QUOTE(twhong_91 @ Aug 18 2017, 09:19 PM)
Last time pe100+... now improved
BWC
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Aug 18 2017, 11:06 PM
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#461
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15,942 posts Joined: Jun 2008 |
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Aug 19 2017, 01:59 AM
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#462
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Aug 21 2017, 09:32 AM
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#463
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.... some one mentioned this one .... a while back...... ![]() |
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Aug 21 2017, 11:26 AM
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#464
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Aug 21 2017, 02:40 PM
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#465
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Aug 21 2017, 05:39 PM
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#466
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15,942 posts Joined: Jun 2008 |
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Aug 21 2017, 05:43 PM
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#467
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Aug 21 2017, 06:05 PM
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#468
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Aug 21 2017, 06:38 PM
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#469
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QUOTE(gark @ Aug 21 2017, 06:15 PM) Ok what i see.. Alamak Price back to Jan 2017 period.. PE back to more reasonable 15X from 20X Dividend yield will put a floor/limit to the share price downtrend Last 2Q shows "better" performance, but profit is overall stable Raise MENA subsidary from 91% to 97%, which will reduce profit leakage Insider which sold heavily during peak has started buying back Raw material price has come down substantially, includes coffee, sugar and milk from recent peak Delay new plant in UAE from 2017 to 2019 (many people view this negatively, i see that they still have excess capacity at their johor plant, why add overheads?) My last comment on this fella .. it was around 2.60+.. Like you.. i thought the earnings eas just 'better' only.. I thought it was way over rated by them .... marketers I my mind.... fair price maybe 2 or 2.20. Give or take la.. maybe 1.90 too.... So now.... err.... nothing much to seduce la..... |
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Aug 21 2017, 07:30 PM
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#470
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Aug 22 2017, 09:12 AM
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#471
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QUOTE(gark @ Aug 22 2017, 08:43 AM) Ok lah.. if no up also nevermind.. can keep for divvy.. found my postings... post #773 and post #776Just hope no down only... QR is coming soon, insiders panic? Errr...this one hor..... the May period.... one of the significant things I also remembered that during that time trailing pe was around 19++ .... and the marketers.... promoting the stock based on super duper optimistic growth numbers (as usual la ... thing is .... I always don't like stocks collapsing so badly before QR ...... I know there are cases where it could rebound, just before/after the QR result is out .... but then... I have seen too many a case where the stock really die more, more more..... so.... you take care la...... the chart is damn ugly..... 2.0+ only..... ![]() ![]() |
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Aug 22 2017, 09:20 AM
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#472
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QUOTE(gark @ Aug 22 2017, 09:15 AM) Ok lah since you like growth stocks... Damn... am I so easy too see straight thru..... I am looking at these two .. not buying.. just looking.. chart is nice tho. I am still checking if the growth story can be maintained.. ORNA GESHEN Not a recom to buy, just sharing growth is a huge sum of value maaaa..... ok... later I see see.... |
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Aug 22 2017, 09:38 AM
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#473
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15,942 posts Joined: Jun 2008 |
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Aug 22 2017, 10:46 AM
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#474
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Aug 22 2017, 11:51 AM
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#475
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QUOTE(gark @ Aug 22 2017, 11:38 AM) Found a even better related horse .. Up 300% for this year and still only at PE 3+.. Looks good. |
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Aug 22 2017, 12:09 PM
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#476
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QUOTE(gark @ Aug 22 2017, 10:07 AM) Paper price is going up, so you have contango, raw materials bought cheaper earlier, now can sell for higher price Such jumps ( to be more price.. it jumped from 1.20+ to 1.40 la) are actually normal considering the massive improvement in numbers all around, hence I doubt the gap will be closed for the time being.High demand for box due to more online selling.. Paper and box shortage in China, due to above.. blame alibaba ... Link 1 Link 2 How long this rally will last, no one knows, but china paper producers is already ramping up production Orna buys paper as a raw material and is 60% of cost, so if the paper price downtrend, they can be caught in reverse situation. Jump from RM 1 to RM 1.4X is scary.. Cousins are Muda and boxpak (But Orna have better fundamentals) paper industry is sleepy.. no analyst.. » Click to show Spoiler - click again to hide... « And.....if and if it does closed or attempts to close the gap... then it's really not worth (and if fact, it's usually a 'trap to buy at those levels) fishing for the stock. The preferred entry would be catch the stock if and when it consolidates (higher) .... My 3 Sen This post has been edited by Boon3: Aug 22 2017, 12:11 PM |
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Aug 22 2017, 02:32 PM
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#477
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QUOTE(Suicidal Guy @ Aug 22 2017, 02:05 PM) Yup.. I understand what you are trying to tell me.. I am still not disciplined enough to cut loss although I know that is the right thing to do.. Some stocks... with ... err... fundamentals... when its earnings collapse .... could also see mega mega drop in stock prices. Example? Oil stocks few years back. |
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Aug 22 2017, 04:34 PM
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#478
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QUOTE(Suicidal Guy @ Aug 22 2017, 04:22 PM) The ability to ADMIT one is wrong and the ability to rectify the mistake ( and not holding and praying the market will auto correct one one's mistake) is always crucial. How many times you hear the one reason one is holding to Xxx stock is because the stock price is below their cost price? |
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Aug 22 2017, 06:42 PM
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#479
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....export stocks..... not looking like a sure win play.....
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Aug 23 2017, 09:08 AM
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#480
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QUOTE(gark @ Aug 23 2017, 08:32 AM) Cos it's not totally reliable to rely on the USD factor as previously.... today no same as yesterday.... 1. Run thru some export stocks. The oomph factor not as solid as before. Example? FLB gave some shitty numbers, no? (was it poor export? where the USD oomph?) 2. Yes, there will be winners (tech sector) but picking these winners is not the same as b4. 3. Growth caused by the USD factor tak cukup. Product itself must be growing... 4. Exporters to US is not necessary a safe bet as b4. Classic example? Classic Scenic (not to say that it was good b4. 5. The recent BNM impact on exporters?? How big is the impact?? ( see http://www.businesstimes.com.sg/government...ort-fx-proceeds ) anymore? |
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