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 Traders Kopitiam! V8

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gark
post Sep 17 2015, 10:16 AM

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QUOTE(Boon3 @ Sep 17 2015, 10:08 AM)
laugh.gif

Teng Boo is a damn hypocrite...

Say's he a fan of Warren Buffett investing and then he compares his fund with Berkshire....

LOL!

Does he or does he not know what kind of business Berkshire is?
Berkshire buys businesses...
listed and not listed....
and he buys in bulk...
where Berkshire gets deal, market cannot get....

and what is iCapital?
LOL!
A closed-end fund which is rule by a dictator, who does nothing but protects his own vested interest.

And did you read how Teng Boo taruh Berkshire in his annual report?
Talk as if Berkshire not worth 50 sen. LOL!

.... then MA Wind blogged about it...
somehow some fansi posted Wind's blog posting link in his facebook...
LOL!
You should read Teng Boo's pathetic response on his facebook page....

Sad case.
Sadder case is the bunch of ICAP which treats Teng Boo as god....
God does no wrong according to them.

tongue.gif
*
Yep saw the blog post.. funny as hell...

TTB is very rude to his shareholders too.. and very ignorant on his fund's shortcomings...

Glad i dumped all my Icap already.. laugh.gif
gark
post Sep 17 2015, 10:33 AM

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Stock Call!

Vale Indonesia Tbk (INCO.IJ)

Sypnosis.

- INCO is the largest nickel mine in the world
- Proven reserves for 24.5 years of sustain mining spanning 120,000 ha
- Current target capacity is 80,000 tons per year, will be raised to 90,000 tons per year
- New mining license extended until 2045
- Even at nickel prices at multi year record low, INCO is still making money due to low cost although dropped 30+% due to softening nickel price
- All sales in USD and almost 98% is exported
- At current price of Rp 1,530 per share INCO is currently valued at PE 13.4, PB is 0.7 and Dividend yield is 8%

Financial performance at 1H15

Current Asset : 588 million USD (Cash on hand 270 million USD)
Fixed Asset : 1,700 million USD
Short term Liability : 138 million USD
Long Term Liability : 325 million USD (Total debt 130 million USD)

Revenue : 409 million USD (Average selling price is $10,300 per ton)
Gross Profit : 61 million USD
Net profit : 41.8 million USD
Net profit per share : 0.004 USD x Rp 14,300 = 57.2 Rp/share x 2 = Rp 114 per share/year

Major Shareholder : 60% Vale Canada, 20% Sumitomo Metals, 20% Public

Graph for nickel price is here.

Vale Indonesia website

This post has been edited by gark: Sep 17 2015, 10:40 AM
gark
post Sep 17 2015, 10:45 AM

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QUOTE(Boon3 @ Sep 17 2015, 10:40 AM)
rolleyes.gif
c
*
Hehehe.. after typing the stock call.. the stock jumped 4.90%... sweat.gif


gark
post Sep 17 2015, 11:04 AM

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Yay SKpet breaks RM 2... rclxms.gif rclxms.gif rclxms.gif

So bullish.. sweat.gif

This post has been edited by gark: Sep 17 2015, 11:04 AM
gark
post Sep 17 2015, 11:48 AM

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QUOTE(tehoice @ Sep 17 2015, 11:41 AM)
you guys previously condemn so much. i wanna buy at 1.50 also scared by you guys. lol....
*
LOL.. i got condemm meh? Not champion meh? rclxub.gif

I already long oil since late 2014.. and average all the way down.. tongue.gif

This post has been edited by gark: Sep 17 2015, 11:49 AM
gark
post Sep 17 2015, 12:18 PM

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QUOTE(Boon3 @ Sep 17 2015, 12:05 PM)
Cut loss ah?

Heeeeeheeeee tongue.gif
*
No.... break even only... sweat.gif

Now to the gravy train.. drool.gif

This post has been edited by gark: Sep 17 2015, 12:19 PM
gark
post Sep 17 2015, 12:25 PM

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QUOTE(mr_hustla @ Sep 17 2015, 12:24 PM)
umwog charging ahead
*
Every g-dammed stock also charging ahead.. tongue.gif

My entire screen is green ... rclxms.gif

This post has been edited by gark: Sep 17 2015, 12:26 PM
gark
post Sep 17 2015, 12:32 PM

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QUOTE(Boon3 @ Sep 17 2015, 12:27 PM)
whistling.gif
*
sad.gif
gark
post Sep 17 2015, 12:39 PM

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QUOTE(Boon3 @ Sep 17 2015, 12:35 PM)
Who spamming who?

tongue.gif
USD still my friend......
*
Oil also in USD what.. whistling.gif
gark
post Sep 17 2015, 02:56 PM

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QUOTE(Pink Spider @ Sep 17 2015, 01:59 PM)
smile.gif

Dayum, I'm starting to enjoy this tongue.gif laugh.gif
*
There are some lots traded for TNB at 13.20 when the counter start.. wonder who got it? rolleyes.gif
gark
post Sep 17 2015, 03:10 PM

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QUOTE(zDarkForceSz @ Sep 17 2015, 02:59 PM)
Under Gark long time no see, mana u pergi  cheers.gif
*
Hutan ... whistling.gif
gark
post Sep 17 2015, 04:40 PM

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QUOTE(Pink Spider @ Sep 17 2015, 04:32 PM)
http://www.bloomberg.com/news/articles/201...something-worse

Bolehland on top of the list whistling.gif
*
Malaysia no 2 on the list..

Lucky i earning IDR.. sweat.gif

Jokowi > Najib .. thumbup.gif

This post has been edited by gark: Sep 17 2015, 04:41 PM
gark
post Sep 18 2015, 09:49 AM

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QUOTE(zDarkForceSz @ Sep 17 2015, 11:07 PM)
your vale looks yummy. tomorrow i go buy some  icon_rolleyes.gif  thank you  brows.gif
*
Becareful.. if you want to trade, it is very volatile, stock can go up and down 10% daily...

If you want to play long term, you have to wait until nickel price improves.. at least they are not losing money at such low prices wink.gif

This post has been edited by gark: Sep 18 2015, 09:50 AM
gark
post Sep 18 2015, 09:50 AM

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QUOTE(tehoice @ Sep 18 2015, 09:49 AM)
got la, i remember one of the seniors here, unless i remember wrongly.
*
Hehe .. not me then.. tongue.gif
gark
post Sep 18 2015, 09:57 AM

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Hmm .. one side bash Malaysia.. next says got oppurtunity..? rclxub.gif

QUOTE
Malaysia’s ringgit and Indonesia’s rupiah are the most attractive emerging-market currencies to Morgan Stanley’s asset management arm after a selloff drove them to their lowest levels in 17 years.

The currencies are Asia’s worst performers this year as a slump in commodity prices hurts exports and the U.S. prepares to raise interest rates. Morgan Stanley Investment Management predicts the ringgit and rupiah will outperform peers and says developing economies are unlikely to face a repeat of the so-called Taper Tantrum of 2013 when $70 billion was pulled from their bond markets after the Federal Reserve signaled monetary stimulus would be cut.

“Malaysia is the cheapest from our medium-term foreign-exchange modeling in emerging markets, and Indonesia is second,” Jens Nystedt, managing director at the New York-based money manager, said by phone from Jakarta on Wednesday. “Given the selloff that we’ve seen in both currencies and bonds, you’re rewarded to take exposure at this point.


http://www.bloomberg.com/news/articles/201...most-attractive
gark
post Sep 18 2015, 10:12 AM

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QUOTE(Pink Spider @ Sep 18 2015, 10:02 AM)
They say "cheap"

The other guy say "high risk"

Cheap can also be high risk smile.gif
*
TNB not doing so good.. still keeping ah? smile.gif
gark
post Sep 18 2015, 10:19 AM

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QUOTE(Pink Spider @ Sep 18 2015, 10:15 AM)
TP 14.00 lor tongue.gif

TNB is one for the future...electricity demand will keep growing...
*
I like your confidence. smile.gif

» Click to show Spoiler - click again to hide... «


This post has been edited by gark: Sep 18 2015, 10:20 AM
gark
post Sep 18 2015, 10:26 AM

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QUOTE(Pink Spider @ Sep 18 2015, 10:26 AM)
We are all gamblers smile.gif
*
Damm right we are. smile.gif
gark
post Sep 18 2015, 10:47 AM

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QUOTE(TakoC @ Sep 18 2015, 10:43 AM)
Reason?

Don't say the DY low reason. Haha!
*
Lots of reason..

Saturated mobile market.. falling voice and sms ARPU

Saturated mobile internet market.. flattish data ARPU

Lower dividend.. yield indicate overpricing..

Can you see further high growth for Digi in mobile revenue? Past revenue growth is from the boom of selling data...

smile.gif

This post has been edited by gark: Sep 18 2015, 10:49 AM
gark
post Sep 18 2015, 11:01 AM

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QUOTE(Pink Spider @ Sep 18 2015, 10:53 AM)
If say like that... hmm.gif

Celcom lagi bagus, belum due date dah call reminding me to pay whistling.gif
*
If anyone want to take some calculated risk can look at XL Axiata.. (EXCL.IJ) selling at dirt cheap prices due to money losing telco (too much USD loan) if you dare. 60% owned by Malaysia's Axiata. rolleyes.gif
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