QUOTE(Boon3 @ Aug 16 2017, 10:52 AM)
Hahaha .. lots.. BWC
BWC
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Aug 16 2017, 10:56 AM
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#81
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Aug 21 2017, 10:55 AM
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#82
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Aug 21 2017, 03:05 PM
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#83
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Added Ah Huat pak kopi.. a bit... @ 2.08
I know, i know.. don't buy downtrend stock.. finger burn. But somehow cannot resist.. Must be addiction to kaput stocks.. This post has been edited by gark: Aug 21 2017, 03:06 PM |
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Aug 21 2017, 03:12 PM
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#84
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Aug 21 2017, 05:59 PM
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#85
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Aug 21 2017, 06:15 PM
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#86
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QUOTE(Boon3 @ Aug 21 2017, 06:05 PM) Ok what i see.. 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?) This post has been edited by gark: Aug 21 2017, 06:16 PM |
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Aug 22 2017, 08:43 AM
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#87
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QUOTE(Boon3 @ Aug 21 2017, 06:38 PM) Alamak Ok lah.. if no up also nevermind.. can keep for divvy..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..... Just hope no down only... QR is coming soon, insiders panic? |
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Aug 22 2017, 09:15 AM
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#88
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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 |
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Aug 22 2017, 09:16 AM
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#89
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QUOTE(Boon3 @ Aug 22 2017, 09:12 AM) found my postings... post #773 and post #776 Haha right the chart is damm scary.. 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..... If it settles around RM 2.. ok la.. should have bought lower.. |
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Aug 22 2017, 10:07 AM
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#90
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QUOTE(Boon3 @ Aug 22 2017, 09:38 AM) Paper price is going up, so you have contango, raw materials bought cheaper earlier, now can sell for higher priceHigh 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... « This post has been edited by gark: Aug 22 2017, 10:09 AM |
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Aug 22 2017, 10:33 AM
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#91
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Aug 22 2017, 11:38 AM
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#92
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QUOTE(Boon3 @ Aug 22 2017, 10:46 AM) Found a even better related horse .. Up 300% for this year and still only at PE 3+.. This post has been edited by gark: Aug 22 2017, 11:41 AM |
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Aug 23 2017, 08:32 AM
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#93
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Aug 23 2017, 08:34 AM
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#94
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Aug 24 2017, 08:39 AM
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#95
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QUOTE(Boon3 @ Aug 23 2017, 09:08 AM) Cos it's not totally reliable to rely on the USD factor as previously.... today no same as yesterday.... Ok la, not all export counters good, but some keep doing very well, increasing volume sold, not just on forex terms.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? Only export I hold now is Superln and Comfort. This post has been edited by gark: Aug 24 2017, 08:40 AM |
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Aug 24 2017, 08:51 AM
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#96
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Another potential growth stock for ah boon..
Prestar.. One chart says it all... steel ore price = steel price increase = stock becomes more valuable = higher margins ![]() This post has been edited by gark: Aug 24 2017, 08:52 AM |
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Aug 24 2017, 08:55 AM
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#97
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Aug 24 2017, 08:58 AM
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#98
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Aug 24 2017, 09:13 AM
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#99
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Aug 24 2017, 09:14 AM
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#100
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QUOTE(Boon3 @ Aug 24 2017, 09:07 AM) Impressive but not in. See hor... A company is valuable only if the company's profits keeps improving. Else you can have a company... eat pau, sell pau only..... how to be valuable? I also have not gone in yet See the forum view first.. |
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