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 STOCK MARKET DISCUSSION V129, All time high!

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gark
post Apr 4 2013, 11:12 AM

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QUOTE(mopster @ Apr 4 2013, 11:11 AM)
hmmm HwangDBS TP Daiman RM4.... O_______O
can any kind person share the paper ?? biggrin.gif notworthy.gif
*
Ask boon ler.. he expert on daiman... tongue.gif

Here is short trading article from Hwang DBS

QUOTE
Daiman Development Bhd; Trading Buy
Fair Value: RM4.00; DD MK

Cheapest pure Iskandar play with enviable growth prospects and strong dividend track record. Deep value with 2,286-acres of under-appreciated land bank to leverage on Iskandar Malaysia’s success. Potential M&A candidate with 53% of market value in liquid assets (RM1.10/share). Fair value of RM4.00 based on 50% discount to RM7.94 RNAV (94% upside potential).

Source: HwangDBS Research - 4 Apr 2013


This post has been edited by gark: Apr 4 2013, 11:13 AM
mopster
post Apr 4 2013, 11:14 AM

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siao.. can Revalue so much hahhaa.. their land produce gold one...
gark
post Apr 4 2013, 11:15 AM

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QUOTE(kb2005 @ Apr 4 2013, 11:11 AM)
CI moving up down up down like that. How to enter ? Parliement dissolved already, still no see any impact on stock market. Really boring. sad.gif
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Market often play out people want and not predictable... you want it down it goes up, you want it up, then suddenly goes down.

Kena many times before now don't want to time the market liao, buy based on fundamentals only. rclxms.gif

This post has been edited by gark: Apr 4 2013, 11:15 AM
SKY 1809
post Apr 4 2013, 11:18 AM

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QUOTE(gark @ Apr 4 2013, 11:15 AM)
Market often play out people want and not predictable... you want it down it goes up, you want it up, then suddenly goes down.

Kena many times before now don't want to time the market liao, buy based on fundamentals only.  rclxms.gif
*
Ya lah, if u buy a stock with a PE of 3x ( non red stocks ), how much can it goes down ?

Get prepared to average down just in case if does sinks to PE of 1x ( worst comes to worst )


My thought only.

This post has been edited by SKY 1809: Apr 4 2013, 11:19 AM
gark
post Apr 4 2013, 11:19 AM

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Woo hoo yesterday morning 11 am, - 5k, to day morning recover all loss + 1k ... what a big swing. sweat.gif
gark
post Apr 4 2013, 11:20 AM

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QUOTE(SKY 1809 @ Apr 4 2013, 11:18 AM)
Ya lah, if y buy a stock with a PE of 3x ( non red stocks ), how much can it goes down ?

Get prepared to average down just in case if does sinks to PE of 1x ( worst comes to worst )

My thought only.
*
Wah got PE 3x stocks around meh? Don's red chips ha.. all the accounts tipu one. tongue.gif
StupidGuyPlayComp
post Apr 4 2013, 11:20 AM

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QUOTE(gark @ Apr 4 2013, 11:15 AM)
Market often play out people want and not predictable... you want it down it goes up, you want it up, then suddenly goes down.

Kena many times before now don't want to time the market liao, buy based on fundamentals only.  rclxms.gif
*
biggrin.gif agreed......
StupidGuyPlayComp
post Apr 4 2013, 11:21 AM

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QUOTE(SKY 1809 @ Apr 4 2013, 11:18 AM)
Ya lah, if u buy a stock with a PE of 3x ( non red stocks ), how much can it goes down ?

Get prepared to average down just in case if does sinks to PE of 1x ( worst comes to worst )
My thought only.
*
laugh.gif we waiting your PE 3X recommendation
Boon3
post Apr 4 2013, 11:21 AM

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QUOTE(gark @ Apr 4 2013, 11:12 AM)
Ask boon ler.. he expert on daiman... tongue.gif

Here is short trading article from Hwang DBS
Put me on table... mad.gif

I use simple common sense logic most of the time.
When the sector is really hot and the stock has got some strong point, just buy lor.
It doesn't matter if the stock is old man or second liner or third liner cos a hot theme play will ALWAYS rotate, from big to small.

U can see the rotation..
tebrau, uem land...
then ksl, crescendo, hua yang, sunway....
now daiman...
then rotate back...

And HDBS target prices always fly sky so high. laugh.gif
kueyteowlou
post Apr 4 2013, 11:22 AM

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QUOTE(Boon3 @ Apr 4 2013, 11:05 AM)
Yucks!

Tak nak!

See Big Man or not? tongue.gif

Speculative meh?
Why here talk as if all futures players always lose money and as if they simply short or long?
My friend won a nice chunk yesterday leh.
*
big man or batman? wub.gif
gark
post Apr 4 2013, 11:23 AM

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QUOTE(Boon3 @ Apr 4 2013, 11:21 AM)
Put me on table...  mad.gif

I use simple common sense logic most of the time.
When the sector is really hot and the stock has got some strong point, just buy lor.
It doesn't matter if the stock is old man or second liner or third liner cos a hot theme play will ALWAYS rotate, from big to small.

U can see the rotation..
tebrau, uem land...
then ksl, crescendo, hua yang, sunway....
now daiman...
then rotate back...

And HDBS target prices always fly sky so highlaugh.gif
*
Next rotate where? Into the sea? tongue.gif
Boon3
post Apr 4 2013, 11:27 AM

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QUOTE(kueyteowlou @ Apr 4 2013, 11:22 AM)
big man or batman?  wub.gif
Chef!

How's the wok? wub.gif
SKY 1809
post Apr 4 2013, 11:27 AM

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QUOTE(StupidGuyPlayComp @ Apr 4 2013, 11:21 AM)
laugh.gif we waiting your PE 3X recommendation
*
If u use some Android software to scan through, u may get some surprise here and there.

Of course, all data are in raw forms , needed to be certified by yourself.
Boon3
post Apr 4 2013, 11:29 AM

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QUOTE(gark @ Apr 4 2013, 11:23 AM)
Next rotate where? Into the sea?  tongue.gif
Tune Insurance ok ah?

Me looking at it for a long term play...
Not in a rush to buy though.
gark
post Apr 4 2013, 11:32 AM

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QUOTE(Boon3 @ Apr 4 2013, 11:29 AM)
Tune Insurance ok ah?

Me looking at it for a long term play...
Not in a rush to buy though.
*
Don;t like tune ins... FA not good... hmm.gif

Got good FA + goreng stocks ah? drool.gif
kueyteowlou
post Apr 4 2013, 11:33 AM

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QUOTE(Boon3 @ Apr 4 2013, 11:27 AM)
Chef!

How's the wok?  wub.gif
*
rolleyes.gif

nothing happen... as usual...

makan grass.. rolleyes.gif rolleyes.gif

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


This post has been edited by kueyteowlou: Apr 4 2013, 11:33 AM
SKY 1809
post Apr 4 2013, 11:34 AM

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QUOTE(gark @ Apr 4 2013, 11:32 AM)
Don;t like tune ins... FA not good... hmm.gif

Got good FA + goreng stocks ah?  drool.gif
*
Got Favco laugh.gif


gark
post Apr 4 2013, 11:35 AM

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QUOTE(SKY 1809 @ Apr 4 2013, 11:34 AM)
Got Favco laugh.gif
*
Last time got when PE very low that time ... pity sold liao. sad.gif

Now too high to get in... doh.gif

This post has been edited by gark: Apr 4 2013, 11:36 AM
SKY 1809
post Apr 4 2013, 11:40 AM

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QUOTE(gark @ Apr 4 2013, 11:35 AM)
Last time got when PE very low that time ... pity sold liao.  sad.gif

Now too high to get in... doh.gif
*
BUT if future profit double , or triple , then still cheap.

But if u stick to historical data, then expensive.

Don't u value plantations and property stocks on that basis ?

Or u want to stick to past and super low historical costs as yardsticks icon_rolleyes.gif

This post has been edited by SKY 1809: Apr 4 2013, 11:41 AM
gark
post Apr 4 2013, 11:45 AM

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QUOTE(SKY 1809 @ Apr 4 2013, 11:40 AM)
BUT  if future profit double , or triple , then still cheap.

But if u stick to historical data, then expensive.

Don't u value plantations and property stocks on that basis ?

Or u want to stick to past and super low  historical costs as yardsticks  icon_rolleyes.gif
*
safer to use old yardsticks.. cause if the future growth did not pan out still safe.

But have to make sure ler, that the company can generate at least some future growth.

Double, triple profit is too speculative...

Like plantation, we look for tree maturity and unplanted landbank. laugh.gif Even CPO stagnant.. still got growth. tongue.gif

This post has been edited by gark: Apr 4 2013, 11:47 AM

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