tksw

tksw | Joined since 2011-01-20

Investing Experience -
Risk Profile -

Followers

0

Following

1

Blog Posts

1

Threads

12,852

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
12,852
Past 30 days
47
Past 7 days
21
Today
0

User Comments
Stock

2017-09-11 11:24 | Report Abuse

aiya 308 kenot get...

Stock

2017-09-11 11:18 | Report Abuse

sell to me... kakaka

Stock

2017-09-11 11:18 | Report Abuse

hohoho, RM strengthen, JHM going to bankrupt liao... sell la sell la...

Stock

2017-09-11 10:00 | Report Abuse

..if RM strengthen against Vietnam dong...

Stock

2017-09-11 09:59 | Report Abuse

JAKS already has WIP in Vietnam in past 2 years, when the exchange rate is high hor? now ppl tok about RM undervalue and strengthening of RM... how much Vietnam Assets does JAKS has har? if got a lot than die lor... foreign assets translation will be veli ugly..

Stock

2017-09-11 09:56 | Report Abuse

come-on la... if you own JAKS, dun you wanna sell higher price? no ppl buy, how to have higher price? always becareful if some one owns a lot of something and ask you to buy, or say good. of course must be good la, no good then nobody buy then become toilet paper. now paperless trading, toilet paper oso tarak liao...

Stock

2017-09-11 09:53 | Report Abuse

I bet you RM KYY himself not dare to sai-lang

Stock

2017-09-11 09:52 | Report Abuse

kakaka, got ppl said sai-lang, yet he has a lot of other shares, like that call sai-lang meh?

Stock

2017-09-11 09:51 | Report Abuse

today why nobody sapu JAKS one? too expensive arr? or not cheap enough? So not cheap enough, why tell people sapu? if cheap enough, why dun you sapu?

Stock

2017-09-11 01:36 | Report Abuse

JAKS got special technology that China company dun have arr?

Stock

2017-09-11 01:34 | Report Abuse

fast sifu, China do project, sure earn money one meh? if they are really into business, not talking face ler, they tok money. lost money, cut. unless they have other agenda, lost money oso do it. geographical strategy ma. now got ppl to com in to share part of the possible losses. PPL so bigm cannot take the whole project meh?

Stock

2017-09-10 21:31 | Report Abuse

fast sifu, after all vietnam project sapu by JAKS, than the whole SEA countries than whole world , kakaka

Stock

2017-09-10 15:34 | Report Abuse

to me... if JAKS is asking for money now...that mean it has encounter a serious problem now... They should have plan ahead and raise money earlier. Now may be they hit problem so they have no choice but to have a cash call... if you wanna take the risk and wait for few years to see only "possible " returns after few years... go a head lor.... JAKS spends money in Vietnam projects when RM is weak, later if RM is strengthening... that mean lower than expected incom.. jiak-sai lor that time...

Stock

2017-09-10 15:27 | Report Abuse

Can you see now...when ppl are up to something, they can always have things to say.

Stock

2017-09-10 15:26 | Report Abuse

MORAL OF THE STORY ,:

THERE IS NO FREE LUCH BASIC FUNDAMENTAKS .. most important.

Company cannot make more money in the current year than last financial year...

JAKS made lossess, kakaka.

Now super investor tok right issue is good, with free convertible warrant -- he forgot no free lunch

Gadang give bonus issue (that mean investor dun have to pay money to the company but just locked up their profit in the company to turn to capital) plus free warrant. YOU THINK WHICH ONE IS BETTER LEH? if BONUS issu with free warrant is NO FREE LUNCH, RIGHT ISSUE WITH WARRANT is free lunch? kakaka

the last few days, many people including experts bought Gadang before the ex date for the free bonus shares, warrants and share split despite its unpromising outlook. Basically the company cannot make more money in the current year than last financial year. According to my share selection golden rule, if you buy Gadang, you will lose money because at the end of the year when it announces reduced profit the price will surely fall.

Basing on the open information that Gadang has completed a large part of their contract works and it has Rm 604 million worth of contract works remained in its order book. Moreover, its profit from its property development is uncertain in view of the oversupply of properties in every town and city in Malaysia.

It announced 5 sen EPS for its 1st quarter ending August 2016 which is most disappointing and most smart investors will know that it cannot make more money in this year than last financial year.

Now the price of Gadang has fallen 3 sen per share this morning and it is still falling as I am writing this article.

The moral of the story: there is no free lunch. Basic fundamentals in share selection is still most important.

If investors know that Gadang can make more money this year than last financial year its share price should be going

Stock

2017-09-10 15:12 | Report Abuse

This one also good advice for JAKS. Jaks now making huge losses on its property arm. and hor,

read the "investors ... they have to wait 8 years before they can see that the company has profit growth which is the most important catalyst to move share prices.

JAKS power plant, take how many years arr? kakaka, classic, this one



Property Development Business:
Acquisition of a new piece of land does not necessarily mean that the company will surely make additional profit, especially when there is currently an oversupply of properties in every town and city in Malaysia.

Even if the land is cheap, it takes about 1 year to get planning approval, another 1 year to draw all the architectural plans, another 1 or 2 years to get approval. Calling tender and selection of contractors will take at least another 1 year. Construction will take at least another 2 years. Assuming all the projects can be sold with profit, investors can only hope to see announcement of profit after 8 years.

If investors rush to buy the share as soon as they see the announcement of land acquisition, they have to wait 8 years before they can see that the company has profit growth which is the most important catalyst to move share prices.

Stock

2017-09-10 15:09 | Report Abuse

This one serves JAKS well. some more foreign countries contract.


Construction contracting business:
Securing a new contract does not necessarily mean the company will surely make additional profit.

Studies have shown that there are more failures and bankruptcies in the contracting business than in any other business, and also almost all construction projects are not completed within the original scheduled time.

The delay in completion will cost the contractor more and that is why you can often see abandoned projects which have been undertaken by inefficient contractors. There are many reasons for this peculiar phenomenon.

Stock

2017-09-10 15:00 | Report Abuse

possible JAKS price is being maintain for right issue, even push up.. so lari kuat kuat ya... else you got to take right issue later. and hor, if everybody dun wanna take right issue, sure die liao JAKS... double lao-sai, I tell you...If you take right issue, U slow slow wait n years, kakaka, dun forget JAKS got loss making bussiness that eaten up its resources, and steel price is escalating... this is business sense....

Stock

2017-09-10 14:57 | Report Abuse

fast sifu, you becareful oh.... RM7B plant, Jaks effective interest is how many %? who is the taikor in this venture? Jaks got money to invest arr? Sell headquarters liao, and selling headquarters takes time, so ... right issue? U see KYY already start educating ppl to buy right issue liao, kakaka

Stock

2017-09-10 14:46 | Report Abuse

warrant bullfeet sadi when everybody wanna buy , quick quick sell, when everybody wanna sell, quick quick buy. Now many ppl ask you to buy... so that U buy they cannot buy cheaper. kakaka

Stock

2017-09-10 14:43 | Report Abuse

oil bullish got long oil, dun buy DNEX,, too far away, kakaka

Stock

2017-09-10 14:37 | Report Abuse

sell lar sell la. USD down, RM super strong. take the money go short sell USD against RM better, kakaka

Stock

2017-09-08 15:36 | Report Abuse

tan850201 sifu, sure or not? dun cheat me wor... suddenly drop like that, dunno what happened.

Stock

2017-09-08 12:06 | Report Abuse

PPL fed up liao la... dun wanna play as long as take back money

Stock

2017-09-08 11:15 | Report Abuse

die lor die lor

Stock

2017-09-07 19:34 | Report Abuse

die fire lor, good prospect oso down... something is wrong

Stock

2017-09-07 09:46 | Report Abuse

buy la, buy la, slowly help KYY get out of the wood.. U dun buy, then price will go up to lure you buy. wanna sell, U day day park upstairs may be got chansy... kakaka

Stock

2017-09-06 22:38 | Report Abuse

rogers123 sfiu, you sure Dali wont make mistake? U try ask him and see. He dare say that in his blog, I give you thumb up. kakaka

Stock

2017-09-06 22:36 | Report Abuse

Laf die me, all carry legs. not smelly meh?

Stock

2017-09-06 19:20 | Report Abuse

poor small little JAKS. later ppl steal electric... habis...

Stock

2017-09-06 19:18 | Report Abuse

Jia-lat... What I guess got people wrote about it..


Background
In Sept. 2011, workers broke ground on a 1,200-MW coal power plant in Hải Dương province. The project's sponsor is Malaysian company JAKS Resources, and the plant would cost $2.25 billion. One 600-MW unit is expected to be completed in late 2016, and the second in 2017. The plant would use coal supplied by Vinacomin.[1]

In late 2012 and early 2013, three investment partners on the project — Island Circle Investment Holding (Malaysia), Meiya Power (China), and Sanjung Merpati (Malaysia) — terminated their partnerships with JAKS.[2] In August 2013, the Vietnamese Minister of Industry & Trade pushed the contractors working on the plant, as well as provincial officials, to both accelerate the pace of work in order to finish according to schedule, and to ensure that planned local social and environmental mitigation projects are in fact built.[3]

In March 2014, JAKS' partnership with Chinese company Wuhan Kaidi Electric Power Engineering lapsed, and Kaidi exited the project; Kaidi had been both the engineering, procurement, & construction (EPC) contractor for the project, as well as putting up 40% of the equity. However, since JAKS had already spent $31 million on the project, the company stated that it would continue to pursue the project, and would try to find investors to replace those that it had lost.[2]

In July 2015, JAKS announced that it had reached agreement with China Power Engineering Consulting Group (CPECC) to build the plant. CPECC would put down $280 million and JAKS would front $125 million; the remainder of the plant's $1.87 billion cost would be financed through debt markets.[4] Pending final approval of this new arrangement by the Vietnamese and Chinese governments, JAKS hopes to begin construction in early 2016 and complete the plant by 2020.[5]

In March 2016, JAKS broke ground on construction. Unit 1 was scheduled to come online by December 2019, and Unit 2 by June 2020.[6]

In August 2016, provincial officials said that the project was moving too slowly, and urged the Ministry of Industry & Trade to investigate further. The project's main sponsor, JAKS, was reportedly having financial difficulties.[7][8]

Stock

2017-09-06 19:08 | Report Abuse

chansy to get rid of JAKS these few days...

Stock

2017-09-06 19:07 | Report Abuse

walau, super investor evolve become super gamble liao, kakaka

Stock

2017-09-06 19:04 | Report Abuse

Penggoreng Gadang veli greedy la, not a good penggoreng

Stock

2017-09-06 16:37 | Report Abuse

Clearsky sifu, North Korean dun buy US products ma, no meh?

Stock

2017-09-06 09:55 | Report Abuse

Maxtrder sifu, Kim Jung Un is boycotting US product. US car industry sure die

Stock

2017-09-06 09:16 | Report Abuse

sell la sell la, if not later north korea bomb US car factory liao

Stock

2017-09-05 18:21 | Report Abuse

BBYFH sifu, die lor, ghost oso come kacau JHM arr? sure die this time...

Stock

2017-09-05 14:55 | Report Abuse

gcke sifu, veli bearish arr? die lor die lor...

Stock

2017-09-05 12:22 | Report Abuse

hstha sifu said automotive down trend liao, and JHM really drop... sure dire one

Stock

2017-09-05 11:25 | Report Abuse

die lor die lor, JHM 311 already....

Stock

2017-08-30 23:06 | Report Abuse

SP0094701 sifu, 1 qtr you can see growth already stop arr? just starting ma... how can every Qtr up one, factory got capacity limit one ma... now they are still renovating the new factory la..

Stock

2017-08-30 12:46 | Report Abuse

keke sifu that 2 bil order book is construction oni...

Stock

2017-08-29 20:12 | Report Abuse

die lor die lor, sell la sell la

Stock

2017-08-29 15:28 | Report Abuse

die lor 125....

Stock

2017-08-29 15:06 | Report Abuse

scary。。。 ppl run life

Stock

2017-08-29 14:40 | Report Abuse

good news is missle is not targeting malaysia

Stock

2017-08-29 10:59 | Report Abuse

seacera last time oso die deng, today deng until kennot deng。 wait la。。。 until the big shot kennot deng....

Stock
Stock

2017-08-28 22:41 | Report Abuse

DK66 sifu, there is one thing call die deng, no deng die faster....