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2014-01-27 10:42 | Report Abuse
Hope u all have done proper hedging to your stock holdings :-) happy investing
2014-01-25 20:07 | Report Abuse
sarawakian, my opinion, NTA represent a company's current tangible worth...excludes intangible worth, of which, equally or, to me, even more important when making stock selection. Basic criteria like PE, ROE, EPS & CAGR will probably / should be consider first and NTA will come in only after above all are fulfilled satisfactory. The only reason we invest in a company, my opinion, is to make money. And for us to make money, either by receiving dividend or capital appreciation, the company must be able to make good and growing profit year over year. So long as the company 's profit grow in good rate, the high share price is just a 'side effect' of it earning capability. On the other hand, a company with high NTA, but share price below its NTA, is either people neglected it (with good earning power; usually during crisis), or because it is asset rich but with no earning grow power (a neither growing nor dying company). If you bought the not growing+not dying company, you are more or less like "trap". U will only get the NTA value if the company decided to privatize, or to sell. If the big shareholders happily sitting there and get paid every month, then you will start cursing. Just my 2 cents
2014-01-25 11:24 | Report Abuse
Simplest idea: do the opposite of mr market + buy good growth stock not going to bring u fortune, the most important element is TIME. U must hv time, to wait, to let the tree to grow, to bear fruit
2014-01-25 09:38 | Report Abuse
china version of Lehman brother "materialised" end of this month? currency crisis in Argentina & emerging market ballooning? bla bla bla....If you have time and money and some sensible mind, i think winning stock market is not that difficult..do you have it? :-) happy investing..
2014-01-25 08:50 | Report Abuse
chasing downward spiral is safer then upward spiral, so long as company FA is good. 反向+成长+时间。 The biggest challenge is time as only few people willing to wait for 20 years...some willing to wait 2 years...most willing to wait 2 months....abundance of people only willing to wait 2 weeks or less than 2 weeks...
2014-01-23 16:35 | Report Abuse
lkf, 2014...DY is king :-)
2014-01-23 16:23 | Report Abuse
i see it as plus point if a company willing to give high dividend even though with lower profit..
2014-01-23 16:18 | Report Abuse
CIMB small case la...go see zhulian...drop 96 sen
2014-01-23 16:13 | Report Abuse
china PMI plunged below 50%...sure whole market shaking...
2014-01-17 16:49 | Report Abuse
Gambling is extremely common human nature. Put in nice word, we call it "risk". When we do calculated risk, it is "investment". If not doing the calculation, it is "speculation".
2014-01-17 12:09 | Report Abuse
外国朋友问大马人通常开什么车。。我说: 最近大家都在驾“过山车” 。。。都是off road track...
连八十岁阿公都技术一流。。
2014-01-16 21:28 | Report Abuse
Hi Mr Kcchongnz,
Managed to find the blog. Search back the company financial report and the companies constantly doing reevaluation over their land / investment properties based on latest market transaction evidence hence their financial stand should have reflected as "up to date". Please correct me if i'm wrong.
As for Brem's case, opposite is the case.
Appreciate if you could also do a valuation on Brem, if possible, by referring link below for land price transaction reference. I have double check the price based on "Property Map" and the transacted price data is somehow reliable.
http://klse.i3investor.com/blogs/treasures/44100.jsp
thanks in advance and hope is not so much of trouble to you.
2014-01-16 20:10 | Report Abuse
Hi Mr kcchongnz, yes, agreed totally that FA is always the key to win in share market in long term.
About Brem, indeed i did not see fantastic FA based on current accounting. Thus, the key now is on "perceived NTA" based on current book vs "actual NTA" should the revaluation being carried out. I agreed that so long as no revaluation of land value being carried out, the NTA will remain low in book.
If you agree with me that in long term property investment- "land appreciate, property depreciate", would you consider BREM as "undervalued"? or simply "a good bargain"? I'm simple businessman, i see buying a share at RM 2 but the "actual" NTA worth RM 8 is good bargain. Like to know your thought. Thank you
2014-01-16 16:49 | Report Abuse
Mr Kcchongnz, would you be able to advice also on BREM...thank you very much.
2014-01-16 15:13 | Report Abuse
nope, couples of weeks...no magic formula...because the key is NTA per share...
2014-01-16 15:10 | Report Abuse
Please refer back to Brem counter...more info there and FA done by 慧眼 shown in nan yang press..I was in property investment line, i tends to agree very much on the report. No TA, strictly FA & buy based on business perspective. Happy investing!
2014-01-16 15:05 | Report Abuse
Hi Monica, you mean BREM?
2014-01-16 10:35 | Report Abuse
cheapest ship in town...BREM
2014-01-16 08:44 | Report Abuse
my dear friend lloydlim, think a lot of negative energy there at the moment, be it the share movement or shareholders...concentrating on other counters now..
hi lkf, still on the ship..not in the plan to realized the losses. Now in profit zone.. Time will work for us so long as holding a ok FA stock..Happy investing :-)
2014-01-16 00:24 | Report Abuse
Mr OTB, i think already proven you are among the heavy weight TA expertise and well respected. Looking forward to your join team with Kcchongnz and set up an investment arm purely serving true investors.
Be calm as such nuisance is as common as in doing business / partnership ..Making money problem, loosing money also problem. Some can only accept win, never dare to loose. Some treat win or loose as normal as 家常饭。 There are partners forever pointing finger at you...others will back you no matter how...I remember i SACK 3 partners in my business during the early year of my business. 问题多, 眼光短。。worst is 五分钱大过牛车轮。。entertaining them is almost total waste of time when they can never see the big picture. 所谓道不同, 不相为盟。。
I'm proud as remaining partners now enjoying 70 - 200% ROI year on year.
I suppose this is 度量问题。 有些人肚能撑船,海衲百川。 可有的就毫无度量,永远的小沟小溪。 股品不济, 人品更不济。。 难成大器。
物与类聚, 人与群分 I personally hoping to see your new venture with kcchongnz a very positive match..
good luck and looking forward for that.
2014-01-15 21:31 | Report Abuse
Ha ha....i only need down payment...good enough for me..balance my company will take care of it every month..
2014-01-15 19:19 | Report Abuse
How will this news impact the Restaurant Operators. Judge yourself & happy investing :-)
http://www.theedgemalaysia.com/first/271259-highlight-full-impact-from-minimum-wage.html
http://www.bernama.com/bernama/v7/po/newspolitics.php?id=1005731
2014-01-15 18:53 | Report Abuse
i have added more instacom to average down...hence i'm in profit zone already for the time being for the instaco..have 700 lots warrant already..
i still hope a new BMW from instaco-wb..i'm pretty confidence i can get mine through instaco-wb...
For your info, my next year electricity bill is paid by Tenaga's share already...no need eat kangkong liao :-)
I still believe ColdEye, 反向+成长+时间
2014-01-15 18:30 | Report Abuse
Hi Steve, yes, have unloaded mine...
Stock: [IRIS]: IRIS CORPORATION BHD
Dec 17, 2013 11:50 AM | Report Abuse
have unloaded mine for time being...high commitment ...happy investing...this is certainly a growth stock
2014-01-15 17:31 | Report Abuse
Yes steve....time work for us...
2014-01-15 15:50 | Report Abuse
caution again for those like chasing upward spiral...good luck
2014-01-15 15:49 | Report Abuse
Moment of truth...
2014-01-15 15:42 | Report Abuse
Maxis 4G era begins :-)
2014-01-15 15:12 | Report Abuse
mmk, bankrupt means left with zero asset including no more land but with lot of liability... :-)))
2014-01-15 11:54 | Report Abuse
I suppose TA is short term, FA for long term...
2014-01-15 11:15 | Report Abuse
TA says 2.70...FA says 8.32....
Happy investing!
2014-01-15 11:14 | Report Abuse
Sentiment towards BREM has been bullish over the past few weeks following newspaper reports, which pointed out that its NAV/share is worth RM8.32 if the group revalues its assets. More recently, a report by Kwong Wah Yit Poh highlighting BREM’s under-valuation lent further impetus to the stock, with the share price rallying 25 sen to RM2.24 yesterday. As a result, a bullish “Pennant” formation has taken shape on the daily chart to signal a continuation of the prior uptrend. Should follow-through momentum continue, we reckon that BREM could potentially extend its gains to RM2.70 next. Traders should look to take profit 3 bids below the “Pennant” TP at RM2.67, while employing a stop-loss level at RM1.93.
Source: Kenanga
2014-01-15 10:23 | Report Abuse
if u think u are holding a good counter, just let the time work for u. Happy investing.
2014-01-14 12:21 | Report Abuse
A business that is not growing, it is dying. If the knowledge is not growing, it is dying too...活到老, 学到老。。中国五千年美德。。共勉之 :-)
2014-01-14 12:16 | Report Abuse
Likely OPR rate hike in 2nd half of 2014 if inflation break 3.2% and deposit rate continue to decline. Interest income itself should add more profit to the bank book.
2014-01-14 12:01 | Report Abuse
MR Ooi.."Law of Attraction" works in many way in life..
2014-01-14 11:44 | Report Abuse
thanks betuibetuicakap, i'm not the god, i'm just normal people..i'm pretty weak in many aspects in share investment...i don't need tips, but i need better advice. Without good advice, i don't think i can make my decision and make my millions up to today. I'm lacking in many way, just need better consultant to help me make better decision. I'm humble man, been through many up down in life..you are young i guess, hope you shape better prospective in your life one day. Happy investing :-)
2014-01-14 11:36 | Report Abuse
Mr OTB, hope you can quickly convince Mr kcchongnz ASAP...i personally need a strong protective umbrella for my stock investment. I reckon i'm always the weakest in both FA and TA, i wish to learn from both you and kcchongnz to my stock selection. Need not worry as i'm old enough to understand the risk is with myself.I do employ consultant to my business too. thank you.
2014-01-14 11:25 | Report Abuse
Mr Sang Harimau, appreciate your post but please be considerate of other i3 members here when reading your comment. We have hear you loud and clear and we can make our judgement . Thank you
2014-01-14 11:14 | Report Abuse
当你第一次看到本博时,请你一定要切记:千万不要相信网络上的任何观点,重要是相信自己的判断,股市中是一个自由发挥预测的场所,任何预测都需要靠胆量来支撑,我们只能把别人的观点作为自己操作参考依据,但更多的是需要自己去果断操作。
我,一个在股市中曾经历经沧桑坎坷的老股民。十年股窗,曾屡次与牛熊两面市容碰头对战,技术上的钻研使我充实人生的乐观,让我在股市中找到属于自己的“保护伞”。经过07年股市大变后,市场已经不在迷信于“技术派”,股民都沉迷于幻想思维当中,这是到底市场的进步,还是市场的退后,我不得而知。但我能够明白,当一个股民既没有“内幕消息”去支撑自己在股市中赚钱,也没有“强硬技术”保护自己的资金安全,我想这种投资必定会百赌皆输。技术尽管不是万能,当然也不是赚钱的工具,充其量就是保护资金安全的首要前提,作为股市中弱势群体,我们更需要用一种合理的方式来塑造一个股市核心价值观。
多年股市搏击,我认为股市涉及到很多学问,不管是哲学、数学、佛学,缠学和兵学,也更大层次涉及到一个人一生中的价值:股品。正所谓:“做事先做人”,这句话用到股市我想也非常恰当。我一直都坚持“炒股要股品,做人要人品”的原则,我希望能够借助自己的微薄力量来帮助所有需要来呵护的股友们,发自内心让大家感受到股市尽管没有硝烟和战火,也没有同情和眼泪,但股民与股民之间正在由我(伏笔)开始传递一种前所未有的感情和热情。
太多的抱怨只会让我们更加迷茫;太多的恐慌只会让我们迷失方向;太多的悲哀只会让我们更加逃避;炒股需要一种信念,无论对与错,你都要试着去做,尽管努力不一定成功,但放弃必定失败。希望大家能够和睦相处,脱离利益争夺的庸俗观念,我们需要团结一致共同对敌。
股市需要宁静,需要平凡,需要坚持,需要前进,需要帮助,需要真诚,需要团结,需要……
真的,股市需要的东西真的太多,但不管市场如何,请你一定要记住:无论股程多遥远,我一直都会陪伴大家到永远--股海伏笔.
http://blog.10jqka.com.cn/78859980/
2014-01-14 09:05 | Report Abuse
Bros, my opinion, seriously i think you all need to be more objective and fair when trying to comment or criticize another member contributed a lot in i3.
Any comment/research by a research house or chart interpreters are mostly based on company book, past performance, general market perception and price action which then derive the TA / chart which in turn offered a guide to investor like us.
Sorry to say that both TA & FA doesn't not include "human nature" / "director's integrity" / "director's buy sell shares"/ uncontrollable matters.
If you are 100% followers of research house's or people's opinion, i suggest you reduce your 100% to 50%...balance 50% your own due diligence.
Seriously i dont see any value for continuing criticizing and blaming.
When you are pointing 1 finger to another person, your other 4 fingers are pointing back to yourself.
If you are young, please learn to understand the cause and effect..that's make you grow.
Happy investing!
2014-01-13 16:44 | Report Abuse
Good....u said hui yan bring people to holland, i thought u cut loss
2014-01-13 16:05 | Report Abuse
choonhock, you sold your Brem with loss? I thought you go for long term?
SJladdin, my apology as i also dont know..:-)
2014-01-13 14:50 | Report Abuse
louise...the only investor who will loss money is share market are those buying lousy stock at high price, and the worst behaviour is they not willing to WAIT...impatience really kill lots of people..Buy a counter and hope the price to go up tomorrow is really no wise..according to Warren Buffett...Happy investing :-)
Stock: [VINVEST]: VINVEST CAPITAL HOLDINGS BERHAD
2014-01-27 10:43 | Report Abuse
gathering all the market news, think a perfect mini storm is in the making.