Miracle Streak : SNS Network comes through x6 from Jul '25- Jul '26! {27th Jul '26}

 

Two days left to the SIX year Anniversary of the loaves-&-fishes miracle!!!

Miracle Streak : #23 KHInd goes ballistic intraday & I miss the $1.88 high, but it delivers 2 days straight, joining the hat3rick club! {24th Jul '26}

 

   A bit of disappointment accompanies the sealing up of 313 weeks in the ongoing marathon [ 1,493 consecutive days ] as yesterday's scorer KHind garners a hat3rick to join recent double scorer New Hoong Fatt in that club, but far overshoots my wildest expectations by hitting a $1.88 intraday pinnacle. Nonetheless, the net gain exceeds the dividend forgone from this sale, while total income from these 3 rounds miss matching the maximum dividend from the upped stake by less than $5 while the consolation dividend of $26.30 will soothe my ego over the misjudgement.  

    This week, I am more grateful than I have been in a while, in no small part due to this week's big bet on Premium client alert Panasonic [M] @ $5,6175 which briefly went into paper losses as it tumbled to $5.48 before strongly rising to close the week at $5.99, thus reversing the brief red ink into a $246.8 paper gain after commissions. A Basic client alert from last week, Macau gaming bigwig Sands China, also unexpectedly rose 2 days in a row after reporting a 24% drop in quarterly net profit & stands 5% higher than my maiden entry on 29th June. After commissions, its paper gain stands at HK$334 or about $173 at current exchange rates.In 🎌, Kosé retreated hardly at all as the Nikkei tumbled over 1,800 points while, encouragingly, the other 11 paper gainers net of commissions also stayed in the black, especially Seven & i , which bucked the trend by rising over 3% & stood almost 17% above my well-timed entry recently. Exited stocks Kao & Kuroda Precision settled the week lower by 1.4% & 13.6% compared to my June exits while Koito Manufacturing ended 6.7% below my Feb 9th disposal price after paying me 4 dividends in the interim. Strawberry 🍓 company Hob ended down 7% on delisting fears & thus closed a whopping  ¥114,300  cheaper than the disposal price for just my hundred share punt last year that netted 1,275 days in a row for the eighth wonder of the world streak on top of about $645 equivalent in profit & $94 in dividends.

Miracle Streak : KHInd , which clinched 1,378 Consecutive days on 11th Feb today bags 1,492 in a Row ! {23rd Jul '26}

  In the absence of a broad bull market locally, 11th Feb scalp KHind steps in to breathe life back into the long-running streak, sending it closer to both the six year milestone & 1,500 days! 

Miracle Streak : #64 YNH Property strikes again to build the bridge towards 6 full years!!! {22nd Jul '26}

 

Casino chip stock YNH Property is pared a 2nd round as it nearly doubles from an all-time low & continues the countdown to another century mark as well as SIX full years in the ongoing 8th wonder of my world!

BAT[M], formerly Rothmans of Pall Mall, has fallen back to early 1989 levels, when revenue was about 1/3 & profit was about half current levels. It's stock has declined -93.5% from an all-time peak of $74.40 in Dec 2014, together with a 77.7% drop from peak EPS:

Miracle Streak : #16 Bermaz Auto is finally hived again on ex-dividend day to initiate the countdown to 1,500 straight days! {21st Jul '26}

 

The first ever paring of #16 Bermaz Auto above $1 & a seventh sale on ex-dividend day sets me up for a 100% win record on the local Mazda distributor, its ample dividends more than offsetting all transaction costs while starting the countdown to the next century milestone!

Miracle Streak : Sunright (nearly) bids Adieu after almost 6 years ! {20th Jul '26}

 

A 6-year tango with Sunright (almost) ends as it's sold down to a token hundred shares at more than double cost, sending the marathon that started before the originally scheduled Tokyo Olympiad 2020 past the conclusion of FIFA World Cup 2026 & into a 313th enjoined week!

Panasonic M'sia may finally have stamped a bottom after plummeting torridly from $20 to $5.30

       One of the best managed companies on the local market, PanaMY < formerly Matsushita Electric(M)> has collapsed back to 1997/1998 & 1990/1991 levels due to unrelenting selling by the EPF that gets more desperate by the day: it ceased to be a substantial holder after jettisoning 306,600 shares to below the 5% level on 2nd July 2026, coming full circle from Apr 2009 when it first emerged as a substantial holder with 3.166 mil shares acquired. Barring a total destruction of demand for its household products & export market, buyers at this juncture stand to reap gains of at least 50-100% while collecting a declared 33c dividend going ex- in mid-September this year, especially since it's trading below both Grahamian net-net & cash net total liabilities, which would undoubtedly attract some strong hands to collect shares below $6!  Interestingly, China rival Xiaomi's stock has also tumbled 2/3 from highs above HK$60 last year!

      Compare its share price now to four decades ago when it achieved net profits of $8.56 mil in 1987, $10.2 mil in 1988, $26.7 mil in 1990, $33.3 mil in '91 & $41.9 mil in '92 [NTA $2.33 in '89, $2.95 in '91, $8.44 in '01] as compared to $33.9 mil in the latest FY [NTA $12.73]. Its May 1984 high was $4.42 [earned about $14.7 net profit around that time] while its May 1986 & Dec 1987 lows were $2.21 & $2.105 respectively. By 1992, when its listed scrip numbered 21.66 mil & then increased to 32.48 mil via a 1:2 bonus, EPS was $1.88 against a low of $31 pre-bonus, implying a 16.5 PE ratio at the low versus 9.5 now. A dividend of 25c on the lowest share price back in 1986 of $6.20 implied a 4% yield, appreciably less than what's been announced in 2026. 

 

 News articles from that era also indicate '"intense price competition from both domestic & imported products" while turnover of $214.5 mil over 15 months thirty-eight years ago compared to $690 mil over the 12 months of FY '25 suggests that, in spite of a 43% decline compared to peak turnover in FY '18, there is grossly excessive pessimism surrounding the company's performance. Despite the parlous declining profit & margins seen below, I would strongly contend that the share price has overcompensated for this, short of disastrous losses in coming quarters: