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2015-07-27 18:48 | Report Abuse
Icon8888, surprised u used the word hope. Anyway, I know this 4QE will be a record profit. Wish u, apini & bluefun all the best.
2015-07-25 08:20 | Report Abuse
Uncle, congrats. Lots of respects & high regards for you. Thanks for sharing. Wish you good health for many years to come.
2015-07-22 22:39 | Report Abuse
Good article uncle. Hope this clears the air.
2015-07-22 12:37 | Report Abuse
Bro "timetokoon", please stop the attack. Suggest you spend your time to learn from the past mistakes and explore ways to enhance your own wealth.
2015-07-21 23:11 | Report Abuse
Thanks Uncle Koon for yet another good write up. Really thankful for your efforts.
To the skeptics, please grow up, don't simply pass on negative comments.
2015-07-18 22:58 | Report Abuse
Calvin, both bjcorp & mpcorp still can enter?
2015-07-08 14:23 | Report Abuse
Not too sure about Imaspro, but I've seen many companies registered surges in sales for the 1st Quarter mainly due to stock piling by customers to avoid GST. Better wait for the next quarter for confirmation.
2015-06-30 19:05 | Report Abuse
http://www.theedgemarkets.com/my/article/non-cash-impairment-rm4422m-widens-bcorp-4q-net-loss
Calvintan warren Buffet of Malaysia sila jawab.
2015-06-16 19:04 | Report Abuse
Mampus. Lucky escaped 1 year ago. India power plants appear to be very fake. If this one is a real plant, the users would have jumped as this plant is delayed for 8 years.
2015-06-16 00:30 | Report Abuse
Hi icon8888 & apini,
Who am I to dispute the stocks picked by both cold eyes & uncle Z. But as soon as I saw OTB presented his yardsticks in picking up stocks, my head was hit hard, i.e. it made me think deeper. I now come to realise that stocks that are experiencing growth (Increasing operating profits) and at the same time the stocks are selling at "steals" (low PE) may not necessarily be a good investment. The third must-have element is the not-too-distant & mid-term prospect of the said stock. For example, KSL. Unbilled sales of RM847mil & recurring income from rentals are expected to propel KSL into achieving yet another record earning for FY2015. All of us are fully aware that the prospects for the property is bleak at least for the next few years. Developers will compete with sub-sales. Because of this, KSL is hardly moving (upwards).
Equally bleak prospect is construction sector. When infra is booming, many jumped into construction. That included the "little known" Gkent. Over the last few years, these contractors invested heavily into machineries. With little jobs up for grab, they will sacrifice their margins or they will incur losses arising from PPE depreciation. I see growth in Gadang for the next 1-2 year, I see Gadang is selling cheap, but I just don't see its prospects of increasing (or at least maintaining the boom orders at present levels).
I will only buy back Gadang when the company is able to win more jobs (replenish book order to at least 2.5 x revenue of FY2015). The above is my take. There is no right or wrong. Good luck.
2015-06-15 18:59 | Report Abuse
I sold all Gadang because of the above. Good luck.
2015-06-15 18:58 | Report Abuse
Apini, would like to share my thoughts. If we uphold OTB's yardsticks, Gadang has no place in our portfolio, see below:
1. EPS growth >10%, Yes (growth stock)
2. PE<10, Yes (undervalued, PE worked out on TTM & near future earnings)
3. Prospect? No. Investors avoid construction/property for near & mid terms. More houses are being built, mortgages restricted, .
Holding longer may mean value trap.
2015-06-10 09:46 | Report Abuse
Book order reduced to RM100mil. New equipment purchased for PNB's project. Operating expenses incurred due to depreciation easily exceed RM10-15 mil yearly. Outlook for construction is terrible. New competitor Econpile means the long-term harm for Ptaras.
2015-06-06 15:16 | Report Abuse
repusez, please provide comments objectively. Spelling mistakes, grammars, fond sizes, etc. are non-issues.
2015-06-04 13:47 | Report Abuse
Jangan marah murali...Don't simply shoot at Uncle who has done a lot for us the forummers. Though I was upset by Uncle's recommended Jtiasa/Mudajya, but I have learnt a lot from him. Uncle only prescribed the practical ways of making money.
2015-06-04 13:44 | Report Abuse
Murali, uncle labelled you as stupid idiot, he did not group you together with kcchongnz who can perform superb analysis. Read the above article again.
2015-06-04 13:33 | Report Abuse
ayamtua, abang tumpang satu kaki AAX. Abang jarang sentuh saham murah. Ini kali lah abang nak bergelar jutawan segera. Kali ini lah kuda berkapal bersama ayam.
2015-06-02 12:44 | Report Abuse
Phd but act like a novice investor. You should suggest ways to enhance the business, and let the price to be decided to Mr. Market.
What? You want the directors to abandon their core duties and play shares instead? Sounds very weird from a PHD holder? Where did you obtain your PhD?
2015-05-28 18:43 | Report Abuse
Oh, Uncle is a speculator...haha
2015-05-28 06:53 | Report Abuse
Apini, I'm sure Fong Siling would admit that he is not a saint. That is why he keeps some 20 stocks in his Portfolio at any given time. He can be wrong too. The forthcoming earnings for Gadang are feasible - there is no need to argue about that. But I'm sure you would also agree that Property is fast becoming lembik. I frequently receive SMS from developers that launch Condo/apartments/residential units, I don't even bother to read the contents of the SMS. So are many other SMS receivers, I think. Property contributes a huge chunk of earnings to Gadang.
2015-05-27 22:25 | Report Abuse
Kancil, gaji masyuk pada 28-5-2015?
2015-05-26 23:15 | Report Abuse
Ayamtua, buat pertama kali kita sama kapal. Juang sampai titisan (peluh) yang terakhir. Khabarnya AAX bakal lahir ramai jutawan segera gara-gara terbeli excess rights.
2015-05-25 13:16 | Report Abuse
Good one Uncle.
2015-05-23 17:07 | Report Abuse
Fortunebullz, you are newbie or what? Cpteh's purely on TA, which means it makes no sense to extend invitation to him to participate the stockpick challenge you mentioned. Sorry lah, like to kacau you a bit.
2015-05-20 13:16 | Report Abuse
kensen, they are still here, but have changed their IDs
2015-05-19 19:06 | Report Abuse
Icon8888, I've no regret disposing off Padini...
Padini may have survived this round, but the real challenge is post-GST and increased competition from other outlets.
2015-05-18 17:10 | Report Abuse
Landmarks' Treasure Bay Bintan to have a Mercure and ibis Budget hotel
By Sulhi Azman / theedgemarkets.com | May 18, 2015 : 4:49 PM MYT
KUALA LUMPUR (May 18): Resort and property developer Landmarks Bhd has teamed up with Singapore-based ML Hotel Investments Pte Ltd to develop, own and operate two international hotel chains at its flagship Treasure Bay Bintan development in Bintan, Indonesia.
In a statement today, Landmarks said its wholly-owned subsidiary PT Bintan Hotel Utama has signed a joint venture (JV) agreement with ML Hotel Investments for the proposed projects.
Both hotels, Mercure and ibis Budget, are expected to open in 2017 and will be managed by Accor Group.
Mercure will be a mid-scale hotel with its personality rooted in the local culture, while ibis Budget will provide essential comfort at a budget price.
When completed, Mercure will be the island’s tallest landmark at 10-storey high. It will offer 182 new rooms to Treasure Bay Bintan, of which 114 long-term leases will be made available for sale.
ibis Budget, meanwhile, will feature 162 rooms.
“With this JV and other partnerships with international hospitality brands in the pipeline, we are poised to position Treasure Bay Bintan as Southeast Asia’s leading leisure destination," said Landmarks chief operating officer Fong Chee Khuen in a statement today.
"We are confident that Phase 1 of Treasure Bay Bintan will serve as a catalyst in creating lasting real estate value and augmenting Bintan’s tourism offering, by bringing in unique leisure and entertainment concepts not found anywhere else in the region,” he added.
As at 4pm, Landmarks (fundamental: 1.65; valuation: 0.9) shares were traded unchanged at RM1.37, with 198,000 shares done, for a market capitalisation of RM663.52 million.
http://www.theedgemarkets.com/my/article/landmarks-treasure-bay-bintan-have-mercure-and-ibis-budget-hotel
2015-05-16 16:50 | Report Abuse
Catchy title, but meaningless contents. Sorry for being frank.
2015-05-15 09:31 | Report Abuse
Gadang 1.62, highest since 27-11-2014
2015-05-15 09:28 | Report Abuse
kawan2, I was away for two weeks or so, but my heart is still here.
2015-05-15 09:10 | Report Abuse
Icon8888, all because of you lah...your past postings "recycled" (not really recycled, but rather reposted).
hihi...Congrats!
2015-05-15 03:30 | Report Abuse
Too bad, I'm unable to read Chinese words. Google translate used not so helpful.
2015-05-14 08:24 | Report Abuse
Uncle K declared that he is the Warren Buffett of Malaysia. But WB never use a broker to help him in the stock selection.
2015-05-12 19:49 | Report Abuse
2015-05-12 19:44 | Report Abuse
Suggest you guys to check out the egg prices at Tesco. Egg prices have tumbled. Check this fact before you make any commitment.
2015-05-08 10:13 | Report Abuse
I recently spoke to a friend of mine who is working in Infeneon, the semiconductor company with automotive being one of their major pillar of businesses. Please find below the information concerning prospects for burn-in tests you may find it useful.
1. Reliability is utmost important. The Clients (Car Assemblers) require 100% semiconductors devices sent for burn-in tests prior to their assembling works. I previously thought such tests were done based on sampling (random samples).
2. Burn-in tests are not necessary to be performed by to independent testers. Such tests can also be done by their in house subject to approval from their respective Clients. For the in-house tests, the Client would regularly send their teams to check on the test conformities.
3. Infeneon has their own in-house burn-in test department. But many semiconductors companies would prefer for outsourcing such tests to independent testers.
4. Why independent testers are preferred? The semiconductor business is notorious for its “Boom-Bust” cycles. Further, the testing equipment becomes fast obsolete, requires frequent upgrades/periodical calibrations, incur high maintenance costs, etc. The return for investing into such equipment is not attractive at all. Not because they cannot afford to own testing equipment, but they would rather invest their resources in expanding factory productions
5. The only motivations for doing own testings are as follows: (i) Manufacturers have secured long term orders from their Clients; and (ii) Manufacturers would like to have more flexibility for the delivery.
6. Automotive semiconductors are well-positioned for growth. Total market for this sector in 2014 was US$27.5bil. No sign of slowing down, at least for the next few years.
https://www.infineon.com/dgdl?fileId=5546d4614d01431c014d1fdb8a7d02cb
I will try to dig more info regarding the burn-in tests, and will post here next week.
2015-05-07 12:50 | Report Abuse
"I am changing into focus ... and less trading, buy in larger portions and sell for profits. For cut-loss, take it small ... just cut-loss before it bleeds more.", says CP Teh.
Why change trading strategy? Previous strategy not successful?
2015-05-07 12:34 | Report Abuse
The warrants near expiry, which means the mother price must be maintained above the striking price or the warrants will be reduced to dusts.
As per the Annual Report, the warrants are substantially held by directors. To avoid papers-turn-into-dust scenario, the books were cooked and creative accounting were practised.
Steel manufacturing is a volume game. Big taiko all lost money due to gruelling competitions. This tiny Masteel seems able to turn the tide. This warranted investigation, and the auditors did not want to let go.
Disclaimer: The above is purely my imagination. Don't take it seriously.
2015-05-06 20:27 | Report Abuse
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4728837
All steel makers rugi except for Masteel. You know what I mean, don't you?
Blog: Storm Over Southeast Asian Markets - Koon Yew Yin
2015-08-14 12:47 | Report Abuse
Great one!