好吧，刚吃饱饭，就让我来回复你个蠢蛋自娱娱人。
首先呢，你知不知道Epf有大概30%的总资产是在国外的，剩余的也有的分散投资在马来西亚的地产，债券。股票呢，就算是手握的龙头股暴跌也不会影响他们的年终业绩太多，更何况这个Serbadk在他们的资产中几乎不值得一提。
管理那么庞大的资金总需要回酬率也大概10多%。当中当然有赚有亏。亏的就被其他赚的Cover掉。
稍微有点财经知识的人都懂，如果你要复制一个基金的选股，必须用同样的资金买入才有效。在这里呢如果你告诉我你也买入了大概RM4亿的Serbadk股票，然后总资产也有大概2000亿美金，那我先道歉了哈哈哈哈哈。
如果你没有那么大的头，就不要学人带那么大的帽。识唔识啊？

@Lau Hieng Chung, Auditors can still buy shares provided there is no threat of independence. In layman term, you cannot buy a share issued by entities or companies in which their financial statements are audited by you. @Jackyyaya, do not laugh at him yeah. Perhaps, he is not in the auditing industry.

大学什么major有教投资股票与基本面？本地大学应该更没有，什么将惊奇？每个股市都有狐狸型大老板，有水平的audit firm和公司内部做account的，可以美化financial statement，如果只是看每个季度盈利，与增长多快就是基本面，1-2 年就懂了基本面分析。。KPMG觉得有问题，而且中大型的石油公司有外国业务，比较复杂。。连上面的auditor都说看到美丽的账面，可是receivable每年快速增长？护主心没有用，解决方法或止损，也可以等运气到，可能是误会，一个星期后还有1.20 以上。。:)

The play safe method is always being Skeptical. KPMG has exercised judgment based on provision set in ISA505, External Confirmation need to be controlled by KPMG and not because of the interference by the management. KPMG also complies with ISA200 and ISA240 for exercising professional scepticism. There is nothing wrong with KPMG. I buy the ideas and stand set firmly by KPMG. Those who are in auditing industry should know the jargon I am saying here.

马来西亚股市还有很多，五星级，低估，基本面良好的优质二线股，大家怎么视而不见呢？ 且不管调查结果如何，世霸闹出那么大的风波，是个big matter in corporate governance! 这样的公司和其他两家的关联公司，我都不会投资。 有 太多的优质二线股票，但是很多人都看不上眼，因为很多是冷门股票。人多的地方，不要去！这几天闹出很多审计师，笑死人。 看了很多留言，就知道谁人是真的审计师！ISA 505, ISA 200, ISA240 还有KPMG 的目前给出的回复，其实是专业且符合 ISA 的条件！如果审计师那么多，四大的审计员和团体不用做到那么狗了。ISA600 赋予审计师更大的权力，很好玩，可以审核component auditor 的项目和审计工作报告，即使是远方！ There are many other good stocks. For those losers, take this as a good lesson! For those winners, do not take the pride because of earning from Serbak. You are just lucky. From a professional point of view, the recent Dispute between Serba Dynamik and External Auditor raises serious governance concerns! DISCLAIMER: Only sharing of my view and this shall not be deemed as an advice for buy or sell. Buy or Sell at your own risk and discretion!