Posted by Sslee > 2024-05-08 09:23 | Report Abuse

I3 need more people like Alex™ to share his inv exp and lots to offer back to community.

Posted by xiaoeh > 2024-05-08 11:25 | Report Abuse

Tan Teng Boo. According to the founder and owner of icapital.biz Bhd, the benchmark FBM KLCI could potentially rise to 2,500 – 3,000 points in the next 3-5year

https://www.icapital.my/2024-05-02-icap-shares-outperforms-msci-sp500-nasdaq-en-us/

Posted by TheContrarian > 2024-05-08 12:53 | Report Abuse

When KLCI hits 2500 Insas will breach 6 ringgit.

Posted by Taywalker > 2024-05-09 16:34 | Report Abuse

Wah when KLCI can hit 2500?

Posted by TheContrarian > 2024-05-09 19:58 | Report Abuse

TTB says within 3 to 5 years.

Posted by TheContrarian > 2024-05-10 15:21 | Report Abuse

2018-07-27 22:17



TheContrarian

Calvin, one thing I forgot to say is that Insas has shares in OCBC. How much is OCBC now?

2018-07-28 01:29



calvintaneng

Yes OCBC SPORE LAST TRADED AT S$11.66
About Rm35.00

For those who don't know, Insas owns shares in OCBC Bank.

Posted by Sslee > 2024-05-10 15:35 | Report Abuse

You can look into Page 215 insas 2023 Annual report on Foreign Currency Financial Assets held by Insas.

Posted by xiaoeh > 2024-05-10 16:11 | Report Abuse

Sslee
what do u think Ho Hup which Insas holding its share...

Posted by xiaoeh > 2024-05-10 16:29 | Report Abuse

Dear TheContrarian
under page 200 LIST OF ASSOCIATE COMPANIES
doesn't show OCBC, Microlink etc companies...
where can i find those infor inside AR ha...?
mind sharing, anyone?

https://www.klsescreener.com/v2/announcements/view/5870885

Posted by Sslee > 2024-05-10 16:34 | Report Abuse

Ho Hup is one of the associate company of Insas. Even Hop Hup close shop it did not matter much to Insas. Afterall Insas is so deeply undervalued.

Posted by Sslee > 2024-05-10 17:00 | Report Abuse

OCBC, Microlink not an associate company of Insas. Insas hold some OCBC shares as fair value financial assets.

Posted by TheContrarian > 2024-05-10 17:07 | Report Abuse

OCBC in the news, they are offering to privatize Great Eastern.

Posted by investor77 > 2024-05-10 17:15 | Report Abuse

SSlee, JTiasa has a very low PE at present. With Free Cash Flow and almost Debt Free, why is the price going down ? Can it be due to INvestment Bank suppressing call warrants.? You are saying Yinson is good, but with high debts. Even TSH will be Debt Free soon, but price like JTiasa on the way down. Can I have your view on VSTecs and HDD supplier JCY, Dufu, Notion ? Thank You.

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

No idea how is HDD demand and supply situation.

CPO price drop from RM 4,500 to now RM 3,800 dragging down Jayatiasa price.

Posted by Sslee > 2024-05-10 17:44 | Report Abuse

Is YTLpower bad or good with high debts?

Watch out Yinson in year 2025 (addition 2 FPSO in operation) and 2026 (addition 1 more FPSO) in operation

Posted by xiaoeh > 2024-05-10 18:04 | Report Abuse

Posted by Sslee > 1 hour ago | Report Abuse
OCBC, Microlink not an associate company of Insas. Insas hold some OCBC shares as fair value financial assets.

SSLee sifu
are these information's can be found at AR
if not
where can i find these information ha..?

Posted by Sslee > 2024-05-10 18:56 | Report Abuse

Insas' associate, subsidiary and wholly owned companies can be found in Annual report.

Financial assets at fair value only total value (mark to market) is reported in every quarterly report.

In annual report only general information on what Insas invested in are reported as below:

As of 30 June 2023, the Group’s investments in listed equities are primarily in REITS, technology and e-commerce, logistics, consumer products and financial services sectors in both local and overseas stock exchanges

Posted by xiaoeh > 2024-05-10 21:10 | Report Abuse

Posted by Sslee > 2 hours ago | Report Abuse
Insas' associate, subsidiary and wholly owned companies can be found in Annual report.
Financial assets at fair value only total value (mark to market) is reported in every quarterly report.
In annual report only general information on what Insas invested in are reported as below:
As of 30 June 2023, the Group’s investments in listed equities are primarily in REITS, technology and e-commerce, logistics, consumer products and financial services sectors in both local and overseas stock exchanges

where to dig into which Reits, technology etc companies share that Insas is buying ha...?

Posted by TheContrarian > 2024-05-10 22:48 | Report Abuse

@xiaoeh, Mr Sslee and me know how to dig.

Posted by xiaoeh > 2024-05-10 22:55 | Report Abuse

come TheContrarian
enlightened me leh...
this is the missing piece that i've been searching around....

Posted by TheContrarian > 2024-05-10 23:09 | Report Abuse

@xiaoeh, must do own research lah.

Posted by xiaoeh > 2024-05-10 23:15 | Report Abuse

like that...
give me some direction leh
my iq below average one

Posted by xiaoeh > 2024-05-10 23:42 | Report Abuse

Weekend coming
enjoy...

https://www.youtube.com/watch?v=z16wZbyOGHU

Posted by WellnessAntiCancer > 2024-05-11 00:25 | Report Abuse

ICap Biz repeatedly state that they are best measured according to NTA. management & Investment fees at 1.5% pa on Assets Managed. Regardless of their performance, Mr Tan TB gets a cut.

Insas i termed as Berkshire Malaysia -bc it also is a holding company. A mistake to measure on only on EPS

Posted by WellnessAntiCancer > 2024-05-11 00:26 | Report Abuse

Disclosure: I own Insas, Insas WC, FPI and UCHI amongst others. Please do your due diligence before investing

Posted by WellnessAntiCancer > 2024-05-11 00:29 | Report Abuse

nsas & Insas WC which have holdings of

Net cash at RM1.08 per share.
Investment at BOOK VALUE for Inari at Rm550mil even though at market it is valued at RM1,600 million. Yes RM1.6 BILLION

OTher investments include
F&B
Fashion
Securites listing services for ACE
IT.

Just the BOOK VALUE it is at RM3.56 as per Dec 2023.

Now it is trading at RM1.03.

Accountants DON'T value investment at current market share price. Yet the investments under Insas is at RM6.38

At Book value, you are buying a RM1 for 30sen

At Market value , you are buying a RM1 for 12sen

Talking about margin of safety, this is one rare DIAMOND

Posted by WellnessAntiCancer > 2024-05-11 00:31 | Report Abuse

On Cap Biz with management fee 1.5% , after 10 years, the compounding costs turns out to be >30% of the net profits.

On Insas with management fee 0% , after 10 years, the compounding costs turns out to be 0% impact on the net profits.

Posted by Sslee > 2024-05-11 08:46 | Report Abuse

Cash is not king in Insas case. Insas need to deploy its cash hoard to generate more earning for it share price to move north.

If only Insas has people like Brahmal Vasudevan talent to invest its cash then Insas price will fly.

Posted by UncleFollower > 2024-05-11 09:13 | Report Abuse

Other than TKO, Brahmal is another with the resources to do something to Insas. As you said, can't raid it Thong and associates have control. But an activist investor he can be. Go go give Brahmal a call

Posted by speakup > 2024-05-11 09:23 | Report Abuse

Thong already cornered Insas, where can Brahmal get the shares? unless from Thong himself. LOL!

Posted by Tatooine > 2024-05-11 12:33 | Report Abuse

If any believes thong only hold the shares he and related parties declare they are delusional… there is no enforcement or concern these businessmen have that anyone will do anything. It is why bursa has such a bad reputation… very sad to say but insas will only have value once thong no longer around… he is in such self delusion and has been for decades nothing will change.

Posted by TheContrarian > 2024-05-11 13:53 | Report Abuse

30 sen for a ringgit, cheap sale, cheap sale.

Posted by TheContrarian > 2024-05-11 13:57 | Report Abuse

Who bought Insas yesterday? Don't be shy to tell.

Posted by TheContrarian > 2024-05-11 14:05 | Report Abuse

I want to disclose that I have SBagan and Kluang shares which I paid 30 sen for a ringgit now market price over 50 sen for a ringgit.

Posted by Sslee > 2024-05-11 14:24 | Report Abuse

I want to disclose I only hold 1,000 capA share so that I can send my AGM questions to capA' BOD.

Posted by Sslee > 2024-05-11 14:31 | Report Abuse

https://klse.i3investor.com/blogs/Sslee_blog/2024-05-09-story-h-181840138-Questions_for_upcoming_Capital_A_Berhad_AGM_on_13_Jun_2024.jsp

Draft questions for upcoming capital A AGM

Posted by Johnchew5 > 2024-05-11 14:53 |

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Posted by Johnchew5 > 2024-05-11 14:57 |

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Posted by Johnchew5 > 2024-05-11 15:02 |

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Posted by Johnchew5 > 2024-05-11 15:17 |

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Posted by Sslee > 2024-05-11 15:20 | Report Abuse

Dumbass go read M&A quarterly report and learn how M&A report Remisier Commission.

Posted by Johnchew5 > 2024-05-11 15:29 |

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Posted by Sslee > 2024-05-11 15:33 | Report Abuse

Sslee
I spent yesterday traveling from Medan to Jakarta and then Jakarta to KL, now quarantined in Dorsett Subang.

I took the Citilink Flight from Medan to Jakarta, with no social distance and the flight1.5 hour late. Flight Jakarta to KL is MH 720 no delay A330-200, 8 emergency doors, manned with 2 male cabin staff and 4 air stewardess for economy class and 1 male cabin staff and 1 air stewardess for Business class. Diner served with plenty spared and air stewardess keeps asking if you need more food and drinks. I counted only about 50 passengers.

Now you know why i3lurker and PSAi3alert only fly with MAS.

Another new day and another new challenge. Life is like a book: Some chapters are sad, some are happy and some are exciting, but if you never turn the page, you will never know what the next chapter has in store for YOU. When it finally comes to the last chapter there are so many things and people you are grateful and thankful for that make this life worth living.

I thank all for the well wishes and prayers that my mum will make a speedy recovery.
2021-12-15 08:14

alenac
Wow Sslee, you got great fans over in I3i? That love and hate relationship with them.

Posted by Sslee > Feb 9, 2022 7:12 PM | Report Abuse
Many people have their own way to express their anger, anxiety and helplessness and I choose to pray and ask others to pray to relief my anxiety and helplessness.
2022-02-09 19:18


Sslee
Dear alenac
I do not have any hatred in my heart, I just get annoyed with Mike keep telling lies about me and had crossed the line of decency with his lies about me not visiting my mum.
2022-02-09 19:44

Posted by Johnchew5 > 2024-05-11 15:37 |

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Posted by Johnchew5 > 2024-05-11 15:38 |

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Posted by Johnchew5 > 2024-05-11 15:39 | Report Abuse

3rd Lies

Stock: [INSAS]: INSAS BHD
hours ago | Report Abuse


During stock bet : Tunepro 0.45 on 10/3/21 , cut win 0.49 on 12/3/21 after 2 days - Why ? .. Lee aka Victor Yong aka Good123 in Tunepro since Jun 2020. 





>> Lee Posted in Insas on Jan 2022 that sold Tunepro after 2 years ..

Posted by Johnchew5 > 2024-05-11 15:40 |

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Posted by Johnchew5 > 2024-05-11 15:45 |

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Posted by Sslee > 2024-05-11 15:45 | Report Abuse

Do you believe someone relax and shopping with Family will response so fast with his cut and paste gibberish.

He look like, sound like and most likely a lonely loser with no family or friend.