Jason Ngu's comment on ICAP

bppoh75 poh

capital A should be considered as GRAB model, it doesn't capitalised thru the airline service but synergies Airasia network and beyond, it is really glad to see they spin off this airline business

1 Like · 4 months · translate

bppoh75 poh

if Capital A successful listed in US market, it will truly reflect its real value and benefits current holder, BTW, I didn't own any of Capital A

1 Like · 4 months · translate

Jason Ngu

one is doing duopoly biz where the source of biz income is quite certain (aviation). another one is getting capital fund from wall street where the idea is to attract investors who are interested in investing sth involves biz future potential..if i m not mistaken, TTB invests in Capital A is looking for its aviation biz..

Like · 4 months · translate

bppoh75 poh

I see , in that case should swap to AAx liao, lol

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Jason Ngu

but funny thing is that TTB not like AAX biz because he thinks mid to long haul flight biz not good.

now AAx get short haul as well as mid and long haul flight biz, see how Icap handles this ...?

Like · 4 months · translate

Share Hoarder

next qr this month can check their portfolio changed or not

2 Like · 4 months · translate

Jason Ngu

RM 2.88股价已在歷史新高了。
回头看看klci已從歷史新高18xx点（2018年）跌至1500点。。icap 还是很不錯的。

Like · 4 months · translate

Jason Ngu

今天15.1.24股价推上2.88, london boy沒買入。老板也沒買入。.有137000股成交。是誰有兴趣在收集呢。。？

Like · 4 months · translate

KH Chin

刚公布，是伦敦男孩买入

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Jason Ngu

yes, it was london boy bought in yesterday.
yesterday total volume transacted was 137,000 shares, out of this, london boy bought in 116,300 shares.

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Share Hoarder

london eat 1000+ lot, very determined to get into board

1 Like · 4 months · translate

Jason Ngu

today icap has a court case with london boy to determine whether it is valid to restrict foreign shareholding up to max 20% limit..see what is the outcome..

1 Like · 4 months · translate

Share Hoarder

london ate another 1700+ lot yesterday

2 Like · 4 months · translate

Jason Ngu

london boy knows icap is undervalued so he continues to buy in.

wondering why local funds not notice icap is undervalued and also buy in

sometimes i m wondering why sb creates their passive income better than sb else..there is gold mine stay in the place you live but u didn't notice it...

1 Like · 4 months · translate

Jason Ngu

hearing postpone..
but could you figure out why london boy continues non stop to top up the shareholding...?

1 Like · 4 months · translate

Share Hoarder

they want a position in board or kick someone out

1 Like · 4 months · translate

bppoh75 poh

God damn cursed London boys

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Jason Ngu

latest QR (30 Nov 23) showed that Icap bought in big chunks of Hibiscus Bhd and Unisem Bhd sharez for the period from 1 Sept 23 to 30 Nov 23.

If Hibiscus can go up then i think Icap has great potential to cross over RM 3. Btw Warren Buffet also optimistic about O&G ind...

4 Like · 3 months · translate

Jason Ngu

not bad，NAV up 0.09 to 3.67

4 Like · 3 months · translate

F@@L愚人

谁贡献这个0.09? KGB?

2 Like · 3 months · translate

Jason Ngu

kgb, Sam 和AHealth 是最大的貢獻者。

2 Like · 3 months · translate

Jason Ngu

看看它買的Padini @RM 3.5x, 調整的差不多了。我再加倉一些些。對Ttb我还是暪信任他的。可別讓我失望哦。。

3 Like · 3 months · translate

Share Hoarder

3.75 nav

3 Like · 3 months · translate

Jason Ngu

today the happiest person is Icap shareholders because icap has subscribed to Right Issue of Sam at RM 3.60 few days ago and today price is RM 4.30, massive and impressive gain..

3 Like · 3 months · translate

Jason Ngu

it seems Sam outstanding performance will help icap nav to cross-over RM 4 milestone very soon..keep it up icap

2 Like · 3 months · translate

Share Hoarder

3.8 nav discount getting wider

3 Like · 2 months · translate

Jason Ngu

The rising of Icap

Derive massive and impressive gain from United Plantation at today share price RM 23.88..keep it uppp, icap

2 Like · 2 months · translate

bppoh75 poh

APM, KGB, and many many more, ho ho ho

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F@@L愚人

Sam, coming i think unisem too…

1 Like · 2 months · translate

bppoh75 poh

what a great moment for those long term holders

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Share Hoarder

dont happy 1st, as long as price not matching up with the nav, the value still stay locked

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bppoh75 poh

that's also the great deal because mismatch

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Kevin Tam

Among investment of Icap, Krono continue to perform poorly … SAM, KGB, Suria n recently united plantation all gone up quite a lot in past 6-9 months …

1 Like · 2 months · translate

bppoh75 poh

a few great counters, that's already good enough

1 Like · 2 months · translate

Jason Ngu

i have a pleasure to witness Icap cross over RM 3 hurdle probably this few days.

Good luck icap and also thk to London boy for continuing buying in..

2 Like · 2 months · translate

Kevin Tam

London boy keep buying n Icap want to neutralise its influences …

1 Like · 2 months · translate

Share Hoarder

ttb scare they want liquidation

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bppoh75 poh

as long as there's no discount, there's no urgency to liquidise.
let's hope the gap closing up by end of 2024

Like · 2 months · translate

Kevin Tam

From the view of short term investor , London fund moves giving pressure to TTB n forcing him to reduce idle money of the fund. However, London fund already controlled 21-22% of the fund, it may try to change the top management/ CEO of Icap , it may make those medium term investors to have another type of management style or even close down of this closed end fund … Only one close end fund in bursa even though any special situation happens, most probably investors got back close to NAV amount …

Like · 2 months · translate

bppoh75 poh

if this fund is forced to close down, it is a pity for Malaysian retail investors

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Kevin Tam

Yes, Icap is serious about investment n many retail investors just playing short term … Tan doesn’t agree with share buyback scheme, this share buyback can close the gap of share price versus NAV but in real fact don’t creat much value …

1 Like · 2 months · translate

Benny Khoo

TTB thinks the ICAP price is a little high >2.00 therefore buyback does not add value.

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Kevin Tam

Many think TTB too conservative but he got more than 45 years experience plus these 12 months, his pick kind of better than many local fund managers.. especially SAM, Kelington n recently united plantation … his pick of capital A then maybe higher risk…

4 Like · 2 months · translate

bppoh75 poh

there is so much more value investing we can learn from Mr TTB

2 Like · 2 months · translate

Share Hoarder

3.83 nav getting higher

3 Like · 2 months · translate

Jason Ngu

Hopefully Sam and Kgb these two turbo engines will enable Icap to pass through RM 3 hurdle

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bppoh75 poh

still a big gap between asset value and current share price, lot of room to go up

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Share Hoarder

nav 3.93 wow it keep going up

2 Like · 2 months · translate

Jason Ngu

RM3意義是很大,等了大约19年..

3 Like · 2 months · translate

bppoh75 poh

破3了，wow.........

3 Like · 2 months · translate

bppoh75 poh

TTB is the star fund manager of 2024

2 Like · 2 months · translate

Kevin Tam

将的趋势，NAV可能9 个月到一年后破4.80…. 还有蛮多人喜欢在i3investor 和这个平台批评TTB的基金管理手法。。

1 Like · 2 months · translate

Jason Ngu

嗯！因为每個人都有自已的觀點。有趣的是每個決定都有支持者和反對者。

2 Like · 2 months · translate

Jason Ngu

看来icap 已得在大眾的認可。今天的成交量放大，後市看好。。

3 Like · 2 months · translate

Kevin Tam

短期投资思维的不应该批评中期，长期投资者如何投资。。至于share buy back , 虽然是扶持股价的其中一个方法，可是会减少icap手上的可应用资金。。

2 Like · 2 months · translate

bppoh75 poh

now proving he is right

2 Like · 2 months · translate

bppoh75 poh

share buy back is really value added while there is under value, but it further reduce the number of share available in the market, and it defeats the purpose of Icap as it wants to reach out more retail investors

3 Like · 2 months · translate

Share Hoarder

this week nav can reach 4.00?

2 Like · 2 months · translate

Jason Ngu

big chance nav crosses RM 4..stay tuned

1 Like · 2 months · translate

bppoh75 poh

yes, strongly agree

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Kevin Tam

Shareholders should buy in more shares to make the NAV versus price gap to be narrowed to 10-12% in 3-4 month time… :)

1 Like · 2 months · translate

Share Hoarder

3.95, no 4

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Jason Ngu

这回如果Hibiscus 暴涨。。Icap資本粉絲應該可以慶祝了。

3 Like · 1 month · translate

F@@L愚人

破4啦。。……………..

2 Like · 1 month · translate

bppoh75 poh

真的厉害，那么快NAV破4块了

2 Like · 1 month · translate

Jason Ngu

Mr. Ttb said in 5 years from today, klci will be 3000 points ..do you believe?

3 Like · 3 weeks · translate

bppoh75 poh

why not? if good managed, Msia good potential, if good managed

1 Like · 3 weeks · translate

Jason Ngu

好強的Sam, 看来Ttb 可要王者歸來了..

1 Like · 3 weeks · translate

F@@L愚人

哈哈哈！终于吐气扬眉了

还有它去年年尾买的F&B
大概3千万多了

1 Like · 3 weeks · translate

CK Ting

3千点还有一半可以涨 all in了

Like · 3 weeks · translate

Kevin Tam

多数人不相信马股3-4年后有可能涨到2500点，也不奇怪，马股这22-23年连像样的牛市都没有一个。。不过TTB说的政治比之前稳定，慢慢涨到破2000点是可以的。。2300/2400点以上还是比较难吧。。

1 Like · 3 weeks · translate

F@@L愚人

其实马股涨不涨到3000 点，我个人没什么feeling 在自己投资上。
选股不选市。

除非你买index 里面的股吧！
不然其实对投资个股没什么影响。
马股不起也很多个股起。最重要是，起的时候赚到吗？
这是大家可以思考的点

当然，指数起也反映国家经济的好，这个我觉得好事。

祝福大家

2 Like · 3 weeks · translate

Kevin Tam

不过如果马股指数继续涨高（很多人是怕美国如果大跌，马股会不会也大调整）。。如果马股指数继续上涨，破了2000点，然后继续上涨，如Icap老板说的不是短期的牛市，而是连续2-3年的上升趋势的牛市，那个情况（这23年没有发生过）,除了南筹股，大市值股大幅度上涨，2-3线也会大涨。。选股能力变成次重要。。问题还是买气够，这些才能发生。。

Like · 3 weeks · translate

F@@L愚人

TTB 我大概看
他觉得指数会破新高是政治稳定然后外资大举买入。
这种现象短期可以推高股市，毕竟情绪也是股市的爆发剂。
而可以支撑就要看指数成分股那些成熟公司有没有大突破/被换掉有成长的企业。

但是，蓝筹带动二三线这种情绪，在股市也很常见。这点我认同

1 Like · 3 weeks · translate

Jason Ngu

他買的红飞机Airasia 已有点表现.真是胆大心细買了财务困境的Airasia. 成王败寇Airasia 的表现肯定在Icap portfolio 舉足轻重..

3 Like · 3 weeks · translate

bppoh75 poh

TTB is the star in 2023, 2024

Like · 3 weeks · translate

Kevin Tam

Airasia/Capital A 与Parkson都是Icap的portfolio里比较有风险的投资，其他大致上都是基本面好，有潜能的股。。这5-6个月，它的NAV得确涨的快。。

2 Like · 2 weeks · translate

F@@L愚人

这是他的理由

可以看看这个live

https://www.youtube.com/live/yxxE8NRKR9s?si=AosrToI_H-K6O-o8

1 Like · 2 weeks · translate

Share Hoarder

wow,4.17 nav

1 Like · 2 weeks · translate

Jason Ngu

好消息是London boy 已好久沒買入這股了（最後一次是在21/3/24), 可这支股還在持續的上涨. 显然这股已得在大眾的認可. 这是很好的狀況.

4 Like · 2 weeks · translate

bppoh75 poh

London boy will keep buying as long as the gap is obvious

1 Like · 2 weeks · translate

Jason Ngu

今天index有氣沒力似的..可你看icap的勢頭, 真的是頑強啊..！RM 3.45 起一分.

如果发覺discount gap 低於20%, 那買家可能要買直到靠近NAV close gap 价..

祝我们好运

1 Like · 1 week · translate

F@@L愚人

真的很强!
NAV 一直起

3 Like · 1 week · translate

Share Hoarder

4.26 !! nav power recently

2 Like · 1 week · translate

Siew Foong Mah

continue to hold or to sell when price higher...?

1 Like · 1 week · translate

Kevin Tam

这两天加码了Icap。。应该还会继续涨。。

4 Like · 1 week · translate

Share Hoarder

london dispose

1 Like · 1 week · translate

bppoh75 poh

bye bye London, don't come back

1 Like · 1 week · translate

Kevin Tam

原来是London 丢票，所以跌破3.30。。

3 Like · 1 week · translate

Jason Ngu

我要加碼

4.26-3.24=1.02
1.02/4.26 discout 24%

这几天unisem 和kgb走勢還不錯.

下星期RM 3.24 top up some 只可惜子彈已不多了..

4 Like · 1 week · translate

Benny Khoo

wondering if ICAP stock price ever reach NAV value based on past/historical

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F@@L愚人

2005 after IPO share price trade above NAV…

3 Like · 1 week · translate

F@@L愚人

I used current NAV and the different between share price and NAV, DY around 3.9%…

Not bad ..

1 Like · 1 week · translate

Benny Khoo

ICAP's current NAV is 4.26 and the current price is ~3.27. The gap is (4.26-3.27)/3.27, 30%.

Like · 1 week · translate

Benny Khoo

NAV and price of QQQ ETF in the U.S. had been traded marginally ~0% diff from 2014 to 2023 right based on Morningstar report

Like · 1 week · translate

Benny Khoo

U.S. ETF is more efficient than Malaysia ICAP, ETF is more liquid than ICAP?? ETF is diff from closed-end funds?

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Kevin Tam

Icap continue uptrend n holding few stocks have good momentum to go up, even though these 3 days NAV versus share price gap wider to 21-22%, buying interest should narrow the gap to below 16%..

4 Like · 1 week · translate

Jason Ngu

不知不觉Sam已到RM 6.2

icap 買了大约22.7 million shares @RM 6.2 =RM 140 million, coincidentally icap issue capital is RM 140 million.

牛逼啊！

4 Like · 1 week · translate

F@@L愚人

今年的AGM股东们肯定眉开眼笑了
出席人数估计增加
还有investors day…

3 Like · 6 days · translate

F@@L愚人

nav up again

4 Like · 5 days · translate