Buy a high ROIC company, when low EBIT multiple with high EY

When the ship near the bridge,
the bridge will become straight

:)

CFFI = purchase of PPE/IA + proceeds from disposal of PPE/IA

Hope will enlighten you :)

Hi kenviscan, thanks for your good word & positive comment :)

The presentation of Luxchem Financial Results is a bit interesting if compare with other companies

CFFO = FY15(Annual report)- FY15Q3(Q report) + FY16Q3(Q report)

45,747 = 45,606 - 43,975 + 44,116

CFFI = FY15(Annual report)- FY15Q3(Q report) + FY16Q3(Q report)

-8,102 = - 3,051 - 213 + 591 + 200 - 5605 - 59 + 35

:)

Luxchem(5143) - H & L (Hopeless&Lousy???)

http://klse.i3investor.com/blogs/bluefun/106942.jsp

FY16Q3 result released, net profit=10.03m, EPS 3.68 cents, not bad actually

Debt decrease, inventory & receivables already decrease, healthy balance sheet & cash flow

Mayb in short term share price will drop due to selling pressure, but long term remain good future prospect, kikiki

:)

keep Gadang for another 2 years, kikiki :)

I will try my best to improve/to strengthen my investing article write up/analysis & try to write in english in future XD

thank you for strong support

:)

Hi Mr. Ooi,

I am glad that your favorable comment, really inspire me for more better/quality write-up in future

:)

Thanks so much
bluefun

Thank you once again to Mr. KC Chong for sharing your thought, opinion, suggestion in i3 forum :)

I hv learn much through your article reading, in term of Fundamental analysis skills, investing skills, right attitude of investing

Buy a good FA good stock when price on weaknesses, buy good dividend stock, less debt more cash, good FCF, positive growth & keep for long term

Thanks to my forever sifu Mr KC Chong, hope to meet you one day in future :)

Appreciate your 无私的 sharing :D

Lol， 你们都太夸奖了。 小弟不才，只是平凡的一个小伙子。

学习的路还很漫长，学海无涯。

bluefun 小弟只是一个长期持有的小散户，因为真的了解到赚钱真的不容易，所以在买进一家公司的股份之前，专研做一下功课，若符合选股的 criteria，就买进长期持有基本面好股总比进进出出好 XD

谢谢 Yistock 的 article，您的分析技巧与其他的投资部落客比起来比较特别，让小弟大开眼界，受益不浅。 小弟我也在您的分享里学习了很多，希望未来您会继续分享更多的心得与分析解剖技巧 :)

Buy the business that you realize,
patience to win big

Kikiki :)

Thanks to yistock article, from his sharing And analysis I just realize that Tienwah is another hidden gem.

Then I start to analyze from the report and news.

My strategy is buy good FA stock, with steady dividend, less debt, more cash, good FCF, positive growth in future

Defenitely I will hold for future. Patience to big win, Kikiki

RM1 subscribe right issue for RM3 net gain - Yistock bro

Hehehe :)

sometimes if you hv faith in a stock, u will be big win, future prospect of tienwah remain positive growth, just patience hold and waiting

Price is what u pay,
Patience is what you get

:)

謝謝大家的支持，小弟一定會繼續努力分析分享下去，一起加油 :)

:)

Tienwah(7374) - 旧爱(天华兄)还是最美，感情(BAT妹)怎么能说放就放

http://klse.i3investor.com/blogs/bluefun/105814.jsp

bro kakashit, sure, is my pleasure to hv a yumcha session with you, we can share our thought XD

:)

谢谢您支持 kakashit兄 :)

旧爱(天华兄)还是最美， 感情(BAT妹)怎么能说放就放 XDD

希望有更好的消息来自感情 ^^

耐心等待，大赢自然来 :D

Lol, mayb i stay in Selangor, hahaha, patience patience, this week sure get :)

种一棵树，需要时间浇水施肥，才能茁壮成长；
买一支股，需要功课努力研究，才能赢得漂亮。

When the ship near the bridge，
the bridge will become straight。

:)

thanks to luxchem, my 2nd time to receive dividend, kikiki

4.5 cents + 2.5 cents = 7cents

Hopefully next Q3 result break new high, achieve 14m net profit, kikiki

:)

thanks for your sharing KC, we always will be rich if we keep learning the investing & personal finance skills & knowledge.

Your article always make me "rich" with new "point of view" and new "knowledge"

You are always my sifu, KC, thanks a lots

:)

4cents of dividend in pocket, thanks tienwah, accumulate dividend=18cents

Patience to win big, kikiki :)

Hi Jian Bin, first of all, i have to apologies. I thought you are asking Gadang instead of Gunung hehe. For gunung i have no idea about this stock, i only know gunung is a hill and i like to hiking XD

future prospect is good in term of earning visibility :)

Icon bro, LOL, I am not so "lucky"

kikiki

agreed with you Icon bro, future earning remain visible XD

Don't know which guy so lucky marry Ms Kok LOL

Patience to win big, kikiki

:)

嘉登Gadang(9261) - 万事俱备，只欠东风

http://klse.i3investor.com/blogs/bluefun/104995.jsp

Patience to win big, kikiki :)

天華兄，告別熊，往北沖，熱烘烘。

Patience to win big, kikiki :)

extra money to shopping on this weekend, yeah :D

Hopefully announce special dividend during FY16Q3, 2 cents pun dah cukup, kikiki :)

depreciate of MYR to SGD beneficial Bpplas in long term, kikiki

:)

thanks for your nice sharing and overall view in Steel segment, bro Yistock

Happy Holiday :)

well said bro cpng

长期持有基本面好股，派息的公司，成长中的公司，多现金少债务。

不求短期内股价向北方扬，只求耐心抵挡一切赢得漂亮 :D

10% strengthening of the USD will increased 2m profit according to 2015 Annual Report

:)

Lol, patience to win big, kikiki

The philosophy on value investing: buy a good FA stock, good dividend, more cash less debt, growth in sales & net profit, patience with passion, buy on price weaknesses, hold for long term

^_^

dividend 2.5cents in pocket, thank you Luxchem.

Price drop is good, i still want to accumulate more when price is on weaknesses.

Net cash company, less debt, good FCF, good dividend(expect 7 cents for FY17), beneficial from strong glove demand

I would like to add more interest in Luxchem, 路升， 路一定升, kikiki

:)

most likely is within 3 months, can be done by end of Dec'16

:)

Currently Luxchem 5 months new high, once break 1.80,super bullish 1.90 is just around the corner, lets buy popcorn & see the show,

cun cun sui sui tuju langit, kikiki

:)

谢谢您的建议，一起加油呗 ^^

Cun cun sui sui tuju langit, kikiki :D

BP Plastic (5100) - 南源扩大生产量，客户需求无限量；手上现金如土壤，股价未来往上扬？

http://klse.i3investor.com/blogs/bluefun/102054.jsp

Lol bro pisang goreng, i also forgot what is the step to create blog in i3 XD

Currently, i go to my blog dashboard, then i can post my new article hahaha

I am always here v my apini & pisang goreng

I love Gadang, cun cun sui sui tuju langit :D

When we born, we have nothing; when we growth , we have something

Cheers :)

when we born, we have nothing; when we growth, we have something

Cheers :)

lets patience to win big, 2.5cents dividend on 9th Sep 16, FY16 div should be > 7cents

:)

once break RM1.75, hoseh liao, kikiki

patience to win big :)

@yistock, totally agreed with you, since SG management took up the business, tien wah well plan for its future

lets hold tight tight, i believe after 2 years, tien wah will be one of our big win stock

cheers :)

@newbird, i forecast based on historical FY15Q3Q4 result, made the assumption that net profit is better compare with prior year :)

bro superman, your idea enlighten me, moving forward i will change to phone call XD

Tien Wah(7374) - 一切如计划进行，想大赢恳请耐性

http://klse.i3investor.com/blogs/bluefun/101463.jsp

Good FA stock, positive growth, good dividend payout, net cash position, FCF positive

I find no reason to let go Luxchem

Patience to win big, cheers :)