QUOTE(gark @ Jan 16 2014, 09:51 AM)
In the mean time higher USD means better earnings for export company. Staying tune for homer's results.. 
Klasik Scenic too Bursa Traders Thread V2, waaa! V2 d !
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Jan 16 2014, 09:56 AM
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#21
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Jan 16 2014, 09:57 AM
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#22
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Jan 16 2014, 09:58 AM
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#23
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QUOTE(gark @ Jan 16 2014, 09:56 AM) Cement industry in Malaysia is overvalued, but then again La Farge is the biggest cement manufacturer in Malaysia, however it is selling at PE 18x for a 5% grower. But look deeper and you will notice it is a net cash company. If the PE is down another few notches, it is time to accumulate.. 4.7% yield I currently prefer Indonesian cement manufacturers with PE 13x for a bigger growth (>8%) and their excellent 20% net margins.. currently dominated (80% sales) by just 2 companies, so a virtual monopoly. *tonight research* This post has been edited by Pink Spider: Jan 16 2014, 09:58 AM |
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Jan 16 2014, 10:09 AM
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QUOTE(gark @ Jan 16 2014, 10:08 AM) La farge has been paying in excess of earnings until recently... make sure your research is 'correct' otherwise like carlsberg... Of course, my Analysis always got see payout ratio accidentally slept with an akua called Cowsberg, scared already This post has been edited by Pink Spider: Jan 16 2014, 10:09 AM |
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Jan 16 2014, 10:43 AM
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Jan 16 2014, 10:45 AM
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Jan 16 2014, 10:48 AM
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Jan 16 2014, 10:50 AM
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#28
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Jan 16 2014, 04:41 PM
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Bloodbath in my portfolio
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Jan 16 2014, 07:00 PM
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#30
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Jan 27 2014, 09:28 AM
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KLCI taiyeema come liao
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Jan 27 2014, 09:38 AM
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Jan 28 2014, 12:03 PM
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Feb 7 2014, 04:51 PM
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My portfolio went up 1% today
Thanks to DiGi This post has been edited by Pink Spider: Feb 7 2014, 04:52 PM |
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Feb 7 2014, 05:01 PM
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Feb 7 2014, 05:07 PM
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Feb 7 2014, 05:24 PM
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Feb 7 2014, 05:50 PM
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#38
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QUOTE(gark @ Feb 7 2014, 05:25 PM) Good then.. you need another 10+% for the rest of this year to match last years record... U think every day is sunny day? That is like saying, today I won RM200 at casino table (easily), if I do it every day for the rest of the month, I can become a full-time gambler and retire at Genting Highlands. |
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Feb 7 2014, 05:59 PM
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Feb 10 2014, 02:45 PM
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Unker gark, my stocks portfolio delivered 12-months total return of 14% only, underperformed all the big name UT funds like Kenanga Growth, Eastspring Investments Equity Income etc but came quite close to industry average...should I dump my portfolio?
This post has been edited by Pink Spider: Feb 10 2014, 02:46 PM |
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