Sslee

Sslee | Joined since 2016-08-31

Investing Experience Beginner
Risk Profile Moderate

Emotional Introvert Most defining characteristics: You are sensitive, melancholic and a perfectionist. You are a very emotional, caring and dedicated person. You believe that there is a bigger picture in life, one that we can’t really see, but we can feel. You are very compassionate, strong minded

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Summary
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5,384
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User Comments
News & Blogs

2024-03-23 16:58 | Report Abuse

Then why jaks LSS4 is till lose making for the last 2 quarters?

Stock

2024-03-23 16:46 | Report Abuse

The world has changed and with easy access to information and you are now competing with fund managers, sharks, billis, even with cumputer programe trading software and maybe AI in the near future.

So the only rule now that still valid is you can't afford to lose 50% of your capital. Set your cut lose level and also minitor your winners are the micro and macro conditions going to against it, then you better take profit before your paper gain become paper lose.

You can always keep cash and wait for the strom to blow over before reinvest again.

Stock

2024-03-23 13:34 | Report Abuse

If inari continue going up then I think Insas will also follow provided Mike-tikus do not come to Insas forum and hang his big slanderous banner.

General

2024-03-23 13:18 | Report Abuse

If the entire (cooked) length of instant noodles sold around the world in a single year were laid out in a line, the resulting 6.2bn kilometre giga-noodle would stretch well beyond Pluto and into the depths of space. It is a fact as miserable as it is marvellous.

Instant noodles sit among the most potent weapons ever devised in the unending struggle against starvation: a product that towers, among processed foods, at the extreme value end of the cost-per-calorie scale and which its makers now proudly classify as a piece of “social infrastructure"

This ready-to-eat grub, pioneered in the late 1950s to feed a ruined Japan in the protracted aftermath of war, takes the prize for being cheap and fast, but delicious.

And yet, precisely because of those qualities, the rising demand for instant noodles can look a lot like a societal and economic red flag — a signal, especially in developed countries, that something has broken or is at least under severe strain. They are an index of the primacy of need over greed in straitened times.

On one hand, if you can suspend judgment on the health risks associated with high-salt, ultra-processed foods, as most instant noodles are, there is something to celebrate in the relentless en-noodlement of the global diet. Particularly so for two Japanese companies, Toyo Suisan and Nissin Foods (whose founder invented the product), which have significant positions in a global market that analysts estimate to be worth north of $54bn. 

In 2022, according to the World Instant Noodles Association, humanity collectively bought a record 121bn servings of instant noodles — some 17 per cent more than in 2018. In countries as diverse as Nigeria, Bangladesh and Turkey, the surge has been far more acute, with increases ranging from 53 per cent to 425 per cent. That represents instant noodles doing their thing: rising from the shelves to provide affordable and durable calories to inflation-hit masses.

News & Blogs

2024-03-23 13:04 | Report Abuse

Selling 10 sen item for RM 10. It sound like the old Bursa where people chase penny/worthless stocks to RM 10 or even RM 100

Stock

2024-03-23 12:54 | Report Abuse

I am also suprised why AAX did not get any debts restructure award of the year for paying 0.5 cent for every dollar owed.

Hopefully capA will get an award of the year for the most innovative and ceative way to get capA out of PN17.

Capitalize capA future earning by listing CAPI in US and then tranfer all the debts in aviation to AAX (under pretence of consolidate all airasia aviation busineses to AAX)

Stock

2024-03-23 12:24 | Report Abuse

3iii is very lucky to be born at the right time, right place and with right parent thus can have spare money to accumulate all those blue chip companies long ago at a very low cost to him.

Me a bit unlucky, had to work very hard to raise a family and take care of parent then. Only in recent year have some spare money to invest and thus must be very alert/careful when and what to buy and when to sell our holding. (To people like 3iii we are just trader and not an investor)

News & Blogs

2024-03-23 12:13 | Report Abuse

And then KSL profitable company paying the controlling shareholders 3 brothers as executive directors (now appointing their daughter as executive director) more than RM 10 million each but just refuse to pay any dividend to shareholders.

News & Blogs

2024-03-23 12:06 | Report Abuse

I just cannot undestand why Bursa SC allowed LTIP share grant.
Look at jaks what had BOD and management had done to deserved multi- million LTIP free share grant?

(i) Based on the total number of issued Shares of 2,369,850,544 as at LPD.
Since the Effective Date up to the LPD, the Company had granted 174,154,760 Shares pursuant to share grant plan of the LTIP in the following manner:
Eligible person(s)
Total number of Shares granted pursuant to share grant plan
(‘000) (i)%
Directors 120,456 5.08
Key senior management 47,913 2.02
Other eligible employees 5,786 0.24
Total 174,155 7.34

Stock

2024-03-23 11:52 | Report Abuse

This is because MAS reset it Balance sheet with a debt restructure whereas capA Balance Sheet is a total disaster.
31/12/2023: 31/12/2022
RM'000: RM'000
Total equity: (10,469,461): (9,516,958)
Shareholders' equity: (8,710,574): (5,725,093)
Net current liabiliaties: (12,507,207): (8,509,066)


Malaysia Aviation Group Awarded the ‘Restructuring Deal of the Year’ Award at The Aviation 100 Deals of the Year Awards 2022
13 MAY 2022|MALAYSIA AVIATION GROUP
KLIA, 13 May 2022: Malaysia Aviation Group (MAG) has emerged as the winning entity for ‘Restructuring Deal of the Year’ at the Airline Economics’ The Aviation 100 Deals of the Year Awards 2022 following the successful restructuring exercise, which saw the Group reduce its liabilities of over RM15 billion and eliminating RM10 billion in debt mounted from decades-long issues of its balance sheet.

Stock

2024-03-22 18:31 | Report Abuse

Mike-tikus,
Did you read the intend used of cash call PP?
What will happen if jaks do not pay the RM 33 million repayment of its existing facility?

(i) As per the Announcement, the Group has earmarked up to RM33.00 million of the proceeds from the Proposed Private Placement for the partial repayment of its existing facility, in the manner set out below:
Facility Bank Purpose of borrowing
Interest rate (% per annum)
Principal amount(RM’000)
Tenure
Total amount outstanding as at LPD(RM’000)
Proposed repayment(RM’000)
Term loan Great Eastern Term loan provided to part finance the development cost of a 4-storey shopping mall known as Evolve Concept Mall
6.0 250,000 10 years 211,418 13,000

Term loan Maybank Term loan provided to part finance the acquisition of a 4-storey commercial property known as Pacific Towers
7.4 100,000 10 years 73,635 10,000

Letter of credit / Trade financingAl-Rajhi Banking & Investment Corporate (Malaysia) Berhad
To facilitate and finance local purchase/ importation of raw materials/ trading goods relating to Company’s principal line of business
6.5 40,000 N/A 22,500 10,000

Stock

2024-03-22 17:52 | Report Abuse

The RM 2.36 is the PP

Financial Year
Subject Rights Issue
Type RightIssue
Description RENOUNCEABLE RIGHTS ISSUE OF UP TO 858,365,418 NEW ORDINARY SHARES IN YHB ("YHB SHARES" OR "SHARES") ("RIGHTS SHARES") AT AN ISSUE PRICE OF RM1.41 PER RIGHTS SHARE TOGETHER WITH UP TO 367,870,893 FREE DETACHABLE WARRANTS IN YHB ("WARRANTS") ON THE BASIS OF 2 RIGHTS SHARES FOR EVERY 5 EXISTING YHB SHARES HELD AND 3 WARRANTS FOR EVERY 7 RIGHTS SHARES HELD AS AT 5.00 P.M. ON 27 MAY 2022 ("RIGHTS ISSUE")
Amount 2.0000 : 5.0000
Ex Date 26-May-2022
Entitlement Date 27-May-2022

Stock

2024-03-22 17:47 | Report Abuse

Mike-tikus,
50% in value stock capA
50% in high risk stock Jaks

So MrFox is right, where he got $$$ to buy!!!!!!!!???

Stock

2024-03-22 17:38 | Report Abuse

Why red today?
It must be Mike-tikus forget to put in last minute buy order at 0.155

Stock

2024-03-22 17:05 | Report Abuse

Mike-tikus you better pray jaks PP go through otherwise if jaks default on bank repayment of RM 33 million thus trigger all bank to recall the outstanding loan then jaks will go bankrupt immediately.

Stock

2024-03-22 16:24 | Report Abuse

Any SBB will trigger 33% MGO threshold thus Dato' Sri Thong need to table a SBB MGO waiver for shareholders to vote (For/Against) at an EGM or during AGM.

Untill then Insas cannot do SBB.

Stock

2024-03-22 14:56 | Report Abuse

If only Insas SBB 10% each year for cancellation then by the end of fourth year Dato' Sri Thong and PAC holding of 32.96 % will become 32.96/ (0.9 x0.9x 0.9x 0.9)= 50.23 %.

Dato' Sri Thong and PAC can then sleep well.

Stock

2024-03-22 13:53 | Report Abuse

Especially the one trap at jaks 19 floor and become so desperate and went berserk at insas forum.

Stock

2024-03-22 12:57 | Report Abuse

Yinson look very promising

Stock

2024-03-22 12:55 | Report Abuse

Me no hurry to buy back Insas. Will wait for the right time and right price to buy back.

Stock

2024-03-22 12:52 | Report Abuse

even shark will get trapped
I thought Tong of theedgemalasia is a 20 meter megalodon. But it turn out Insas Thong is even a bigger shark.

Stock

2024-03-22 11:34 | Report Abuse

I don't hold any US stock.
Just yesterday choivo capital whatsapp group talk about PDD 150% growth in top and bottom line.

Stock

2024-03-22 11:00 | Report Abuse

For upstream plantation it is very difficult to increase your planting areas because of RSPO and MSPO requirement. The only way to increase production is by better plantation management to increase FFB production per hectare.

Jayatiasa plantation earning will depend of FFB production and CPO price. You can get this available monthly data and estimate the quarterly result.

As of timber you can also keep tap on the monthly production and monthly timber price.


If you are looking for growth stocks then you can look into Yinson.

Stock

2024-03-22 10:35 | Report Abuse

By the way I keep jayatiasa Monthy production and MPOB palm oil monthly spot price. By doing so I can estimate the quarterly result.

Stock

2024-03-22 10:31 | Report Abuse

Mike-tikus only know how to cut and paste.
I bet he not even know what is TTM and how to use TTM?

Trailing 12-month, or TTM, refers to the past 12 consecutive months of a company’s performance data used for reporting financial figures.
By consistently evaluating trailing 12-month numbers, company financials can be evaluated both internally and externally without regard for the artificiality of fiscal year-end.
TTM allows for a like comparison of a company's performance trajectory that smooths away any inconsistencies.

TTM for Financial Reporting
Companies conducting internal corporate financial planning and analysis have access to detailed and very recent financial data. They use the TTM format to evaluate key performance indicators (KPI), revenue growth, margins, working capital management, and other metrics that may vary seasonally or show temporary volatility.

Stock

2024-03-22 09:55 | Report Abuse

Compound annual growth rate.
You need to ask Mike-Tikus his CAGR is refer to:
Revenue
Profit
Or NOSH

The only positive CAGR about jaks is NOSH.

Stock

2024-03-22 09:44 | Report Abuse

Just a getle reminder.
If jaks failed to repay bank borrowing a default mean banks will immediately recall all the loans and jaks will go bankrupt.

(i) As per the Announcement, the Group has earmarked up to RM33.00 million of the proceeds from the Proposed Private Placement for the partial repayment of its existing facility, in the manner set out below:
Facility Bank Purpose of borrowing
Interest rate (% per annum)
Principal amount(RM’000)
Tenure
Total amount outstanding as at LPD(RM’000)
Proposed repayment(RM’000)
Term loan Great Eastern Term loan provided to part finance the development cost of a 4-storey
shopping mall known as Evolve Concept Mall
6.0 250,000 10 years 211,418 13,000

Term loan Maybank Term loan provided to part finance the acquisition of a 4-storey commercial property known as Pacific Towers
7.4 100,000 10 years 73,635 10,000

Letter of credit / Trade financingAl-Rajhi Banking & Investment Corporate (Malaysia) Berhad
To facilitate and finance local purchase/ importation of raw materials/ trading goods relating to
Company’s principal line of business
6.5 40,000 N/A 22,500 10,000

Total 307,553 33,000

Stock

2024-03-22 09:13 | Report Abuse

Did someone know a negative CAGR mean?

Stock

2024-03-22 09:10 | Report Abuse

Confirm someone already lost his mind.
Ytlpower all this while is a profitable company and able to pay its borrowing.

Jaks need PP to pay borrowing and no financial institutions want to lend any money to jaks for the addition 10% equity in JHDP.

Stock

2024-03-22 09:04 |

Post removed.Why?

Stock

2024-03-22 09:01 | Report Abuse

So far CAGR is Improving:

3Y -21 % TTM + 29.9 %
5Y. -15.8 % TTM. + 0.5 %

A 3 years CAGR of negative 21% and
5 years CAGR of negative 15.8% is called improving?????

Stock

2024-03-22 08:54 |

Post removed.Why?

Stock

2024-03-22 08:52 | Report Abuse

Only someone lost naked in jaks and lost his mind will implied jaks is ytlpower.

Stock

2024-03-22 08:20 | Report Abuse

6 months end 31/12/2023
RM '000
Net cash flows from operating activities 228,370

Is that a bad result?

Stock

2024-03-22 08:15 | Report Abuse

What is the operation cash flow of jayatiasa?

Stock

2024-03-22 08:12 | Report Abuse

Mike-tikus must had lose naked in jaks until went berserk in Insas forum.

Stock

2024-03-22 06:53 | Report Abuse

Bought some Yinson yesterday.

Stock

2024-03-21 18:29 | Report Abuse

With so much cash inflow next AGM I have another reason to ask BOD to give better/higher dividend.

Stock

2024-03-21 17:50 | Report Abuse

Not sure what will be the disposal gain on 10 million Inari share and 100 million M&A shares. But the cash inflow from the disposal should be between RM 60-66 million.

Stock

2024-03-21 17:23 | Report Abuse

Insas 6 months end 31/12/2023
RM '000
Interest received 19,883
Dividend received 26,877

Jaks 12 months end 31/12/2023
RM'000
Interest expense 28,508
Dividend received from Joint Venture company 27,386

So jaks dividend received from JHDP cannot covered interest payment to banks, how on earth jaks going to pay the principal sum?

So next year and year after next another PP or RI?

Stock
Stock

2024-03-21 09:56 | Report Abuse

Insas 6 months end 31/12/2023
RM '000
Interest received 19,883
Dividend received 26,877

Jaks 12 months end 31/12/2023
RM'000
Interest expense 28,508
Dividend received from Joint Venture company 27,386

So jaks dividend received from JHDP cannot even pay the interest payment to banks how on earth jaks going to pay the pricipal sum?

Stock

2024-03-21 09:39 | Report Abuse

Facility Bank Purpose of borrowing
Interest rate (% per annum)
Principal amount(RM’000)
Tenure
Total amount outstanding as at LPD(RM’000)
Proposed repayment(RM’000)
Term loan Great Eastern Term loan provided to part finance the development cost of a 4-storey
shopping mall known as Evolve Concept Mall
6.0 250,000 10 years 211,418 13,000

A RM 250,000,000 10 year term loan for evolve mallp and current outstanding RM 211,418,000 is this mean jaks did not pay the principal sum as schedule?

Stock

2024-03-21 09:30 | Report Abuse

Come back to jaks:
My question:
As per the Announcement, the Group has earmarked up to RM33.00 million of the proceeds from the Proposed Private Placement for the partial repayment of its existing facility.

So next year or year after next can jaks generate enough cash flow for interest and repayment of outstanding loan amount RM 307,553,000?

Stock

2024-03-21 09:25 | Report Abuse

By the way omesti is just one of the many Insas' Financial assets at fair value through profit or loss and as at 31/12/2023 mark to market value of RM 231,352,000

Stock

2024-03-21 09:18 | Report Abuse

Omesti-PB
Search:
Ann. Date
Ex Date
Type
Subject
Amount
29-Nov-2023 13-Dec-2023 DIVIDEND Others 2.5068%
31-May-2023 15-Jun-2023 DIVIDEND Others 2.4795%
30-Nov-2022 14-Dec-2022 DIVIDEND Others 2.5205%
31-May-2022 14-Jun-2022 DIVIDEND Others 2.4795%
01-Dec-2021 14-Dec-2021 DIVIDEND Others 2.5205%
31-May-2021 15-Jun-2021 DIVIDEND Others 5.0000%

Stock

2024-03-21 08:58 | Report Abuse

Know how RPS work?

9008PB OMESTI-PB 27,500 0.8068 0.8250 22,187.00 22,687.50 500.50 2.26

Stock

2024-03-21 07:48 | Report Abuse

So next year or year after next can jaks generate enough cash flow for interest and repayment of outstanding loan amount RM 307,553,000?

(i) As per the Announcement, the Group has earmarked up to RM33.00 million of the proceeds from the Proposed Private Placement for the partial repayment of its existing facility, in the manner set out below:
Facility Bank Purpose of borrowing
Interest rate (% per annum)
Principal amount(RM’000)
Tenure
Total amount outstanding as at LPD(RM’000)
Proposed repayment(RM’000)
Term loan Great Eastern Term loan provided to part finance the development cost of a 4-storey
shopping mall known as Evolve Concept Mall
6.0 250,000 10 years 211,418 13,000

Term loan Maybank Term loan provided to part finance the acquisition of a 4-storey commercial property known as Pacific Towers
7.4 100,000 10 years 73,635 10,000

Letter of credit / Trade financingAl-Rajhi Banking & Investment Corporate (Malaysia) Berhad
To facilitate and finance local purchase/ importation of raw materials/ trading goods relating to
Company’s principal line of business
6.5 40,000 N/A 22,500 10,000

Total 307,553 33,000

Stock

2024-03-20 17:46 | Report Abuse

Whether fifth airlines or new route all wil be lose making. Only mature routes with high demand are profitable routes.