Posted by fookchng > 2014-08-19 14:25 | Report Abuse

Hi KCChong, I have checked the latest finance statement(quarter ended 31 March 2014)of Daiman, the excess cash should be 100925, not 131091. Pls confirm. I am able to get NCAV 3.26 with excess cash value of 100925.

Second. The latest NCAV for KSL that I calculate is 2.67 vs yours 2.76. Could you pls check again. Thanks.

Posted by kcchongnz > 2014-08-19 14:30 | Report Abuse

Valuation is an art. There is insignificant difference between what you get and what i got anyway.

Posted by speakup > 2014-08-19 14:34 | Report Abuse

kcchongnz, our undervalued MFCB finally moving a bit. What is your fair value for MFCB?

Posted by ccs999 > 2014-08-19 18:02 | Report Abuse

Lai Lai Lai MFCB

Posted by stockoperator > 2014-08-21 02:16 | Report Abuse

Property sector is Not an easy valuation. Anyway, congratulation to KC on KSL and Scientex. Wonderful job.

Posted by speakup > 2014-08-21 07:59 | Report Abuse

most newbies just buy property counters based on their NTA. if price below NTA = they buy. they ignore cash flow, debts, P/E, growth prospect, etc.

Posted by hariharikais > 2014-08-30 12:48 | Report Abuse

Dearest KC... I can't seem to understand why is there a massive drop in plenitude last friday when quarterly result is ok...any comments?

Posted by kcchongnz > 2014-08-31 19:51 | Report Abuse

Posted by hariharikais > Aug 30, 2014 12:48 PM | Report Abuse

Dearest KC... I can't seem to understand why is there a massive drop in plenitude last friday when quarterly result is ok...any comments?


I also think the results was good. Why a "massive" drop? I really don't know. But isn't share market like that? People buy and the share price went up to about RM3.50 from RM2+ just not long ago, and then drop back a little to RM3.15. That is still pretty good, isn't it.

Anyway, you are invited to read the link here.

http://klse.i3investor.com/blogs/kcchongnz/59102.jsp

Posted by speakup > 2014-08-31 22:33 | Report Abuse

sell on news as usual

Posted by greddym3 > 2014-09-01 22:47 | Report Abuse

Hye kcchongnz, can you do the same analysis for Huayang? From my basic analysis it is in the same group as the three stocks.

Posted by wwwcomment > 2014-09-02 08:33 | Report Abuse

Plenitu is god stock. I top up some last week during drop.

Posted by kakashit > 2015-05-23 21:47 | Report Abuse

the market is good during the time of ur writing, crude oil still above usd100

Posted by king_king888 > 2019-07-24 14:02 | Report Abuse

Dear Kcchongnz and all the rest of the participants in this forum. I would like to ask a few questions and I was wondering if you could help me out with that. Thank you so much in advance.
1. Do net current asset value stocks trading at less than 2/3 of ncav/share in Malaysia do well in general over the long term. Is there any academic backtest?
2. Do low price to book stocks do well in Malaysia?

Kindly share links, evidence and any experience if you can. Thank you all so much.