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Traders Kopitiam! V8

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spring onion	Jun 23 2015, 11:33 PM Return to original view \| Post #1
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(Boon3 @ Jun 23 2015, 06:59 PM) » Click to show Spoiler - click again to hide... « Talk own self again.... Never think like an investor when you are trading..... oops.... I think the opposite holds true also... ie never think like a trader when you are an investor.... this is for those who loves chasing falling stocks... example? AirAsia. Well? AirAsia mah... many are WRONGLY thought to buy/invest based on what they see... for example... they go airport... they see... so many fei kei... all also say.... can fly... all red color... so many AirAsia... business must be good.... how can it not be good? when so many are flying AirAsia? so when they see it fall... they say... bargain... sifu from mountain... says so one... I saw GMT video.... have you? https://vimeo.com/131236783 to check what the Mat Salleh talk about the related party profits....inflating profits.... I also sibuk myself mah... don't pick lose... see myself... http://cdn1.i3investor.com/my/files/dfgs88...--591047246.pdf I think it's the profits stated under 'Share of results of associates - see notes 23' ..... 33.1 million.... "Thai AirAsia achieved an operating profit of THB1,195.0 million in 1Q15, compared to an operating profit of THB346.6 million in 1Q14. Thai AirAsia achieved a net profit of THB922.8 million in 1Q15, compared to a net profit of THB244.7 million in 1Q14. AirAsia Berhad has equity accounted RM37.1 million in 1Q15, as reflected in the AirAsia Berhad income statement" what Mat saying.... AirAsia Thai losses... went to losses heaven lor.... "The AirAsia Berhad share of the net loss in 1Q15 amounted to RM73.5 million. However, as the Group’s interest in Indonesia AirAsia has been reduced to zero any profits will only be recognized when a total of RM407.9 million of unrecognized losses have been reversed." and same with Philipines.... went to losses heaven also... "AirAsia Philippines recorded a net loss of RM25.7 million (quarter ended 31 March 2014: net loss of RM24.6 million) in the quarter under review out of which RMNil million is equity accounted in the AirAsia Berhad income statement. As the Group’s interest in AirAsia Philippines has been reduced to zero, in accordance with MFRS128, any profits will only be recognized when a total of RM112.8 million of unrecognized losses have been reversed." so these losses not accounted.... dunno go where... so profits look higher than it should be.... ps: clearly I am not an accountant.... so I only see laaa.... ps: I do not think accountant is a prerequisite to be a trader la..... or am I WRONG here? ok... even if all the above is acceptable... I see this... I can see so many issues.... like sales revenue is down... most costs are up.... (compared to same quarter last year laa.... ) anyway.... no 11. shows a disposal gain.... 62 million. and then... the big disposal gain of AirAsia Expedia... which contributed 320 million... all these one of gains.... yes? if AirAsia did not sell AirAsia Expedia... would AirAsia even be making money for the quarter? and remember how much losses it recorded the previous quarter? THIS i think is the real problem.... clearly money... is a REAL issue... it's not a joke when you have 1.6 billion cash but carry a loan of 13.1 BILLION... and a commitment to take delivery of 81 billion worth of fei kei. this is clearly not sustainable... CLEARLY BILLION DOLLAR DEBTs is NOT a sports for Malaysia companies.................. yeah..... do see the GMT video.... see it over and over again... ps: what is AirAsia NTAB? Answer? 1.64 trick question: with AirAsia main assets being fei kei's.... assets which are depreciating... and with AirAsia 's debts exploding at dunno what rate..... why on earth should AirAsia even trade higher than its NTAB? yes? no? yes? no? trick question: what is AirAsia market capital at 1.64? ie... in layman's term...if AirAsia sells all its shares at a price of 1.64, how much is AirAsia worth? Answer: 4.564 billion!!! now I ask myself... given AirAsia's balance sheet issues.... it's profitability... it's BILLION dollar currency hedges..... should AirAsia be worth 4.564 billion? ps: would you pay 4.564 billion ringgit to own a company which has 13.1 billion in debts? something long isn't it? ps: I wonder Mat GMT got see latest profit report from AirAsia or not? haoyo boon... you start to grow old liao.... so ngam cham de nowadays btw, market looks too good to be true... it's about time where correction or a big tsunami will come
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spring onion	Jun 30 2015, 11:43 PM Return to original view \| Post #2
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(max_cavalera @ Jun 30 2015, 11:22 AM) Hi guise... Poh huat just release their qtrly report... Gross revenue increase marginally 14% but nett profit up to 70% YOY Is this a good thing? Kinda dissapointed with it low revenue increase... But nett profit very impressive poh huat? their management buy lands from their private subsidiary with a very high price wor. this will only make them rich, not us summoning boon
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spring onion	Jul 1 2015, 11:15 PM Return to original view \| Post #3
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(Boon3 @ Jul 1 2015, 09:22 AM) Blooooody hell..... midnight also kena cucuk already............ why ask me? how would you choose stocks in a sector? you usually got a lot of comment 1 mah... is the construction and tech sector are the next bull run? banking and finance is set to rebound
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spring onion	Jul 4 2015, 01:04 AM Return to original view \| Post #4
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(kueyteowlou @ Jul 3 2015, 02:27 PM) halo any kangtao today? evergreen and cenbond?
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spring onion	Jul 11 2015, 11:00 AM Return to original view \| Post #5
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(Boon3 @ Jul 10 2015, 09:44 AM) spring onion no see? today again up. haiyo. i didnt trade that 2 stocks la. merely looking at it only homer also gap up yesterday, but still..... what a waste
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spring onion	Jul 14 2015, 12:50 AM Return to original view \| Post #6
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(CP88 @ Jul 13 2015, 05:14 PM) Dunno which one la. Give a guess liau.. FLBhd and hevea, and my long lost homer but the real answer would be mieco. pretty obvious right? This post has been edited by spring onion: Jul 14 2015, 12:50 AM
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spring onion	Jul 15 2015, 11:37 PM Return to original view \| Post #7
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(Boon3 @ Jul 14 2015, 09:21 AM) Old man from mountain say what is long lost sometimes can be found.....only if..... can explain in abit simpler way? your statement too deep la
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spring onion	Jul 20 2015, 04:11 PM Return to original view \| Post #8
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(kueyteowlou @ Jul 20 2015, 03:53 PM) bintai , sycal ... apa u lagi mauuuuuuuuuuuuuuu ??? so late only give tipsy ah? btw JCY good for trading ah.... my instinct it will go beyond rm1 This post has been edited by spring onion: Jul 20 2015, 04:11 PM
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spring onion	Jul 24 2015, 12:32 AM Return to original view \| Post #9
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(kueyteowlou @ Jul 23 2015, 11:10 AM) shhhhhhh tips share lai lai QUOTE(Pink Spider @ Jul 23 2015, 01:18 PM) 2.5 sen quarterly dividend 1.30 seems to be quite a good support level its products selling quite well (on-the-ground observation), not too cheap, not too premium, should be resilient in a downturn of consumer sentiment preserve profit lor...when drop back baru re-enter prob is...can u glue to your monitor and sell cun-cun at 1.08 and buy back at 1.03? wah... dont know you are into padini as well btw, FLBHD and Signature can go higher?
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spring onion	Jul 27 2015, 11:19 PM Return to original view \| Post #10
Regular Senior Member 1,087 posts Joined: Apr 2013	one question to all the expert here, take example OSK and Homeritz warrant for example: both being a dividend centric counter, how do you all calculate it's warrant pricing for the next 5 years since both give dividend more than 40% ? unlike hevea and it's wb, hevea focus on growth and therefore we have better prediction on its warrant and also pinky PJD-WC, if OSK managed to get 90% of PJD, what will happen to warrant next? auto convert?
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spring onion	Aug 6 2015, 12:01 AM Return to original view \| Post #11
Regular Senior Member 1,087 posts Joined: Apr 2013	i feel that osk is a good buy. low PE, riding on RHB and OSK property business. decent dividend yield management style unlike BJcorp although ah Ong might be chicky, but still so nice swap his pjd share for osk shareholder.... if me were him i rather hold pjd tight tight for himself
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spring onion	Aug 10 2015, 11:07 PM Return to original view \| Post #12
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(tehoice @ Aug 10 2015, 06:06 PM) by the way, cscenic entry price how much for you guys? 1.20 seems like can entry for me liao. directors are disposing bro. still dare to buy?
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spring onion	Aug 31 2015, 05:21 PM Return to original view \| Post #13
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(kueyteowlou @ Aug 30 2015, 09:53 PM) the thread so boring ma... i saw crude oil price shoot up... then post abit oil counter news lo... why no one buy hibiscs? lol oil going down to 20 wor, said expert. belum reach bottom lagi
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spring onion	Sep 4 2015, 11:53 PM Return to original view \| Post #14
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(Tripod @ Sep 4 2015, 10:25 PM) they're basically 2 types of players in the market. the new fools and the old fools but seriously...hang around this forum... a nice place learn and some forumers do give out good advice from time to time. there is the third type: people who earn money like boon lai lai want tipsy? high risk tips: http://www.themalaysianinsider.com/malaysi...r-lrt-3-project stock in focus: GKENT, MRCB medium risk tips: http://www.themalaysianinsider.com/busines...m-japan-in-fy15 stock in focus: Hevea low risk tips: http://www.reuters.com/article/2015/09/04/...N0R500520150904 stock in focus: Gtronic, SAM, VItrox, Inari not responsible for any loses for the above advise I do only own hevea currently This post has been edited by spring onion*: Sep 4 2015, 11:54 PM
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spring onion	Sep 5 2015, 12:14 AM Return to original view \| Post #15
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(infernoaswen @ Sep 5 2015, 12:06 AM) Can't denied hevea is very sexy. the way i see it, your frontken lebih sexy from a decent clothing being clothed with fur sweater with dawn jacket but now kena strip till nalf naked
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spring onion	Sep 5 2015, 11:56 AM Return to original view \| Post #16
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(Boon3 @ Sep 5 2015, 10:21 AM) the danger is anchoring your reasoning based on how high the stock has traded recently..... yes, on a short, short term basis, I am sure some traders would FEEL that 15 sen is a support for the stock and that the stock could be due for a rebound..... it's not unreasonable thinking.... however... from my point of view.... when I look at the current stock decline... it's like CHINESE WATER TORTURE.... cos there was no sharp decline.... but instead constant droppings.... such stock declines.... tend to create a scenario where there's plenty of stale bulls left holding on to the stock.... hence any brief rebound could be countered by selling..... my poison la.... you don't have to agree.... and if you extend to the larger frame.... in my opinion... THE support for the stock was 18/19 sen region.... that's where the stock out from before it began it's fantastic up movement in April... as much... when I consider where Frontken is trading right now.... I won't be comfortable trading it.... however.... please remember... I am just saying "I won't be comfortable trading it..." and I am not saying no chance.... cos in stock market anything can happen... especially with goreng stocks... again... just my poison...... ah boon, fundamentally this stock good good potential. currently they can ride on good electronics sales in taiwan, while OnG is expected to recover in early 2016. pinky, gark, hehe all no comment ka? this stock always in top volume wor
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spring onion	Sep 5 2015, 03:42 PM Return to original view \| Post #17
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(Boon3 @ Sep 5 2015, 12:32 PM) Aiyooo... My comments based on what's shown on the charts. Fundamentally good good potential? Not sure but all I remember was the stock reported a extremely poor set of result. Do you know why? ( sorry did not read it myself) losing in the making, but looks like cash flow still healthy
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spring onion	Sep 5 2015, 04:13 PM Return to original view \| Post #18
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(Boon3 @ Sep 5 2015, 04:09 PM) Ah.... so cash improved ... but earnings was poor. solid balance sheet poor performance.... so by right... it's about about fifty/fifty .... won't this be a better descripption/assessment of the stock at this moment? now for this market conditions... how would you describe it? bearish? risky? tough? yes? if the answer is yes...... why bother to look at a fifty/fifty stock? isn't there so many other fishes in the water? are they that many living fishes in the water? so many company report a good quarter but yet can't go up. unless what you meant is keeping cash at this moment is better...
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spring onion	Sep 5 2015, 04:17 PM Return to original view \| Post #19
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(Tripod @ Sep 5 2015, 01:12 PM) spring...why gkent high risk? i'm also holding gkent some of construction company very very good in 'accounting'. of cause GKent may be a exception. high risk high return mah but looking at the company performance, consider not bad, got payout to shareholder
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spring onion	Sep 6 2015, 10:44 PM Return to original view \| Post #20
Regular Senior Member 1,087 posts Joined: Apr 2013	QUOTE(MohdPuskas @ Sep 6 2015, 10:20 PM) Normally you guys divided all you capital into how many stock ? Put all in 1 stock ? Or 2 / 3 ? Or more than that for me is 5 Tech stock Property Finance Manufacturing/Industry Medicine and health
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