How my sharing? Not good enough?

you sudah file saman onot?

you sudah file saman onot?

Tag me for what?

Ultra good fundamental counter?

Apa tu?



Ayam too situpid for current market........ so.... Best I keep diam.

So hardworking! Well done!

that's why they say .... don't screw too many stocks.......

screw one at a time ....

You got it the other way around....

If only one... you probably won't be buying Yinson... cos it doesn't appear that there's any meat to begin with.



you limit your trades...
you will learn....

learn to play only when you are sure got good chance to win big.


it's like chem stocks...
I saw the potential of better earnings...
but ... from day one ... I was skeptical on how big a reward i can get.
which was why I refused the trade.

Err .... err ..... bottom line is .... no matter what the market, try to be very selective when you trade.... you gotta be very convinced, the setup must be good (more so it's one that you always had won big money b4 in such a setup), the potential reward must be big.

Try avoid those KFC trades. (ie trading to win a kfc meal ) ....

the stock market is not our ATM machine where we can simply go and press money anyhow we like.....

Walaueh..... kena lotteri ah?

Want to Batu Api me issit?

isn't that it?

and the dividends.... wasn't it as expected?


in the stock market, try not to make an opportunity out of everything .......

many a times, it's just best not doing anything.

Err.... here have a look....

The run up since last March...



and the following charts in different time phases shows what happened before March and since then ...









it started moving down since 2nd March 2021... ( here's what you should do... look at the date and compare with other tech stocks. Is the down movement all about D&O or is it 'sector' related?)





.... and yeah.... in a relaxation mode... not thinking much...
so I am not give any opinion.....

Yes, I do believe it's categorised as a tech stock.

Tg yesterday report is its 2021 Q2 already. So technically, research houses cannot make anymore reference to 2021 numbers already and any TP will be based on FY 22 numbers. But if you read the below screenshot ....



yeah, as mentioned many, many times b4, they still have some 'leeway' cos their numbers is based on CY22 and not FY22. Which means, technically, the profit numbers is slightly higher.

and the HK listing comes so big in focus.

See the cash balance in TG latest report? 2.35 Billion ringgit. They have the money what? Why still need the HK listing? What a BS.

For me, as an outsider, I see this more as an ego listing for the boss.

end result? Massive dilution in earnings! (and those jokers simply simply say HK listing is good) The diluted TP from Kenanga is only 5.80.

And the other thing...

The boss die die do share buyback and also own self buy and use Tropicana money to buy TG shares.
Now see the Balance Sheer again.
The money in the 'money market fund' or listed as 'investment securities'. That's a whopping 2.1 Billion there.
Now if I include this amount and the fact the boss went amok buying back TG shares, I had been left wondering how come, he die die no touch this money in the money market fund.
See, if i am a shareholder of the fund, the biggest concern is... what the hell money market fund is this? TG shares was literally falling off the cliff but the boss did not touch this money at all. Why? Is the money used as collateral? or what?

and this money market fund is worth 2.1 Billion mah.... a lot of money there... but the boss rather choose the HK listing and let everyone suffer the massive dilutions in eps caused by the HK listing. Now if I am a shareholder, I probably would not be happy.

so what will the company really do with the HK listing money?

would because TG will have more money after the listing, will TG be even more aggressive buying back their shares?
now that's the scary thought when one factor in how they executed their buybacks and also the current performance of their share buybacks.


post #3892 ... the table of the ASP calculation is useful.....

btw keep this link.....

and still .... no matter what .... take really all these reports with a large dose of salt....

myself hardly read anymore....

Simulation
------------

As per postings #4117, I am tracking the idea of buying TG for its dividends...

1. Purchase of 1000 shares on Dec 2020 at a price of 6.70.
Dividend collected so far = 16.5 sen

2. At 5.30, as per posting #4120 , purchased another 1,000 shares

Purchase of 1000 shares on Feb 2021 at a price of 5.30.

3. Total shares = 2,000. Cost = 12.00. Average price = 6.00
Dividend collect so far 16.5 sen.


Upcoming dividend = 25 sen.

squarepilot ...if anytime you think I should top up shares in this simulation, pls let know.

you just contradicted yourself here and there.........

and it's now value investing?
how come I never thought about it....



let me say again....
these one/two quarters... everyone knows the profits will be strong....
it's next year that matters....

(p/s this was the exact thing that was mentioned since last Sep la)

oh btw.... the 3.50.
got factor in the 18% dilution for TG for the HK listing or not?

and remember TG is the market leader...
when it dies .... kuchi rats like kossan... no 1 cares la....

value investing ah?


okay la........ I leave you be.....





btw ...... if the glove stocks really collapse... is there a price you think you will admit you are wrong and potong?

but if you had bought b4 the pandemic? are you saying that there will be no potong price at all?