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gark
post Aug 16 2017, 10:56 AM

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QUOTE(Boon3 @ Aug 16 2017, 10:52 AM)
laugh.gif laugh.gif

How much you miss me lo.... laugh.gif
*
Hahaha .. lots.. innocent.gif innocent.gif innocent.gif
gark
post Aug 21 2017, 10:55 AM

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QUOTE(Boon3 @ Aug 19 2017, 01:59 AM)
why bother? tongue.gif
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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.
gark
post Aug 21 2017, 03:05 PM

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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.. sweat.gif

Must be addiction to kaput stocks.. hmm.gif

This post has been edited by gark: Aug 21 2017, 03:06 PM
gark
post Aug 21 2017, 03:12 PM

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QUOTE(hehe86 @ Aug 21 2017, 03:11 PM)
gark still using TA for your stocks?
*
Sometimes yes.. sometimes no.. tongue.gif
gark
post Aug 21 2017, 05:59 PM

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QUOTE(Boon3 @ Aug 21 2017, 05:43 PM)
laugh.gif

Tipsy.....  rclxm9.gif
.... but ..... this one?

why this one laaaa.....

tongue.gif
*
Not tipsy leh.. before end of day finger already burn.. ohmy.gif

Why not this one? tongue.gif
gark
post Aug 21 2017, 06:15 PM

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QUOTE(Boon3 @ Aug 21 2017, 06:05 PM)
Lol... Tai Chi back the question back to me pulak...

tongue.gif
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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?)

This post has been edited by gark: Aug 21 2017, 06:16 PM
gark
post Aug 22 2017, 08:43 AM

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QUOTE(Boon3 @ Aug 21 2017, 06:38 PM)
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
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Ok lah.. if no up also nevermind.. can keep for divvy..

Just hope no down only... QR is coming soon, insiders panic? laugh.gif
gark
post Aug 22 2017, 09:15 AM

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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 tongue.gif
gark
post Aug 22 2017, 09:16 AM

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QUOTE(Boon3 @ Aug 22 2017, 09:12 AM)
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.....

*
Haha right the chart is damm scary.. brows.gif

If it settles around RM 2.. ok la.. should have bought lower.. flex.gif
gark
post Aug 22 2017, 10:07 AM

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QUOTE(Boon3 @ Aug 22 2017, 09:38 AM)
Orna looks more interesting..... so tell la more.....  brows.gif
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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... «


This post has been edited by gark: Aug 22 2017, 10:09 AM
gark
post Aug 22 2017, 10:33 AM

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QUOTE(johnnyzai89 @ Aug 22 2017, 10:15 AM)
What about PPHB ah @Gark?
*
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

This post has been edited by gark: Aug 22 2017, 10:42 AM
gark
post Aug 22 2017, 11:38 AM

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QUOTE(Boon3 @ Aug 22 2017, 10:46 AM)
Thanks for comments on Orna. 

Pphb.... looks ok but if you ask me...Orna looks like a better horse. tongue.gif
*
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

This post has been edited by gark: Aug 22 2017, 11:41 AM
gark
post Aug 23 2017, 08:32 AM

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QUOTE(Boon3 @ Aug 22 2017, 06:42 PM)
....export stocks..... not looking like a sure win play.....

whistling.gif
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Why you say that? tongue.gif

i got some export stocks.. hmm.gif
gark
post Aug 23 2017, 08:34 AM

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QUOTE(hehe86 @ Aug 22 2017, 07:29 PM)
tomypak different than muda/boxpak?
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Tomypak is plastic packaging... Boxpack/muda etc is paper packaging..

When you order from lazada.. it comes in paper packaging right.. tongue.gif

This post has been edited by gark: Aug 23 2017, 08:34 AM
gark
post Aug 24 2017, 08:39 AM

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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....

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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Ok la, not all export counters good, but some keep doing very well, increasing volume sold, not just on forex terms.

Only export I hold now is Superln and Comfort. sweat.gif

This post has been edited by gark: Aug 24 2017, 08:40 AM
gark
post Aug 24 2017, 08:51 AM

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Another potential growth stock for ah boon..

Prestar.. brows.gif

One chart says it all... steel ore price = steel price increase = stock becomes more valuable = higher margins

user posted image

This post has been edited by gark: Aug 24 2017, 08:52 AM
gark
post Aug 24 2017, 08:55 AM

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QUOTE(djhenry91 @ Aug 24 2017, 08:53 AM)
because of the yesterday QR?
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The QR has been improving for 6 quarters straight.. innocent.gif
gark
post Aug 24 2017, 08:58 AM

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QUOTE(djhenry91 @ Aug 24 2017, 08:57 AM)
if u baca the details.. whistling.gif
*
Apa details? tongue.gif

Belum do in depth research yet... laugh.gif

This post has been edited by gark: Aug 24 2017, 08:58 AM
gark
post Aug 24 2017, 09:13 AM

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QUOTE(djhenry91 @ Aug 24 2017, 08:57 AM)
if u baca the details.. whistling.gif
*
I see got 12 mil in other income.. disposal of factory in vietnam..

But then hor, even if you minus out the 12 mil.. the improvement in profits is still there brows.gif

This post has been edited by gark: Aug 24 2017, 09:18 AM
gark
post Aug 24 2017, 09:14 AM

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QUOTE(Boon3 @ Aug 24 2017, 09:07 AM)
laugh.gif

Impressive but not in.

tongue.gif
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?

tongue.gif
*
Haha... Just writing a few interesting companies...

I also have not gone in yet tongue.gif

See the forum view first.. brows.gif

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