just keep averaging down. this biz model will surely flourish. I intend to average down every month if it keeps dropping.

why invest in 2 similar companies from the same industry? compare Allianz to takaful, I think takaful have a better advantage. maybe a bonus issue or share split will seriously boost this counter :)

this company is one of those which possess economy of scale. top 3 industrial film producer in the world. and with such a low p/e (valuation), it's a bargain at this price. I'll top up when my bullets come in a few weeks time :)

rm2.90 wouldn't be far away :)

remember, CPO price is at an all time high, and compare to previous quarter, i'm sure this quarter we'll have more FFB from their palm oil investment. besides, their property play in Kajang targets affordable housing. will reach rm5.50.

need another good quarter report and it'll hit rm5. in fact, I have friends investing in BSS itself. :)

I personally think this counter has another >15% upside potential from current price. besides, the company fundamentals is very good. a good ROE, consistent increase in earnings and global increase in tech usage. nowadays, u can even see maids on their new smart phones and you know, how powerful will inari be. :)

a monopoly is a business model which never fails. the old apek is still very strong in Sarawak. if there's further consolidation in this share, i'll simply average down or up. though I hope it'll go down further as my bullets are coming soon :)

deleum has earning visibility till about 2022. I think there's a further 15-20% upside potential.

support will be rm2.03. that's the fair value of this company :)

maybe he is actually a super smart investor that sing sing sing but sell when everyone push it high. probably he gain the most compare to all of us. haha.

haha. but ayamtua, I see this Lim post in many counters which I hold la. he buy buy buy and sing praise, once drop a bit, he will say he cut loss. don't know true or not...

Lim, OCK is a speculative counter la. Go for more substantial counters la. Those that have super safe margins (>30% upside potential) and consistent improving revenue and profits. Its true that they don't fly high very fast, but its safer and you can be confident that it'll rise in the long term. That has been my strategy and I've gotten more than 30% gains YTD. OCK is rising because we are betting that it'll get the Telco job and LTAT entry. What happens if Instacom get instead? Then burn again? Would you not rather invest in a company for example that build electronics such as Inari and we know that Malaysia export for electronics has grow more than 10% y-o-y? Or a company that makes boring things like your daily Gardenia wrapper and food plastic covers but somehow is the top 3 largest producer in the world with good y-o-y increase in revenue and profit (Scientex)? Warren buys high quality companies at a good price. No doubt, Dsonic is a high quality company but the price leaves much to be desire. This is how investment should be done in my opinion. Of course, your money, your decision :)

symphony? really? u want ppl invest in lost making counter? might as well tell them throw money in MAS....swt.

nvm la 林俊松. you still got inari, aeon and dksh to back you up :P

TP for Inari should be more than RM3.1 base on conservative figures which translates to further 20% upside. If 20% upside isn't something you looking for, then feel free to stay in Dsonic to wish for another few 100% upside.

If anyone planning to leave this counter, I suggest Deleum, Inari and Takaful. I've already gained more in those counters compared to if Dsonic is RM5 today (I left my position at Rm3.64 a few weeks ago). If the diehard fans want to continue with Dsonic, all the best and may wealth come to you :)

I sold my dsonic at exactly this price few weeks back. Deja vu :)

Yalo. If you have confident, should hold ma. Why sell a bull :)

if i'm not mistaken 林俊松 , you earn quite a lot from dsonic, inari and dksh. and I think previously, u have CMSB at a lower price and sold it off. so, you're well protected from losses I guess :)

CMSB...interesting stock. Might take a position here in this counter when my bullet arrive. Hopefully it doesn't shoot till RM12.2. :)

I think he meant Allianz. which has much lower volume...

I want to top up...but no bullets :(

At present, they can speculate cuz its a bull market. When time come the bear market, they'll buy in few days, cut loss, then buy in again thinking its rock bottom and cut loss. What's impressive isn't the 100% gain you get in DSONIC-WA for example. What's impressive is the ability to get a constant 30% or more gain every year despite market downturns. And that's where market fundamentals and some technical analysis comes into play. No one can predict how DSONIC-WA jumped 100% in a day. But those who earned it are purely lucky. You can be lucky once, twice, thrice....but hardly forever. I've got my 30% gain this year already. Its time to look forward for the next :)

Have to say...I'm amazed :)

Can anyone explain what does 40% single tier dividend means? Thank you.

My TP is 7.2 :)

Nope. Yesterday, I entered Deleum with 35k at RM6. And I topped up MKH and Inari too. Also entered a position in Takaful thanks to MH370 (though, I'm still hoping everyone is safe and sound). Net paper gain for the day already breach 1.5k, which would be less than if I remain in Dsonic. I view risk differently from others I guess. Once it overshoots my TP (in Dsonic case), I start to take profit. Warren Buffett overlooked the tech boom in year 2000. But subsequently, it crashed and although he didn't make money from it, he didn't lose either. Any rise from 3.64 would just be that I missed the rising rocket but I don't stand to lose anything except for opportunity gains. But those who keep chasing high statistically lose a lot of money in the long run. My portfolio rise of 40% over the last 5 months have been fuelled by Dsonic greatly. I count myself very very lucky. But I still think its time to say sayonara and hope that everyone else can gain :)

I'll keep an eye from time to time though. Haha. Check how this golden goose is treating everyone else :)

congratz guys :)

who knows, Dsonic might reach rm4 by then. I've profited enough I guess. Time to let other people to profit :)

haha. splitting into the few stocks I mentioned and holding some in cash. waiting for the crimean war to happen and EU sanctions on Russia to drive price lower.

There's one more sector which I think you guys can look into also. The recent MH370 has caused insurance companies to be very much oversold. Remember the old adage "buy when people are selling"? I'm thinking of buying takaful. Haha.

Aiya, my bullet little bit only. Tak sampai 100k also. Lol.

Sold at 3.64. Average buying price was 1.077 (split adjusted). Already profited quite a lot + there was dividend from this counter. Current valuations proved to be lofty for me. All the stuff posted above have been factored into the price when it climbed from 2.10 to 3.60. A counter cannot fly forever. I'll probably collect in the future if it becomes undervalued.

Right now, my money is in Deleum, Scientex and Inari. These 3 counters are deemed undervalued by my calculations. Other counters I have is MKH and Matrix and the stupid old Instaco. To all the DSONIC supporters, I wish you all the best. Hopefully this stock can grow stronger. :)

Finally out of this ship :)

Some thoughts on the recent rally.

DSONIC needs more than 25% growth over the next 10 years to justify its current share price. My question is how far more will DSONIC share price go up without a large increase in revenue from other sources? Passport and IC is great but we will reach a saturation point soon. I hope DSONIC will announce some interesting news soon. At present, I hold shares in DSONIC.

better avoid insurance company for now. to pay for a jet...isn't something cheap. plus countless litigation by the victims family. i'm sure most of them have some life insurance etc.

林俊松. Haven't sell your MKH? Thought u wanna sell it after it posted forex loss :P. My bullets waiting.

accumulate slowly ma. haha. last week, sentiment very bearish. but I know the fundamentals remain the same and hence can keep accumulating. the plantations in Indonesia will not go anywhere. it'll keep growing. rupiah already performed remarkably well this year. when the last quarter report was out, everyone wanted to sell. but my bullet limited la...haha

240% unrealised profit and counting. This counter is crazy!

was hoping the price can get depressed further till end of March so that I can load up another 40 lots.

Those who want to sell, please sell. I want to top up more at 3.5.

Sell so that I can average down more. :)

Like I told you in Dsonic forum, I wouldn't be able to judge if the report isn't out. For prestariang, I seriously have no idea. However, I do know that prestariang has some interests in education. The question is then, do you think the education sector would rake in much profit? Even a prestigious university such as HELP had to be taken private as it wasn't performing well. However, as I have no knowledge on Prestariang, I can't comment. Anyway, always think long term as short term price fluctuation is purely based on emotions.

林俊松: This can hold for at least a year (barring no bad news to CPO prices or property curbs). I have went through the annual report a few weeks back and my TP is RM5 (conservative numbers were used). However, I believe that its plantation will generate a high y-o-y increase in revenue/net profit with 2017 being the peak of its revenue from plantation and its property development for affordable housing is booming as well. Again, read the annual report and make a judgement yourself. I believe the current ROE <15 is due to the fact that the plantation are still at a immature state. However, I was impressed that they still produce a reasonable amount of FFB/profit in FY13. I bought this counter at 3.96 (though I have bought it before at a lower price of 3.3 but was forced to contra at 3.68 due to some mistake with my broker). Unless it drops till 3.5 (highly unlikely), I wouldn't let go until the next annual report comes in.

Investing is buying a company. Speculation is buying a price. In share market, no one will be 100% accurate all the time. The most important thing is to have more wins than losses. Other companies which I hold are Scientex (3rd world largest industrial stretch film producer/developer), Karex (world largest condom producer), Skpetro (25B order book and growing), Wellcall (world exporter of industrial hose), Dsonic (crazy stock to give me 200% profit. enough said), Kossan (one of world's largest glove producer and rubber is at its lower price atm), Matrix (Bandar seri sendayan developer with one of the highest profit margins) and Instaco (Telco player). I can tell you, of all my holdings, I think I speculated on Instaco which is left on my portfolio to remind me not to speculate/gamble in the future.

Anyway, MKH is a good stock. Keep it till RM5++. When the quarter report comes out, read it and take it from there. :)

林俊松 : Benjamin Graham outlined the different between speculator and investor in his classical book - the intelligent investor. You should read :)

@ 林俊松. No idea about prestariang as I have one O&G counter already. If there's one thing I can recommend, it'll be Scientex, but it'll be for long term. You can read their annual report and make your own judgement. I use a conservative CAGR of 18% and did a DCF (5%) to arrive at a value of RM7.20/share. Their ROE >15, top 3 industrial stretch film producer in the world with economy of scale, consistent increasing profits, consistent expansion of capacity (with increase worldwide demand), management buying up stocks etc. They also venture into properties especially Iskandar area. Since this is Dsonic forum, I'll stop here. If you're interested, read the annual report of Scientex and make your own judgement :)

As for Dsonic, I'll wait till the next report to make the calculations. As I said earlier, with a new factory in operation (that would increase profit margin as it reduced sub-contractors) and potential compulsory migration to the new IC for all Malaysians with possible JVs or other business ventures, I'll hold till the next report possibly due end of the month.

As for hunter33, whatever you say doesn't affect me. Your money your decision. You can continue to "invest" as if its a game. :)

I see praises when Dsonic goes up and curses when Dsonic goes down. Please remember we're investing and not speculating. We buy when there's a good margin of safety and sell when its overvalued. Please keep a strategy for buying and selling a stock to avoid emotions jumping into the game. Buying blindly and selling blindly is no different from gambling. You can win big once, but you will lose big in the long run. I will hold till the next report is out and calculate the intrinsic again. If profit goes up, naturally, the intrinsic price and ROE goes up and you can continue to keep. This would avoid questions like "is this share expensive to go in now?". I've been holding since RM1.077 (split adjusted). Many a times people has asked me to sell it and take my almost 200% profit. But the question is, is the stock overvalued that I should realised my profit? The answer will be out on the 28th :)

Dsonic fundamentals hasn't change. Current fluctuations is due to emotions of panic selling.

We know Dsonic's factory will be up and running this year - this improves profit margin tremendously.
We know Dsonic is going to get more IC contracts as government is going to make it mandatory for people to switch to the new IC
There are other JV/business coming up. They even supply CCTV to Penang government.

On the 28th, if the report shows good prospects, it'll come up again like crazy. All this are due to people's emotions. As long as the fundamentals isn't changed, I think this counter is worth holding. Of course, this is coming from someone who bought it before the split. :)

Bonus issue within next week?