QUOTE(Pink Spider @ Sep 18 2015, 07:04 PM)
To ... buy .... or not to buy.... that is the question. Traders Kopitiam! V8
Traders Kopitiam! V8
|
|
Sep 18 2015, 07:08 PM
Return to original view | Post
#81
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
|
|
|
Sep 21 2015, 10:39 AM
Return to original view | Post
#82
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
Eh... no sound one? Every1 scared already oh..
|
|
|
Sep 21 2015, 11:07 AM
Return to original view | Post
#83
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
Sep 21 2015, 11:08 AM
Return to original view | Post
#84
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
Sep 21 2015, 11:44 AM
Return to original view | Post
#85
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
Sep 21 2015, 11:56 AM
Return to original view | Post
#86
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
|
|
|
Sep 21 2015, 12:14 PM
Return to original view | Post
#87
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(Boon3 @ Sep 21 2015, 12:08 PM) Only glove company which is still under-performing is supermax.. wonder whats wrong with it? Glove overcapacity will take some time to ease off... This post has been edited by gark: Sep 21 2015, 12:15 PM |
|
|
Sep 21 2015, 12:28 PM
Return to original view | Post
#88
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
Sep 21 2015, 01:27 PM
Return to original view | Post
#89
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
Sep 21 2015, 01:35 PM
Return to original view | Post
#90
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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. This post has been edited by gark: Sep 21 2015, 01:37 PM |
|
|
Sep 21 2015, 01:39 PM
Return to original view | Post
#91
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(Pink Spider @ Sep 21 2015, 01:37 PM) Looking at how many steel factories have kaputted in Indonesia.. Now scrap metal people also don't want to come collect.. Buying steel imported from china is much cheaper than to produce own steel.. This post has been edited by gark: Sep 21 2015, 01:40 PM |
|
|
Sep 21 2015, 02:32 PM
Return to original view | Post
#92
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
Sep 21 2015, 02:44 PM
Return to original view | Post
#93
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(Boon3 @ Sep 21 2015, 02:41 PM) 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? Anyway looks interesting.. This post has been edited by gark: Sep 21 2015, 02:46 PM |
|
|
|
|
|
Sep 21 2015, 05:58 PM
Return to original view | Post
#94
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(Boon3 @ Sep 21 2015, 05:48 PM) Lol reverse psychology ah... anyway dig further it looks good as long as they can maintain sales, waiting for suitable entry now. Factory is not even up to full capacity and almost no capex.. so its pure free cash flow How many bagger ah boon made already? Last Q result was based on average USD of 3.65 This post has been edited by gark: Sep 21 2015, 06:00 PM |
|
|
Sep 22 2015, 09:21 AM
Return to original view | Post
#95
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(Boon3 @ Sep 21 2015, 07:06 PM) 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. 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. |
|
|
Sep 22 2015, 09:22 AM
Return to original view | Post
#96
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
Sep 22 2015, 04:38 PM
Return to original view | Post
#97
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
Sep 22 2015, 09:54 PM
Return to original view | Post
#98
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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? Mine is still around 70%. Never seem to be able to invest it all... I guess i am like TTB... still waiting for the super cheap stocks.. which never comes This post has been edited by gark: Sep 22 2015, 09:56 PM |
|
|
Sep 23 2015, 09:48 AM
Return to original view | Post
#99
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
|
|
|
Sep 23 2015, 12:57 PM
Return to original view | Post
#100
|
![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(Boon3 @ Sep 23 2015, 10:01 AM) 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? ![]() 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 |
|
Topic ClosedOptions
|
| Change to: | 0.0236sec
0.68
7 queries
GZIP Disabled
Time is now: 29th November 2025 - 09:20 AM |