Followers
9
Following
0
Blog Posts
2
Threads
2,007
Blogs
Threads
Portfolio
Follower
Following
2018-01-27 23:17 | Report Abuse
let's try to have some constructive discussions on investing, shall we.
i am invested because Insas qualifies as Ben Graham's net-net investments. back then it was above 50% discount to its liquidation value. now i believe its widen even further if one to take into account the potential unrealised MTM gain in the their investments.
i never expected Insas to be a RED CHIP company. and Insas will never be one.
By the way, do try to avoid telling ppl do dump their stock.
2018-01-27 15:02 | Report Abuse
i have been holding since 2015. at that point i was thinking maybe Inari can be a game changer for insas
well, inari has indeed become one of the best performing stock but sadly not Insas
2018-01-27 15:00 | Report Abuse
dunspace...u can check the past 10 years record. the disparity has always been there
2018-01-26 20:12 | Report Abuse
we all can talk how much Insas own this...own that....unrealised gain in this...but end of day Insas remains severely underperformed...the gap between the share price and intrinsic value remains a wide gap...a gap that in a foreseeable future would remain as that
2018-01-24 22:52 | Report Abuse
steadily moving up. and doing it quietly too.
good job, maybank
2018-01-24 22:48 | Report Abuse
yesterday up 2 sen, today down 1.5sen.
the story of TA as usual
2018-01-23 22:04 | Report Abuse
texchem is a growth stock. it;s a good entry point for any prospective investors to enter before the company starts to make increasing profit
2018-01-23 22:03 | Report Abuse
at current price, PE is slightly below 15x which is the upcycle market valuation
2018-01-23 22:02 | Report Abuse
such low volume can manipulate meh?
2018-01-22 21:55 | Report Abuse
probably so, market is adjusting downwards its earnings expectation
2018-01-22 15:26 | Report Abuse
still cant break above 1....need to add some oil
2018-09-21 11:53 | Report Abuse
No worries, Jon. Just sharing for the benefit of everyone in i3.
I'm ex auditor too but have been working in the banking industry for close to 10 years now.
2018-01-21 12:18 | Report Abuse
Market is pricing in 25bps hike, prob in Jan or March. At most, consensus view is 2 rate hikes max this year to 3.5%.
2018-01-23 19:11 | Report Abuse
btw, Jon, which accounting firm r u working with?
2018-01-21 10:39 | Report Abuse
Current OPR is at 3%. With major central banks around the world embarking on synchronized normalisation of interest rates given the synchronized growth in global economy, our local bank has to hike to maintain the interest differential.
MFRS 9 is not the main factor why banks are competing so aggresively for deposits. It is the LCR and NSFR that they need to comply with, to maintain the regulatory expectations in regards to liquidity and funding structure. Moreover, there will be added capital buffer requirements in the form of capital conservation and countercylical capital buffer that the banks need to provide in their capital ratios.
2018-01-21 10:08 | Report Abuse
ur statement goreng till 10 will bring many uninformed investors with u to HOLLAND
2018-01-21 10:07 | Report Abuse
u want to promote ur stock please do it sensibly and with actual facts
2018-01-21 10:06 | Report Abuse
is this guy stupid or what??? or plain ignorant
LCTitan cash was raised from IPO last year, dumbass
2018-01-20 20:42 | Report Abuse
calvin...what happen to BJCorp???
2018-01-18 20:09 | Report Abuse
Jon, please share ur thoughts on Magni. Thanks
2018-01-18 20:05 | Report Abuse
when KYY selling...it's a real bloodbath
2018-01-17 21:54 | Report Abuse
didn;t even break 1. how to reach 2 or 3..zzzzz
2018-01-16 20:05 | Report Abuse
wah, macam roller coaster. Such a wide gap macam Hengyuan...
2018-01-16 20:04 | Report Abuse
EV/EBIT less than 5x
Earnings yield > 10%
Net cash = 45sen
DY = 7%
ROE > 25%
If got bullet, gradually collect to build up position size.
If no bullet and already holding, don't look at share price. Hold and collect dividend.
2018-01-16 14:23 | Report Abuse
market has unduly punished Lii Hen and other furniture counters due to the strengthening of RM against USD
As though the whole industry prospect is depends on the foreign exchange
2018-01-16 14:21 | Report Abuse
welcome on board, paperplane
2018-01-13 20:27 | Report Abuse
market is adjusting expectations on Unisem earnings downwards in view of strengthening of ringgit
2018-01-13 13:03 | Report Abuse
http://klse.i3investor.com/blogs/myinvestmentjourney/131847.jsp
Based on latest price @ 8 Sept:
Insas @ 1.02, P/E = 3.74x & P/BV = 0.44x
TA @ 0.675, P/E = 3.75x & P/BV = 0.46x
Based on the above valuation metrics, we can observed both stocks are trading at extremely cheap valuations, and thus presents an attractive investment for investors looking for value.
Both stocks qualify as earnings-based play - low P/E and assets-based play - low P/BV.
2018-01-13 13:02 | Report Abuse
TA and Insas is the most undervalued, underappreciated, mispriced counter in Bursa Malaysia
2018-01-13 11:33 | Report Abuse
OLH has been looking to exit RHB. the merger between Ambank and RHB was driven by him. unfortunately, it fail to materialise.
in time we shall see...rest assured that OLH will find his way to cash out on RHB
then we wait for special dividend )
2018-01-11 12:43 | Report Abuse
live up to reputation as sohai
Posted by MaggiSohaimi > Jan 11, 2018 12:35 PM | Report Abuse
Bad reputation like last time Bandar M'sia project also get cancelled. Still wan to bet ah? Better sell and jump to other stable company
2018-01-11 12:41 | Report Abuse
valuation is at upcycle. wait to enter when it corrected to a more reasonable valuation
2018-01-10 13:27 | Report Abuse
Ya, need a lot of patience. Orient is dirt cheap, assets not revalued ages ago..
2018-01-09 20:21 | Report Abuse
Jon, have a look at TA. EV/EBIT of 4. Substantial discount to NTA, P/BV less than 0.5x.
2018-01-09 20:17 | Report Abuse
Aberdeen keep selling. Do they know something we don't?
2018-01-09 19:58 | Report Abuse
when share price up, so many "sifus" justifying the company prospect
where were u guys during the downtrend?
2018-01-09 19:55 | Report Abuse
Duke 1&2 should valued at RM1.7billion (60% based on EPF purchase consideration of RM2.8bil).
2018-01-09 19:54 | Report Abuse
if i'm not mistaken, Duke 3 costs RM5.05 billion
2018-01-09 17:46 | Report Abuse
my view is that mr.market still perceive TA as securities firm. Share price is highly correlated with KLCI performance.
but TA business has grown beyond that. earnings from broker are no longer their main. apart from properties, they have stable earnings from hotel segment.
2018-01-08 20:25 | Report Abuse
when u noticed a few sifus here...u can give urself a pat that u r on the right boat.
those who sold their shares, congrats on ur profit. but don't be too saddened when u see this counter breaks new high day after day. just be happy with whatever u earned.
2018-01-08 20:22 | Report Abuse
Insas, seriously needs to wake up fast. Or mr.market please stop punishing Insas.
Inari is already 3.80!!!
2018-01-08 17:19 | Report Abuse
My dream says RM10bil market cap. Nothing less than that.
2018-01-08 17:09 | Report Abuse
dudu, got english version?
can't read chinese. thanks
Stock: [INSAS]: INSAS BHD
2018-01-27 23:30 | Report Abuse
the reasons i would stay invested in Insas simply because the company has been growing its BV per share every year consistently. that;s the more appropriate way of looking at Insas.
each quarter, i would monitor the gap between its share price and its net-net assets per share.