bonus TCS WA added,please audit if necessary dear admin...

hi bro..how to add in free warrant entitlements to the portfolio...for mine is TCS WA

Thanks Mr TAN..please amend the allocation to the below then

[1]Techfast-30%
[2]revenue wa-15%
[3]TCS-15%
[4]KIPREIT-10%
[5]aemulus-30%

i think is good for both for tcs and GNB

Good evening bro...can i still participate,if yes,my pick will be as below

[1]Techfast-35%
[2]revenue wa-10%
[3]TCS-10%
[4]KIPREIT-10%
[5]aemulus-35%

Dear admin,shall we credit the dividend our self?

https://www.youtube.com/watch?v=zGBvnkhK9dk&feature=youtu.be found an interesting video on serba..

Hi morning bro,i am in the reserved seat,thanks for reserving

My pick for 2020 will be as follow

KIPREIT 20%
UOAREIT 20%
GSB 20%
SNTORIA 20%
COMFORT 20%

Mnc big player seems to be applying “焦土政策” in which they are sacrificing retailers on its recent corporate exercise,but 此乃下策,如果十天前巩固mother 在一定范围,何来今日之局面

The up and down of the price is not within our control but with continue flowing in of order book,as long as INTA board take care on its costing and continue put in effort to grow the co either via turn to be a developer or tendering more high rise more aggressively,I dont see why INTA cant be another KERJAYA.Among Builders,except for KERJAYA,GDB and also INTA,I don see any was as efficient as them.GAMUDA,BPURI,AZRB etc was basically same segment with them anyway.

INTA should take only 1 rather than 3 CG projects to test the water and for risk management purpose (even though CG is a big group in CHINA).INTA and GDB is equally just that GDB has slightly better margin due to its involvement in high rise.From the horse mouth,they will slowly shift its focus to high rise as well benchmarking FUTUTECH

koko888 is one of the writer that I respect in i3,not because of his performance but rather the way he write and analysis,keep it up dude...

OCR WD is expected to trade in the range of 0.09-0.12,lets see

tattgiap Pa is a good tools for leverage,进可攻，退可守...but not at current price...

OCR PA holders is advisable to swap to ocr wd when its listed if you want to be in the ring...

Revised portfolio for 2017 contest as ocr pa less than 0.1

[1]BORNOIL 15%
[2]HIAPTEK LA 22.5%
[3]POHUAT WB 17.5%
[4]JOhOTIN 20%
[5]ASIAPLY 12.5%
[6]TGUAN 12.5%

to save the work of mr tan,I think it is good if organizer could allow each of the participants to key in his/her portfolio individually while mr tan and team taken an overseeing/tracking/monitoring role in the entries etc

Thanks for reserve the chance for me to participate in the competition again mr tan,my selection for 2017 will be

[1]OCR PA 27.5%
[2]HIAPTEK LA 22.5%
[3]POHUATWB 17.5%
[4]JOhOTIN 20%
[5]ASIAPLY 12.5%

In addition,hoping a good 2017 for all members as well.Cheers

Run!!!!!no run no chance!!!you must be kidding for me to run

Omg.i am simulating my actual portfolio weightage to the completion and thus overlook the 30% rules too?lucky I keep reading comments under here.

In order to cope with the 30% rules,mr tan can increase canone weight age to 30% by deducting from the over allocated one if sempat.

DUFU 40%
CANONE 20%
KESM 10%
FAVCO 10%
rgb 10%
gsb 10%

would like to participate in the competition,pls kindly add me in MR tan if slot available.

Can sell now and come back when the bear bear felt tire near CNY.Note is bear bear,not bear

Looking forward to start roaring soon.stay tune.Just keep buying more on this.

Very Good Result INIX.The whole picture/perception of investors over INIX will be change when next q result come out.Stay tune.

HI Paperplane,You have ask a solid quest here but this is a never end quest because investment is an art,we just visualize what we can see now (praying for higher probability).We cant assure INARI,VS as well as BAT will have better results years after years but pls see the price,the same go for KESM.

RUN,faster run,canone is dropping.You must dreaming for me to sell now,it is so hard for me to find a though horse,so easy for me to let it go?

Win or lose in the competition is does not matter as it do not reflect the real capabilities of particular player(it do to a certain extent but not all).Ie looks at Mr Ooi teik bee, his personal account should have more returns than posted here because he can in out several times while portfolio here is buy and hold for one year.The same also go for others players.

As long as we earning money with wide margin and keep on adapting to the environment,everyone will be winner.Cheers

Good result,surge beyond 20 is just a reflection of what you should worth.Cheers Bornoil

cashonhand your computation is same with what xiaoji siad?

Can buy more INIX.Directors comment have something that I am happy to hear.

Most of the co claimed to have a great vision but all stop at "lips level" but action shows the otherwise.Inix is talk and action was in line which I will give a credit to them although their fundamental not that strong compare to others.But I think they are sufficient to reach 0.125 and above,stay tune.Thanks Inix

What a good counter that waiting to be discover.Stay tune.

Hi Charles.You will at least breakeven (perhaps within 5 months) from now if you are patient,just that the opportunity cost.

hahaha,Fifi,no yet game over.No worry,the corporate exercise is not for fun bro.We just wait and see.Sometimes we need something more beyond fundamental as well (note,not insider news)

Fv of Inix should be 0.125 and above

Dear Fellow Friends,Pls do not put a high hope over Bornoil quarter result as turn around is not simple as Car U turn.I am satisfy with just a positive result.Remember,value investing is not only we need fundamental backed up but also others things.Bornoil is not a counter for punt and go.Expecting FV of 0.20 and above once dust settle.Stay tune.By the way,you can also eyeing on Dufu post dividend,FV of Dufu should be at least 0.75 and above

CANONE will be a good buy even at current price.Rosmah is target 5.2 while I kept mine at 6.45 thus both price also indicated that canone will be good candidates to ride on next year 2016

Yes,Yippy you are right.Although buying now is still consider a good bargain but I think we can be bit more patient,perhaps by h2 or h1 2017,we could see better position.

For hian949372,no worry.MBSB will perform more strongly once kitchen sinking is done.But no soon

Yes,MULPHA,PMCORP,MUIIND from Calvintaneng should be good buy now even at current price but I am not hurry.Do not forget about MPCORP as well Calvintaneng.All the above is consider asset play investment and I believe investors will be benefit from the above stocks.

But however,the normalization of interest will marked end to export stocks?well it might but I do not think it will for those fundamentally strong and demand based co like DUFU,KEMS and CANONE.

But anyway,thanks CALVIN,keep it up CALVINTANENG,I know many of the forumers here do treat your voice as unnecessary and even give you a big laugh on your opinion/picks,but I can see what you see.Remember,we are right not because many agree with us but because our facts and rational is right.Result will speak for himself.

I think your KBUNAI will have a good run within 6-8 months too as this is those stocks that 可攻可守

Conservatively speaking,FV KESM will at least finds its level at 6.45 no doubt,just be patient buddies.Moreover,pls remember to have a look over dufu as well for the spillover of tech industry.

Yes agree.Sign of mkt crash will be intensify H2 2016,but thats after I clear all my stocks.hahahaha

Do you blame the analyst of the IBs when their calls cant be materialized?Fundamental of the stocks is changing,if you cant make up your mind,then that mean you are not adaptive enough.The key will still the valuation that you give to your particular purchase and the another one is the price you pay,that easy.I bought zelan and Gadang almost the same time but I cut zelan and not gadang (in fact I averaging down Gadang from 1.75 to below 1.2) and till now Gadang have generate more than 70% for me within the period of one year.Why cut zelan?because my initial assumptions was wrong after as most zelan derived most PAT from write back.

Coming back to Jtiasa and Mudajaya,the fundamental was change.For HHRG,I need tell you that I and my team have made more than 1 fold within the period of one year as well as our cost is approx 0.39 before corporate exercise.Now when 0.82 post corporate exercise,with the anticipation of sustainable result (based on track record),someone make it a buy call,I see nothing wrong as prices is targeted to be move even higher until the last results come out.

Conclusion,which again the old rule,know your value and control prices.switch if your initial thoughts not valid,that simple.If you cant pick these up,I am sad to said that you are 难成大器.No one is perfect,mistake is unavoidable.

For now,I am bullish over DUFU,CANONE,KESM.

HI Michelle,I am looking forward INIX to reach its FV of 12.5 within 6 months.if the turn around proves successful and sustainable,INIX will be good for long term.Sorry if I have caused a confusion.

Gadang,mitra,hohup,and kimlun will be a good stocks to hold under construction but no chase

Inix is a potential turning around co but that's for long term.fv of inix should excees 12.5 conservatively.thus buy more and grow together with the directors.

Bornoil is good accumulate no more than 15 cents.fv of bornoil should range 20 and above.conclusion=can buy more now.cheers.

Eyeing 80-120 within 6 months.cheers

Dear Members

Why frustrated and Fainted?we should be happy to that and continue to accumulate as I am expecting that should be a revision in price tag.Cheers

Ireka WB is good to accumulate now.Cheers.

Appreciate your sharings FayeTan.Keep it up.Cheers

Go or not go through is not a matter as a shareholders for Puncak as we are bagging our golden eggs on hand now.Puncak water assets should push Puncak back to PE 8-10 as per normal valuation.Current unclear picture is indeed good for us to grabs more Puncak instead.Cheers.

林则行

Continuing collecting PUNCAK will be a good plan.

Can accumulate too superb99