Jason Ngu's comment on ICAP

Jason Ngu · 2023-07-28T11:05:21+08:00

買了icap 快要20 年了。不知还有人比我更长气吗？看来我的命运已經和icap 绑的紧紧了。。我除了買icap也買他買的股。可Hisbicus 这支股是我比他先買的哦！我们可不要一起去Holland 啊。。！

Randomn355

if not maintain the share price @RM3 then reinvestment plan's issue price at RM2.92 will become unattractive

1 Like · 1 year · translate

Kevin Tam

This counter is undervalued since drop below $3.20...

3 Like · 1 year · translate

Randomn355

Now moomoo can trade icap, hopefully more independent investors will buy it.

4 Like · 1 year · translate

Jason Ngu

yes, can use Moomoo to trade and the charges is lower than commercial banks.

especially good to trade US stocks because the charges is far far lesser than commercial banks

Like · 1 year · translate

Jason Ngu

For the first time ever, watch a live broadcast of icapital biz Berhad's Annual General Meeting this Saturday at 12.15PM on Facebook and YouTube

4 Like · 1 year · translate

Jason Ngu

不知有谁参加icap 27/10/24投资日第一场讲座会SAM的公开演讲吗？希望有人分享. 看好SAM 是最令人兴奋的公司之一.

5 Like · 1 year · translate

Paul Paul

if SAM is good, then Icap will ride on the up trend

2 Like · 12 months · translate

Paul Paul

dividend pay today, nice

1 Like · 11 months · translate

Jason Ngu

ex date: 5 Nov 24
pyt date: 4 Dec 24

3 Like · 11 months · translate

Jason Ngu

Nta 也回到RM 3.99
Airasia 表现不错, 加油

4 Like · 11 months · translate

Jason Ngu

nta 3.99-share price 2.87/3.99= 28%

Discount 28%

Like · 11 months · translate

Sharehoarder

我现在就不买，不要让london cash out, 要cash out丢便宜卖，我才进

Like · 11 months · translate

Benny Khoo

COL (City of London) holds 22% of outstanding shares held after disposing ICAP shares, while CDAM (Capital Dynamics) adds 19% to outstanding shares and holds 1.8% at present, according to investor stock services.

2 Like · 11 months · translate

Kevin Tam

Capital dynamics should increase to owning 5% of total share outstanding.. London is trouble maker...

1 Like · 11 months · translate

Jason Ngu

City boy dumps shares probably because he has only 20% voting right. To judge this statement is right then you need to notice whether after dumping to 20% will he still continue to dump or not..

1 Like · 11 months · translate

Jason Ngu

Krono, Bio alpha, Parkson, Salute continue showing negative signal ..

1 Like · 11 months · translate

Kevin Tam

KRONO is not performing n I got bought some KRONO... Yup, Icap also bought parkson...

1 Like · 11 months · translate

Jason Ngu

Dividend Reinvestment Plan for icap shares is RM 2.92 vs current share price RM 2.87

2 Like · 11 months · translate

Jason Ngu

If share price not rebound I take cash not DRP

1 Like · 11 months · translate

Jason Ngu

Wah icap makes Lucrative profit on United Plantation, almost 100%. If no Krono, Parkson, Bio alpha, Salute, then I most probably will top up..

3 Like · 11 months · translate

Jason Ngu

这个价@RM 2.83, 真的流口水.
Discount 30%
明天買入吧！希望買的到,支持Ttb一下.说實在的icap投资大头吋的股,还是表现的不错

1 Like · 11 months · translate

Jason Ngu

City boy卖了接近20%持股了
要是跌破20%的持股,City boy可能会退出icap了

1 Like · 11 months · translate

Paul Paul

byd bye London ass

Like · 11 months · translate

Chow Seong

想要icapital.biz 好，最好击退所有institutional shareholder

2 Like · 11 months · translate

Jason Ngu

可靠而且靠谱的Institutional shareholders 是很不错的，因为他们有大把的资金推上稳住股价。不过London boy 短视，显然不是是这大卡。。

2 Like · 11 months · translate

Jason Ngu

For Dividend Reinvestment Plan
RM 0.10 cents per share, equivalent to RM 14,000,000/RM2.92= around 4.8 millions shares issue.

Now only around one million shares issue, i.e only account for 20% of the intended issue

1 Like · 10 months · translate

Chow Seong

船能载舟，亦能覆舟。
Institutional shareholder 资金多能推上。
恐慌时，也是抛售最快的。

Like · 10 months · translate

Paul Paul

is OK, as long as NAV steadily up

Like · 10 months · translate

Jason Ngu

望窗秋水。
希望2025 icap 會更好

2 Like · 9 months · translate

Paul Paul

每天都在进步的路上，加油

1 Like · 9 months · translate

Jason Ngu

Stubborn Ttb not sell Salute now he needs to bear the responsibility..

1 Like · 9 months · translate

Jason Ngu

Salutica falls as much as 45% after losing Apple suit in KL High Court

3 Like · 9 months · translate

Chohooi Lim

Salutica只是小投资，应把重点放在SAM、KGB、CAPITALA、PADINI、UTDPLT、APM、SURIA、AHEALTH,…

4 Like · 9 months · translate

Kevin Tam

Icap 股价也跌了蛮多。。市场与散户反应过大。。

4 Like · 9 months · translate

Sharehoarder

还会再跌，london还没丢够

1 Like · 9 months · translate

Kevin Tam

London这个时候丢多就不专业不懂股票了。。

1 Like · 9 months · translate

Paul Paul

希望伦敦仔出完票，再见不见

1 Like · 9 months · translate

Jason Ngu

68天前还有2.83, 转眼之间，已到了2.68..他的護国神山SAM 也跌的皮青脸腫了。。

1 Like · 8 months · translate

Jason Ngu

nta 3.7-share price2.68=1.02
1.02/3.7= discount 27%, 心动不心动。。？

2 Like · 8 months · translate

Paul Paul

attractive price must buy before regret

1 Like · 8 months · translate

Jason Ngu

它的强将股价：Sam, Padini, F&N, Ahealth，AAsia全部插水。。

3 Like · 8 months · translate

KH C

Sam qr release today. Looks good.

5 Like · 8 months · translate

Paul Paul

wah, why suddenly up 5 cents today

Like · 8 months · translate

Kevin Tam

这个Icap跌破2.80, 之前相信Icap老板TTB说很稳。。2.75以下可以加码，不过我手上已经蛮多票。

2 Like · 8 months · translate

Jason Ngu

up 5 cents 是technical rebound.
没用的,因为它的强将的股价大都份都插水. 现在Suria 也扒地.

1 Like · 8 months · translate

KH C

等AirAsia, QR应该不错

1 Like · 8 months · translate

Paul Paul

希望能跌多一些，可以收

Like · 8 months · translate

Jason Ngu

omg, Airasia QR 超级烂. Suria 也一样..

Like · 8 months · translate

KH C

Airasia 好多one off charges. Forex loss 不懂多少是unreliased. Aax 的forex loss 大部分是unreliased

Like · 7 months · translate

Kevin Tam

不肯定为何TTB看好波动性特别大的CapitalA。。

1 Like · 7 months · translate

KH C

因为便宜，飞机业务差不多一年有RM1b cash flow, 公司市值才3b。业绩波动大因为飞机是租的，lease liability 是USD, 所以Forex 看起来影响很大，其实不用担心。赚的钱是够给租金，不像covid的时候

3 Like · 7 months · translate

Jason Ngu

icap还有大约RM96,000,000在手上。已投资了大约RM 三億。现金和總投资金额比例是25%

能抄低的现金只有大约25%.
在这风雨飘摇的全球经济，能顶的已经是很不错了。

老巴现金这么多，能投一丁点在icap吗。。？生要看地点和年代。只有勇敢的踏出一步，才有改变人生

Like · 7 months · translate

Jason Ngu

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)

Like · 7 months · translate

Jason Ngu

icap sold Gtronic shares and making a loss

Like · 7 months · translate

Kevin Tam

KGB涨了2-3年，还non profit？Icap有买入F&N?

Like · 7 months · translate

Jason Ngu

Kgb is profit

2 Like · 7 months · translate

Paul Paul

icap got Gtronic meh?

Like · 7 months · translate

Jason Ngu

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)

Like · 7 months · translate

Jason Ngu

他抄低Gtronic抄在半山腰。。接着斩腰。。

Like · 7 months · translate

Paul Paul

damn...... why bought Gtronic....

Like · 7 months · translate

Jason Ngu

His icapital Newsletter did recommend this stock

Like · 7 months · translate

Cheryl LEE

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

1 Like · 7 months · translate

Kevin Tam

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.

Like · 7 months · translate

Paul Paul

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.

3 Like · 7 months · translate

Cheryl LEE

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.

Like · 7 months · translate

Kevin Tam

He could be 75% right for most of his investments , Buffect could perform better when partner Monger was around...

2 Like · 7 months · translate

Paul Paul

yeah, to me, it is making sense

1 Like · 7 months · translate

Jason Ngu

omg 今天大跌0.11 to RM 2.39..

1 Like · 7 months · translate

Paul Paul

more and more delicious

1 Like · 7 months · translate

F@@L愚人

Good la
Drop more

2 Like · 7 months · translate

Paul Paul

if you love this stock when it was RM 3.20+, then u should love it even more now

1 Like · 7 months · translate

Chow Seong

Cheryl Lee, mind to introduce any counter that 100% sure win?
Please....

Like · 6 months · translate

Jason Ngu

icap 有APM, 这支APM 股价可要飞上天了

1 Like · 6 months · translate

Jason Ngu

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

4 Like · 5 months · translate

Sharehoarder

pain, almost 90% loss

2 Like · 5 months · translate

Jason Ngu

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..?

1 Like · 5 months · translate

Jason Ngu

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..

Like · 5 months · translate

KH C

I would buy apple, Tesla and Nvidia...

Like · 5 months · translate

Paul Paul

there is no IF in human life....

Like · 5 months · translate

Jason Ngu

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

2 Like · 3 months · translate

Jason Ngu

Are you moved at this price RM 2.61?

if I was younger, definitely buy some at the price and wait to reap the fruit..

2 Like · 3 months · translate

Paul Paul

good way to value this stock

1 Like · 3 months · translate

Benny Khoo

Price over Book Value

2 Like · 3 months · translate

Jason Ngu

在2.57收了一些, 如有位富爸爸那就更好了

1 Like · 2 months · translate

Jason Ngu

Dividend per share RM 0.1354是很棒的. Dividend yield=0.1354/RM2.60 = 5.2%

2 Like · 2 months · translate

Jason Ngu

好 ? 那我就用你给的数据：

NAV = RM 3.84

股价 = RM 2.60

来套用 ICAP 的创新股息政策公式：

---

1️⃣ 公式

股息 = Base Rate（1% NAV） + Top-up Rate（8% 折价）

Base Rate = 1% × NAV

Top-up Rate = 8% × (NAV − 股价)

---

2️⃣ 带入数值

Base Rate = 1% × 3.84 = 0.0384 ≈ 3.84 sen

NAV − 股价 = 3.84 − 2.60 = 1.24

Top-up Rate = 8% × 1.24 = 0.0992 ≈ 9.92 sen

所以：

\text{年度股息 ≈ 3.84 sen + 9.92 sen = 13.76 sen/股}

3 Like · 2 months · translate

Jason Ngu

为何icap 加倉Padini 呢？加了8,503,350 股. 我想抄作业也抄不得..
我觉得Padini 发展空间不大.
除非突破..

2 Like · 1 month · translate

Jason Ngu

Padini必需突变, 如果能改造成第二个Uniquo,那前景肯定是不错的護城河. 这样了电商服装的生意就威胁不能padini 了..

1 Like · 1 month · translate

Paul Paul

不用抄作业，买icap就好了

1 Like · 1 month · translate

Chohooi Lim

Icap没有加倉Padini，应是分到Padini的红股。

2 Like · 1 month · translate

Jason Ngu

@Chohooi
原来如此, thanks

2 Like · 1 month · translate

Sentan Tan

What’s a lousy performance

2 Like · 1 month · translate

Paul Paul

which lousy stock can give u 5% dividend?

1 Like · 1 month · translate

Paul Paul

london boy keep selling, London back yard is on fire

2 Like · 1 month · translate

Jason Ngu

看来London boy全新全意要退出icap shareholding了

2 Like · 1 month · translate

Johan Khaw

还有17+% 完全退的话股价可能还有的跌

1 Like · 1 month · translate

Paul Paul

london boy is not welcome here, bye bye back to ur grave yard

Like · 1 month · translate

Chow Seong

London sell, we buy!!

2 Like · 1 month · translate

Paul Paul

let's boy London selling down first

Like · 1 month · translate

Paul Paul

look like got steam after the AGM

3 Like · 2 weeks · translate