Fundamental Value trader / investor base on PE & PB. Anti technical analysis. targeting undervalue company and hoping for privatization (easiest way to earn money)
Followers
14
Following
1
Blog Posts
0
Threads
2,367
Blogs
Threads
Portfolio
Follower
Following
2024-01-05 16:56 | Report Abuse
rally not even started yet, already bagged 4% profit margin hehe, nothing to lose
don't know if tomorrow morning still can get RM1.17 or below ya
2024-01-05 16:47 | Report Abuse
https://www.ndtvprofit.com/economy-finance/red-sea-crisis-freight-costs-jumped-over-sixfold-for-indian-firms-says-fieo-ceo
https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry
you don't need a fortune teller to tell you what going to happen next, just a little common sense is enough to tell
2024-01-05 11:40 | Report Abuse
but of course, in some situation of good fundamental companies, when there is lack of catalyst, we still need to wait blindly, but it sure worth the wait especially at bottom price while it is safe. just mix and match your portfolio, safeness come first
2024-01-05 11:36 | Report Abuse
what you need is fundamental analysis of a company, and play mind game to investors reactions towards fundamental indicators. for example, if a company's fundamental is actually bad, a recent good news can only provide chance for stucked investors to escape, not opportunity for new comers. that's why you don't enter all counters that has just had good news or one off "other income" good QR.
with that, and you can throw technical stuffs away already
2024-01-05 11:32 | Report Abuse
investors surely doesn't wait years to react to news, change in prospect, change in commodities price, recent QR releases
2024-01-05 11:30 | Report Abuse
techinical doesn't know any happening things before people react to it, affecting it's data to give a new late signal
2024-01-05 11:27 | Report Abuse
who tell you fundamental don't have short term indicators? they are more precise than technical blind prediction base on only previous trade data.
latest news, prospects, QRs are fundamental short term indicators, I always play by these for years and made good profits out of it most of the time. these are true indicators based on facts, depends on how you analyst it.
for example in this counter, red sea crisis and freight rate increase is ALREADY happening, why you still want to wait techinical indicators to tell you to buy? your profit margin will be lesser if it is not too late. if it is too late, you are buying when people are taking profit already.
2024-01-05 10:47 | Report Abuse
wait technical signal to tell you to buy this counter it might be late already
2024-01-05 10:46 | Report Abuse
techinical predict counter based on previous trading only la, it surely doesn't know about current freight rate lmao. really very funny nowadays people still believe in technical stuff, leave that thing to cryptocurrencies only, which is same as fake
2024-01-05 10:11 | Report Abuse
also let's not forget long term play of Indonesia's capital relocation to east Kalimantan, this stock now has short term momentum waiting for outburst and also long term play. dividend payout also available, almost win in all situation
2024-01-05 10:03 | Report Abuse
lagging behind KLCI as well now lol someone just collected siok2 at 1.16, wish I got that much cash lol
2024-01-04 23:13 | Report Abuse
@fruitcake, so many good opportunity this year, you don't like this counter? feel free to make your fortune else where
2024-01-04 23:10 | Report Abuse
@GLNT that's mean time freeze for us to accumulate as much as we could right? plus the net current asset balance, we got a almost warranted bottom at 1.05. I won't let this opportunity pass, if not that I also have almost as good counters to park my cash else where, I would have all in all my available cash here
2024-01-04 22:55 | Report Abuse
""
Posted by SincereStock > 2023-02-27 14:30 | Report Abuse
reentered today at RM0.800
""
"" Posted by SincereStock > 2023-02-28 09:07 | Report Abuse
cut queue sold at open price RM0.840, determined after in deep consideration that this stock has been in low price for long enough previously, sure many want to take profit at this point. good 0.40 profit for holding this stock overnight though, bough in just right after QR announced YTD to ride the short momentum of good result
""
managed to trade this counter overnight for profit at peak last year's february.
for this time, privatization or not, I dare to say the counter would have enough fundamental potential to break 0.84 and stay above after going through another 3 QR of satisfying good EPS, justifying to go higher than PE 5 albeit still no good dividend policy
2024-01-04 22:46 | Report Abuse
@hundred-bagger don't dare to put high hope on that again lol but I also don't dare to leave this counter although I need fast cash in other counters. I afraid privatization announcement right after I leave lol so just keep parking some cash here first
2024-01-04 22:35 | Report Abuse
reentered at 0.955 today by reallocating cash from PRESTAR, cannot neglect red sea crisis's impact on oil price as well, just hope PRESTAR can wait for me to reenter before fly lol
2024-01-04 22:30 | Report Abuse
sold all at 0.425 today, decided to park the cash at PENERGY for this moment, will come back if given opportunity
2024-01-03 22:52 | Report Abuse
@5354_ I know but what to do I got limited cash I must choose well where to park my money lol tbh most of the stock in my attention recently up up up, missed quite a few already, I really need to play well this catching game to make for the most sometime it is really sad also to see stock I just sold to up. recently switched my cash from HWGB to APM, at the end both also up, luckily APM still ended up slightly better choice. right now my best bet really is HARBOUR, it's price is lagging and due to up because of the now happening red sea crisis.
just hope I can reenter PENERGY again given chance, will switch back here if given good opportunity and timing. already pack up a little nice capital gains plus gone through the 3sen exdate already la this round btw.
2024-01-03 22:41 | Report Abuse
also remember the expired 20 sen iculs? actually nothing gone wrong with the company since then, IMAGO MALL is just as good as expect, and will continue to be no1 mall in Sabah for long time to come, I say this as a Sabahan that regularly visit IMAGO MALL. don't believe what I say, simply go visit it's facebook page and see it's comparable to west Malaysia top Malls' seasons' decorations. They don't do that if the mall is not that frequently visited and unable to easily regains the cost of building them up.
2024-01-03 22:36 | Report Abuse
Hope so, won't take profit too fast this time, it has been staying bottom low for quite sometime already
btw just another fact for thought, this counter started with ipo of 20 sen, after listed for so many years and retained profits of 52.8sen (mostly the form of a built up top 1 shopping mall in Sabah that can continuously generate reits kind of profits), which make it's current book value worth total of 72.8 sen.
then, after all of this accomplishment, the company now traded at half the price of it's IPO? so bad, so hard to believe, but then this is such a hard to get chance to buy ASIAPAC at half it's IPO price after all the accomplishment and retained profits!
2024-01-03 16:22 | Report Abuse
👍😏 haha let's see, very good mood now day1 & day2 2024 very good year good start
btw why so negative keep thumbing down, your MCEHLDG also doing well what, despite not as good fundamental as APM, let's see who's end up higher leading autoparts trend
2024-01-03 16:11 | Report Abuse
woah haha just commented reluctant to sell this counter then few hours later this counter up 9% already thank you so much ASIAPAC
2024-01-03 15:58 | Report Abuse
👍😏 very confident I will be making money again very soon in this counter, should be the largest one compare to my previous record in this counter, consider the amount I have accumulated this time
2024-01-03 15:20 | Report Abuse
if this one really finally up, 2024 really a very good year haha
2024-01-03 15:09 | Report Abuse
hmm~ let's see whats brewing here just now touching 0.115 then push back to 0.105/0.110. I have collected enough btw average cost 0.110 after few in out previously with few profit locked
@5354_ just sold PENERGY after deep consideration during afternoon rest just now, can see my comment there~
2024-01-03 14:56 | Report Abuse
Company's NTA is almost twice prior to 2020's uptrend rally, cashflow is now so much stronger now following the great gains from the peak freight rate of the following years. Company is also keen in enlarging their current business capacity while not venturing into other uncertain or not their specialist sectors. With such fundamental and current prospect of freight rate, I think company at least worth it's previous peak at 1.5 ++ few years ago
2024-01-03 14:38 | Report Abuse
topped more again at 1.14. anticipating satisfying capital gains, if not also great dividend payout following a few great EPS from related upcoming QR
2024-01-03 14:36 | Report Abuse
sold off 1st at 0.945 while oil price is slight lower than the time of my entry, while there is good profit to lock. overally the counter still good for me, will reenter if given opportunity.
right now need fast energency cash to buy HARBOUR which has yet to react to red sea crisis / freight rate increase
2024-01-03 12:34 | Report Abuse
@5354_ don't have o bro, I google saja u, that's all I found so far. if u found any from any source can kindly share here also
PENERGY I think now need to see oil price performance dulu, but I still holding la as price still cheap. but still will see, as HARBOUR there I think maybe I need top up even more as red sea crisis is happening. the most reluctant counter I for me to sell now still ASIAPAC despite needing more cash
you can check here for ASIAPAC properties
https://www.asianpac.com.my/properties/
properties to be honest I don't have much comment la, besides those in Sabah here seems to be very fine. more hope that the company can settle down with IMAGO MALL as their main business
2024-01-03 10:33 | Report Abuse
@fruitcake "how to better & move forward in 2024?"
stop believing in technical stuff like EMA14, EMA50, SMA200
2024-01-03 10:02 | Report Abuse
@Nepo what kind of great news we expect here? I think it's great fundamental & great automobile & autoparts prospects is more than enough to justify the price movement?
but of course if there is good news like privatization offer would be better so that I can easily set TP lol
anyway, gogo catch up with MCEHLDG
2024-01-03 09:58 | Report Abuse
topped up a few more at 1.13 today, nothing better than lagging responses to it's related index movement
2024-01-03 09:57 | Report Abuse
sold at 1.84 today, simply because need quick cash to invest in HARBOUR which is still lagging in response to significant freight rate increase
2024-01-02 23:23 | Report Abuse
depends what cooperate action management want to take to settle it's debt la, or wait many many years to clear all the debt with IMAGO's consistent earning. regardless, IMAGO MALL is GEM that worth 1 billion now in my opinion
this valuation of 850m done at 2014 year
https://theedgemalaysia.com/article/trade-wise-imago-mall-game-changer-asian-pac
what I hope is management stop planing for anymore further property development project only if they still don't separate IMAGO MALL from ASIAPAC. maybe sell IMAGO for net cash to give special dividend after clearing all debt also good option for me if ASIAPAC want to move on as true property developer company
2024-01-02 23:09 | Report Abuse
see, why some even willing to throw at 0.735 gap gap down lelong price buy queue, don't so easy give up, this QR is actually POSITIVE profit BEFORE TAX, it only become negative AFTER TAX
2024-01-02 23:04 | Report Abuse
@GreatDreamer cannot judge it's worth base on it's current dividend yield as current dividend payout is merely 60%, plus it's EPS still has enormous room to improve base on it's previous record
make no sense that it's price still far behind MCEHLDG, as APM is bigger company, with better EPS, and more than 3x higher NTA (consist of net cash balance)
I would like to judge the company's worth and set TP base on it's next QR
2024-01-02 22:50 | Report Abuse
** Posted by SincereStock > 2021-06-14 21:29 | Report Abuse**
quote ""the most underrated logistics company in bursa should be SURIA
much better EPS compare to Harbour at it's peak before pandemic kicks in,
huge NTA discount, NTA is almost 3x the price
still much better DY than Harbour even at it's weak performance year of 2020
cash > borrowing, very insignificant financial cost to be deducted from profits (much better debt position than Harbour)
while HARBOUR's price is moving up, SURIA should move even further up, SURIA is moving slower behind HARBOUR as of today, hopefully will chase up tomorrow""
posted this 2 & a half years ago, see where is HARBOUR and where is SURIA now, too bad I didn't stayed with SURIA till now, already sold all at RM1.56, didn't expect it's price can shot that high especially without real volume and reall good EPS
now I am with HARBOUR, slow, lagging, sleeping also nvm, most important is now sure is bottom, even if freight rate back to 1000 level, as it is tested to be bottom at that freight rate
2023-12-29 15:58 | Report Abuse
buy offer so cheap, better hold to see next QR la haha
no liquidity counter really need good holding power in such situation
2023-12-28 15:50 | Report Abuse
MCEHLDG small company engine also start already, APM want wait apa lol? autoparts industry prospects is good now
2023-12-28 15:48 | Report Abuse
https://www.klsescreener.com/v2/news/view/1254061
公司自2021财年以来,净负债率为零;截至9月30日,持有净现金约2.7亿令吉。
2023-12-28 15:47 | Report Abuse
RM1.05 is bottom accounting to their net current asset, unless they start making losses QR
2023-12-27 13:50 | Report Abuse
https://www.youtube.com/watch?v=m31TkvDgthc
disclaimer: not my own video, just sharing what I saw
2023-12-23 12:00 | Report Abuse
https://www.youtube.com/watch?v=aQ6nn-WxkKI
revised my 2nd home project beneficial for property sectors?
2023-12-23 11:34 | Report Abuse
2023-12-22 23:01 | Report Abuse
this guys keep collecting from years ago, never dispose
2023-12-22 23:00 | Report Abuse
President DATO' TAN HENG CHEW acquired more shares again at 2.387 today, seems like he is very confident with the company's worth
2023-12-21 23:15 | Report Abuse
https://www.klsescreener.com/v2/news/view/1251411
good news here
2023-12-21 23:03 | Report Abuse
oya and forget to mention APM is a much bigger company compare with MCEHLDG
2023-12-21 23:00 | Report Abuse
go see MCEHLDG result, it is good, proving that this autopart industry is indeed doing good now overally, but APM still better. Especially in term of fundamental undervalue. MCEHLDG price already traded above NTA, although EPS wise it is quite encouraging, so if you are interested with MCEHLDG, why not invest in APM instead for better opportunity (65% NTA discount!!) hehe
Stock: [HARBOUR]: HARBOUR-LINK GROUP BHD
2024-01-05 16:56 | Report Abuse
just finished the above comment and RM1.17 sold out lmao