8 dividen last month and addition 5 cents declare this week. GenM refurbished all its hotel, indoor theme park and recent Sky Avenue opening and by end of this year 20th Fox Century Theme park coming. Revenue and profit are expected to shoot up by H2 2018, looks like the capex spending are less compare than previous quarter.

of coz compare with LCtitan, LCtitan give better ROI but still far better then HY giving 2cents.

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2018-03-30 09:49 | Report Abuse

Declared addition 5 cents dividen for Genm.

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2018-03-28 16:46 | Report Abuse

If LCtitan include into index stock, big fund come in and buy.

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2018-03-28 16:44 | Report Abuse

I will not buy tech stock at this moment, do not risk your hard earn money for overprice sector.

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2018-03-23 14:07 | Report Abuse

Base on the analysis report 乐天大腾化学 产能改善利业绩 the 2018 forecast earning is 64.4 cents which means each quarter around 16.1 cents. Dividen with 32.2 cents for FY18.

Since the efficiency increase to 90%, and capex reduction to 100mil for FY 2018, we should have at least 16 cents/ Q this coming quarter. In this coming AGM i will purpose to the company provide the profit guidance for investor for upcoming quarter.

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2018-03-22 14:40 | Report Abuse

look forward for 20cents earning this coming quarter. I will hold long term if each year giving me 40 cents dividen.

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2018-03-20 09:27 | Report Abuse

Lotte Chemical Corp in Korea up 3.76%
441,500 kw up 16,000.00

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2018-03-19 14:19 | Report Abuse

Addison, you have any comment or you still want to congrad to ppl in this blog?

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2018-03-16 22:19 | Report Abuse

As Jordan Beaufort said the only problem you going to have is not buying enough.