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 Traders Kopitiam! V7

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river.sand
post Mar 18 2015, 02:39 PM

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QUOTE(hehe86 @ Mar 18 2015, 02:29 PM)
To check for growth, let say net profit, do you compare annually, each quarterly, or by its previous month (example march 2014 and march 2015)?
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This is year on year, not previous month. Companies don't announce monthly profit, so we can't compare.

I personally check for annual growth.
river.sand
post Mar 19 2015, 05:11 PM

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QUOTE(nexona88 @ Mar 19 2015, 04:46 PM)
Bookmarked for Future Reference  tongue.gif
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see my siggy brows.gif
river.sand
post Mar 23 2015, 11:21 AM

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QUOTE(gark @ Mar 23 2015, 11:13 AM)
PE 200 x..  tongue.gif

Buy more.  laugh.gif
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According to research firms, annual growth for condom will be 7-9% in the next few years.
Unless Karex can gain market share at the expense of competitors...
river.sand
post Mar 24 2015, 02:15 PM

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QUOTE(Pink Spider @ Mar 24 2015, 01:03 PM)
4.60 in sight...2nd highest ANALyst TP coming brows.gif

Next...5.50? drool.gif
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KAREX? RHB's valuation is based on DCF, not PE.
river.sand
post Mar 24 2015, 02:31 PM

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QUOTE(Pink Spider @ Mar 24 2015, 02:17 PM)
So? I dun understand the implications of that rclxub.gif

Nomura also 5.10
http://klse.i3investor.com/servlets/ptres/29045.jsp
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valuation based on PE - usually we forecast the EPS of the next fiscal year, and from there compute a TP

valuation based on DCF - forecast the free cash flow from now until eternity, then discount it back to current value

Firstly, growing companies need cash to expand, so their FCF are often erratic. And you know Karex is indeed a growth stock.

Secondly, it is difficult to forecast the FCF for the next 3 years, much less eternity.

river.sand
post Mar 26 2015, 05:40 PM

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QUOTE(Xp3rT @ Mar 26 2015, 04:25 PM)
CCMDBIO  hmm.gif
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goreng before bonus issue? hmm.gif
river.sand
post Mar 27 2015, 08:25 AM

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QUOTE(wil-i-am @ Mar 26 2015, 09:33 PM)
No BI
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In the pipeline. CCMDBIO needs cash to take over its parent's subsidiaries.
river.sand
post Mar 27 2015, 11:37 AM

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QUOTE(Pink Spider @ Mar 27 2015, 11:00 AM)
BI doesn't raise cash, it's merely capitalisation of reserves

RI/private placement baru raise cash
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It's RI, I was rclxub.gif

QUOTE
CCM DUOPHARMA BIOTECH BERHAD (“CCM DUOPHARMA” OR THE “COMPANY”)

I. PROPOSED ACQUISITION;

II. PROPOSED RIGHTS ISSUE; AND

III. PROPOSED INCREASE IN AUTHORISED SHARE CAPITAL

(COLLECTIVELY REFERRED TO AS THE “PROPOSALS”)

river.sand
post Mar 27 2015, 11:48 AM

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QUOTE(gark @ Mar 27 2015, 11:19 AM)
BI is 'trick' to tipu uncle , aunty, fools and traders..  brows.gif .. typical conversation as below..  tongue.gif  tongue.gif

"Oh! Bonus ah?! Like my year end bonus like that? So good this company! I luv this counter...XOXO" wub.gif

"Must Buy! Free woh.. where can get free things nowdays..unless you go rob la?" rclxms.gif

"Wah.. Buy 1 get 1 free like cheap sale at Jusco only.. must rush... How much price now? No need care.. cause get free mah... rolleyes.gif "

laugh.gif
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Even smart traders like BI...
"Bonus issue... cheh, no value at all. But uncle, aunty don't understand, they will rush to buy. Price sure will go up.
So I buy the stock now, and sell before ex-date brows.gif "

BTW, Jusco indeed had cheap sales in the last 2 days. Went to Mid Valley, parking difficult to find wink.gif
river.sand
post Mar 27 2015, 02:46 PM

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QUOTE(Pink Spider @ Mar 27 2015, 02:07 PM)
Time to park all in FD icon_question.gif
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see unker gark's signature:

"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves." - Peter Lynch
river.sand
post Mar 27 2015, 05:36 PM

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Redtone already has agreement with Maxis - the two share LTE spectrum. If VT buys stake in Redtone, their relationship become very complicated.
river.sand
post Mar 30 2015, 12:18 PM

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QUOTE(gark @ Mar 30 2015, 10:28 AM)
Then must ask chartist Boon..  tongue.gif
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Boon is hybridist biggrin.gif
river.sand
post Mar 30 2015, 02:59 PM

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QUOTE(gark @ Mar 30 2015, 02:17 PM)
Can meh..

90% of it launches is affordable housing under Rumah Mampu Milik Johor..  sweat.gif

only 10% is premium..

Mah Sing all do premium houses as far as I know..  laugh.gif

So what you think of this counter..  brows.gif
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Focus of Mah Sing is on mass market houses.

Definition of mass market by Mah Sing - below RM1 mil brows.gif
river.sand
post Apr 1 2015, 03:24 PM

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QUOTE(Pink Spider @ Apr 1 2015, 02:04 PM)
Jual apa kaunter? tongue.gif

Karex lausai today sweat.gif
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The power of Madagascar Gang tongue.gif

But Karex is still not cheap enough for me to top up...
river.sand
post Apr 2 2015, 09:06 AM

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QUOTE(Le Don @ Apr 2 2015, 12:02 AM)
What you guys think of PRESTARIANG? Chart looks very good this year
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Do you want TA or FA perspective?

FA-wise, earning of PRESBHD was poor last year. However, towards the end of last year, it signed several contracts. Which is why its price keeps going up.
I am holding to my shares for now, but not adding until the financial results show improvement.
river.sand
post Apr 2 2015, 11:43 AM

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QUOTE(gark @ Apr 2 2015, 11:32 AM)
People wan to learn mah... if dun understand i can help explain ..  tongue.gif
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Difficult to explain here. Best to have a course. gark will be the coach notworthy.gif
river.sand
post Apr 3 2015, 09:28 AM

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pek moh's company in expansion mode...
CMS enters telco sector by buying 50% in Sacofa

I still haven't entered yet cry.gif
river.sand
post Apr 3 2015, 10:01 AM

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QUOTE(Le Don @ Apr 3 2015, 09:33 AM)
Will the company also benefit from the Pan Borneo Highway?  hmm.gif
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Construction analysts expected Cahya Mata Sarawak Bhd (CMS), Hock Seng Lee Bhd, Naim Holdings Bhd and Zecon Bhd to be potential beneficiaries. An analyst said local players from Sarawak would have the privilege to win jobs from the project.
http://www.thestar.com.my/Business/Busines...hway/?style=biz
river.sand
post Apr 5 2015, 03:55 PM

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QUOTE(Pink Spider @ Apr 4 2015, 01:08 PM)
TGUAN worth looking IMHO...PE 7 times, DY 4%

It has correctly quite a bit since I last bought it at 2.2+ and sold at 2.1+ hmm.gif
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TGUAN profit margin is in the range of 4-5%. Good enough for you?

river.sand
post Apr 8 2015, 10:57 AM

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QUOTE(Pink Spider @ Apr 8 2015, 09:49 AM)
Yerrr...your office can access ExcelForce...

My office blocked sad.gif
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I also can't access ExcelForce from office. Before I had my first smartphone, I always sent order a day earlier from home biggrin.gif
Of course now I rely on smartphone app...

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