Yes, those who shout more than RM 10 TP is too optimistic. One should not focus too much on the PE expansion. What is interesting is the upcoming capacity expansion from TE3 and also PP3 in the second half of the year.

PChem in the past has indeed recorded much better margin than LCTitan. I think it is not fair to assume equal 15x PE valuation on LCTitan. A 11-12x PE on LCTitan would be considered good. Another valuation to watch is price to book value, Pchem is trading at 2.3x. I will be very happy with LCTitan if it trades at 1.8x or 2x book value

Hahaha. Chong peng why list so few? Must list ALL mah

In before author come and promote bioholding

Construction is behind schedule and likely cost over run.

Ok lah. Normally i will diao 7 his post. But this downtrending post is much better than his usual selldown chart as he provided his own assessment of the downtrend.

Kantoi lah otb

Comparing Amazon with Nestle shows how much fools have been priced in. Nestle is going one way - down.

Many people hate xuewen but to be honest he never lead people to holland in i3. The whole episode of hengyuan is never trust i3 earnings prediction and ambitious TP.

What to do? Everything I post the psycho mom will come out and quote me. I have a reputation

This time i wont scratch his backside because our beloved teh chong peng is finally posting something useful

Interesting stock. Despite being in a cyclical industry, earnings have been quite stable over the years if we look at PChem.

lmao

The current nestle reminds me of Coke in 1999. Coke during that euphoria period was trading above 40X PE which we never saw again today. At current price, Nestle is a sell

Hahaha. I am very lazy to entertain him charles. He is a nobody

Jesus. I think we are dealing with a child here

Post removed.Why?

Those in making? Lmao. When did you ever write a making waterfall? Funny teh chong peng

I thought you sold everything on 1st March 2018? How are you still holding BJToto? And you shorted futures? Dont talk only

Cpteh if you got balls please go short futures. The fact that you didnt proves that you are all talk no action

Why you guys keep attacking otb?

Where does cpteh stand?

The number of e meeting you had has nothing to do with correctly predicting the sell down. Only newbies will be conned by your antics. For the last several years you have been barking crash everyweek

You so excited for what? You made any money from the selldown?

3iii and Ricky Yeo were right!

Smart guy trying to predict earnings again

Good

Ho seh

How many inno shares you holding?

The lessons from hengyuan taught us no one in i3 could estimate future earnings correctly

Nice! In before CPTeh come out with a post prepare for crash

Dont forget ultimate decision is always yours

Yawn. History lessons again

Worry this worry that better put money in fixed d

A bull market climbs a wall of worry

Fahmi disagrees

Hahahahah! Herbert is i3 best poster! See your ic soon!

In conclusion, OTB ego is toooooooo big to admit mistake and cut loss!

Who is otb?

Here comes teh chong peng with the history lessons again.

Lmao herbert. Dont sell masteel. Later otb will emo and scratch your back side

Teh chong peng, if you are that confident of a selldown ahead. Please go short dow futures. Dont come here and teach us about history lessons. The real reason people dont respect you here is 100% of what you are talking about is history.

This stock is creeping up quietly. It reminds me a lot about padini. High free cash flow, high dividend and growth

PE 15 too low. Must put PE 30 so the upside is more

Thank you for quoting my name on your blog. I think I have made it in life. I am famous now. Do you want my signature bro?

Teh chong peng is i3 version of cnbc dennis gartman. Utterly clueless self proclaim trader but in fact a serial losing gambler. When he say sell, we must buy!

So this teh chong peng said he sold everything on 28th february. Lets see. If there is a rally in the next few weeks, he is going to say he bought this stock or that stock before it goes up

Blue hor fun and hairy teo counter dont touch. They are always quite late into the party

You take i3 too seriously bro. Go get a life outside. I always take everything in i3 as an entertainment.

TP RM 0.70