No Philip, i only owned Serba.

Just want to get your thought process in selecting Serba. Thanks.

Hi Philip, mind sharing why you choose Serba over Dialog?

slowly but surely

Previous high is 1.57

Marching on....

Lol laugh die me

Carlsberg is worth RM13. excel sheet investing doesn't work that way.

Sold 0.49

Fabien "The Efficient Capital Allocater" bought 0.415 today
27/03/2020 6:46 PM

Well done, Mr.Ooi

Cash is king if only u have excess cash to deploy during market sell down. Keeping cash on the sideline is not king at all, considering the very low interest yield and erosion from inflation.

more to come, from Kawan

good show today

20% in a day

good show today

Favell Favco market cap (417mil) is above Muhibah's RM366mil

Does it make sense to you?

Unless the market is implying a significant erosion in value from their airport concessions, infrastructure, construction businesses

RM2 can wait. I intend to increase my exposure further (selfish mode on).

bought back Kawan at 0.975

earnings should remain resilient

hng33 profit margin is like what, 3-4%?

you don't get to buy this company at cheap

even with such looming recessionary risks

wah, very long reply from Mabel

my cost is above 1.60 by the way

bought 0.415 today

at this price , given the impending offer of 66sen. i think risk is low even if it's get delayed or worst, aborted.

everyday can see Mabel cheering.

if u dont mind sharing, what is ur average cost in Serba?

Boeing plans 737 MAX production restart by May

https://klse.i3investor.com/blogs/kianweiaritcles/2020-03-25-story-h1485638539-Boeing_plans_737_MAX_production_restart_by_May.jsp

why are u so fixated on YTLP even though u have no exposure?

have a bit more patience, u will see Jaks at RM1

it's true, any extreme swings would inevitably pull by the force of gravity to its mean. we, as investors, to succeed is to take advantage of this wild swings albeit with a longer term view than the general market.

all the best to you, Mabel

Mabel Wah everyday climb 10 %

How nice...

Meow
24/03/2020 9:03 PM


give chance la...

am still waiting to buy below RM1

by the way, for your information, there are plenty of companies that are cash rich with zero debt. some with cash position more than 50% of market cap

guess you need to look harder dude...

and one more thing, don't let the share price influence your stance so easily

Posted by jackson88 > Mar 22, 2020 6:55 PM | Report Abuse

I am looking to hold for at least 3 years. Looking for any cheap counter that have yield at least 10% now. And must have tons of cash in Bank to Survive. So far, I found this Mah Sing, E&O, Lotte Chemical Titan, Deleum,

Posted by jackson88 > Mar 22, 2020 6:58 PM | Report Abuse

I am hoping to buy at 30sen and then sell RM1.50 in 5yrs time

Posted by jackson88 > Mar 24, 2020 4:03 PM | Report Abuse

I bought yesterday at 31.5sen yesterday (5000 lots). Not sure whether to sell it for a quick profit today ....34.5sen now


can't help myself to pick u up. it's a fascinating insight on human psychology at a given moment

@tew66666

you must be losing a lot of money in YTLPower

Yes Mabel, you do have your own niche investing in restructuring situations. Best of luck to u!

every businesses will in certain degree gets hit, its a matter of how severe is the impact directly or indirectly, as overall consumption will be low.

looking at the question that u asked, i suggest that you stay away from the market.



Posted by RainT > Mar 14, 2020 5:06 PM | Report Abuse

If US wide spread virus

still have high demand for furniture? still have people have mood to shop furniture ?

Mabel, u sure u have invested in great companies at good prices or instead invested in mediocre cum gruesome companies at great prices?

and the price went further down to 52sen.

how is ur conviction now?

i sleep well at night. even though all 38 stocks in portfolio in red.

maybe its Choivo buying

Posted by uptrending > Mar 11, 2020 9:48 PM | Report Abuse

Very strong buyers emerged the last 2 days.. Buyers queued accumulatively 500+ K shares @ 1 buying bit..

damn, so fast rebound one

i just missed out JHM

bought more 2.65

HL target price 4.37

i believe the fair value is around there

bought more 1.56

my 3rd or 4th largest holding

if it ever drops to RM3. i will prematurely withdraw FD and buy

@Rain

i'm on same boat with you too. my cost 1.60

given the very low rates today, dividend yielders are good proxies for bond-like securities

Li lu is endorsed by Charlie Munger

if he recommended this book, then it's a must-read

Ah yes, i went 2 weekends agp. It was quite crowded to be honest. It's pretty packed than i imagined.

Perhaps it was due to Genting members getting one night free stay. im not sure

To put in perspective,
i have to queue 3 hours to have my meal at the restaurant Beauty In the Pot. having said that, there was no queue for Lobster restaurant. haha..

Half sections of the casino was closed down. The other half was damn packed, especially the elders.

99% of the crowd are all locals. i dont think i bumped into any foreigners.

so yeah, it definitely not as quiet or empty as claimed

then again, im not sure if thats the case during weekday


Posted by Outliar > Mar 6, 2020 3:22 PM | Report Abuse

@Fabien Inefficient Capital Allocator,

What happened to your Genting casino report?

very easy to conclude in such market sentiment

Flintstones This counter proves got cash and free cash flow does not mean you will make money
04/03/2020 5:43 PM

Take a look at this perspective

Texchem market cap is 52million
Latest operating cash flow is 75.6million
Adjusted for capex, free cash flow is RM53mil

One year generation of FCF is equal to the entire market cap

at this price, it is a steal

Mazda overpriced? Perhaps you are not their targeted segment

Better stick to myvi car.

if you think we are in for a prolonged bear market, then what are you doing here?

i see desperate measures to collect at 61sen

Liihen

EPS 43.53
earnings growth 37%
revenue growth 4.5%
EBIT margin 12.8%
Profit margin 9.4%
ROE 22.5% (very good)
ROIC 46.5% (very good)
Cash yield (based on 2 years average FCF) 15.3% (very good)
Net cash 0.72sen (25% of market cap)

now let's look at valuation

PE 6.7x (super low)
ex cash PER 5x
P/BV 1.4x
P/FCF 6.5x (super low)
EV/EBIT 3.7x
Earnings yield 27%!!!

DPS to date 15.5sen
Final dividend due to announce in April (based on historical precedent)

Icon, have a look at FPI

11th consecutive quarterly profit growth. impressive

19.34sen EPS, highest recorded over the last 3 years. 30% y-o-y growth

20x PE is not unreasonable