read deep into the sentence and you'll find gold.

all fundamental analysis won't work once people panic.

come back to you in 3 years time.

we are on different pages then.

@multibagger, will you buy Insas if the P/E was x10?

@SSLEE,

I will do so. Thank you for the assistance.

@Multibagger, ignore all other business aside, what if you take into account their associate company?

@SSLEE,

I shall email to the secretary regarding my inquiry then. Thank you for the help!

@Jon, that's exactly what I wanted to send an email about, share buyback. I don't mind increasing my ownership % by share buyback for a company like Insas.

@SSLEE, can you share with me the email address of someone in INSAS that you have been exchanging email with?

@Calvin, SGX link won't be so fast.

Anyways, made a check for you. Inventories value never move the first half of FY18 and they reduce their exposure to fair value financial assets by 10%.

Recommend you to read the point I am trying to make by making a small comparison to Berkshire.

@alooloo, did not see your point regarding Berkshire. Obviously they are not close, you are missing the point I am making. As age of high interest rate is coming, Insas will suffer negative fair value adjustment, how about Berkshire?

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People who time the market and follow it like a sheep will always lose in a long run. Take care brother and sister.

https://klse.i3investor.com/blogs/main/149029.jsp answer truthfully.

Let me ask you a simple question, what's the total drop in % of the sp500 index in the month of February where many news have reported "Worst Drops in a day/two day?".

@bluebiznet, I do not mind if you say I am the one is who blinded but you have to give me FACTS to support your statement. I recommend you to truly READ what I have written, I am stating the fact that operating activities are turning into positive inflow which actually a very big development for Insas in particular. A stock can remain undervalued for a long time despite the low PE, who in the stock market does not know? I won't use much facts against someone who bring up MARKET SENSE in their argument because that is so vague to begin with.

https://klse.i3investor.com/blogs/dunspace/148943.jsp feel free to read kevin.

that's what i generally hate when investing in malaysia stock market. THEMES. It's most of the time just a greater fool game, waiting for the last fool to buy and then the prices collapse.

tomorrow stamp duty waiver, you say going to boost INSAS right? Save that few ringgit for investor will make they invest more? come on man...

why making enemies?

cause no one can time the market....

why takeover if cannot do a better job than them? Look at the growth of the balance sheet throughout the years. I'm not that good.

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@CFTrader,

1. As a value investor, I assume that I am buying not just a share of the company but the whole company itself. How can you say that Revaluation Gain is a paper gain? Assuming you buy the company and wanted to sell some of their properties, are you going to sell the properties at PAST COST? Obviously no, property is also a form of assets in the company, do not overlook it. Future cash flow depends on your judgement, do you believe in the management by looking into their past records? it is up to you, i am just stating that a huge chunk of value is still hidden due to the properties not being revalued.

2. I never mention the increased cost is due to the PPE investment, I say that PPE investment won't bear fruits so fast.

A note to all:

Insas was around 1-1.02 before the CORRECTION happened in the US.

I will write an article about it tonight. This is daylight robbery but thank you to those selling anyways.

No more cost overrun for Fy18 and a possible gain from early handing over fees. FY18 has healthy orderbook backing. The risk is one of the projects in FY18 has cost overrun again or gearing issue.

didn't everybody predict that this QR will be bad? Fy18 will be back to be like Fy16.

Imagine someone actually reacting to every time there is these kinds of news.

Anything below 1 is a steal.

Remember what I said to those that buy before QR, stick to your gut and be rewarded. Do not reward the spectators.

In regards to dividend, you can see the they are reinvesting into their development. Therefore, it is not a good time to declare any dividend if the management believes into getting a higher return on their reinvestment.

They have proven their expertise in getting a good ROE, I believe they have taken cost measures for years ahead to increase their profit margin while increasing their revenues.

1.Old properties in Penang still not revalued yet.
2. This year very heavy investment into PPE. Fruits won't bear so fast.
3. The sector is growing. Therefore, the heavy investment into PPE.

.....

@alooloo, nature of Insas business, cannot see operating activities only, you need to include investing activities to get a better idea. As you mentioned that all the cash comes from disposal, that does not undermine their capability. To dispose of, you must first own and nurture which is part of their business.They have also been investing successfully overtime (fair value gain more than the loss).