Got news saying RHB and AmBank will merge.
Investors Club V10, Previously known as Traders Kopitiam
Investors Club V10, Previously known as Traders Kopitiam
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May 31 2017, 10:13 PM
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#1
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Got news saying RHB and AmBank will merge.
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Jun 5 2017, 09:11 AM
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#2
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Jun 6 2017, 09:26 AM
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#3
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Jun 6 2017, 03:31 PM
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#4
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Jun 8 2017, 10:08 AM
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#5
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QUOTE(Nemozai @ Jun 7 2017, 10:17 PM) I know all sifus here stress on fundamental. Me too. But I want to ask do you guys really calculate the intrinsic value of those strong fundamental companies ? All those I learn from US books to calculate intrinsic value is not useful here in Bursa Malaysia? Most counters sifus mentioned here have strong fundamental I agree. But if I calculate the intrinsic value, most of them is overvalued. I expect 10-15% annualized return with my intrinsic value calculation. Am I doing smtg wrong? I'm quite lost. You use DCFA? How do you determine the discount factors and predict future cash flow? Maybe you can show us an example.In any case, even with PEG method, not easy to find undervalued stocks in Bursa at this time. |
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Jun 8 2017, 10:27 PM
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QUOTE(Nemozai @ Jun 8 2017, 08:33 PM) I use EPS and dividend payout based on past 10 years to get total estimated return. Then use this formula to get a, R=ar^(n-1). And then discount it by 25% to get fair value. Then I use 2nd fair value which I get by discounting 33% from 52weeks highest and lowest's difference. Only when my stock price fall below both fair value I will buy it. May I know what are the R and r in first formula?Yes. Exactly. This is my point, if we can't find undervalued stocks in Bursa at this time, what should I do ? Die die also invest by just looking at fundamental? Or I wait? But then I read a quote which state that time in the market is more important than timing the market. Sifus can advise me what to do? Or is my method wrong? Can sifus tell me was there a time in history where we could find such good and undervalued stock in Bursa Malaysia? Can point it out so that I can do some research on that period so that I know I will not be waiting for nothing? This only happen when this thread suddenly become quiet? I assume the 25% is margin of safety. In Malaysian market, you can hardly get anything with 25% MoS. Recall that Warren Buffett said: It's far better to buy a wonderful company at fair price, than a fair company at wonderful price. So for wonderful companies, you may want to use a smaller MoS. Other things we can do: - search for undiscovered gems (not easy though) - invest in overseas' market If you are not comfortable investing in foreign stocks directly, try unit trust. |
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Jun 10 2017, 12:06 PM
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QUOTE(Coup De Grace @ Jun 9 2017, 02:51 PM) What is PE?PE = Price/EPS EPS is calculated based on whole year earnings. You don't buy a stock based on one-month brisk sales. You buy a stock if you anticipate good results one year ahead. QUOTE(Nemozai @ Jun 9 2017, 09:21 PM) Omg. Sifu, your words encouraged me again. Make me more confident that I'm not doing something wrong. Thanks a lot Can you show us how your book derives this formula?R=ar^(n-1) R = total estimated returns (Expected price in eleventh year + Total dividends calculated using past 10 years EPS and dividend payout from EPS) a = Intrinsic value of shares r = Growth rate (which is adjustable, I put 10-15% because less than that I can get from UT, I did invest in FSM) n = Years, in this case n=11 After I get a I will discount it by 25%. Like what sifu mentioned, hardly find any good fundamental PLUS undervalue stock, maybe I should be more lenient with my margin of safety or decrease my target growth rate. But base on your experience, did they ever appear, say during a recession in Bursa Malaysia? I just have to be patient? I get this formula from a local book. What do you think? |
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Jun 14 2017, 03:25 PM
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#8
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Jun 14 2017, 09:48 PM
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#9
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Jun 22 2017, 05:09 PM
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#10
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QUOTE(Vanguard 2015 @ Jun 22 2017, 11:31 AM) The DY for Silk is about 30%. The interim dividend and special dividend totalled RM0.15. The current market price is RM0.50. Therefore if you buy RM10k, your dividend is RM3000? Better than Ponzi scheme? How is Silk's fundamentals? What if you buy at RM0.50, get dividend RM0.15, but price drops to RM0.25?But you have to study carefully first before going in. Sorry, busy these days, no time to study... |
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Nov 3 2017, 02:48 PM
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#11
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Nov 7 2017, 03:03 PM
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#12
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Nov 20 2017, 07:51 PM
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#13
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Nov 22 2017, 12:20 PM
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#14
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QUOTE(lowya @ Nov 21 2017, 08:38 AM) already got closed out a few positions, economy and QR good but stocks are not performing. Which companies report good QR but stock prices down?perhaps just wait for foreign investor to come back, meanwhile park most capital at FD waiting. Could be accumulating opportunities |
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Dec 1 2017, 04:37 PM
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Public Bank dropped to 19.90.
Anything happened |
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Dec 11 2017, 10:59 AM
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#16
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Dec 20 2017, 05:40 PM
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#17
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Mar 26 2018, 09:43 AM
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#18
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Apr 9 2018, 09:32 PM
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#19
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May 10 2018, 04:07 AM
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#20
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Which stocks will fall when stock market reopens?
AirAsia DRB-HICOM Supermax CMSB Astro (if got free EPL) I got CMSB This post has been edited by river.sand: May 10 2018, 04:12 AM |
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