Chrollo I am far from retired but my age will be not be revealed here. Stayed as Mr mysterious. Our portfolio no need cut loss no transaction needed. Be a man to face the lost. Bro be careful with the words used in this forum ya. Good all buffet and graham related book must digest properly. Some local books do good as well.

Tewnama, terpaksa lah. I boleh feel price movement, so q sell at 3.27. Tapi eco hari ini mmg tak sangka. Presbhd akan beli balik confirm sbb dia share yg bagus. Cuma kadang-kadang practise buy low sell high supaya dapat beli lebih banyak dgn keuntungan yg ada.

Tewnama, Chrollo: In my opinion datasonic tmr sure up. Jom kita tengok esok. We are on the same boat, saya hanya beritahu apa yg saya nampak. Next q results sure best 100% confirm. Foreign selling memang dsonic ada advantage sbb so far only local funds involved. But I hope this up is related to new mykad contract or i-kad contract from printer nasional. think for long term. I have heavy percentage in dsonic. Tapi presbhd hari ini 3.27 tu I yang sell. Nampak akan turun. Akan beli balik at lower price. Take profit untuk transfer fund ke Ecoworld next week.

Chinesetea, absolutely right. Think what others can't think, one must be outstanding to be the best. Once I decided to invest eco I will not touch them for at least a year. Not worry at all. Tmr sell down next week sell down I can get cheap bargain. Anyway dsonic are actively scouting for foreign partners for Id projects oversea. If successful it will be real golden goose.

Loss making company, dont main main unless u got insider news. Btw guys pls be cautious with dsonic. If tmr still up for no reason or insider tips or contracts must b something fishy. I mean FISHY. despite being a remora fish, I can smell blood.

We are on the same boat, chinesetea. We will be all backing you up and agree with yiur insight and analysis. For me ntg changed and i called it a detox process. Toxins and germs are not supposed to reside in the foie gras. After diarrhea i will be topping up again. Datasonic fall previously before hitting ten n we were all there standing firm. I am sure we will be emerged as winner in the end. let those prof, fund manager, champion traders shoot first. We are man of ethics, no point argue with them. By the way all tower a and b of ecosky sold out, now tower c is out for purchase.

Chrollo its wise to set a cut loss or profit take point. but fr me i m waiting for a super sale of 2014. Today not a bad day as our dsonic n presbhd up. Balance back loss on eco.

Dsonic rested for too long at RM2++ to Clear majority of those holding before split. Now shoot to 2.30. Tmr will try to reach all time high of RM2.40. Stay faithful with the giant. Good results around the corner.

The giant have been sleeping for too long. This fighter usually showing real strength when market sentiment not good. Others down, dsonic up. The real survivor.

Nice shopping time. fundamental unchanged. Herd mentality. Feed on fear.

Datasonic on steroid today

Invest1818: For sure it's pure speculation. But the fundamental of ioi prop is quite resilient, mainly contributed by high profit margin. Daddy easily convert palm oil land into dev land. If exp better focus with my ecoworld. The Super star of future.

Yipman: there are no such thing as right price, it actually depends on demand and supply. If let say opening already inflated up to 3++ no point buying as u can buy cheaper later. For me, 2.50 to 2.80 will a good buy, 2.80 to 3 limited upside, 3++ will be a risky buy. But if nobody wants ioipg then at 2++ will be considered as expensive too. Demand and supply principle, Just my two cents.

Chrollo: That's why I profit take on puncak previously, too much political uncertainties and everyday will be different story. Banyak leceh one.
Wah,kang kung somemore chrollo you must be following the trend closely. Those remisiers are really enjoying themselves. If you got dato or tan Sri as client you will be having good insiders news. I am wondering which stock will be a darling of 2014. Too many fundamental counters to choose from. value counters will always be winner.
Because all want gain a lot in short term. Rich one invest while the left trade. Those experienced one can swim together with shark while those followers and newbies will be left naked on the sea.

Invest1818: nice one. But o&g counters no fate with me. Good sharing. Btw ioipg will be listed tmr. Might enter very little if the price is right. If it's over inflated might give it a skip. What says you, bro??

You must be a chinesetea lover then. There are a lot of sayings that iskandar will be a bubble. What's your opinion then?

For sure. So be patience for the release of latest financial reports of your invested companies. That's their assets. I would love to attend ecoworld,dsonic n presbhd agm if possible.

Scientax, khind. Chrollo do take a look at the fundamental. Of course not asking you to invest ya. Just to increase the knowledge of a broking firm worker to be. Anyway, what kind of work you wish to do? remisier?

Ntpboon: Not only mr. kkchongz but a lot of fundamental sifus do recommend and bullish with presbhd. Keep invested for long term and don't worry about the short term fluctuations. Congrats for holding presbhd. It is a good growing stock.

Johor, johor and johor. Ecoworld is a hot selling cake in johor after the phenomenal country garden of china. Ecoworld hold some big chunks of land in johor, especially iskandar. There are so many developers there, there will be of course risks for developers. Only the strong one will win. I will not be surprised if ecoworld can beats mahsing,trop,uems,sunway in terms of sale. Survival of the fittest.

Chrollo: stock broking firm. Dealing with shares for the entire life. You like it? If yes pls keep your passion burning. life is short, consist you want,have no regret. At least you can give us some tips if it doesn't break your ethics as stoke broker. Haha

Ntpboon: Check nanyang newspaper today page A11. Off market deal of 8.3% done at RM3.22; 4 CENTS higher than market price of RM3.18

Institutional investor bought a 8% stakes in presbhd. You can buy at 4 sen cheaper than them. Presbhd is a baby of most institutional investors, join them to share the rewards.

Hi chinesetea. Mgo will be triggered if new shareholding more than 30%. In case of focal, the eco mgt initially wish to buy out the entire shares unhold,but minor shareholders rejected. Ecoworld is a good company,they don't force shareholders to sell. Since they will stay listed, they repackage focal into a brand new Ecoworld. So the remaining 35% will prosper together with them. Fyi ecoworld and mahsing hold some small piece of lands at batu kawan, the coming Ikea penang.

There are differences between investors and traders. Traders want big money fast, investors don't mind spending years. It's a big pantang for investors to buy today and pray for a 10% gain next week. You know who you are.

Don't expect share price to keep on up up up. Invest with strategy not emotion.

Price wise:
Ecoworld last month RM3 today RM4.40
Smrt holdings last month RM0.215 today STILL RM0.215

GUCCI or beg tangan 1malaysia, you know what you are holding.

Nope in order to be listed on bursa there is a requirement to have a certain portion os shares to be owned by public. Like last time datasonic dunno how many millions only available for public. But after bonuses and split become 600m shares. Drop bit I am not worry at all. Small volume only, retail investors impatient. Invest for years, trade for less than that.

It's current trend. Goreng trend to be exact. Nta can be land,property,buildings or whatever they considered as asset. Share price can be lower or higher than nta. Tech company can have low nta but high share price. Prop company can have high nta but low share price. nta only applicable when privatization or m&a like prkcorp and kianjoo. As an indicator how much assets per share deserved. Some examples that I can think of are sbc, mkland, trop are below nta. But speculate at your own risk. Haha.

Fishy. Kindly describe more regarding the fishi-ness that you felt. LOL
I wonder whether BURSA will unlist them.

BTW all HL shares up today. Wondering if there's any news brewing.

Chrollo. Exactly. Puncak only down 6 cents despite selangor didn't take over water. Must be something good for people to buy from the panickers. AEONCRT being sold heavily by foreign funds. Cannot move in since it is still downtrending. Chrollo genting bat nestle dutch lady all good expensive shares. The have been discovered sinced ages ago and the capital gain won't be as good as ours. We are digging undervalued shares with solid fundamental.

The stock must be fundamentally strong, gaining upwards momentum, then boosted by bullishness of investors for it's feng shui. That's my opinion.

Did anyone noticed hlcap? Thin sell thin buy, too low public float therefore not compliant to bursa. What is the consequences of being non compliant anyway. Any comment, chinesetea??

Nice closing. I believe more retail investors will be attracted to the fundamental of presbhd. ROE of 53%, 46% & 45% 3 years consecutively but PE only 15.

* Undervalued.

Looks like our portfolio closes mainly GREEN today.

Presbhd up 20 cents, Karex up 13 cents, MKH up 7 cents, Dsonic up 4 cents, Willow up 2.5 cents, Matrix & Ecoworld up 2 cents.

Congrats for holders, especially Presbhd. Fundamental / value / undervalued investing always being rewarding.

* Scable: Glance through the results, not as strong as our portfolio. business wise I'm not sure. Study this weekend. But as chinesetea said, concentrated portfolio will do.

In Datasonic people saw value in their strong financial reports, monopoly type of business model and coverage by analysts. Then only decided to buy. I believe most holders bought late. If they can predict & foresee Datasonic at today's price, their RM3 will be tripled to RM10++.

In Ecoworld people know the share price will be exorbitant in near future, probably within 3 years. Sometimes you need to PREDICT what will happens before you saw the results with your own eyes. You pre-book the future tickets at lower price. Take an example, you spot a piece of good land strategically located beside the road selling for RM1m. You know that piece of land will be a hot cake in future. So you bought it first. After holding for 10 years you can easily sell off for RM20m. That's the logic.

Pay a visit at Ecoworld's showroom or show unit. They will be having event this Saturday at Bukit Indah. Look at how peoples craze over their products despite the tightening control by gov. This is something that even big guns can't fight.

Biometric fingerprints, nextcode and contact-less chip.

Berry they are backed by gov so these modern machines got sponsor one don't worry. Btw they are not listed one but national entity. But it is the first time they do card on a large scale so must consult datasonic the expert and professional ID card maker with superb security features. data can earn consultation fees. Zahid also mentioned that it comprises of high security features. Who else can produce this in Malaysia ?? If chip is involved you can be certain who is the chip producer.

Kontrak bagi mereka print sbb mereka adalah printer nasional. Tapi Ciri ciri sekuriti i-kad itu bagi siapa??

Tew, Unclez tak pernah comment Kat thread ini. Tapi blog dia ada.

Yes tonylim. The latest new high is RM2.98. MORE to come after breaking RM3

Presbhd ni lain sikit dgn dsonic Dan eco sebelum ini. Dsonic Dan eco kurang seller sebelum ini. Tapi pres banyak seller kurang buyer. Nasib Baik label harga tinggi. Baik Kalau hari ini peach RM3 senyap senyap. At least isnin akan stabil dalam harga ini. Isnin akan Ada Lebih banyak buyer.

Nampaknya Presbhd perlukan research report utk start engine.

TP from CIMB: RM3.51

Target RM3.51 (Stock Rating: Add)

Prestariang's bullishness on its new oil & gas training venture was evident during our Corporate Day. We concur that there is strong demand for this business over the next few years. We maintain our EPS forecasts but raise our target price as our sector P/E has risen to 14x 2015 P/E (previously 12.5x). The higher P/E rating also reflects a scarcity premium as private higher education stock, HELP is likely to be taken private soon. Prestariang remains our top small-cap pick.

What Happened
Prestariang participated in our Malaysia Corporate Day conference yesterday, meeting around 40 fund managers in a few small group meetings. There were a few positive surprises from the presentations i) The company is seriously looking to scale up the oil & gas training business as its existing school is already operating at full capacity. It is looking to set up a new oil & gas training school in Johor, probably sometime this year. ii) There is expected to be strong revenue contribution from Autodesk software in 4Q13 as the company finalised new distribution terms with Autodesk in 3Q13. Prestariang is now the master distributor for Autodesk software for the education and oil & gas sector. iii) Prestariang is looking at acquiring regional businesses which have synergies with its current core business. The company has already hired a consultant to search for opportunities in the region.

What We Think
We are also bullish on the company's recent venture into the oil & gas training business, which should be the main earnings growth driver over the next few years. Our forecasts do not incorporate any earnings from the expansion plans for this business. The expansion of this business in the region is long-term positive for the company but is not expected to make significant immediate or medium-term contributions.

What You Should Do
Remain invested in the stock. Its long-term growth outlook is exciting, thanks to its recent venture in the booming oil & gas training business. With HELP International (HELP MK, Not Rated) likely to be taken private, there are limited options for investors looking for stocks in the education sector, other than Prestariang. This could mean that investors will focus more on Prestariang for exposure to the education sector.

Source: http://klse.i3investor.com/servlets/staticfile/232566.jsp

Chrollo what kind of seminar is that ??

Yes, learn from experience. But then each and every year is a new challenging year. But for sure we will be better each year.

Elvin Beh: Look at those thick line of sellers, don't think your 10k will have significant effect. We need "big funds" to push up.

Else wait for announcement from Datasonic. I think the technologies of the new i-kad is related to Datasonic.

Datasonic will up today.

Initially I thought we should create something like the star 2014 and Hong leong 2014 watchlist. Because we won't do transaction with these counters but see their return in one year

Check the homepage of I3, drag the the lowest part at the center.

Director Dato wan bought a total of 100,000 shares at 2.05 and 2.10 respectively. Hinting current price is still low, and good news are brewing. Stay tuned, stay patience.

No point to bash. Nothing wrong except it's not as attractive as other prop counters. Not a good time for listing. If you listen to me and bought matrix on 17 Dec u have already earned 20 cents capital gain plus 10 cents dividends, rather than get your money trapped in titijaya.

Invest1818 regret no more. A past is over. Once those contra players all swept away, you won't be regretting anymore as ecoworld will reclaim back their crown and go higher. Look at the draft discovered by chinesetea. Regarding ioi prop might take a look on listing day.

Good one chinesetea. Perhaps it will be published tomorrow. Today lets grab some at low.

The Sun Daily 9th Jan 2014 Thursday:

Selangor takes over water

Khalid: State has ministry's green light to proceed with restructuring exercise

News without Borders (Page 10)

Morning invest1818. Correct personally I don't own more than 5. Those stocks are for reference. All are rock solid fundamental counters.

I believe but personally what you said make sense. Since you said that it will be good I'm pretty sure it will "ONG" our counters. 2014 will be a good year for us.

I am not very familiar with the watchlist creation so better stick with comment, suggestion & instruction from chinesetea.

* At least you can learn how to create a presentable and organized portfolio so that you can be proud enough to publish yours next time. LOL

If everyone adds in any share it will be a long long list. That time Chrollo the "fund manager" will be pening-pening. LOL.
FYI AEON Credit & AEON are separated listed company. AEON beli-belah belongs to AEON. For me Sunway is a past. The Cheah's era is over.

Personally I think justified to 1st jan 2014 to 31st Dec 2014 will be a complete 2014 list.

Chrollo please DON'T ADD IN mine. I just need comments. Thanks

Chinesetea: Good one. Hopefully we are able to witness your glorious achievement in 2014. 2014 will be a much more challenging year.

* add on jobstreet kossan willowglen cbip

invest1818: If O&G why not Barakah instead of Perisai ?? Mind to share your view ??

Chrollo: You learned but don't know how to apply. Never Mind. Those that can applied easily we can called them sifu. LOL.

My watchlist:
ecoworld, dsonic, matrix, mkh, presbhd, TN logistic, AEON Credit, OCK

* Please give some comments guys. I prefer a negative one so that I can learn from a different perspective.

Agree with chinesetea. Something related to value or fundamental will do fine. You will be the organizer, Chrollo. But chinesetea you are really ambitious, kkchongz & rchi are two of the most respected forumers in i3. A like for your confidence.

Personally

Hibiscus: "will" find out, "Going To" get oil. Speculative enough.

Brahim & Karex: Urgently need their upcoming financial report coming this Feb or March to verify their fundamentality.

Puncak: Monopolied water business in Selangor but after selling our their bread & butter water biz, will GOB provide stream of O&G contracts ???

iamalex: Thanks for the explaination will spend some time to analyse this weekend. I dont mind spending time to analyse a company as long as no speculative elements is involved.

** BTW this thread is NOT only for eco holders ya. Any investors that appreciates value are welcomed to join. Share your counters with solid facts and arguments I'm sure investors will be interested to learn more.

Chrollo: Now we have glove master invest1818 to join us. I really hope more value investors can join us & analyse companies together. FYI the fundamental grand master kkchongz the expert accountant can give powerful insight on financial data.

Chrollo: Anyway I am not very optimistic on I-City, might be good for office but really cannot lah. Went there few times and saw some makcik bring nasi lemak picnic there, after that food leftover all around. That's why I am not interested in i-Bhd.

invest1818: Don't stressed me up bro. Else if suddenly drop like after UMA that day you might blamed or cursed me.

Regarding hibiscus nope. So far I havn't see any fundamental value inside. Any comment from Hibiscus ?? Wish to join ???

Chrollo: seriously go visit setia alam. Originally it was part of meru klang now the well-known setia alam, look the the park n environment there. But the shopping center empty shell, small nia. Desa park city good too, but only for the filthy rich. Great to hear that you wish to stay away from a rats race. Work to take payslip then stress then get scolded by boss or customers. Hmm.

Welcome on the board invest1818; hope you didnt panicked sell your eco tickets ya. That's the ticket for future.

Chrollo fyi invest1818 is a great contributor for kossan the glove stock. You might wish to check out his sharing there.