QUOTE(gark @ Mar 30 2016, 10:19 AM)
bumi armada got new ang moh CEO..gt confident he can turn the shipInvestors Club V9, Previously known as Traders Kopitiam
Investors Club V9, Previously known as Traders Kopitiam
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Mar 30 2016, 10:53 AM
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6,356 posts Joined: Aug 2008 |
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Mar 30 2016, 10:55 AM
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6,356 posts Joined: Aug 2008 |
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Mar 30 2016, 10:58 AM
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5,529 posts Joined: Oct 2007 |
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 but your portfolio are doing great right so you will get best of both worlds la... QUOTE(gark @ Mar 30 2016, 10:51 AM) Been buying since 2014.. coming soon la, but dunno when only.... it cant be forever going down right.... hopefully it goes up soon.... Hoping for recovery of OnG.. No immediate catalyst.. so not short term punt here. what's your tp like? |
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Mar 30 2016, 11:02 AM
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820 posts Joined: Mar 2014 |
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. |
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Mar 30 2016, 11:08 AM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Mar 30 2016, 11:35 AM
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6,356 posts Joined: Aug 2008 |
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Mar 30 2016, 11:46 AM
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16,872 posts Joined: Jun 2011 |
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. 3 totally different companies 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. |
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Mar 30 2016, 12:49 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Mar 30 2016, 12:51 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Mar 30 2016, 12:53 PM
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4,093 posts Joined: Jul 2011 |
long time no talk here. anyone think dnonce is good? haha
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Mar 30 2016, 12:55 PM
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6,356 posts Joined: Aug 2008 |
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Mar 30 2016, 12:56 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Mar 30 2016, 01:37 PM
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16,872 posts Joined: Jun 2011 |
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Mar 30 2016, 01:51 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Mar 30 2016, 01:55 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
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Mar 30 2016, 02:05 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Mar 30 2016, 02:07 PM
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820 posts Joined: Mar 2014 |
QUOTE(gark @ Mar 30 2016, 12:51 PM) Here penny stock for you to analyze. Interesting sharing.Tell us what you think fundamentally. » Click to show Spoiler - click again to hide... « 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". This post has been edited by TC-Titan: Mar 30 2016, 02:07 PM |
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Mar 30 2016, 02:09 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
0.11 je, Unker gark can move it
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Mar 30 2016, 02:16 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(TC-Titan @ Mar 30 2016, 02:07 PM) Interesting sharing. Yes USD and low oil price (resin) is helping their profits, otherwise the sales are stagnant.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". 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) This post has been edited by gark: Mar 30 2016, 02:18 PM |
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Mar 30 2016, 02:17 PM
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Senior Member
16,872 posts Joined: Jun 2011 |
Who can spoonfeed me?
Wants a plantation stock with >3% divvy yield |
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