Investors Club V9, Previously known as Traders Kopitiam
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 Nov 13 2015, 09:50 PM, updated 9y ago
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#1
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All Stars
48,416 posts Joined: Sep 2014 From: REality 
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Nov 13 2015, 11:36 PM
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#2
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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abg boon got see LCTH? Mintak tolong can?
From the latest Q notes, PBT increased by 2.7mil QoQ largely due to improved profit and forex. Looking at section B10, forex gain increased by 3mil QoQ. Other items in B10 remained the same for both qtrs. But comparing QoQ income statement: 1. Lower revenue in latest Q but same gross profit (margin improved from 18% to 22%) 2. Other Income remains the same 3. Selling and Admin Expenses reduced by 2.4mil I'm not sure where the forex gain is reflected in income statement. I would think that it should be under Other Income, but now it seems like it is reflected under Selling and Admin Expenses which doesn't make sense? This post has been edited by cooldownguy86: Nov 13 2015, 11:39 PM |
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Nov 13 2015, 11:44 PM
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#3
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 13 2015, 11:36 PM) abg boon got see LCTH? Mintak tolong can? Dude, I don't understand this one either.From the latest Q notes, PBT increased by 2.7mil QoQ largely due to improved profit and forex. Looking at section B10, forex gain increased by 3mil QoQ. Other items in B10 remained the same for both qtrs. But comparing QoQ income statement: 1. Lower revenue in latest Q but same gross profit (margin improved from 18% to 22%) 2. Other Income remains the same 3. Selling and Admin Expenses reduced by 2.4mil I'm not sure where the forex gain is reflected in income statement. I would think that it should be under Other Income, but now it seems like it is reflected under Selling and Admin Expenses which doesn't make sense?  Me no belajar accounts before. Things I don't understand, I pass one.   |
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Nov 14 2015, 01:10 AM
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#4
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Senior Member
1,087 posts Joined: Apr 2013
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i really don't understand top glove current price
PE is damn high, even if you take in this quarter earnings and times 4, the estimated PE is still very high. chart breaks resistance and its heads north, but how far it can go? castle in the sky ideology is damn hard to understand on the other hand, supermax is lagging way behind |
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Nov 14 2015, 06:07 AM
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#5
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Senior Member
2,081 posts Joined: Mar 2012
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QUOTE(cooldownguy86 @ Nov 13 2015, 11:36 PM) abg boon got see LCTH? Mintak tolong can? You cannot compare like this.From the latest Q notes, PBT increased by 2.7mil QoQ largely due to improved profit and forex. Looking at section B10, forex gain increased by 3mil QoQ. Other items in B10 remained the same for both qtrs. But comparing QoQ income statement: 1. Lower revenue in latest Q but same gross profit (margin improved from 18% to 22%) 2. Other Income remains the same 3. Selling and Admin Expenses reduced by 2.4mil I'm not sure where the forex gain is reflected in income statement. I would think that it should be under Other Income, but now it seems like it is reflected under Selling and Admin Expenses which doesn't make sense? You just just seeing one line item on the income statement. What do you mean other income remain the same. Don't assume relatively flat means everything inside is the same. 2. PBT 2.7m. Forex 3m. Means operationally its a bad quarter for them if you exclude that forex part. |
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Nov 14 2015, 06:14 AM
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#6
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(spring onion @ Nov 14 2015, 01:10 AM) i really don't understand top glove current price Cannot multiply by 4.PE is damn high, even if you take in this quarter earnings and times 4, the estimated PE is still very high. chart breaks resistance and its heads north, but how far it can go? castle in the sky ideology is damn hard to understand on the other hand, supermax is lagging way behind Because when you do this, you assume flat earnings for the rest of the fiscal year and you have discounted the current growth. |
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Nov 14 2015, 01:29 PM
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#7
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Senior Member
820 posts Joined: Mar 2014 
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Nowadays investing courses for fundamentals, technicals or hybrid of both getting more n more expensive.
The price one needs to pay to become educated or enlightened = hmmmm. |
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Nov 15 2015, 01:09 AM
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#8
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Senior Member
858 posts Joined: Nov 2011
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support~ ^.
any recommended IPO budget around RM2k |
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Nov 15 2015, 01:09 AM
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#9
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Senior Member
858 posts Joined: Nov 2011
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support~ ^.
any recommended IPO budget around RM2k |
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Nov 15 2015, 06:59 PM
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#10
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Senior Member
3,782 posts Joined: Aug 2010 From: subang jaya
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QUOTE(TC-Titan @ Nov 14 2015, 01:29 PM) Nowadays investing courses for fundamentals, technicals or hybrid of both getting more n more expensive. Or you can just pick up books, there are a lot of good books being sold.The price one needs to pay to become educated or enlightened = hmmmm. |
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 Nov 15 2015, 07:24 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(infernoaswen @ Nov 15 2015, 06:59 PM) Or you can just pick up books, there are a lot of good books being sold. I am doing that already. But it helps to attend courses from time to time to reinforce what u have read. Sometimes even when u read something, it won't really sink in as you can't really visualize how to apply it or what circumstances in KLSE that theory/practical part may apply. It's only thru first hand experience or through a speaker who elaborates his/her experience then the "ooohhhh" factor comes in.I just attend those free preview courses from different speakers and companies to hear how they trade/invest, their criteria, theoretical and practical concepts etc. Can always learn something from each course.  The free workshop one I attended recently was on a value growth workshop organised by MIP - Millionaire Investor Program. Their full course is about 6.3k.  |
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Nov 15 2015, 08:14 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Nov 15 2015, 07:24 PM) I am doing that already. But it helps to attend courses from time to time to reinforce what u have read. Sometimes even when u read something, it won't really sink in as you can't really visualize how to apply it or what circumstances in KLSE that theory/practical part may apply. It's only thru first hand experience or through a speaker who elaborates his/her experience then the "ooohhhh" factor comes in. Those "trainers"...they make a living selling their "techniques" I just attend those free preview courses from different speakers and companies to hear how they trade/invest, their criteria, theoretical and practical concepts etc. Can always learn something from each course. The free workshop one I attended recently was on a value growth workshop organised by MIP - Millionaire Investor Program. Their full course is about 6.3k.  If really workable, they'd have borrowed Ah Long, pawned their homes, maxed out their credit lines, and put their so-called "techniques" to good use and retired by now.  Save your time and money lar... |
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Nov 15 2015, 08:52 PM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(Pink Spider @ Nov 15 2015, 08:14 PM) Those "trainers"...they make a living selling their "techniques" If really workable, they'd have borrowed Ah Long, pawned their homes, maxed out their credit lines, and put their so-called "techniques" to good use and retired by now. Save your time and money lar...  wise men thoughts ..... anyway ur profile picture sibeh gao lat ....  |
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Nov 15 2015, 10:00 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(kueyteowlou @ Nov 15 2015, 08:52 PM) wise men thoughts ..... anyway ur profile picture sibeh gao lat .... |
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Nov 15 2015, 11:54 PM
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Senior Member
1,550 posts Joined: Feb 2013
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QUOTE(eligible @ Nov 15 2015, 01:09 AM) support~ ^. sure x dapat punya cause too little any recommended IPO budget around RM2k priorities usually given to selected high network individuals. |
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Nov 16 2015, 09:22 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(ShinG3e @ Nov 15 2015, 11:54 PM) sure x dapat punya cause too little thats why the balloting thingy are for us. priorities usually given to selected high network individuals. |
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Nov 16 2015, 10:22 AM
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Senior Member
1,550 posts Joined: Feb 2013
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QUOTE(tehoice @ Nov 16 2015, 09:22 AM) thats why the balloting thingy are for us. they will layan kah small amount for balloting? like RM2k worth of unit? |
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Nov 16 2015, 10:23 AM
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Senior Member
1,654 posts Joined: Nov 2011
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Hi, i am very new in stock market, which, i haven't really started but i am quite interested in it ... my question is how people normally starts? Which material to learn on?
I am looking for a virtual machine like OSKIC event, is there's any virtual machine out there can let me try before going in the real market? |
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Nov 16 2015, 11:09 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(ShinG3e @ Nov 16 2015, 10:22 AM) they will layan kah small amount for balloting? like RM2k worth of unit? take a look at the ktc consolidated balloting table which will be released by this evening, likely will be posted by wil-i-am. the balloting process will be break down to category and each category will be people getting it.it's just a matter of luck. i got allotted 500 shares when i applied 1000 shares last year. my investment is less than RM1k. and i still get it. no such thing as they will layan or not. you need to have a min of 1k shareholders. if all layan big shot only they wont comply. |
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Nov 16 2015, 11:26 AM
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Senior Member
1,550 posts Joined: Feb 2013
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QUOTE(tehoice @ Nov 16 2015, 11:09 AM) take a look at the ktc consolidated balloting table which will be released by this evening, likely will be posted by wil-i-am. the balloting process will be break down to category and each category will be people getting it. i see. it's just a matter of luck. i got allotted 500 shares when i applied 1000 shares last year. my investment is less than RM1k. and i still get it. no such thing as they will layan or not. you need to have a min of 1k shareholders. if all layan big shot only they wont comply. chance still exist then. hoping for the best result today. |
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Nov 16 2015, 12:50 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(lazybump_nonsense @ Nov 16 2015, 10:23 AM) Hi, i am very new in stock market, which, i haven't really started but i am quite interested in it ... my question is how people normally starts? Which material to learn on? Can try using TradeHero app. Can do dummy trading on most markets. I am looking for a virtual machine like OSKIC event, is there's any virtual machine out there can let me try before going in the real market? For materials to read can check out FAQ section and other post by the gurus here. Go get proper books to read. |
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Nov 16 2015, 02:16 PM
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Senior Member
10,001 posts Joined: May 2013
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QUOTE(ShinG3e @ Nov 16 2015, 10:22 AM) they will layan kah small amount for balloting? like RM2k worth of unit? Follow tis thread for further infohttps://forum.lowyat.net/topic/3490833/+440 QUOTE(tehoice @ Nov 16 2015, 11:09 AM) take a look at the ktc consolidated balloting table which will be released by this evening, likely will be posted by wil-i-am. the balloting process will be break down to category and each category will be people getting it. Bro, did u apply tis IPO?it's just a matter of luck. i got allotted 500 shares when i applied 1000 shares last year. my investment is less than RM1k. and i still get it. no such thing as they will layan or not. you need to have a min of 1k shareholders. if all layan big shot only they wont comply. |
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Nov 16 2015, 02:17 PM
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Senior Member
3,482 posts Joined: Sep 2007
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QUOTE(TC-Titan @ Nov 15 2015, 07:24 PM) I am doing that already. But it helps to attend courses from time to time to reinforce what u have read. Sometimes even when u read something, it won't really sink in as you can't really visualize how to apply it or what circumstances in KLSE that theory/practical part may apply. It's only thru first hand experience or through a speaker who elaborates his/her experience then the "ooohhhh" factor comes in. 6.3k can buy a library full with investment books I just attend those free preview courses from different speakers and companies to hear how they trade/invest, their criteria, theoretical and practical concepts etc. Can always learn something from each course. The free workshop one I attended recently was on a value growth workshop organised by MIP - Millionaire Investor Program. Their full course is about 6.3k. . |
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Nov 16 2015, 05:28 PM
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Senior Member
1,654 posts Joined: Nov 2011
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QUOTE(TC-Titan @ Nov 16 2015, 12:50 PM) Can try using TradeHero app. Can do dummy trading on most markets. thanks ! i just downloaded the apps, hehe will try it ! took me awhile for finding this type of machine.For materials to read can check out FAQ section and other post by the gurus here. Go get proper books to read. |
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Nov 16 2015, 05:46 PM
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Senior Member
858 posts Joined: Nov 2011
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QUOTE(tehoice @ Nov 16 2015, 11:09 AM) take a look at the ktc consolidated balloting table which will be released by this evening, likely will be posted by wil-i-am. the balloting process will be break down to category and each category will be people getting it. it's just a matter of luck. i got allotted 500 shares when i applied 1000 shares last year. my investment is less than RM1k. and i still get it. no such thing as they will layan or not. you need to have a min of 1k shareholders. if all layan big shot only they wont comply. QUOTE(ShinG3e @ Nov 16 2015, 11:26 AM) i see. Thanks for the feedback!! That would definitely get !myself excited to start small! chance still exist then. hoping for the best result today.  |
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Nov 16 2015, 11:31 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(wil-i-am @ Nov 16 2015, 02:16 PM) Follow tis thread for further info yup, i applied, but me small potato la.... no a thread to you guys. haha...https://forum.lowyat.net/topic/3490833/+440 Bro, did u apply tis IPO? |
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Nov 16 2015, 11:32 PM
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#27
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Senior Member
10,001 posts Joined: May 2013
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QUOTE(tehoice @ Nov 16 2015, 11:31 PM) yup, i applied, but me small potato la.... no a thread to you guys. haha... Did yo application successful? |
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Nov 16 2015, 11:37 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(wil-i-am @ Nov 16 2015, 11:32 PM) Did yo application successful? lol. i check tomorrow. very tired liao. gd n8 |
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Nov 17 2015, 12:14 AM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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First Res latest Q sales worse than I expected. I expected 42mil profit but actual only 33mil. Revised my estimation:
FY15 profit estimate = 3Q Profit + (Q4 estimated sales * CPO increase - Q4 estimated Cost) * 1.4 = 30 + 30 + 33 + (100*1.2 - 70) = 143m i.e. EPS USD 9.4ents or SGD 13.2cents. Assuming PE11, fair value is SGD $1.45 FY16 profit estimate = (FY15 estimated sales * CPO increase - FY15 Estimated Cost) * Growth = (400 * 1.2 - 280) * 1.05 = 200m i.e. EPS SGD 18.4cents. Assuming PE11, fair value is SGD $2.00 (CPO at 2.4k) = (400 * 1.1 - 280) * 1.05 = 168m i.e. EPS SGD 15.4cents. Assuming PE11, fair value is SGD $1.70 (CPO at 2.2k) This post has been edited by cooldownguy86: Nov 17 2015, 12:23 AM |
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Nov 17 2015, 09:27 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Patience in TAANN rewarded
 Dividend and super results This post has been edited by Pink Spider: Nov 17 2015, 09:31 AM |
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Nov 17 2015, 09:54 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Nov 17 2015, 09:27 AM) Patience in TAANN rewarded Wah u sold KLCC for tekanbesi. Sounds good. Bought berapa lori hahaDividend and super results |
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Nov 17 2015, 09:56 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Nov 17 2015, 09:54 AM) Wah u sold KLCC for tekanbesi. Sounds good. Bought berapa lori haha though upside potential is great, there is risk of short-term downside. only bought a small tranche, wait for Q3 results (potential forex losses due to huge USD borrowings) and see how the market reacts. |
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Nov 17 2015, 12:27 PM
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#33
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Junior Member
23 posts Joined: Mar 2015
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LTKM BHD good for long term?
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Nov 17 2015, 12:52 PM
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Junior Member
354 posts Joined: Aug 2014
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wow, power root got power today
Padini seems stable at around 1.6-1.7. Lately kchchong has commented on padini: http://klse.i3investor.com/blogs/kcchongnz/85800.jsp http://klse.i3investor.com/blogs/kcchongnz/85828.jsp http://klse.i3investor.com/blogs/kcchongnz/86127.jsp QUOTE The discount cash flow analysis basing on a growth rate of its FCF of 8% for the next 10 years and 3% subsequently estimated the intrinsic value of Padini to be RM2.70. There is a margin of safety of 39% at its market price of RM1.65. The reverse DCFA shows at RM1.65, the market is expecting its growth rate from now on for the rest of its economic life to be about 1%. One has to judge if this expected growth rate is realistic. This post has been edited by Le Don: Nov 17 2015, 12:57 PM |
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Nov 17 2015, 12:59 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Le Don @ Nov 17 2015, 12:52 PM) wow, power root got power today banyak Padini haters here...don't bother Padini seems stable at around 1.6-1.7. Lately kchchong has commented on padini: http://klse.i3investor.com/blogs/kcchongnz/85800.jsp http://klse.i3investor.com/blogs/kcchongnz/85828.jsp http://klse.i3investor.com/blogs/kcchongnz/86127.jsp PWROOT I also monitoring closely  This post has been edited by Pink Spider: Nov 17 2015, 01:00 PM |
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Nov 17 2015, 01:23 PM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(Pink Spider @ Nov 17 2015, 12:59 PM) banyak Padini haters here...don't bother Congrats on your taannPWROOT I also monitoring closely I am looking at Pohuat, Flbhd and Sushi now. Thinking of diversifying to more export counters |
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Nov 17 2015, 03:38 PM
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Senior Member
1,938 posts Joined: Nov 2009 From: Bolehland
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Fuyoh new version. Huat a~
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Nov 17 2015, 06:58 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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abg boon your hevea no look back liao. 1.60 reli lai liao
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Nov 17 2015, 07:53 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Nov 17 2015, 09:27 AM) Patience in TAANN rewarded Your TAANN gap up like a boss. If can sustain above 4.30 should be interesting.Dividend and super results |
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Nov 17 2015, 08:04 PM
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Senior Member
820 posts Joined: Mar 2014
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Wah lau. What's cooking with Kobay? How come can kena goreng until no limit
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Nov 17 2015, 10:34 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(TC-Titan @ Nov 17 2015, 07:53 PM) Your TAANN gap up like a boss. If can sustain above 4.30 should be interesting. Timber sales -21% but PBT can still +42% coz price +29% in RM terms mak oii. I dunno how to play this one political link and not sure if timber price can sustain. If can then RM6 will mari. Can't find any updated source of local timber price on the internet either.This post has been edited by cooldownguy86: Nov 17 2015, 10:36 PM |
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Nov 17 2015, 11:02 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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hevea vs flbhd latest Q
net margin - 15% vs 23% forex - 1.5mil (7%) loss vs 4mil (34%) gain annualised latest EPS - 18.5 vs 37.4 potential upside - 36% vs 53% apa macam abg boon? but of coz hevea got at least 10% institution ownership plus mr. koon and coldeye also own it This post has been edited by cooldownguy86: Nov 18 2015, 12:36 AM |
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Nov 18 2015, 08:36 AM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(cooldownguy86 @ Nov 17 2015, 11:02 PM) hevea vs flbhd latest Q too much of calculations will affect trading purpose. hahanet margin - 15% vs 23% forex - 1.5mil (7%) loss vs 4mil (34%) gain annualised latest EPS - 18.5 vs 37.4 potential upside - 36% vs 53% apa macam abg boon? but of coz hevea got at least 10% institution ownership plus mr. koon and coldeye also own it i think this thread is trading instead of investing. Trading is looking for sources , short term view and of course volumes indications. |
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Nov 18 2015, 08:41 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(kueyteowlou @ Nov 18 2015, 08:36 AM) too much of calculations will affect trading purpose. haha +100 i think this thread is trading instead of investing. Trading is looking for sources , short term view and of course volumes indications. |
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Nov 18 2015, 08:42 AM
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Senior Member
4,093 posts Joined: Jul 2011
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HHgroup was highly recommended by me when the time was around 40cents plus.
i bet on it just based on the unique sector which will lead the profit higher. |
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Nov 18 2015, 08:47 AM
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Senior Member
4,093 posts Joined: Jul 2011
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my betting in Hibiscus is wrong due to unexpected circumstances which is the major shareholder margin call.
but the company is still doing well |
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Nov 18 2015, 08:51 AM
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Senior Member
1,938 posts Joined: Nov 2009 From: Bolehland
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QUOTE(kueyteowlou @ Nov 18 2015, 08:47 AM) my betting in Hibiscus is wrong due to unexpected circumstances which is the major shareholder margin call. go go go but the company is still doing well  |
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Nov 18 2015, 08:55 AM
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Junior Member
671 posts Joined: Jun 2008 From: Malaysia our heavenly home 
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I dream last night all stocks in bursa goes up due to some good news for malaysia..almost 300% up for all share...
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Nov 18 2015, 09:05 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(shamsul_LP @ Nov 18 2015, 08:55 AM) I dream last night all stocks in bursa goes up due to some good news for malaysia..almost 300% up for all share... whats the good news? |
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Nov 18 2015, 09:07 AM
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Junior Member
671 posts Joined: Jun 2008 From: Malaysia our heavenly home
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QUOTE(tehoice @ Nov 18 2015, 09:05 AM) whats the good news? i cant remember. but for sure, im cannot login into my account that time. just like now..cant login into tradesmart what a coincindenceThis post has been edited by shamsul_LP: Nov 18 2015, 09:08 AM |
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Nov 18 2015, 09:15 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(kueyteowlou @ Nov 18 2015, 08:47 AM) my betting in Hibiscus is wrong due to unexpected circumstances which is the major shareholder margin call. Have u sold off your position previously when u entered around 68c or averaging down now? At 24.5c now still worth to bet?but the company is still doing well How did you gauge the company is still doing well now? I was thinking of doing swing trading with this stock earlier on. But I think the risk was too high. So ended up didn't buy. PS: I'm just asking for your view or opinion. No other intentions ya. Just discussing only. |
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Nov 18 2015, 09:17 AM
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Senior Member
1,061 posts Joined: Jan 2003
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QUOTE(shamsul_LP @ Nov 18 2015, 08:55 AM) I dream last night all stocks in bursa goes up due to some good news for malaysia..almost 300% up for all share... the important question is,did u look at the top gainer page? |
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Nov 18 2015, 09:18 AM
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Senior Member
820 posts Joined: Mar 2014
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Whoever bought taliwrks pre share split or even the warrants today must be super happy already haha. Nice stock!
Arank going up quite a fair bit d. Heck, most of the aluminium counters are up haha |
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Nov 18 2015, 09:26 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(kueyteowlou @ Nov 18 2015, 08:36 AM) too much of calculations will affect trading purpose. haha i think this thread is trading instead of investing. Trading is looking for sources , short term view and of course volumes indications. I am a full time trader but yet I do not share your views at all. thread for investing instead of investing? haven't you made a futile attempt to use fundamentals to justify your trading if Hibiscus? well are the use of fundamentals taboo in trading? (rather hypocrite, yes?) LOL! Ever read Livermore's book in detail? Trading is looking for sources? Well apparently it appears your perspective is rather shallow. Does sources limit itself to corporate moves/actions? Couldn't a trader trade based on which company is going make more bucks?  Are we so shallow in our mindset? Traders trade on short term view? Pleaseeeee........ I am sure you know that there are many type of traders la. Again are we so shallow minded?  This post has been edited by Boon3: Nov 18 2015, 09:26 AM |
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Nov 18 2015, 09:28 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 17 2015, 11:02 PM) hevea vs flbhd latest Q net margin - 15% vs 23% forex - 1.5mil (7%) loss vs 4mil (34%) gain annualised latest EPS - 18.5 vs 37.4 potential upside - 36% vs 53% apa macam abg boon? but of coz hevea got at least 10% institution ownership plus mr. koon and coldeye also own it FL doing rather nicely!  I guess hardwork is paying rather nicely for you! Cheers! p/s: do ignore those shallow comments.  |
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Nov 18 2015, 09:30 AM
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Junior Member
671 posts Joined: Jun 2008 From: Malaysia our heavenly home
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QUOTE(delon85 @ Nov 18 2015, 09:17 AM) the important question is, Yes.the top is luster..hibiscus also there did u look at the top gainer page?  |
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Nov 18 2015, 09:37 AM
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Senior Member
1,061 posts Joined: Jan 2003
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QUOTE(shamsul_LP @ Nov 18 2015, 09:30 AM) Yes.the top is luster..hibiscus also there |
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Nov 18 2015, 09:44 AM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(TC-Titan @ Nov 18 2015, 09:15 AM) Have u sold off your position previously when u entered around 68c or averaging down now? At 24.5c now still worth to bet? they bought over a oil rig called ana suria which stated in the announcement.How did you gauge the company is still doing well now? I was thinking of doing swing trading with this stock earlier on. But I think the risk was too high. So ended up didn't buy. PS: I'm just asking for your view or opinion. No other intentions ya. Just discussing only. there is a oil rig which is producing oil which generating some good amount of oils daily. i guess that is the bet. hibiscus just announced the Hydra deal which cost them 120m value, they dont pay them in cash but shares. 120m value of shares will cost them activate GO circumstances, current trading price at 23.5cents. 23.5cents x 980,806,454 = 230,489,516.69 CEO promised wont let GO happen , so based on your calculations. you can do your homework |
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Nov 18 2015, 09:46 AM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(Boon3 @ Nov 18 2015, 09:26 AM) I am a full time trader but yet I do not share your views at all. thread for investing instead of investing? haven't you made a futile attempt to use fundamentals to justify your trading if Hibiscus? well are the use of fundamentals taboo in trading? (rather hypocrite, yes?) LOL! Ever read Livermore's book in detail? Trading is looking for sources? Well apparently it appears your perspective is rather shallow. Does sources limit itself to corporate moves/actions? Couldn't a trader trade based on which company is going make more bucks? Are we so shallow in our mindset? Traders trade on short term view? Pleaseeeee........ I am sure you know that there are many type of traders la. Again are we so shallow minded? so you against my trading style also ah ? at first when we started of this thread, this is a trading thread right ? hehe i guess normal hantam is good to improve our trading skills.  waiting you to teach me more .. full time trader not easy |
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Nov 18 2015, 09:52 AM
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Senior Member
1,407 posts Joined: Jan 2003 From: /k
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QUOTE(kueyteowlou @ Nov 18 2015, 08:42 AM) HHgroup was highly recommended by me when the time was around 40cents plus. hhgroup.....took profit long time ago, but didnt expect it to still be so strongi bet on it just based on the unique sector which will lead the profit higher. sold too early |
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Nov 18 2015, 09:53 AM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(kevraul @ Nov 18 2015, 09:52 AM) hhgroup.....took profit long time ago, but didnt expect it to still be so strong long time ago i mentioned before with that kind of profit and unique sector... it is a good bet to bet on his from ace market to main board sold too early  |
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Nov 18 2015, 10:08 AM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Nov 18 2015, 09:28 AM) FL doing rather nicely! I guess hardwork is paying rather nicely for you! Cheers! p/s: do ignore those shallow comments. Ah pohuat like very lonely hehe I ok one. Everyone has own style and opinion just embrace the diversity This post has been edited by cooldownguy86: Nov 18 2015, 10:19 AM |
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Nov 18 2015, 10:09 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(kueyteowlou @ Nov 18 2015, 09:44 AM) they bought over a oil rig called ana suria which stated in the announcement. How come you don't mention the other main FUNDAMENTAL reason why the share is tanking?there is a oil rig which is producing oil which generating some good amount of oils daily. i guess that is the bet. hibiscus just announced the Hydra deal which cost them 120m value, they dont pay them in cash but shares. 120m value of shares will cost them activate GO circumstances, current trading price at 23.5cents. 23.5cents x 980,806,454 = 230,489,516.69 CEO promised wont let GO happen , so based on your calculations. you can do your homework Did not hear how 3D/Sea Lion oil announced no oil? Yup, spend millions and millions of money (isn't this the problem of SPACs?) to purchase a company only for them to say no oil? ( old news: Hibiscus buying 3D oil: http://www.thesundaily.my/news/1105417 ) LOL! The say timing is everything. I do agree especially in Hibiscus case. Yesterday announcement. 1. 66 milion shares were dumped on the 6/11 (claimed to be margin call forced selling!) 2. 3D Oil no oil story burst on 10/11. 3D oil plunged 30%++... Hibiscus plunged the next day.... Were those 66 million shares sold cos of insider knowledge instead of forced selling as claimed? 3. On the same day, 10/11, Hibiscus announces Hydra deal. LOL! Did someone from Hollywood wrote this script? |
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Nov 18 2015, 10:12 AM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(Boon3 @ Nov 18 2015, 10:09 AM) How come you don't mention the other main FUNDAMENTAL reason why the share is tanking? simple answer :Did not hear how 3D/Sea Lion oil announced no oil? Yup, spend millions and millions of money (isn't this the problem of SPACs?) to purchase a company only for them to say no oil? ( old news: Hibiscus buying 3D oil: http://www.thesundaily.my/news/1105417 ) LOL! The say timing is everything. I do agree especially in Hibiscus case. Yesterday announcement. 1. 66 milion shares were dumped on the 6/11 (claimed to be margin call forced selling!) 2. 3D Oil no oil story burst on 10/11. 3D oil plunged 30%++... Hibiscus plunged the next day.... Were those 66 million shares sold cos of insider knowledge instead of forced selling as claimed? 3. On the same day, 10/11, Hibiscus announces Hydra deal. LOL! Did someone from Hollywood wrote this script? » Click to show Spoiler - click again to hide... « |
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Nov 18 2015, 10:30 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 18 2015, 10:08 AM) See only but never buy :/ And yes, that's how the share market is and that's how we can profit from it.Ah pohuat like very lonely hehe I ok one. Everyone has own style and opinion just embrace the diversity There a lot of shares now profiting from our weak ringgit. Just pick your best one and stick to it.... Look.... seems like Hevea is picking up steam. This one, I know you have. |
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Nov 18 2015, 12:02 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Nov 18 2015, 10:30 AM) And yes, that's how the share market is and that's how we can profit from it. Haha There a lot of shares now profiting from our weak ringgit. Just pick your best one and stick to it.... Look.... seems like Hevea is picking up steam. This one, I know you have. but this year performance is just enough to cover ringgit depreciation only. Made many bad decisions in the 1h of the year :/ |
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Nov 18 2015, 12:33 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 18 2015, 12:02 PM) Haha Make less decisions. but this year performance is just enough to cover ringgit depreciation only. Made many bad decisions in the 1h of the year :/Less is more. |
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Nov 18 2015, 03:28 PM
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Junior Member
23 posts Joined: Mar 2015
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Nov 18 2015, 03:59 PM
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Senior Member
1,497 posts Joined: Dec 2005
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Boon3 full time trader, but that doesnt mean one have to trade everyday right? you still wait patiently until you see opportunity?
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Nov 18 2015, 04:04 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(beautifulct @ Nov 18 2015, 03:28 PM) Why don't you ask the source over there instead of posting here? |
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Nov 18 2015, 04:06 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(hehe86 @ Nov 18 2015, 03:59 PM) Boon3 full time trader, but that doesnt mean one have to trade everyday right? you still wait patiently until you see opportunity? Trading everyday....if you impose that on yourself..... what exactly are you doing? |
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Nov 18 2015, 08:23 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Nov 18 2015, 04:06 PM) Trading everyday.... Your tin man can return to 10% margin ah? Rm4+ leh if you impose that on yourself..... what exactly are you doing? |
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Nov 18 2015, 08:55 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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Tsh 71mil forex loss. Gg
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Nov 18 2015, 09:54 PM
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Junior Member
269 posts Joined: Mar 2011
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minho picking up steam too. highest it went before was 1.80
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Nov 18 2015, 09:56 PM
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Senior Member
1,497 posts Joined: Dec 2005
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QUOTE(Boon3 @ Nov 18 2015, 04:06 PM) Trading everyday.... Hehe, roger rogerif you impose that on yourself..... what exactly are you doing? |
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Nov 18 2015, 11:59 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Nov 18 2015, 10:30 AM) And yes, that's how the share market is and that's how we can profit from it. CIMB TP RM2 leh There a lot of shares now profiting from our weak ringgit. Just pick your best one and stick to it.... Look.... seems like Hevea is picking up steam. This one, I know you have. https://42.156.32.166/cgi-bin/getReport.py?...4d-9effb12415aa |
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Nov 19 2015, 12:40 AM
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Senior Member
1,087 posts Joined: Apr 2013
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hevea should have more positive outlook than flbhd
Why? hevea is growing real fast. but it will drop even faster during downturn and therefore, flbhd is a better choice considering it's pricing right now next player - evergreen? i see show only.... cause almost all of them are already too expensive to chase This post has been edited by spring onion: Nov 19 2015, 12:46 AM |
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Nov 19 2015, 08:56 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(hehe86 @ Nov 18 2015, 09:56 PM) Hehe, roger roger How does a hunter hunt?Does the hunter force themselves to hunt everday? And how long does the hunter prepare themselves for just one kill? When you have the mindset to trade everyday.. you are basically thinking that the market is nothing but an atm machine where you can withdraw money any day.... the calculations is simple... something like... all I need is 500 a day (how hard is it to make 500 a day?) so 5 days a week.... 5000 a week.... etc etc etc etc ..... full time trading babe..... so easy ah? |
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Nov 19 2015, 08:59 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 18 2015, 11:59 PM) I have to say that the numbers were good... they were really many positive points .... it's just ticking all the boxes..... * see this is what a stock like homer is lacking previously.... you got to have the brokerage houses covering/promoting the stock for it to fly.... |
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Nov 19 2015, 09:03 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(spring onion @ Nov 19 2015, 12:40 AM) hevea should have more positive outlook than flbhd for me, I think that it should be a family of three..... Why? hevea is growing real fast. but it will drop even faster during downturn and therefore, flbhd is a better choice considering it's pricing right now next player - evergreen? i see show only.... cause almost all of them are already too expensive to chase heveaboard... evergreen fibreboard... mieco chipboard... |
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Nov 19 2015, 09:38 AM
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Senior Member
1,407 posts Joined: Jan 2003 From: /k
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i am in for mieco
flew yesterday |
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Nov 19 2015, 11:22 AM
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Senior Member
1,497 posts Joined: Dec 2005
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QUOTE(Boon3 @ Nov 19 2015, 08:56 AM) How does a hunter hunt? Not easy lo. Let say you aim for 500 per day, you have to take into consideration the days you wait and once you enter that trade, how long you have to hold to cover those days....Does the hunter force themselves to hunt everday? And how long does the hunter prepare themselves for just one kill? When you have the mindset to trade everyday.. you are basically thinking that the market is nothing but an atm machine where you can withdraw money any day.... the calculations is simple... something like... all I need is 500 a day (how hard is it to make 500 a day?) so 5 days a week.... 5000 a week.... etc etc etc etc ..... full time trading babe..... so easy ah? |
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Nov 19 2015, 11:31 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(hehe86 @ Nov 19 2015, 11:22 AM) Not easy lo. Let say you aim for 500 per day, you have to take into consideration the days you wait and once you enter that trade, how long you have to hold to cover those days.... Exactly.You need a solid plan. |
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Nov 19 2015, 12:12 PM
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Senior Member
1,021 posts Joined: Jun 2012
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QUOTE(Boon3 @ Nov 19 2015, 11:31 AM) Exactly. Solid tip?You need a solid plan. |
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Nov 19 2015, 12:50 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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Market so optimistic forex loss 71mil only punish by - 3%
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Nov 20 2015, 09:58 AM
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Junior Member
189 posts Joined: Nov 2014
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Valuecrap already in action or not ? Why like no different one
I tot they announce second half of November |
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Nov 20 2015, 09:59 AM
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Junior Member
189 posts Joined: Nov 2014
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Double
This post has been edited by MohdPuskas: Nov 20 2015, 10:22 AM |
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Nov 20 2015, 02:52 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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Interesting myr surging
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Nov 20 2015, 03:17 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 20 2015, 02:52 PM) Interesting myr surging you betting on the strength of the dollar or the weakness of the ringgit? |
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Nov 20 2015, 03:44 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Nov 20 2015, 03:17 PM) you betting on the strength of the dollar or the weakness of the ringgit? |
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Nov 21 2015, 09:59 AM
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Senior Member
1,087 posts Joined: Apr 2013
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QUOTE(Boon3 @ Nov 19 2015, 09:03 AM) for me, I think that it should be a family of three..... so which one is better???heveaboard... evergreen fibreboard... mieco chipboard... 
This post has been edited by spring onion: Nov 21 2015, 10:00 AM |
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Nov 21 2015, 12:03 PM
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Senior Member
1,057 posts Joined: Oct 2011
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QUOTE(spring onion @ Nov 21 2015, 09:59 AM) so which one is better??? Based on the PE, assets and liabilities comparison, i will choose hevea
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Nov 21 2015, 12:44 PM
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Senior Member
1,087 posts Joined: Apr 2013
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QUOTE(kyle_kl @ Nov 21 2015, 12:03 PM) Based on the PE, assets and liabilities comparison, i will choose hevea is on paper hevea looks goodbut with so many professional trader and investor like otb, kyy, |
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Nov 21 2015, 01:03 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(spring onion @ Nov 21 2015, 12:44 PM) is on paper hevea looks good True story. They already made multiple baggers d. Once they unload their container load of shares then we small fries will be gg-ed @ habis dot com. but with so many professional trader and investor like otb, kyy, boon and wiki.... i will tend to stay away from these stock But then again... reverse psychology... Share price at 1 something seems cheap ya? I wonder if can fly up again to say RM3 or more in due time. What are the odds of USD rate falling to RM3.50 and below too. |
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Nov 21 2015, 05:23 PM
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Senior Member
1,057 posts Joined: Oct 2011
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QUOTE(spring onion @ Nov 21 2015, 12:44 PM) is on paper hevea looks good mind to share why?but with so many professional trader and investor like otb, kyy, |
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Nov 21 2015, 08:58 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(spring onion @ Nov 21 2015, 09:59 AM) so which one is better??? where u get the table?
numbers doesn't look correct. |
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Nov 22 2015, 10:52 AM
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Senior Member
724 posts Joined: Nov 2007 From: Jesselton, North Borneo
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Hi everyone.
Anyone from Sabah and Sarawak here? If Fred Tam is coming to Kota Kinabalu to teach his class, anyone would be interested? Price will be slightly cheaper and this is the true SIFU we're talking about! Do PM me, cheers! P.s: I'm not taking any commissions from him, just another Trader wanting to learn more from this Sifu and lazy to fly to KL...  This post has been edited by ae8za: Nov 23 2015, 05:04 AM |
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Nov 22 2015, 09:38 PM
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Junior Member
269 posts Joined: Mar 2011
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QUOTE(spring onion @ Nov 21 2015, 09:59 AM) so which one is better??? no minho?
on the other hand myr is strengtening... hints that the export play is coming to an end? |
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Nov 22 2015, 11:50 PM
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Senior Member
1,087 posts Joined: Apr 2013
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QUOTE(Boon3 @ Nov 21 2015, 08:58 PM) where u get the table? ya. i calculate myself based on market cap and shares outstanding... can correct? these 3 counter all got potential wor. the setback now is just MYR is getting a little strongernumbers doesn't look correct. QUOTE(Omega Z @ Nov 22 2015, 09:38 PM) no minho? minho? if no mistaken minho is timber, upstream segmenton the other hand myr is strengtening... hints that the export play is coming to an end? |
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Nov 23 2015, 12:06 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(spring onion @ Nov 22 2015, 11:50 PM) ya. i calculate myself based on market cap and shares outstanding... can correct? these 3 counter all got potential wor. the setback now is just MYR is getting a little stronger oh, I just realized your numbers are based on most recent quarterly numbers... anyway your comparison is just based on how the companies performed for the recent quarter... it's difficult to make a comparison based on those figures alone... you probably need to have a look at their track record too.... |
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Nov 23 2015, 09:16 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(spring onion @ Nov 22 2015, 11:50 PM) the setback now is just MYR is getting a little stronger Err...Current 1 month chart  1 year  5 year  myr getting a little stronger? err..... |
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Nov 23 2015, 09:33 AM
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Senior Member
1,057 posts Joined: Oct 2011
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QUOTE(Omega Z @ Nov 22 2015, 09:38 PM) no minho? You mean myr is recovering? i don't think so. on the other hand myr is strengtening... hints that the export play is coming to an end? If US raise interest coming Dec, i wonder myr will further depreciate? |
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Nov 23 2015, 12:21 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(ae8za @ Nov 22 2015, 10:52 AM) Hi everyone. Fred good meh ?Anyone from Sabah and Sarawak here? If Fred Tam is coming to Kota Kinabalu to teach his class, anyone would be interested? Price will be slightly cheaper and this is the true SIFU we're talking about! Do PM me, cheers! P.s: I'm not taking any commissions from him, just another Trader wanting to learn more from this Sifu and lazy to fly to KL... I think Uncle Google can teach you much more and much better. |
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Nov 23 2015, 03:25 PM
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Senior Member
2,677 posts Joined: Dec 2010
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QUOTE(ae8za @ Nov 22 2015, 10:52 AM) Hi everyone. Anyone from Sabah and Sarawak here? If Fred Tam is coming to Kota Kinabalu to teach his class, anyone would be interested? Price will be slightly cheaper and this is the true SIFU we're talking about! Do PM me, cheers! P.s: I'm not taking any commissions from him, just another Trader wanting to learn more from this Sifu and lazy to fly to KL... QUOTE(Boon3 @ Nov 23 2015, 12:21 PM) Fred good meh ? Fred don't teach you bagger la. I think Uncle Google can teach you much more and much better. Should learn from a multi bagger sifu. |
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Nov 23 2015, 03:52 PM
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Senior Member
3,482 posts Joined: Sep 2007
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May he is fred who knows
. |
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Nov 23 2015, 04:08 PM
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Senior Member
3,373 posts Joined: Nov 2008
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QUOTE(Boon3 @ Nov 23 2015, 12:21 PM) Fred good meh ? I took this to my heart when you told me this last time. I think Uncle Google can teach you much more and much better. |
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Nov 23 2015, 04:13 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(billy_overheat @ Nov 23 2015, 04:08 PM) I took this to my heart when you told me this last time. So you niw geng what. |
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Nov 23 2015, 04:20 PM
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All Stars
14,990 posts Joined: Jan 2003
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QUOTE(Boon3 @ Nov 23 2015, 09:16 AM) Err... We all know when RM will get stronger.. even Mahathir knows Current 1 month chart 1 year 5 year myr getting a little stronger? err..... |
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Nov 23 2015, 05:58 PM
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Senior Member
820 posts Joined: Mar 2014
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-delete-
This post has been edited by TC-Titan: Nov 23 2015, 06:02 PM |
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Nov 23 2015, 05:58 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Nov 17 2015, 09:56 AM) though upside potential is great, there is risk of short-term downside. only bought a small tranche, wait for Q3 results (potential forex losses due to huge USD borrowings) and see how the market reacts. Did you top-up tekan besi, when price was around 1.99? cooldownguy86 your TP might be reaching soon. Still interested to masuk? PS: No news or announcement. So for the price to be sold down means upcoming results might be bad. So must be a bit careful if wana top-up or enter. This post has been edited by TC-Titan: Nov 23 2015, 06:01 PM |
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Nov 23 2015, 06:08 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Nov 23 2015, 05:58 PM) Did you top-up tekan besi, when price was around 1.99? Waiting for announcement of results cooldownguy86 your TP might be reaching soon. Still interested to masuk? PS: No news or announcement. So for the price to be sold down means upcoming results might be bad. So must be a bit careful if wana top-up or enter.  |
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Nov 23 2015, 06:25 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Nov 23 2015, 06:08 PM) Waiting for announcement of results Saw this. I'm guessing the Market reacted to this.pmetal - theedge |
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Nov 23 2015, 06:38 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Nov 23 2015, 06:25 PM) Well, this is already expected.The capacity growth in PMETAL Closure of some Alcoa operations PMETAL will capture the void left Future is bright investing =/= trading And I never believe in getting the timing right 100%, if u can do it, u God already If u invest in quality companies, patience will pay off. My investment in Ta Ann is the best example. This post has been edited by Pink Spider: Nov 23 2015, 06:39 PM |
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Nov 23 2015, 06:39 PM
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Senior Member
724 posts Joined: Nov 2007 From: Jesselton, North Borneo
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QUOTE(Boon3 @ Nov 23 2015, 12:21 PM) Fred good meh ? Don't know, never learned from him. You did before? Would appreciate a quick review. I think Uncle Google can teach you much more and much better. Never traded stock market my whole life and only started May this year. Paid RM6k to a local Malay Sifu to teach me the basics of chart patterns and Japanese Candlestick and made 60% using a RM100k capital in exactly 2 months. Made 100% return in 5.5 months early November. Still continuing making profits, sometimes 5-7% a day. I see stock market as a portable ATM and any knowledge that can hone my skills would be appreciated. If Dan Zanger conducted more than one classes a year I would've gone to US already. |
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Nov 23 2015, 06:53 PM
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Senior Member
724 posts Joined: Nov 2007 From: Jesselton, North Borneo
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QUOTE(CP88 @ Nov 23 2015, 03:25 PM) Fred don't teach you bagger la. What's a bagger? Should learn from a multi bagger sifu. |
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Nov 23 2015, 06:58 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(ae8za @ Nov 23 2015, 06:39 PM) Don't know, never learned from him. You did before? Would appreciate a quick review. Never traded stock market my whole life and only started May this year. Paid RM6k to a local Malay Sifu to teach me the basics of chart patterns and Japanese Candlestick and made 60% using a RM100k capital in exactly 2 months. Made 100% return in 5.5 months early November. Still continuing making profits, sometimes 5-7% a day. I see stock market as a portable ATM and any knowledge that can hone my skills would be appreciated. If Dan Zanger conducted more than one classes a year I would've gone to US already. I seriously wonder. If you can claim the stock market is your ATM... some more you can boast your stellar records.... so then..... why bother with dear old Fred? Hahaha..... this is a good one. |
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Nov 23 2015, 07:00 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(ae8za @ Nov 23 2015, 06:39 PM) Don't know, never learned from him. You did before? Would appreciate a quick review. Why only RM100K capital? Never traded stock market my whole life and only started May this year. Paid RM6k to a local Malay Sifu to teach me the basics of chart patterns and Japanese Candlestick and made 60% using a RM100k capital in exactly 2 months. Made 100% return in 5.5 months early November. Still continuing making profits, sometimes 5-7% a day. I see stock market as a portable ATM and any knowledge that can hone my skills would be appreciated. If Dan Zanger conducted more than one classes a year I would've gone to US already. Go big or go home, why not mortgage your home, refinance your car, and go in with Rm1m? Then 60% would be a cool RM600K |
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Nov 23 2015, 07:19 PM
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Senior Member
724 posts Joined: Nov 2007 From: Jesselton, North Borneo
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QUOTE(Pink Spider @ Nov 23 2015, 07:00 PM) Why only RM100K capital? That sounded real stupid, only a gambler would doGo big or go home, why not mortgage your home, refinance your car, and go in with Rm1m? Then 60% would be a cool RM600K |
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Nov 23 2015, 07:23 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(ae8za @ Nov 23 2015, 07:19 PM) That sounded real stupid, only a gambler would do If u swore by your system, you are not gambling. You know what u are doing. You are doing TRADING.Businessmen borrow to finance business expansion. Why not you? This post has been edited by Pink Spider: Nov 23 2015, 07:23 PM |
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Nov 23 2015, 07:24 PM
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Senior Member
724 posts Joined: Nov 2007 From: Jesselton, North Borneo
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QUOTE(Boon3 @ Nov 23 2015, 06:58 PM) I seriously wonder. If you can claim the stock market is your ATM... some more you can boast your stellar records.... so then..... why bother with dear old Fred? Hahaha..... this is a good one. More knowledge equals, less risk taken and hopefully more profit gain. I'm not the type that can learn from Google like you, need someone to guide me. Unless you know something fishy about him but not sharing. Hehehe. |
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Nov 23 2015, 07:26 PM
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Senior Member
724 posts Joined: Nov 2007 From: Jesselton, North Borneo
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QUOTE(Pink Spider @ Nov 23 2015, 07:23 PM) If u swore by your system, you are not gambling. You know what u are doing. You are doing TRADING. 6 months experience only man.Businessmen borrow to finance business expansion. Why not you? If I'm that confident with my skills, I wouldn't be looking for another Mentor. |
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Nov 23 2015, 07:26 PM
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Senior Member
724 posts Joined: Nov 2007 From: Jesselton, North Borneo
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-Deleted-
This post has been edited by ae8za: Nov 23 2015, 07:26 PM |
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Nov 23 2015, 07:29 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(ae8za @ Nov 23 2015, 07:26 PM) 6 months experience only man. There u have it.If I'm that confident with my skills, I wouldn't be looking for another Mentor. In a short period of time, sometimes u can win big. But can your system win big in the long run, across all market cycles, boom and bust? Only time can tell. Then it's only fair that u retract your "I see stock market as a portable ATM" statement. That is a very dangerous mindset to have, to me, u are bordering on complacency |
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Nov 23 2015, 07:31 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Nov 23 2015, 07:29 PM) There u have it. Teach me your sure-win system sifu.. In a short period of time, sometimes u can win big. But can your system win big in the long run, across all market cycles, boom and bust? Only time can tell. Then it's only fair that u retract your "I see stock market as a portable ATM" statement. That is a very dangerous mindset to have, to me, u are bordering on complacency |
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Nov 23 2015, 07:38 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(TC-Titan @ Nov 23 2015, 05:58 PM) Did you top-up tekan besi, when price was around 1.99? Now hoping for 1.50!cooldownguy86 your TP might be reaching soon. Still interested to masuk? PS: No news or announcement. So for the price to be sold down means upcoming results might be bad. So must be a bit careful if wana top-up or enter. |
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Nov 23 2015, 07:39 PM
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Senior Member
724 posts Joined: Nov 2007 From: Jesselton, North Borneo
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QUOTE(Pink Spider @ Nov 23 2015, 07:29 PM) There u have it. Thanks!In a short period of time, sometimes u can win big. But can your system win big in the long run, across all market cycles, boom and bust? Only time can tell. Then it's only fair that u retract your "I see stock market as a portable ATM" statement. That is a very dangerous mindset to have, to me, u are bordering on complacency That criticism I can accept. Lost a bit during August but saw the bottom and managed to gain back in a short time. Haven't seen a real bear market yet in my 'young' trading days. |
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Nov 23 2015, 07:54 PM
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Senior Member
820 posts Joined: Mar 2014
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Century, jcy, uoad, uoar, tdm, perisai results looks good.
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Nov 23 2015, 08:00 PM
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All Stars
14,990 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Nov 23 2015, 06:38 PM) Well, this is already expected. Saw that too.. but all funds allocated The capacity growth in PMETAL Closure of some Alcoa operations PMETAL will capture the void left Future is bright investing =/= trading And I never believe in getting the timing right 100%, if u can do it, u God already If u invest in quality companies, patience will pay off. My investment in Ta Ann is the best example. still have an experiment ongoing for those who think the price of a good company can be too high |
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Nov 23 2015, 08:03 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(ae8za @ Nov 23 2015, 07:24 PM) Because I want to learn more la. Seriously... More knowledge equals, less risk taken and hopefully more profit gain. I'm not the type that can learn from Google like you, need someone to guide me. Unless you know something fishy about him but not sharing. Hehehe. based on your claims.... and based on the fact that you do read Zanger stuff... why bother with Fred? It's really no match. It's so confusing your statement. anyway.... too much knowledge... well.... in the world of stock trading.... one day you probably might feel that the more you know becomes less you know, and the more confused your brains.... and more so when the setup that was winning you tons of money.... suddenly does not seem to work on certain days...... oh by the way, you sound more to me that you are seeking a trading coach..... |
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Nov 23 2015, 08:09 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(gark @ Nov 23 2015, 07:31 PM) Teach me your sure-win system sifu.. u baru sifu! |
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Nov 23 2015, 09:11 PM
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All Stars
14,990 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Nov 23 2015, 08:09 PM) u baru sifu! Everyone is sifu if they can pick good companies... see that guy who picked UTDPLT out of nowhere.. PE 20x still not expensive |
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Nov 23 2015, 11:06 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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ah can reli can... watch show again
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Nov 24 2015, 09:30 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 23 2015, 11:06 PM) ah can reli can... watch show again at this rate you will grow very, very, very young .................... |
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Nov 24 2015, 09:50 AM
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Senior Member
3,482 posts Joined: Sep 2007
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- double post -
This post has been edited by foofoosasa: Nov 24 2015, 09:50 AM |
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Nov 24 2015, 09:50 AM
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Senior Member
3,482 posts Joined: Sep 2007
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Many sifu here
my Oil stocks still going no where .maybe i too optimistic liao for the reversal |
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Nov 24 2015, 09:53 AM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Nov 24 2015, 09:30 AM) at this rate you will grow very, very, very young .................... |
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Nov 24 2015, 09:54 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(foofoosasa @ Nov 24 2015, 09:50 AM) Many sifu here Hahaha.. welcome welcome.. to wait until 2018.. my Oil stocks still going no where .maybe i too optimistic liao for the reversal This post has been edited by gark: Nov 24 2015, 09:54 AM |
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Nov 24 2015, 09:56 AM
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Senior Member
3,482 posts Joined: Sep 2007
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QUOTE(gark @ Nov 24 2015, 09:54 AM) Hahaha.. welcome welcome.. to wait until 2018.. 3 years from now ada masuk lagi uncle? or takut sudah |
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Nov 24 2015, 09:57 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(foofoosasa @ Nov 24 2015, 09:56 AM) 3 years from now Sudah masuk manyak lori oh... at least now above breakeven already.. ada masuk lagi uncle? or takut sudah So just wait a few years loh.. This post has been edited by gark: Nov 24 2015, 09:58 AM |
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Nov 24 2015, 10:01 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 24 2015, 09:53 AM) Haha I'm not sure if this is sarcasm or not 1. You can't buy the whole market. (Not a good strategy too!) 2. If so, choose and concentraye the best.. Failure to do so.... 3. Just buy lory loads of kuaci. |
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Nov 24 2015, 10:03 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(foofoosasa @ Nov 24 2015, 09:56 AM) 3 years from now ada masuk lagi uncle? or takut sudah Mana pergi si sayang kfc trader tu? |
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Nov 24 2015, 10:11 AM
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Senior Member
3,482 posts Joined: Sep 2007
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QUOTE(gark @ Nov 24 2015, 09:57 AM) Sudah masuk manyak lori oh... at least now above breakeven already.. So just wait a few years loh..  i add more lagi today. my last bullet for this year. good luck O&G holder ...prepare to cry if oil drop to $20 per barrel QUOTE(Boon3 @ Nov 24 2015, 10:03 AM) Mana pergi si sayang kfc trader tu? |
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Nov 24 2015, 10:36 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(foofoosasa @ Nov 24 2015, 10:11 AM) i add more lagi today. my last bullet for this year. good luck O&G holder ...prepare to cry if oil drop to $20 per barrel recently no time to play kfc trade, lorry by lorry better Lorry by lorry? Are you that was your original plan? So if the whole sector is not likely to get better before 2018.... and it's still only 2015 now..... why in so fast? are we so kiasi that we need the 'so-called' low prices in order to make money? and oh yeah..... from 2015 or 2016...... till 2018...... eat what? err.... hunger strike till you can party big in 2018? and how much exactly do you intend to make from these stocks in 2018? 30% 50% 80% 100% 200% 300% 500% oh... if party postpone till 2019 or 2020.... can wait ah bang? |
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Nov 24 2015, 10:47 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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How can stock like this drop 50% in 1 year..
Now selling at TTM PE 14 .. Oh and its a consumer food product company .. 
Irrational market.. buying opportunity? This post has been edited by gark: Nov 24 2015, 10:51 AM |
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Nov 24 2015, 11:12 AM
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Junior Member
15 posts Joined: Oct 2007
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QUOTE(Boon3 @ Nov 24 2015, 10:36 AM) Lorry by lorry? Are you that was your original plan? So if the whole sector is not likely to get better before 2018.... and it's still only 2015 now..... why in so fast? are we so kiasi that we need the 'so-called' low prices in order to make money? and oh yeah..... from 2015 or 2016...... till 2018...... eat what? err.... hunger strike till you can party big in 2018? and how much exactly do you intend to make from these stocks in 2018? 30% 50% 80% 100% 200% 300% 500% oh... if party postpone till 2019 or 2020.... can wait ah bang? |
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Nov 24 2015, 11:29 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(epicfailguy @ Nov 24 2015, 11:12 AM) ur posting style is like someone who used to maintain a blog. Epic !!!! |
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Nov 24 2015, 11:41 AM
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Junior Member
15 posts Joined: Oct 2007
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QUOTE(Boon3 @ Nov 24 2015, 11:29 AM) Epic !!!! |
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Nov 24 2015, 11:53 AM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(gark @ Nov 24 2015, 10:47 AM) How can stock like this drop 50% in 1 year.. Laba buto.... Everytime i read their accounts I'll have a good laugh haha Now selling at TTM PE 14 .. Oh and its a consumer food product company ..
Irrational market.. buying opportunity? |
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Nov 24 2015, 11:58 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(epicfailguy @ Nov 24 2015, 11:41 AM) blog no more update? I lol cos your comments were epic... Sorry la but I write no blog. Wrong fella. |
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Nov 24 2015, 12:00 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Nov 24 2015, 10:01 AM) 1. You can't buy the whole market. (Not a good strategy too!) 2. If so, choose and concentraye the best.. Failure to do so.... 3. Just buy lory loads of kuaci. |
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Nov 24 2015, 12:05 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 24 2015, 12:00 PM) Haha word of wisdom! Learning to tahan when you see all damn ayam lari....Is a skill.... Ah can run... ah tin also lari...... |
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Nov 24 2015, 12:33 PM
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Senior Member
3,482 posts Joined: Sep 2007
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QUOTE(Boon3 @ Nov 24 2015, 10:36 AM) Lorry by lorry? Are you that was your original plan? So if the whole sector is not likely to get better before 2018.... and it's still only 2015 now..... why in so fast? are we so kiasi that we need the 'so-called' low prices in order to make money? and oh yeah..... from 2015 or 2016...... till 2018...... eat what? err.... hunger strike till you can party big in 2018? and how much exactly do you intend to make from these stocks in 2018? 30% 50% 80% 100% 200% 300% 500% oh... if party postpone till 2019 or 2020.... can wait ah bang? 2015-2018 eat somewhere else . make money can make somewhere else de I not aim big, 50% -100% only for 3 -5 years. guess pretty realistic expectation gua |
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Nov 24 2015, 12:35 PM
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Senior Member
3,482 posts Joined: Sep 2007
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QUOTE(gark @ Nov 24 2015, 10:47 AM) How can stock like this drop 50% in 1 year.. when I see the graph dominated in Rupiah Now selling at TTM PE 14 .. Oh and its a consumer food product company ..
Irrational market.. buying opportunity? SKIP!!!!!!!!!!!!! belilah buatan malaysia (KLSE) |
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Nov 24 2015, 12:37 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(foofoosasa @ Nov 24 2015, 12:33 PM) 2015-2018 eat somewhere else . make money can make somewhere else de I not aim big, 50% -100% only for 3 -5 years. guess pretty realistic expectation gua |
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Nov 24 2015, 12:52 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(foofoosasa @ Nov 24 2015, 12:35 PM) when I see the graph dominated in Rupiah KLSE smal small market nia.. indon with its 300 million population got potential to be the next India/China .. SKIP!!!!!!!!!!!!! belilah buatan malaysia (KLSE) This post has been edited by gark: Nov 24 2015, 12:57 PM |
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Nov 24 2015, 12:55 PM
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Senior Member
3,482 posts Joined: Sep 2007
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QUOTE(gark @ Nov 24 2015, 12:52 PM) KLSE smal small market nia.. indon with its 300 million population got potential to be the next India/China .. mainly i dont have access to indo market bro. live in east malaysia.if living in west malaysia, use speed bot also can reach liao |
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Nov 24 2015, 12:58 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(foofoosasa @ Nov 24 2015, 12:55 PM) mainly i dont have access to indo market bro. live in east malaysia. East Malaysia.. even easier just walk across the border leh... if living in west malaysia, use speed bot also can reach liao Last time at Sarawak.. i just walk through the border, to opposite town no need passport one.. then walk back.. The indon on other side also do same... I think the place is called Pasar Serikin.. This post has been edited by gark: Nov 24 2015, 01:01 PM |
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Nov 24 2015, 01:18 PM
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All Stars
14,990 posts Joined: Jan 2003
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QUOTE(foofoosasa @ Nov 24 2015, 09:50 AM) Many sifu here Diversification is good my Oil stocks still going no where .maybe i too optimistic liao for the reversal This post has been edited by wodenus: Nov 24 2015, 01:19 PM |
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Nov 24 2015, 01:19 PM
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All Stars
14,990 posts Joined: Jan 2003
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QUOTE(gark @ Nov 24 2015, 12:52 PM) KLSE smal small market nia.. indon with its 300 million population got potential to be the next India/China .. But somehow they prefer to work here as maids? lol |
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Nov 24 2015, 01:21 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(wodenus @ Nov 24 2015, 01:19 PM) But somehow they prefer to work here as maids? lol Economy & purchasing power is still weak, but it is growing very rapidly now.Wont be surprised in next 5-10 years will have difficulty in getting maids from Indon.. |
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Nov 24 2015, 01:26 PM
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All Stars
14,990 posts Joined: Jan 2003
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QUOTE(gark @ Nov 24 2015, 01:21 PM) Economy & purchasing power is still weak, but it is growing very rapidly now. Actually 30 years ago.. all the maids were local, all the waiters/waitresses/cleaners all local Wont be surprised in next 5-10 years will have difficulty in getting maids from Indon.. 30 years later it's hard to find a Malaysian in these jobs |
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Nov 24 2015, 02:44 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(gark @ Nov 24 2015, 01:21 PM) Economy & purchasing power is still weak, but it is growing very rapidly now. get Viet maid lor Wont be surprised in next 5-10 years will have difficulty in getting maids from Indon.. |
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Nov 24 2015, 03:34 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Nov 24 2015, 02:44 PM) get Viet maid lor MCA say kenot... No Chinese or viet maid allowed.. scared made into mistress.. |
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Nov 24 2015, 03:49 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(gark @ Nov 24 2015, 03:34 PM) MCA say kenot... Buka restoran Viet, can employ Viet cook No Chinese or viet maid allowed.. scared made into mistress.. Ini confirm, I just went to a newly opened Viet restoran today |
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Nov 24 2015, 04:49 PM
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Senior Member
1,550 posts Joined: Feb 2013
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QUOTE(Pink Spider @ Nov 24 2015, 03:49 PM) Buka restoran Viet, can employ Viet cook Ini confirm, I just went to a newly opened Viet restoran today vietmoi do good housetaker. |
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Nov 24 2015, 05:01 PM
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Senior Member
16,872 posts Joined: Jun 2011
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What happened to SIGN? Anyone still holding?
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Nov 24 2015, 05:46 PM
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Junior Member
33 posts Joined: Apr 2011
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Nov 24 2015, 06:03 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(supervisor @ Nov 24 2015, 05:46 PM) company did good and was on my radar.ps: don't bother asking if can buy or not laaaa. Be realistic. |
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Nov 24 2015, 07:00 PM
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Senior Member
820 posts Joined: Mar 2014
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Anyone joining the 2016 Value Investing Summit that is held in SG?
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Nov 24 2015, 11:16 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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ah tin man gg. kesm macam boleh wor? RM9.60? hehe
sorry ah i reli very gatal one.This post has been edited by cooldownguy86: Nov 24 2015, 11:32 PM |
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Nov 25 2015, 09:12 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 24 2015, 11:16 PM) ah tin man gg. kesm macam boleh wor? RM9.60? hehe sorry ah i reli very gatal one.» Click to show Spoiler - click again to hide... « MYR strengthened yesterday a fair bit.... Do you agree and like why the ringgit strengthened? |
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Nov 25 2015, 09:13 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 24 2015, 11:16 PM) ah tin man gg. kesm macam boleh wor? RM9.60? hehe ... and ah tin man kena gg.... sorry ah i reli very gatal one. |
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Nov 25 2015, 09:44 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Nov 25 2015, 09:12 AM) » Click to show Spoiler - click again to hide... « MYR strengthened yesterday a fair bit.... Do you agree and like why the ringgit strengthened? Reasonable expectations by the market. |
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Nov 25 2015, 09:45 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Nov 24 2015, 06:03 PM) company did good and was on my radar. Lol.. this used to be a stagnant and undervalue stock.. got some last time. ps: don't bother asking if can buy or not laaaa. Be realistic. |
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Nov 25 2015, 10:09 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Nov 25 2015, 09:44 AM) MYR on uptrend now, since 1MDB sold off its EDRA assets.. so less risk of default. Yes, it has helped reduced a little the risk of default .....Reasonable expectations by the market. and yesterday, the reaction was as expected. But I would stick my neck out and say that it's only a knee jerk reaction only. Why and how the bonds were sold to the Chinese laugh die many.... many were actually crying.... cos the assets carried a book value of 18 billion.... but were sold (or was it lelong) at only 9++ billion.... buy 18 billion... sell 10 billion (round up la)... is that a good way to do business? leaving all those aside.... the financial markets values to the future.... so in the future.... how will the market be certain that no such deal will continue? is there any change in management? if there is none... are we certain such mega billion dollar fire sale deals won't happen again? (* mega sales good? *)in the long term...... would the ringgit strengthen? |
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Nov 25 2015, 10:15 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Nov 25 2015, 09:45 AM) Lol.. this used to be a stagnant and undervalue stock.. got some last time. Stagnant? |
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Nov 25 2015, 11:13 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Nov 25 2015, 10:15 AM) Stagnant? Used to be lah.. many many moons ago.. |
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Nov 25 2015, 11:15 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Nov 25 2015, 10:09 AM) Yes, it has helped reduced a little the risk of default ..... The purchase price comes with debt of 8 billion lah.. so the actual price paid is 9.3+8 = 17.3 billionand yesterday, the reaction was as expected. But I would stick my neck out and say that it's only a knee jerk reaction only. Why and how the bonds were sold to the Chinese laugh die many.... many were actually crying.... cos the assets carried a book value of 18 billion.... but were sold (or was it lelong) at only 9++ billion.... buy 18 billion... sell 10 billion (round up la)... is that a good way to do business? leaving all those aside.... the financial markets values to the future.... so in the future.... how will the market be certain that no such deal will continue? is there any change in management? if there is none... are we certain such mega billion dollar fire sale deals won't happen again? (* mega sales good? *)in the long term...... would the ringgit strengthen? Not a good price but not much loss .. |
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Nov 25 2015, 12:13 PM
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Senior Member
3,482 posts Joined: Sep 2007
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QUOTE(gark @ Nov 25 2015, 11:15 AM) The purchase price comes with debt of 8 billion lah.. so the actual price paid is 9.3+8 = 17.3 billion Sailang to oil stock !!! Not a good price but not much loss ..   |
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Nov 25 2015, 12:17 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(foofoosasa @ Nov 25 2015, 12:13 PM) Sailang to oil stock !!! Sailing and wait 3 years.......... |
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Nov 25 2015, 03:57 PM
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Senior Member
1,497 posts Joined: Dec 2005
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Question for a breakout scenario, let say you want to buy a stock if it breaks 1, would you buy once it breaks 1, which is 1.01/1.02 in any time or would you wait until near the market closing is above 1 then only you buy (around 4.45+)?
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Nov 25 2015, 04:14 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(hehe86 @ Nov 25 2015, 03:57 PM) Question for a breakout scenario, let say you want to buy a stock if it breaks 1, would you buy once it breaks 1, which is 1.01/1.02 in any time or would you wait until near the market closing is above 1 then only you buy (around 4.45+)? There's no straight forward answer....cos you have to factor in the breakout volume... and also the momentum of the breakout.... |
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Nov 25 2015, 04:16 PM
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All Stars
15,942 posts Joined: Jun 2008
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Look at SKPet.
It's range trading... What's the breakout point? Where will you buy? |
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Nov 25 2015, 04:27 PM
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Senior Member
1,497 posts Joined: Dec 2005
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QUOTE(Boon3 @ Nov 25 2015, 04:16 PM) Look at SKPet. Hmm, need to take into consideration of volume and momentum... then most likely if i miss it, then i will have to buy few tics higher already...It's range trading... What's the breakout point? Where will you buy? SKPet, need to see >400k units volume and above 2.25/2.26 lor |
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Nov 25 2015, 04:59 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(hehe86 @ Nov 25 2015, 04:27 PM) Hmm, need to take into consideration of volume and momentum... then most likely if i miss it, then i will have to buy few tics higher already... Nothing is ever precise.SKPet, need to see >400k units volume and above 2.25/2.26 lor Find out what is suits you most. |
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Nov 25 2015, 07:46 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(hehe86 @ Nov 25 2015, 04:27 PM) Hmm, need to take into consideration of volume and momentum... then most likely if i miss it, then i will have to buy few tics higher already... ..... and you do realize that there are traders who trades anticipating breakouts...SKPet, need to see >400k units volume and above 2.25/2.26 lor risk of course.... the break out doesn't happen/instead of a break out, the stock breakdowns.... .... and how did you get the 225/226? |
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Nov 25 2015, 08:00 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Boon3 @ Nov 25 2015, 07:46 PM) ..... and you do realize that there are traders who trades anticipating breakouts... Haha tell him to paper trade laaaaaaa. Ish risk of course.... the break out doesn't happen/instead of a break out, the stock breakdowns.... .... and how did you get the 225/226? |
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Nov 25 2015, 11:22 PM
Show posts by this member only | IPv6 | Post
#188
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Senior Member
1,407 posts Joined: Jan 2003 From: /k
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QUOTE(kueyteowlou @ Nov 18 2015, 08:42 AM) HHgroup was highly recommended by me when the time was around 40cents plus. Kueyteow bro, any takes on hhgroup? Already 25th and quarter report still not out. Any guess on its performance?i bet on it just based on the unique sector which will lead the profit higher. |
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Nov 26 2015, 12:09 AM
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Senior Member
1,497 posts Joined: Dec 2005
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QUOTE(Boon3 @ Nov 25 2015, 07:46 PM) ..... and you do realize that there are traders who trades anticipating breakouts... risk of course.... the break out doesn't happen/instead of a break out, the stock breakdowns.... .... and how did you get the 225/226? QUOTE(TC-Titan @ Nov 25 2015, 08:00 PM) Haha tell him to paper trade laaaaaaa. Ish Lol! Well IMHO, if want to anticipate, might as well enter at near the range low lo and watch out for oil prices. At least that's how i will minimize my risk IF i want to anticipate the breakout.... lol Yea lo paper trade saja la |
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Nov 26 2015, 09:56 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Nov 25 2015, 04:16 PM) Look at SKPet. 1.70 It's range trading... What's the breakout point? Where will you buy? Breakout came and gone already.. This post has been edited by gark: Nov 26 2015, 09:58 AM |
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Nov 26 2015, 10:00 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Nov 26 2015, 09:56 AM) 1.70 Breakout came and gone already.. Trading is not for you hor.... This one was a simple range trading where one could easily pocket 2 times money. |
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Nov 26 2015, 10:02 AM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Boon3 @ Nov 26 2015, 10:00 AM) Trading is not for you hor.... This one was a simple range trading where one could easily pocket 2 times money. Buy at<2.1 sell at 2.2 .. rinse and repeat.. |
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Nov 26 2015, 10:45 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(gark @ Nov 26 2015, 10:02 AM) Say lah want range trading.. (which i dont do btw) Buy at<2.1 sell at 2.2 .. rinse and repeat.. and bestest no need wait for 2018. |
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Nov 26 2015, 01:46 PM
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All Stars
14,990 posts Joined: Jan 2003
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What do you guys think about the Pseudocertainty Effect?
QUOTE Consider the following two stage game. In the first stage, there is a 75% chance to end the game without winning anything, and a 25% chance to move into the second stage. If you reach the second stage you have a choice between: E. a sure win of $30 F. 80% chance to win $45 and 20% chance to win nothing Suppose the dividend is 5.6%, and promo FD rates are 4.5%, so you have a choice between: (a) a sure win of 4.5% (b) 80% chance to win 5.6% and 20% chance to win nothing Why do people pick option (b) instead of (a) ? |
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Nov 26 2015, 02:16 PM
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Senior Member
1,444 posts Joined: Aug 2014
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QUOTE(wodenus @ Nov 26 2015, 02:46 PM) What do you guys think about the Pseudocertainty Effect? gambling attitude Suppose the dividend is 5.6%, and promo FD rates are 4.5%, so you have a choice between: (a) a sure win of 4.5% (b) 80% chance to win 5.6% and 20% chance to win nothing Why do people pick option (b) instead of (a) ? |
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Nov 26 2015, 02:26 PM
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Senior Member
16,872 posts Joined: Jun 2011
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FD no potential for capital gain
FD no growth, once mature u renew at current prevailing rate Stocks dividend can/may grow over time No risk, no incremental rewards Again, u dunno the fundamentals of stock investing. Guys, that troll kept asking the same questions over and over again. Then he will say X stock Y stock Z stock trades above Net Asset Value, why do people buy it? This post has been edited by Pink Spider: Nov 26 2015, 02:27 PM |
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Nov 26 2015, 03:49 PM
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All Stars
14,990 posts Joined: Jan 2003
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QUOTE(Pink Spider @ Nov 26 2015, 02:26 PM) FD no potential for capital gain You just have something against me.. that's proven already, you keep saying I say things I didn't say, then you say I'm trolling because you didn't like the things you say I said lol FD no growth, once mature u renew at current prevailing rate Stocks dividend can/may grow over time No risk, no incremental rewards Again, u dunno the fundamentals of stock investing. Guys, that troll kept asking the same questions over and over again. Then he will say X stock Y stock Z stock trades above Net Asset Value, why do people buy it? BTW when have I ever asked this? or that other question? |
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Nov 26 2015, 04:11 PM
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Senior Member
16,872 posts Joined: Jun 2011
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I get nothing from digging out the proof. U said it (it's bad to buy stocks that trade above NAV). Period.
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Nov 26 2015, 04:30 PM
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Senior Member
1,938 posts Joined: Nov 2009 From: Bolehland
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QUOTE(Pink Spider @ Nov 26 2015, 02:26 PM) FD no potential for capital gain FD no growth, once mature u renew at current prevailing rate Stocks dividend can/may grow over time No risk, no incremental rewards Again, u dunno the fundamentals of stock investing. Guys, that troll kept asking the same questions over and over again. Then he will say X stock Y stock Z stock trades above Net Asset Value, why do people buy it? so susah go sell butt~ |
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Nov 26 2015, 04:57 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(zDarkForceSz @ Nov 26 2015, 04:30 PM) so susah go sell butt~Ada div yield bo? Sure Angpao wan ar?! Ps: Pinky banyak rage lately. He needs more buckets of beer! This post has been edited by TC-Titan: Nov 26 2015, 04:58 PM |
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Nov 26 2015, 05:10 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Aku jihad terhadap trolls
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Nov 26 2015, 05:25 PM
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Elite
5,784 posts Joined: Jan 2003 From: Shah Alam 
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haha...padini eps UP
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Nov 26 2015, 06:36 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(kucingfight @ Nov 26 2015, 05:25 PM) haha...padini eps UP haha.... TQ for sarcastic comments.Congratulations and you are welcomed. the beauty of malaysia! |
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Nov 27 2015, 12:15 AM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Nov 26 2015, 06:36 PM) haha.... TQ for sarcastic comments. your F&B punya ah moi also manyak hebat wor Congratulations and you are welcomed. the beauty of malaysia! |
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Nov 27 2015, 09:12 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Padini
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Nov 27 2015, 09:20 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Nov 27 2015, 09:12 AM) Padini still holding? hehe... |
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Nov 27 2015, 09:21 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Nov 27 2015, 09:20 AM) still holding? hehe... taktau see my siggy ar? |
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Nov 27 2015, 09:24 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Nov 27 2015, 09:21 AM) taktau see my siggy ar? wanna enhance your siggy with their respective weightage? |
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Nov 27 2015, 09:25 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Nov 27 2015, 09:24 AM) wanna enhance your siggy with their respective weightage? might as well, disclose RM too?  |
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Nov 27 2015, 09:43 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Nov 27 2015, 09:25 AM) later... yaya! why not? might as well, disclose RM too? can put in your TP too, we can help you monitor! lol, just kidding, by the way, what boosted padini though? |
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Nov 27 2015, 09:49 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Nov 27 2015, 09:43 AM) yaya! why not? Margins improved can put in your TP too, we can help you monitor! lol, just kidding, by the way, what boosted padini though? Additional outlets contributed to sales and earnings Expenses controlled well (admin expenses dropped!) This post has been edited by Pink Spider: Nov 27 2015, 09:53 AM |
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Nov 27 2015, 10:05 AM
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Senior Member
820 posts Joined: Mar 2014
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-delete-
This post has been edited by TC-Titan: Nov 27 2015, 10:05 AM |
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Nov 27 2015, 10:05 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Nov 27 2015, 09:25 AM) later... Early morning Padini main gap up. Dun play play might as well, disclose RM too? Your Tekan Besi sudah keluar results. Noticed a few things: a. Inside OCI, Cash flow hedge loss, net of tax: 291.6m b. Total borrowings: 3b (2b is USD denominated) c. Unrealised forex loss: 113.6m d. Realised gain on derivatives: 63.4m e. Their gross and net margins are getting hammered. I believe this is the first time they are doing the cash flow hedge. Which could either be a good thing or an extremely bad thing, depending on their expertise.... Do you plan to masuk lagi for the future or observe lagi? |
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Nov 27 2015, 10:13 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Nov 27 2015, 10:05 AM) Early morning Padini main gap up. Dun play play Results for this quarter is bad, as expected. Due to the fire at one of their plant, production down. Your Tekan Besi sudah keluar results. Noticed a few things: a. Inside OCI, Cash flow hedge loss, net of tax: 291.6m b. Total borrowings: 3b (2b is USD denominated) c. Unrealised forex loss: 113.6m d. Realised gain on derivatives: 63.4m e. Their gross and net margins are getting hammered. I believe this is the first time they are doing the cash flow hedge. Which could either be a good thing or an extremely bad thing, depending on their expertise.... Do you plan to masuk lagi for the future or observe lagi? Read management notes, future is very optimistic. |
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Nov 27 2015, 10:51 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Nov 27 2015, 09:49 AM) Margins improved Additional outlets contributed to sales and earnings Expenses controlled well (admin expenses dropped!) gst transition period is coming to an end soon. so good times ahead despite challenging market condition, trust me. see you at 2. QUOTE(Pink Spider @ Nov 27 2015, 10:13 AM) Results for this quarter is bad, as expected. Due to the fire at one of their plant, production down. it's called management notes for a reason pinkie......Read management notes, future is very optimistic. |
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Nov 27 2015, 11:04 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Nov 27 2015, 10:51 AM) gst transition period is coming to an end soon. so good times ahead despite challenging market condition, trust me. see you at 2. it's called management notes for a reason pinkie...... Of course, read it with a pinch of salt... But, it all sounds reasonable, and the analysts all say the same thing. PMETAL is considered a low-cost producer. With bigger players downscaling/closing down, PMETAL will still remain profitable. Current quarter results are largely dragged down by the fire at plant. |
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Nov 27 2015, 11:35 AM
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Senior Member
1,449 posts Joined: Dec 2007
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What happened to sushi mother? Negative fair value?
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Nov 27 2015, 11:40 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Nov 27 2015, 11:04 AM) Usually management try to sound as conservative as possible so as not to over-promise, and not to disappoint the market. yeapz. i get what you mean. Of course, read it with a pinch of salt... But, it all sounds reasonable, and the analysts all say the same thing. PMETAL is considered a low-cost producer. With bigger players downscaling/closing down, PMETAL will still remain profitable. Current quarter results are largely dragged down by the fire at plant. i'm not familar with this industry, i better stay out... |
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Nov 27 2015, 12:20 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(tehoice @ Nov 27 2015, 11:40 AM) yeapz. i get what you mean. Lai lai share what u r familiar with.i'm not familar with this industry, i better stay out... Ps: I had a crazy thought just now. Why don't u open a Guppy SPAC cool right hahaha Pss: Trop results and corporate plans seem to be getting more interesting. |
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Nov 27 2015, 12:25 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(TC-Titan @ Nov 27 2015, 12:20 PM) Lai lai share what u r familiar with. lol... your crazy thought doesnt work... haha.... at most i will run a shop and a small place to breed and sale only...Ps: I had a crazy thought just now. Why don't u open a Guppy SPAC cool right hahaha Pss: Trop results and corporate plans seem to be getting more interesting. you interested in danny tan company? |
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Nov 27 2015, 02:47 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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Supermx also not bad wor... If can rerate to PE15 then got same potential as topglov
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Nov 27 2015, 02:58 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Nov 27 2015, 02:47 PM) Supermx also not bad wor... If can rerate to PE15 then got same potential as topglov Ya...logically it should but not sure if can trust the company given its recent poor performances.... |
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Nov 27 2015, 03:18 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(holybo @ Nov 27 2015, 11:35 AM) What happened to sushi mother? Negative fair value? Reported unrealised investment fair value & forex loss... ~This post has been edited by gark: Nov 27 2015, 03:25 PM |
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Nov 27 2015, 03:45 PM
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Senior Member
1,449 posts Joined: Dec 2007
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QUOTE(gark @ Nov 27 2015, 03:18 PM) Reported unrealised investment fair value & forex loss... ~ What are the causes of investment fair value loss? Report really looks bad.. |
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Nov 27 2015, 06:32 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(holybo @ Nov 27 2015, 03:45 PM) What are the causes of investment fair value loss? Report really looks bad.. Umm.. what else.. stocks lah of course.. the company holds lots of listed stocks in KLSE and beyond..... |
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Nov 28 2015, 11:27 AM
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Senior Member
1,087 posts Joined: Apr 2013
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QUOTE(spring onion @ Nov 22 2015, 11:50 PM) » Click to show Spoiler - click again to hide... « take supermax as example. EPS this quarter 5 sen, but counter jump 20 sen. how to explain this? people are looking forward in share market, not the current situation. sames goes to MYR, with now Russians finding excuse to raise the crude price. they may do what ever it takes to get crude oil back in action |
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Nov 28 2015, 11:45 AM
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Senior Member
1,449 posts Joined: Dec 2007
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QUOTE(gark @ Nov 27 2015, 06:32 PM) Umm.. what else.. stocks lah of course.. the company holds lots of listed stocks in KLSE and beyond..... Inari holding is part of the fair value or IT? Just noticed that insas able to make up the report easily by selling inari shares |
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Nov 28 2015, 04:17 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(holybo @ Nov 28 2015, 11:45 AM) Inari holding is part of the fair value or IT? Just noticed that insas able to make up the report easily by selling inari shares Inari is a subsidiary.. not an investment.. |
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Nov 30 2015, 03:18 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Today Karex AGM
Afternoon the stock spiked Any interesting thing from the AGM? |
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Nov 30 2015, 03:21 PM
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Senior Member
12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia....
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QUOTE(Pink Spider @ Nov 30 2015, 03:18 PM) Today Karex AGM Free kondom paket.. for doorgift.. Afternoon the stock spiked Any interesting thing from the AGM? » Click to show Spoiler - click again to hide... « This post has been edited by gark: Nov 30 2015, 03:22 PM |
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Nov 30 2015, 03:24 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(gark @ Nov 30 2015, 03:21 PM) Free kondom paket.. for doorgift.. If not today GST submission deadline I need to standby in case my bos want me amend anything, I also go get my free condoms liao » Click to show Spoiler - click again to hide... « Now I need go 7-11 restock    oi USD mana ada spiked???  This post has been edited by Pink Spider: Nov 30 2015, 03:25 PM |
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Nov 30 2015, 04:53 PM
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Junior Member
354 posts Joined: Aug 2014
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Not bad Padini today
But Pwroot This post has been edited by Le Don: Nov 30 2015, 04:55 PM |
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Nov 30 2015, 05:08 PM
Show posts by this member only | IPv6 | Post
#233
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Senior Member
2,906 posts Joined: May 2015
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By the way, if anyone noticed some if not all of the blue chip counters and selected mid-cap stocks have an extremely high transaction in the volume at the pre-closing.
Wonder if Valuecap is now in the game? |
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Nov 30 2015, 05:45 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Le Don @ Nov 30 2015, 04:53 PM) Not bad Padini today upside still intact...belum breach 2.40 support But Pwroot |
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Nov 30 2015, 05:48 PM
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All Stars
15,942 posts Joined: Jun 2008
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..
This post has been edited by Boon3: Nov 30 2015, 05:57 PM |
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Dec 1 2015, 12:46 AM
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Senior Member
1,087 posts Joined: Apr 2013
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OSK reports extra ordinary quarter. how to valuate this share based on this quarter report?
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Dec 1 2015, 09:53 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Nov 30 2015, 05:45 PM) upside still intact...belum breach 2.40 support thought you wanna sell upon the release of the Q results? |
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Dec 1 2015, 10:26 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 1 2015, 09:53 AM) thought you wanna sell upon the release of the Q results? which stock u mean? |
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Dec 1 2015, 11:20 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 1 2015, 10:26 AM) which stock u mean? panini la |
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Dec 1 2015, 11:42 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 1 2015, 11:20 AM) panini la Results good mar, why sell? |
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Dec 1 2015, 11:59 AM
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Senior Member
1,497 posts Joined: Dec 2005
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Question: Do you guys normally calculate return on capital? If so, what's the formula to use? Or it is similar to ROE hence we use ROE instead?
Edit: used ROE instead of ROA This post has been edited by hehe86: Dec 1 2015, 04:58 PM |
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Dec 1 2015, 06:06 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(hehe86 @ Dec 1 2015, 11:59 AM) Question: Do you guys normally calculate return on capital? If so, what's the formula to use? Or it is similar to ROE hence we use ROE instead? For ROE, I use net profit attributable to shareholders divide by brought forward shareholders equity. I don't include amounts/portions to non-controlling interest.Edit: used ROE instead of ROA I noticed there are different views on ROE calculations. Some use just net profit (regardless of attributable to who) divide by closing total equity, average of total equity (opening n closing) or even net operating profits. Banyak pattern to self confuse lolz |
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Dec 1 2015, 10:38 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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abg boon nvr post charts liao? familiar pattern forming on exporters charts again hehe
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Dec 1 2015, 10:55 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(cooldownguy86 @ Nov 17 2015, 10:34 PM) Timber sales -21% but PBT can still +42% coz price +29% in RM terms mak oii. I dunno how to play this one political link and not sure if timber price can sustain. If can then RM6 will mari. Can't find any updated source of local timber price on the internet either. Ini boleh ka ? I look at the annualised EPS i saliva drool all over liao |
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Dec 1 2015, 10:58 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(cooldownguy86 @ Dec 1 2015, 10:55 PM) Ini boleh ka Eh, u pun berminat nak beli stok kayu balak? ? I look at the annualised EPS i saliva drool all over liao |
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Dec 2 2015, 09:34 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 1 2015, 10:38 PM) abg boon nvr post charts liao? familiar pattern forming on exporters charts again hehe Same ka?Hevea today  Compare with Hevea posted on Oct 2   Same ah? |
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Dec 2 2015, 09:35 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 1 2015, 10:55 PM) Ini boleh ka ? I look at the annualised EPS i saliva drool all over liao left side ask right side? |
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Dec 2 2015, 09:40 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 1 2015, 11:42 AM) Results good mar, why sell? buy more i'm a happy consumer |
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Dec 2 2015, 09:48 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 2 2015, 09:40 AM) buy more http://www.theedgemarkets.com/my/article/a...ps-target-rm205 i'm a happy consumer QUOTE “Our channel checks indicate that such a pricing strategy remains attractive among consumers and we believe that its sales momentum will remain strong over the next few quarters." RM1.80 already now Pricing strategy, if works, nothing wrong with doing bundle sales. Padini ain't no LV, YSL, Giorgio Armani. But it has its place among Malaysian consumers This post has been edited by Pink Spider: Dec 2 2015, 09:51 AM |
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Dec 2 2015, 09:57 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 2 2015, 09:48 AM) http://www.theedgemarkets.com/my/article/a...ps-target-rm205 exactly what i thought.... now i regretted for not making it my heaviest investment in my portfolio... RM1.80 already now Pricing strategy, if works, nothing wrong with doing bundle sales. Padini ain't no LV, YSL, Giorgio Armani. But it has its place among Malaysian consumers |
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Dec 2 2015, 12:50 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Dec 2 2015, 09:34 AM) Same ka? Not consolidating and breaking out meh? Hevea today Compare with Hevea posted on Oct 2 Same ah? |
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Dec 2 2015, 12:50 PM
Show posts by this member only | IPv6 | Post
#252
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Senior Member
5,845 posts Joined: Sep 2009
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i bought padini @ 1.38 17.9.15 very tempting to sell , 30% already.
would you guys wait for 50% profit? since TP now RM2.05? |
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Dec 2 2015, 12:57 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Dec 2 2015, 09:35 AM) left side ask right side? ? |
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Dec 2 2015, 01:37 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 2 2015, 12:50 PM) Not consolidating and breaking out meh? Consolidation phase can be tricky one....Optimistic people say.... the stock is just resting.... rebuilding itself before it breakouts higher.... Pessimistic people say... die already.. stock no more strength... that's why cannot go up anymore... soon it will break......down.... Lol..... You what type of people? |
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Dec 2 2015, 03:59 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Dec 2 2015, 01:37 PM) Consolidation phase can be tricky one.... I'm rational ppl haha. Rate hike gonna mari liao Optimistic people say.... the stock is just resting.... rebuilding itself before it breakouts higher.... Pessimistic people say... die already.. stock no more strength... that's why cannot go up anymore... soon it will break......down.... Lol..... You what type of people? |
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Dec 2 2015, 04:25 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(cooldownguy86 @ Dec 2 2015, 12:57 PM) Asking the bossed here haha. Abg pinky loaded. Abg gark say sepawi. Abg boon leh Today kuat yo?U buying lorry load ke? |
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Dec 2 2015, 04:50 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Pink Spider @ Dec 2 2015, 04:25 PM) Today kuat yo Lorry already berry full. Dunno what to unload to eat this. PeningU buying lorry load ke? |
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Dec 2 2015, 04:52 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(cooldownguy86 @ Dec 2 2015, 04:50 PM) Lorry already berry full. Dunno what to unload to eat this. Pening Buy new lorry lor |
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Dec 3 2015, 08:08 AM
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Senior Member
4,093 posts Joined: Jul 2011
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EG Industries...
recently quite a hot stock ... |
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Dec 3 2015, 10:53 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Guys, any opinion on BP Plastics? Fundamentally, I'm not interested in TA
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Dec 3 2015, 12:55 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 3 2015, 10:53 AM) Guys, any opinion on BP Plastics? Fundamentally, I'm not interested in TA Overall, it's a good stock to me.About 78% export sales. Big bulk is in USD and SGD. Cashflow, debtors looks really good. Zero borrowings. Gross n net profit margin improving coz of forex n production efficiency. 4th qtr results should be interesting to look at. Apart from your normal ratios which are mostly good, some of the valuation computations versus margin of safety doesn't make this stock interesting to me. But if u're looking at earnings growth n the other strong fundamentals as mentioned above, boleh masuk lori hahaha Ps: this stock sudah naik above 100% since 2014 which I believe was mainly due to forex. What are the odds to naik lagi 50% |
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Dec 3 2015, 01:25 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 3 2015, 12:55 PM) Overall, it's a good stock to me. Thanks. Similar observations I've made. Dividend yield good tooAbout 78% export sales. Big bulk is in USD and SGD. Cashflow, debtors looks really good. Zero borrowings. Gross n net profit margin improving coz of forex n production efficiency. 4th qtr results should be interesting to look at. Apart from your normal ratios which are mostly good, some of the valuation computations versus margin of safety doesn't make this stock interesting to me. But if u're looking at earnings growth n the other strong fundamentals as mentioned above, boleh masuk lori hahaha Ps: this stock sudah naik above 100% since 2014 which I believe was mainly due to forex. What are the odds to naik lagi 50% |
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Dec 3 2015, 02:40 PM
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Junior Member
354 posts Joined: Aug 2014
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Padini not bad these few days
Anyone here bought po huat? |
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Dec 3 2015, 02:43 PM
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Senior Member
820 posts Joined: Mar 2014
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-delete-
This post has been edited by TC-Titan: Dec 3 2015, 02:44 PM |
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Dec 3 2015, 02:43 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 3 2015, 01:25 PM) Thanks. Similar observations I've made. Dividend yield good too Few other things I noticed:1. Collective insiders + private organisations = 83% stake in the Company. So this is a tightly controlled company. 2. This statement "The Group continues to seek opportunities for machine and product innovations, enhance its internal process efficiencies and productivity in the face of the rising operating costs environment, and implement strategies to achieve higher sales, especially in export market." This indicates to me that we should expect more capex in the next few quarters. But the interesting part is there is zero capital commitment as at 30 Sept. 3. There is no disclosure or mention anywhere on the Comp's production volume capacity and sales volume. Banyak secretive. So the company's performance based on sales volume alone is subjective. 4. Need to look at the Comp's peers/competitors and consider who is cheap and has the most potential for further growth. |
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Dec 3 2015, 02:47 PM
Show posts by this member only | IPv6 | Post
#266
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Senior Member
3,806 posts Joined: Feb 2012
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Regarding BPPLAS, I haven't done proper study yet. But at first glance...
1. Its profit and EPS have dropped substantially from the height of 2010. 2. Dividend payout ration is quite high. Moving forwards, do you see positive signs of this counter? |
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Dec 3 2015, 02:48 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 3 2015, 02:43 PM) Few other things I noticed: Tightly controlled sometimes is good too:1. Collective insiders + private organisations = 83% stake in the Company. So this is a tightly controlled company. 2. This statement "The Group continues to seek opportunities for machine and product innovations, enhance its internal process efficiencies and productivity in the face of the rising operating costs environment, and implement strategies to achieve higher sales, especially in export market." This indicates to me that we should expect more capex in the next few quarters. But the interesting part is there is zero capital commitment as at 30 Sept. 3. There is no disclosure or mention anywhere on the Comp's production volume capacity and sales volume. Banyak secretive. So the company's performance based on sales volume alone is subjective. 4. Need to look at the Comp's peers/competitors and consider who is cheap and has the most potential for further growth. - no wild price swings due to big institutional dumping/buying - management = controlling shareholders = one aim And as u noticed, zero borrowings. And quite healthy cash pile. Capex should be no problem to them. |
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Dec 3 2015, 03:13 PM
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16,872 posts Joined: Jun 2011
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QUOTE(river.sand @ Dec 3 2015, 02:47 PM) Regarding BPPLAS, I haven't done proper study yet. But at first glance... I did analysis of financials from past 5 years...1. Its profit and EPS have dropped substantially from the height of 2010. 2. Dividend payout ration is quite high. Moving forwards, do you see positive signs of this counter? CAGR about 7-8% over the past 5 years Average payout was about 66% but past 2 years >80% payout Very cash rich Margins also improved based on latest quarterly figures But, latest 9 months revenue, when annualised, dropped. This is the only red flag I see |
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Dec 3 2015, 03:55 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(kueyteowlou @ Dec 3 2015, 08:08 AM) EG Industries... Yeah quite a fair bit of buy calls based on the fundamentals, technicals and coz of two famous fundamental investors who are inside the top 10 shareholders list.recently quite a hot stock ... |
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Dec 3 2015, 04:06 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 3 2015, 03:13 PM) I did analysis of financials from past 5 years... What's your CAGR based on? Revenue, PBT net profit or EBIT?CAGR about 7-8% over the past 5 years Average payout was about 66% but past 2 years >80% payout Very cash rich Margins also improved based on latest quarterly figures But, latest 9 months revenue, when annualised, dropped. This is the only red flag I see I calculated for 5 years 2011 to 2015 (TTM) only obtained CAGR for revenue about 4%. Net profit 1%. Note: that's without considering into detail one-off items being incurred or earned. Too lazy to look into detail haha Average of EBIT to revenue would be 6%. |
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Dec 3 2015, 04:12 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 3 2015, 04:06 PM) What's your CAGR based on? Revenue, PBT net profit or EBIT? Topline and PBTI calculated for 5 years 2011 to 2015 (TTM) only obtained CAGR for revenue about 4%. Net profit 1%. Note: that's without considering into detail one-off items being incurred or earned. Too lazy to look into detail haha Average of EBIT to revenue would be 6%. I think 6 years, from 2010 to 2015 Sorry |
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Dec 3 2015, 04:46 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Wow...Padini 1.90 coming soon
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Dec 3 2015, 05:42 PM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(Pink Spider @ Dec 3 2015, 04:46 PM) Wow...Padini 1.90 coming soon According to kcchong, the fair value for padini is 2.32QUOTE The pay-out ratio of last year is 82%, and the previous year 72%. Taking the average of 77%, a required return of 10%, and a conservative long-term growth in dividend of 5%, the fundamental PE ratio of Padini is worked out to be 15.4 PE = 77% / (10% - 5%) = 15.4 With an estimated forward EPS of 15 sen next year, the fair value of Padini is estimated to be Fair value, P = 15.4*0.15 = RM2.32 This represents a margin of safety of 21% over its closing price of RM1.83 on 2nd December 2015. http://klse.i3investor.com/blogs/kcchongnz/87546.jsp This post has been edited by Le Don: Dec 3 2015, 05:43 PM |
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Dec 4 2015, 12:04 AM
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Senior Member
820 posts Joined: Mar 2014
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Hmmmm noticed a few things about HHGroup:
1. Some monkeys must have spilled the beans on the Comp's results close to 25 Nov before announcement on 30 Nov. 2. Business seem to be slowing down due to China. I wonder how they will be affected based on the rumours/forecast of China's GDP expecting to grow at only 3 to 4% in the next few years. Sales volume is down but they are being helped by forex gain on USD and RMB. 3. Massive expansion plans in Kelantan about RM31m capex. Expect to be fully operational probably by 4th quarter FY16 if everything goes well. Mgmt must be very confident with their business to commit such capex even when overall economy doesn't seem to be doing well. Should be interesting to see how they perform for 4th qtr results and after the new factory is up. This post has been edited by TC-Titan: Dec 4 2015, 12:05 AM |
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Dec 4 2015, 09:18 AM
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Senior Member
16,872 posts Joined: Jun 2011
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HLB looks like gonna re-test one-year low
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Dec 4 2015, 10:39 AM
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Senior Member
1,407 posts Joined: Jan 2003 From: /k
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QUOTE(TC-Titan @ Dec 4 2015, 12:04 AM) Hmmmm noticed a few things about HHGroup: thanks for the observation!!1. Some monkeys must have spilled the beans on the Comp's results close to 25 Nov before announcement on 30 Nov. 2. Business seem to be slowing down due to China. I wonder how they will be affected based on the rumours/forecast of China's GDP expecting to grow at only 3 to 4% in the next few years. Sales volume is down but they are being helped by forex gain on USD and RMB. 3. Massive expansion plans in Kelantan about RM31m capex. Expect to be fully operational probably by 4th quarter FY16 if everything goes well. Mgmt must be very confident with their business to commit such capex even when overall economy doesn't seem to be doing well. Should be interesting to see how they perform for 4th qtr results and after the new factory is up. |
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Dec 4 2015, 04:22 PM
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Junior Member
354 posts Joined: Aug 2014
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Bought some PoHuat at 1.74. Hopefully can huat
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Dec 4 2015, 10:09 PM
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820 posts Joined: Mar 2014
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QUOTE(kevraul @ Dec 4 2015, 10:39 AM) thanks for the observation!! Lo and behold, KYY also has shares inside HHGroup! and just like that share price kabooom 9 cents up with a 15.9% return in one day.Really cute la. |
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Dec 4 2015, 10:14 PM
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820 posts Joined: Mar 2014
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QUOTE(Le Don @ Dec 4 2015, 04:22 PM) Bought some PoHuat at 1.74. Hopefully can huat Wah ganas la u! haha you're looking for short term hike from 4th qtr results or long-term play? I like your Mitra though |
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Dec 4 2015, 11:46 PM
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Senior Member
820 posts Joined: Mar 2014
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Pink spider Look what I ter-found....
QUOTE We were negatively surprised by the LOD (refer overleaf for details) as the demand was filed more than 18 months after the initial tie-up. The impact could be significant as the amount of RM21.6m represents >75% of our projected FY15 net profit. On the bright side, CENTURY does not have any ongoing contracts with Nestle, thus the risk of revenue loss is nil. We think the dispute might drag on for a long period of time of time. Assuming the worst case scenario where CENTURY was to pay the full demanded amount of RM21.6m, we think its expansion plan to build a multi-storey warehouse will still proceed but FY16E net gearing could increase to 0.53x from 0.46x as initially projected. As for the impact to earnings, the extra borrowings, if any arising from the payment could increase its interest expenses by as much as RM1.1m (3.4% of FY16E net profit) assuming an interest rate of 5% p.a. Kenanga - CENTURYIf assuming worse scenario Century makes around 25m prov for the legal case and ends up paying for it. I think the entire amount will be non-deductible coz the expenses incurred is not related to producing gross income. So that would mean the wonderful EPS, PE, cashflow, reputation etc all will hancur. But this thing will pass in time la but the damage done could be detrimental. What do you think? If we ignore the legal case aside, the stock's fundamentals and prospects look lovely. |
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Dec 5 2015, 12:11 AM
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Senior Member
1,087 posts Joined: Apr 2013
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QUOTE(Pink Spider @ Dec 3 2015, 04:46 PM) Wow...Padini 1.90 coming soon WOW pinky you bought bpplastic. what price you bought in?Bpplastic was on my radar too. but the price surge from 90 sen to 1.35. if the dividend remains that around 6 sen per year, dividend payout yield will be lower This post has been edited by spring onion: Dec 5 2015, 12:14 AM |
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Dec 5 2015, 09:00 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 4 2015, 11:46 PM) Pink spider Look what I ter-found.... y u so slow Kenanga - CENTURY If assuming worse scenario Century makes around 25m prov for the legal case and ends up paying for it. I think the entire amount will be non-deductible coz the expenses incurred is not related to producing gross income. So that would mean the wonderful EPS, PE, cashflow, reputation etc all will hancur. But this thing will pass in time la but the damage done could be detrimental. What do you think? If we ignore the legal case aside, the stock's fundamentals and prospects look lovely. |
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Dec 5 2015, 09:01 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(spring onion @ Dec 5 2015, 12:11 AM) WOW pinky you bought bpplastic. what price you bought in? 1.32Bpplastic was on my radar too. but the price surge from 90 sen to 1.35. if the dividend remains that around 6 sen per year, dividend payout yield will be lower current yield not bad wat |
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Dec 5 2015, 09:16 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 5 2015, 09:00 AM) y u so slow Haha bugger! Busy with work la. Now baru have time to do research n update the fundamental analysis for the stocks in my watch list. |
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Dec 5 2015, 09:44 AM
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Senior Member
1,087 posts Joined: Apr 2013
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QUOTE(Pink Spider @ Dec 5 2015, 09:01 AM) 1.32 right now is 4.4% and maybank is getting 6.5% current yield not bad wat |
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Dec 5 2015, 10:45 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(spring onion @ Dec 5 2015, 09:44 AM) right now is 4.4% and maybank is getting 6.5% Bank kena maintain capital, BP can pay 99% if they want cannot compare la...different sectors |
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Dec 5 2015, 11:48 AM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(TC-Titan @ Dec 4 2015, 10:14 PM) Wah ganas la u! haha you're looking for short term hike from 4th qtr results or long-term play? I am speculating that the quarter result will be good like other furniture stocks. May keep for a some time while the ringgit is still weak. Directors also buying around 1.70-1.73 I like your Mitra though Mitra just announced some good result and new contract but the price is still lagging. But Padini is doing well after announcing good result. So good result doesn't mean the price will spike up |
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Dec 5 2015, 03:56 PM
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Senior Member
820 posts Joined: Mar 2014
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wahhhh i just read on Wintoni. Drama betul!
Based on the 2nd quarter report, the Company is like almost naked @_@ Kena goreng until achieve 5 bagger in 1 and half month. I wonder how much Unker Yap really made when he disposed a huge chunk of his shares recently. Imagine what RM7 mill can do if let's say he bought 99m shares around 7c. Looks like more drama to come! Wasn't expecting Unker Yap and Unker Chang to be this "ethical". |
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Dec 7 2015, 09:23 AM
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Junior Member
354 posts Joined: Aug 2014
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PoHuat not bad today
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Dec 7 2015, 10:21 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(TC-Titan @ Dec 5 2015, 03:56 PM) wahhhh i just read on Wintoni. Drama betul! nothing new la. thats why investing in fundamental right company is very important.Based on the 2nd quarter report, the Company is like almost naked @_@ Kena goreng until achieve 5 bagger in 1 and half month. I wonder how much Unker Yap really made when he disposed a huge chunk of his shares recently. Imagine what RM7 mill can do if let's say he bought 99m shares around 7c. Looks like more drama to come! Wasn't expecting Unker Yap and Unker Chang to be this "ethical". i'm not saying chartist are not good, but if they can get out in time then no problem i only kesian those aunties and uncles who bought based on hearsay and now got trapped or burnt with their old age monies... |
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Dec 7 2015, 10:53 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 7 2015, 10:21 AM) nothing new la. thats why investing in fundamental right company is very important. Cantonese have a saying, "wanna eat salted fish, must prepare to get thirsty"i'm not saying chartist are not good, but if they can get out in time then no problem i only kesian those aunties and uncles who bought based on hearsay and now got trapped or burnt with their old age monies... Want make quick bucks? If the tide turns against u, lost quick bucks, don't complain |
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Dec 7 2015, 11:10 AM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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Abg boon n abg gark manyak senyap aje.. Busy counting money ah?
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Dec 7 2015, 11:12 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 7 2015, 10:53 AM) Cantonese have a saying, "wanna eat salted fish, must prepare to get thirsty" yeah agree.... burnt on some occassion, but happily put most in panini and happyWant make quick bucks? If the tide turns against u, lost quick bucks, don't complain |
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Dec 7 2015, 01:06 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 7 2015, 11:10 AM) Abg boon n abg gark manyak senyap aje.. Busy counting money ah? |
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Dec 7 2015, 01:46 PM
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Junior Member
354 posts Joined: Aug 2014
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List of KYY just published shares
:QUOTE The followings are shares I am holding. In random order:- VS Industry Latitude Lii Hen Can One Focus Lumber Johotin Geshen Genetech Evergreen Xingquan Any of the above still a good buy? I wonder where Mieco, HHgroup, PoHuat went to? This post has been edited by Le Don: Dec 7 2015, 01:54 PM |
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Dec 7 2015, 02:00 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Le Don @ Dec 7 2015, 01:46 PM) List of KYY just published shares I think he didn't disclose all his shares, only those that performed well for him or those that he wants further pushing from the retailers. So he can reduce down bit by bit. :Any of the above still a good buy? I wonder where Mieco, HHgroup, PoHuat went to? |
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Dec 7 2015, 02:04 PM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(TC-Titan @ Dec 7 2015, 02:00 PM) I think he didn't disclose all his shares, only those that performed well for him or those that he wants further pushing from the retailers. So he can reduce down bit by bit. Mr KYY only highlight his shares after he collected enough and the price has went up 100-200%At least we still can tumpang to get some peanuts Xingquan anyone? QUOTE Many people are wondering why I am buying Xingquan almost every day because the company did not give out much dividend and most investors do not believe its audited accounts. I shall write another article about this shortly. This post has been edited by Le Don: Dec 7 2015, 02:06 PM |
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Dec 7 2015, 02:49 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(TC-Titan @ Dec 7 2015, 02:00 PM) I think he didn't disclose all his shares, only those that performed well for him or those that he wants further pushing from the retailers. So he can reduce down bit by bit. Such strategy ain't no different than .... How to be a good trader? Follow a better sifu... If fail...find anothet one. LOL! Holy Grail..... |
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Dec 7 2015, 02:58 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Boon3 @ Dec 7 2015, 02:49 PM) Such strategy ain't no different than .... How to be a good trader? Follow a better sifu... If fail...find anothet one. LOL! Holy Grail..... |
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Dec 7 2015, 03:01 PM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(TC-Titan @ Dec 7 2015, 02:58 PM) Name sake only say his strategies.... but whose advise n tipsy he listened to that made the difference for his trading/investment luck, he din bother to say. Tsk tsk He didQUOTE After the publicity created by the article written by my remisier, Allan Yeoh of Kenanga about my unbelievable profit of Rm 105 million with an initial capital of Rm 10.5 million, after about 4.5 year, many people wanted to know what shares I am still holding because the shares I am holding were not mentioned in that article. Some people also wanted to know my performance of my accounts with Maybank, Hong Leong, RHB, CIMB, TA Securities and some of my money managed by Mr Ooi Teik Bee. Padini and Pop Huat doing great now This post has been edited by Le Don: Dec 7 2015, 03:03 PM |
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Dec 7 2015, 03:31 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Le Don @ Dec 7 2015, 03:01 PM) He did From that article or even all of his articles and speeches, which sentence did he publicly accredited OTB or any of his remisiers and advisors for his fortune now? Not that it matters but I want u to be sure u know what u're saying. Maybe my English comprehension n memory is failing me, but I recall he never mentioned any such thing. OTB on the other hand does go around to advertise his trainings n say how he made KYY rich based on his teachings. |
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Dec 7 2015, 03:56 PM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(TC-Titan @ Dec 7 2015, 03:31 PM) From that article or even all of his articles and speeches, which sentence did he publicly accredited OTB or any of his remisiers and advisors for his fortune now? Not that it matters but I want u to be sure u know what u're saying. Maybe my English comprehension n memory is failing me, but I recall he never mentioned any such thing. OTB on the other hand does go around to advertise his trainings n say how he made KYY rich based on his teachings. My badHe did mentioned OTB one or two times in his articles, but he did not accredited him fully for his stock picks or his golden rule. However, there is not much difference between KYY and OTB's stock picks for this year. So we can assume it's thanks to OTB he managed to earn 100 million from 10 million despite his previous bad picks Mudajaya, Jtiasa and Rsawit in 2013-2014. I guess he had cut his loss and moved his money to OTB's counters in 2014 and 2015 This post has been edited by Le Don: Dec 7 2015, 03:58 PM |
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Dec 7 2015, 04:13 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(TC-Titan @ Dec 7 2015, 03:31 PM) From that article or even all of his articles and speeches, which sentence did he publicly accredited OTB or any of his remisiers and advisors for his fortune now? Not that it matters but I want u to be sure u know what u're saying. Maybe my English comprehension n memory is failing me, but I recall he never mentioned any such thing. OTB on the other hand does go around to advertise his trainings n say how he made KYY rich based on his teachings. Why la........and oh... ..respect I have none for either.... |
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Dec 7 2015, 04:57 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Boon3 @ Dec 7 2015, 04:13 PM) Why la..... Dun mind sharing who u respect or look up to that has substance and integrity? ...and oh... ..respect I have none for either.... |
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Dec 7 2015, 05:07 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(TC-Titan @ Dec 7 2015, 04:57 PM) Dun mind sharing who u respect or look up to that has substance and integrity? Look it's the bloody stock market (let's be blunt) laaaa......so who do you want to respect? so people like KYY and OTB.... what's there to respect? |
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Dec 7 2015, 05:35 PM
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820 posts Joined: Mar 2014
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QUOTE(Boon3 @ Dec 7 2015, 05:07 PM) Look it's the bloody stock market (let's be blunt) laaaa...... Lol!! so who do you want to respect? so people like KYY and OTB.... what's there to respect? It's a dog eat dog world when it comes to the stock market. So I can understand u're no longer keen on interested in respecting anyone other than focusing to build and multiply your own wealth. I will tell u some of the people who I look up to then: peter lynch, warren buffet, Charlie munger, Carl Icahn, Walter schloss, kcchong and fong siling. I'm sure there is no need to explain why I look up to them but they serve more of a reminder or source of inspiration of what I still can accomplish in my life time in the stock market. |
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Dec 7 2015, 05:53 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(TC-Titan @ Dec 7 2015, 05:35 PM) Lol!! LOL!It's a dog eat dog world when it comes to the stock market. So I can understand u're no longer keen on interested in respecting anyone other than focusing to build and multiply your own wealth. I will tell u some of the people who I look up to then: peter lynch, warren buffet, Charlie munger, Carl Icahn, Walter schloss, kcchong and fong siling. I'm sure there is no need to explain why I look up to them but they serve more of a reminder or source of inspiration of what I still can accomplish in my life time in the stock market. Sorry I do not have the energy to delve into all this.... if you think this is the path you wish to choose.... good luck! |
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Dec 8 2015, 12:19 AM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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uncle kseng recorded 100mil forex gain wor. w the forex gain looks attractive. ah seng also now looks like ah moi liao
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Dec 8 2015, 07:05 AM
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820 posts Joined: Mar 2014
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Today O&G counters shud be interesting.I think will have more sales coming soon.
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Dec 8 2015, 09:56 AM
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5,529 posts Joined: Oct 2007
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QUOTE(TC-Titan @ Dec 8 2015, 07:05 AM) Today O&G counters shud be interesting.I think will have more sales coming soon. so how is it going? |
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Dec 8 2015, 02:40 PM
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Junior Member
354 posts Joined: Aug 2014
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Bought more PoHuat at 1.84 today. Average 1.79
Recent news were very bearish for oil and RM This post has been edited by Le Don: Dec 8 2015, 02:47 PM |
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Dec 8 2015, 04:21 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Le Don @ Dec 8 2015, 02:40 PM) Bought more PoHuat at 1.84 today. Average 1.79 Good job yo. Seems like quite a few interesting articles/blogs on Pohuat in I3.Recent news were very bearish for oil and RM A lot of expectations from a lot of people for them to do very well for 4th qtr results. Any idea what happened to their property development project? Put on hold for now or will be commencing soon? QUOTE(tehoice @ Dec 8 2015, 09:56 AM) so how is it going? Not as per my expectation. I wanted most of the prices to be in deep red hahaha |
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Dec 8 2015, 04:24 PM
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Elite
4,420 posts Joined: Jan 2003
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Noob question
Now 1 lot equals how many units? |
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Dec 8 2015, 04:28 PM
Show posts by this member only | IPv6 | Post
#314
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Senior Member
2,906 posts Joined: May 2015
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QUOTE(Lurker @ Dec 8 2015, 04:24 PM) Noob question 1 Lot = 100 UnitsNow 1 lot equals how many units? By the way, Instaco looks like rising only for today and maybe tomorrow. And high activity in other selected main board small caps. This post has been edited by ILoveLalat.net: Dec 8 2015, 04:30 PM |
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Dec 8 2015, 05:12 PM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(TC-Titan @ Dec 8 2015, 04:21 PM) Good job yo. Seems like quite a few interesting articles/blogs on Pohuat in I3. No idea. Maybe put on hold because of the soft market in propertiesA lot of expectations from a lot of people for them to do very well for 4th qtr results. Any idea what happened to their property development project? Put on hold for now or will be commencing soon? Seems like expectation is huge for this coming qtr results. Hopefully, no disappointment This post has been edited by Le Don: Dec 8 2015, 05:15 PM |
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Dec 9 2015, 07:25 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Le Don @ Dec 8 2015, 05:12 PM) No idea. Maybe put on hold because of the soft market in properties Bro, I was doing a fair bit of thinking and simulations on Pohuat.Seems like expectation is huge for this coming qtr results. Hopefully, no disappointment We already know for a fact that the fire incident cost about RM11m in Aug'15. We don't know whether the Comp has successfully managed to get the claim before Oct'15 ends. Based on the above we can safely assume there will be around a RM11m write-off of Fixed assets and inventory. We also know that the Comp is incurring more cost to do 2 x 10 hour shifts instead of the normal 12 hour shifts = higher staff/labour cost in order to meet current order of goods. Even if forex gain and sales volume does go up significantly QoQ and YoY, the above cost has made a huge dent to the margins and most of the fundamental aspects, however this is just a temporary matter. Once they get their insurance claims back and refurbish/replace all the fixed assets they have lost and perhaps expand further then things will start rolling again big time. So long story short, must be cautious a bit on what to expect for 4th qtr results... There could be more pleasant or unexpected surprises which may happen since this is the final qtr results. Reassess your exit plan strategies (time frame and price). Just my 2 cents. PS: go check out SHH. This post has been edited by TC-Titan: Dec 9 2015, 07:46 AM |
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Dec 9 2015, 09:30 AM
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Senior Member
820 posts Joined: Mar 2014
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This Arank banyak cute. One moment up one moment down then now up again. Let's see how much further the price can go up. overall, fundamentals still seem good to me.
This post has been edited by TC-Titan: Dec 9 2015, 09:31 AM |
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Dec 9 2015, 09:38 AM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(TC-Titan @ Dec 9 2015, 07:25 AM) Bro, I was doing a fair bit of thinking and simulations on Pohuat. Thanks for the warning. I have collected enough. Will wait for end of December for the qtr result before doing anything.We already know for a fact that the fire incident cost about RM11m in Aug'15. We don't know whether the Comp has successfully managed to get the claim before Oct'15 ends. Based on the above we can safely assume there will be around a RM11m write-off of Fixed assets and inventory. We also know that the Comp is incurring more cost to do 2 x 10 hour shifts instead of the normal 12 hour shifts = higher staff/labour cost in order to meet current order of goods. Even if forex gain and sales volume does go up significantly QoQ and YoY, the above cost has made a huge dent to the margins and most of the fundamental aspects, however this is just a temporary matter. Once they get their insurance claims back and refurbish/replace all the fixed assets they have lost and perhaps expand further then things will start rolling again big time. So long story short, must be cautious a bit on what to expect for 4th qtr results... There could be more pleasant or unexpected surprises which may happen since this is the final qtr results. Reassess your exit plan strategies (time frame and price). Just my 2 cents. PS: go check out SHH. Despite the fire, i think the strengthening USD, weakening oil price and the US Furniture demand will still help Pohuat to deliver a reasonably good quarter result and thus exceeding the 2013's net profit. Btw, i compared SHH and Flbhd's financials. It seems like Flbhd is just a liitle bit better. What do u think? Flbhd SHH PE 11 12 DY 4.6 4.2 ROE 17 11 This post has been edited by Le Don: Dec 9 2015, 11:26 AM |
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Dec 9 2015, 02:42 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Plantation bull
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Dec 9 2015, 03:09 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 9 2015, 02:42 PM) Plantation bull U mean your taan izzit hahaDon't think so. I think it's more on sarawak election theme play. |
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Dec 9 2015, 06:03 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 9 2015, 03:09 PM) U mean your taan izzit haha How did Sarawak election make the stock rally?Don't think so. I think it's more on sarawak election theme play. |
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Dec 10 2015, 07:16 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 9 2015, 06:03 PM) How did Sarawak election make the stock rally? U can see an old article which is still valid.sarawak election theme play Yesterday I noted CMS, scable, taan and a few other sarawak counters were up. Prolly due to the recent state budget announcement by Sarawak's CM on 7 Dec. U can also do a cross check if all major plantation counters rallied yesterday. But if I recall correctly that was not the case. This post has been edited by TC-Titan: Dec 10 2015, 07:17 AM |
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Dec 10 2015, 09:30 AM
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All Stars
14,990 posts Joined: Jan 2003
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QUOTE(Le Don @ Dec 7 2015, 03:01 PM) He did As the old saying goes.. If you have 10mil.. It's easy to make 100mil. The hard part is making that 10mil Padini and Pop Huat doing great now |
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Dec 10 2015, 09:50 AM
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Senior Member
820 posts Joined: Mar 2014
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What the heck! Who kacau until like that! Drama
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Dec 10 2015, 10:59 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 10 2015, 09:50 AM) What the heck! Who kacau until like that! Drama What did u see? |
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Dec 10 2015, 11:19 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 10 2015, 10:59 AM) What did u see? Haha, i saw people playing with 1 lots to make a 5c different of up and down hahahaEh your Taan, super yeng. Can remember last time I was saying if can exceed around 4.30 then should be interesting. Now about 4.66 to 4.70 d. Target for 5.50 boleh? hahaha The recent dividend also quite nice. U bought at 3.20? Hmmm.. EPF seem to be disposing some shares lately. This post has been edited by TC-Titan: Dec 10 2015, 11:20 AM |
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Dec 10 2015, 11:25 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 10 2015, 11:19 AM) Haha, i saw people playing with 1 lots to make a 5c different of up and down hahaha My average price 3.73Eh your Taan, super yeng. Can remember last time I was saying if can exceed around 4.30 then should be interesting. Now about 4.66 to 4.70 d. Target for 5.50 boleh? hahaha The recent dividend also quite nice. U bought at 3.20? Hmmm.. EPF seem to be disposing some shares lately. It's been consistently paying 20 sen p.a. |
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Dec 10 2015, 11:38 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 10 2015, 11:25 AM) My average price 3.73 Nice 25% return d! It's been consistently paying 20 sen p.a. Lai lai search for more gems. This Pmetal seems very similar to SKPet. Both also heavy in USD, Debt and are cyclical counters. Price also macam the same performance. Both also have interesting prospects in the future. The only difference is who has the higher probability to fly up higher and faster. |
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Dec 10 2015, 11:51 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 10 2015, 11:38 AM) Nice 25% return d! Switch to WTK? Lai lai search for more gems. This Pmetal seems very similar to SKPet. Both also heavy in USD, Debt and are cyclical counters. Price also macam the same performance. Both also have interesting prospects in the future. The only difference is who has the higher probability to fly up higher and faster. |
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Dec 10 2015, 03:16 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 10 2015, 11:51 AM) Switch to WTK? Wah, the financials and chart macam roller coaster. Haha... looks similar to your taan on the some of the business part Need to do more homework first. |
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Dec 10 2015, 04:07 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 10 2015, 03:16 PM) Wah, the financials and chart macam roller coaster. Market cap TaAnn bigger Haha... looks similar to your taan on the some of the business part Need to do more homework first. The difference is in their oil palm division (TaAnn WAY bigger) Timber division their size almost similar WTK quite divvy kiamsiap |
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Dec 10 2015, 10:57 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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taann getting hotz haha. wish i have loaded some :/
dolmite today also alot of fireworks. latest Q forex 16mil. tengok saja. dun dare touch |
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Dec 11 2015, 08:13 AM
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Senior Member
820 posts Joined: Mar 2014
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Brent Crude is now below USD40. Can monitor for sales in O&G counters. But don't simply jump in... coz the low has not stabilise yet.
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Dec 11 2015, 08:44 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(cooldownguy86 @ Dec 10 2015, 10:57 PM) taann getting hotz haha. wish i have loaded some :/ Lee Cheng Hooi from Maybank wrote a bit on TaAnn in today's TheEdge Financial Daily. Can consider entering when the price corrects. His upside target profit price really... dolmite today also alot of fireworks. latest Q forex 16mil. tengok saja. dun dare touch But if it happens then Pinky has a bagger plus d hahaha |
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Dec 12 2015, 01:06 AM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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abg boon many good exporters stock out there. how to differentiate between good and better ones?
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Dec 12 2015, 11:42 AM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 12 2015, 01:06 AM) abg boon many good exporters stock out there. how to differentiate between good and better ones? I think the good ones are those that had been doing reasonably well already before the ringgit weakened considerably.The boost created by the forex rates is just the extra boost. I think such companies should do better than those who are now only doing good just because of the forex boost. |
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Dec 14 2015, 10:12 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 11 2015, 08:44 AM) Lee Cheng Hooi from Maybank wrote a bit on TaAnn in today's TheEdge Financial Daily. Can consider entering when the price corrects. His upside target profit price really... U mean this? But if it happens then Pinky has a bagger plus d hahaha http://www.theedgemarkets.com/my/article/t...ts-say-analysts |
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Dec 14 2015, 10:42 AM
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Junior Member
507 posts Joined: Mar 2011 From: Singapore
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What happened to the market today?
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Dec 14 2015, 11:01 AM
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Senior Member
2,173 posts Joined: May 2010
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QUOTE(MoneyMaker prince @ Dec 14 2015, 10:42 AM) What happened to the market today? Yea, red sea.. is it because investors are just watching on sidelines due to upcoming Fed's announcement? |
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Dec 14 2015, 11:04 AM
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Junior Member
507 posts Joined: Mar 2011 From: Singapore
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QUOTE(Kilohertz @ Dec 14 2015, 11:01 AM) Yea, red sea.. is it because investors are just watching on sidelines due to upcoming Fed's announcement? Possible... I thought I missed FED's announcement |
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Dec 14 2015, 04:21 PM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(MoneyMaker prince @ Dec 14 2015, 11:04 AM) Possible... I thought I missed FED's announcement you are prince leh .. how come you dont know lol anyway, maybe valuecap push down to accumulate leh ? lol » Click to show Spoiler - click again to hide... « |
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Dec 14 2015, 04:50 PM
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Junior Member
507 posts Joined: Mar 2011 From: Singapore
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QUOTE(kueyteowlou @ Dec 14 2015, 04:21 PM) you are prince leh .. how come you dont know lol Prince sometimes also will missed out important news one.. anyway, maybe valuecap push down to accumulate leh ? lol » Click to show Spoiler - click again to hide... « Unlikely because other countries also dropped badly. Singapore dropped more than 1% |
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Dec 15 2015, 07:29 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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Just realised top glov's q3 and q4 is 4 months apart while q4 and q1 reporting is only 2 months apart. Missed a good one :/
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Dec 15 2015, 08:14 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 15 2015, 07:29 PM) Just realised top glov's q3 and q4 is 4 months apart while q4 and q1 reporting is only 2 months apart. Missed a good one :/ ....what the lori question again? |
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Dec 15 2015, 08:35 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Dec 15 2015, 08:14 PM) ....what the lori question again? aji also. tengok tengok sekali sudah mari This post has been edited by cooldownguy86: Dec 15 2015, 08:41 PM |
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Dec 15 2015, 09:02 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 15 2015, 08:35 PM) haish din expect report to come out so fast else will use new lorry liao during correction last wk liao What happened to all your old lori? Sold ah ?aji also. tengok tengok sekali sudah mari |
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Dec 15 2015, 09:11 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Dec 15 2015, 09:02 PM) What happened to all your old lori? Sold ah ? old lori still got but not fully optimised still got some junks rubber run liao. furniture still got chance? must see tonight what uncle sam say but your favourite furniture already quite panas |
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Dec 15 2015, 11:36 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 14 2015, 10:12 AM) Sorry for the late reply. Was actually referring to this. Your BPP, Karex and TaAnn super naizzz! Too bad, i didn't get any of them. Wanted to wait to see what happens this week. Was targeting for BPP, Pmetal and SKPet. I am happy for Arank's performance though. Let's see if this average stock can get me a 50% return by end of this year. I'm still monitoring Pmetal to see if there is further bargain |
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Dec 16 2015, 09:20 AM
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Senior Member
16,872 posts Joined: Jun 2011
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What happened? Early morning so bullish
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Dec 16 2015, 09:30 AM
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Senior Member
1,449 posts Joined: Dec 2007
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QUOTE(Pink Spider @ Dec 16 2015, 09:20 AM) What happened? Early morning so bullish bull trap |
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Dec 16 2015, 09:32 AM
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Senior Member
1,177 posts Joined: Nov 2007
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I bought in on BPPLAS yesterday purely because of the Spider shilling for it. Now wondering if I should sell for a quick short term profit ( > 10% already).
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Dec 16 2015, 09:33 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(holybo @ Dec 16 2015, 09:30 AM) bull trap So, shall I take some profit off Ta Ann? |
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Dec 16 2015, 09:43 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(wankongyew @ Dec 16 2015, 09:32 AM) I bought in on BPPLAS yesterday purely because of the Spider shilling for it. Now wondering if I should sell for a quick short term profit ( > 10% already). Mana ada aku shilling? I'm just a noobie, jangan listen to my Holland beckoning calls |
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Dec 16 2015, 09:43 AM
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Senior Member
1,449 posts Joined: Dec 2007
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QUOTE(Pink Spider @ Dec 16 2015, 09:33 AM) So, shall I take some profit off Ta Ann? then dump to igbreit |
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Dec 16 2015, 10:00 AM
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Senior Member
1,407 posts Joined: Jan 2003 From: /k
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bpplas is nice
i think the sharks will come soon, maybe |
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Dec 16 2015, 11:26 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 15 2015, 11:36 PM) Sorry for the late reply. Was actually referring to this. Edge also talks about Ta Ann today Your BPP, Karex and TaAnn super naizzz! Too bad, i didn't get any of them. Wanted to wait to see what happens this week. Was targeting for BPP, Pmetal and SKPet. I am happy for Arank's performance though. Let's see if this average stock can get me a 50% return by end of this year. I'm still monitoring Pmetal to see if there is further bargain http://www.theedgemarkets.com/my/article/s...-ann-holdings-1 |
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Dec 16 2015, 11:27 AM
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Senior Member
1,389 posts Joined: Apr 2009
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How come still no news on Fed decision? Coming to midnight already.
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Dec 16 2015, 11:38 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 16 2015, 11:26 AM) You might like this too... from today's edge as well.  |
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Dec 16 2015, 11:41 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 16 2015, 11:38 AM) You might like this too... from today's edge as well. I pity FGV investors |
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Dec 16 2015, 11:48 AM
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Senior Member
1,449 posts Joined: Dec 2007
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QUOTE(Pink Spider @ Dec 16 2015, 11:41 AM) I pity FGV investors some of our money used to invest in FGV ady  |
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Dec 16 2015, 04:57 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Pop champagne day
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Dec 16 2015, 09:23 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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wa aji reli sudah gila... celaka :/
the only cacat stock in my watchlist is tienwah. aqua disguised as ah moi? This post has been edited by cooldownguy86: Dec 16 2015, 09:35 PM |
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Dec 16 2015, 09:43 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(cooldownguy86 @ Dec 16 2015, 09:23 PM) wa aji reli sudah gila... celaka :/ Tien Wah...used to be one of my baby...but long dumped. Hard to be positive on a company reliant on tobacco industry.the only cacat stock in my watchlist is tienwah. aqua disguised as ah moi? |
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Dec 16 2015, 10:38 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Pink Spider @ Dec 16 2015, 09:43 PM) Tien Wah...used to be one of my baby...but long dumped. Hard to be positive on a company reliant on tobacco industry. If annualise latest eps can get rm6 that's like more than 2x current price. Of coz consistency is a question but seems like upside way more than downside and worth a betliquidity is a concern and the only big fund is ltat. funds help to goreng and add msg like Aji This post has been edited by cooldownguy86: Dec 16 2015, 10:43 PM |
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Dec 17 2015, 08:37 AM
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Senior Member
4,093 posts Joined: Jul 2011
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Any comment on Lcth? Don't know whether today can move or not
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Dec 17 2015, 02:57 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Padini 1.90...only yielding 5.3%. Time to run?
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Dec 17 2015, 03:02 PM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(Pink Spider @ Dec 17 2015, 02:57 PM) Padini 1.90...only yielding 5.3%. Time to run? Keep lah. 4% then can consider to sell.PoHuat really popping today This post has been edited by Le Don: Dec 17 2015, 03:03 PM |
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Dec 17 2015, 03:04 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Le Don @ Dec 17 2015, 03:02 PM) Keep lah. 4% then can consider to sell. 4%? That's RM2.50 TP. Ambitious nya PoHuat really popping today |
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Dec 17 2015, 03:10 PM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(Pink Spider @ Dec 17 2015, 03:04 PM) 4%? That's RM2.50 TP. Ambitious nya TP 2.10FD is ard 4%. So above that, still worth to keep |
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Dec 17 2015, 03:26 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 15 2015, 09:11 PM) old lori still got but not fully optimised still got some junks rubber run liao. furniture still got chance? must see tonight what uncle sam say but your favourite furniture already quite panas Rubber still lari. Profit big la you. |
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Dec 17 2015, 03:52 PM
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Elite
4,420 posts Joined: Jan 2003
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Topglov hot hot hot
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Dec 17 2015, 03:53 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Dec 17 2015, 03:26 PM) Rubber still lari. Profit big la you. Furniture maybe got chance |
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Dec 17 2015, 04:07 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 17 2015, 03:53 PM) Haish could have been a bigger part of my portfolio :/ Never mind laaaa....Furniture maybe got chance There's always another big trend.... Just got to wait for it.... |
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Dec 17 2015, 04:12 PM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(cooldownguy86 @ Dec 17 2015, 03:53 PM) Furniture maybe got chance Maybe u can consider lii hen, hevea or pohuatThis post has been edited by Le Don: Dec 17 2015, 04:20 PM |
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Dec 17 2015, 04:39 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 17 2015, 03:53 PM) Haish could have been a bigger part of my portfolio :/ Some links might interest you...Furniture maybe got chance China's production is increasing. Nov 2015: http://www.fordaq.com/fordaq/news/China_pa...rket_44508.html and we know that in the US, a major particle board plant is in the works... http://www.washingtontimes.com/news/2015/o...ing-facility-p/ These are supported by older news/reports talking about the huge mega boom... http://www.fdmcdigital.com/Global_particle...om_by_2017.html http://www.wbpionline.com/features/global-...eboard-4376280/ Oversupply fears/risk? China as a player, could be a price dumper... US might just produce more for their own usage.... *and China and US are actually the largest global producer* However, if you see the below link (Sep 2015) http://www.indexbox.co.uk/news/Canada-in-C...Board-Trade%20/ QUOTE The recovery of the housing industry in North America will not only drive economic growth on the local level, but will influence the main trading partners of these countries across the globe. Other key regions, such as South America and Asia, will also serve as drivers of global demand. However, despite high production volumes, the U.S. and Canada are unlikely to be able to meet an increasing demand for particle board of wood, thus some capacity constraints are likely to be experienced by the industry, turning North America into an attractive target export market over the next five years. Canada dominates in the global particle board and similar board of wood trade and took the third spot in production. In 2014, Canada exported 61.4% of its total particle board and similar board of wood output. Of this amount, 68% was supplied to the United States, where Canadian particle board and similar board of wood held a 17.7% share of total U.S. consumption. In 2014, the U.S. (18%), Germany (10%), Russia (5%), Italy (5%) and Poland (5%) were the leading destinations of particle board and similar board of wood imports, together making up 42% of global imports in physical terms and 39% in value terms. And while the share of Russia increased, the share of the U.S. illustrated negative dynamics. The shares of the other countries remained relatively stable throughout the analyzed period. In 2014, Canada and Germany were the main global suppliers of particle board and similar board of wood with a combined share of 28% of global exports in physical terms and 26% in value terms. However, the fastest growing suppliers from 2007 to 2014 were Romania (+31% per year) and Latvia (+19% per year). Despite being the largest global producers of particle board and similar board of wood, China, the U.S. and Russia did not export much of their production,meaning that it was either domestically consumed, or put in storage |
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Dec 17 2015, 10:29 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Dec 17 2015, 04:39 PM) Some links might interest you... wa tipsy China's production is increasing. Nov 2015: http://www.fordaq.com/fordaq/news/China_pa...rket_44508.html and we know that in the US, a major particle board plant is in the works... http://www.washingtontimes.com/news/2015/o...ing-facility-p/ These are supported by older news/reports talking about the huge mega boom... http://www.fdmcdigital.com/Global_particle...om_by_2017.html http://www.wbpionline.com/features/global-...eboard-4376280/ Oversupply fears/risk? China as a player, could be a price dumper... US might just produce more for their own usage.... *and China and US are actually the largest global producer* However, if you see the below link (Sep 2015) http://www.indexbox.co.uk/news/Canada-in-C...Board-Trade%20/ |
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Dec 17 2015, 10:32 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 17 2015, 10:29 PM) wa tipsy I am the one that need tips laaaa....... another 40% can ah? |
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Dec 17 2015, 11:00 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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dun like that leh i just small fry only haha
i'm not so sure if your favourite ah moi can run 40%. but got cimb suppork. in terms of valuations there are other better ones but might not have suppork. If there are two stocks: 1. 20% upside (based on EPS) with funds suppork. 2. 40% upside but no funds suppork. Which one would abg choose? Other than furniture i think another with upside is tienwah but liquidity and shareholding is a concern. Of course we are also not sure if it can sustain the last Q performance. This post has been edited by cooldownguy86: Dec 17 2015, 11:03 PM |
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Dec 17 2015, 11:11 PM
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All Stars
15,942 posts Joined: Jun 2008
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QUOTE(cooldownguy86 @ Dec 17 2015, 11:00 PM) dun like that leh i just small fry only haha i'm not so sure if your favourite ah moi can run 40%. but got cimb suppork. in terms of valuations there are other better ones but might not have suppork. If there are two stocks: 1. 20% upside (based on EPS) with funds suppork. 2. 40% upside but no funds suppork. Which one would abg choose? Other than furniture i think another with upside is tienwah but liquidity and shareholding is a concern. Of course we are also not sure if it can sustain the last Q performance. Strong hands is always important. It's like music. You might have a great sound but if you got nobody actually buying your works, how? Tienwah... it's a bit tricky.... it could go either way. I am not too comfortable to make a solid judgement on it. |
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Dec 17 2015, 11:32 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Boon3 @ Dec 17 2015, 11:11 PM) Strong hands is always important. It's like music. You might have a great sound but if you got nobody actually buying your works, how? Tienwah... it's a bit tricky.... it could go either way. I am not too comfortable to make a solid judgement on it. but i can't agree more hehe i miss your charts leh. haha PS: just realised pohuat results coming out soon better load up some furniture first hehe This post has been edited by cooldownguy86: Dec 17 2015, 11:39 PM |
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Dec 18 2015, 01:16 PM
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Junior Member
354 posts Joined: Aug 2014
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Padini 2.00 soon
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Dec 18 2015, 01:38 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Le Don @ Dec 18 2015, 01:16 PM) Padini 2.00 soon When...to...sell? |
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Dec 18 2015, 01:44 PM
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Junior Member
354 posts Joined: Aug 2014
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QUOTE(Pink Spider @ Dec 18 2015, 01:38 PM) When...to...sell? Never? If u want to lock profit, above 2.00 would be good based on the long term chart |
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Dec 18 2015, 01:45 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(Le Don @ Dec 18 2015, 01:44 PM) Never? My holding is too small to lock profit...more likely will sell all If u want to lock profit, above 2.00 would be good based on the long term chart Long term chart...show resistance at 2.30 Eh wait, aku ni no chartist! |
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Dec 18 2015, 03:13 PM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(Pink Spider @ Dec 18 2015, 01:45 PM) My holding is too small to lock profit...more likely will sell all Long term chart...show resistance at 2.30 Eh wait, aku ni no chartist! why not GBGQRS |
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Dec 18 2015, 03:20 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(kueyteowlou @ Dec 18 2015, 03:13 PM) why not GBGQRS |
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Dec 18 2015, 03:23 PM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(Pink Spider @ Dec 18 2015, 03:20 PM) apatu this stupid stock... the name damn hard to memorize...pardon me lol » Click to show Spoiler - click again to hide... « |
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Dec 18 2015, 03:35 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(kueyteowlou @ Dec 18 2015, 03:23 PM) this stupid stock... the name damn hard to memorize... syarikat rugi duit...jangan la pardon me lol » Click to show Spoiler - click again to hide... « |
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Dec 18 2015, 03:40 PM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(Pink Spider @ Dec 18 2015, 03:35 PM) syarikat rugi duit...jangan la haha who knows some day it will come.... |
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Dec 18 2015, 03:47 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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Comcorp. Gila 40% today. Potential Upside 100%
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Dec 18 2015, 03:48 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(kueyteowlou @ Dec 18 2015, 03:40 PM) haha who knows some day it will come.... I only invest in fundamentally solid stocks  |
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Dec 18 2015, 03:55 PM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(Pink Spider @ Dec 18 2015, 03:48 PM) I only invest in fundamentally solid stocks pmetal used to be like that also.... |
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Dec 18 2015, 04:16 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(kueyteowlou @ Dec 18 2015, 03:55 PM) pmetal used to be like that also.... Forex je, unrealised loss |
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Dec 18 2015, 04:19 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(cooldownguy86 @ Dec 18 2015, 03:47 PM) Comcorp. Gila 40% today. Potential Upside 100% Everyone so gungho over turnaround counter. Let's see if can exceed NTA level before market closes today This post has been edited by TC-Titan: Dec 18 2015, 04:20 PM |
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Dec 18 2015, 04:22 PM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(cooldownguy86 @ Dec 18 2015, 03:47 PM) Comcorp. Gila 40% today. Potential Upside 100% wa good spot ! limit up counter !hoseh lo u |
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Dec 18 2015, 04:23 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(kueyteowlou @ Dec 18 2015, 04:22 PM) wa good spot ! limit up counter ! Bought abit nia. Dun dare to Hentam. See also scaredhoseh lo u |
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Dec 18 2015, 04:25 PM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(cooldownguy86 @ Dec 18 2015, 04:23 PM) Bought abit nia. Dun dare to Hentam. See also scared tonight can buy a lot of nasi lemak bumbung ! |
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Dec 21 2015, 09:59 AM
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Senior Member
820 posts Joined: Mar 2014
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Hmmmm what are the odds of this stocks falling further:
1. BAT falling to 50 and perhaps even to 45. 2. Genting to 6.50 then 5.50 3. SKPetro to 1.65 then 1.55 |
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Dec 21 2015, 10:00 AM
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Senior Member
16,872 posts Joined: Jun 2011
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BAT I think is very possible
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Dec 21 2015, 10:03 AM
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Senior Member
4,093 posts Joined: Jul 2011
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hahaha i think we should look at more on small cap stocks which will generate more profits to us and higher potential ...
all of the bulu chip too expensive for young boy like me... it is safe but it takes age to earn back the cost |
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Dec 21 2015, 10:08 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(kueyteowlou @ Dec 21 2015, 10:03 AM) hahaha i think we should look at more on small cap stocks which will generate more profits to us and higher potential ... Agreed.all of the bulu chip too expensive for young boy like me... it is safe but it takes age to earn back the cost Almost all of the big caps under my radar (Maybank, HLB, Tenaga, PPB, DiGi) have limited upside potential IMHO. Talkin' of large caps... » Click to show Spoiler - click again to hide... « This post has been edited by Pink Spider: Dec 21 2015, 10:09 AM |
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Dec 21 2015, 10:10 AM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(Pink Spider @ Dec 21 2015, 10:08 AM) Agreed. Almost all of the big caps under my radar (Maybank, HLB, Tenaga, PPB, DiGi) have limited upside potential IMHO. Talkin' of large caps... » Click to show Spoiler - click again to hide... « i am not really a big cap fans... so i have no comment for you sorry.. hehe |
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Dec 21 2015, 10:10 AM
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Senior Member
4,093 posts Joined: Jul 2011
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anyway pmetal you should try to reduce position...
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Dec 21 2015, 10:12 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(kueyteowlou @ Dec 21 2015, 10:10 AM) anyway pmetal you should try to reduce position... It's my 2nd smallest holding after BPPLAS, still got plenty of room to average down Long term I'm positive on this stok QUOTE(kueyteowlou @ Dec 21 2015, 10:10 AM) i am not really a big cap fans... so i have no comment for you sorry.. hehe This post has been edited by Pink Spider: Dec 21 2015, 10:14 AM |
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Dec 21 2015, 10:16 AM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(Pink Spider @ Dec 21 2015, 10:12 AM) It's my 2nd smallest holding after BPPLAS, still got plenty of room to average down every stock there is a guardian protecting it...Long term I'm positive on this stok Ta Ann consider big cap? a stock without guardian but just relying on public ... no way can go further.... » Click to show Spoiler - click again to hide... « This post has been edited by kueyteowlou: Dec 21 2015, 10:16 AM |
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Dec 21 2015, 10:57 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Ta Ann sangat kuat leh...tempted to take profit off
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Dec 21 2015, 02:43 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 21 2015, 10:57 AM) Ta Ann sangat kuat leh...tempted to take profit off hold on first.... more to come bro..... i called for it since 3.50 days... |
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Dec 21 2015, 02:49 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 21 2015, 02:43 PM) hold on first.... more to come bro..... Ada meh??? i called for it since 3.50 days... U not one of the sceptics who called my Ta Ann pick bluff? |
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Dec 21 2015, 03:39 PM
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Senior Member
820 posts Joined: Mar 2014
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I think it depends on the counters you are investing in. Doesn't matter whether big, small, penny or even rubbish stock.
Most important is you know what you are doing and what to expect from it. There are 3 counters I spotted previously but didn't have sufficient funds and bola at that point in time to enter coz I always had the mindset to buy good things cheap... 1. Petdag. Spotted this stock at 15.5 on Jan'15. Flew up to 25 now. 2. BAT. Spotted at 57 plus in June'15. Could have traded a few times and grabbed some divs. 3. PCHEM. Spotted at around 5.10. Flew up to 7 now. Good opportunities for some counters don't always come around that frequently. When they do, must be ready to grab them. |
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Dec 21 2015, 03:53 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 21 2015, 03:39 PM) I think it depends on the counters you are investing in. Doesn't matter whether big, small, penny or even rubbish stock. Maybank. 8.20 now Most important is you know what you are doing and what to expect from it. There are 3 counters I spotted previously but didn't have sufficient funds and bola at that point in time to enter coz I always had the mindset to buy good things cheap... 1. Petdag. Spotted this stock at 15.5 on Jan'15. Flew up to 25 now. 2. BAT. Spotted at 57 plus in June'15. Could have traded a few times and grabbed some divs. 3. PCHEM. Spotted at around 5.10. Flew up to 7 now. Good opportunities for some counters don't always come around that frequently. When they do, must be ready to grab them. |
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Dec 21 2015, 05:15 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 21 2015, 02:49 PM) Ada meh??? lol, i swear it was not me..... i picked this during june/july period.... my mates know.... U not one of the sceptics who called my Ta Ann pick bluff? |
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Dec 21 2015, 05:19 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(tehoice @ Dec 21 2015, 05:15 PM) lol, i swear it was not me..... i picked this during june/july period.... my mates know.... Your mates = your guppies? Haha yes, they can vouch for you. |
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Dec 21 2015, 05:21 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(TC-Titan @ Dec 21 2015, 05:19 PM) Your mates = your guppies? Haha yes, they can vouch for you. lol... dont belip me? |
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Dec 21 2015, 05:24 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 21 2015, 05:15 PM) lol, i swear it was not me..... i picked this during june/july period.... my mates know.... WHY U NO MAKE IT CLOSE AT 5.00??? |
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Dec 21 2015, 06:04 PM
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Junior Member
354 posts Joined: Aug 2014
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No bad po huat today. Got declares 2 cents dividend too
Padini also hanging quite strong Taann flying up This post has been edited by Le Don: Dec 21 2015, 06:07 PM |
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Dec 21 2015, 06:14 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 21 2015, 05:24 PM) WHY U NO MAKE IT CLOSE AT 5.00??? i picked but i can't dictate la boss... you think i siapa??? |
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Dec 22 2015, 09:05 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 21 2015, 06:14 PM) i picked but i can't dictate la boss... you think i siapa??? Ikan jerung |
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Dec 22 2015, 09:34 AM
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Junior Member
268 posts Joined: Apr 2014 From: dont harash me
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top glove flying for a few days already.
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Dec 22 2015, 09:48 AM
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Senior Member
2,906 posts Joined: May 2015
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Lots of small caps flying this morning. Axiata is one of the top gainers this morning.
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Dec 22 2015, 10:15 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 22 2015, 09:05 AM) Ikan jerung big shark? where?  QUOTE(kennykong85 @ Dec 22 2015, 09:34 AM) top glove flying for a few days already. few days only? |
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Dec 22 2015, 10:18 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Btw, today BPPLAS quite nice
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Dec 22 2015, 11:04 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 22 2015, 10:18 AM) Btw, today BPPLAS quite nice how many vietmoi nite made? |
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Dec 22 2015, 11:10 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 22 2015, 11:04 AM) how many vietmoi nite made? too small holding, only profited 3 shots |
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Dec 22 2015, 11:39 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 22 2015, 11:10 AM) too small holding, only profited 3 shots assuming 1 shot is RM300, 3 shots = 900, not too bad mah, for a small holding. haha....anyway, any opinion on gamuda? |
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Dec 22 2015, 11:49 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 22 2015, 11:39 AM) assuming 1 shot is RM300, 3 shots = 900, not too bad mah, for a small holding. haha.... U obviously is not a cheongster, harga pun x tau anyway, any opinion on gamuda? Back to topic... Gamuda...good proxy to ride on infra spending by gomen And big chunk of its earnings (I think 50%) are recurring, from toll concessions. Resilient. Only drawback is, very heavily geared |
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Dec 22 2015, 12:01 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 22 2015, 11:49 AM) U obviously is not a cheongster, harga pun x tau what's cheong? Back to topic... Gamuda...good proxy to ride on infra spending by gomen And big chunk of its earnings (I think 50%) are recurring, from toll concessions. Resilient. Only drawback is, very heavily geared yeah, agree with you on its recurrent earnings and current spending spree by the gomen on all the mrt,lrt,ktm,erl, etc. lol.... i think it's pretty normal for company of such nature to be highly geared.... they can't sustain with just equity funding right? compare to the peers in the same industry, all of them also highly geared right? but what's the cash and liquidity ratio like? by the way, what are the general criteria for your holistic investment? |
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Dec 22 2015, 12:34 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 22 2015, 11:49 AM) Gamuda...good proxy to ride on infra spending by gomen Hmmmm I can't remember where I read on Gamuda intending to sell their toll biz to focus on property development and construction.And big chunk of its earnings (I think 50%) are recurring, from toll concessions. Resilient. Only drawback is, very heavily geared But I doubt this will happen anytime soon. |
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Dec 22 2015, 01:12 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 22 2015, 12:01 PM) what's cheong? cheong is...money for s*x yeah, agree with you on its recurrent earnings and current spending spree by the gomen on all the mrt,lrt,ktm,erl, etc. lol.... i think it's pretty normal for company of such nature to be highly geared.... they can't sustain with just equity funding right? compare to the peers in the same industry, all of them also highly geared right? but what's the cash and liquidity ratio like? by the way, what are the general criteria for your holistic investment?  Errr...my company is in construction and property, and we generally don't borrow except for hire purchase financing I think their recurring concession earnings allow them to be aggressively geared, as the cash flow is so predictable. 1. MUST be paying dividends 2. I generally don't like highly geared companies (in b4 someone will point out that PMETAL is highly geared )3. Superior profit margins 4. GROWTH (topline and margins) QUOTE(TC-Titan @ Dec 22 2015, 12:34 PM) Hmmmm I can't remember where I read on Gamuda intending to sell their toll biz to focus on property development and construction. So lucrative, why would they sell? The margins are like But I doubt this will happen anytime soon. Less than half of Group revenue, but almost half (I think more than half) of earnings. This post has been edited by Pink Spider: Dec 22 2015, 01:14 PM |
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Dec 22 2015, 01:57 PM
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Senior Member
820 posts Joined: Mar 2014
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SKPetro results are out.
Question is whether the share price has factored in their expected results performance.... or can we expect the share price to dip further? |
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Dec 22 2015, 03:03 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 22 2015, 01:12 PM) cheong is...money for s*x is your coompany a bigggg player? from what i see, the industry players are geared to certain extend...Errr...my company is in construction and property, and we generally don't borrow except for hire purchase financing I think their recurring concession earnings allow them to be aggressively geared, as the cash flow is so predictable. 1. MUST be paying dividends 2. I generally don't like highly geared companies (in b4 someone will point out that PMETAL is highly geared )3. Superior profit margins 4. GROWTH (topline and margins) So lucrative, why would they sell? The margins are like Less than half of Group revenue, but almost half (I think more than half) of earnings. agree with you that their predictable cash flow allows them to borrow a lot. just like telco company... only 4 criteria nia? how about liquidity ratios? any of those? |
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Dec 22 2015, 03:08 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 22 2015, 03:03 PM) is your coompany a bigggg player? from what i see, the industry players are geared to certain extend... My stocks analysis worksheet quite simplistic niaagree with you that their predictable cash flow allows them to borrow a lot. just like telco company... only 4 criteria nia? how about liquidity ratios? any of those? I don't analyse cash flows, just glance thru the cash flows statements and see bank and cash balances changes from period to period. And and and, I only buy companies whose business I can ROUGHLY comprehend. That's why I usually shy away from fancy tech stocks. This post has been edited by Pink Spider: Dec 22 2015, 03:08 PM |
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Dec 22 2015, 03:27 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Gamuda terbang liao
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Dec 22 2015, 03:29 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 22 2015, 03:08 PM) My stocks analysis worksheet quite simplistic nia i see............ usually how many years of historical data you look at?I don't analyse cash flows, just glance thru the cash flows statements and see bank and cash balances changes from period to period. And and and, I only buy companies whose business I can ROUGHLY comprehend. That's why I usually shy away from fancy tech stocks. tech stocks are usually trading at exorbitant PE, at least to me.... don't really fancy them too.... QUOTE(Pink Spider @ Dec 22 2015, 03:27 PM) Gamuda terbang liao oopsss, while we're talking and it took off ady... |
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Dec 22 2015, 03:33 PM
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Senior Member
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QUOTE(tehoice @ Dec 22 2015, 03:29 PM) i see............ usually how many years of historical data you look at? Condomman PE also exorbitant tech stocks are usually trading at exorbitant PE, at least to me.... don't really fancy them too.... oopsss, while we're talking and it took off ady... At least 5 years financials |
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Dec 22 2015, 04:12 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 22 2015, 03:33 PM) Condomman PE also exorbitant rubber is recession proof! no matter what market condition it is, ppl will still cheong and hence boost the business.... At least 5 years financials |
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Dec 23 2015, 09:26 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Any comments on UOADEV?
Tempted to shift from UOAREIT to UOADEV. Roughly 10% of UOADEV net assets are in UOAREIT, and UOADEV also got some investment assets like Nexus Bangsar South. |
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Dec 23 2015, 09:28 AM
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Senior Member
820 posts Joined: Mar 2014
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Wah... after Bone's write-up on Century... the share price gap up d.
Seems like no more negative sentiment and everyone is aiming to get close to the TP of 1.20 |
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Dec 23 2015, 09:29 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 23 2015, 09:28 AM) Wah... after Bone's write-up on Century... the share price gap up d. U mean Century Logistics?Seems like no more negative sentiment and everyone is aiming to get close to the TP of 1.20 Decent company. Just that the Nestle litigation is an overhang on its share price. |
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Dec 23 2015, 09:33 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 23 2015, 09:29 AM) U mean Century Logistics? Yeap. Seems like the hangover is no biggy. Decent company. Just that the Nestle litigation is an overhang on its share price. Was surprised that the price was pushed up yesterday from 79c to 84c. After Bone's write-up, now 88.5c highest. This post has been edited by TC-Titan: Dec 23 2015, 09:37 AM |
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Dec 23 2015, 09:57 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Cashed out my paper gain from Ta Ann
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Dec 23 2015, 02:02 PM
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820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 23 2015, 09:57 AM) Cashed out my paper gain from Ta Ann So that means u sold partial only coz your siggy still showing Ta Ann? |
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Dec 23 2015, 02:04 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 23 2015, 02:02 PM) So that means u sold partial only coz your siggy still showing Ta Ann? Only sold about 1/5, cash out the paper gain only. |
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Dec 23 2015, 02:16 PM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 23 2015, 02:04 PM) Only sold about 1/5, cash out the paper gain only. Cantik! Hope for more shots |
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Dec 23 2015, 04:52 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Wow Ta Ann broke and close above RM5.00 finally
Lucky I only cashed out a bit, leave big bulk to continue the ride |
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Dec 23 2015, 04:57 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 23 2015, 04:52 PM) Wow Ta Ann broke and close above RM5.00 finally told you not to sell lokkkk.... more to come Lucky I only cashed out a bit, leave big bulk to continue the ride |
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Dec 23 2015, 04:59 PM
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16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 23 2015, 04:57 PM) told you not to sell lokkkk.... more to come Takpe lar IMHO upside<downside Better take out some cash dulu My sell orders for UOAREIT also taken...now got ammo liao...ada apa tipsy |
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Dec 23 2015, 05:13 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 23 2015, 04:59 PM) Takpe lar get amoi to get tipsy... then can IMHO upside<downside Better take out some cash dulu My sell orders for UOAREIT also taken...now got ammo liao...ada apa tipsy do you look at property counter? |
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Dec 23 2015, 05:14 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 23 2015, 05:13 PM) get amoi to get tipsy... then can UOADEV attracts me do you look at property counter? Matrix also looks interesting This post has been edited by Pink Spider: Dec 23 2015, 05:15 PM |
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Dec 23 2015, 05:29 PM
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Junior Member
29 posts Joined: Dec 2015
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Is it window dressing period now?
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Dec 23 2015, 05:35 PM
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Senior Member
16,872 posts Joined: Jun 2011
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Fund managers pushing up their stocks before next week clear block leave
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Dec 23 2015, 05:41 PM
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Junior Member
29 posts Joined: Dec 2015
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Or could it be Valuecap coming it at this moment?
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Dec 23 2015, 06:08 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 23 2015, 05:14 PM) UOADEV attracts me how about huayang? promising it seems.....Matrix also looks interesting |
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Dec 23 2015, 06:09 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 23 2015, 05:35 PM) Fund managers pushing up their stocks before next week clear block leave yup yup, clearing shitsss up..... offf for the next 10 days QUOTE(RedWhiteWine @ Dec 23 2015, 05:41 PM) Or could it be Valuecap coming it at this moment? not yet boss..... not so soon i guess... |
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Dec 23 2015, 06:16 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 23 2015, 06:08 PM) how about huayang? promising it seems..... Thanks for the tipsy...esok holiday, research at home |
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Dec 23 2015, 06:23 PM
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Junior Member
29 posts Joined: Dec 2015
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QUOTE(tehoice @ Dec 23 2015, 06:09 PM) not yet boss..... not so soon i guess... would we know when it happens? |
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Dec 23 2015, 09:03 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 23 2015, 06:16 PM) Thanks for the tipsy...esok holiday, research at home in terms of financial ratios, it looks okay.... let me know what's your take.... leavin office! finally! can go for long break liao! QUOTE(RedWhiteWine @ Dec 23 2015, 06:23 PM) would we know when it happens? we just gotta watch out for newsss...... |
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Dec 23 2015, 10:28 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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anyone saw cheewah? report say Q1 and Q3 will have seasonally lower earnings but latest Q1 EPS is 6.6cents. If annualise with PE8 potentially got 50% upside
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Dec 24 2015, 10:22 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 23 2015, 09:03 PM) in terms of financial ratios, it looks okay.... let me know what's your take.... leavin office! finally! can go for long break liao! Huayang - not positive (well, which developer are positive nowadays? ). Most are forecasting stagnant or even negative growth for the next 2 coming financial years. But their dividends are a sweetener (6-7% wor ). Quite defensive in that they're mostly into affordable housing (<RM500,000, though to be honest I wish "affordable" to mean RM400,000 and below). But I still prefer UOA for their superior margins, net cash position, it's having >10% of its net assets invested in UOAREIT and it having some investment assets e.g. Nexus@Bangsar South, which will guarantee recurring income. Me a conservative investor mar This post has been edited by Pink Spider: Dec 24 2015, 10:25 AM |
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Dec 24 2015, 10:48 AM
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Senior Member
1,938 posts Joined: Nov 2009 From: Bolehland
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Merry Christmas kaki2 bursa~
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Dec 24 2015, 10:59 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(zDarkForceSz @ Dec 24 2015, 10:48 AM) Merry Christmas kaki2 bursa~ Bila mau belanja roti canai? |
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Dec 24 2015, 12:53 PM
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Senior Member
1,215 posts Joined: Jul 2009 From: Penang Island 
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today stock market also holiday?
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Dec 24 2015, 01:00 PM
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Senior Member
2,906 posts Joined: May 2015
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QUOTE(yahiko @ Dec 24 2015, 12:53 PM) today stock market also holiday? Yeah, tomorrow also close. Come back next Monday. |
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Dec 24 2015, 02:05 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(yahiko @ Dec 24 2015, 12:53 PM) today stock market also holiday? Ini negara Islam |
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Dec 26 2015, 01:25 AM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 24 2015, 10:22 AM) To be frank with u, my stocks analysis model is very rudimentary, and not good for analysing construction and property stocks, which usually have erratic revenue and earnings growth patterns. So, my opinion on these sectors are purely based on seeing analysts projections, reading their commentary and forming my own opinion. yeah... agree with you.. but as for hua yang, they positioned themselves in the affordable range type, which i think around 500k is still pretty affordable la, given nowadays are all easily a mil and above... PE is only 4.xx right? kinda low, don't you think so? margins are not as good as UOA, but they are several projects in the pipeline... coupled with high dividends yield, not good enough to buy? hmmm........ Huayang - not positive (well, which developer are positive nowadays? ). Most are forecasting stagnant or even negative growth for the next 2 coming financial years. But their dividends are a sweetener (6-7% wor ). Quite defensive in that they're mostly into affordable housing (<RM500,000, though to be honest I wish "affordable" to mean RM400,000 and below). But I still prefer UOA for their superior margins, net cash position, it's having >10% of its net assets invested in UOAREIT and it having some investment assets e.g. Nexus@Bangsar South, which will guarantee recurring income. Me a conservative investor mar merry christmas by the way... |
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Dec 26 2015, 01:33 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 26 2015, 01:25 AM) yeah... agree with you.. but as for hua yang, they positioned themselves in the affordable range type, which i think around 500k is still pretty affordable la, given nowadays are all easily a mil and above... PE is only 4.xx right? kinda low, don't you think so? margins are not as good as UOA, but they are several projects in the pipeline... coupled with high dividends yield, not good enough to buy? hmmm........ How about IGB Corp?merry christmas by the way... Close to 2-year low... MidValley office towers...near 100% occupancy Upcoming Southkey Megamall... Similar to UOA, has sizable investment assets for the recurring cash flows Agree with u on the low P/E and divvy yield, but my personal preference is for companies with strong, predictable cash flows, hence I'd prefer IGB and UOA over Huayang and Mah Sing (yeah, Mah Sing has been always on my radar )This post has been edited by Pink Spider: Dec 26 2015, 01:35 AM |
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Dec 26 2015, 02:35 AM
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Senior Member
2,677 posts Joined: Dec 2010
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QUOTE(Pink Spider @ Dec 26 2015, 01:33 AM) How about IGB Corp? If I am not mistaken IGB was to be taken private @ 2.80. Close to 2-year low... MidValley office towers...near 100% occupancy Upcoming Southkey Megamall... Similar to UOA, has sizable investment assets for the recurring cash flows Agree with u on the low P/E and divvy yield, but my personal preference is for companies with strong, predictable cash flows, hence I'd prefer IGB and UOA over Huayang and Mah Sing (yeah, Mah Sing has been always on my radar ) |
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Dec 26 2015, 09:19 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(CP88 @ Dec 26 2015, 02:35 AM) If I am not mistaken IGB was to be taken private @ 2.80. Bukan passed liao meh? Eh, if u buy now, and accept the offer, safe and guaranteeed 22.2707423580786% neh Edit: As at 18-Dec-15 Goldis already holding 73.43% of IGB Corp http://www.bursamalaysia.com/market/listed...cements/4955057 This post has been edited by Pink Spider: Dec 26 2015, 09:23 AM |
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Dec 26 2015, 09:49 AM
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Senior Member
852 posts Joined: Jan 2015
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QUOTE(Pink Spider @ Dec 26 2015, 01:33 AM) How about IGB Corp? What is your opinion on Tropicana? PE is are 3-4%, div yield 5%. P/B is 0.4-0.5.Close to 2-year low... MidValley office towers...near 100% occupancy Upcoming Southkey Megamall... Similar to UOA, has sizable investment assets for the recurring cash flows Agree with u on the low P/E and divvy yield, but my personal preference is for companies with strong, predictable cash flows, hence I'd prefer IGB and UOA over Huayang and Mah Sing (yeah, Mah Sing has been always on my radar ) |
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Dec 26 2015, 09:58 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(CAFE21 @ Dec 26 2015, 09:49 AM) What is your opinion on Tropicana? PE is are 3-4%, div yield 5%. P/B is 0.4-0.5. As per my comment above, I prefer developers with significant investment properties.I may be wrong, but it's just my personal preference This post has been edited by Pink Spider: Dec 26 2015, 10:07 AM |
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Dec 26 2015, 10:51 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(CAFE21 @ Dec 26 2015, 09:49 AM) What is your opinion on Tropicana? PE is are 3-4%, div yield 5%. P/B is 0.4-0.5. Trop has a lot of projects (existing and future) in their pipeline. They are trying quite hard to compete with Eco World, SP Setia etc.Some of the ratios and fundamentals look good. But the problem i think is... you must know who directly or indirectly runs the show. VT loves to mess around with his counters, therefore slaughtering a lot of retailers. DT on the other hand seems to be doing it very mild. Not easy to figure out their game plan and when they wana push up this counter. The above is just my opinion ya. |
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Dec 26 2015, 10:53 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 26 2015, 10:51 AM) Trop has a lot of projects (existing and future) in their pipeline. They are trying quite hard to compete with Eco World, SP Setia etc. Siapa DT?Some of the ratios and fundamentals look good. But the problem i think is... you must know who directly or indirectly runs the show. VT loves to mess around with his counters, therefore slaughtering a lot of retailers. DT on the other hand seems to be doing it very mild. Not easy to figure out their game plan and when they wana push up this counter. The above is just my opinion ya. |
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Dec 26 2015, 11:04 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 26 2015, 10:53 AM) Siapa DT? Unker Danny Tan Chee Sing. |
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Dec 26 2015, 11:10 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 26 2015, 11:04 AM) Unker Danny Tan Chee Sing. His dotter  http://trop.irplc.com/investor-relations/i...tml/page59.html http://trop.irplc.com/investor-relations/i...tml/page51.html |
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Dec 26 2015, 11:15 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 26 2015, 11:10 AM) His dotter hahaha so fast look for drillz! http://trop.irplc.com/investor-relations/i...tml/page59.html http://trop.irplc.com/investor-relations/i...tml/page51.html A lot of property Taikor, their daughters look nice.... |
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Dec 26 2015, 11:16 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 26 2015, 11:15 AM) hahaha so fast look for drillz! but my boss punya dotter... A lot of property Taikor, their daughters look nice.... back to topic... What do u think of UOA and IGB...fundamentally of course This post has been edited by Pink Spider: Dec 26 2015, 11:17 AM |
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Dec 26 2015, 11:53 AM
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Senior Member
820 posts Joined: Mar 2014
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QUOTE(Pink Spider @ Dec 26 2015, 11:16 AM) but my boss punya dotter... Hmmmm.. ok i study later.back to topic... What do u think of UOA and IGB...fundamentally of course Pss: take a look at Scable Study first, then let me know if can > your PMetal and TaAnn |
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Dec 26 2015, 12:01 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(TC-Titan @ Dec 26 2015, 11:53 AM) Hmmmm.. ok i study later. Ta Ann dah terbang, IMHO don't enter anymore, but if dah enter just ride the uptrend til it kabooms Pss: take a look at Scable Study first, then let me know if can > your PMetal and TaAnn PMetal...is just a small bet. Wait and see. |
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Dec 26 2015, 01:38 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 26 2015, 01:33 AM) How about IGB Corp? Will take a look at the 2 you mention. Close to 2-year low... MidValley office towers...near 100% occupancy Upcoming Southkey Megamall... Similar to UOA, has sizable investment assets for the recurring cash flows Agree with u on the low P/E and divvy yield, but my personal preference is for companies with strong, predictable cash flows, hence I'd prefer IGB and UOA over Huayang and Mah Sing (yeah, Mah Sing has been always on my radar )Off topic, Mah Sing property really sux weh...... |
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Dec 26 2015, 03:04 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(tehoice @ Dec 26 2015, 01:38 PM) Will take a look at the 2 you mention. but I thought their properties selling quite well? Off topic, Mah Sing property really sux weh...... |
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Dec 26 2015, 05:04 PM
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Junior Member
90 posts Joined: Nov 2011
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QUOTE(TC-Titan @ Dec 26 2015, 10:51 AM) Trop has a lot of projects (existing and future) in their pipeline. They are trying quite hard to compete with Eco World, SP Setia etc. At RM 1 is cheap compared to EcoWorld, SP Setia, etc. Just declared 5 sen interim dividend this month. Hopefully can declare final dividend next year. On going shares buy back can support share price. Some of the ratios and fundamentals look good. But the problem i think is... you must know who directly or indirectly runs the show. VT loves to mess around with his counters, therefore slaughtering a lot of retailers. DT on the other hand seems to be doing it very mild. Not easy to figure out their game plan and when they wana push up this counter. The above is just my opinion ya. |
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Dec 26 2015, 05:07 PM
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Junior Member
90 posts Joined: Nov 2011
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Dec 26 2015, 11:47 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(Pink Spider @ Dec 26 2015, 03:04 PM) but I thought their properties selling quite well? quality of the finished goods i mean |
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Dec 26 2015, 11:58 PM
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Senior Member
2,677 posts Joined: Dec 2010
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QUOTE(tehoice @ Dec 26 2015, 11:47 PM) quality of the finished goods i mean Seems like you're one of their customer. |
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Dec 27 2015, 03:00 PM
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Senior Member
5,529 posts Joined: Oct 2007
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QUOTE(CP88 @ Dec 26 2015, 11:58 PM) Seems like you're one of their customer. yeah.... |
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Dec 27 2015, 07:16 PM
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Senior Member
2,677 posts Joined: Dec 2010
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QUOTE(tehoice @ Dec 27 2015, 03:00 PM) yeah.... Hnwi ni |
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Dec 28 2015, 09:25 AM
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Senior Member
4,093 posts Joined: Jul 2011
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lcth .. continue ....
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Dec 28 2015, 09:55 AM
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Senior Member
16,872 posts Joined: Jun 2011
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PMETAL kuat di awal pagi
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Dec 28 2015, 10:34 AM
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Senior Member
2,906 posts Joined: May 2015
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Comintel is up yet again...
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Dec 28 2015, 01:04 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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Just noticed eg industries. Doubled since Oct. Uncle fong and Koon and other funds are in. CEO say want to double profit in 3 years. Boleh Hentam ka?
This post has been edited by cooldownguy86: Dec 28 2015, 01:05 PM |
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Dec 28 2015, 03:32 PM
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Senior Member
820 posts Joined: Mar 2014
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Anyone taking part in 2016 Stock Pick Challenge in I3?
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Dec 28 2015, 03:38 PM
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Junior Member
189 posts Joined: Nov 2014
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AA other stock all up they still down, lel
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Dec 28 2015, 03:39 PM
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Senior Member
4,093 posts Joined: Jul 2011
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QUOTE(cooldownguy86 @ Dec 28 2015, 01:04 PM) Just noticed eg industries. Doubled since Oct. Uncle fong and Koon and other funds are in. CEO say want to double profit in 3 years. Boleh Hentam ka? the company is cash rich as now because of it just finished right issued.company profitable, getting a lot of projects. This post has been edited by kueyteowlou: Dec 28 2015, 03:39 PM |
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Dec 28 2015, 04:42 PM
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Junior Member
354 posts Joined: Aug 2014
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Pohuat doing well today. Touched 2.1
Regarding the fire incident: QUOTE The total net book value of the damaged factory buildings together with the plant and machinery are RM2.89 million while damaged stocks are RM6.12 million. The Company had on 17 September 2015 submitted a fire claim of USD3.62 million (equivalent to RM15.57 million) to the insurance company, Bao Minh Insurance Corporation, and is preparing the fire consequential loss claim. The Company wishes to inform that the appointed adjusters, Crawford Vietnam Co Ltd, has proposed an interim payment of VND22 billion (equivalent to RM3.83 million) for the fire damage claim. The Company had received the first portion of VND11 billion on 11 December 2015 and the second portion of VND11 billion on 23 December 2015. http://www.bursamalaysia.com/market/listed...cements/4959761 This post has been edited by Le Don: Dec 28 2015, 04:45 PM |
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Dec 29 2015, 09:02 AM
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Senior Member
4,093 posts Joined: Jul 2011
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bornoil result suisui lai
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Dec 29 2015, 09:21 AM
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Senior Member
16,872 posts Joined: Jun 2011
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With CHINWEL, it's the 1st time I buying a stock at its high
Fundamentals-wise I quite like it Hope that it won't fail me |
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Dec 29 2015, 04:21 PM
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Senior Member
2,081 posts Joined: Mar 2012
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gark how's your SKPETRO doing? Sold all off already?
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Dec 29 2015, 09:03 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(Pink Spider @ Dec 29 2015, 09:21 AM) With CHINWEL, it's the 1st time I buying a stock at its high jiak beh liao already? hahaFundamentals-wise I quite like it Hope that it won't fail me |
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Dec 29 2015, 09:25 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(cooldownguy86 @ Dec 29 2015, 09:03 PM) jiak beh liao already? haha quite beh |
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Dec 29 2015, 10:30 PM
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Senior Member
896 posts Joined: Jan 2003 From: Ampang
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QUOTE(TakoC @ Dec 29 2015, 04:21 PM) gark how's your SKPETRO doing? Sold all off already? gark gor and boon gor already go makan angin besar? haha |
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Dec 30 2015, 09:56 AM
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Senior Member
16,872 posts Joined: Jun 2011
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Chin Well losing steam
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