Well said.

People suffered for too long, can't wait to sell. Lol

People suffered for too long, can't wait to sell. lol

Give it some time. By June next year shall see 25c.

Multiplicity.

Oh, now you have to make Herbert answer.

I mean, your acting is really sucks. How do you know Herbert Yap/Chua will disappear?

Good days has began.

Really funny, now your other self "Alan Nga" comes out ah?

小心弄假成真，真的精分了！

Anwar is our last hope!!!!

No safer bet than exposure to US market now, whole world unstable economically.

This is just the beginning.

I am going to top up tomorrow.

gogogogo!!!!

作者寫得不錯，順便聊聊！

先說說全利（QL），全利過去一年的下跌回升，基本上我認為是和利鴻一樣中了招，再加上油棕價錢不好，所以股價平平。現在油棕和養雞業都恢復利好，當然是更好的選擇。

我發現全利在海產方面已經有壟斷態勢，而且這些壟斷地位都是從小做起，足見管理非常到位。

（最近從DIY買了兩包全利的發酵雞糞回來種花，我的草莓馬上被淹死了，可見是沒有發酵完畢的，失望之餘還是給點時間全利改進吧）

至於利鴻，一方面去年八月中旬中禽流感的時候，我對於管理層在事發（見光）之前挖了一個超大的洞來埋雞五十萬只，再安排跟行家接貨來供貨，這一點我是非常佩服的。應變能力一流！

我不喜歡利鴻，一方面因為它的超市超爛，環境又臭，又拖人家賬。因為要賣雞蛋而開超市，簡直是管理上的白痴！

還有Pasteurised蛋，簡直是不知所謂！蛋雞場如果管理不善，沙門氏菌就會有。管理得好就沒有了！政府對消滅沙門氏菌下了很大功夫，目的是為了改善雞蛋場的環境。不改善農場環境，搞Pasteurised蛋簡直是捨本逐末！

當然會中禽流感，也是因為農場管理不善。

至於液態雞蛋，在新鮮雞蛋有剩餘的情形下做成液態蛋，自然可以雞蛋處理過剩的問題！但是文中提到液態蛋工廠延誤就有問題了，因為這一類工廠比較簡單，有錢買機器就可以了，可以在油管上看看機器怎麼操作，簡單！

我覺得利鴻這樣的公司，既然有個Nutriplus牌子做得不錯，應該管好農場，提升品質，而不是倒過來走low end的路線。

正！

The short fall of petronm are:

The pump is the slowest.
It has the lowest number of workers.
The image is old and cheap.
Very low / none advertisement.
....

Phillip,

1. Why are investors only willing to pay 6.24 PE for petronm? This is a very interesting question indeed. the next few questions are followups that will be very pertinent.

I think the main reason is dragged down by HengYuan, the Chinese will drain HY and not Petronm. Then its the crack spread.

1a. What is the possibility of Petronm increasing their profit margins above 5%? If they could do it, how would they do it and would it be feasible? (this includes things like increasing efficiency, buying organically integrated businesses and investing in new products or systems that competitors are unable to have access to)

In fact Petronm is very efficient, cost structure is much lower then Shell and PETRONAS. PETRONAS spent few hundred thousand and down 4 -6 months just to make the logo black, totally unnecessary.

1b. What is the possibility of users to choose petronm above other competitors like petronas, shell etc even if the prices were fixed nationwide.

Petronm has the most effective reward program. You can get 1.5% discount using SMILE.

1c. what is petronm gameplan to hit 4 billion a quarter? do they have enough resources (without cutting the 3% dividend), and is it likely that they will do so?

Well they expand the fastest in terms of new store opening.

1d. was 2017 an anomaly with the crack spread or is it something that can repeated sustainably?

It will repeat 2-3 years later. Then I will sell RM10 again.

I bought Petronm because I heard Petron's dispatch unit can use 3 people compare to Petronas' 60 people. You can't go wrong with low cost in this business environment.

Also, their new station percentage is the highest.

Buy more and hold. Its a long term game.

I think QL will be good though, last year they kena disease also, I heard 3 houses gone (compare to LH's 7 houses * 0.5). You can see the panic sale from the bosses last year. Now on should be good. Moreover, CPO rises little.

SOFTBANK bought BOSTON DYNAMICS which is super cool also. Haven't you see the shooting robots?

GOOG basically dominate global advertising market.

GOOG also very geng

Follow me buy TESLA lah.

ks55 好像講得比較對喎！

CharlesT, 100 lots for RM600. 10000 shares consolidated to 1000 shares. Then for every shares need 0.25 x 7 for 1000 shares = rm1750.

sounds really bad.

結果引發非洲豬瘟大爆發，改種大豆對農地造成壓力，使食品價格暴漲。

今年多災多難，市況不好，明年再戰！

Yours JAKS is doing well, congratulations!!!!

Looks like Icon still got some credibility.

已經被美國降級了，還搞這種東西！知不知道危險啊？

Ngam.

What the police want from attacking the campus? So that they can barbeque at the lecture room?

Its a good article, except that it is partly true that Alex was avoiding police for a while since he cannot leave the car park because police are blocking his escape.

Police did fire tear gas into the car park, however I can't see how that action cause his death because there is no car alarm sound and smoke being seen at the car park.

My guess is he got frightened somehow while holding up his cellphone to take photograph standing above the wall, then he fell and get injured serious.

Well written. Investor education is very important.

Value of free warrants come from "a cut of the potential bright future of the company", its future dilution. Theoretically it should reduce present value of mother share....

The problem of uncle is (always) difficult to sell.

During the end of the Japanese Occupation, the Japanese troops actively strike on everybody to cover their crime, mass murder the people.

HK police not very far from that.

If they stop now, they will face trial very soon.

I don't know about you guys.

The traffic police was actively seeking to run over people.

21 year old was killed because police shot tear gas into a car park.

Public was threaten to kneel while exercising.

Ladies were asked to take off cloths to be searched while walking on the street.

Street walker disappear while walking on the street because they are young.

Imagine if it is someone you know because bully that way.

I don't mean to support the protestors but PLEASE DONT SUPPORT TERROR.

Let us assume this Herbert Chua whatever is blogging the truth, then he would have bought at 1.00. Then “average down” to 0.75. Hold until 0.45 and sold all. Then he reenter at 0.50. He must have a “PROFIT” now.

Pity owner has no “fook” according to AlanNga.

(It’s amazing I still remember the f...king name. Lol)

I have always said investor education in Malaysia is very important.

I wonder why in the first place you said you visited STF and concluded no cull happen? Well, you do not speak Malay or you have a small brain (if any)

When I share this information to you sincerely and you said you have reported to police to have me arrested.

I am quite sure you are a bad person by then, in addition to being stupid.

Now owner of LayHong is selling and you said next year will have good profit.

You are polluting i3, and lowering the average standard of writers.

I also realised you have apologies some time ago and disappear, I guess it was because you realised you went too far and fear investigation.

You might eventually losing your job if you keep this going.

Good deed or not is irrelevant.

You said profit was going to be 15 or 17 million, that's breaking the law.

Same goes to KYY who said Xingquan's account is real because his cousin is the auditor....

Lucky you guys live in Malaysia.

At least you still got a job.

HerbertChua is getting crazy.

He has no fear of the law.

Because he has spread fake news and got away many times.

Let's hope in the next few days, Xi will announce his successors, go easy on hong kong, Taiwan and admit the trade deal is done.

Then Chinese may prosper, for real.

Why don't you just sell and disappear. Maybe you can stop taking medication then.

Unless otherwise defined, the abbreviations and definitions used in the announcements by the Company dated 24 December 2018, 11 March 2019, 29 March 2019, 15 May 2019, 20 June 2019, 17 July 2019 and 26 July 2019, and the Circular to Shareholders dated 17 April 2019 shall apply herein.

The Company wishes to announce that the disposal by AACL to the Purchaser of its entire equity interest in Merah Aviation Asset Holding Five Limited, which holds five Aircraft Assets, was completed on 7 August 2019 with the Company receiving USD182.17 million in gross proceeds. Pursuant thereto, the Board is pleased to announce the completion of the Proposed Disposal, with the Company receiving gross proceeds totaling USD739.44 million.

This announcement is dated 8 August 2019.


你看收到的錢是七億多美金，差不多也有個三十億令吉。

至於準確不準確，這是TF說過的話，並不是小道消息。只是答應過的事也要過董事局的關和視乎行情好不好。

toto, 我沒有算過，但是有算過的分析師說RM0.50。

之前分析師算的第一筆賣飛機是RM0.80到RM1.40之間，結果派了RM0.40+RM0.90，基本上是正確的。

到目前來看，原則上一筆交易完成收完錢了，在財務許可下就會派出來。

可能是下一季，下二季或下三季，我覺得賑目漂亮了自然就會派出來。

我們大家都知道，目前亞航賑目難看是暫時的，一方面是會計，另一方面是去年第四季增長太快，管理層太貪心了，看見馬航收縮就急著吃過來。

Flying car is tipu funding only lah.

認真就輸

zhen wei....3 million to 5 millon. Real geng!

I could only imagine foreign fund has such strength.

Trump used to say: location, location, location!!!!

Rick, first, we are friendly. Second, we are closer to their home. Third, we have world class natural habitat. Forth, we have better air. Fifth, we had a CM that promote tourism effectively together with Tony Fernandes some twenty years ago.