QUOTE(tehoice @ Mar 7 2017, 05:28 PM)
Apa tu cash ratio Investors Club V9, Previously known as Traders Kopitiam
Investors Club V9, Previously known as Traders Kopitiam
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Mar 7 2017, 05:52 PM
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#541
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Mar 7 2017, 06:06 PM
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#542
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Mar 8 2017, 12:37 AM
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#543
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Mar 8 2017, 12:38 AM
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#544
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After change thread name...theme pun lain. Bagus!
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Mar 8 2017, 09:27 AM
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#545
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Mar 8 2017, 10:06 AM
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#546
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Mar 8 2017, 10:21 AM
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#547
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Mar 8 2017, 10:34 AM
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#548
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QUOTE(Vanguard 2015 @ Mar 8 2017, 10:28 AM) I have been topping up Taan. I will continue to do so if it continues to fall. The fundamentals are strong. Even if this stock goes bankrupt, my overall portfolio will still survive. Mau like that meh?Take a look at UMCCA too. But beware, this stock isn't very liquid, not much trading every day. |
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Mar 8 2017, 11:00 AM
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#549
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Mar 8 2017, 11:07 AM
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#550
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QUOTE(Vanguard 2015 @ Mar 8 2017, 11:03 AM) Boss, I think I highlighted UMCCA before in this thread. They have branched out to buying plantation land in Indonesia now. Planting young trees. But it may take 1-2 years before we can see the gain. UMCCA is highly recommended by Kenanga and Absolutely Stocks. Potential gain is 11.79%. Fundamentals are strong. But PE ratio 21.47. U cannot compare UMCCA and Ta Ann. Ta Ann used to be more of a log play than a palm oil play, whereas UMCCA used to be a pure palm oil play, now branching out into something else (cocoa, coffee, coconut etc) with their newly acquired landbank.Given a choice, I will buy Batu Kawan with a PE ratio of 12.5 but it has not much potential gain for now. Batu Kawan is much more diversified. It has chemical manufacturing, transportation, property investment, and plantations businesses. Your analogy of eating laksa and curry mee, etc. all in one stall. I think I will cap my exposure to Taan to 20% of my total portfolio. P/S: Of course PE ratio is not everything but what do I know rite? Pure palm oil play typical PE is about 20 times. |
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Mar 8 2017, 11:23 AM
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#551
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Mar 8 2017, 11:28 AM
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#552
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QUOTE(Vanguard 2015 @ Mar 8 2017, 11:27 AM) Haiz, actually you have a good point. Usually ANALyst TPs are for 12-months period.For e.g. the current price of UMMCA is RM5.840. Kenanga has set a target price of RM7.110. But is the TP for 1 year or 2 years? In my simple mind, I always assume we are looking at a 12 months period. But, some may take eternity |
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Mar 8 2017, 11:29 AM
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#553
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Mar 8 2017, 11:31 AM
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#554
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Mar 8 2017, 02:50 PM
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#555
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Mar 8 2017, 03:06 PM
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#556
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Mar 8 2017, 05:48 PM
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#557
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I'm a jerk...I'm a jerk...
Sakitnya buntut sesetengah orang tu |
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Mar 8 2017, 07:24 PM
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#558
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Mar 8 2017, 07:30 PM
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#559
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QUOTE(foofoosasa @ Mar 8 2017, 07:28 PM) Pinky Gor, have think of adding new counter like banking counter? Maybank dah rally from its low lo...I read news seems all analyst not really optimistic for bank counters. hmm.... Hong Leong Bank results look nice... I think banks have seen the worst... Worth looking into IMHO |
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Mar 8 2017, 08:44 PM
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#560
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