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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2024-05-15 10:20 | Report Abuse
@daretocutandchange I hold some ORNA from price between RM1.00 to RM1.02, imo currently ORNA is even more undervalue than PPHB because it's NTA is much higher, only concern with ORNA if it's profitability recovery can presist
PPHB here also still undervalued with very persistence EPS and PE strongly and consistently below PE while price is also still below NTA
2024-05-15 10:17 | Report Abuse
please don't compare company without fundamental with company with fundamental
2024-05-15 10:16 | Report Abuse
@speakup lmao compare with MMAG which price is still at least 4x above it's mini tiny NTA
btw already got some stakes of PPHB at around 0.675, traded and earned a few in between it's up and down. now still holding quite a lot of shares here
2024-05-14 18:07 | Report Abuse
yes bragging, but if you see my previous records (base on my previous comments here). I made quite accurate calls for the up and down for this counter. sold when it is high and bought back right when it is low. can quite read the sentiment mind game here
2024-05-14 18:04 | Report Abuse
1 more bid to break all time high lo, and currently NTA is already grown so much high compare to that time (end of 2021). plus freight rate also high now, klci maintain above 1600. HARBOUR still has long way to go. fair value at least it's NTA.
no matter how this time I will hold until QR release. sell only if it is underperforming this round.
2024-05-13 10:33 | Report Abuse
still holding, this time doesn't seems to be pump and dump because there are no temporary sentiment involved. more likely responsive to good and improved fundamental, unleashing it's intrinsic value for longer term
2024-05-01 18:03 | Report Abuse
@Virgin_Share still got a few left a
2024-04-17 17:23 | Report Abuse
one of few stocks come out higher after monday & tuesday IRAN's striking crisis
2024-04-09 10:34 | Report Abuse
it's most recent EPS also beat TOMEI
2024-04-09 10:34 | Report Abuse
POHKONG is bigger company than TOMEI in term of market cap and revenue
2024-04-09 10:31 | Report Abuse
TOMEI already break it's all time high. POHKONG still far behind
2024-04-06 14:47 | Report Abuse
https://www.facebook.com/photo/?fbid=1336221207188473&set=a.1135884010555528
Imago Mall crowded again. no better place to go shopping for Sabahans
2024-04-04 14:25 | Report Abuse
invest with patience or invest with risk, can choose either one only
2024-04-01 15:02 | Report Abuse
2024-03-26 10:59 | Report Abuse
bought a few at 1.74 after watching this review video
https://www.youtube.com/watch?v=NmZhpEBSmHE
2024-03-26 10:49 | Report Abuse
sold a few more at 0.48 to lock profit, still got a few left
2024-03-21 14:47 | Report Abuse
realtively cheaper than TOMEI considering latest QR POHKONG did better
2024-03-21 10:25 | Report Abuse
fundamental is everything, just need more patience
2024-03-20 22:40 | Report Abuse
@fruitcake you not already holding some?
2024-03-13 15:18 | Report Abuse
sell together with asset IMAGO MALL at such undervalued price? debt is high but IMAGO value is almost twice as high
2024-03-07 22:09 | Report Abuse
https://www.facebook.com/photo/?fbid=804561151530849&set=pcb.804561341530830
food expo at Sabah tml
2024-03-07 15:58 | Report Abuse
maybe someone intentionally spoil the vwap figures
2024-03-07 15:52 | Report Abuse
0.100 and 0.105 is RM500 different already for each 1k lot
2024-03-07 15:51 | Report Abuse
don't understand today 1k 1k seller at 0.100, so less lot queuing at sell 0.105, and already got buyer buy 10k+ lot just previously. a bit patience queue and wait a while there la if you want to sell. why so urgent terus throw away at 0.100. face palm
2024-03-06 11:26 | Report Abuse
@wallstreetrookieNEW
sunset industry? please explain.
PPHB, MUDA, MASTER also did well this QR.
requirement for paper boxes will be there as long as people still do trading as most products need packaging
especially now time of online businesses. more paper boxes are needed
2024-03-04 18:50 | Report Abuse
let's see how things unfold. I definitely liked SURIA's business (provided it still proven to be profitable in the future), now just following tight (one of my main watch list), while opportunity to reenter still haven't emerged for me
2024-03-04 16:17 | Report Abuse
next QR many uncertainty we don't know what going on inside, but from what can see is a few resignations after this QR announced. audit issue? I don't know also. just play by what info we get now. @snowball2000 seems to have much clearer insights
2024-03-04 16:14 | Report Abuse
@Believe3222 where I got say next QR tak bagus? I talking about current QR a
2024-03-04 15:43 | Report Abuse
tadi 2k support block at RM1.88 also broken just like that. next huge support block still unseen. but this buyer got habit to push price without putting block at buy queue la from history. he will just buy up from the sell queue merely to push the price up regardless of his profit / loss. it is more like for the sake of push price only instead of collect some cheap stakes while also pushing up the price
2024-03-04 15:40 | Report Abuse
but of course la without this QR price really hardly fall because of that 1 single push force. but now that force support so hard for the sake of support only now. never catch falling knife you don't know how much low it can go. see RAPID
2024-03-04 15:39 | Report Abuse
@Believe3222 my TP now lower than RM1.50. if not this QR (fundamental still good) offer me RM1.50 I boleh accept la. but after this QR even RM1.0 I need to consider deep, even if buy also just a few, not like my previous profit run kind of capital investment
2024-03-04 14:46 | Report Abuse
@tonywong8 still a failling knife without up rise reasons / catalyst imo
2024-03-04 11:19 | Report Abuse
not going to reenter this counter anytime soon. only consider *if* company chaos settled down and able to generate sustainable and consistent profits again, and also "if* price is discounted enough that time
2024-03-01 08:44 | Report Abuse
hopefully got chance to reenter after this QR
by the way
why NTA suddenly become 3.15 from 3.48? the losses is only 0.058 right? there are no bonus issue or share split recently. why NTA suddenly diluted that much? can it be due to too many esos?
or is it due to amortization mentioned in the QR. I did notice change in non current aseets. but isn't that amortization loss already included in this QR and only cost - RM0.058. if no, the amortization is huge costing loss of RM0.33. if so then that should be reported as -33 EPS instead of merely -0.58 EPS calculated in the QR
2024-02-29 14:47 | Report Abuse
topped up a little more at RM1.00. enough for today. time to wait
2024-02-29 13:33 | Report Abuse
over the years, NTA building up, total liabilities going down. just calculated it's net current asset worth RM1.05 per share (including inventories), which totally discounted any value of it's non current assets (Property, plant and equipment)
while the company being not profitable over the years (although still making more profits than losses), price has gone downtrend throughout the course to current low level.
this last QR showed sign of company start being profitable, although not promised to be sustainable yet (wait until future QRs unfold). current price offers a very good bargain entry point comparing to it's NTA of RM2.66
2024-02-29 12:00 | Report Abuse
luckily still managed to switch with little costs
2024-02-29 12:00 | Report Abuse
compare both QRs, 1 you can feel positivity especially on prospect and what they will do to improves while they already did well at bottomed container freight rate. another one blame freight rate uncertainty despite baltic index is better during that time and prospect being uncertain and playing defensive. face palm. mistake that I think QR here better due to better baltic index
2024-02-29 11:56 | Report Abuse
@indeed already bought a few stakes of HARBOUR yesterday after their QR, will see if still can top up a few at lower price. SYGROUP has been uptrend for almost a year from price 0.500, the uptrent is supported by a few improve QR, but I think this QR is sign of the end of good QR and downtrend may (or may not) begin from here onwards
2024-02-29 09:28 | Report Abuse
sold half at open price of RM0.625, queue other half at RM6.30, after realising situation gone wrong, parked the rest at 0.620, luckily managed to sold the rest before price hit 0.610
why sell all? disappointing QR < enough said
2024-02-29 09:21 | Report Abuse
reentered this counter at price between RM1.01 - RM1.02. good QR, good fundamental, low liabilities. and most importantly price is at low level after many years
2024-02-28 17:52 | Report Abuse
anyone know can kindly explain to me about the tax? because it seems like not all QR are affected by the tax. is it calculated once per year and only fall upon 1 of the 4 QRs per year?
2024-02-28 17:51 | Report Abuse
again, tax erased profit for this QR. but profit before tax is slightly improved. mall operation improved. car park operation improved. management need to do something about the total liabilities, find a way to unlock the true value of IMAGO mall.
this QR is before car park price revised from RM3 to RM5. while the mall still is crowded after price revision. Sabah people has no other place to go as other shopping malls also revised their car park to higher rate while IMAGO MALL is still the most luxurious mall in Sabah. Keen to look for the next QR to unfold while waiting for good announcement from management
Stock: [PPHB]: PUBLIC PACKAGES HOLDINGS BHD
2024-05-15 12:05 | Report Abuse
lock very few profit at 0.970 just in case, don't want to be too greedy. but still holding quite a lot of share while anticipating QR