2 yrs ago, I prefer KFIMA than Jtiasa with reasons given...while I am prefer Jtiasa this round for inflation 2.0....Let's see

Well...welll..well...it just used 1.5 yrs instead.... Cheers!

Stock: [YTL]: YTL CORPORATION BHD
2022-02-21 15:27 | Report Abuse
I guess it could reach 1.2 in 3 yrs

I am back...
24-Jul-2020 Buy +100,000 0.52 +52,180.96 100,000 - 52,180.96 0.521 52,180.96 0.521
25-Aug-2020 Buy +30,000 0.66 +19,894.09 130,000 - 72,075.05 0.554 72,075.05 0.554
01-Oct-2020 Buy +10,000 0.69 +6,932.79 140,000 - 79,007.84 0.564 79,007.84 0.564
12-Nov-2020 Sell -70,000 0.795 -55,385.55 70,000 +15,881.63 39,503.92 0.564 23,622.29 0.337
13-Nov-2020 Sell -20,000 0.815 -16,222.54 50,000 +4,935.70 28,217.08 0.564 7,399.75 0.147
18-Nov-2020 Buy +20,000 0.84 +16,879.83 70,000 - 45,096.92 0.644 24,279.58 0.346
20-Nov-2020 Buy +40,000 0.85 +34,161.57 110,000 - 79,258.49 0.720 58,441.15 0.531
18-Jan-2021 Buy +10,000 0.815 +8,188.72 120,000 - 87,447.21 0.728 66,629.87 0.555
20-Jan-2021 Sell -25,000 0.805 -20,029.36 95,000 +1,811.19 69,229.04 0.728 46,600.51 0.490
21-Jan-2021 Buy +10,000 0.785 +7,887.31 105,000 - 77,116.35 0.734 54,487.82 0.518
22-Jan-2021 Sell -30,000 0.785 -23,438.09 75,000 +1,404.85 55,083.11 0.734 31,049.73 0.413
25-Jan-2021 Sell -30,000 0.76 -22,691.65 45,000 +658.41 33,049.86 0.734 8,358.08 0.185
26-Jan-2021 Sell -30,000 0.745 -22,243.79 15,000 +210.55 11,016.62 0.734 -13,885.71 -0.925
10-Sep-2021 Buy +20,000 0.68 +13,678.63 35,000 - 24,695.25 0.705 -207.08 -0.005
08-Oct-2021 Buy +15,000 0.72 +10,862.32 50,000 - 35,557.57 0.711 10,655.24 0.213
28-Oct-2021 Buy +4,000 0.70 +2,816.31 54,000 - 38,373.88 0.710 13,471.55 0.249
25-Nov-2021 Buy +10,000 0.68 +6,839.31 64,000 - 45,213.19 0.706 20,310.86 0.317
12-Jan-2022 Buy +5,000 0.645 +3,245.52 69,000 - 48,458.71 0.702 23,556.38 0.341
28-Jan-2022 Sell -10,000 0.64 -6,360.70 59,000 -662.30 41,435.71 0.702 17,195.68 0.291
03-Mar-2022 Sell -15,000 1.22 -18,189.15 44,000 +7,654.65 30,901.21 0.702 -993.47 -0.022
07-Mar-2022 Buy +15,000 1.05 +15,844.87 59,000 - 46,746.08 0.792 14,851.40 0.251
08-Mar-2022 Sell -20,000 1.02 -20,276.70 39,000 +4,430.57 30,899.95 0.792 -5,425.30 -0.139
15-Mar-2022 Sell -15,000 1.00 -14,910.00 24,000 +3,025.40 19,015.35 0.792 -20,335.30 -0.847
19-May-2022 Sell -4,000 0.925 -3,677.35 20,000 +508.12 15,846.13 0.792 -24,012.65 -1.200
30-May-2022 Buy +20,000 0.80 +16,096.00 40,000 - 31,942.13 0.798 -7,916.65 -0.197
01-Jun-2022 Buy +20,000 0.75 +15,090.00 60,000 - 47,032.13 0.783 7,173.35 0.119

As said previously, this counter is relatively speculative thus expect the volatility. Be optimistic when it is very bad be pessimistic when it is very good.

24-Jul-2020 Buy +100,000 0.52 +52,180.96 100,000 - 52,180.96 0.521 52,180.96 0.521
25-Aug-2020 Buy +30,000 0.66 +19,894.09 130,000 - 72,075.05 0.554 72,075.05 0.554
01-Oct-2020 Buy +10,000 0.69 +6,932.79 140,000 - 79,007.84 0.564 79,007.84 0.564
12-Nov-2020 Sell -70,000 0.795 -55,385.55 70,000 +15,881.63 39,503.92 0.564 23,622.29 0.337
13-Nov-2020 Sell -20,000 0.815 -16,222.54 50,000 +4,935.70 28,217.08 0.564 7,399.75 0.147
18-Nov-2020 Buy +20,000 0.84 +16,879.83 70,000 - 45,096.92 0.644 24,279.58 0.346
20-Nov-2020 Buy +40,000 0.85 +34,161.57 110,000 - 79,258.49 0.720 58,441.15 0.531
18-Jan-2021 Buy +10,000 0.815 +8,188.72 120,000 - 87,447.21 0.728 66,629.87 0.555
20-Jan-2021 Sell -25,000 0.805 -20,029.36 95,000 +1,811.19 69,229.04 0.728 46,600.51 0.490
21-Jan-2021 Buy +10,000 0.785 +7,887.31 105,000 - 77,116.35 0.734 54,487.82 0.518
22-Jan-2021 Sell -30,000 0.785 -23,438.09 75,000 +1,404.85 55,083.11 0.734 31,049.73 0.413
25-Jan-2021 Sell -30,000 0.76 -22,691.65 45,000 +658.41 33,049.86 0.734 8,358.08 0.185
26-Jan-2021 Sell -30,000 0.745 -22,243.79 15,000 +210.55 11,016.62 0.734 -13,885.71 -0.925
10-Sep-2021 Buy +20,000 0.68 +13,678.63 35,000 - 24,695.25 0.705 -207.08 -0.005
08-Oct-2021 Buy +15,000 0.72 +10,862.32 50,000 - 35,557.57 0.711 10,655.24 0.213
28-Oct-2021 Buy +4,000 0.70 +2,816.31 54,000 - 38,373.88 0.710 13,471.55 0.249
25-Nov-2021 Buy +10,000 0.68 +6,839.31 64,000 - 45,213.19 0.706 20,310.86 0.317
12-Jan-2022 Buy +5,000 0.645 +3,245.52 69,000 - 48,458.71 0.702 23,556.38 0.341
28-Jan-2022 Sell -10,000 0.64 -6,360.70 59,000 -662.30 41,435.71 0.702 17,195.68 0.291
03-Mar-2022 Sell -15,000 1.22 -18,189.15 44,000 +7,654.65 30,901.21 0.702 -993.47 -0.022
07-Mar-2022 Buy +15,000 1.05 +15,844.87 59,000 - 46,746.08 0.792 14,851.40 0.251
08-Mar-2022 Sell -20,000 1.02 -20,276.70 39,000 +4,430.57 30,899.95 0.792 -5,425.30 -0.139
15-Mar-2022 Sell -15,000 1.00 -14,910.00 24,000 +3,025.40 19,015.35 0.792 -20,335.30 -0.847

I guess it could reach 1.2 in 3 yrs

Don' get me wrong, I was just wondering Calvin motive, but I do agree on the commodity price will stay high for some period. I just like KFIMA much more than this relatively speculated counter. I was bought quite numbers of KFIMA since 1.4 since last year while Jtiasa buy sell as below....


24-Jul-2020 Buy +100,000 0.52 +52,180.96 100,000 - 52,180.96 0.521 52,180.96 0.521
25-Aug-2020 Buy +30,000 0.66 +19,894.09 130,000 - 72,075.05 0.554 72,075.05 0.554
01-Oct-2020 Buy +10,000 0.69 +6,932.79 140,000 - 79,007.84 0.564 79,007.84 0.564
12-Nov-2020 Sell -70,000 0.795 -55,385.55 70,000 +15,881.63 39,503.92 0.564 23,622.29 0.337
13-Nov-2020 Sell -20,000 0.815 -16,222.54 50,000 +4,935.70 28,217.08 0.564 7,399.75 0.147
18-Nov-2020 Buy +20,000 0.84 +16,879.83 70,000 - 45,096.92 0.644 24,279.58 0.346
20-Nov-2020 Buy +40,000 0.85 +34,161.57 110,000 - 79,258.49 0.720 58,441.15 0.531
18-Jan-2021 Buy +10,000 0.815 +8,188.72 120,000 - 87,447.21 0.728 66,629.87 0.555
20-Jan-2021 Sell -25,000 0.805 -20,029.36 95,000 +1,811.19 69,229.04 0.728 46,600.51 0.490
21-Jan-2021 Buy +10,000 0.785 +7,887.31 105,000 - 77,116.35 0.734 54,487.82 0.518
22-Jan-2021 Sell -30,000 0.785 -23,438.09 75,000 +1,404.85 55,083.11 0.734 31,049.73 0.413
25-Jan-2021 Sell -30,000 0.76 -22,691.65 45,000 +658.41 33,049.86 0.734 8,358.08 0.185
26-Jan-2021 Sell -30,000 0.745 -22,243.79 15,000 +210.55 11,016.62 0.734 -13,885.71 -0.925
10-Sep-2021 Buy +20,000 0.68 +13,678.63 35,000 - 24,695.25 0.705 -207.08 -0.005
08-Oct-2021 Buy +15,000 0.72 +10,862.32 50,000 - 35,557.57 0.711 10,655.24 0.213

Just wondering why Calvin so hard sale on Jtiasa, It is zero sum game in share market where buy/sell happen at the same time. For sure he has numbers of share of Jtiasa which bought at pretty bottom and need people together to boost the share price for selling high.

Same to me, if drop further will collect more....Ha..ha.ha..hope it can lower than current low of ~9.7....

Of course, this isn't a share that will rocket, but 5%-8% annually should be not a problem should be in my portfolio with 3-5% allocation, as cash flow/ defensive position..

Obviously Tenaga is a distressed share, buy it now and it should rebound once electricity demand, electrical bill reduction etc. end...buy on distressed and sell when normal...

Good question/ points. With the much higher CPO price but the share price been suppressed and I will consider as "Price in" the doubt of low production. Hence, if there is time lag between inventory selling vs production, then the price will then be significantly corrected upside. So, I will hold my position.

"Do anyone know if they hold inventory or sell on that same month of production?
if jtiasa do hold inventory and unload them in Sep-Dec qtr, then the coming qtr result will be crazy high."

Hi Calvin,

Can you pls clarify on erickong question?

"i don understand why the production only drop 10% to 15%? u campare q2 to q2? it was a lost quarter, why want to compare with a loss quarter? if compare with q1 and q2, the production is actually drop around 40%, 10-15 is ok, but if is 40%, is a lot... last quarter is good because cpo price and production also good, but this quarter production drop around 40% compare to last quarter, i dun understand how u guys calculate 10-15%, my mathematic got problem??? "

Good writing!

There is report regarding Parkson's online shopping good delivery tracking, but frankly speaking with recent 5 yrs staying in Shanghai, I never heard ppl mention about this. It would be Taobao, TianMao and JingDong.

If your comment make sense why PRGL(is China) does not drop to 55 sen like Parkson

What i can say is china share is the most speculative market. There are hundreds of companies have unreasonable market capital then it suppose to be. Is it a correct way to say a company is still doing good by looking into its share price only? Again I would like to adress again the aseet that own by parkson is stilll over then its current share price but i am just reminding fellows that if this cannot be materialized it wont give any meanig. Just sharing.

I have been staying in shenzhen and shanghai for 8 yrs, online shopping is really become part of life. Except for fresh goods, people might still go to walmart, makro to get them. If parkson managemnt doesnt willing to materialize its asset, the undervalue of asset wont mean anything. As what benjamin graham meant management group override shareholder group where they are management is keeping a deteriorating company for their own benefit instead of materialize it before value dissapear.

Anyone notice share qty raised to reward management is about 2-3%? Is it normal when the company performance has been stagnant for years?

Thanks keat ming. This souns like an explanation. Hopefully this is correct.

Yes, i read this from edge and newspaper before as well, my point is is there any statement being done by mfcb as official announcement instead of 3rd party. What i meant official could be annual report or website of mfcb. I tried to scrubbed all mfcb news and annoucement on klse.com.my but i couldnt find any for the past 2.5 years. As all we know this is the key factor that suppress the share price for past 3 yrs.

Yes, i am talking about china plant. Anyone can prove it is expired 2022.

Anyone can clarify where is the official statement from mfcb that the shaoxing power plant service contract been extended to 2022 instead of end of 2017. I didnt find it in annual report, i didnt find it at mfcb website. Bare in mind 70% of earning is from this china power plant. So, it is extremely important to know if this is true.

crocodile1980
19 posts
Posted by crocodile1980 > Apr 5, 2016 03:07 PM | Report Abuse X

Fa could be easily wrong used or interpreted. If it is so easy to Look into the net cash only then why its you that see the value but not others. Why mmode doesnt want to share buy back significantly if they are cheap..............

It is not as easy as looking into the ntaps or cash only without better understanding of a company earning ability or competiveness, especially cheap counter is much easier to be manipulated....

The value investing is a true believe but i also damn like this statement..."If it is so easy, you can do some computer programmes and let the computers trade for you. Why you need to do the buying and selling yourself?"

No, you are lie, you just plug and play the klse etf 5 years price return is 14.14%, it is 2.82% per anum per averwge and it yet to include dividen.

Etf distribute out annual dividend while fund reinvest the dividend. Had u taken this i to account?

I only know there is no free lunch in this world, especially in this zero sum game...

Well said sos,its all about supply demand. Price up bcoz of production expect to drop since you say production will not affected much base on what the price will still going up, and then whats else correlate to this el nino.

Well said hulk, thats the point...but ppl always choose what they want to believe...anyway, again the rational thinking doesnt gurantee share will going up or going down.... Good luck guys.

Embrasing..embrasing.. I am just a bit free today and just want to remind others that must have second level thinking for investment. As u can see i didnt predict good or bad but just to be neutralized. Besides, i Just have about 12 shares in my portfolio, i used to have quite numbers of mmode but i have left 300 odd lots didnt traded off, so still in my radars.. So i still can see them in buzz.

Yes, of course around 10% of drop does tell that. However it could be the correction to normal from too optimistic or speculative instead of fear to drop more.

Fa could be easily wrong used or interpreted. If it is so easy to Look into the net cash only then why its you that see the value but not others. Why mmode doesnt want to share buy back significantly if they are cheap? I dont see this software company need to reserve so much money for future development. Besides, the business model like how exactly they make money or customer base is not so easy to be undrstood...

Well said, good comp buy expensive could be risky while bad company buy cheap could be less risk..

I was intentionally asked so, i know to calculate. With 1520 points, both method about losing same ammount of money. However put money into index has no expiry date but c12 does. So, unlessx you are talking malaysia is going bankrupt very soon, else i do agree it is totally not apple to apple comparison. Investment vs gambling... At least it is not always in advatage situation no matter how.

How about 1500,1400 points respectively?

interesting, you are keep hard sharing money to others.

What an arrogant person. I fully respect the good heart of helping poor but it shouldn't be the tool to fulfill your pride and express your core value. You can reject the 15k for those as it is I insignificant to help but you shouldn't try to convince people not to take certain job/path with your own calculation.

did Robert mention the photo just been shot? It could be in summer time. 6pm is reasonable. Without perception makes you see thing clearly.

Haha, I have been working in Shenzhen and Shanghai for 6 years. I couldn't find a shop or even a counter of this Gertop brand when I started to notice this "cheap" stock. I only can search a very few information regarding its internet purchase.

yearly...I meant..

Does anyone notice their ESOS programme add in 1-2% of the new share qty?

He seem to be more like a speculator that predict or forecast the market that will crash below 1000 points. He is waiting an opportunity that even monkey can simply pick a profitable stock. I used to buy some Icap but eventually I found it is not so promising to get someone to manage your investment portfolio because the money is still yours while the fund manager can still keep piling their wealthy through saving your cash. I only believe a fund manager that totally stand at the same side with investor. Eg. some fund manager that only take 20% of your profit that more that 6% per annum. This makes more sense to me.