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 Investors Club V9, Previously known as Traders Kopitiam

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tehoice
post Aug 2 2016, 11:25 AM

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QUOTE(Pink Spider @ Aug 2 2016, 10:48 AM)
Aging? Where u get the aging confused.gif
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annual report dont have meh? should have mah. the audited accounts.
i use my spesial tool to see.
tehoice
post Aug 2 2016, 02:47 PM

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QUOTE(Pink Spider @ Aug 2 2016, 11:30 AM)
Share with us what do u see?

It's a property developer, should have not much problem with receivables, as mostly would be under financing hmm.gif
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havent check in detail yet, let me take a look at it when i'm free in the next few days.

but for their model, the cash outflow will come first before receiving, so cash flow problem may occur here though.
tehoice
post Aug 2 2016, 03:52 PM

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QUOTE(Pink Spider @ Aug 2 2016, 02:55 PM)
Which property developer doesn't work that wat? tongue.gif

Like my company...3 well-received developments, followed with 1 failed launch...then sink liao the whole ship bangwall.gif
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yeah, all of it also work this way. haha...

you work in which big mega prop player?
tehoice
post Aug 2 2016, 04:23 PM

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QUOTE(Pink Spider @ Aug 2 2016, 04:01 PM)
If mega...won't sink lor mega_shok.gif
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mega also can sink 1 mah. even lehman brothers sink too.
tehoice
post Aug 3 2016, 09:52 AM

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QUOTE(river.sand @ Aug 3 2016, 08:52 AM)
How do you guys value a property stock?
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for me, all the current projects and future projects (if announced/to launch). the land banks they owned (prime location is best), the last date of revaluation.
tehoice
post Aug 3 2016, 05:05 PM

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QUOTE(Pink Spider @ Aug 3 2016, 01:20 PM)
So, have you valued Matrix? innocent.gif
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not yet, just downloaded the report, sent it to you via pm.

QUOTE(river.sand @ Aug 3 2016, 01:57 PM)
How about one of you start a new property stocks thread?
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why must be a dedicated thread for property ar?
tehoice
post Aug 4 2016, 04:49 PM

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any comments on mfcb guys?
tehoice
post Aug 5 2016, 05:02 PM

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QUOTE(Le Don @ Aug 5 2016, 10:54 AM)
Looks like padini flying up again
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record high, 2.8 yo!

QUOTE(Pink Spider @ Aug 5 2016, 03:46 PM)
Looks like HLInd continues flying biggrin.gif
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so how pinky, matrix? can jadi?
tehoice
post Aug 5 2016, 05:21 PM

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QUOTE(Pink Spider @ Aug 5 2016, 05:05 PM)
Dah beli blush.gif
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lol so fast! didnt share with me your findings also.... cry.gif
tehoice
post Aug 8 2016, 02:23 PM

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QUOTE(Pink Spider @ Aug 8 2016, 01:56 PM)
http://www.theedgeproperty.com.my/my/conte...-yield-stock’

Matrix Concepts ‘still a yield stock’
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nice.... thanks for sharing biggrin.gif
tehoice
post Aug 15 2016, 09:58 AM

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QUOTE(hehe86 @ Aug 15 2016, 01:52 AM)
Speaking of cup and handle, isn't it AAX look like one?
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dont get this bro.
tehoice
post Aug 18 2016, 03:01 PM

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ask you guys a question.

a company is doing a disposal, completing soon.

after the sale, net cash per share is, let's say RM1.65 per share.

now, the share price is RM1.10 per share.

what would you do?
tehoice
post Aug 18 2016, 03:34 PM

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QUOTE(Pink Spider @ Aug 18 2016, 03:26 PM)
1. It means that the said assets has been undervalued all this while
2. If properly valued, the stock would have been trading below Book Value

I'd bet on the company paying a special dividend post-disposal exercise.

Insider info? brows.gif
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yeah.... trading below pb value.

not exactly insider info la. but bought bit bit ady brows.gif brows.gif brows.gif
tehoice
post Aug 26 2016, 04:20 PM

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QUOTE(Pink Spider @ Aug 26 2016, 09:42 AM)
Ini lesson on...don't dump a stock on an uptrend if the fundamentals are still intact cry.gif
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new TP revised. now revised to 3.88 given the current fundamental
tehoice
post Aug 26 2016, 06:06 PM

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QUOTE(Pink Spider @ Aug 26 2016, 05:09 PM)
Portfolio going downhill cry.gif
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ok ma, your portfolio macam doing quite good...

edit: over the past few years lar.

This post has been edited by tehoice: Aug 26 2016, 06:07 PM
tehoice
post Aug 27 2016, 12:17 AM

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QUOTE(Pink Spider @ Aug 26 2016, 07:29 PM)
12-months total return (including dividends)...+39% blush.gif

But profits for the month...2/3 gone doh.gif

Main drag...Hong Leong Industries bangwall.gif
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not bad mah, still doing very good. matrix will perform soon.

as for hong long industries. hmm, this 1 i got no comment, but if fundamentals are intact, don't see a reason to panic though.
tehoice
post Aug 27 2016, 12:18 AM

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QUOTE(Le Don @ Aug 26 2016, 09:03 PM)
Already reached Kenanga's TP today

Now 0% upside  whistling.gif
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lol.... things are forever changing. reach kenanga's tp then? gonna break 3 next week....
tehoice
post Aug 29 2016, 09:30 AM

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QUOTE(Pink Spider @ Aug 27 2016, 09:32 AM)
Yeah, just as I've no complaints when it flew upwards with no brakes, I should fear not when it drops down irrationally, fundamentals are solid.
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we need to always remember, malaysian market is not always rational. hopefully this is not the case for your hlb though.
tehoice
post Aug 30 2016, 02:46 PM

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QUOTE(Pink Spider @ Aug 30 2016, 11:02 AM)
Ta Ann kaboom cry.gif
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what happen?
tehoice
post Aug 30 2016, 03:15 PM

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QUOTE(Pink Spider @ Aug 30 2016, 02:59 PM)
Quarterly results doesn't surprise on the upside lor sad.gif
Maybe bcos you're not Admin? tongue.gif
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it's also a political linked counter, need to be careful also....

so HLB and this counter not doing good, the rest of your portfolio macam doing gooding job ma.

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