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TSBoon3
post Aug 5 2020, 09:41 AM

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... and oh... CIMB raised Harta's TP!


Wakakaka
Coup De Grace
post Aug 5 2020, 10:30 AM

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QUOTE(Boon3 @ Aug 5 2020, 09:05 AM)
Oii Oiii ... not a bloody tipsy mate... just a rooting for si bodoh ..... laugh.gif laugh.gif
*
Thanks for the tips

Is time for stupid ones to win
TSBoon3
post Aug 5 2020, 10:46 AM

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QUOTE(Coup De Grace @ Aug 5 2020, 10:30 AM)
Thanks for the tips

Is time for stupid ones to win
*
ranting.gif

not a tipsy la .................................... doh.gif



but i just peeped ...... laugh.gif

no wonder u so happy!
TSBoon3
post Aug 5 2020, 11:01 AM

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QUOTE(Boon3 @ Aug 5 2020, 09:41 AM)
... and oh... CIMB raised Harta's TP!
Wakakaka
*
ChAOoz

QUOTE

1QFY21 PATAMI of RM220m (+134% YoY; +90% QoQ) came in at 14%/17%
of our/consensus full-year forecasts. We consider the results to be within expectations as the impact from higher ASPs will be felt in subsequent quarters. The group is confident of the strong demand sustained, with order-books already filled up till April 2021, emphasizing that the lag impact from ASP hike will be felt starting from 2QFY21. Raised FY21E/FY22E net profit by 10%/11% after imputing higher ASP from USD34/1,000 pieces to USD38/1,000 pieces for each year. TP is raised from RM22.30 to RM24.66. Reiterate OP.


Came in only 14% of their full year forecast ..... rolleyes.gif

LOLOLOLOLOL!!!!

Only 14% .......

like very the malu leh....

yet somehow.... they raised the FY21e higher .... from 1528 to 1687.9 million...

LOL!!! 1st quarter already undershot by so much and yet can tembak the forecast higher....

let's see if fy21e is now 1687.9 million, then effectively it is saying Harta will report in 1687.9-219 = 1468.9 million for the remaining 3 quarters...
or an average of around 490 million per quarter....

but again their TP is based on CY.... doh.gif
(is their fy21e numbers not high enough meh?)

remember previously their CY eps is only 51.8 sen...
their CY eps is now even higher at 57 sen.


rclxub.gif


AVFAN

I am ok with optimistic earnings projections...
yeah... as a stock scientist, I do understand that you cannot be behind the curve....
BUT .... this is really bordering to ridiculous lor ... yes?



the harta report is attached... sweat.gif

» Click to show Spoiler - click again to hide... «


This post has been edited by Boon3: Aug 5 2020, 11:01 AM
Coup De Grace
post Aug 5 2020, 11:32 AM

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QUOTE(Boon3 @ Aug 5 2020, 10:46 AM)
ranting.gif 

not a tipsy la .................................... doh.gif
but i just peeped ...... laugh.gif

no wonder u so happy!
*
Good tips thumbup.gif

Loser stock is winning over topmen
TSBoon3
post Aug 5 2020, 11:34 AM

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QUOTE(Coup De Grace @ Aug 5 2020, 11:32 AM)
Good tips  thumbup.gif

Loser stock is winning over topmen
*
rclxlh.gif
Coup De Grace
post Aug 5 2020, 11:36 AM

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QUOTE(Boon3 @ Aug 5 2020, 11:01 AM)
ChAOoz
Came in only 14% of their full year forecast .....  rolleyes.gif

LOLOLOLOLOL!!!!

Only 14%  .......

like very the malu leh....

yet somehow.... they raised the FY21e higher .... from 1528 to 1687.9 million...

LOL!!! 1st quarter already undershot by so much and yet can tembak the forecast higher....

let's see if fy21e is now 1687.9 million, then effectively it is saying Harta will report in 1687.9-219 = 1468.9 million for the remaining 3 quarters...
or an average of around 490 million per quarter....

but again their TP is based on CY....  doh.gif
(is their fy21e numbers not high enough meh?)

remember previously their CY eps is only 51.8 sen...
their CY eps is now even higher at 57 sen.
rclxub.gif
AVFAN

I am ok with optimistic earnings projections...
yeah... as a stock scientist, I do understand that you cannot be behind the curve....
BUT .... this is really bordering to ridiculous lor ... yes?
the harta report is attached...  sweat.gif

» Click to show Spoiler - click again to hide... «

*
Go go go:
2Q = 400m
3Q = 500m
4Q= 600m
TSBoon3
post Aug 5 2020, 11:41 AM

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QUOTE(Coup De Grace @ Aug 5 2020, 11:36 AM)
Go go go:
2Q = 400m
3Q = 500m
4Q=  600m
*
You are hired....... Head Scientist

biggrin.gif
Coup De Grace
post Aug 5 2020, 11:43 AM

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QUOTE(Boon3 @ Aug 5 2020, 11:41 AM)
You are hired....... Head Scientist

biggrin.gif
*
I shouldn't have become an engineer

Should become stock scientist instead

This post has been edited by Coup De Grace: Aug 5 2020, 11:43 AM
yhtan
post Aug 5 2020, 02:24 PM

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From: lolyat


QUOTE(Boon3 @ Aug 5 2020, 08:58 AM)
still not see .....  icon_idea.gif
Lemme divert attention ..... ah..... look see....

user posted image
user posted image
and the very important stupid vs clever ... laugh.gif

user posted image
comeon ..... don't lemme down ...  icon_idea.gif
*
Thank you for the tipsy laugh.gif

What i think that the stock burst up with huge volume and black candle, that is a bad sign for me. I think any rebound will not able to exceed the previous price, unless it consolidate for quite some time and burst up with volume.

Look at esceram also same thing happen.
anakMY
post Aug 5 2020, 02:28 PM

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is KYY's calculation on topglove TP RM100 achievable? what is he smoking?
TSBoon3
post Aug 5 2020, 02:32 PM

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QUOTE(yhtan @ Aug 5 2020, 02:24 PM)
Thank you for the tipsy laugh.gif

What i think that the stock burst up with huge volume and black candle, that is a bad sign for me. I think any rebound will not able to exceed the previous price, unless it consolidate for quite some time and burst up with volume.

Look at esceram also same thing happen.
*
vmad.gif mad.gif

Not a tipsy ..... but ... this is supposed to my fun paper trade ..... it's Si Bodoh vs the clever one lo ....

rclxs0.gif




my only one wish...
it outperforms TopGun ... at least till end of the Month la.....


» Click to show Spoiler - click again to hide... «

TSBoon3
post Aug 5 2020, 02:35 PM

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QUOTE(anakMY @ Aug 5 2020, 02:28 PM)
is KYY's calculation on topglove TP RM100 achievable? what is he smoking?
*
No see, no hear, no want to know anymore..... laugh.gif laugh.gif laugh.gif laugh.gif laugh.gif



( and i thought i spammed enough messages so that this topic can be hidden .... laugh.gif )
Coup De Grace
post Aug 5 2020, 02:40 PM

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QUOTE(anakMY @ Aug 5 2020, 02:28 PM)
is KYY's calculation on topglove TP RM100 achievable? what is he smoking?
*
His calculation is as follows:
QUOTE
In the 3rd quarter ending May, its revenue Rm 1,688 million – PBT 422 million = Rm 1,266 million production cost.

Assuming 10% selling price increase its revenue for June was Rm 1,688 X 1.10 = Rm 1.857 million – production cost Rm 1,266 = PBT Rm 591 million.

Assuming 10% selling price increase its revenue for July was Rm 1,857 X 1.1 = Rm 2043 million – production cost Rm 1,266 = PBT Rm 777 million.

Assuming 10% selling price increase its revenue for Aug will be Rm 2043 X 1.1 = Rm 2247 million – production cost Rm 1,266 = PBT m 981 million.

Total PBT for 4th quarter Rm 2,349 million. Assuming 25% tax PAT Rm 1,762 million


Assuming every month selling price increases by 10% and production cost remain constant whistling.gif

This post has been edited by Coup De Grace: Aug 5 2020, 02:41 PM
TSBoon3
post Aug 5 2020, 02:41 PM

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QUOTE(yhtan @ Aug 5 2020, 02:24 PM)
Thank you for the tipsy laugh.gif

What i think that the stock burst up with huge volume and black candle, that is a bad sign for me. I think any rebound will not able to exceed the previous price, unless it consolidate for quite some time and burst up with volume.

Look at esceram also same thing happen.
*
and yeah... I am also very the happy SuperMan is moving higher compared to TopGun...

such happiness


rclxm9.gif rclxm9.gif rclxm9.gif

flex.gif
TSBoon3
post Aug 5 2020, 02:42 PM

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QUOTE(Coup De Grace @ Aug 5 2020, 02:40 PM)
His calculation is as follows:
Assuming every month selling price increases by 10% and production cost remain constant  whistling.gif
*
aduhaiiiii .....


I need to find some stuff or chart to post...... spam... spam... spam ...... need to cuci ....


hmmmmm.... see no evil, hear no evil, read no evil...... flex.gif flex.gif flex.gif
yhtan
post Aug 5 2020, 02:42 PM

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From: lolyat


QUOTE(Boon3 @ Aug 5 2020, 02:32 PM)
vmad.gif  mad.gif

Not a tipsy ..... but ... this is supposed to my fun paper trade ..... it's Si Bodoh vs the clever one lo ....

rclxs0.gif
my only one wish...
it outperforms TopGun ... at least till end of the Month la.....
» Click to show Spoiler - click again to hide... «

*
Itu unker koon sudah hantam topgun and stuck there laugh.gif

Topgun have to wait clearance from US lah, if not their share price will not move.
TSBoon3
post Aug 5 2020, 02:50 PM

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QUOTE(yhtan @ Aug 5 2020, 02:42 PM)
Itu unker koon sudah hantam topgun and stuck there laugh.gif

Topgun have to wait clearance from US lah, if not their share price will not move.
*
haha haloo ...... whose uncle ah?

I dunno such person one....
yhtan
post Aug 5 2020, 02:56 PM

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From: lolyat


QUOTE(Boon3 @ Aug 5 2020, 02:50 PM)
haha haloo ...... whose uncle ah?

I dunno such person one....
*
itu old unker lah laugh.gif
anakMY
post Aug 5 2020, 04:15 PM

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QUOTE(Boon3 @ Aug 5 2020, 02:42 PM)
aduhaiiiii .....
I need to find some stuff or chart to post...... spam... spam... spam ...... need to cuci ....
hmmmmm.... see no evil, hear no evil, read no evil......  flex.gif  flex.gif  flex.gif
*
if superman QR nett profit 400m, it justifies its price to be RM20+ right.

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