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:

 

Miracle Streak : Padini debuts to attain 1,488 straight days & 1,555 points! {17th Jul '26}

 

After salivating over local Uniqlo rival Padini for the longest time, a maiden dividend-seeking gamble 50 days ago pays off with both cake & icing as the storied clothing retailer wears the 1,488 jersey to seal up the latest week @ a like number of consecutive days & an unrivaled 1,555 points! Tokyo sees RED for 83% of equities there, yet my recent purchases Kosé, Subaru + Seven & i buck the trend magnificently!!!

Miracle Streak : A synchronicity becomes a miracle-laced hat3rick in New Hoong Fatt ! {16th Jul '26}

 

The synchronistic turns miraculous, with remnant shares in the 10th scorer & car parts maker SOLD completely, the 2nd straight day in New Hoong Fatt, completing a hat3rick of contributions in its debut year to the streak : a pie-in-the-sky sell order 7 ticks higher than a rival sell order at yesterday's close filled....the sole buyer @ 10:38am thus eliminates a 6-week margin position that looked shaky since the day after!

Miracle Streak : A very synchronistic half-exit from #10 New Hoong Fatt in a margin account ! {15th Jul '26}

A harrowing situation where strong bids vanished overnight, a 2nd victory over #10 New Hoong Fatt is delayed by 6 weeks & dented by $11.03 in margin interest, yet a win in any case is just as sweet as the record is refreshed & the target of six full years in the marathon approaches !!!

Miracle Streak : Berjaya Corp warrants exit & pass the record run gauntlet to 5-year absentee Hong Leong Capital ! {13-14th Jul '26}

 

On Monday, free warrants issued by Berjaya Corp finally EXIT to fulfill their role in extending the record into a new week <unfortunately at a price less than half the 1st occasion>! The next day, after a 57-month hiatus, '13 & '21 scorer Hong Leong Capital returns after being absent 1,176 consecutive market days to help the record fight another challenging day as a speculative punt 22 days ago pays off enough to more than cover the day's expenses...