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 Investors Club V9, Previously known as Traders Kopitiam

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felixmask
post Mar 30 2016, 10:53 AM

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QUOTE(gark @ Mar 30 2016, 10:19 AM)
No choice, feet inside water liao..  mega_shok.gif
*
bumi armada got new ang moh CEO..gt confident he can turn the ship
felixmask
post Mar 30 2016, 10:55 AM

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QUOTE(gark @ Mar 30 2016, 10:51 AM)
Been buying since 2014..  tongue.gif

Hoping for recovery of OnG..  innocent.gif

No immediate catalyst.. so not short term punt here.  laugh.gif
*
u waiting what ..Brent oil price reach $100 per barrel ...


OPEC want the price at $50...
tehoice
post Mar 30 2016, 10:58 AM

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QUOTE(Pink Spider @ Mar 30 2016, 10:45 AM)
If I have 5 figures salary, I just close eyes and create a hundreds-thousands divvy portfolio kaotim liao...no need study so much stocks and gamble occasionally doh.gif
*
but your portfolio are doing great right bruce.gif
so you will get best of both worlds la...

QUOTE(gark @ Mar 30 2016, 10:51 AM)
Been buying since 2014..  tongue.gif

Hoping for recovery of OnG..  innocent.gif

No immediate catalyst.. so not short term punt here.  laugh.gif
*
coming soon la, but dunno when only.... it cant be forever going down right.... hopefully it goes up soon....
what's your tp like?
TC-Titan
post Mar 30 2016, 11:02 AM

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Can try looking at UOAD ,ECS and Taliwrks for good div yields n decent capital appreciation.

Price to enter is subjective - enter at a good discount for higher yields or enter now at already good yields.

Most of the ratios n fundamentals look pretty good to me. Prospects for the long term are still there unless some black swan happens. Mgmt for all 3 are good.

Disclaimer: trade or invest at your own risk.
gark
post Mar 30 2016, 11:08 AM

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QUOTE(felixmask @ Mar 30 2016, 10:55 AM)
u waiting what ..Brent oil price reach $100 per barrel ...
OPEC want the price at $50...
*
Waiting fro $80 by 2018 tongue.gif
felixmask
post Mar 30 2016, 11:35 AM

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QUOTE(gark @ Mar 30 2016, 11:08 AM)
Waiting fro $80 by 2018  tongue.gif
*
Got compare dialog?
SUSPink Spider
post Mar 30 2016, 11:46 AM

Formerly known as Prince_Hamsap
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QUOTE(TC-Titan @ Mar 30 2016, 11:02 AM)
Can try looking at UOAD ,ECS and Taliwrks for good div yields n decent capital appreciation.

Price to enter is subjective - enter at a good discount for higher yields or enter now at already good yields.

Most of the ratios n fundamentals look pretty good to me. Prospects for the long term are still there unless some black swan happens. Mgmt for all 3 are good.

Disclaimer: trade or invest at your own risk.
*
3 totally different companies laugh.gif
gark
post Mar 30 2016, 12:49 PM

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QUOTE(felixmask @ Mar 30 2016, 11:35 AM)
Got compare dialog?
*
Dialog is overpriced, not much upside. innocent.gif

Oil price up or down not much impact to dialog, as they are doing oil storage.

This post has been edited by gark: Mar 30 2016, 12:51 PM
gark
post Mar 30 2016, 12:51 PM

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QUOTE(Pink Spider @ Mar 30 2016, 11:46 AM)
3 totally different companies laugh.gif
*
Here penny stock for you to analyze. bruce.gif

Tell us what you think fundamentally. tongue.gif

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


This post has been edited by gark: Mar 30 2016, 12:51 PM
kueyteowlou
post Mar 30 2016, 12:53 PM

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long time no talk here. anyone think dnonce is good? haha
felixmask
post Mar 30 2016, 12:55 PM

Look at all my stars!!
*******
Senior Member
6,356 posts

Joined: Aug 2008
QUOTE(gark @ Mar 30 2016, 12:49 PM)
Dialog is overpriced, not much upside.  innocent.gif

Oil price up or down not much impact to dialog, as they are doing oil storage.
*
That why I want to tell you.
gark
post Mar 30 2016, 12:56 PM

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From: Penang, KL, China, Indonesia....
QUOTE(felixmask @ Mar 30 2016, 12:55 PM)
That why I want to tell you.
*
Nope not interested. tongue.gif
SUSPink Spider
post Mar 30 2016, 01:37 PM

Formerly known as Prince_Hamsap
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QUOTE(gark @ Mar 30 2016, 12:51 PM)
Here penny stock for you to analyze.  bruce.gif

Tell us what you think fundamentally.  tongue.gif

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

*
TONER...??? confused.gif
gark
post Mar 30 2016, 01:51 PM

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QUOTE(Pink Spider @ Mar 30 2016, 01:37 PM)
TONER...??? confused.gif
*
Bole kah? brows.gif

Sked holland.. laugh.gif laugh.gif laugh.gif
SUSPink Spider
post Mar 30 2016, 01:55 PM

Formerly known as Prince_Hamsap
********
Senior Member
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Joined: Jun 2011


QUOTE(gark @ Mar 30 2016, 01:51 PM)
Bole kah?  brows.gif

Sked holland..  laugh.gif  laugh.gif  laugh.gif
*
Don't have regular dividend history...NO sleep.gif
gark
post Mar 30 2016, 02:05 PM

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From: Penang, KL, China, Indonesia....
QUOTE(Pink Spider @ Mar 30 2016, 01:55 PM)
Don't have regular dividend history...NO sleep.gif
*
Namanya.. punting stock. dry.gif
TC-Titan
post Mar 30 2016, 02:07 PM

My Life for Aiur~!
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Joined: Mar 2014


QUOTE(gark @ Mar 30 2016, 12:51 PM)
Here penny stock for you to analyze.  bruce.gif

Tell us what you think fundamentally.  tongue.gif

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

*
Interesting sharing.

After taking a quick look this what I think:

1. 2015 calendar results look good thanks to USD (97% of sales from export) and cost savings since most of their are in MYR.
2. Can they continue to sustain their performance in 2016 given USD fluctuating? Not too sure on their billings and volume - contract for short/mid/long terms with customers or once-off billings with retailers or a mixture of both.
3. I'm surprised to see revenue decreasing from China operations and still incurring net operating losses versus MY.
4. Too lazy to think on the further impact of JPY and Oil Price to their costing.
5. Cashflow seems ok. Red flag is on the inventories - too much balance as at FYE. Possibility of higher impairment or W/Os later.
6. Noticed no impairment or w/o for PPE. Potential for some to be incurred in next FY?

P/E, PB, NP and GP looks ok. Seems okay to punt/trade for ST. But for LT investing... subjective. Need to do more homework.

U can literally make it "Jadi". brows.gif

This post has been edited by TC-Titan: Mar 30 2016, 02:07 PM
SUSPink Spider
post Mar 30 2016, 02:09 PM

Formerly known as Prince_Hamsap
********
Senior Member
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Joined: Jun 2011


0.11 je, Unker gark can move it brows.gif
gark
post Mar 30 2016, 02:16 PM

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From: Penang, KL, China, Indonesia....
QUOTE(TC-Titan @ Mar 30 2016, 02:07 PM)
Interesting sharing.

After taking a quick look this what I think:

1. 2015 calendar results look good thanks to USD (97% of sales from export) and cost savings since most of their are in MYR.
2. Can they continue to sustain their performance in 2016 given USD fluctuating? Not too sure on their billings and volume - contract for short/mid/long terms with customers or once-off billings with retailers or a mixture of both.
3. I'm surprised to see revenue decreasing from China operations and still incurring net operating losses versus MY.
4. Too lazy to think on the further impact of JPY and Oil Price to their costing.
5. Cashflow seems ok. Red flag is on the inventories - too much balance as at FYE. Possibility of higher impairment or W/Os later.
6. Noticed no impairment or w/o for PPE. Potential for some to be incurred in next FY?

P/E, PB, NP and GP looks ok. Seems okay to punt/trade for ST. But for LT investing... subjective. Need to do more homework.

U can literally make it "Jadi".  brows.gif
*
Yes USD and low oil price (resin) is helping their profits, otherwise the sales are stagnant.

They are winding down and closing down their china factory and moving the machine to Malaysia (by July).. so the china operations loss is going to be less.

They are converting their monochrome toner machine into higher margin color toner.

FCF is good, as they have a HUGE depreciation cost and very low capex. (due to excess machine)

Risk if USD becomes lower and people use less toner (e-document) dry.gif

This post has been edited by gark: Mar 30 2016, 02:18 PM
SUSPink Spider
post Mar 30 2016, 02:17 PM

Formerly known as Prince_Hamsap
********
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Joined: Jun 2011


Who can spoonfeed me?

Wants a plantation stock with >3% divvy yield innocent.gif

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