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2014-03-20 14:33 | Report Abuse
Jeremy Chan NTPM public float is less than 15%, which is why its pricing is relatively stable.
Hi Jeremy Chan how to check the public float?
2014-02-21 16:59 | Report Abuse
1) Tan KW @kcchongnz
From the reversed engineering DCF, it is shown that the market is expecting Pintaras Jaya’s business to shrink at a compounded annual rate of 14% per annum for the rest of its economic life. That means its earnings will be less each year by 14% forever.
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may i know what is the formula you use to get the 14% ?
04/08/2013 13:36
2) kcchongnz TanKW, use the Kfima spreadsheet, tab DCFM2 and plug in the numbers. My other assumptions are ROC at high growth 25%, stable growth 15%.
By plugging in the numbers, you will find the market price is about the intrinsic value with 5-year growth of -14%.
04/08/2013 13:49
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May I have the template as I'm seeking ways to understand the method of the reverse DCF...?
TanKW or kcchongnz?
2014-02-20 09:22 | Report Abuse
Dear Tan KW, coolio, sool8 and annmarie,
I have delivered the ebook of "Margin of Safety" (which provided by kcchongnz) to your mailbox.
Check it out if not receiving please get me informed.
2014-02-19 16:11 | Report Abuse
Tan KW, I can send to you if you don't mind to share your email here.
2014-02-19 15:11 | Report Abuse
Thanks kcchongnz to share with me the ebook.
2014-02-19 14:40 | Report Abuse
Hi all, if anyone got the ebook of "Margin of Safety" by Seth Klarman please kindly share with me ya. TQVM!
My email: boaster_kokhoe@hotmail.com
2014-02-17 20:18 | Report Abuse
Hi all, if anyone got the ebook of "Margin of Safety" by Seth Klarman please kindly share with me ya. TQVM!
2014-02-16 11:09 | Report Abuse
Hi sense maker, may we make a friend? Nice to meet you ya. If not forgotten, you had vast working experience in China. XÞ
2014-02-15 22:05 | Report Abuse
My email address: boaster_kokhoe@hotmail.com
2014-02-15 09:05 | Report Abuse
Is it those websites recommended above already prohibited to download? Can anyone of you share the ebook "Margin of Safety" by Seth Klarman with me?
2014-02-15 08:50 | Report Abuse
Hi kcchongnz, thanks! May I have your email? I would like to make friend with you and learn from you how to analyse a company wisely. Text me at boaster_kokhoe@hotmail.com if you accept to make friend with me. XÞ
2014-02-14 07:30 | Report Abuse
Hi kcchongnz, wattapi refers to the current price as compared to your present price aforesaid (at RM 1.74), so on the surface, he judged a loss on PADINI -- a fool who did not care about the business itself but purely on the share price movement.
kcchongz, do you have any ebooks on the below recommended books by you? If yes, can you kindly share with me? By the way, I'm a neophyte in the stock market and hope to learn from you as previously I glanced through your articles that really showed how to put those jargons -- financial measures into action...
"Keep improving yourself by reading the books and articles by the investment giants such as Warren Buffet (Letters to shareholders of Berkshire Hathaway), Charles Munger, Peter Lynch (One up wall street), Joel Greenblatt (you can be a stock market genius too), Howard Marks (the most important thing illuminated), Seth Klarman (Margin of safety), Philip Fisher (Common stocks and uncommon profit), Aswath Damodaran on valuations etc."
Also, can you share any books about the author, Charles Munger?
Nice to meet you.
2014-02-04 23:05 | Report Abuse
Good info from Patrick -- unsecured loan -- I will take note to improve my analytical mind. Thanks!
2014-02-04 07:11 | Report Abuse
Oh I see. I hate people waste using tissue papers -- NTPM will be good future prospect.
2014-02-03 21:49 | Report Abuse
Hi rlch, yeap. Alright. It's unlikely that the company will pay another special dividend again. XD
2014-02-03 21:32 | Report Abuse
Thank you, Patrick.
But still wondering why don't just pay out the available cash rather than raising a huge short-term debt to pay dividend?
2014-02-03 21:16 | Report Abuse
Hi KC Chong can we make a friend?
2014-02-03 19:31 | Report Abuse
hmmm how come the company management wanna raise debts to pay out the special dividend? Please kindly share your insight.
2014-02-02 07:59 | Report Abuse
Huh? AyamTua what do you mean?
Blog: ValueGrowth investing strategy of Glen Arnold: A case study on Pintaras jaya kcchongnz
2014-03-26 07:43 | Report Abuse
chunghiung I did find it through Popular, MPH, Borders but they didn't sell. Perhaps can grab one through Kinokuniya.
Or Mr.kcchongnz have a soft copy of ebook? ^^