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2019-01-20 22:14 | Report Abuse
@tokti...Point 2 is very, very important...is it a Value Trap...???...is it the managements are superb n have personal stakes at Risk...if they underperform...???...Well you know Mr. Beh n Mr. Gan families are huge stakeholders... Outsiders are just bystanders...not very crucial... Actually i prefer less institution funds involved. TQ.
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2019-01-20 13:14 | Report Abuse
One of the best investment book .. Margin of Safety...Seth Klarman...!!!
https://www.fool.com/investing/general/2010/05/18/10-quotes-from-one-of-the-greatest-investment-book.aspx
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2019-01-20 13:13 | Report Abuse
One of the best ever written...Margin of Safety...Klarman...!!!
https://www.fool.com/investing/general/2010/05/18/10-quotes-from-one-of-the-greatest-investment-book.aspx
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2019-01-20 11:45 | Report Abuse
Buffett's Failures...!!!
https://www.cnbc.com/2017/12/15/warren-buffetts-failures-15-investing-mistakes-he-regrets.html
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2019-01-20 11:40 | Report Abuse
Buffetts' Regrets...!!!
https://www.cnbc.com/2017/12/15/warren-buffetts-failures-15-investing-mistakes-he-regrets.html
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2019-01-20 11:38 | Report Abuse
Buffett's' Mistakes...!!!
https://www.cnbc.com/2017/12/15/warren-buffetts-failures-15-investing-mistakes-he-regrets.html
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2019-01-18 13:17 | Report Abuse
Soros Wisdom...Must Read Diligently...!!!
https://www.wealthlift.com/blog/10-george-soros-quotes-investing/
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2019-01-18 13:15 | Report Abuse
®Read n Must Understand these processes thoroughly...!!!©
https://www.wealthlift.com/blog/10-george-soros-quotes-investing/
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2019-01-17 10:23 | Report Abuse
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2019-01-17 08:44 | Report Abuse
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2019-01-13 18:25 | Report Abuse
Ha...Well...good business, good management, But probably not a good Price. Set as watchlist...hehe...!!!
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2019-01-12 22:50 | Report Abuse
Correction...there are around 30 thousands components needed to build up a car...!!!
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2019-01-12 22:48 | Report Abuse
Ha...Well there are someone who wants to know how EV can benefits VS...not only VS...i think most OEM, OSAT n ATE companies. There are almost 30 components in a car...well some of them will be outsourced to those companies...so there are much integration within manufacturers n supplies...n the whole supply chains will be interesting to analyse...i am still learning more about how these vertical n horizontal integration within those companies...that can really average down WACC...TQ.
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2019-01-12 19:55 | Report Abuse
Ha...One or two wonderful business... Invested at a wonderful Price...Will make you eat good Abalone every CNY... hehehe...!!!
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2019-01-12 19:43 | Report Abuse
Haha...that's is Mr. Market at its irrationality at its best moments...for whatever counters have a good understanding of its earnings, cash flow, PE, PEG, ROE, n the crucial one but not least is its management team. How they can overcome adversity in the long, long runs, running their businesses. I have investing in VS for quite some time, sold n having free shares, n now the moment has arrived. What a chance...i loaded almost...@33% of my portfolios position. Time will tell not now...probably underperforming it present moment...but let see in 2 to 3 years from now... hahaha...!!!
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2019-01-12 17:26 | Report Abuse
Ha...not only VS...how about Sensors, Leds n ATEs product manufacturers such as Inari, GTronic, Vitox, Penta, n others EMS, OSAT, n ATE companies... hahaha...!!!
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2019-01-12 17:20 | Report Abuse
Ha...Dyson Singapore electric car is centred on R&D n of course the source of it still come from UK. So we must think how it will benefit those who have collaborated with Dyson before n it's a Win-Win collaboration for both sides. The whole supply chains will benefit across the causeway n probably whole of SEA. Just analyse it forward...how it will benefit VS...???!!!
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2019-01-10 23:33 | Report Abuse
Hahaha... when you trade n invest in market leader, like VS, Inari, TopGlov n Vitrox...it has strong interest in various market behaviours...some are shorting n some are longing...that's why Mr. Market is manic depressive disorders...if you cannot take it better buy a low cost index fund or keep as fixed deposit or buy AAA bond. It all depends on your risk appetite n character...TQ.
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2019-01-10 22:54 | Report Abuse
That's the process is crucial...at zero Margin of Safety...Must Sell... probably half...To zero down our cost of capital...Risk aversion is very, very important in investing in equity...Think of safety first...n the return on investment or upside, will takes care of itself. Think of how much downside if i am wrong... different markets scenarios n unforeseen circumstances that can't be avoided. TQ.
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2019-01-10 22:36 | Report Abuse
Good Business.... Good Management...Good Price...???...Probably below...@1.00...high Margin of Safety....@1.00~1.80~Resonable Price... above that's zero Margin of Safety...at present scenarios...But need to look forward its earnings revisions...to judge for yourself...Of course...increasing revenue n profit will determine higher intrinsic value n vice-versa...GL...!!!
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2019-01-10 15:23 | Report Abuse
Aiyah irrational behaviours because of Greed n Fear... that's psychology's...
Extremely difficult to overcome with rational thinking. Always think of margin of safety n zero down cost of capital...no matter how good it's...Mr Market has extreme behaviour...!!!
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2019-01-09 17:30 | Report Abuse
Ha... analyse its average PE n PEG...for at least 3 years...n decide for yourself...but Buy with some Margin of Safety...for Bursa @>25x PE, probably has zero safety...where capital losses can be substantial...GL.
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2019-01-09 17:10 | Report Abuse
Hahaha... probably because of supply n demand dynamic is disrupted... that's overcapacity expansion...n can erode profit margins...i don't really see it...trade war is stabilising... sentiments is neutral for glove industry...!!!
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2019-01-09 16:50 | Report Abuse
Ha...Sold half...cost of capital...@<0.10...Cantek...!!!
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2019-01-09 11:37 | Report Abuse
Ha... Bought on weakness...1st Bullet...one leg into the river... testing... hahaha...!!!
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2019-01-07 17:10 | Report Abuse
Ha... Added...Priced In...Above 100%...M.O.S...Hold..minimum...200 days...!!!
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2019-01-05 22:32 | Report Abuse
Ha...Whatever cash n assets that can't generate an above average return on equity...Mr. Market will never take it seriously... mystical company... already selling below its floor value... probably its cash flow is erratic...follow by its price...!!!???
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2019-01-05 00:56 | Report Abuse
#8 Dimensions... ecosystems...!!!
https://www.gartner.com/smarterwithgartner/8-dimensions-of-business-ecosystems/
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2019-01-05 00:47 | Report Abuse
Apple ecosystem services...!!!
https://www.fool.com/investing/2018/12/06/3-warren-buffett-stocks-worth-buying-now.aspx
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2019-01-04 20:32 | Report Abuse
Good Business, Good Management, n Good Price...!!!
https://www.google.com.sg/url?sa=t&source=web&rct=j&url=https://researchwise.dbsvresearch.com/ResearchManager/DownloadResearch.aspx%3FE%3Ddhebdkhea&ved=2ahUKEwiO7YWAkNTfAhUVdt4KHZHgAqoQFjACegQIBxAB&usg=AOvVaw0QQ_Vou1f1vhY6krZCfsHQ&cshid=1546604883244
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2019-01-04 19:59 | Report Abuse
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2019-01-04 18:48 | Report Abuse
Patrick13...TQ. Buy n Hold...Right business, Right management n now Right Price...!!!
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2018-12-27 18:07 | Report Abuse
A concise history of presidential commentary on the stock market | https://www.klsescreener.com/v2/news/view/473610
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2018-12-27 18:05 | Report Abuse
Huawei's revenue growth rebounds despite `storm-tossed' 2018 | https://www.klsescreener.com/v2/news/view/473614
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2018-12-27 16:45 | Report Abuse
Aiyah...what to do... majority are like this, n like that...Big Dilemmas...when Price is reasonable...Fear to Buy...when Price is unreasonable...Look like a Fool... don't know when or at what Price to Sell...!!!...end of day..
Still lost to Mr. Markets irrational behaviours... hahaha...!!!
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2018-12-27 15:13 | Report Abuse
Exactly...@soyaichan...many people don't know how to differentiate between assets play, company selling services or products, that's why must understand its business model n analyse it around 70~80% is enough to decide. Nothing is 100%... everything is only approximately correct... because we can't compute management intrinsic value plus others unforeseen circumstances. TQ.
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2018-12-27 13:57 | Report Abuse
Ha... don't worry be happy...if that day's happening... probably VS....will drop to its floor value of 0.25. Then how...?...fear to dead...!!!...Just Buy...loh...!!!
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2018-12-27 13:44 | Report Abuse
Added... Probably with such a efficient management...@.80...is around...<30%...Margin of Safety. Hold... minimum 3 quarters...!!!???.
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2018-12-25 22:17 | Report Abuse
Trade War...!!!
China to remove some import and export tariffs | https://www.klsescreener.com/v2/news/view/472952
News & Blogs
2018-12-25 17:37 | Report Abuse
Aiyah... unfortunately there are very, very, rare or few true cultivators in all religions nowadays. All only talk how beautiful the flowers are...but never go deep inside the roots. True cultivators are sitting cross-legged in full lotus...n at peace all their time n consciousness is clear n lucid. There aren't ignorant like we normal people who built so many house of worship... actually all n everything are just an illusions, like dew-drops, like clouds, nothing is forever...!!!
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2018-12-25 16:53 | Report Abuse
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2018-12-25 08:38 | Report Abuse
ESOS...it's a scheme that benefit full time employee, n it depends on the price when it was issued on the date n year. For this...@0.56 was issued to employees in Feb, 2015. So employees has ten years grace period to exercise it, to buy or sell. Usually 1 dollar is deducted from employee's pay, for ESOS entitlement. Bursa still have companies issuing ESOS, but in SGX it is becoming lesser, so many outsourcing nowadays. TQ.
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2018-12-25 01:07 | Report Abuse
Point 5. Last but not least...Value Investors must rebalance their portfolios...n bring down their cost of capital occasionally if there are opportunities to do so. Always remember to sell half of their portfolios, when Price appreciates...@100%...?...the rest is history. GL n Merry Christmas...TQ.
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2018-12-25 00:39 | Report Abuse
Value Investing...Why...!!!
1. We or I haven't met a single person who can predict price movements. Unfortunately those who claim to forsee market's directions, but actually don't have that ability.
2. If investors can predict future market's directions than value Investors don't exist in the beginning.
3. The beneficial time for value investors is when market are falling, where they invest with Margin of Safety to protect against huge losses.
4. Well most of us know markets cannot be predicted accurately...Value investing can be considered a safe n successful investing strategy.
TQ.
Stock: [VS]: V.S INDUSTRY BHD
2019-01-21 18:11 | Report Abuse
Ha...EMS~OEM n ODM...VS is No. 21 in the world...Top is HongHai, Taipei, No. 10 is Venture, Singapore, So where is these SKP n Ataims...???...So just trade n invest in the leader...in Bursa...for this specific industry...you will never regret. That's why so many sharks n piranha swimming around VS...trying to have a quick bites n run faster or 'lary kuat-kuat...so there are very, very smart...or there are Asholes in the long Run... hahaha...!!!