Traders Kopitiam! V7
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 Feb 24 2015, 10:09 AM
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#21
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All Stars
15,942 posts Joined: Jun 2008 
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QUOTE(Pink Spider @ Feb 24 2015, 09:37 AM) Pharma is (overly) reliant on gomen contracts, export biz not as big as Mr Ho You are too fixated on Hovid.  Pharma company doing over 600 million biz per quarter. Hovid? How to compare? |
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Feb 24 2015, 10:11 AM
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#22
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(wenqing @ Feb 24 2015, 10:02 AM) Homer new high lor...Maybe can sell my another half?? Selling half in a stock means you taking an insurance policy. Which is ok for conservative. I don't. If I do such stuff it means i don't know what i am doing. |
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Feb 24 2015, 10:12 AM
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#23
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Feb 24 2015, 10:10 AM) Boon.. ada 'ang pow' tipsy or not leh?  |
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Feb 24 2015, 10:22 AM
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#24
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(wenqing @ Feb 24 2015, 10:13 AM) Boon gor. Where is my angpao?? Given your extreme low cost, did you consider the yield issue?  |
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Feb 24 2015, 08:32 PM
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#25
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Feb 24 2015, 10:10 AM) Boon.. ada 'ang pow' tipsy or not leh? Maybulk.... lost money..... remember the small chat in December.... yeah... lousy company... confirmed.... |
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Feb 25 2015, 08:45 AM
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#26
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(spring onion @ Feb 25 2015, 12:08 AM) pharma is expensive, but fundamentally it's a stable company. on the other side, hovid begin to start it's long term joruney. fundamentally, not too bad also right? profit making and asset:liability is also stable enough Again on Hovid meh? I remembered clearly talking to you about Hovid... I think V5 or so... And how RHB gave a fly kite valuation method on Hovid... Last time price also around 45 sen... If I am not mistaken.... |
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Feb 25 2015, 08:55 AM
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#27
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(zDarkForceSz @ Feb 25 2015, 08:37 AM) lol all morning session kuat, afternoon session no reply  afternoon playing with my spiders la........ |
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Feb 25 2015, 09:00 AM
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#28
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(spring onion @ Feb 25 2015, 12:08 AM) pharma is expensive, but fundamentally it's a stable company. Pharma expensive meh?Got check comparison TTM PE with Hovid or not................................ |
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Feb 25 2015, 09:18 AM
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#29
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(zDarkForceSz @ Feb 25 2015, 09:14 AM) boon gor why everyday spiders one... later jadi spider man or mutated pink spider? every min look at stock quotes can die one laaaa.............. |
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Feb 25 2015, 09:35 AM
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#30
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(Le Don @ Feb 24 2015, 10:49 PM) Mitra profit increased by 16%(compared to preceding year quarter). Proposed 5 cents dividend (from last year 2 cents). Sure green tomorrow Need to take into consideration what the stock is doing BEFORE the announcement.... http://www.bursamalaysia.com/market/listed...cements/1883465 In this case, Mitra ran very strongly before the profits report.... hence... you probably have to say whatever good news was already priced in...... |
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Feb 25 2015, 11:18 AM
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#31
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Feb 25 2015, 10:42 AM) Hahaha.. dry bulk index has fallen about 20% since then.. so it is expected.. Misc I think...priced in alteady.... MISC.. looking good.. injection of petronas LNG tankers  Maybulk...when jadi penny? |
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Feb 25 2015, 11:33 AM
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#32
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Feb 25 2015, 10:42 AM) Can meh? I bought and ate a lot of peanut......  Apa you beli post CNY? |
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Feb 26 2015, 04:34 PM
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#33
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Feb 26 2015, 02:12 PM) Buy at fair value...not at overvalue Don't agree....laBuying at fair value means nothing...... COS ........in this game you only make money.....when it increases in value..... .....and you and I know that a fair value stock carries the risk of becoming LESs valuable... I rather die die buy stocks which has a chance of becoming MORE valuable.... |
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Feb 26 2015, 04:47 PM
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#34
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(billy_overheat @ Feb 26 2015, 01:29 PM) Buying rights, not buying more wrongs. ............ where is my ........... kuaci?;P Billy now pro liao!  |
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Feb 26 2015, 05:09 PM
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#35
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(nexona88 @ Feb 26 2015, 03:57 PM) spot on sifu You can find value in any company....YES..... ANY company.... that includes rubbish companies..... how can the INVestor mitigates the risk of not buying a company whose value keep on diminishing? Learn from Biffett.... ( Uncle Biffett - new year new name. LOL! )he once said ..... growth is an integral part of value. Understand this ......... (more important than you pasting un necessary info all over lowyat forum ) |
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Feb 26 2015, 05:51 PM
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#36
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Feb 26 2015, 05:29 PM) Bah.. value not only means $$$ or EPS.. Die.....so many equations.....I shall never pass..... of course you need to take account of the EPS growth rate.. Example below ... A PE 12x company with declining growth is overvalue... A PE 16x company with good growth rate is undervalue.. A PE 8x company with decent DY% and stagnant growth rate is fairly valued.. My take is on.. Fair value means PE = Dy% + Long term Growth rate % Under value means PE< Dy% + long Term Growth rate % Over value means PE> Dy% + long Term Growth rate % If no pass...can still make money? |
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Feb 27 2015, 10:54 AM
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#37
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Feb 27 2015, 10:32 AM) Can... Overvalue stocks can become even more overvalue... Undervalue stocks can become even more undervalue.. All depends on investor sentiment.. Investing is more 'art' than 'science'... Lagi can not....my art is terrible. |
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Feb 27 2015, 11:52 AM
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#38
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(hehe86 @ Feb 27 2015, 11:24 AM) The day wenqing mention bout SHL, it went up till today. Champion liao like this. ho liaoSky earth no one can bea t liso! |
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Feb 27 2015, 04:07 PM
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#39
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Feb 27 2015, 03:29 PM) Ka-ching...ching .. ching.. Sold all Homer today.. very nice gain. and my cut is how many percent..... ? |
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Feb 27 2015, 04:19 PM
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#40
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Feb 27 2015, 04:15 PM) Nanti nanti.. I give you 10kg peanuts.. |
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