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 Traders Kopitiam! V6

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SUSPink Spider
post Nov 4 2014, 01:17 PM

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Insider Asia's Mr Tong also dumped Homer:
http://www.theedgemarkets.com/my/article/t...olio-nov-4-2014
SUSPink Spider
post Nov 4 2014, 01:26 PM

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QUOTE(wankongyew @ Nov 4 2014, 01:24 PM)
Is there any way for me to subscribe to these updates without actually buying The Edge?
*
Every day go read Edge online? tongue.gif
SUSPink Spider
post Nov 4 2014, 01:30 PM

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btw, may I ask what everyone thinks of APM?

Slow grower...topline and earnings growth at 4-5% over past 5 years, ANALysts also forecast similar growth rate going forward.

Tan Chong Nissan models losing out to Honda, Toyota and Mazda lately, but APM also supplies to Perodua and Proton.

Dividend decent at 3%, if include special dividends, could go all the way to 5%+.

But investor seem to be just not taking notice of this counter. sad.gif

Paper gain left a bit only, my profit from this counter mostly from dividends.

Feel wanna bail out and switch the $$$ elsewhere....Supermax is one candidate. icon_question.gif
SUSPink Spider
post Nov 12 2014, 11:47 AM

Formerly known as Prince_Hamsap
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QUOTE(foofoosasa @ Nov 12 2014, 11:46 AM)
Dump all my homer, Good luck guys biggrin.gif

revisit when the price is more attractive  thumbup.gif
*
Now only dump? biggrin.gif
SUSPink Spider
post Nov 17 2014, 10:29 AM

Formerly known as Prince_Hamsap
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Monday morning lesson from Ah Boon

notworthy.gif
SUSPink Spider
post Nov 17 2014, 04:22 PM

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QUOTE(tstan8_8 @ Nov 17 2014, 04:18 PM)
DIGI  brows.gif
*
Ada apa dengan yellow man blink.gif
SUSPink Spider
post Nov 18 2014, 09:36 PM

Formerly known as Prince_Hamsap
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QUOTE(spring onion @ Nov 18 2014, 09:27 PM)
thong guan looks like kena goreng ni.... any outlook on this?

Scientex major profit comes from properties. Daibochi similar business track recorded a drop in quarter-quarter prodit

BPlastic which slightly related to TGUAN profit down this quarter.

hmm.gif any clue?
*
Daibochi PE 19 times, DY 3% on 55% payout ratio
Thong Guna PE 7 times, DY 4% on 30% payout ratio
BP Plastics' fundamentals the worst among the industry peers, growth erratic (sometimes up, sometimes down)
SUSPink Spider
post Nov 25 2014, 11:35 AM

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QUOTE(foofoosasa @ Nov 25 2014, 10:18 AM)
From the financial report, it seems like the company not really able to pass their rising cost to their product that well due stiff competition in the industry.

There are few sign of red flag like increase receivable and negative operating cash flow during the period ( bad sign  sweat.gif ).

From the financial notes, they blame it on China & Sabah operation, and they will try to improve the margin ?  hmm.gif

5th and 6th line  for its PVC food wrap division will be commence by this end of 2014, another room of increasing revenue......

Despite all of these issue, all the IB still give very high TP for this stock mostly near RM 3.00  laugh.gif  laugh.gif

So final call?  icon_idea.gif  hmm.gif
*
And their PBT margin is only a meagre 4%

Earnings very vulnerable to rising costs
SUSPink Spider
post Nov 25 2014, 11:48 AM

Formerly known as Prince_Hamsap
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QUOTE(foofoosasa @ Nov 25 2014, 11:47 AM)
so your final call leh pinky?

I thought u have this stock? hmm.gif
*
Very disappointed with the latest financials. Dumped at a small loss.

Seems that there is little real gem nowadays. Consolidating my portfolio with only real quality stocks that demonstrate growth and decent margins.

This post has been edited by Pink Spider: Nov 25 2014, 11:50 AM
SUSPink Spider
post Nov 25 2014, 11:56 AM

Formerly known as Prince_Hamsap
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QUOTE(foofoosasa @ Nov 25 2014, 11:55 AM)
notworthy.gif ,

Just put in FD or wat lo...I think many here wait for good bargain.  rolleyes.gif
*
I still have my DiGi, Bursa, Karex though tongue.gif

Have 10% cash now
SUSPink Spider
post Nov 25 2014, 11:59 AM

Formerly known as Prince_Hamsap
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QUOTE(foofoosasa @ Nov 25 2014, 11:58 AM)
3 stocks only? brows.gif

I thought u have couple of REITS  brows.gif
*
REITs no grow wan lar, no need mention tongue.gif

CMMT...dead doh.gif
IGBREIT brows.gif
QCAPITA stagnant yawn.gif
UOAREIT also stagnant yawn.gif

SUSPink Spider
post Nov 25 2014, 12:56 PM

Formerly known as Prince_Hamsap
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QUOTE(foofoosasa @ Nov 25 2014, 12:20 PM)
still holding CMMT?  sweat.gif  sweat.gif Sold mine long time ago already.... sweat.gif

receive stable dividend also good mah  brows.gif
*
Yeah, if dividend can maintain...just milk the dividends and reinvest elsewhere

Outlook for REITs not that good anyway, CMMT is the among better ones

This post has been edited by Pink Spider: Nov 25 2014, 12:57 PM
SUSPink Spider
post Nov 25 2014, 01:24 PM

Formerly known as Prince_Hamsap
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QUOTE(felixmask @ Nov 25 2014, 01:18 PM)
where is APM , TIGER Bank , LaFurk Cement , PharmaNiaga &  CarlsBeer ?
*
APM sold, small paper profits + dividends earned. See little growth ahead.

Tiger Bank paper loss, off set by dividends received. Too malu to mention blush.gif

LaFark Semen dumped with profit (luckily!) when its yield drop to below 4% biggrin.gif

Pharmaniaga still in loss. But optimistic to keep for long term

Cow Beer already dumped loooooooong time lor tongue.gif

This post has been edited by Pink Spider: Nov 25 2014, 01:25 PM
SUSPink Spider
post Nov 25 2014, 04:11 PM

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QUOTE(gark @ Nov 25 2014, 03:59 PM)
Hmm thinking of dumping my CMMT too... lol

The Sg. Wang every Q also negative rental increase one.. like that how lar?  laugh.gif
*
wub.gif
oi pakcik, mane pigi??? kitorang soma bimbang sama lu cry.gif
SUSPink Spider
post Nov 25 2014, 04:13 PM

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DiGi terbang sampai ini machiam...

Sold some (more) at 6.37, take profit

Yield only 4%...how to keep? Move money elsewhere...
SUSPink Spider
post Nov 25 2014, 04:15 PM

Formerly known as Prince_Hamsap
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QUOTE(V-Zero @ Nov 25 2014, 03:57 PM)
doh.gif  notworthy.gif

CMMT probably affected by Sg Wang Plaza, businesses are bad there.
Next year if OPR up REITs devalue again.

Or maybe already priced in.  tongue.gif
*
China maby cut rate another time...BNM will be under pressure NOT to hike rates

Furthermore next year GST hit...u wanna hit Rakyat with rate hike some more meh sweat.gif
SUSPink Spider
post Nov 25 2014, 04:17 PM

Formerly known as Prince_Hamsap
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QUOTE(V-Zero @ Nov 25 2014, 04:16 PM)
We never know.  whistling.gif
Country slogan - infinite possibilities.  smile.gif
*
Now my money market fund also yielding 3.4%. Park cash there also thumbup.gif
SUSPink Spider
post Nov 25 2014, 04:22 PM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Nov 25 2014, 04:21 PM)
Next year with GST... inflation 10%.  whistling.gif
*
U talk until like that...

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

SUSPink Spider
post Nov 25 2014, 07:00 PM

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QUOTE(gark @ Nov 25 2014, 06:55 PM)
Life is also a gamble, for example when you decide to cross a road..  wink.gif

But then again, you can reduce the risk significantly, but not write it off completely, when you look left and right before crossing.  whistling.gif

Same with any other investment..
*
Left and right no car coming

Then someone throw a washing machine from the apartment unit above...
SUSPink Spider
post Nov 25 2014, 07:17 PM

Formerly known as Prince_Hamsap
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I vote for...Nestle! U pokai, eat Maggi. How pokai also, Milo still can drink...cos tasty and can fill tummy tongue.gif

But I observe recent trend of financial announcements...

MOST if not all companies reported higher expenses, and their revenue increase (IF ANY) cannot cover the increase, hence reduced earnings.

Slowdown...signalled whistling.gif

This post has been edited by Pink Spider: Nov 25 2014, 07:18 PM

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