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1,531 comment(s). Last comment by Sslee 2024-05-17 10:50

stockraider

31,556 posts

Posted by stockraider > 2023-10-14 12:02 | Report Abuse

Insas score all positive points as super investable stock when share price is still hanging below 90 sen loh!

FUNDAMENTAL FACTORS
1. It has a net cash of Rm 1.10 per share.
2. It trade at a PE of below 5x.
3. It has an NTA per share of Rm 3.43 per share.
4. If u add the potential mark to market gain of Inari & M&A, the revised Nta of insas exceed Rm 4.50 per share mah!.
5. It pays a dividend of 2.5 sen, that give a dividend yield of 2.82% pa, very close to the short term FD rates of 3.0% pa.
6. Insas has shown earnings sustainability & consistency as for the past 10 yrs, annually Insas has been reporting good profit n most amazingly every qtr for the past 10 yrs, Insas has been reporting positive positive every qtr loh!
7. If u invest in insas, U r exposing to the biggest tech listed Composite Index co in KLSE-Inari.
8. U r also deriving the best manage Finance Co in KLSE by investing in insas mah!

GORENG FACTORS
9. Insas own the most efficient goreng corp finance listed co in klse-M&A
10. Insas is due to be goreng bcos its share price at 88.5 sen now is close to the exercise price of the warrant at 90 sen mah!
11. The insas chart indicate Insas is due to breakout of 90 sen & powerfully will go above Rm 1.20 soon loh!
12. Insas is one of the most promising incubators & its Venture capital has been performing very well loh!

Do not missed this INSAS high positive profitability potential, INVEST NOW LOH!


Posted by stockraider > 14 minutes ago | Report Abuse

Do u all realized Insas is sitting on another mark to market gain of more than rm 200m or 29 sen per insas share since M&A is listed at 22 sen & now the share price is 34.5 sen.

Lu tau boh ?

Posted by stockraider > 21 hours ago | Report Abuse


Memang betul sifu sslee findings loh!

Lu tau boh ?

If u look at the balance sheet of insas....the associate companies cost is around rm 577m & these comprises Inari, Ho hup & many unlisted companies loh!

If i conservatively take all the associate cost of Rm 577m to be attributable to Inari alone & excluding all other companies above, i still can have a nice handsome gain of rm638m (rm 1215m minus Rm 577m) and this will add another 92 sen to already high NTA of Rm 3.53 to a revise nta of rm 4.45 per share loh!

Insas have so much value in it , that is beyond any ordinary soul can comprehend loh!

Only people like sifu sslee & Leno that have ability & can see beyond the future, can comprehend the prospect & the huge profitability that can be made by investing insas mah!

U all need to trust sifu sslee who is so kind hearted & willing to share the bounty of Insas with us all loh!


stockraider

31,556 posts

Posted by stockraider > 2023-10-14 12:05 | Report Abuse

Remember this Insas good fundamental mah!

Do u all realized Insas is sitting on another mark to market gain of more than rm 200m or 29 sen per insas share since M&A is listed at 22 sen & now the share price is 34.5 sen.

Lu tau boh ?


Memang betul sifu sslee findings loh!

Lu tau boh ?

If u look at the balance sheet of insas....the associate companies cost is around rm 577m & these comprises Inari, Ho hup & many unlisted companies loh!

If i conservatively take all the associate cost of Rm 577m to be attributable to Inari alone & excluding all other companies above, i still can have a nice handsome gain of rm638m (rm 1215m minus Rm 577m) and this will add another 92 sen to already high NTA of Rm 3.53 to a revise nta of rm 4.45 per share loh!

Insas have so much value in it , that is beyond any ordinary soul can comprehend loh!

Only people like sifu sslee & Leno that have ability & can see beyond the future, can comprehend the prospect & the huge profitability that can be made by investing insas mah!

U all need to trust sifu sslee who is so kind hearted & willing to share the bounty of Insas with us all loh!


Posted by Sslee > 1 day ago | Report Abuse

Is that sooooooo stupiiiiiiid someone cannot read nor understand what I posted on:
M&A Securities SDN BHD financial highlight: A 100% holding of Insas before RTO of SYF.

FYE 30 June
2019 2020 2021 2022
RM’000 RM’000 RM’000 RM’000
Revenue 26,314 36,978 68,906 48,541
Other items of income
15,791 18,646 33,291 28,900
Items of expense (33,353) (42,855) (77,420) (54,632)
PBT 8,752 12,769 24,777 22,809
PAT 6,552 9,172 18,764 17,916

Can anyone understand english kindly explain to sooooo stupiiiiiid why staff expense increase in 2021.
2020 item of expenses RM 42.855 million. PBT RM 12.769 million
2021 item of expenses RM 77.420 million. PBT RM 24.777million

RI of Insas-PB with free Insas-WC is a way to reward shareholders. You can either sell your entitlement or subscribe for the RI
I subscribe for my RI entitlement with 10% excess application and later sold the WC for a 6 digit gain.

Someone is very jeleous I make 6 digit gain from the WC.
Recently bought back some WC because history will repeat again. In the past someone promote PA, and WC rocket pass PA. Now that someone day and night promote Jaks hence WC will/shall rocket pass Jaks soon.

去年同期脱售联号公司所有股权录得1亿3130万令吉一次性收益,托高了对比基数
One-off exceptional gain on deemed disposal of equity interest in associate companies of RM 131.3 million.
Do anyone know what is deemed disposal?

Associated co - Inari completed private placement of 10% share at RM 3.10, way above its NTA per share, & insas needs to account for its equity accounting (Inari) share of share capital/reserve increase of RM 131.3 million, purely accounting treatment in compliance with FRS. Non cash flow but increase in assets.
Balance sheet the non current asset associate companies value increase by RM 131.3 million.

Did someone know Jaks every year PP way below NTA?

Insas still hold 537,008,575 inari share (associate company) and
1,215,718,665 M&A an effective holding of 60.83% subsidiary company of Insas.
Know what is the market value of 537,008,575 inari share and 1,215,718,665 M&A share?
Know insas yearly dividend income from Inari alone?
Year end 30/6/2023
Dividend received: RM 56.521 million

Since when a car rental business in Singapore is profitable?
Someone must be smart to dispose capitalA for disposal gain before Covid-19 strike. Only dumb dumb hold Icapital TTB still holding capitalA before covid-19 untill now. Most likely TTB will still dumb dumb hold capitalA till suspension and delist

By the way Omesti is not an Associate company of insas: In balance sheet it is one of many equity investment held in current assets: Financial assets at fair value through profit or loss, as at 30/6/2023 that assets at mark to market value: RM 222,832,000

As at 30/06/2023
NAPS: RM 3.53
Deposits with licensed banks and financial institutions: RM 943,505,000
Cash and bank balances: RM 104,747,000
Total: RM 1,048,252,000
Less:
Cash and bank balance pledged: RM (2,376,000)
Fixed deposits pledged: RM (233,801,000)
Free Fixed deposits and cash and bank balance: RM 812,075,000
Year end 30/6/2023
Interest received: RM 25.349 million

2023 EPS: 18.51 sen
2022 EPS: 32.44 sen
2021 EPS : 37.06 sen

Felix999

1,096 posts

Posted by Felix999 > 2023-10-18 23:17 |

Post removed.Why?

speakup

27,202 posts

Posted by speakup > 2023-10-19 07:46 | Report Abuse

https://www.thestar.com.my/news/nation/2023/10/19/huge-excess-of-migrant-labour
how to become leading economy in Asia when we Export our talented scientist, engineers, bankers to Australia, US, UK, Singapore; while we Import unskilled uneducated labourers from Indonesia, Myanmar, Cambodia, Bangladesh?????

UlarSawa

35,552 posts

Posted by UlarSawa > 2023-12-14 16:40 |

Post removed.Why?

Sslee

7,017 posts

Posted by Sslee > 2023-12-16 10:38 | Report Abuse

Coming home last is qqq47660
DNEX ROI of -24.04%

OTB

11,626 posts

Posted by OTB > 2023-12-16 11:56 | Report Abuse

Quote from dragon328's report.
YTL Power should rise from current RM1.30 in May 2023 to RM5.00 level by Mar 2025.

The timing of Mar 2025 should be right as by then:
1) PowerSeraya should continue to report strong earnings due to tight supply (Keppel new plant only comes in 1H 2026)
2) Wessex will have its new water tariffs adjusted up substantially for the new 5-year regulatory period due to its enlarged RAB and to compensate the high interest rates it is suffering these 2 years from a higher WACC
3) 1st phase green data centre should have been up and running contribution new earnings stream
4) digital bank business should find its footing after 1 year of operations
5) more visibility in power export timeline to Singapore.
------------------------------
My comments :-
1.) I believe Wessex should be in profit position in 2025.
2.) Green data centre should make profit in 2025.
3.) 5G YES - should be in profit position in 2024.

I believe the EPS for FY 2024 is = 0.42, take a PER=10, the target price of YTLPower should hit 4.20 in FY 2024.

I also believe the EPS for FY 2025 is = 0.50, take a PER=10, the target price of YTLPower should hit 5.00 in FY 2025.

My 2 cents comment only.
The final decision to buy is always yours.
Thank you.

UlarSawa

35,552 posts

Posted by UlarSawa > 2023-12-16 12:08 |

Post removed.Why?

UlarSawa

35,552 posts

Posted by UlarSawa > 2023-12-16 12:15 |

Post removed.Why?

UlarSawa

35,552 posts

Posted by UlarSawa > 2023-12-16 12:19 |

Post removed.Why?

UlarSawa

35,552 posts

Posted by UlarSawa > 2023-12-16 12:25 |

Post removed.Why?

UlarSawa

35,552 posts

Posted by UlarSawa > 2023-12-16 14:03 |

Post removed.Why?

UlarSawa

35,552 posts

Posted by UlarSawa > 2023-12-16 16:25 |

Post removed.Why?

Posted by MagicalBobby > 2023-12-16 16:28 | Report Abuse

HeLicks-shit is showing a shade of remorse as he knows he would soon lose his challenge again aand this time be kicked out of i3 forum.

Sslee

7,017 posts

Posted by Sslee > 2023-12-16 16:41 | Report Abuse

Side Bet:
1: Felix888 Vs BobAxelrod
Sapura E hit 0.07 within 9 months since the latest RO extension date.

Who will win the above side bet?

Posted by Philip ( buy what you understand) > 2024-05-15 21:40 | Report Abuse

Just in case I forget, please someone remind me.

Speculation abounds. But over the last year or so buying harta at the prices of 2.23 I think is a very good buy.
https://klse.i3investor.com/web/portfolio/mypf/120720

hoby

164 posts

Posted by hoby > 2024-05-16 00:16 | Report Abuse

otb is still murder after all this years

Sslee

7,017 posts

Posted by Sslee > 2024-05-16 07:13 | Report Abuse

Tariffs on rubber medical and surgical gloves will jump to 25% from 7.5% in 2026.

Philip know it, market over react to US tariff increase for glove from 7.5% to 25 % starting 2026.

So what will be the profit look like for Harta? Is the price surge sustainable with the profit growth?

Philip know what will be the profit look like to his Harta and Pchem. If he is smart as he claim he should take some profit off the table.

Posted by Philip ( buy what you understand) > 2024-05-17 06:21 | Report Abuse

Still trying to convince me to buy insas? If insas is smart they should have used that "1 billion" cash board to buy Nvidia shares and turn it into 10 billion. Haha

Posted by Philip ( buy what you understand) > 2024-05-17 06:29 | Report Abuse

Currently China already giving 10% rebate to their glove manufacturers but still losing money for some reason to malaysia topglove KOSSAN and harta after throwing price. Malaysia glovemaker already smelling that the long term prospects for glove makers are good once the 25% tariff hit and the 10% rebate from China is removed. China production funnily enough is not as efficient as harta and topglove.

My question to you sslee is this, do you buy stocks for what is happening today? Or do you buy stocks for what will happen in the future?

Sslee

7,017 posts

Posted by Sslee > 2024-05-17 08:26 | Report Abuse

I already sold most of my insas and waiting to buy back.

My China customers keep buying our alcohol to do ethoxylation as China petrochemical is now very cheap.

The EU going for EU Deforestation free regulation and very soon EU will not be competative in manufacturing of homecare, personal care and cosmetic.

Sslee

7,017 posts

Posted by Sslee > 2024-05-17 08:27 | Report Abuse

By the way I bought Yinson based on what going to be Yinson 2026 earning.

TheContrarian

9,507 posts

Posted by TheContrarian > 2024-05-17 09:43 | Report Abuse

If I am aware of a stock that would likely to benefit from a future event, I will put it on my watchlist and when price eventually drops back after the excitement is over I will enter at the right price.

Sslee

7,017 posts

Posted by Sslee > 2024-05-17 10:01 | Report Abuse

I think Philip hold too long on his QL. His QL already lose to Ricky Yeo Scientax for the past 3 of their 10 years competition.

This is how old man like to compare how long you can hold

Sslee

7,017 posts

Posted by Sslee > 2024-05-17 10:14 | Report Abuse

And they will never understand how you make 4X from Insas.

TheContrarian

9,507 posts

Posted by TheContrarian > 2024-05-17 10:20 | Report Abuse

I am old also but I try to maximize my gains timing the market using a contrarian approach strategy.

Sslee

7,017 posts

Posted by Sslee > 2024-05-17 10:28 | Report Abuse

If Philip can understand how you earned 4X from Insas and apply the same method then most likely he already earned many X with many of his stocks holding.

Sslee

7,017 posts

Posted by Sslee > 2024-05-17 10:32 | Report Abuse

All of them are misled or they try to follow Warren Buffett blindly of holding stock for life.

TheContrarian

9,507 posts

Posted by TheContrarian > 2024-05-17 10:35 | Report Abuse

It's very rare here in our local stock market for a stock to be able to keep going up indefinitely. The US stock market is different. There's endless money chasing stocks there.

TheContrarian

9,507 posts

Posted by TheContrarian > 2024-05-17 10:38 | Report Abuse

Most important we must keep in mind is that only "buying" boost stock price and nothing else, a stock can sell at way below its cash backing and if there's no "buying" of the stock, the price of the stock stays down.

Sslee

7,017 posts

Posted by Sslee > 2024-05-17 10:50 | Report Abuse

I think US stock market is at dangerous bubble stage. If bubble burst KLSE will also suffer amd TTB can kiss his klse at 2,000- 2,500 goodbye.

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