Just stop putting up a facade and trying to be the bigger person here la old man.

You think it's my first day knowing you?

Anyone who joined your group knows YOU WILL KICK ANYONE WHO DISAGREES WITH YOUR OPINION PUBLICLY (DON'T ASK ME HOW I KNOW)

So end up the group is full of members who lick your @ss for your senile ego boost

Shame on you old man!

Agree with @investmalaysiaa

the old man is truly a hypocrite with no integrity. On one hand, he advocates about watching the paint dry, but when his portfolio takes a hit then you'll hear him saying dividend la yada yada..

Ironically, he does sell his shares too! When he does so, suddenly he forgets about holding valuable companies haha..look at his pchem, after he sold a portion of it then he said he's too old wanna cash out for retirement lol.

While there's nothing wrong with cashing out, but what the old man portrays is a lack of integrity, he only uses the phrase of "watching the paint dry" to his convenience..

The song old man sings is dull and boring. When his positions are up, he boasts(overestimates) his ability in picking stocks. When his positions are down, he talks about watching the paint dry and the petty dividends he gets (of which is NOT enough to cover his capital gains at all). We all know the song you sing philip. As of this writing, he's down 700k, even then many others and I would like to think these are all made up, old man needs some ego boost to compensate his loneliness in his remaining years..totally understandable..

Old man avg down harta again haha..what are the odds that share price double fold in this business environment? The general consensus is low..actually impossible..drop more buy more..it’s fun to watch haha

HAHA! Exactly, this is one hell of an expensive paint. Thought you caught the bottom? Gotcha! You will pay a hefty price for your high ego.

Exactly, don't forget he lost a shit tonne on serbadk too! old man has got early onset dementia kot..hahaha

So....did oldman philip buy what he did not understand or he understood how bad a business is and still jumped onto the shit hole?

harta closing factory to cut down production line..downgrade TP 0.80..good luck oldman

@investmalaysia618 He is already in paper loss now. But I'm more inclined to believe this old man made up everything.

Philip (bought what he thinks he understands but lost his pants) 7.88!! Oh my goodness, didn't expect my pchem TP 7.8 hit today itself,approaching 52wk low. The support line is broken, next support at 7.6, followed by 7.4. Must be a dilemma to decide whether to take profit now and slapping own face of breaching own advocate or keep holding while becoming laughing stock on i3.
Either way it paints a really bad light on you old man haha!

I think we can stop at "typical old man". He's got no glory past to talk about. He probably made all these up..it's not real!

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
investmalaysia618 guess mr watch paint(wallet) dry is just another typical old man who likes to talk about past and share his glory days. market is changing rapidly. past performance does not equal future performance

13/07/2022 3:28 PM

Dah lah no wisdom, no class pulak aiyooooooo!!

You freely name whoever you interact with as "kid", that doesn't make you sound any wiser. If anything, it unleashes the egoistic and arrogant side of you.

But go on philip..if that makes you feel better..hahahaha!

I have all day long.. and yes, nothing better to do in life since money comes in every month, all I do is sit by the beach, sipping my margarita and enjoy seeing your portfolio slow bleed hahaha!

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
Philip ( buy what you understand) So says the loser who is hanging around my portfolio page with nothing better to do in life. The problem with kids like you is you look at the zeros as more important than the journey and the process. Obviously since you have no process or logical comparative analysis in your investment you have no portfolio. And thus you are forever always not doing well in your investment or losing money and try to bring everyone else down just to make yourself feel better. Very sad indeed, kids today are so fragile and trying to troll everywhere just to feel better.

What have you really contributed in life and in i3investor except to talk a lot of noises which don't make sense, and no results at all to compare your words.

Guess what, I do. And since the only thing you can do is troll, I feel pity for a child like you and will let you enjoy whatever you want to talk about.

Or how about this, better yet. Since you know how to talk so much, why don't you start tracking your own portfolio online here on i3 with whatever imaginary numbers you want and let's see how you do over time.

Looking at your performance, I think you can start with 100 million as a starting capital on i3 and "buy" whatever shares you want. Let's see how you do over time.

I promise not to laugh. Much.

13/07/2022 3:11 PM

There is none to learn from an ego-driven person, someone who probably fabricate a portfolio to gain attention. God knows he's just a guy who's stucked in rat-race, pretending to be a multimillionaire.

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
Sslee For whatever fault you may found with Philip, at least he is a gentleman running naked so that people can see and learn something new from his transparant portfolio/transactions and his dicision making process.

13/07/2022 2:07 PM

Ouchh! someone starts to bark like a mad dog making false assumptions..

Guess you must've REALLY been feeling the sting now as you see your portfolio sink in the deep sea of red hahaha!

I have all day to banter with you philip, whether I need an extra job is irrelevant to you, better mind your own TERRIBLE portfolio ;)

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
Philip ( buy what you understand) Much better than someone with multiple fake accounts and doesn't even keep any track record but find joy in trolling and arguing on investment forum. Waste of time. Please stick to your day job, you probably need to work 2-3 jobs.

13/07/2022 1:26 PM

Given the intense geopolitical situation and poor sentiment, it won't be surprising to see pchem share price drop to rm6.0.

I know right, those dividend meant poo given those HUGE capital evaporation.

This is only the start of petrochemical downcycle, looking at how drastic pchem share price is dropping, I think my previous TP 7.5-7.8 is too conservative, downgrading it to 7.3-7.5 in 1 month duration.

Honestly, your tracked portfolio is becoming more like a public joke..

It’s unfortunate that many people do not become wiser as they age, in fact their mind regresses. I suspect his is how you fabricate statements out of nowhere in defense to your helplessness in seeing your portfolio tanked when your ego is as big as your mouth.

It’s not about timing the market, but knowing when to not be greedy. It’s for this sole reason you’re sitting at a massive paper loss.

You don’t have to explain in length really, it just makes you appear more shameless than you already are, comparing yourself with the likes of Warren Buffett with 20% cagr, who are you geez..

Keep boasting here and belittling everyone else who doesn’t agree with you, you are putting yourself in really bad light.

Eh philip don’t assume everyone is foolish as you to HODL their stock position la. Ok la, since you sound so desperate to know about my position holding in said company, I’ve taken profit when it was hovering around 2.86-2.90, pocketing a handsome 43% profit. Whether or not you want to start buying has got fak all to do with me now philip.

Meanwhile, keep bagholding harta as you sit on a 51% paper loss now ok, the trend is down, any spike is short lasting due to sentiment.Petrochemical sector is about to start its downcycle, keep bag holding it so we can enjoy seeing pchem share price drop every single day ok hihihi..

But don't you dare selling your position, because then you'd be slapping your own face for "watching the paint dry" philosophy ;)

Let's see if mr.watch the paint(wallet)dry would cut loss. If he does, let's see if he got the guts to update it here. Will he vanish from the platform like how he crept in not too long ago? hihihi...

Watching the paint dry or watching the wallet dry? Your portfolio is officially in the red now, let the public be the judge whether or not you're just an overrated i3 celebrity,JUST BECAUSE you key in extra few zeroes at the end of your public portfolio value.

More downside to come, harta TP 1.50-1.80 due to poor mid term prospect and highly competitive sector.
Pchem..? looking at 7.5-7.8 near term due to high volume sell down..with poor sentiment in the mix.

QL valuation maybe can be sustained in the near term as it can potentially squeeze into fbmklci top 30 index. (though it still is overvalued IMO)

Before anyone comments on the lifting of poultry ceiling price, news just came in that new ceiling price will be announced soon. So..the poultry business owners are once again under the mercy of governmental policy.

Leveraging this comment section to elaborate further on why I'm not fond on the poultry industry in Malaysia- ceiling price set by the government basically capped the upsides of the sector, so any margin compression will lead to reduced earnings e.g labour shortage, minimum wage, oversupply of poultry products, logistics issue..etc..to make things worse, the poultry net profit margin is already razor thin to begin with. Nevertheless, dr.chia song kun has done a fantastic job in ensuring QL's earnings increase consistently during their early years.

Another perspective to view this, the so called "self-cannibalization" is another business strategy to ensure no other competitors can get close to destroying its moat. That is the beauty of economy of scale, when it's done right, the company eventually becomes a monopoly.

@Sslee The question to ask is not how many more, because they're mushrooming out at every corner in every taman. Management is certainly telling Malaysians, MANY MORE. The more important question to ask is, how can they utilize their brand name to create an ecosystem if you will for its horizontal expansion.

I’ll not touch ANY glove companies with a ten foot pole for at least 3 years until I see a clearer view of where the industry is headed to. (Despite knowing our worldwide leading position in the glove industry). In my opinion, the fundamental of glove industry has turned for the worse for obvious reasons many of you would have read in different analyst reports which I happen to agree completely with. That being said, I see further downside for the Malaysian glove players.

@Sslee I view lifting ceiling price of poultry products a move of double edged sword. We’re talking about business here, abrupt selling price hike will certainly drive demand down. With the impending risk of recession, will people still prioritize good quality of eggs over good price to value proposition? QL eggs selling price has always been higher than its competitors, if I intend to reduce grocery expenditures, I couldn’t care less about the tiny extra omega3 nutrients in my eggs, hence I’d pick nutriplus (layhong) eggs over QL anytime.

Make no mistake, I like QL as a company but I would like to stress that it is extremely overvalued for the growth it has posted in recent years. (That's why I keep emphasizing, a good company does NOT equal to a good investment).

For the same range of PE (though different sector), I'd rather bet my money on MRDIY (for example only, no buy call) for its net cash company turning potential AND not affected by seasonal changes as with QL. Vertical and horizontal growth potential for MRDIY is higher as the company is still in its infant stage of growth.

@isupertrader

The bear market has rendered many companies sold at attractive valuation now from small cap to bluechip companies.

Risk management is extremely important. I'm capitalizing this opportunity to buy my way down on blue chips (approx 70%) while allocating another 30% in small-mid cap companies with a horizon of 5 years.

About 15-20% cash in hand for emergency deployment.

I'm overall optimistic in Bursa as I still believe in the economy of Malaysia.

Sector wise? I'm still long on commodities as I view current war tension to persists for at least another year (albeit knowing prices of various commodities have calmed down now (but it's still way higher than say pre-covid era) and bearish on "tech" stocks due to its rapidly evolving nature of business)

If you insist on using a condescending tone when communicating with people, there's no sharing to begin with. It's you trying hard to shove your idea down people's throat. Scroll up and read back your own comments readers will realize this whole thread is one sided - of you trying to convince the rest of the world your stock positions are the best, and closing your ears while doing so.

Exactly, there's nothing personal here, it's all revolving around investment and the rationale behind his decision making - which is foolish in my opinion. There's a saying that goes: " if you cant stand the heat, then get out of the kitchen ", fits perfectly in this context. If someone has the audacity to display his portfolio in public, then be ready to face disagreement, it should be expected.

I suspect philip is using fake account to self defend his poor investment decision. Anyway, the public should take what’s on this forum with a pinch of salt. It may very well just be a facade.

When share price up he starts boasting about share price up, when share price down he will say don’t look at share price but look at business. What a hypocrite you are philip!

Philip needs to learn that a good company does not equal to a sound investment.

It's all about what you pay for it.

You can invest in the "best" business in the world and still lose money. That is why Philip lost his pants over transmile, and now is losing his pants over his SerbadK, Harta and Yinson position. You can't teach an old dog new tricks.

Mark my words, in this raising interest environment with pending OPR hike, QL share price has more room to drop.

Drop more buy more..buy until his underwear also drop hahaha

Fully agreed with @investmalaysia618

I'll not touch QL with a ten foot pole given its current valuation..

will consider QL when it's selling at 4b market cap, even then i'll buy solely because of familymart

To add on regarding positions investors have held onto since 90's, of course..of course...we sold it at a handsome profit and not bagholding like you hahaha...

You can justify all you want about your holding positions, but the public knows you have the tendency to defend an overvalued company just because you have vested interest, and make subjective claims that the companies you hold are the BEST in Bursa.

Also, please do not assume everyone holds tech stock in their portfolio. You do not know investors here have how many holdings that they held onto since the 90's.

If you have the audacity to show your portfolio publicly then be ready to accept critism, because not everyone has to agree with you.

So much so proudly claiming to have courage to display your portfolio, who knows who's the guy behind the grid? Any tom dick harry can create an account and claim to have any amount of portfolio.

QL is just so overvalued no matter how attractive the story is. A conglomerate with stagnated earnings selling for 50 times earnings just doesn’t cut it. He just got lucky for buying pchem when it was near bottom.

It seems your stock picks also so-so only hahaha

Now you not only watch your paint dry, but watch your wallet dry too hahahaha!!!

Good qr, already qoq up 2 consecutive quarters..revenue getting higher too

Q4 usually released btwn 25-27th..this time will be 28th I guess

@auditorandconsultant

luckily no one bought into your bull crap, I hoped. Tuneupro QR like shit, I never bat an eye to this crap company before. My conviction to Tguan for a holding period of at least 5 years remains. Looking forward for a record high profit.

@ccy123 how you know? Got proof? How badly was it affected? Are you vested in the company?

The ones correlating oil price to resin price to tguan profit is first order thinking. They don’t know tguan can pass on the ASP to customers and they got good inventories management.

Auditor wanted to wait for 2.0 hahaha! Need to dream on already, the rest of us who held on all these while laughing to the bank (though I’m not selling, my holding period 5 years onwards if the story doesn’t change, this company is a potential multi bagger

many employees don’t follow the stock market, so to them as long as current price higher than esos price they will sell to earn the spread. But investors can take this opportunity to add on position as company is gonna make higher profits in future

Sometimes just feel quite disappointed with this company share price movement and the possible reason behind its share price drop. I feel theres just too many ESOS in this company..ang poon khim as been disposing the shares like its trash consistently..while scgm and scientex keep rising…sigh..

Dropping for no reason..pengerang phase 3 started operation, oil price 70, QoQ profit increased for 3 quarters consecutively..