omgimnoob you recieved a hard copy ?

walao ... this is a very epic waterdiving ... zzzz ... what the hell ?

Bring up this old post again.

How many investor still manage their portfolio well ?

instead of trying to predict the next day price movement which you can't control, you can control your loss and profit by managing stoploss and profit taking measurement.

you should ask yourself why you buy the share and planned the exit strategy before you buy.

of course, you need to know how Malaysia economy works.

If the government stop spending / capex on infrastructure, there will be no money trickling down to the contractor, and to the rakyat....
Our Malaysia economy still heavily dependent on government, hence you can consider we are a "resillent" country unlike those country whom depend on private consumption...

Example , compound 15% per year, 35% crash per 8 years (fair right).
It's a total different scenario when you compared to an "ideal" situation.

Don't compare with Warren Buffett or tell me his track record is achievable. There is only one WB , and there is only one GS.

Everybody knows the power of compounding.
That's your ideal situation.

But people never knows WHAT and HOW MUCH is the cost if you suddenly suffered a 30% lost in a year due to unpredictable crash.

Who's holding GKENT yet ?
I'm the one whom still holding it =D

Tan Yew Meng, I'm more concern with the next dividend amount =P . Jangan 2.6c lagi (hmm.. 2.6.. hehehe). Boleh upgrade sikit ? =P

Just sharing from my friend's quote.

In economic, when it falls below marginal cost of production, you cut supply. But when you have deep debt to service, the only way is to compensate it with more supply

hmm... hmm... drop without volume due to bad sentiment ...
nevermind, let the Febuary report do it's talk...

brother, do you consider the recent proposal ?
Then you will know why it is still remain here...

I expect the price will be flatten until all the weak shareholder is shaken out.

Some counter you can't use PE to gauge it...
The new plant is expected to produce 5x to 6x of the size of the existing freezer warehouse ...
And personally I like food industry. Once you established a good brand and secured a deep moat, it will definitely be a super FCF generation machine.

http://new.medicine.com.my/2015/12/the-changing-landscape-of-junior-doctor-jobs-in-malaysia-iv/

http://pagalavan.com/

yeekarwai88, you invested big in GKENT kah ? Why I can keep seeing your trace @ forum/post related to GKENT ? Hahaha.

Relax aje lah bro.
He comment you reply he comment you reply tak habis habis punya.

Quote CalvinTaneng,
One more thing. Wang Zheng is a Far Far More Solid Company than XOX, Hibiscus & Xinquan. Why don't you go there and warn all the newbies there?

********************************************

Calvin, I just come here and comment on the calculation. It just that 1+1 = 2 , but my mind tell me it's 10 (base 2).

I have no grudge against you or your stock.

*************************************

And I'm tired and have no obligation to warn people not to buy those kind of stock. You wanna play the game, you had to risk your underwear to play it.

Your Regards,
CFTrader.

To me, I dun like to put receivable as the way to pare down trust reciept. NNWC only consider 50% of receivable value.

Neverless, expect some big price movement from this posting.
The nature of Wang Zheng is super low liquidity counter.
After this post, it might trigger the interest from the "invisible hand" .

A company can hoard tons of cash, but also yield hoards of liability / borrowing.

One of the best example is YTLPOWR.
The boss claims YTLPOWR is cash-rich.
Yes it's cash rich, but not net-cash-rich.

Calvin, please do not give a wrong concept to the newbie.
Net cash is defined as the cash remaining after deducting ST and LT borrowing.

In WangZheng this case,
FD 43m
Cash n Equal 57m
ST Borrowing 75m
LT Borrowing 16m
Do the math , and you will get 9m net cash only.

As Tan KW wish.

Regards,
CFTrader

yeekarwai88, I always say that I have GKENT in my portfolio.
Doesn't care it's virtual, or a real portfolio.
And I don't think a lot of people notice KAWAN this counter. =P

Regards,
CFTrader

Posted by CFTrader > Jan 5, 2016 11:50 PM | Report Abuse X

Walao 19/20 dah join. I don't join macam potong stim...
Sorry for the late post.
Tan KW. Please key in for me the pick.

KAWAN 20%
GKENT 20%
TGUAN-WA 20%
TOPGLOVE 20%
GESHEN 20%

Walao 19/20 dah join. I don't join macam potong stim...
Sorry for the late post.
Tan KW. Please key in for me the pick.

KAWAN 20%
GKENT 20%
TGUAN-WA 20%
TOPGLOVE 20%
GESHEN 20%

Happy New Year Ezra_Investor.

For those who wondering GKENT is an invest-able counter or not, I'll just quote Mr. OTB 4th rule : Please do not listen to rumour especially the lies in I3investor.com. Please do some homework before you buy any stock.

Regards,
CFTrader

My black horse in 2016. You can say KAWAN_WA takes a lot of proportion in my portfolio.

Good luck bro !

Dear all,
I wish you all best of luck in 2016 competition.

Your regards,
CFTrader

Don't need to argue.
If we are correct, Mr. market will award us with rewards.
If we are wrong, Mr. Market will punish and take our cash back as punishement.

If you argue with paperplane2016 and win the argument, but Mr. market doesn't buy your idea, we will also lose money.


Regards,
CFTrader

Quote : paperplane2016 Cftrader suk sah?

Might to elaborate more on the terms ? I have difficulty in understanding it.

Regards,
CFTrader

oh , Your 6% PDP fees are the profit margin of that project.
I thought that you claimed that they will recognize 6% of the project revenue @ the period you mentioned.

paperplane2016, I welcome all constructive comments and knowledge-able person to lecture me, but not an empty tin that making noisy sound. Please back your "what-if" with real facts and figures.
Don't be cocky. I read a lot of your comment and it appears that you are showing the "arrogant" personality.

My dealer always tell me to be humble towards Mr. Market. His famous quote is "You lansi, you mati".

Thank you ,
Your Regards
CFTrader

Dear Tan KW,
I won't participate in 2016 TOC competition. The reason is simple, my themeplay for 2016 will be 富贵稳中求 (Seeking prosperity cautiously) , so I knew that I won't win in the competition.

You can give my place to other fella whom interested in joining the competition.

Your sincerely,
CFTrader.

yeekarwai88, why 6% ?
Actually I have no idea on progressive billing thingy , can enlighten me a bit ?

unfortunately, speedyboy has a point.

DAP has a high support already for the Chinese majority.
In order to success, we need the non-Chinese support.

I know that DAP keep on promoting their works for "Malaysian", but others' don't recognize DAP as a multi-racial party yet. Maybe only the city dwellers will recognize their effort, but not the sub-urban and rural folks.

To win the GE, DAP and their alliance MUST go for the sub-urban + rural folks heart, and win them from BN.

just a random out of topic question.

Why koonbee have koonbee1, 2, 3, 4....
Why paperplane have paperplane2, 2016 .. ?

Anything happened ?
Or just spoof account ?

If you read Icon8888 article, you will know I'm the "angler" type of Investor.


I'll show you a simple calculation which I had calculated for my THMM Fb group members :

____ (Extract 1)_____

I think starting from Mid-2016 , the project PDP will commence work.

According to Prasarana , the project worth RM 9 billion.
JV at 50:50 . Hence, RM 4.5billion .

Profit Margin @ 6%. --> RM 270m profit.
5-year project. ---> RM 54m profit per year
simple trailing calculation of 300 million issued share. ---> EPS 18c per year


_____(Extract 2)______
Yes, Khai bro but 270m profit for the next 5 year doesn't WORTH RM 270m by now.
The cash on the future is worth lesser than the current cash.

We had to discount it. My assumption will be 44-49-54-59-64 million recognization.
Given with 5 year TF, 10% discount rate.
The total contract real time value will be Rm 204.72m .
Divided by 5 year , avg discounted value is RM 40.94m.
300 million share , means EPS of 13.64c (real time value).


____ (Extract 3)_______
From 2015 AR
Metering contribute 96.61m of revenue (27.335%) , and netted 19.20m profit (37.09%)

Engineering contribute 256.55m revenue (72%) and netted 32.57m profit (62.91%)

So if assume
(1) Metering contribute same profit
(2) Engineering part have the same margin
(3) LRT 6% Profit Margin

-> Meter give 19.2m
-> LRT3 give 54m
-> Other small small engineering part give 5m
-> Provisional for miscalculation (5m)

EPS : 24.4c

40% Dividend policy will net us 9.8c per share.

_______(Extract 3)_________
Factors to affect EPS and DY :
(1) Lower LRT project profit margin
(2) New metering project obtained.
(3) Higher working capital / capex required for LRT3 (lower DY)
(4) Step-by-step recognization of the profit ....

Note : all of these calculated during December 8. I haven't adjusted for the latest report

Time will prove GKENT - this company is worthy enough for investor to hold on.
Mark it, and revisit it 1 year from now.
Small potato like me, you, or others, bash GKENT like no tomorrow or praise GKENT like god also useless..

(unless you are the operator behind, and also, even operator can't beat the Mr. Market)

Cheers, and Happy Xmas.
Wish you guys have a prosper year ahead.

Your Regards,
CFTrader.

relax, paperplane2016. I just share a story. I return all the non-medical related biology to my high school teacher already, hahahaha.

most of the seller below 2.50 already absorbed, and the valuation currently is stretched....

So the fund will wait until the profit growth sets in...
It's the nature of price building.

Build - Stop - TSO - Build - MU - Wait - MU - TSO - MU again - place to interested fund / selldown (in bad company)

poor yeekarwai88, like this also kena flagged...

Dont' worry.
Let me share a story with you.

The Bee and The Fly.
The bee will always eat honey and the fly will always eat shit.

You don’t need to teach the bee what to eat, he will just stick to the honey. On the other hand, the fly will always eat the shit. If you tell the fly, “Hey Mr Fly, here is some good tasty honey, come eat it!” and the fly will tell you, “F**k off, I just want my shit.”

Now this seems like a good joke and an insult if you think you are a fly. But the truth is, in our world, over 90% people are the flies.

IMHO, you don't go and challenge the Mr. Market. You ride with Mr. Market. Oftenly, you will die with overwhelming force if you challenge him ...

I'm tired waiting the PP ...

Koon Bee you made my day.

quote :

No need so trouble...To get a counter up just use icon8888 to promote...to get a counter drop, just ask calvintaneng come out to gv tips, sure drop at least 50%...this method has proven record from the last few years

朋友当然要一生一起走。
Friends must walk together till the end.

In sharemarket, you don't need to act sifu.
Want to act sifu, please go participate 2016 TOC challange.
You emerge as a Champion, i automatically salute you.

Don't forget , "lu lansi lu mati"

how about you ask your client and all your friends and buddy to selldown this stock since you claim it's not that good ?

Don't need to talk bad about it.
Selldown, push all your share to the operator of GKENT.

also, if can, ban call/put warrant as most of their lifespan can't make it thru the deadline ..

murali , oh okay .. hahahahaha. I forget about that thing.

murali, how about each participant must pick at least 5 stocks ?
After all the investment amount should be adjusted by the participant as well. IMHO, capital allotment is one of the most important knowledge in investing criteria.

That orderbook doesn't know include the LRT3 or not hahahaha.
If not, then that's really a HUGE orderbook.