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:

Aug 8th, 2009 | By | Category:

3 8000 9000 3
800 1100

70%

(BRIC,

10

:
Aug 15th, 2009 | By | Category:

1.
2.

1998
1998

1930

:
Aug 21st, 2009 | By | Category:

700
1 300
50

13 1 3000
1 3000
880 2500

2008 12 31 CDS 390


15 400

400
400 99%

40

1
2

3
4
5
6
7

:
Aug 29th, 2009 | By | Category:

GBH3611 1.25 1.50


18.14% 53.53%

1.50 2.92

1.50

KIMHIN5371
10 1 4

6.59
3.08 96


1998

12

100%

:
Sep 5th, 2009 | By | Category:

40

Bottomline
Revenue)Top LineIncome Statements

bottomline

2000

2000
10 2000 2% 2.5%

bottomline2000

EPS

over-valuedunder-valued

1 EPS
PER
1 1 100 1 100 1

Dividend Yield

Profit & Loss Account

:
Sep 12th, 2009 | By | Category:

Irving Fisher 1929

:
Sep 19th, 2009 | By | Category:

5000 1000 2 10
500 1 10

34
A

:
Sep 20th, 2009 | By | Category:

9 19

6
6

2030%

90%

3 23

1% 100%
10
12 1 Buy American, I Am)
6

:
Sep 26th, 2009 | By | Category:

3.00
0.20 3.00 0.20 15
15 0.20 15 3.00

Latexx

3 9
45 90

Dividend Yield

NTA

IT

:
Oct 3rd, 2009 | By | Category:

10 10 30% 7
10
2(Margin Account),

Margin

Margin
3

:
Oct 10th, 2009 | By | Category:

880 4
4

5
5 15 1

10 10 20 30
5 5

10 8
5

:
Oct 17th, 2009 | By | Category:

20 2
1 5

23

10 3 1 1.1 6

:
Oct 24th, 2009 | By | Category:

50% 100%

1 3 1 5 50%
3 50%
8%REITS) 3 25% 3
25% 1 1.25 3 50%
2.5%
3 7.5%
50%1 5
5 3 1 5 1 200%

200% 50% 4

:
Oct 30th, 2009 | By | Category:

2500 3000

32

521 490 32 14 71
30 41

:
Nov 6th, 2009 | By | Category:

10

2.5%
2.5% 6%
3.5%

(
)


100

880 400 1000

:
Nov 20th, 2009 | By | Category:

:
Nov 27th, 2009 | By | Category:

:
Dec 4th, 2009 | By | Category:

()

(RM000)

(Market Capitalisation)()
()

(Net Tangible Asset NTA)


(Shareholders Fund)

(Tangible Asset)(Intangible Asset)


(Goodwill)(Trademark)

(Choo Bee)( 5797)


11 30 RM1.50 ()
168,152,000( 000 000) 1 6815 2000
RM1.56 1 6800

RM3.40 107,790,000 (
) RM366,486,000 3 6600
( 109,903,000 107,790,000 )

3 6600
1 6800 3 6600
RM1.56 RM1.56 RM3.40 1 6800
3 6600 50%


(Intrinsic Value)

1971 40 2 7 (
) 5.86 2.88%.

:
Dec 12th, 2009 | By | Category:

590 2000 35 119

1997

80
1

23

590
35

:
Dec 18th, 2009 | By | Category:

Momentum

:
Jan 9th, 2010 | By | Category:

2500
5913

(Home Work)


Jan 16th, 2010 | By | Category:

(F&N)

(HLB)(HLFG)

(timing)

50

1997

30%

1929

;

:
Jan 23rd, 2010 | By | Category:


Jan 31st, 2010 | By | Category:

3 5
3 5

1.

3 5

2.

OSK 42.5 1.60 (


9.78 ) 3.87 1 29 1

3.

4.
5

5.

(2008 12 1 )

3 5

JAYA TIASA
(SUBUR TIASA) 170 100

Feb 6th, 2010 | By | Category:

225 5000 13 3000 1 1.7


140 3900 3 800 1 4.8
80 145 8500
6000 41.5% 850 5.8%
4.06%
1.7%

()
()()

bursamalaysia.com

100
100

()

:
Feb 13th, 2010 | By | Category:

()

2
1

:
Feb 20th, 2010 | By | Category:

IOI IOICorp1961

IOI
IOI

2008 1 5970 4310 3690


50%

2005
30%
77%

25 5 4.9% 10 3.9%
5

10
1999 18.1
2008 23.7

2008
54
59
13
22

10 56%
145%
124%
63%
2005

1840 4
1870
1911 M. Adrian Hallet
1911 12 Henri Fauconnier
1917 Fauconnier 1
1925 3,350 2 20,000

60

2008 450 10% 17 7000 60%

57 500
40 30
1963 150
2008 4,310

1963 4%
2008 30%

25

PNB PNB


Feb 26th, 2010 | By | Category:

100 10
1 100
5 20
10 10
100

6000 1 6000
3000 50 RM3060m =RM0.50
6 8
1 2000 3000 50
25 20 10 6 3 8 4

1000 2000


1 10 1000 1

6000 6
1 8000 RM0.8010,000=RM8,000


1 10 1 10 1
9
1 6 6
1 10 6 6000
6 6000

6 1
6000 10 6

1 10 100


Feb 27th, 2010 | By | Category:

10%

Treasury Shares

6000 5400
10%

:
Mar 6th, 2010 | By | Category:

68
4% 30%

3 25 5 20

2.5 5 30

187 2012
1990 5.2%


2001 234 2008 3 1,249 760

2 5000

(FFB)

KLK2445IOIIOICORP1961

GNEALY2372

:
Mar 13th, 2010 | By | Category:

80%

70 90%

(Reits)

()

KSeng
3476 9500 30
4.98
17.10

Eupe6815 1 81 1 2800
1 2 3168 45
5760

45

1997

Mar 20th, 2010 | By | Category:

40


2.5%

2.5% 6% 3.5%

()

NCB ()
NCB (North Port) 95% 5%

1880 120
NCB

12 4 7000 8 1 70

1 4107 30 70% 28 (
7 10 11 4 21 )
NCB 48.78% NCB

5 2005 15 2006 26.5 2007 2008 25 2009 28


8.25% 6.2%
NCB NCB

:
Mar 27th, 2010 | By | Category:

()()
()

20

2
3 1 1 5
3 2

1)
2)
3)
4)
5)
6)
7)

:
Apr 3rd, 2010 | By | Category:

1.
2.
3.

: 1 2000 (Glenealy) 3
2 3000 (Plenitude) 7000
(Melati) 1 7500
5000 KESM

3 (CSC Steel) 1 2000 PIE 4000 (Wellcall)


1 2500 (Zhulian) 60%

:
Apr 10th, 2010 | By | Category:

()

Arank7214
5

1
www.bursamalaysia.com
2005 2005 4 20

2
1998 1 2000 10 8000

6 Tan Wan Lay 45 20 1986


(LB Auminium Bhd.) 1993
(Press Metal)1997
(Shyen Horng Metal Sdn. Bhd) 36.47%
4

(Aluminium Billets)

3 10 6
5

(Google Earth)

55%45%
7


( Income Statements)(Balance Sheet)
2009 7 3 4100 2008 4 7833
30% 824 892 2009 10.30 11.15
2009
4000 50 8000
64
7 4760
3697 (Bankers Acceptances) 1063

8
5
() () () ()
2005 141 9.47 11.84 3.5
2006 239 6.84 8.55 3.5
2007 278 7.43 9.29 3.5
2008 478 8.93 11.16 3.5
2009 341 (8.24) (10.30) 2.0
(2009 )
2005 5 4
824
1620 1620
824

( 2010 7 ) 233 221 454


5.67 7 11.34 45
4
5 4 3.5 824 2
3.5 45
7.8%
9

(Google)(London Metal Exchange)(Aluminium) 10


(Price Graphs)(Primary Aluminium) 10
2008 3000 2008 1000
2500

10

:
Apr 17th, 2010 | By | Category:

2009 400

300
300

()(
)
4
()

:
Apr 24th, 2010 | By | Category:

:
May 1st, 2010 | By | Category:

30

www.bursamalaysia.com

30

++=

:
May 8th, 2010 | By | Category:

(The greater fool theory)

2
()

(To
Trade)(Day Trader)

1998 2009

1998 2008-9

:
May 15th, 2010 | By | Category:

100 3
56

ROE

3 5
35

5600
2

1
67
30

:
May 22nd, 2010 | By | Category:

()(
)

()
()

1000

1000 20% 80%

1000

:
May 31st, 2010 | By | Category:

A B

:
Jun 5th, 2010 | By | Category:

1000 1000

1000
50,000 100 5000

2
3 1000 100
4

:
Jun 12th, 2010 | By | Category:

6 7
1 4652 82

1 3702 72

1 14 1 89

current assets
1 5234 1 6426

8 714
332
32

1296 5809 4

12 31 1 0144 3
31 4 1876

5 9

2009 4000 7 LCD


LCD LCD LCD
LCD LCD

1
3771
5400 5400
9

1988 1997 2001


1 1 1 10 1 36.1
1 1 8174 1

12 1.7 2
1998 2004 12 16 2005
1 6 5 LCD

5 1 80
2006 6 2
2009 27.61% 18.70%

1. 5
2.
3.
4.
5.

6.PIE

:
Jun 19th, 2010 | By | Category:

EQIQ)

30

30

:
Jun 26th, 2010 | By | Category:

300
300

30


300
300

:
Jul 3rd, 2010 | By | Category:

2002 2002
www.bursamalaysia.com.

3
60
3

:
Jul 4th, 2010 | By | Category:

EPSLPS

3
3
1
2

3
CEO

4
1 5 5

3
5000 2

4 30
Value cap


ROE

:
Jul 10th, 2010 | By | Category:

:
Jul 18th, 2010 | By | Category:

1000

70%
1973
259 70%

90%

1
2

3
4

5 10

2 5 10 10
10

3
4
5

5 5 10

:
Jul 24th, 2010 | By | Category:

1
2
3

:
Jul 31st, 2010 | By | Category:

Dividend
Divide

CS SteelZhulian 50

8% 1
10% 18% 6


1
2
Sharehold Fund)
3

3
1
2
3
4

:
Aug 3rd, 2010 | By | Category:

(++)

5
5
59.6% 78.3%

60% 78%

Astro Measat

30% 50%
7 10

:
Aug 7th, 2010 | By | Category:

5
10 10

:
Aug 14th, 2010 | By | Category:

3
1 1
1 1 1
1 1

1 1 2000 8000 1
1 3000 1 3 8000 5000

2000 3000
2000 5000 2000 3000

:
Aug 21st, 2010 | By | Category:

2009 46.57% 495,901,527


435,951,000 1.1375
8 13 17 19 34
20
11 70 7 64

60%

1 6000
6000
1 20% 2000 80% 8000
60% 2000 60% 1200
RM20,000,00060% = RM12,000,000
6000 1200
1200 1000
200
8000 200

8000

8000 200

6000 3
50% 3000
3000 1500 3


Aug 28th, 2010 | By | Category:

1960 (J.Paul Getty) 1929

1968

1 1000
1000

1000

1000

1 (DBS)
50% 1000

DBS

1973 260 70%


30%

S I M I L A R

P O S T S :

:
C O M M E N T S

1.

T O

fa says:
September 16, 2010 at 4:31 pm

41.5% 51.74%
2009 105.17
2009 12 100101 ()

95%

Reply

2.

pica says:
September 28, 2010 at 11:06 pm

:
Sep 4th, 2010 | By | Category:

Kretam1996 8 3
RM1.43 8 23 9 14
5610

RM1.43
2 4448 1984 1 4
3975 3 6073

3 6073 1 4598 (Lahad Datu)


IOI

6500
FFB 24 20
20%
RM1.43
RM1.43244,481,948RM349,609,185
6 30 6500 1
5500
100 5500 3 4960 9185
5500 2 9460 9185 3 6073
8167
8167

6 30 1800
CPO 2600
15 1.43 10
15-20
3 6000 2 22.25
1 5000 15.75

3 6000 1996 2009


2 3500 3 6000 6522
RM2 3525 400036073 =RM6522

2
5000 2010
3 6000
1.62 2010 6 30 3.50
1.43

1.43

10 2003
8 3
6 30 6500
8 3 5700 ICULS
32% 50.11%
50%

:
Sep 18th, 2010 | By | Category:

Zero-sum game
1 10
10

2004 2 1000 Topglove


6 1000 5600 6
RM65600 = RM33,600 6 17 18

18
6

6
Timing
6 18

2004 2009 4 1800 15 2900 3.6


4000 1 7000 4.25

10

10 8-10%


1
5
2
6 ++= 18

:
Sep 25th, 2010 | By | Category:

30 30
30 30

5 30

1
30
5000 5000

100
300 3

:
Oct 2nd, 2010 | By | Category:

5 1000

10

:
Oct 9th, 2010 | By | Category:

Low hanging fruits

10

Per 1 1
20 RM1.00 RM0.20 = 5 5 1

RM
1 5 2
100%

40 2 5
1
80 4 5 1

:
Oct 23rd, 2010 | By | Category:

1.

2.

3.

1.

2.

3.

4.
hidden cost

5.

6.

7.

:
Oct 30th, 2010 | By | Category:

:
Nov 5th, 2010 | By | Category:

600 1000
3000

METROK6114)( KFIMA6491)
Weida2111)Delloyd6505)JTiasa4383
TaAnn5012
Orient 4006
KSENG3476Sindora6106CB CBIP
7076QL7084

()
METROK6114)
4

20 30
4

( KFIMA6491)
60%(Fima Corp)
5 2425 1 8827
2100 80%
1 2355 7000
1 3000

Weida2111)

2007
1 6500 2011

Delloyd6505)

1999 7420 3593.67


2 0651
2004 4295 60% 1
3949.49 (3 4470 )
1 5871 (3 9219 ) 60

JTiasa4383
9 30 5 0424 (12
4603 ) 1 4772 (3 6503 ) 29%
81% 18 0684

TaAnn5012
2 6056 (6
4387 )
2010 4400 (1 0873 ) 53%

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