Miracle Streak : Thong Guan scores a Maiden Win [ while Inch Kenneth Kajang could pop on Cepco's limit up]! {16th Mar '26}

 

Plastics packaging and F & B player Thong Guan serves up a first ever win, bringing the streak to the doorstep of another century mark, even as nervousness over today's public sale of ¥285.7 billion ofNintendo shares by 2banks puts pressure, additional to war bearishness, on the stock to drop below ¥10,000...

Today, I also increased my stake in Inch Kenneth Kajang, 15 years past its Centenary as a English listed plantation outfit domiciled in M'sia, based on its 20% stake in Concrete Engineering Products which was the only stock out of nearly 1,000 which went limit-up in the face of war bearishness. Buyers began to emerge in the former shortly after the latter reached the capped price for the first time since 2008 but it was inexplicably dumped down by 6-7 sen in the afternoon, perhaps by loss-cutters, yet heavy buying close to the day's highs returned for the first 15 minutes after 3pm.

Based on a partial writeback of a $43 million impairment of the latter, the former's price could pop by 16% of its current price if today's pop doesn't vanish tomorrow. It has however been in a 13-year bear market due to cumulative losses of $135.042 million since 2013, which gobbled most of its $180.8 million cash pile at the time. However, nearly $32 million was also spent on buybacks from 2013-2019, leaving a small cash position of $4.83 million at the end of '25, with the balance of $13.4 million perhaps used in lease, overheads & equipment expenditure. However, it has recouped another $33 million last year selling 14.91 acres of its 346 acres of landbank to Metro Kajang Holdings. Below is a tracking of the two abovementioned companies' stock prices & an AI-rendered estimation of potential upside to IKK's stock price:

Miracle Streak : Shorts are murdered by Nintendo 任天堂 as it ups for 3 straight days on Pokémon Pokopia, while S'pore's Sunright quietly claims a fresh record ! {13th Mar '26}

 

As the Pokémon franchise owner continues to forge further into 5 figures in Tokyo in defiance of war-ravaged markets, S'pore semiconductor tester Sunright, the 2nd highest earner thus far after a scorching '17-'18 ascent, is pared again to inch closer to the millennium + four centuries mark due next week!

Nintendo 任天堂 continues to rise against the gravity of war ravagings, averaging ¥10,199.14 trading 15,872,300 shares today, versus yesterday's ¥10,005.95 trading 18,848,400 shares [ including 1,489,700 matched 16 ticks above the last done price] & 32,505,800 shares traded on 3/11 after its latest Pokémon Pokopia game release stunned many by selling over 2.2 million units in the first 4 days! Short-sellers had more than tripled their bet against the stock rising by 6th March, to 1,471,600 shares while margin buying had declined 11.5% to 9,566,300 shares by that date. To give some context to these figures, note that the total short position has increased by 3,543,300 shares from 405,200 shares in the last 15 days & comprised about a quarter of Friday's traded volume versus 2% the day before the outbreak of Gulf hostilities.

Needless to say, it was a proverbially unlucky Friday the 13th for the gamer's shorties this week despite the Iran war pummeling most other stocks' prices, even as data updated till today[ the date of which conversely represents a lucky number for me] shows the margin buying/short-selling ratio for Nintendo [see graph above] has dropped almost to 2x, down from nearly 30x before the outbreak of the current conflict !!!

Miracle Streak : Nintendo 任天堂 defies the Nikkei's 1,000-point drop gravity while 31st scorer Petron serves up another Record with a Hat3rick ! {12th Mar '26}

 

On a day whenNintendo 任天堂 again defies the Japanese market plunge thanks to Pokémon Pokopia hype, Petronquickly capitalizes on the global fuel supply chaos to deliver a hat3rick after spending 2025 in massive paper losses, pushing the run closer to another century mark!

Miracle Streak : Public Bank is the 35th Winner in '26 ! {11th Mar '26}

 Today, local banking giant Public Bank finances a fresh record in its 60th Anniversary year on ex-divvy day, while

Nintendo 任天堂, bought just four days before the unforeseen outbreak of unrestrained war, breachesthe ¥10,000 mark in Tokyo, +18% in 2 weeks, since falling through it in Feb. Glad I didn't even look @ it since last Monday despite it being the most expensive stock purchase to date!

Miracle Streak : Timberwell scores a HAT3rick close to the Takeover price! {10th Mar '26}

 

Thanks to a trio of sales of takeover target Timberwell, the latest being a half cent short of the buyout offer, the indefatigable run comes within striking distance of a fourteenth century!

Miracle Streak : For the 2nd time this month, the escalating Middle East conflict produces a Marathon continuation in a pair of contributors! {9th Mar '26}

 

An apt day to look for silver linings amid the smoke & fire-darkened world: Petronas Chemicals leaps 26% in the opening minutes & I grab the opportunity to hive off some for a 6% return [& a 52% return on the latest entry] while #31 Petron M'sia is likewise sold again at a higher price to jointly extend the record... PetChem last contributed when it was partially sold at a lofty $7.57 in October 2023 & today's exit price is symbolically 1% above the $5.156 original entry price of shares held from '15 till '21 when it was finally disposed at $7.27.

Very appreciative of the Financial Freedom income exceeding $330,000 in the current ongoing Marathon!

 The realized stock profits from Malaysia, Singapore, Hong Kong, the US & Japan have reached $331,212.77 since July 29th 2020, a week after the new Middle Eastern war was unleashed by a pair of power-hungry despots, as the consecutive day count reaches 1,393 successive days, over TRIPLE the previous high attained in 2017-2018 ! Additionally, the tally since 2013 has reached $762,346.74.

This more than offsets the significant paper losses on the majority of holdings listed locally.

Miracle Streak : Despite the escalating Middle East war, Bonia bags another record ! {6th Mar '26}

 Luxury leather goods maker Bonia bags its first win in nearly 4 years when a re-entry @ 1/3 the last SOLD price 2 days ago is hived to preserve capital amid what is likely a more prolonged Middle Eastern war than anticipated. Thus the marathon mozies ahead!!!

Miracle Streak :Aigan愛眼, the 7th🎌in '26 & 120th🎌 since '17 finally delivers ! {5th Mar '26}

 

Straight days of amazing synchronicity! One half of the poor re-investment from a Toshiba takeover jackpot in '19 is extricated from, thanks to averaging downeyewear stock Aigan 愛眼, pared @ the 2nd highest price, mirroring a near-perfect sale of Petron M'sia yesterday & symbolically sold 2 ticks higher than the 1st poor entry many moons ago ; also overtaking '18,'19 & '22's entire snatchings from Japan! & 5x '20's!