Jason Ngu's comment on ICAP

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 · 6 months · translate

F@@L愚人

真的很强!
NAV 一直起

3 Like · 6 months · translate

Sharehoarder

4.26 !! nav power recently

2 Like · 6 months · translate

Kevin Tam

这两天加码了Icap。。应该还会继续涨。。

4 Like · 6 months · translate

Sharehoarder

london dispose

1 Like · 6 months · translate

bppoh75 poh

bye bye London, don't come back

1 Like · 6 months · translate

Kevin Tam

原来是London 丢票，所以跌破3.30。。

3 Like · 6 months · 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 · 6 months · translate

Benny Khoo

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

Like · 5 months · translate

F@@L愚人

2005 after IPO share price trade above NAV…

3 Like · 5 months · 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 · 5 months · 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 · 5 months · 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 · 5 months · 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?

Like · 5 months · translate

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 · 5 months · 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 · 5 months · 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 · 5 months · translate

F@@L愚人

nav up again

4 Like · 5 months · translate

Jason Ngu

有kgb和sam这两支当红炸子鷄，看来icap後勁可
期

4 Like · 5 months · translate

Jason Ngu

NAV 4.53了。。。

Like · 5 months · translate

bppoh75 poh

NAV up like rocket

1 Like · 5 months · translate

Jason Ngu

omg

Salute官司不乐观。

Like · 4 months · translate

Sharehoarder

salute is for goreng one

Like · 4 months · translate

Jason Ngu

上个季报小筆買了Shangri-la Hotel 300lots@ RM 2.0x

1 Like · 3 months · translate

F@@L愚人

哈啊哈！我今天收集SAM第一批

Like · 3 months · translate

Jason Ngu

Sam是好股. 我也想加码,可这价位（RM 6) 我觉得高一些些...安全边界不够高. 我在3.60right issue插水价位吃一点就没有机會再加了..

Like · 3 months · translate

Jason Ngu

London boy 昨天再卖..
是不是看到美股Nasque 大跌也加入抛售..？

Like · 3 months · translate

Chohooi Lim

可能故意压低股价以便获得较高股息。

Like · 3 months · translate

F@@L愚人

Wa! JASON你的SAM赚到满满哦！恭喜发财

Like · 3 months · translate

Jason Ngu

没啊F@@L, 那时right issue插水，在RM 3.60買2lots(2000 units) 建倉，不敢大買因为那时不知operator 洗盘目标价在那。。之後股价一直上涨的大快，就没机會再加倉。。

Like · 3 months · translate

Sharehoarder

im pretty sure london just cashing out for gain, they cant throw entire 30m share, not enough buying liquidity

Like · 3 months · translate

Kevin Tam

They should hold less than 15% of total outstanding shares n don't disturb the management of I Cap..

1 Like · 3 months · translate

bppoh75 poh

if london ass is out, that's great news and I will double up

1 Like · 3 months · translate

Sharehoarder

try estimate how much nav drop at this market selloff

Like · 3 months · translate

bppoh75 poh

NAV drop,but stock price still in discount

Like · 3 months · translate

Jason Ngu

icap護国神山,Sam tumbles meaning NAV also tumbles..

Like · 3 months · translate

Jason Ngu

要是再来一次风暴,icap已没什么钱抄底了. 截止31 May 24, 只剩下大约八千多万给它抄底了..

Like · 3 months · translate

Jason Ngu

它没cut lose “Salute ”是什么理由呢?

可能他觉得Salute还能賺大钱..或是我是太愚蠢了,不知Salute是宝贝..时间會证明一切的

这样子的话可能有些人不買icap了..

Like · 3 months · translate

Kevin Tam

45-50 年经验的TTB 说了，就算美国SP 500进入熊市，马股会调整与跌，不过不会大跌。。。意思是马股与亚洲一部份的股市不会跌的太惨。。

2 Like · 3 months · translate

bppoh75 poh

没cut lose Salute也许是对Salute的致敬吧.
Salute the Salute

Like · 3 months · translate

Jason Ngu

Ttb 在挺票
不可否认的是前些日子city boy高位卖出是对的决定..

1 Like · 3 months · translate

Sharehoarder

london should sell cheap cheap, i will makan if discount is wide enough

Like · 3 months · translate

bppoh75 poh

bye bye London boy, don't ever come back again

Like · 3 months · translate

Jason Ngu

klci index 大涨得益於银行股大涨. semi-conductor股没力
Padini QR 不棒. 如果Sam QR 又不好的话, 看来icap 表现要低于大市了..

1 Like · 2 months · translate

Jason Ngu

All the hope for Sam for the announcement for 1st QR 2025, last day of Aug 24 trading day

btw I will attend Sam Agm this afternoon, anyone also attend it..?

Like · 2 months · translate

F@@L愚人

I will attend …

Like · 2 months · translate

Randomn355

股价先涨，应该是业绩好？两位记得分享

Like · 2 months · translate

Jason Ngu

Sam前几天大沉, 今天大涨..
中午公佈业绩，这到底是坑呢，还是业绩非常好呢。。。。。？

Like · 2 months · translate

F@@L愚人

分享一定会。

股价，可以的话再跌一跌，哈哈哈！我还是觉得贵
但是我目前账目小亏中

1 Like · 2 months · translate

Jason Ngu

不知不觉Sam已成了Icap头号大股了。Sam 要加油啊啊啊啊！

1 Like · 2 months · translate

F@@L愚人

哈哈！ AGM简单说：
短期难预测，长期公司的两个生意都很看好

由于业绩是美金计算，马币升值会有影响。

其实很多年报或者网站都有的资料。

Current order book RM 5.6B , 80% 宇航领域。

泰国工厂进展OK for equipment ，产量才提升着。
Aerospace 在测试，希望明年年尾可以投入生产。

Like · 2 months · translate

Randomn355

谢谢 Fool兄。短期难预测才有机会买入，哈哈！

Like · 2 months · translate

F@@L愚人

哈哈哈！ RANDOMN兄不客气。
看看今晚财报如何

Cheers

Like · 2 months · translate

Jason Ngu

oops, Sam QR 不理想，下星期可能有賣压，可以買入一些些了。

至於icap 的portfolio的counters, 大倉位股份的QR 业都不理想。e.g Sam, padini, parkson, unisem, ock, airasia,. F&N 还可以些。

All in all, Aug 24 低於大市

Like · 2 months · translate

Jason Ngu

有什么好公司的管理層有以下的特征呢：
1）诚信
2）长期视野
3）对股东負責

1 Like · 2 months · translate

Sharehoarder

nav lose power...

Like · 2 months · translate

Jason Ngu

可憐的Sam已跌下深渊。。。
希望能在RM3.60買入一些些。。

1 Like · 2 months · translate

F@@L愚人

我4快捞了。。。。。。。

Like · 2 months · translate

Randomn355

昨天3.98没有排到。。。
Fool兄 99 有抽到吗？不错哦，昨天闭市1.88

Like · 2 months · translate

F@@L愚人

Randomn兄。哈哈哈！没有啊！你呢？

Like · 2 months · translate

Randomn355

我没有申请。。。
Penta 你还有加码吗？

Like · 2 months · translate

Jason Ngu

这星期Nta 跌了0.12 (RM 3.88-RM3.76)

Like · 2 months · translate

bppoh75 poh

in another word, the gap between share price and NTA closing up, good

2 Like · 2 months · translate

KH Chin

10.41cent dividend. not bad

2 Like · 1 month · translate

Sharehoarder

finally unlocking its value, its a good start for existing investor to withdraw without selling at discount

2 Like · 1 month · translate

bppoh75 poh

very nice, can earn like FD and still enjoy appreciation. having a cake and still eating it. thank u Mr Tan TB

3 Like · 1 month · translate

Sharehoarder

anyone join investor day?

1 Like · 1 month · translate

bppoh75 poh

must join investor day, it is a fruitful event

4 Like · 1 month · translate

bppoh75 poh

ICAP declared interim dividend@10.41sen/share on 27/9/24

1 Like · 1 month · translate

bppoh75 poh

that's what Mr Tan says, having a cake and still eating it, yahoo

Like · 1 month · translate

Jason Ngu

nice dividend
like this can keep this share 滾雪球

Like · 1 month · translate

bppoh75 poh

having enjoy the cake and let the cake grow bigger with time

Like · 1 month · translate

Jason Ngu

too bad, latest QR shows that icap invest Globetronic incur huge loss

2 Like · 1 month · translate

bppoh75 poh

oh shit, really? how on earth invest Gtronic?

1 Like · 1 month · translate

Randomn355

no significant effect because only less than 0.5% of fund value. Question is whether gtronic still a good stock to invest or not.

3 Like · 1 month · translate

Jason Ngu

most probably London boy needs to dispose icap shares until holding 20% because the court has made a judgement that if London boy holds more than 20%, the most voting right for him is only 20%..

1 Like · 3 weeks · translate

Jason Ngu

look like Ttb needs to sustain the share price at RM 3 before coming Agm (26/10)

Like · 3 weeks · translate

KH Chin

could be due to no dividend if more than 20%

Like · 3 weeks · translate

bppoh75 poh

why need to sustain the share price? I am looking forward for a bargain buy, for holding long term, the cheaper the better. the dividend yield can compensate the gap between share price and Nav

Like · 3 weeks · translate

bppoh75 poh

London ass are not welcome, they better sell off all by 2025

Like · 3 weeks · translate

Randomn355

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

1 Like · 3 weeks · translate

Kevin Tam

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

3 Like · 3 weeks · translate

Randomn355

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

4 Like · 3 weeks · 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 · 2 weeks · 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 · 2 weeks · 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 · 2 weeks · translate

bppoh75 poh

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

2 Like · 2 weeks · translate

bppoh75 poh

dividend pay today, nice

1 Like · 1 week · translate

Jason Ngu

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

3 Like · 1 week · translate

Jason Ngu

Nta 也回到RM 3.99
Airasia 表现不错, 加油

4 Like · 6 days · translate

Jason Ngu

nta 3.99-share price 2.87/3.99= 28%

Discount 28%

Like · 6 days · 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 · 6 days · 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 · 5 days · translate

Kevin Tam

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

1 Like · 5 days · 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..