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 Stock Market V49, MARKET REBORN LIKE A TIGER ROAR !!!

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darkknight81
post Feb 10 2010, 11:17 AM

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QUOTE(verbatim @ Feb 10 2010, 12:14 PM)
Is it true that BNM will impose something Reits in coming months??
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Please share notworthy.gif
darkknight81
post Feb 10 2010, 11:20 AM

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QUOTE(htt @ Feb 10 2010, 12:18 PM)
Don't end up giving him ang pau... tongue.gif
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i think so laugh.gif

All the cash in GENM will be used as a reserve to bail out all those lim's failed business !
darkknight81
post Feb 10 2010, 11:50 AM

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QUOTE(SKY 1809 @ Feb 10 2010, 12:44 PM)
I would consider Resort World as a " private"  co  now as the share price is not moving in line  with Genting.

Junior Lim wants investors  to get tired of holding Resort World shares.
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In the end small investors are on the losing side... As they don get anything from just holding GENM....
darkknight81
post Feb 10 2010, 03:59 PM

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QUOTE(cherroy @ Feb 10 2010, 04:54 PM)
My gut feeling is that (I am not good and might be wrong),
1. I feel not quite right when all red chips come in all are shoe manufacturers, posted before, why all shoe coming to Malaysia? Malaysian like to buy shoe?  biggrin.gif  Joking only.

2. Why target KLSE? There are lot of bourses with more liquidity and more exciting bourses to list, why Malaysia?

3. PER is extremely low for IPO, as normally company list IPO around 8-12x PER. IPO at 3x PER is seems too cheap. Company willing to accept so low valuation for listing? When something being sold at so low price, why investment banks didn't raise any question on it?
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Another question here from me also.
As you know china is high growth market. All stocks listing there are with high PE compare with listing in KLSE... What is the logic for them wanting to list here? Thats my doubt against all these china shoesmakers.

Unless something wrong with their companies which does not fulfilled the requirements of listing at CHINA or hongkong? Accounting fraud? Really don dare to throw my money in these counters.

This post has been edited by darkknight81: Feb 10 2010, 04:01 PM
darkknight81
post Feb 10 2010, 04:02 PM

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QUOTE(mopster @ Feb 10 2010, 04:56 PM)
KPJ start to look sexy again brows.gif errr... KPJ striptease~~~ tongue.gif

awww... no more >_<"
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KPJ i am waiting for you at RM 2.00 drool.gif

This post has been edited by darkknight81: Feb 10 2010, 04:02 PM
darkknight81
post Feb 10 2010, 04:05 PM

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QUOTE(panasonic88 @ Feb 10 2010, 05:02 PM)
if it ever come down, i wanna try my luck queueing for KPJ at 2.20, as it has a great bouncing pad at 2.20. laugh.gif
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Yup. Everytime hit 2.20 surely will have a lots of hungry sharks waiting there ...one of them is KPJ director himself....
darkknight81
post Feb 10 2010, 04:24 PM

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QUOTE(shahmh @ Feb 10 2010, 05:20 PM)
some research house put a TP of 2.90. Now PE already 10-12. At 2.90 it will be 18-19.
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How do you get PE OF 10-12 base on current price? Pls share
darkknight81
post Feb 10 2010, 04:35 PM

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QUOTE(shahmh @ Feb 10 2010, 05:28 PM)
Not me ...OSK tongue.gif
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lol... i believe they already entered KPJ thats y they are bullish on KPJ.

Well, i just give a rough calculation without referring to any data. From my memory.
I remembered KPJ having share split of 1 : 1 and 1/4 bonus share

Latest EPS around 38 cents.

So dilution of EPS after split and bonus issue should be 38 cents x (4/9) = 17 cents. So 2.20 / 0.17 = PE = 13 TIMES. And don forget the further dilution of EPS after KPJ-WA conversion.

But considering the high expansion mode KPJ was in currently RM 2.20 is actually reasonable.
darkknight81
post Feb 10 2010, 04:40 PM

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QUOTE(SKY 1809 @ Feb 10 2010, 05:38 PM)
The problem is when you expand a hospital, the CAPEX AND MANPOWER COSTS GO UP FIRST.

So Future PE is very subjective.
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Yup. Agree. I believe surging of EPS was partly contributed by H1N1. 2010 EPS might not be so attractive too. So thats y my target price was RM 2.00 to give me some margin of safety.

Furthermore, if recession comes into play less ppl will go for KPJ. KPJ customers are mostly Chinese. The futures chinese populations will keep on decreasing. So does this also become one threat for KPJ? Just my wild guess. tongue.gif

By the way what do you meant by 4 ekor branch?

This post has been edited by darkknight81: Feb 10 2010, 04:44 PM
darkknight81
post Feb 11 2010, 04:05 PM

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QUOTE(AdamG1981 @ Feb 11 2010, 04:49 PM)
Go look at the daily chart, see how OSK rebounded off the 200 sma. Aiming for 1.25
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Tidak pandai baca chart blush.gif Can share some fundamental analysis research on OSK instead? notworthy.gif

The director Ong Leong Huat keep on buying back OSK shares. So i think should be near to bottom already.

This post has been edited by darkknight81: Feb 11 2010, 04:11 PM
darkknight81
post Feb 11 2010, 04:13 PM

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QUOTE(SKY 1809 @ Feb 11 2010, 05:12 PM)
OSK is  ISO certified market Maker rclxms.gif
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Sky u bought any OSK?
darkknight81
post Feb 12 2010, 08:24 AM

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MAS is totally out from my consideration. For trading then should be alright as it is one of the GLC counters.
darkknight81
post Feb 12 2010, 03:11 PM

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QUOTE(StupidGuyPlayComp @ Feb 12 2010, 03:25 PM)
GENM, GENS, GENP is majar earning source for Genting.............it cant consider as assets
Like you are shareholder of certain counter, you make profit while your counter earn as well
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I think what you meant is instead of buying GENM + GENS + GENP. You better buy genting instead. Am i right?
darkknight81
post Feb 12 2010, 03:16 PM

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QUOTE(StupidGuyPlayComp @ Feb 12 2010, 04:14 PM)
smile.gif Something like that.........I mean Genting's price is undervalue at this moment if base of his anak price.
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Yup your analysis make sense nod.gif . Good analysis ya brother notworthy.gif

But everything has its pros and cons....

Genting is like a big elephant with gaming, plantation, power generation business.. So in actual fact the loss making in one sector will drag down the overall group earnings. BEWARE OF THIS.

Thats y i don really like to pick up stock like genting, sime darby, YTL CORP etc which are some sort like the mother company as it is harder for you to do analysis.

This post has been edited by darkknight81: Feb 12 2010, 03:20 PM
darkknight81
post Feb 12 2010, 03:32 PM

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QUOTE(StupidGuyPlayComp @ Feb 12 2010, 04:28 PM)
hmm.gif yup, I think about this issue before whether Genting has his own debt or others business drop it down.......

But currently the palm oil's price is going up by this year, while the crude oil price will maintain at USD70-80 according to US. It should benefit the power generation business..........anyway according to previous quarter report, plantation and power generation are making profit
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Power generation is always generating profit just that growth is limited sorry for repeating the same thing blush.gif

Of course their balance sheet do matter on their valuation so actually this type of comparison can give you some rough idea but cannot follow 100%.

However, as i said i prefer to invest in a company which does not involved into too many sectors as it may become non profitable in the end.


darkknight81
post Feb 12 2010, 04:11 PM

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QUOTE(Mikiyo @ Feb 12 2010, 05:09 PM)
hi guys! before i leave for airport, i just wanna thank you all for all the advice and teachings throughout my time in LYN! THank you a lot peoples! and may this year be a good year for everybody! Happy chinese new year! smile.gif ill keep in touch when i am in australia! take care everybody! =) and my last buy before i leave, YTLPOWER at 2.14 smile.gif take care!
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lol what makes you choose ytlpower? take care.

This post has been edited by darkknight81: Feb 12 2010, 04:12 PM
darkknight81
post Feb 19 2010, 09:39 AM

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QUOTE(VyvernS @ Feb 19 2010, 10:13 AM)
Hmmm...GenM queue 2.65 tongue.gif
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I remember genm did distribute 10 for 1 genting singpoare shares last time.
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