Boon3,

Noted and thanks.

Sorry for my rockie's attempt at this analysis.

I thought EPS is only available every 3 months and not like price which is available daily, and thus I did not include it in the comparison (on 2 Jan and 30 Apr).

If I read it correctly, last EPS for UMW is lower than the past 3 EPS. Last EPS was in Feb. Maybe in Mar-Apr, it was doing better and thus the better price. Will know in the next quarterly report.

Yes, some companies have very good price - EPS correlations (e.g. Nestle) while for others (e.g. MAS) the relationship is like brownian movement/3rd law of thermodynamic (i.e., random).

Cheerio.

If you think is good, then why you don't consider buy more? 

STAR fall until mother also kenot recognise

Fundamentally sound stock but run as more like a BN propaganda tool nowadays supported by attractive divvy yield in excess of 6%, can keep, sifu sifu?

STAR fall until mother also kenot recognise

Fundamentally sound stock but run as more like a BN propaganda tool nowadays supported by attractive divvy yield in excess of 6%, can keep, sifu sifu?

I will not touch Star given by the upcoming political environment, the risk is just way too high and political link (MCA)

Why not wait a few days to make your decision?

Not buy also buy already lo, now down 6%++ from my entry price. Keep for now lo, what to do. Hope that MCA will not destroy it like what happened to Utusan on which my holding company lost about 90% of its invested capital. MCA also want it to continually pay dividends to sustain party income, right?

Dividends come from future FCF .

MCA took a big loan to buy over Star under its direct control, hopefully not ending like ex  Multi purpose Holdings .

Itu problem MCA, if they cannot service the loan, spin off STAR

Not buy also buy already lo, now down 6%++ from my entry price. Keep for now lo, what to do. Hope that MCA will not destroy it like what happened to Utusan on which my holding company lost about 90% of its invested capital. MCA also want it to continually pay dividends to sustain party income, right?

Why choose Star while there are over 900 listed company with high dividend payout?

Going concern is a major risk for Star for this election, PR will definitely reform the media if they takeover Putrajaya, unless MCA sell off its stake to 3rd party

How much u get back if they sell its machinery as scraps.

Media is a steady business ma...The Star happens to attract the biggest newspaper adex 
MCA insolvent =/= STAR insolvent

But the revenue remain stagnant for the past, isn't it? Even consumer companies like Nestle still enjoying a steady growth for the past

Yea, that's the drawback.

STAR DY = 6%+
Revenue growth stagnant

NESTLE DY = 3%+
Revenue growth steady

See how it goes today

EPF is also selling  Star

I also monitoring STAR due to CIMB's analyst report.

however, i will only go in AFTER election IF BN wins. lol.

if BN loose, i will stay clear from Star cos it's obvious MCA uses STAR to talk about Vote DAP = Vote PAS. a bit irritating when they do this. Principally, i feel the advertisement concept is wrong. Not saying i support which party btw. lol

Adverts are placed by "outsiders", technically nothing wrong. But when they reject similar advert placements by Pakatan, that's wrong. That shows clear bias.

EPS is quite tricky and misleading in land based co like UEM due to large land sales ( one off aka lumpy items  ) and same results might not  be repeating in future.

They can offload the lands to a joint venture co and hence profit is recognized instantly , as compared to the slow method if they build their own properties in stages for sales.KInda take 2 to years to recognize the profits , much longer than the one off quick  method.

Care has to taken to analyse such companies.