Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
11 Pages < 1 2 3 4 > » Bottom

Outline · [ Standard ] · Linear+

 STOCK MARKET DISCUSSION V133, Bear coming?

views
     
gark
post Jun 27 2013, 11:28 AM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Jun 27 2013, 11:27 AM)
laugh.gif

See ghost jor still no scare? tongue.gif
*
Initially felt cheated, but then get YTL shares, went up sell..got profit so ok lah...
gark
post Jun 27 2013, 01:26 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 27 2013, 01:21 PM)
boleh copy and pasta? office blocked blogs doh.gif
*
Apalah... block blog but don't block lolyat? laugh.gif Which 1 more time wasting... laugh.gif

QUOTE
Result Update
For QE30/4/2013, Apollo's net profit dropped 23% q-o-q or 18% y-o-y to RM7 million while revenue was lower by 4% q-o-q or 3% y-o-y to RM55 million. Top-line & bottom-line dropped due to lower demand from both local and export markets as compared to the festive months in QE31/1/2013. The lower revenue and higher operating cost had resulted in a decrease in the current quarter’s profit.

Valuation
Apollo (closed at RM4.05 yesterday) is now trading at a PE of 10 times (based on last 4 quarters' EPS of 40 sen). For a consumer stock, Apollo's valuation is deemed undemanding.

Technical Outlook
Apollo is in a gradual uptrend which accelerated over the past 6 months. This sudden acceleration may taper off and the stock may move in a sideway manner for a while. It should however find good support at the psychological RM4.00 level.

Conclusion
Despite poorer financial performance, Apollo is still an attractive stock with positive technical outlook. As such,, Apollo remained a good stock for a long-term investment.

gark
post Jun 27 2013, 01:29 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 27 2013, 01:27 PM)
Blogs got hamsap things, cheong blogs

Lowyat no such things...I think whistling.gif
*
I decide to sappork you.. i queue at RM 4.00 laugh.gif
gark
post Jun 27 2013, 01:33 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 27 2013, 01:31 PM)
I remember a sifu once told me, if a stock is attractive, just take the seller's price sleep.gif
*
Haha.. this stock ok ok.. not that attractive yet... wink.gif

But i like the net cash and divvy... other than that the growth is a bit...ugh. laugh.gif
gark
post Jun 27 2013, 01:34 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(foofoosasa @ Jun 27 2013, 01:33 PM)
wah so many people queue at 4.00 meh...
*
You also queue at 4 meh? Jialat lio.. everyone target 4 4 4 4 4 4 4 4
gark
post Jun 27 2013, 01:39 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 27 2013, 01:36 PM)
u expecting high double digits growth for a cheapalak junk food stock meh doh.gif
*
Mamee did it ..before taken private.. sad.gif

CI holdings also did it.. before sold to the japs.. sad.gif
gark
post Jun 27 2013, 01:48 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Jun 27 2013, 01:39 PM)
huhuuuu!!!

Got listen better don't pick lose. tongue.gif

Faster go pull out Apollo 11 chart.

user posted image

Q at 4 ah?

Errr.... scratching hair...  mellow.gif
*
Haha... boon gor object ah? laugh.gif

Tell me what you see at chart... laugh.gif
gark
post Jun 27 2013, 02:03 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Jun 27 2013, 01:56 PM)
I object. tongue.gif

You should tell me first what you see ma....
Today I give chance...

4 is like... errr.... you see the big empty space below 4?
Lot of empty space hor... I sked.

Not sure got labbit hole below or what.... tongue.gif

So I rather not Q at 4 and instead I rather sell at 4. tongue.gif
Having said that... I no know how and I not smart to play this stock now la.... I rather wait la.

my POV and you have all the rights to object till I pengsan.  sweat.gif
*
Wah you expect it to fall back to the previous 3.20 ah? laugh.gif

You know i don't see chart 1 right...

PE 10x .. - ok lar

Cash on hand about 70 cents/share - good

Dividend .. emm expect 20-25 cents = 5-5.5% - fair lah

ROE ~ 10%-15% - fair lah

FCF = about 40-45 cents/year... so it is sustainable - good

Growth = more or less flat = no good

Margin = ~15% ok lar

Not a high earning stock.. merely like FD stock... whistling.gif


gark
post Jun 27 2013, 02:09 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Boon3 @ Jun 27 2013, 02:07 PM)

Solli ah Gark kor kor but ...
RC = Rojak Chai rite?

*blush*
*
Wow your language skill hebat lah.. i also don't understand what you trying to say... rclxub.gif
gark
post Jun 27 2013, 02:16 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Jun 27 2013, 02:08 PM)
Unker, how u calcualte FCF? Cash flows exclude dividends paid?
*
Alamak! doh.gif You are a dividend investor.. FCF is the first thing you need to master. bruce.gif

I also thought you akauntan must calculate this every day 1?

Actual FCF = EBIT(1-Tax Rate) + Depreciation & Amortization - Change in Net Working Capital - Capital Expenditure


Shortcut FCF = Net cash from operation - purchase of PPE

But my style i exclude changes in working capital as it distort the FCF too much... laugh.gif

This post has been edited by gark: Jun 27 2013, 02:18 PM
gark
post Jun 27 2013, 02:25 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
One thing about Apollo is the super kiamsiap management... doh.gif


In the Q report...

QUOTE
The company has elected for the irrevocable option to disregard the section 108 balance


Like this also can.... laugh.gif

Rather lose tax credits than pay up lotsa dividends.
gark
post Jun 27 2013, 03:12 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
Last month just received letter from IRB... ask me to pay next year's income tax in 12 month installment... they call it scheduled tax, based what they estimate i need to pay in 2014. The letter include like 12 cut off 'form' to submit payment every month

Like this also can. Not yet receive income ask to pay tax first. ... vmad.gif vmad.gif mad.gif mad.gif

This post has been edited by gark: Jun 27 2013, 03:16 PM
gark
post Jun 27 2013, 03:16 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(yhtan @ Jun 27 2013, 03:14 PM)
Business income? hmm.gif
*
Personal income tax... but not from working income, from dividend, rental etc etc...
gark
post Jun 27 2013, 03:17 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(SKY 1809 @ Jun 27 2013, 03:16 PM)
Just to remind, u need to pay penalty if u wrongly estimated yr business incomes by a certain margin....
*
They already estimate for me... each of the 12 form got the amount written into it... doh.gif Payment must be made before 10th every month. rclxub.gif
gark
post Jun 27 2013, 03:24 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(jasontoh @ Jun 27 2013, 03:15 PM)
I've been paying in advance since I grad. I think it is standard process and I found it is a good way to do so, to prevent people from feeling heartache when want to part with the money during income tax time.
*
Ask me to submit payment every month so susah... so in the end i paid up all 12 months 2013 tax in 1 go. laugh.gif
gark
post Jun 27 2013, 03:25 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(SKY 1809 @ Jun 27 2013, 03:21 PM)
For business incomes, u need to correct income tax if they make a wrong estimation on second year ..........if not penalty

Correct me if I am wrong.......
*
Ya kah.. have to check with IRB.... but mine is personal income tax leh... rclxub.gif
gark
post Jun 27 2013, 03:28 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(yhtan @ Jun 27 2013, 03:27 PM)
This is their intention after a lot of taxpayer unable to fork out huge sum.

Able to claim faster also benefit government laugh.gif
I thought personal income subject to PCB hmm.gif

Or maybe your personal income from foreign country hmm.gif
*
My income declared is not from employment, which every month same one. Mine fluctuate up and down depend on rental, dividend and other incomes...usually lump sum laugh.gif

I declaring as foreigner status, cause I am not tax resident of Malaysia. Everything flat 26%, no deductions...

This post has been edited by gark: Jun 27 2013, 03:29 PM
gark
post Jun 27 2013, 03:30 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(shootingstars83 @ Jun 27 2013, 03:29 PM)
drop like anything cry.gif
*
What did you buy? hmm.gif
gark
post Jun 27 2013, 03:49 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(SKY 1809 @ Jun 27 2013, 03:46 PM)
It counts on the days while u are in Malaysia , and not  what u intend to be a "  foreigner " .

So u need to plan yr arrivals in Malaysia........if beneficial to u
*
Less than 60 days in MY per year... yeah I am classified as non-tax resident.. tongue.gif

This post has been edited by gark: Jun 27 2013, 03:50 PM
gark
post Jun 27 2013, 04:06 PM

10k Club
********
Senior Member
12,534 posts

Joined: Mar 2009
From: Penang, KL, China, Indonesia....
QUOTE(yhtan @ Jun 27 2013, 04:01 PM)
Judge by Axiata share price, unlikely they going to win the bid laugh.gif
*
Rumor says.. George Soros' telecomm company might win...

11 Pages < 1 2 3 4 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.0301sec    0.87    7 queries    GZIP Disabled
Time is now: 4th December 2025 - 12:30 AM