Posted by thanaraj > 2019-07-03 16:28 | Report Abuse

Another share to buy is Paramount Corporation. With its coming bonus and steady dividend payment coupled with very highly able CEO, I have good faith in this share. Don't forget to attend its AGM on 10th July 2019 and we can get an updated info about this company. Investor.

Posted by masterus > 2019-08-01 11:13 | Report Abuse

Psiptek 7145
NTA : 0.57
Current prices : 0.145 - 0.17

Posted by 888newbie > 2019-08-06 12:37 | Report Abuse

Sell at closing when the operator rams it up and buy the morning after. Sure win.

Posted by calvintaneng > 2019-08-19 22:20 | Report Abuse

Sell at closing is correct

But Don't waste any more time with Holland grandma

Better switch to Uzma which might give you better returns

Posted by calvintaneng > 2019-08-20 12:08 |

Post removed.Why?

Posted by 4444 > 2019-08-27 17:39 | Report Abuse

63.9 cheap? Why nobody shout low here?

Posted by poorkid > 2019-08-28 10:17 | Report Abuse

20 pls.

Posted by calvintaneng > 2019-08-28 11:28 | Report Abuse

Dlady is in a deteriorating state due to these reasons

1. Many older people have switched to anlene milk for calcium content which helps strengthen bone.

2. Fierce competition from nestle, f&n and Malaysia milk

3. Malaysia milk is selling at rm2. 20 to undercut dutchlady milk at rm2. 40 for a small pack

AND Malaysia milk offers 20% extra content

4. Young adults are switching to healthier soya milk

5. Mamak store now use oil palm as substitute for milk in teh tarik

So from all angles dlady wil be hit hard

It cannot compete on price also

Posted by sense maker > 2019-08-28 22:28 | Report Abuse

Dlady is affected by bubble milk brown sugar drinks! Normalised annual profits may sink to rm1 to rm1.20 a share.

Posted by calvintaneng > 2019-08-28 23:44 | Report Abuse

Sense maker always make good sense in your comments
Your call on hupseng at 90 sen was Chun Chun. Today hupseng closed at 90 sen

Calvin totally agree with you that Ql is grossly overvalued

And this dutchlady?

I visited 7 Eleven and checked with the milk products on offer

A pack of small milk sold at 7 Eleven is priced

1. Nestle just milk Rm1.50(offer promo)

2. Good day by msia milk Rm2.20

3. Dutch lady milk -- Rm2.40

I took a picture of the 3

Nestle one and good day are both taller than the one by Dutch lady

To confirm their popularity I spoke to 7 Eleven sales staff

She said she prefers Nestle just milk and good day milk

Not forgetting that there are

Highlow milk by marigold (gold standard)

Anlene made famous by Datuk Michelle yeoh

NZ fern leal milk my choice

Ensure milk from Spore (another of my favourite)

Yee Lee milk tea

Magnolia fresh milk by F&N (nice one)

Invasion of bubble tea from Taiwan

Condensed milk as cheap substitute for milk in hard times
These used in the tarik are all oil palm based

As there is no moat in dutchlady it is now facing it's most terminal danger like Kodak and Polaroid which went obsolescence

Better sell all Dutch lady as fast as you can and get out

Posted by calvintaneng > 2019-08-29 14:26 | Report Abuse

Where is the busybody 3iii

Profit of Dlady has crashed

Sense maker is correct.

When Dlady annual profits sink to Rm1 to Rm2

What will be the true value of Dlady

If p/e it should be only Rm10 to Rm20

Better dispose now or More than Rm40 will be shaved off from Dlady later

3iii name will then be called botak 3iii

Huhuhu!

Posted by ahbah > 2019-08-29 14:29 | Report Abuse

Like U, 3iii is a value expert, not a busybody lah.

Posted by calvintaneng > 2019-08-29 14:45 | Report Abuse

Ahbah from investlah the basic lemak eater?

He not value investor anymore

He now an old dinosaur

Dutchbaby ok
and dutchlady better
But Holland grandma? Better wake up

They are not the same

3iii still living in the past

Times have changed for Dlady

It is now fundamentally unsound to pay above Rm60 for Grandma shares which cannot perform like before

Posted by calvintaneng > 2019-09-05 07:59 | Report Abuse

Posted by calvintaneng > Sep 5, 2019 12:12 AM | Report Abuse X

Posted by (HK1997 again) Philip > Sep 5, 2019 12:06 AM | Report Abuse

Pchem collapsing? Don't make me laugh. 50 billion dollar company with 4.3 billion in revenue and 1.1 billion in profit AFTER TAX and a horde of cash behind it.

I am just enjoying collecting my 11 +18 cents dividend since February when I started buying at 8.15 collecting my 11 +18 cents dividend

SO?

COST OF PURCHASE Rm8.15

Less 29 sen dividend = Rm7.86

Price now Rm6.83

SO REAL LOST OF Rm1.03 PER SHARE

IS THIS PHILIP IN HIS RIGHT MIND?

YOU BETTER DON'T LEAD SORCHAI TO HOLLAND HOR!
05/09/2019 12:14 AM

Posted by (HK1997 again) Philip > 2019-09-05 09:43 | Report Abuse

Posted by (HK1997 again) Philip > Sep 4, 2019 9:15 PM | Report Abuse X

https://klse.i3investor.com/servlets/pfs/123029.jsp

Your track record.

Calvin tan eng Yee angry I am posting and meeting track of his portfolio.

Calvin you are free to take a look at my portfolio at any time.

Posted by MACC_jangan_tidur > 2019-09-10 15:55 | Report Abuse

Lousy QR 62? Got bribery? Why not RM 6?

Posted by calvintaneng > 2019-09-10 17:33 | Report Abuse

Hahaha!

The only gruesome one is 3iii dinosaur

Dutch Lady @ Holland grandma going to crash below Rm60 only a matter of time!

Posted by 3iii > 2019-09-11 11:43 | Report Abuse

Recent Prices
Date Open Range Close Change Volume

10/09/2019 62.70 62.10 - 62.70 62.40 -0.30 (0.48%) 31,700
06/09/2019 62.70 62.70 - 62.70 62.70 -0.40 (0.63%) 200
05/09/2019 63.10 63.10 - 63.10 63.10 0.00 (0.00%) 100
04/09/2019 62.90 62.90 - 63.10 63.10 0.00 (0.00%) 212,800
03/09/2019 63.00 63.00 - 63.10 63.10 -0.20 (0.32%) 14,600
30/08/2019 63.30 63.30 - 63.30 63.30 +0.34 (0.54%) 9,800
29/08/2019 63.00 62.90 - 63.00 62.96 -0.14 (0.22%) 98,200
28/08/2019 63.60 63.00 - 63.60 63.10 -0.80 (1.25%) 89,700
27/08/2019 63.90 0.00 - 0.00 63.90 0.00 (0.00%) 0
26/08/2019 63.90 63.90 - 63.90 63.90 -0.40 (0.62%) 1,100
23/08/2019 64.30 0.00 - 0.00 64.30 0.00 (0.00%) 0
22/08/2019 64.30 64.30 - 64.30 64.30 +0.02 (0.03%) 100
21/08/2019 64.28 0.00 - 0.00 64.28 0.00 (0.00%) 0
20/08/2019 64.28 0.00 - 0.00 64.28 0.00 (0.00%) 0
19/08/2019 64.28 64.28 - 64.28 64.28 +0.18 (0.28%) 100
16/08/2019 64.00 64.00 - 64.10 64.10 +0.10 (0.16%) 106,200
15/08/2019 63.96 63.96 - 64.00 64.00 0.00 (0.00%) 10,300
14/08/2019 63.60 63.60 - 64.00 64.00 -0.10 (0.16%) 28,100

Posted by calvintaneng > 2019-09-11 15:00 | Report Abuse

EPF selling Dlady and buying Uzma

Better follow EPF sell Dutch lady

Better follow EPF buy Uzma

Posted by enigmatic [Breaker of Speculative Investing] > 2019-09-12 01:03 | Report Abuse

Dlady may have been losing out to other milk competitors recently

Posted by dompeilee > 2019-09-12 14:46 | Report Abuse

Waiting for you to fall since I sold @ 64.32 last year...finally, my prediction that Gooday was the BIGGEST threat & would harm DLady came true!

Posted by calvintaneng > 2019-09-13 11:33 | Report Abuse

Humpty Dumpty sat on the wall

Humpty Dumpty had a great fall

All the king's horses

And all the king's men

Cannot keep Dutchlady above Rm60 again!!

Posted by calvintaneng > 2019-09-13 12:00 | Report Abuse

Dutchlady = Humpty Dumpty

Sell all now and run fast fast!!!

Posted by 3iii > 2019-09-13 12:18 | Report Abuse

Dlady

Recent Prices
Date *** Close *** Change *** Volume
12/9/2019 *** 60.6 *** -1.40 (2.26%) *** 57,600
11/9/2019 *** 62 *** -0.40 (0.64%) *** 1,700
10/9/2019 *** 62.4 *** -0.30 (0.48%) *** 31,700
6/9/2019 *** 62.7 *** -0.40 (0.63%) *** 200
5/9/2019 *** 63.1 *** 0.00 (0.00%) *** 100
4/9/2019 *** 63.1 *** 0.00 (0.00%) *** 212,800
3/9/2019 *** 63.1 *** -0.20 (0.32%) *** 14,600
30/8/2019 *** 63.3 *** +0.34 (0.54%) *** 9,800
29/8/2019 *** 62.96 *** -0.14 (0.22%) *** 98,200
28/8/2019 *** 63.1 *** -0.80 (1.25%) *** 89,700
27/8/2019 *** 63.9 *** 0.00 (0.00%) *** 0
26/8/2019 *** 63.9 *** -0.40 (0.62%) *** 1,100
23/8/2019 *** 64.3 *** 0.00 (0.00%) *** 0
22/8/2019 *** 64.3 *** +0.02 (0.03%) *** 100
21/8/2019 *** 64.28 *** 0.00 (0.00%) *** 0
20/8/2019 *** 64.28 *** 0.00 (0.00%) *** 0
19/8/2019 *** 64.28 *** +0.18 (0.28%) *** 100
16/8/2019 *** 64.1 *** +0.10 (0.16%) *** 106,200

Posted by stockraider > 2019-09-13 12:21 |

Post removed.Why?

Posted by 3iii > 2019-09-17 10:50 | Report Abuse

Finally, DLady is below 60.00. It traded 59.62.

raider and calvin so very chun chun.

:-)

Posted by calvintaneng > 2019-09-17 19:00 | Report Abuse

DUTCHLADY THE HUMPTY DUMPTY FALLEN BELOW RM60 TODAY

https://www.youtube.com/watch?v=0oKreL1jvkg

Posted by Balan211072 > 2019-09-17 19:36 | Report Abuse

Dear calvin, it is very unchristian of you to poke fun of Dutch lady and mock its shareholders. Kindly repent

Posted by calvintaneng > 2019-09-17 21:16 | Report Abuse

Balan

Sorry if you got offended

Dutchlady was touted as a challenge to Calvin 's
Stock picks by 3iii

He thought Dutchlady is invinsible and infallible

I have done my research and visited 7 Eleven and Supermarkets

THE more I studied the difficult environment of so many formidable competitors like Nestle, good day milk, anlene, ensure, marigold, f&n milk and f&n condensed milk, fern leaf and a myraid of others I think the glory days of dutchlady and the high ego of 3iii are now vulnerable

All should now sell off Dutchlady shares before it crashes and crashes below Rm50 next

Posted by Balan211072 > 2019-09-17 21:34 | Report Abuse

Thanks 4 d advice.

Posted by dompeilee > 2019-09-18 09:24 | Report Abuse

Law of gravity...

Posted by calvintaneng > 2019-09-18 11:48 | Report Abuse

Investlah sorchai who listened to 3iii bought 100 or 200 shares of Dlady above Rm60 now suffering from his ego calls that harm them extremely

ALL i3 INVESTORS PEOPLE PLEASE STAY FAR FAR AWAY FROM 3iii

Posted by 3iii > 2019-09-18 12:18 | Report Abuse

Damn calvin is so chun chun in his predictions. :-)

Calvin please have a look at your portfolio that Philip posted.
For every 3 stocks you selected: 1 did well and 2 did badly.
Have you pondered on your stock selections?

Posted by 3iii > 2019-09-18 12:21 | Report Abuse

>>>

Posted by Balan211072 > Sep 17, 2019 7:36 PM | Report Abuse

Dear calvin, it is very unchristian of you to poke fun of Dutch lady and mock its shareholders. Kindly repent

>>>>




Do not be perturbed by comments of others.

If your investing is long term, you will do fine.

Posted by calvintaneng > 2019-09-18 14:11 |

Post removed.Why?

Posted by calvintaneng > 2019-09-18 14:16 | Report Abuse

Sell all Dlady now and go buy Opcom

Posted by dompeilee > 2019-09-18 14:47 | Report Abuse

EPF bought almost 212k shares @ around $63 on 4th Sept....now down 8% in 2 weeks(1.161mil)

Posted by dompeilee > 2019-09-18 14:48 | Report Abuse

Clearly a breaking down/waterfall type of chart over the long-term. Fair value, assuming dividend is 50c every half year, is only $30.

Posted by 3iii > 2019-09-18 16:01 | Report Abuse

Now it is 57.10.

calvin is chun chun. :-)

Posted by 3iii > 2019-09-18 16:04 | Report Abuse

>>>
calvintaneng Invest long term do fine?



And the criminal behaviour is going round bad mouthing other fellow i3 forumers stock picks

And told stupid investlah people to follow him buy hollandgrandma over Rm60

>>>


Love to hear some comments on my post below.



How many stocks have been promoted by calvin this year 2019 to date? 36 stocks in 2019 (excluding Carimin which was promoted in 26.1.2018)

Here is a summary of the results of his stock selections?
10 gainers
2 no change
25 losers

How good is his stock selections? 27% are gainers against 67% are losers. For every 3 stocks chosen by calvin, 1 is a winner and 2 are losers.

For calvin who has a portfolio of all or many these stocks, what do you think is his overall return of his portfolio? Do you think his portfolio value can grow at 100% a year(?), 50% a year(?), 10% a year(?), 0% a year(?) or even negative?


It is often interesting to analyse things with some objectivity, however little evidence maybe available.




How impressive is calvintan's stock selections?

Thanks to Philip for collating calvintan's stock selection which can be reviewed here:
https://klse.i3investor.com/servlets/pfs/123029.jsp
Philip's Watchlist: Calvin Tan followed portfolio per his recommendations 2019


Sorted out by Reference Date from Earliest to Most Recent



No *** Stock Name *** Ref Date *** Ref Price *** Last *** G/L
1 *** CARIMIN *** 26-Jan-18 *** 0.4 *** 0.955 *** 138.75%
2 *** MPHBCAP *** 8-Jan-19 *** 1.05 *** 1.1 *** 4.76%
3 *** TA *** 8-Jan-19 *** 0.63 *** 0.645 *** 2.38%
4 *** GUH *** 8-Jan-19 *** 0.495 *** 0.495 *** 0.00%
5 *** EKSONS *** 8-Jan-19 *** 0.78 *** 0.77 *** -1.28%
6 *** DUTALND *** 8-Jan-19 *** 0.48 *** 0.425 *** -11.46%
7 *** VSTECS *** 9-Jan-19 *** 0.95 *** 1.02 *** 7.37%
8 *** CSCSTEL *** 9-Jan-19 *** 1.06 *** 1.01 *** -4.72%
9 *** BJCORP *** 9-Jan-19 *** 0.315 *** 0.255 *** -19.05%
10 *** MUIPROP *** 9-Jan-19 *** 0.25 *** 0.165 *** -34.00%
11 *** SASBADI *** 27-Jan-19 *** 0.215 *** 0.17 *** -20.93%
12 *** ANNJOO *** 2-Feb-19 *** 1.35 *** 1.22 *** -9.63%
13 *** NAIM *** 8-Feb-19 *** 0.54 *** 0.975 *** 80.56%
14 *** AZRB *** 15-Feb-19 *** 0.395 *** 0.375 *** -5.06%
15 *** DIALOG *** 21-Feb-19 *** 3.25 *** 3.49 *** 7.38%
16 *** PANTECH *** 21-Feb-19 *** 0.545 *** 0.495 *** -9.17%
17 *** PENERGY *** 1-Mar-19 *** 0.775 *** 0.945 *** 21.94%
18 *** LAFMSIA *** 8-Mar-19 *** 2.34 *** 3.35 *** 43.16%
19 *** PRESTAR *** 8-Mar-19 *** 0.605 *** 0.415 *** -31.40%
20 *** MASTEEL *** 9-Mar-19 *** 0.52 *** 0.41 *** -21.15%
21 *** VELESTO *** 14-Mar-19 *** 0.31 *** 0.31 *** 0.00%
22 *** DESTINI *** 18-Mar-19 *** 0.33 *** 0.215 *** -34.85%
23 *** TALAMT *** 22-Mar-19 *** 0.04 *** 0.035 *** -12.50%
24 *** T7GLOBAL *** 26-Mar-19 *** 0.505 *** 0.455 *** -9.90%
25 *** TDM *** 3-Apr-19 *** 0.18 *** 0.175 *** -2.78%
26 *** MJPERAK *** 4-Apr-19 *** 0.27 *** 0.19 *** -29.63%
27 *** JTIASA *** 5-Apr-19 *** 0.55 *** 0.45 *** -18.18%
28 *** MHB *** 10-Apr-19 *** 0.8 *** 0.82 *** 2.50%
29 *** L&G *** 17-Apr-19 *** 0.155 *** 0.15 *** -3.23%
30 *** MKH *** 17-Apr-19 *** 1.37 *** 1.22 *** -10.95%
31 *** ASIAPAC *** 17-Apr-19 *** 0.145 *** 0.125 *** -13.79%
32 *** OLYMPIA *** 17-Apr-19 *** 0.125 *** 0.105 *** -16.00%
33 *** KPS *** 25-Apr-19 *** 1.55 *** 0.75 *** -51.61%
34 *** UZMA *** 10-May-19 *** 0.805 *** 0.775 *** -3.73%
35 *** ASB *** 23-May-19 *** 0.145 *** 0.125 *** -13.79%
36 *** POHUAT *** 24-May-19 *** 1.5 *** 1.44 *** -4.00%
37 *** MBSB *** 29-Aug-19 *** 0.825 *** 0.845 *** 2.42%

Posted by dompeilee > 2019-09-18 16:15 | Report Abuse

Wow...57.00 selling...more than 1 year's dividends gone in ONE day...

Posted by dompeilee > 2019-09-18 16:16 | Report Abuse

Can anyone else see a H & S top in the monthly chart & neckline broken 2 day?

Posted by 3iii > 2019-09-18 19:13 | Report Abuse

It is possible and not improbable that the price may even drop to RM 38 as predicted by calvin chun chun.

Posted by stockraider > 2019-09-18 19:24 |

Post removed.Why?

Posted by 3iii > 2019-09-18 19:47 | Report Abuse

Downgrade to UNDERPERFORM (from MARKET PERFORM) with a lower TP of RM54.60 (from RM62.90). Our valuations of 31.0x FY20E PER remains unchanged, being closely in line with the stock’s -0.5SD over its 3-year mean. While the stock still commands the highest ROE of c.100% amongst its large cap F&B peers, investors might be cautious given the sales and earnings risks. Additionally, lower-thanexpected dividend yield of <3% may not excite investors.

Risks to our call include: (i) better-than-expected sales, (ii) lowerthan-expected commodity prices, and (iii) better-than-expected domestic currency.

Source: Kenanga Research - 28 Aug 2019

Posted by stockraider > 2019-09-18 19:49 | Report Abuse

Sign of 3iii surrendering loh....!!

lost too much on dlady loh....!!

Posted by 3iii > Sep 18, 2019 7:47 PM | Report Abuse

Downgrade to UNDERPERFORM (from MARKET PERFORM) with a lower TP of RM54.60 (from RM62.90). Our valuations of 31.0x FY20E PER remains unchanged, being closely in line with the stock’s -0.5SD over its 3-year mean. While the stock still commands the highest ROE of c.100% amongst its large cap F&B peers, investors might be cautious given the sales and earnings risks. Additionally, lower-thanexpected dividend yield of <3% may not excite investors.

Risks to our call include: (i) better-than-expected sales, (ii) lowerthan-expected commodity prices, and (iii) better-than-expected domestic currency.

Source: Kenanga Research - 28 Aug 2019

Posted by dompeilee > 2019-09-19 09:05 | Report Abuse

54.60 tgt means another 2.10 downside...

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

But in the new economic environment, the true fair value is 32 or less...

Posted by 3iii > 2019-09-19 13:13 | Report Abuse

DLady

Last Price 56.70
Today's Change 0.00 (0.00%)
Day's Range 56.20 - 56.70
Trading Volume 34,200


The interesting thing about investing is for every transaction, there is a buyer and there is a seller. The buyer buys because of optimism and the seller sells because of pessimism over the stock. Each is right from his/her own perspective.

In the short term, the market is a voting machine and in the long term, a weighing machine.

Posted by Icon8888 > 2019-09-19 14:39 | Report Abuse

when the Lady goes back to 30, the Sochai will know he get conned