At the moment, I do not set TP to sell. I plan to let it swing with the up trend of CPO.

lching: thks.

I know limited stocks only.

Duta, KM, WTK are all strangers to me.

lching: I have no luck in plt stocks.
JTiasa(lemon stock, waiting opportunity to dispose).
TSH(small profit only).
Semi-plantation: KFima(losing $), MKH(good profit so far).
Do u have any 心水股？
Good luck.

Pon kau chai. Put Thai dai nit nui.Riang you.

Khun Thai? Ying Dee Tong Rap krup.

Friendly match only. Looking forward for the next interaction soon.

Hi lching: Pure Luck lah!
In fact, I made more( 1x Note3) from Huayang for about the same timing. On the other hand I was unlucky in disposing GT too early, 7 x IPhone slipped away.
Luck ah luck.

Comment from negative side? I like it as long as it is logic. At least it cools down the swollen head. It is much better than Hooray wind blowing people high up till Holland.

In the case of Kossan, I disagree that shareholders played price down to scare retailers. This is not their style if you know LeeKS well.

I got some at 2.89 too. I have built sufficient holding on Padini. Will stop buying for the moment unless there is a fire sale.

不可能70-80%。跟你賭一杯咖啡。

Jolie2: I got your good message and thks for yr good intention. Pls keep on comment so that we can see the bigger picture of the stock and industry.

I have MPI in my portfolio. I would let my MPI flows along the up trend to reap more profit. I aware that this unavoidably associates with some risk in returning part of the paper profit. 吃得鹹魚，低得渴。

Mr. Teh: Congratulation that you have bravely and successfully taken the heaviest first step.
Wishing you a very Good luck.

I have collected this Stock since last week for its increasing dividend payout and also the one off sell down pressure by Islamic fund which has nothing to do with its core biz performance.
I have also reserved fund waiting for it to drop further so that I can increase my holding. I guess after div ex date this week, another round of selling may resurface which is a great opportunity for me to buy more and averaging down.

Good luck.

Ha! Reading story of lemon a lot of times is more interesting than reading story on hidden gem.

There is no such thing as absolute riskless. I interpreted his “riskless” as less risk in relative to most of other stocks. I reckon that both KLK and BKawan are the safer counters to invest into even at the current "boiling" market moment.
In this context, how much profit can be expected from both as compared to others is another story.

"官先生 :长寿之道：…..锻炼头脑（….批评政府）….”
哦! 原来批评政府可带来如此大的附加好处. 好! 就开始批评政府吧.

"官先生 : ..投资方式于巴菲特不同，更加活跃。是一个赌徒。"

只有自信与诚恳的人才会自认为投资赌徒. 你呢?

我? 肯定不高高在上, 只怕也是赌徒一名.

大陸人说:『窮、所以仇富；仇富、所以窮一世』。

态度决定高度。

I also strongly believe this round, YTL will bring me profit. I buy.

I strongly believe Yeoh’s intention is truly altruistic. His apology reflects his humble and holy character. That made him an ultra successful man. I salute him.

写错成语. 该是:"马首是瞻".

撞彩啦

呢次死啰!一直以來以你马膽是首。4塊卖，4.12又卖， 才知道有4.12+15%，oh，my God你叫我如何是好？(说笑啦)

幸好，還留有几粒老本防身，才不至于吃蛋。

I am inpatient in waiting so I bought 5000 yesterday and queue for another 5000 shares today. God bless me.

If the current bull stays, I think MPI can go much higher seeing the current inexpensive PEx and higher margin product mix vs past times. (PE of next yr has to be adjusted back the pym on patent infringement which equals to almost earning of 1 qtr).

If the bull says sayonara, all stocks follow suit, inclusive MPI, and myself.

I just joined early May and RM5 it is too less for me with the current exciting outlook.

You got Padini at 1.60? I just bought today with $ from GTronic as well.

Yes in early May when MPI <4.3.

Ok, then I will keep some till 4.12. I do know if anybody want to buy my 3000 shares
at 4.03.

Ha, At last I have one sell transaction more than 4.00. More to come at 4.03.

不排队啦，吃妳1.93.

I have the same concern as "backspace" bcos of the selling pressure from Islamic Fund. However I am willing to take risk in buying Padini now.

Loved by many people but they are quiet. I am one of them.

thks, wongwee.

Dividend 35 sens @ price RM3.60 = 0.97% dividend yield. This is definitely not a high dividend stock.

I saw you at Padini. I am doing shopping there too. Plan to buy some.

Hi lching : you missed the recently hit RM4.00?
I missed. Then I sold at 3.95 last week and today at 3.98. My queue at 4.02 was not matched. Will try again tomorrow.

I too think it will drop back.

Ai yah! I am a greedy piggy lah.

Tortoise will give you surprise in price (up or down) once in many years. I have waited long enough for the up.

Down ? I think it is very unlikely in short term unless foreign fund pulls out again.

Let us sing "等到花儿都谢了".

I am the little frog in well as I know only MKH.

I would not surprise seeing it touching 1.99. 1.80 would be attractive to me too, by then I would agree that KFima is highly undervalue. RM2.16 is fairly value to me. So I will Hold what I have now but will not add more.

8 sens was proposed few months back. Likely ex in September

I do not think that it's financial is solely depend on plantation, but I still like the overall comment.

I cut the comment by Bateman and paste it and would recommend it to u.
(Thks Bateman, and pls forgive me for promoting yr view w/o getting yr permission)

Posted by Bateman > May 29, 2014 10:40 AM | Report Abuse

I think it is a mistake to invest on Kfima based on its supposedly attractive valuation. If you do study the long term financial performance of the company, you will notice that Kfima is a poorly managed one. First, the financial performance of Kfima is solely dependent on the performance of its plantation division. If you look further into the numbers behind, you will find that the company has constantly producing returns that are below the industrial average from its plantation division time to time. So, what does this tell me? It tells me that Kfima is a below average and inefficient plantation player among its industry peers.

No doubt Kfima is producing good cash flow year by year, especially from its stable printing division. I feel the management has not done enough to reward its shareholders with its cash hoard. Hence, you see the low valuation in its market value. The share price of Kfima will track the long term performance of CPO prices. As long as we see increased liquidity into the plantation sector from the broader market, Kfima share price will go up. In my opinion, Kfima will most likely realized its intrinsic value through privatization.

In my opinion, KFima will hibernate again with periodical turtle movement. I interpret RM1.60 (May 2011) to RM2.28 (May14) as turtle movement, slow but steady. Anybody likes excitement will be likely disappointed by this counter.

It is not that simple in the case of KFima. As described by you, I saw CPO in uptrend and bought in KFima last weeks at 2.36. As at today, price of CPO is still at the same level as last week, but almost 10% of my capital in KFima has gone the wind.

I opine that earning is the most direct factor, no matter how high CPO may up, if the company cannot make good profit, share price will not go up but down

Hi Aero1: Thks for yr comment.

I opine that MKH is doing well and in growing track but not to the level that we should rush in basing on its latest result on Q2 or 1st H. I will hold this counter longer but not to add more at the current price. Good luck.

Mr. Inwest88: Thks.

I am not worry about its fundamental else I would have sold this counter yesterday. I am sorry about its “lost upside opportunity” in this round of Bull Run.
Sigh, part of my limited capital is now stuck with it for few years.

Thks. The one off gain is 29.4 mil. Typed wrongly as 19.4. The eps is still right.

My fast calculation may be inaccurate. Just want to cool myself down.
Excluding one off gain(rupiah) RM19.4 mil; PAT=50.7-19.4=21.3 mil and eps = 5.08sens ONLY.

Annualized 5.08= 20.3 sens. At RM3.66, PE = 18X.
How much more room for it to go up ?

OK, let's say PE at 20x, it is at RM4 only. Is this RM0.40(4.0-3.6) upside so great to shout loud ?

Pls do not shot me, as I have lot of MKH on hand.