Fabien _the efficient capital allocator

fabienwks | Joined since 2010-12-10

Investing Experience Advanced
Risk Profile Moderate

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User Comments
Stock

2017-08-01 10:10 | Report Abuse

heart must be steady. price is indeed volatile but think ahead...then u will stay calm

News & Blogs

2017-07-30 19:01 | Report Abuse

This guy is a real joker, KYY wanna-be or more like a KYY copycat

News & Blogs

2017-07-30 09:50 | Report Abuse

thong guan is definitely a buy at current price

News & Blogs

2017-07-29 23:00 | Report Abuse

First of all, Herbert Chua...pls get someone to check ur write-up before posting because there were just too many grammatical errors

Stock

2017-07-29 08:22 | Report Abuse

thats very good...>100% return for u

how much u holding btw?

Stock

2017-07-29 08:14 | Report Abuse

probability The crack spread, i,e the margin is based on USD from Singapore Mean of Platts

if the crack spread is in USD, how does strengthening of RM benefits HRC?

Stock
Stock

2017-07-28 11:03 | Report Abuse

formula 1 engine starts nowwwww

Stock

2017-07-28 11:03 | Report Abuse

alright, KYY has gone public on HRC

Stock

2017-07-28 10:57 | Report Abuse

why needs to pay dividend when the company can reinvest and earn more profits in the future!!

Stock

2017-07-28 10:56 | Report Abuse

so headache now.....should i average upppppppp...hahhahahaha

Stock

2017-07-28 10:55 | Report Abuse

aiyooooo now Icon article makes me think hard whether to add more position or not...

Stock

2017-07-28 10:19 | Report Abuse

ttm eps 1.71
PE 5x = 8.55
PE 6x = 10.26

after Q2, eps 2.00
PE 5x = 10
PE 6x = 12

Stock

2017-07-27 13:39 | Report Abuse

anyone still collecting Hengyuan?

Stock

2017-07-26 14:42 | Report Abuse

i believe HRC capacity is 150k BPD, correct me if im wrong

Stock

2017-07-26 11:13 | Report Abuse

please stop pushing the price up too fast..i am still accumulating!

Stock

2017-07-25 16:38 | Report Abuse

yes, alex...lets wait for market to realise 8.55 first based on 5x of TTM EPS of 171 sen

Stock

2017-07-25 10:15 | Report Abuse

refining margin works opposite direction to oil price ma!!!

Stock

2017-07-24 18:08 | Report Abuse

just a simple relative comparison in terms of EPS generation and PE multiples, hengyuan has much room to grow in comparison to petronm

Stock

2017-07-24 17:16 | Report Abuse

strong closing. good work hengyuan

Stock

2017-07-24 09:48 | Report Abuse

they need to show such profitability is sustainable, not by 1 or 2 super quarter profits. so that in the long term with such sustained profitability can yield positive FCF thereby reducing their high debt level

Stock

2017-07-24 09:37 | Report Abuse

the main question is whether such refining margin is sustainable?? before u talk about PE rerating

Stock

2017-07-23 19:49 | Report Abuse

Lii Hen will ride on improving US economic outlook.

Stock

2017-07-23 11:20 | Report Abuse

@paperplane2016 u got buy Insas?

Stock

2017-07-14 08:57 | Report Abuse

wake me up when it breaches 1.60...my average cost is 77 sen...so yes, Insas, it's been a while...its time for u to perform to ur true potential!

Stock

2017-07-13 17:08 | Report Abuse

Net cash per share alone is RM1.86. I will repeat this over and over again.....

Stock

2017-07-13 17:05 | Report Abuse

1.05, 1.06 or 1.08 all these values mean nothing to me....and bear in mind 1.60 is based on BV....not on market value of their investments. want to make money...think big

Stock

2017-07-13 17:03 | Report Abuse

so many comments on Insas daily basis. tell me when the price breaches 1.60 which is their net-net value if the co goes for liquidation!

Stock

2017-07-13 16:57 | Report Abuse

i guess as shareholders, we just have to enjoy the increased dividend payout. that's also with much certainty given the high cashflows from operations

Stock

2017-07-13 16:57 | Report Abuse

long term value is defintely worth more than 4, with much certainty on that. unfortunately short term price performance is cap by KYY's selling pressure

News & Blogs

2017-07-13 16:37 | Report Abuse

between Hengyuan and Petronm. anyone willing to share the risks and benefits investing in them? which one is the more attractive option?

Stock

2017-07-13 11:56 | Report Abuse

Read a lot of comments regarding the new venture. To me, i see it as neutral - minimal risk to their core business profitability and i dont expect to see meaningful contribution top and bottom line in the near future. Hold on to your shares just for the prospect of higher profitability from their furniture business, riding on improvement in the global economy and high demand for furniture.

Stock

2017-07-13 09:53 | Report Abuse

anyone knows if KYY has finished selling Lii Hen?

Stock

2017-07-10 19:09 | Report Abuse

any idea why TA keeps dropping

Stock

2017-07-10 19:08 | Report Abuse

growth prospect no doubt looks interesting, but too many risks involved investing in this company. at current price, the risk outstrip the potential return.

Stock

2017-07-10 19:04 | Report Abuse

yes, anyone can share the focus article pls

Stock

2017-07-10 18:55 | Report Abuse

bought more @ 4.14

Stock

2017-07-10 09:51 | Report Abuse

insas will ride on the upside potential in inari

Stock

2017-07-04 20:38 | Report Abuse

Hope for it to break 1.20! That's the immediate target

Stock

2017-07-04 16:42 | Report Abuse

this is a typical example of value trap as management does nothing to create value and there's lack of price catalyst. hidden value in this company is for everyone to see...its net cash per share is 40% more than the share price.

Stock

2017-06-30 19:48 | Report Abuse

manipulating share price?

Stock

2017-06-30 16:11 | Report Abuse

the question is...will it drop below the 1.36 private placement

Stock

2017-06-30 15:32 | Report Abuse

1 day up 1 sen. takes 2 day to up 2 sen. and then another day to wipe off the 2 sen...

Stock

2017-06-30 13:59 | Report Abuse

if u have been to evolve mall then u will know. its pretty much dead. so many better malls around...even paradigm mall is struggling

Stock

2017-06-30 11:38 | Report Abuse

Ban of rubberwood would eliminate the problem of shortage of raw materials and lower the production cost too. Good news for Lii Hen

Stock

2017-06-29 16:30 | Report Abuse

slow and steady, but surely...

Stock

2017-06-29 13:46 | Report Abuse

With the burden of having KYY as shareholder eliminated, its time for Lii Hen to move up. to reflect its true intrinsic value

Stock

2017-06-29 13:44 | Report Abuse

this hebeifortune cannot be trusted. he said the same thing bout Eversendai

Stock

2017-06-28 17:24 | Report Abuse

lol up 1 sen...Leno is so excited...
i'll be happy if it reaches 1.60