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 Investors Club V10, Previously known as Traders Kopitiam

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SUSlowya
post Oct 27 2017, 08:39 AM

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QUOTE(Vanguard 2015 @ Oct 26 2017, 09:23 PM)
No end of bad news to my stocks.

Cocoaland slapped with additional RM5.89 million tax by IRB.
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Q2 7.3m profit - 5.89m taken by IRB is too much for any biz.
SUSlowya
post Oct 27 2017, 08:48 AM

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anyone eyeing these?

GUOCO
NYLEX
POLY

SUSlowya
post Oct 27 2017, 09:48 AM

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REV 0.555 now, last mentioned at 0.515 wink.gif
SUSlowya
post Oct 27 2017, 11:09 AM

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Considering Johotin-WA but left 25 days to maturity, should i?
SUSlowya
post Oct 27 2017, 11:14 AM

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ASIABIO, Mother or Son? what price to go in?

QUOTE
RENOUNCEABLE RIGHTS ISSUE OF UP TO 1,163,208,800 NEW IRREDEEMABLE CONVERTIBLE PREFERENCE SHARES IN ASIA BIOENERGY TECHNOLOGIES BERHAD ("ABT") ("ICPS") AT AN ISSUE PRICE OF RM0.08 PER ICPS TOGETHER WITH UP TO 116,320,880 FREE DETACHABLE WARRANTS IN ABT ("WARRANTS B") ON THE BASIS OF 10 ICPS TOGETHER WITH 1 FREE WARRANT B FOR EVERY 5 EXISTING ORDINARY SHARES IN ABT HELD BY THE ENTITLED SHAREHOLDERS OF ABT AT 5.00 P.M. ON 2 NOVEMBER 2017 ("ENTITLED SHAREHOLDERS") ("RIGHTS ISSUE OF ICPS WITH WARRANTS")

SUSlowya
post Oct 27 2017, 03:50 PM

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QUOTE(Vanguard 2015 @ Oct 27 2017, 03:17 PM)
GUOCO's latest QR just released today. Net profit up 300%. Lai, lai, do you want to enter?  brows.gif
Ah, the million dollar question which nobody has the answer...when is the right time to sell?
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Guoco vol still low, it's in my watchlist, but no trigger yet.

Rev from 0.515 now 0.565, check out Olympia.

Sell when it priced itself out from the rest (in terms of PE etc) from statistical point of view, it's very easy question, i wish someone offered me the million.
SUSlowya
post Oct 27 2017, 05:19 PM

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QUOTE(Vanguard 2015 @ Oct 27 2017, 05:09 PM)
P/S: BTW AirAsia (which I am holding) has dropped about 9% to 10% these few weeks. Any takers?  biggrin.gif
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Debt to cash ratio 4.7 (>2)

PE still low.
SUSlowya
post Oct 30 2017, 04:10 PM

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My REV 0.6 sell order got filled fast, 16%+ in few days.
SUSlowya
post Oct 31 2017, 10:47 AM

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Notion 0083 price has stabilized, once the insurance claimed, the profit starts to shows. Digital storage is here to stay for good, invest for the future. This is the cheapest profitable tech stock in terms of PE you could find at the moment. Stay vested for long term.
SUSlowya
post Oct 31 2017, 05:33 PM

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QUOTE(demetry @ Oct 31 2017, 04:56 PM)
For cimb, i m in total awe on how investable is cimb. I for one do not see any.
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what do you mean by that?
SUSlowya
post Oct 31 2017, 05:52 PM

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QUOTE(demetry @ Oct 31 2017, 05:34 PM)
imo, i dont see cimb has potential to invest. please enlighten me.
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show which part need light?
SUSlowya
post Nov 1 2017, 09:23 AM

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Any take on GENTING at near RM9 price currently? TA and FA looks tempting.
SUSlowya
post Nov 1 2017, 06:05 PM

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QUOTE(Avangelice @ Nov 1 2017, 05:18 PM)
superln true value should be 1.9 to 2 myr.

so I'm waiting for it while waiting for its next qr. no rush buying as we knka how the raw material pricing is was one of the reasons it affected their Financials
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please share how do you arrive at your true value?
SUSlowya
post Nov 1 2017, 07:23 PM

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QUOTE(Avangelice @ Nov 1 2017, 07:09 PM)
this is from the expectation that their next quarters profit is 4 million. it has hit its peak. not going in until it either hits 1.9 per share or profit has jumped doubled its usual amount at 6 million or from a fresh catalyst
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with the 4m next Q profit assumption, are you calculating based on certain PE ratio that you intend to buy hence derived at RM1.9 intended buy price?

fyi, please note that Superln is currently priced about 34% HIGHER than average Industrial Product category PE wise, hence it's not in my radar, only those under by >20% would be within my scope.

This post has been edited by lowya: Nov 1 2017, 07:27 PM
SUSlowya
post Nov 7 2017, 04:42 PM

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lets see how Genting can close today.

GENTING
AMBANK
NOTION
AJI

which one your pick?
SUSlowya
post Nov 7 2017, 08:42 PM

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QUOTE(contestchris @ Nov 7 2017, 07:26 PM)
No comments on the rest, but what do you see in AJI? I see it as a widely overvalued stock. None of the fundamental metrics look good. You’re paying a premium for what exactly?
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maybe i see to enter at 18, maybe.
SUSlowya
post Nov 9 2017, 04:58 PM

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GENTING huge volume buy up at closing, good sign, keep holding.
SUSlowya
post Nov 9 2017, 07:19 PM

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QUOTE(Vanguard 2015 @ Nov 9 2017, 06:40 PM)
Good call bro if you bought Genting. I bought GenM instead. No power there.
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Collected quite a bit of the son.
SUSlowya
post Nov 10 2017, 10:40 AM

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QUOTE(Avangelice @ Nov 10 2017, 10:06 AM)
any stock counters that are based in penang? looks like the flood damage is extensive and may get worst in the coming weeks
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flood will spur reconstruction hence increase spending, should be buying penang based stocks.
SUSlowya
post Nov 10 2017, 10:43 AM

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OSKVI starts to move, any news?

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