HIL - lower Q4 profit

Impact from slow down in plastic manufacturing business but support by growing property business. Proposed 1.5 sen dividend lower than my expectation 2.5 sen.

Successful value investing start from "wrong decision"

Don't be scare in facing loss. It can make you stronger.

HIL - Rocketing soon?

Still miss the final batch collection.

Sarawak elections stock pick

Stock Picks for Sarawak Elections

SCable - Beneficiary of ramp up in Sarawak’s generation capacity via transmission line contracts. Also looking to supply guardrails and lamp poles for the PBH.

HSL - Marine engineering expertise provides an edge to bid for PBH given Sarawak’s swampy terrain.

CMS - Beneficiary of PBH via construction and supply of aggregates. Also a cement monopoly in Sarawak.

Naim - Said to be top contender (JV with Gamuda) for one of the earlier PBH packages.

TRC - Only Peninsular cont ractor that can bid for state funded jobs. Has competed RM1bn jobs in Sarawak.

Harbour – To benefit from Sarawak’s overall devel opment via increase in demand for project cargo.

HIL - Ready to strike again?

Price stablised at 0.70, collection below 0.70 still a "waiting", might get it or might not. Q4 financial will be released end of this month, expecting better dividend reward.

Who are the real robbers here?

During a robbery, the bank robber shouted to everyone in the bank: “Don’t move. The money belongs to the State. Your life belongs to you.” Everyone in the bank laid down quietly. This is called “Mind Changing Concept” Changing the conventional way of thinking. When a lady lay on the table provocatively, the robber shouted at her: “Please be civilized! This is a robbery and not a rape!” This is called “Being Professional” Focus only on what you are trained to do! When the bank robbers returned home, the younger robber (MBA-trained) told the older robber (who has only completed Year 6 in primary school): “Big brother, let’s count how much we got.” The older robber rebutted and said: “You are very stupid. There is so much money it will take us a long time to count. Tonight, the TV news will tell us how much we robbed from the bank!” This is called “Experience.” Nowadays, experience is more important than paper qualifications! After the robbers had left, the bank manager told the bank supervisor to call the police quickly. But the supervisor said to him: “Wait! Let us take out $10 million from the bank for ourselves and add it to the $70 million that we have previously embezzled from the bank”. This is called “Swim with the tide.” Converting an unfavorable situation to your advantage!
The supervisor says: “It will be good if there is a robbery every month.” This is called “Killing Boredom.” Personal Happiness is more important than your job. The next day, the TV news reported that $100 million was taken from the bank. The robbers counted and counted and counted, but they could only count $20 million. The robbers were very angry and complained: “We risked our lives and only took $20 million. The bank manager took $80 million with a snap of his fingers. It looks like it is better to be educated than to be a thief!” This is called “Knowledge is worth as much as gold!”
The bank manager was smiling and happy because his losses in the share market are now covered by this robbery.This is called “Seizing the opportunity.” Daring to take risks! So who are the real robbers here?

The return of the Gold

"Gold Surges To 1-Year High On Financial Uncertainty Fears"

LONDON (Reuters) - Gold surged more than 4 percent on Thursday to its highest in a year as fears about financial uncertainty, a lower dollar and U.S. Treasury yields persuaded investors to seek refuge in the precious metal.

Traders said financial instability fears were fueled by European bank shares slumping to multi-year lows, with concerns mounting over banks' profitability in a low-growth and low-interest rate environment.

Plantation stocks - overweight

HIL - Global market free fall, a chance to collect 0.70 below

Today is a good chance.

HIL - small batch at huge loss, when buy in strength

Value stock investing always need to be careful of margin of safety, I've a mistake when buying  HIL price when it's movement in strength. Overall with some main batch buy in weakness (around 0.40-0.60), the overall result still in green.


Ideal TP 1.40 still is my roadmap to go, when to achieve is still remain a ?question?. Hope this year the target can be reached. If you with me with HIL, let's us with positive thinking to wait for its value realisation.


Happy CNY to my reader. Wish you all stay happy and healthy always, this is the main value of life. We can loss (book loss) in the market as many times as we are can, but happiness and healthy body cannot loss. :)

PRKCORP <-> MAPS

Will load more PRKCORP. The theme park should be very attractive and cash cow in future once it start generated revenue.

TOPGLOV, KOSSAN, HARTA & SUPERMX

Thailand to cut rubber exports 50 pct from March to August
Thu Feb 4, 2016 3:27am GMT Print | Single Page [-] Text [+]
BANGKOK Feb 4 (Reuters) - Thailand, the world's top rubber producer and exporter, will cut its rubber exports by 50 percent starting March, the Rubber Authority of Thailand said on Thursday.

The International Tripartite Rubber Council (ITRC) said on Thursday that members Thailand, Malaysia, and Indonesia, the world's top three rubber producers, will cut exports by 615,000 tonnes.

"The three countries will cooperate in cutting exports by 615,000 tonnes from March to August," said Chao Songarvut, acting director of the Rubber Authority of Thailand.

Thailand would cut its exports from March to August, said Chao, adding that the move was to drive up  rubber price.

My 2016 predictions

Investors will sell USD in strength and buy commodity in weak like crude oil, palm oil, copper, gold, aluminium etc.

SHELL - What happen when value investing out of order

Quite surprise free fall for value stock.

FINAL WARNING - LAY HONG

HIL - lucky person get 0.695 from unlucky and depressed seller

Let's see any more depressed sellers cutting loss. Why I said so because I believed not many peoples collect below 0.70 previous round. Sellers today should be cut loss position.

Ready to release another 10k to catch price below 0.70.

Sarawak counters for election theme play-just for sharing

Just for sharing