Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
8 top holdings in term capital investment is:-
1) Kgb(investment status till now-profit ）
2）Padini (profit)
3) Sam (Profit)
4) Capital A (loss)
5) United Plantation (profit)
6) F & N (loss)
7) Suria (profit)
8) Hibiscus (loss)
ya, Icap bought Globetronic @ around RM1.++(guess base on QR data 31 Aug 24) for 1,200,000 shares and sold somewhere between Sept 24 to 30 Nov 24@ RM0.9 to RM 0.50(guess)
Ttb cannot admit his mistake la.
He always use glove as an example to show how good he predicted the plunge of glove stock.
When people ask him during AGM regarding the lost about BioHdlg, salute, Parkson krono. He said this is small lost in total pro-folio. He cannot admit his mistake.
Bio lost 11m
Krono lost 11m
Worse than glove stock
Attend 1 time enough the AGM
Krono n parkson are his mistake. He normally doesn't speculate, that explained why he didn't buy glove counters during 2020 even he known they would go up then would drop for 1-2 years.
no one can get 100% right on stock selection, if he can do 60% right pick ( which I think he did more than that) ,then the combination can grow healthy in long term.
Warren Buffett not 100% also, so is Munger.
No one can get 100% right. This is true.
The problem here is, when he is right, he keep repeating how good his analysis, how bad people invest in glove stock. 马后炮。
When people ask him the bad investment he did, he just said this is part of my small investment. He don’t want to explain more, he can’t face it.
He also said Icap fund return very good cause cannot invest in US share.
The fact is, look at all his global profolio, some even worse than FD Return.
incur substantial loss on Bioalpha Holding Bhd
bought 49,057,600 shares at average cost of RM 0.266 per share, now only worth RM 0.03 per share.. almost all 打水漂..cry
if you compare Icap with Axis Reit, Axis Reit share price performance is better than Icap.
They listed ipo almost at the same time in Years 2005, Icap ipo price RM 1.1 while Axis Reit ipo price RM 1.25
After almost 20 years, now icap share price is RM 2.55 (nta RM 3.58), while Axis Reit share price RM 3.88 (before bonus share 1:1), nta RM 3.30( before bonus nta) not counting Axis Reit consistently gave 4.78% DY
if you have opportunity to choose at Year 2005, which one will you choose..?
Forgot to mention today Axis Reit reach the historical high at RM 3.90 (RM 1.95 after bonus price) but icap share price still lagging..look like Sam is the Ttb mostly hope counter with potential to overtake Axis Reit..
Nta = 3.82 as at 23/7/25
it means if Icap liquidate and you so lucky and buy today 25/7/25) @ 2.61, you instantly get RM 1.21 and get 46%profit(3.82-2.61)/2.61
The 7.8% dividend is dependent on the discount between price and NAV maintaining until the next QR. Price is currently depressed because of CoL selling and NAV surged because the semicon/AI names (Dufu, KGB, SAM, Unisem) are near their 52-wk high. Once either (or both) of this change, the discount will narrow and DY will fall.
Okay Jason Ngu, the CAGR of the share price is RM1 till present? Are there any dividends? Their shareholdings are contained in the yearly annual report?