 | Blog: SUPERMAX: WILL IT BE TAKEN PRIVATE? Jan 19, 2021 11:32 AM | Report Abuse There is no way Supermax will be privatised.
When a company is listed on Bursa, it attains extra prestige. Why stop at 20 years of profitable listing status when you can enjoy another 20 more years? Very few companies can achieve the premier status of many years of not suffering losses.
If the Thais want to privatise, they would've done that last year when prices were even cheaper at below RM5. That would have ensured even more profits to be enjoyed, instead of sharing with thousands of other shareholders now.
Seems like people are desperate to support the price of Supermax shares that privatisation can be used as a speculative reason to buy the shares now. |
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| Blog: SC new guidelines- Does any of so called "GURU"s complying?? Jan 18, 2021 12:56 PM | Report Abuse Unlicensed "gurus" are aware that whenever they put disclaimers like "for sharing purposes only" or "for education purposes only", they will not be caught under "giving unlicensed investment advice".
They know SC can't get them, because if SC were strict, no one would be able to post their views on stocks without a license. |
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| Blog: Gloves - Some Significant Problems with JP Morgan's Report Jan 16, 2021 3:27 PM | Report Abuse Your article is more persuasive than GillianTan78's name-calling article. |
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| Stock: [FRONTKN]: FRONTKEN CORP BHD Jan 14, 2021 7:37 PM | Report Abuse Good news for Frontkn. Exciting growth story. |
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| Stock: [GENTING]: GENTING BHD Jan 14, 2021 12:31 PM | Report Abuse Still patiently waiting for my TP to materialise. Although MCO will definitely adversely affect Genting in short-term, Covid-19 is definitely not long-term. No idea when Covid-19 will end, this year? Next year? But when it does, Genting would not stay at multi-year low prices anymore. |
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| Stock: [KRONO]: KRONOLOGI ASIA BHD Jan 14, 2021 12:15 PM | Report Abuse When cup & handle formed, see naik or not? |
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| Blog: Vivocom: The Wonderkid? Jan 14, 2021 11:46 AM | Report Abuse Why take interest on Vivocom, when you have so many other wonderful companies to choose from? |
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| Tan KW's Portfolio: Stock Pick 2021 - enigmatic Jan 1, 2021 7:53 PM | Report Abuse Online trolls like stockraider have no substance in their arguments. All they can do is launch ad hominem attacks on others. Very low class thinking. |
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| Stock: [BABA]: BABA ECO GROUP BERHAD Jan 1, 2021 11:31 AM | Report Abuse I thought this BABA is that Alibaba... It's not. |
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| Tan KW's Portfolio: Stock Pick 2021 - enigmatic Jan 1, 2021 11:27 AM | Report Abuse To whom it may concern:
Inspired by iCapital.biz's Section D: The CD Timer, this paper portfolio serves as reference to gauge the performance of 2020's stockpicks over the next 1 year.
Interestingly, with the exception of Airasia & KGB, the remaining stocks are not picked by other participants of Stock Challenge 2021 thus far.
Note: I have vested interest in some stocks in this list. |
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| Tan KW's Portfolio: Stock Pick 2021 - enigmatic Jan 1, 2021 10:56 AM | Report Abuse Thank you, Tan KW for amending the list & wishing you a Happy New Year! |
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| Blog: Stock Pick Year 2021 - Table of Content (All OPEN seat have been taken. Please submit if you have a reserve seat) Dec 31, 2020 11:13 PM | Report Abuse Thank you for your hard work, Tan KW.
Just wanna point out that I made a mistake. My apologies. The rule states that: Each participant CANNOT INVEST > 30% of capital on any single stock.
My portfolio's Bioholdings has exceeded the 30% limit with 40%.
To comply with the rules of 30% max per stock, can I lower the 40% Bioholdings to 30% & increase 20% Airasia to 30%? |
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| Blog: Stock Pick Contest Year 2021 - How it works? (All OPEN seat have been taken. Please submit if you have a reserve seat) Dec 31, 2020 4:55 PM | Report Abuse Goinvest88, your link doesn't seem to work |
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| Blog: Stock Pick Contest Year 2021 - How it works? (All OPEN seat have been taken. Please submit if you have a reserve seat) Dec 31, 2020 4:50 PM | Report Abuse enigmatic's submission:
Bioholdings 40%
Airasia 20%
Kgb 13%
Padini 12%
Hpmt 7%
Wellcall 5%
Suria 3% |
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| Blog: Tradeview Commentaries - To Glove With Love, Merry Christmas Dec 25, 2020 1:12 AM | Report Abuse Took me a while to understand the scenario.
So, FocusMalaysia(FM) posted an article labelling one of Tradeview's article as "deceitful". FM thinks the media hasn't written negative things selectively to run down the glove industry. FM thinks the media acts as check & balance, report good news when glove companies earn plenty and report bad news when certain glove companies have poor treatment of employees. FM feels Tradeview is misleading people to think the media is biased against glove companies.
Now, Tradeview being labelled "deceitful" is hurt. "Deceitful" is a strong word. It may damage one's credibility & insinuate bad intentions. If Tradeview writes its articles in good faith, without its content bluffing readers, FM may have misinterpreted & inadvertently described Tradeview as "deceitful". |
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| Blog: Stock Pick Contest Year 2021 - How it works? (All OPEN seat have been taken. Please submit if you have a reserve seat) Dec 25, 2020 12:32 AM | Report Abuse Just commenting here to remember to participate on 31 Dec 2020. |
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| Stock: [TOPGLOV]: TOP GLOVE CORP BHD Dec 9, 2020 11:11 PM | Report Abuse In times of panic and irrationality, approach your investments in a rational manner. Do not let fear or greed rule. |
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| Blog: Fear of Missing Out (FOMO) (错失恐惧症) Dec 8, 2020 12:51 PM | Report Abuse Good and concise |
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| Stock: [GENTING]: GENTING BHD Dec 6, 2020 11:45 PM | Report Abuse Seems like my TP of RM5.16 can be achieved within a shorter time than my estimated 2 years. |
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| Stock: [HARTA]: HARTALEGA HOLDINGS BHD Dec 6, 2020 11:40 PM | Report Abuse EPF is quietly collecting while others are still worrying about Hartalega |
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| Blog: PROLEXUS (8966) WHY ICAPITAL BIZ SUDDENLY EMERGED IN TOP 30 SHAREHOLDERS OF PROLEXUS? Calvin Tan Research Dec 6, 2020 11:38 PM | Report Abuse From what I heard from my friend, icapital.biz may have sold all shares from Prolexus since its name is absent from the top 30 shareholders list. |
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| Blog: Grateful People Are Happy and Healthy - Koon Yew Yin Dec 1, 2020 10:05 PM | Report Abuse I like this article by Uncle KYY, especially the following quote:
What are you grateful for today? This question will have different answers for different people, and your answers could change every day. You could be grateful for that delicious dinner you had, for having good friends, or for the fact that the sun is shining and you can spend time outside.
If you want to be happy and healthy, be grateful. |
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| Stock: [HARTA]: HARTALEGA HOLDINGS BHD Nov 27, 2020 10:41 PM | Report Abuse "If you are not willing to own a stock for 10 years, do not even think about owning it for 10 minutes." |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Nov 26, 2020 3:27 PM | Report Abuse Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥,
Your portfolio consists of mainly growth companies acquired for the long haul, so I'm rather curious on your decision to invest in icapital berhad. This is the outlier in your collection of companies. |
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| Stock: [ARBB]: ATURMAJU RESOURCES BHD Nov 25, 2020 12:18 AM | Report Abuse TalkNumberOne,
Obviously I'm not as intelligent as the ones who invested in ARB, bcause they know something I don't. All I can do, is to raise my questions to potential shareholders of ARB.
Again, if the best investment analysts in Malaysia gives a pass on ARB, surely there must be cogent reasons? |
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| Stock: [ARBB]: ATURMAJU RESOURCES BHD Nov 24, 2020 6:39 PM | Report Abuse If a loss-making timber company can become a profitable IT company in a short span of time, why hasn't any investment bank covered this stock yet?
Interestingly, despite the handsome profits, its cashflows are low, and even negative at times, with plenty of receivables. Why is it so?
The wiser ones would know the answers straightaway. |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Nov 21, 2020 1:35 AM | Report Abuse "With every company, there is something to worry about, but the question is, which worries are valid and which are not?"---Peter Lynch |
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| Blog: Jaks Resources - Please Do Not Ask Me Again ! Nov 21, 2020 1:20 AM | Report Abuse If you like power plant companies, would you rather invest in MFCB with proven profits with yearly dividends, or potential earnings from JAKS which has never paid a dividend? |
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| Stock: [JAKS]: JAKS RESOURCES BHD Nov 14, 2020 4:22 PM | Report Abuse demusangking is correct, I also can't see it in i3 Malaysia, but i3 Singapore can |
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| Blog: (CHOIVO CAPITAL) KRONO (0176) - Is it Alibaba (Alibaba Cloud)? (SUMMARY) Nov 13, 2020 6:30 PM | Report Abuse The company really is Baidu.
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3104979 |
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| Stock: [GENTING]: GENTING BHD Nov 4, 2020 10:48 PM | Report Abuse I've never gambled in Genting. But now, I'm betting on Genting.
The fact that Genting's market cap today is smaller than Genm (11.476bil vs 12.173bil) hints that Genting is undervalued.
Using sum of parts valuation, Genting has almost 50% of Genm (6 bil), 50% of GentingSing (10bil), 55% of Genp (4.8bil), which is approx. 20bil (RM5.16). Historically, Genting has earned 3bil a year against Genm's 1bil.
I hope for mean reversion. Shareholders like me need to be patient and believe things would eventually normalise in the coming years. |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Oct 21, 2020 12:45 PM | Report Abuse ahhuat56,
I understand where you're coming from. But I kinda disagree with your phrase of 'all investors'. Personally, I think ICAP is not meant for all investors. One cannot expect it to rise exponentially in months, as opposed to tech or glove stocks.
"Investing in ICAP is like planting a bamboo tree, which takes years to grow."
IMO, if investors want a fast growing tree with fruits (read: dividends), invest in a papaya tree, where you can enjoy its fruits in the short term, probably like gloves or something. |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Oct 21, 2020 12:22 PM | Report Abuse observatory,
Mr. Tan Teng Boo is synonymous with ICAP. This close end fund cannot even use the name "iCapital" if you seek to boot out Mr. Tan & Capital Dynamics. Think of it as kicking Mr. Warren Buffett out of Berkshire, when Berkshire's stock selection are based on Mr. Warren's value investing ideas!
Next, if you pay out all the cash as dividends, where will you get funds to buy shares for ICAP's portfolio? Borrowings? Rights issues? But I do get your point that ICAP may want to pay a token dividend to shareholders if there is no better use for the cash. My take is that, ICAP may want to follow Berkshire's way of not paying dividends. |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Oct 21, 2020 12:09 PM | Report Abuse cnman53,
I agree with some of your comments, eg tossing out the trash & the unfortunate events of the dual-listing.
But letting City of London (COL) be appointed as our Directors is against the idea of ICAP's inception. ICAP was meant to be a long term investment, based on Capital Dynamics' ecletic value investing. COL's intention is to liquidate the fund for short term return. Since the majority of ICAP's shareholders are holding it for, say 10-20 years, COL is not the preferred choice as Directors. |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Oct 21, 2020 11:59 AM | Report Abuse tatooking32,
Let me ask you a question first, would you have shut Berkshire shut down in 1974 bcause of its 48.7% loss? What about its potential to rise in the years to come?
On Nestle, yes, ICAP did missed out. But buying PETDAG was a wonderful decision, no? Sometimes, we win some, we lose some. |
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| Stock: [PADINI]: PADINI HOLDINGS BHD Oct 15, 2020 11:01 PM | Report Abuse Padini's online sales is small compared to its physical stores sales, if not mistaken. But buying Padini shares now means plenty of waiting time. |
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| Blog: ALL SORCHAI CHASING RUMOUR STOCKS LIKE ASB WITHOUT CHECKING ITS FUNDAMENTAL WILL BE SLAUGHTED, Calvin Tan Oct 14, 2020 11:40 AM | Report Abuse Once in a blue moon, the Pied Piper of i3investor does some good to the community |
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| Stock: [MRDIY]: MR D.I.Y. GROUP (M) BERHAD Oct 11, 2020 1:22 PM | Report Abuse My gut feeling tells me this IPO is gonna be undersubscribed. Unless opening day is being goreng-ed up, I don't think retailers are willing to pay more for this IPO which benefits mainly the insiders. |
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| Blog: (Tradeview 2020) - Long Term Value Pick 5 : Hartalega Holdings Berhad (5168) The King of Nitrile Gloves Oct 11, 2020 1:20 PM | Report Abuse Understood. Thanks for the prompt reply! |
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| Blog: 4 MALAYSIA COMPANY STOCKS OF VALUE. 1. LUXCHEM. 2. JAYA TIASA. 3. NAIM. 4. NETX, Calvin Tan Oct 10, 2020 7:32 PM | Report Abuse The pied piper is still on the loose.
Still planning to bring more mice to Weser River, eh? |
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| Blog: (Tradeview 2020) - Long Term Value Pick 5 : Hartalega Holdings Berhad (5168) The King of Nitrile Gloves Oct 10, 2020 7:30 PM | Report Abuse @tradeview,
How do you define long-term? 1 year? 5 years? 10 years? |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Oct 10, 2020 12:36 AM | Report Abuse dumbMoney Remember that by implication, existing shares in the portfolio are considered better investments than all the other shares out there by the fund manager, that's why he is still keeping them. So buying more of them at a great discount should be a no-brainer for shareholders.
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That explains why TTB bought back SAM & APM. Kinda gutted he didn't utilise more cash in the first half of 2020 to acquire more shares. |
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| My Golden Rule of Investing Oct 9, 2020 11:40 PM | Report Abuse Let me guess, Penta & TopGlove? |
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| Blog: NAIM (5073) At 74.5 sen is Giving a 18 Sen Dividend soon. That means Rm180 per share or 24.1% Yield (equals to 13 months int rate of 1.75% in Malaysia Oct 1, 2020 4:04 PM | Report Abuse See this before buying calvintan's recommendation https://klse.i3investor.com/servlets/pfs/131750.jsp |
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| Stock: [KMLOONG]: KIM LOONG RESOURCES BHD Sep 29, 2020 3:22 PM | Report Abuse Mac 2020, MalaccaSecurities rated SELL, tp RM0.86,
Sep 2020, MalaccaSecurities rated BUY, tp RM1.76.
What has drastically changed in a short period of 6 months? So much change that that requires a 100% increase? |
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| Stock: [HAIO]: HAI-O ENTERPRISE BHD Sep 20, 2020 12:12 AM | Report Abuse HaiO can rise if it reports better financial results, or like in the case of Bioalpha, having big new contracts. |
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| Stock: [ARBB]: ATURMAJU RESOURCES BHD Sep 20, 2020 12:04 AM | Report Abuse If this company is as "great" as its balance sheet, why aren't the investment banks providing research coverage on it?
Is it a case of "ada udang di sebalik batu"? Find out who's behind the company.
Now, is it Real Gold or Fool's Gold? |
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| Stock: [NETX]: NETX HOLDINGS BHD Sep 18, 2020 9:58 PM | Report Abuse Rights Issue coming. Shareholders of NETX are trapped between a rock and a hard place. |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Sep 7, 2020 12:10 AM | Report Abuse 'Cause we're living in a world of fools
Breaking us down when they all should let us be |
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| Stock: [ICAP]: ICAPITAL.BIZ BERHAD Aug 29, 2020 5:10 PM | Report Abuse "Wealth isn't just about filling your treasure chest.
It's also about having peace of mind, security and sleeping soundly at night.
Our funds are designed with this in mind." |
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