Insider Asia's Mr Tong also dumped Homer:
http://www.theedgemarkets.com/my/article/t...olio-nov-4-2014
Traders Kopitiam! V6
Traders Kopitiam! V6
|
|
Nov 4 2014, 01:17 PM
Return to original view | Post
#1
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
Insider Asia's Mr Tong also dumped Homer:
http://www.theedgemarkets.com/my/article/t...olio-nov-4-2014 |
|
|
|
|
|
Nov 4 2014, 01:26 PM
Return to original view | Post
#2
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
|
|
|
Nov 4 2014, 01:30 PM
Return to original view | Post
#3
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
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. 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. |
|
|
Nov 12 2014, 11:47 AM
Return to original view | Post
#4
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
|
|
|
Nov 17 2014, 10:29 AM
Return to original view | Post
#5
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
Monday morning lesson from Ah Boon
|
|
|
Nov 17 2014, 04:22 PM
Return to original view | Post
#6
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
|
|
|
|
|
|
Nov 18 2014, 09:36 PM
Return to original view | Post
#7
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(spring onion @ Nov 18 2014, 09:27 PM) thong guan looks like kena goreng ni.... any outlook on this? Daibochi PE 19 times, DY 3% on 55% payout ratioScientex 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. 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) |
|
|
Nov 25 2014, 11:35 AM
Return to original view | Post
#8
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
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. And their PBT margin is only a meagre 4%There are few sign of red flag like increase receivable and negative operating cash flow during the period ( bad sign From the financial notes, they blame it on China & Sabah operation, and they will try to improve the margin ? 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 So final call? Earnings very vulnerable to rising costs |
|
|
Nov 25 2014, 11:48 AM
Return to original view | Post
#9
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(foofoosasa @ Nov 25 2014, 11:47 AM) 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 |
|
|
Nov 25 2014, 11:56 AM
Return to original view | Post
#10
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
|
|
|
Nov 25 2014, 11:59 AM
Return to original view | Post
#11
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
|
|
|
Nov 25 2014, 12:56 PM
Return to original view | Post
#12
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(foofoosasa @ Nov 25 2014, 12:20 PM) Yeah, if dividend can maintain...just milk the dividends and reinvest elsewhereOutlook 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 |
|
|
Nov 25 2014, 01:24 PM
Return to original view | Post
#13
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(felixmask @ Nov 25 2014, 01:18 PM) APM sold, small paper profits + dividends earned. See little growth ahead.Tiger Bank paper loss, off set by dividends received. Too malu to mention LaFark Semen dumped with profit (luckily!) when its yield drop to below 4% Pharmaniaga still in loss. But optimistic to keep for long term Cow Beer already dumped loooooooong time lor This post has been edited by Pink Spider: Nov 25 2014, 01:25 PM |
|
|
|
|
|
Nov 25 2014, 04:11 PM
Return to original view | Post
#14
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
|
|
|
Nov 25 2014, 04:13 PM
Return to original view | Post
#15
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
DiGi terbang sampai ini machiam...
Sold some (more) at 6.37, take profit Yield only 4%...how to keep? Move money elsewhere... |
|
|
Nov 25 2014, 04:15 PM
Return to original view | Post
#16
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(V-Zero @ Nov 25 2014, 03:57 PM) CMMT probably affected by Sg Wang Plaza, businesses are bad there. Next year if OPR up REITs devalue again. Or maybe already priced in. Furthermore next year GST hit...u wanna hit Rakyat with rate hike some more meh |
|
|
Nov 25 2014, 04:17 PM
Return to original view | Post
#17
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
|
|
|
Nov 25 2014, 04:22 PM
Return to original view | Post
#18
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
|
|
|
Nov 25 2014, 07:00 PM
Return to original view | Post
#19
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
QUOTE(gark @ Nov 25 2014, 06:55 PM) Life is also a gamble, for example when you decide to cross a road.. Left and right no car comingBut then again, you can reduce the risk significantly, but not write it off completely, when you look left and right before crossing. Same with any other investment.. Then someone throw a washing machine from the apartment unit above... |
|
|
Nov 25 2014, 07:17 PM
Return to original view | Post
#20
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
16,872 posts Joined: Jun 2011 |
I vote for...Nestle! U pokai, eat Maggi. How pokai also, Milo still can drink...cos tasty and can fill tummy
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 This post has been edited by Pink Spider: Nov 25 2014, 07:18 PM |
|
Topic ClosedOptions
|
| Change to: | 0.0482sec
0.55
7 queries
GZIP Disabled
Time is now: 1st December 2025 - 01:11 PM |