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 Bursa Traders V5

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TSBoon3
post Oct 28 2014, 08:41 AM

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QUOTE(wenqing @ Oct 28 2014, 08:36 AM)
Aiya. Wan privatize early already privatize liao lor. I remember when I first buy almost 50%+ is hard cash.That time privatize lagi untung mah.
And if they got plan to privatize, they wont keep selling out or transfer their share.
*
LOL!

Unlike me, you is investor. laugh.gif
Me trader.
You should not want privatization.
Why?
Cos you will never get to see your dreams... whistling.gif
TSBoon3
post Oct 29 2014, 08:47 AM

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QUOTE(spring onion @ Oct 29 2014, 12:05 AM)
my opinion only, feel free to shoot

*
laugh.gif

You ultra sensitive one ah? tongue.gif
This is a stock forum la.
A forum is a place for everyone to share opinions, ISN'T IT?
and YES, hopefully the forum in particular, is one where there is DIFFERENT opinions being voiced out.
this equates to a healthy forum.
An unhealthy forum?
One speak and everyone blindly follows.
You want that?
If this thread becomes that, I will quit the thread.
It means the thread becomes redundant.
It becomes a bunch of cheerleaders!
LOL!
Pointless.

So shoot? LOL!


QUOTE(spring onion @ Oct 29 2014, 12:05 AM)
1st of all, the profit for 2013-08-31 accountable for more than 40% profit for year 2013 and 30% for profit of TTM
Yes.

QUOTE(spring onion @ Oct 29 2014, 12:05 AM)
which this quarter profit might be slightly lower if revenue stays or flat if revenue increase due to forex. a forecast of slightly lower margin will affect the TTM profits, making it lower then before. so your 76% also cannot follow blindly lah laugh.gif
My statements:
QUOTE
However with the company due to report it's last quarter profits for the year and current 3 quarters profit already more than 76 percent, for it to achieve just 30 percent growth for the year, for this to happen, you are implying a very serious decline in Q4 profit numbers.


QUOTE
And then you can double check.

Last reported profit is for fy 2014. (FY stands for Fiscal year)
Now the nine month total profit is at 17.614 million.
When compared to the previous year's total (previous year total is 9.954 million), the nine month profit showed a GROWTH OF 76.95%.


Did you see where I have made the 76% into a forecast of mine?
I am merely stating the facts dude.
Did you seriously check the last reported profit?
The profit stated clearly... this fiscal year nine month profit stands at 17 million. Previous year was 9.9 million.
The calculator will show that the profits increased 76%.

THIS IS MERELY STATING THE FACTS.
NOT A PREDICTION.

DID I STATE ANYTHING THAT ONE SHOULD USE AND TURN THIS 76% INTO A STONE CAST RULING?

I CERTAINLY HOPE NO ONE IS THAT BLIND.

laugh.gif laugh.gif

*whistle*

understand mah?

look, in financial markets, remember, comparisons is made between the current reported quarter and compared against the same quarter the previous year.
This is how they do it.

And it's in my opinion, I feel you do not understand the 'seasonal earnings'.

Some companies... they will see increase in sales .... the same months every year.

For example....
a beer company...
the company will most likely see increase in sales during festive periods.
and immediately after the festive periods, the following months will show a slowdown.
This is the seasonal impact.

Same with companies exporting.
Some countries will see better sales during winter.
So the few months before winter, those countries, will BUY more... to stock up... to be ready for their festive year end sales.

Same with Homer.
Every year, the 4th quarter, this is their boom time.

Do check the 4th quarter earnings each year.
Their earnings will be better than the previous years (and also better than the previous quarter - the seasonal factor!)

See how the earnings boost up.

2012 Q4 was 5.689 million vs 2011 Q4 3.914 million
2013 Q4 was 6.950 million vs 2012 Q4 5.689 million.

2014 Q4?

Now I am just highlighting it as it is.

I dare not predict anything.

Too many Homeraddicts in this forum thread liao! LOL! LOL! LOL!

And look.... the facts, as it is, shows...

fy 2011 -- 10.811 million profit
fy 2012 -- 14.700 million profit
fy 2013 -- 15.118 milion profit
ttm -- 22.005 million profit

Your original statement (which is the CRUX of the issue) states: "at stagnant growth rm1, if a growth of 30%"

remember, the 3 quarters of 2014 already shows that Homer made 17 million.

So for Homer to record a stagnant growth...
if my under the standing of your england is ngam,
you are suggesting fy 2014 earnings to be 15 million also. (no growth ma... so 2014 earnings equals 2013 earnings)
the problem with this scenario is ytd 3 quarters, Homer already made 17 million.
So for total fy 2014 profit to be 15 million, you are suggesting Homer to rugi 2 million for Q4.
errr..... can ah?
*whistle*

same with 30% growth.
for fy 2014 to record a 30% growth, you are suggesting total fy 2014 profits to total 15*1.3 (30% growth) = 19.5 million.
which means, you are saying fy 2014 q4 profits to total only 2.5 million (19.5-17)
Which means, if I use the earlier table...

2012 Q4 was 5.689 million vs 2011 Q4 3.914 million
2013 Q4 was 6.950 million vs 2012 Q4 5.689 million.
** you are saying **
2014 Q4 to be 2.5 million vs 2013 Q4 6.950 million.

err..... that would be a drastic drop, yes?

wink.gif

QUOTE
about bonus issue, dilution of share is understandable, but how come people still chase after bonus issue announcement?


LOL!

People chase after stocks all the time.
Most of the time... I have no idea why also.
Do you?

tongue.gif

This post has been edited by Boon3: Oct 29 2014, 08:49 AM
TSBoon3
post Oct 29 2014, 09:48 AM

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QUOTE(SpeechLess11 @ Oct 29 2014, 09:35 AM)
after reading, i realise boon3 is waiting to reap its fruit from homer after quarterly report out

lets do it together, trader!  laugh.gif  laugh.gif  laugh.gif
*
laugh.gif

And how would you know I own stocks in this one?

how sure are you?

LOL!

whistling.gif
TSBoon3
post Oct 29 2014, 10:24 AM

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QUOTE(SpeechLess11 @ Oct 29 2014, 10:18 AM)
becoz u look like confident in this stock just like me  cheers.gif
*
laugh.gif

There are many other fishes in the ocean. biggrin.gif


TSBoon3
post Oct 29 2014, 10:41 AM

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QUOTE(johnnyzai89 @ Oct 29 2014, 10:39 AM)
Ah Boon gor,

do you trade futures?
*
Nope.

..... and this is because .... over time I discovered I am not good at trading constantly..... I tend to make more mistakes. sweat.gif sweat.gif
TSBoon3
post Oct 29 2014, 10:51 AM

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QUOTE(johnnyzai89 @ Oct 29 2014, 10:43 AM)
Oppss, then I think i will make alot of mistakes too.

Am going to try paper trading futures first, because it's alot harder to trade I feel and it might go South easilyyy
*
I paper traded many years....................... tongue.gif

If you ask me..... do the same la...

practice, practice and practice......


know what you are NO GOOD at....
and know what you are good at........


NEVER EVER say it's ok to pay tuition fees.....

It's never ok.

Some tuition fees can become so huge that it NOT only takes you out of the game permanently....
but it can also put you into a financial ruins for many, many years.


TSBoon3
post Oct 29 2014, 10:54 AM

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QUOTE(MoneyMaker prince @ Oct 29 2014, 10:45 AM)
Boon gor,

do you have any counter that is within your radar? Mind share? I seems like cant find any counter to study.
*
laugh.gif

Sorry hor....
this kind of sharing... I dunno how to share.


ok...
got one suggestion...
take your trading platform...
ie which broker you trade with....

look at their current research report....

well.... which stock is being recommended?

well.... you can study it.... and post here.... why you agree or disagree.... biggrin.gif
TSBoon3
post Oct 30 2014, 12:24 PM

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QUOTE(johnnyzai89 @ Oct 30 2014, 10:53 AM)
What's with the HYPE for YGL?

Will the GST implementation really contribute that much of an earnings?
Seems to be very much goreng-ed?

hmm.gif  hmm.gif
*
GST all is goreng la...

You can do the maths....really. tongue.gif

How many companies gonna need software 'upgrade'?
How much?

How many software companies?

How much can one of these software company really benefit? whistling.gif


Having said that...
if you are a trader...
you will flush all the above into the jamban hole.... laugh.gif

All you need to know is .... prior to the correction...
which are the group of stocks being led by current market speculation?
which is the leader stock?

Compare now....
LOL!

Isn't it so predictable?

cool.gif



TSBoon3
post Oct 31 2014, 09:34 AM

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QUOTE(Le Don @ Oct 31 2014, 09:18 AM)
Bjauto and Pmetal rallying this week  rclxms.gif
*
laugh.gif

So happy nia!

I guess you pulled the trigger and jumped into PM.

Did you check out the aluminium spot prices and its charts as suggested?

* smile.gif *
TSBoon3
post Oct 31 2014, 10:00 AM

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QUOTE(Le Don @ Oct 31 2014, 09:55 AM)
I checked out the chart and bought a little at around RM6.7. Still regretted did not pull the trigger at below RM5. Will be taking profit soon because the stock PE is quite high.

I will be holding Bjauto longer for now.
*
I do not think you should regret....
cos this example CLEARLY showed you something....... *whistle*
which is...............

you DO NOT have to chase the lowest price to make money.

you can make money EASILY from a stock that is going up....
and actually if the reasoning is solid enough....
it's actually a much SAFER way to play the market. tongue.gif

here's the reasoning......................


we can see the aluminium spot prices rallying strongly this year...

user posted image

Yes, there was a sharp pullback near end of last month...... sweat.gif

but since then....

the prices had been rallying again....

compare to the yearly chart of PMetal....

user posted image

we can see the strong impact/correlationship with aluminium spot prices...

now since Pmetal was doing poorly last year (making losses lor sweat.gif ) .....
PMetal prices were rather week to begin with......

but with aluminium prices SOARING....
the market cannot but ASSUME that PMetal profits soar also.... ***note PMetal's profits yesterday showed clearly that the speculations were spot on! ***
it's a justifiable speculation.... sweat.gif

So soar indeed....
PMetal flew on the back of strong research house buy calls too! tongue.gif

but when aluminium prices tumbled mid Sep....

PMetal stock prices went into a tail spin too....
and the stock price correction was sharp too....... sweat.gif sweat.gif sweat.gif

BUT once the aluminium spot prices recovered......
PMetal stock price also recovered........................


*NOTE*
not all aluminium related stocks will benefit.

Take PMBTech for example... (saw this cos PMBTech also reported its profits yesterday)
The company is very much aluminium related...
but it uses aluminium aa a raw material...
hence when aluminium price increased....
PMBTech profits will be impacted.... sweat.gif

This post has been edited by Boon3: Oct 31 2014, 10:01 AM
TSBoon3
post Oct 31 2014, 11:47 AM

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QUOTE(Le Don @ Oct 31 2014, 11:19 AM)
Thank you for giving your opinion on Pmetal. The stock price clearly follows the trend of the aluminium price.

I agree that buying a stock during a pullback is hard  sweat.gif. That is why I bought Bjauto instead of Pmetal during the latter sharp correction.
*
No problem.

I just think that most people tend to jump the gun everytime they see a stock price correction.

They are programmed in their mind that ....

WHENEVER A STOCK FALLS...
THIS MEANS IT'S AN OPPORTUNITY TO BUY A STOCK CHEAPER.....

but they fail to acknowledge the risk behind such strategy....
which is.....
the stock price correction could turn into a rout!
what is cheap today could turn cheaper tomorrow....
and sometimes..... when the big bear sets in....
the stock price correction...
not only run for weeks.....
it could even last for months and months.....
crudely put.... the risk is that they could end up chasing a stock all the way down.................

and yeah....
how much bullets do you have?
how many times can you average down?


one can do the maths one.... whistling.gif


yeah...
some forums...
it can be quite dangerous...
I've seen some so called stock guru...
they have the AMAZING ability to forever average down....
and suddenly.....
when the stock rebounds...
LOL!... they have the cheeks to announce that they are in the profits liao. rolleyes.gif
laugh.gif laugh.gif
TSBoon3
post Oct 31 2014, 09:45 PM

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QUOTE(SpeechLess11 @ Oct 31 2014, 07:34 PM)
report out, and the result average only
*
biggrin.gif

Well...here's the facts.

Yalor... me better post before all the Homeroids come after me. laugh.gif laugh.gif

For the Q to Q net profit comparison.

2014 Q4 was 6.689 million - 2013 Q4 7.987 million.

profits decreased by 1.298 million. ie profits dropped by 16.2%

Verdict?

Fiscal year end performance?

fy 2013 -- 17.941 million net profit
fy 2014 -- 24.303 million net profit

Net profit increased by 6.362 millon ie the company recorded an annual growth of 35.4%.

Verdict?

Dividends.

FY 2013. Homer paid 3.75 sen. (or a total dividends of 7.5 million )

Today Homer announced its proposing a 3.1 sen dividend for the quarter.
This brings total dividends for fy 2014 to be 5.1 sen ( or a total dividends of 10.2 million )

Dividends increased by 36%!

Verdict?

With increased of dividends, one should ask if the dividends is sustainable or not?

Last year, 2013, Homer showed that it had 34.7 million in its banks.
Today's report, Homer showed that it had 51.586 million in its banks.

Cash in the bank increased by 16.886 million or by 48.6% !!!!

Who was it that said that this was a cash printing machine??
Who?

whistling.gif



Final verdict?



TSBoon3
post Nov 1 2014, 08:06 PM

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QUOTE(kueyteowlou @ Nov 1 2014, 05:18 PM)
ah boon gor..

long time no see... any tips??? tongue.gif
*
Sure got..................... brows.gif brows.gif






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