Today's article.

http://www.thestar.com.my/business/business-news/2017/08/12/tune-protect-losing-appeal/

Bone I think the question we need to ask is who has been selling down and why. Doesnt seem like key shareholders so likely some other PE Fund below the 5% shareholding.

I think its oversold too but might be due to indication of some negativity in the incoming quarter results.

No offense but really poor one-sided analysis from a so called CFA analyst. Why bother writing when it has so little content. Anyone can write this and you dont even need to understand the business.

Ray Mond Care to share with all of us here

What was your reason to cut loss. Only half a cent loss which is daily fluctuation anyway and nothing has changed fundamentally

Cold investor I thought u bought WE 300k to 400k at 35 cents. So only buy so little to average?

Menara PMI ? That one already sold to OCR family that is managed O&C Resources Berhad ( previously Takaso Berhad ).

What we need is for old man KKP to hit the sack then share price will jump.

Calvin tell us how many lots you have then we will be convinced :D

Companies that dont pay dividend or tax can report as high profits as they want. All it takes is one quarter do a huge impairment on equipment etc.

I see everyone saying how good refining margins are. My only question is Shell was doing horribly before this ( look at the past few years ) so how and why is HRC management better now. How it is that HRC is paying the highest spread in banking i.e. 3.5% + LIBOR compared to 0.7% under Shell previously and still doing better

While im trying to be objective on Calvins comments, i see some logic in his recommendations though they are not very detailed and balanced

But what i will commend him for is that he is trying to share, better than some of us that just keep everything to ourselves. And because of this, we should not over criticize anyone who is posting for the intention to share.

Btw Calvin i pass that building that 5-6 hotel everyday and frankly speaking i dont see any progress at all. Where are all the cranes and have they even recommenced work. Its been rotting there for at least the past 10 years ?

I will say Dutaland is undervalued coz market discounts the company for credibility in the key management. The same for MUI Group. All the rich misers will find a better to unlock value for themselves.

My take is TH is selling to EPF to rebalance portfolio and cash back. EPF bought 1m shares on 21st at a higher price than current and based on the volume, seems they are just changing hands. This is not the only stock that TH is selling and EPF is buying. If im not mistaken, same case for MRCB

Dont forget the won legal case against Meydan and have 800m receivable which is still pending recognition.

I bought more than you at 20.5. Let see if we are right :D

Even Discount the tender, this stock is still undervalued at current price. Easily mother can go back 2.10.

Because I'm confident I bought WD else I would have bought mother or WE.

But past 1 month from current price is still underwater

Aiya hng33 make 2 to 3 cents only want to sell. Dream bigger ma

WD and WE support strong. Looks like I got in at the right time

dexter why do you keep posting those articles ? you googled them didnt you. its garbage

Coz its oversold d if you ask me. No reason to keep dropping.

To me, downside is limited at 1.90 as the company is profitable and has a lot of potential now with Desmond Lim in.

I was going to buy WE but chose WD coz its as close to negative premium where I felt WE premium is too high. High risk high return. WE is lower risk but also lagging both ways of the curve

AAAA, u can still buy back

Bought WD. Looks like close to bottom for WCT to me.

ACE counter with bulk of shares held by directors.

Question is, who is selling if not them ?

Cold investor must have some inside info previously to buy in and i can assure you his costs is probably 70 cents.

Can someone actually explain to me what is willowglen real business / value ? Selling security CAM systems and DVRs is not really 'tech industry' to me.

Change of credible board members not a red flag ?

Just FYI, for those that doesnt read details. The 'successful refinancing' has resulted in the borrowing rates going up from LIBOR + 0.6% to 0.7% to LIBOR + 3.5%!

i.e. which means its a terrible financing terms and to give you an idea of the change in the risk profile for the Bank from vendor to new buyer.

Someone mentioned Shell wasnt doing well so they wanted to cash out now this business is suddenly so profitable ? No one asking the right questions seriously. What has changed and what did Heng Yuan bring to the table ?

Im no O&G expert, but i will just say this. Someone else mentioned that refining margins are fixed and they dont really have to 'worry' about prevailing oil price levels. Unless they are the only refinery around, market supply demand on refinery margins will apply. And if this was really true. why did an oil company like Shell sell at a super discount ?

What i believe is dont fight nature / gravity. O&G and Property sectors are downtrend and will continue to be but you can always try and argue they are gems still in the sector and justify just about anything.

IWC suspended ?

Look at WD...its zero premium and been dropping for the past few days. So do you think WE will drop ? It should coz its way over priced.

WD really painful drop. WE is lagging behind means should drop further. Wait to buy lower

No one seems to ask the real question which is how much will they make from any contract they announce. I have heard some contractors getting less than 5% GP for MRT and still they do the job for the resume.

I actually like this name but how to buy when u don't know this.

The matter of fact is that ANY construction company will always have contracts unless they are not in the market at all. So this contract if awarded is replenishing order book or incremental order book from last year?

If it'd just replenishing order book, then this is just maintaining sales so why should price go up

Looks like downtrend. Mother share came down so much and not much buying volume even at the current price.

Not the right time to enter

Mother drop 8 cents, WE drop a few cents and now 'out of money'. WE should drop by a lot more technically

Those commenting here obviously don't know much about L

straycats, I think majority of the market agrees with your view that this a 'super deal' for Rev at 24 P/E. That is why the stock is dropping.

Seriously, with all these domains like OHbulan, viramcham, rojaklah, etc which MNCs / large companies is gonna want to advertise there.

Also, what is the valuation based on. The domain names or the content ? Content can disappear over night and be moved into a new site.

Its obvious 'someone' did a deal here.

KC, no offense but you need to work on a new sales pitch

"If you are interested to have more dependable result in your investment in the stock market, you may contact me in the link below:

ckc14invest@gmail.com"

Iphone7 thank you for your negative comments. Thanks to you I bought more every time you said the stock will drop further and this was when WB dropped as low at 11-12 cents.

I already sold and Im sure a lot of people also did as its more than 50% gain already

Definitely its not we pay bill, maybe you.

I think Media is good potential buy but i wont buy at this level. Let the market absorb all the negative news first and i always believe not to 'catch a falling knife'

Rev is a bad deal. Hopefully those idiots dont accept Media offer then i think price will recover.

With the Rev deal out of the way, i think its a reasonable buy at current level. Look at the dividends, if they can maintain this.

Curious2, all the research houses have been recommending sell with TP as low as 67 cents. It's available on i3 forum else I can link it for you later.

BTW it's not Morgan Stanley buying but someone using their nominee services to 'shield' identity of actual purchaser.

In a market place there are always people with conflicting views so that's why u have buyers and sellers at almost any price ( if the market is efficient)

Rev Asia business isn't worth even half that value that's why it's obvious some shareholders are going to exit.

It's rubbish that they are buying. Most people havent even heard of half of the domain names they are inheriting and if it was so valuable why dispose their core business.

Media doesn't need this crappy deal. They have monopoly in Malaysia for almost everything else. Just need better management to boost back profitability.

Richard, I sold my hiaptek wb coz been holding since cost 11-12 cents.

I think there is upside but i feel market sentiment is slowing down so i dont want to lose profits again.

I dont even know who that is :) check my previous posts / comments if you think im a fake ID

richard / BWC dont get so worked up, most of the time people cant answer the question so they find other ways to get back at the asker. I noticed this forum tends to idiolize a few 'investment gurus' ( names i wont mentioned ) whom from my last check their stock picks for 2017 is only up 30%+, some even less.

If my gain only 30% this year ( especially this year ), i better get a real job and stop pretending to be a guru. I believe there are a lot of even smarter people here in the forum but often, its the not so clevers ones that keep talking.

Any educated fool can tell who are fake IDs and who ask genuinely good questions

Luckily no idiots listened to iphone7

Profit will be good. I heard its even more than 28m net and this does tally with the market condition for steel for their last quarter so its not surprising.

For those not in yet, results should be out tomorrow. so 1 day left to wait.

Feels like a good day..
Go go go

What happened to iphone7 ? Price up so have nothing to say and gone hiding...
I was getting used to his spam comments, lol.

Don't buy for next quarter results but what next quarter results mean. If they can stop / contain the losses from eastern steel, this counter will definitely move back up to much much higher level. This used to be a 70+ cent share.

Wonderful results. Q1 with 1 cent EPS ??

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5373853

This is a very small company in absolute financial figures not to mention that the market cap of 110m is after todays 20%+ gain.

PE of 30 only based on 3 quarters.....that is really an assuring statement. Go compare with inari or globe.

Look at the EPS and the absolute free cashflow generated by this company its so small some SME / medium size companies declared more profit a year.

Good luck

If you are the CEO on this company and just done a wonderful deal, selling some if not all of your core operating subsidiaries at a crazy valuation ( remember Patrick is a deal maker + story teller, will not sell cheap ). Would you be even selling any shares pending the payment of cash consideration, unless you think your company is severely over priced.

There is zero logic to sell any shares NOW, unless the counter is way overpriced and by selling Rev Asia Sdn Bhd a theoretical value has now been assigned to the remaining crumbs of the listed vehicle. Why can't wait until cash dividend ? Or company worthless after this exercise

Either that or the deal with Media Prima might not even go through. Then, would you want to hold this counter when management doesn't even have the confidence / interest to continue running its core business operation.

manmy i guess you have to give it to management for trying. Ive been hearing BUY this 'jewel' a few times and they have tried from news of Jack Ma related to what not and the 1 day LIMIT UP show with about 4m shares done. Next day was it drop like a bomb.

Then there was the other joke about give you part shares of iCar which is also indirectly owned by Patrick Grove in Australia and not to mention not really making money, if i recall.

Have a good look at the financials of Rev Asia Sdn Bhd and the so called Intellectual property their own :-

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=79533&name=EA_GA_ATTACHMENTS

Patrick is not good management, he's a good sales man and story teller + deal maker.

If main shareholders are selling, you better get out coz if the deal is called off ( which doesnt happen hopefully ) i dont know how you are going to sell your shares to then.

Lambar still so free to comment here. Only investors here left. Wasting your breath if u want everyone here to sell to u cheap

what happened to iphone7 ? hiding in the bushes again ar ? sorry ya we accumulating big time when price drop so we try and sell before you

myongcc5 instead of criticizing me, put forward your argument instead of saying something a 5 year could have replied

Are we serious. We are comparing the views of uncle KC ( frankly never heard of him in the business world or investment world ) and uncle KYY, someone that no one will deny that understands business and has an impressive track record in the corporate world and also investment.

From what I know about their respective contribution to our forum / investor society

uncle Kyy shares his views and donates millions to charity ? But we criticize him. I wonder how much charity the rest of us do..
Uncle KC apparently preaches investments strategy and charges society for it.

If u claim u are a better investor, earn more and donate more than kyy, u will get our respect