PTB left 13cents....

Boon must be counting his money ....

his Yinson new high and new high again...

sky is the limit ... wohooooooooooooooooooooooooo

Just saw AT prices.

14 sen.



Really dumped like hell.............

Blooooooody hell..... you are now my accountant ah?

print out boon and gark's analysis on cbip & revenue vs profit
/paste in notebook
/done

Mine was an analysis?

LOL!

I thought I was talking the usual 3 and 4 .....

Wait.... I am thinking about this stock Gark mentioned the other day...

Let me share me comments....

You wait ah.....

gark

Thought about the double 6 stock....

Err.....
I like it
My saliva came out...
But stock in coma....



See.... there is this bar...
it's called Shake Shake
It's a happening bar...
When the time is right...
Plenty of PYT will show up...
Yeah.... got Ah Moi
Got Ah Lian also...

As this happening dude called ... err... Gark ( pinjam your nick, it sounds happening) and his buddies...
were bar hopping...
hoping to party with some sweet Char Bo.... yeah... them PYT....
But Shake Shake at the moment is strangely empty...
hardly anyone there....

So Gark and his buddies ......
Should they be the early birdie?
Get in and grab some prime seats!
And wait for PYT to come in....

Comment: Go in early sure get good seat but will they be near the action?
What if today no PYT come?
What if the PYT is no PYT?


Or should Gark wait?
Chilax first...
Hang around...
Wait for some PYT to come first....
Yes... wait for Shake Shake bar to be happening first....
Let the crowd fill in half...
Then masuk.....
you know...
you swagger in to the bar with all the cool moves...........
And then find the table closest to the hot PYTs????
This way....
Yes... sacrifice the best possible seat...
But by waiting...
one sure know got action.......




So about double 6....
Value maybe can get is 70 sen for the dollar......
How about sacrifice an extra 2 or 3 sen?
Wait for action to show...
The moment we see the action...
We go all out with our gun blazing....
chasing and chasing after the ....................... stock.

U still holding?

Cresbld wa doing good

Pjdevwa also..

good job HB

boon... analysis means explaining and dissecting information into more readable information mah. so its considered loh can be long, short, detailed, sweet.

Wah... you can sure write grandmother stories for stock trading.. i like...

My view is like this i put 1/3 capital to reserve seat (done), then another 1/3 when bar half full and 1/3 more once the SYT arrive.. so as to hedge my bets IN CASE the deal fails...

I expect the price to zoom to RM5 IF the deal announced with BV >1.3x...

This post has been edited by gark: Nov 22 2013, 10:55 AM

what to buy today...

Boon3 your request...

analysis of 55*$...

Good profit growth last 3Q...but now a bit stagnant... trading below BV, single digit PE... but low kiamsiap DY.

Margin is expanding YOY.. to about 5% now previously margin is very low which explain the rise in profit although revenue is less..

Chart looks to be on slow uptrend.. but consistent since september 2013

Financial assets...

Balance sheet ok... cash 43 mil, loan 110 mil not so great
Good FCF of 20-25 mil a year.. about 80% of profits..

Manufacturing and trading arm is contributing to most profits.. trading arm margin is very very low.

The actual jewel in the crown is the water business... but only as an associate company

The other manufacturing consist of household products, edible oil (specilized consumer oil), noodles.. is secondary brand in the market. The other industril jewels are its glove manufacturing and PET bottling..

Expect revenue and profit growth to be 0%-10% p.a. so it is justifiable for this counter.

On shareholding..

there are noticible insider buying at 1.20-1.25 stage which is good...but one director is consistently disposing so it is mixed signals

Directors not overpaid.. so ok ..

Shareholder.. main shareholder >55%, small institutional holding.. but cold eye is one of the top 30 shareholder..

Asset last revalue in 2009.. not much hidden value

Conclusion...

Moderate growth, decent value counter.... if they can continue to expand margin then profitability will be up. A somewhat stable and consistent counter, maybe suitable for long term holding unfortunately DY is quite low....

This post has been edited by gark: Nov 22 2013, 11:40 AM

1201...

U expect it to be like Kris Asset?

This one up down very fast, chi kek

Hoping loh.. if can be like kris asset or CI holdings to name a few similar case.. huat loh.

My CI holdings returned more than 100% after they sold off permanis (pepsi manfacturer)..

In my opinion, these are low risk bets.. but need to wait long long time...

This post has been edited by gark: Nov 22 2013, 11:47 AM

TQ...

Let me save into 555 book first.




Not a fan of coldeye.

Dont like coldeye meh..? he good investor also wat...

so this 55 is interesting to you or not?

A little bit only.

I had been look see look see this one and Spritzer....
Somehow no buy.

So got anything interesting to look ah?

why no buy leh? profit up too slow for you....?

this is how people distribute shares....

no one dare to chase high...

but when sell down... people will come in grab ... thought it is cheap....

but we dont know how cheap is cheap....

good luck ...