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 Bursa Traders Thread V2, waaa! V2 d !

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gark
post Dec 4 2013, 05:48 PM

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QUOTE(yarusaru @ Dec 4 2013, 04:51 PM)
i wanna dump invest my money.. any good stocks u guys recommend that is good for short term investment?
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short term... hmm.gif FD! icon_idea.gif
gark
post Dec 4 2013, 05:54 PM

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QUOTE(Boon3 @ Dec 4 2013, 05:52 PM)
Gark want to buy.

See xhart for him.

: P
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I play WB only.. last time sold most of it at 72.5 cents.. now look interesting.. brows.gif

This post has been edited by gark: Dec 4 2013, 05:54 PM
gark
post Dec 4 2013, 05:55 PM

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QUOTE(Boon3 @ Dec 4 2013, 05:50 PM)
Damn coocky!

: P
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Adoh.. doh.gif Hold stock for long time also cocky 1 meh? doh.gif
gark
post Dec 4 2013, 05:58 PM

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QUOTE(Boon3 @ Dec 4 2013, 05:57 PM)
tongue.gif

Cocky bugger!

: P
*
doh.gif doh.gif doh.gif
gark
post Dec 5 2013, 10:25 AM

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QUOTE(valan @ Dec 5 2013, 09:42 AM)
these shariah funds got how many ytlp share.....sell down never ends
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LTH holds about 139 mil and others about ~11 mil = total ~150 mil

The selldown will keep continue for at least 1 month... wink.gif

This post has been edited by gark: Dec 5 2013, 10:25 AM
gark
post Dec 5 2013, 12:54 PM

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QUOTE
Ah Sai (Outperform, TP: RM2.70): To gain from new surcharge. Renewable energy player Ah Sai will be ensured a steady income flow with the revised surcharge on electricity bill for the renewable energy fund. Ah Sai, the only listed renewable energy developer, is expected to benefit hugely from the revised surcharge and in tandem with the company‟s growing capacity.


Yay consumer will pay more FiT electricity surcharge...now confirm revised from 1% to 1.6% thumbup.gif

This post has been edited by gark: Dec 5 2013, 12:55 PM
gark
post Dec 5 2013, 12:57 PM

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QUOTE(lambethwalk @ Dec 5 2013, 12:55 PM)
ah sai PE 17+, not overvalued already meh...
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It is actually.. already throw 1/2... the other half see can ride how long. BTW TTM PE is just 12.6x laugh.gif

Good thing is monopoly business, other monopoly trade at how much PE? tongue.gif

This post has been edited by gark: Dec 5 2013, 12:59 PM
gark
post Dec 5 2013, 01:23 PM

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QUOTE(felixmask @ Dec 5 2013, 01:21 PM)
i blur blur which stock is Ah Sai  rclxub.gif
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Taman sai... tongue.gif
gark
post Dec 5 2013, 01:28 PM

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QUOTE(felixmask @ Dec 5 2013, 01:26 PM)
Hi gark,
i really dunnow what is Taman Sai.....
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Sai - park rolleyes.gif
gark
post Dec 5 2013, 01:37 PM

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QUOTE(felixmask @ Dec 5 2013, 01:35 PM)
only happen at BolehLand

http://www.sinarharian.com.my/edisi/selang...-indah-1.158452

Semalam (kelmarin) hujan lebat dan dalam jam 8.30 malam, air najis dari lubang tandas melimpah hingga memasuki ruang tamu dan mengalir keluar ke jalan

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That's is why when buy house... buy on top of hill and avoid near sewage pond... thumbup.gif

Also blame DRB-Hicom.. which owns Alam Flora...

This post has been edited by gark: Dec 5 2013, 01:40 PM
gark
post Dec 6 2013, 10:51 AM

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QUOTE(yhtan @ Dec 6 2013, 12:07 AM)
Dig out old info

U forgot to minus the debt holding around RM240mil at Company level

Effectively the value around RM5.9 per share at maximum
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Yes you are right.. net of 232 mil debt the share value is about 5.60/share.. tongue.gif

Stupid bank.. until now nearly 3 months, near deadline still no news.. later at expiry date decide to announced cancel deal pulak.. doh.gif

This post has been edited by gark: Dec 6 2013, 11:02 AM
gark
post Dec 6 2013, 12:14 PM

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QUOTE(SKY 1809 @ Dec 6 2013, 11:50 AM)
Last time , I love to play M & A stocks , but now I do not .

The main reason is  I find out  , most M & A are like having boy and girl relationships , very fragile to break away, and later maybe reunion  again  hmm.gif Lot of guessing n waiting  here and there. Now u see and next u do not kinda thing..

Just my own analysis.......

Like what WB says,  learning to be Temperament than to be Smart. Sori, do not mean to preach anything here.
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There is always risk in investment... depending on how we minimize it only.. by buying at the correct valuation wink.gif

This post has been edited by gark: Dec 6 2013, 12:15 PM
gark
post Dec 6 2013, 01:50 PM

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Bought more INTP @ 18,500

PE 13x, PBV 2.5x, DY 2.5%, Growth 15% YoY, very good FCF, net cash @3000/share

This post has been edited by gark: Dec 6 2013, 01:54 PM
gark
post Dec 6 2013, 01:53 PM

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QUOTE(twhong_91 @ Dec 6 2013, 01:52 PM)
Mr. gark, any comment on BIMB?
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BIMB... sorry no monitor.. at a glance PE 16x... other banks selling at PE 9x-12x only.. sweat.gif
gark
post Dec 6 2013, 01:56 PM

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QUOTE(twhong_91 @ Dec 6 2013, 01:55 PM)
sorry, but what is PE? i been trading using technical analysis only. so you are saying that it is trading at a price which is higher than its fair value?
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PE = price/earnings.. example EPS RM 0.1/year, price is RM 1 then PE = 0.1/1 = 10x

This post has been edited by gark: Dec 6 2013, 01:56 PM
gark
post Dec 6 2013, 02:01 PM

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QUOTE(SKY 1809 @ Dec 6 2013, 02:00 PM)
INTP is listed with 0.0019 sell price  in my Jstock  hmm.gif

How to interpret that  yawn.gif
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You in correct stock exchange or not... tongue.gif
gark
post Dec 6 2013, 02:07 PM

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QUOTE(SKY 1809 @ Dec 6 2013, 02:05 PM)
Oh I see, I list INTP  under Bursa , now must go to Indonesia one  hmm.gif

INTP also got 2 , so it is INTP.JK , right ?
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yes.. you are right. tongue.gif
gark
post Dec 7 2013, 06:20 PM

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QUOTE(Boon3 @ Dec 7 2013, 05:01 PM)
Nothing to do at this moment....  tongue.gif
So I took a longer look at it.

user posted image

user posted image

Well it's not exactly scary...

Perhaps this one chart explains more...... tongue.gif

user posted image

Look at the 2 big jumps....
May 2013...
June 2013...
it went from 95+ to 150+ in Mmay..
Interesting is that the stock moved well ahead during May b4 earnings was released end May...
Yea as they say...
stock ran ahead if the earning news.....  tongue.gif  tongue.gif

Fundamentally...
It was the earnings season..
The earnings coincided with the big jump in earnings....
If you just based on a q-q basis and compare the trailing earnings...
For May, earnings jumped from 14+ to 19+ million.
A very big jump.
This is why I think explains the big jump in stock price.  tongue.gif

And it also explains where and why we are now.  sweat.gif

I saw your big name pop up at the other thread about this stock.
Hehe... I am a lurker... tongue.gif
Since May, if I may ( tongue.gif ), the pop in earnings is not quite the same...
The wow factor is not the same as earlier.
Latest ttm is 20.642m
The previous ttm is 19.374m
The previous was 14+ million...

In a sense, your description is exactly precise.
Growth is still there but it's minimal and steady.

However, it could be interesting actually.
Because there is no big bump in earnings, the stock price like the earnings is consolidating.....

If the earnings bumps like what we witnessed in May...
we could possibly see another big jump in stock price....
if not......
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Wah so long never see you... where you MIA? brows.gif

Your analysis is spot in. I am more interested in the cash holdings which is 1/3 of the stick price.
gark
post Dec 7 2013, 07:16 PM

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QUOTE(Boon3 @ Dec 7 2013, 06:40 PM)
brows.gif

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

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brows.gif brows.gif brows.gif

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


This post has been edited by gark: Dec 7 2013, 07:16 PM
gark
post Dec 7 2013, 11:02 PM

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QUOTE(Boon3 @ Dec 7 2013, 10:42 PM)

If you look at the quarterly earnings on the average the company make about 2 - 3 million per quarter.
Way too small in numbers.
Rather Mickey Mouse leh. tongue.gif

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So..... my 100 year stock also mickey mouse loh ho.... hmm.gif

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