Posted by tonylim > 2013-08-01 18:23 | Report Abuse

Bastards... having read from half of page 2, I laughed so loud till end up tears in my eyes.

Some people are just pathetic and spend time posting crabs.

Posted by KC Loh > 2013-08-01 18:27 | Report Abuse

Bro, not crabs lah LOL

Craps!! Hahahaha

Posted by KC Loh > 2013-08-01 18:39 | Report Abuse

As Chinese-would-say flaggot newbiestock, don't flag me OK? We only toking ur claps! LoL

Posted by kcchongnz > 2013-08-01 18:44 | Report Abuse

KC Loh, is that bastard Davesingh? I just wonder why he always kachau me.

Posted by KC Loh > 2013-08-01 18:50 | Report Abuse

Who else? Tg Rambutan let him out early on good behavior unfortunately! Bad warden. Bad bad warden! LoL

Posted by tonylim > 2013-08-01 18:51 | Report Abuse

Kcchong singh like to kacau people esp those who works in a bank known to be Big Strong and Friendly.

Kcloh okok toking claps crap crabs

Posted by KC Loh > 2013-08-01 18:53 | Report Abuse

Donkey Dave still sore with you for promoting Kfima after he made losses just like tubby sore with OTB and lamken for losses. Both sore with me for showing both of them really craps and also their incestuous relationship ! LOL

Posted by tonylim > 2013-08-01 18:53 | Report Abuse

I better go else the craps end up 2am

Posted by KC Loh > 2013-08-01 18:56 | Report Abuse

Hehehe @tonylim. The difference here is very fine. Claps - Chinese stadium, craps - donkey dave territory and crabs- Kuala selangor territory! LoL

Posted by KC Loh > 2013-08-01 18:59 | Report Abuse

Me too tonylim. Ciao first. Allow mice to play first! LoL

Posted by tonylim > 2013-08-01 19:00 | Report Abuse

I still have not stop laughing. Enjoy yr dinner.

Posted by wm83 > 2013-08-01 21:11 | Report Abuse

-.-

Posted by choolooi > 2013-08-01 21:38 | Report Abuse

Kcchongnz, Tan KW gave an honest and accurate comment regarding this banter of words.
Don't be so much affected .

We are all in this thread to learn from those like you and OBT ,who have the expertise and are willing to share their uncovered gems with us.
Thanks again for your generousity

Posted by Ooi Teik Bee > 2013-08-02 07:27 | Report Abuse

Dear Tan KW,

Please invite another sifu here because he is 100% accurate one. Let us learn from him to make more money. I want to be a billionaire by following his stock pick. Please help me !! Please !!

Thank you.
Ooi

Posted by Ooi Teik Bee > 2013-08-02 07:38 |

Post removed.Why?

Posted by inwest88 > 2013-08-02 07:47 | Report Abuse

You are absolutely correct OTB, from the TA perspective.

Posted by choolooi > 2013-08-02 08:11 | Report Abuse

OTB, your technique above is noted.

I think it will appeal more to the yuppies,
They have to remember to take charge of their investments whatever method they use.

Posted by Ooi Teik Bee > 2013-08-02 09:15 |

Post removed.Why?

Posted by KC Loh > 2013-08-02 09:52 | Report Abuse

dont worry la Ooi, these two no money players. They have each other for comfort only. Sound the same or not, these two hubby & tubby? :)

Posted by Fat Cat Tim Buddy > Aug 2, 2013 08:09 AM | Report Abuse
otb u r a conman.

Posted by newbiestock > Aug 2, 2013 09:42 AM | Report Abuse
liar and cheat KCCHONGNZ

Posted by waihung82 > 2013-08-02 09:57 | Report Abuse

Looking the way who present the ideas, we will know who is more convince to people. I am old but I am not blind, cheers.

Posted by Ooi Teik Bee > 2013-08-02 10:22 |

Post removed.Why?

Posted by miketyu > 2013-08-02 10:23 | Report Abuse

Wanna ask u guys what would be your goals usually ? earning 10% or 20% before taking profit?

Posted by aunloke > 2013-08-02 10:23 | Report Abuse

He is definitely not like this , but if you think so then do the opposite of what he said to make some money.

Posted by Ooi Teik Bee > 2013-08-02 10:31 | Report Abuse

Dear valued members,

This calculation was done when the mother share Pantech was at 0.95 and WA was at 0.49.

Pantech IV Calculation

Total Net Profit Years 7/7

Total Positive Operating Cash flow Years 5/7

Total Dividend Payout Years 6/7

Total Positive free Cash flow Year 4/7
22/28
Growth%
7 Years Average Turn Over 317987
Latest 4 quarters 637160 100.37%

7 Years Average Net Profit 36382
Latest 4 quarters 55003 51.18%

2011 2012 2013 Growth%
EPS(Cent)6.45 7.60 11.87 56.18%
PER 14.73 12.50 8.00 35.97%
ROE 10.817 10.15 14.60 43.84%
NTA 0.70 0.75 0.74 -1.33%
Dividend 3.5 4.6 31.43%

2013 2012 2011
NP/(NL) 55006 34232 28994
equity 376747 337230 317268
ROE 14.60% 10.15% 9.14%

Price CAGR % (Buy and Hold)
Average Return History 6.28%
3 yrs Return 15.43%

Method 1
EPS 0.12
g 7.72
Y 7.0
IV= (EPS*(8.5+1.5g)*4.4)/Y 1.50
Current price 0.95
Margin of Safety 36.59%
Potential gain 57.70%

Method 2
Discounted Cash Flows Calculator
Discount rate 12.00%
EPS 0.12
Earning expected to grow (annually) 7.7
for the next (? Years) 3.0
before leveling off to an annual growth 3.00
Calculate Stock Value per share 1.55
Current price 0.95
Margin of Safety 38.71%
Potential gain 63.16%


Method 3
ROE 14.60%
Rr 8.00%
NTA 0.74
IV= ROE/ Rr*NTA 1.35
Current Price 0.95
Margin of Safety 29.66%
Potential gain 42.16%

Method 4
(22.5*EPS*Book value per share)^0.5
EPS 0.1187
Total equity 376747
Number of shares 516167
(22.5*EPS*Total Equity/share)^0.5 1.40
Current price 0.95
Margin of Safety 31.96%
Potential gain 46.97%

Warrant

Pantech-WA
Expiration date 2020
Exercise price 0.60
Price of Mother share (Pantech) 0.95
Intrinsic value of WC 0.32
Actual price of WC 0.49
Premium or Discount 14.74
Gearing 1.94

Conclusion
If the price of Pantech is 1.35, the price of Pantech-WA should be (1.35 - 0.60) = 0.75.
If it is trading at 20% premium, the price of Pantech-WA should be (0.75*1.2) = 0.90.
Potential gain = (0.90 - 0.49)/0.49*100 = 84%.

Thank you.
Ooi

Posted by aunloke > 2013-08-02 10:33 | Report Abuse

this one I'm not sure, but definitely not KC.

Posted by Ooi Teik Bee > 2013-08-02 10:34 |

Post removed.Why?

Posted by Ooi Teik Bee > 2013-08-02 10:38 | Report Abuse

Posted by mummy2u > Aug 1, 2013 02:09 PM | Report Abuse

fat cat just an animal,u urgue with it? funny

Posted by Ooi Teik Bee > 2013-08-02 10:44 |

Post removed.Why?

Posted by wm83 > 2013-08-02 11:23 | Report Abuse

lol @OTK...

Posted by wm83 > 2013-08-02 11:23 | Report Abuse

+999 to this thread

Posted by annie24 > 2013-08-02 11:38 | Report Abuse

Do you foresee market coming down like day before yesterday...
A little worried...

Posted by kcchongnz > 2013-08-02 13:08 | Report Abuse

海鷗
http://www.youtube.com/watch?v=Aos26LDfmpk

Hai-O Enterprise Berhad is engaged in the wholesaling and retailing of herbal medicines and healthcare products and investment holding. The Company operates in five segments: wholesale, which include wholesaling and trading in herbal medicines and healthcare products, herbs and tea; multi-level marketing, which include operating multi-level direct marketing of health food, healthcare, wellness and beauty products; retail, including retail chain stores; manufacturing, which include manufacturing, producing and distributing pharmaceutical products and health food, and technology, which provide heat transmission and energy saving technology. The Company is also operating in leasing of machinery and equipment, licensed money lender, insurance agent, advertising services, rental income and investment holding.

During the US sublime crisis, Haio’s revenue had a fantastic rise from 374m in 2008 to 511m in 2012. Its net profit also rose in tandem from 49.1m to 71.9m. That was the time its share price rose to an all time high of RM5.40 in March 2010. Then suddenly in 2011, its revenue and net profit plunged from a cliff to 223m and 29.7m respectively, both less than half of the previous year (Table 1 below). These couple of years, the revenue of this fallen angel slowly rises from the trough to 268m last year. Its profit has risen at a much faster rate to 43.5m. Will it go back to its days of glory?

Let us refer to Greenblatt’s Magic Formula to see if Haio is a good company having a great business. Then we will do a little computation to determine if it is worth investing at the present price of RM2.72. For those who are interested in the Magic formula, you could go to the following link for the explanation.

http://klse.i3investor.com/servlets/forum/900285510.jsp

The key driving formulas used by Greenblatt for his Magic Formula are:
• Return on Invested Capital = EBIT*(1-tax rate) / (Fixed Assets + Net Working Capital)
• Earnings Yield = EBIT / Enterprise Value

From the computation based on the financial statements of Haio ended 30 April 2013, and the price of Haio at RM2.72, the following are obtained:

ROIC=43061/148000=29%
EY=58716/407967=14.4%

Hence it can be seen that Haio has a great business with a high return on invested capital of 29%, much higher than its cost of capital. Its earnings yield of 14.4% is also good as it is above my minimum 12% requirement.I would say buying the stock of Haio now at RM2.72 is a good move to invest in a good company at a reasonable price. This is the fourth stock in my portfolio.

Table 1: Revenue and net profit of Haio
Year 2013 2012 2011 2010 2009 2008
Revenue 267920 239533 223254 511064 435216 373823
Net Income 43491 35702 29710 71863 53010 49118

Posted by tonylim > 2013-08-02 14:35 | Report Abuse

annie24, There were indeed signs of profit taking or cracking the thursday and friday before this week.

Our country's fundamentals does not support index at 1700 - 1800.

Going forward is anybody guess. I am also concern over the weakening ringgit from an overall economics point of view.

Tread bursa with caution. Have a strategy.

Posted by Ooi Teik Bee > 2013-08-02 15:26 |

Post removed.Why?

Posted by Ooi Teik Bee > 2013-08-02 15:42 | Report Abuse

Dear valued members,

When I post this stock in this forum, the price is at 1.74. All intrinsic value calculation remain unchanged except I buy it at 1.69 on 2/8/2013.

Triplc IV Calculation

Total Net Profit Years 7/10

Total Positive Operating Cash flow Years 6/10

Total Dividend Payout Years 0/10

Total Positive free Cash flow Year 6/10
19/40
Growth%
10 Years Average Turn Over 142044
Latest 4 quarters 172324 21.32%

10 Years Average Net Profit -3409
Latest 4 quarters 29320

2011 2012 2013 Growth%
EPS (Cent) 0.77 13.73 45.8 233.58%
PER 225.97 12.67 3.80 70.02%
ROE 3.12 18.49 29.17 57.76%
NTA 0.25 1.16 1.57 35.34%
Dividend 0.0 0

2011 2012 2013
Net Profit 1101 13772 29320
equity 35340 74485 100524
ROE 3.12% 18.49% 29.17%

Price CAGR % (Buy and Hold)
Average Return History -9.16%
3 yrs Return 111.09%

Method 1
EPS 0.46
g 10.00
Y 7.0
IV= (EPS*(8.5+1.5g)*4.4)/Y 6.77
Current price 1.74
Margin of Safety 74.28%
Potential gain 288.81%

Method 2
Discounted Cash Flows Calculator
Discount rate 12.00%
EPS 0.46
Earning expected to grow (annually) 7.7
for the next (? Years) 3.0
before leveling off to an annual growth 3.00
Calculate Stock Value per share 6.32
Current price 1.74
Margin of Safety 72.47%
Potential gain 263.22%

Method 3
ROE 29.17%
Rr 8.00%
NTA 1.57
IV= ROE/ Rr*NTA 5.72
Current Price 1.74
Margin of Safety 69.60%
Potential gain 229.00%

Method 4
(22.5*EPS*Book value per share)^0.5
EPS 0.46
Total equity 100524
Number of shares 64022
(22.5*EPS*Total Equity/share)^0.5 4.02
Current price 1.74
Margin of Safety 56.74%
Potential gain 131.18%

Thank you.
Ooi

Posted by newbiestock > 2013-08-02 22:04 |

Post removed.Why?

Posted by KC Loh > 2013-08-02 22:20 | Report Abuse

Posted by newbiestock > Aug 2, 2013 10:04 PM | Report Abuse

KCLOH AND KCCHONGNZ are made fukers liars.

That's true! I made this particular farker and expose his lying! LoL

Posted by KC Loh > 2013-08-02 22:35 | Report Abuse

Page: Investing Basics Jul 2, 2013 02:07 PM | Report Abuse

this is a super bull market will go up till 2017 or 2018 may reach 2700 oso but may have small corections

Hahahahahahahaha KLCI from 1000 to 2700! Boleh tahan whatever medicine they are giving you in that blue sky place you are residing! LoL

Posted by newbiestock > 2013-08-02 22:37 | Report Abuse

Posted by KC Loh > Aug 2, 2013 10:20 PM | Report Abuse

i am sorry newbiestock for disturbing u. u are a professional.


funny how u can twist ur words ah?

anyone and read what u right ler

Posted by newbiestock > 2013-08-02 22:38 | Report Abuse

kcloh u told me sorry and i accepted, not anymore. i will not accept your appologies

Posted by newbiestock > 2013-08-02 22:40 |

Post removed.Why?

Posted by newbiestock > 2013-08-02 22:41 |

Post removed.Why?

Posted by KC Loh > 2013-08-02 22:42 | Report Abuse

KLCI going to 1000... ANYONE CARE FOR ARGUE..???? Feb 14, 2013 09:49 PM | Report Abuse

KLCI IS GOING TO 1000... MY CALL WAS 15 MONTHS FROM NOVEMBER.. BUT NOW I SAY MUCH SOONER... I GIVE 3 TO 6 MONTHS....

I also rrespect you LOL

Posted by newbiestock > 2013-08-02 22:43 | Report Abuse

LOL u are got sure cuckoo. u call u mader those nicks too ler. LOLZ

Posted by KC Loh > 2013-08-02 22:44 | Report Abuse

Posted by newbiestock > Aug 2, 2013 10:37 PM | Report Abuse

Posted by KC Loh > Aug 2, 2013 10:20 PM | Report Abuse
i am sorry newbiestock for disturbing u. u are a professional.
funny how u can twist ur words ah?
anyone and read what u right ler

Kcchongnz, anymore doubt this is donkey Dave? Hahahahahaha

Posted by KC Loh > 2013-08-02 22:49 | Report Abuse

Page: Investing Basics Jul 2, 2013 02:07 PM | Report Abuse

this is a super bull market will go up till 2017 or 2018 may reach 2700 oso but may have small corections

Proven mental case study! LoL

Posted by KC Loh > 2013-08-02 23:05 | Report Abuse

In case you still doubt its out certified nutcases donkey Dave, just see the resemblance if your nose is stuffy and cannot smell the same stench,kcchongnz! Hahaha

Stock: [KFIMA]: KUMPULAN FIMA BHD Feb 26, 2013 10:13 AM | Report Abuse
DONT BE FOOLED BY FAKE SIFUS HERE LIKE KCCHONGNZ AND KCLOH...

Posted by KC Loh > 2013-08-02 23:14 | Report Abuse

You are so dumb la donkey newbiestock. At 10.20pm I posted this! Are you that desperate or totally intimidated by me? Hahahaha

Posted by KC Loh > Aug 2, 2013 10:20 PM | Report Abuse
Posted by newbiestock > Aug 2, 2013 10:04 PM | Report Abuse
KCLOH AND KCCHONGNZ are made fukers liars.
That's true! I made this particular farker and expose his lying! LoL


Posted by newbiestock > Aug 2, 2013 10:37 PM | Report Abuse
Posted by KC Loh > Aug 2, 2013 10:20 PM | Report Abuse
i am sorry newbiestock for disturbing u. u are a professional.
funny how u can twist ur words ah?
anyone and read what u right ler

p.s. and your English is so bad like Mr "final ultimate" ler...... hahahahahaha

Posted by KC Loh > 2013-08-02 23:22 | Report Abuse

Posted by newbiestock > Aug 2, 2013 10:40 PM | Report Abuse
Posted by KC Loh > Aug 2, 2013 10:20 PM | Report Abuse
u are right newbiestock. hlind is a very good stock. and MFLOUR is useless.

I must be the fastest typist in this forum or someone is the dumbest! LoL

Lets toss a coin and decide! Fine by your own modus operandi as in your research, donkey Dave? Hahahaha

Posted by KC Loh > 2013-08-02 23:24 | Report Abuse

Posted by newbiestock > Aug 2, 2013 10:38 PM | Report Abuse
kcloh u told me sorry and i accepted, not anymore. i will not accept your appologies

Make up story and then comforting yourself? Whatever happened to you la in your confinement during your stay in Tg Rambutan? Hahahahaha