can bet you scjm3 said what did he get himself into... hahaha

inwest, their earnings doesn't excite me just yet. but let see the next few quarters.

comparative basis with jaks ok? kssc.

wont say good or bad now! but both i believe almost similar industry! aspirin is always ready if you need them! :)

@scjm3, add to your assignment : KSSC

no hard and fast rule for me here. buy when i have more money coming in and think the upside is intact. Sell if fundamentals weakens considerably. Live to fight another day!

You write good scjm3. I think no tapering because yelen won't be seen as lame duck when barely two weeks ago she signaled there is no tapering. She can't have her incoming deputy calling the shots now! Anyway, read between the line and see he is merely suggesting a small amount of tapering and if inflation is not met, the status quo (ie 85b stimulus) stays!

Not too sure what is the computation you are saying! Will give my two-bits whenever possible!

say thanks to your friend for us, kerengga :)

fuhh... buyer volume just went up suddenly!

hehehe....

passerby, my partners sold that business already. sell high, later apply back low! hehehe

emolument was not bad considering everything! :)

i think not important who i am until one day i am able to buy Arsenal FC! :) then can rub shoulders with an American and a Russian billionaire! LOL

cabut 43 sens. maybe too early?

you got to remember that without market share, AA could be dead in less than a year, due to their overwhelming debt. but for them to come out profitable yet again, quarter after quarter, it stands as testament to their ability to manage cost!

the expansion and IPOs are just bonuses to things to come! :)

it is not a question of fighting, but maintaining market share! MAS tried the low-cost structure route, and got badly burnt. Let's see what they do next!

but.... but...... you know lah! LOL

MAS is the "enemy", not Malindo! that one just a gnat, irritant! maybe 5 years down the line Malindo can be a challenger. but currently.....

incidentally, new boy just appeared in Taiwan, partnering SIA.

then don't go to expensive one. Search other lands or wait out offers! if the offer is no good, walk away. Let Mr Market come back to you with an offer so good, you cannot refuse! He won't get angry if you refuse as he is that stupid sometimes! woman usually are better investors because they usually know a good bargain than most! that's why a book came out (duhh...) that warren invests like a woman! :)

here you go, scjm3, more headache. hehehe

i see turnaround numbers. valuation darn high, but then again, software industry commands such

http://www.reuters.com/finance/stocks/financialHighlights?symbol=NNCB.KL

Posted by scjm3 > Dec 16, 2013 06:45 PM | Report Abuse
kc i owe you something. never have i before looked at a thread such as this full time from 7.30am till 5.30 pm except for lunch break.
now also get headache a bit like you. tomorrow should be fine i think.
anyway, it is trading sideways.

LOL.. take it easy. still early days!

kerengga, any confusion with this?

http://www.thefullwiki.org/KNM

sjcm3, you wanna look at N2N? :)

slight headache only. lack of sleep i guess! :)

going out for my brunch now! ciao..

the statement is technically correct although i am not too sure its 6 month for countries that has reached their so-called better "market efficiency"

there is an article i read not too long ago about an investor in Thailand (i think) that was having returns far outstripping Buffett's by a wide margin. the investor however acknowledged that it was due to market inefficiency rather than US' efficiency as a comparison basis!

so.... your statement is a general rule, but not necessary true in every sense!

I mean twit, but both applicable! LoL

Yup. 30 year old retard disguising as a 55 year old twat!

Haha.. well comes and goes wassup and down!

Wassup Connie? Yeah, taking it a bit easy today. Having slight headache since last night

i think you guys don't use honorifics, not on me especially! to the rest is fine! :)

to your 8.04pm post inwest88, you may want to study what's HSBC expecting headwinds are for the year 2014! they have stated 10 of them!

you have followed in-depth scjm3. could be a good call from what you have written in your last post!

may join you as i see the analyses/facts shared are top notched!

not a problem scjm3. we are here to share! however, now it intrigues me why bank would wanna lend Jaks. is it because of the ministry's tender won and they needed capital? or could it be target of takeover, whereby current management wants to sapu as much cash as they can? some knowledge of the quality of the management should also never be far from an investor's mind.

pertinent questions which requires knowledge of their business!

@connie, that's why i said intoxicating! :) one can be sherlocks homes if if he wants to at any counter he covers! hehe

the other option schemes leads precisely to that borrowings too! :)

do a research what the guoco borrowings are for, Seph. with them having their own parent's bank, i think Quek is not too worried! :)

wonder if there are any ramification to BJP imminent victory

i have studied both, and i still prefer guoco's and Scomien's upside potential better! thanks nonetheless Seph! no right or wrong here!

* maybe its wise to mark the price last friday for future comparison

Scomien - 0.40
Guoco - 1.04

* note the change

-in a capital intensive business, one quarterly loss will hit it hard (although "PE" fall below its 5-years low currently )

Posted by connie > Dec 15, 2013 01:17 PM | Report Abuse
kc, your wife must be eyeing all the piece de resistance handbags in europe with 25k euro. good luck my fren :)

freaking hope not!!

hi sjm3, here's preliminary observations from blogs and numbers. i am trying to find some more news later. in the mean time need to take a break.

positives
- potential catalyst in takeover news
- 7 quarterly earnings (reading OTB's assessment). seems to be turning around or it is earnings padded to increase it's book value (for takeover purposes)?
- however, p/b still undervalued, NTA is reasonable for a manufacturing industry sector.

risk
-ROA, ROE and ROI on low side. could probably improve if the quarterly results are maintained.
-in a capital intensive business, one quarterly loss will hit it hard (although fall below its 5-years low currently )
-earning may not be strong yet, as the last major contract secured will only see completion in 2017
-still struggling/unable to meet its loans obligation
-outstanding material litigations still

from preliminary observation, this stock is not a value play, but that of speculation now. i believe the 51-52 sens has currently factored the news of the recently won ministry of Green, Red and Blue contract but if a takeover news comes, of course the sky's the limit! TA's world now! :)

hehe just joking my friend :)

she asked for stocks below RM3. Airasia is a volatile one! wont recommend it to here unless she has to stomach to watch the monitor every working day for the next ten year! :) i still like to estimate AA as a RM5 eventually!

i really hope you didn't refer yourself in that term when you were in sabah due to mix-up! LOL

hehe....

tontolou means something else! check kamussabah.com

ooi, below RM3 in my portfolio for you to consider

Scomi
Scomien*
Gadang (and warrant)
weida
mflour (and warrant)
skpres (and warrant)
gkent
mudajya

not in my poftfolio to-date
guoco*
Scomies
tdm
gunung
keladi
fitters

*expectation of turnaround

dont go jumping without parachute now! :)

What piqued my interest is your mentioning of securing loan. Yup will have a read today on jaks. Will come back with any information I can get sjm3. Thanks for the lead

Jaks ... interesting

Geologist says, these same principle applies to every situation. How to break a man? Pressure & time! Hehehe

Ooi, see I told you no problem one. I am trying to goad inwest88 to start engine hehehe

Top up sometimes is OK, but what worries me she up her credit card limit to 25k euro! Red flag ni! Hehehe

hehe connie. my wife European trip for two weeks! guess who kena billed? :)