Sometimes, we must be patient to take advantage of irrational behaviour of Mr. Market. Waiting.....

We read too much cut loss threads in CPteh......contagious... must skip now.

Heavy profit taking. If the price breaks resistance 82 cents, it may go down all the way to 70 cents.

Share price remains staying at high level. First TP 6.00 when it has failed to beat QR last year.

Investors are getting more cautious on high growth shares now. Good buy below 76 cents.

let those panic holders dump the shares la. No need to explain do much.. yummy

Be prepared to be a long term investor in Puncak. No doubt there's plenty of cash in its piggy bank. what happen to the cash 3 years later? Puncak may use up most of the cash for paying plantation land and (plantation expenditure about 400 millions) to plant palm oil. what about palm oil Mills. They need to build at least one... It seems cash outflow no ending until harvesting the palm oil.





Extracted:

2. What’s more worrisome? Puncak Niaga is only buying a 60% stake. Question is if Puncak Niaga intends to acquire the rest of 40%. If yes, what would be the price? If the rest of 40% is acquired only after the planting is completed, does that mean Puncak Niaga’s minority shareholders have to shoulder another overpriced planting cost of RM 11,492/hectare? There are 33,372.6 hectares unplanted in Puncak Niaga’s deal, that would mean Puncak Niaga is on hook to at least overpay another RM 154,407,167.68 (RM 11,492/hectare*33,372,6hectare*60%.)

Tek Seng spent (paid) about RM 100 million of worth of new plant and machinery for the last few months. Now, the business has started slowing down due to weakness in demand of solar panels.....

Revenue from solar segment dropped by more than 50% compared with 2nd Qtr. Order received postpone.... Jia lat.....luckily, the retrenchment letter warned us earlier.

Looking at reason for the losses:

Higher losses recorded in the current quarter was mainly due to higher share of losses of Syarikat Pengeluar Air Selangor Holdings Berhad (“SPLASH Holding”), a 30% associated company.

The share of losses from SPLASH Holdings for the current quarter was RM19.65 million as compared to share of loss of RM0.59 million in Q3 2015 and was due to impairment loss on trade receivables and accounting impact of IC 12.

Please push down the share price drop > 5% tomorrow.

Puncak piggy bank got so much money and yet no share buyback even the share price has depressed until this level. Is it Rozali executing a stress test to minorities.

Another challenging quarter is ahead us. I am ready to pick up more after they have announced QR.

Rozali knows well....you guys would not cooperate with him to acquire Triplc so....

Puncak is an Umno's crony counter so you complain to SC.....they probably say wait wait wait...we are investigating...it may takes more than a decade ..

I know Raider like to invest in cash rich companies i.e. Puncak, Facb....but don't simply a company is lousy without supporting solid reasons.

Don't dream of getting a good deal nowadays. You think so easy to acquire a profitable company like Triplc. Triplc business is guaranteed profit making from its concession.

Angiess. You go to Triplc forum to read more if you are interested. There are some experts have done a good analysis.

You are so new to know about Puncak and Triplc.

Forget about making profit at least for next 3 years if Puncak doesn't acquire a profitable company like, Triplc.

Hard to say tomorrow. It seems that EPS 3.55 cents is not up to expectation. Both Mycron and CSC PER is 10x... People may shift to CSC which attracted lower risks and enjoying Dividends yields about 4%.

Using the old tactic again....push down the share price fast and give a hope to traders to strike for rebound before heading south.

Last time he said wanted to contribute solid cash 10k for the top...few years coffee money man.

I am getting dizzy with share price up non stop......

Many people would be rushing to join the boat if QR is better than last year.

Long way to go before they complete their new plant in Middle East.

Last time kyy said wanted to contribute a token to I3investor competition for the top 3....,in the end, it was cancelled so don't put too high hope on RHB competition lor.

I have never said he con me.....

Don't get too excited. If not you would blame KKY later for conning us....Better wait and see.

High PER. Earnings reduction due to lower contribution from forex gain. Top line remains robust. Plus point is new plant has not started contributing the extra revenue and profit.

Padini's earnings dented. Is it a sign of growth slowing down or just a temporary setback? People are taking profit to reduce the exposure now.

Dropped so low liao....buy a bit to bet for better QR.

Why nobody want to make a gap down 5%....wasted the opportunity man.

Competition by using real money.....call it a day la.....RHB won't take the risks.

No need to discuss the rules liao....gn

When come legality of using real money in competition .......forget about it... .....talking for fun only.

Easy to maintain 8 counters la... 4 counters with 1k each and another 4 counters with 24k each. Wakaka

An_boon ....you spoil the mood here....what ban from SC? We are discussing the rules...

Rule....at least with solid cash 100k

Use Margin account for newbies ? Are you kidding? You want them to go.....

Safeguard newbies money in the competition? Chap san la. Who can help them. They must understand the risks.

I don't know the main purpose of the competition. Is it the competition promote Investing or Trading or Investing cum Trading?

How to monitor one account who can trade without having to follow the rules within a day? Trading with many transactions in a day....how to track?

The main question Is ...RHB reporting portfolio management system flexible enough to cater for the rules in competition? Are they're willing to spend extra money to do modifications of their system or additional manpower?

Practically, it's not easy to manage many accounts with different portfolios and criterias of holding a counter. ..

If trading is allowed, It may not be easy for RHB to keep track the account that must be maintained at least 8 counters and a max cap of 25% for a counter. Is it they are able to use a software to manage on a daily basis? What about those who doesn't not obey the rules or mis manage? The situation would become very complicated.

If trading is allowed during the year, some can manipulate the illiquid counters or transfer money from one account to another account with RHB....so 100% returns sup sup sui..

3i. People love high growth companies. Share price can rocket to the moon in short time. Don't compare with decent growth companies i.e. Petdag, Nestle, F&N, Dlady, PBB, LPI....wakaka


Posted by 3iii > Nov 27, 2016 08:19 PM | Report Abuse

>> Posted by Up_down > Nov 27, 2016 06:45 PM | Report Abuse

There are many high growth companies turned into nightmare i.e. IFCA, Connect, Genetec, Frontkn, Gtronic, Opcom, Scable, SIGN, Latitud, FLbhd, Heave, SLP.....<< Their economic moats? Durability of these moats?

There are many high growth companies turned into nightmare i.e. IFCA, Connect, Genetec, Frontkn, Gtronic, Opcom, Scable, SIGN, Latitud, FLbhd, Heave, SLP.....

Invrstors loves investing in growth companies but it may attract high risks and high gains. Normally, we don't know when the grow or moat ended. Applying golden rules is an effective way to minimise risks for most growth companies in Bursa. Many high growth companies are unlikely to sustain more than 2 years. Better be careful.

Raider. Trump pledged a strong promise to rebuild US internally. He may pump a lot of money in building infrastructure US during his term. what do you think the sector that would directly or in directly benefited by Malaysia companies?