Cheer to Amprop for being upgraded to this thread from below 50 sen thread.

Sorry ! wrong info, last week close for Tguan is 1.37 and Hauyang is 1.67 the total cost is 3.04 and not 2.99 which is the figure at the back of my mind as I aways feel that Tguan can easily be purchased at 1.33 and Huayang at 1.66 .

@ tony, no it's not a metrics. Scientex has two segments ie property and plastic , buying one Scientex is like buying one Tguan (1.33) and one Huayang (1.67) the total cost is only 2.99, but the forward EPS 2013 for Tguan is about 25 sen and for Hauyang is about 33 sen .You see the total is 58 sen, I don't think Scientex can come out with this figure even with the contribution from the newly purchased GWplastic, further more the total dividend from Tguan and Huayang can be higher than that of Scientex . In this way we pay less and the gain can be higher. As for the growth of the three they are more or less the same. What say you ?

This is what I consider Tguan, Huayang and Scientex, Scientex is like a combination of Tguan and Huayang. Besides the combined cost is 10% lower than that of Scientex the forward combined EPS will be higher than that of Scientex, moreover, Tguan share price has been sideline for almost two years I think it's time to revalue since Scientex and Hauyang has already moved up.

Agree, kimlun has the potential to shine, in fact just bought some last week ; the award of Sing MRT contract may be out this month, hope it's in favour of kimlun.

Put in this way , if you have the time and the ability to invest why pay someone to do it. Besides it will stimulate our brain cells and keep us active in our old age. What's more this is also a beautiful game to enjoy.

Ft.com is good it gives a complete metrics to analyze the FA of a company.

Yeah cold eye has better effect compare with my suggestion in below 50 cents hidden gem thread two weeks ago, anyway thank to cold eye for making it up.

kikikiki is from thin cat, from fat cat it should be kekekeke ! just joking, anyway found any gem? care to share.

Well said datuk, this shows the true colour of you compare with the post when you were joking in the Sozo tread. Please post more as we can benefit from your experience , thanks.

As I said before its metrics stand above all the stocks listed in this blog then what can I buy after selling Huayang ?

Then I presume it's still a gem.

Huayang was a hidden gem before but after the recent run up I wonder it's still a gem. However if you compare with all the stocks mentioned above, it metrics stand above all, why not we take a close look at it to see whether it is still a gem.

From the way he writes I know I have a sifu to follow and appreciate all the good work he does. Thank you KC I'm sure we all here will benefit from your posting.

Yes KC I know the reward and the excitement of punting on CW when I was holding BIMB call warrant after so convinced by another Chong, unfortunately I ran like hell was coming after 30% gain though it was almost a double bagger.

May I add some info to CW lovers, Actually in option market every buy call and buy put must be matched by sell call and sell put and the sellers get only a small premium . It is a fact that in option market 75% of the option will be out of money.Trust funds ppl buy option more or less as an insurance and they don't mind paying the premium. We have no option market here and IB know about the advantage so they come out with the call and put warrants. So playing CW or HW ,we should know the odd against us and worst still the IB are capable of manipulating the underlying shares price to add to their advantage. To me going to Genting playing odd or even has a better chance of winning as the ratio is 35 to 36 . Having said that I did play once i.e BIMB call warrant for the excitement of it.

Fat Cat, shy to list my dead fish but can tell you the prominent one is Megan; all of them were collected through rumour, so no more listening to rumour for me. My profitable stocks are Huayang, Faber, Multico, yinson (sold) EPMB (sold at its peak) Kfima, Tambun

Tony the amt. to be claimed back is about 44M , to-date only 22M is promised by the 2nd defendant .

So am I, as humble as Tony, mind you that I still have lots of dead fish in my CDS acc. overall my gain is still negative; what I'm trying to do now is to avoid adding dead fish in my CDS acc.

Thanks Tony, hope you have good start for the year as well.

Good start for the year today ! Hope with the help Multico, Kfima and Tambun Indah my target of 10% for the year can be reached sooner than later.

My gain is 41% for year 2012 , most of the stocks were bought in 2011 with PE around 5 or lower, good payout ratio and high interest coverage. The gain in 2011 was not significant but the result in 2012 is satisfactory , however going forward, it may be challenging for year 2013 as most of them may have reached its FV and the market is unpredictable. I'll be satisfied if I can make 10% for this year.

Yes you are right and also the lao chieo who recommend this, I think he must have enjoyed many songs before.

Kcchongnz, the expiry date of the warrant is 2014-05-26, of course is still a long way to go. As for the fat lady sings once or twice a year, it may be due to one prominent trader . There is one interesting write-up you may like to read in intellecpoint.com/search/lable/Marco, .

Tony, Kcchongnz, Marco outstanding warrants is huge, about 352M shares, be careful it may suffer the same fate as Fitter as it is in-money.

BTW its NTA is about 1.20 and some asset are with the lower old valuation.

Kcchongnz, yes I fully agree with you , amprop at the moment is not a big time developer rather an asset player, as you said it may spring a surprise if it makes it big from the asset disposal. Anyway the downward risk is quite limited.

Dear KC, of cause I wouldn't expect it to sustain the same profit as its preceding year cos it was achieved on the disposal of a building in London. However from its 2Q result of 6.1 sen EPS it is quite reasonable to assume the annualized EPS for 2013 to be 10 sen plus . Moreover it may also dispose off a piece of land in the near future giving it the extraordinary gain of RM 27M ( about 4 sen /share ) this will further reduce the PE to less than 4. Anyway hope you can make a thorough study and share with us here. Thanks and merry Xmas !

Amprop :- EPS 2011, 8sen, 2112,18sen ; div. 2012= 6sen ( inclusive 3 sen special div. ) EPS Q1 2013 3.6 sen. Share price 48sen which gives the estimated 2013 PE less than 5.

The sell out most likely is due to arbitrage and some holders adjusting there holding after applying for the warrants especially the majority holders. At the moment it may not move up even though the fundamental is OK and the drop shouldn't be severe , in fact I just bought in some to start with.

It should be roast turkey then ! Merry Xmas to all cheer!

Hey guys, you all really have the energy and time, why not focus on picking potential and undervalued shares so that we all here can benefit. Just give the data or the number and we'll do the rest and share among us. No buy call is necessary.

They keep increasing,so what is the future ? Just imagine what will happen when there is nothing to be swallowed.

You are right Tony I should allocate half for the trading and put the money in the pocket first and let the other half growing.

Or may be I should allocate half for the trading.

I missed the last high for I thought something good was coming, anyway my ave. cost is still below 1.80 , even if it is taken private I think I still can make a little profit.

Buying this counter won't lose money , don't sell when it's down for its value won't drop, sell when the profit reaches your target, and if you set your target not too high you can achieve it easily. Of cause if you want the profit to be higher you may have to wait longer.

There is no danger here, the management bought back about 7% of its own stock at the ave. price of 62 sen, the stock more or less may have reached the bottom.

No doubt L&G is a turn around comp.,and the Q2 result shows the operating profit as 32% but there are some hidden expenses that cause the PBT drops to 8% so the FY2013 result won't be impressive,besides,to assume property sector to hold for 8 long years is over optimistic,there may be a down turn on the way.

Even the estimate of EPS=10 sen is valid, the penny stock counter can never command a PER of 15. Look at Huayang, even with a few years of very good performance the PER is still stuck at its historical value of less than 5. For L&G a lower TP would be more reasonable.

Wah Tony! made heaps of money, what's your latest pick ? would like to tunpang.

Hi Tony ,I didn't pick up much stock recently , the last two are Faber and Tambun bought just before moving. I'm watching EPMB which gave me good profit before when I sold it at its peak few months ago, I believe its shouldn't be at this price now with or without the toll operation. I have yet to pick it up because of market condition, will do so later. How is your trading ? hope you make good profit !

If after ex-date it adjusts 20cents and you get only 15 cents after tax you lose 5 cents unless your tax bracket is low and you can claim back from IR.

The best part of this stock now is the reward to risk ratio, even the market makes strong correction it won't drop much for its intrinsic value remains the same. On the other hand I believe it'll touch 2.20 in the near future, the longest may be within a year.

Hold for the news, after all it's on uptrend .

The intrinsic value of a stock is its ability to keep increasing its value and not the FV of its share price. As long as the value is increasing because of good business performance we may not want to sell the stock even the share price reaches its FV because by then the intrinsic value has moved forward and prompt us to put a higher value for its FV.

I'm comfortable with 70% W.B. 30% G.S.

Why all the fuss ! after buying Kfima just sit and wait for it to reach its TP. Stock of low PE with growth, cash and good dividend like Kfima will not disappoint us.

After buying an undervalued stock the only thing to do is sit and wait for it to move to its FV.

There will be a good opportunity to buy Kfima after the Q2 reports, qoq won't be impressive and those with the cost of 1.48 may be willing to part at lower price. I think this is the so call 'right time to buy'.