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 Traders Kopitiam! V8

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Boon3
post Sep 14 2015, 09:25 PM

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QUOTE(CP88 @ Sep 14 2015, 08:56 PM)
Ah Boon lor tongue.gif
*
doh.gif

I got no tipsy one........


cool2.gif
eaglehelang
post Sep 14 2015, 09:28 PM

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QUOTE(cooldownguy86 @ Sep 14 2015, 08:21 PM)
ya sibeh huat. tmr try to board the ship!
*
Poh Huat price already up rather high, now 2.91. Shortly before this it was hovering at 2.60 to 2.65
Take note also their Vietnam factory had a fire around 2 weeks ago, will affect next 3 to 6 months profits as the goods/products got burnt. It's in the Bursa announcements.

But of course if you want another round of dividends....Sept 30 I think- they just gave dividends in July. Later, the free warrants(1:4), then share split, welcome welcome biggrin.gif

This post has been edited by eaglehelang: Sep 14 2015, 09:29 PM
cooldownguy86
post Sep 14 2015, 11:08 PM

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QUOTE(eaglehelang @ Sep 14 2015, 09:28 PM)
Poh Huat price already up rather high, now 2.91. Shortly before this it was hovering at 2.60 to 2.65
Take note also their Vietnam factory had a fire around 2 weeks ago, will affect next 3 to 6 months profits as the goods/products got burnt. It's in the Bursa announcements.

But of course if you want another round of dividends....Sept 30 I think- they just gave dividends in July. Later, the free warrants(1:4), then share split, welcome welcome  biggrin.gif
*
agree, but if it can achieve 9 cents per quarter then based on PE10 the fair value is RM3.60. I think still got 20% upside, and might be a good bet given that:

1. The next Q is historically their strongest Q
2. They have taken steps to mitigate the fire
3. Weakening of MYR against USD and VND

QUOTE
During the quarter, the performance of both the Vietnamese and Malaysian subsidiaries improved
substantially. The Vietnamese operations recorded a strong margin improvement amidst the stronger US
Dollar and overall higher productivity which has resulted in better absorption of overheads. The profit before
tax from the Vietnamese operation rose significantly to RM7.10 million against a profit of RM3.56 million
previously. The Malaysian operations also continued to improve with a higher profit before tax of RM4.34
million due to its focus on higher value items and the better pricing brought about by the stronger US Dollar
against the Ringgit
.
During the quarter under review, the Group recorded foreign currency translation gain of RM3.40 million due
mainly to the weakening of the Malaysian Ringgit against the Vietnamese Dong
.
tineagle
post Sep 14 2015, 11:26 PM

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PM just announced valuecap.. haven't even launch right? people speculating they are already buying?? show the trade proof from today please
TSnexona88
post Sep 14 2015, 11:52 PM

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QUOTE(tineagle @ Sep 14 2015, 11:26 PM)
PM just announced valuecap.. haven't even launch right?  people speculating they are already buying?? show the trade proof from today please
*
if I'm not mistaken I saw the name "ValueCap Sdn Bhd" in one of the listed companies Annual Report Recently. I can't remember which one hmm.gif
ShinG3e
post Sep 15 2015, 12:06 AM

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QUOTE(tineagle @ Sep 14 2015, 11:26 PM)
PM just announced valuecap.. haven't even launch right?  people speculating they are already buying?? show the trade proof from today please
*
PM mention to reactivate. mean's that ValueCap already exist but not sure what happen till it close. hmm.gif
cooldownguy86
post Sep 15 2015, 12:23 AM

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abg boon harbour RM2.70 boleh ka?

Estimation based on current FY
Shipping - 8m * 1.2 = 9.6m
Logistics - 49m *1.2 = 59m
Engineering - 0 (Assuming no contribution)
Property - 2.5m (Ignore land gain)
Net Profit = 71.1m * 0.65 = 46m = 25cents

Fair value = 25 * PE10 = RM2.50

Estimation based on Latest Q
Shipping - 2m
Logistics - 17m
Engineering - 1m (ignore)
Property - 4m Land Gain (ignore)
Net Profit = 19m * 0.65 = 12.35m = 6.8cents per Q

Fair value = 6.8 per Q * 4 * PE10 = RM2.70
tineagle
post Sep 15 2015, 12:26 AM

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QUOTE(nexona88 @ Sep 14 2015, 11:52 PM)
if I'm not mistaken I saw the name "ValueCap Sdn Bhd" in one of the listed companies Annual Report Recently. I can't remember which one  hmm.gif
*
they probably already have investments in the market, but definitely haven't injected any of the newly announced funds in yet.
gark
post Sep 15 2015, 09:29 AM

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QUOTE(Boon3 @ Sep 14 2015, 05:22 PM)
» Click to show Spoiler - click again to hide... «

where do I apply to be a Toll?
heeeeeeeeeeeeeeeeheheeeeeeee  laugh.gif
*
This one one big troll.. tongue.gif

1. Markets fall is because of perceived less earning for stock in the future. Sometime got no reason also.. tongue.gif
2. Jittery investors, foreign holders scared of Ah Jib..
3. Every1 see USD also want to faint liao..
4. Commodities fall, USD up, and the doom cycle continues.. tongue.gif
5. The 20b will boost the market temporary
6. Nope, economy and market not related.. the 20b is for the citizen to 'feel' good so Ah jib jobs is safe. China's measure stabilized the stock, but it is temporary.. eventually people sell.
7. No, RM will not necessary recover unless foreign investors buy. Using RM to buy RM stocks have no effect,.

gark
post Sep 15 2015, 09:30 AM

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QUOTE(Boon3 @ Sep 14 2015, 08:14 PM)
Poh Huat's earnings..

9 months profit up 83%.
*
Yay someone fatt tat already.. tongue.gif
SUSPink Spider
post Sep 15 2015, 09:30 AM

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Ask GLCs and local funds to dump foreign assets en masse lor... whistling.gif
gark
post Sep 15 2015, 09:32 AM

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QUOTE(tineagle @ Sep 15 2015, 12:26 AM)
they probably already have investments in the market, but definitely haven't injected any of the newly announced funds in yet.
*
Valucap is set up 2002 .. it is always in the market, it is khazanah's klse investment arm, started with something like RM 5 bil. Last downturn (2008) valuecap actually made nice money. This new RM 20 bil is additional investment. wink.gif

The infrastructure is there, they could quickly jump into action.

This post has been edited by gark: Sep 15 2015, 09:33 AM
gark
post Sep 15 2015, 09:33 AM

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QUOTE(Pink Spider @ Sep 15 2015, 09:30 AM)
Ask GLCs and local funds to dump foreign assets en masse lor... whistling.gif
*
Ah jib did just that.. after the 20b announcement.. ask all GLC to bring the money 'home' .. tongue.gif
SUSPink Spider
post Sep 15 2015, 09:34 AM

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QUOTE(gark @ Sep 15 2015, 09:33 AM)
Ah jib did just that.. after the 20b announcement.. ask all GLC to bring the money 'home' ..  tongue.gif
*
How big is Bolehland on the globe? rolleyes.gif

How big is Bolehland funds vs foreign funds? yawn.gif

Futile~ whistling.gif
gark
post Sep 15 2015, 09:36 AM

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QUOTE(Pink Spider @ Sep 15 2015, 09:34 AM)
How big is Bolehland on the globe? rolleyes.gif

How big is Bolehland funds vs foreign funds? yawn.gif

Futile~ whistling.gif
*
Everything is eventually futile..

But then hor...

Better to be seen doing something rather than nothing.. otherwise.. sweat.gif

QUOTE
Najib, speaking at the Prime Minister's Office in Putrajaya today, outlined this as one of the immediate measures by the special economic committee he had set up to look into the current economic situation.

"Most of these companies have made profit in their investments and now is the time to bring the investments back home," he said.

He added that Malaysian companies have foreign investments worth RM522 billion to date.

Najib said investments by Malaysian companies abroad are more than the RM477 billion in foreign direct investments (FDI).

He said the companies were encouraged to invest the money in domestic projects that have "doubling value".

"Private companies are urged to do the same," he said.

Many Malaysian GLCs have made property investments overseas, and some have attracted controversy in the past.
This post has been edited by gark: Sep 15 2015, 09:37 AM
SUSPink Spider
post Sep 15 2015, 09:37 AM

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QUOTE(gark @ Sep 15 2015, 09:36 AM)
Everything is eventually futile..

But then hor...

Better to be seen doing something rather than nothing.. otherwise..  sweat.gif
*
...hara-kiri? rclxms.gif
gark
post Sep 15 2015, 09:39 AM

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QUOTE(Pink Spider @ Sep 15 2015, 09:37 AM)
...hara-kiri? rclxms.gif
*
Now new play emerge.. which GLC .. can monetize their foreign asset.. hmm.gif

Is that why FGV hit limit up yesterday? Overpriced Property in london? biggrin.gif

This euphoria might not last too long..

This post has been edited by gark: Sep 15 2015, 09:40 AM
Boon3
post Sep 15 2015, 10:17 AM

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QUOTE(gark @ Sep 15 2015, 09:30 AM)
Yay someone fatt tat already..  tongue.gif
*
Someone sure did but not me.................. tongue.gif
gark
post Sep 15 2015, 10:21 AM

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QUOTE(Boon3 @ Sep 15 2015, 10:17 AM)
Someone sure did but not me.................. tongue.gif
*
Eleh.. cannot trust one .. tongue.gif tongue.gif tongue.gif
TC-Titan
post Sep 15 2015, 10:36 AM

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QUOTE(Boon3 @ Sep 15 2015, 10:17 AM)
Someone sure did but not me.................. tongue.gif
*
Current share price movement immaterial for you tongue.gif

Heard you play bugger bagger de. thumbup.gif

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