SincereStock

SincereStock | Joined since 2017-05-25

Investing Experience Intermediate
Risk Profile Low

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

Summary
Total comments
2,367
Past 30 days
9
Past 7 days
7
Today
0

User Comments
Stock

2023-11-28 09:11 | Report Abuse

checked it's indonesia factory via facebook's posts, it is a legit one, despite being a low profile factory

Stock

2023-11-28 09:08 | Report Abuse

I rather wait next QR to see if 0.800 only consider this company is very high cash balance

Stock

2023-11-28 09:08 | Report Abuse

0.800 too cheap to quit la consider this not actually a negative QR, cmon -0.01 consider it 0 only la lol

Stock

2023-11-28 09:06 | Report Abuse

bought a few at 0.235 today, since price is still so cheap now following a positive QR, seems like management in the right track now ditching it's non profit subsidiaries and focus on moulded cord business

Stock

2023-11-27 18:07 | Report Abuse

hmm, not performing again this QR, consider no loss although not profitable, only good thing is debt keep lowering despite already net cash position, NTA of this company is mostly current assets. don't know should give it a chance until next QR or not

Stock

2023-11-27 17:47 | Report Abuse

haha as what I expect, property development drag down the mall operation profit again. ASIAPAC management can you please don't plan / start anymore future property developement project?

after you finish all ongoing property developement projects please focus on IMAGO MALL as reits only, then only your company profitability will be high and value of company can be unleashed.

investors like me who know the value of IMAGO MALL terpaksa wait and wait for the day to come, sigh, luckily now price very very cheap only consider the value of the mall alone

Stock

2023-11-27 15:31 | Report Abuse

Malaysia to allow visa-free entry for China, India citizens: PM Anwar
https://www.straitstimes.com/asia/se-asia/malaysia-to-allow-visa-free-entry-for-china-india-citizens-pm-anwar

Good News for ASIAPAC, more China tourists here, IMAGO MALL businees sure boom, maybe can even increase mall rental

Stock

2023-11-27 11:50 | Report Abuse

sold a few at RM1.21 again to lock profit (nice down up reprofit 1.16 to 1.21), need cash standby to catch good upcoming QR counter

Stock

2023-11-27 11:29 | Report Abuse

those from DAYANG if you watching jangan malu2 jump over ya, we got 3sen dividend here ^_^ nothing to be ashamed to be a frog in stock investment, this is no politic

Stock

2023-11-27 09:05 | Report Abuse

stock price should be on par with DAYANG, trading at half of DAYANG price means this stock super undervalued

Stock

2023-11-27 09:04 | Report Abuse

fundamental good O&G counter, definitely better than DAYANG especially in the espect of PE and DY

Stock

2023-11-27 09:03 | Report Abuse

entered this counter for the first time at open price 0.885

Stock

2023-11-23 21:45 | Report Abuse

and I hope they don't release the QR tomorrow if it doesn't live up to expectation, because cannot sell all to leave the counter right after that because remaining share dividend will only be credited on 28 nov

of course la, paling bagus QR is good then no need sell lo

Stock

2023-11-23 21:40 | Report Abuse

from their previous QR's future prospect that's what we should expect lo, hopefully lo

Stock

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

Stock

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?

Stock

2023-11-23 14:59 | Report Abuse

not much profit taking can be done at this point considering the last 3 years' price

Stock

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

Stock

2023-11-23 11:31 | Report Abuse

all conditions set to break this year's all time high before end year closing

Stock

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

Stock

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

Stock

2023-11-23 10:28 | Report Abuse

*entry price at RM0.420 morning open price cut queue

Stock

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

Stock
Stock

2023-11-22 13:05 | Report Abuse

fb.com/alfredchenofficial/videos/862929888862817

review of APM recent QR can start watch from 1:13:00

Stock

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

Stock

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 :-(

Stock

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

Stock

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.

Stock

2023-11-21 16:45 | Report Abuse

all above is cannon behind horse already for now anyway, just for thought and study case

Stock

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

Stock

2023-11-21 15:19 | Report Abuse

kuat juga orang support RM2.35 ni, hmm

Stock

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

Stock

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

Stock

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

Stock

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

Stock

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

Stock

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

Stock

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

Stock

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

Stock

2023-11-20 13:54 | Report Abuse

@Albukhary do you have the facebook page of the hotel? I tried to search can't find

Stock

2023-11-20 13:13 | Report Abuse

improved side income from hotel segment, improved overall revenue and profit compare to last year same QR

Stock

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

Stock

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

Stock

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

Stock

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

Stock

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

Stock

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

Stock

2023-11-16 18:06 | Report Abuse

7.35 EPS, annualized PE still 3.97 only, PE still not reflect on price LOL

Stock

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