Since so many people interested in power... no one look at YTLP ah?

Even since they has their MY power license expiry, the risk of this counter has reduced dramatically. And now the price already reflects actual earnings without the MY power contribution.

Assets
Wessex Water - Earning GBP, govt mandated monopoly
Seraya Power - selling power in SGD, based on supply/demand
Java Power - stake in coal fired java plant supplying to PLN on long term contract, will build another plant in java tengah. ID is expected to need 35,000 GW capacity expansion in future.
Jordan Power - possible divestment to china group
YES - 4G provider in Malaysia
PG Power - contract expired, plant not running, no earning since 2Q2016. Under nego with TNB on land rental expiry and short term contract. Plant is still in good condition, can be sold off.

Pro : New power plant in Java (new project, more income), Divestment of Jordan power (cash in), Wessex water consistent contributor. Good dividend >6%. Cash rich (10 billion cash) for future projects. Possible winner for singapore water desalination plant tender (leverage Power seraya excess heat FOC).

Cons : Competitive power pricing in SG, YES is still losing money, PG plant not running

This post has been edited by gark: Mar 6 2017, 01:59 PM

Hahaha totally forgot about it.. you bought?

Sell when CPO price going downhill.....

Not that difficult to monitor..

I just got time to see the cepat group.. 100% plantation in Sabah.. golden location for CPO.

But got quite a number of old trees ... not so productive.

PE not too bad.

Sekian...

This post has been edited by gark: Mar 6 2017, 06:45 PM

Forget all the courses and academies, waste of money.

Read up more investment books and practice trading on paper, best way to hone your skills.

Haha you expert mah.. newbie let them start slowly lar...

Nowadays youngsters easy to give up.. one time hantam in market lost a few K and then give up investing forever.. seen many cases like this, from friends and family.

Even until now, my neice says REIT is a scam, just because she lost some money buying high and panic sell and lost money.. even i try to explain, dont want to listen. She rather put the money in a RHB private fund (through FSM).. . Well educated yo, master in engineering from aussie.

Each time I talk about stock, uncle and aunties all give me the funny look... one even ask me go buy properties, dont waste money 'gambling' in stock market...over and over

Even my parents is skeptical... dun want to invest in a single sen.. say stock market cheat people one.

This post has been edited by gark: Mar 7 2017, 10:54 AM

FP.. apa cerita?

PE 30X yor..

But got chance to up like penta..maybe..

This post has been edited by gark: Mar 7 2017, 11:06 AM

Yes, why you so smart one.

So, try not to kaboom young investors ok? Guide them like your boss guide you..

You need to paper invest until you kaboom your imaginary capital.. then only will learn mah.

For me when pick stocks, FA first..MUST pass my criteria, then only look at TA for ENTRY and EXIT only...

New FA Criteria, for 2017 investing.. lets see the results.

dividend growth strategy (replace old cigar butt, value investing strategy)

1. Stock must make more money next year
2. Stock must pay more dividend next year
3. Stock must have higher net margin next year
4. Stock must have PE < 20
5. Stock must have dividend >2%

TA - entry at support / breakout
TA - exit at breakdown / ceiling
2Q no improvement in results .. sell.

No need so complicated....lots of rules etc, keep it simple only.

This post has been edited by gark: Mar 7 2017, 11:55 AM

Edit a bit already, forgot 1 criteria...

That requires macro economics research and looking at the trend ... can come from multiple sources.

You need to check info/news their production, commodity price, market feedback, plant expansion, analyst report, rumors, forex rate.. and mostly common sense. Investing is more ART then SCIENCE..

Not one source is ultimate, but take it all together into a matrix and you have a pretty good picture. 1 counter can take me up to a week to decide.

Sure you cannot predict 100%, who can? But at least you can make an educated bet.

If bet wrong, get out BEFORE it gets ugly and try other counter lo...


This post has been edited by gark: Mar 7 2017, 12:22 PM

Previous quarter.

Anyway you like it. can be Q to Q or annually..

No right and wrong method.

Haha yes, Armada almost breakeven for me.

Skpet already in the money..

Unload or not unload?, otherwise 3rd time miss the train liao..

This post has been edited by gark: Mar 7 2017, 05:45 PM

I also never use this ratio one...

Accountants like to use it a lot.. makes them like champion when presenting accounts. Use all kind of jargon...

LOL you have to decide you want to be divvy investor, long term investor, short term trader or chase whatever that is hot.....

Gotta stick to one/two style otherwise your portfolio like rojak...

Now all stock going up is ok, happy happy bounce bounce.. everyone thinks they are super investor

Later during stock market fall.. got nowhere to hide. Everyone cry here and there..

So Better sharpen your skills now.. while you can and prepare for the worst.

just a friendly advice..

Like what Buffett says..



This post has been edited by gark: Mar 7 2017, 07:37 PM

Call warrant.

If dont know the calculation better dont play. Can lose 100% one...

Lol.. i thought u got few stocks only.

I usually keep less than 12 per market..

Not the type of stocks you play if you are new to stock investing.

No different compared to genting.