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2019-04-01 22:29 | Report Abuse
Lucky you all not Inv bank analyst,else I vomit blood. Anyway, those analyst already let me vomit blood
2019-04-01 21:19 | Report Abuse
No need bro, the director like to goreng let him goreng
2019-04-01 20:50 | Report Abuse
Yapss, u did a great job. Please do the same for panamy, myeg, johotin, bimb. Can?? Thanka
2019-04-01 18:31 | Report Abuse
Interesting
2019-04-01 16:17 | Report Abuse
why need to whatspp u, just share here lah. dont do scam
2019-04-01 15:22 | Report Abuse
great! haha. good for you icon, thanks for this stock pick also. Pick chun chun
2019-04-01 13:23 | Report Abuse
For me its unlock of takaful value at bimb holdings end and investors love it
2019-04-01 13:22 | Report Abuse
Not sure icon bro, just hope for best and plan tp hold it. Anyway takaful still doing very good.
2019-04-01 13:20 | Report Abuse
Analyst meet them in perspn alredi said 1:1.3 plus 0.80 of takaful right
2019-04-01 13:03 | Report Abuse
haha, ok Icon bro, RM5.50 is the TP for me....hold it longterm waiting share swaps. sweet deal
2019-04-01 08:15 | Report Abuse
Last round all copying nitrile. This round, i bet not so easy to copy the antimicro glove. Good luck investing
2019-03-31 20:10 | Report Abuse
Punter, the rules is not more than 30% in 1 stock
2019-03-30 21:43 | Report Abuse
I talk too much..... Hahaha
2019-03-30 20:54 | Report Abuse
Probability, your name appears again... Lol. Haha
2019-03-30 20:50 | Report Abuse
Im actually very surprised by their capital management skills. Real business man. Harta expansion mostly funded themselves. They hardly go borrow too big in capital market. You look at Topglov, thts another different story. Last yr they gear up for expansion, somemore do a stupid acquisition now trying to recoup...but still, with strong cash flow shld be Oklah.
2019-03-30 20:46 | Report Abuse
To me its history repeat again. Last time harta produce nitrile, where got ppl believe. Now all busy switching to nitrile. See?? Harta already become mkt leader. But this time, to copy this new glove, its not tht easy
2019-03-30 20:42 | Report Abuse
Hehe pe low, easier to punt perhaps?? Look at kyy, he so angry perak govt spent 30mil while govt keep saying no money because 1mdb. He so furious now, hehe
2019-03-30 20:37 | Report Abuse
Hohup.... Lol. When its still in pn17 can buy..... Now ah... I dunno, never follow after tht
2019-03-30 20:34 | Report Abuse
I remembered topglov boss so funny. He keep saying do good, do good to society, take care staff and stay healthy. Healthy mentally and in body, can win competition. He said he plan to live over age 120, he got many good things to do.... Haha. Its kinda true also. Stay healthy macam mahathir, after your enemy die, you win all. Haha
2019-03-30 20:32 | Report Abuse
Heavenly punter, it's ok. Even i tell where money is, only half believe. Those half believe, only 10% will really take action. So its ok. Let the price drop so i accumulate slowly
2019-03-30 20:24 | Report Abuse
Invest Malaysia got tht top glov rpt right, read it
2019-03-30 20:19 | Report Abuse
Choivo, some info is p&c, i suggest you read more. I cant share too much details.... Easily can be find i guess. Haha
2019-03-30 19:59 | Report Abuse
U look at how many factories top glove have, how many harta have. How efficiently both running them
2019-03-30 19:57 | Report Abuse
Some of the gloves companies really need to think harder. Gloves is no longer huge number games. If your competitors can sell a glove killing bacteria at almost same price, with patent. You think who gonna get the winner gets all mkt shares
2019-03-30 19:55 | Report Abuse
Raider. Thts because i met both Mr. KWAN in person. After speaking to them, for me PE40, 50 also cheap. U got to know how efficient is their factories, their productions line are state of arts, can easily switch to nitrile, to natural rubber, to antimicro, anything you name it. Its their technology tht gives them the edge. I still remembered many years ago, harta introduce this nitrile. Everyone still sleeping! See where is topglov now, where is kossan now, where is supermx now?? Thniking of producing more gloves is not the answer anymore
2019-03-30 19:47 | Report Abuse
Lol.... Buy slow and steady. Relax. Rm2 is coming for sure, just when only. With profits flowing in from so many additional countries, u guess eps higher not
2019-03-30 19:32 | Report Abuse
Raider bro, i trust your pick. I know when you speak, you meant your words. I studied it, by reducing borrowing cost and add on impairments reversal plus extra profit, it should do well 2019 also
2019-03-30 19:31 | Report Abuse
Raider bro, sapng i dont plan to add aggressive as you do. Looking at all planning in activities and cashflows projections, the real turnaround is actually in 2021. Buying it next year i guess still can ride the bandwagon. But not too big for now. I would have my big portion now in myeg, and johotin. Harta will be a long game to do dollar cost average investment
2019-03-30 19:29 | Report Abuse
Choivo, you really need to think deeper and think harder. Our education systems spoil your mind half. Look beyond numbers! I always love to read Dr. NEOH advise when im in doubt. DR. NEOH said before, stock investing is a simple math game,. Max to loss is 100%, and you got no max on the upside! Think deeper my friend. Try get Dr. NEOH ARTICLES, he is real damn good!
2019-03-30 19:24 | Report Abuse
Choivo. Harta if you met Mr. KWAN in person you shld know, it is so damn undervalued!! Mkt judge it wrongly, most analysts are so naive asking them on cost and price. So naive. PE50 also to be undervalued. I wont tell you why, i just know it after seeing them in person. Haha.
2019-03-30 19:21 | Report Abuse
Raider bro, only reason i putting my hard earn money into sapng is because of PNB. PNB is chaired by our top ex governor. I believe sje wont let me down.
2019-03-30 19:14 | Report Abuse
Danaharta now under. Prokhas. Prokhas control danainfra, sjpp, etc if you notice
2019-03-30 19:09 | Report Abuse
Icon, comeon. 98 was the best! All in. I miss tht period, I was too young, not having enough capital... Damn, i miss those years. Pbbank selling like pasar malam paper
2019-03-30 10:21 | Report Abuse
Accountants and engineer are 2 stuborn minds
2019-03-30 09:05 | Report Abuse
The ex bankers probably still lives in 20 years ago punya world.
2019-03-30 09:05 | Report Abuse
The new taiko is kyy, tht makes me laugh non stop.... Hahaha. Taiko is who also dunno.... Still taiko
2019-03-30 09:03 | Report Abuse
Must charge banks windfall tax ma, genting kena higher casino tax, bigger cssino in babk treasury no kena tax, wjere got fair to genting shareholders.
2019-03-30 09:00 | Report Abuse
Pbbank and hong Leong stingy pld chinapek. If dont want to loan, wait for windfall tax loh. Now LGE referring to wbo i know already
2019-03-30 08:49 | Report Abuse
Nice sharing. But few things are conceptually wrong. Myeg is not GLCs
Their bottomline not 100 % from govt contracts. Anyway, its good tovhave govt contract
2019-03-30 08:19 | Report Abuse
Hehe. Dont be self denial. Win is win, lose is lose. All stock pick done beginning of this year, cant tipu one
2019-03-29 14:01 | Report Abuse
why keep positing if not worry? hhaahah
2019-03-29 09:45 | Report Abuse
The mjt sell down because wrong perceptions govt cancel all their services. Now this proven wrong. Govt might even give more jobs. Niw the cancellation if gst, result in huge impairments also will be reversed because tht system going to be used in other countries. Even more, they growing regionally. Malaysia hardly had a very successful region company, jobst was once, AirAsia. Myeg will be the next big thing. Once mature, rm3 is my longterm price min.
Blog: (CHOIVO CAPITAL) A conversation with a very wise Ex-Banker
2019-04-01 22:41 | Report Abuse
Now I understand,why certain people can still lose Money in stock not even their iq is 180.haha. pity the old banker who spend his time....