Posted by coldinvestor > 2017-11-12 11:28 | Report Abuse

我的天呀！我是真的被你嚇到，你的数学怎么了？ 麻烦Tom and Klee 兄跟他数一数。我真怀疑连这样简单的计算法都不能理解， 该怎样去做投资？

Posted by VenFx > 2017-11-12 11:47 | Report Abuse

Posted by coldinvestor > Nov 12, 2017 11:28 AM | Report Abuse 
我的天呀！我是真的被你嚇到，你的数学怎么了？ 麻烦Tom and Klee 兄跟他数一数。我真怀疑连这样简单的计算法都不能理解， 该怎样去做投资？


我 : 你不需要 我把公仔 画出来吧 。
还是你这你这真把自己 的话 当真理了 ?
打开双眼 说瞎话 佩服佩服
哈哈哈

Posted by coldinvestor > 2017-11-12 12:03 | Report Abuse

VenFx Cold请问你是 如何做到把EG-pa 成本锁在0.685的 ?
自从PA交易以来 一直都在0.765 - 0.735
在梦里 是吧。
嘎嘎嘎
12/11/2017 11:07

从您以上的回复， 我今天才知道过去两三个月和一位严重缺乏投资知识的人交流， 这是我的失误， 请原谅！ 最后， 赠您一句话， 愚昧无知不是错误， 虚心学习才是正道。

Posted by VenFx > 2017-11-12 12:35 | Report Abuse

厉害 加 佩服。
自己的 错
变成别人的 愚昧。
这点 我真的不如你。

Posted by VenFx > 2017-11-12 12:41 | Report Abuse

没有办法
解说 如何
把PA 平均成本
锁在0.685 是吧。。。

你还是 说话像 放屁一样

Posted by VenFx > 2017-11-12 12:59 | Report Abuse

你连自己的PA平均成本价 都那么懵， 
质疑你自己说 有1.24m票的EG-PA 
别发白日梦了 好不好。

Posted by VenFx > 2017-11-12 16:26 | Report Abuse

13日十一月  
有人想要捉鸡  
有人希望捡死鸡

Posted by Lappier811 > 2017-11-13 19:26 | Report Abuse

Forum to discuss how to earn money in different ways different view. 相煎何太急。。。

Posted by alibabacoming > 2017-11-13 19:50 | Report Abuse

好乱， coldinvestor那你就解释给V听一听嘛， 让他幸福口服 ：》）

Posted by BlackWhite > 2017-11-13 20:15 | Report Abuse

Hope everybody be mindful of the fact that electronic sector is strong only if US is doing well, looking at Trump action going back against his election pledges , next year US may not b so merry

Posted by alibabacoming > 2017-11-13 20:22 | Report Abuse

V兄，我看了一看双方辩论。好像冷兄有道理啊。
如他只是买进0.415然后再加0.95转换，再把全部卖完0.75，那就赚了84千啊。
过后他再把钱放进PA，所以他的本钱在pa就变低了？

请多多指教。

***
你说得没错， 我之前在RM0.415买入620K units 的PR+RM0.95发售价=RM1.365(成本价), 然后在红股和优先股上市时， 在RM0.75卖完620K units 母股 和买入620K units 的优先股。 您全对了， 我手上已经没有EG 母股了， 只剩下1.24mil units 的EG-PA， 成本价为RM0.685。当有选择的时候， 我会选比较安全的投资工貝。
***

Posted by coldinvestor > 2017-11-13 20:23 | Report Abuse

Bought PR - RM0.415 + RM0.950 ( Offer Price ) = RM1.365 ( Cost of P share & Bonus share ）

Sold Bonus share at RM0.750 - RM1.365 - RM0.750 = RM0.615 ( Cost of P share ) - 620K units

Bought same qty of P share at RM0.750 - ( RM0.615 + RM0.750 )/2 = RM0.6825 - 1240K units

Miss alibabacoming,

Can you get me?

Posted by alibabacoming > 2017-11-13 20:26 | Report Abuse

哈哈，对啊冷兄。。。。。。谢谢解答。

V兄，有何答辩？

Posted by coldinvestor > 2017-11-13 20:33 | Report Abuse

终於有投资者明白了， 谢谢你 Miss alibabacoming， 跟他交流太难了， 您别为难自己啊 ！

Posted by VenFx > 2017-11-13 21:16 | Report Abuse

如此节奏的操作 行如天衣无缝
刚好Pa在你想买在0.750 , 马上出现 给你买
然后 母股又 在你想卖0.750时, 又给你 出完
620千票 ... 拍戏吗 ?

就算给你 能继续扯下去
是鬼是神
我相信 我的判断。

心照不宣

Posted by alibabacoming > 2017-11-13 22:23 | Report Abuse

最近看到有些群说到这只股，刚好我新人经过这里就看到好像有点火药味就停下来了解了解一下和互相学习。
这里不能放火箭 ！！！！

原来V熊是怀疑冷兄的数量和完美炒作手法。

那是要承认冷兄所说的算法是成立的咯，除非有办法推翻他的算法是错的或和之前所说的有所出入。由于疑点归于被告，这项质控不成立：）

第二项控罪是冷兄有没有车大炮他的数量？这。。。。。。。。有点难了，见仁见智了。

Posted by VenFx > 2017-11-13 22:32 | Report Abuse

不必伤脑筋
我一向 相信自己
眼光与自觉
神或妖
清楚得很

Posted by VenFx > 2017-11-13 22:39 | Report Abuse

我就是 喜欢玩踢爆
Huge Impairment Lost 喔
1.24m Pa
傻子才信
哈哈哈

Posted by alibabacoming > 2017-11-13 23:04 | Report Abuse

Posted by coldinvestor > Aug 2, 2017 02:26 PM | Report Abuse

现在不需买进母股， PR 将会折价交易。

coldinvestor
321 posts

Posted by coldinvestor > Aug 2, 2017 02:43 PM | Report Abuse

耐心， PR交易你就会见到了， 不急。

Posted by coldinvestor > Jul 11, 2017 11:09 AM | Report Abuse

附加股还没出来就已经跌破RM0.800， 如果公司现在宣布配股， 股价会跌成怎样， 祝各位好运。


Aug 17, 2017 11:05 AM | Report Abuse

两年前才跟股东拿钱， 现在又来， 会不会后年又来向股东要钱？ 你有看过Topglove & Sunway & VS 时常想股东要钱吗？ 哈哈！


Aug 17, 2017 11:12 AM | Report Abuse

可怜呀！ 你忘了公司在2015年配售附加股吗？

Aug 17, 2017 08:32 AM | Report Abuse

我那一句歪曲事实， 说来听听
1） VS 这只股， 盈利大幅增长及派高息，听说拆细可能还会来多一次， 1变2 。 我没买进此股， 不过她无可挑剔。或是
2） 股神巴菲特曾经说过， 当他看到心仪的公司股价大跌， 他会非常高兴， 因为他可以用更便宜的价格加仓。

Aug 11, 2017 11:05 AM | Report Abuse

要谨慎！ 爆发之前可能会爆跌。

Aug 11, 2017 09:33 AM | Report Abuse

继续探底， 如果这时候附加股出来， Ex股价大有可能跌破RM0.600， 甚至跌至RM0.500的机率也有可能。

Aug 11, 2017 10:59 AM | Report Abuse

就算这次QR不错也帮助不大了， 附加股随时出来就可能造成股价大跌。


****
看了这位冷兄之前的留言，好像又没什么不对。

希望EG股东到最后都会赚大大。

Posted by VenFx > 2017-11-13 23:12 | Report Abuse

你这样 会把方向偏离了
找真相 不能如此片面

如果要查案
麻烦回到
按发现场
时间点
对剧情
再加以还原

还有动机

Posted by VenFx > 2017-11-13 23:16 | Report Abuse

好好 享受研究 吧。
给你一分钟，
用你的自觉

Posted by Lappier811 > 2017-11-14 00:31 | Report Abuse

Alibaba... Just sit down n watch will do.... As we are not follow frm beginning... Later buta kena....

Posted by coldinvestor > 2017-11-14 06:52 | Report Abuse

Miss alibabacoming，谢谢您的谅解 ！

要证明我的数量， 其实非常简单，我只要把一些数量排再让您能看到的价位就行了。

Posted by Tom > 2017-11-14 10:08 | Report Abuse

coldinvestor 有没有车大炮，这个只有他自己知道
不过重点是我想告诉你别再理venfx这种人了，他就像当年的 saltedfish 整天在 hevea 和 liihen 讨论区里发垃圾回复。。。

Posted by alibabacoming > Nov 13, 2017 10:23 PM | Report Abuse

最近看到有些群说到这只股，刚好我新人经过这里就看到好像有点火药味就停下来了解了解一下和互相学习。
这里不能放火箭 ！！！！

原来V熊是怀疑冷兄的数量和完美炒作手法。

那是要承认冷兄所说的算法是成立的咯，除非有办法推翻他的算法是错的或和之前所说的有所出入。由于疑点归于被告，这项质控不成立：）

第二项控罪是冷兄有没有车大炮他的数量？这。。。。。。。。有点难了，见仁见智了。

Posted by coldinvestor > 2017-11-14 10:16 | Report Abuse

我同意Tom的看法， 个人的买卖行为是无关紧要的。 重要是知错能改， 不要给愚昧和无知封闭了自己。

Posted by VenFx > 2017-11-14 11:16 | Report Abuse

哈哈哈 果然是同一路的
Tom & Cold

怪不得人，先撩者溅

Posted by VenFx > 2017-11-14 11:19 | Report Abuse

反正
Cold的行为啊
人人都可唾之

Posted by VenFx > 2017-11-14 11:27 | Report Abuse

Tom Tom Tom
Whever the mice go, the phantom will be right there.
Pity for his stupidity.
So Clueless about her companion Cold's bad doing.

Posted by VenFx > 2017-11-14 11:27 | Report Abuse

Sis & Bro, 

Bottom fishing coming at 0.710 

A cut above 0.735, poise for a bottom rebound. 
However, the strenght of the swing need to be monitor 
As the force still not driving in full force.

Posted by VenFx > 2017-11-14 11:29 | Report Abuse

Wink Wink !

Buy below the water line 0.720
Dont let EGgs slip away .

Posted by VenFx > 2017-11-14 11:34 | Report Abuse

This most EXPANDABLE ems-vi
Likely to deliver a stable set qtr for it's furure qtr .

As the bos has already said,
250m has already booked for this coming qtr results.

My wild guestimation for its net profit
To be range from $6.6 - $8.8mil .

Posted by wiki123 > 2017-11-14 11:37 | Report Abuse

the best is if they announce > 250m... that will be a surprise... and profit 10mil...

Posted by VenFx > 2017-11-14 11:45 | Report Abuse

During the last qtr. Of fy2017 almost all the unfavourable issue eg. BN Rm policies and hike in min. Salary scheme has been resolved.

Beginning this coming end nov, 1st qtr fy2018
I trust the management would send us some good news.

Posted by Babiyou8 > 2017-11-14 11:47 | Report Abuse

Move to Denko, potential than EG...
http://www.malaysiastock.biz/Blog/BlogArticle.aspx?tid=12640

More Dyson awards later

Posted by VenFx > 2017-11-14 11:49 | Report Abuse

Denko, not now bro...
No doubt Denko will be another Ems-vi Hotshot in the making.

Posted by Albukhary > 2017-11-14 13:12 | Report Abuse

VenFx, no harm here, just asking your opinion.

I know you are a big supporter for EG, but have you wondering why all semi-conductor company has been fly high but EG still at the bottom?

From the first tier player, INARI, VS, GTRONIC, SKPRES, VITROX, MPI, JHM, PENTA, KESM.... till the lousy player like JFTECH, BSLCORP... All have been move minimum 100% - 500%

There must be some reason behind, right? I believe there are a lot of investor out there are smarter than you and me, if we can see the value in EG, how come other people cannot see? Why they risk their money to chase high PE stock like Penta, JHM, why don't they switch their fund to this sleeping beauty EG.

Like myself, I hold a lot of DIGISTAR, and this counter are really sleeping for the past few years, every month it create new 52 weeks low. Since I already wet my hair, I have no choice, I just keep telling myself to believe the director, to believe the company will earn recurring income from its project, to believe the company future, to believe it will secure new project, and believe that one day the share price will rise.

P/s: I hold some EG share as well, so I really keen to know what make you believe in EG.

Posted by VenFx > 2017-11-14 14:39 | Report Abuse

Albukhary bro,

I have put all my views, in my earlier post at below link :
TECH - ATE vs EMS(v.i.) 谁是2018年的下一场黑马 [EG 8907]
http://klse.i3investor.com/blogs/EG8907/131409.jsp

Posted by VenFx > 2017-11-14 14:42 | Report Abuse

EGgsy's continual CAPEX for the earning power,
to coupe with the booming EMS-vi sector.

Else, what make institiutional funds are coming in ?

Posted by Buns > 2017-11-14 15:13 | Report Abuse

Hi VenFX, I read your post but couldn't really find the answer directed to Albukhary's question. I believe the question is quite legitimate and should take be taken into consideration.

EMS has moved. Electronics has moved. Tech has moved.

But why hasn't EG moved? Can you name me another underperformer in the EMS industry besides EG? I can't think of any. So yes institutional funds come in, but they also went into others. So why EG? Why EG only hasn't moved?

Posted by Lappier811 > 2017-11-14 15:21 | Report Abuse

Denko..... at least they are now in client "D" business, they also have subsidiary can support VI. Such as battery pack assembly,tooling, heap filter assembly..... James Foo is the key person.

Posted by VenFx > 2017-11-14 15:32 | Report Abuse

This kind of growth ems sector with temporary laggard suit for my
' dollar averaging investing method ' , it is the different style of invest approached from my previous tech counters (eg. inari / jhm / vis ) before the tech theme has becomed on almost every investor's sight ...

Contrarily, This ems-vi EGgsy which amongts the most laggard one ... has been my picks.

Hope, my answere satisfy your curious ... as i dont know what yours selection criterior and investing style.

Posted by VenFx > 2017-11-14 15:35 | Report Abuse

@ Lappier811 ,
would you furthur clarify bit more on Denko's battery pack assembly ?
tq

Posted by VenFx > 2017-11-14 15:40 | Report Abuse

@Albukhary ,
@ Buns bros

U may try to compare EGgsy's Capex ratio over its market capital ...
That, u may have some clue, why i'm EGgsy's big fan here :)

Posted by VenFx > 2017-11-14 15:58 | Report Abuse

EGgsy's and It's Peers

Vsi : leader 1
Skp : leader 2
Denko : black horse
Uchitec: Coffe fragrance
Pie : Superintendant for Foxxcon
EG : Play on the rite landscape
Geshen: Lile their plastic injection moulding skill ; and dinamically success through m&a .

Posted by Lappier811 > 2017-11-14 16:12 | Report Abuse

Denko originally already have "D" client before take over by James Foo. Nothing much i can share, all i know if they are coming very strong. James Foo own ATA and had been in this business quite sometime and they have quite a big portion of client "D" business. The vol is not less than VS or SKP.

Posted by VenFx > 2017-11-14 16:15 | Report Abuse

Hope if u has more their infos in the Battery pack assembly to be shared here ... all this while, i know only VSi has that advantage in the Battery pack assembly .

Posted by VenFx > 2017-11-14 16:16 | Report Abuse

As it is very powerful advantage in secure more contract from Dyson .

Posted by Lappier811 > 2017-11-14 16:40 | Report Abuse

VenFx, this is their trade secret. the key point is not what they have, but who is managing the company. It is very hard to retain the skillful staff in JB market now, most of the graduate engineer like to work in Singapore. VS and SKP is now trying to use ESOS to retain their key staff. Look like Denko will follow their step. So the share price likely will increase (i guess only) after few Quarter.....

Posted by VenFx > 2017-11-14 16:44 | Report Abuse

Noted & Thx
Lappier811 for the feed back.

Posted by Lappier811 > 2017-11-14 16:46 | Report Abuse

there are quite a few key component, such as clutch assembly, cyclone assembly, brush bar assy and turbo tool assembly....see who do this... then you will know the next booming OEM.