i only look at one thing, nta has improved

yes, 又回到原点, Insas tomolo i come visit u

yes, im queeing at rm2.00 to add stake, this is the export counter that will not benefit from forex gain, but i still like it.

I believe management is able to overcome heavy usd debt (90% of total liability) by strong turnover aka natural hedging

who r going to pmcorp agm? can report back here?

wah, Prem Watsa so confidence on Mudajya, i shall attend the agm to consider 加码
the agm must be very 精彩

Koon Yew Yin short Mudajya, Fairfax long Mudajya, who will be the winner?

Yeap, ah Seng buyback liao, observe first

Tsunami一来，什么建筑物能不被水淹。
核能厂辐射泄漏，方圆100公里，能有幸免乎。

讲真，个人觉得你的股票组合很烂，都是“投行股”，我只有facb与你同行。

但还是谢谢你的分享，有时间我们可以做个朋友

个人觉得阿发白咖啡不是很成功，从品牌来讲当然是成功，可是却花了一大笔钱来打广告（阿牛赚很大哦）

毕竟喝咖啡还是要回到口味，抓住消费者的胃才是最重要。

Milo的成功品牌塑造固然很重要，但是雀巢一直以来都有投入经研，不断的改良配方，如现在的Protomalt。现在的Milo却是比以前好喝多了。

而阿发白咖啡给我的感觉是如果没有印上阿发的logo，就像杂mark罢了。

你看益昌（Aik Cheung）和泽合(checkhup)，广告不多打，但人家是以选用优质的咖啡豆来做市场定位，一样可以买到好价，一包要rm15以上。

如果阿发不专心搞好口味，而是一直打广告来维持市场份额，如此庞大的开销，长久下去也不是办法。

你知道啦，华人的胃口是最叼的。

这篇文在2011年已经告诉你，买店铺好过买住宅，买股票好过买店铺。

冷眼的文章可以看了又看，温故而知新啊

我想汤国基应该是套利来周转罢了，和合的股价被他拉低，现在PE不超过6，三月的业绩on track，基本面没变，现在是进场的好时机。

和合的凭单三年内到期，我认为和合三年内会起，所以决定买Hohup-wa，赚比较多

汤国基（透过英莎）五月放了少少和合，约2m股，平均减持价rm1.4，总值rm2.8m

hai, i own facbind and pmcorp, Noby n Paperplane, can we make fren n hv further discussion?

u can reach me at lawrencetaneo@gmail.com

geng到有点变态

i sold my johotin after dec result out, now Icon888 wrote so much on johotin, so 给力, i feel like i wanna buy back

yalor, agree with firehawk, normally the market is not smart enough to know the Aseana thinging, furthermore the quarters r still on losses, not sure Ireka will pay divvy from the gain of Aseana.

better dun touch Ireka, hohup better

Bukit Jalil City has got Lai Meng SJk(C) stick to it, which can add a lot of value, u know la, Chinese school always 爆满, can bring alot of traffic, much better than international school

wa, this counter calvin one man show, no other ppl kakacaucau

ya, the unsold condo units will become "build first sell later"， 响应政府的号召

this counter needs to wait, wait till the majority forget this counter 1st

I think he lose money on Mmode, Unimech and Muarbanlee, he is not god

WTK so pricey oso wn to buy

tq Ali, now got new stock ideas

long time no see, my fren.

Are u telling us now Iconoffshoure is selling far below liquidation value?

According to the disposal proposal, managment said will result in 7m gain, but in fact the latest result showed 14m gain.

The previous quarter showed 8m worth of asset held for sales, 8m + 14m = 22m

So actually the cost of the disposal asset is 8m.

New thing learnt, next time if there is any disposal, we should calculate the gain according to asset as held for sale in the balance sheet instead of the proposed gain, then we will be more accurate in stealing the chicken.

No wonder the directors all obese, they must hv been eaten all the logs.

I hv studied every timber counters n tilt the odd into my favor, but the outcome turn out bad.

I lost 20% n i quit without hesitation, 我认命

wait tomolo the news come out, uncle auntie read newspaper then flock in, then only sell

he hasnt been disposing any shares since 3yrs ago, is this the signal of coming?

What ah Seng has been doing? Acquired n disposing the same amt of shares yesterday
He clicked the wrong button?

Taann, Jtiasa, WTK all big logging players posted record high result on timber segment,
Now I hv more confidence on pure logger Gpharos, 加码！

the board rejected the rm2.2 offer, thats mean Cocoland is worth more than that

from biz point of view, dun u think that service one particular customer is too risky? what if Keurig pukkai?

Does Keurig has stake in VS like Avago has stake in Inari? To make sure their interest is aligned with yours?

For a big brand, oem's profit is his cost.

Got it? VS's profit is equal to Keurig's cost.

yes, now need to see Latitude's turn

We should ignore the possibility of privatization, bcoz Ah Seng sharebuybacks like drinking coffee in the morning day by day over these 3yrs.

But one good thing is the share price is easier to go up, since Ah Seng would not sell his shares.

Pros
-Nepal earthquake
-Penisular east coast aftermath rebuild
-East Malaysia crackdown on illegal logging activities

Cons
-China Econ slowdown

Why, Icon bro, what do u think?

the economic of moat of Willow is at biz model which can keep on generates recurrent income.

Once you chose Willow cctv system, then u hv to use it forever, any maintainence u nid to refer back to Willow.

So even there is no new contract, lets say high speed rail, mrt all big infra all die, willow still can live on maintainnence work.

Willow has developed its owned cctv software must be very canggih even SG gov like.

Clients oso can find other company to do maintanance, but the switching cost is high

http://klse.i3investor.com/servlets/pfs/46734.jsp

it is in my acc, tq

the market is good during the time of ur writing, crude oil still above usd100

Hevea? 收皮啦，看我的Latitude

http://klse.i3investor.com/blogs/kakashit/75509.jsp

Latitud已经comfirmed在一月买了Kpscb的夹板厂，马上可以投入运作，增加产能

ksl got up meh after share split, i used to hold ksl throught the split

i though KC should be able to pull down the price of VS, or Koonkoon supporting it? lol

hi Tan KW, could u upload my self-manged portfolio? tq

good, profit growth spurred by DIY segment and wire product despite drop of fasterner turnover due to local tradar wn to clear stock b4 gst.

I dun hv Chinwell, but i hv got Tongher, hope fully Tongtong can be as good as Chinchin

Tan Ching Ling emerged as sub shareholder in LNG, the one who played Esceram

selling Inari sure make money, coz the cost is one over six of Inari share price, but Hohup?

Insas pushed up the Hohup share price itself, can make gain meh?

i think KPS will disclose the quarter result as late as he can, so that he can accumulate enough shares b4 it rose

nightmare over? Most of the USD hedging contract are gonna ended on May.
Or maybe need to wait one more quarter so Notion can totally be detoxified of hedging stuff.

But Im afraid ringgit would turn strong in the second half of 2015.

Anyway, Im pending insider buying signal

sometimes if u need to be alone, u shall go to this kind of phantom condos.

Mr. Jian, fyi, foreigners own not more than 5% of Malaysia's property, in Johor, their price floor is at 1 mil ringgit.

Gadang doesn't hv Pavillion 2, lol