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TSBoon3
post Aug 18 2017, 11:06 PM

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QUOTE(twhong_91 @ Aug 18 2017, 09:19 PM)
boon gor ini jaks ada PE ka? loss making company  dry.gif
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laugh.gif

Last time pe100+... now improved tongue.gif

whistling.gif
TSBoon3
post Aug 19 2017, 01:59 AM

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QUOTE(djhenry91 @ Aug 18 2017, 10:26 PM)
lol..KYY apa story u gonna tell again
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why bother? tongue.gif
TSBoon3
post Aug 21 2017, 09:32 AM

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.... some one mentioned this one .... a while back...... hmm.gif


laugh.gif laugh.gif laugh.gif


user posted image
TSBoon3
post Aug 21 2017, 11:26 AM

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QUOTE(gark @ Aug 21 2017, 10:55 AM)
Ada new story by KYY... buy for future outlook, not at current situation.

I think KYY trap himself already de.. the owners looks at KYY like hostile takeover.. sure will do everything to defend.
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Some how.... ppl so gullible... die die also want to follow.

laugh.gif


TSBoon3
post Aug 21 2017, 02:40 PM

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QUOTE(djhenry91 @ Aug 21 2017, 02:39 PM)
i mention wan de ma...u guy no notice
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Lol !!!
TSBoon3
post Aug 21 2017, 05:39 PM

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QUOTE(djhenry91 @ Aug 21 2017, 02:50 PM)
jgn la mcam tu
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laugh.gif

Aiseh.... just tease tease maaaa....

last time .... err.... u tell me 5 reasons one wo.....
I do remember one.... tongue.gif


So you got buy or not cheh?

TSBoon3
post Aug 21 2017, 05:43 PM

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QUOTE(gark @ Aug 21 2017, 03:05 PM)
Added Ah Huat pak kopi.. a bit... @ 2.08

I know, i know.. don't buy downtrend stock.. finger burn.

But somehow cannot resist..  sweat.gif

Must be addiction to kaput stocks..  hmm.gif
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laugh.gif

Tipsy..... rclxm9.gif


.... but ..... this one?

why this one laaaa.....

tongue.gif
TSBoon3
post Aug 21 2017, 06:05 PM

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QUOTE(gark @ Aug 21 2017, 05:59 PM)
Not tipsy leh.. before end of day finger already burn..  ohmy.gif

Why not this one?  tongue.gif
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Lol... Tai Chi back the question back to me pulak...

tongue.gif
TSBoon3
post Aug 21 2017, 06:38 PM

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QUOTE(gark @ Aug 21 2017, 06:15 PM)
Ok what i see..  rolleyes.gif

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?)
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Alamak tongue.gif

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
tongue.gif

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..... tongue.gif


TSBoon3
post Aug 21 2017, 07:30 PM

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QUOTE(LYR @ Aug 21 2017, 07:02 PM)
[attachmentid=9065085]

Will it break??? hmm.gif
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How about from this 'angle' ?

user posted image


TSBoon3
post Aug 22 2017, 09:12 AM

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QUOTE(gark @ Aug 22 2017, 08:43 AM)
Ok lah.. if no up also nevermind.. can keep for divvy..

Just hope no down only... QR is coming soon, insiders panic?  laugh.gif
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found my postings... post #773 and post #776

smile.gif


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 ... tongue.gif) ..... then by just before end May (mid May to be more precise)... it started falling....

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..... sweat.gif

so.... you take care la...... the chart is damn ugly..... 2.0+ only.....

user posted image

user posted image




TSBoon3
post Aug 22 2017, 09:20 AM

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QUOTE(gark @ Aug 22 2017, 09:15 AM)
Ok lah since you like growth stocks...

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  tongue.gif
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Damn... am I so easy too see straight thru..... tongue.gif

growth is a huge sum of value maaaa..... whistling.gif


ok... later I see see.... thumbup.gif
TSBoon3
post Aug 22 2017, 09:38 AM

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QUOTE(gark @ Aug 22 2017, 09:15 AM)


ORNA
GESHEN

Not a recom to buy, just sharing  tongue.gif
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Orna looks more interesting..... so tell la more..... brows.gif
TSBoon3
post Aug 22 2017, 10:46 AM

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QUOTE(gark @ Aug 22 2017, 10:33 AM)
This one also same story and trend...  rclxms.gif  rclxms.gif  rclxms.gif

This one also lengchai..  innocent.gif

Good spotting.

Which one better Ah Boon?  brows.gif
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Thanks for comments on Orna.

Pphb.... looks ok but if you ask me...Orna looks like a better horse. tongue.gif
TSBoon3
post Aug 22 2017, 11:51 AM

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QUOTE(gark @ Aug 22 2017, 11:38 AM)
Found a even better related horse ..  brows.gif  Quickly loaded up some shares at market price.

Up 300% for this year and still only at PE 3+..  rclxub.gif  rclxub.gif  rclxub.gif Still can go another 300% to hit PE 10..  drool.gif
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laugh.gif

Looks good.
TSBoon3
post Aug 22 2017, 12:09 PM

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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

High demand for box due to more online selling.. rclxms.gif

Paper and box shortage in China, due to above.. blame alibaba ... rolleyes.gif

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..  sweat.gif

Cousins are Muda and boxpak (But Orna have better fundamentals)

paper industry is sleepy.. no analyst..  brows.gif

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

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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.

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
TSBoon3
post Aug 22 2017, 02:32 PM

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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.. icon_question.gif So, until I manage to master cutting losses and improve on stock picks (avoid goreng stocks), I think it is better for me to avoid keeping a concentrated stock to avoid a big draw down in the event that I'm losing on a trade and can't seem to cut loss early..
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Some stocks... with ... err... fundamentals... when its earnings collapse .... could also see mega mega drop in stock prices. Example? Oil stocks few years back.


TSBoon3
post Aug 22 2017, 04:34 PM

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QUOTE(Suicidal Guy @ Aug 22 2017, 04:22 PM)
Oh yes.. That is a good reminder and example to learn from..  notworthy.gif
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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?



TSBoon3
post Aug 22 2017, 06:42 PM

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....export stocks..... not looking like a sure win play.....

whistling.gif
TSBoon3
post Aug 23 2017, 09:08 AM

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QUOTE(gark @ Aug 23 2017, 08:32 AM)
Why you say that?  tongue.gif

i got some export stocks..  hmm.gif
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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. tongue.gif) .... look at yesterday numbers... where the oomph? Lucky got that divi announcement... )

5. The recent BNM impact on exporters?? How big is the impact?? ( see http://www.businesstimes.com.sg/government...ort-fx-proceeds )

anymore?

icon_rolleyes.gif

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