Posted by Heavenly PUNTER > 2019-04-07 17:28 | Report Abuse

Okay lai, who else want to join? Registration ends next Friday ah!

Posted by Heavenly PUNTER > 2019-04-07 17:29 | Report Abuse

Can I assume unker Sslee as INSAS ah? wakakaka

Posted by Choivo Capital > 2019-04-07 17:29 | Report Abuse

No idea. I have no idea where my sausages are in one year or so.

If 3 years. Petronm, airasia, pchem, opensys.

Pick one lah.

Posted by probability > 2019-04-07 17:33 | Report Abuse

Below guest of honours are highly welcomed:

- kc
- otb
- soojinhou
- Koon
- Tan KW
- IntelligentInvestor
- Yistock

....

remember you can only recommend one stock...the ultimate choice

Posted by Heavenly PUNTER > 2019-04-07 17:33 | Report Abuse

Want Join or not? deMusangking... I think based on your name... Most suitable is Ekovest...

Posted by Heavenly PUNTER > 2019-04-07 17:35 | Report Abuse

Unker Calvin can join also... But you have too many picks need to pick your best and only the best!

Posted by qqq3 > 2019-04-07 17:44 | Report Abuse

I have nothing more to add.

Posted by soojinhou > 2019-04-07 17:47 | Report Abuse

Tianyun International HKEX: 6836

Posted by Heavenly PUNTER > 2019-04-07 17:47 | Report Abuse

No no sir... Only KLSE

Posted by Heavenly PUNTER > 2019-04-07 17:48 | Report Abuse

wah not bad ah... packaged food company... I'll have a look into it. But you cannot participate in this Sausage Competition with a HKSE stock.

Posted by soojinhou > 2019-04-07 17:53 | Report Abuse

Better than packaged food, it's a fruit juice company in China. Fruit juices are affordable luxury. Demand growth is likely to be resilient as China middle class expands. And most of all, the stock is cheap.

Posted by qqq3 > 2019-04-07 17:53 | Report Abuse

somebody bring Karex along to cover the sausage.

Posted by Heavenly PUNTER > 2019-04-07 17:55 | Report Abuse

But soojinhou, only limited to Bursa stocks lehh haha cannot put in lah... unker fortunebull join or not? hahahaha wakakaka

Posted by qqq3 > 2019-04-07 18:08 | Report Abuse

Its qqq3 & Icon8888 AND DK - JAKS

comfort in numbers

Posted by abcb > 2019-04-07 18:30 | Report Abuse

I select AWC and expect the next 2 quarters results will be much better than previous year
AWC share price will gradually move towards 1.20 for the next few months

Posted by Heavenly PUNTER > 2019-04-07 18:32 | Report Abuse

good! Let me add you in!

Posted by Alex™ > 2019-04-07 18:33 | Report Abuse

how to play this game? =D

Posted by Heavenly PUNTER > 2019-04-07 18:35 | Report Abuse

Alex, pick one of your best stock from KLSE, compare results by Year end 2019. Reference price is closing price on 5th of April (last Friday).

Posted by Alex™ > 2019-04-07 18:37 | Report Abuse

wah, i long time no do homework d.....anyone got free homework for me to copy? when's the deadline?

Posted by Heavenly PUNTER > 2019-04-07 18:37 | Report Abuse

Closing date for registration is next Friday haha. You got 5 days left to do your homework lah! Haha

Posted by Alex™ > 2019-04-07 18:38 | Report Abuse

okok.... get last place no penalty right? =D

Posted by Connie555 > 2019-04-07 18:52 | Report Abuse

this is funny "2 Years Grace Period for Lack of Experience - Review in 2022"

Posted by Heavenly PUNTER > 2019-04-07 18:54 | Report Abuse

Unker Connie555, no choice lo, he says he don't know where his sausages be in 1 year mah... Want join or not Unker?

Posted by probability > 2019-04-07 19:09 | Report Abuse

paperplane selected sendai

Posted by ( Soojinhou 79% returns best investor ) Philip > 2019-04-07 19:57 | Report Abuse

Awc is very interesting, I have never heard of it. Let me take a look.

Posted by qqq3 > 2019-04-07 22:34 | Report Abuse

10 calvin too man wives to choose from.

Posted by Heavenly PUNTER > 2019-04-07 22:48 | Report Abuse

Unker Philip, basically AWC is king of ESOS ! wakakakaka, they recently acquired Trackwords (a rail maintenance company).... Other than that I dunno liao... Quite hopeless for me because got people press down the price forever

Posted by pussycats > 2019-04-07 23:06 | Report Abuse

Uncle Heavenly, I bet Hartalega for sausage competition 2019

Posted by pussycats > 2019-04-07 23:09 | Report Abuse

I like this competition, bcos just pick one stock only. Good, good, good.

Posted by Heavenly PUNTER > 2019-04-07 23:18 | Report Abuse

wah pussycats don't call me unker lah... I think I can be your son liao wakakaka

Posted by LaoTzeAhSir > 2019-04-07 23:40 | Report Abuse

Awc ripe for explosive uptrend, rm50 net cash position, chart uptrending, 1billion contract on hand, in industrial product sector (uptrending sector), boards optimistic for the their future prospect

Posted by enigmatic > 2019-04-08 00:49 | Report Abuse

what is this sausage competition? Choosing 1 stock with greatest profitable prospect is it?

Genting 3182 FTW!

Posted by apolloang > 2019-04-08 00:53 | Report Abuse

Takeru Kobayashi....hehe

Posted by Vivoforever1 > 2019-04-08 03:58 | Report Abuse

I choose Vivocom 1.5 sen. If 31st Dec 3 sen I gain 100%.

Posted by ramjie56 > 2019-04-08 07:49 | Report Abuse

I choose Sime

Posted by moniekj > 2019-04-08 08:54 | Report Abuse

My new counter: Parkson

Posted by Choivo Capital > 2019-04-08 09:14 | Report Abuse

Haha, thats cute.

Posted by Vivoforever1 > 2019-04-08 09:16 | Report Abuse

1 day gain 67%.

Posted by LaoTzeAhSir > 2019-04-08 10:32 | Report Abuse

hi Mr. Philip, how's your findings on AWC?

Posted by RyanC > 2019-04-08 10:37 | Report Abuse

Please add me. My Sausage is Velesto-WA.

Posted by Heavenly PUNTER > 2019-04-08 11:24 | Report Abuse

Okay lai lai who else want to join?

Posted by arv18 > 2019-04-08 12:06 | Report Abuse

I would like to punt in this sausage fest - please add Technodex - TDEX.

Thanks.

Posted by probability > 2019-04-08 12:09 | Report Abuse

if by end of friday all those big mouth sifus still dont give their picks...we will randomly select one of those they had been recommending recently (or from 2019 stock pick portfolio) and put up here...

let the verdict do the talking end of the year

Posted by Heavenly PUNTER > 2019-04-08 12:44 | Report Abuse

Okay sounds good probability ! hahaha

Posted by Fabien Extraordinaire > 2019-04-08 15:03 | Report Abuse

over 1 year period, i pick FLBHD (recent weakness make it super cheap).

over 3 years period, i pick MFCB.

Posted by JayC > 2019-04-08 15:12 | Report Abuse

please include me. My pick is IFCAMSC

Posted by Heavenly PUNTER > 2019-04-08 16:11 | Report Abuse

okay okay update liao

Posted by ( Soojinhou 79% returns best investor ) Philip > 2019-04-08 16:24 | Report Abuse

haha this sausage competition has given me more scuttlebutt material than my recent blog ever did. Thanks punter.

Posted by Heavenly PUNTER > 2019-04-08 16:26 | Report Abuse

That's good Unker Philip, hope everyone benefits from it!

Posted by ( Soojinhou 79% returns best investor ) Philip > 2019-04-08 16:39 | Report Abuse

so far net cash, business is growing but the margins are similar to companies doing facility management. The part I dont get is the competitive advantage, landscaping and facility maintenance (and security) is something majority of alibaba political appointees have been doing for decades, simple job with difficulty in fixing a cost so it gives them high margin to give for undertable.

We have tons of those companies here in sabah doing similar thing, like sedafiat (faber mediserve previously), and a lot of those private companies.

The part I don't get is why get listed? I would assume they are very good at what they do, and low cost property(facility) managers. But I can't shake the feeling their contracts are politically based.

I'm still thinking about it, but as of yet I can't name a competitve advantage that they would have over peers. The basic KPI for facilities management is to reduce costs, but that would also mean they cannot charge high fees (which reflects the low net profits). So how to pick a good facilities manager?

Confused :(

>>>>>>
Posted by LaoTzeAhSir > Apr 8, 2019 10:32 AM | Report Abuse

hi Mr. Philip, how's your findings on AWC