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2016-02-25 17:16 | Report Abuse
Noobnnew, see you very active in multi-counters, believe your portfolio are substantial.
The way you share, you got "material " and see between many can't see! That's future or forward looking, invest on past/present performer stocks only so so return, invest in future growth stock will be explosive return!!
Wishing you success in stock market investment.
2016-02-25 12:56 | Report Abuse
Hi all Ah Seng lovers.
Investing in a stock to gain 500% to 1000% with 3 to 5 years is not a dream, we must hv wisdom eyes can see the future heroes! 慧眼識英雄!
Below points for your reference only if it is fine and make sense to you , you can adopt it in your investing strategic strategy ! But it does mean one size fits all, it also need the blessing from the heavenly God !! If we are blessed to make 500% to 1000% return ?
We shall visual the global trend demand for next 5 years, what is or what will be most significant growth engine for next 5 years !?
In year 2007 to 2009, U.S. Economic turmoil and causing many sectors or industries very painful, however only one sector ( mobile data , smartphone ) is the growth engine even during the economic crisis! Many investors dare not invest in the year 2009 2010 during the rock bottom, but there few far sighted investors can see the next growth, and JNG is one of them! He stroke jack port loh! So there are new companies listed in 2009/2010/2011 either in U.S. or KLSE involved in smart phones mobile data sector ! Why they can list? List for fun? But if the 90% of the population can see what going to be "next "? Many of us Kaya Loh !!
Similarly, JNG strongly believe the Internet of Thing will continue to growth but smartphones peak period is about over !
What will be the next growth engine for next 5 year due to the global demand trend? Personally I strongly believe, one of them, it is Solar Power green energy !
When we invest a stock it is something related or can leverage on global growth, sure we strike a jackpot ! You see sport ToTo Jackpot is multi-million $ and not many can strike it! Once you strike you are rich !
In summary, we leverage on global trend demand, solar will be the next growth engine, explosive growth! We can see why Ah Seng expanding 300% capacity before end 2017 to support the global demand !
Which industry or a factory can growth that rapid like running horse ? Within my scope of perspective , uncle Ah Seng is one of them in KLSE!!
Ah Seng BoD also qtrly shares dividend, even it may not meeting our expectation now , I strongly believe their dividend will be encouraging in 2016/2017 ....etc
Wishing you all good good luck collecting Ah Seng when low! God of prosperity always with you !
2016-02-24 18:52 | Report Abuse
JNG collecting Ah Seng since 40 cents and will hold next two years!
2016-02-24 18:51 | Report Abuse
Noobnnew, thumb up! Thumb up!
JNG invests this counter with confident as Ah Seng my neighbor!
You need to hold till exit 2017, you will hv greatest return!
2016-02-22 11:24 | Report Abuse
Yes, chick monk and noobnnew, definitely fly fly once PP done!
Just wait ah seng's power
2016-02-19 22:41 | Report Abuse
Icon8888 with RM200M portfolio, we are very envy loh! Not easy to manage RM200M fund, you must be very great investor or a key KLSE's fund director/manager.
Icon8888, your sifu must be very happy, a successful student had achieved such an extra-ordinary portfolio in KLSE.
Keep it up!
2016-02-19 12:53 | Report Abuse
Yes, absolute Chickmonk is Ah Seng forum default leader with his persistency and knowledgeable
2016-02-19 11:46 | Report Abuse
Investment on the technology stocks or any stocks, to react or to invest after the released financial results, EPS, Rev $ business guidance, it already partially late! To maximum $ investment return we shall search one or two stocks, explosive growth counter in-line with global growth and demand, we buy at rock bottom as only very few people discover the hidden gem !
We keep it for 2 ~5 years, our ROI will be easily 500% to 1000%!!!
2016-02-19 11:35 | Report Abuse
Read some on my past Ah Seng sharings, you can know more about ah seng and JNG9678 too!
Your $ return on ah seng will be far beyond your past selected portfolio!
2016-02-19 11:25 | Report Abuse
Icon8888, you also come in one leg for Ah Seng! Good lah!
If one day u icon8888 get chance to know JNG9678 and his selected portfolio, sure you ah ha ! ah ha!
Anyway we welcome positive contributor! Icon8888
2016-02-18 12:53 | Report Abuse
兄弟啊!
肥田大家要分享,
当然肥水不流外田啰!
好事一定!
一定好事!
2016-02-18 12:39 | Report Abuse
Chickmonk you hv done extra miles! Thank you, your routine and uptodate PV info to forumers here truly great benefial!
Momentum keep going!
Happy collecting Ah Seng !
2016-02-18 11:47 | Report Abuse
I trust Chickmonk can see what I see!
2016-02-18 11:46 | Report Abuse
After the effective dates ( 5 days averaging price for private placement done ) next week Tuesday,
personally I don't think that we can buy below 1.16 anymore !
It means after pp exercise done, Ah Seng will eagerly take cialis and Viagra again !
The "secret or why portion " you go think about it and find out why !
2016-02-17 09:41 | Report Abuse
Based on today price 1.20 and uncles JNG's >36 years techno-industrial know how and analysis
2016 rolling PE less than 6
2017 rolling PE less than 4
We think deeper , Ah Seng can buy or not ?
If we are long term investors, plus TS MD Mr. Loh KB set RM200M Capex
capacity investment for total 10 lines expansion 2016!
We buy, invest keep for 2 to 5 years!
Ah Seng changes your life and living standard!
Happy keep collecting
2016-02-16 21:53 | Report Abuse
Chick monk you hv JNG 5 likes
2016-02-16 17:35 | Report Abuse
Noobnnew Bro, Ah Seng is not my first pick !! Uncle was very successful in technology counters stock pick! You want to know in details? I3 is not suitable to disclose ! This oldman proven record > ROI 1000% within 3 years in KLSE bursa!
We must salute to Mr. Loh Kok Beng and his team , he is good even though he is much younger than me!!
2016-02-16 17:19 | Report Abuse
Desa, FYI it is not simple as abc to pack solar cell likes making mats. Sorry to say from your first comment or posting you are not techno-man! Not easy as a non techno-man to invest in technology company, unless it is God gifted!
2016-02-16 12:31 | Report Abuse
Skng74, you go into my postings on Ah Seng since day one. You shall know the secret of Ah Seng! In fact I hv tried my best to help the retailers or bilis to make $$$ from this Ah Seng! Sure JNG make also lah!
In summary by end 2016 Ah Seng will hv 10 lines!
Q4 EPS 4, Ah Seng only accounted for 3.5 lines! ( pls take note JNG is not the Ah Seng Insider, but is a techno-entrepreneur with 3 to 5 years far-sighted visionary!
The math will show you whole year 2016 ~ EPS, if you know the math of industrial production plan ( finish goods - inventory ) turn into $ receivable!
2016-02-15 18:53 | Report Abuse
My solute to group MD Mr. Loh Kok Beng and his team !
Today 初八,EPS 4 仙,旺旺興興利利發發發發!
Tonight 拜天公,Ah Seng will be Big Bang Big Bang 2016/2017 and beyond !!
2016-02-15 18:34 | Report Abuse
Assumption PVC biz NP maintained, one year of 2016, NP projects to be RM90M minimum!
Assumption after PP plus W-conversion, total Ah Seng 380M shares.
The whole year 2016 EPS will be 23.6 cent!
TP exit 2016 as below:
PE 10: price ~2.36
PE 15 : price ~3.5
Good luck to all of you ! Keep collecting
2016-02-15 18:23 | Report Abuse
Noobnnew n Chickmonk, congratulation to all of us ! We collect at low price! EPS up 100% up from EPS 2 cent to 4 cent ! Three week ago I only estimated EPS 3 cent in Q4.
With Q4, 4 cents, the solar contributed 14.4M,
Long story short, with JNG's today calculate Ah Seng production solar capacity to exit 2016, next 4 qtrs,
exponential/explosive growth
2016-02-13 08:54 | Report Abuse
Chick monk you are leader here, we need to update most accurate fact here right ?
2016-02-13 08:53 | Report Abuse
YKTay 1 you know half you post half and understand half and misleading yourself
2016-02-13 08:52 | Report Abuse
l. The decision, which is due to take effect on Saturday and exempts some Malaysian and Taiwanese producers, is the outcome of a probe that the commission opened in May 2015, as a result of a request by Bonn, Germany-based Solarworld.
Ah Seng is Malaysia real production factory.
Ah Seng will be exempted mean no levies TAX lah
2016-02-05 18:25 | Report Abuse
Hello ladies and gentlemen auspicious closing of TS 118, day day prosperous , 日日発!!!
Wishing all of you laughing all the way to the bank by end 2016!
Wishing TS BOD Happy CNY, 恭喜发财 and thank you for managing TS on the right track toward
explosive growth 2016 and beyond !!!
2016-02-04 07:44 | Report Abuse
今天是立春,
丙申年第一天,
祝您新年快樂,
旺旺大大發財!
德成PVC太 陽能成就駱家,
也成就我們小股東對TS的厚望。
丙火年,"TS Haut Haut Haut ONG"
2016-02-03 11:48 | Report Abuse
TS strong support. I can't rationale if can drop below 1.
Coming EPS ~3 cent
2016-01-30 11:55 | Report Abuse
WXGWXW, if my memory not wrong TSMC solar silicon wafer division already closed shop! The TS tech principal or technology partner is from Taiwan Solartech Energy ( 3561TW) listed .
The good news is TS private placement announcement on 29 Jan 16 to assist total additional 5 assembly Solar lines by end 2016!!!
In summary by end 2016 TS solar will have 9 assembly lines to suppor turnkey and consigned solar modules panel manufacturing.
Based on this week Edge reports Loh stated one line generates about Rev 100M yearly.
Just TS solar, revenue~ $900M, ~15% GP ( RM135M ), that is exclude the PVC business !
If you hv vision hold longterm investment 3~5 years, I can imagine the power of TS growth its stock value!!
2016-01-30 11:29 | Report Abuse
Ah Seng my neighbor, minimumly every week I visited Ah Seng! Really expanding like mad and crazy!
2016-01-28 20:30 | Report Abuse
WXGWXW, I hv no idea of Dnex how indepth of its solar biz model. For TS solar I am clear as I am TS's neighbor .
2016-01-27 14:16 | Report Abuse
JNG 9678 repost, you read below yeah!
Stock: [TEKSENG]: TEK SENG HOLDINGS BHD
Jan 19, 2016 11:10 AM | Report Abuse
Repost TS, the 2016 hidden GEM !!!
1. Late Dec 2015, Paris agreement signed on green energy on alarming global warming, to cap carbon emissions.
2. Late Dec' 2015 US government just approved the tax credit extension for another 5 years-2020
3. US Anti dumping policy enable Malaysia TS value position even more competitive than China/Taiwan manufacturers.
4. Solar PV is matured technology, an alternative to conventional grid utility electricity, it is cheaper in KW/h for end users.
4. TS Solartech Partnership with Taiwan Solartech, one of world solar PV and PERC leader in quality and efficiency.
5. The rapid expansion factory 2, can max capacity another 10 assembly lines.
6. Just wait for an explosive growth for TS solar 2016/2017/beyond due to exponential global demand and explosive growth !!
7. TS Solartech KLSE's potential listing 2017, who know right?
Good luck keep collecting for value and long term investment !!
2016-01-27 13:02 | Report Abuse
The two solar technology : PV and PERC both are converting sun energy and deliver power at day and night ! These are latest technology and it is cheaper than conventional grid electricity KWh.
First solar and Sun power both are US company and these two companies hv factory in Malaysia, but they are Ang Mo, and TS solar technology is first Malaysia Solar manufacturer locates in Penang!
2016-01-27 08:38 | Report Abuse
Oh ! my uncle Ah Seng, from this week to CNY, without Cialis and Viagra also up up up till mother can't recognize liau!!!
Yesterday I visit Ah Seng again the progress of factory -2 is very very impressive !!!
2016-01-27 08:34 | Report Abuse
Chickmonk thank you !!! You really a young dynamic leader!
Many who follow us, they all Huat huat huat liau !
The edge reported Validated by Loh, the new plant 2 can house for 10 lines! Which I posted in early Dec15.
In summary Ah Seng Maximum capacity is 14 lines. Factory 1=4 lines, Factory 2 =10 lines!
So the revenue peak will be Rev RM 1.4B, hohohoho !
JNG9678 need to retarget my original TP 1.5, 2.5 and 3.5 liau !!
Will share later ya!
2016 丙申年,丙火大陽也!太陽能非暴發不可!天意!
2016-01-25 12:54 | Report Abuse
Warren Buffett invests USD $30B in renewal energy.
2016-01-25 12:44 | Report Abuse
http://www.wealthdaily.com/report/3-solar-technology-stocks-you-must-own/1441
Warren buffet invested USD 3B for above 3 solar listed company.
2016-01-21 20:07 | Report Abuse
Super Good Chickmonk! Thumbs up up !!
2016-01-20 11:35 | Report Abuse
Current price 1.18,
2016 Est EPS, >16 cents
Rolling PE only ~7.5
In summary invest Loh !
Buy keep buy keep buy keep
2016-01-20 11:32 | Report Abuse
Hi guys, JNG9678 will monitor and share you up-to-date information/data of TS, if you know more detail accurate info kindly corrected, I will be much thankful.
Weeks ago, JNG projected TS wave 3- TP1.50 on the way, it is my assumption based on a whole year 2016, TS EPS will be> 16cents! It is very conservative 2016 EPS.
Current price 1.18,
2016 Est EPS, >16 cents
rmrolling PE
2016-01-20 11:17 | Report Abuse
VenFx, pls help follow the I3 guidelines, TS forum for TS
JHM D&O pls post to another forum.
It is ok to flag out once, but not so good flag out few times in TS forum.
Thanks for help. If majority forumers do the same as VenFx, what will be ?
2016-01-19 11:10 | Report Abuse
Repost TS, the 2016 hidden GEM !!!
1. Late Dec 2015, Paris agreement signed on green energy on alarming global warming, to cap carbon emissions.
2. Late Dec' 2015 US government just approved the tax credit extension for another 5 years-2020
3. US Anti dumping policy enable Malaysia TS value position even more competitive than China/Taiwan manufacturers.
4. Solar PV is matured technology, an alternative to conventional grid utility electricity, it is cheaper in KW/h for end users.
4. TS Solartech Partnership with Taiwan Solartech, one of world solar PV and PERC leader in quality and efficiency.
5. The rapid expansion factory 2, can max capacity another 10 assembly lines.
6. Just wait for an explosive growth for TS solar 2016/2017/beyond due to exponential global demand and explosive growth !!
7. TS Solartech KLSE's potential listing 2017, who know right?
Good luck keep collecting for value and long term investment !!
2016-01-18 16:59 | Report Abuse
Haha today JNG collected 200K copies 89 cents and below
2016-01-18 12:45 | Report Abuse
Yes, when drop we collect some, fundamental no changed just market sentiment too bad crude oil drop to 29 a barrel
2016-01-14 21:40 | Report Abuse
慧眼识 英雄,一眼就看出你是Salor Master.
当我们見面,您肯定必能接上洪七公降龍十八掌!!
Let's wait for 2017 !!
Stock: [TEKSENG]: TEK SENG HOLDINGS BHD
2016-02-29 09:59 | Report Abuse
https://www.dropbox.com/s/74frkxsuk93ogoz/File%20Feb%2029%2C%2009%2027%2015.jpeg?dl=0
Ah Seng is my neighbor, as promised I will hv progressive monthly update on Ah Seng !!
They work on Saturday and Sunday just to complete the factory soonest possible
for 300%, 300% production !