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2015-12-21 14:39 | Report Abuse
Plz go b to 1.80 for me to buy :)
2015-12-21 01:08 | Report Abuse
crude oil slumping. best time to collect on weakness. 2.50 is an easy tp :)
2015-12-20 23:28 | Report Abuse
Dont need to feel. It is a sure thing. :) rm3.50!!!
2015-12-16 21:23 | Report Abuse
1.50 is a very pessimistic tp Haha :)
2015-12-15 21:23 | Report Abuse
Tell u what. Rm3.5 is a very reasonable easy tp. Just keep buying :)
2015-12-15 19:53 | Report Abuse
Apa pe 14? Now pe 10 only. If it hits rm3.5, then pe 14 la. :)
2015-12-15 10:13 | Report Abuse
Joke of the century lol. If drop to rm2, klci will reach 1400. Haha
2015-12-15 07:59 | Report Abuse
Rm2??? LOL. Pluck out of the air? Haha
2015-11-30 17:51 | Report Abuse
Resting is for longer journey ahead. Just hang in there. Once panic selling is over, easy money will come again :)
2015-11-30 15:54 | Report Abuse
Why mati? Haha. My cost is below rm2. Nth to be scared. Wait for 3.50 :)
2015-11-29 20:53 | Report Abuse
I am glad to know that sifu otb is in the game. Can sleep well at night :)
2015-11-29 20:52 | Report Abuse
Words of wisdom, Ken Lim. Kasih lu dua like! Haha
2015-11-27 22:47 | Report Abuse
Would appreciate advice from sifu icon8888 as well :)
2015-11-27 22:47 | Report Abuse
How about Mr Otb? What is your view on current market as well as mieco? It seems like most of the investors are backing off from share due to the high potential interest rate hike in Dec. To me, this bloody thing has been in the know of everyone for a very long time and it must have been factored in already. :)
2015-11-27 22:43 | Report Abuse
You cant beat insiders' news. HitNRun has 1st hand info. U will cry when you see Q4 results. If you buy now, you will have to hold for a very long time to unlock its value, provided its fundamental doesn't change along the line. To me, i will stay away. Glhf :)
2015-11-27 16:13 | Report Abuse
Dont worry. Rainy days will be over soon :) buy when others fear
2015-11-27 12:49 | Report Abuse
It is a turn-around bet. Its roic and earning yield <10% (in others words, not efficient n not cheap). But shows sign of improving: its cash flow is healthy, debt reducing, cash reserve increasing. Tp of rm1.5(pe 10 which was the pe right before latest quarter announced) should be easily achievable. So, <rm1.10 is definitely a good bargain with upside margin of >30%. :) what say you?
2015-11-25 19:39 | Report Abuse
What is the next support lvl to go in? :)
2015-11-24 19:38 | Report Abuse
No right or wrong to hold or to sell. To hold, it is an opportunity cost coz there are plenty of good promising stocks out there. if you got a crystal ball, can come back here at its lowest point :)
2015-11-24 18:30 | Report Abuse
So what is your call cftrader? Sell or hold? I am not surprised to see this though. Cyclical business nature.
2015-11-24 15:54 | Report Abuse
Haha. One big shark selling. Another big shark buying.
2015-11-23 11:29 | Report Abuse
Lower compared to the corresponding quarter?
2015-11-22 21:41 | Report Abuse
How sure are you about bad Q3? :) 50%? 80%? 100%? 200%? :)
2015-11-21 00:09 | Report Abuse
ROIC threshold in my checklist is >12%. Same goes to EY (earning yield). I put a lot of attention on these 2 financial metrics to choose a stock. :)
2015-11-21 00:06 | Report Abuse
b123, I am using discounted cash flow model to compute its intrinsic value.
I assume:
Initial cash flow, C0= 13mil (6 years average);
Discount rate, r= 10%;
Growth rate, g= 3%.
Hence, PV= C0*(1+g)/(r-g) = 191.29 mil
Cash = 62.418mil; Debt=1.5mil; Minority Interest=6.04mil
Outstanding share=200.38mil
Intrinsic value = (PV+Cash-Debt-Minority Interest)/Outstanding share = RM1.23
2015-11-20 18:20 | Report Abuse
b123, what is your intrinsic value model? Dcf? If so, what kind of growth rate and discount rate you use? Did you consider cash, debt & minority interest?
Personally, i would rather look at ROIC than ROE. Its ROIC is as high as ~14%.
2015-11-20 01:06 | Report Abuse
Based on DCF model, with 3% growth rate & 10% discount rate, take its cash and minority interest into account, its intrinsic value stands at ~RM1.2 (@ PE 13.5 which was the PE value yesterday) :)
2015-11-18 18:51 | Report Abuse
Mmsv doesn't fulfill the 3rd condition though?
2015-11-18 16:42 | Report Abuse
Of course. Btw, what are the key requirements to be listed in main board?
2015-11-18 16:26 | Report Abuse
Are you 100% sure? Fact or pure speculation?
2015-11-18 12:53 | Report Abuse
Why run so fast? Much more to come. Sit back and chill la bro. :)
2015-11-18 01:15 | Report Abuse
Rosmah mansur, any chance for share split or bonus issue? :)
2015-11-13 10:55 | Report Abuse
Aiya. Normal la. Price wont move in one straight line up or straight line down. Sit tight n wait for another round of surging up :)
2015-11-12 23:56 | Report Abuse
coolio, for PERSTIM, if you look at its past performance quantitatively, every aspect (i.e. growth of net profit, profit margin, current ratio, free cash flow, roe, roic, ey, pe, etc) is outstanding. History doesn't necessarily repeat itself, but it does rhyme. Although investing is about the future, not the past, the economics of the business are usually clearly reflected from its past performance and the actions of the same management. I think you need not to worry so much about their business model. We amateur investors are not the expert of the field to judge how good their business model is. Mechanical quantitative analysis always works the best for ppl like us. Am I not right? :)
2015-11-12 23:40 | Report Abuse
can't agree more. but DCF is the best reference/tool that I have for me to determine target price. it is not cast in stone, just a reference. I always try to be as reasonably conservative as I could. However, i do understand that stock price will only move if the company could deliver improving results quarter by quarter. Hopefully mmsv won't dissapoint us :)
Stock: [MIECO]: MIECO CHIPBOARD BHD
2015-12-23 13:15 | Report Abuse
1.50 then 1.80 :)