Investors Club V9, Previously known as Traders Kopitiam
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 Apr 8 2017, 09:23 PM
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#1
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Junior Member
30 posts Joined: Aug 2010 
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QUOTE(Avangelice @ Apr 7 2017, 10:35 PM) I been pondering if I should sell my tenaga stocks. I do not see our currency improving anytime soon and I believe part of tenaga's assets are in foreign investments. Don't sell, you will regret it. Dividend is going to increase this year. Look at the analyst TPs. All are minimum rm16.kan anyone advise me on this before I sleep on it?  |
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Apr 8 2017, 09:28 PM
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#2
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Junior Member
30 posts Joined: Aug 2010
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Anyone here have an opinion of Parkson or any position? I bought some yesterday at RM0.64. Seems to have a very favourable path to doubling or tripling in price as long as it can get back to black. I calculated my margin of safety at 52% so I said why not. My first buy since reading The Intelligent Investor. Lots of favourable behind the scenes at Parkson, The MY entity has increased its stake in SG and HK. Simple SOP calculation shows it is undervalued by 33% when looking at SG and HK share price.
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Apr 20 2017, 01:05 AM
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#3
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Junior Member
30 posts Joined: Aug 2010
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QUOTE(Vanguard 2015 @ Apr 19 2017, 05:45 PM) I sold off YeeLee and Elsoft today and most of Yinson as well. I will try and sell off more counters in the coming weeks. I don't see Parkson returning to it's former glory, no way. But it is heavily been sold off, irrationally I might add. 5 years ago, when you look at the adjusted stock price, it was RM4++, nearly 7 times the current stock price. All it needs to do is get back in the black. Mid RM1.xx is attainable. It's very undervalued, even when just looking at its stake in PRGL and PRA.I added Johotin to my portfolio for mid to long term investment. Also added MMSV for short term goreng. Will decide whether to add NHFatt to my portfolio. I also did a visit ala Peter Lynch style to Genting Highlands last week. I am impressed. The place was packed with tourists. The old and tired look is gone. The new Sky Avenue Mall, the Skyway Cable Car, Sky Casino and the coming attractions like the 20th Century Fox World Genting has really changed things. See http://blog.malaysia-asia.my/2015/11/20th-...ld-genting.html I think Genting shares will be re-rated in the future. I will be adding my existing shares in Genting if the price dip. In contrast, I am not sure about turnaround stocks like Parkson. The Parkson in KLCC and Pavilion looks quite dead even on weekends. The Parkson stores in China are suffering because consumers shop online. We shall see whether Parkson survive this onslaught. Thing is, in Malaysia they are still expanding. MyTown has Parkson, while Paradigm Mall JB will also have Parkson as an anchor. I personally do my shopping at Parkson near my house. My disappointment in Parkson is hey still don't have online shopping in Malaysia. At the end of the day though, 75% of revenue for the group comes from China. Parkson Bhd is effectively a proxy to the Chinese retail sector. I personally think the Macros look good and it would lead to a reversal of fortunes. |
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Apr 20 2017, 08:01 PM
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#4
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Junior Member
30 posts Joined: Aug 2010
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Any idea when Tenaga announcing results? Could be something there with their dividends.
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Apr 20 2017, 08:05 PM
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#5
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Junior Member
30 posts Joined: Aug 2010
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QUOTE(zDarkForceSz @ Apr 20 2017, 08:03 PM) don't be lazy. go bursa website check. Wow, I didn't know That bursa had this info!They really show Company when upcoming results announced? Where? Dun just lie. This post has been edited by contestgeek: Apr 20 2017, 08:05 PM |
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Apr 20 2017, 08:16 PM
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#6
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Junior Member
30 posts Joined: Aug 2010
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QUOTE(zDarkForceSz @ Apr 20 2017, 08:12 PM)  2016 & 2015 27 Apr 2014 24 Apr 2013 18 Apr 2012 12 Apr Since 2016 & 2015 is releasing on 27 Apr. There's a high chance it will be release on 27 Apr (Thursday). Lie? Most of the people using this skill called "prediction" on the pattern of a company releasing QR.  Rupa-rupanya you don't know either but then think other people are stupid and lazy. Walao eh |
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Apr 20 2017, 10:00 PM
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#7
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Junior Member
30 posts Joined: Aug 2010
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QUOTE(lowya @ Apr 20 2017, 09:22 PM) here you go, based on your sig I know we don't know each other, and I know you don't owe me anything, and I am not big into technical scores, but curiosity calls and would you be kindly able to check it for my current portfolio?» Click to show Spoiler - click again to hide... « AirAsia, Bumi Armada, Ikhmas Jaya, ES Ceramics and Parkson. Bonus if you can do Tenaga Nasional, it's not in my portfolio but I'm buying it tomorrow. |
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Apr 21 2017, 12:38 AM
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#8
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Junior Member
30 posts Joined: Aug 2010
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QUOTE(lowya @ Apr 20 2017, 10:46 PM) sorry but i only check stocks with positive eps. Oh yeah those are turnaround stocks. |
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