good article... like the way you categorize investors into three major types

good article, hope u can write one in English too

brave to admit mistake by selling losing counter is a good habit... i generally put it at 5% loss. if it reach there, will do another round of evaluation whether to SELL

on hindsight, my Target Price is now achieved even though we only in Nov-2015

I mention on 6-Aug-2015 that HEVEA will hit RM1.50 by end-2015, seems like the target is now achieved one month earlier...

prove of the blog
http://klse.i3investor.com/blogs/genzinvestor/80927.jsp

ya.. why suspend?

goreng goreng BIG

the reverse of Sell in May = Buy in October (which is now)...

I agree that dividend is definitely one angle that you should not miss while making an investment decision

david81, uem sunrise is a pure property development counter. nothing to do with construction.

UEM-Samsung JV possibly winning KL118 project has nothing to do with UEM-Sunrise. The UEM winning the job is "UEM Group", not UEM Sunrise,....

hi JT Yeo, why not you write a stock and provide an accurate Target Price? I admit I may not be perfect, hence I would like to learn from you...

Give a stock and Target Price and by when it will be reached... I hope you get it right... and after that I would love to learn from you... assuming you are very experienced..

I disagree with you as Ringgit is appreciating. This means that the foreign buying is real as all three markets are showing same direction. Forex, equity and bond market. Bond yield declined today as well meaning foreigners seems buying Malaysia bond also.

hi JT Yeo.

yes, GOB did not hit 71 sen... but the uptrend is correct... meaning if you buy at the time I wrote that at about 50 sen.. there is gain of 15% to 20%.

hi wank, yes FY15 is 6.0 sen. Some typo as I refer to 4QFY15 announcement at Bursa which says 8.0 sen. Anyway, even if FY15 is 6.0 sen, I am still looking at FY16 dividend of 10.0 sen. This means FY16 dividend growth of 67%, in line with EPS growth expected at 65%.

daily trading volume is very low at less than 100k, hard to make money despite the significant increase in share price

Discount rate using published Bank Negara interest rate is too low. Try compare a plate of chicken rice now compared to one year ago. 3% increase? Immpossible

This is a good stock with more investors noticing it after its 1QFY16 net profit jumped 244%

if u are a fan of GOB-WA, theoretically 1 sen increase in GOB should lead to 1 sen increase in GOB-WA. This is because the conversion ratio is one-to-one but its expiry date is still long (more than 4 years)

alphajack, agreed that I haven't take into account the value of its current business. That's why I say my "net cash" method is super conservative...

Flintstones, every investment and valuation method has its own risk. Among all, PE, PB, DCF and others, there are many assumptions involved. I can simply pull out 100 stocks which was based on PE and also did not perform.

My point is... valuing based on net cash is the most conservative...

value investor should not be affected by short term price movement, i stick to my target... 71 sen per share...

full calculation here...

http://klse.i3investor.com/blogs/genzinvestor/83143.jsp

GOB is a value play and my valuation of 71 sen is based on net cash (most conservative method). Theoretically, no company should be valued less than its own net cash.

kancs3118, net cash after sales is RM321m. GOB will receive the RM488m in cash. The selling price already incorporated the property development costs (sunk in cost). For full calculation, refer to my blog

http://klse.i3investor.com/blogs/genzinvestor/83143.jsp

i believe you can say goodbye to your money, Dow Jones tumbled 450points overnight

USDMYR is now 3.97, almost hit 4.00! Reiterate my HEVEA Target of RM1.50 by year end

lokzhaizz, be greedy when others are fearful

all the comments are welcome, 31-Dec-2015 is only about 5 months away... let's discuss when we reach 31-Dec, then we see who is right. That will be fair

As we are speaking, I am shocked to see USD at 3.85 now... make another new high this year.

Hevea to benefit from strong US Dollar against Ringgit... just ask one important question.. will US Dollar continue to increase against Ringgit? Then u know whether to buy HEVEA

CIMB latest Target Price for HEVEA is RM1.34

Hevea’s share price has gone ex of a 4-for-1 share split that enlarges its share base by fourfold to c.400m shares. This is positive as it will improve Hevea’s trading liquidity substantially by lowering the absolute entry price for the stock. Our EPS and P/E estimates are adjusted proportionately. With the strong US$, we are very confident about FY15’s earnings visibility. Our target price is increased as we roll over our SOP-based valuation using FY16’s EPS.
We maintain our Add call, with potential catalysts being the share split and strong 2Q results next month.

kt888 do u have the latest CIMB research report on HEVEA? I think they have a report on HEVEA today... u can refer there for latest Target Price after split

sangharimau, if u buy yesterday... u would have gained 5% in 1 day... look at HEVEA share price now it is RM1.00

today is the last day to buy HEVEA to be entitled for the 1-for-4 split... another 1 hour to go

Reference:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4795581

Up_Down... include me also... RM3 by year end if August announce another 7 sen EPS

YSPSAH is the next HOVID in making... agree with icon that if 2QFY15 EPS can reach 7 sen.. market still start to believe that annual EPS of 28 sen is achievable..
In that case, valuing it 11x PE will give you RM3.08 already
11x for pharmaceutical company is very conservative... HOVID at least 18x PE

good company must pay dividend once they reach stable stage after growing rapidly in the beginning... i won't call these China company "good company" though..

whycare... u are very creative but smart at the same time

UEMS is all about Johor... 成也风云,败也风云

this counter is a clear beneficiary of higher USD against MYR. If you believe that USD will appreciate against MYR, this is the stock to buy

Hevea 1Q15 EPS surged 75% yoy to 14.05 sen http://www.bursamalaysia.com/market/listed-companies/company-announcements/4748333

Best thing is the result is released at 10am, just half hour ago.... means not many people know yet

UEMS is all about Johor property market... it's a reflection how bad things are in Johor currently

good writeup... Price To Cash Flow may be better than Price To Earnings Ratio

sad but this is the "inconvenient truth"

selling NTPM (stock with some fundamentals) to buy YFG is a HIGH RISK HIGH RETURN strategy

SYCAL all the way... Target Price 68.5 sen.. See my previous writing at http://klse.i3investor.com/blogs/genzinvestor/71782.jsp

calvin tan... but the share base will increase quite substantially.. means lower EPS... what's ur view?

wow.. what happened to this counter today? anyway.. this means more people noticed SYCAL now.. great ! See my previous writing at http://klse.i3investor.com/blogs/genzinvestor/71782.jsp

Ooi Teik Bee... salute! 50% GAIN in 1Q 2015 !

KTB worth 50 sen... check out the details here... http://klse.i3investor.com/blogs/genzinvestor/73049.jsp