kakashit

kakashit | Joined since 2014-04-19

Investing Experience Advanced
Risk Profile Moderate

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Stock

2015-12-24 10:29 | Report Abuse

logging vol for Nov is not doing good, drop half compare month to month, i believe Dec vol also will not turn better.

But this is the impact as a whole, as the yr ends come, the whole south east asia region is on raining season.

Nonetheless, I believe the the increases in avg log selling price is able to offset the reduced in vol

Stock

2015-12-22 22:10 | Report Abuse

juz read the news on the Star:
http://www.thestar.com.my/business/business-news/2015/12/19/the-bauxite-boom-or-bane/?style=biz

Bauxite mining is causing pollution in Pahang, coz tonnes of bauxite are loaded in Kuantan port, very congested, road is flying with red sand, the color of bauxite ore, waiting to be exported to China.

This means the bauxite mining is doing real good, some operator licenses are being suspended by local government, of coz tmakmur is not one of them, it has rock solid backstage one.

So Tmakmur, pls make more pollution

Stock

2015-12-22 09:21 | Report Abuse

congrats to everyone here, after pmcorp then will be muiind, 春天还会远吗?

Stock

2015-12-21 18:21 | Report Abuse

相信Fund E一旦停止放票,Taann就会爆冲

Stock

2015-12-18 21:58 | Report Abuse

got plenty of receivable to be written off, when the receivable is cleared only jio me

Stock

2015-12-18 12:34 | Report Abuse

给力哦

Stock

2015-12-18 12:14 | Report Abuse

hmm, headache, dunno wn to avg down my cost

Stock

2015-12-16 15:54 | Report Abuse

其实被低估也不错得,至少不用卖出,又要烦找别的股

Stock

2015-12-16 10:49 | Report Abuse

tp 70cents

Stock

2015-12-16 10:49 | Report Abuse

高唱 u're my Destini

News & Blogs

2015-12-14 13:42 | Report Abuse

wa so specific, agree. a cooked chicken would not fly itself

News & Blogs
Stock

2015-12-13 11:11 | Report Abuse

ya, i kena trapped liao, at rm1.60

News & Blogs

2015-12-12 09:48 | Report Abuse

now only get into China's eletriciy industry is too late, u nvr heard Beijing wants to cut Aluminum production dunno how many tonnes?

God bless u

Stock

2015-12-11 14:42 | Report Abuse

pls go to 20cents,唔该

Stock

2015-12-11 09:31 | Report Abuse

what Upatkoon is playing right now? 欲擒故纵?

News & Blogs

2015-12-10 23:44 | Report Abuse

要来的迟早会来,大马的房地产是纸牌屋,是由脆弱房贷堆砌而成的,一吹就倒。

坚持不买房产,只买股票

News & Blogs
Stock

2015-12-10 08:56 | Report Abuse

a nice company, unfortunate heavy in USD debt n hedging contract resulted in net forex loss

Stock

2015-12-10 08:41 | Report Abuse

pls boom the directors with bonus issues request. No, this is an order

I will bring a 10 feet long banner stating "pls bonus issue"

Stock

2015-12-10 08:25 | Report Abuse

pls cut more trees, no 5 Ringgit i would not look at it

Stock

2015-12-10 06:57 | Report Abuse

Calvin, it is really hard to examine ur track record, coz ur writing scatters all around the corners, ppl afraid u simply talk something simply doesnt exist,

why dun u set up a portfolio and update it on a weekly basis, like Bursa Dummy, it is much more easier for ppl to refer to.

U can also gradually build up ur reputation and credit in the field by working this way.

Stock

2015-12-08 23:20 | Report Abuse

agree, strongly agree

Stock

2015-12-08 20:01 | Report Abuse

still can buy right now, Calvin from Sg? What's the rationale behind?
Would KK Lau offers higher bid?

Stock

2015-12-08 18:30 | Report Abuse

im fully loaded, support u mentally

Stock

2015-12-08 14:44 | Report Abuse

免急,慢慢爬

Stock

2015-12-08 09:46 | Report Abuse

why Ter Por Yee is in mpcopr with 5% shareholding? What his relationship with BOD?

or he took part as a value investor only

News & Blogs

2015-12-08 09:44 | Report Abuse

why u hide ur EG, Koonkoon. Still wn to collect share from the market?

News & Blogs
News & Blogs

2015-12-08 09:15 | Report Abuse

根本不是问题,市场迟疑就是最佳的买入时机
btw,laitud还可以买

Stock

2015-12-07 22:26 | Report Abuse

so cheap now, im in

Stock

2015-12-07 13:46 | Report Abuse

We dun nid to take care the upside of logging and plywood segments, but we take care the downside of plantation, manufacturing and oil & gas.

compare with the preceding quarter (2q2015):

plantation: still nid to suffer, lbt minimized 1m to 1.6m

manufacutring: tin foil product is doing export, very good, pbt increased 100% to 5m

oil & gas: started breakeven, inclusive of one time mobilization cost, so the next quarter will be start making money. As they're just providing enginnering to Petronas's existing oil field, so dun nid to worry so much and yet the management is very optismistic.

Given the unlimited upside and limited downside factors of WTK, i would gv it a foward pe valuation of at least 18x, now is 15x

Dun worry folks, hv I ever pointed u to Holland since I started writing in i3?

got buy, I jio u; got sell, I inform u

News & Blogs

2015-12-07 11:26 | Report Abuse

The dream of property is far beyond the vison of wawasan 2020 high income nation.

News & Blogs

2015-12-07 11:25 | Report Abuse

typical answer to prop bubble: if ur prop is in strategic location, dun worry, forever got demand.....

The problem is all developers are developing in strategic locations, and seems like anywhere also strategic location as what they claimed.

here got Ikea la, there got MRT, here got bridge, here got new highway la, there got Rosmah la

When 2008 financial crisis hit US prop, got any house price no drop?

Stock

2015-12-07 09:11 | Report Abuse

wtk very 好料 mah, u guys 没有眼光, accumulating at 1.15

Stock

2015-12-06 14:17 | Report Abuse

bough some more at 37.5, hehe

News & Blogs

2015-12-06 10:00 | Report Abuse

i3 forum can without kyy, but cannot without Terenceguh

Stock

2015-12-05 13:36 | Report Abuse

totally no cash involved, inject toxic property asset. Swap rubbish with garbage

now turnaround man Yeoh Soo Ann also chow away from prop, what do u expect

News & Blogs

2015-12-05 09:50 | Report Abuse

食住个势,bring ppl to Holland again

Stock

2015-12-04 11:32 | Report Abuse

i will go agm too, if u saw a botak gwai lou wearing suit, that's me
this coming Christmas quarter sure 劲赚

Stock

2015-12-04 10:03 | Report Abuse

good news u already know, i went for the agm, i'll tell u the bad news.

the autralian prop project is not progress billing, but only book in rev when the project is done.

Sentul n Puchong projects are still question mark, the malacca one sure die

that's for the time being they're running on a tight cash flow, might not hv the ability to gv u a moderate dividend.

now sp is 55cents, given forward they can make 1 cent of eps per quarter, 4cents a yr,then forward pe is around 14.

hold or sell, pls make ur own decision

Stock

2015-12-03 20:00 | Report Abuse

Sanichi directors trading 1 or 2 months later only announced, too late liao

News & Blogs

2015-12-03 08:18 | Report Abuse

but they're selling jewellry not raw gold, ppl cannot afford oso, oso nid to buy gold in USD,

if u look at their inventory, the value of the jewelryy is most made up of craftmanship, in another word, labor cost.

Gold value only a small proportion

Stock

2015-12-03 08:13 | Report Abuse

very shitty bod, especially the cfo, damn lan c and guailan

Stock

2015-12-02 08:20 | Report Abuse

i will go agm, see how

Stock

2015-12-02 08:01 | Report Abuse

everytime i view this counter oso very pricey in term of pe n nta. Now Yeoh oso 走老,this counter should be gg liao

Stock

2015-12-02 07:54 | Report Abuse

cash flow still healthy