Director selling could be a warning bell. But you gotta ask, who is he?
1. is he involved in daily operation?
This director is the son of late tan sri who is Dr. Mahatir's bagman in UK. He spends his time in UK not Malaysia. He has invested in Hibiscus since the beginning and still making loss. Hell i know why he is selling? Probably need to fund his 3rd or 4th mistresses??

a successful person is one that keep examine himself and change. Mikecyc, albeit his rambling, knows more about investment than this doctor. I know many doctors, none act and talk disrespectfully like this leno. From my collection, i know only those who finished their doctor degree in Taiwan and couldn't practise in Malaysia (not sure excuse or not. What brain to study medicine in Taiwan when he wanna return to Malaysia) and those doctors who got fired and can never practise anymore due to malpractise

Have you learnt your lessons? Anyone who bought last 2 trading days for dividend will make a loss (at least for now). Share investment is not a get rich quick scheme

Let me be your fake technical guru for the day. Without volume, Hibiscus share price has shown resilient. If it breaks and close above 1.24, another new high is expected. Otherwise, sell when it closed below 1.11. A technical guru is like fortune teller. Can never can wrong. Always either/or

for those who are interested to know digital bank winners. Read this week the edge. cost you few ringgit only.
I have bought YTL

All the best. I sold my 10% in AA because i read over the weekend that AA is not one of the digitall bank winner. It has always been part of my plan to support the digital bank winner so i gotta sell to my the winner share.
AA prospect is brighter now with border opening

Genetec. I am interested to invest RM1B in Genetec. Please elaborate what Genetec supplies for my buddy Elon? Me and Elon are FB buddy

Wanna look for bargain? Ageson lo, trading at PE1.
Our SC is not doing anything with all these con stocks. Of course la, they paid more for their accountants unlike Serba. You paid peanuts, you get monkeys. That's how Serba got into all these shits. Otherwise, the ponzi scheme should last for another few years

SSlee very sharp. Yes, EV gonna be the future but don't know whether that future belongs to Genetec not leh?
Anyway, even if it is, worth so high valuation? Only in Malaysia. Used to in China too but Chinese learnt fast. Malaysian never learnt from mistakes. Keep repeating.

The news highlighted too why the irregularities only found in 2020. Miao Miao 7 remembered my article?
As i highlighted before, will KPMG get penalised?
What's gonna happen to Karam? Penalty fine RM3mil?
Malaysia once had a big weightage in MSCI Asia Index. Now even Thailand and Indonesia have higher weightage than Malaysia. Coincidently, Malaysia has the best economic period during Mahatir reign. I miss Mahatir. He can be the usual tyrant he wants

Go and pay for The edge lah. People put in their work and you aren't willing to forego a few ringgit.
Awang bought over Transfame still owed me company. Money in toilet.
After more than a year, anyone still owning Kpower and SCIB only got yourself to blame. It's pure greed. Just like Malaysian fully awared of all the pyramid scheme nowadays and cried foul when their money gone

let me be a fake technical analyst for a day. AA has shown volume and if can maintain above 0.68 closing will trade higher to fill the gap of 0.735.
I am the founder of chart analysis and you are welcome to take my chart course for RM1mil. I am doing charity

Fundamental trader. Apparently you are ignoring my questions. A person who can't accept constructive criticism or questionings are not worth me listen to.

Fundamental trader. Why thank me when you didn't answer my questions? I am not trying to ridicule you as i reckon you are doing good here in i3 but from the stock selections i immediately realised the flaws in your selections. Do answer my questions and i would point out your short comings. I am not trying to ridicule you but to point out your flaws

Blog: Guess what Stocks I found using improvised Warren Buffet Stock Selection Criteria?

Mar 22, 2022 8:53 PM | Report Abuse

Hi Fundamental Trader. Great contributions in i3.
May i ask how many years you have invested in Bursa?
Have you applied these rules in your investment?
What has been your CAGR to date?
What are the short comings of the stock selection in your opinion?

Hi Fundamental Trader. Great contributions in i3.
May i ask how many years you have invested in Bursa?
Have you applied these rules in your investment?
What has been your CAGR to date?
What are the short comings of the stock selection in your opinion?

https://www.youtube.com/watch?v=tAQaYYgo4DA

Yes sifu Sslee.
From your comments below, you are spot on. Impressive for someone with less than 10 years in the share market.
I wanna highlight again on your NTA methodology. It's not wrong but if it's not giving you the expected result, you should look at alternative methods too? Having 5-6 major holdings with different methodology. End of the day, Bursa is not as mature as Dow Jones.
I am lucky to get screwed in my early career by boss that look nice, sound nice but actually evil. So, i learnt very early not to judge a book by it's cover. So, Philip do sound cocky but at least his major holdings are all big companies not easily manipulated by manipulators. Otherwise why you think KYY always only recommend small market cap companies? Cos it's easily manipulated, obviously. So, for me, i anytime prefer Philips than all other so called gurus who are helping you in i3 forum.


All this while TSVT treat the cash cow bjtoto as his private money printing machine. All the dividend from Bjtoto to bjland to Bjcorp and then finally to VT own pocket by bjcorp buying all useless assets from VT at exorbitant price and nothing for Bjland and bjcorp minority shareholders.

My wife always reminded me that my sarcasm won't be appreciated by most. She is right

My rule of thumb when i invest in a listed company. I gotta believe in the captain of the company has his share holders interests in mind (We are all selfish, but there is a difference between selfish but crooked)
While judging a man's character is never an easy task, i could easily tell VT is a good man by him willing to sell a legacy brand like SINGER for RM700mil to his beloved share holders. I have such fond memories of SINGER from the 80s. Hopefully my kids can still see SINGER around in their 20s.
VT is the typical charitable Malaysian Chinese businessmen we can find in Bursa. Thumbs up to his supporters

John. Great to hear from an industry insider. Didn't know that Malaysia's production didn't increase over 2011 - 2020. Valuable information.
I did some brief analysis 8-9 years ago when i was considering a few hundred acres plantation. I recalled the cost was already 1700 to 1800 then? Could you break down the cost?
As what i know, many Sabah small plantation owners gotta sell to big plantations due to labour shortage. Sarawak facing similar issues but better. But labour and fertiliser costs will up substantially? Hopefully this will help me with better investment decisions in plantation stocks in the future

Yes. Your value investment

Stock: [CAPITALA]: CAPITAL A BERHAD

Mar 8, 2022 11:27 AM | Report Abuse

^@^

Stock: [CAPITALA]: CAPITAL A BERHAD

Mar 7, 2022 9:36 AM | Report Abuse

Border reopening is inevitable. While i am uncertain how other companies performance gonna be in 2022/2023, tourism can only recover. No matter how much.
AA share price has sustained at current level albeit bad sentiments. It's an indication of future price direction.

Yesterday i tried to catch falling knive D&O, kena cut. Today drop another 10% so i called my Maybank broker. Yesterday lots of margin call, today less. So, i decided to support D&O more and Greatec. For a dead cat bounce, decided not to buy Inari cos didn't fall enough yet. Sorry, SSlee, still can't support you haha

^@^

D&O and Inari in my watchlist. I bought into D&O at 3.69 cos it has reached critical support whereas Inari still not yet. Catching falling knife for 20% gain

Border reopening is inevitable. While i am uncertain how other companies performance gonna be in 2022/2023, tourism can only recover. No matter how much.
AA share price has sustained at current level albeit bad sentiments. It's an indication of future price direction.

SSlee. Can't put all eggs in 1 basket. You said you hold 50% in Insas? I believe with constant top up it has exceeded that ratio?
So what's your strategy for Insas? If you wanna play the see who die first strategy then you can keep Insas for long term and any price is a good price since NTA so high. If you intend to exit at certain price eg i believe Insas has a probability of hitting 0.90 (70%) or 1.00 (20%) then i would set my entry price. For 1.50, that's unprecented yet

My advise to those buying technology stocks. Today Inari & D&O show lower low not seen in months. Chart is good indicator of human behaviour without manipulation.
Gloves are near their low but yet to break lower low

It ain't over till the fat lady sing. M&A will be a start

OVH was showing impressive net profit in 2021 while most service providers suffered. When you find such gem in an industry, better asked questions before you get trigger happy.
Ask:
1. Why they are different? They are technically superior?
2. If not technically superior, why margin better than others?

On top of that, why raising funds since making good profit? Expansion? Into Middle East or space?
This will be my only comment

When i clicked on tiger's comments, i can't help but to speculate he lost in Hibiscus. The problem with most people, they blamed others for their failure. Even if we were conned, we should learnt from the situation instead of dwelling in self pity.
Learnt and move on

Philip. You were spot on our management and understanding the business you invest in. Look where it got you for Serba

Sslee. You can start a portfolio. Only then it's fair to compare investment method. Of course, at least 5 to 10 years needed to show consistent returns too. At your age, Insas is a failed safe investment eh i guess. But you need to be disciplined not to keep adding your weightage lah. When you retired, you can't survive on Insas's current dividend right?

SSlee. i was pulling your leg lah. At 50% of course everyone happy, it's called colluding and i doubt they can now with so many players.
While i have no knowledge in glove industry, i have run thru the positives and negatives and decide when the turnaround would be. Do correct me if my mental process is incorrect.
Positive: Consistent growth industry in term of volumes
The analysts are using the pre pandemic as a benchmark. I beg to differ.
1. Overhead now is higher than pre pandemic due to material cost higher and ESG compliance. Now i know why TG was so efficient prior to the labour fiasco haha
2. More competitions mean ASP will be squeezed. When ASP will stabilise? Since i am not in this industry i won't have the insider news. But i suspect glove industry woes would persist till we see some M&A activities. That's my mental process and i am not claiming to be an expert.

Very good. Hibiscus forums quiet down substantially. Good sign

SSlee. at 50% capacity, everyone dies. Make up your decision haha

Wow. Venfx 0.765 indeed hit. Impressive. I queued at 0.785 this morning cos 0.78 a major support. I always q a bit higher then major support. Anyway, it was just a very small position this morning. After the reversal, i believe Dayang gonna turn green today

Harta and Kossan in my watchlist but not Supermax or Top Gloves. I am still looking for signs to buy. That doesn't mean i will be able to pick the bottom. 1 sign i am looking for is stabilisation of ASP. I have dealt with China companies so i know how aggressive they can be. Losing money is considered part of their routine of acquiring market shares. Don't underestimate how long they could bleed.

Malaysia has a future because we have noble citizens like Evo118. Not me. When i was stopped by traffic, i was the "tolong, tolong" one. I decided to stop that practise only 10 years ago. I will not take a bribe of RM1mil but will happily take RM10m if it won't harm anyone. For RM100m bribe, i am willing to throw in a few human life. I wonder how many who criticise boss ku could resist RM1b? Definitely not me.
That's why i was happy to see the rise of DAP. Bersih. Especially so when i saw someone i knew, being alleged of taking a few thousand bribe, being a committee member of DAP in my town. Or the highly intelligent LGE who has no idea the Penang property that he bought was actually below market value.
Righteous people like you are the future of Malaysia. Thumbs up.
Btw, 118 means "sure rich" right? Very good nick name. Especially so when you can earn it the righteous way

Hi. I am the founder of bitcoin, ethereum blah blah blah. I have 50 years experience in reading chart. I am now organising a chart seminar because i wanna give back to society. I don't need your money, i am super rich.
The course fee RM1mil per person, that;s for charity. Everyday, i buy Hibiscus at lowest of the day and sell at highest. Example today buy 1.15 and sold 1.26.
Interested, email me at suckers@suckers.com . limited to 10 seats only

Jaks is so quiet now. So i decide to contribute something but is detrimental to JAKS and many in solar.
Petronas is going green so they are looking for build and owned solar vendors. Naturally, i have been seeking advise from solar materials suppliers to look at the feasibility. After my discussion with them, i decided not to. Below are summary since i don't feel like a story today.
1. Cost per kw in the region of 0.22 sen +- . So if this is true, all LSS4 gonna lose money. According to supplier, only LSS1 operational now with price then more than 0.30+. Means JAKS after Vietnam, everything else still negative. As i said before, best ALP can do is to do nothing and earn his salary every year.
2. With the costing, not only any LSS2/3/4 investments bad ideas, solar contractors too. I heard margin is less than 10%. So, be very cautious if a contractor showing more than 10% margin!!
Hence, going forward, you would likely only see build and owned model. It's become a capital intensive and low return industry. Not for me

Mike. Why are you obsessed with SSlee? He doesn't keep promoting goreng stocks. You should go hassle those goreng stocks promoters. With your persistency, they will raise white flag

Btw, many don't know actually the biggest upstream oil & gas producer in Bursa is Sapura with 50% owned Sapura OMV and not Hibiscus. Sapura not seeing any dividend from Sapura OMV because they are still rapidly expanding.

https://www.omv.com/services/downloads/00/omv.com/1522172884353/dload_SapuraOMV_Factsheet_EN

SSlee. Spot on about Sapura. However, Sapura still gonna bleed for at least till 2023 so i have more money in AA then Sapura for now. Indeed AA is in deep shit but i bet Tony is survivor and they will show profit in 2022. I believe this alone will propel the share price higher. Anyway, i am closely monitoring AA's development and will bail if i feel wrong

SSlee. TQ for highlighting your concerns. Knowing you, i know you mean no malice.
Actually, i foresee AA Q4 results gonna show improvements after AAX results.
Yes, AA got a big hole to cover, how they gonna cover it i don't know. I bought AA again because i just admire Tony's entrepreneurship. I had a talk with logistic people and the one that really benefits from the freight rate increases are not the brokers but vessels/aircraft owners. AA very smart to expand Teleport. I also hope AA gonna win 1 of 5 digital banking license end of March. Yes, digital bank doesn't mean profit. But even without profit, the license gonna worth a lot of money already. (if they got it)
The previous round i made money in AA too and i sold because Covid was dragging longer than i thought. But now, i guess everyone already get used to Covid. My town, you could see that food businesses are packed again. I had flew AA twice and both time 80% full. I have flights every month but now mainly MAS due to time schedule. But i gonna switch to AA soon because they are allowed full schedule in March.
Anyway, i just like Tony's entrepreneurship and i wish AA to survive. As long as Tony not crooked CEO like most Bursa goreng stocks i am ok if he fails. At least he fought for it.
Btw, Sapura Energy is also not a con company. Sapura actually my major customers and i got outstandings more than 1 year. I still stand by them and in fact i have accumulated enough Sapura shares to be in their Top 40 share holders haha

such negativity and unloved for AA. I made casino money that day cos i saw the volume and momentum and sold at 0.66.
Now, i have accumulated enough AA to be more than 10% of my shareholding.
I stand by AA for now

KingKong. Appreciate you stop the fiasco here. It's pointless arguement. Congratulations on winning another X70.
Move on from toxic arguements

Chartist is like feng shui master. Either way they win.

KingKong you must be foochow. Good, foochow like to bet allin haha

SSlee. I am one of the suiyee who bought today. nothing fundamental, just momentum play for fun haha

Hi Philip. Well written as usual and it shows how much time you have spent on your investment.
However, please enlighten me how is Hibiscus speculative stock? I am sure you have got basis? With oil price USD120, producers are the first to benefit. Especially so if the oil price could sustain. As you highlighted, any FPSO secured would be 3 years down the road. So, any new projects won't be materialised till 2025-2026 earliest. I have read up about investments in oil & gas going forward. The world at best gonna replaced the depleted production. Meaning that this is indeed a matured industry. Petronas, Shell etc not gonna produced more oil but they still can benefit from better prices. The only benefits services providers in O&G can get is by increased service rates (if any).
Is Yinson under valued? I don't know. Let's just highlight the risk.
1. Many FPSO contracts are about to expired. Extension is an unknown.
2. The long tenure FPSOs both from Brazil and yet to show profit.
As for renewable energy Yinson got into, what's the IRR? With my limited knowledge, i know energy companies go for RE to please the green activists and not on investment logic. It's like asking loan shark to put money in FD.
Last but not least, about half of the rights issue is for payment of bank borrowings. The articles claimed interest savings of RM22m, so i guess the loan interest around 4%? So now, since the FPSO returns are so high, what logic is there to repay bank borrowings with equity?
Being in business, i only repay loan when i can't utilise my equity for high returns or i have max my loan limits?