请教高手指点迷津：为什么有些公司fair value gain 算进EPS，但Hexza这一季投资的股票赚的18mil没有。呈报的NTA也好像不对，。

8mil

Yup, HEXZA the best cheapest way to own some already skyrocketed tech stocks! You see what you get it now, after that, no more!

Hi, FYI. Got this from above, with some updates.

Apple: 40,000 * 381.37

NVIDIA: 21,000 * 408.64

Facebook: 25,000 * 243.58

Alibaba: 5,000 * 257.68

Apple
Dow rises more than 150 points as Apple hits record, leads tech higher
https://www.cnbc.com/2020/07/07/stock-market-futures-open-to-close-news.html

NVIDIA
Nvidia surpasses Intel as largest U.S. chip maker by market cap
https://www.marketwatch.com/story/nvidia-surpasses-intel-as-largest-us-chip-maker-by-market-cap-2020-07-08

Facebook
Facebook Stock Hits Record High Amid Ad Boycott
https://www.thewrap.com/facebook-stock-hits-record-high-amid-ad-boycott/

Dow Jones Pares Gains; Apple, Alibaba Rally To New Highs
https://www.investors.com/market-trend/stock-market-today/dow-jones-pares-gains-apple-alibaba-rally-to-new-highs/

How much are these stocks worth for HEXZA? Knowing the above, what would happen to its share price?

Hi, FYI. Got this from above, with some updates.

Apple: 40,000 * 364.84

NVIDIA: 21,000 * 379.60

Facebook: 25,000 * 235.68

Alibaba: 5,000 * 222.16

Wall Street firm says Apple could surge another 18% - and even be the first company to hit $2 trillion market value next year
https://markets.businessinsider.com/news/stocks/apple-stock-price-target-raised-hit-trillion-valuation-next-year-2020-6-1029342701

Stock Market Today With Jim Cramer: Buy Nvidia Over Intel
https://www.thestreet.com/investing/stock-market-today-with-jim-cramer-nvidia-beyond-meat-nasdaq

All of the above almost reach historical high! When will HEXZA go since its historical high of 1.49 on 13/5/20?

haha, it depends. I would go in now if I knew the result is above expectation. Any insider news?

Ok, read the related news and announcement from Bursa that the hearing of payment claim has been adjourned to 18 December 2019. Of all the positive factors we know as of now, it should be doing well in 2020. And hopefully its share price would jump then.

Agreed! But the question is: when it will jump?

Tq for your article! and tq for using my idea. Look like we're on the same boat now. Hope you bring us to Thailand!

是的， 看来现在应该是准备要偷鸡的最好时机了。我想原因有三：

一，上一次业绩出炉，看左边的，应该是偷鸡不到亏把米，大部分都走了。股价高峰回调，已经反映当时的业绩了，要走的，应该都走到七七八八了。

二，上一次业绩出炉，看右边的，应该都还在。说不定还一直在持续买进。为什么不卖？为什么还在买？2017财政年跟往年比较，公司亏钱吗？赚少了吗？股息如何？现金/资产素质？前景如何？重点是要理解为什么公司第三、四季度业绩变差了。我觉得明白这一点的人不多，应该是一般的典型价值投资者。

三，股息五分钱就快要宣布了！手头上有票的人，知道的人，有谁会在这个时候卖？

结论：跌，应该是不大可能的事。So，剩下的机率应该就是...?

是的， 看来现在应该是准备要偷鸡的最好时机了。我想原因有三：

一，上一次业绩出炉，看左边的，应该是偷鸡不到亏把米，大部分都走了。股价高峰回调，已经反映当时的业绩了，要走的，应该都走到七七八八了。

二，上一次业绩出炉，看右边的，应该都还在。说不定还一直在持续买进。为什么不卖？为什么还在买？2017财政年跟往年比较，公司亏钱吗？赚少了吗？股息如何？现金/资产素质？前景如何？重点是要理解为什么公司第三、四季度业绩变差了。我觉得明白这一点的人不多，应该是一般的典型价值投资者。

三，股息五分钱就快要宣布了！手头上有票的人，知道的人，有谁会在这个时候卖？

结论：跌，应该是不大可能的事。So，剩下的机率应该就是...?

another excellent article from Bugle. I like the idea: curi ayam or bela ayam for the telur, hahaha. few months back when the price was at high RM1.20, that we may call it "偷鸡不到亏把米”。Now at about 90 cents, 偷不到鸡，买几只回家养，因为鸡蛋就要出来了！

"该商场供应商就是一家名为WGN创意先锋公司，该公司的主席是一名曾经代表巫统上阵的前政治人物。"

新闻内容这边copy一点，那边copy一点，前面加一点，后面加一点，也看不到有什么重点。这样水平的文章也敢在此以以为很了不起的标题刊登出来：“玩具反斗城反了", “反了”？虽然在此发表文章是FOC，你觉得有权利发表，有必要在此表达类似看法，但发表前THINK一下啦！Google: think before you speak https://www.google.com/search?rlz=1C1CHBD_enMY744MY744&biw=1600&bih=721&tbm=isch&q=think+before+you+speak&sa=X&ved=0ahUKEwiV8cP-3JLWAhXEpY8KHdgVBwQQhyYILA
不然，浪费资源就不好。

[转贴] 一天1令吉赚回11种福利 PTPTN优惠大放送

"所以，别再以为PTPTN只是在追债咯，看懂了，学会了，你也能从PTPTN那赚一笔呢！下期我们再教你如何成为代理抽佣金。"

看了标题，随便望下，看到以上开关引号的句子，心想：真仆街，一块钱都不放过，乞丐都不如！

什么！政府部门将多人做工还需要代理？迟早仆街！

“不可否认，政府致力于打贪，但是，依然无法完全清除所有的害群之马，为了不再荼毒国家未来的栋梁，政府不妨考虑，加重贪官的惩处，可以把中国作为参考的对象。”

“贪官”，贪的人都在里面，怎样打贪？

“独立一甲子 = 独立60周年”， 一流的文章！

"不久前，政府提出TN50国家转型计划，作为2020宏愿的延续，可是这项计划自去年10月提出至今，依然面目模糊，没几人说得出，到底TN50的重点有哪些？"

"大马独立60周年，政府提出未来30年的新愿景，往前看的时机确实刚刚好，可是回头却是满目疮痍，则让人不那么好受了。"

2020宏愿 <-- --> TN50， 什么？为什么？几时？什么时候？谁？如何？
一个为了解决问题而提出来的假想宏愿，另一个或许连问题是什么都还搞不清楚。
那问题是什么呢？男女老少，衣食住行，政经文教，生老病死，问题一大堆，问题无处不在，问题的根源在于“人”！来个“鸡死S地”，问题变得更加复杂。我的问题我一定会要去解决。你的问题难道期望他去帮你解决！那大家的问题谁去解决？上面的人不会做，做不来，做些不三不四事。下面的人不想做，不会做，做不来，做不好，最好是你来做。这并不意味着所有人都有问题。但有谁没有面对问题？或许现在的问题是大部分人都还没意识到问题的严重性。没有问题是解决不了地，我相信。我改变不了的，唯有改变自己。但我相信未来，不逃避，不气馁，因为未来一定会更美好！

“值得注意的是，也有12.8%的人甘冒被銀行罰款的風險，完全沒有償還卡債，連最低還款額也不願意繳付。”

“12.8%的人” of xxx or 几多人？这部分用信用卡的人真没信用！想象这部分人对社会，对国家的影响。。。

个人欠债，个人没能力还债，个人仆街，那是个人的问题。曾经发生过，个个个...个人的问题导致某某银行...导致某某国家... then仆街。

政府欠债，...为了发展，为了制造更多的就业机会给人民，为了选票，为了某某人/某某集团的利益，欠更多的债，欠债被理所当然化，还人头税被法律规定为个人义务（还,是责任;不还,就犯法。还了杂卡，还要还税，真不公平！），来个鸡死S地说是国家救星，庆幸还有很多国人当救星，不介意，不在乎，甚至有些认同，辩说应该，爱国等等。

Thanks for sharing!

"现金方面， 集团手握 RM 13.745billion. 对比去年， 少了 2.63%。 债务方面， 集团有 RM21.286billion, 对比去年， 多了3.18%。Bond 方面， 集团还有 RM15.776 billion."

So net debts = RM23.3b! At RM1.42 per share, YTL latest market cap = RM15.38b.

"股息方面， 集团进行派发跟去年一样， 9.5仙。 以股价今天来算， RM 1.42 (26.07.2017), 就有 6.69%的周息率."

Ya, 股息还不错。报纸时常有讲YTL和YTLPOWR有多少百亿现金，有些有买股票，老一辈的安哥安娣都说是好股。

喝杯茶竟让美国独立？/胡逸山

这标题有个问号，所以它是一个疑问题。这个疑问题读起来好像有点问题。“喝杯茶竟让美国独立？”！是逻辑问题？还是我的理解能力问题？还是。。。？

Ok， google一下，找到“1773年，通过了茶税法，引起波士顿倾茶事件，这也是这场战争的导火线。” 问题在于一般读者应该无法理解作者想要表达的想法。

把复杂的东西简单化，你不方便讲，我猜，重点应该是“GST也有可能会是导致政府倒台的导火线。”

如果加上1Malaysia, 1MDB, BR1M, PR1MA, FGV and... 您说呢？

"幸福是自家的事，是要自己去争取和创造的 ，不要期待政府或其它单位会为您的幸福着想！"

Ya, thanks for sharing!

Btw, 多谢一马发展公司 http://www.orientaldaily.com.my/s/208701

What's the purpose of your "article"? No substance, no viewpoint, no value. Wasting people time and unpleasant. Is that all you have? LOL!

看来亏钱公司的资产真的不值钱。
看来有人选择壮士断臂，砍手砍脚砍头，手起刀落，砍了一了百了，没眼看。
看来好几间油气相关公司好像要仆街了。

我在想到底谁在卖票：是志愿地，被逼地，还是特地地？
我在想到底谁会在这个时候买票。。。

谷歌这个 "每股RM5.30溢价19% 国油私有化马国际船务", 或者会有不同的观点。

Some basic facts:
1. 29-10-2010: IPO, retail price = RM3.61, institutional price = RM3.80
2. 29-10-2010: 1st trading day, Open=4.12, Low=4.12, High=4.69, Close=4.51
3. All time high on 17-06-2011, RM8.82
4. All time low on 02-08-2017, RM0.72
5. 52 week: Low=RM0.72, High=1.16

Top-30 shareholders = 92.07%, As at 20 February 2017,
MISC BERHAD 66.5%
TECHNIP 8.5%
LEMBAGA TABUNG HAJI 6.69%

More Questions:
From RM8.82 on 17-06-2011 dropped till RM0.72 as of today:
1. How low will it go?
2. Is there anyone gain from it?
3. If no, can we say that all are loser? Whose fault? Whose problem?

In conclusion, to make a long story short, 跌到阿妈都不认得，斩又不是，补又不是。从来没有看过降仆街的国油子公司！

2 questions:

1. NTA increased from 1.58 to 2.11, how come?
2. 赚钱公司的资产值钱，亏钱公司的资产不值钱？

Cash + financial assets = RM150 mil + other assets ===> Net assets per share = RM1.20
The value is there, how much are you willing to pay for it? Btw, now can get it at price <= RM1.00!
With expected dividend yield of about 4.5%, how low/high can it goes?

Ya, I said: "nah, take my money."

哈哈，没多说。您的宝贵意见真让我感觉有点开窍！您的文章和您刚说的，就好像我想不通的一个疑问。我想我大概知道应该如何处理。谢谢您！

一流的文章！但又有多少人能够明白？给它压下来，panic selling那种，还有谁敢买？之前那些一而再，再而三喊买的应该都走了。只可惜你不是大户。只可惜我不是大水老，要不然一定找你做军师。真的“恨铁不成钢”！

haha, I'm a warrior, ready to fight, fight with best weapons, fight with the spirit that I'll win in the end. With luck with me, sure win. Worst come to worst, wait for another 3 years.

Now is the battle show between fundamentalists vs Short-sellers/sharks, not an issue whether it's undervalue or what.

Hooiyu, sifu sudah mari. Hope this is the best timing. Huat ah!

That Super Sing Kar Leng is just trying to make noise here. If your read back all his comments, his intention is quite obvious lah. He has no Hexza shares and wanted to buy back at cheaper price, that's why all the negative comments came out these few days. Really SKL, hahaha!

Anyway, got people thank him also. I also wanted to say thank you. Btw, result may come out anytime soon, if not this week, sure next week. Good or not, I don't know. But I'm thinking to buy some more. Wish myself luck! Wish all shareholders good luck!

It looks like no more head to be cut, haha! What next? SKL is just a SKL, a real SKL. LOL!

I think SKL is just trying to make noise here. If your read back all his comments, his intention is quite obvious lah. He has no Hexza shares and wanted to buy back at cheaper price, that's why all the negative comments came out these few days. Really SKL, hahaha!

Like that ah, got to buy some more next week. Btw, where r those big names like kcchongnz, Icon8888, Bones, 糊涂, Gainvestor, ect, Just curious to know whether they are still here. Quietly collect or no more interest here? I guess if the former is the case, there might be some big shows later on.

“我这个赚不了， 不就去找其它公司赚回来咯， 就是这么简单， 何必那么复杂“

Luxchem, Samchem, Ancom, Nylex, CCM and Hexza, 有做功课的，看基本面的，心里有数。

1.14, I don't want. I want 1.13, if cannot get it, and then go back to 1.18, I also take. Hari Hari Huat!

1.18, nice numbers, great! HUAT ah! Wish all shareholders HUAT ah! when QR out, 1.28, by August 4th QR, 1.68. All shareholders HUAT ah!"

Hi, can someone please help to make it close at 1.18? Yes, 1.18. TQVM!

"great! now quite a lot people see value in it. TODAY new high 1.18, when QR out, 1.28, by August 4th QR, 1.68. All shareholders HUAT ah!"

Hi guys, don't you see that somebody are collecting it these few days? After today, no more 1.1x. If result out today, then we'll see a jump in its share price then. Hopefully!

Last year 3rd QR released on 12/05/2016 with EPS=0.6. This year?

Solid counter! Still hoping to drop few more cents for me to collect some more at cheaper price before the result coming out. Dump some more please!

haha, almost all readers here know, just the one who dump these few days seemed don't know. No more share to dump? If so, then you know what will happen next. Again, are you ready?

Just drop that few cents, no big deal. What reason to dump? Want to scare people, dump 9696 lah! Still a lot people queue there to buy, dump more and make them scare lah.

getting more interesting. when the big one dumps, all the small ones are scared, and might follow. Big or small, dump lah! Dump some more and make it cheaper. I'm getting more excited!!!

Ancom and Nylex both released good results, now flying high. Huat ah! Next will be Hexza's turn. Believe it or not!

yes, no worry. despite lower revenue, lower profit, lower dividend, lesser cash, lesser assets, and lesser reserve, the share price is still well supported. Well done supporter!

engine just started, more to come! go!go!go! Up!!!

Interesting! Got people want to sell, got people want to buy, volume increased. Look like wanna goreng liao. Watching, will jump in once 1.11 is cleared.