BLee

BLee | Joined since 2016-07-07

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Stock

2017-03-21 14:25 | Report Abuse

@Hunger, 2014 figures need to be adjusted with exchange rate, all the bonus issues and share split, very complicated calc..need an expert..not me..just for sharing.

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2017-03-20 10:48 | Report Abuse

I think just healthy correction. will wait for next qtr result to decide taking position again if NTA vs price improve..PM always my favourite counter.

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2017-03-18 18:52 | Report Abuse

Insas need more shareholders like TheContrarian, good promotion..

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2017-03-14 09:45 | Report Abuse

Insas could easily own a pìece of Bank like OSK taking a portion of RHB bank, then Insas will fly. Waiting for this to happen since 2014...

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2017-03-14 09:31 | Report Abuse

@linges, @TheContrarian Just for sharing of Insas another potential gem which I read in 2013, M&A securities. How nice if history repeat again, jumped 18% in a day. Thanks to JTFX, I started interested in INSAS.

Posting by JTFX
Stock: [TA]: TA ENTERPRISE BHD
Nov 6, 2013 09:33 AM | Report Abuse

“Shares of Insas Bhd, which owns independent brokerage M&A Securities, jumped 18%, or 14 sen, to 78.5 sen the same day.”

Another piece of history: http://www.thestar.com.my/business/business-news/2014/03/25/insas-shares-rally-investors-are-attracted-to-its-cheap-valuations/

Stock

2017-03-10 19:30 | Report Abuse

Two big candles for 2 days consider ok, afraid lose momentum after 2 days rest, hope for the best next week..

Stock

2017-03-09 17:19 | Report Abuse

@trader8899, I think you are referencing to Inari. Good observation. All promotion of Insas welcome, but buy/sell on own risk. Strong close for Insas today, hope stronger tomorrow..

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2017-02-28 11:33 | Report Abuse

BLee @ivan8233, good sharing. Seems very good recommendation except, IMHO missing Threat of cash flow Hedge data in SWOT table. Q4 (195,633k) 1 Jan (149,791k, total 187,239k), 31 Dec (209,222k, total 261,528k) All this figures won't show in PBAT as explain in notes. After worst case scenario for all this figures, still show very good counter to invest in.

Stock

2017-02-26 21:57 | Report Abuse

http://www.thestar.com.my/business/business-news/2014/03/25/insas-shares-rally-investors-are-attracted-to-its-cheap-valuations/
Sharing some very old news, already consider cheap valuation. So I still says no sentiment, really need promotion to improve price. No need thanks me for making $, but please do not blame me for not making..

News & Blogs

2017-02-22 12:03 | Report Abuse

Just for sharing, summary of an i3 article I have read.
-"Petronas signs contract with Chinese consortium for Flexi-HDPE plant"
-"The plant would be completed and achieve Ready for Start-Up by May 2019"
-"The plant, with 400,000 metric tonnes per annum capacity, would produce a range of multimodal HDPE products, complementing Petronas' polyethylene portfolio, upon completion"
-"end-products such as pressure pipes for drinking water, gas, industrial and general purposes, as well as household containers and bottles. - BERNAMA"
IMHO, this will be a game changer for replacing steel, Aluminium, etc., maybe in 2020.

Stock

2017-02-22 10:19 | Report Abuse

@alooloo @TheContrarian, nevermind who sell. Dividend money already in account, enough for breakfast-lunch-dinner. The 1 sen reduction in price also recovered. No regret holding Insas.

News & Blogs

2017-02-19 12:26 | Report Abuse

I like most on the part of age grouping, when you reach certain stage, needs to change strategy. Gambler maybe sailang, for me..maybe 30% of wealth in stock.

Stock

2017-02-17 08:26 | Report Abuse

@sengkee, yes. need alot of patient, really need to promote to improve sentiment.

Stock

2017-02-15 14:06 | Report Abuse

@alooloo, I am comparing Pmetal and Insas. I make more than 100% within a year and missed the 200% less than half a year, thought could buy back after the split. Insas hold for 1.5 years only make >30%. So no matter how you bring out the good point, it depend very much on sentiment, not TA, FA or VA. Pmetal profit went to a losing stock ( not disclosing now), anyway no regret in stock investing.

Stock

2017-02-15 12:35 | Report Abuse

Just to emphasis, Engineering sales based on factual, stock promotion based on ?? Learning..FA, TA, VA or whatever xA..without logic.

Stock

2017-02-15 12:16 | Report Abuse

Insas still at consolidation, I think I am still not good as stock salesman, better stays as Engineering salesman..

Stock

2017-02-14 08:54 | Report Abuse

Morning, and happy valentine to all Insas forumer.
http://www.thesundaily.my/news/2160840 indicating return of 'Foreign investors in strong comeback last week'. Hope this is just not a knee-jerk return as more in-flow will cause a stronger ringgit, thus a stronger bull (hope this is not my bull-shit but bulldozer). Huat together.

Stock

2017-02-13 15:25 | Report Abuse

IMHO, any counter at 52week high always consider High risk, maybe Insas is a bit exception due to good NTA vs price and well diversified. The recent diagram miss out 2 profitable business i.e. Gleneagles hospital and import permit for Tesla electric car, a point to consider holding longer. Huat together.

Stock

2017-02-13 14:42 | Report Abuse

The price just went up 0.88, seems like RicH got a point, I will hold a bit longer although meet my own TP. Huat together, slogan applicable for Insas although pass CNY.

Stock

2017-02-09 10:52 | Report Abuse

Please read Inari forum, debating on Inari ongoing, all comments for own consumption only..

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2017-02-09 08:51 | Report Abuse

I have make a small fortune in Pmetal and still think the company can grow/glow. But FA and TA/price dont match for me to take risk after all the bonus and split, unlike insas. Just IMHO.

Stock

2017-02-09 00:26 | Report Abuse

https://klse.i3investor.com/blogs/donkeystocks/115492.jsp
Someone some time back asked about Insas shareholding/owning percentage of certain companies, this article has all the answer. Sharing for Huat together.

Stock

2017-02-06 21:59 | Report Abuse

http://klse.i3investor.com/blogs/PublicInvest/115228.jsp
PublicInvest new TP but mixed recommendation: Take profit in title yet recommend keep portion for higher price..So up to individual to decide, neutral. Huat together.

Stock

2017-02-03 14:38 | Report Abuse

I remember someone says Insas will buy back at around 0.8x, can explain why 0.8x and not 0.6x or 0.7x? Now is the support level if start buy back? max of only 10% per year? I thought any value below Rm1 is advantagious for share cancellation? Please share for huat together.

Stock

2017-02-02 15:24 | Report Abuse

http://focusmalaysia.my/Mainstream/Hunting%20value%20stocks Focus Magazine: January 28 - February 3, 2017 - Issue 217, Insas top spot for share price/book value (PBV) in the list. No.9 for EPS and 23 for ROE. Just for sharing and not meant for promotion, please view the other 39 counter for Huat together.

Stock

2017-01-31 16:45 | Report Abuse

Together huat ah..standing at 0.8 again.

News & Blogs

2017-01-24 11:51 | Report Abuse

Young wave will be replacing Old wave..soon. Keep the wave coming.

Stock

2017-01-20 10:39 | Report Abuse

@TheContrarian, that is smart investing. I am not so lucky, still holding some high dividend counters since 1982 with paper loss. So high dividend is not yard stick for purchasing stocks..huat together.

Stock

2017-01-19 14:27 | Report Abuse

Nevermind the 1sen, many don't realise the 1sen deduct from share price during ex-date. Use to be tax deducted also. Hope for share price nibbling up better. For information, Insas at 52week high, my yard stick for profit taking, this time I think can wait a bit longer..huat together.

Stock

2017-01-17 17:02 | Report Abuse

This holding % in 2016 Insas report: Gleneagles medical-20%, Ho Hup-13.1%, Inari-22.8%, Kinrara Properties-45%, M&A Securities (stock Broking)-100%, and many more in the listing..just for sharing since I have the CD.

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2017-01-16 16:39 | Report Abuse

Good. CI down, but Insas up, hopefully above 4% today. Huat together..

Stock

2017-01-16 16:14 | Report Abuse

My price below 52week low, I am willing to wait much longer. I bought Pmetal on the same day, being in out few times. No regret if can go near the intrinsic values..

Stock

2017-01-16 15:55 | Report Abuse

@TheContrarian. Nvm the desperate sellers, we can promote the good FA for awareness so that more buyers to absorb desperate sellers, hopefully. Huat together..Thanks, your warning make me read the 2016 report one more round.

Stock

2017-01-16 15:18 | Report Abuse

Just gone thro' 2016 report one more round, very good figures, to quote: Non-current Asset/Liabilities 683mil/211mil; Current Asset/Liabilities 1.215bil/0.33bil; Retain reserve 559.54mil. I think really good counter for take over target. Don't mind me on hot topic now of TA, FA, D(ynamic)A, V(alue)A, C(urrent)A discussion on which is better, just wanted to join in the fun of i3 forum and learn/share something with all the sifu..

Stock

2017-01-16 10:57 | Report Abuse

Now clear break-out from 0.75, hope huat together..

News & Blogs

2017-01-14 14:28 | Report Abuse

Good pointers from good sifu, pointers for my own record purposes only i.e.
- Buy only when they are selling cheap. Buy more in times of bad market sentiments or when the stocks were sold down excessively.
BLee - Every sell down got a reason, if panic sell down not related to stock, then ok.

- Preferably not to chase bullish stocks. Let winners run
BLee - totally agreed.

- Hold intermediate to long term, only consider to sell portions or all when share price rising too fast, approaching or reaching target price, or there is change of fundamentals.
BLee - totally agreed.

- Money use for stock investment is not or any near future commitments do help.
BLee - Very difficult, risk management in-play, trying very hard for rotation play, i.e. no sell no buy..

Thanks KC and Ho for this good article.

Stock

2017-01-11 13:57 | Report Abuse

Finally standing at 0.75, hope to see the break through. Actually, slow climb is better for the long term.

News & Blogs

2017-01-06 07:55 | Report Abuse

"Today got wine, today we drink and get drunk. Celebrate." I like this if no need drive. But there is always tomorrow. Be a rotation player i.e. no sell..no buy. Take a portion of profit and put in reserve. Sure will not lose money. Be perseverence...

News & Blogs

2016-12-21 14:28 | Report Abuse

Good article sharing. It will be a game changer, not necessary until usd10/bbl. Time to look at renewable energy company as definitely consumption will shift towards alternative energy source.

Stock

2016-12-21 10:39 | Report Abuse

Seems Insas start window dressing for end 2016, hope can break 0.75. Happy Solstice festival for all celebrating..

Stock

2016-12-05 00:06 | Report Abuse

@SenSeng Loh good observation. Sooner or later, the bloated NTA will bloop i.e. target take-over, bonus issue, etc. Need to be patient..Recently, a lot of forum discussion on FA, TA, whateverA; I think Insas is a good case studies.

Stock

2016-11-23 10:50 | Report Abuse

@beso is right on drop back not even reach 0.75, useless is yet to be seen..3 previous QR ok..

News & Blogs

2016-11-22 09:37 | Report Abuse

Thanks for answering. I do not view SKIN as financial asset as B.O.T. concept carries risk of changing technology and software/hardware update unlike physical assets which can consider 'new' after completion in 3 years time. Just my view..Thanks again.

News & Blogs

2016-11-22 01:12 | Report Abuse

Very informative. I think can be enhanced if consider depreciation of hardware and licensing for software as life circle for both roughly also 3 years. Another consideration is the support cost for the next 12 years. My 2 sen worth as I am not an IT expert.

News & Blogs

2016-11-14 22:06 | Report Abuse

Strongly agreed on item 2 for way forward for i3. All three have pro and con on FA, TA and CA ( Current Analysis, which I like to promote. Example: Brexit, Trump effect, IoT, eFTZ, currency war, commodity price, etc..)

News & Blogs

2016-11-12 23:42 | Report Abuse

For export stock, raw material must be local, not buy usd and sell usd..

News & Blogs

2016-11-12 22:36 | Report Abuse

I am a season retail investor, how can I not lose $ from share market? Never never chase a stock if already move up..by let says 30% above 52 weeks low..take profit if own TP met..just my 2 sen worth.

Stock

2016-11-04 12:01 | Report Abuse

I have spotted but don't understand on so many type of warrant. Started posting to find answer but no answer forthcoming. No 'free lunch' as advised don't come free, so better take profit first. Another battle another day..all the best to those who hold long term..

News & Blogs

2016-10-30 22:37 | Report Abuse

Yes, got 'loT' of friends in 'IoT' telling me got 'loT' of jobs and pay wells. Second 'IoT' bubble building up... Please share and be part of CA, Current Analysis. Note: iot and Lot interchanged, not typo error.

News & Blogs

2016-10-30 15:07 | Report Abuse

FA and TA are all historic analysis. I think we need 'CA' Current/Constructive Analysis. I am doing that for Pmetal. I think I can get a good price after 'ex' price as it will be more share floating around, especially warrant c as too many given 'free'. My 2 cents. A good company is like running a Marathon, we need to look at long term and sustainability. At present, Pmetal is such a company unless some good competitor come along.