Don’t be too greedy before the partying end lor..

Feimah. Buy and sell and still holding now.

Be realistic in stock market...making money is more important than feeding our egoism. Lolz

Layhong....is rather hard to fit his criteria for goreng...

He knows that he would certainly go Holland if still keeping his ‘statements ‘ due to high egoism..See his surname 官...quite fit him.

KoonBee is so powerful.
1st round - HY
2nd round - LionInd & MAsteel
3rd round - ???

Kyy is not interested in Jaks now... so much internal problem and uncertainty of IPP. He has been switching funds to rebar counters....think he will completely exiting Jaks soon. He is more enjoying goreng low PER counters to earn fast money. HY was the first successful example. lolz

Great QR. SAM is on the right track achieving 1 billion annual turnover.

Thought of adding more before QR announcement but price up so much with high volume. @@

LH lands for layer farm, feeder farm and feedmill consists of 118 acres. Tamparuli accounts for 9 acres of the operation < 10% of the entire areas. The remaining 109 acres of farm land is located in Kuala Selangor and Melaka.

Tamparuli operation could contribute less than RM 3.15 million or 8.6% of LH entire profit for FY 2018. You guys can check this figure in Non Controlling Interest (NCI) as shown in Balance Sheet. NCI profit consists of 30% from Innofarm (Klang), 30% from Evergreen Organic Fatilizer, 50% from STF....

LH's integrated livestock farm in Tamparuli name, STF Agriculture Sdn Bhd. It is 50% owned by LH as stated in Annual Report. LH has 50% stakes in Sri Tawau Farming Sdn Bhd as well.

LH's integrated livestock farm in Tamparuli name, STF Agriculture Sdn Bhd. It is 50% owned by LH as stated in Annual Report. LH has 50% stakes in Sri Tawau Farming Sdn Bhd as well.

If bird flu were happened in Kuala Selangor, all shareholders would have gone to Holand next week. lolz

Finally, We know the reason of LH share price crashed which had triggered margin call. The culprit is caused by bird flu in Tuaran. No wonder LH price was hit hard recently.

Gain on disposal of land will reflect in next quarter P & L. This piece of land was revalued few years ago and surplus was parked under Revaluation Reserve.

We love to see him living in the past glory of success. He has no mistake to learn from the previous picks.

Uncle is loaded...so what! Without engaging a capable advisor, then he has to prepare donating most of his wealth to sharks and crocs in the market. His sky high egoism would sufficient to kill him in the market. He is now regret for ditching his former good advisor.

LH got a small layer farm located in Tamparuli....not Tuaran.

Most of the Lay Hong broiler and layer farms located in Kuala Selangor. Run for life if bird flu happens in that area.

It seems Uncle has already lost his confident in new invented business sense for investing after he started reducing his stakes. I suppose he would return to low PER companies....easy to goreng and make money. Lol

Be realistic. High growth is normally associated with high gearing as the company doesn’t ask any money from shareholders through right issue for huge expansion projects. High gearing....look at QL. Go for cash cow or high dividend yield stock if you are so scary.

Uncle thought he could convince his advisor to jointly promote Jaks so that distribution can be done easily.....who knows his advisor rejected the deal for protecting his own reputation.

There are many Funds emerged as big shareholders, accounted about 80 million shares, in AR 2018. Great Eastern alone bought more than 20 million shares. Many big retailers disposed their shares at the prices above 90 cents in past 12 months. They were quite smart for offloading shares at good prices. The massive sold down very likely trigger by Funds reshuffling their portfolio since early Jul 18.

Parked under watchlist for long time. It could be a good time to take advantage at this level of depressed prices. With a revenue growth of 15% to 30% in past few quarters, Lay Hong is not overvalued comparing with its peers in term of PER. Further more, the company has invested RM 90 million in P & M for expansion for last 12 months.

Cab - 12x
Lay Hong - 14.7x
CCK - 15.8x
QL - 41x

QR announcement is approaching for reporting better profit. Go go go!

Perstima is a typical cash cow in this oligopoly business.The company would distribute most profits to shareholders due to lacking expansion opportunity. It’s staging a recovery’s mode now.

Great QR. Expect profit margin to maintain as its raw material prices could trend downward due to trade war on autos.

Uncle is a veteran in goreng shares for few decades. It’s not possible for him being so naive that not engaging any proxies to maximize profit. He may press the prices down further before goreng back. Anyway, Vietnam IPP remains a good story for goreng .....lolz

OTB is not so gullible to invest/trade purely low PER stocks la. He his quite selective instead. There are many companies traded at PER less than 6x nowadays ie...Ken, Amprop, TA, Mulpha, Malton, MNRB, KSL, Choobee, Insas, Tomei, Prestar.... Wakakka

OTB. Congrats. You guys reunited would certainly give a boost to the undervalued companies in the market. I am just one of Ikan bilis surfing with Koon Bee wave. Lol

Anyway, I hope they would reintroduce KoonBee system so as to make the market more vibrant. It’s hard to dance with a single leg. Lol

Uncle old already so he doesn’t need so much money to buy food maintaining his body. Ego is much crucial to keep his happiness at his age.... some more, he can simply fine tune his mind and turning into positive note if the stock heading opposite direction against him. XingQuan is a good example.

Stockraider got good knowledge in accounting profit manipulation for goreng share purpose. Lolz

Kyy claimed that he knows big boy in construction. He should work together with big construction companies ie Gamuda, IJM, Sunway to take over Jaks if the Vietnam power plant is proven so profitable....No reason for not interested if the projects are exceptional profitable. It may not cost more to get remaining 70% shareholding....give Ang a slap la.

Use common sense la....KYy think Ang so ‘ tai Ling gon ‘ to work so hard for the projects to be running successfully and yet his shareholding merely ‘ 9%’ . He think he can sit on the chair to share 30% of Company profit from doing nothing. Come on...If Ang is so gullible, I don’t think he can secure the Vietnam power plant project. More shows coming....

Hardly see an individual investor bought 30% shareholding of a listed company and yet without an intention to go for MGO even though he is unable to control the board... No ball MGO so Ang would keep dishing out PP and Right Issues. .He looks like a big frog jumping on the street in the eyes of Ang.

Uncle got plenty of money but no where to spend. KoonBee System worked so well in the past few years and helping him making a good fortune. But he has given up Bee for the sake of applying his new invented bombastic Business Sense concept. What a joke .....

Almost up 30% in a week. Great performance in such a bad market.

Finally, steel theme is making a return after government has announced resuming of big projects. Go Go Go!

Nothing much happened to DJ after Trump has announced 2nd round tariffs intended imposing on China products. The amount of tariffs merely 10%...No intention to kill China. DJ Investors don’t care much of the trade wars except emerging market. Is it an opportunity created by Trump for Wall Street wolfs to rob emerging market shares at dirt cheap prices? Don’t be surprised that Trump might change his tone after mid term elections.

...Tom. Market liquidity is drying up day by day. Patiently waiting FF to exit further before adding more. Opportunities to collect cheap cheap tickets later.

.... Tom. Not to forget Chinese are quite patriotic when their government medias heat up and call for boycott against US big corporations ie Starbuck, Macdonald, Apple.... It would have huge impact to US too.

10% tariff on China products would do nothing much damage to China since manipulation can be done through depreciation of currency. CNY has depreciated from 6.27 in Apr 2019 to 6.66 until now or 6%. It could drop further to maintain competitiveness in the market. If Trump really want to go for a destructive trade wars, he would have imposed 25% on US 200 billion value of goods. lol

It’s about personal interests in the end. Many of them will be cursing their government later part. US consumers have to bear hike in inflation at least 10% if trade wars turn into full fledged . You think US consumers are all idiots patriot and not caring of their money pocket for the sake of trade war? See how is the results of US midterm election first.

No downgrading from international rating agencies but FF is still liquidating their investment without a sign of stopping. What if downgrading pop up after FF dispose another 5 billion of shares? One of the good reason for downgrading is scrapping GST. GST is, in fact widely known, an efficient way to collect tax for a country.

FF keep selling like no tomorrow but at a slower pace. That is the scary part as share prices may slide down slowly. Market liquidity is depleting gradually. Cpteh could be right in coming months. lolz

If Raider invest HY in long term, it would probably meant he loose focus his core competencies in KLSE market. Law of attraction remains siding 3i for his long term investment strategy developed over times.

No worry. Local retailers are still cash rich. They cashed out RM 4 billion from 2014 to 2017. They are able to support KLSE even though FF selling down massively. Lolz

RM would drop further due to uncertainty of domestic economy undergoing reforming and further daunting with FED rates hike and trade wars. So we can take advantage of the situation from buying selective export stocks.