Posted by Stocker > 2019-05-16 17:54 | Report Abuse

Buy in after qrt released

Posted by geary > 2019-05-18 11:39 | Report Abuse

Quality versus Form...!!!
https://seekingalpha.com/article/4238508-investing-turnarounds-recovery-stocks-corporate-transformations

Posted by calvintaneng > 2019-05-18 11:45 | Report Abuse

Hi guys

Still holding Elsoft?

Already warned you to sell earlier above Rm1.00

Never mind

Can still sell Elsoft (All soft) on tuesday and switch to Uzma

Uzma will be all solid due to great results

Posted by k6ii > 2019-05-20 11:21 | Report Abuse

Dah bottom already?

Posted by geary > 2019-05-20 13:43 | Report Abuse

Supernova Century belongs to China... Those companies that collaborate with China or have established their business connections there will have phenomena growth...just like PENTA, ELSOFT, n Others...!!!
https://www.channelnewsasia.com/news/business/huawei-china-us-founder-ren-zhengfei-bow-to-pressure-11547058

Posted by geary > 2019-05-20 14:05 | Report Abuse

Ha... Investing long term we don't judge quarterly performances... Average must at least 5 years...n within 5 years to 10 years...a maximum contracting earnings mustn't be more than 2 years. Unless financial crisis...even a negative outcomes...need to analyse thoroughly. How is the company sales, margins, profit, cash flow, debts, retained earnings, dividend policy, capex n R&D, etc. Of course not 100% bullet proof...70/80% is enough. We cannot analyse how efficient the management teams going forward in the long run. But good business model, even you brought at reasonable price...it just keep on going...but you cannot buy a discounted bad business model... turnaround seldom happened...for poor business model. Good days...!!!

Posted by geary > 2019-05-20 14:42 | Report Abuse

Crucially as what Uncle Buffett said, "I just want to walk over a one foot hurdle, rather then a ten footer." That means we cannot attempt to turnaround a company by buying at cheap price...we must buy a wonderful business at reasonable price. Most of the times the reputation of a brilliant management are single out to be inefficient... because of running a business model that's going nowhere. Business model remain as it's...but people with good reputation are affected. So think logically or rationally. Don't invest with too much emotions...n blaming the whole world n have grudges with anyone. Nobody can help you n you need to help yourself. "Never give up...!!!...giving up is the greatest failure," Jack Ma...!!!

Posted by geary > 2019-05-20 15:10 | Report Abuse

Finally most of the time when you invested in a lousy business model... minority shareholders are the victims. All the BODs n especially the CEO aren't penalised. I think these must change. Whatever failed business...all assets accumulated by CEO must be frozen... including wife's assets. But did you see any thing happening at present...Not even in US. That's why the highest cons...is still management. How to see these... probably you look at BODs who are accumulating their own shares, reading annual reports, going to AGM...n ask serious questions...how the management benefit minority shareholders n others. TQ.

Posted by VenFx > 2019-05-20 20:24 | Report Abuse

Trumpet blow trumpet loudly wor !
I like elsoft at little bit softer , i want to jump in ...kikiki

Posted by RainT > 2019-05-20 23:16 | Report Abuse

ELSOF high margin throughout the years

sales and profit also growing

this is good chance to collect at low price ????

Posted by geary > 2019-05-21 17:50 | Report Abuse

Ha...Time to add some...!!!

Posted by VenFx > 2019-05-21 22:41 | Report Abuse

0.750 standby my coin there.

Posted by geary > 2019-05-21 23:11 | Report Abuse

US's Weakness...!!!
https://www.channelnewsasia.com/news/business/china-rare-earth-firms--stocks-soar-on-trade-war-speculation-11551910

Posted by iceiscool > 2019-05-22 09:32 | Report Abuse

Anothers good Fundamental company but price is dropping

Posted by geary > 2019-05-22 14:07 | Report Abuse

Ha...nothing is foolproof... historical data is a guide...future positive or negative outcomes...many don't know. It still come back to basic equation of Aesop, "a bird in the hand is worth two in the bush." So what are the possibility of having extra birds in the bush, n who will take away the bush. Probably you have zero bird n the bush is gone. So please understand what product ELSOFT is selling. It is a sunset or sunrise industry, cyclical or defensive, who are its competitors, its customers, cash flow generating efficiency, etc. If you want trade or momentum traders...this is different cup of tea. Please understand what you really want. But overall at the end of the day...buy quality business is better then running around like headless chicken. You need to have some stable income from dividend or others...then only you can look for 'momo'...life is so short...time is a friend of the wonderful business, but an enemy of the mediocre. TQ.

Posted by bankrupt > 2019-05-23 15:53 | Report Abuse

Not cheap. 50 sen safer.

Posted by Harmony1 > 2019-05-23 16:09 | Report Abuse

Geary, Thanks for the good thoughts and sharing.

Posted by Harmony1 > 2019-05-23 16:10 | Report Abuse

Any rare earth stock in Bursa?

Posted by geary > 2019-05-23 23:14 | Report Abuse

No...There are China companies listed in HKEX...but already up...@>100%.

Posted by Harmony1 > 2019-05-24 11:08 | Report Abuse

Market always moves faster than news.

Posted by kanasai55_ > 2019-05-26 15:34 | Report Abuse

Elsoft is all soft after buying?

Posted by RainT > 2019-05-27 14:16 | Report Abuse

Aiyo

sales growing in 10 years
profit growing in 10 years
very high net profit margin
net cash company
pay dividend

how come this good company share price beaten down so badly ??

Posted by cola > 2019-05-27 15:44 | Report Abuse

price drops in the afternoon session... any news from the AGM??

Posted by nckcm > 2019-05-27 17:19 | Report Abuse

Habis dah..

Posted by Stocker > 2019-05-27 17:21 | Report Abuse

Second half year will b better

Posted by RainT > 2019-05-27 17:48 | Report Abuse

just praise only

see the qtr result

almost faint …..

tomorrow drop further

Posted by Stocker > 2019-05-27 18:25 | Report Abuse

Ya time to collect

Posted by PotentialGhost > 2019-05-27 20:51 | Report Abuse

This time 67 liao will break 0.60

Posted by amet2017 > 2019-05-27 23:08 | Report Abuse

Got dividend. Not bad

Posted by RainT > 2019-05-28 08:50 | Report Abuse

drop drop

Posted by Shines > 2019-05-28 13:44 | Report Abuse

Result out not dropping, can in?

Posted by wilsonngoh > 2019-05-28 14:40 | Report Abuse

can

Posted by Stocker > 2019-05-30 12:04 | Report Abuse

Rebounding

Posted by lawrgan > 2019-05-30 12:37 | Report Abuse

Heavy oversold stock....gonna rebound back soon. Not much volume and selling.

Posted by lawrgan > 2019-05-30 12:37 | Report Abuse

Worth watching

Posted by siaoliao > 2019-05-30 15:22 | Report Abuse

technical rebound.......

Posted by leslieroycarter > 2019-05-31 16:07 | Report Abuse

Bad business or bad times

Posted by geary > 2019-06-01 23:15 | Report Abuse

Black Earth...!!!
https://www.channelnewsasia.com/news/commentary/china-threat-curb-rare-earth-minerals-united-states-alternatives-11583356

Posted by geary > 2019-06-08 00:28 | Report Abuse

Weekend Reading...!!!
https://www.valuewalk.com/2018/11/stanley-druckenmiller-emerging-markets/

Posted by k6ii > 2019-06-11 11:02 | Report Abuse

bottom fish?

Posted by Scavenger23 > 2019-06-11 17:12 | Report Abuse

more likely is btm fishing since company fa still very good no reason to sell cheap for sharks

Posted by rajachulan > 2019-06-13 09:50 | Report Abuse

buy buy testing testing

Posted by wilsonngoh > 2019-06-13 10:08 | Report Abuse

Vrooomm vroom vrooom

Posted by Invest123 > 2019-06-13 16:20 | Report Abuse

Trade war is good for Elsoft.

Posted by Invest123 > 2019-06-13 16:25 | Report Abuse

https://www.thestar.com.my/business/business-news/2019/06/05/nomura-msia-4th-biggest-beneficiary-of-trade-war/

Posted by abertk25 > 2019-06-13 16:55 | Report Abuse

Delisting soon

Posted by loonginv > 2019-06-13 17:18 | Report Abuse

delisting ??? laugh die me meh.....kikiki

Posted by maoyap > 2019-06-13 18:14 | Report Abuse

lol. what delisting? abertk25 talk cock

Posted by geary > 2019-06-14 00:32 | Report Abuse

Hahaha...besides...VITROX n PENTA...ELSOFT is probably the third largest ATE, AMS n probably AMH...in BURSA... Don't anyhow Invest in company with too much debts plus sales n earnings volatility, plus with negative cash value n net current asset value...these companies are technically bankrupt...any worldwide financial crisis they have hard times repaying their debts n interest payments. Margin of Safety must be higher than Margin of Error...!!!

Posted by abertk25 > 2019-06-14 09:21 | Report Abuse

Margin of delisting