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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2022-03-17 08:59 | Report Abuse
hope this company can be privatized at it's NTA price
2022-03-16 17:00 | Report Abuse
finally reentered this counter today
2022-03-16 16:23 | Report Abuse
taken profit half of my MBMR shares today, so glad to be able to get free 15sen dividend plus a little more bonuses capital gain ^_^ hope the price keep going up for the rest of my shares
2022-03-16 15:40 | Report Abuse
finally rentered this counter at 0.55 today. Glad to be able to reenter at lower discounted price after taken good profit last ride, with the fundamental / prospect of the company still intact
2022-03-15 10:37 | Report Abuse
@Dakewlest yes of course with good EPS and final dividend has been consistent since 2019
2022-03-11 13:36 | Report Abuse
those who entered Rm0.030 or below should be considered newbie comparative to those oldbies who entered at this counter's peak
2022-03-04 11:30 | Report Abuse
@WannaBeTechAnalyst thanks for your insights
2022-03-01 18:01 | Report Abuse
reentered this counter at RM3.24. Amazed by it's latest QR and dividend ^_^
2022-03-01 15:19 | Report Abuse
sold all my remaining SURIA today, very disappointed with the latest QR, luckily can still escape with some profit here
2022-02-28 20:23 | Report Abuse
any reason why price drop? I mean fundamentally not technically. I see fundamental and future prospect are good, only problem I see here is not enough NTA discount. Anyone know why price still drop despite such a good QR just released?
2022-02-28 15:40 | Report Abuse
2021 year EPS is better than 2019 year. but 2019 year price is at it's peak at 0.76. now it is less than half price the price, too cheap to collect
2022-02-28 15:29 | Report Abuse
fundamental cantik, byk NTA discount, PE rendah, ada dividend, apa lagi investors mahu?
2022-02-28 15:26 | Report Abuse
result sangat cantik oh, masih tiada pembeli ka ni hari?
2022-02-27 16:58 | Report Abuse
@kong73 I don't give petronm that high valuation as of now, not going to chase high there, I might only consider to enter petronm if it's price fall below 4
2022-02-25 21:37 | Report Abuse
@oku_2020 haiya, told u gold is not bornoil main business la
most importantly not part of it's NTA
2022-02-25 17:49 | Report Abuse
even if bornoil don't make money, just buy for it's NTA also so much worthy already. Read total assets vs total liabilities. Total liabilities is almost negligible
2022-02-25 17:41 | Report Abuse
@DestinyL regardless, khind's improved revenue and EPS is also due to their new online marketing strategy. most importantly, it persisted for multiple QRs and seems to be able to maintain in short or longer future.
2022-02-25 13:00 | Report Abuse
@Nathan27 I like your suggestion of panamy taking over khind. let's hope..
2022-02-25 12:58 | Report Abuse
khind price is so much lower (undervalue) in compare to panamy
2022-02-25 11:12 | Report Abuse
@mywb so far I have been doing very well with my own way of FA since start investing, without any insider news or tips
2022-02-25 10:47 | Report Abuse
@mywb RM18 is overvalue, RM9 is slightly undervalue with the high div rate in tact. Without high div rate fair value is RM8 imo. your TP RM6 is undervalue imo even without the high div in tact, because div rate with be become relatively high if the price actually drop to RM6. I won't be hesitate to rejoin this counter if offered at RM6
this is how I see the counter in the perspective of fundamental. I can see that you are a technical investor via your comments
2022-02-25 10:33 | Report Abuse
@DestinyL panamy and khind products are not much different in term of both price and quality. If panamy is grade A, khind won't be lower than B+
grade B below is pensoni or fiamma
2022-02-25 10:19 | Report Abuse
@supersinginvestor I just rechecked, petronm div rate (4.11) is lower than tenaga (4.43), and what is your entry price there? it is -4% as of now for today
2022-02-25 09:54 | Report Abuse
I am always OK with investing in low div rate or no div company, but I seek lower PE (legit one, not one off gain) and better NTA discount price. For example, Khind (PE 5.52, NTA RM4.52 vs current price RM3.32)
2022-02-25 09:49 | Report Abuse
@Wriajati "Tenaga can always recommend a special divvy in q1"
I agree. But since they used to announce special div in q4, at this point, it seems high probably that there won't be special div for this year, and there is also no clue whether special div will resume in the future. so I would stay out for the moment of uncertainty
2022-02-25 09:45 | Report Abuse
with the improved fundemental (all time best for this company) and russian war sentiment seems to have played out. There is no more current reasons for the price to drop from here onward
easily back to Rm3.5 anytime today
2022-02-25 09:34 | Report Abuse
I won't be hesitate to reenter this counter if the company reannounce the special dividend (provided the company price remains the same or become lower at that time)
2022-02-25 09:31 | Report Abuse
it is not that I need the high div payout, but it is the company that need the high div rate as part of it's fundamental to maintain good market price
2022-02-25 09:28 | Report Abuse
@Kong73 I am not being impatient here, I am not satisfied with the change in fundamental (high div rate), I revalued the company to be lower than RM9, previously with the high div rate intact, i valued this company at around RM10, that's the reason I consider RM9.07 (my entry price) a good deal, now it is no longer the case, so I seek to leave.
1 of the valid reason for fundamental investor to cut loss is change in the fundamental of the company
2022-02-25 09:24 | Report Abuse
and thank you whoever that bought it from me
2022-02-25 09:23 | Report Abuse
thanks, finally leave this counter for good, with minor scratches
2022-02-25 09:14 | Report Abuse
Already set my sell queue at 8.980, please buy from me.
2022-02-25 09:08 | Report Abuse
I lost my chance to sell at open market anyway due to maybank's maintainance just now. At this point I had to wait for a while or accept my 2% capital loss
2022-02-25 09:07 | Report Abuse
@TreeTopView I am not talking about the EPS or PE part of the fundamental, but high div.
PE of this company is not that attractive anyway. and it's NTA discount also not too attractive.
I am mainly attracted here by it's status as blue chip and high div rate, but now it seems like the high div rate is longer something promised here
2022-02-25 08:43 | Report Abuse
see how lo, I also don't want cut loss so fast here. but as a fundamental investor I consider consistence high div rate as part of this company's fundamental, so a drastic change of this is considered for me as change in fundamental of the company, which makes me revalue the company
2022-02-24 18:20 | Report Abuse
first time in this counter then no special dividend liao? sienz lo consider cut loss liao tml
2022-02-24 16:57 | Report Abuse
@beetles memang not related ma, but you know la market sentiment / index thing, see other counter also not related semua pun jatuh teruk ma, you not first day invest bursa right?
2022-02-24 16:14 | Report Abuse
mana ada cheap sale today, saya beli few days ago pun about the same price, one of the most resilient counter today
2022-02-24 15:41 | Report Abuse
@Orson Chin read the QR, bornoil main business is F&B Sugar Bun, although is it currently making losses due to covid. They are mainly focusing on improving there franchise business to generate future profits
2022-02-24 15:35 | Report Abuse
Selfishness is everywhere, especially where money is involved. Is better focus on the company's price and fundamental.
If you can't disregard the directors' selfishness and don't like the company due to this, "sell" button is always there for you.
your own investment is all up to you, there are plently of companies out there that you might like their directors
2022-02-24 15:26 | Report Abuse
@Orson Chin this counter main business is F&B ok?
2022-02-24 15:24 | Report Abuse
today don't ask why tenaga drop la please. read news
2022-02-24 15:01 | Report Abuse
@mywb
russian war market sentiment / index problem, apa counter pun down la, this counter down 1% only today very resilent already lo
like this also make u feel proud ka?
Stock: [BORNOIL]: BORNEO OIL BHD
2022-03-21 13:03 | Report Abuse
@Sales tell that to the guys above me
I don't need any other info, just want to retialiate to OLDBIES that talk like that