Good news? More recurring incomes for plenitud & better rate for taliwork
http://klse.i3investor.com/blogs/valueinvestorresearchklse/71839.jsp
http://klse.i3investor.com/blogs/valueinvestorresearchklse/71840.jsp

duit. As you have predicted BDB consolidating. Is it advisable to buy in coming few days?

Ayam the greatest. I janji come back if close > 2.5. Here I'm!

teyl333. I m a KSL shareholder too & it represented > 50% of my portfolio until I unloaded 80% yesterday. For your infor KSL-CD strike price is 2.25 and maturing in July. The bankers will suppress price below 2.25 so tat they dun have to pay CD holders. CA & CB are maturing in Nov. Strike proce are 2.2 & 2.25. Just my 2 sen.

Duit. Humble is a good value but not excessively. Pls don't pretend to be a cleaner for god sake! If i have access to your profile i like to give u a hand to change it to financial advisor.

My logic is now eveyone sell mon & chase son. So I sell son at high premium. Once they noticed son too hign premium then they will sell son & buy mom. Then I sell mom. Does it work?

Hi, good morning everbody. Hi, sifu Duit. Insas Wa is listed for trading today. The mom is very weak. Now the son is trading > 48% premium. Although son has time value, but the mom is always a low performer. Do you think should sell the son? Pls advice.

ykinvestor. Tats a trap. They attract buyers to chase high so tat big boy can unload on them. Why didn't they do the report when Hevea was $1.5?

Have a nice evenning ladies & gentlemen. Like to thanks brother Duit for today's lesson:

强劲的股永远不鼓励吃回头草，因为不升反跌就是调整的开始。

Don’t buy warrant if mother share isn’t confirmed bullish

Any company with net profit < 12mil not save to hold long term

Thanks again

Newcomers all get killed.

Ok. Noted.

My humble opinion is $2.6

Noted & thanks. Loading IRCB now. Must buy since u strongly recommaded.

Duit. Wat u think about esceram? Seems like gaining some momentum. Good FA.

rob bro. Pls follow the procedure. Before kissing hold hand first. After kissing then proceed further......

I bought in TeoSeng last Wednesday. Very powerful too.

Duit大哥。你的BDB真劲。可以吃回头草吗？HIL is bullish too.

Shit. Didn't see the FD. Tnks, Noby.

Ok, Tuan. If u dun like boss. Lol.

Boss duit. I'll buy some HoHup warant too. Wat u say?

TGuan is good, Duit. This time i follow u, boss.

Lol. Sell on news?

投资沼气发电厂等。Wow! Tats something new.

This time parking betul liao! Huray!

They surely have some 'spy' among us. Trust nobody.

It is the same invisible hand tat created all the fire works tat make us cheers. It's also the same invisible hand tat unloaded on us to make us sober. I only have 15k shares now. Good luck, guys.

They did the report when KSL was about to hit its peak before ex. Then they unloaded on ppl who chased high. Now they issued CA & CB. So they try to regulate price.

Happy shopping!

BDB:
1. Negative operating cash flow.
2. 28% of it's asset is recorded as NON CURRENT RECEIVABLE. Very often we can find UNWINDING OF NON CURRENT RECEIVABLE when "water level hit eyebrown". What's tat? Directors withdrew money from company? Or debtors only pay them when they are about to die?

Hi, Duit. Thanks for replying to nobody like me. The following is my humble opinion. Pls advice.

IRCB:
1. Only start making money for the last 2Q but net margin only 2%
2. Negative operating cash flow for the past 4Q. Basically living on leverage.

EG:
1. The latest Q net margin is the best so far but just 5%. TTM margin 2%
2. Negative operating cash flow.
3. Current ratio 1.01. Very likely to have problem to make both ends meet.

ETITECH:
1. Still a loss making company
2. Negative operating cash flow.
3. Current ratio 1.39. Might have problem to make both ends meet.

Hi, connie. I'm in Frontken too. For longterm.

Hi, Noby. How did u get EV/EBIT = 5? Closing price on 26FEB was 0.815.
No. share = 276.617mil
Market cap = 225.44mil
MI = 1.645mil
Total equity = 293.408mil
MI/ Total equity * Market cap = 1.264mil
Excess cash = 17.779mil
Debt = 1.282mil
EV = 210.21mil
TTM EBIT(before tax & other incomes exclusive) = 22.796mil
EY = 11%
EV/ Ebit = 9.1

Nowsaday market is very volatile & the financial world is full of uncertainty. Being a value investor has to bear a lot of phychological pressure & risk as well. I'm looking towards hit & run. Really need your advice.

Hi, duit. I look into the financial statement of IRCB, EG, Etitech, BDB. I appologise before making any comment and I don't mean to insult you. They're all crabs. But you guys really make a lot of $$$. U r the king of share! I'm not confident to buy into these gloden crabs if I'm not in your group. Would you let me in?

He is in the financial community. Their job is to influence ppl to follow their way so that they can be market maker. If big boys are with them no doubt they can shake any counter for short term. Always diversify. No matter how good a counter is we shouldn't put all eggs in one basket.

I just wonder if finance ppl have to wait for Q report to plan their investments. I guess they have "spy" all around, right?

BDB PE = 10.92 after bonus & share allotment. Not 3 as claimed. Besides, 28% of it's total assets are recorded as NON-CURRENT RECEIVABLE. Everytime when operating cash flow turns negative there'll be unwinding of NON-CURRENT RECEIVBLE to make both ends meet. Who the hack care anyway. Just follow the ride & made some quick bucks. As I said it's all depend on how they sell their companies.

Revenue increased by 28mil Q to Q but cost of sale & operating expenses increased by 32mil. Suffering losses in derievatives & exchange. Investment segment kills Insas this Q.

It all depends on how the boss sell his company. If he can assure ppl wat inside the basket is golden eggs then share price will hike. Notice tat the boss has changed 360degrees. From low profile to high profile. Wat is the purpose of revaluing the investment properties? U do the thinking.

Recurring income increased by 46%(from 107.6mil to 148.7mil) Q to Q. I'm one of the contributors. Lol! Property dev cost increased by 4.8% Q to Q. No sign of pulling handbrake shown yet but just sustains at current level.

Be careful of ppl who suddenly turned con form pro & vice versa. They might act in their own benefit. Property sector is cyclical and everybody knows. Decrease your exposure during slowdown & vice versa. There is no reason for sell down like this just because of Q to Q slowdown. CYCLICAL applies to Q to Q too. Make your own judgment.

Assuming that u r buying a piece of under utilized property. The valuation should be based on NTA or Graham NNAV/ NNWC. If u r buying a piece of fully utilized property, then the pricing would be different. Valuation should be based on how much incomes it can generate.

Malaysiastockbiz gives a more accurate calculation:

KSL Financial Information
Market Capital (RM): 2.073b
EPS (cent): 35.94 *
P/E Ratio: 6.09
Par Value (RM): 0.500
NTA (RM): 2.090
Dividend (cent): 5.000
Dividend Yield (%): 2.28
Dividend Policy (%): 0
* Calculated based on the net profit of the trailing twelve months and latest number of shares issued.

This is an asset play. Not earning play. You must have a clear investment thesis before putting in your money.

Dame! Should be more confident & buy more today.

Monday gap up. Back to 2.3x

I think Monday will open @ 2.3x. This crab happened before.

May be cyber attack. Lol!

If got money buy. 6 - 7% fast profit.

Obviously force selling. Ppl with the right mind won't sell like that.

Happened before. May be will shoot back up right away.