cheoky

cheoky | Joined since 2015-06-03

Investing Experience Beginner
Risk Profile High

Treasure your resources, punt it rightly in timing and reasoning. Otherwise you are blunting and wasting your resources. Once lost, it is lose forever.

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News & Blogs
News & Blogs

2017-02-19 11:14 | Report Abuse

With alternative histories, u sailang u might as well go broke if a tail event happened. U should pray to God, Allah or Amitanba every time u make a buy. That is the best act compared to dynamite investing.

News & Blogs

2017-02-16 08:51 | Report Abuse

"Magna Prima has seen its share price skyrocket to RM 1.66 from RM 1.00 but HUA YANG has not shown any price correlation. Logically speaking, there should be some correlation between these two companies despite the acquisition price, but It seems like the market has not spotted it."

Your logic is no logic. How much I buy into a share of magna should not correlate with huayang share price. If HuaYang bought at RM3/share, Huayang share price should jump too? It is the biz performance of magna should dictate the huayang share price. Right?

Stock

2017-02-15 17:09 | Report Abuse

he means bankrupt oneself, break the bank and buy yltpower.

News & Blogs

2017-02-15 10:16 | Report Abuse

dear author, can give me too? cheokyw12@gmail.com many thanks

Stock

2017-02-14 16:58 | Report Abuse

sry kahhoeng i wont be joining you on the SC meeting as i m in JB. Yet my puncak holding vote is with you. You just tell. Your spirit here is admirable. may positive surprise be with you.

Stock
Stock

2017-02-14 13:24 | Report Abuse

special n final dividend... good trade n long term play.

Stock

2017-02-13 19:46 | Report Abuse

Ride on paperboat should be safe. Years underinvest in new mines should provide some support to tin price with disclaimer barring unforeseen circumstances. Holding company is also a good com. Professional com.

Stock

2017-02-13 19:31 | Report Abuse

Dynamic investing? Margin of safety is better. Luckily dah terus kereta...

News & Blogs

2017-02-13 08:29 | Report Abuse

So? No one got 10/10 stock picks. No need to be boastful n overconfident. Wealth building is long term not 1month or half years. Make peace la.

News & Blogs

2017-02-12 19:21 | Report Abuse

I think 2121 will be in toto 4d consolation price this Sunday. Perhaps, 3rd price, perhaps 2nd or 1st. In case didn't open on this sunday. So buy in small amount pls.... Sound similar? Need next week number? Drop me a massage. I charge a fee. Cos there is no free lunch, bro.

General

2017-02-12 12:52 | Report Abuse

Filled with intelligent foods with author great insights

Stock

2017-02-10 23:02 | Report Abuse

Dear kahhoeng pls be cool. Rmoi pointers is more realistic n reasonable. Use triple ccse with SC. Vote against during egm. Cap repayment is a bonus try. Still my vote is with u.

Stock

2017-02-10 20:21 | Report Abuse

Dear kahhoeng i only emailed. I m in jb. Hopefully kl guys can join you....

Stock

2017-02-08 13:16 | Report Abuse

Kahhoeng keep it up. Gambateh

Stock

2017-02-08 09:32 | Report Abuse

this is good. quote calvin, those who buy low need not fear

News & Blogs

2017-02-06 18:10 | Report Abuse

Ten people sailang based on your criterias, 1 become rich, 2 become negative rich to banker, other into oblivious. Or all ten becomes rich? Icon pls advice

Stock

2017-02-03 10:39 | Report Abuse

this draft by rmoi is good. of course, holder should come up with own thoughts.



Dear Sir

I am a minority shareholder of Puncak Niaga Bhd (Puncak).


I would like to bring to SC attention potentlial corporate governance shortcomings in Puncak's recently announced proposed acquisition of TRIplc Bhd (TRIplc), a related party transaction (RPT).


TRIplc is a related company of Puncak as both have Tan Sri Rozali (Interested Party) as the major shareholder.


I would to highlight to SC that a company by the name PEB has been set up by Interested Party to effectively privatise the listed TRIplc which have a market price at RM 1.90 at the LPD (even way lower prior) and the unlisted TRIplc is then to be sold to Puncak at RM 3.04 immediately. The unlisted TRIplc is 100% the same, in fact, is just the privatised listed TRIplc.


A company's fair value is not just all about its figures only. There are risks/concerns/factors which are non monetary and the market will price it accordingly taking these risks/concerns/factors into account.


I comment SC efforts in making BursaMalaysia a well established, well regulated open market where willing buyers willing sellers can take part in fair price discovery after taking all rewards/risks/concerns/factors into account. I believe this is also the basis for the mark-to-market policy.



PEB has the effect of getting around and circumventing the above.




In this regard, I would like to seek SC guidance on the following:



- Is this RPT at much higher than the market price fair to Puncak minorities?

Puncak minorities who want exposure on TRIplc can certainly buy TRIplc at RM 1.90 in BursaMalaysia. No need to buy at RM 3.04.

The Interested Party by all means should take TRIplc private with his personal resources if he thinks it is undervalued.



- Is PEB not against the whole purpose of having BursaMalaysia?

Circumventing a fair market price determined by a well established, a well regulated open market where willing buyers willing sellers take part on fair price discovery, freely, is just not right in relation to what BursaMalaysia and SC stand for.


- Puncak minorities are worried that they will be defeated by voting by proxies even though it is understood they have the right to vote against the RPT.

This is a real concern as the use of PEB itself clearly demonstrated that established rules have not been followed.

This concern also has manifested itself in Puncak's low share price at around RM 0.90 when it has cash in hand per share above RM 2 and NTA per share above RM 3.



Thanking you in advance.

News & Blogs

2017-02-03 10:28 | Report Abuse

agreeable to riskabsorber view. If cheap, director sapu mother share 1st. warrant subcription is to address cash flow issue. the property profit is one off event due to sales of the d marina...

Stock

2017-02-03 00:01 | Report Abuse

Long term holding pay best dividend. Maybe some one can tell uncle kyy. He was top30 holder in this com.

News & Blogs

2017-02-02 23:58 | Report Abuse

Good. Chase pls. Maybe special dividend coming. Director bought above your price

Stock

2017-02-02 15:12 | Report Abuse

no holding puncak no need advise shareholder. Hindsight i can talk till tomorrow. waste time. got puncak, fight with kahhoeng la. Be a part of catalyst. Who knows right... Btw call to Mr Shashi can quantify minority concern? Would it be better to drop an email? Can kahhoeng detail the intention of the meeting? anyway, Gong Xi Fa Cai to all.

Stock

2017-02-02 15:05 | Report Abuse

gong xi fa cai. msc dividend angpao pls.

Stock

2017-01-23 20:35 | Report Abuse

R moi draft is precise n good

Stock

2017-01-19 20:49 | Report Abuse

Kahhoeng, rmoi add on is a good point as proposal B. At minimum,, this make SC think twice on the deal making by rozali and will frustate rozali plan. I think it is better for outstation guy like to support by letter rather by verbal right?

Stock

2017-01-19 08:28 | Report Abuse

Kahhoeng outstation supporter how

Stock

2017-01-18 17:11 | Report Abuse

maybe you can draft a letter for us to proxy you as our spokeperson. ask us to contact you to your personnal email. as this is a more private stage liao. if we are seriously with you, we will email and response back to you. otherwise is still nothing.

News & Blogs

2017-01-17 00:53 | Report Abuse

dear john not all holland call la. bargain in the eye of beholder.

Stock

2017-01-17 00:16 | Report Abuse

1. kahhoeng
2. valour
3. Kelvin HK
4. rogers123
5. angiess
6. cheoky (nominate you as proxy to vote, base in jb)

News & Blogs

2017-01-15 15:54 | Report Abuse

Selt Klarman - still, calibration is important. Set the bar too high and you might remain out of the market for a very long time. Set it too low and you will be fully invested almost immediately. It will be as though you had no standards at all. Experience and versatile thinking are the keys to such calibration. In this case, Icook tan got high high standard but lacking experience and versatile thinking. It is like fantasise his sex partner will be a supermodel, yet when the time comes he is too old to to do it. Worse still unittholder paid for his bed waiting with the promise of second hand sex. That is a sin.

News & Blogs

2017-01-15 07:35 | Report Abuse

Tan bullshit. unit holder get charged for management fee and getting nothing for years. Chicken little. Market does not accommodate to your expectation, it will only humiliate you. No different for tan. Respect the market, don't charge unit holder for your guess.

Stock

2017-01-13 10:58 | Report Abuse

almost the same market cap, ytlpower vs skpetrol. Cash flow, profit and stability wise, ytlpower triumph. the choice is obvious.

Stock

2017-01-13 09:22 | Report Abuse

kahhoeng pls be the carl ichan of malaysia. Push rozali to the brink of surrender. my vote is yours

Stock

2017-01-12 09:40 | Report Abuse

供给侧改革的成果

中国PPI升上5.5%,是相当高的水平,这是供给侧改革的成果,不是人民币贬值导致的。不要忘记人民币依然是世界第二强的货币,只有从美国输入的原料才会面对涨价的压力,是去产能令大量的工业原材料加价,看看所有的资源股,哪一只在2016年不升?

大家记住,在2016年12月中共中央的经济会议上,供给侧改革、去产能依然是排在2017年工作任务中的第一条。

手上持有资源股的人,千万不要自作聪明的定止赚位,止赚之后很难趁低再买回来,股价波动,调整是难免的,但是,如果我们自以为有能力捕捉每一个小小的波动,先止赚,然后才趁低买回是非常难的。

by
曾渊沧博士

Stock

2017-01-12 09:32 | Report Abuse

laughing the way to cimb bank

Stock

2017-01-11 17:08 | Report Abuse

malaysia activist investor is the making. my vote is your vote. just tell.

Stock

2017-01-11 12:22 | Report Abuse

come on msc. china pls buy more commodities.

Stock

2017-01-11 00:13 | Report Abuse

affin saving account also offer good yield compare to other bank. hahaha eat all affin pie.

News & Blogs

2017-01-10 16:32 | Report Abuse

replace the word "dataprep" with "4D jackpot". Same risk taking but greater payoff...ok maybe smaller risk for former. ok maybe i m wrong

Stock

2017-01-09 15:20 | Report Abuse

if i think i am right, I will buy.

Stock

2017-01-09 15:20 | Report Abuse

"As for the public companies, I don’t take advantage of the listing. The objective is to earn money for the shareholders."

"Making money is one thing, but making it scrupulously and honestly is the most important."

"Greed is a prelude to downfall. To be successful, you should give before you take."

"Fight for right, fear not might."

"If I think I am right, I will fight."

Stock

2017-01-09 15:13 | Report Abuse

it also teach you the basic of investing tenet. well a surf

Stock

2017-01-09 15:12 | Report Abuse

major shareholder is a good stock and professional company. link to honourable former ocbc chairman.

Stock

2017-01-09 09:52 | Report Abuse

What contribute to the forex loss? Inventory is captured already enough for 3 months.

News & Blogs

2017-01-08 16:33 | Report Abuse

Icon can further elaborate your 1997 experience? It will be of great learning for newbie like me...

News & Blogs

2017-01-08 12:34 | Report Abuse

KS 55, proceed with caution is the theme of this year? Remain invested, add no new money into the stocks current portfolio. Accumulate cash from dividend n saving?

With such, u get a upside if market run rampant north up still this year. If collapse, top up.

Get a feel of bursa market currently. Low range IPO issuance in fy2016. Low foreign holding. Attractiveness in USD term for bursa. Most situations pessimistic. No orgasm n just die?

On the other hand, global negative news are everpresent. Your says?

News & Blogs

2017-01-08 12:20 | Report Abuse

Stock got many but is nothing- 0 vs KC -1,

Second half, referee changed-otb

Stockmany but is very vague, can't see where to shot-0 vs KC -3. OK winner decided. No extra time pls.