【专题讨论】大馬股神逐個談: 重温有20亿新币身家的新加坡股神

Mr.Business

原帖由 Mr.Business 于 13-9-2007 04:05 PM 发表
有个私人基金，常常在报纸介绍股票，不知道各位CARI网友知道这基金的存在吗？
他们是Kumpulan Sentiasa Cemerlang (KSC)。
http://www.ksconline.com.my/index.cfm?fuseaction=menu

KSC的Head of Research，Choong Khuat Hock时常在The Edge, The Star介绍股票，我的印象中他有介绍海鷗， 长青。。。

不知道各位CARI网友觉得他们讲的话可不可信，他们的背景是怎么样的?

Thursday August 2, 2007

Analysts: Malaysian economy still sound
......
Kumpulan Sentiasa Cemerlang Sdn Bhd stock research head and partner Choong Khuat Hock said emerging economies such as Malaysia, Vietnam and South Korea had strong reserves and good growth to “weather this storm”.


Choong Khuat Hock

He said these economies were financially stronger than, for instance, Britain, which had high trade deficits and large personal debts.

“The yen-carry trade is expected to have a bigger impact, but we expect the sell-down to be a short-term phenomenon,” he said, adding that Malaysia continued to chart good growth with the support of sustained oil prices, among other factors.
......

http://biz.thestar.com.my/news/story.asp?file=/2007/8/2/business/18476017&sec=business

[ 本帖最后由 Mr.Business 于 18-12-2007 02:08 PM 编辑 ]

Mr.Business

原帖由 Mr.Business 于 13-9-2007 04:05 PM 发表
有个私人基金，常常在报纸介绍股票，不知道各位CARI网友知道这基金的存在吗？
他们是Kumpulan Sentiasa Cemerlang (KSC)。
http://www.ksconline.com.my/index.cfm?fuseaction=menu

KSC的Head of Research，Choong Khuat Hock时常在The Edge, The Star介绍股票，我的印象中他有介绍海鷗， 长青。。。

不知道各位CARI网友觉得他们讲的话可不可信，他们的背景是怎么样的?

Malaysian Stocks Gain, Led by Bumiputra, Ranhill; Scomi Jumps

Updated : 05-09-2007
Media : Bloomberg
Story By : Chan Tien Hin

Sept. 5 (Bloomberg) -- Malaysia's stocks rose on speculation the government will cut personal income taxes and boost public spending in the 2008 budget, to be announced this week. Bumiputra-Commerce Holdings Bhd. led gains by banks.

``There may be some goodies to boost domestic consumption; Malaysia can't rely on exports as the engine of growth,'' said Choong Khuat Hock, who helps manage $117 million at Kumpulan Sentiasa Cemerlang Sdn. in Kuala Lumpur. ``Consumer stocks like banks and property will be among the biggest beneficiaries.''
......

http://www.biznewsdb.com/english ... =7&bulan=09&kw=wwqq

[ 本帖最后由 Mr.Business 于 18-12-2007 02:09 PM 编辑 ]

origen

原帖由 Mr.Business 于 13-9-2007 04:05 PM 发表
有个私人基金，常常在报纸介绍股票，不知道各位CARI网友知道这基金的存在吗？
他们是Kumpulan Sentiasa Cemerlang (KSC)。
http://www.ksconline.com.my/index.cfm?fuseaction=menu

KSC的Head of Research，Choong Khuat Hock时常在The Edge, The Star介绍股票，我的印象中他有介绍海鷗， 长青。。。

不知道各位CARI网友觉得他们讲的话可不可信，他们的背景是怎么样的?

常常在 the edge 读到他的评论，好象在他推荐海鸥时，也有表明他有这股。。虽然说有老黄卖瓜的嫌疑，但是内容还很中肯。

[ 本帖最后由 Mr.Business 于 18-12-2007 02:09 PM 编辑 ]

Mr.Business

原帖由 origen 于 13-9-2007 04:19 PM 发表
常常在 the edge 读到他的评论，好象在他推荐海鸥时，也有表明他有这股。。虽然说有老黄卖瓜的嫌疑，但是内容还很中肯。

哦，是的。他常常在The Edge的 Small Cap Corner介绍公司，介绍的公司有Kwantas, AIGB, Hai-O，长青。我觉得他介绍的不错，所以想问问大家知道他们吗？

[ 本帖最后由 Mr.Business 于 18-12-2007 02:10 PM 编辑 ]

8years

原帖由 Mr.Business 于 13-9-2007 04:05 PM 发表
有个私人基金，常常在报纸介绍股票，不知道各位CARI网友知道这基金的存在吗？
他们是Kumpulan Sentiasa Cemerlang (KSC)。
http://www.ksconline.com.my/index.cfm?fuseaction=menu

KSC的Head of Research，Choong Khuat Hock时常在The Edge, The Star介绍股票，我的印象中他有介绍海鷗， 长青。。。

不知道各位CARI网友觉得他们讲的话可不可信，他们的背景是怎么样的?

回报率比composite还要烂，竟然刚拿1，000，000+++++的工钱

[ 本帖最后由 Mr.Business 于 18-12-2007 02:12 PM 编辑 ]

origen

原帖由 origen 于 13-9-2007 04:19 PM 发表
常常在 the edge 读到他的评论，好象在他推荐海鸥时，也有表明他有这股。。虽然说有老黄卖瓜的嫌疑，但是内容还很中肯。

记得在文中他很重视海鸥的直销业，针对马来人市场。其实我对海鸥有所保留。。不过从文中懂得它直销业做的很好。。也对的它有所改观。。

[ 本帖最后由 Mr.Business 于 18-12-2007 02:12 PM 编辑 ]

origen

原帖由 origen 于 13-9-2007 04:19 PM 发表
常常在 the edge 读到他的评论，好象在他推荐海鸥时，也有表明他有这股。。虽然说有老黄卖瓜的嫌疑，但是内容还很中肯。

因为八年在它一个帖子说进入它网站找不到它有海鸥股票－－＂。。更好笑的事，介绍那么多好股，自己却没有买，haio更不在投资组合里。。＂

而我却曾说＂。。常常在 the edge 读到他的评论，好象在他推荐海鸥时，也有表明他有这股。。＂

这让我有些羞愧。。所以就想找回这篇报道。。顺便检验自己老化的记忆力。
今天终于找到那期的the edge，（　AUG １３，pg ４６） 在文章的最终处--有一段disclosure ：KSC and its directors may have investments in securities mentioned in the article

一般the edge 建议投资想法时很多少有disclosure，好比这期介绍superlon，Choong Khuat Hock他没有这注明disclosure，
所以他介绍海鸥时才会让我有一些印象记住。。

[ 本帖最后由 Mr.Business 于 18-12-2007 02:14 PM 编辑 ]

Mr.Business

原帖由 origen 于 18-9-2007 12:13 PM 发表
因为八年在它一个帖子说进入它网站找不到它有海鸥股票－－＂。。更好笑的事，介绍那么多好股，自己却没有买，haio更不在投资组合里。。＂

她的网站找不到她有海鸥股票，不代表她没有海鸥的股票。。。
她的网站只有两个fund的资料，可是我知道她还有个KSC Strategic Fund。。。

PS：我个人认为她应有投资海鸥。

[ 本帖最后由 Mr.Business 于 18-12-2007 02:14 PM 编辑 ]

origen

原帖由 origen 于 13-9-2007 04:19 PM 发表
常常在 the edge 读到他的评论，好象在他推荐海鸥时，也有表明他有这股。。虽然说有老黄卖瓜的嫌疑，但是内容还很中肯。

一直来，我对海鸥有一种接近无知的偏见。。认为它的成长有极限（大马华人市场），不过，这文章改变我的看法。。它在友族直销市场真的有潜能，弥补它的缺点，很可能是它的终极的武器。。

[ 本帖最后由 Mr.Business 于 18-12-2007 02:18 PM 编辑 ]

Mr.Business

原帖由 origen 于 18-9-2007 12:13 PM 发表
因为八年在它一个帖子说进入它网站找不到它有海鸥股票－－＂。。更好笑的事，介绍那么多好股，自己却没有买，haio更不在投资组合里。。＂

而我却曾说＂。。常常在 the edge 读到他的评论，好象在他推荐海鸥时，也有表明他有这股。。＂

这让我有些羞愧。。所以就想找回这篇报道。。顺便检验自己老化的记忆力。
今天终于找到那期的the edge，（　AUG １３，pg ４６） 在文章的最终处--有一段disclosure ：KSC and itsdirectors may have investments in securities mentioned in the article

一般the edge 建议投资想法时很多少有disclosure，好比这期介绍superlon，Choong Khuat Hock他没有这注明disclosure，
所以他介绍海鸥时才会让我有一些印象记住。。

给那些有兴趣知道origen兄提的的文章的网友作为参考。

Hai-O empowering Malay women
13 Aug, 2007
Source: The Edge
BY CHOONG KHUAT HOCK

Hai-O is an intriguing company run by its equally enigmatic founder Tan Kai Hee. At 70, Tan is a picture of health, a testament to Hai-O's Chinese herbs, medicated wines and medical treatment. Tan, a well- respected figure in the Chinese community, started his corporate life late after spending eight years in jail for his socialist beliefs.

After his release in 1973, Tan, already in his late 30s, was jobless and decided to start a business importing goods from China. With support from his socialist friends, business took off. Deng Xiaoping (1904- 1997) said, “to be rich is glorious”, and in Tan's case, it was never too late to get rich.

Hai-O is now one of the largest importers of Chinese wines, herbal products, medicine and tea. Around 40% of its earnings come from the wholesale and retailing of Chinese products. It has over 100 large wholesalers, 2,000 retail customers and 56 outlets. Hai-O is also the first Chinese healthcare company in Malaysia to achieve GMP (good manufacturing practice) standards for the manufacture of food supplements and traditional pharmaceutical products.

The company is one of the largest traders and investors in pu-er tea, which is said to possess health benefits. The tea from Yunnan is widely collected by the Chinese as it is one of the few teas whose price and quality increase with time.

Hai-O is the sole distributor of many famous pu-er tea brands. The fastest growing division is the multi-level marketing (MLM) division, which has been growing over 40% per annum in the last three years and accounted for around 60% of Hai-O's net earnings in FY2007 ended April 30.

Other interesting points about Hai-O include the fact that its chairman, Tan Sri Osman Cassim (a former diplomat and Southern Bank director), speaks Mandarin fluently and that 95% of its MLM members are Malays. In fact, Hai-O has generated so many Malay millionaires (mainly women) that it was recently given an award by the Ministry of Entrepreneur and Co-operative Development for its contribution as a non-bumiputera company towards bumiputera entrepreneurship.

Precious resource
What is the secret to Hai-O's MLM success? When i attended Hai-O's award ceremony recently, I was surprised to see that over 75% of those achieving top sales were motivated Malay women, many of whom are young attractive millionaires. It appears that Hai-O has successfully targeted the Malay market, which has been overlooked by many other MLM companies. As Hai-O sources its products directly unlike some US-based MLM companies, it is able to pass the benefits of a lower-cost structure to its MLM members, an altruistic socialist trait that has also motivated its MLM members to sell harder and recruit more members.

This pool of motivated Malay women is Hai-O's precious resource. They are fiercely loyal and grateful to “chairman” Tan, and top achievers are given free tips to many destinations, including Mecca. During the award ceremony, an imam was also present to exhort the need for balancing material wealth with spiritual wealth. Positive Islam influences coupled with social ideals is indeed a winning formula that is far superior to the pure pursuit of wealth and the search for the ephemeral “self-actualisation” as promoted by other MLM companies.

Why the predominance of women MLM members? Vanity sells and it is not surprising that Hai-O's top selling products are slimming and health products, which women may be more comfortable discussing with other women.

Hai-O currently has an MLM distribution force of around 70,000 and this number is growing at a rate of 1,000 a month. It is also looking to replicate its successful model in Indonesia by early next year. Prospects look bright as it well be able to use its pool of motivated and articulate Malay women to gain converts in a country that looks up to Malaysia and speaks the same language.

Even without taking Indonesia into account, Hai-O's growth momentum in Malaysia remains strong. Net profits from its MLM division grew an impressive 146.2% from RM5.2 million in FY2006 to RM12.8 million in FY2007. There is still ample scope to grow its MLM revenues, which at RM99.7 million in FY2007 is less than 18% of Amway's FY2006 revenues at RM554.8 million.

Valuation
Those looking for defensive growth will appreciated Hai-O. Defensive companies do not often post strong growth- however, Hai-O's MLM success has ensured a strong growth momentum with a doubling of profits in FY2007. Hai-O's operations generate a cash flow of close to RM30 million a year. Around 70% of its sales are in cash and due to good credit control and management, its receivables in FY2007 declined despite higher sales.

The company will hold an extraordinary general meeting soon to approve a one-for-five bonus issue and has received Securities Commission approval for its proposed transfer listing from the Second Board to the Main Board.

Hai-O has amassed cash reserves and short-term investment of around RM45 million, amounting to 65 sen per share. This has enabled the company to pay a generous dividend per share of 18 sen for FY2007. Assuming a dividend per share of 20 sen for FY2008, Hai-O would provide an attractive yield of 6.6%.

Based on consensus earnings per share forecast of 34.9 sen for FY2008, the shares are trading on a prospective price-earnings ratio of only 9.8 times, which is a lot lower than the PER of the largest MLM company in Malaysia, Amway, at 16 times FY2007 earnings. Stripping out its cash per share of 65 sen, its FY2008 PER is even lower at 7.3 times. Pegging Hai-O's operations on a PER of 12 times and adding back its cash would yield a valuation of around RM4.50 per share.

Hai-O means “seagull” in Mandarin. Indeed, its prospects are soaring on fair MLM winds fulled by a blessed mix of socialist sharing and capitalist motivation.

Disclosure: KSC and its directors may have investments in securities mentioned in the article

http://en.hai-o.com.my/new/press_releases.asp?catID=24#

[ 本帖最后由 Mr.Business 于 18-12-2007 02:15 PM 编辑 ]

senarsenal92

我想上CANDLESTICKS的课程,有谁可以介绍我?
ALOR STAR最近来了个"张信华老师",不知道好不好?
有谁上过它的课,请告诉我详情,多谢........
(我是ALOR STAR人)

xiaoyuer82

原帖由 senarsenal92 于 25-11-2007 11:29 AM 发表
我想上CANDLESTICKS的课程,有谁可以介绍我?
ALOR STAR最近来了个"张信华老师",不知道好不好?
有谁上过它的课,请告诉我详情,多谢........
(我是ALOR STAR人)

这种 课程就不用去上啦。。。  买书看就行的了。。。 乱浪费钱罢了。。

xiaoyuer82

原帖由 布衣神相 于 10-2-2007 01:40 PM 发表
看来
社会一堆无料成名人士很多

喜喜  来八卦 下下  习惯就好啦  。。 真的那么厉害 就免费教人 赚钱啊 。。。   还说什么一大堆什么 鸟话。。。。  瓜瓜瓜。。

senarsenal92

我拭过看书,已经交出不菲的学费了

senarsenal92

请帮忙给我意见,我到底该不该去? 我的朋友上过它的课后,真的在股世捞了不少钱

kitkatlow

我建議你跟年朋友學好了。
另外，請你問清楚，他介紹你去上有沒有賺介紹費的。。。

triangel0

看来这里技术派的比较多



不知老巴私底下有没有偷偷地看candlestick

[ 本帖最后由 triangel0 于 25-11-2007 12:39 PM 编辑 ]

senarsenal92

很坦白－－－－－有

kitkatlow

你認爲一個可以教會人賺大錢的課程，需要靠付介紹費這種伎倆來招學生嗎？

xiaoyuer82

原帖由 kitkatlow 于 25-11-2007 01:53 PM 发表
你認爲一個可以教會人賺大錢的課程，需要靠付介紹費這種伎倆來招學生嗎？

真的是有的　　至少我今天赚的都是当初花钱去学的。。。