any good telegram group chat to follow?
BWC
BWC
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Jun 9 2019, 11:35 AM
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Junior Member
148 posts Joined: Dec 2007 From: Kuala Lumpur / P.J |
any good telegram group chat to follow?
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Aug 3 2019, 08:06 PM
Show posts by this member only | IPv6 | Post
#1922
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All Stars
15,942 posts Joined: Jun 2008 |
Hmmm... rather interesting.
Anyway, if anyone wants to post charts and do some TA, please feel free to do so. 🍻 |
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Aug 3 2019, 08:42 PM
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Senior Member
1,829 posts Joined: Mar 2013 |
pccs and homeriz good counter?
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Aug 4 2019, 05:24 PM
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All Stars
15,942 posts Joined: Jun 2008 |
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Aug 4 2019, 07:38 PM
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Senior Member
1,829 posts Joined: Mar 2013 |
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Aug 4 2019, 08:14 PM
Show posts by this member only | IPv6 | Post
#1926
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All Stars
15,942 posts Joined: Jun 2008 |
QUOTE(iwubpreve @ Aug 4 2019, 07:38 PM) both also do export. now trade war this 2 counter will be benefited. but pccs have low pe and high nta. seems very good. Lol. You seem to have answered yourself... But anyway.....pccs first. In its notes... QUOTE On a year-to-year basis, the Group recorded lower revenue of RM436 million as compared to RM529 million achieved in the previous corresponding period as China Apparel Division’s operation has slowed down. The pre-tax profit of the Group for the period under review recorded at RM27 million as compared to pre-tax profit of RM10 million recorded for the corresponding period. This was mainly due to the better results achieved by Apparel Business and Printing and Embroidering Business in Cambodia and Labelling Business in Malaysia. Other than that was the gains derived from disposals of assets. China business had slowed down but was countered by better apparel result in Cambodia and labelling business from Malaysia. And then the disposal of assets helped the bottom line. This doesn't sound like PCCS benefiting from the trade war at all since (1) the total revenue dropped a lot from business year, which indicates business not so good. If it had benefitted from the trade war theory, sales would have increased yes? (2) the bread and butter is the apparel business and the slowdown can be seen. Given those 2... It doesn't sound like a good bet that pccs super good profits this fiscal would carry forward... Low pe high nta. This is badly preached.. so much risk involved if one simply assume and insist that its a holy grail.... Want an example? London Biscuits...... |
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Aug 4 2019, 08:15 PM
Show posts by this member only | IPv6 | Post
#1927
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All Stars
15,942 posts Joined: Jun 2008 |
BTW that's my opinion la... don't simply trust me as I could easily be wrong.
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Aug 4 2019, 10:59 PM
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Senior Member
1,829 posts Joined: Mar 2013 |
QUOTE(Boon3 @ Aug 4 2019, 08:14 PM) Lol. low pe high nta just simply add on nia. still better than high pe low nta. of course doesn't mean this is the holy Grail in picking.You seem to have answered yourself... But anyway.....pccs first. In its notes... China business had slowed down but was countered by better apparel result in Cambodia and labelling business from Malaysia. And then the disposal of assets helped the bottom line. This doesn't sound like PCCS benefiting from the trade war at all since (1) the total revenue dropped a lot from business year, which indicates business not so good. If it had benefitted from the trade war theory, sales would have increased yes? (2) the bread and butter is the apparel business and the slowdown can be seen. Given those 2... It doesn't sound like a good bet that pccs super good profits this fiscal would carry forward... Low pe high nta. This is badly preached.. so much risk involved if one simply assume and insist that its a holy grail.... Want an example? London Biscuits...... what about homeriz? |
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Aug 28 2019, 01:11 PM
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Senior Member
567 posts Joined: Feb 2006 |
Looks like Master Pack is benefiting from Vietnam's increase in export due to US-China trade war. Revenue and profits have increased since the opening of their new factory in Vietnam.
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Aug 30 2019, 02:50 PM
Show posts by this member only | IPv6 | Post
#1930
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All Stars
15,942 posts Joined: Jun 2008 |
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Aug 30 2019, 02:57 PM
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Senior Member
1,829 posts Joined: Mar 2013 |
Boon, wanna ask abt naim. good qr yet today price dropping. this happen due to?
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Aug 30 2019, 03:17 PM
Show posts by this member only | IPv6 | Post
#1932
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All Stars
15,942 posts Joined: Jun 2008 |
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Aug 30 2019, 03:37 PM
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Senior Member
1,829 posts Joined: Mar 2013 |
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Aug 30 2019, 04:23 PM
Show posts by this member only | IPv6 | Post
#1934
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All Stars
15,942 posts Joined: Jun 2008 |
QUOTE(iwubpreve @ Aug 30 2019, 03:37 PM) I just realised you are asking about Naim. The following is what I can recall on my notes. Naim, should always be considered as a holding company first and foremost and one should not forget its property development. As such valuation based on earnings tends to be unreliable. Furthermore, earnings from property sector tends to be lumpy.... |
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Sep 3 2019, 09:06 AM
Show posts by this member only | IPv6 | Post
#1935
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All Stars
15,942 posts Joined: Jun 2008 |
QUOTE(Boon3 @ Aug 4 2019, 08:14 PM) Lol. .... and PCCS earnings came crashing down.. You seem to have answered yourself... But anyway.....pccs first. In its notes... China business had slowed down but was countered by better apparel result in Cambodia and labelling business from Malaysia. And then the disposal of assets helped the bottom line. This doesn't sound like PCCS benefiting from the trade war at all since (1) the total revenue dropped a lot from business year, which indicates business not so good. If it had benefitted from the trade war theory, sales would have increased yes? (2) the bread and butter is the apparel business and the slowdown can be seen. Given those 2... It doesn't sound like a good bet that pccs super good profits this fiscal would carry forward... Low pe high nta. This is badly preached.. so much risk involved if one simply assume and insist that its a holy grail.... Want an example? London Biscuits...... |
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Sep 3 2019, 11:57 AM
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Senior Member
1,829 posts Joined: Mar 2013 |
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Sep 3 2019, 11:58 AM
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Senior Member
1,829 posts Joined: Mar 2013 |
QUOTE(Boon3 @ Aug 30 2019, 04:23 PM) I just realised you are asking about Naim. naim got some job from dayang too i think. beneficial?The following is what I can recall on my notes. Naim, should always be considered as a holding company first and foremost and one should not forget its property development. As such valuation based on earnings tends to be unreliable. Furthermore, earnings from property sector tends to be lumpy.... |
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Sep 3 2019, 12:08 PM
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All Stars
15,942 posts Joined: Jun 2008 |
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Sep 22 2019, 09:17 PM
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Senior Member
1,075 posts Joined: Apr 2010 |
QUOTE(iwubpreve @ Aug 4 2019, 07:38 PM) both also do export. now trade war this 2 counter will be benefited. but pccs have low pe and high nta. seems very good. Low PE and high NTA is just a figure which involve some simple calculationi notice many traders, especially here and outside in real world, nothing beats PEG and ROE QUOTE(iwubpreve @ Aug 4 2019, 10:59 PM) low pe high nta just simply add on nia. still better than high pe low nta. of course doesn't mean this is the holy Grail in picking. Masterpack - grilling will be based on prospect and PEGwhat about homeriz? on the other hand, why Orna have low PE but nobody grilling? Same Goes to Homeritz, if you were to ask me, i rather pick poh huat, anytime This post has been edited by squarepilot: Sep 22 2019, 09:21 PM |
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Sep 25 2019, 02:03 PM
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Senior Member
1,075 posts Joined: Apr 2010 |
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