Donlad Duck tsunami already on the way.

Masteel was only 22 sen at its lowest.
Buy at 22 sen will not kill you.
Buy at 1.60 then drop to 22 sen will only leave you with ashes.

China is building a 3.5 million ton steelmill in Kuantan.
China is building a 5 million ton steel mill in Sarawak.

Nobody tell you meh?

Sell now !

Buying Jaks is easy.
Just keep on buying till 160m and you will jack up the price.

With average volume 3-4 million a day, you will need to be net seller for 40 market days at 4m each day.
Can you do it without depress its share price?

If you cannot run with F1 speed, can you beat Donald Duck tsunami 2018?
OPM really kill.
It kills all those greedy and daredevil, regardless you are big shark or small shrimp............

KYY has to sell everything
200m margin finance
Donald Duck speed up DJ crash
If he is not selling at the fastest F1 speed, no way he can beat Donald Duck tsunami 2018.....

KYY and wife now own 31.745% of Jaks.
At most he can buy only 1.255% more.
If he stop buying, only logical that he will sell, sooner or later unless he is going for GO -- highly not probable.

So better sell now before he unload it............

Donald Duck is putting America to become a country of beggars.

Important thing just follow kcchongnz principle:

BUY GOOD SHARE CHEAP

When can good share selling cheap?

Only during market crash.

You no need to follow any sifu that charge you consultation fees even if his recommendation bring you to holland...........

When market crash, bad share drop, good share also drop.
Go for some good shares with good value for your ringgit.......

Go for Reits for the time being.
It is some what like FD.
Atrium is good.
EPU and DPU on the rise.
ARReits also not bad.
Intermark is a good value buy.

After market crash (DJ should crash within ONE year), then you can convert your Reits into common stock.

Semua sudah kena tipu oleh KYY.
He is not oblige to tell you when he is selling.
BUT he is telling the whole world when he is 'buying'.

Not only in HYR.
What about JTIasa?
What about VS?
What about Latitude?

So still believe he is buying more and more Jaks?
When he tell you he has 200m Jaks, surely you must run with 4 legs.
For he is not oblige to tell you when he is selling Jaks......

Donald Duck is a joke!
Minimum wage in China is RMB 13 per hour
Minimum wage in US is USD 13 per hour
Selling price in China is RMB 2000 per ton
Selling price in US must be USD 2000 per ton also

If US customer can buy at USD 1000 per ton, it is to the advantage of the US industries.
If US producers can't produce at USD 800, Donald Duck was expecting China exporter to pay USD 800 to subsidize US producer?
Why can't Donald Duck reduce minimum wage to USD 5 per hour, that is still RMB 30 per hour wage. Still earning 2.3x more than the Chinese worker in China.............

Fly to Reits for the time being.
Wait till dust settle and perhaps wait for Donald Duck to step down........

No one wins

Posted by ks55 > Feb 5, 2018 03:53 PM | Report Abuse X

Trade war not just limit to import and export of physical goods.
What about intellectual properties and financial instruments?
China may use its vast reserve to manipulate US bonds, treasury bills, hence influence the stability of USD exchange rate.
A volatile USD may make most countries' Central Bank move away from using USD as foreign reserve. AND will further weakening USD as settlement medium for Third Parties transaction.
China can make use of its vast domestic demand to cushion impact on lost of export to US market, just as it did in 2008/09 during US financial crisis.

What make China a superpower?
It is self-reliance from raw material, to semi-finished products, to end product, and to the home market.
China is big enough to be considered 'world by itself'.

Can US produce a telephone, or a motorcar, sourcing components from its own factories in US?
Answer is NO.

So, all in all, a trade war with China will may US citizens suffer more.
As for Malaysia, Gajah sama Gajah berjuang, Pelandok mati tengah-tengah.

Free trade is good for all countries.
Globalization of trade make sense for individual country to benefit on its strength like cheap labour, abundance of agricultural land, technical knowledge on high end manufacturing, research and development capabilities.
Surely we cannot expect Singapore to grow its own food.
Surely we cannot expect India to make its solar panel cheap.
Surely we cannot expect US to produce cheap steel.
Why not US import steel from China and export aeroplane to China?
Why can't India produce more cotton and textile in exchange for Xiomi smartphone?

Sure win-win if all countries can make full use of their potential, just like Malaysia, produce more palm oil and sell it to India.
In that case, India can concentrate on producing more cotton and sell it to China.....

Donald Duck finally declared Trade War with China and the rest of the world.
Bad share drops, good share also drops.
Low price stock drops, high price stock drops more.

HYC may drop to 2 ringgit............

http://nymag.com/daily/intelligencer/2018/03/trump-finally-declares-his-trade-war.html

Stock: [HENGYUAN]: HENGYUAN REFINING CO BHD

Dec 31, 2017 09:31 PM | Report Abuse

When did Hengyuan pay dividend for the last time? 2013?
When do you expect Hengyuan to pay dividend again? 2023?

Like all Red Chips, if you still think Hengyuan is making 5 ringgit or 10 ringgit a year, and expect windfall dividend, you might as well wait for Xinquan to declare a 10 sen dividend.

Sama-sama lah, all are red chips.

Don't believe, check CAP, Maxwell, CSL, Xinquan, Xinghe, Kanger, CNOuhua, all were PE 1.5x, and all cannot afford to pay dividend.

Later on fire will break out in their factories/ refinery.

Be careful, when major shareholders start to unload, it will be like Maxwell owner selling her share at 2 sen.........

Stock: [HENGYUAN]: HENGYUAN REFINING CO BHD

Jan 18, 2018 09:36 AM | Report Abuse

Since KYY already bought 20m HY shares, unlikely he is going to buy more.
NOT prudent to put all eggs in ONE BASKET.

IF HE IS NOT BUYING ANY MORE, LIKELY HE WILL BE SELLING AT ONE POINT OR ANOTHER.

You know Newton's Law of Motion?

Force = Mass x Acceleration

F is now net negative.
Acceleration become Retardation.
Price can now only heading South.............




What KYY posted today is nothing new.
If he is not buying, sure he has to sell.
Additional supply will shift supply/demand graph, sure HY must be moving south.

"14 I must admit my mistake in being so bullish on Hengyuan.........
But when I see a sudden trend reversal, I started selling. I have to sell at lower prices.
I still have some Hengyuan shares and I have stopped selling. I may buy back when there is a trend reversal......"



See?
KYY not obliged to tell you when he is selling.


"You must bear in mind that when I start to sell, I am not obliged to tell you."
Koon Yew Yin dated 18.01.2018 @ 0850hr

Why so stupid?
Later YYY will tel you he has exited HY when market turn adverse.
He had done that in his comment in JTiasa.........

Jaks failed to deliver Tower A to Star even after 4 extension.
You should make up your opinion how credible is Jaks management.

"A11. Events subsequent to the end of the reporting period
On 20 February 2018, the Company announced that the deadline for the delivery of vacant possession of Tower A had expired on 15 February 2018 following the latest fourth extension agreed between Star Media Group Berhad and Jaks Island Circle Sdn Bhd ("JAKS").
As JAKS had failed to deliver vacant possession of Tower A by the stipulated deadline, the Company had in accordance with its rights under the Sale and Purchase Agreement and terms of the Bank Guarantees pledged as security made a demand on the Bank Guarantees from the financial institutions amounting to RM50 million."


http://www.bursamalaysia.com/market/listed-companies/company-announcements/5704089

As expected, Puncak Q4 result is fantastic.
In no time Puncak will go PN4.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5705321

Now USA is out because Donald Duck wants to make America First.
So Japan want to lead as Taiko, just as what it wanted to be 77 years ago.

TPPA?
What for?
USA want to sapu all!
Why can't they just go back to the original APEC objective?
Want to exclude China?
You are dead if you do not want to trade with China, even a trade war with China is enough to kill you.

https://en.wikipedia.org/wiki/Asia-Pacific_Economic_Cooperation

Tropicana Mall was a bad buy.
Sg Wang yet to recover even though MRT already completed.

TP should be at 1.00

Posted by ks55 > Dec 22, 2014 10:45 PM | Report Abuse X

Rental for Sg Wang will improve only after MRT is ready in 2017. Traffic too bad right now.

IOI City Mall in Putrajaya practically entice most residents from Putrajaya, Cyberjaya, Kajang, Sri Kembangan, Puchong South and nearby area. It is simply too good to resist. Why go to the Mines with ah pek appearance when you have a brand new first class mall nearby. Newly open less than a month and already near to 80% occupancy. Just pay a visit to appreciate it yourself.

Posted by ks55 > Dec 22, 2014 09:11 AM | Report Abuse

Yes, I like retail REITs. But to invest in CMMT must have second thought.
Just go to Sungai Wang, what do you see?
Go to IOI City Mall in Putrajaya. What can you conclude?
Hektar is most resilient and consistently pay out at least 10.4sen DPU. This work out to have DY 7.2% based on 1.45 share price.

As for office REITs, try to avoid QCT as PS acquisation is not at arms length. If waiver for PAC not granted, or PS acquisation aborted, then QCT is a good buy.
Try to avoid any other office REITs because it will be getting harder and harder to find tenant.

Industrial REITs, best buy is still Atrium. No doubt Atrium Puchung is vacant right now, with able property manager, it will not be difficult to find tenant. Moreover,
DPU for Jan 2015 will remain at 2.2sen (net profit from disposal of Rawang factory). This give DY 7.7% based on 1.17 share price.

For multi-dimension REITs, best choice is ARReit. Silverbird factory fiasco should be over in Jan 2015 with court proceeding (unless High5 play dirty trick again). Wisma Amanahraya in Jalan Semantan (Now rename Wisma ELM) is now lease to SEGI College University. In no time DPU will go back to 8 sen per unit.

Caution! Be caution!! Be most caution !!!!
Don't trust MRCB will inject properties for new lease of life to QCT at arms length.
Properties injected will be very much inflated. I don't trust QCM as someone has vested interest in these type of transactions.

Most important thing you must learn:-

If Public Anal-list give a buy call, means you have to sell.
This anal-list is half-cook, giving all half-cook recommendations.
Just look at the moving TP's of this anal-list.
Look at Parkson TP's.
Look at LCTI TP's.

For that matter, just bet against Public Anal-list and you won't be wrong.......

If this is the way to boost GDP, Singapore is going to holland together with India.

Why?

Sing dollar is still very much over-valued.
Singapore is no more competitive to operate business.
Singapore port is going to lose more and more business as its leader offended China.
Singaporean are asset rich, but cash strapped. Hard to enjoy comfortable retirement life.
Singapore retiree will have to work until 80 year old.
Singaporean will not be able to enjoy affordable healthcare.
Singaporean cannot afford long term care at their advanced age in home country.

All in all, Singapore government must tax more to keep the island state appears to be prosperous............

Magni on the way down.
Safe to remain sideline until selling pressure is over.

Lan Chai at work.
Abusing legal process just like High 5.
Very soon it will end like High 5 too.
No integrity.
No accountability.
Risky reputation.
Bad corporate image.

Better run for your life.........

Good article.
Most suited to the case scenario involving KYY.
If he promote share when he first see value (before price moving upwards), and he keep on buying till price shoot through the roof -- he is a gentleman.
If he already collected substantial (say 90% of his target volume), at low price, then using third party's account to create market activity with buying and selling (with fancy story), at the same time, gradually reducing his holding and slaughtering idiots along the way --- he is a wolf covered with sheep skin, a con man.

Fund managers are not cheating any body, even though they operate in similar pattern.
BUT they are not promoting any particular stock.
They leave it to Anal-list like PublicInvest Anal-lsit to do the dirty job.

So, equip yourself with knowledge, skill peritus, and be discipline.
Don't be a victim to such person proclaim himself as promoting a stock with 'good intention' to help you make money.
He is telling you half truth, not the whole truth.
He is telling you he does thing with 'good intention', but NOT in Good Faith.

This year election year.
This is the election dividend.
Won't be surprise next year dividend be at 4%.
(4 + 6.9)/2 = 5.45% that is the more realistic figure for 2017 and 2018 payout.

You will be seeing EPF is going to 'explain' why dividend declare for 2018 be 4%.
Already paid in advance 1.45% ma.........

职场打拼5年?
Already want to be big boss?
Your father Jack Ma?
Are you still earning 3k? 5k?
Got money to buy a house under PR1MA ?

When will Americans become beggars.
Watch the video and think over it.
You will understand it can happen to the US.
https://www.youtube.com/watch?v=rD-BJz3KA1g

Also you must take note why Greece became bankrupt.
Why western countries cannot compete with China.
Donald Duck is talking nonsense when he want to make 'America First'.
He is the sinner if world economy crash because of his stupid and selfish 'America First" philosophy.
www.youtube.com/watch?v=kVTJPfC5sA8

Blog: Jim Rogers Says Next Bear Market Will Be Worst in His Life

Feb 9, 2018 04:36 PM | Report Abuse

US debt in 2008 was 10T USD.
10 years later, in 2018, its debt doubled to 20T USD.

Why DJ and Nasdaq shot up so much?
All fueled by the extra 10T USD.

Danald Duck wanted to put 1.5T USD into renewal of US infra, that will add to the 20T USD debt.

US citizens already paid 458.5B USD interest in 2017 when effective rate was 2.3%.
Now effective rate is more than 2.7%, and it is going to move upwards if FED raise interest rate in Mac, and subsequently 2 more times in 2018.
Surely DJ will go to hell in coming one year.

QE's were easy. It pushed up DJ and housing prices worldwide.
Exit plan kills. It kills all share markets worldwide.

What the hell this fella knows about capital preservation?
He should give lecture on how to stretch value for his ringgit, OR how to protect buying power of his ringgit.

Really kindergarten going to teach how toddler should run.
The whole already turn upside down..........

US debt in 2008 was 10T USD.
10 years later, in 2018, its debt doubled to 20T USD.

Why DJ and Nasdaq shot up so much?
All fueled by the extra 10T USD.

Danald Duck wanted to put 1.4T USD into renewal of US infra, that will add to the 20T USD debt.

US citizens already paid 458.5B USD interest in 2017 when effective rate was 2.3%.
Now effective rate is more than 2.7%, and it is going to move upwards if FED raise interest rate in Mac, and subsequently 2 more times in 2018.
Surely DJ will go to hell in coming one year.

QE's were easy. It pushed up DJ and housing prices worldwide.
Exit plan kills. It kills all share markets worldwide.

What the hell this fella knows about capital preservation?
He should give lecture on how to stretch value for his ringgit, OR how to protect buying power of his ringgit.

Really kindergarten going to teach how toddler should run.
The whole already turn upside down..........

What survey you want?
Formulate a problem statement.
Identify the cause.
Give as many WHY, WHY, and WHY and WHY...WHY.......WHY.................
When you have all the solutions to all your WHYs, you will know what is the root cause.

NOW look at the STRENGTH of POTENTIAL BUYERS.
You may look forward to foreign buyers.
BUT you should pay more emphasis to the locals.

Why?
Residential properties were not selling well for past 4 years with severe overhang.
Developers are putting less house for sale for the moment, and price has been stagnant for quite a while and construction/land cost on the rise.

NOW:
Look at the demography for Malaysia.
Those with age 28 to 35 are supposed to be the buyers of the day, but they have deferred for the past 4 years.
So, potential buyers now are those from 28 to 39 year old.
How many are in this category?
7.7m !! With another 3m coming to age 28 in next 5 years.
It will shift the supply/demand graph.
When economy recover, property prices will again rocketing upwards.
This will most probably happen in next 3 years.

http://worldpopulationreview.com/countries/malaysia-population/

MQ Reits has been used as cash cow for MRCB.
Sooner or later, you will see MRCB injects all its KL Sentral properties into MQ Reits at grossly over-inflated price, hence passing the financial burden from MRCB to MQ Reits unit holders.
If you don't like to be paymaster for some over-inflated properties, vote with your legs.

Trade war not just limit to import and export of physical goods.
What about intellectual properties and financial instruments?
China may use its vast reserve to manipulate US bonds, treasury bills, hence influence the stability of USD exchange rate.
A volatile USD may make most countries' Central Bank move away from using USD as foreign reserve. AND will further weakening USD as settlement medium for Third Parties transaction.
China can make use of its vast domestic demand to cushion impact on lost of export to US market, just as it did in 2008/09 during US financial crisis.

What make China a superpower?
It is self-reliance from raw material, to semi-finished products, to end product, and to the home market.
China is big enough to be considered 'world by itself'.

Can US produce a telephone, or a motorcar, sourcing components from its own factories in US?
Answer is NO.

So, all in all, a trade war with China will may US citizens suffer more.
As for Malaysia, Gajah sama Gajah berjuang, Pelandok mati tengah-tengah.

Free trade is good for all countries.
Globalization of trade make sense for individual country to benefit on its strength like cheap labour, abundance of agricultural land, technical knowledge on high end manufacturing, research and development capabilities.
Surely we cannot expect Singapore to grow its own food.
Surely we cannot expect India to make its solar panel cheap.
Surely we cannot expect US to produce cheap steel.
Why not US import steel from China and export aeroplane to China?
Why can't India produce more cotton and textile in exchange for Xiomi smartphone?

Sure win-win if all countries can make full use of their potential, just like Malaysia, produce more palm oil and sell it to India.
In that case, India can concentrate on producing more cotton and sell it to China.....

Those who sailang Sendai already since-die.
Those who sailang Since-die with OPM already OTW to bankrupt.
Those who sailang Since-die and Redchip HY with margin finance will disappear very soon from i3, may include KYY.

At so advanced age, why still need to have sleepless night?
DJ down more than 500 points last 2 days.
Can he sleep soundly without margin-call?

Stock: [HENGYUAN]: HENGYUAN REFINING CO BHD

Jan 18, 2018 09:36 AM | Report Abuse

Since KYY already bought 20m HY shares, unlikely he is going to buy more.
NOT prudent to put all eggs in ONE BASKET.

IF HE IS NOT BUYING ANY MORE, LIKELY HE WILL BE SELLING AT ONE POINT OR ANOTHER.

You know Newton's Law of Motion?

Force = Mass x Acceleration

F is now net negative.
Acceleration become Retardation.
Price can now only heading South.............




What KYY posted today is nothing new.
If he is not buying, sure he has to sell.
Additional supply will shift supply/demand graph, sure HY must be moving south.

"14 I must admit my mistake in being so bullish on Hengyuan.........
But when I see a sudden trend reversal, I started selling. I have to sell at lower prices.
I still have some Hengyuan shares and I have stopped selling. I may buy back when there is a trend reversal......"



See?
KYY not obliged to tell you when he is selling.


"You must bear in mind that when I start to sell, I am not obliged to tell you."
Koon Yew Yin dated 18.01.2018 @ 0850hr

calvintaneng -- I fully agree with you 2018 is the time to buy into property stock.

Why?
Residential properties were not selling well for past 4 years with severe overhang.
Developers are putting less house for sale for the moment, and price has been stagnant for quite a while and construction/land cost on the rise.

NOW:
Look at the demography for Malaysia.
Those with age 28 to 35 are supposed to be the buyers of the day, but they have deferred for the past 4 years.
So, potential buyers now are those from 28 to 39 year old.
How many are in this category?
7.7m !! With another 3m coming to age 28 in next 5 years.
It will shift the supply/demand graph.
When economy recover, property prices will again rocketing upwards.
This will most probably happen in next 3 years.

http://worldpopulationreview.com/countries/malaysia-population/

Remember Xinquan?
Why Xinquan need Rights issue (raising paltry sum) when there was a few hundred million CASH in the bank. Even KYY believed CASH was there because his cousin was the auditor.

What happened to Xinquan can happen to HY, both are red chips paying no dividend.

Only company that pays dividend generate genuine profit.
Otherwise just profit created from thin air.........

As an indication you should dispose MQ Reits before ex-date, just look at EPF trading in the counter.
Bearing in mind EPF is the main beneficiary when MRCB sold Platinum Sentral and Menara Shell.
EPF is still major and substantial share holders of MRCB.......

Better buy for Reits at present is Atrium.
Why?

MQ Reits Managers cheat.
Why EPU decreased?
Why Platinum Sentral registered revaluation losses up to 25m?

Answers:

1. Platinum Sentral simply overvalued when it first injected into QC Reits. Rental not commensurate with amount paid. Have to write down even more for coming 3 years to reflect market value.

2. Menara Shell will have to write down in 2 years time to reflect market value.
Again MRCB simply injected over-inflated assets into MQ Reits.

3. Further issuance of units to vendors and Managers diluted EPU.

4. Rental and occupancy can only go south in coming years due to oversupply of office space.


Recommendation:

Forget about the income distribution.
MQ Reits is going to laosai after ex-date.

KYY not obliged to tell you when he is selling.


"You must bear in mind that when I start to sell, I am not obliged to tell you."

Koon Yew Yin dated 18.01.2018 @ 0850hr

Stock: [HENGYUAN]: HENGYUAN REFINING CO BHD

Dec 31, 2017 09:31 PM | Report Abuse

When did Hengyuan pay dividend for the last time? 2013?
When do you expect Hengyuan to pay dividend again? 2023?

Like all Red Chips, if you still think Hengyuan is making 5 ringgit or 10 ringgit a year, and expect windfall dividend, you might as well wait for Xinquan to declare a 10 sen dividend.

Sama-sama lah, all are red chips.

Don't believe, check CAP, Maxwell, CSL, Xinquan, Xinghe, Kanger, CNOuhua, all were PE 1.5x, and all cannot afford to pay dividend.

Later on fire will break out in their factories/ refinery.

Be careful, when major shareholders start to unload, it will be like Maxwell owner selling her share at 2 sen.........