Permutation

Permutation | Joined since 2022-10-10

Investing Experience -
Risk Profile -

Followers

0

Following

6

Blog Posts

0

Threads

97

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
97
Past 30 days
20
Past 7 days
8
Today
0

User Comments
Stock

2 days ago | Report Abuse

OTB
Hush77,
Yes. I remember the old story.
I bought WTK (Old name Samanda) around 2.00 and sold at 18.00 when Joseph Chong is pushing this stock.
Thank you.

=========================================================================

i am happy for the gurus who manage to spot counters at RM2 and then sold at RM18.00. Good for you.
I am more interested to hear from gurus who screw up big time and lost their pants on one wrong stock. If only they are willing to share so that I can learn from their mistakes. tq

Stock

3 days ago | Report Abuse

WB is still trading at a discount. Perhaps not for long.

Stock

3 days ago | Report Abuse

Kenanga up TP to RM3.40 [ from RM3.28 ]. Not a lot but good enough.

Stock

4 days ago | Report Abuse

Kenanga TP of RM3.28 is very reasonable indeed. Perhaps they may revise upwards tomorrow.

Stock

4 days ago | Report Abuse

Avoid loss making counter? I believe so.

Stock

4 days ago | Report Abuse

yes, finally the results is out. Good Quarter. On track for RM3.28

News & Blogs

4 days ago | Report Abuse

TTB has been bearish on Bursa for years, hopefully his U turn now becomes reality

Stock

4 days ago | Report Abuse

Perhaps Yinson should be compared with Armada?

Stock

1 week ago | Report Abuse

KGB is moving up slowly but surely, two steps up one step down is normal to catch its breath.

Stock

1 week ago | Report Abuse

Well said @dragon328, as long as the project give good returns ,YTLP will be laughing all the way to the bank.

Stock

1 week ago | Report Abuse

Why are there more sellers queueing to sell KGB and also WB ? Yet the price keep inching up slowly instead of dropping?
My take is there are insiders/ analysts/investors who know/ believe the qtr results will be fantastic and therefore buying slowly and able to absorb the selling pressure well. After all they still have a few more days to accumulate before the results are out. Perhaps needs to take a cue from MPI ? ie. buy before the result is out ?? yes!

Stock

1 week ago | Report Abuse

For WB to cross RM1 is a piece of cake. Now focus on RM1.10

Stock

1 week ago | Report Abuse

Soon WB will be trading at a premium instead of discount. Time will tell.

Stock

1 week ago | Report Abuse

KGB WB is trading at a discount and has 2 more years to expiry. Perhaps it is a better buy than the mother share.

Stock

2 weeks ago | Report Abuse

Probably the first person to have spotted YTLP 2 years ago is Dragon328. That was a stroke of genius.

https://klse.i3investor.com/web/blog/detail/dragon328/2022-04-22-story-h1621549755-YTL_Power_is_potentially_a_10x_Bagger

It was then around 70 sen. more people then joinin later. Some at RM1.20 level, Some at RM2 level, More at RM2.50 level and here we are at RM4 staring at RM6. What a great counter. Thank you Dragon328.

Stock

2 weeks ago | Report Abuse

@OTB , TQ
I thought Yinson is one of them. no more?

Stock

2 weeks ago | Report Abuse

"I recommended YTLPower to all readers around 1.10.
I still recommend this share around 2.40 level.
After this level, I did not tell anyone here to buy YTLPower further.
I have been silent on YTLPower share for sometime.
Those bought YTLPower share at 1.10, the profit gain now is around 256%.
I do not need to hide, YTLPower is making a very big gain.
Thank you. "
-----------------------------------------------------------------------------------------------------------------------------
@ OTB, Good job.
Perhaps you can share your current No.1 stock with us ? We can all laugh our way to the bank ? TQ

Stock

2 weeks ago | Report Abuse

To make a PAT of RM1 Billion for FY2024, Yinson need to make a PAT for the 4th qtr of >RM310 M. Is there a management guidance of the Q4 PAT figure?

Stock

3 weeks ago | Report Abuse


@OTB
"FBMKLCI target at 1,550.

Do you know that in January 1994, FBMKLCI was at 1.332 ?
The target at 1,550 is just 218 points higher than 1,332 after 30 years. FBMKLCI increased 16% over 30 years.
JSX CI (Jakarta) was at 370 in 1994, the present index is 7,198. The JSX CI has increased 18.45 times (1,845%) over 30 years.
If KLSE is a bull market in 2024, FBMKLCI will be higher than 1,550 in 2024.
All analysts in Malaysia always undervalued FBMKLCI index."

@ OTB...3 days ago you post this in Ekovest forum
"KLSE is a bull market in 2024.
Uptrend is still intact.
I will buy if the share price drops.
No worry."


Today you said " If KLSE is a bull market in 2024...."
Are you getting cold feet because of the correction the past 2-3 days ??
Care to enlighten as I am confuse with your stance. TQVM

Stock

4 weeks ago | Report Abuse

@OTB, good for you able to make RM1,009,155 in January 2024.
Perhaps you can share what are the stocks you bought in the one month and the entry prices and quantity?
Is it all in YTLpower only ? TQ

Stock

1 month ago | Report Abuse

I bought YTLP because of dragon328, TQVM. To hit RM5 within 12 months is a piece of cake. To hit RM6 in 12 months is a realistic possibility.

Stock

1 month ago | Report Abuse

@Dragon328, Thank you so much for your analysis. As always ,appreciated.

Stock

1 month ago | Report Abuse

Who say Najib pardoned?? rumour only to sell paper?

Stock

1 month ago | Report Abuse

Hang on for 6 months, you would not be disappointed.

Stock

1 month ago | Report Abuse

@Dragon328, with all the new projects in the pipeline what is your 12 months TP for YTLpower? tq

Stock

1 month ago | Report Abuse

Within 6 months my friend. hopefully

Stock

1 month ago | Report Abuse

Tong has got many followers. I see WC at 80sen within 6 months. Hopefully.😊

Stock

1 month ago | Report Abuse

I was told the chart of Insas today closed very bullishly, whatever that means. Perhaps any TA specialist can enlighten us ? TQ

Stock

1 month ago | Report Abuse

Waa.. so many fund managers buying Insas? Last I heard is Mark Mobius. Looks like Insas is heading to RM4.

Stock

1 month ago | Report Abuse

Tong bought Insas in April 2023. Last week he bought Insas WC. I assume the short term outlook for Insas is very good. no?

Stock

1 month ago | Report Abuse

For Tong to buy Insas WC instead of mother share show he is very confident of Insas short term upside.

Stock

1 month ago | Report Abuse

OTB,
"Quote !!
Nvidia and YTLPower partner for USD 4.3 billion AI data centers in Malaysia
Please read the link below.
https://www.datacenterdynamics.com/en/news/nvidia-ytl-power-partner-for-43bn-ai-data-centers-in-malaysia/
USD 4.3 billion = RM 20.00 billion (1 USD = RM 4.65).

Capex = RM 20 billion
Revenue = RM 4.0 billion (20% of Capex)
EBITDA margin 50% = RM 2.0 billion
PAT = 1.44 billion (Assuming 28% tax)
Unquote !!

I do not know the above information is correct or not, the aforesaid information is from my study.
We will know the result in FY 2025 (June) report of YTLPower at the end of 2025.
Good luck."

@OTB, If your projection is true , YTLP should be trading at > RM8 within the next 2 years ?

Stock

1 month ago | Report Abuse

Perhaps it is the right time for the major shareholders to take the company private? no?

Stock

1 month ago | Report Abuse

Thank you for not fighting and focus on Kelington. TQVM

News & Blogs

1 month ago | Report Abuse

@OTB
"Yes, it is my mistake.
I did recommend to buy 30% at 0.40, buy another 30% on correction and add 40% if the share price can cross 0.40 after correction.
I agreed this recommendation report only come out at night.
It is in a hurry, everyone is asking me to buy Insas.
I will be more careful in future, will not recommend if I do not have my strategy plan.
I am sorry."

So it is no longer a buy on WC now ??

Stock

1 month ago | Report Abuse

If 2024 is really turn out to be a bull market, perhaps buying WC is a good option. Risky , for sure if it turns out to be another uneventful year. WC will then perhaps suffer same fate as WB.

Stock

1 month ago | Report Abuse

Very timely advise from dragon328 and others, the risk is a lot higher now if you want to do swing trade. However if you are looking at long term then it is a totally different thing.
The foreign funds came in a big way say at RM2.80 and now its 35% up in such a short time. Perhaps they want to take some profits now?? who knows.

Stock

1 month ago | Report Abuse

yes, dragon328 is certainly the main contributor of YTLP articles. Thank you so much. I am waiting for RM5 before I think if I should sell. No point doing swing trade as I never get to buy back.

Stock

1 month ago | Report Abuse

@OTB
"A cup and handle chart is formed soon.
Super bullish.
I just recommended it yesterday, it shoots up like a rocket.
See you at 0.995 soon.
Good luck.:

Does this stock meets your FA investment criteria??

Stock

1 month ago | Report Abuse

I said before , to hit 4.20 is a piece of cake. one should Hold until at least RM5 before selling. The momentum is far too strong. something big is still cooking. no?

Stock

1 month ago | Report Abuse

If Yinson can deliver an EPS of about 30sen for the next 5 to 7 years, and also able to clear the debt in 5 to 7 years, according to Mr OTB, then potentially, yes potentially, Yinson can be a cash cow after 5 to 7 years? Do I interpret your analysis correctly OTB ?

Stock

1 month ago | Report Abuse

@ OTB, I believe you are recommending a very good counter here. Perhaps we could see a good run going forward soon.

Stock

1 month ago | Report Abuse


"OTB
I recommended Supermx at 3.60 in 2020, the share price went up to a high of 24.50.
I recommended YTLPower at 1.10 - 1.20, I hope the share price can hit at least 4.20 in 2024.
5.00 to 6.00 in 2025.
Good luck in 2024. "

@OTB, Looking at the market momentum RM4.20 in 2024 is a piece of cake. [Based on EPS of 42 sen only PE 10 ]
Do not discount a PE of 15 giving a TP of RM6.30. [ KLCI average PE is 15 ].
That also ignore the hugh potential that the AI deal will bring.

Stock

1 month ago | Report Abuse

OMG....Up a few sen, these two pension fund start to sell??

Stock

1 month ago | Report Abuse

looks like sky is the limit now.

Stock

1 month ago | Report Abuse

Conservatively RM4 by CNY for a PE of 10. no?

Watchlist

2 months ago | Report Abuse

"OTB The technical charts of YTL and YTLPower showed buy signals in March 2023.
I started to look at these stocks after March 2023.
Good quarter results only showed after May 2023. "

OTB,Perhaps you could update if it is still your pick on a quarterly basis? no?

Stock

2 months ago | Report Abuse

Trading at attractive PE indeed. Perhaps if the next qtr results can be as good or better than the 3rd qtr result then it could just take off in late March 2023. no?

Stock

2 months ago | Report Abuse

OTB, is Yinson TA bullish now?? tq