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 ·
bppoh75 poh
if london ass is out, that's great news and I will double up
1 Like · 7 months · translate
Sharehoarder
try estimate how much nav drop at this market selloff
Like · 7 months · translate
bppoh75 poh
NAV drop,but stock price still in discount
Like · 7 months · translate
Jason Ngu
icap護国神山,Sam tumbles meaning NAV also tumbles..
Like · 7 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 · 6 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 · 6 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 · 6 months · translate
bppoh75 poh
没cut lose Salute也许是对Salute的致敬吧.
Salute the Salute
Like · 6 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 · 6 months · translate
Sharehoarder
london should sell cheap cheap, i will makan if discount is wide enough
Like · 6 months · translate
bppoh75 poh
bye bye London boy, don't ever come back again
Like · 6 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 · 6 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 · 6 months · translate
F@@L愚人
I will attend …
Like · 6 months · translate
Randomn355
股价先涨，应该是业绩好？两位记得分享
Like · 6 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 · 6 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 · 6 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 · 6 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 · 6 months · translate
Randomn355
谢谢 Fool兄。短期难预测才有机会买入，哈哈！
Like · 6 months · translate
F@@L愚人
哈哈哈！ RANDOMN兄不客气。
看看今晚财报如何

Cheers
Like · 6 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 · 6 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 · 6 months · translate
Sharehoarder
nav lose power...
Like · 6 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 · 5 months · translate
F@@L愚人
我4快捞了。。。。。。。
Like · 5 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 · 5 months · translate
F@@L愚人
Randomn兄。哈哈哈！ 没有啊！ 你呢？
Like · 5 months · translate
Randomn355
我没有申请。。。
Penta 你还有加码吗？
Like · 5 months · translate
Jason Ngu
这星期Nta 跌了0.12 (RM 3.88-RM3.76)
Like · 5 months · translate
bppoh75 poh
in another word, the gap between share price and NTA closing up, good
2 Like · 5 months · translate
KH Chin
10.41cent dividend. not bad
2 Like · 5 months · translate
Sharehoarder
finally unlocking its value, its a good start for existing investor to withdraw without selling at discount
2 Like · 5 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 · 5 months · translate
Sharehoarder
anyone join investor day?
1 Like · 5 months · translate
bppoh75 poh
must join investor day, it is a fruitful event
4 Like · 5 months · translate
bppoh75 poh
ICAP declared interim dividend@10.41sen/share on 27/9/24
1 Like · 4 months · translate
bppoh75 poh
that's what Mr Tan says, having a cake and still eating it, yahoo
Like · 4 months · translate
Jason Ngu
nice dividend
like this can keep this share 滾雪球
Like · 4 months · translate
bppoh75 poh
having enjoy the cake and let the cake grow bigger with time
Like · 4 months · translate
Jason Ngu
too bad, latest QR shows that icap invest Globetronic incur huge loss
2 Like · 4 months · translate
bppoh75 poh
oh shit, really? how on earth invest Gtronic?
1 Like · 4 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 · 4 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 · 4 months · translate
Jason Ngu
look like Ttb needs to sustain the share price at RM 3 before coming Agm (26/10)
Like · 4 months · translate
KH Chin
could be due to no dividend if more than 20%
Like · 4 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 · 4 months · translate
bppoh75 poh
London ass are not welcome, they better sell off all by 2025
Like · 4 months · translate
Randomn355
if not maintain the share price @RM3 then reinvestment plan's issue price at RM2.92 will become unattractive
1 Like · 4 months · translate
Kevin Tam
This counter is undervalued since drop below $3.20...
3 Like · 4 months · translate
Randomn355
Now moomoo can trade icap, hopefully more independent investors will buy it.
4 Like · 4 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 · 4 months · 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 · 4 months · 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 · 4 months · translate
bppoh75 poh
if SAM is good, then Icap will ride on the up trend
2 Like · 4 months · translate
bppoh75 poh
dividend pay today, nice
1 Like · 3 months · translate
Jason Ngu
ex date: 5 Nov 24
pyt date: 4 Dec 24
3 Like · 3 months · translate
Jason Ngu
Nta 也回到RM 3.99
Airasia 表现不错, 加油
4 Like · 3 months · translate
Jason Ngu
nta 3.99-share price 2.87/3.99= 28%

Discount 28%
Like · 3 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 · 3 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 · 3 months · translate
Kevin Tam
Capital dynamics should increase to owning 5% of total share outstanding.. London is trouble maker...
1 Like · 3 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 · 3 months · translate
Jason Ngu
Krono, Bio alpha, Parkson, Salute continue showing negative signal ..
1 Like · 3 months · translate
Kevin Tam
KRONO is not performing n I got bought some KRONO... Yup, Icap also bought parkson...
1 Like · 3 months · translate
Jason Ngu
Dividend Reinvestment Plan for icap shares is RM 2.92 vs current share price RM 2.87
2 Like · 3 months · translate
Jason Ngu
If share price not rebound I take cash not DRP
1 Like · 3 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 · 3 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 · 3 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 · 3 months · translate
bppoh75 poh
byd bye London ass
Like · 3 months · translate
Chow Seong
想要icapital.biz 好，最好击退所有institutional shareholder
2 Like · 3 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 · 3 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 · 2 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 · 2 months · translate
bppoh75 poh
is OK, as long as NAV steadily up
Like · 2 months · translate
Jason Ngu
望窗秋水。
希望2025 icap 會更好
2 Like · 2 months · translate
bppoh75 poh
每天都在进步的路上，加油
1 Like · 2 months · translate
Jason Ngu
Stubborn Ttb not sell Salute now he needs to bear the responsibility..
1 Like · 1 month · translate
Jason Ngu
Salutica falls as much as 45% after losing Apple suit in KL High Court
3 Like · 1 month · 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 · 1 month · translate
Kevin Tam
Icap 股价也跌了蛮多。。市场与散户反应过大。。
4 Like · 1 month · translate
Sharehoarder
还会再跌，london还没丢够
1 Like · 1 month · translate
Kevin Tam
London这个时候丢多就不专业不懂股票了。。
1 Like · 1 month · translate
bppoh75 poh
希望伦敦仔出完票，再见不见
1 Like · 1 month · 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 · 1 month · translate
Jason Ngu
nta 3.7-share price2.68=1.02
1.02/3.7= discount 27%, 心动不心动。。？
2 Like · 1 month · translate
bppoh75 poh
attractive price must buy before regret
1 Like · 4 weeks · translate
Jason Ngu
它的强将股价：Sam, Padini, F&N, Ahealth，AAsia全部插水。。
3 Like · 1 week · translate
KH Chin
Sam qr release today. Looks good.
5 Like · 1 week · translate
bppoh75 poh
wah, why suddenly up 5 cents today
Like · 6 days · 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 · 5 days · 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 · 5 days · translate
KH Chin
等AirAsia, QR应该不错
1 Like · 5 days · translate
bppoh75 poh
希望能跌多一些，可以收
Like · 5 days · translate
Jason Ngu
omg, Airasia QR 超级烂. Suria 也一样..
Like · 4 days · translate
KH Chin
Airasia 好多one off charges. Forex loss 不懂多少是unreliased. Aax 的forex loss 大部分是unreliased
Like · 3 days · translate
Kevin Tam
不肯定为何TTB看好波动性特别大的CapitalA。。
1 Like · 3 days · translate
KH Chin
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 · 3 days · 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
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Like · 14 hours · translate