Congratulations to all the brave souls that continue to accumulate MTAG all the way down to the Low of 0.20 recently. The Best Is Yet To Come. Trust My Intuition ;-)

Watch it move :-)

It is just a matter of time that Star will unlock the value of its assets :-) Below 30 sen was exceptional value due to EPF & Urusharta Jamaah (Tabung Haji) exit. Company immediately initiated SBB at the rock bottom prices,

Patience. Trust my intuition. Accumulate when it is negative. Looks at the investment returns in all the Glove counters and LuxChem (since Low of 0.33) & Ruberex (since Low of 0.60) :-)

https://www.klsescreener.com/v2/news/view/660423

https://www.klsescreener.com/v2/news/view/660423

True or not ? 1 month NIL revenue for GenS with the high overheads in SGD ! The cash burn will be massive for gaming companies with the high cost component. GenM already NIL revenue for 1 month together with Empire USA and Genting UK.

Strong balance sheet with ample cash. I have been happily average down and accumulate all the way down to 0.33. An excellent penny stock to accumulate as Cash rich Company will definitely survive and benefit from Covid-19 situation in the medium/long term in addition to staying invested in Glove related counters.

I happily average down and accumulate from 0.36 all the way down to 0.20 :-) A good stock to accumulate as Cash rich Company will definitely survive and benefit from Covid-19 situation in the medium/long term in addition to staying invested in Glove related counters.

Strong Balance Sheet with ample cash. Management can move fast by diversifying into other supporting industries for healthcare PPE such as Ventilators, thermometers etc. instead of focussing on EMS & 3M Masks.

I just entered at 0.34-0.36 (eventhough EMS instead of glove related due to the perceived valuation) early this week & already need to average down at < 0.30 today :-)
Luckily, still have plenty of cash fortress for “bargain hunting” based on strategy of 50% Equities : 50% Cash strategy with majority portfolio weightings in Glove sector due to the onset of Covid-19.

Just spotted this penny stock gem today after detailed review of it’s profitability and Balance Sheet. With such strong Balance Sheet and IPO price @ 0.53, it is amazing to be able to buy in from 0.34 today. I have started to buy in from 0.34-0.36 to take position, which should reap bumper harvest in due course :-)

I made 3 rounds in SP Setia and are not even buying at current price ever since I switched holdings into glove related stocks at the onset of Covid-19 and increase cash fortress to prepare for bear market. Equities risk premium and volatility way too elevated in view of Covid-19 and plunging global oil prices.

The Great Recession has taught airlines & investors on how to prepare for bad times. With Covid-19, those that has built a fortress of cash will be able to ride out the storm. With hindsight, the 90 sen Special Dividend should have been maintained as the fortress of cash for AA.

Based on the exceptionally low dividend of 1 sen, negative impact from Covid-19 and political situation, current share price not attractive due to the high risk premium. Only equities worth to stay invested will be glove related counters.

Tedros urged a dramatic hike in production, saying WHO estimates the response to COVID-19 would require 89 million medical masks, 76 million pairs of examination gloves and 1.6 million goggles each month.

Stay Invested. Tri-Vaccine - SUPERman, BATman & TOPman :-) I rest my case.

Stay Invested. Tri-Vaccine - SUPERman, BATman & TOPman :-)

Stay Invested. Tri-Vaccine - SUPERman, BATman & TOPman :-) I rest my case.

Stay Invested :-) At 11 plus & 12 plus entry prices, dividend yield is double digit in this environment of low interest rate and we are not even factoring in the potential Capital Gain. I rest my Case.

There was a big window of opportunity to exit (as executed by EPF) at 1.30-1.35 range as no point in fighting against the tide in Aviation counter in view of Covid-19. This small gap is definitely closing as AA heads towards the penny stock status but more worrying is that real bottom yet to be reached too.

We are apolitical. Just focus on Covid-19.

We are apolitical. Just focus on BAT :-)

LoL. The IB (Affin Huang) hoping to accumulate at 11.50 as they missed the recent window of opportunity :-)

We try our best to guide newbies or even seasoned investors (all of us can have differing opinions and we can even agree to disagree) to the best of our ability although we might not be correct all the time. More importantly, in life, we will be happier if we always think Positive. Too much negativity will definitely be bad for our health.

EPF declared 5.45% dividend. BAT will be heading towards TP2 of 16 next Monday.

https://youtu.be/96aAx0kxVSA
Happy Golden Years via BAT :-)

Covid-19 already lasted long enough and the impact is already very positive for the glove sector for 2020/21. Even though vaccine will not be available anytime soon, it is important that the limited window of opportunity to contain it must be successful since it is beginning to spread outside China (Korea, Japan etc.) . If Covid-19 protracts, all industries/equities/economies will suffer due to potential business disruptions. As I said earlier, SUPERman & TOPman will begin the uptrend upon containment of Covid-19 and the positive factors (demand/pricing/USD strength) translated into actual QR results and good dividend yield as in BATman. IDSS/Day Trader will trade based on “noises” but Investors will reap the bumper harvest in due course.

No brainer investment - if you have a spare RM1m, where will you put it now ?
Using Worst Case Scenario Analysis :
33 sen/quarter x 4 = RM1.32/year in tax free dividend (not even factoring potential further improvement in results or RM1.55/year in FY2018).
An 8% return will imply a share price of RM16.50 and one can sit back and enjoy the tax free dividend every quarter. Only IDSS/Day Trader will adopt short term trading strategy.
If monies already invested at the low range of 11-11.5, one can just sit back and enjoy double digit % return every year and any Capital Gain is just an extra bonus. That was The One Moment In Time !

Exactly. Only old man like us have the luxury of time to invest and comment throughout the day. At the same time, we try our best to guide newbies to the best of our ability.

If tomorrow’s EPF dividend declaration is less than 5.5% (highly likely), I will withdraw and shift all my funds (7 digit) into BAT next week with much higher dividend yield.

@Wow123
SUPERman will have it’s day too. Today’s 1.59 will be History soon, Future Price Is Still A Happy Mystery at > 2 :-)

As I commented on 6/2, recent low of 10.22 is History, Tomorrow’s price Is Still A Mystery ! Congratulations to all the brave souls that accumulated aggressively between the price range of 10.22 to 11.40 recently. Yesterday’s 12.20 is also History, Future price Is Still A Happy Mystery !

100k Buy Q @ 14.34. Tempted to sell but I think I will keep the shares for my grandchildren. No thank you, by all the existing BAT holders :-)

Trust my intuition. I wouldn’t predict the timeline but we will see SuperMax at a reasonable valuation of > 2 in 2020 :-)

SuperMax has lots of Treasury Shares accumulated at the low price to be given out as Dividend/Special Dividend in 2020 :-) BATman starting to fly and time for SUPERman to follow too.

https://youtu.be/3wxyN3z9PL4
TP1 RM14 (Achieved)
TP2 RM16
TP3 RM18
TP4 RM20
Based on the Volume traded today, big Funds are “panic buying” today. Now, we brave Ikan Bilis that bottom fished earlier can just sit back and reap a bumper harvest :-)

https://www.malaysiakini.com/news/511656
My Tri-Vaccine :-)

All negative news already out of the way ... MSCI Global Index exit (expectation took it to 10.22 low previously) & illicit smuggling rate peaked. All Fund Managers need to rush in to buy at current price in view of the high dividend yield and potential Capital Gain. A must have stock for Funds portfolio for MSCI Malaysia Index weighting :-)

No brainer investment.
BAT main problem is illicit smuggling trade.
Due to Covid-19, VMY 2020 focus will be a real challenge and Government need to re-focus and zoom in on shadow industres (ie. illicit smuggling trade) to achieve 2020 Revenue target.

Special Dividend would have been possible if Government have managed to curtain the illicit smuggling (non-controllable by Management) rate to below 50%. I will definitely invest in a Company that have consistently shared approximately 90% of their profit with us via generous dividend payout. We can be certain that we will not be taken for a ride as their Corporate Governance Is Second To None.

https://youtu.be/s6T4DXRKYHM
PAT/Dividend will improve from FY2020 onwards as compared with FY2019.

1st. TP RM16 :-)

Based on the bad QR3, BAT was trading between 17 - 21 prior to the heavy sell down. With a turnaround in QR4 albeit marginal improvement, guess what will be the price range next week ?

My triple average down strategy at average cost of 11 plus looks like a real bargain investment price now :-) All the previous negative noises enable the accumulation at extremely low value price :-)

Analysed it on the basis of illicit smuggling % and the forecast going forward in relation to today’s closing share price of 12.20. The projected future profit & dividend yield, will give the guidance of future share price. When it was sold down to the recent low of 10.22, it was on the basis of lower profit/dividend and increased in illicit smuggling %. This QR is history but guidance to future profitability. Main focus is on illicit smuggling % and beginning to make curtailment inroads. YoY negative expected as illicit smuggling % cannot be reduced significantly in the short term. Not forgetting 2018 results can support a share price > RM30.

Personally, I think we will see RM20 sooner rather than later in Year 2020 :-) IBs/Funds plus Ikan Bilis will be panic buying from tomorrow onwards.

@investman1981 No worries. It is just a matter of time that you will recover your investment @ 15.50. In fact, your cost is low too & you will make $ too :-) My gain is quite substantial now & I am not selling as yet.

Valuation still cheap. One Moment In Time !

Trust My Intuition :-)