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 Investors Club V10, Previously known as Traders Kopitiam

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johnnyzai89
post Jun 21 2017, 09:34 AM

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QUOTE(dontlosecapital @ Jun 20 2017, 10:34 PM)
no tips..
but i do not want to waste the chance...
i expect 18% of profit, then sell.....
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got gutsy... i likeyyy
johnnyzai89
post Jun 21 2017, 04:28 PM

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QUOTE(Avangelice @ Jun 21 2017, 12:15 PM)
Yeap you just confirmed my hunch that the ship has sailed and I don't wanna be caught like I did with AAX. thank you buddy, it's back to vs industries then
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hmm.. i guess you can invest with the points of expansion, going into nitrile gloves and going into condom

johnnyzai89
post Jun 22 2017, 02:18 PM

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Silk is dividend reinvestment kan
johnnyzai89
post Jul 5 2017, 10:33 AM

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QUOTE(dontlosecapital @ Jul 5 2017, 11:08 AM)
Check with both remiser..
Ipo i can buy,
Need to buy through maybank under e-share, cds account...

Dividend no admin charges...

Can i know, what investment account is no cds one as you said ?
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nominee account
johnnyzai89
post Jul 10 2017, 10:25 AM

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VS at a good price now?
johnnyzai89
post Jul 23 2017, 11:22 PM

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QUOTE(dontlosecapital @ Jul 23 2017, 03:44 PM)
such a quiet stock... for tatgiap 5178,
all the best to you. good luck
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no volume stock//
johnnyzai89
post Jul 27 2017, 06:09 PM

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QUOTE(dontlosecapital @ Jul 27 2017, 06:07 PM)
Loss goreng..
Loss... 1.3%...
Iwcity gain 3%...

Goreng 20% capital... not easy... like rooler coaster...
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lol i like punter hehehehe
johnnyzai89
post Aug 17 2017, 09:07 PM

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Pink Spider also no more liaooo..
i think he sold most of all his sharess
johnnyzai89
post Aug 22 2017, 07:04 PM

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QUOTE(Avangelice @ Aug 22 2017, 04:45 PM)
https://www.cnbc.com/amp/2017/08/18/ron-pau...onceivable.html

My gut is telling me to sell every thing in bursa and lock in my profits. Then come back to sapu all.

vanguard what's your advise
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i think you have to ask yourself.. what if it doesn't.. for a long time

would you stand to lose more or gain more?
johnnyzai89
post Aug 25 2017, 11:15 PM

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QUOTE(contestchris @ Aug 25 2017, 11:56 PM)
To me my investment thesis is based on a long-term horizon. I go into a purchase decision based on one of the following idea of returns in mind:

1) 50% in 2 yrs
2) 100% in 3 yrs
3) 200% in 5 yrs (Tan Chong purchased on this assumption, i.e. I expect the stock price to triple within 5 yrs)

I don't care about downtrend charts.

Now, the stock is trading at depressed valuations. It's at 0.39X P/BV. Can it go lower? Sure. Which is why I put one leg in first. I bought at RM1.82 in May 2017.

I ask myself...do I see Tan Chong Motors in existence in 5 yrs time? I say sure. For a company like this to remain in existence in 5 yrs, it's highly illogical to be able to do so while trading at 0.4X P/BV.

No new model launches till 2018? That's one of the reasons I bought in. If they announced a new model launch, I guarantee the price will jump up 5% almost immediately. Every day we get closer to an eventual new model launch announcement.

Other factors that caused me to buy in:

- USD MYR and JPY MYR exchange rate was roughly +33% from 2014 to 2017, but YTD MYR has stabilized and slightly appreciated. MYR's worst days are over. Tan Chong's raw material costs are all denominated in USD and JPY. This hit bottomlines hard, but it won't get any worse, and there's potential upside here.

- Inventories are being drained out. This is the major hidden reason Tan Chong cannot bring in new Nissan models. Last year their inventories were almost hitting RM2bil, but since then sequentially they have been drained down, to now at RM1.3bil. By year end 2017 it should be under RM1bil and will set the stage of new model introduction.

- Indochina is growing double digits YoY for the past 4-5 years. Vietnam and Myanmar offer a really huge base for expansion. I have been tracking their monthly Vietnam sales figures, and it is up over 100% YTD.

- Favorable macro conditions. In addition to the MYR depreciation and inventory build-up due to ill timed production expansion in 2014, the country GDP growth was on a declining trend since 2014. However we have now had 2 quarters of above expectation GDP growth. At the moment consumer sentiment is still shaky, but it will eventually come back. When? Who knows, but come back it will.

Anyway this is too long a write-up now. Just thought I can share some of my thinking process. Of course not all my investment ideas are premised on these investment thesis. I buy growth stocks (Hevea), turnaround with positive near-term catalysts (Armada), short term underappreciated stocks (AirAsia), and beaten down cyclicals that I believe will eventually double/triple within 3-5 years (Tan Chong, MMHE).
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Nice write up.. i like your thought process smile.gif
johnnyzai89
post Oct 4 2017, 01:31 PM

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tons of telegram stocks group

go download telegram first
johnnyzai89
post Oct 4 2017, 01:36 PM

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-

This post has been edited by johnnyzai89: Oct 5 2017, 03:53 PM
johnnyzai89
post Oct 4 2017, 02:48 PM

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QUOTE(valan @ Oct 4 2017, 02:46 PM)
the link doesn't work on my telegram on the web.
and i can't find the Bull Eye Channel
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it works for me
johnnyzai89
post Oct 20 2017, 08:16 AM

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QUOTE(xXTAUFANXx @ Oct 20 2017, 01:09 AM)
anyone trade global/nyse?
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why?
johnnyzai89
post Nov 2 2017, 02:31 PM

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QUOTE(gark @ Nov 2 2017, 02:37 PM)
Future is coming for these metals..  brows.gif

user posted image

user posted image
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what to buy uncle gark?? smile.gif

Lithium related stocks have run up alot d..
any nickel stocks?
johnnyzai89
post Nov 9 2017, 04:32 PM

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QUOTE(Vanguard 2015 @ Nov 9 2017, 03:35 PM)
As I have always suspected, Tienwah is a bad investment since its fate is tied to BAT. If BAT is dying, so will Tienwah.

The latest 3rd QR of Tienwah which was released today shows a net loss of -270%.
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too bad can't short dem
johnnyzai89
post Feb 24 2019, 05:43 PM

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QUOTE(Vanguard 2015 @ Feb 22 2019, 06:43 PM)
I hope so. It certainly cannot be worse that the last QR where the net profit plunged - 244%.
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dude move to US stocks man.. build your portfolio there
johnnyzai89
post Feb 25 2019, 09:35 AM

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QUOTE(Vanguard 2015 @ Feb 24 2019, 09:24 PM)
Thanks for the advice bro. But I am using FSM unit trusts now for my international exposure. I also have no time to research US stocks.
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buy ETFs lu then.. safe and sound and pretty much sure win in the long run
johnnyzai89
post Feb 27 2019, 01:42 PM

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QUOTE(Vanguard 2015 @ Feb 25 2019, 11:04 AM)
You are right. I bought Genting during its last waterfall. The unrealized gain now is +3.87%.
Thanks for the tip. Food for thought. Any link for Malaysian buying overseas ETF? Thanks.
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Plenty of good brokers. if you wanna know more can pm me.

don't worry not selling anything haha
johnnyzai89
post Jul 26 2019, 02:18 AM

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QUOTE(moosset @ May 25 2019, 01:53 AM)
does anyone use Interactive Brokers? How do you deposit money there?

Do they charge any fees for deposit?
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nope, just regular transfer fees

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