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 Traders Kopitiam! V7

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wenqing
post Feb 24 2015, 10:02 AM

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Homer new high lor...Maybe can sell my another half?? hmm.gif hmm.gif
wenqing
post Feb 24 2015, 10:13 AM

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QUOTE(Boon3 @ Feb 24 2015, 10:11 AM)
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.
*
Boon gor. Where is my angpao?? drool.gif drool.gif
wenqing
post Feb 24 2015, 10:26 AM

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QUOTE(Boon3 @ Feb 24 2015, 10:22 AM)
Given your extreme low cost, did you consider the yield issue?

tongue.gif
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yield 12% to 13%. drool.gif drool.gif
And I miss my ah lat.....Y I sold u???? cry.gif cry.gif
wenqing
post Feb 24 2015, 11:10 AM

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Anyone have done a research on SHL? I see briefly the fundamental and think is worth to invest. Any opinion from sifu here?
wenqing
post Feb 26 2015, 05:35 PM

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QUOTE(gark @ Feb 26 2015, 05:29 PM)
Bah.. value not only means $$$ or EPS.. tongue.gif

of course you need to take account of the EPS growth rate..  wink.gif

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.. wink.gif

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 %
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Wah. PE=5..... rclxub.gif rclxub.gif
wenqing
post Feb 27 2015, 12:52 PM

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QUOTE(Boon3 @ Feb 27 2015, 11:52 AM)
Champion liao like this.

Sky earth no one can bea t liso!
*
Boon sifu.don laugh me lah....me just plain luck.
wenqing
post Feb 27 2015, 12:53 PM

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QUOTE(hehe86 @ Feb 27 2015, 11:24 AM)
The day wenqing mention bout SHL, it went up till today. biggrin.gif ho liao
*
Ada buy kah?
wenqing
post Feb 28 2015, 05:01 PM

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QUOTE(hehe86 @ Feb 27 2015, 05:55 PM)
Tarak lo, baru start to add to watchlist, then starts to move riao. Another thing is the liquidity/volume quite low, sikit hesitate. But interested in your other recommendation brows.gif
Hehe this scenario i think normal lo especially in public platform
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volume low? U donno lah.Last time when I first brought homeritz, it took me 3 days for my Q to be fully match and my Q is always highest in the bid doh.gif doh.gif
wenqing
post Mar 2 2015, 10:38 PM

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Top 10 World richest person in 2015
http://finance.yahoo.com/news/the-worlds-r...-181201159.html
notworthy.gif notworthy.gif thumbup.gif thumbup.gif
wenqing
post Mar 22 2015, 07:15 PM

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QUOTE(Lowyaa @ Mar 22 2015, 05:46 PM)
Prepare 0078...
*
Any news? hmm.gif hmm.gif

This post has been edited by wenqing: Mar 22 2015, 07:16 PM
wenqing
post May 28 2015, 08:56 PM

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Anyone interested? hmm.gif hmm.gif


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wenqing
post May 29 2015, 07:14 PM

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QUOTE(max_cavalera @ May 28 2015, 10:01 PM)
Bery strong bait biggrin.gif
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If u free go see their cash flow baru u know what is strong bait.
wenqing
post May 30 2015, 09:18 AM

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QUOTE(Boon3 @ May 30 2015, 08:48 AM)
.... and what is your risk assessment of this company at this moment?
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property sector remain unclear at the moment especially after the implication of GTS.
And 1 thing to note is this counter has a low liquidity.So to those who interested, make sure u have the holding power.
wenqing
post May 30 2015, 09:21 AM

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QUOTE(Boon3 @ May 30 2015, 09:19 AM)
..... is that all meh?
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I just a newbie mah. Need sifu to teach me. notworthy.gif notworthy.gif
wenqing
post May 30 2015, 09:28 AM

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QUOTE(Boon3 @ May 30 2015, 09:24 AM)
fuyoooooo....  laugh.gif
..... newbie for life ah?
so where is the company's main property growth?
*
At Goodview Heights, Bandar Sungai Long South and Rawang Corporate Industrial Park, Sungai Choh.
So the answer is at Selangor? hmm.gif hmm.gif


me is once newbie, forever newbie. icon_question.gif icon_question.gif

This post has been edited by wenqing: May 30 2015, 09:29 AM
wenqing
post May 30 2015, 09:51 AM

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QUOTE(Boon3 @ May 30 2015, 09:39 AM)
that question needs to be asked cos this phenomenal growth for SHL did not just started....
it already happened few years back...

so we need to assess if such high growth rate is sustainable or not.

so Sungai Long and Sungai Choh HAD been the company goldmine yes?
when did this boom in these two areas first started?
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I think nth can sustain forever. but how far can it go, I sincerely donno.
Normally I pick stock I preferred to go by history. continuously increase in earning and dividend.
For the future, I just let the company go by itself.
Maybe someone will question me good company will turn bad in the future but I can say good company wont become bad in overnight.
It need a period of time and it will also show signal in its cash flow and also earning. So far this method is working for me but I donno for others. icon_rolleyes.gif icon_rolleyes.gif
wenqing
post May 30 2015, 10:28 AM

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So I am too late for the party?? cry.gif cry.gif cry.gif
wenqing
post Jun 2 2015, 08:30 PM

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QUOTE(tehoice @ Jun 2 2015, 11:19 AM)
lol....

thank you for your guinness mixed merlot...
yes, i do agree with you.

but generally i don't average down my cost. i average up my cost when the stock of my choice is moving upwards.
but this frontkn i did not add any further position after what i've bought..... don't catch a falling knife, right? hehe...

what vested interest do you have?

just attended hua yang's egm....
*
So any news of the acquired land? hmm.gif hmm.gif

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