Followers
0
Following
0
Blog Posts
0
Threads
14
Blogs
Threads
Portfolio
Follower
Following
2016-12-30 19:40 | Report Abuse
Updated for dividends.
2016-12-30 19:40 | Report Abuse
Hi Mr Tan. Sorry about this. I have just updated my portfolio for dividends. My annual return should be 3.06% instead of -1.18%. Thanks.
2016-12-30 16:59 | Report Abuse
Hi Mr. Tan,
Many thanks for facilitating the stock pick challenge. This is my second year participating. My stocks are as below. Many thanks again. Happy New Year to you.
Armada 5%
Dksh 12%
Harison 12%
Hsl 8%
Mflour 8%
Magnum 15%
Mnrb 8%
Perstim 15%
Pohkong 5%
Ysp 12%
2016-12-30 09:18 | Report Abuse
Updated for dividends.
2016-04-06 10:40 | Report Abuse
Weight average cost of capital... The discount rate that you are using.. Thanks sir
2016-04-06 10:37 | Report Abuse
Sorry rosmah. Just wondering what's your wacc assumption?
2016-04-06 06:56 | Report Abuse
Alright. Thanks for sharing.
2016-04-06 00:52 | Report Abuse
Hmm.. are you referring to 2011-2012? If I am not mistaken the below par results were due to low tin prices? Now we are seeing some strong form of demand for its products and tin prices has stabilize plus it is showing an uptick. any thoughts on this change in dynamics? Plus is a dividend quarter for perstima. Thanks.
2016-04-05 21:47 | Report Abuse
I am referring to last year's 4q results..
2016-04-05 21:44 | Report Abuse
Hi muscle, I do agree that last year's profit will be a tall order to beat but don't you think that its strong balance sheet, good yields and inexpensive valuation are sufficient enough reasons to own the stock? Can share your thoughts? Thanks.
2015-12-31 17:04 | Report Abuse
Hi Mr. Tan,
I am fairly new to this. I would like to participate for the stock pick challenge. My stocks are as below. Many thanks. Happy New Year to you.
Perstima 25%
Apollo 15%
Panasonic 15%
Sam 5%
FFHB 5%
CCB 13%
Focus lumber 12%
Texcycle 5%
TiongnamWA 5%
2015-12-16 20:09 | Report Abuse
This stock is worth 1buck man..
2015-12-16 19:33 | Report Abuse
hmm.. at current price, looks like an opportunity to accumulate.. think downside is limited given its (i) strong balance sheet (net cash position), (ii) exposure to foreign currency (export play - benefiting from weak MYR), (iii) attractive dividend yield of 4-5%, providing support to share price (declaring 10sen DPS for 2015 shouldn't be an issue on the back of a good set of results YTD vs. last year of 8sen), (iv) inexpensive valuation at 9x trailing P/E while trading below BVPS as well.. Your move!!
Blog: (Tradeview 2017) Value Pick No. 6 : Scope Industries Bhd. (0028)
2017-03-03 16:01 | Report Abuse
Well written article and of course, good call! *thumbs up*