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 Investors Club V9, Previously known as Traders Kopitiam

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SUSPink Spider
post Apr 12 2017, 11:01 AM

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QUOTE(gark @ Apr 12 2017, 10:50 AM)
Wah u want to be like the oku girl ah.. against traffic.
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Terambik meth ph34r.gif devil.gif drool.gif brows.gif tongue.gif
SUSlowya
post Apr 12 2017, 11:46 AM

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Check it out!

GFM 0039

now only 0.675

This post has been edited by lowya: Apr 12 2017, 11:48 AM
SUSPink Spider
post Apr 12 2017, 11:49 AM

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QUOTE(lowya @ Apr 12 2017, 11:46 AM)
Check it out!

GFM 0039

now only 0.675
*
Ada apa spesel bos?
tehoice
post Apr 12 2017, 11:54 AM

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QUOTE(lowya @ Apr 12 2017, 10:37 AM)
which valuation model you adopt? you know future earning can only guesstimate.
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i only use a regional comparable approach
SUSlowya
post Apr 12 2017, 11:55 AM

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QUOTE(Pink Spider @ Apr 12 2017, 11:49 AM)
Ada apa spesel bos?
*
just confluence of potential fundi invest + trading + goreng
SUSlowya
post Apr 12 2017, 11:56 AM

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QUOTE(tehoice @ Apr 12 2017, 11:54 AM)
i only use a regional comparable approach
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you mean Comparable Company Analysis - CCA ?
SUSPink Spider
post Apr 12 2017, 11:57 AM

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QUOTE(lowya @ Apr 12 2017, 11:55 AM)
just confluence of potential fundi invest + trading + goreng
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New listing ke? No comparative financial results wan?
SUSlowya
post Apr 12 2017, 12:09 PM

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QUOTE(Pink Spider @ Apr 12 2017, 11:57 AM)
New listing ke? No comparative financial results wan?
*
can refer bursa: http://www.bursamalaysia.com/market/listed...cements/5389745

ok let me spoon feed this time, GFM (0039):

1. all time high net profit and eps

2. dividend policy 40%

3. NTA RM6.93 or RM14 so high?!

4. wait for contra losers unload, can keep till 0.9.

5. chart

Attached Image

what do u guys think? gark tehoice Pink Spider Vanguard 2015

DISCLAIMER: NOT a recommendation to buy.

This post has been edited by lowya: Apr 12 2017, 12:56 PM
SUSic no 851025071234
post Apr 12 2017, 12:20 PM

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QUOTE

GEORGE TOWN: A 74-year-old Datuk Seri and his 47-year-old Datuk son were brought to court here at 10.50am Wednesday for a remand application.

The duo, who run a property development company, were allegedly involved in the sale of land without going through the correct procedure causing heavy losses to a local foundation's subsidiary.

The father and son were arrested at the offices of the Penang MACC and Putrajaya MACC respectively at 7pm Tuesday.

According to MACC, their arrest was linked to the March 29 arrest of a 70-year-old Datuk was remanded pending investigation into alleged abuse of power while he was the head of a foundation here.

Read more at http://www.thestar.com.my/news/nation/2017...Xuo8JHAmjUTX.99


Which counter is this?
gark
post Apr 12 2017, 01:06 PM

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QUOTE(lowya @ Apr 12 2017, 12:09 PM)
ok let me spoon feed this time, GFM (0039):

*
You need to do more indepth research lar... otherwise misleading.

GFM is a RTO from AsiaEP, so it is essentially a new company, past results is irrelevant.

NTA is 14 SEN.. not RM based on diluted shares

QUOTE
(i) 1,000 existing GFM Shares pursuant to the incorporation of GFM Services;

(ii) 400,000,010 new GFM Shares pursuant to the Proposed Acquisition of Global Facilities Management Sdn Bhd and Proposed Acquisition of Global Solutions Sdn Bhd;

(iii) 17,601,932 new GFM Shares pursuant to the Proposed Share Exchange; and

(iv) 10,500,000 new GFM Shares pursuant to the Proposed Private Placement.


EPS is 0.59 sen based on diluted shares.

So at current price you are looking at PE 27X, PBV 4.71, even if they pay 40% dividend the expected DY will be 1.43% only

Sorry not my cup of tea,... yawn.gif

P/S : I did all that research in less than 10 minutes.. so no excuse for not doing due diligence. tongue.gif

This post has been edited by gark: Apr 12 2017, 01:12 PM
SUSlowya
post Apr 12 2017, 01:21 PM

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QUOTE(gark @ Apr 12 2017, 01:06 PM)
EPS is 0.59 sen based on diluted shares.

So at current price you are looking at PE 27X, PBV 4.71, even if they pay 40% dividend the expected DY will be  1.43% only
your 0.59c is 1Q only, if consider forward next 3Q all same performance then EPS=4*0.59c=2.36c, hence PE=28 at current price 66.5c

gark
post Apr 12 2017, 01:26 PM

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QUOTE(lowya @ Apr 12 2017, 01:21 PM)
your 0.59c is 1Q only, if consider forward next 3Q all same performance then EPS=4*0.59c=2.36c, hence PE=28 at current price 66.5c
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Yes exactly..I already based on 4Q forward, PE 27x-28x.. you still consider as fundi counter? hmm.gif

For goreng no comment la.. if goreng can up to PE 200x can consider normal.. brows.gif

This post has been edited by gark: Apr 12 2017, 01:29 PM
SUSPink Spider
post Apr 12 2017, 01:26 PM

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QUOTE(gark @ Apr 12 2017, 01:06 PM)
You need to do more indepth research lar... otherwise misleading.

GFM is a RTO from AsiaEP, so it is essentially a new company, past results is irrelevant.

NTA is 14 SEN.. not RM based on diluted shares
EPS is 0.59 sen based on diluted shares.

So at current price you are looking at PE 27X, PBV 4.71, even if they pay 40% dividend the expected DY will be  1.43% only

Sorry not my cup of tea,...  yawn.gif

P/S : I did all that research in less than 10 minutes.. so no excuse for not doing due diligence.  tongue.gif
*
Unker, u just saved me from a trip to Amsterdam shocking.gif

Lei hou geng ar~ wub.gif

This post has been edited by Pink Spider: Apr 12 2017, 01:26 PM
gark
post Apr 12 2017, 01:27 PM

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QUOTE(Pink Spider @ Apr 12 2017, 01:26 PM)
Unker, u just saved me from a trip to Amsterdam shocking.gif

Lei hou geng ar~ wub.gif
*
Apa you want invest.. without checking the account ah?

ACCA phailed.. tongue.gif
SUSPink Spider
post Apr 12 2017, 01:28 PM

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QUOTE(gark @ Apr 12 2017, 01:27 PM)
Apa you want invest.. without checking the account ah?

ACCA phailed..  tongue.gif
*
I saw NTA 14 sen and almost wetted my panties blush.gif
gark
post Apr 12 2017, 01:30 PM

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QUOTE(Pink Spider @ Apr 12 2017, 01:28 PM)
I saw NTA 14 sen and almost wetted my panties blush.gif
*
NTA RM 14 you mean.. devil.gif

It got me interested too.. but... innocent.gif

Wonder how many people misread that.. devil.gif

This post has been edited by gark: Apr 12 2017, 01:33 PM
SUSlowya
post Apr 12 2017, 01:39 PM

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QUOTE(gark @ Apr 12 2017, 01:26 PM)
Yes exactly..I already based on 4Q forward, PE 27x-28x.. you still consider as fundi counter?  hmm.gif

For goreng no comment la.. if goreng can up to PE 200x can consider normal..  brows.gif
*
20-30 PE quite common in trading/technology sector in ace market.

let's say given same Technology Ace Market, Krono PE 13, would you deem it better?
SUSlowya
post Apr 12 2017, 01:47 PM

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QUOTE(Pink Spider @ Apr 12 2017, 01:28 PM)
I saw NTA 14 sen and almost wetted my panties blush.gif
*
i thought Pink Spider wear brief instead of bra and panties.
gark
post Apr 12 2017, 02:01 PM

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QUOTE(lowya @ Apr 12 2017, 01:39 PM)
20-30 PE quite common in trading/technology sector in ace market.

let's say given same Technology Ace Market, Krono PE 13, would you deem it better?
*
You can never see the PE only.. have to consider other things. Basically the profit growth ...

Krono i see the profit is too lumpy..need more convincing tongue.gif

Basically still not my cup of tea..

On tech I have scicom... look at the PE and DY compared to performance it is getting. Used to have inari which gave me a few bagger.. innocent.gif

Other tech stocks i like is KESM and MPI.. all selling at reasonable price compared to the stellar performance.

Also GFM is not a tech company.. it is a facilities management company.. a service company. Pretty low tech according to their service description. But can get consistent income lar... growth will depend if they can get more buildings to manage. Basically if your toilet bowl at office rosak, you call them if they are managing the building. laugh.gif

QUOTE
The deployment by GFM of competent and qualified technical personnel at clients’ site with tools, equipment and materials, to undertake the tasks of operating and maintaining engineering systems related to building services e.g. Heating Ventilation Air-Conditioning (HVAC) Systems, Electrical Distribution, Building Control Systems (BCS), Fire Detection & Fighting Systems, Water Reticulation Systems, Plumbing & Sewerage Systems, Back up Power/Generators, etc.


This post has been edited by gark: Apr 12 2017, 02:12 PM
SUSlowya
post Apr 12 2017, 02:10 PM

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QUOTE(gark @ Apr 12 2017, 02:01 PM)
You can never see the PE only.. have to consider other things. Basically the profit growth ...

Krono i see the profit is too lumpy..need more convincing  tongue.gif

Basically still not my cup of tea..

Also GFM is not a tech company.. it is a facilities management company.. a service company. Pretty low tech according to their service description. But can get consistent income lar... growth will depend if they can get more buildings to manage.
*
ok should compare in Trad/Serv sector, Ace Market say Texcycl 0089 PE 12 only, would you reckon it's better choice than GFM? (much better profit growth)

This post has been edited by lowya: Apr 12 2017, 02:18 PM

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