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 Investors Club V9, Previously known as Traders Kopitiam

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TC-Titan
post Dec 7 2015, 03:31 PM

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QUOTE(Le Don @ Dec 7 2015, 03:01 PM)
He did

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From that article or even all of his articles and speeches, which sentence did he publicly accredited OTB or any of his remisiers and advisors for his fortune now? Not that it matters but I want u to be sure u know what u're saying. Maybe my English comprehension n memory is failing me, but I recall he never mentioned any such thing. OTB on the other hand does go around to advertise his trainings n say how he made KYY rich based on his teachings.
Le Don
post Dec 7 2015, 03:56 PM

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QUOTE(TC-Titan @ Dec 7 2015, 03:31 PM)
From that article or even all of his articles and speeches, which sentence did he publicly accredited OTB or any of his remisiers and advisors for his fortune now? Not that it matters but I want u to be sure u know what u're saying. Maybe my English comprehension n memory is failing me, but I recall he never mentioned any such thing. OTB on the other hand does go around to advertise his trainings n say how he made KYY rich based on his teachings.
*
My bad

He did mentioned OTB one or two times in his articles, but he did not accredited him fully for his stock picks or his golden rule.

However, there is not much difference between KYY and OTB's stock picks for this year. So we can assume it's thanks to OTB he managed to earn 100 million from 10 million despite his previous bad picks Mudajaya, Jtiasa and Rsawit in 2013-2014. I guess he had cut his loss and moved his money to OTB's counters in 2014 and 2015

This post has been edited by Le Don: Dec 7 2015, 03:58 PM
Boon3
post Dec 7 2015, 04:13 PM

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QUOTE(TC-Titan @ Dec 7 2015, 03:31 PM)
From that article or even all of his articles and speeches, which sentence did he publicly accredited OTB or any of his remisiers and advisors for his fortune now? Not that it matters but I want u to be sure u know what u're saying. Maybe my English comprehension n memory is failing me, but I recall he never mentioned any such thing. OTB on the other hand does go around to advertise his trainings n say how he made KYY rich based on his teachings.
*
Why la.....


laugh.gif


...and oh...
..respect I have none for either....

whistling.gif
TC-Titan
post Dec 7 2015, 04:57 PM

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QUOTE(Boon3 @ Dec 7 2015, 04:13 PM)
Why la.....
laugh.gif
...and oh...
..respect I have none for either....

whistling.gif
*
Dun mind sharing who u respect or look up to that has substance and integrity? smile.gif
Boon3
post Dec 7 2015, 05:07 PM

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QUOTE(TC-Titan @ Dec 7 2015, 04:57 PM)
Dun mind sharing who u respect or look up to that has substance and integrity? smile.gif
*
Look it's the bloody stock market (let's be blunt) laaaa......

so who do you want to respect?





so people like KYY and OTB....

what's there to respect?


TC-Titan
post Dec 7 2015, 05:35 PM

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QUOTE(Boon3 @ Dec 7 2015, 05:07 PM)
Look it's the bloody stock market (let's be blunt) laaaa......

so who do you want to respect?
so people like KYY and OTB....

what's there to respect?
*
Lol!! biggrin.gif

It's a dog eat dog world when it comes to the stock market. So I can understand u're no longer keen on interested in respecting anyone other than focusing to build and multiply your own wealth.

I will tell u some of the people who I look up to then: peter lynch, warren buffet, Charlie munger, Carl Icahn, Walter schloss, kcchong and fong siling. I'm sure there is no need to explain why I look up to them but they serve more of a reminder or source of inspiration of what I still can accomplish in my life time in the stock market.
Boon3
post Dec 7 2015, 05:53 PM

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QUOTE(TC-Titan @ Dec 7 2015, 05:35 PM)
Lol!! biggrin.gif

It's a dog eat dog world when it comes to the stock market. So I can understand u're no longer keen on interested in respecting anyone other than focusing to build and multiply your own wealth.

I will tell u some of the people who I look up to then: peter lynch, warren buffet, Charlie munger, Carl Icahn, Walter schloss, kcchong and fong siling. I'm sure there is no need to explain why I look up to them but they serve more of a reminder or source of inspiration of what I still can accomplish in my life time in the stock market.
*
LOL!

Sorry I do not have the energy to delve into all this....

if you think this is the path you wish to choose....

good luck!


biggrin.gif
cooldownguy86
post Dec 8 2015, 12:19 AM

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uncle kseng recorded 100mil forex gain wor. w the forex gain looks attractive. ah seng also now looks like ah moi liao
TC-Titan
post Dec 8 2015, 07:05 AM

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Today O&G counters shud be interesting.I think will have more sales coming soon.
tehoice
post Dec 8 2015, 09:56 AM

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QUOTE(TC-Titan @ Dec 8 2015, 07:05 AM)
Today O&G counters shud be interesting.I think will have more sales coming soon.
*
so how is it going?
Le Don
post Dec 8 2015, 02:40 PM

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Bought more PoHuat at 1.84 today. Average 1.79

Recent news were very bearish for oil and RM hmm.gif

This post has been edited by Le Don: Dec 8 2015, 02:47 PM
TC-Titan
post Dec 8 2015, 04:21 PM

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QUOTE(Le Don @ Dec 8 2015, 02:40 PM)
Bought more PoHuat at 1.84 today. Average 1.79

Recent news were very bearish for oil and RM  hmm.gif
*
Good job yo. Seems like quite a few interesting articles/blogs on Pohuat in I3.
A lot of expectations from a lot of people for them to do very well for 4th qtr results.
Any idea what happened to their property development project? Put on hold for now or will be commencing soon?

QUOTE(tehoice @ Dec 8 2015, 09:56 AM)
so how is it going?
*
Not as per my expectation. I wanted most of the prices to be in deep red hahaha laugh.gif

Lurker
post Dec 8 2015, 04:24 PM

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Noob question
Now 1 lot equals how many units?
ILoveLalat.net
post Dec 8 2015, 04:28 PM

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QUOTE(Lurker @ Dec 8 2015, 04:24 PM)
Noob question
Now 1 lot equals how many units?
*
1 Lot = 100 Units

By the way, Instaco looks like rising only for today and maybe tomorrow. And high activity in other selected main board small caps.

This post has been edited by ILoveLalat.net: Dec 8 2015, 04:30 PM
Le Don
post Dec 8 2015, 05:12 PM

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QUOTE(TC-Titan @ Dec 8 2015, 04:21 PM)
Good job yo. Seems like quite a few interesting articles/blogs on Pohuat in I3.
A lot of expectations from a lot of people for them to do very well for 4th qtr results.
Any idea what happened to their property development project? Put on hold for now or will be commencing soon?
No idea. Maybe put on hold because of the soft market in properties

Seems like expectation is huge for this coming qtr results. Hopefully, no disappointment hmm.gif

This post has been edited by Le Don: Dec 8 2015, 05:15 PM
TC-Titan
post Dec 9 2015, 07:25 AM

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QUOTE(Le Don @ Dec 8 2015, 05:12 PM)
No idea. Maybe put on hold because of the soft market in properties

Seems like expectation is huge for this coming qtr results. Hopefully, no disappointment  hmm.gif
*
Bro, I was doing a fair bit of thinking and simulations on Pohuat.

We already know for a fact that the fire incident cost about RM11m in Aug'15.
We don't know whether the Comp has successfully managed to get the claim before Oct'15 ends.
Based on the above we can safely assume there will be around a RM11m write-off of Fixed assets and inventory.
We also know that the Comp is incurring more cost to do 2 x 10 hour shifts instead of the normal 12 hour shifts = higher staff/labour cost in order to meet current order of goods.
Even if forex gain and sales volume does go up significantly QoQ and YoY, the above cost has made a huge dent to the margins and most of the fundamental aspects, however this is just a temporary matter.
Once they get their insurance claims back and refurbish/replace all the fixed assets they have lost and perhaps expand further then things will start rolling again big time.

So long story short, must be cautious a bit on what to expect for 4th qtr results...
There could be more pleasant or unexpected surprises which may happen since this is the final qtr results.
Reassess your exit plan strategies (time frame and price).

Just my 2 cents.

PS: go check out SHH.

This post has been edited by TC-Titan: Dec 9 2015, 07:46 AM
TC-Titan
post Dec 9 2015, 09:30 AM

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This Arank banyak cute. One moment up one moment down then now up again. Let's see how much further the price can go up. overall, fundamentals still seem good to me.

This post has been edited by TC-Titan: Dec 9 2015, 09:31 AM
Le Don
post Dec 9 2015, 09:38 AM

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QUOTE(TC-Titan @ Dec 9 2015, 07:25 AM)
Bro, I was doing a fair bit of thinking and simulations on Pohuat.

We already know for a fact that the fire incident cost about RM11m in Aug'15.
We don't know whether the Comp has successfully managed to get the claim before Oct'15 ends.
Based on the above we can safely assume there will be around a RM11m write-off of Fixed assets and inventory.
We also know that the Comp is incurring more cost to do 2 x 10 hour shifts instead of the normal 12 hour shifts = higher staff/labour cost in order to meet current order of goods.
Even if forex gain and sales volume does go up significantly QoQ and YoY, the above cost has made a huge dent to the margins and most of the fundamental aspects, however this is just a temporary matter.
Once they get their insurance claims back and refurbish/replace all the fixed assets they have lost and perhaps expand further then things will start rolling again big time.

So long story short, must be cautious a bit on what to expect for 4th qtr results...
There could be more pleasant or unexpected surprises which may happen since this is the final qtr results.
Reassess your exit plan strategies (time frame and price).

Just my 2 cents.

PS: go check out SHH.
*
Thanks for the warning. I have collected enough. Will wait for end of December for the qtr result before doing anything.

Despite the fire, i think the strengthening USD, weakening oil price and the US Furniture demand will still help Pohuat to deliver a reasonably good quarter result and thus exceeding the 2013's net profit.

Btw, i compared SHH and Flbhd's financials. It seems like Flbhd is just a liitle bit better. What do u think? hmm.gif

Flbhd SHH
PE 11 12
DY 4.6 4.2
ROE 17 11

This post has been edited by Le Don: Dec 9 2015, 11:26 AM
SUSPink Spider
post Dec 9 2015, 02:42 PM

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Plantation bull rclxms.gif
TC-Titan
post Dec 9 2015, 03:09 PM

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QUOTE(Pink Spider @ Dec 9 2015, 02:42 PM)
Plantation bull rclxms.gif
*
U mean your taan izzit haha
Don't think so. I think it's more on sarawak election theme play.

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