Laksa K1nG's comment on KOTRA. All Comments

Laksa K1nG
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queue 3.19 le....dunno can get tao ma... yesterday queue 3.18 didn't get ....lol
Laksa K1nG
too bad yesterday didn't direct buy at 3.23.......Sigh....
Like · 3 years · translate
ching wei kok
This stock can hold for long term... dun expect it will fly high
Like · 3 years · translate
Laksa K1nG
I think latest Qr is quite below market expectation.... yesterday n today shoot up I thought was good qr coming....
Like · 3 years · translate
Laksa K1nG
Company mentioned about recognition of deferred tax credit arising from probable utilisation of unabsorbed capital allowances and industrial building allowances in preceding quarter. means what? over estimated capital allowance? claimed extra on preceding qr then this quarter paid back? lol
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Like · 3 years · translate
Yuron Long
Quinn, seem like uncle Cold Eye no longer holding MBSB. https://www.marketscreener.com/business-leaders/Siling-Fong-0C5S7H-E/biography/
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Laksa K1nG
Yuron, I didn't bought mbsb...lol and the link seems can't load...
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Laksa K1nG
did u take profit ? or still holding mbsb?
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Laksa K1nG
by the way, what's your view for this kotra latest Qr? sales drop few qr Liao...
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Yuron Long
Quinn, I didn't buy MBSB due to its lower ROE, I bought AGESON and BPLANT(which I sold too early) instead. You have to use computer to view the link.
Like · 3 years · translate
Yuron Long
Currently, Uncle Cold-Eye holding JOHOTIN(3,000,000 - 0.97% - 1,140,780 USD), FPI(3,000,000 - 1.21% - 1,140,780 USD), SALUTE(10,360,000 - 2.67% - 1,009,789 USD), KOTRA(1,350,000 0.91% 1,000,728 USD), RCECAP(2,000,000 0.53% 914,560 USD), INNO(2,100,000 0.44% 502,887 USD), HOMERIZ(2,000,000 0.67% 389,900 USD)
Like · 3 years · translate
Yuron Long
Sales drop maybe due to their Appeton brand products too expensive??
Like · 3 years · translate
Laksa K1nG
Yuron, Appeton brand from ahealth right? ahealth sales just drop a bit.... kotra drop a lot....
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Laksa K1nG
sometime medicine expensive is means quality and also pyhso comfort when u bought it....hahahaha when u need supplements, normally u won't choose most cheap one right ? human weakness lai..... hahahaha
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Laksa K1nG
wow coldeye got inno n homeriz lo... I only knew johotin, fpi,salute, kotra n rce Nia...
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Yuron Long
Do you know why Cold Eye invested over RM4mils in penny stock SALUTE, a loss making company? Could you share your analysis of the counter? What potential the counter has that I can't see?
Like · 3 years · translate
Laksa K1nG
i also dont see any reason y cold eye bought salute, even shoot up about 0.9x he also still holding until now... bluetooth got any trend ? if and only if bluetooth earphone suddenly boost up demand? more ppl during exercise listening music? Salute got mention about logitech, but as my self gamer, we prefer Razer... and experienced gamer n professional gamer also wont go for wireless products. Wired is more stable,
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Like · 3 years · translate
Cy
Logitech have a lot of household and office demand. Besides that office and household demand is more and wider than gamer’s demand. So Bluetooth business is actually expanding as many people is already wfh. You can also see that nowadays people are choosing convenience. Cold eye have a bigger picture. That’s what I can say.
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Like · 3 years · translate
Laksa K1nG
Hi CY, I'm not sure Logitech is high demand from office user n household, but to me, gamer will change their keyboard, mouse, earphone sooner a lot than office n household use. iPhone is great, but every year ppl change to new iPhone, and we rarely to see ppl q to buy any android product.
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Like · 3 years · translate
Laksa K1nG
for bigger picture, it's depend how far u look at it, petrol is sunset business, but how far? petrol still on demand? if your picture bigger enough, u may all in Tesla? just sharing ya.... no offense.
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Laksa K1nG
as myself also newbie, I don't have the knowledge or higher intelligence to judge cold eye, i dunno what is his actual point to buy salute really....he is my Sifu from books. i got all his books. lol
Like · 3 years · translate
Cy
No worries hahaha. I just share what I think about the motive of cold eye only.
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Vincent Tey
Quinn so did u get it at ur target price since the tide is slightly lower now?
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Laksa K1nG
Hi Vincent, i didnt bought kotra, as latest qr is below expectation.... thats why even below 3.0 i also mot interested now. but this stock still in my watchlist....hehehe
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Laksa K1nG
the price shoot up before qr came out, after qr this kotra start drop until now.....
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Vincent Tey
When the tide goes away only u see the true value of the company. They are quite aggressive in local advertising. Fundamentally good company.
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Laksa K1nG
Kotra grwoth rate is insane for these years, definately worth higher PE, but sales figure is slightly dropping... im waiting coming qr.... dont miss this counter...
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