bought CIMB 1000u

Ok TKW,sorry :)

bought MNRB 5000u,
bought INSTACO 6000 u

Dear Tan KW

My stock picks

CIMB -2000 units

MATRIX -3000 units

PUNCAK -3000 units

GENTING-2000 units

WCT-WD - 10000 units

dear Tan KW

I would like to participate.

No problem kc,glad to help.I was calculating how you got the figures for CFFO,FCF etc. etc. when I spotted the error.Thanks to you, I've learnt a lot about FA :)

yo kc,

FCF/Revenue

1%

9%

27%

10%

28%

3%

Average should be 15% ,not 3% lah.

Also bought some @ 9.79. Cheap sale for a big blue chip.

Ok,thanks anyway.

gark

next support 6.99 ? like this,pokai loh.

anyone knows TA here?,where is support area?

bought some @ 7.65...gone dwn some more.

Dear Mr Ooi,

I'm looking to buy CIMB. Can you tell me where is the price support level? It's down 31 sens to 7.59 now.

Thanks a lot,KC.

Thank you Mr Ooi.for that Puncak TA.

Dear Mr. OTB,since u picked Puncak WB,can u tell me what is the TA for the mother share? What's the resistance and support areas?

Thanks in advance.

Using the 5 rules of cold Eye to evaluate if Marco is a good buy.

Marco 0.150 16/08/2013
1 ROE 14.4% >12% Yes
Net profit 14425
Equity 99971
2 Cash flows
CFFO 7260/14425 50.3% of NP ?
FCF 7141 49.5% of NP ?
3 PE ratio 7.35 <8 Yes
Price 0.150
EPS 0.204
4 Dividend yield
Dividend , sen 0.140
Dividend yield 9.33% >3% Yes
5 Price/NTA 1.07 <1.5 ok
NTA 0.14


So KC, semua lulus atau tidak?

Ah,now the equation and percentage baru betul. KC,terima kasih.Btw,got another question, does 'purchase of intangible assets' included in capex calculation?

Ok.I paste here your posting

I have already described the great business Homeritz has. Can we use the 5 rules of cold Eye to evaluate if Homeritz is a good buy.

Homeriz 0.460 16/08/2013
1 ROE 20.2% >12% Yes
Net profit 14698
Equity 72785
2 Cash flows
(CFFO 20071 203% Yes)
FCF 18925 >NP Yes
3 PE ratio 6.3 <8 Yes
Price 0.460
EPS 0.07349
4 Dividend yield
Dividend , sen 0.030
Dividend yield 6.5% >3% Yes
5 Price/NTA 1.3 <1.5 ok
NTA 0.36

My question refers to that(in brackets).Macam mana u dapat itu 203%?

Hi KC,I refer to Homeritz

How did u get the 203% in CFFO 20071 203% and 45% in "The quality of the business comes from its pricing power as shown by its high gross margin of 45%.

ronnie2u,tigerroar


here's the link

http://klse.i3investor.com/servlets/stk/annchdr/5843.jsp

yeah,2day may attempt break RM2.00

Dear TKW,
Some stocks missing from the list?

Aberdeen Asset Management also holds substantial stakes in these companies.


AEONCR (6.40%) - http://klse.i3investor.com/servlets/anpth/929860.jsp

PANAMY-(14.45%) - http://klse.i3investor.com/servlets/anpth/928722.jsp

STAR- (5.12%)- http://klse.i3investor.com/servlets/anpth/929752.jsp

YNHPROP- (14.66%) - phttp://klse.i3investor.com/servlets/anpth/929760.jsp

I see.Thanks TKW.

Dear Tan KW,
Where did u find the good stuff and download the factsheet?

bsngpg, I own Gtronic before the share consolidation 5 into 1 exercise.That time it is around 20 sen ! only.Too bad I sold off all my Gtronic already. Gone..... :(

last year paid RM 180. Should be same this year.At 2.62 the yield is 6.87%,far better than FD.Keep for the dividends yeah.

good on you,bengpg. I still remember Zhulian's IPO price when it went public at RM 1.23.IT didn't do very well,fell below RM 1.00 to around 0.85 sen if not mistaken. I bought it @ 0.88-0.90 and have kept it ever since. Zhulian will grow bigger in coming years as it expand to Indonesia and that it one huge market.

itu dia,dah mari......

Tan KW

Target price 1.67 is based on Method 3 calculation

like this=12.03/8 x 1.11= 1.67

Puncak, 1 day show only ah,disappointing.

dun like Tenaga also coz tariff control by goverment. Also expose to forex.

If u got 1000u Puncak share,then u also have 100 u warrant.Now got both.

no lah,where got so much $$$,only small quantity.

Keep both,if Puncak dance,warrant also dance.

why r they chasing warrant?

but why mother share go south lah? thought uptrend continue.

Puncak gaining power.....yeah go go gooooooo

If you check Puncak's dividend history it is not a high div. stock. So keep the warrant and follow mother share go sky high :)

But if water negotiations succeed than Puncak may trade >RM 3.00 and warrant will also trade above RM 2.00.

oh ok,thanks

so when will the Puncak warrant be listed ah?

LC,thank you for that very detailed explanation.

hi LC,

Can you help me a bit, tell me how to calculate Return On Invested Capital(ROIC) using KMLOONG FY2012 as example.

check out his website : lcchong.wordpress.com/‎

sold half,remainder wait for it to reach RM 2.00 or so then sell

ok,thanks kc. Btw,where got industry that is not competitive?

Using Ooi Teik Bee Method 3 to calculate MAGNI-TECH INDUSTRIES IV

Method 3
ROE 18.12%
Rr 8.00%
NTA 1.91
IV= ROE/ Rr*NTA 4.32
Current Price 2.04
Margin of Safety 52.77%
Potential gain 111.76%

Nice article: The 10 Absolute Best Reasons To Invest In Dividend-Paying Stocks.

http://www.investinganswers.com/investment-ideas/income-dividends/absolute-10-best-reasons-invest-dividend-paying-stocks-6103

Aberdeen has emerged as major shareholder in STAR.Me thinks if u buy Star it's quite safe bcoz any price weakness Aberdeen will accumulate more.