Posted by NOBY > 2015-06-03 13:12 | Report Abuse

YeongSheng, do you see any problem of realizing NCAV value when there is a lack of activist investors especially in Asia. This kind of NCAV discounts would have been pounced upon by arbitrageurs if the stock was listed in more developed markets like US.

Posted by yeongsheng > 2015-06-03 13:38 | Report Abuse

Benjamin Graham: in the short run, the market is like a voting machine - tallying up which firms are popular and unpopular. But in the long run, the market is like a weighing machine - assessing the substance of a company.

Posted by NOBY > 2015-06-03 14:57 | Report Abuse

yeongsheng, how do I get your book ?

Posted by paperplane2 > 2015-06-03 15:44 | Report Abuse

yeongsheng, how about FACBIND, ILB, PMCORP???

Posted by yeongsheng > 2015-06-04 08:12 | Report Abuse

Noby, that initial publication is now being updated and turned into a proper publication (ie printed book). So it is unavailable for circulation.
Paperplane2, I did not study those stocks that you mentioned in depth. Therefore, I can't provide any fair comment.

Posted by paperplane2 > 2015-06-04 23:58 | Report Abuse

Yeongsheng, prkcorp sold its assets. Will profit affected? I believe so

Posted by kakashit > 2015-06-07 20:09 | Report Abuse

hai, i own facbind and pmcorp, Noby n Paperplane, can we make fren n hv further discussion?

u can reach me at lawrencetaneo@gmail.com