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 Bursa Traders Thread V2, waaa! V2 d !

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felixmask
post Dec 5 2013, 01:35 PM

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QUOTE(lambethwalk @ Dec 5 2013, 01:33 PM)
taman where got alot of shit... but surprisingly shit can be good too tongue.gif
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only happen at BolehLand

http://www.sinarharian.com.my/edisi/selang...-indah-1.158452
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felixmask
post Dec 11 2013, 09:02 AM

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Any one making money from BURSA new system

Attach is Axiata sample:
Queue 6.72 and sell 7.

but must very fast....


Attached thumbnail(s)
Attached Image Attached Image
felixmask
post Dec 11 2013, 09:07 AM

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that why..i see so many day..no one complain/post/talk 3 talk 4
I though my eye sight problem....

Most of the pre opening indicate/Bursa system problem..must lucky to get asap and sell asap.

I havent check penny stock
felixmask
post Dec 11 2013, 09:14 AM

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Zeros

before i do, made sure the BURSA not KULUKULUK transaction...

by the say the trasaction missing..not sure was done deal or cancel one.
felixmask
post Dec 11 2013, 09:18 AM

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QUOTE(Boon3 @ Dec 11 2013, 09:11 AM)
Felix, rm 7 wasn't done, was it?
Was there a trade at 7?

These are all those pre market queues....
those bid can always be taken out at last min one.

p/s did you read this link posted by Chef?
http://stockstradingmalaysia.com/others/th...ck-quotes-work/
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yes..not done during pre opening.. SO Big frog jumping some queue buy at 7, and ppl sell queue at 6.72
felixmask
post Dec 11 2013, 09:26 AM

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QUOTE(Boon3 @ Dec 11 2013, 09:24 AM)
tongue.gif

Pre markets are a total waste leh...
It's garbage.
New or old system, you will see weird buy/sell bids one la...
Some times no make sense one.
Who put them up?
Well..
I think any childish remiser can easily put a stunt like that.
Put it in... and then just right before market starts... cancel that order.
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I agree...but ..next time i want see how fast the remiser to cancel..
during pre-opening.

felixmask
post Dec 11 2013, 01:42 PM

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QUOTE(SKY 1809 @ Dec 11 2013, 01:16 PM)
O I see ,

I often hear about net net stock, but could not bother to find out what it really means ....

Now I stand a chance to know better.......

Thanks for the explanation

Time for me to read the Little Book now yawn.gif
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Hi Sky,

Mind to share what is ur Little BOOK.
felixmask
post Dec 11 2013, 02:07 PM

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QUOTE(SKY 1809 @ Dec 11 2013, 02:00 PM)
Litttle Book of Valuation by ASWATH DAMODARAN

BTW, Besides valuations , I do like Sharks present in a particular co.

So I do not buy purely on valuations alone i.e the most undervalued ones  may not be selected....
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i manage to find pdf :

first draft : october 14, 2010


same version as your one ?

felixmask
post Dec 12 2013, 06:03 PM

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QUOTE(Bonescythe @ Dec 12 2013, 05:57 PM)
He will teach u how to chau keuy tiow as well when u have no food to eat
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he sell SHUTTERCOCK...Premium black feather
felixmask
post Dec 12 2013, 06:07 PM

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QUOTE(gark @ Dec 12 2013, 06:05 PM)
... whistling.gif
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One advice for Uncle Gark

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felixmask
post Dec 12 2013, 08:21 PM

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QUOTE(billy_overheat @ Dec 12 2013, 07:10 PM)
LOL, what an abbreviation.

hey, you haven't tunjuk ajar leh, teach newbs mah.  tongue.gif
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tongue.gif
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felixmask
post Dec 16 2013, 05:13 PM

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QUOTE(kueyteowlou @ Dec 16 2013, 04:14 PM)
can buy a german shepherd d ... tongue.gif

not that expensive la german shepherd ...
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u hse got alot dog liao....miniature schnauzer
felixmask
post Dec 16 2013, 05:15 PM

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QUOTE(Boon3 @ Dec 16 2013, 05:02 PM)
doh.gif

this a complaint forum ah?
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if Fall Gark below buying price let us know.. drool.gif
felixmask
post Dec 16 2013, 09:57 PM

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QUOTE(gark @ Dec 16 2013, 08:38 PM)
KAYU

Overview...

KAYU's manufactures fiberboard and rubber wood board and RTA which it's main product. This industry segment has always been challenging and margins vary.  The bulk of it's profit is from RTA (Ready to assemble) products, you typically find in hypermart and assemble yourself at home.

TTM : 22.8 EPS, TTM PE : 4.8x, TTM ROE : 9.3%, TTM PAT Margin : 5.5%, DY% : Insignificant, PBV : 0.45

Very high PBT growth over the last 3Q, despite overall revenue reduction from 100 mil to 86 mil. This can be explained via increase of margin from <3% to 6-7% in the latest quarter sales.

The expanded margin is however similar to 2009 and then the margin fell back to previous level 1-2 years after that. Will this latest margin expansion be sustainable? Upon checking in depth into the report for the source of margin expansion we found that almost 90% of the product is priced in USD and destined for export market. With the rise of USD, margins improve as cost is mostly in RM. Every 1% appreciation of USD/MYR will add approx 0.5-0.6 mil per Q of profit for KAYU.

Main export market is Japan (40%), followed by China and India. With recent depreciation of JPY, the products priced in USD will be less competitive and will probably hurt sales volume as evident in the latest Q where total revenue fell but margin improved. This will be a double edge sword as lower sales revenue might cause price reduction and hence hurting margin in the future.

Balance Sheet

Semi-healthy balance sheet with 19 mil cash on hand but with 114 million borrowings. Most of the equity is locked up under PPE.

Cash flow is very healthy as  PPE depreciation is higher than net profit. That coupled with low capex expenditures, provide KAYU with very healthy cash flow. FCF is estimated to be at least 20-24 cents/share. This is significant as the P/FCF is only 4x-5x.

Although it has an approximately 45% portion of the loan in USD, the majority of earning in USD will negate forex risk of the loan. 90% of trade receivable is in USD. Almost 100% of trade payable in RM.

Others, Conclusion

Warrant is currently priced at 47 cents and ex price is RM1, hence a 33.6% premium to mother share. Too high premium for limited gains.

IF the USD is to remain strong, KAYU should be able to maintain a reasonable good margin. Estimated FY13 EPS to be 20 cents/share with FCF of 25 cents/share. But if the USD is to weaken against RM, it's margin will shrink and have to declare forex loss on it's unrealized forex gain of 2.2 mil. Pegging a PE 8x for a slow/no growth industry will bring the fair value to RM 1.60.
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which kayu stock. i tink i miss out... rclxub.gif
felixmask
post Dec 17 2013, 08:43 AM

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QUOTE(Boon3 @ Dec 16 2013, 11:27 PM)
Forgot to load the chart.

user posted image

You have to ask Felix about cloud charts leh...

But yes, 101 is probably where the current chart suggest the support is.
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MY CHART FAULT....STILL STICK TO FA
felixmask
post Dec 18 2013, 08:57 AM

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QUOTE(gark @ Dec 17 2013, 05:36 PM)
Halim Saad  whistling.gif

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Not mistaken, there is court suit between him and former PM. Dr.M.

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felixmask
post Dec 18 2013, 11:23 AM

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QUOTE(MrLoo @ Dec 18 2013, 11:13 AM)
Student ma, little is alot  tongue.gif
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Apply BR1M..use $$$to buy stock loh.

This post has been edited by felixmask: Dec 18 2013, 11:24 AM
felixmask
post Dec 18 2013, 09:53 PM

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QUOTE(gark @ Dec 18 2013, 07:53 PM)
now cannot sabar liao.. miss many boat previously hahaha.. straight buy nevermind.. can always add more later.  tongue.gif

You always says mah.. no need queue for those 1-2 sen  tongue.gif
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spotted FA no patient fishing stock.....greedy overshadowing the market.
felixmask
post Dec 30 2013, 09:10 PM

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QUOTE(Boon3 @ Dec 30 2013, 08:40 PM)
tongue.gif

1n$

88 sen better looking than 85.  doh.gif  tongue.gif  laugh.gif

user posted image

The smelly SAI.

LOL!!

user posted image

user posted image

Can you tell me what to do?

laugh.gif
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hi Boon3,

Which stock you sharing ?
felixmask
post Jan 2 2014, 10:47 AM

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QUOTE(Boon3 @ Jan 2 2014, 10:40 AM)
Furniture sector excites me.

See Poh Huat's earnings?
Strong turnaround...

Thinking of getting that Home bugger. tongue.gif

What do you think of its cash flow?
Looks not bad, rite?

Can go ah?

sweat.gif
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How about Homeriz?

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