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 Investors Club V10, Previously known as Traders Kopitiam

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nikewee
post Nov 2 2018, 03:21 PM

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QUOTE(enkil @ Nov 2 2018, 03:18 PM)
Waiting is so boring smile.gif
*
MY stock rocket before Budget, no need 'wait' liao, next monday sure very good show tongue.gif
nikewee
post Nov 2 2018, 03:25 PM

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QUOTE(enkil @ Nov 2 2018, 03:21 PM)
Lucky you  rclxms.gif
*
no leh i no in...I scare of my 'FOMO' already..quite a number stocks stuck and waiting recovery...haha...

property cannot in, tech cannot in, car cannot in, bank also down, plantation no eye see..
only can play low PE stock now bangwall.gif

my ranhill said months ago also no in, now run till RM 1 cry.gif
nikewee
post Nov 5 2018, 10:04 AM

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QUOTE(Vanguard 2015 @ Nov 5 2018, 10:02 AM)
GenM anyone? Now down -25%. Fire sale!
*
yeash, in since 4.8 brows.gif

average down 3.4x...

see that warrant rise my heart ping pong ping pong but as an investor...keep calm keep calm... innocent.gif

This post has been edited by nikewee: Nov 5 2018, 11:22 AM
nikewee
post Nov 5 2018, 01:33 PM

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Joined: Nov 2007
QUOTE(Kjk014 @ Nov 5 2018, 01:00 PM)
I just applied to open CDS account last week at Maybank. I opened direct account. I have received e-mail from Bursa for the successful registration. How long should I wait before I can activate my online stocks account?
*
its better to have a remiser/broker so u can ask 'politely' when u have question. (ei dont get me wrong, i mean u can ask fiercely with them so they reply u fast, not need to be polite in lowyat as here is land of troll xD)

if not wrong within a week for whole process hmm.gif
if not wrong....

This post has been edited by nikewee: Nov 5 2018, 06:05 PM
nikewee
post Nov 9 2018, 12:31 AM

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QUOTE(Lyu @ Nov 8 2018, 09:28 PM)
Hi... I tried to google it but couldn't find the answer

AAX, Matang is what type of shares?

Is it ordinary shares? equity shares?
*
https://www.investopedia.com/ask/answers/04...nary-shares.asp

u means this?

nikewee
post Nov 9 2018, 08:04 PM

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QUOTE(Kjk014 @ Nov 9 2018, 04:28 PM)
Just actvate my trading account. Yeay
*
welcome aboard, hoot 300k lot directly and go up status to top 30 shareholder rclxms.gif
nikewee
post Nov 9 2018, 10:23 PM

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QUOTE(Lyu @ Nov 9 2018, 09:48 PM)
after read it... can i assume it ordinary ?  dry.gif
*
if not wrong, peanut like me all buy ordinary shares, more for retail investor. [btw we usually wont touch on preferred stock]

Preferred share more for institutional/foreign player, unless u have money like EPF..xD

Equity yes, most/all stocks = equity.
Accounting wise equity = Asset - liability
Investment wise, equity for me = aggressive approach
then we have balance and fixed income...risk and return inversely proportional.

------------------------------------------------------------------------------

Matang is in Ace Market, which different from AAX in main board.

For Ace market info:
https://www.fortune.my/ace-market.htm

in short, ace market is for companies that not big enough to enter main market.
the risk might be higher, but as well as the return.

one good example of good return company = 0200.
two bad performance = 0201 and 0202.


So now actually you have this 2 companies in mind? AAX and Matang?
can go through all info from i3 or malaysiastock.biz, check their past performance, future aim, expected return etc etc before you hoot money inside.

btw may I know why Matang? the liquidity is very low, be prepare if your money just stuck inside for very long time and no movement at all.


[summon cherroy sifu to correct me sweat.gif ]

nikewee
post Nov 9 2018, 10:38 PM

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I stuck in Tony's dream, i think his era ended, all those buy plane news wont boost at all. one oil price up then dive like no tomorrow.

Luckily just donate RM100 inside sad.gif
nikewee
post Nov 9 2018, 11:17 PM

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QUOTE(Lyu @ Nov 9 2018, 10:49 PM)
My company wants me to declare my holding

Then I don't know how to fill the type of the shares I am holding

AAX was the first share I bought, I ady missed the timing to sell it... So just hold it till the right time to sell again

Matang, I speculated it during GE (no eye see this)
*
ah cheh...then i over explain...yes ordinary share mega_shok.gif

company a..first time heard of this...i tot LHDN? tongue.gif
nikewee
post Nov 19 2018, 02:15 PM

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QUOTE(Drian @ Nov 19 2018, 01:08 PM)
Do you guys think that TM is oversold? Approx RM6 to RM2.3 now

Yes they are expected not to be as profitable as before a but I highly doubt their profit will drop by 70% to justify such large drop?
*
no..just not yet..they dominate too long..

QUOTE
ks55 Last time I paid rm 199
Now I pay rm 129

1.6m unifi users, so revenue drop by 1.6 x 70 x 12 = rm 1344m

Profit before tax drop by rm 1344 x 1.1 = rm 1478m

Gross profit (loss) for FY 2019 is rm -430 million

TM fair valuation is less than 1.50
19/11/2018 09:41


do a simple math before and after their earning from Streamyx and Unifi then you get a clearer picture on this.


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


and Mr.Gobind is pushing streamyx price down further, people will not happy until streamyx is cheaper than unifi which mean average should be lower than 100 or even 89RM, which is 25% profit reduction when cost all same.

second, market dah open, if TIME infiltrate KL 100mb for RM99, plus TNB (with their cable network) share a piece of cake, can TM really sustain?

third, I think TM having bad time, if cost/rev isnt a big problem, they can just announce big discount to all streamyx and free upgrade to all IMMEDIATELY, but not drag here drag there...

fourth, not sure if dropping out of KLCI will make it even worst.
----------------------------------------------------------------------------------------------------------

https://klse.i3investor.com/servlets/stk/annqtyres/4863.jsp

scanning through this...I found that revenue almost same, but profit keep dropping...
what happen to the cost? aren't those infrastructure alr there? besides electricity and maintenance on those established premises, what else they actually did?

or smtg fishy happening inside? well I dont know..

compare to maxis, digi, time etc...

https://klse.i3investor.com/servlets/stk/annqtyres/6012.jsp

they can have NP margin of 20% for utilities....I dont understand where the money go in TM...

*I dont own this stock, I'm ikan bilis of ikan bilis, all calculation just very very rough...but correction are welcomed rclxms.gif

This post has been edited by nikewee: Nov 19 2018, 04:28 PM
nikewee
post Nov 19 2018, 02:54 PM

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MCMC bash TM again.
what would you do if you're foreign investor?
nikewee
post Nov 19 2018, 04:38 PM

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QUOTE(cherroy @ Nov 19 2018, 03:17 PM)
Not count like that.
The reduction of Unifi/Streamy (if) at 30%, means you have reduce 2.3 mil x 30% of the subscription price. If average revenue per user (ARPU) reduces Rm30 per month, then total monthly revenue loss would be 2.3 mil x RM30 = Rm69 mil per months if cost is not reduced.

So market currently is pricing in the PBT may reduce significantly, unless some drastic measures (that involving cost cutting effect) are taken to mitigate the risk of lesser revenue.
*
I think I average them usage for RM200 per user including SME:

big portion streamyx personal - RM100~ 150
big portion UNIFI - RM 139 ~ 189 (forget last time highest pricing)
small portion SME - RM 200 above (im using RM240 for 4mbps in Perak small town, 8mb is RM300 alr.
small portion corporate - unsure but surely use k to count.

so roughly roughly la..haha..

maybe you r right, they will just reduce RM30 rather than 30%, 30% is big discount for corporate user, they will lost even more.
nikewee
post Nov 22 2018, 01:05 PM

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QUOTE(whoopa @ Nov 22 2018, 11:47 AM)
500 lot is 500 x 1000 right
wah lao big shark
*
x100

but still big shark laugh.gif
nikewee
post Nov 22 2018, 01:24 PM

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QUOTE(Fortezan @ Nov 22 2018, 01:12 PM)
Depends on the share price actually, for those share price less than 0.20, it's quite common to see 1000 lot in each transaction
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yes...i also think of penny stock, but 0.01 of 0.2 = 5%...if go down 0.01 = 1k alr...
I still tiny fish here..cannot take that much lost will heart attack laugh.gif
nikewee
post Nov 26 2018, 09:52 PM

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Popcorn selling hot now.
Movie ticket 4863.

joke aside.
I still wont go in even it go to 1.5...based on my rough calc before...

It will recover, until more solution come up, and ministry stop kacau them...


nikewee
post Nov 26 2018, 10:33 PM

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QUOTE(issac96 @ Nov 26 2018, 10:15 PM)
Im stuck with AirAsia and Gkent , wondering if AirAsia will rise to 3.2 hahaha
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same here, aa @ 3.24 rclxms.gif
gkent @ 1.22 rclxms.gif rclxms.gif

if gkent come out red next week...gg la duit aku.. bye.gif

If aa ever go to 3.24, I confirm I will never touch Tony anymore.. console.gif
nikewee
post Nov 27 2018, 10:23 AM

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salute to genting.

I entered wrong cinema pula, haha!

So we will see some fancy fancy animation in new theme park rather than Fox n Disney now la?

GG lo...
another few months/yr delay
nikewee
post Nov 28 2018, 12:55 PM

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recently really hard to predict a...those should up base on performance go down instead.
Those performance no good up pula.

PE 5 DY 9% also down till PE 4.5 << hopefully QR come out wont waterfall

another PE 5 drop till PE 4.0, DY 5%...

everybody just prefer batu than gem sad.gif
nikewee
post Nov 28 2018, 02:26 PM

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FGV anybody holding?


nikewee
post Nov 29 2018, 09:33 AM

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QUOTE(cherroy @ Nov 28 2018, 03:26 PM)
PE is not a good yield stick to judge at current economy situation, especially those sector that are in uncertainty.
As a deteriorated sector/business can mean next year profit down to the drain, so past PE number become irrelevant in this kind of situation.

The market is always concern about sustainable profit and dividend yield, if the market view those are not sustainable, stock price likelyhood will go south, even you have low single digit PE.

While if the particular company business has good prospect, even a PE 20, market also willing to pay for it.

Market is forward looking, not backward.
*
well said.
noted down already, sifu

some construction stock really attractive but so far order book till 2020 only... sad.gif

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