limch

limch | Joined since 2015-08-29

Investing Experience -
Risk Profile -

Be greedy when others fearful-Warren Buffett. UM graduate. 27 years experience in stock market. Graduate same faculty like KWAP CEO. Like CPO and property counters bec believe land will appreciate over time.

Followers

1

Following

0

Blog Posts

0

Threads

3,262

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
3,262
Past 30 days
54
Past 7 days
0
Today
0

User Comments
Stock

2017-04-30 19:52 | Report Abuse

Even latest QR EPS 0.9 sen "really good"? How abt dividend?
http://klse.i3investor.com/servlets/stk/fin/5238.jsp

News & Blogs

2017-04-30 16:58 | Report Abuse

The format change. Unlike 2013 1 not allowed to trade(meaning must own the stocks from 1st Jan until Dec 31st) from 2014 onwards. You can refer to KYY complain about this as well.

Posted by probability > Apr 30, 2017 04:52 PM | Report Abuse
limch..after that you stop participating in the yearly competition? why?

News & Blogs

2017-04-30 16:23 | Report Abuse

Difference between us and OTB is he is remiser whereas myself, stockmanmy, KC or whoever are not so KYY cannot approach us. In fact I beat OTB in 2013 TKW stock competition using id rlch but why he never mentioned at all.

Posted by Ooi Teik Bee > Apr 30, 2017 04:06 PM | Report Abuse

stockmanmy,

I am very sure you cannot beat me in term of money made from stock market. This is a fact here, no matter how you twist the story.

Please do your homework before you talk, twist and turn will not earn your respect from readers in I3. I will look down on you if you do not talk with facts and figures especially you bullshit on your strategy.

If you are so good, someone will approach you to help him to make money.

I stop here, no more comment from me.

Thank you.

Yours sincerely,
Ooi

Stock

2017-04-30 16:01 | Report Abuse

YTD XOX gain 25%. If 20 sen does come 1 can gain 100% from 1st Jan or 60% gain buying at 12.5 sen.

News & Blogs

2017-04-30 13:42 | Report Abuse

Underinvested means you miss out gain on bull run this year. Many said they make 20% first 4 months 2017.

News & Blogs

2017-04-30 13:26 | Report Abuse

Agree. Not long ago this year Calvin said he said he only 5% invested in Bursa stocks. Can trust him? Please ask Icon8888 to verify what I said is true.

fast To make your preaching believable, you must have a honest and trustful life testimony and speech. Otherwise, the devil and unbelievers will scoff at Christianity.
30/04/2017 13:03

Stock

2017-04-29 15:57 | Report Abuse

What I read is share buy back 10%. After that possible privatization?

News & Blogs

2017-04-29 12:19 | Report Abuse

Just bought Dnex and Pworth not qualified to talk big here. Both near year highest totally out in this thread topic.
http://klse.i3investor.com/servlets/cube/post/king36.jsp

king36 Beware of sunset industry.
Beware of Directors overpay themselves and giving NO bonus.
They are at their historical low Not without reasons…
27/04/2017 20:51

Stock

2017-04-29 11:58 | Report Abuse

If read yesterday released 2016 Annual Report UMWOG already owned 42.28% Icon.

Stock

2017-04-29 11:57 | Report Abuse

SUBSTANTIAL SHAREHOLDERS ACCORDING TO THE REGISTER OF SUBSTANTIAL SHAREHOLDERS
No. of Shares Held
Substantial Shareholders Direct Percentage (%) Indirect Percentage (%)
Hallmark Odyssey Sdn. Bhd. 497,768,820 42.28 - -
Lembaga Tabung Haji 102,111,868 8.67 - -
E-Cap (Internal) One Sdn. Bhd. - - 497,768,820(1) 42.28
E-Cap (Internal) Two Sdn. Bhd. - - 497,768,820(1) 42.28
Ekuinas Capital Sdn. Bhd. - - 501,081,988(2) 42.57
Yayasan Ekuiti Nasional - - 501,081,988(3) 42.57
UMW Oil & Gas Corporation Berhad 497,768,820(4) 42.28 - -
UMW Holdings Berhad - - 497,768,820(5) 42.28
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5412837

Stock

2017-04-29 11:55 | Report Abuse

ANALYSIS OF SHAREHOLDINGS(ICON 2016 AR)
AS AT 30 MARCH 2017
THIRTY (30) LARGEST SECURITIES ACCOUNT HOLDERS

4. CITIGROUP NOMINEES (TEMPATAN) SDN. BHD.
- EMPLOYEES PROVIDENT FUND BOARD
32,839,600 2.79
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5412837

Stock

2017-04-29 11:26 | Report Abuse

If merger fail who has power to object? EPF, minority shareholders or who? How they want to object? Not in EGM?

Posted by Rowie > Apr 29, 2017 10:35 AM | Report Abuse
Lim........deemed interest cos on impending deal announced on 19 Jan. Don't read too much into it

Stock

2017-04-29 10:31 | Report Abuse

If check more details UMWOG seem already own ICON 42.28% as attached web link. Can those who know more clarify further?
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5326965

Stock

2017-04-29 10:17 | Report Abuse

Don't see any news on Bursa announcement this week but Star news caused fluctuation of both Icon and UMW OG share price.

Posted by offshore > Apr 29, 2017 10:01 AM | Report Abuse
If valuation is too high, then have to negotiate with Ekuinas to reduce the price. Don't think there is anything to announce at the moment until there is an outcome with Ekuinas on revised pricing.

Stock

2017-04-29 10:04 | Report Abuse

26 MALACCA EQUITY NOMINEES (TEMPATAN) SDN BHD
EXEMPT AN FOR PHILLIP CAPITAL MANAGEMENT SDN BHD (EPF)
5,492,425 0.2%

So total EPF own 17.89 million shares.

Stock

2017-04-29 10:03 | Report Abuse

I admit I am conned by the IBs' here to choose Vivo. That's why if own only Vivo how to cari makan in 2017?

Stock

2017-04-29 10:00 | Report Abuse

VivaVivo2017 I own over 20 counters so very hard for me to check every counter detail by details .

Stock

2017-04-29 09:57 | Report Abuse

Suprise suitor is Wilmar also a plantation giant..

Stock

2017-04-29 09:53 | Report Abuse

A MAJOR reshuffle is on the cards for the Federal Land Development Authority (Felda) and its plantation arm, Felda Global Ventures Holdings Bhd (FGV), that could see the emergence of a new shareholder in the latter.
Felda is said to be seeking the return of the land that is currently leased out to and managed by FGV because it feels that it can extract higher returns.
At the same time, FGV is also likely to see a new shareholder emerging.
According to sources, the party is said to be an investment vehicle led by Wilmar International Ltd co-founder Martua Sitorus.
“The strategic partner may either simply acquire the shares or inject plantation assets into FGV or both.
“The latter option would suit FGV since it will need a new plantation landbank to work on for its upstream operations should Felda take back its land,” says a source familiar with the negotiations.
Recently, Felda chairman Tan Sri Shahrir Abdul Samad stated that it needed to boost its revenue base and income source, as it requires at least RM2bil to RM3bil annually to carry out its programmes for settlers.
Shahrir also said that it was not happy with the returns from the land being managed by FGV.
New developments planned by the agency include an ambitious affordable housing scheme for settlers, as well as for the construction of new staff quarters. The housing scheme to provide 20,000 units is estimated to cost it some RM500mil a year.
About 335,000 ha from Felda’s total landbank of 850,000 ha are currently run by FGV under a land lease agreement (LLA) which was established in 2012.
If the plantations are transferred back to Felda, it would mean that the LLA between the two parties will come to an end.
On the other hand, FGV had in the past repeatedly expressed its desire to renegotiate the terms of the LLA. The cost associated with the agreement is a huge crutch on FGV since it distorts the group’s efficiency metrics as well as its net income margins (see sidebar).
New ideas
Felda has been exploring new ideas to squeeze more out of its investment assets and maximise its investment in FGV. This proposal is a more cost-effective way to retake FGV’s landbank as opposed to an outright privatisation exercise, which would cost billions of ringgit.
In a recent interview with StarBiz, Shahrir expressed concern over FGV’s slow progress in achieving greater efficiency. He mentioned that bringing the landbank back into Felda was one way of expediting this as part of his “balik asal” (back to the roots) philosophy.
In a related development, it is believed that Felda could also explore reducing its stake in FGV that currently stands at about 33%. In this respect, one name that has emerged as a possible buyer is Sitorus.
Last month, Wilmar announced that Sitorus was stepping down as the group’s executive deputy chairman and would be redesignated as a non-independent non-executive director. Such a deal makes sense for both Felda and FGV. With a new landbank to operate on, FGV can compete on an even playing field with its peers, as it no longer has to pay the RM250mil fixed payment to its parent.
Out of Felda’s total landbank and excluding the 335,000ha held by FGV, another 475,000ha is appropriated to small land holders or Felda’s settlers, while Felda’s own managers operate the remaining 40,000ha of the plantation landbank.
If it is able to secure a brownfield plantation landbank to work on, FGV can also benefit from the lower average tree profile of its crops, as well as lower expenses from replanting efforts. The group will also retain its downstream operations, its trading and logistics business as well as its sugar business.
It is currently not known whether Felda’s stake acquisition in PT Eagle High Plantations Tbk – which owns a large tract of brownfield land - will come into play at some point. However, it is believed that FGV may participate in a managerial capacity in Eagle High at some point.
As for Felda, the agency would be able to consolidate the landbanks in a bid to improve efficiency. By doing this, it can enlarge its revenue base and income source, something Felda sorely needs to achieve its ambitions.
At the same time, the agency would have to bear the cost of replanting in order to improve its landbank’s age profile of around 15 years. FGV has spent more than RM200mil annually in order to replant at a rate of 15,000ha a year. Despite this, around 37% of the landbank under its control still has an old age profile of 21 years or more presently. However, the added cash flow contributions from running its own landbank will help Felda in future fundraising exercises, especially if it intends to raise debt. Shahrir has said that the agency may consider a sizeable long-term sukuk for working capital purposes and for repaying existing loans.

Read more at http://www.thestar.com.my/business/business-news/2017/04/29/felda-to-unravel-fgv-deal/#6dd06LQxCwv4PDbj.99

Stock

2017-04-29 09:42 | Report Abuse

Sorry not CIMB but BIMB also a bank.

VivaVivo2017 Limch how to check that cimb own vivo shares
28/04/2017 22:17

Stock

2017-04-29 09:33 | Report Abuse

LIST OF 30 LARGEST SHAREHOLDERS AS AT 5 APRIL 2017
NO . NAME NO. OF SHARES %
1 GOLDEN OASIS RESOURCES SDN BHD 717,988,976 22.2%
2 ANG LI-HANN 307,400,743 9.5%
3 HSBC NOMINEES (ASING) SDN BHD
EXEMPT AN FOR JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
84,500,000 2.6%
4 ANNE KUNG SOO CHING 45,900,982 1.4%
5 MOHAMMAD SOBRI BIN SAAD 41,241,975 1.3%
6 RHB NOMINEES (TEMPATAN) SDN BHD
RHB TRUSTEES BERHAD FOR GOLDEN OASIS RESOURCES SDN BHD
39,312,632 1.2%
7 RHB NOMINEES (TEMPATAN) SDN BHD
RHB TRUSTEES BERHAD FOR ANG LI-HANN
33,539,418 1.0%
8 MAYBANK NOMINEES (TEMPATAN) SDN BHD
MAYBANK TRUSTEES BERHAD FOR APEX DANA AL-SOFI-I (ADAS-I) (410325)
23,691,250 0.7%
9 MATHIALAGAN A/L SENGKOTTYAN 19,175,000 0.6%
10 MAYBANK NOMINEES (TEMPATAN) SDN BHD
MAYBANK TRUSTEES BERHAD FOR APEX DANA AL-FAIZ-I (ADAF-I) (410324)
16,458,750 0.5%
11 CIMSEC NOMINEES (TEMPATAN) SDN BHD
PLEDGED SECURITIES ACCOUNT FOR NG CHIN HONG (BTINGGI-CL)
16,015,100 0.5%
12 TAN AH LOY @ TAN MAY LING 15,800,000 0.5%
13 HSBC NOMINEES (ASING) SDN BHD
EXEMPT AN FOR SKANDINAVISKA ENSKILDA BANKEN AB (UCITS V SWEDISH)
12,836,100 0.4%
14 CITIGROUP NOMINEES (TEMPATAN) SDN BHD
EMPLOYEES PROVIDENT FUND BOARD (PHEIM)
12,400,000 0.4%
15 CIMB ISLAMIC NOMINEES (TEMPATAN) SDN BHD
CIMB ISLAMIC TRUSTEE BHD FOR BIMB I DIVIDEND FUND
11,790,000 0.4%

Stock

2017-04-28 22:05 | Report Abuse

CIMB also own Vivo shares if checked in details.

Orga *about no bod own any shares.. hahaha..
28/04/2017 21:49

Stock

2017-04-28 21:38 | Report Abuse

If ask same question to EPF do they give same answer?

Posted by papaya > Apr 28, 2017 09:05 PM | Report Abuse
That' s why they never bother about share price....kikikih

Stock

2017-04-28 21:00 | Report Abuse

Agree why? Could be Star news fake 1?

Posted by Rowie > Apr 28, 2017 08:52 PM | Report Abuse
Why no disclosure from board of directors meeting regarding merger?

Stock

2017-04-28 20:55 | Report Abuse

Maybe director is not ambitious to be rich. To them cukup makan from their salary enough. If Mr Choo doesn't own Vivo does he own other counter?

VivaVivo2017 2 very odd observations
1. no major shareholders owning substantial quantity of warrants .. top 20 mostly individuals!!!
2. No director own any shares or warrants. One would think that directors would buy either mother share or warrants if directors think the coming has a good future . Why is it that Mr Choo who praised vivocom sky high don't even own one share?
28/04/2017 20:45

Stock

2017-04-28 19:33 | Report Abuse

Agree. Reversal of impairment loss in M3Tech investment.

mh87 I think coming QR will be good/excellent.. if good/excellent, sure it will be hotter than Dnex..
28/04/2017 17:11

Stock

2017-04-28 19:30 | Report Abuse

PE 17 no dividend 48 sen cheap?

Stock

2017-04-28 17:40 | Report Abuse

EPS 1.01 sen confirmed in AR so PE only 4.5.

Stock

2017-04-28 17:39 | Report Abuse

None. They are preserving cash for building another factory.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5413533

Rio2814 Any dividend announcement taking place?
28/04/2017 12:28

Stock

2017-04-28 17:30 | Report Abuse

I read AR and found EPF own 12.4 million shares. Anyone saw something else from AR? EPS 1.54 sen PE about 10 so not expensive.

Stock

2017-04-28 17:18 | Report Abuse

AR out today. AGM on 8th June. Anyone attending? Any special news from AR?

Stock

2017-04-28 14:44 | Report Abuse

Of all recent IBs' coverage on Parkson Kenanga more trustable with their TP 88 sen.

Stock

2017-04-28 14:40 | Report Abuse

UMW drop today so must take back UMW OG?

Stock

2017-04-28 14:38 | Report Abuse

I see it climbing back. Why so many sour grape here? Sold at 35 sen?

Stock

2017-04-28 14:37 | Report Abuse

Is oo sim. You know Hokkien?

Posted by cooling > Apr 28, 2017 01:38 PM | Report Abuse
not orkim...its orr sii....it will close the day low...just watch...

Stock

2017-04-28 12:50 | Report Abuse

nikicheong as you can from my posts today I own many counters. Please defend Parkson when I am not around. If calculate on PRGL and PRA value alone Parkson way undervalue.

Stock

2017-04-28 12:44 | Report Abuse

Please proof it WC is the 1 behind Parkson selling before talking big. I guess more like unit trusts selling.

Stock

2017-04-28 12:42 | Report Abuse

That's why we call it a person poison is another person meat. Perhaps more study should be done on HK share KYY bought cheap. Why the stocks can drop so much? If drop not because it is bad like PRA?

Posted by ks55 > Apr 28, 2017 09:33 AM | Report Abuse

PRA gone down from S$1.76 to 10 cent.
If it is good, it won't drift downwards non-stop since listing in SES.

How dare you compare Parkson with other retailers in Malaysia?
Who is the owner of Parkson Stalls in Malaysia?

Don't be misled by stupid idiots that Parkson is cash rich (probably now is 'cos recent disposal of asset in Beijing, but the money is held by PRGL not PHB).
Don't be misled by idiots PHB net asset is 2.70, just find out how much is its goodwill, and how this goodwill arises.

I wish to reiterate Parkson is good buy only at 50 sen and below..........

Stock

2017-04-28 12:33 | Report Abuse

Don't ever hope. Post GST why must companies spend a lot on GST software? If depend on property is property market now good?

Stock

2017-04-28 12:28 | Report Abuse

Only their lands get more valuable over time.

leslieroycarter plantation stocks esp palm oil will face many challenges both local n Indonesia, given that our land size is smaller n our costs of production r much higher plus various levies on this product; want to make a little profit also becomes too hard n difficult let alone paying good dividends.
28/04/2017 11:43

Stock

2017-04-28 12:20 | Report Abuse

We already lose even merger not concluded. More questions are can UMW OG do better without merger?

Seven7Seven Hi offshore, thanks for sharing the thought on UMW-OG. I think UMW-OG minorities should reject the acquisition of ORKIM and Icon Offshore in order not to destroy more value of the company. As for UMW Holdings shareholder they should vote for de-merger to go through. Best combination. Win-Win for UMW Holdings and UMW-OG shareholders. But losers will be Icon Offshore shareholders.
28/04/2017 12:11

Stock

2017-04-28 11:53 | Report Abuse

You think apply to you only? How about Xinghe itself? If you give free edible oil how much revenue loss will it suffer?

Posted by Fong Kh > Apr 28, 2017 09:05 AM | Report Abuse
Lol. Chill. Every single cent counts for share.