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keah.kyle
post Jun 9 2019, 11:35 AM

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any good telegram group chat to follow?
TSBoon3
post Aug 3 2019, 08:06 PM

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Hmmm... rather interesting.

Anyway, if anyone wants to post charts and do some TA, please feel free to do so.

🍻
iwubpreve
post Aug 3 2019, 08:42 PM

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pccs and homeriz good counter?
TSBoon3
post Aug 4 2019, 05:24 PM

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QUOTE(iwubpreve @ Aug 3 2019, 08:42 PM)
pccs and homeriz good counter?
*
You asked such a difficult question laugh.gif

If you had to choose only one, which one?
iwubpreve
post Aug 4 2019, 07:38 PM

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QUOTE(Boon3 @ Aug 4 2019, 05:24 PM)
You asked such a difficult question laugh.gif

If you had to choose only one, which one?
*
both also do export. now trade war this 2 counter will be benefited. but pccs have low pe and high nta. seems very good.
TSBoon3
post Aug 4 2019, 08:14 PM

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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......
TSBoon3
post Aug 4 2019, 08:15 PM

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BTW that's my opinion la... don't simply trust me as I could easily be wrong.
iwubpreve
post Aug 4 2019, 10:59 PM

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QUOTE(Boon3 @ Aug 4 2019, 08:14 PM)
Lol.

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......
*
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.

what about homeriz?

Suicidal Guy
post Aug 28 2019, 01:11 PM

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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.

TSBoon3
post Aug 30 2019, 02:50 PM

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QUOTE(Suicidal Guy @ Aug 28 2019, 01:11 PM)
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.
*
This is a very risky theme to bet on la. Already say from long ago.....
iwubpreve
post Aug 30 2019, 02:57 PM

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Boon, wanna ask abt naim. good qr yet today price dropping. this happen due to?
TSBoon3
post Aug 30 2019, 03:17 PM

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QUOTE(iwubpreve @ Aug 30 2019, 02:57 PM)
Boon, wanna ask abt naim. good qr yet today price dropping. this happen due to?
*
Out now. I reply you later...

iwubpreve
post Aug 30 2019, 03:37 PM

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QUOTE(Boon3 @ Aug 30 2019, 03:17 PM)
Out now. I reply you later...
*
appreciated!
TSBoon3
post Aug 30 2019, 04:23 PM

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QUOTE(iwubpreve @ Aug 30 2019, 03:37 PM)
appreciated!
*
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....
TSBoon3
post Sep 3 2019, 09:06 AM

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QUOTE(Boon3 @ Aug 4 2019, 08:14 PM)
Lol.

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......
*
.... and PCCS earnings came crashing down..



iwubpreve
post Sep 3 2019, 11:57 AM

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QUOTE(Boon3 @ Sep 3 2019, 09:06 AM)
.... and PCCS earnings came crashing down..
*
ya mang sweat.gif
iwubpreve
post Sep 3 2019, 11:58 AM

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QUOTE(Boon3 @ Aug 30 2019, 04:23 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....
*
naim got some job from dayang too i think. beneficial?
TSBoon3
post Sep 3 2019, 12:08 PM

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QUOTE(iwubpreve @ Sep 3 2019, 11:58 AM)
naim got some job from dayang too i think. beneficial?
*
Naim owns a big stake in Dayang.

Perhaps you should do a study on holding companies....
squarepilot
post Sep 22 2019, 09:17 PM

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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 calculation

i 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.

what about homeriz?
*
Masterpack - grilling will be based on prospect and PEG

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
squarepilot
post Sep 25 2019, 02:03 PM

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Any chart expert here? Gold broke resistance on a 20 year chart. I wonder whether such a long time frame applies in trading

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