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 Traders Kopitiam! V8

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gark
post Sep 18 2015, 07:08 PM

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QUOTE(Pink Spider @ Sep 18 2015, 07:04 PM)
Gambler's Fallacy smile.gif
*
To ... buy .... or not to buy.... that is the question. smile.gif
gark
post Sep 21 2015, 10:39 AM

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Eh... no sound one? Every1 scared already oh.. tongue.gif
gark
post Sep 21 2015, 11:07 AM

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QUOTE(Pink Spider @ Sep 21 2015, 11:05 AM)
Motivasi ma~ rolleyes.gif
*
You put your face there.. more motivation. tongue.gif
gark
post Sep 21 2015, 11:08 AM

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QUOTE(Boon3 @ Sep 21 2015, 10:50 AM)
laugh.gif

Stock market like this one meh?
*
Thats what people think.. look at the thin volume.. yawn.gif
gark
post Sep 21 2015, 11:44 AM

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Winners and losers of USD.. a guide of those who loves USD.. brows.gif


Attached Image

Attached Image

Attached Image

Ok, now discuss! tongue.gif
gark
post Sep 21 2015, 11:56 AM

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QUOTE(Pink Spider @ Sep 21 2015, 11:53 AM)
Why my Ta Ann still (price) weak? sad.gif

I saw my Karex and Hovid... wub.gif
*
Ta Ann is weak because he cannot ta-han... brows.gif
gark
post Sep 21 2015, 12:14 PM

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QUOTE(Boon3 @ Sep 21 2015, 12:08 PM)
Not bad..... tongue.gif

Gloves.... How? Last report, Top Gloves outperformed...
*
Only glove company which is still under-performing is supermax.. wonder whats wrong with it? hmm.gif

Glove overcapacity will take some time to ease off...

This post has been edited by gark: Sep 21 2015, 12:15 PM
gark
post Sep 21 2015, 12:28 PM

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QUOTE(Boon3 @ Sep 21 2015, 12:21 PM)
Yes....that issue is their own doing. tongue.gif

Having said that...

Supermax earnings was flat...
While Top Glove eps increased to double digits...
...and the stock went from 5+ to 8.5+......
*
Hmm ah boon ada beli glove? brows.gif
gark
post Sep 21 2015, 01:27 PM

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QUOTE(Boon3 @ Sep 21 2015, 12:32 PM)
doh.gif

I thought you want to discuss....... tongue.gif
*
Ya.. we discuss what you want to buy.. tongue.gif

Hevea... gloves next? brows.gif
gark
post Sep 21 2015, 01:35 PM

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Another thing to note.. steel prices have dropped 40% over the last year.

Not so good for steel industry.. but good for industry which uses lots of steel...

This is not a buy call, just thinking out loud. tongue.gif

This post has been edited by gark: Sep 21 2015, 01:37 PM
gark
post Sep 21 2015, 01:39 PM

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QUOTE(Pink Spider @ Sep 21 2015, 01:37 PM)
What happened to bottom fishing? rolleyes.gif

CSC Steel...used to be my favourite dividend counter sweat.gif
*
Looking at how many steel factories have kaputted in Indonesia.. sweat.gif

Now scrap metal people also don't want to come collect.. sweat.gif

Buying steel imported from china is much cheaper than to produce own steel.. whistling.gif

This post has been edited by gark: Sep 21 2015, 01:40 PM
gark
post Sep 21 2015, 02:32 PM

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QUOTE(Boon3 @ Sep 21 2015, 02:06 PM)
doh.gif
Hevea better than gloves.
Particle board outlook is promising. tongue.gif
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Hmm... price is up > X00% .. already jor.. still got meat meh? hmm.gif

Free cash flow is nice.. like Homer.. tongue.gif

This post has been edited by gark: Sep 21 2015, 02:37 PM
gark
post Sep 21 2015, 02:44 PM

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QUOTE(Boon3 @ Sep 21 2015, 02:41 PM)
Particle board boom just started 2 quartets only....

Go check...
*
Yeah .. if they can maintain the profits, it is estimated that they will make 15 cents per share.

At current price of RM 1.20, that's a reasonable PE 8...

But like gloves, good margin in particle board, will create more competition? tongue.gif

Anyway looks interesting.. nod.gif

This post has been edited by gark: Sep 21 2015, 02:46 PM
gark
post Sep 21 2015, 05:58 PM

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QUOTE(Boon3 @ Sep 21 2015, 05:48 PM)
» Click to show Spoiler - click again to hide... «

ps: don't buy laaaaa....

LOL!
*
Lol reverse psychology ah... anyway dig further it looks good as long as they can maintain sales, waiting for suitable entry now. laugh.gif

Factory is not even up to full capacity and almost no capex.. so its pure free cash flow rclxms.gif

How many bagger ah boon made already? brows.gif

Last Q result was based on average USD of 3.65

This post has been edited by gark: Sep 21 2015, 06:00 PM
gark
post Sep 22 2015, 09:21 AM

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QUOTE(Boon3 @ Sep 21 2015, 07:06 PM)
Where got reverse psychology?

This called Tai Chi......  flex.gif  flex.gif

laugh.gif
So you think can double?
*
Emm.. if they can grow profits then they might.

But then hor.. as USD goes up, they might lose some sales as things get expensive, consumer .. err consume less. sweat.gif

I read up their major export market is Japan and China, although the items are priced in USD, they are sold locally in CNY and JPY, which has also has some impact.

Conservatively I expect EPS 15-20, FV 1.50. On the bright side, they will pay back all thier loan by FY16, which means DY will expected to be up. wink.gif
gark
post Sep 22 2015, 09:22 AM

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QUOTE(Pink Spider @ Sep 21 2015, 02:59 PM)
Fokus Lambo? blush.gif
*
Only 1 good Q .. hmm.gif
gark
post Sep 22 2015, 04:38 PM

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QUOTE(Pink Spider @ Sep 22 2015, 04:32 PM)
gark! tongue.gif
*
Eh? tongue.gif

Wat happen? laugh.gif
gark
post Sep 22 2015, 09:54 PM

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QUOTE(cooldownguy86 @ Sep 22 2015, 07:44 PM)
abg boon abg gark. just wondering what is your current cash ratio and is there a min ratio that u practice?
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Mine is still around 70%. Never seem to be able to invest it all... rclxub.gif

I guess i am like TTB... still waiting for the super cheap stocks.. which never comes cry.gif

This post has been edited by gark: Sep 22 2015, 09:56 PM
gark
post Sep 23 2015, 09:48 AM

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QUOTE(SlomoX @ Sep 23 2015, 08:58 AM)
this is true and some even only come for the door gift and later on cabut...
*
Best door gift is nestle...

Get hamper box.. brows.gif i think worth about 60-70 bucks..

This post has been edited by gark: Sep 23 2015, 09:48 AM
gark
post Sep 23 2015, 12:57 PM

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QUOTE(Boon3 @ Sep 23 2015, 10:01 AM)
rolleyes.gif

hmm.gif

laugh.gif

cool.gif
Nestle share not so expensive hor.....
*
Haha.. got dividend.. got hamper.. got free lunch..

Goody bag not necessary get during AGM, can get it few days later too..

Apa lagi mau? rolleyes.gif

user posted image

Credit : Not my picture. https://dividendmagic.wordpress.com/2015/04...bag-april-2015/

This post has been edited by gark: Sep 23 2015, 12:59 PM

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