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 Bursa Traders Thread V2, waaa! V2 d !

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panasonic88
post Jan 20 2014, 12:21 PM

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Gark, are you gonna buyback 5131?

Abt 15% discounted since peak

No idea why it was sold down, probably due to
- political uncertainty in Thailand, or
- could be the expiry of CA, or
- no more special dividend like last year hmm.gif
panasonic88
post Jan 20 2014, 12:33 PM

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QUOTE(gark @ Jan 20 2014, 12:25 PM)
Mostly affected by Thai unrest as >30% of income from Thailand.

Last time sold at slightly below RM 5...

Hoping for below 4...to re-enter rclxms.gif
*
This week 4Q result should be out.

Just worried that next qtr result will not be that rosy since the sales might reflected in next qtr report.
panasonic88
post Jan 20 2014, 12:41 PM

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The CB at 0.19 could be a good tool for cutting big tree tongue.gif
panasonic88
post Jan 21 2014, 09:16 AM

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/bend down & collected Boon's 3 kupang tongue.gif

I share same view as Gark
4Q result should be decent (Good for short term play)

But next qtr result is a mystery, will see how the company wheather the situation in Thai sales. hmm.gif

Anyway, it rebounded nicely today, with low volume.
panasonic88
post Jan 22 2014, 08:00 PM

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Calling Gark

Ah lian Q4 result is out

Very ugly

The decrease in revenue was mainly due to a fall in the local & oversea market demand

Looks like you sold at a good price & the chance of reenter below 4 is highly achievable brows.gif

Now we know why the sharp drop recently. Insider win! rolleyes.gif
panasonic88
post Jan 23 2014, 11:03 AM

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QUOTE(gark @ Jan 22 2014, 08:06 PM)
Woohoo... Affin agree to buy HDBS for RM 1.3 billion... 100 mil more than expected.  rclxm9.gif

Total cash in hand after complete transaction will be RM 1,510.5 million or RM 5.92 / share.  brows.gif drool.gif
*
leesearch paper for Affin


Attached File(s)
Attached File  researchview_affin.pdf ( 296.65k ) Number of downloads: 10
panasonic88
post Jan 23 2014, 04:06 PM

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Every year pre-CNY also ang ang yawn.gif

Last year also like that for me.

But Feb recovering in rocket mode. Hope this year also the same.

This post has been edited by panasonic88: Jan 23 2014, 04:07 PM
panasonic88
post Jan 23 2014, 04:08 PM

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QUOTE(gark @ Jan 23 2014, 04:07 PM)
Uptrend no fun to play liao...  tongue.gif

Queuing at 3.90.. come come! come! bruce.gif
*
Can smell lotsa ammo there tongue.gif
panasonic88
post Jan 23 2014, 04:38 PM

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Ah Lian & Nestle both down RM1

But the % difference so much

One down -1.47%
One down -21.69%

sweat.gif
panasonic88
post Feb 7 2014, 04:56 PM

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QUOTE(Pink Spider @ Feb 7 2014, 04:51 PM)
My portfolio went up 1% today sweat.gif

Thanks to DiGi rclxms.gif
*
Song wor!

My portfolio every month closed in negative since Dec'13 till todate. cry.gif

Btw, am I the only one eating grass? *munch munch munch*

This post has been edited by panasonic88: Feb 7 2014, 05:01 PM
panasonic88
post Feb 11 2014, 03:46 PM

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A blog entry on 7154

An undervalued bra stock (now diverting to property) tongue.gif

I am not good in numbers, so I take abit here & there from blogger's.

http://chengyk.blogspot.com/2014/02/caely-7154.html
panasonic88
post Feb 13 2014, 10:04 AM

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QUOTE(gark @ Feb 13 2014, 10:00 AM)
Got another graham net net company.. but the business (Very) stagnant.. however cash rich with very good free cash flows... no debt whatsoever. Net cash per share about 34.7 c / share....

Accounting for the net cash the company is selling at 2x EV/Ebitda...PE 8x,  DY at 6% ..

» Click to show Spoiler - click again to hide... «


Good value or value trap?  hmm.gif
*
3298? hmm.gif
panasonic88
post Feb 13 2014, 11:08 AM

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QUOTE(Boon3 @ Feb 11 2014, 05:37 PM)
» Click to show Spoiler - click again to hide... «

*
Boon, thank you for the inputs. wub.gif

Yah I noticed lately quite a handful of company diverisfying their core business to lucrative property development, one of the remarkable one is transporting company TNlogics.

Caely main business is lingerie & direct sales,
and the CEO said : "If a company's long-established business is in a sunset industry or too competitive and saturated, it may want to seek a new business that would provide a more robust growth. Going into the property sector is one of the options that they have."

Looking at the past 2Q result shows a remarkable change, I think no harm placing a small bet onto it. cool.gif
panasonic88
post Feb 13 2014, 12:42 PM

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QUOTE(river.sand @ Feb 13 2014, 12:37 PM)
3*1* also very cheap and gives very good dividend, but I am concerned whether its business is stagnant. Can you advice?

This company distributes watches...
*
3*1* has some land on hand, too right?

Read it from SKY's post.

Maybe one day can consider diversifying to property tongue.gif
panasonic88
post Feb 19 2014, 12:26 PM

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Anyone in the bra-stock with me? tongue.gif

Going up 10% since my buy price

Waiting to clear 0.530 roadblock (previous roadbloack in Jan'14 also at 0.530), also waiting for coming qtr result

Open at your own risk!
» Click to show Spoiler - click again to hide... «


This post has been edited by panasonic88: Feb 19 2014, 12:27 PM
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