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 Traders Kopitiam! V6

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SUSPink Spider
post Jan 29 2015, 05:16 PM

Formerly known as Prince_Hamsap
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QUOTE(zDarkForceSz @ Jan 29 2015, 05:12 PM)
Okay ma, now market banyak counter expensive. Kasi gao gao red soaked the panties. Baru got chance enter ma.
*
"Soak"
"Baru got chance enter"

Sounds so wrong brows.gif

Tempted to sell Karex though hmm.gif
Valuation has gone too far. USD strengthening can help THAT much meh sweat.gif

This post has been edited by Pink Spider: Jan 29 2015, 05:18 PM
SUSPink Spider
post Jan 29 2015, 05:54 PM

Formerly known as Prince_Hamsap
********
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QUOTE(river.sand @ Jan 29 2015, 05:38 PM)
By my own valuation, Karex is ~50% over-priced.
But if sell now, and it reports good results in a few weeks, we may not be able to buy back.

Tough to make decision  doh.gif
*
This
SUSPink Spider
post Jan 30 2015, 09:18 AM

Formerly known as Prince_Hamsap
********
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Joined: Jun 2011


QUOTE(zDarkForceSz @ Jan 30 2015, 09:09 AM)
Seafood, our Mr Ho is moving like leopard~~ my 3.55sen no kena...
*
QUOTE(zDarkForceSz @ Jan 30 2015, 09:13 AM)
Another Mr. Ho is going down the drain...
*
I just wanna say Homer lausai, Mr Ho fly laugh.gif

Patience with quality pays wink.gif
Let's hope Mr Ho can continue to go ho-ho-ho...seh! biggrin.gif

This post has been edited by Pink Spider: Jan 30 2015, 09:22 AM
SUSPink Spider
post Jan 30 2015, 10:05 AM

Formerly known as Prince_Hamsap
********
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QUOTE(gark @ Jan 30 2015, 10:02 AM)
Wooo.. homer really fell into longkang!  laugh.gif

Need go ICU already de.. wee woo wee woo wee woo...

Results not fantastic, but not that bad what...  laugh.gif look at PBT lor.. PAT is lower because they pay more tax in lump sum.. wink.gif 

Market so easy panic one..  tongue.gif
*
So, accumulate? blush.gif

Cilaka last night happy hour no time see Bursa announcements doh.gif
SUSPink Spider
post Jan 30 2015, 10:07 AM

Formerly known as Prince_Hamsap
********
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QUOTE(gark @ Jan 30 2015, 10:07 AM)
Cash flow is still very good...

I WILL buy more IF it touches 80 sen..  laugh.gif
*
Wah tamaknya laugh.gif

My current cost also 81 sen wink.gif
SUSPink Spider
post Jan 30 2015, 10:13 AM

Formerly known as Prince_Hamsap
********
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QUOTE(gark @ Jan 30 2015, 10:08 AM)
MY ABP is < 70 sen  tongue.gif
*
Paper profit peaked 33%
Now 20% doh.gif

If sell and buy back...1 night of glorious coitus with Korean model profit laugh.gif
SUSPink Spider
post Jan 30 2015, 10:17 AM

Formerly known as Prince_Hamsap
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QUOTE(kevraul @ Jan 30 2015, 10:15 AM)
glorious coitus ...... hahaha.....
golden.....learned new term today
*
oi!

bad thing don't learn laugh.gif
SUSPink Spider
post Jan 30 2015, 10:32 AM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Jan 30 2015, 10:21 AM)
So cheap meh.. korean model..?  hmm.gif

» Click to show Spoiler - click again to hide... «

*
Buka Wee Chat...cari orang berdekatan ph34r.gif brows.gif
SUSPink Spider
post Jan 30 2015, 10:38 AM

Formerly known as Prince_Hamsap
********
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QUOTE(lonelywalker @ Jan 30 2015, 10:34 AM)
Impressive, remember put helmet on.
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"they" lagi takut than u. occupational hazard. if u no wear helmet... sweat.gif
SUSPink Spider
post Jan 30 2015, 10:40 AM

Formerly known as Prince_Hamsap
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Ho...Ho...Ho...Seh! biggrin.gif
SUSPink Spider
post Feb 3 2015, 10:52 AM

Formerly known as Prince_Hamsap
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QUOTE(spring onion @ Feb 2 2015, 10:42 PM)
i see the point in your argument. it's about value you get for in share right? i would say their revenue still stable to deliver a stable dividend... and yeshhhh i love dividend stock  drool.gif  that's where i can see, touch, taste, smell and hear the physical money fliiping though my hands laugh.gif

i always treat homer as a dividend share, no doubt. when i choose this share after you guys recommend. i would look at it's dividend yeild and wow it really caught my attention. let us see how much will homer gives in a year

i guess you have dump your homer in that case, while i prefer to hold and see what happens next whistling.gif ....  unless you are able to find 1 more gem brows.gif
*
I think Homer is still an attractive stock, esp given last week's plunge back to 97 sen.

Removing seasonality factors (by right sales is most booming at December, just before X'mas and New Year, right? Latest quarterly results only up to November...)...

Their revenue is still positive.

Profit Before Tax margin reduced slightly, but still at a very attractive 18.4%.

EPS declined, but at current price, P/E is just 11.4 times.

And assuming consistent 50% payout ratio just like previous 2 years, we are getting DY of 4.4%.
SUSPink Spider
post Feb 3 2015, 12:04 PM

Formerly known as Prince_Hamsap
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QUOTE(spring onion @ Feb 3 2015, 11:57 AM)
your karex.... i seems interested. but price abit high now. it would be good if it drops a little lower for me to pick up laugh.gif

btw, out of curiosity, is this you in your profile picture? seems lovely wub.gif
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Condomman? My entries were at RM2.6-RM2.8 rclxms.gif

Lower? How low is low enough for u? brows.gif

My jailbait goddess wub.gif wub.gif
SUSPink Spider
post Feb 3 2015, 12:13 PM

Formerly known as Prince_Hamsap
********
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QUOTE(spring onion @ Feb 3 2015, 12:10 PM)
laugh.gif  laugh.gif  laugh.gif

looking from the weak demand from oil.....i'm right now trying to accumulate some recession proof stocks... hovid i shall wait for T+3. YSPsah looks decent but i'm but worry about it's financial. karex looks good but too expensive right now
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Recession-proof? Why not try look at YTL Corp. Power, utilities, hotels, cement...

It flown above RM1.70 while I'm hesitating to dump which counter doh.gif
SUSPink Spider
post Feb 3 2015, 12:15 PM

Formerly known as Prince_Hamsap
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QUOTE(spring onion @ Feb 3 2015, 12:14 PM)
ppb? icon_idea.gif
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Itu tak payah cakap lar...u see it in my siggy what laugh.gif

YTL Corp P/E and DY-wise more attractive drool.gif

This post has been edited by Pink Spider: Feb 3 2015, 12:16 PM
SUSPink Spider
post Feb 3 2015, 12:19 PM

Formerly known as Prince_Hamsap
********
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Ah Boon3 gor gor...

YTL Corp camne? blush.gif
SUSPink Spider
post Feb 3 2015, 12:39 PM

Formerly known as Prince_Hamsap
********
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QUOTE(zDarkForceSz @ Feb 3 2015, 12:37 PM)
I don't like YTL Corp leh
1. Total Borrowings  doh.gif
2. Total Payables & Total Receivables  doh.gif

EPS, GP Margin, PER although is nice, still not interested...
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Financials aside...cos I haven't studied in-depth other than its PE and DY

I quite like their core businesses wor unsure.gif
SUSPink Spider
post Feb 3 2015, 03:51 PM

Formerly known as Prince_Hamsap
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QUOTE(river.sand @ Feb 3 2015, 02:30 PM)
Isn't high gearing ratio common among utilities?
Utilities are recession-proof. But what do you like about hotel & cement?
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YTL cement is one of the bigger semen players in Bolehland...

And their hotels are all around the world...

Weakening Ringgit and Yen should do Bolehland and Japan tourism some good...

This post has been edited by Pink Spider: Feb 3 2015, 03:54 PM
SUSPink Spider
post Feb 3 2015, 04:20 PM

Formerly known as Prince_Hamsap
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QUOTE(zDarkForceSz @ Feb 3 2015, 04:10 PM)
Bursa got 1000over counters.
I still got other choice, rather than force myself picking the counter which I don't feel comfortable with.

But really I like their business, just don't like their Financial Health...
*
Today I super free, let me anal Unker Yeoh's figures tongue.gif
SUSPink Spider
post Feb 3 2015, 05:10 PM

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Just anal-ed the Yeoh Dynasty financials...results from 2010 to latest quarterly of 30 Sep 2014...

Cannot buy wan la! doh.gif

Revenue no growth...downtrend some more! shakehead.gif

Margins are decent though, GP and PBT margins in the region of 22% and 12% respectively. hmm.gif

The Group have been miserly with dividends in previous years, average payout was 33%, only FYE 30 Jun 2014 they have been very generous with 80% payout, translating to 6.8% DY at current price. It remains to be seen whether they would continue with the generous payout.

If they continue to be generous with divvy, can buy and keep as divvy stock lar...

If no...stay away grumble.gif

This post has been edited by Pink Spider: Feb 3 2015, 05:11 PM
SUSPink Spider
post Feb 4 2015, 02:38 PM

Formerly known as Prince_Hamsap
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Spooked by Ah Boon and sold Homer sweat.gif

At current rate of growth and dividend yield, I'd be better off with a REIT sleep.gif

This post has been edited by Pink Spider: Feb 4 2015, 02:38 PM

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