gark still using TA for your stocks?

Sometimes yes.. sometimes no..

Don't touch KYY counter. He sailang. Now stuck. Lol.

Aiseh.... just tease tease maaaa....

last time .... err.... u tell me 5 reasons one wo.....
I do remember one....


So you got buy or not cheh?

Tipsy.....


.... but ..... this one?

why this one laaaa.....

Not tipsy leh.. before end of day finger already burn..

Why not this one?

Lol... Tai Chi back the question back to me pulak...

Ok what i see..

Price back to Jan 2017 period.. PE back to more reasonable 15X from 20X

Dividend yield will put a floor/limit to the share price downtrend

Last 2Q shows "better" performance, but profit is overall stable

Raise MENA subsidary from 91% to 97%, which will reduce profit leakage

Insider which sold heavily during peak has started buying back

Raw material price has come down substantially, includes coffee, sugar and milk from recent peak

Delay new plant in UAE from 2017 to 2019 (many people view this negatively, i see that they still have excess capacity at their johor plant, why add overheads?)

This post has been edited by gark: Aug 21 2017, 06:16 PM

Alamak

My last comment on this fella .. it was around 2.60+..
Like you.. i thought the earnings eas just 'better' only..
I thought it was way over rated by them .... marketers


I my mind.... fair price maybe 2 or 2.20. Give or take la.. maybe 1.90 too....

So now.... err.... nothing much to seduce la.....

Will it break???

How about from this 'angle' ?

no fund buy..i suggest this stock to my client..but i got another client hold since IPO yo

Ok lah.. if no up also nevermind.. can keep for divvy..

Just hope no down only... QR is coming soon, insiders panic?

found my postings... post #773 and post #776




Errr...this one hor..... the May period.... one of the significant things I also remembered that during that time trailing pe was around 19++ .... and the marketers.... promoting the stock based on super duper optimistic growth numbers (as usual la ... ) ..... then by just before end May (mid May to be more precise)... it started falling....

thing is .... I always don't like stocks collapsing so badly before QR ...... I know there are cases where it could rebound, just before/after the QR result is out .... but then... I have seen too many a case where the stock really die more, more more.....

so.... you take care la...... the chart is damn ugly..... 2.0+ only.....

Ok lah since you like growth stocks...

I am looking at these two .. not buying.. just looking.. chart is nice tho.

I am still checking if the growth story can be maintained..

ORNA
GESHEN

Not a recom to buy, just sharing

Haha right the chart is damm scary..

If it settles around RM 2.. ok la.. should have bought lower..

Damn... am I so easy too see straight thru.....

growth is a huge sum of value maaaa.....


ok... later I see see....

Orna looks more interesting..... so tell la more.....

Paper price is going up, so you have contango, raw materials bought cheaper earlier, now can sell for higher price

High demand for box due to more online selling..

Paper and box shortage in China, due to above.. blame alibaba ...

Link 1

Link 2

How long this rally will last, no one knows, but china paper producers is already ramping up production

Orna buys paper as a raw material and is 60% of cost, so if the paper price downtrend, they can be caught in reverse situation.

Jump from RM 1 to RM 1.4X is scary..

Cousins are Muda and boxpak (But Orna have better fundamentals)

paper industry is sleepy.. no analyst..



This post has been edited by gark: Aug 22 2017, 10:09 AM

What about PPHB ah @Gark?

This post has been edited by johnnyzai89: Aug 22 2017, 10:15 AM