Let me be your fake technical analyst for the day. Yinson share price is currently at a critical juncture. If it closed below 2.19 and couldn't recover immediately, then a longer term down trend persist.
Fundamentally, Yinson's short term earnings aren't exciting. Meaningful earning boost 2 years away. Any superior ROE will be diluted by solar projects with ROE below 10%.

it's so tempting and now the price seems to be on free fall. so i called my bank broker and asked much force selling? Reply is that it's not much yet. While my gut feel says rebound, i gonna wait for force sell for higher %

Tiger 2012. You repented?

Stock: [HIBISCS]: HIBISCUS PETROLEUM BHD

Feb 22, 2022 3:10 PM | Report Abuse

Public bank TP RM1.31 means now must run. no room d.

Crouching tiger comment on 14th March when price was 1.11. Not sure whether i should be happy or not to see people like that pop up again


Stock: [HIBISCS]: HIBISCUS PETROLEUM BHD

Mar 14, 2022 11:48 AM | Report Abuse

the current price already factored in repsol. stop dreaming. hold longer more losses

Let me be your fake technical analyst for a day. Greatec has broken the recent support from the uptrend in March. The last time a major support was broken in Feb, it stopped at below RM3. I managed to profit from previous dead cat bounce (My opinion only) Greatec fundamental still intact

Btw Mike, don't get people's mum involved in your postings. That's rude

Leno. Since you posted numerous times i am sure you are desperate to get some feedbacks. For me, it's a no brainer between you and Philip i choose Philip. Don't even need a second.
Since i can only judge you from your postings, here are my analysis about you.
I only know 2 types of doctors (Chinese) remained in GH (Obvoiusly you were since you went to rural Sarawak) after 10 years. 1. Patriotic type 2. Incompetent type.
Since Patriotic is out of the question about you, then can only be 2.
You must have a lot of grievances over the years. I can sense from your postings. Deal with it and move on in life. Only then you can become happier


leno

if u are me, who do u trust ?

U trust someone who bought serba all the way down to 30 sen ?
Oh no no ... we are not allowed to talk about wrong call on serba.

U trust someone who write long long report on projected revenue and profit of hartalega ?
Oh no no ... we are not allowed to talk about that too.

Insas give free warrants.
Oh no no ... free warrants are not dividend, we must pretend there were no free warrant at all when calculate insas .... unless he buy insas, then only we can calculate the free warrants received.

How bias could u be ?
If u want to discuss fairly, then discuss fairly.

Any stock u buy go down, nothing wrong with u, must be someone else fault.
When my stock go up, it must be luck.

How can u explain i make multiple millions with my name in multiple annual report.
Oh no no ... we should not consider this because his name is not in annual report, so cannot use this to say anything.

SSlee. Don't you agree Philips doubts are rational? Anyway, you are still getting 2% yield on Insas which is equivalent to RM40K? Since you said it's more than 50% of your equities, so you gotta settled with a RM40k per year lifestyle after retirement from your current income of RM40k per month? Anyway, that's what i know. Probably you still have a lot of bribe money stashed away in overseas accounts that you didn't declare haha. Otherwise, asked yourself are you happy with RM40k a year?
In any case, you should consider diversify into more high NTA low share price counters to spread your risk. Maybe MUI? Since Khoo Kay Peng already 83 this year. wink wink
O wait, forgot he got 5 children



Philip ( buy what you understand)

Hi sslee, good sharing on the key matters discussed. It would appear that most of the questions seem to be raised by yourself haha. And it seems management answer to your question is still the same: confidential. Not relevant. Nothing to do with you. Why we sell inari at low price Prince and buy back at high prices? Because we don't know what we are doing. Etc etc so on so forth.

I'm amazed you still trust them after all this.

When you have more cash and assets than your market capitalisation, and still NOBODY wants to invest in you after 12 years, then something is really wrong.

I guess the most damning point was when they pointed out their property project in ampang putra remain empty and unsold since 2010, and they are still buying unsold property to try and flip without success.

And more important side note, when fund managers and analysts are not welcome to do deep dive with them, you know they are embarrassed of their own results.

Value trap indeed.

In financial planning, they teach you to take less risk the closer you are towards retirement. Typical asset allocation in your 20s 80% equities 20% fixed income 30s 60% equities 40% FI. As i am approaching 50s and plan to retire in 7 years time, theorectically i should have 80% FI and 20% equities. My current asset allocation is 50% equities 50% FI. By the time i retired, i intend to have 40% equities 60% FI. For me, FI assets are dividend derived equities with relatively stable dividend streams. I currently have 10% of my money in YTL just recently acquired partly because i believe their profit would improve going forward and also the good chance with digital bank. (Even without i am ok) I am very impressed with YTL management since 2005 when i visited their project engineer in their office in Bukit Bintang. I was pleasantly surprised how little manpower were handling multi billion businesses. It was such stark contrast to Ranhill with posh Grade A office and legion of PMT. I was recently staying in AC Marriott Kuantan with a nightly rate of closed to RM300. My first impression was not good. Dated exterior yet RM300?? However, i noticed they were the best hotel in term of cleanliness and service in Kuantan. Explained the premium they commanded. Any other hotel with such exterior would be lucky to command RM200 per night. Same for JW Marriott which i just checked out yesterday. Such impeccable customer services. This speaks a lot about YTL management. Indeed, i agreed that the Yeoh's are conservative people. Is that wrong? That's what i want at my retirement age. Most important is they are not conservative but keep all the money for own enjoyment (MUI?)
Everyone wanna look for the ultimate growth stocks. If you are like Philips, great. However, majority are not. So, let's keep to prudent investing disciplines. Let's not dreamt of 100% compound return which many gurus claimed in i3. Philips compound return of 20 plus percentage already near Warren Buffett status if he could sustain over 30 years period. Let's just settled for 10-12% compound because majority of us are just tom dick and harry.

Wow. I just had a short look at Vsolar QR since 2012 and that's 10 years without making a single sen profit. Fret not, while the CEO is enjoying his/her fast cars and nightly KTV sessions, he can bank on generous Malaysians to keep subscribing to Vsolar RI/PP to continue those extravagant lifestyle. I am always proud to tell my Singaporean friends that Malaysians list as the top suckers in the world for investment scams.
Wake up Malaysians

https://www.malaysia-today.net/2017/08/08/mahathirs-buenos-aires-montevideo-hideout/

You are assuming i don't know him

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