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Investors Club V10, Previously known as Traders Kopitiam
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contestchris
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Aug 27 2017, 03:18 PM
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Anyone still holding Hevea? I bought @ RM1.29 in May. Collected 2.5 sen div/share.
I bought it as a stock with growth potential with a considerable margin of safety. But at RM1.70 my total net returns are already 32.2% (gross returns inclusive of dividend is at 33.7%).
Plus with the escalating costs...I'm not sure if it will be a good idea to stay in the game.
At the same time though, Hevea is likely in a position to increase ASPs to defray the cost pressures.
Seems like a gamble. If the stock rises to RM1.85 levels before the next quarterly I will likely sell off, but at the moment I am more worried about it regressing into the RM1.50 levels.
Quite a headache as my portfolio is likely to get worse with MHB and TCHONG next week, but thankfully my largest exposure is to ARMADA and I look forward to it marching to RM0.80 and beyond this coming week (will be a lifesaver should the rest of my portfolio take a beating).
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contestchris
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Aug 27 2017, 03:32 PM
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QUOTE(lowya @ Aug 26 2017, 12:04 AM) why not, if you like downtrend stocks, negative eps, declining margin, loss making company, and the thoughts of analysts who always want to be right. Otherwise, stick to good fundamental company with growth and buying volumes. Well, let's see. Maybe this will end in failure, but I have a good feeling about it. I personally feel safer buying quality companies that are temporarily loss-making (see, the key here is "temporarily") than buying so-called "growth" stocks. But that's just me I guess. Each person has their own investment style and idea and methodology. Doesn't mean the other person's style that differs from yours is wrong. But I'm always learning. Slow steps.
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Ramjade
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Aug 27 2017, 05:28 PM
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QUOTE(savvyaunty @ Aug 25 2017, 11:20 PM) Sifus sekalian, newbie here looking to start investing. How much is a decent sum to start buying stocks? Any recommendation of stocks to buy for mid term returns (2-3 years)? See this http://dividendmagic.com.my/stock-investment-malaysia/Best is min rm8k/counter. However some people buy RM4k, RM1k also got.
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Avangelice
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Aug 27 2017, 05:31 PM
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QUOTE(contestchris @ Aug 27 2017, 03:18 PM) Anyone still holding Hevea? I bought @ RM1.29 in May. Collected 2.5 sen div/share. I bought it as a stock with growth potential with a considerable margin of safety. But at RM1.70 my total net returns are already 32.2% (gross returns inclusive of dividend is at 33.7%). Plus with the escalating costs...I'm not sure if it will be a good idea to stay in the game. At the same time though, Hevea is likely in a position to increase ASPs to defray the cost pressures. Seems like a gamble. If the stock rises to RM1.85 levels before the next quarterly I will likely sell off, but at the moment I am more worried about it regressing into the RM1.50 levels. Quite a headache as my portfolio is likely to get worse with MHB and TCHONG next week, but thankfully my largest exposure is to ARMADA and I look forward to it marching to RM0.80 and beyond this coming week (will be a lifesaver should the rest of my portfolio take a beating). gonna be keeping it
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silverwave
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Aug 27 2017, 08:53 PM
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QUOTE(Vanguard 2015 @ Aug 27 2017, 03:11 PM) You need a steady heart for Johotin now. I have seen my profit of +20% plus drift downwards to -1.17% now in a few months. Some investors also don't like the latest QR results and it is now trending downward. I see, thanks for the insight. I will look at other shares too.
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danielcmugen
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Aug 27 2017, 10:58 PM
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QUOTE(Ramjade @ Aug 27 2017, 05:28 PM) See this http://dividendmagic.com.my/stock-investment-malaysia/Best is min rm8k/counter. However some people buy RM4k, RM1k also got. I did rm6xx before. I think it's fine. Just that brokerage fees will be higher in terms of percentage cuz hit the min.
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Vanguard 2015
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Aug 28 2017, 10:19 PM
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Comrades,
The market closed very red today for some of the stocks. I hope nobody got trapped in Hengyuan which was down -13.42%.
PetronM was down -7.68%, LCTitan down -5.39%, Johotin down -2.1% and so on.
Fasten your seat belt and hang on tight for the roller coaster ride these next few days.
AirAsia's QR should be out tomorrow. Would it be red like the previous QR? If so, then there maybe a bloodbath like Hengyuan.
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Avangelice
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Aug 28 2017, 10:20 PM
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QUOTE(Vanguard 2015 @ Aug 28 2017, 10:19 PM) Comrades, The market closed very red today for some of the stocks. I hope nobody got trapped in Hengyuan which was down -13.42%. PetronM was down -7.68%, LCTitan down -5.39%, Johotin down -2.1% and so on. Fasten your seat belt and hang on tight for the roller coaster ride these next few days. AirAsia's QR should be out tomorrow. Would it be red like the previous QR? If so, then there maybe a bloodbath like Hengyuan. lol and someone in kopitiam has been singing praises about it. that guy's remisier is gonna be cursed
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djhenry91
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Aug 28 2017, 10:29 PM
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QUOTE(Avangelice @ Aug 28 2017, 10:20 PM) lol and someone in kopitiam has been singing praises about it. that guy's remisier is gonna be cursed lol..tht want apa story
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Vanguard 2015
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Aug 28 2017, 10:29 PM
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QUOTE(Avangelice @ Aug 28 2017, 10:20 PM) lol and someone in kopitiam has been singing praises about it. that guy's remisier is gonna be cursed You are referring to Hengyuan, bro? Got link to the thread? This post has been edited by Vanguard 2015: Aug 28 2017, 10:30 PM
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wayne84
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Aug 28 2017, 10:38 PM
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QUOTE(Avangelice @ Aug 27 2017, 05:31 PM) I m still holding it until the stock fundamental changing.
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wayne84
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Aug 28 2017, 10:45 PM
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QUOTE(Vanguard 2015 @ Aug 27 2017, 03:11 PM) You need a steady heart for Johotin now. I have seen my profit of +20% plus drift downwards to -1.17% now in a few months. Some investors also don't like the latest QR results and it is now trending downward. I sold Thong Guan a few months ago. Good fundamental stock but the price is lagging behind compared to its industry peers. Even the management is fed up and is considering listing in the HK market. Stock picking is extremely important during this period. but stil have to stay invest. was looking at this counter since month ago. buy if further drop.
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Vanguard 2015
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Aug 28 2017, 10:53 PM
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QUOTE(wayne84 @ Aug 28 2017, 10:45 PM) Stock picking is extremely important during this period. but stil have to stay invest. was looking at this counter since month ago. buy if further drop. If Johotin drop another 10%, I may also top up. But I have to look at the numbers again and think hard. Already heavily invested in Johotin.
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SUSlowya
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Aug 28 2017, 11:01 PM
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QUOTE(Vanguard 2015 @ Aug 28 2017, 10:19 PM) Comrades, The market closed very red today for some of the stocks. I hope nobody got trapped in Hengyuan which was down -13.42%. PetronM was down -7.68%, LCTitan down -5.39%, Johotin down -2.1% and so on. Fasten your seat belt and hang on tight for the roller coaster ride these next few days. AirAsia's QR should be out tomorrow. Would it be red like the previous QR? If so, then there maybe a bloodbath like Hengyuan. the fundamental and valuation readjusted vastly upon qr release, so should portfolio be reviewed or reshuffled to avoid pain.
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Avangelice
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Aug 28 2017, 11:34 PM
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QUOTE(djhenry91 @ Aug 28 2017, 10:29 PM) QUOTE(Vanguard 2015 @ Aug 28 2017, 10:29 PM) You are referring to Hengyuan, bro? Got link to the thread? https://forum.lowyat.net/index.php?showtopi...648&hl=Hengyuanlol this one
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Vanguard 2015
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Aug 28 2017, 11:41 PM
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QUOTE(lowya @ Aug 28 2017, 11:01 PM) the fundamental and valuation readjusted vastly upon qr release, so should portfolio be reviewed or reshuffled to avoid pain. Thanks for the tip bro. QUOTE(Avangelice @ Aug 28 2017, 11:34 PM) Thanks for the link.
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djhenry91
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Aug 29 2017, 07:26 AM
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Thanks for the link. I go reply there 1st
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Vanguard 2015
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Aug 29 2017, 08:59 AM
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Tony says he is real happy with the QR for Air Asia which will be announced today.
We wait with bated breath...
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JakeGFX
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Aug 29 2017, 09:06 AM
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I also hope for good result for AirAsia.  I want to eat rice this month
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valan
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Aug 29 2017, 10:06 AM
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hengyuan is a hot topic now. i'm still holding on to my hengyuan. in fact, thinking of adding more
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