... 13investor

chiowmin | Joined since 2015-06-02

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

7

Threads

2,797

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
2,797
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2016-08-22 10:57 | Report Abuse

Wah... still go up

Stock

2016-08-18 12:55 | Report Abuse

I also run with minor loss... but is ok... at least release from prison

Stock

2016-08-18 12:33 | Report Abuse

Time to Lari loh

Stock

2016-08-18 10:56 | Report Abuse

Won't touch this stock anymore unless drop to 0.6

Stock

2016-08-18 10:36 | Report Abuse

So happy get finally get out from jail

Stock
Stock

2016-08-08 22:00 | Report Abuse

Wait 10...sure can

Stock

2016-08-01 16:16 | Report Abuse

JHM moving upward
D&O moving downward
Both making profit in LED market but stock price reflect differently.
Therefore, I will consider D&O is an opportunity for me to futher collect.
1st batch 0.30 25%
2nd batch 0.27 25%
3rd batch 0.25 50%


http://aimthebull.blogspot.my/2016/06/automotive-led-market-jhm-and-d.html

Stock

2016-08-01 16:16 | Report Abuse

D&O - Getting stronger from automotive market


http://aimthebull.blogspot.my/2016/05/d-getting-stronger-from-automotive.html

My 5 simple steps will lead me to simple but effective value investing. My way to minimise the risk and maximise the gain.

Step 1: Check the PNL. Profit? Potential turnaround to profit?

Aim the bull: Profit growing with higher sale mainly from better margin automotive product sales pipeline. As automotive product required more stringent quality level, therefore is not easy for competitors to come into the business to share the cake. As D&O already successful penetrate into this market, this will be sustainable income for next few years.
Score : 1

Step 2: Check the cash flow. Where is the money generate? Where is the money go?

Aim the bull: After cash received from Epistar (big LED coy) to join development together, company cash level improved but still is not net cash company. Cash mainly spend on machines and R&D project. My thinking, R&D is very important spending to move company forward. If company is keeping at same position is equal to waiting to game over.

Score: 1

Step 3: Check the Balance Sheet. Is it only left the shit (e.g debt)? Cash status? Retained earnings for potential bonus issue? NTA vs price? Fair value vs price vs NTA?

Aim the bull: Price trading at above NTA. Cash and debt at manageable level. Mainly PE play. The continue profitable and positive cash flow is under monitoring by Aim The Bull.

Score:0

Step 4: Check the price status? Which wave? Uptrend? Downtrend? Consolidation? At peak? Measurement of margin of safety?

Aim the bull: Still in downtrend process. Price now trading at 0.30. Worth to close monitoring. My way is don't chase the high or the peak. Go search any stock with high chance to rebound. D&O can be the next, and need a better financial result to trigger it rebound.

Score: 0.5 as I'm not sure 0.30 is bottom.

Step 5: How is the outlook of the existing business and any potential sales pipeline?

Aim the bull: I like Green tech business. I monitor D&O because the automotive LED business outlook is very promising as now many new cars start to change conventional car light to LED light due to its lower power consumption, therefore this is a sun rise business and with attractive margin.
Score: 1

If score 1 or 2 points...forget it
If score 3 points...monitor closely
If score 4 points...collect slowly
If score 5 points...full force...sai lang

Overall 3.5 points...the risk is the price might not bottom reaching yet and fluctuation of techno business cycle.

Stock

2016-08-01 16:14 | Report Abuse

got buyer but no seller...also consider dead counter :)

Stock

2016-07-29 18:39 | Report Abuse

sold 8.50...buy back 8.20 :) this is gambling, don't follow

Stock

2016-07-28 18:19 | Report Abuse

I go in 8.40... :)
2000 shares...16.8k cost...
tmr sure rebound strongly...

Stock

2016-07-28 18:16 | Report Abuse

I wonder how they source the money to fulfill the contract, as their bank is empty...right issue?

Stock

2016-07-28 16:32 | Report Abuse

cantik :)
limit up soon...sister mjperak coming also

Stock

2016-07-28 13:03 | Report Abuse

heard 1.00 tp end of this year...haha

Stock

2016-07-27 15:05 | Report Abuse

haha...avoid dead counter...

Stock

2016-07-27 15:04 | Report Abuse

3.00 coming...last check in call...

Stock

2016-07-19 11:57 | Report Abuse

buy karex, protect ur capital, limit your family size...

Stock

2016-07-19 11:56 | Report Abuse

more and more free condom can use as long as it go higher

Stock

2016-07-19 11:55 | Report Abuse

this is "huat" counter :-)
Im wating Tp 7,8, 9, 10 :)

Stock

2016-07-19 11:52 | Report Abuse

heard from the remiser this dead counter going to fly high, but I dare not touch anyway...

Stock

2016-07-18 11:47 | Report Abuse

waiting to sell at TP 10!!! :)

Stock
News & Blogs
Stock

2016-07-15 16:31 | Report Abuse

wah...kyy push up to maintain margin account...?

Stock

2016-07-14 11:52 | Report Abuse

sigh...I sold all already...waiting it come down...

Stock

2016-07-14 11:51 | Report Abuse

how to fly?, big seller 200,000 blocking the fly...

News & Blogs

2016-06-24 13:50 | Report Abuse

UK leave as a member of Euro

Stock

2016-06-24 12:44 | Report Abuse

I'm lucky, I take the profit, not the loss...hehe

Stock

2016-06-23 10:28 | Report Abuse

many the deal call off already...cooperate with china one...

Stock

2016-06-23 09:10 | Report Abuse

heard is margin call for those loss in comcorp, & they did to sell hiaptek...

News & Blogs

2016-06-22 17:01 | Report Abuse

why cannot detect, there is list from who to who, still cannot know who is goring?

Stock

2016-06-21 18:14 | Report Abuse

who know it rebound to 0.90 again...it made it before

Stock

2016-06-21 18:02 | Report Abuse

we need a God to lead us...

Stock

2016-06-21 18:01 | Report Abuse

so now...officially declared calvin is StockGod?

Stock

2016-06-21 18:00 | Report Abuse

if can short...calvin can earn very big

Stock

2016-06-21 17:46 | Report Abuse

sigh...contra loss today...

News & Blogs

2016-06-21 17:44 | Report Abuse

otak cacat this guy...can stop to post this guy write up...read lioa also follow cacat

Stock

2016-06-21 17:42 | Report Abuse

today lucky no in...haha

Stock

2016-06-21 12:05 | Report Abuse

good for contra stock

Stock

2016-06-21 12:04 | Report Abuse

not everyday, it need by months...I guess..haha

Stock

2016-06-21 12:04 | Report Abuse

easy money from contra

Stock
Stock

2016-06-21 11:15 | Report Abuse

3.17 in...waiting to sell

Stock

2016-06-21 10:01 | Report Abuse

contra time :)...buy red...sell green

Stock

2016-06-21 09:12 | Report Abuse

today can play contra...

Stock

2016-06-21 09:11 | Report Abuse

forget about this stock as is going down hill...