Hello !! Wake up !!!
Taiwan semiconductor stocks DOWN 50% from last year peak.
Good sentiment??? where are the facts ?

can anyone explain why Yong Tai collapsed 95% in 5 years?

i thought HIBICUS recently sold off one of its oil field ???? not a not so bullish signs ????
buy Occidental Petroleum la....follow uncle buffett

don waste time on near-bankrupt company...........there are greener grass elsewhere,,

nice run for HENGYUAN from May-July 2022. classic PUMP and DUMP.
Do you guys know HENGYUAN refineries is >40 years old and due for dismantling in due course??
Or, when all automakers only sell EV, who needs refineries????
Wake up !!!

everyone forgot about YTL's Sarawak contracts with those remote schools.........for their "proprietary" and ATAS LTE services.....

who would want to use a 5G services with limited and poor coverage???
You pay me RM 1 per month, i give you my 5G services with a radius of 25 meters around my house you want ???

it's all Top Gloves' fault to build up the massive new capacity to crush glove prices......heard it will take 8 years for the market to absorb all the oversupply today. GOD BLESS YOU !

For one, you think data center lessors like Google and Microsoft are dumb people ah ???? Malaysia electricity tariff is significantly lower than Singapore. Data centre operators are just property developers + owners. How would Google or Microsoft or Amazon pay them huge amount of money to make them rich? all these internet giants have closed to US$100bn of cash on hands, why don't they build themselves??
IT IS ALL FINANCIAL ENGINEERING MY FRIENDS !

heard the same old pitch in the last 11 years YTL Corp is a strong BUY.
It owned the LTE box that gives you ultra-fast mobile internet while US was already on 4G.
Ironically, CIMB analyst called YTL a buy because of digital bank. Does he/she know that CIMB is the first to be granted the license from the govt???

In the 5-year period as of 11th July 2022, RHB Big Cap China fund returned -8.23% while China A50 ETF returned 28% !!!! (based on Bloombeg data).
Stark return discrepancy while retail investors pay active managers big salaries to underperform 36% in 5 years.

Unit trusts charge 5% sales commission, 2.2% of annual management and expenses.
If the unit trust you pick gives you 0% return in the first year of your investment, your $1,000 initial investment will become $938 by the end of year 1.
Think again. Invest to grow your money, not paying lousy managers.

does anyone here know that Hengyuan's refinery is 40 years old?????

no more prop trading in IBs. go read 2008 US latest law after subprime.
if u don have a PHD in physics, u can day dreaming about working for a quant fund.

Prop trader at Damansara??? there is no such job in Singapore. Damansara got Soros there ah ?>

we use "Steep" learning curve, not plenty. there is only one learning curve !

"Unfortunately for China, because of instability, especially with war monger Chairman Xi, chances of investors continuing there are dim!"

war monger, which multiverse of newspaper u read ??? or u daydreaming in this universe?

which stock is the next Hartalega ????

glove supply takes 8 years to be absorbed by steady growth in demand. unless monkeypox becomes human pox every where. glove is dead !

this stock will go back to 50 sens when crude oil prices collapse to US$50/bbl

waste time trading this stock. loss money, management no salary cut. loss big money, maybe govt buys it ?

TSMC (2330 TT) down 50% from the peak, why should Globetronics not down? this company is at the lowest end of the semi value chain

US 10Y treasuries yields 3.2% now. USD appreciates 10% against MYR YTD.......
Buy Malaysia REITs and lost all ur money in FX losses ! hooray

when did Genting Bhd make money from overseas casino? except Genting Singapore?
lousy operators, less than 40% revenue share in Singapore for 10+years.
today, GENM skyworld casino asks their VIP players to accumulate points at Mass market crowded table. what a fool. waste time operator.

garbage company.......5 years ago share price was RM 1.50

why no one wants to buy overseas stocks ??
Malaysia is fully of scammers from top to bottom. why waste money?

listening to an old man who had never worked a day in global hedge fund. why not listening to George Soros, Ray Dalio and Warren Buffett?

why so many people wasting time reading his worthless pieces. ?

founders family selling koyok to you guys
heng i didn't buy

i think GENM is a short, considering the high inflation today, all Malaysians boh lui to gamble in casino already !

these analysts called GENM a big buy since 2017, 5 years later we went thru Covid lockdown for 2 years and now they are calling BUY again. they are wrong all the time and why this time is different?

Yes, GENM has brand new theme park, so what? there is no Chinese tourists !!!

Surging inflation, foolish governance at top and bottom level, rising interest rates, roaring defaults on mortgage and credit card loans. Perfect disaster for all Malaysian banks just like it did in 1997.

what i found very peculiar is that all these useless relationship managers drive a Mercedes while selling garbage to all wealthy Malaysians. ridiculous.

Never buy unit trusts in Malaysia. I bought several Malaysia and Regional Unit Trusts from R-Bank. End up my friend told me that majority of their holdings are simply copying index benchmark weightings.
I paid 5% sales charge when i first bought, then i paid 2% of annual management fee, every year, turn out they did not actively manage. What an unscrupulous fund manager. we are paying them big fat salaries for sleeping. The return confirms will underperform index. I sold all of them and put it with Robo-advisors now.

where is KKY ????
he told people CPO is coming down when it was RM4k+++

if you value Netflix based on the content they created every year and put that into measure for all the video content Media Prima creates every year, Media Prima sure worth a lot more.

The only problem for Media Prima is to get their video content up on internet platform to counter the Video-on-Demand trend. Then you will see their revenue starts growing tremendously again.

Malaysia govt will push for all households in Malaysia to switch from analog to digital starting from 3Q19. In other words, the FTA TV program will soon be able to become VOD if Media Prima invests in building up their own video streaming platform or sell their contents to other VOD platforms.

Content is king.

Geely invested 49.9% in Proton. how will the partnership end anytime soon>?

you do realise that Fed had cut rate for the first time in 10 years. If rate cut continues, all Banks are a short !

go online google and find out how much EPF paid for RHB Bank more than 10 years ago. Its still in the RED !!!

seems hard. US reacted quite impulsively.

I think RHB Bank has been trying hard to sell assets in order to shore up their capital base. Just read some news on the internet will show you that RHB Bank Singapore subsidiary made huge losses due to loan defaults mainly from the O&G sector in Singapore since 2014. RHB Bank already put up its Singpapore office building up for sales since last year but no one wants to acquire it. Selling its insurance biz to Tokio Marine will only raise cash for the bank to cover their hole in many soured loans. that's why any experienced bank analysts in malaysia will not recommend investors to buy RHB BANK shares.

EPF buying is irrelevant if you look at EPF's track record in public equity investing in the last 20 years.

Media Prima +4.2% today......start running lor....

DRB-Hicom -> RM2.80

then you have to understand why global investors give a premium valuation to banks like public bank, CIMB and Maybank but a 20-30% discount to RHB. In bank investing, when investors place a discount on a bank valuation, the most common reason behind it is the lower quality of its loan book or higher cost of funding.

Go look at how many senior management joined and resigned in the past 1 year. It doesn't sound a value alarm for value investors.

I think captain malaysia has a point.

https://dapmalaysia.org/english/2007/mar07/bul/bul3255.htm

The Employees Provident Fund (EPF) has no business in owning and operating commercial banks. By acquiring Rashid Hussain Berhad (RHB), the EPF has placed Malaysian workers' hard-earned savings in greater risk


____________ Press Conference by Tony Pua _______________

(Petaling Jaya, Friday) : The Employees Provident Fund (EPF) has proposed to buy all the shares, loan stocks and warrants in RHB owned by Utama Banking Group Bhd (UBG). On completion of this offer, UBG told Bursa Malaysia yesterday, EPF would extend a general offer (GO) for the rest of the RHB shares, loan stocks and warrants. The entire exercise excluding incidental expenses will cost EPF up to RM9 billion depending on acceptance rates.


This offer from EPF has as of yesterday, been accepted by UBG, which in turn rejected competing offers from EON Capital Bhd as well as Kuwaiti Finance House. The deal is still subject to shareholders and regulatory approvals, although they are expected to be administrative in nature.


The DAP would like to state that it strongly objects to EPF owning and managing a commercial bank. Such an exercise deviates significantly from EPF's charter of being a “fund manager”, and becoming instead, an “owner manager”. The acquisition brings about very significant risks to the security of the hard-earning savings by Malaysians for their retirement.


No Expertise


EPF has neither experience nor expertise in owning or managing a commercial bank. While the other competing offers originates from existing banking institutions seeking to enhance and optimise their current branch network to enjoy economies of scale, the EPF will enjoy no such benefit from acquiring RHB at premium prices.


Both owning and managing a commercial bank are complex tasks requiring competent and experienced professionals. It wasn't too long ago in 1999, one of Malaysia's leading conglomerate, Sime Darby Bhd was left red-faced as they were forced to sell Sime Bank, which they took over a mere 4 years earlier. Sime Bank was left with nearly US$500 million of non-performing loans during the Asian financial crisis.


Sime Darby's acquisition of Sime Bank, formerly known as UMBC Bank, is a clear example of the risk in owning and managing a bank without the necessary expertise and experience. Prior to disposing of the Bank in 1999, Sime Darby Bhd recorded losses of RM541 million in 1998.


Disproportionate Amount of Risks to EPF Contributors


Based on EPF's 2005 Annual Report, out of its total fund size of RM260 billion, 19.1% or RM49.6 billion was allocated to Equity investment. Hence EPF's RM9 billion RHB acquisition venture represents more than 18% of its total equity investments, without even taking into accounts its existing investment in RHB. Such disproportionate amount of investment in a single stock clearly represents poor portfolio allocation and diversification. The EPF has put at risk our workers' funds by 'betting' heavily on a single large investment.


In addition, the total risk of the bank is 12.5 times its equity value based on a minimum capital-assets adequacy ratio of 8% in Malaysia. This means that in the event of a crisis, for every ringgit investment, up to RM11.50 may be required to bail out the bank and keep it afloat. Will EPF, acting as the owner of the bank, be committed to pump in additional monies from EPF to “rescue” the Bank in the event of another financial or banking crisis?

Technical Analysis is an very old tool.....people used it before the great depression in 1929.

@michaelwong: Good Investors make the most money from the market when they see through how a business will evolve and progress into the longest possible predictable path. If you can't see the fundamentals improvements of Proton business, it's either i am wrong or you couldn't see what i see.

Sell-side analysts have been mostly bearish on DRB Hicom in the last 3 years and yet the stock is up 200% in the last 3 years.

FTA TV in Malaysia is going Digital in 3Q19. MYTV has distributed 2mil digital set-top box. NTV 7, 8TV may one day become Video on Demand and appears in your TV screen.

POS Laju is one of the biggest e-commerce logistics providers in Malaysia !

just go and check Geely annual car sales volume in China in the last 10 years. Proton X70 is using Geely technology and Geely acquired Volvo back in 2010. I don't like to give stock recommendation. I believe investors should learn enough and make their own decision. It's quite clear from DRB Hicom PPT deck that they are expecting a strong turnaround at Proton by end of 2019. That's why the share price surged >50% YTD. If you bother to visit any Proton 4S shops in Malaysia, you will learn so much more than the average sell side analysts are writing in the reports, which is simply converting financial numbers into texts.

https://klse.i3investor.com/blogs/FreeStockIdeas/217378.jsp

POS Malaysia - Tariff Hike in the Making???

Business with big economic moats

https://klse.i3investor.com/blogs/FreeStockIdeas/217375.jsp

Media Prima - A Sunset Industry????