Jason Ngu's comment on ICAP. All Comments
Jason Ngu
10 Like · Reply
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。。！
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1 year · edited · translate ·
Benny Khoo
wondering if ICAP stock price ever reach NAV value based on past/historical
Like · 7 months · translate
F@@L愚人
2005 after IPO share price trade above NAV…
3 Like · 7 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 · 7 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 · 7 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 · 7 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 · 7 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 · 7 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！
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4 Like · 7 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 · 7 months · translate
F@@L愚人
nav up again
4 Like · 7 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 · 6 months · translate
Jason Ngu
NAV 4.53了。。。
Like · 6 months · translate
bppoh75 poh
NAV up like rocket
1 Like · 6 months · translate
Jason Ngu
omg

Salute官司不乐观。
Like · 5 months · translate
Sharehoarder
salute is for goreng one
Like · 5 months · translate
Jason Ngu
上个季报小筆買了Shangri-la Hotel 300lots@ RM 2.0x
1 Like · 5 months · translate
F@@L愚人
哈啊哈！ 我今天收集SAM第一批
Like · 5 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 · 5 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 · 5 months · translate
Chohooi Lim
可能故意压低股价以便获得较高股息。
Like · 5 months · translate
F@@L愚人
Wa! JASON你的SAM赚到满满哦！ 恭喜发财
Like · 5 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 · 5 months · translate
Sharehoarder
im pretty sure london just cashing out for gain, they cant throw entire 30m share, not enough buying liquidity
Like · 5 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 · 4 months · translate
bppoh75 poh
if london ass is out, that's great news and I will double up
1 Like · 4 months · translate
Sharehoarder
try estimate how much nav drop at this market selloff
Like · 4 months · translate
bppoh75 poh
NAV drop,but stock price still in discount
Like · 4 months · translate
Jason Ngu
icap護国神山,Sam tumbles meaning NAV also tumbles..
Like · 4 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 · 4 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..
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Like · 4 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 · 4 months · translate
bppoh75 poh
没cut lose Salute也许是对Salute的致敬吧.
Salute the Salute
Like · 4 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 · 4 months · translate
Sharehoarder
london should sell cheap cheap, i will makan if discount is wide enough
Like · 4 months · translate
bppoh75 poh
bye bye London boy, don't ever come back again
Like · 4 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 · 3 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 · 3 months · translate
F@@L愚人
I will attend …
Like · 3 months · translate
Randomn355
股价先涨，应该是业绩好？两位记得分享
Like · 3 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 · 3 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 · 3 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 · 3 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。
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Like · 3 months · translate
Randomn355
谢谢 Fool兄。短期难预测才有机会买入，哈哈！
Like · 3 months · translate
F@@L愚人
哈哈哈！ RANDOMN兄不客气。
看看今晚财报如何

Cheers
Like · 3 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
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Like · 3 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 · 3 months · translate
Sharehoarder
nav lose power...
Like · 3 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 · 3 months · translate
F@@L愚人
我4快捞了。。。。。。。
Like · 3 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 · 3 months · translate
F@@L愚人
Randomn兄。哈哈哈！ 没有啊！ 你呢？
Like · 3 months · translate
Randomn355
我没有申请。。。
Penta 你还有加码吗？
Like · 3 months · translate
Jason Ngu
这星期Nta 跌了0.12 (RM 3.88-RM3.76)
Like · 3 months · translate
bppoh75 poh
in another word, the gap between share price and NTA closing up, good
2 Like · 3 months · translate
KH Chin
10.41cent dividend. not bad
2 Like · 2 months · translate
Sharehoarder
finally unlocking its value, its a good start for existing investor to withdraw without selling at discount
2 Like · 2 months · 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 · 2 months · translate
Sharehoarder
anyone join investor day?
1 Like · 2 months · translate
bppoh75 poh
must join investor day, it is a fruitful event
4 Like · 2 months · translate
bppoh75 poh
ICAP declared interim dividend@10.41sen/share on 27/9/24
1 Like · 2 months · translate
bppoh75 poh
that's what Mr Tan says, having a cake and still eating it, yahoo
Like · 2 months · translate
Jason Ngu
nice dividend
like this can keep this share 滾雪球
Like · 2 months · translate
bppoh75 poh
having enjoy the cake and let the cake grow bigger with time
Like · 2 months · translate
Jason Ngu
too bad, latest QR shows that icap invest Globetronic incur huge loss
2 Like · 2 months · translate
bppoh75 poh
oh shit, really? how on earth invest Gtronic?
1 Like · 2 months · 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 · 2 months · 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 · 2 months · translate
Jason Ngu
look like Ttb needs to sustain the share price at RM 3 before coming Agm (26/10)
Like · 2 months · translate
KH Chin
could be due to no dividend if more than 20%
Like · 2 months · 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 · 2 months · translate
bppoh75 poh
London ass are not welcome, they better sell off all by 2025
Like · 2 months · translate
Randomn355
if not maintain the share price @RM3 then reinvestment plan's issue price at RM2.92 will become unattractive
1 Like · 2 months · translate
Kevin Tam
This counter is undervalued since drop below $3.20...
3 Like · 2 months · translate
Randomn355
Now moomoo can trade icap, hopefully more independent investors will buy it.
4 Like · 2 months · 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 month · 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 month · 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 month · translate
bppoh75 poh
if SAM is good, then Icap will ride on the up trend
2 Like · 1 month · translate
bppoh75 poh
dividend pay today, nice
1 Like · 1 month · translate
Jason Ngu
ex date: 5 Nov 24
pyt date: 4 Dec 24
3 Like · 1 month · translate
Jason Ngu
Nta 也回到RM 3.99
Airasia 表现不错, 加油
4 Like · 1 month · translate
Jason Ngu
nta 3.99-share price 2.87/3.99= 28%

Discount 28%
Like · 1 month · 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 · 1 month · 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 · 1 month · translate
Kevin Tam
Capital dynamics should increase to owning 5% of total share outstanding.. London is trouble maker...
1 Like · 1 month · 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 · 1 month · translate
Jason Ngu
Krono, Bio alpha, Parkson, Salute continue showing negative signal ..
1 Like · 1 month · translate
Kevin Tam
KRONO is not performing n I got bought some KRONO... Yup, Icap also bought parkson...
1 Like · 1 month · translate
Jason Ngu
Dividend Reinvestment Plan for icap shares is RM 2.92 vs current share price RM 2.87
2 Like · 1 month · translate
Jason Ngu
If share price not rebound I take cash not DRP
1 Like · 1 month · 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 · 1 month · 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 · 4 weeks · 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 · 4 weeks · translate
bppoh75 poh
byd bye London ass
Like · 4 weeks · translate
Chow Seong
想要icapital.biz 好，最好击退所有institutional shareholder
2 Like · 3 weeks · 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 · 3 weeks · 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 · 2 weeks · 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 · 1 week · translate
bppoh75 poh
is OK, as long as NAV steadily up
Like · 1 week · translate