Tell la tell la... we all friend here mah..

Can sama2 learn to invest better mah.

This post has been edited by gark: Nov 21 2013, 10:54 AM

True true also.. but he very secretive one...

Here no one will complain talk 3 talk 4...

Dont worry... same boat de.. between yesterday open and current price already 'less profit' 2 iphones...

There is no regret one.... in stock investing. Otherwise will make silly mistakes due to panic..

This post has been edited by gark: Nov 21 2013, 12:20 PM

Wahhhhh I buy stock got no exit TP one leh.. look at valuation, Q reports, look at sentiments, look at news one leh..

This post has been edited by gark: Nov 21 2013, 12:21 PM

Correction LLL8 already give recommendation since September together with sushi stock.. no one wanna see only...

This post has been edited by gark: Nov 21 2013, 12:28 PM

CPO downtrend...

ling long ling fatt?

wah.. sudah manyak untung ah you...

CBIP posted ok results, little better than last quarter. Proposed 5 cent 2nd interim divvy...

This post has been edited by gark: Nov 21 2013, 06:37 PM

Always look at profit.. and especially where the profit comes from.

In CPIB, last 4Q, revenue, gross profit, net profit, EPS, DPS and NAV

Q3FY2013 136,093 28,944 21,988 8.29 5.00 1.970
Q2FY2013 145,343 20,852 18,859 7.11 0.00 1.890
Q1FY2013 148,334 22,993 18,668 7.02 0.00 1.870
Q4FY2012 146,756 21,389 24,865 9.28 5.00 1.860
Q3FY2012 108,701 30,274 27,083 10.0910.001.770

As you can see although the profit is lesser than last year, the profit is still on the up trend compared to last 2Q. Expected dividend for CBIP is about 10-15 cent per year. Last year CBIP sold some plantation and distributed special dividend (one off 60 cents) which might makes the dividend smaller this year, so the Q3FY12 makes the profit and dividend 'look' higher.

For this quarter..(if you look at the Q report in detail) actually the net profit is less due to higher losses from the palm oil plantation as the fruit is just ready to harvest (total revenue 100k, total loss -2.5mil) which is common in early stages of plantation. The palm oil mill works and SPV business has both recorded higher revenue and higher profits. Net Cash flow for this quarter is very much less due to planting cost at their 63k ha plantation.

profits need to look into the future one... they just sold thier plantation for a nice profit so sure got loss of revenue.. now planting EVEN BIGGER plantation, then profit will be up up..

i think ha this CBIP smart one, buy land, plant, then sell the 'ready' made plantation at premium, with the money buy even more land, plant and sell it off later...

This post has been edited by gark: Nov 21 2013, 08:11 PM

Ok look at it tomorrow .. now need go back eat liao...

At a glance.. SHL profit going up nicely.. property counter..

Yee Lee last time bought and sold before..

This post has been edited by gark: Nov 21 2013, 08:25 PM

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

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...

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

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

so this 55 is interesting to you or not?

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

I am waiting for 7213.. to reach 30 c... this one can ah?