need me to draw picture out of the wall meh?

You forgot my pisang points meh?

I know, wait for next profit report but I really do not like how the stock is trading.

And you know the implication on the mother share hor...

Your dream may come true .... Lau sai already 2.75

Wait next Q and see. If can deliver 10% better than last Q, then will fly again 

So you're suggesting it will be a free fall to 2.x from now?

Which other co. are u using as benchmark for your FV?

you made me  ,
But hor last 3 weeks already up almost 15 % every bank. So correction a bit is normal actually.

The human mind is strange at times....

when the stock moves up... people scared it fall.
when the stock moves down.... people scared they miss out if the stock U-turn and rise back.

why?

Quote gark .... Heart must be steady 

I also scared scared when see the NPL....hold these stocks for 1 and half year. Can't even beat FD.

Lee Kah Shing just cancelled many developer project in Mainland China...made me more 

I remember.... reading recently a report saying the banks were selling under its cash per share value....



I wonder why....

If burst, then really no eye see. Msia property market will burst too

I actually know de...shadow banking mah.

I sigh this for sometimes already. Maybe one word stubborn. Since 07 these bank macam never recovered one.

Those US investment bank almost every month also post regarding the NPL , shadow banking , toxic assets 

Can say I hear until no feeling already.

Stock up and down like roller coaster. sometimes up 8 % in one day, sometimes drop 8% in one.

The risks have ballooned as China has added new credit roughly equal to the size of the entire US banking system in just the past five years.

Total debt as a percentage of GDP has increased from 130 per cent in 2008 to about 220 per cent at the end of last year, according to estimates from Fitch Ratings.

An increase of that speed and scale has almost always been succeeded by a crisis in other economies.

The big concern in China is that much of the debt build-up – as much as half of all credit extended last year by some estimates – has happened in the opaque and lightly regulated “shadow banking” sector.

The failure of Chaori Solar Energy Science and Technology has been called China’s ‘Bear Stearns moment’. Diana Choyleva, of Lombard Street Research, tells John Authers it may need a larger Lehman-type failure if it is to deal with its overhang of debt.

Shadow banking in China is much less sophisticated or toxic than the financial engineering that happened on Wall Street before the 2008 financial crisis and its capacity to shake the broader system is also a lot more limited.

But that does not mean investors should not worry.

Much of the credit coming from the shadows goes to risky, high-interest loans to struggling property developers, steel mills or glass factories that cannot borrow directly from the more regulated state banks.

A sizeable portion of these multiyear loans are then repackaged into poorly documented financial products with maturities of just several months.

These are then sold through banks to ordinary investors with promised returns that are well above government-capped deposit rates.

When pressed by the regulators, banks insist any risk associated with these products is borne by investors but the vast majority of investors believe these products are ultimately guaranteed by the state.

After all, they were sold by state banks, sometimes with explicit but illegal guarantees from overeager salespeople, and until recently the government has always stepped in at the last minute to make sure these products do not collapse.

It's a telltale sign. In fact, we expected that to happen last year. It didn't. But it should in the next 2 years. Property market, as usual, booms and busts.

PRC have serious economy problem.

Start from 2008, the shanghai index composite behave like very long U curve that probably last a decade for economic restructure. ( similar taipei index in 1980's )

Indomee!

japanese "cough cough"

But cannot compared japanese economies at 1970's to current china now la.

Dunno, just wild guess

Never listen to the drunk accountant

Gark, what is the easiest way to calculate fair value for a stock?

I believe he has a huge Excel sheet with all the formulas and variables, ready to plug and play. Now, the easiest way is to hack his PC