Posted by Philip ( buy what you understand) > 2 months ago | Report Abuse

One thing for sure, yeoh tiong lay held a big share in ytl and kept it at 50% which let's you know how to build generational wealth.

>>>>>
xiaoeh

Dear Philip
i'm curious to know how value investors react to big cap counters like YTL/YTLP from its IPO till today?
does value investor bought YTL/YTLP from its IPO price and hold until today?

Posted by xiaoeh > 2 months ago | Report Abuse

no right or wrong to me
it is the trading method that suit individual preferences/comfortability level and own capability etc

Posted by Philip ( buy what you understand) > 2 months ago | Report Abuse

I think I would rather characterize myself as a businessman. You buy something with the expectation of long term growth runway in a company and you hold on for the ride until the company dynamics changes(serba) or until it hits terminal value (speedmart, diy). Take for example SDS, I am buying for their long term growth into peninsular and plan to sell out once they start expanding to east Malaysia. For pchem the question I asked myself was is the revenue reduced due to company fundamentals? No. Is the earnings reduced due to temporary factors? Yes. So once market recovers and price go up I will still have a company that has 9 billion in cash, and running well and worth every penny. Three difference between me and contrarian and sslee is that majority of my networth is in stocks. Unlike them I no longer have a day job. So the big question is first how safe is the stock where I put my money in firstly, and secondly if I sell pchem how much fees do I pay, and what can I buy with the money? More important how much risk do I have to bear if I buy another stock for the long term.

There is no such thing as value investor, as everyone is looking for value. The most important thing is risk control and how safe your money is and how safe the investment is when you add margin into the mix. Fyi, a lot of my investments turned around when I added margin which is extra risk if the stock goes south.
>>>>>
xiaoeh

i would use pure value investor and not so pure value investor to name TheContrarian sifu and Philip sifu

TheContrarian sifu to be categorize to not so pure value investor where he buys value company and sell when mkt not in his favor and buy back

Philip sifu to be categorize pure value investor where he buys value company and hold never sell when mkt not in his favor
instead, he buys more when mkt not in his favor.

Posted by xiaoeh > 2 months ago | Report Abuse

Noted and thanks Philip for sharing your thoughts

Posted by xiaoeh > 2 months ago | Report Abuse

i3 indeed is the place for learning
loved i3

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho I am monitoring on 99 speedmart DY as the boss said 50 % payout !

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho PureBullShittt ke … as he said posted a Top Glove thread on 7/12/2020 that he warned ppl on Glove rally , but I read the thread is Opposite ( promoting Glove rally) !🤔


—-

Posted by PureBULL ... > 17 hours ago | Report Abuse
msia is poor on GWS = warren B will fail too n badly. 
2 choices: 

continue ur only way to hold ur choice stocks that u know best or 

to 
Play what mr mkt wants to play UP,,,

Posted by Johnchew5 > 2 months ago |

Post removed.Why?

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho there r companies with DY 90 % n 60 % payout but the TTM revenue n profit is decreasing… looks good on 99 Speedmart!

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho Konartist sslleee need me to elaborate why I look good on 99 Speedmart ???

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho Konartist sslleee why ah during u want to show off :

1.) yr monthly luxuries lifestyle but U Turn in 5 minutes!

2.) how luxurious yr entertainment during visited China as Business Development Manager… but diam diam after i asked u a question!🤔

Posted by Sslee > 2 months ago | Report Abuse

@YY,
My carrer path:
1986-1991 SAB Production Executive - Production Engineer
1991-1996 Tioxide Shift Manager
1996-2001 SAB Engineering Manager - Business Development Manager
2001- now PT MM General Manager

For me do not stay too long at your comfort zone, dare to venture outside your comfort zone and never ending life long learning to be successful.
You can learn all the technical knowledge from the book or hand on.
But on how to managed people and how to handle owner boss you need to learn hand on.

As of palm oil mill most likely Philip can tell you something as if I am not mistaken Philip work in palm oil mill before and he met the QL boss while working in palm oil mill.

Posted by Philip ( buy what you understand) > 2 months ago | Report Abuse

This is one of the few good advise that I agree on with you. In terms of investing/trading, exciting does not necessarily equal profitable.

>>>>>>
For me do not stay too long at your comfort zone, dare to venture outside your comfort zone and never ending life long learning to be successful.
You can learn all the technical knowledge from the book or hand on.
But on how to managed people and how to handle owner boss you need to learn hand on.

Posted by Johnchew5 > 2 months ago |

Post removed.Why?

Posted by Y Y > 2 months ago | Report Abuse

Thanks SsLee for your kind guidance. I'm just perplexed as to why managing staff has to be by means of scolding when a more courteous way is deemed inadequate - on the other hand you've to learn from these old timers (operators/supervisors) when you first join in. Now that you are few months into the job, it doesn;t feel right to shout/scold or demand these very people to do things u want immediately. Granted some RSPO/MSPO requirements may be urgent, at least give them time to do the needful or remind them in a day or two. Wondering if it is my problem or my superior's impatience. Always thought that respect got to be earned rather than demanded. Only 7 months in this work already wondering if it is wrong line for me!

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho Konartist sslleee why ur Abang Stockraider in Netx n Insas wayang Missing in Action oredi ?

He is cursing forumer ‘s family in BJCorp forum … the curse Arrow U-Turn shot on him ke … karma le !

Posted by Income > 2 months ago | Report Abuse

M Cyc Tikus ,you talk kok。Youpunya point one to point four tak bolehpaKai laaa。
Show us how point one to point four???

Posted by Johnchew5 > 2 months ago |

Post removed.Why?

Posted by Income > 2 months ago | Report Abuse

MCyc Tikus JohnChee,u shameless liar. Why u No explain your point 1, point 2, point3, & point 4 ＆ point 5? Hahaha
Liar like Orangtua shamless kiddy brain or brainlesz? Don't involve my bro pang , he is sinless here.

Posted by Sslee > 2 months ago | Report Abuse

I was facing the same problems when I first start up my career as young production executive and later production engineer where managing people(subordinates and superiors) were the biggest problems rather than solving engineering problems.

Just try to mix in, learnt as much as you can and then teach everyone the tecnical know how, know what and your expectation of what you considered as good performance.

When you have done all these then prepared and ready yourself for a bigger job and job responsibility the market can offer.

Posted by Income > 2 months ago | Report Abuse

Mcyc aka Jong Chee can't work together with anyone。Very obvious in i3 Mcyc Jong Chee likes enemies more than frenz。Bo-do sombong attitude= M cyc Jong chee。

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho really laugh live me lo … why yr elder sibling Blower Pang7 shy away from Armada on 2019 , after he asked me twice on September n December 2019 window dressing TP !

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho during posting in Armada n Netx :

No respect on Kon , Actor n Blower !

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho Blower Pang7 practised FIFO ke , same as Income … had record of U-Turn in half a day ! Beware ….

Posted by Income > 2 months ago | Report Abuse

MCyc, u not trusts worthy. That'swhy my bro pang left Armada。Why need to wait for Mcyc?
Ungkit crita lama Saja。

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho Konartist sslleee gang in Bplant ke .. member since 2018 … as usual directing wayang to setup n trap someone..



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yylimtsp | Joined since 2018-01-10

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Stock: [BPLANT]: BOUSTEAD PLANTATIONS BHD
2023-12-29 09:06 | Report Abuse


Mine also around same date. Queried with registrar on payment within 10 days, was told bursa don't allow LTAT to access bank details of shareholders. So they are going to courier cheques on 29/12/23

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho id yylimtsp can changed name Y Y to other name .. beware …

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho is Konartist sslleee usual mate ke .. as they used to setup trap :

Balian de Ibelin
i3lurker | Joined since 2017-09-15

Y Y
yylimtsp | Joined since 2018-01-10

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho the funniest clown own claimed FA n TA Guru ( half past 6 Guru ) Konartist sslleee intend to challenge ethical Sifu 3iii , as 3iii posted in Jtiasa preferred KimLoong …. Philip posted Inno …. Konartist sslleee posted Jtiasa .

👉👉Note : Konartist sslleee with gang did setup a ROI Competition Trap on June 2023 ( 1 year period) during Insas price is at Low range ard RM 0.80 n invited Sifu Sifu to participate !


👉 See the 3 stock price chart over 18 years !


> 3 stocks FA n 5 years DY :

1.) Kimloong:

Current Ratio 3.44
Debt-Equity (DE) Ratio 0.32
FCF Yield 8.19 %
p
Revenue QoQ 4.52 %
Revenue YoY 5.27%
Profit QoQ -20.22 %
Profit YoY -8.88 %
Profit Margin (Sector Median: 9.8) 10.06 %
ROE (ROIC: 16.4) 17.08 %
Dividend Per Share (DPS) 13.0 sen
Dividend Yield (DY) 5.46 %

DY :

2020 : 3.05 %
2021 : 6.94 %
2022 : 7.14 %
2023 : 8.52 %
2024 : 5.99 %


2.) Jtiasa :


Current Ratio 2.73
Debt-Equity (DE) Ratio 0.34
FCF Yield 20.38 %
Revenue QoQ 7.29 %
Revenue YoY 12.96%
Profit QoQ 58.46 %
Profit YoY -73.9 %
Profit Margin (Sector Median: 4.8) 13.84 %
ROE (ROIC: 11.17) 12.59 %
Dividend Per Share (DPS) 6.0 sen
Dividend Yield (DY) 4.84 %

DY :

2020 : 0 %
2021 : 0 % ( ssleee masih termakan Telur ke 🤣🤔)
2022 : 4.84 %
2023 : 4.51 %
2024 : 5.41 %


—-

3.) INNO :

Current Ratio 1.22
Debt-Equity (DE) Ratio 0.32
FCF Yield 1.22 %
Revenue QoQ 9.72 %
Revenue YoY 17.65%
Profit QoQ 48.07 %
Profit YoY 62.37 %
Profit Margin (Sector Median: 9.8) 26.27 %
ROE (ROIC: 18.39) 18.39 %
Dividend Per Share (DPS) 11.0 sen
Dividend Yield (DY) 6.51 %

DY :

2019 : 1.33 %
2020 : 6.07 %
2021 : 10.84 %
2022 : 11.94 %
2023 : 6.76 %

Posted by Johnchew5 > 2 months ago | Report Abuse

Kimloong

FFB production output ( MT ) :

2019 :
July 20,800
August 20,849
Sept 20,517

Total = 62,166


2020 :
July 23,166
August. 22,192
Sept. 24,803

Total = 70,161. ( + 12.9 % vs 2019 )


2021 :
July 21,956
August 22,387
Sept. 24,654

Total = 68,997 ( + 11 % vs 2019)


2022 :
July 20,971
August. 24,796
Sept. 26,727


Total = 72,494 ( + 16.6 % vs 2019)


2023 :
July. 27,553
August 26,864
Sept. 28,295


Total = 82,712. ( + 33 % vs 2019 )



2024 :
July. 26,503
August. 27,367
Sept. 27,464

Total = 81,334. ( + 30.8 % vs 2019)



👉Compared to Jtiasa :

July-Sept: FFB MT

2019: 425,801


2020: 326,209 ( - 23.4 % vs 2019 )


2021: 195,447 ( - 54 % vs 2019 )


2022: 263,948 ( - 38 % vs 2019 )

July 2023 : 110,269
August 2023 : 120,313
Sept 2023 : 129,158

Total = 359,740 ( - 15.5 % vs 2019)


> July 2024 : 101,601
August 2024 : 123,613
Sept 2024 : 118,183

Total = 343,397 ( - 19.4 % vs 2019 )

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho Konartist sslleee why Jtiasa with highest FCF 20.38 % but DY is the Lowest among the 3 stocks below :

1.) Kimloong:
FCF Yield 8.19 %

2.) Jtiasa :
FCF Yield 20.38 %

3.) INNO :
FCF Yield 1.22 %

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho during debated in Jtiasa forum .. Konartist sslleee said Jtiasa is Dividend stock :

As posted earlier:

Jtiasa : DY

2020 : No Dividend ( why no dividend? )
2021 : No Dividend ( even with Profit with minimum Dividend Policy 20 % )?

2022 : DY 4.83
2023 : DY 4.51
2024 : DY 5.41

Compared to Scicom :

2020 : DY 5.46
2021 : DY 5.31
2022 : DY 7.00
2023 : DY 7.02
2024 : DY 7.07

Posted by Johnchew5 > 2 months ago | Report Abuse

Jtiasa :

Current Ratio 2.73
Debt-Equity (DE) Ratio 0.34
FCF Yield 20.38 %

5 years ROE :

2020 : - 6.66
2021 : 2.75
2022 : 10.70
2023 : 11.10
2024 : 9.22




> Scicom

Current Ratio 4.37
Debt-Equity (DE) Ratio 0.37
FCF Yield 10.73 %


5 years ROE :

2020 : 21.39
2021 : 23.43
2022 : 27.65
2023 : 27.57
2024 : 20.76

Posted by Y Y > 2 months ago | Report Abuse

Johnchew5
??? What have I done to u? Obviously u don't have a life and has a monkey on ur back. If u are lonely do join an organisation to make urself useful. Don't sit in front of ur device/PC and make a fool of urself picking on just anyone. Unlike u I have a future to look forward to after joining the workforce upon mu Uni days.

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho what an actor member since 2018 .This is investing forum le !

Good luck in yr current monkey career !!🤣🤔


Y Y
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Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho Konartist sslleee owned claimed FA n TA Guru , pls teach n brief forumers is Inno having cash flow issue as FCF Yield is Low le :

1.) Inno

Current Ratio 1.22
Debt-Equity (DE) Ratio 0.32
FCF Yield 1.22 %


2.) Jaks

Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.85 %


And compared to Konartist sslleee n I3lirker promoting SCIB with TP RM 1.00 n RM 2.60 by early 2025 :


SCIB

Current Ratio 1.53
Debt-Equity (DE) Ratio 1.1
FCF Yield -13.9 %

Posted by Income > 2 months ago | Report Abuse

MCyc Tikus AKA Jongchee, u are talking rubbish。It's better to tell your point 1 to point 5 charting。Boleh?

Posted by Sslee > 2 months ago | Report Abuse

Aiyoyo Mike-tikus, no friend, no family, no job, no money and everyday lepak in i3 cari gaduh.

Still copy and paste data from some pasar malam source and never check the validity and reliability of data, hence no wonder trapped inside jaks for a year and half already.

Posted by Sslee > 2 months ago | Report Abuse

By the way when you take small trading position for free bintang beer sometime it misfire then you need to wait long enough for your free bintang beer. No harm done.

SCIB is one of my trading stock and I do not need to go every forum to promote it

Jayatiasa is my main stock and on and off I do promote it at jayatiasa forum.

Posted by EngineeringProfit > 2 months ago | Report Abuse

Sslee, you really make a lot with recent bull run of Jtiasa. Well done

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho as usual Konartist sslleee gang best in Pretending , Twisting , setup Trap .

I had posted Point 1 to Point 4 case study ( posted in Hengyuan n Petronm forum during Konartist sslleee asked me , n latest in YTLpower forum ) ….Income twisted to Point 1 to Point 5 … Beware blower Pang7 sibling Income !

—-

Posted by Income > 1 hour ago | Report Abuse

MCyc Tikus AKA Jongchee, u are talking rubbish。It's better to tell your point 1 to point 5 charting。Boleh?

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho finally Konartist sslleee whom directed the Wayang in Netx and Insas with Stockraider is surfaced !


Partially Repost :

Hoho the funniest clown own claimed FA n TA Guru ( half past 6 Guru ) Konartist sslleee intend to challenge ethical Sifu 3iii , as 3iii posted in Jtiasa preferred KimLoong …. Philip posted Inno …. Konartist sslleee posted Jtiasa .


👉👉Note : Konartist sslleee with gang did setup a ROI Competition “ Trap “ on June 2023 ( 1 year period) during Insas price is at Low range ard RM 0.80 n invited Sifu Sifu to participate !

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho why Konartist sslleee repeatedly shouting in Jtiasa with TP over 52w H RM 1.53 … and 1st time Konartist sslleee n his gang tried many ways to prevent me posting in Jtiasa forum since he approached me 1st in Netx on 2020 !

Posted by chopstick > 2 months ago | Report Abuse

life's so lonely and boring ah, holiday also post, keep yr bullets lah

Posted by Johnchew5 > 2 months ago | Report Abuse

Hoho why so desperately promoted SCIB with TP RM 1.00 by early 2025… partner with i3lurkker whom promoting SCIB half way changed name to Balian .. so desperately until said if not made 600 % profit in 12 months ( ard RM 2.60 ) by early 2025 , will become wwooofff wow !🤣🤔

—-

Posted by Sslee > 1 hour ago | Report Abuse

By the way when you take small trading position for free bintang beer sometime it misfire then you need to wait long enough for your free bintang beer. No harm done.

SCIB is one of my trading stock and I do not need to go every forum to promote it

Jayatiasa is my main stock and on and off I do promote it at jayatiasa forum.

Posted by chopstick > 2 months ago | Report Abuse

to those lonely and boring millionaire members
https://www.news.com.au/lifestyle/relationships/sex/couple-caught-performing-xrated-act-on-popular-nsw-beach/news-story/3befbad32b37895d23562ca9579be4c3

Posted by speakup > 2 months ago | Report Abuse

macc sila siasat: https://www.therakyatpost.com/news/2024/10/30/what-did-fashionvalet-do-now-many-angry-over-pnb-khazanahs-multi-million-ringgit-loss/

Posted by speakup > 2 months ago | Report Abuse

macc sila siasat: https://www.therakyatpost.com/news/2024/10/30/what-did-fashionvalet-do-now-many-angry-over-pnb-khazanahs-multi-million-ringgit-loss/

Posted by EngineeringProfit > 2 months ago | Report Abuse

Yet, these major GLICs' top executives often fall within a total remuneration range of MYR 5-10 million per annum, depending on organization size and specific roles. And they go around fly around on company - not paying a single cent on petrol. The majority of B40 & M40 bodoh.

Posted by Sslee > 2 months ago | Report Abuse

May Deepavali illuminate our hearts with celebration, empathy, and a strengthened sense of unity.
Wish all a happy and prosperous festival