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 Investors Club V9, Previously known as Traders Kopitiam

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river.sand
post Mar 26 2017, 01:32 PM

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QUOTE(lowya @ Mar 26 2017, 10:18 AM)
gark given same industry, could this simply pick the lowest PE for best value? assuming their QR looks ok.
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I guess logistic firms with courier arm have better potential.

We have always been importing from China. Just that vast majority of the goods are sold in physical shops. With Jack Ma setting up logistic hub in Malaysia, online shopping may become more common.

river.sand
post Mar 28 2017, 09:57 PM

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QUOTE(dontlosecapital @ Mar 28 2017, 02:40 PM)

which share company is related to
PAN BORNEO HIGHWAY  ?
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HSL, CMSB come to mind...
river.sand
post Mar 29 2017, 08:40 PM

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QUOTE(djhenry91 @ Mar 29 2017, 04:47 PM)
u want join this kind of group ar..very scary wan wor..unless someone here create a group for whatsapp we can talk more and long term counter related wor..
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Another proposal to create a Whatsapp group chat shakehead.gif

What can we do in Whatsapp that we can't do here?
Somebody has already brought up the issue of privacy.
And don't forget, all Whatsapp messages are stored in the phone, not in the cloud. This takes up your phone storage space. Migration to new phone is also a hassle.
river.sand
post Mar 30 2017, 12:45 PM

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QUOTE(gark @ Mar 30 2017, 10:55 AM)
Bonus issue is to trick ikan bilis only... but it seems malaysian loves it.

Yes, you get more shares, but the pie gets bigger, and everything else diluted.  You end up getting the same thing.
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The common belief is that stock price will go up post-bonus issue. So traders, whether or not they understand the mechanism, would jump on this opportunity. This creates a self-fulfilling prophecy

Just like everybody believes if you got IPO shares, you sure make money.
river.sand
post Mar 30 2017, 09:28 PM

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QUOTE(Vanguard 2015 @ Mar 30 2017, 06:20 PM)
Come, come, Uncle Vanguard share with you.  console.gif

Kenanga's 2Q Top Picks

1.  HL Bank
2.  IOIPG
3.  Notion
4.  PIE
5.  SCGM
6.  SLP
7.  SK Petro
8.  Sunsuria
9.  Tenaga
10. TM
11. TopGlov

Optional Picks

1.  MPI
2.  Parkson
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When did Kenanga come up with the list? If it's January things could have changed.
I also got SCGM. Price went up so much of late.
river.sand
post Mar 31 2017, 09:44 PM

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QUOTE(Pink Spider @ Mar 31 2017, 04:46 PM)
Tony lust.gif
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As you had guessed, Tony is setting up a new LCC in Vietnam.
But AirAsia will only own 30% shares, meaning it doesn't have controlling stake. There is a bit of risk...
river.sand
post Apr 2 2017, 07:03 PM

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QUOTE(duplicated @ Apr 2 2017, 11:27 AM)
Hi, I am new here. My question is what's the difference between this thread and the "STOCK MARKET DISCUSSION V150, Huat for 2016?" thread?

Because both are under the "stock exchange" subforum.
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Different bosses.

river.sand
post Apr 3 2017, 02:08 PM

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QUOTE(prozfromhell @ Apr 2 2017, 07:29 AM)
Any Kor Kor know if there are any banks which can accept application of shares trading account and CDS Account through online?

Instead of visiting their branches? I wonder if PBB or MBB accept online application?
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Opened Hong Leong eBroking account long time ago. I remember I mailed the form and didn't visit the branch.

Snail mail, that is...
river.sand
post Apr 4 2017, 07:13 PM

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QUOTE(Vanguard 2015 @ Apr 4 2017, 03:02 PM)
This is the data sifu.  icon_question.gif

Security Code:  5283WA
Security Name:  EWINT-WA
Type:  Company Warrants
Listing Date:  03 Apr 2017
Maturity Date:  02 Apr 2022
Issue Size in Unit:  960,000,000
Exercise Price:  1.4500
Conversion Ratio:  1 Warrant : 1 New EWINT Share
Settlement Type:  Cash
Underlying Stock: 
EWINT

Price Premium (%):  45.28
Gearing Ratio:  3.22

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QUOTE(gark @ Apr 4 2017, 03:07 PM)
Wah... 45%premium...

Stock price now 1.27, Wa price is 0.41, Conversion is 1.45

Total breakeven price = 1.45+0.41 = 1.86

Time to expiry = 5 years

CAGR on EWINT required to breakeven = 7.93%

So IF  the mother can grow at least 7.93% each year and reach RM 1.86 then you can breakeven, and if more than that you will earn.

Key is ~8% annual growth.. can or not?  tongue.gif
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Noob on call warrant.
Anyone care to give a crash course icon_question.gif
river.sand
post Apr 7 2017, 10:28 AM

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QUOTE(Pink Spider @ Apr 7 2017, 10:01 AM)
I masuk a small position only... sad.gif

My luck...my "small" entries like Hong Leong Industries, Karex and Tiong Nam, all make fast and big money. But "big" entries like Tenaga and Matrix took forever to take off doh.gif

Hope Unker Tony reverses my bad luck with "big" entry...
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Me too like that.
Bought SCGM at 2.97. One batch only, not able to top up. Now ~4.00 sad.gif

But that also means we 'yao ngan kong' tongue.gif
river.sand
post Apr 7 2017, 02:45 PM

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QUOTE(Pink Spider @ Apr 7 2017, 02:20 PM)
At least not so vulnerable to changes in regulations (read - sin taxes) sleep.gif

As long as Cititel Hotel still ada ayam cantik people still love shopping, MV won't die bruce.gif
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Imagine it's 1980s. Replace MV with Sungei Wang.
river.sand
post Apr 7 2017, 02:50 PM

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QUOTE(Ramjade @ Apr 7 2017, 02:34 PM)
If one thinks value is too high, but it's a good cash making machine, why sell? Better to hold it right and get cash rather than sell and get one time gain? There's no guarantee you can buy again at that old price.

It doesn't make sense.
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I would say HOLD, not BUY.
But if its valuation is too high, e.g. PE 50 and the odds of price going down is high, then SELL.
river.sand
post Apr 7 2017, 03:01 PM

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QUOTE(Ramjade @ Apr 7 2017, 02:58 PM)
Ya la. If can find replacement.  tongue.gif If S-reits overvalue and MY undervalue, you switch it back?  hmm.gif
Wah PE 50. Haven't see that kind of counter yet  biggrin.gif  tongue.gif
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GDEX
river.sand
post Apr 8 2017, 09:59 PM

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QUOTE(contestgeek @ Apr 8 2017, 09:28 PM)
Anyone here have an opinion of Parkson or any position? I bought some yesterday at RM0.64. Seems to have a very favourable path to doubling or tripling in price as long as it can get back to black. I calculated my margin of safety at 52% so I said why not. My first buy since reading The Intelligent Investor. Lots of favourable behind the scenes at Parkson, The MY entity has increased its stake in SG and HK. Simple SOP calculation shows it is undervalued by 33% when looking at SG and HK share price.
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How you calculate SOP? Mind sharing smile.gif

river.sand
post Apr 10 2017, 09:28 AM

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QUOTE(Vanguard 2015 @ Apr 10 2017, 09:12 AM)
Stock Watch

1.  Willow
2.  Elsoft
3.  Hevea
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Willow i got. Price increased a lot of late, even though latest quarterly results not that great.
river.sand
post Apr 10 2017, 08:42 PM

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QUOTE(Vanguard 2015 @ Apr 10 2017, 08:00 PM)
Willow kena Bursa query for share price spike today...
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I bought Willow last September @0.64. Now up more than 100%.
But ayam not happy sweat.gif
I prefer slow and steady type like SCICOM wink.gif
river.sand
post Apr 10 2017, 10:05 PM

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QUOTE(Vanguard 2015 @ Apr 10 2017, 09:01 PM)
Congrats. To keep or sell? 😃
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Keep for now.
river.sand
post Apr 12 2017, 12:12 AM

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QUOTE(dontlosecapital @ Apr 11 2017, 02:09 PM)
i wonder why he so famous one ?
most of my friend, also ask me to read his book, follow his blog...
and learn from him @_@"
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Cold Eyes is famous because :
1. not many famous investors write in Chinese.
2. Malaysian investors want to know what stocks he owns.

Actually there is no point copying his portfolio. He might have bought certain stock at PE 8, but now it's PE 20.
river.sand
post Apr 13 2017, 09:53 AM

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QUOTE(Pink Spider @ Apr 13 2017, 09:49 AM)
HEIM reduced profits whistling.gif
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Your ban Viet gotta work harder biggrin.gif
river.sand
post Apr 13 2017, 09:47 PM

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QUOTE(tehoice @ Apr 13 2017, 02:09 PM)
if you invest in a mid term to long term stock, do you need to do daily monitoring?
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I didn't monitor when I travelled overseas.

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