Posted by 林俊松 > 2014-03-31 19:39 | Report Abuse

DKSH is performing very good from year to year.
Never b wrong to invest into DKSH.
Huat ah!!!

Posted by neohts > 2014-04-01 09:34 | Report Abuse

LTAT is no more the major share holder of DKSH
Notice of Person Ceasing to be a Substantial Shareholder Pursuant to Form 29C of the Companies Act. 1965

LTAT has disposed most of the DKSH share in open market at very high price after making a lot of money and transfer the money to OCK.
LTAT has increase OCK share to more than 13.56%

Posted by susuan > 2014-04-01 19:02 | Report Abuse

Neohts, how many percent DKSH shares LTAT still owns? What is your 'target' for OCK?

Posted by neohts > 2014-04-02 08:34 | Report Abuse

When Bursa announce "Notice of Person Ceasing to be a Substantial Shareholder " meaning that less than 5%. Maybe they are still in the process of changing hand. Sell first and buy back and sell again.

My first target for OCK is $1.50, 2nd target $1.70. Hopefully can reach $2.00 before go to main board.
OCK need LTAT to go to main board.

Posted by susuan > 2014-04-02 09:06 | Report Abuse

Okay, Neohts, thanks for reply/advice, appreciate it! Wish you all the best!

Posted by neohts > 2014-04-02 10:53 | Report Abuse

While changing hand, they need to push the price up so that they can disposed at higher price to.....?

Posted by 林俊松 > 2014-04-02 13:45 | Report Abuse

Dksh slowly but surely~

Posted by bing > 2014-04-03 10:19 | Report Abuse

Still ok loh!

Posted by 林俊松 > 2014-04-03 15:59 | Report Abuse

Stagnant~

Posted by SHQuah > 2014-04-04 18:44 | Report Abuse

Going to be stagnant for a very long time.
Small timer not going the chase at $9.00.......High risk.....little gain in term of %
Big boy still changing hand inorder to delay another 3 days because they have no plan to pick up.

Posted by 林俊松 > 2014-04-04 21:08 | Report Abuse

Nvm lah, since I bought at RM7.75 only.
Leave it here to eat the dividend ba~

Posted by SHQuah > 2014-04-05 15:32 | Report Abuse

My average price only $2.80.....bye bye

Posted by 林俊松 > 2014-04-05 18:37 | Report Abuse

RM2.80?
Crazy ah~

Posted by 林俊松 > 2014-04-05 22:54 | Report Abuse

http://www.thestar.com.my/Business/Business-News/2014/04/05/Why-invest-in-equities-Investing-in-a-diversified-portfolio-pays-much-better-than-keeping-money-in-t/
Holding cash is indisputably more risky than holding equities!

Posted by SHQuah > 2014-04-07 07:49 | Report Abuse

yes...my DKSH average price $2.80....sold all around at $8.00

Posted by lai81533 > 2014-04-07 21:52 | Report Abuse

my average price was rm2.20 and sold at rm9.10

Posted by lai81533 > 2014-04-07 21:52 | Report Abuse

hahaha

Posted by jackson87 > 2014-04-07 21:57 | Report Abuse

Lim any advise on dksh?

Posted by Marvyn Choong > 2014-04-08 13:52 | Report Abuse

Dear sifu, what will be the best price to re-enter DKSH ?

Posted by bing > 2014-04-08 13:57 | Report Abuse

DKSH & OCK both can enter now. Just my 2 cts opinion. I am not sifu. Later sifu sifu may come.

Posted by neohts > 2014-04-08 15:41 | Report Abuse

OCK better bet.....price still cheap. Can move up higher.

Posted by 林俊松 > 2014-04-08 18:48 | Report Abuse

I'm still holding DKSH.
Start to re-bounce already.
=)

Posted by Marvyn Choong > 2014-04-08 23:35 | Report Abuse

I'm hoping for Mr Market to price it lower so that I can buy more..

Posted by neohts > 2014-04-09 08:38 | Report Abuse

WIll buy back if drop below $7.00

Posted by susuan > 2014-04-09 09:32 | Report Abuse

Neohts, what's your target for OCK?

Posted by neohts > 2014-04-09 10:24 | Report Abuse

Not sure yet.......Wait till they announce the date OCK move to main board.
I think I will sell a few day before they move to main board......normally after that game over.

Posted by susuan > 2014-04-09 10:44 | Report Abuse

Oh oh!! Do let me know of your next move... I will follow you, ha ha!! You are my sifu now! Thanks for encouraging me to buy earlier at 91 cents, and subsequent purchases at higher prices. I will be away for a while from middle of this month, and be back by end June, but will still be keeping in touch through i3investor. All the best, and hope you 8888 huat huat!!!

Posted by choop818 > 2014-04-09 11:42 | Report Abuse

At the moment Harison looks more attractive than DKSH. Announcing their dividend soon. Switching now will be more painful. Last week would have been ideal. At current price still undervalued.

Posted by Marvyn Choong > 2014-04-11 12:49 | Report Abuse

DKSH lau sai...

Posted by choop818 > 2014-04-11 13:46 | Report Abuse

Even inspite of dividend announcement, share still hammered down. How low can it still go? Only consolation is its low volume. Anyway my interest is only acadamic, as I had disposed all my shares in early April. If you are not scared of catching a falling knife, you can be handsomely rewarded when the price picks up.

Posted by Marvyn Choong > 2014-04-11 14:34 | Report Abuse

At RM8.31, PE 16.62 now..

Posted by SHQuah > 2014-04-11 16:13 | Report Abuse

you can't keep on holding the same company for too long.....you need to find new target...
Most of the formal DKSH share holders already transfer their fund to OCK.....including LTAT.
Good luck if you are still holding.....

Posted by Marvyn Choong > 2014-04-11 16:18 | Report Abuse

SHQuah, I beg to differ.
Will u sell your company if u know it is making money, and will be making more money in future?
Unless u have no confident in the management, or the prospects of the company, then u should leave as soon as u find out this company is not what u look for.
Just my 1 sen.

Posted by Marvyn Choong > 2014-04-11 16:20 | Report Abuse

"I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years." - Warren Buffett

Posted by Marvyn Choong > 2014-04-11 16:22 | Report Abuse

"Our favorite holding period is forever."
"Only buy something that you'd be perfectly happy to hold if the market shut down for 10 years."
- Warren Buffett

Posted by SHQuah > 2014-04-11 16:52 | Report Abuse

I've already make a lot from DKSH - bought $2.00, Sold $8.00
Now I am making from OCK - average $0.95 Now $1.35
You have to be fast and follow the trend......old men.

Posted by Marvyn Choong > 2014-04-11 17:02 | Report Abuse

Haha.. SHQuah... I didn't follow the trend.. I'm old and slow... But i prefer that way...
In fact, I told Neohts about LTAT and OCK... That time OCK only around 80sen..
Did I regret?
Nah.. OCK didn't give me the confident to hold on if the market shut down for 10 years.
By the way, I'm only 30.

Posted by Marvyn Choong > 2014-04-11 17:05 | Report Abuse

I am inexperience, and not as good as all the sifu here. Don't follow me.
But, I have not loss any money from Stock market in my 5 years plus of investing YET, touch wood.
(",)

"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." - Warren Buffett.

Posted by choop818 > 2014-04-11 19:42 | Report Abuse

Hi Marvyn! Having not lost money in your last five years from the Stock Market is a commendable record. Keep it up! If you have evolved a succesful formula in picking stocks, don't change it!

Posted by Marvyn Choong > 2014-04-11 21:53 | Report Abuse

choop818, I simply follow Buffett and Munger's advise "blindly"...

Posted by neohts > 2014-04-11 21:58 | Report Abuse

Marvyn.........Beside OCK and DKSH......do you know which company LTAT is holding ?

Posted by Marvyn Choong > 2014-04-11 22:39 | Report Abuse

Neohts, I don't have LTAT's annual report. (",)

Posted by choop818 > 2014-04-11 23:58 | Report Abuse

Marvyn, best of the best teachers, hands down!

Posted by Marvyn Choong > 2014-04-12 00:14 | Report Abuse

Actually, I don't fancy companies held by institutional funds.. Glad that LTAT finally leave DKSH alone..

Posted by Wei Xin > 2014-04-13 14:41 | Report Abuse

LTAT own:
Affin
Astro
Atlan
Bintulu
Boustead
Bumi Armada
Bursa
Datasonic
Euyansang
Sendai
Felda
Gas
globaltec
goodway
guanchong
hapseng
kelington
kulim
mbb
mahb
malaysia marine
msm
ock
pharma
quill
sp setia
sime
star
th plant
tienwah
wang-zheng

Posted by Marvyn Choong > 2014-04-13 19:58 | Report Abuse

Wow.. Great job Wei Xin..

Posted by neohts > 2014-04-14 08:27 | Report Abuse

Wei Xin......Thanks......with this long list, I got I a lot home work to do.

Do you know any company that they are currently playing their game or going start to pushing up.

Posted by neohts > 2014-04-14 08:31 | Report Abuse

I don't know that LTAT also got BURSA......is LTAT in Bursa top 30 share holder listing ?

Based on your listing, do you know which company LTAT is in top 30 major share holder listing ?
That is what I am interested.

Posted by neohts > 2014-04-14 08:41 | Report Abuse

Wei Xin....LTAT should be the one recently playing Datasonic and OCK......by changing hand.
DKSH is not in your list.....does that mean LTAT already sold most of their share ?

Posted by matrix6050 > 2014-04-14 08:42 | Report Abuse

neohts:

LTAT is in Bursa top 30 share holder listing, in fact LTAT is in top 30 listing of what wei xin posted. The top holding of LTAT in term of total value which is > 100 mil will be Boustead Holding, Affin Holding, globaltec. In term of percentage that is > 10% will be Affin, Boustead, Goodway, Kelington, Pharmaniaga, OCK.

Hope it helps and feel free to share your findings.