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 STOCK MARKET DISCUSSION V150

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Pewufod
post Mar 29 2016, 03:39 PM

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remember past thread got ppl mention about catching the falling knife for 5098

how are you doing now ?
Pewufod
post Mar 19 2019, 07:45 PM

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QUOTE(brokenbomb @ Mar 19 2019, 07:43 PM)
hi, in US they have tipranks to rank all the research analysts

in Malaysia got ka? how do we check for kenanga or macquarie research rating.

tq
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no we dont
Pewufod
post Mar 19 2019, 08:17 PM

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QUOTE(brokenbomb @ Mar 19 2019, 08:05 PM)
cry.gif  cry.gif i remember the edge macam got. now no more kali
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i believe that is best call awards
Pewufod
post Apr 9 2020, 03:15 PM

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anyone with rhb account can share the latest report for POWERROOT?
Pewufod
post May 28 2020, 10:59 AM

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QUOTE(ChAOoz @ May 28 2020, 10:41 AM)
80x pe valuation. Apart from tech startup this is ungodly for manufacturing.

I can only see from afar haha. Market is overheating for covid19 stocks.

The last round we have this kind of euphoria is with all stock that end with .com
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not if you factor in future growth

supermax management indicated in briefing that this quarter is not the best quarter, but if we were to be conservative and apply a simple 4x recent quarter EPS we get 5.42sen x 4 = 21.68sen

P/E : RM7.3/0.2168 ~34x which is still largely acceptable

This post has been edited by Pewufod: May 28 2020, 10:59 AM
Pewufod
post Jun 3 2020, 03:17 PM

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QUOTE(zstan @ Jun 3 2020, 01:52 PM)
less margin financing, force glove margin players to cut loss = instant profit for banks.
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im sorry can you elaborate more on this ?
Pewufod
post Jun 3 2020, 03:18 PM

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QUOTE(Vanguard 2015 @ Jun 3 2020, 03:17 PM)
Glove stocks is only for hit and run. Everybody knows this. It is a musical chair game. When the music ends, make sure you have a chair to seat on. So, has the music ended?

Let's look at their fundamental and valuation.

Comfort    0.7/1.4
Harta        0.5/2.6
Kossan      0.5/1.7
Ruberex      0.3/1.8
Supermax  0.4/1.3
Top Glove    0.5/1.7
Luxchem    1.1/2.4
Careplus      0/0.2
Adventa      0.9/1.7

So, will you buy glove stocks again when they bottom out and rebound? Only you can answer that. Do you feel lucky?
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what are those figures ?
Pewufod
post Jun 3 2020, 03:37 PM

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QUOTE(kembayang @ Jun 3 2020, 03:22 PM)
I am looking for 1-2 year hold for 20% yield just to park FD to somewhere, any stock recommendations for current situation?
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personally looking at defensive stocks and counter cyclical stocks now like EDGENTA, SUNCON, and VSI
Pewufod
post Jun 3 2020, 03:57 PM

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QUOTE(Vanguard 2015 @ Jun 3 2020, 03:49 PM)
These are the general figures showing the estimated valuation and fundamental of the stocks. There was an error in my original post which I have corrected.

The higher the figure the better.

For e.g. if stock A has a valuation of 0.5, this means that it is already over priced and there is no margin of safety. If the fundamental is for e.g. 2.6, then generally the company is financially sound.

Of course, this is not an exact science but merely a rough guide. Otherwise, I would be very, very rich by now.
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ah i see
thats interested

Careplus 0/0.2

so this means careplus has no fundamental but has valuation ?

Pewufod
post Jun 3 2020, 04:17 PM

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QUOTE(kembayang @ Jun 3 2020, 04:06 PM)
Thanks.
How about Genting genm?
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i think the share prices have run ahead of its foreseeable fundamentals loh

in any case i prefer genting for its better diversification but people generally prefer genm for its heavier gaming exposure
Pewufod
post Jun 3 2020, 06:17 PM

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QUOTE(Vanguard 2015 @ Jun 3 2020, 06:08 PM)
Err no.  I just simplified it. Please refer back to my amended post. I mistakenly put the two categories of valuation and fundamental in reverse.

To avoid confusion, just forget about it and let's start afresh.

For the valuation and fundamental score of any stock, the maximum score is 3. The higher the better.

So if Stock A has a Valuation score of 3/3 and a Fundamental score of 3/3, in theory, you have a winner!

For Careplus, the Valuation score is 0/3 while the Fundamental score is 0.2/3.

Therefore, Careplus is strictly a goreng stock with absolutely no margin of safety since the valuation is zero. Perhaps that explains why it can tumble -23% today.

But I repeat, this is not an exact science. 

P/S:  The confusion caused by my original post is that I combined both the valuation and fundamental together without explaining that it should have read 0/3 and 0.2/3. My bad.
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thanks for elaborating

easy to understand at a single glance now

very helpful thumbsup.gif
Pewufod
post Jun 3 2020, 08:57 PM

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QUOTE(Vanguard 2015 @ Jun 3 2020, 08:46 PM)
Yes, guys. I have a paid subscription in Absolutely Stocks for a few years now. The fundamental and valuation score were obtained from there.

It is not a magic bullet which will guarantee you a win every time. It just helps you to narrow the odds. It’s like playing blackjack at the casino.

Recently I also subscribed to Simply Wall Street.  I think it was introduced to the forumers here courtesy of Cubalagi.

Those who know me in this forum from a few years ago like Lowya will know that I do share info and knowledge whenever possible.

This include the shares that I am holding. If you make money, I am happy for you. But please don’t curse me if you lose money. 🙏
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are there any other similar sites like A.Stocks that supports domestic market ?
Pewufod
post Jun 3 2020, 09:32 PM

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QUOTE(Vanguard 2015 @ Jun 3 2020, 09:06 PM)
You are welcome, bro.
Perhaps you can start with Bursa Malaysia Plc. It offers some good insights and target price for Malaysian stocks for FREE. Just open the free account.

I am surprised that nobody seems to have recommended this site in this forum.
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im actually looking for paid subscription service providers that do their own research

best if they have a package listed on their website

absolutely stocks is very good in terms of their transparency in pricing
Pewufod
post Jun 3 2020, 10:05 PM

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QUOTE(Vanguard 2015 @ Jun 3 2020, 09:44 PM)
Yes, please do not trust any sifus 100%. They are only human and prone to errors and their own bias.

The worst are the paid analysts and the gurus offering trading classes for a few thousand RM. if the gurus are so great, why don’t they just remortgage all their properties and quietly earn millions for themselves?

I have yet to meet any guru traders who would openly show their trading account for the past 5 to 10 years to show their ‘successful’ track record. Have you?
In terms of value for money, I think Simply Wall Street is better. It covers the stock markets worldwide while Absolutely Stocks only covers the Malaysia and Singapore stock markets.
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again i must thank you so much for your generosity
Pewufod
post Aug 6 2020, 02:25 PM

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QUOTE(james.6831 @ Aug 6 2020, 02:17 PM)
supermax brought forward their QR...means good la hehe....ooo laa laa looking forward to next Monday
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where did you see this ?
Pewufod
post Sep 9 2020, 10:37 PM

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QUOTE(ZeroSOFInfinity @ Sep 9 2020, 10:31 PM)
Let me give a prediction..... your portfolio will be in green around +20% by end of the week.

If it does, please dont call MACC ya.
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lol bro ive been reading this thread for a while and your replies are really shiok sendiri type of silliness
Pewufod
post Oct 27 2020, 04:57 PM

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so many cerita dongeng in this thread lol
Pewufod
post Jan 6 2021, 08:54 PM

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i think all of us have to consider the possibility of MCO announcement on friday, deal with your portfolio tomorrow on thursday what you all will
Pewufod
post Jan 11 2021, 10:01 AM

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QUOTE(HereToLearn @ Jan 11 2021, 09:59 AM)
Looking at how quickly the gloves are dropping today. I opine that the gloves ejaculation on Friday was mainly due to shorts covering.

Nothing interesting today, Signing off. Keep an eye on plantation counters for the next few days. Very close to breakout already.

I have zero holdings now. So my comments are totally neutral - not biased towards any industries/sectors.
Last but not least, trade carefully boys. Buy when you are 70% confident, not 50-50  flex.gif  thumbsup.gif
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ohhh that is an interesting insight on shorts covering
Pewufod
post Jan 11 2021, 11:27 AM

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QUOTE(squarepilot @ Jan 11 2021, 11:04 AM)
Frontken is set to break its resistance

This stock I think is quite resistant as it’s major subsidiary revenue is derived from Taiwan

Politically unstable in Malaysia will not (or minimal ) affect its financial earnings

Anyone had a FA study on this counter?
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they are one of the rare exposure we have to the front end of the whole semiconductor value chain

biggest clients are TSMC and micron

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