hendrycheah

hendrycheah | Joined since 2018-04-06

Investing Experience Intermediate
Risk Profile Low

Hendry is a follower of Benjamin Graham Value Investing Method. My Icon on investing is Warren Buffet and strongly believing on Rule No 1 Theory which is never lose money and Rule No 2 is Dont forget Rule No 1. Always looking for undervalue wonderful company to purchase

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2021-02-08 17:05 | Report Abuse

@apple168...if it does hit 90c by Thu..we really 168 d..

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2021-02-08 17:02 | Report Abuse

@tobby, not too late yet, it's OG year for 2021

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2021-02-08 17:00 | Report Abuse

@pinnaclegrade. my average price is 2.79... but no worries I can wait until the Costa Rica factory start operating on 2Q21..

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2021-02-08 15:00 | Report Abuse

Naysayer or IB say what they want lar.. currently TG is

250m shorts
Nett Cash
560 days order book
Estimated 5 @ PE for 2021
70% Dividend Payout..

This is the fact we are holding and shorties will kaput..

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2021-02-08 13:01 | Report Abuse

let's shortie do what they want..i'm pretty comfortable sitting at 6.30 with 250m share to close in near future. Beside 20c of dividend is coming soon..

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2021-02-05 13:35 | Report Abuse

uptrend after lunch~!

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2021-02-05 11:38 | Report Abuse

@consultant, don't think will go down to 6.30, it might rebound in the evening based on hourly chart

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2021-02-05 11:28 | Report Abuse

EPF keep on taking advantage on the retailer with the retailer money

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2021-02-05 11:25 | Report Abuse

don't worry guys.. IB have no appetite with OG now..when they come back it will be a multibagger counter.. no harm done to hibi with higher OG price..the higher the price..the lower our risk would be with 50c+ ticket..

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2021-02-05 11:20 | Report Abuse

no one even bother to comment here..Peter Lynch type of stock pick..awesome..3 bagger in the making

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2021-02-02 15:34 | Report Abuse

I wonder how long can the shorties hold..

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2021-02-02 15:33 | Report Abuse

Don't know why price can't move, but we are pretty sure with the oil price, financial result is getting better every Qtr..

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2021-01-29 13:37 | Report Abuse

holding my ticket tight tight~!

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2021-01-29 09:49 | Report Abuse

1 warren will do, he had 120b sitting on the sidelines. TG is only a USD14.5b company. He can eat it alive for lunch

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2021-01-29 08:37 | Report Abuse

Are we the Avengers or Revenger?

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2021-01-28 23:21 | Report Abuse

Melvin Cap needed 2.7b bailout for shorting GME. All the best JPM.

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2021-01-28 11:29 | Report Abuse

Would TG be US Gamestop with 200+ million shorts?

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2021-01-27 15:39 | Report Abuse

i don't think GCB have the capacity to do a buyback now.. I'll be the first to run if they are using their sukuk to do a buy back

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2021-01-26 13:14 | Report Abuse

RM3.5 memang can come if Tan Sri decide to split the stock 2:1 again..

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2021-01-25 16:22 | Report Abuse

drop under 200 MA..tak baek mcm tu

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2021-01-25 16:18 | Report Abuse

no eye see..

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2021-01-25 10:31 | Report Abuse

i feel for shorties.... according to JPM forecast.. from 5.60 to 3.50..its suppose to be half a billion profit for them

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2021-01-22 12:42 | Report Abuse

10k production, 50+ Oil price, 2 new awarded license in UK and potential purchase of new asset in Malaysia, the company is moving to the right direction, but the price didn't reflect the company potential..this what we call price discrepancies. I'll increase my position when it goes down 55c and below to average down my current price

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2021-01-22 11:56 | Report Abuse

TG making 3b profit without US..who care Biden gonna extend ban or no..

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2021-01-22 11:16 | Report Abuse

with 152m paper loss, IB Risk Department would be making a lot of noise now...

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2021-01-20 16:14 | Report Abuse

Thanks @micsoh, I should be out before 3Q, am not to worry with TG now as their book order is full for the next 560 days

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2021-01-20 16:07 | Report Abuse

By knowing uncle lim have few billions to spare in his account, shortie need to use the balance bullet wisely..

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2021-01-20 15:59 | Report Abuse

@micsoh, i'm in TG since last month when EPF is leaving, however, i still earn 2.5% yield from dividend for my one month investment and expecting another 2.5% to 3% in upcoming qtr..by looking at their value, should they sustain with last qtr earning for the next 3 qtr..they should get 1.16 EPS for 2021, and the PE would be 5x from their current price, however, TG lowest PE for the past 5 years is 15x

I'll take my chance!

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2021-01-20 12:17 | Report Abuse

@micsoh, no worries the price increase on oil price may not reflected on our pricing now, but when it is shown in the upcoming qtr result, the price will follow. cheers~!

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2021-01-20 10:53 | Report Abuse

Dont worry what the shorties is doing..we have aproximately 6 to 7 weeks for TG record revenue and dividend... Just hold ur ticket tight tight.. Shortie time is ticking

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2021-01-19 15:53 | Report Abuse

the Exxon deal is rather quiet, anyone know what's happening?

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2021-01-19 12:51 | Report Abuse

..sudah mahu terbang

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2021-01-18 10:14 | Report Abuse

Just do a simple off hand calculation of possible TG pricing in a year from now.. due to the Order Book is full and assume the upcoming 3 qtr having the same profit. Hence EPS 29c x 4qtr @ RM 1.16.

TG PE is usually 15x for the past 5 years. however, we just took half of the usual PE to 7.5, we are getting 8.70..

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2021-01-15 15:37 | Report Abuse

@apple168, no worries if they make it undervalue, this is what Buffett call it Margin of Safety..

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2021-01-15 14:27 | Report Abuse

@Dangel, if the oil price sustaining around 50+, the momentum will eventually come. Getting Hibi at 50c+ ish on a these kind of oil price is a no brainer.. even without any new asset, we are looking at 700m+ annual revenue for Hibi with today pricing..

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2021-01-15 09:00 | Report Abuse

@prime. Mean shortie is closing soon?

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2021-01-15 08:58 | Report Abuse

@pingdan. Revenue up not necessarily push up profit which might due to higher cost on material, high expenses, higher taxes or forex rate fluctuation.

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2021-01-13 10:00 | Report Abuse

uptrend in the making~!!

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2021-01-12 13:30 | Report Abuse

hmm..is it a loophole that Hibi allowed CRPS to convert its share eventhough they haven't get any asset yet.. would there be any cap on this conversion??? It will be a nightmare for existing shareholder to get 2b Value of CRPS converted into shares without any new assets..

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2021-01-11 11:56 | Report Abuse

@cooljay, we may need to hold until the new factory is operating on 2Q21

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2021-01-08 16:22 | Report Abuse

@alvin, but i never leave..my average price is 6.60..hope your TP 9 will come before CNY..huat sama sama~!

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2021-01-08 15:37 | Report Abuse

Uncle Lim eating shorties for lunch

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2021-01-08 11:49 | Report Abuse

Suppose to be a short term trade for me..now I guess it turn into a long term investment..lolx

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2021-01-08 11:42 | Report Abuse

shorting a company which have billions of cash in bank and expected a few billion more to come in the next few quarter is risky investment for shorties..

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2021-01-08 11:38 | Report Abuse

Shorties have chosen the wrong counter to short.. if they shorted AA.. they should make money now..

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2021-01-07 12:34 | Report Abuse

aiyoyo..everyday no show here..

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2021-01-07 12:29 | Report Abuse

with current oil price, hibi easily a 70c counter..

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2021-01-07 11:43 | Report Abuse

@newbie, fully agree but it will be a good narrative to built for the IB to push it up again..