Matter of time before ppl realise the shares are undervalued. Don't mind it being depressed for a while. I haven't bought enough yet

I've bought back magni last week. The worst is over

Gadang is still a good company. Bought back Gadang after reading they will do more aggressive marketing in property. The new national housing policy 2.0 out in sept will benefit Gadang ,

I've decided JAKS is not worth my time and effort. Those who have bought JAKS last week probably fall into one of these 3 categories :

1) Those who believe JAKS is currently 40% cheaper than what it was when it was trading at Rm 1.83 in mid Feburary, hence it is "cheap"

2) Speculators who were hoping for the court ruling in JAKS favor

3) The believers in the Vietnam project.

There isn't much info out there to truly evaluate the profitability of the vietnam power plant. I wont pin my hopes on it. Many things can go wrong in the next one year.

I've sold off all my shares in myeg last week after thinking about things. Their earnings visibility would be threatened unless they speed up their Philippines and indon venture.

https://www.thestar.com.my/business/business-news/2018/07/28/can-myeg-bounce-back/

https://www.thestar.com.my/news/nation/2018/07/29/best-to-revert-to-old-system-we-want-to-go-back-to-g2g-on-hiring-foreign-workers-says-kula/

If you want to win big, this is the time to buy in when everybody is selling. I have some regret letting go of my shares which I bought yesterday. Will use the weekend to study JAKS properly.

This is deja vu. reminds me of how Air Asia price tumbled a few years back dt short selling. Made a huge amount then. But AA's business is solid and understandable. JAKS on the other hand, feels shady. Will wait for RM1 .

Icon, you're contradicting yourself. Didn't you once mention not to pick stocks with a long gestation period? I've not scrutinised the Vietnam project. But A LOT of things can go wrong in 18 months

I've warned you about this company before. I tried bottom fishing earlier but got my fingers burnt. If you scrutinise the financial statements properly you'll realise that the inventory levels are even higher now and operating cash flows remains negative. Borrowings are higher, cash low.

Trade if you want, but don't put your money here.

Icon, I admire your balls. I love bottom fishing, but JAKS has crossed my risk threshold with all the margin calls. The price can swing hugely either way in the next few days. I'll stay in the sidelines for now.

Anything below rm1 I'm back in

not as dramatic as I thought. escaped with minimal losses. Haha

Once this whole saga is over, I think there's a great deal to learn from JAKS just by going through how things unfold in this forum - kyy selling a beautiful story, how people chased it to RM1.80, and how a subsequent selldown occurred just because of.. the multiple cash calls and a court case?

Bad news peeps.. Panic selling and margin calls definitely starting tmw

TM will drop tmw. I'll be ready to reenter.

shhh 1009.. dont give too many hints. I haven't bought enough yet

Disappointing quarter result! homeritz was in my radar but not anymore

No harm entering a little today. Let's see what tmw brings. All the best ppl!

Tkp : enter at 10% just before closing. Do the same tmw

bought more at 0.87. building up my Dsonic holdings. Hope the price don't fly too quickly. Their historical PER was 23-27. Still cheap now.

RSS guys. Those who want to buy do it just before closing. I'll be monitoring this closely. JAKS has become interesting.

http://www.bursamalaysia.com/misc/system/equity_market_statistics/securities_equities_rss.pdf

Don't worry. The share prices dropped post GE14 dt public perception that it is a politically linked counter. The management has clarified that during yesterday's AGM. Ben Ben has been buying from open market since rm1.

Profits will just increase after the Indon operations kick in. After RM0.90, there's no turning back

BOD diluting shares through ESOS, 3 cash calls in the past year even with rm1.83 million of cash /cash equivalent in banks, good Q4 result inflated by gain from land disposal in subang.

Fishy company, but worth the punt at RM1

I'll wait for another kyy margin call

I don't think hevea would gain from the US tariffs on China. In fact, things could work out against them.

50% of their particleboards are exported to China. And a US tariff on China particleboards will only bring down the prices of particleboards in China. As it is, there's already a particleboard price war dt overproduction in Thailand. Hevea has 2 make customers which give them 37% of their revenue. These customers might opt for cheaper options if China fail to export their particleboard.

They don't gain from the rubberwood export ban either coz the company consumes logs instead of sawn timber. And log exports have been banned a long time ago.

The RTA division and King oyster mushroom business have prospects though. I'm not bullish about this company but it is still worth watching.

Entire khazanah boards resigns. This might cause uncertainty among foreign investors.

The big boys are buying today.

Correction : JIM & JPM contribute 85% of their current revenue

Not exactly cash poor. But I've mentioned about the high inventories before. Their property division is not doing well. Revenue ytd dropped by around RM 50 million,but pbt salvaged by contributions from capital city.

What used to be their strength (construction) fared poorly this quarter. Still a good company though.

if you've studied Datasonic peers you'll realise that they are way ahead of their peers. Not only that, their services are cheaper as well. They are the best in the industry, so no reasons not to get more contracts with the government.

JAKS is starting to get interesting. I might actually consider buying this.

Not impressed with the results. Market priced in a good quarter result earlier. Took profit, will be back next time

The prospects are good guys

Tilly, don't be silly. Why earn small profits. Think big! Hold on and you'll be rewarded big time.

The price to pay for cancelling the HSR too high. I'm sure the negotiations would be a win win situation for both countries.

Bought more today. Gkent is worth >RM2 to me, so the price is still relatively cheap.

who here is attending the AGM? I'm willing to share my research and valuations about this company if you could attend the AGM and get insight about the company's prospects.

this is a good time to enter. I have become a Dsonic shareholder today

Those who sold at the analyst TP will be regretting

Moment of truth days away. I'll buy more if Gadang can show a good quarter result.

Fairtalk: I bought heavily at 1.08, sold some at 1.45. Bought back at 1.41 when I realised it wasn't going down further. Hoping gkent drops below my average. Want to add more

Once SST system comes in, it will be back to the glory days of RM2+. In the future, phillipines and indon will start contributing. Good news!

looks like the sentiments have shifted to the furniture companies. many of them undervalued. Grabbing some

JAKS will go up tmw because kyy has spoken. His words have the power to move prices.

*A good opportunity to cut loss and escape for those who are stuck here*

catch it before it shoots up to RM2. No turning back after this.

https://www.thestar.com.my/business/business-news/2018/07/21/pakatan-boost-for-technology-firms/

i wont take small profits anymore. Keeping long term

HSR is postponed, not scrapped

https://m.malaysiakini.com/news/434919

JAKS dying a slow death

Sold off today. Switched to construction stocks.

I'll top up if it drops below my entry price.