Vitrox - 过高估值的隐忧

https://klse.i3investor.com/blogs/bluefun/2020-02-23-story-h1483912675.jsp

:P

:P

风琴 Frontkn Q419季度业绩预测

https://klse.i3investor.com/blogs/bluefun/2020-02-15-story-h1483823052.jsp

wow, let's see than. Hold frontkn from Jan19 until today :D

Good or bad lets see kikiki :D

《AWC 股东大会游记》

https://www.facebook.com/bluefun696/posts/976112492781831

https://www.facebook.com/bluefun696/posts/883867718672976

《改善会让价值释放，勇气低买耐心等待大上扬》

https://www.facebook.com/bluefun696/posts/870863119973436

拿掉你的盈利,你还剩下什么??

https://klse.i3investor.com/blogs/bluefun/161457.jsp

Hi patrick , all of this photo is hiking photo haha :)

VenFx 兄，

祝您事事顺心得意，兴旺发呀 :)

The Sunset or Sunrise of Plastic Packaging Industry

http://klse.i3investor.com/blogs/bluefun/147676.jsp

The Sunset or Sunrise of Plastic Packaging Industry

http://klse.i3investor.com/blogs/bluefun/147676.jsp

The Sunset or Sunrise of Plastic Packaging Industry

http://klse.i3investor.com/blogs/bluefun/147676.jsp

Hi Sifu KC,

Highly appreciated your positive comment. I will try my best to improve myself, to be a better person :)

I am stay in Klang Area, will drop you an email for a connection, can't wait to meet you for a sharing session :D

祝大家：新年快乐，恭喜发财，万事如意，心想事成，今年一定要比去年过得更好 :)

VenFx，拨开云雾见青天,牛途漫漫从头越

一起加油 :)

谢谢与感激 Sifu KC 的留言，bluefun 小弟会继续加油，努力向上 :)

希望有天可以与您面对面喝杯茶，聊聊股经 XD

不算不算何来胜算之算算

http://klse.i3investor.com/blogs/bluefun/145715.jsp

Fajar - 化木材为横财,欠东风为喝彩

https://klse.i3investor.com/blogs/bluefun/144137.jsp

Thanks for good sharing SOS Finsnce bro, let's patience & confident wait for great rewards :)

趋势中的基本面分析 - Mitrajaya

http://klse.i3investor.com/blogs/bluefun/141666.jsp

今年沒遇見您，有點遺憾。

希望可以與您一起加油

持之以恆，水到渠成 :)

Hi Mr Tan, highly appreciated if you can delete this post. I will share in my blog in i3 later. Hope you understand my effort on write-up, collect data etc. I hope my article will appear in my blog instead of sharing.

Thanks so much :)

I am Old man style, need to time to digest the new web site setting , hahaha

Will post to my i3 blog tonight, please do not repost thanks :)

https://bluefunfa.wixsite.com/mysite/single-post/2017/11/09/%25E5%2598%2589%25E7%2599%25BB2017%25E5%25B9%25B4%25E6%258E%25A2%25E8%25A6%25AA%25E9%2581%258A%25E8%25A8%2598

AGM 探親遊記

投資理財一步一步，

伴隨價值邁向幸福，

腳踏實地康莊大路，

抄走捷徑悔恨當初。

左三年，右三年 - 傻孩子與嘉登兄

http://klse.i3investor.com/blogs/bluefun/136241.jsp

伴随着公司一起成长，投资这事不是 hit & run

看好看坏看你自己，投资致富一步一步

:)

Still remember MRT2 packages? Gadang bagged 952m at the end of the announcement.

The better one always will be in the bottom of the dishes.

Believe, confident & have faith with Gadang, kikiki :D

Reduced in revenue mainly due to completion of the construction project, but few positive main point in FY17Q4:

(1) PBT 45m, highest track in record

(2) EAT margin improved from 12.34% FY16Q4 to 18.38% FY17Q4 (leading profit margin, > profit margin, > PAT, > EPS)

(3) Income tax expense increased from 24% FY16 to 27% FY17 (current tax rate: 24%). If we calculate the tax rate as 25%, PAT will be 32.5m in FY17Q4(highest in record)

(4) Dividend 3 cents(20% of EPS)

(5) Net cash flow in CFFO 43m FY17, -2m FY16

(6) Reliable & dependable management (In last AGM, management expected that profit for FY17 will be better or above FY16


Perhaps will be a little sell down in short term, but top fund/institution will be happy because can accumulate more shares interest in Gadang.

Leading profit margin in mid size construction company with a proven track record,

Construction order book 1.5b, property unbillled sales 136.2m, recurring revenue from utility

LRT3, hospital project, HSR, Pan Borneo

I still will be my faith Gadang. If we say cannot let go our love, Gadang will be my love XD

When the ship near the bridge,
the bridge will bcum straight

持之以恒，
水到渠成

Value investing = the power of compound interest

Patience = BIG Gain

:)

Lol, bro duit too humble, You have good reputation in i3 forum XD

Hope one day we all can gather together & share our thought :)

Add oil together, 持之以恆，水到渠成 :)

thank you Mr. KC for your good compliment, appreciate your article always enlighten me with new idea in my investing path & my life

I really hope can meet you one day

:)

cash & free cash flow is king LOL

dividend is a "bonus" & "appreciation"

:)

well said bro sosfinance :)

Keep our patience & confident when the sea is "no much movement & excitement"

Once the revenue is recognize, profit significant jump, get more contract(LRT3 & Hospital), recurring income from plantation & utility division

That time, gadang sure will attract more investor to come in,

pasti tuju langit, kikiki :D

Few questions to Luxchem's Mangement in AGM 2016 dated 5/5/2017

1. Is it company secure new customer/big sales order? from FY17Q1 Q result, revenue achieved highest at 218m compare to 186m in FY16Q4? Huge increase about 32m or 17%.

2. Financial guarantee increase from 56m in FY16Q4 to 98m in FY17Q1, an increasing of 42m or 75%?. Is it for subsidiaries to expand its production or big sales order from oversea customer?

3. What is the dividend payout policy for FY17? how many % of EAT?

4. How much contribution revenue, EAT of Transform Master in FY16 & FY17Q1?

5. Did company set a policy employee that exercised ESOS cannot sell the share in open market? If yes, how long?

6. Did company plan to acquire its vendor/peers for cost efficiency & increase the market share? since cash rich at 115m in FY17Q1?

7. How is the progress in Vietnam plant(Luxchem Vietnam Co. Ltd)? When is the expected date/time frame to generate income? Can increase how many % sales if fully commercialized?

Due to working & rush for account closing for month end, bluefun is unable to attend Luxchem's AGM held on 5 May 2017. Seek for shareholder/investor that will be attending assistance for above question. Please share the comment/answer here, thanks so much in advance.


Together we growth slow & steady with Luxchem, transform our future to be a master in our life :)

Lol, no worries, already informed my friend who will attending the Luxchem's AGM to clarify, let's wait patiently & i will updated the info here :)

Valuation is based on the facts & figure, the outcome is always solid, kikiki :D

thanks Patrick for your highlights, good one :)

Few questions to Luxchem's Mangement in AGM 2016 dated 5/5/2017

1. Is it company secure new customer/big sales order? from FY17Q1 Q result, revenue achieved highest at 218m compare to 186m in FY16Q4? Huge increase about 32m or 17%.

2. Financial guarantee increase from 56m in FY16Q4 to 98m in FY17Q1, an increasing of 42m or 75%?. Is it for subsidiaries to expand its production or big sales order from oversea customer?

3. What is the dividend payout policy for FY17? how many % of EAT?

4. How much contribution revenue, EAT of Transform Master in FY16?

5. Did company set a policy employee that exercised ESOS cannot sell the share in open market? If yes, how long?

6. Did company plan to acquire its vendor/peers for cost efficiency & increase the market share? since cash rich at 115m in FY17Q1?

Due to working & rush for account closing for month end, bluefun is unable to attend Luxchem's AGM held on 5 May 2017. Seek for shareholder/investor that will be attending assistance for above question. Please share the comment/answer here, thanks so much in advance.


Together we growth slow & steady with Luxchem, transform our future to be a master in our life :)

Few questions to Luxchem's Mangement in AGM 2016 dated 5/5/2017

1. Is it company secure new customer/big sales order? from FY17Q1 Q result, revenue achieved highest at 218m compare to 186m in FY16Q4? Huge increase about 32m or 17%.

2. Financial guarantee increase from 56m in FY16Q4 to 98m in FY17Q1, an increasing of 42m or 75%?. Is it for subsidiaries to expand its production or big sales order from oversea customer?

3. What is the dividend payout policy for FY17? how many % of EAT?

4. How much contribution revenue, EAT of Transform Master in FY16?

5. Did company set a policy employee that exercised ESOS cannot sell the share in open market? If yes, how long?

6. Did company plan to acquire its vendor/peers for cost efficiency & increase the market share? since cash rich at 115m in FY17Q1?

Due to working & rush for account closing for month end, bluefun is unable to attend Luxchem's AGM held on 5 May 2017. Seek for shareholder/investor that will be attending assistance for above question. Please share the comment/answer here, thanks so much in advance.


Together we growth slow & steady with Luxchem, transform our future to be a master in our life :)

Thanks win_win for your sharing of TMSB business wise, hope to see more your sharing on Luxchem in future :)

Luxchem(5143) - 脚踏实地，用心经营 Slow & steady wins the race

http://klse.i3investor.com/blogs/bluefun/121792.jsp

Patience with passion = power of compound interest

:)

invest is all about a company future prospect/future earning

invest v patience & passion to meet the power of compound interest

well diversification in few divisions to migrate the risk too rely on construction & property

FY18 onwards - Shining star will be rise - Gadang

Let's us steady & sustainable growth v Gadang, kikiki

:)

invest is all about a company future prospect/future earning

invest v patience & passion to meet the power of compound interest

well diversification in few divisions to migrate the risk too rely on construction & property

FY18 onwards - Shining star will be rise - Gadang

Let's us steady & sustainable growth v Gadang, kikiki

:)

When the ship near the bridge,

the bridge will become straight.

Keep our faith, keep moving on

:)

my bang apini, glad to know that we are still same boat & keep our faith in Gadang

about 3 years we hold Gadang together, wind wind rain rain we walk through, so far Gadang didnt let us disappointed :)

we know her business well, so we didnt sell it when share price ding ding dong dong

we know top management is honest people, so we didnt sell during profit dropped in FYQ117

thank you for always enlighten me in my investing world, you are my sifu forever :D

持之以恒，水到渠成

:)