No Risk--> No Gain--> Better put money in fixed deposit and watch your money being eaten up by inflation over the long term. If u want higher return then stocks is still the best avenue to obtain higher returns on your invested capital

Let us not be overly paranoid about the recent market sell down and gorge oneself with paranoia as this may not necessarily result in good investment decisions but this is your choice as an investor.

The initial uncertainty over quantum of FED tapering(No tapering, steep tapering or tepid tapering) had contributed to recent market sell down globally and the deteriorating economic fundamentals of emerging economies such as India, Indonesia, Thailand played a major influence to affect overall sentiments in the recent market sell down.

The Market is pricing in a tepid FED tapering in September with nominal increase in global interest rates as evidenced by the recent Dow & Global market selloff followed by the last two trading days of positive Dow, S&P and European markets performance which seem to indicate that the worst may be over for the time being...

Puncak based on chart pattern looks set to retest the RM 2.87 resistance level and will most likely overcome the resistance at RM 2.87 to move higher!!

The worst is over for the time being...there will be some who will be licking their wounds, making adjustment to their portfolio and risk profile and some who will be optimistic and willing to take on more risks ...

There will be initial cautiousness and uncertainty after the recent sell down but over time general bullish sentiments will return eventually in due course as prices begin its move upwards and players are willing to take on more risks......

The worst is over for the time being...there will be some who will be licking their wounds, planning next course of action and some who will be optimistic and willing to take more risks ...there will be cautiousness and uncertainty initially after the recent sell down but general bullish sentiments will return eventually in due course as prices begin its move upwards......

Worst is probably over for the time being .....
Wishing all of you success and happy returns on your investment!!

CIMB latest TP for MAS is 17 cents!!!!!

It is still a long way down hill from today's closing price of 32.5 cents ...Potential price depreciation of -47.69%!!!!!

No potential upside gain but tremendous potential downside loss...Be careful and do preserve your hard earned capital...

Today was a good day to collect Sona-wa at or below 27.5 cents.

Today was a good day to collect Sona-wa at or below 27.5 cents.

Now when all is fearful,uncertain, panicking, irrational thinking bias, cutting losses hoping to get lower price...it is the right time to go in and long Puncak

When all are fearful, panicking, cutting losses...it is time to go in...

Sona and Grandflo are OK. Rest of the list ..no comment.

India will not look good until it opens its economy to foreign investors as India now really needs the money inflow to support the rupee and drive up investments/economic growth.

AJ, MAS CEO, and his team clearly knows what to do and given time, I have high confidence that AJ & his team can perform ..there are clear market issues, structural and system issues to improve and fine tune further and AJ will need time to manage these challenges to turnaround MAS..

Q2 was released yesterday...MAS price had adjusted for Q2 results.

It is time now to go look for other more attractive stocks and perhaps relook at MAS in the future ..a week before the Q3 result will be out.

angtf, U will be entitled to get free warrant if you sell on 28/8/2013 and 28/8/2013 onward.

It is "Managed PANIC!!"

200 MA for KLCI = 1700. You can monitor yourself online.

Major trend is down no doubt but there will be some counters that buck the down trend....

JTiasa may possibly be one of them.

MISC WAS a good counter when PETRONAS had 100% supported its business. Now PETRONAS had a different business view on MISC and this is an important game changer going forward that will affect MISC future performance.

Moreover MHB lacklustre performance and dwindling order intake will also impact on MISC future performance and at this juncture there is poor visibility on a good performance by MISC...

Conclusion: MISC was a good counter BUT NOT NOW!!!

The value calculated is OK.

One has to look into the EPS after warrants adjustment .
EPS= earnings per share

The EPS at price after warrant adjustment is a bit tricky as it depends on how much of the free warrants are converted into shares.

If zero warrants conversion, the current EPS remains and price will be stable

In the scenario where there is 100% full warrants conversion, the current EPS will be reduced by -33.33% due to the 1 free warrant for every 2 mother share( no of issued shares will increase by +50%) and the mother share price will adjust for full warrants conversion.

The likelihood of 100% full warrants conversion is quite remote due to the attractiveness of the warrant itself and the market will eventually decide on a price level.

Better Look for other better performing counter...

Today was a good entry time for Sona-wa at or below 29 cents...

Q2 was low season. Q3 and Q4 are peak seasons. Narrowing of loss is an improvement.

The Q3 performance will be very important indicator of MAS future performance ...

Good opportunity now to bottom fish for Sona-wa...

KLCI now at 1742 may possibly close the "Gap Up" at 1695...Hopefully not but must be prepared for possibility at 1695...

KLCI is now at 1745. There is a possibility that KLCI may go down to 1720 to close the "GAP UP"...

Ride on the sharks and collect SONA-WA on the way down!!!

Not over permanently...Next change coming soon...New MAS movie called "MAS ..the Transformer!!"

The real fact as it stands now is MAS has no earnings ...just losses. It is difficult to value MAS as MAS has no profits although this is an excellent opportunity and time to take MAS private at a reasonably cheap price for the buyer.

PM Najb is politically smart(He looks good in the eyes of the public) to disagree with TDM on privatising MAS as selling MAS now at low prices is not politically nor economically smart move by PM Najib...maybe when MAS makes reasonable profits next year, this topic may re-surface again...

Meanwhile...just relax and go for the tarik!!

Yeah...don't swim with sharks ..sharks will love to eat u alive...better eat shark's fin

wahaha126,
Forecast EPS for 2013 by MBB is 2.29 cents per share. If price now is 40 cents, the PE will be = 40cents divide by 2.29 = 17.47

Privatization means the New Owner will offer a reasonable price(by New owner standards on what is reasonable) to MAS shareholders for it to take over. The interesting question is what will be the offer price??

MAS has been making negative profit (losses) till now..

msybs8848 had stated that Maybank Investment Bank analyst Moshsin Aziz has a buy call on the stock and forecast a RM384mil core net profit for current financial year ending Dec, 31, 2013 and RM724mil next year.

MAS paid up capital is 16,710,781,200 shares. Therefore forecast EPS is 2.29 cents(for 2013) and 4.33 cents(for 2014).

The interesting question is how much PE will MAS command now?

The market valuation of MAS will be the EPS X PE value...Assuming a PE value of 10, the valuation of MAS is 22.9 cents (for 2013) and 43.3 cents(for 2014)

However if one perceive MAS to be high growth and derserves a PE of 15, then the valuation of MAS changes to 34.35 cents(for 2013) and 64.95 cents(for 2014)

Sideway maybe an opportunity to watch n relax for some but it is also an opportunity for some to collect the warrant before opportunity to collect at sideway prices vaporises at an instant!!

Robert 123,
Buy on rumours, Sell on news??? Yes or No???

Bro Syed...Setuju?? or nanti lah...

Every investor is a matured adult who is free to decide what to do based on their knowledge, latest info and perception of the intrinsic share value of Instacom. Every investor may not necessarily have the same perception on the intrinsic value ..likewise every person living in this world is different with distinct personalities.

If one perceives great value in Instacom then one should know what to do...likewise if one does not perceive great value in Instacom, then one would also know what to do...Having said that the Market will eventually decide on the value of any security no matter what investors perceives and/or propose.

Every person is free and entitled to their own opinion and is free to decide on their investment decision.

This is a social forum for exchange of ideas and thus should not be taken as investment advice as any ideas expressed shall not be construed as a recommendation to buy or sell.

The ideas expressed in this social forum are merely and solely the opinions of the authors.

Any action that you take as a result of information, discussion, analysis, or commentary on this social forum is ultimately your own responsibility. Please do consult your investment adviser before making any investment decisions.

Wishing you success in your investment decision!!

CPO price is now at secular downtrend..how long is the downtrend? No one really know for sure...
How much lower can it go...It's anybody's guess...the market will decide eventually.

The jewel in Jtiasa is its Timber and Timber prices is on uptrend...I concur with KYY that it is now a good time to invest in J Tiasa.

"Investors propose but the Market disposes" is an evergreen investment principle !!

Market will decide the ex-price value...Just read the market pulse and act after reading the market pulse!!

Marketing is very important to build up Instacom corporate image and the CEO Kung understands good marketing principles and applies it extremely well for the benefit of the company and its shareholders!!

The recent marketing blitz is "Good for CEO Kung, Good for Instacom and more importantly Good for Instacom shareholders".

It may be funny to some but certainly this is certainly a laudable and effective marketing blitz by Instacom CEO Kung.

The write-up is a good marketing blitz by Instacom CEO Kung and it was reported that Kung wants to keep building up Instacom’s streams of income, raise its staff count up to 500 and not have to worry about their next pay checks. Instacom is not quite there as yet.

This implies great challenges ahead to Instacom CEO Kung and I am confident that her personality, her values and her inspiration will drive her onward to achieve the targets that she had set for Instacom in the future.

Having said that one must also take cognizant of the fact that "Rome was not built in a day" and likewise one has to be realistic that Instacom will take time to achieve its set targets and there will be ups and downs along the way....such is the way of life and in the corporate world..

Moreover as a serious investor it is imperative that one is objective, be strategic vision, be disciplined and focussed on current facts, current performance, forecast performance, future promise, achievability of future promise and lastly one must always be alert against being lulled into exuberant investment decision due to some stimuli!!!

Wishing all investors positive returns on their investment!!

Trust the market as the market is very uncanny in its valuation of any stocks and warrants...including SONA-WA.

Que sera sera!!!

There is a need to have more objective biased thinking with diverse views rather than succumb to emotional bias thinking...

Changing management team now may not be a wise decision as it is only fair to give them time to perform and lets look forward to the upcoming Q2 and the next Q3 results..

Every investor is free to decide what to do with their investment.

If an investor perceives that a stock is already fairly or fully valued , they are free to decide what to do.

On the other hand, if an investor perceives that there is still value in a stock ,they also know what to do.

If one knows that a stock has great value then there is no need to fear or be anxious about it as it has value!!

However if one only "perceives that a stock has great value" but is not too sure about its value then it is very natural to be anxious about one's decision to invest in any stock.

As an investor, one is focussed on returns on invested capital...

It is important to digest the upcoming Q2 results as an initial indicative guide on MAS operational performance..

Thereafter wait for the next Q3 results as this is a important key indicator of MAS new management performance which is a barometer of future performance of MAS for 2014 and beyond.

Well one should never fall in love with any stock including Instacom as we are using our hard earned money to give positive returns on our investment...

It is up to Instacom management to convince investors that the company deserves a higher PE multiple as it has the business strategy, good executional skills, evergreen business model, excellent business plans and new projects at hand that will increase current EPS by certain multiples...

By the way, this is i3 investor.com..independent, intelligent, informed!!

This is i3 investor.com social forum....independent, intelligent, informed. The market has its uncanny ways of somehow valuing the market price and the recent market activity is valuing SONA to be more than RM 1.0 once QA is announced and SONA-WA price is partially reflecting this value!!!

Share price has its ups and downs....based on closing price of 42 cents today, the PE multiple on a fully diluted EPS is already 13.125X.

This means that it takes 13.125 years of current earnings per share to pay for the purchase of one mother share at 42 cents and assuming that Instacom can consistently generate 3.2 cents earnings per share over the next 13 years!!!

Salcon is good through 2013 and beyond as it is a medium to long term play..

Ride the trend now....and hold on TIGHT....Don't let go...Let the trend be your friend for a while now as Salcon management had already indicated that earnings will surge in 2014!!!