Welcome Guest ( Log In | Register )

Bump Topic Topic Closed RSS Feed
5 Pages < 1 2 3 4 > » Bottom

Outline · [ Standard ] · Linear+

 Investors Club V9, Previously known as Traders Kopitiam

views
     
river.sand
post Aug 3 2016, 01:57 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(tehoice @ Aug 3 2016, 09:52 AM)
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.
*
QUOTE(Pink Spider @ Aug 3 2016, 01:20 PM)
So, have you valued Matrix? innocent.gif
*
How about one of you start a new property stocks thread?
river.sand
post Aug 3 2016, 07:28 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(felixmask @ Aug 3 2016, 07:04 PM)
Still own symphony?
*
I never own Symphony tongue.gif
river.sand
post Aug 12 2016, 01:44 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(Pink Spider @ Aug 12 2016, 02:30 AM)
Eh eh eh

Is this a tipsy? tongue.gif
*
Just some thoughts...
- EPF now have Syariah compliant schemem. Those ustaz rule that conventional scheme is haram.
- A number of insurance agents I know no longer sell conventional plans, just takaful.

Any tipsy other than 6*39 innocent.gif
river.sand
post Aug 18 2016, 03:22 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(twhong_91 @ Aug 18 2016, 10:08 AM)
what happened to ulicorp? lol.. scgm, ulicop and slp all same fate.

i caught the falling knife yesterday. :'(
*
SCGM is having private placement, which would dilute the EPS by 10%. That could be the trigger.
Don't think it is down to poor results. Otherwise the sell down would have started immediately after the results were announced, or latest by the next trading day.

Not sure about ULICORP and SLP...
river.sand
post Aug 18 2016, 04:17 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(Boon3 @ Aug 18 2016, 03:52 PM)
You do realize when it comes to numbers stuff, I don't simply say one.
Instead, of simply saying 'Don't think it is down to poor results', why didn't you take the effort to click around the internet and check if what I said was true?

I certainly don't want any innocent readers to take my words as gospel and trade on it but only to find out it's inaccurate !!!

user posted image

OR

http://www.bursamalaysia.com/market/listed...cements/5131141

earnings of 3.462 million vs 5.137 million.
That equals a DECLINE of how many percent?
*
Master boon, don't be so angry tongue.gif

I absolutely agree that the results were awful. The question is why there was no sell down a few months back? Why they wait until now?
The only reason I can think of is: the traders out there didn't see what your eyes of wisdom see biggrin.gif
river.sand
post Nov 15 2016, 10:24 AM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(hehe86 @ Nov 11 2016, 04:20 PM)
Question: For one who wanna use FA, like low PE, ROE >10, Equity Yield >10, price < NTA, would you skip a stock if it doesn't satisfy most if not all those criteria?
*
If prospect has turned negative...
river.sand
post Feb 7 2017, 03:40 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(gark @ Feb 7 2017, 01:19 PM)
Tenaga already inked cost pass through mechanism with the government, so even if tariff hike up or down it will not matter to tenaga. If cost up, gov pay tenaga, if cost down tenaga pays the govt. So the margins will be super stable.

In terms of profit growth .. it will be muted, but it has hinted it will pay more dividends with its huge cash pile. And it will invest more overseas by raising its gearing level which can be a double edge sword ( in terms foreign risk and more debt).

IMHO i think the jewel in tenaga's asset which no one notices, is the nationwide transmission network... if they just list it as a trust or reit .. shareholders will reap huge rewards.  brows.gif
*
How can Tenaga monetize it's transmission network, other than for own use?

Regarding cost, natural gas is now as cheap as coal in the US.
river.sand
post Feb 7 2017, 04:58 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(Pink Spider @ Feb 7 2017, 03:58 PM)
Chuc ban nam moi vui ve wub.gif

Ban co tipsy cho toi? blush.gif
*
xin loi, minh khong co tipsy blush.gif

This post has been edited by river.sand: Feb 7 2017, 08:37 PM
river.sand
post Feb 8 2017, 10:36 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(holybo @ Feb 8 2017, 09:21 PM)
we wait for uncle gark's tipsy leh.. CPO up so much but palm oil stocks doesn't react much 1? :confused:
*
Sales = price x volume

Price is up, but how about volume?
river.sand
post Feb 8 2017, 10:38 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(holybo @ Feb 7 2017, 09:09 PM)
em khong tipsy, anh co khong?  biggrin.gif
*
You sure you're younger than Pinky?
river.sand
post Feb 10 2017, 02:43 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(Avangelice @ Feb 10 2017, 10:59 AM)
managed to scrounge up another 3k from my treatments.

I'm now confused. should I top up on tenaga or do I buy another stock? trying my best not to apply unit trust investment method into stock.

I'm looking into buying into Taan
*
Ideally, you should...
1. Diversify
2. But not over-diversify
3. Invest in a sector you understand

river.sand
post Feb 13 2017, 10:29 AM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(gark @ Feb 11 2017, 07:39 PM)
Find pink spider for all your investment needs.
*
Master gark,
I am repeating the question I asked 2 years ago...

When are you going to retire early, and start your own investment firm?

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

river.sand
post Feb 14 2017, 10:29 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(Vanguard 2015 @ Feb 14 2017, 05:50 PM)
I am hoping for the best by diversifying my portfolio. Hopefully the pre-election rally will continue. Eh, what am I saying? This is supposed to be long term investment.  smile.gif
*
Do you buy stocks like you do unit trust?

In unit trust we do asset allocation. But when it comes to stocks, aside from diversification, we also try to buy at 'right price'.
river.sand
post Feb 20 2017, 02:37 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(Pink Spider @ Feb 20 2017, 10:03 AM)
I'm actually thinking of Karex...been stagnant lately
*
Last time I sold Padini after several quarters if so-so results.
But it went back to life after that...
river.sand
post Feb 21 2017, 10:12 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(gark @ Feb 21 2017, 01:51 PM)
Magni tech?  tongue.gif
*
Bought this stock a few months ago. But in another forum, people said this company manipulate its accounts.
Ayam scared, so sold it off already sweat.gif made quite a bit money though...
river.sand
post Feb 23 2017, 10:28 AM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(gark @ Feb 22 2017, 10:17 PM)
HKD is pegged to USD.. so the strength is the same.

My armada is near breakeven.. dunno to sell off or wait for gain.. hmm
*
I thought you eye 10-baggers blink.gif
Become short term trader liao?
river.sand
post Feb 23 2017, 03:24 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(ic no 851025071234 @ Feb 23 2017, 03:14 PM)
Flat earning u mean eps or profit? Cos the revenue and profit seem to increasing every year. Or U have a benchmark how much % need to grow before consider?
*
Benchmark of Peter Lynch:
% growth + DY > PE
river.sand
post Feb 23 2017, 03:27 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(lynetnonyma @ Feb 23 2017, 03:14 PM)
You're the boss here, not me...

Since lowya did not know what stock he's talking about, tried to guess for him... tired now... wait till he confirm...
*
Lowya wants to buy first before he discloses the stock.
When the rest follow this will push up the price, and he takes profit.
Or so he hopes...

river.sand
post Feb 23 2017, 09:40 PM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(gark @ Feb 23 2017, 06:28 PM)
Inari QR announce record profit..  rclxms.gif  rclxms.gif  rclxms.gif
*
INARI

Quarterly revenue and gross profit actually drop. But its 'other operating income' - mainly comes from forex gain - increases by more than 10 times, and is equivalent to 59% of the amount of gross profit.
On top of that, admin expenses also increases by 20%.

Not exactly great hmm.gif




river.sand
post Feb 24 2017, 10:40 AM

Look at all my stars!!
*******
Senior Member
3,806 posts

Joined: Feb 2012
QUOTE(lowya @ Feb 24 2017, 10:24 AM)
please share what do you mean by % growth? are we talking about ROE in %?

what is the reason behind this formula?
*
Not my formula. Peter Lynch's one.
To him, growth refers to EPS.

But I think we can apply this concept to other numbers, say EBITDA per share...

5 Pages < 1 2 3 4 > » Top
Topic ClosedOptions
 

Change to:
| Lo-Fi Version
0.1391sec    0.28    7 queries    GZIP Disabled
Time is now: 29th November 2025 - 12:04 PM