Posted by stkoay > 2021-10-07 11:48 | Report Abuse

Posted by AllYouCanBuy > Oct 7, 2021 9:00 AM | Report Abuse

@OnTime 10.65 will be end of 2023.


_________________________________________________________________________

My bet, end of 2023 will be RM12.....EPS 85 sen at 14 times PE

Posted by tollebunsmith > 2021-10-07 11:50 | Report Abuse

JFinn : congrats , i salute you. But u have to remember .. u can never buy at the lowest nor sell at the hiest... if u want to do that, u will ALWAYS lose. If u can do that, Warren will pay u USD 1 mil just to share a table with u.

So what have u got to do? Buy more as the price drops, cos u never know when it will shoot up without going to this price. Keep loading at the lower prices as u are buying at a much lower price than most who bought during the post dividend days of last year.

Posted by tollebunsmith > 2021-10-07 11:51 | Report Abuse

JFinn : if it drops below 8, u average price wont be SIGNIFICANT.. unless it drops 5-10%.

Posted by stkoay > 2021-10-07 11:54 | Report Abuse

Ha..ha...Warren will pay u USD 1 mil just to share a table with u.

....I like this quote

Posted by tollebunsmith > 2021-10-07 12:08 | Report Abuse

Sifu stkoay: mmm..... no effect to ur bottom line and i can guarantee you if u used ur cash div or cash below 100k, u wont see any significant average price as u are top heavy.. means u average price after taking into consideration, means u have to load same total number of shares at 7.50 to effet ur average price, else u will only see 2 or 4 sen difference,, which is just dinner money.

right sifu.. u are in a different category, For me yes, if buy few lots can see change in my average price, but my average price is around here , so not going to make much difference. Thats why i have a little "reserved money" to buy if it drops a lot... it it doesnt drop also no problem as i have accumulated a satisfactory number of shares for the time being.

No one can predict what the market direction is at a future period, so i only have to do a "what if" scenario if market crashes.... and no one in this world can guarantee it wont happen, but it is always good to keep it in mind, so FI it did occur, u sources of income/cash are available.


Just a reminder , when people were flipping properties and were very glad they owned a few houses for fashflow, some of that same people lost their pants. Only the guru who guided them was very much wealthier than the investors. Now with half past politicians who cant even do anything right for the past 50 years , u believe they wont screw themselves up? Only sure thing is , songlap will be perfected by those monkeys, and sure to blame the penang guy if they pissed on their own legs.

U guys agree?

50 years of proof, what else do u guys need?

* disclaimer: Just my opinon, no reference to living or dead people or going to die people.

Posted by tollebunsmith > 2021-10-07 12:13 | Report Abuse

Very happy if Sifu stkoay can give his views. We can learn a lot from u sifu stkoay.

Stkoay is not a gambler as i saw his reasoning for not fixed price assets.. waiting for his targets as he is a sharp shooter, I respect ur achievements sifu stkoay.
Stkoay is my role model and one day i hope I can achierve portion of his successful holdings.

Posted by stkoay > 2021-10-07 13:21 | Report Abuse

Haha...sifu tolle....nothing to should about....just plain lucky...made some money during the AFC and the dot com run....I was the No.30 shareholder in LKT...bought at average about 2....the stock hit a high of 12.50 in early 2000, but i was greedy and don't know how to sell bcos everyday up by a ringgit...only managed to take some profit.

....then made another round during the sub prime in 2007/8 period....sold all my holding in November 2014...when index was at around 1700+ to 1800.....switch all to ASM in 2015...when 1MDB issue surfaced...units were available then....

....then came Covid 19, I switch out from ASM from April last year....initially bought CIMB at around 3.50....then added Mashing ...RHB....and Genting....

....made some money from these purchase....and topped up MBB since March this year...my initially average was 8.33...then dropped to 8.11 after previous DRP...then topped up again recently...my current average is 8.15...but will drop to 8.01 at the end of this month after DRP is in.

Posted by stkoay > 2021-10-07 13:21 | Report Abuse

On 2nd September 1998, when dsai was sacked, index was at 268 points...MBB and Tenaga were at RM2+...... :p

Posted by JJFinn > 2021-10-07 13:37 | Report Abuse

@tolle @stkoay : Thanks for both of your advice... wow, sifu stkoay is a big timer during dotcom era... i like the read this MBB forum where I learned a lot from the both of you. Thanks again. :)

Posted by tollebunsmith > 2021-10-07 14:35 | Report Abuse

stkoay revealed a lot/.. a very successful and a great being doing the right things at the right time. FANTASTIC.

Posted by stkoay > 2021-10-07 15:15 | Report Abuse

I was holding only about 100+K shares in LKT...already the top shareholders...bcos it was a very small paid up company :p

sifu tolle : like I said above...nothing to shout about...it was just plain luck....

....I believe in these things...like people say No.1 is your life, No.2 is luck and No.3 is fungsui.....

...but one also need to work hard...do home work on the stock before you buy :)

Posted by stkoay > 2021-10-07 15:47 | Report Abuse

My investing style is simple...I am a value investor...I buy good stocks which I consider cheap and keep for some time...low PE...low PB...and high dividend yield.
I don't chase momentum...and I don't buy hot stocks....example...I don't touch gloves when many are buying during the recent run.

Posted by tollebunsmith > 2021-10-07 15:48 | Report Abuse

wise words and actions sifu stkoay.

Posted by stkoay > 2021-10-07 16:53 | Report Abuse

Volume higher than PBB and CIMB...not usual...

...either is Mara boys selling to funds...or Funds passing from right hand to left hand....haha :)

Posted by tollebunsmith > 2021-10-07 17:11 | Report Abuse

sifu stkoay... funny.. and u are probably right.. usual in bolehland where the same father different mother buys and sells among themselves.....

Posted by tollebunsmith > 2021-10-07 17:12 | Report Abuse

You guys never sell so if volume to low it will be removed from KLSC component stock... like what happened with TG... iirc

Posted by tollebunsmith > 2021-10-07 17:13 | Report Abuse

or DIY replacing someone else.. lazy to google..

Posted by Cslee1215 > 2021-10-07 18:58 | Report Abuse

@tolle

Posted by Cslee1215 > 2021-10-07 21:29 | Report Abuse

Tolle and stkaoy can consider organize webinar

Posted by tollebunsmith > 2021-10-07 23:30 | Report Abuse

Cslee1215 , i didnt qualify, Sifu stkoay is the right person for the webinar

Posted by tollebunsmith > 2021-10-08 10:44 | Report Abuse

8.10 done... so cannot buy at 8.01 anymore

Posted by tollebunsmith > 2021-10-08 11:21 | Report Abuse

8.12

Posted by tollebunsmith > 2021-10-08 11:22 | Report Abuse

sifu stkoay: happy u must be!

Posted by stkoay > 2021-10-08 11:29 | Report Abuse

Wow...just came back from marketing...have just locked in...

...I guess the Mara boys must have done with their selling during the past few days....haha...good if correct :)

Posted by stkoay > 2021-10-08 11:32 | Report Abuse

Sifu tolle : I guess ASB is converting some of their DRP shares into cash dividend...they have been selling lately but EPF have been buying....may be it's normal for them to take some profit to pay dividend to their unit holders.

Posted by stkoay > 2021-10-08 11:34 | Report Abuse

...and I observed that there were very minimal retail selling....may be investors who bought MBB are mainly for keep.

Posted by stkoay > 2021-10-08 11:47 | Report Abuse

https://www.theedgemarkets.com/article/banks-have-submitted-counter-proposal-govts-interest-waiver-plan-say-sources

KUALA LUMPUR (Oct 8): Banks have come up with a counter proposal to the government's interest waiver plan, and some banking sources say it has been submitted to the authorities.

However, bankers were tight-lipped when asked what the counter proposal entails. Most just referred The Edge to the Association of Banks (ABM) on the matter.

This is an “interesting” development, a banking analyst said on learning about the banks coming up with a counter proposal, adding this shows that banks are looking for middle ground.

Posted by 1invest1 > 2021-10-08 13:09 | Report Abuse

Recently, Rob ... resorted to ridiculing Wall Street and even alleged that an implosion will occur in OCT for the market.

These days, BUSINESS SPEAKERS - AUTHORS
use any rumors and raise it to the limit to
attract attention, gain more fame & MAKE MORE MONEY
They spew sh!t, spread fear, scare monger & sow panic to make you sell at a loss so that they can buy it L O W !

Many of these speakers-authors-news presenters have
No BEST & TOP financial education qualifications,
No LONG FINANCIAL STOCK INVESTMENT experience

Yet, they try to influence the market by using the media, press & other means.

Don't fall prey to them as they are using you, collectively, to manipulate and move the market to their advantage at your disadvantage ! ! !

In your preferred stock forums, there may be a few really savvy, smart, sincere, sound & successful stock investors
such as

stkoay

who could share and help you apart from friends, remisiers or brokers and your own reading & due diligence.

Posted by stkoay > 2021-10-08 13:40 | Report Abuse

Thanks 1invest1.....we are sharing and learning together :)

Posted by tollebunsmith > 2021-10-08 15:34 | Report Abuse

guys.. ur infos noted with thanks

Posted by Cslee1215 > 2021-10-08 17:57 | Report Abuse

1invest1 ini macam introduction for webinar.

Posted by jeffchan1901 > 2021-10-08 21:59 | Report Abuse

thanks @stkoay for sharing your past investing.. definitely right time at the right place. btw am curious but how do you see the low retail selling? by their trade volume?

Posted by Cslee1215 > 2021-10-09 10:02 | Report Abuse

I think stkoay and tolle can open live in facebook, everyone can ask in live show

Posted by 1invest1 > 2021-10-09 10:52 | Report Abuse

Maybankers,
89.4 % adult vac as of Fri 8 Oct according to JKJAV.

+0.3 % maybe today Sat if follow avg vac trend increase
+0.3 % maybe tmr Sun if follow avg vac trend increase,
then Sun night maybe 90 % adult vac.
Maybe Mon may have new news.

This is merely a personal opinion based on current avg vac trend increase but can vary or change due to many factors.

Posted by prudentinvestor > 2021-10-09 11:56 | Report Abuse

Maybank's interim dividend this year at 28sen a share is already the highest in more than 10 years. I expect the final dividend to be announced after the release of its 4th quarter results to be at least equal to or more than 38.5sen a share, translating into a dividend yield of over 8%, much more than the EPF is able to pay and several times more than one year fixed deposit rates. Maybank shouldn't be trading at RM8 a share.

Posted by stkoay > 2021-10-09 13:07 | Report Abuse

@jeffchan1901 : It was just my personal observation, I may and may not be correct.
What I observed....most of the sell Q are in big quantity...and before this Q comes in in the early part of the morning, sell Q were very minimal...and on several occasion, a minutes before mid day break, sellers pulled out the, 3 Q you are able to see, all at the same time....and there were many days during the preclosing 10 minutes...buyer/seller are Q at preclosed price...but not a single trade was done during the 10 minutes.

....sifu tolle should be sharper at monitoring these types of movement...may be he can share with us.

Posted by stkoay > 2021-10-09 13:10 | Report Abuse

@prudentinvestor : you are correct....the No.1 blue chip in Malaysia is trading at 12 times PE, dividend yield 7%, price to book 1.1 times....

...that's why, I, as a value investor is invested heavily in this stock.

Posted by choysun > 2021-10-09 14:55 | Report Abuse

Value buy la. I just top of from time to time. Yeah, next divvy cycle likely 38-39sens. I'll grab full DRP option again :)

Posted by jeffchan1901 > 2021-10-09 16:20 | Report Abuse

@stkoay Yes I also noticed that trend. Big volume queue and then suddenly disappear before 12.30pm break and/or also 4.45pm final break. I always thought they were a ploy by big fund managers to give artificial perception of strong support fighting for shares at said prices. so small retailers also queue for the price. and when these big boys suddenly pull out, the orders will be bought / sold by smaller retailers trapped at that price. thats one reason why shares prices have been back and forth for some counters including Tenaga. hence as you rightly noted, not a single trade done by big volume buy/sell orders. I could be wrong on my observation too. what do you think?

Posted by 1invest1 > 2021-10-09 22:11 | Report Abuse

Wow,
EPF outsourced 155 Billion to external fund managers

Hope they are buying more & not selling more of MBB.

Or are they investing in overseas equities, etc.

https://www.thestar.com.my/business/business-news/2021/10/08/epf-outsourced-rm15518bil-to-external-fund-managers

Posted by masterus > 2021-10-09 23:08 | Report Abuse

S. crude oil price tops $80 a barrel, the highest since 2014
PUBLISHED FRI, OCT 8 2021 10:12 AM EDT
UPDATED FRI, OCT 8 2021 8:42 PM EDT
Pippa Stevens
@PIPPASTEVENS13
SHARE
KEY POINTS
West Texas Intermediate crude futures topped $80 on Friday for the first time since 2014.
Oil is up more than 60% for 2021 as demand rebounds while supply remains tight.
The Department of Energy said Thursday it has no immediate plans to take action to alleviate the price surge.

Posted by stkoay > 2021-10-10 13:28 | Report Abuse

@jeffchan1901 : For Tenaga...what I noticed is...while EPF has been buying MBB lately....but they have sold Tenaga quite a lot.

In September, EPF sold a total of 44M shares in Tenaga.
Don't know why, may be they were realigning their portfolio.

https://klse.i3investor.com/insider/substantialShareholder/5347/03-Sep-2021/523625_3271069049.jsp

https://klse.i3investor.com/insider/substantialShareholder/5347/06-Oct-2021/525949_332692457.jsp

Posted by stkoay > 2021-10-10 14:49 | Report Abuse

Comparing MBB vs Tenaga....my personal view is that MBB has got better value :

MBB 6 mths 2021 : EPS 38 sen...Dividend 28 sen...current price 8.05

Tenaga 6 mths 2021 : EPS 31 sen...Dividend 22 sen...current price 9.71

...and from historical records....MBB's dividend payout is more consistent.

Posted by bullmarket1628 > 2021-10-10 16:25 | Report Abuse

Hitting the highways: Interstate travel allowed starting Monday (Oct 11), says PM
Sunday, 10 Oct 2021 2:56 PM MYT

https://www.thestar.com.my/news/nation/2021/10/10/hitting-the-highways-interstate-travel-allowed-starting-monday-oct-11-says-pm

PETALING JAYA: Interstate travel nationwide will resume starting Monday (Oct 11), says Datuk Seri Ismail Sabri Yaakob.
The Prime Minister said this during a special address at 3pm on Sunday (Oct 10).

"With the achievement of almost 90% of the population being fully vaccinated, therefore I would like to announce that interstate travel will be allowed. This will begin on Monday (Oct 11).
“Interstate travel is only allowed for those who are fully vaccinated.
“The lifting of the prohibition on interstate travel does not apply for visits to localities placed under enhanced movement control order," he added.
Ismail Sabri also said fully vaccinated Malaysians can travel abroad without MyTravelPass effective Monday (Oct 11)...

Posted by 1invest1 > 2021-10-10 18:43 | Report Abuse

Thank you stkoay.

Posted by bullmarket1628 > 2021-10-10 19:27 | Report Abuse

Tommorrow Maybank probably will be opened at=>
8.25 (+0.20) (+2.5%)
and closed at=> 8.35 (+0.30) (+3.7%)

Huat ah, Heng ah, Ong ah !

Posted by tollebunsmith > 2021-10-10 19:41 | Report Abuse

bullmarket1628 : Big fund manager trolling in i3? either ur screw is loose or u must be smoking something strong.. which is it?

Posted by tollebunsmith > 2021-10-10 19:42 | Report Abuse

but if u are correct, then u are are a billionaire.. end of day we will know.

Posted by tollebunsmith > 2021-10-10 19:47 | Report Abuse

bullmarket1628 : real funny u seem to know my very very conservative figure for MBB is 8.25.... check back few monts back comments... actually my 8.25 has been breached, very happy for 2021.. my next target is 8.45 before June 2022... i will be most happy if t can be achieved,,, but u fund managers / analyst just troll and raise the fig up to 9../10..++.. butno worries, if can break 10 , i will be the most happy guy in i3.... and sifu stkoay will keep smilling when he seem his market value sky high.

Posted by 1invest1 > 2021-10-10 20:09 | Report Abuse

tolle, oleh-oleh, you have changed !
You have a way of crafting your communications.
Congratulations. And kudos to you tollebunsmith.
Or should I change your name to wordsmith.