https://bursagoinglong.com/2018/05/23/analysis-of-mah-sing-group-berhad/

If it is officially announced that Company A will take over Company B for RM X per share, you wouldn't have a brush with the law if you deduce that the shares of Company B will increase, based on the offer by Company A.

The lesson here, for bloggers, is not to promise or forecast a statement that is misleading. If you want to state your opinion, make sure it is backed by credible facts.

Shit like, this company A will take over company B (without basis/false/misleading). Buy buy buy company B!

That stunt will land you in trouble with the law.

178. (1) A person shall not–
175
(a) by making or publishing any statement, promise or forecast that he knows
to be misleading, false or deceptive;
(b) by any dishonest concealment of material facts;
(c) by the reckless making or publishing, dishonestly or otherwise, of any
statement, promise or forecast that is misleading, false or deceptive; or
(d) by recording or storing in, or by means of, any mechanical, electronic or
other device, information that he knows to be false or misleading in a
material particular,
induce or attempt to induce another person to deal in securities.
(2) In a prosecution for an offence under paragraph (1)(d), in relation to the recording
or storing of information, it shall be a defence if the defendant establishes that when the
information was recorded or stored, he had no reasonable grounds for expecting that the
information would be available to any person.

bursagoinglong.wordpress.com/2017/08/09/analysis-of-three-a-resources-bhd/

Last year, I remembered that experts also believed that the market would be volatile etc. Despite all of the negative news, the market proved them wrong. Last year was the best year for equities (Malaysian perspective) in the last 2-3 years.

I won't keep too much of cash. Stay invested at all time - like 90-95% of your wealth but do not apportion all of them in equities. I keep only 5-10% in cash, most of the time. Diversify you wealth into other asset classes. You won't make incredible gains but you won't lose much if things go south.

Staying invested is recommended because the market only makes a/some bullish stride(s) for a number of days per year. The rest of the time, the market will be mostly sideways. For example, if you hadn't invested in January 2018, you would be at the sidelines when the market was bullish. Because no one can tell when the market is bullish, it is better to stay invested all the time. (Read Tony Robbins - Unshakable)

Cash can always be raised from the savings of your monthly income (salary or from business).

Hi More2It, the experts' guess is as good as yours i.e. they don't know. Don't rely too much on expert. I used to but now I just take their advice with a pinch of salt.

As for your predicament with spare cash, you should shape your portfolio to take advantage of market drops by diversifying into other liquid assets which have no/little correlation with the movement of stock markets i.e bonds. That way, you can liquidate bonds to invest in equity when equity is beaten down.

When the market is on the rise -sell off equities to rebalance your portfolio. This is an approach adopted by Tony Robbins and Ray Dalio. It however, requires a more hands-on approach to investing.

Another method is by using margin on low volatility stocks i.e blue chip, especially when a blue chip stock is beaten down by market drops. Riskier but it does have its merits.

Good luck!

If it takes WW3 to get a fair price for a share, then you wait. As simple as that. If you cant wait, go back to speculating. But dont call yourself a "value investor".

It says in your profile that " No longer a speculator. I am a value investor now. 貪心輸錢贏，輸血不輸錢。 人人去輸血，殺人不打風。 落雨去離島，離家飲煉奶。 見人分遺產，出獄嫌錢腥。 快樂冇人格，出家冇人工。 攻而無不克，戰無不勝矣。"

You don't walk the talk. What a shame.

Well unfortunately, that is how it works Goh. You'll just have to wait patiently for the fair price with sufficient margin of safety.

Hi @gohkimhock.

There will be times where the market is volatile either from an economic slow down, war or other external factors. At that time, it is possible for a share like CCK to reach 85 cents a pop. Never disregard anything.

"The stock market is a device for transferring money from the impatient to the patient" - W.B.

Hi @supersaiyan3

Yeah I agree. However. the performance of Nam Cheong is beyond him. It is the current climate affecting capital expenditure in the O&G sector, which then affects ship builders like Nam Cheong.

Hi 3iii. Thank you for commenting. While Scientex is generally a good company, it is in no one's best interest to take financial matters lightly without being adequately informed.

It does not take long to read either :)

After reading some of the comments in this article, as the writer of "Who is afraid of share margin facility": http://klse.i3investor.com/blogs/elsoft/133215.jsp I would like to emphasis that the purpose of the article is to disseminate the workings of a share margin facility.

Even if the article suggests that everyone should get a share margin facility, some may have over thought that statement to mean that margin play should be part and parcel of one's investment. That is simply not how it was said.

This is an except of my article:

"Hence, our stance is that every investor should have a margin account even if there is no impending need for it yet. Like substituted soccer players, you can keep them on the sideline and only put them to play when it is necessary to do so."

It is my intention that a share margin facility be kept at the SIDELINE and to be used when NECESSARY (for example, when the market is recovering from a crash).

Hope that clears the air.

thank you for your kind compliments kcchongnz with regard to my article.

http://klse.i3investor.com/blogs/elsoft/133215.jsp

donfollowblindly Beg to differ. If KC Chong damn good he must be very rich. Can he name a counter his name appear as top 30 shareholder in annual report?

That is a very naive.. Being sensible doenst necessarily means that he will be rich.

Hi ipomember. Thank you for your comment.

If you click on the sample Fact Sheet (link is in the article), you will observe that Funding Societies Malaysia does provide an assessment of risk.

Thank you, I appreciate that.

Thank saizen. Please consider adding me on facebook for more updates :)

Very irresponsible writing.

You are comparing HengYuan to the likes of Dutch Lady, Nestle and BAT. All of which are stable consumer counter and are rarely affected by cyclic factors.

HengYuan on the other hand is at the mercy of cyclic factors such as the volatility of crude oil prices.

Hi Dericlock.

Thank you for reading. Yes, P2P financing is a legitimate fundraising vehicle that has been given the green light from the Securities Commission of Malaysia. Yes, there have been coverage from local newspapers regarding P2P financing.

Unfortunately, there is a stigma that legitimate P2P financing platforms like Funding Societies Malaysia is a quick rich scheme. That is misleading. A quick rich scheme will not be given approval by the SC of Malaysia and banks like RHB would not have worked with them.

http://www.thestar.com.my/business/business-news/2017/04/12/expand-funding-for-underserved-smes/

If you have any queries regarding Funding Societies Malaysia, please do not hesitate to contact them through the link in my article.

it's a decent stock, it is also on an uptrend and the management is buying its shares. Read my article.

I agree. I cant see interest rates going higher in a low interest environment.

It depends on your risk tolerance. Fair value is about RM0.80 - RM0.85. If you are conservative, you might want to look at a safe entry price, maybe 10% discount i.e. RM0.75.

Good luck!

Every company starts from a few million in revenue. Don't forget that.

Duke 2A is not yet in included in the books. It is unclear if Ekovest will be constructing Duke 2A.

Please don't take this article as a self-serving means to jack up Ekovest's share price or to as an inducement for people to purchase. This stock has been one of the hottest stocks in recent month. It doesn't need my help at all.

I have written about other companies which I do not hold shares namely Malakoff and BJFood with no intention to promote. I just like writing about companies which I think have good fundamentals and worthy to be noted.

If you have read Peter Lynch's One Up on Wall Street, you will come to the realisation that some stocks, even though they have went up 100-300%, have the potential to rise even further. Peter Lynch gave many examples wherein he bought stocks which have already doubled or tripled in value but still managed to be a 10 bagger (1000% increase) in the future.

Warren Buffet in recent months also bought millions of shares in Apple. Apple's shares have seen a meteoric rise in recent years. That did not stop Warren.

Purchasing stocks is a personal venture. We all have different risk tolerance and investment horizon.

Good luck!

Hi RainT. Thank you for commenting.

A PE cannot be taken on its own without reference to other companies which conduct roughly a similar business like Elsoft i.e. the design and manufacturing of automated test equipment.

Other similar players' PE would be:

Vitrox - PE pf 21
JF Technology - PE of 100
MMS - PE of 18

I would think Elsoft's PE is slightly above average but in line with other industry players.

I wont be too concerned with PE per se. PE fluctuates from time to time. If PE is a concern to you, it is better to take into account the average PE over a longer period of time.

My paramount consideration is whether a business is sound with strong future growth. I think Elsoft fulfills the above criteria.

haha then it shall remain a mystery for the foreseeable future.

But yeah I think looking for 10 x 250MW assets would be quite silly to make up additional 2500MW that they intend to achieve.

But to be fair to every reader, I will put a note so readers can decide for themselves.

Thanks Rooney8

Hi rooney8. Actually they are planning to acquire at least 10 power generation assets. It is quite clear from The Star article unless The Star misquoted.

"Malakoff Corp Bhd is currently looking at proposals to acquire more than 10 power generation assets in line with a plan to increase its power generation capacity to 10,000 MW by 2020"
Read more at http://www.thestar.com.my/business/business-news/2017/04/19/malakoff-looks-at-buying-10-power-generation-assets/#lSPZZmL7KSxe0KRV.99