Fundamental Value trader / investor base on PE & PB. Anti technical analysis. targeting undervalue company and hoping for privatization (easiest way to earn money)
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2023-11-23 17:18 | Report Abuse
@Dehcomic01 thank you for the insights, can you share more info about their food and consumer sector? what is their products or brands? I can't find related infos through their official website
2023-11-23 16:54 | Report Abuse
a few years back? didn't know that but okay I assume that did happen... but then the downhill also ended long ago right? what it has to do with current profits and upcoming profits prospect?
somemore isn't revaluation done must be reflected on QR? as long as it was properly clarified as revaluation? since you say they hid it so I assume they did not?
2023-11-23 14:59 | Report Abuse
not much profit taking can be done at this point considering the last 3 years' price
2023-11-23 14:12 | Report Abuse
for me not that actually, something else unrelated distracted me and I am not fully on QR screening mood yet since the QR released early NOV
2023-11-23 11:31 | Report Abuse
all conditions set to break this year's all time high before end year closing
2023-11-23 11:03 | Report Abuse
if wasn't investor being extra cautious with steel price, I think this counter already valued at least half it's NTA at RM0.60
2023-11-23 11:02 | Report Abuse
@wongcheehui8383 nice~ I only pay attention to this counter after yesterday QR report, the only thing I don't like with steel counter is that the counter price is too much influenced by steel price. but since now there is 2 years moratorium and steel price is quite stabilized, plus huge NTA discount here. I think it should be very safe to park here for another 3 months until next QR unfold
2023-11-23 10:28 | Report Abuse
*entry price at RM0.420 morning open price cut queue
2023-11-23 09:06 | Report Abuse
finally reentered this counter after so many years.
price is at 3 years low, debt keep lowering, EPS improves, good dividend, NTA high. plus, 2 years steel moratorium is great bonus
2023-11-22 13:05 | Report Abuse
fb.com/alfredchenofficial/videos/862929888862817
review of APM recent QR can start watch from 1:13:00
2023-11-22 11:33 | Report Abuse
@UnicornP PBA I will let it go for now, I should have entered at open price (RM0.84) the next day after QR released if I didn't overlooked that QR. today price hmm.. still nah for me, stingy guy I am haha
2023-11-21 22:22 | Report Abuse
weird company, good sales during covid years only. facepalm, luckily stayed away from this counter at 3.12 as soon as the next day May 2022 QR announced.
has been monitoring this counter since then for a good timing and price to reenter, but seems like I should give up by now :-(
2023-11-21 22:17 | Report Abuse
the operating cost of the company seems so high that a QR of low revenue can cost them big losses
2023-11-21 22:15 | Report Abuse
@UnicornP agree that's the problem, revenue / EPS being very inconsistent. we can hardly predict future QR / future prospect is quite blurry.
2023-11-21 16:45 | Report Abuse
all above is cannon behind horse already for now anyway, just for thought and study case
2023-11-21 16:43 | Report Abuse
PBA yes I missed out that hmm :-( cannot chase anymore now,
UNIQUE sorry I disagree, price higher than NTA, PE above 10, not my taste
btw back to APM, still far above my offer price... but will see,
just conspiracy theory, seems like someone purposely open high so can offload midway (2.35) which is still pretty good profit consider yesterday close price and the amount offloaded
always keep in mind that QR is known by insiders before released, and there is a year long rally from 1.7 to 2.1 before this QR release
2023-11-21 15:19 | Report Abuse
kuat juga orang support RM2.35 ni, hmm
2023-11-21 11:21 | Report Abuse
@UnicornP ya true less good QR so far, somemore a few good ones which fair value already reflected on price, or situation like this one APM open price emotionally gap up.
anyway you can check out TOMEI and PPBH among recent released QR, decent consistent EPS while price still undervalue imo
2023-11-21 10:54 | Report Abuse
https://i.ibb.co/tXdthrB/del.png
hmm, QR good, if average with previous QR good so so, company good, price still good but it has been very good for quite a while, perhaps many still want to do profit taking
stingy me still cannot enter btw
2023-11-21 09:59 | Report Abuse
interested with this company after yesterday QR, but not at today's price, people overreacted or no? time will tell, but for now I will pass (still parking my offer somewhere way below anyway), while looking for another company with good QR turnover
2023-11-20 17:00 | Report Abuse
need patience
got investors rush in to buy afternoon session right after QR release, but there are also big player / players that wanted to take profit at this point
at least it is very safe to hold for another 3 months, hoping for a good rally before next QR
2023-11-20 15:06 | Report Abuse
the only catalyst it lacks as compared to master pack (whose price now exceeded NTA) is a better dividend rate policy
2023-11-20 15:03 | Report Abuse
can hold with peace at current price, agreed with @Najib it easily worth Rm1.20, even at 1.20, it is still a NTA discounted price and still below PE 10
2023-11-20 15:01 | Report Abuse
it's facebook page shows that the business is good, active with many recent posts, total 14k likes, definitely a genuine well managed hotel
fb.com/theprestigehotel
2023-11-20 14:59 | Report Abuse
@Najib PE 5
@Bursakakis thank you found it's fb page, I thought the name is the quay hotel, should be The Prestige hotel instead
2023-11-20 13:54 | Report Abuse
@Albukhary do you have the facebook page of the hotel? I tried to search can't find
2023-11-20 13:13 | Report Abuse
improved side income from hotel segment, improved overall revenue and profit compare to last year same QR
2023-11-20 13:05 | Report Abuse
QR result out, still consistent good EPS, annualized PE below 5, this means company's profit can make up it's current market capitalization in just 5 years provided EPS is consistent and price still remains stagnant by then
definitely still undervalued, price need to chase up
2023-11-16 22:44 | Report Abuse
@Kevin Tam Bad things you mentioned is actually good things in disguise. Think why we can still get to buy such stocks in cheaper price.
Good players can make money in poker because there are bad players. Same as in stock market. We good players NEED those bad players haha
2023-11-16 18:31 | Report Abuse
no need to compare NICE because we all know that is goreng stock nothing is real there lol
2023-11-16 18:30 | Report Abuse
POHKONG price / NTA = 0.835 / 1.85 = 45%
TOMEI price / NTA = 1.17 / 2.89 = 40%,
to make it 45% same as POHKONG, price need to be adjusted to 2.89 x 45% = RM1.30 (very safe target price for me)
this alone only comparing NTA, not yet comparing their PE
2023-11-16 18:23 | Report Abuse
note that their recent years growth in EPS is in corresponse to their growth of revenue (overall product selling), which means it has not much to do with higher gold price and it is not dependent on gold price to generate such good EPS.
moreover, season of lower GOLD price can also generate more sales = higher revenue = higher EPS. most important is the company is very good in this business segment and know how to deal with swings in GOLD price by adjusting their selling price and inventories to keep the company profitable in long term
2023-11-16 18:09 | Report Abuse
gold price up and down doesn't matter much in this gold retail counter,
their ability to generate EPS is very consistent to keep PE below 5 for long term at current stock price
2023-11-16 18:06 | Report Abuse
7.35 EPS, annualized PE still 3.97 only, PE still not reflect on price LOL
2023-11-16 11:58 | Report Abuse
Q1 Q2 and even last year's result also not yet reflected on price.
Q3 EPS cannot affect overall PE much unless it is negative
2023-11-10 10:27 | Report Abuse
restocked a few (those which sold at 1.21) at 1.16 yesterday
2023-11-07 22:13 | Report Abuse
increased my stakes at ASIAPAC by switching my capital from SURIA, hopefully it is a right decision in longer run
but of course I am just a negligible bilis haha, will never have millions of units
2023-11-07 14:48 | Report Abuse
topped up a few more at 0.105 ^_^ yaya
2023-11-07 11:45 | Report Abuse
bye bye SURIA, had a very great run with you with nice profits, perhaps will never have chance to reenter you again unless you don't get privatized like MMCCORP and price went back down in the future
as for now, bye bye
2023-11-06 17:26 | Report Abuse
fb.com/photo/?fbid=756501523183878&set=a.572268591607173
best shopping mall award ^_^
2023-11-06 11:00 | Report Abuse
just shut up la james bond, the more you talk the higher this counter price go up
2023-11-06 10:30 | Report Abuse
need some cash, sold all take profit at 3.14
2023-11-01 16:50 | Report Abuse
need some cash, sold all take profit at 3.84 today
2023-11-01 16:16 | Report Abuse
need some cash, sold all take profit at RM1.57
2023-11-01 11:18 | Report Abuse
need some cash, sold a few at 1.21 to take profit
2023-10-31 22:50 | Report Abuse
let's make thing clear, TOMEI is franchise retailer that sell GOLD accessories & jewelleries, TOMEI's inventories are mostly GOLD.
when GOLD price goes up, TOMEI's products selling price also goes up, however, it's cost price also goes up. Profit margin not nescessary goes up.
The only sure benefit gained by TOMEI when GOLD price goes up is that it's existing inventories worth will goes up. Not only this is one off gain, and can be neglected anytime when GOLD price goes down again.
1 thing I learned from investing in stock market is that stock market doesn't appreciate 1 off gains.
So don't expect TOMEI's price goes parallel with GOLD price.
only invest in TOMEI if you think the company current stock price is undervalued. stop the GOLD craps. Period.
2023-10-31 12:16 | Report Abuse
People tend to judge whether a company is good or bad only. there is no use if company is good but market price already overvalued, it makes it not worth to buy anymore no matter how good the company itself is
2023-10-31 12:16 | Report Abuse
@Dehcomic01 PE is more important than ROE, ROE basically has no meaning in gauging whether a stock is overvalued or undervalued because it doesn't involve the actual current market price.
I always totally disregard ROE
Stock: [SUCCESS]: SUCCESS TRANSFORMER CORP BHD
2023-11-23 21:40 | Report Abuse
from their previous QR's future prospect that's what we should expect lo, hopefully lo