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gark
post Aug 24 2017, 08:55 AM

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QUOTE(djhenry91 @ Aug 24 2017, 08:53 AM)
because of the yesterday QR?
*
The QR has been improving for 6 quarters straight.. innocent.gif
djhenry91
post Aug 24 2017, 08:57 AM

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QUOTE(gark @ Aug 24 2017, 08:55 AM)
The QR has been improving for 6 quarters straight..  innocent.gif
*
if u baca the details.. whistling.gif
gark
post Aug 24 2017, 08:58 AM

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QUOTE(djhenry91 @ Aug 24 2017, 08:57 AM)
if u baca the details.. whistling.gif
*
Apa details? tongue.gif

Belum do in depth research yet... laugh.gif

This post has been edited by gark: Aug 24 2017, 08:58 AM
TSBoon3
post Aug 24 2017, 09:04 AM

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QUOTE(gark @ Aug 24 2017, 08:39 AM)
Ok la, not all export counters good, but some keep doing very well, increasing volume sold, not just on forex terms.

Only export I hold now is Superln and Comfort.  sweat.gif
*
I thought Superlon is very strong with their aircond insulator hoses....
TSBoon3
post Aug 24 2017, 09:07 AM

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QUOTE(gark @ Aug 24 2017, 08:51 AM)
Another potential growth stock  for ah boon..

Prestar..  brows.gif

One chart says it all... steel ore price = steel price increase = stock becomes more valuable = higher margins

user posted image
*
laugh.gif

Impressive but not in.

tongue.gif




See hor...
A company is valuable only if the company's profits keeps improving.
Else you can have a company... eat pau, sell pau only..... how to be valuable?

tongue.gif
gark
post Aug 24 2017, 09:13 AM

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QUOTE(djhenry91 @ Aug 24 2017, 08:57 AM)
if u baca the details.. whistling.gif
*
I see got 12 mil in other income.. disposal of factory in vietnam..

But then hor, even if you minus out the 12 mil.. the improvement in profits is still there brows.gif

This post has been edited by gark: Aug 24 2017, 09:18 AM
gark
post Aug 24 2017, 09:14 AM

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QUOTE(Boon3 @ Aug 24 2017, 09:07 AM)
laugh.gif

Impressive but not in.

tongue.gif
See hor...
A company is valuable only if the company's profits keeps improving.
Else you can have a company... eat pau, sell pau only..... how to be valuable?

tongue.gif
*
Haha... Just writing a few interesting companies...

I also have not gone in yet tongue.gif

See the forum view first.. brows.gif
gark
post Aug 24 2017, 09:15 AM

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QUOTE(Boon3 @ Aug 24 2017, 09:04 AM)
I thought Superlon is very strong with their aircond insulator hoses....
*
In which majority is export especially to vietnam/middle east.. consider export company also right? tongue.gif
johnnyzai89
post Aug 24 2017, 09:23 AM

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QUOTE(gark @ Aug 24 2017, 10:15 AM)
In which majority is export especially to vietnam/middle east.. consider export company also right?  tongue.gif
*
earning USD also although exporting to those countries?
TSBoon3
post Aug 24 2017, 09:24 AM

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QUOTE(gark @ Aug 24 2017, 09:14 AM)
Haha... Just writing a few interesting companies...

I also have not gone in yet  tongue.gif

See the forum view first..  brows.gif
*
Hahaha ..... dun worry la....

Just post only la....


me need ideas too............................. tongue.gif
johnnyzai89
post Aug 24 2017, 09:29 AM

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QUOTE(Boon3 @ Aug 24 2017, 10:24 AM)
Hahaha ..... dun worry la....

Just post only la....
me need ideas too.............................  tongue.gif
*
Orna? hmm.gif hmm.gif

btw, is the tech sector still feasible?

seems like alot of tech stocks has over run for quite abit
TSBoon3
post Aug 24 2017, 09:34 AM

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QUOTE(johnnyzai89 @ Aug 24 2017, 09:29 AM)
Orna?  hmm.gif  hmm.gif

btw, is the tech sector still feasible?

seems like alot of tech stocks has over run for quite abit
*
Tech sector.....ooo.....if you have average trading skills.... stay away tongue.gif
SUSlowya
post Aug 24 2017, 10:46 AM

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QUOTE(gark @ Aug 24 2017, 08:51 AM)
Prestar..  brows.gif

*
Only problem:

Debt/Cash = 4.2
Current ratio = 1.45
Profit margin not impressive.


gark
post Aug 24 2017, 01:36 PM

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QUOTE(johnnyzai89 @ Aug 24 2017, 09:23 AM)
earning USD also although exporting to those countries?
*
Yes mostly in USD, because raw materials cost also in USD.

Almost the same as gloves

PE now at near 19,... sweat.gif sweat.gif sweat.gif

This post has been edited by gark: Aug 24 2017, 01:38 PM
gark
post Aug 24 2017, 01:38 PM

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QUOTE(lowya @ Aug 24 2017, 10:46 AM)
Only problem:

Debt/Cash = 4.2
Current ratio = 1.45
Profit margin not impressive.
*
Not much value plays out there now.. laugh.gif

Margins is expected due to trading business. The profits will come from margin expansion.

Debt and cash is not worrying for me as long as their profits can service the interest.

Well, not a recom to buy anyway..

see if can dig out more interesting companies..

This post has been edited by gark: Aug 24 2017, 01:39 PM
TSBoon3
post Aug 25 2017, 07:22 PM

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QUOTE(Boon3 @ Jun 1 2017, 05:22 PM)
» Click to show Spoiler - click again to hide... «


Update...

Parkson closed at 575.

The profits does matter (not difficult to have a quick look see)

user posted image

* those 3 quarters that shows positive profits? They all include one-off disposals. *

By my calculations... we have now seen 19 CONSECUTIVE QUARTERS of losses !!  shakehead.gif

And not looking for the share price.... the share price has broken lower...

user posted image

* Buy low, sell high? The problem with such strategy is that it is rather very risky if we used this as a one blanket rule. Some stocks are consistently hitting new 56-week lows (another rather pointless yardstick) , The low one buy today could very well turn out to be the highs of the yesterdays. *

user posted image
The BIG picture is actually highlighted clearly in their performance review in their latest earnings notes.

user posted image
Look at the cumulative year-to-date review of its retail sections in all countries.

THEY ARE ALL LOSING MONEY!!

Also, this Parkson business strategy of focusing on new store growth.... well it clearly doesn't seem to be working anymore. Yeah Parkson opened 2 new stores. Parkson MyTown and Parkson Sunway Velocity. Hard to understand. Opening two brand new stores at two NEW MEGA MALL which are located so close to each other.  rolleyes.gif
** Technicals? Chinese Water Torture. Just when you think the stock cannot go down any further, it does!

** NTA. Many have used the NTA as a reason to buy this stock.... and yet Parkson keep falling!
Take care.
icon_rolleyes.gif
*
Parkson lost how much money again huh? tongue.gif

djhenry91
post Aug 25 2017, 11:43 PM

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dah agak la..parkson..laosai FA + TA
TSBoon3
post Aug 26 2017, 12:10 AM

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QUOTE(djhenry91 @ Aug 25 2017, 11:43 PM)
dah agak la..parkson..laosai FA + TA
*
First highlighted it when it was above 2++


danielcmugen
post Aug 27 2017, 12:19 PM

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Attached Image

Something brewing at TA enterprise? Just announced a net profit jump with one of their highest revenue ever recorded.

But why this counter tak laku? Currently at p/e 3 only. I've been hearing people saying how undervalued this company is since years ago, but the price never quite went above RM1. They have made consistent profits over the years except for 2015,2016 (due to securities investment losses and foreign exchange), so still looking quite solid to me.


Attached Image

Attached Image

*stats graph from their annual report
djhenry91
post Aug 27 2017, 04:20 PM

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The Group reported revenue of RM312.7 million and profit before tax of RM87.6 million for the
current year’s second quarter, compared to revenue of RM169.5 million and loss before tax of
RM20.0 million reported in the previous year’s corresponding quarter.
For the current period-to-date, the Group achieved revenue of RM620.0 million and profit before
tax of RM201.9 million, as compared to revenue of RM367.8 million and loss before tax of
RM90.7 million in the previous corresponding period.
Profit before tax for the current year’s second quarter and period-to-date increased as compared to
the preceding year’s corresponding period were mainly attributable to better contribution from
broking, investment holding, property development and hotel operation divisions.

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