Reply from SHELL 1

Thanks for the management bringing SHELL Refining Company to a profitable and successful business.

Recently,there is some rumor about Malaysia government would like to change the subsidy on RON97 to RON95.I would like to check with SRC, If this really happens, what's are the impacts to SRC in terms of sales and business? [SRC: We are not able to comment on this matter as it is not our policy to make any statements that are speculative in nature. But please be assured that Shell Malaysia is closely engaging the Government on this matter.]

I would like to make a comment about Investor Information in SHELL website,too. The board has done a good job in the investor information,but the board has stop updating in Investor Briefing Materials after 1st quater,2007.Please continue to update the information, as there are important to shareholder.May you please include a most recent refining margin chart in the email when reply to me? [SRC: We will ensure that the latest information will be updated. Please find enclosed the FY 2007 Refining Margin chart for your reference. ]

Do SRC accept any visit of small shareholder to the plant where is located at Port DIckson? [SRC: Kindly be advised that under our Corporate Disclosure Policy, only substantial shareholders request to visit the plant will be considered. However, we will be happy to invite you to our Investors' Briefing held in Shell House, KL and my colleague, En. Amri will advise you accordingly closer to the date.]

I will be happy to assist further if required. I look forward to meet you if you are attending the 49th Annual General Meeting on 15 May 2008.

Kind regards,
Rodziah Zainudin
Senior Legal Counsel & Company Secretary
Shell Refining Company (Federation of Malaya) Berhad (3926-U)
Bangunan Shell Malaysia, Changkat Semantan, Damansara Heights, 50490 Kuala Lumpur

Email: Rodziah.Zainudin@shell.com

Shell III

Shell II

Shell I

Other Research

Triumpl(9911)

以下是一些网友关于 Triumpl的见解和分析。

triumpl(9911)

目前价格:0.72
eps:13.28
nta:2.14
pe:5.40

股价是ＮＴＡ的３分１，　绝对合格。拥有接近ＲＭ２３Ｍ的净现金，每股ＲＭ０．２６４。
不好的地方是Ｔｒａｄｅ　Ｒｅｃｅｉｖａｂｌｅｓ　和Ｉｎｖｅｎｔｏｒｉｅｓ都是盈利的几倍。

做起重机的零件...最新的财务报告,净赚了1千1白万.
他们的管理人都是些公司的开国功臣,应该不会舞弊吧.

不过，它的 inventory 很高，等于 net profit 的 ６倍，Revenue 的 55％.

妈妈的投资组合 4

今天买进了 Triumpl 2000units@RM0.74 和 KrisAssets 400units@RM2.52。近来的ADVPKG升势非常凌厉，现在已经站在RM0.70。也许是股息的关系。它开始浮现价值了，比我预期的，远远来得早。MFCB 也比较买入价，享有多过RM0.10 的溢价了。

5/5 为止：

目前的持股和本钱：

ＳＨＥＬＬ　　　　ＲＭ１１．５０　　 ４００　 ＵＮＩＴＳ
ＢＵＲＳＡ　　　　ＲＭ 9.00　　 300　 ＵＮＩＴＳ
ＧＲＡＮＦＬＯ　 ＲＭ ０．３６　　 ３５００ ＵＮＩＴＳ
ＭＦＣＢ　　　　　ＲＭ １．１６　　１０００　ＵＮＩＴＳ
ADVPKG RM 0.57 2300 UNITS
TRIUMPL RM0.75 2000 UNITS
KRISASSETS RM2.555 400 UNITS



现金：ＲＭ３４００



以下是所有相关研究：
Krisassets
MFCB
SHELL
GRANFLO
GRANFLO-LATEST RESULTS
ADVPKG
TRIUMPL

妈妈的投资组合
价值投资

投资入门的第一步

巴菲特的股东大会刚刚完成。依然像往常一样的轰动和热闹。各家财经杂志也争相报道。加上他从新登上世界首富的位子，和安然避过美国次贷风暴，巴菲特又再次的成为投资界的焦点人物。

许多人想问巴菲特的首个投资的重要秘密，他一定是像往常一样回答：
Rule One : Never lose money
Rule No. 2: Never forget rule No.1

有兴趣探讨巴菲特哲学的，可以参考我的旧文章，ＲＵＬＥ　ONE。

最近，经过网友介绍，正在阅读香港股神，林森池的一本作品。特别有感触，所以想和大家分享一些内容。我把其中一段原文，从书中摘录出来：

“笔者强调投资是严肃的行为，当阁下将血汗钱投资一门生意，必定要经过深思熟虑。开始投资时，手上的本金可能很小，但是一定要珍惜小小的鸡蛋，如果把鸡蛋打碎了，使没法孵成小鸡，也没有母鸡生鸡蛋的故事了。紧记本金是你以血汗换来的储蓄，如果第一笔储蓄化为乌有，便会浪费了那段储蓄的时间。时间值是投资入门的第一步。”

看到许多人不珍惜自己的储蓄和血汗钱，往往把它们打碎了，有时，实在觉得可惜。如果严格的遵照这2个成功的投资者，许多人是连投资的门，也还没有跨过的。

这篇文章，特地分享给有缘人。祝愿大家投资顺利。


巴菲特语录
我看巴菲特

AIM （0122） MESDAQ Declare Bonus

ADVANCE INFORMATION MARKETING BERHAD ("AIM” OR THE "COMPANY")

(I) PROPOSED BONUS ISSUE OF UP TO 31,310,000 NEW ORDINARY SHARES OF RM0.10 EACH IN AIM (“AIM SHARES”) ON THE BASIS OF ONE (1) NEW ORDINARY SHARE FOR EVERY FIVE (5) EXISTING AIM SHARES HELD ON AN ENTITLEMENT DATE TO BE DETERMINED LATER ("PROPOSED BONUS ISSUE"); AND


(II) PROPOSED RENEWAL OF THE EXISTING SHAREHOLDERS’ MANDATE FOR RECURRENT RELATED PARTY TRANSACTIONS OF A REVENUE OR TRADING NATURE (“RRPTS”) (“PROPOSED SHAREHOLDERS’ MANDATE”).

(COLLECTIVELY KNOWN AS THE “PROPOSALS”)

Contents
:

On behalf of the Board of Directors of AIM (“Board”), OSK Investment Bank Berhad (“OSK”) wishes to announce the following proposals:-

(i) Proposed bonus issue of up to 31,310,000 new ordinary shares of RM0.10 each in AIM (“AIM Shares”) on the basis of one (1) new ordinary share for every five (5) existing ordinary shares held on an entitlement date to be determined later (“Proposed Bonus Issue”); and

(ii) Proposed renewal of the existing shareholders’ mandate for recurrent related party transactions of a revenue or trading nature (“RRPTs”) (“Proposed Shareholders’ Mandate”).

(Collectively known as the “Proposals”).

Further details of the Proposals are set out in the attachment below.

This announcement is dated 2 May 2008.


AIM 的研究