Dunno orr.. have not step in SG bookshop...yet.

If u go, then look see look see ok?

I never follow those recom one lah..

Most of time they say buy, the stock already up to the gills and ready to drop..

If they say hold, sometimes stock time to rebound..

If they put sell (which they ALMOST never, since they will lose access to the company) .. the stock probably gonna bankrupt soon..

And cease coverage.. means they (the sharks) give up liao..

I ignore TP and the buy/sell recom all together never look also. I also ignore all those 2-3 year forward projection macam they got crystal ball like that..

I read the backstory, current narrative, the future expansion/outlook etc.. only. The most also check PE and DY.. also.

This post has been edited by gark: Apr 11 2017, 01:50 PM

That book is suitable for LONG term counters and apek style investing only ha.. since the info they give already 6 months old..

But at least give you backstory of the stock.. and if it interest you, do more current/updated research

Here is some sample page (2014-2015)... see if the info useful for you or not?







This post has been edited by gark: Apr 11 2017, 01:48 PM

Got free lunch de... see if you can find it.

He write stock article.. for forgot which chinese newspaper.... you can follow his yearly seminar..

He hard core value investor de.. and he hold his stocks in years..

His stock picks have large followings..

This post has been edited by gark: Apr 11 2017, 02:14 PM

Nothing wrong with apek style.. many people follow apek style can be successful..

I sometimes invest like apek also..

You can buy digital version as well.. at www.dynaquest.com.my .. but i like the actual book.. and its very heavy..2-3 kg

or you can read for free.. just sit down at mph/popular....and flip flip <-- save money

This post has been edited by gark: Apr 11 2017, 02:27 PM

I prefer CBIP over SOP...

reason,..

If based solely at CPO price, SOP will move more more if CPO up or down... while CBIP will be mostly stable as they have very little plantation

Another thing i don't like sarawak based plantation..

The way you punt the stocks and play goreng.. if you are a real fund manager, already goreng sotong.

Real fund managers are a timid lot.. they mostly just want to beat KLCI by a little bit and not lose their pants..on wrong investment. So end up all crowd into big big stocks. ... as long as end of month ada paycheck come out..

This post has been edited by gark: Apr 11 2017, 08:05 PM

Call warrant danger lo.... because cbip price never move much 1..

Any counter not sure next year profits will be more than this year is a no go...

Mytown is a failed mall.. so many complaints on parking and people stuck for hours due to power failure and poor traffic diversion.

Wah u want to be like the oku girl ah.. against traffic.

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,...

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

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

Yes exactly..I already based on 4Q forward, PE 27x-28x.. you still consider as fundi counter?

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

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

Apa you want invest.. without checking the account ah?

ACCA phailed..

NTA RM 14 you mean..

It got me interested too.. but...

Wonder how many people misread that..

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

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..

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.



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

Bah.. you just naming counters randomly kah? PE is not everything..

One look already can see the PE is inflated... on 4QR, got extra income of 6.2 million on 'fair value increase' on investment property... ie. artificial profit.

After minus that out actual profit is only ~2.4 mil.. flattish profit less growth and the PE will be 'revised' to 23x..

Again not my cup of tea..

I really suggest you read further into the accounts rather than read the PE outright.. you fall into less trap..

This post has been edited by gark: Apr 12 2017, 02:25 PM

Next time must charge already.. 1 starbucks flat white grande per stock review..

Real profit will come from cold hard cash your customers pay you after you pay your supplier, staff, upkeep and maintenance.

All 'fair value increase' in investment property do is increase your NTA, it does not pay you any cash, unless of course unless you sell it. But if you sell it, you get less income since it is an investment property.

You are obviously just skimming the QR report, read more indepth la..

4Q report - Page 1 under other income,
4Q report - Notes, under B1 : Review of performance, last sentence.

This post has been edited by gark: Apr 12 2017, 02:35 PM