At least someone honest about the revised.

Long time no see la.

Also remember...
When you have a number, be it TTM eps or even NTA, you need to take one extra effort...
and compare it versus previous years....

if TTM numbers is getting less and less....
it means the company is not doing good...
company is making less and less money....
when you see companies like this....
investors would most likely to shy away....
who wants to invest in a company that is making less and less money each year?

NTA.
Some (nowadays) like to make a hoo ha over ASSets value...
why?
most of the time...
profits like shit....
or profit too small....
so since cannot use low PE, they use NTA to seduce traders to buy.
Some cases....
yes, company is asset rich but they are sitting on their fat ass and not doing anything about it...
these companies don't seem to care if they make money or not...
they just sit on their ass, knowing their company is asset 'rich'......
and then there are companies whose asset value (NTA) actually depreciate over the years....
think about the implication....
if NTA indicates value of the company...
and then each year, the value of company actually shrinks....
LOL!
Yes... there are some such stocks around...
and they do trade at a huge discount over their traded share price!
So do be careful...
take one extra step...
compare the figures with previous year numbers.....

no rocket science involved....

and today's happy family is.......................?

See I am a trader.
I get paid when I observe................................

Errr....

Firstly do refer my above comments.

I am a trader and I get paid when I observe...........

Hence, I could just post stocks WITHOUT any prejudice and it's up to you all to decide YOURSELF if what I am saying make sense or it's utter KETAM!
But jokes aside, never ever trust anyone in any stock forums.
Trust own self.
Make your own research + reasoning.
I see forums where one so-called head speak, and the rest follow blindly...
I do not wish to see this here....
simply cos... I am human and I could be always be WRONG!

Yes, using TTM, Elsoft PE is high at 26.7
Not much justification.

Regarding Elsoft, I am aware what I wrote here post #1272

That was before it's latest earnings.



hehe86 also note...


Compared to my last notes.
That time I was looking at a TTM eps of 5.39.
Now the TTM has jumped incredibly to 6.33.
There is growth.
as can be seen in the above table.

Isn't it the similar to IQGroup's earnings?



See how the most recent earnings TOWERS above the other 3 most recent earnings.

Well, common sense thinking here (err...this is not 100% foolproof and yes, sometimes.... it might fail one..... )

IF (big IF hor - and this is what is betting one on ) assuming this turnaround is real...
then it's not logical that to expect the next couple of earnings to repeat its earlier poor earnings.
complicated?

Take Elsoft (easier to see)

2014 Q2 eps 3.84
2014 Q1 eps 0.68
2013 Q4 eps 1.01
2013 Q3 eps 0.80

the next quarter is 2014 Q3.
it should compare against 2013 Q3, in which Elsoft only had an eps of 0.80 sen.

Using the assumption that we see a real turnaround, Elsoft 'should' possibly record an eps of maybe at least 3.84 sen.
If you replace that 0.80 sen with say 3.8 sen...
we could see a new TTM eps table like this below...

2014 Q3 eps 3.80 <<-->> estimated eps
2014 Q2 eps 3.84
2014 Q1 eps 0.68
2013 Q4 eps 1.01

now if count the TTM, it then becomes 9.33 sen!!!! (the working = 3.8 + 3.84 + 0.68 + 1.01)
see how the TTM jumps?
and if we repeat it 2 more times...
Elsoft PE doesn't appear too expensive, yes?

Same thing...
run it with IQ numbers...
you will see a difference...

which is why ...
for me la.....


Elsoft annualised eps (assuming turnaround is real) = 15.36 sen!!
IQGroup annualised eps (assuming turnaround is real) = 35 sen!!


p/s: Warning: This is just example and not ask you die die buy these 2 stocks!



This post has been edited by Boon3: Oct 1 2014, 11:36 AM

This is the basic.

If you want to be good in the shark market....
observe the market more....
watching the forums isn't going to do you any good.

PTARAS is in construction la... (but I would say it's more a building material la)


Answer: Didn't you see the big jump in MUIIND? See the other related companies? ( this is just pure exercise and I doubt I will trade these stocks!!!)




them selldowns?
read this site la.... http://www.theedgemalaysia.com/business-news.html

it's actually bad hor...
you see KTB
you see PDZ
you see GBH
you see Protasco
you see MEGB

so much nonsense...
company make announcements...
and then the announcement is voided ..... (KTB's case is different)

the implication is there hor.....
watch out!

It's other related companies meaning is see who is the 'owner'....
in this case PMCorp and PMHoldings.

Just an exercise la...
and again I am not the least interested....

This is where it is sad and F***-ED up!


We are talking about public listed companies.
How could they make such 'gooding' announcement....
which MOST IMPORTANTLY, see there share prices ramp up sky high...
only for the company to say....
sorry... the deal isn't going to happen.

Like here the F**** is the integrity in our market?

Market want to go against you....
Ah La Lat trying for 4 soon....

Having said all that...

in the first place...

these companies rescinding their deals...
these aren't really investment grade companies at all in the first place......

And Robert Tan is probably gonna get lots of red marks since he has two companies (PDZ and GBH) involved......

You need to learn TA.............................. heeeeehehe










Cannot always narrow mind one.
Cannot always think 'time the market'.

I, myself , don't time the market.

Explore yourself...
Enrich yourself....
Improve......

They say...
to improve is to change
to be perfect to keep on changing

so embrace yourself with TA.

Paper trade laaaaaaaaaaaaaaaaaa ...................................

Do not trade with real money until you are 107 % sure you are ready.

Making money in shark market is dull...
it is boring....
there isn't any kick at all.

shit!

then you come forum for what la?



obvious answer is to be poison maaaa................................... heeeehehe

I am even younger......................................



Tell you what...
next time...
you post a chart...
and then...
you post what your thinking about the chart.

Remember the big IF highlighted in bold.
Everyone bets on something in the shark market, investors included.
The assumption (ie the GAMBLE) here is that the turnariund here is real.
That's the bet.
It's a turnaround stock.
Which means revenue and profits are assumed to improve.
Anyway this is my view and as mentioned before, please do not simply accept my opinions blindly for I could always be wrong.
Yes, feel free to disagree.
LOL. and don't forget I am not an investor.

P/S keep this postings aside.
Just note the current TTM eps.
Come next profit report, compare the new TTM numbers with the current numbers.
See if there is improvement in the TTM numbwrs or not.

When market is hot, people tend to believe anything.


Look at all the silly net asset worth valuation used to pimp up a stock for their wok-ing activities.

And in certain cases, it's so laughable when the said company net ASSet is diminishing over the years.

And kind advice ia never easy to give, especially for stocks.

If someone has it, and you utter the slightest 'risk' about the stock, you are simply brushed aside as a 'bad mouth' or a 'Vodoo man'!

Do not simply top up when you see a stock decline.



In some cases...
It could be our fault...
ie we bought the wrong stock at the WRONG price.

Topping up in such incidents won't help.