Posted by AliCafe > 2018-01-26 11:55 | Report Abuse

fish roe

Posted by IBcws > 2018-01-26 13:30 | Report Abuse

Mana tu Halite ?

We need your wisdom

Posted by Ricky Yeo > 2018-01-26 13:46 | Report Abuse

@pjseow

Disagree with zero growth is not investable. As you mentioned a higher ROE the better. A company can have high return on capital but due to lack of investable opportunities, decide to return most of the earnings to shareholders. That would still mean shareholders return should track the return of the business over the long-term. Sees candies is a good case in point.

Posted by Halite > 2018-01-26 14:34 | Report Abuse

Sifu Ricky yeo,

why no growth still can be a good stock to invest?

You mean no growth but the company has a lot of cash , so there is high liklihood that they will distribute the cash to us.

Visible growth in the near future is one of my stock pick criteria and the most important one.

I can not understand, can you kindly teach us more.

Thanks

Posted by chickenputih > 2018-01-26 15:11 | Report Abuse

no ppls run .. sui sui :P :P

Posted by Ricky Yeo > 2018-01-26 15:11 | Report Abuse

Think it in term of FD account. You have 2 FD accounts. Both gives you 20% of interest per annum. The difference is that one, you can let the interest earned sit in there and let it compound; the other, you have to take out the interest every year. So if you invest $100, both cases you get $120 at the end of year 1. One you can reinvest the whole $120; the other you've to take out the $20.

In this case, the former is consider a 'growth' account, it is great. You reinvest all the earnings and compound that at 20% p.a. The latter is great too. You took all the interest out, so no growth, every year reset back to your principle. But you still get 20% p.a regardless. Yes, the former is definitely better than latter. But latter is still terrific.

So in case one, your $100 return will look like 120, 144, 173, 207, 248, 298 etc
Case two, your $100 return, incl. what you get from interest, looks like 120, 140, 160, 180, 200, 220. Yes, if you can find the first one, by all mean get that one. But no stocks can grow that way forever, it will eventually become like the case two. Case two means more hard work. The $20 you collect every year, you have to find another investment that gives you the same return, which is 20% in order to match it. That underlies the dilemma of companies with high payout ratio. The dividend you get means you have to find somewhere to reinvest. And most of the time people just spend it, losing the power of compounding.

Posted by iFag > 2018-01-26 15:21 | Report Abuse

free fall

Posted by Bluemoon888888 > 2018-01-26 15:29 | Report Abuse

Let the water fish let go first

Posted by Halite > 2018-01-26 15:35 | Report Abuse

Thanks Ricky for your explanation

The keyword is sustainable and consistent improving growth

If can find one sure jai-bai-liao.

Please share if you know there is any

Posted by chickenputih > 2018-01-26 15:39 | Report Abuse

@@.. just say only then terjunam ..

Posted by kevinobc > 2018-01-26 15:39 | Report Abuse

there is no reason for petron to fall as world oil price moving up..... it is all maniputated by ppl who wanna buy it a lower price..... target petron rm 17 by February when coming near to QUARTERLY FINANCIAL RESULT

Posted by abn10 > 2018-01-26 15:42 | Report Abuse

Flushing out the short term players, no reason to panic

Posted by Halite > 2018-01-26 16:32 | Report Abuse

Do not worry
If you can't not worrying
Then read sifu pjseow analysis
A very good analysis

pjseow: Coldeye 's five important criteria for stock selection in order of importance

1. Earning Growth ( THe most important )
Its earnings has been growing since 2015 . Expect 2017 earnings to double that of 2016 . THe announcement that Petron will invest further to more than double its earnings within 3 years is another testimony that management will continue to growth the company .Besides , Petronm will be growing its retailed business from 550 stations to more than 580 .

2. Good Cash Flow
It has successfully paid off its debt and become a net cash company since last qtr .

3. PER
It is at an undemanding PER of 8 with today's price .

4. ROE
The current ROE stand at 30

5. Dividend Yield ( The least important )

DY of 1.78 is better than many high growth companies with high PE .

Earning growth is the most important criteria . If a company has no growth or negative growth , do not invest even though its PE is super low and with good dividend . A good example is Tambun . Its share prices were more than 2.00 a few years ago with below 10 PE and dividend yield of more than 7 % . The property sector has negative growth since 3 years ago .Tambun 's earning also dropped since then . Its price become half of RM 2.00 although its PE is less than 5 and its DY is more than 9 % now .

Posted by Halite > 2018-01-26 16:33 | Report Abuse

If not, do not curse others when you see others make money and you do not.

Posted by mamatede > 2018-01-26 17:05 | Report Abuse

12 support breached easily

Posted by shen_en86 > 2018-01-26 17:06 | Report Abuse

Hopefully back to 12 next week

Posted by abn10 > 2018-01-26 17:13 | Report Abuse

Spot on pjseow. Good sharing.

Posted by shpg22 > 2018-01-26 17:48 | Report Abuse

There are many low/stagnant growth company that rise in price due to increasing div dist. UCHITECH, HLIND, CSCENIC, PERSTIM are few of them. TAMBUN is quite a good growth company, not really stagnant

Posted by pang72 > 2018-01-26 18:24 | Report Abuse

Aseng , I hope you are fine...I drop by to see are you ok?...

Posted by Halite > 2018-01-26 19:50 | Report Abuse

I am very OK.

Right stock, right plan and right person,
Now waiting the right time to reap big profit.
Still early of the year, no hurry...

Posted by pjseow > 2018-01-26 22:36 | Report Abuse

Shpg22
Uchitec used to be a great stock 10 years ago .its prices were more than
Rm 3 . When its earnings started to go down , its prices dropped to about 1.30 for many many years. Those invested with more than rm 3.00 lost money. It was only one and a half years ago uchitec started to grow its profits which were mainly due to the depreciation of the ringgit by as much as 30 % .Uchitec prices had gone down from the tecent high of 3.50 to rm 2.76 when ringgit strengthen to 3.88 today

Posted by pjseow > 2018-01-26 22:36 | Report Abuse

Shpg22
Uchitec used to be a great stock 10 years ago .its prices were more than
Rm 3 . When its earnings started to go down , its prices dropped to about 1.30 for many many years. Those invested with more than rm 3.00 lost money. It was only one and a half years ago uchitec started to grow its profits which were mainly due to the depreciation of the ringgit by as much as 30 % .Uchitec prices had gone down from the tecent high of 3.50 to rm 2.76 when ringgit strengthen to 3.88 today

Posted by Halite > 2018-01-27 08:32 | Report Abuse

Good morning
All my good friends

Posted by Halite > 2018-01-27 08:39 | Report Abuse

We must have a strong psychology
All the paper gain and loss are not real
Do not let them defeat you
Stick to your plan and follow strictly
Everything will be fine
Good luck

Posted by supersaiyan3 > 2018-01-27 08:41 | Report Abuse

Can buy some more Petronm. Hengyuan is different from Petronm.

Hengyuan is an one off event. Petronm is consistent and sustainable improvements.

Hengyuan got one off gain of say rm500m last year. But need 1500m for the upgrade. You add that substrate that, Hengyuan is worth RM5 a share at best, haha! But those so-called sifu tried to tell you it will make 500m every year. But who cares, everybody likes to cheat others at the same time cheat themselves.

Petronm will make record profit coming result release. Its a good investment.

Posted by lowprofileone > 2018-01-27 09:18 | Report Abuse

lowprofileone Record year 2017 for Petronm due largely to better crack spread, expansion of petrol stations and consistent sales growth for its jet fuel.

On top of that, may declare higher dividend due to net cash position despite 14bil expansion plan which is still long way to go.

Posted by Halite > 2018-01-27 09:21 | Report Abuse

My entry price of petronm for this year is 13 last year 8
I will average it down to 12 or 11 if you want to sell cheap to me
No cut loss because I can afford to lose big.
If there is no loss then there is only gain

You have chosen a good stock to invest but you need more a big heart and discipline to benefit from your good choice

Study how my sifu kyy trade. You will appreciate what I Said

Posted by aloha > 2018-01-27 09:23 | Report Abuse

Next wk range 12.50 -12.70....

Posted by Halite > 2018-01-27 10:04 | Report Abuse

Always invest in the share you are confident that that you can win. Then you are more comfortable to average down when the price drops. My tp is just 30%, because I am not that lucky like you can make 100%, then isn't it every drastic price drop turn into an opportunity for me to buy more and gain more with lower tp. I do not believe sell now and buy back cheaper later. Do not cheat yourself, how many time you buy back cheaper later.

Posted by Halite > 2018-01-27 10:07 | Report Abuse

I do not want to be a billionaire because I am too old to be one. I just want to win some pocket money to buy a good year to enjoy life

Posted by valuecollect > 2018-01-27 11:36 | Report Abuse

Doubt there will be more cheap sales

Posted by pitbull > 2018-01-27 17:46 | Report Abuse

supersaiyan3 Can buy some more Petronm. Hengyuan is different from Petronm.

Hengyuan is an one off event. Petronm is consistent and sustainable improvements.

Hengyuan got one off gain of say rm500m last year. But need 1500m for the upgrade. You add that substrate that, Hengyuan is worth RM5 a share at best, haha! But those so-called sifu tried to tell you it will make 500m every year. But who cares, everybody likes to cheat others at the same time cheat themselves.

Petronm will make record profit coming result release. Its a good investment.

YES,
AGREE
IS DIFFERENT
HY EPS IS 311
PE 4
NEXT RESULT OUT
ALREADY SHOW EARNING POWER
VERY SUSTAINABLE
SO
HY WILL
RERATE PE TO 9
VERY BIG DIFFERENCE

Posted by Mohd Fahmi Bin Jaes > 2018-01-28 14:36 | Report Abuse

trade day only 3 days. most want to sell position

Posted by valuecollect > 2018-01-28 16:15 | Report Abuse

Opportunity to collect more

Posted by phankheefei > 2018-01-28 16:28 | Report Abuse

Why oil price rises, and market rise but petronm dropped

Posted by stockraider > 2018-01-28 16:38 | Report Abuse

TO UNDERSTAND WHY U MUST UNDERSTAND HISTORY OVER 25 YRS LOH...!!

ONCE UPON OF TIME.......!!



Posted by phankheefei > Jan 28, 2018 04:28 PM | Report Abuse

Why oil price rises, and market rise but petronm dropped

Posted by wantocin > 2018-01-28 16:42 | Report Abuse

qr 3rd of feb week,u can see petronm > rm 16,
believe or not depend on yours target.

Posted by sheldon > 2018-01-28 22:53 | Report Abuse

wantocin qr 3rd of feb week,u can see petronm > rm 16,
believe or not depend on yours target. ....

Ok - I'll put a down payment for that Bently Sport haha

Posted by sheldon > 2018-01-29 06:05 | Report Abuse

Another drop & I'll be there to catch a few!

Posted by valuecollect > 2018-01-29 08:51 | Report Abuse

All my rich uncles and aunties watching it

Posted by shen_en86 > 2018-01-29 09:53 | Report Abuse

Will drop to 11 again?

Posted by MayBee > 2018-01-29 09:58 | Report Abuse

Can drop to 11 but I will sapu all before you

Posted by Halite > 2018-01-29 10:07 | Report Abuse

a company which has a plan to improve earning is always better than the one that does not have any. do you want to invest in a company that has no growth?
do not worry about the funding , nobody will borrow money to burn , you won't do that, and the management also will not do that , they are not more stupid than you, if not Hengyuan would not have borrowed another 1.7B to upgrade their plant . your wild imagination only convey the message that you are not businessman or a copy cat or just follow blindly what other people said

Posted by Halite > 2018-01-29 10:10 | Report Abuse

people like hengyuan because they see there is earning growth
if there there is no more growth or limited growth, do you still want to put your money in Hengyuan

Posted by Halite > 2018-01-29 10:18 | Report Abuse

Price is not moved by FA alone , you need something to shout about to move the price
Game over if there is nothing to shout
It is more exciting to chase high and sell higher than to buy low and sell high later
so , it is a game who run the fastest

Posted by Halite > 2018-01-29 10:23 | Report Abuse

let it drops , then I will collect at 11 to lower my entry to 12
let it drops more , then I will collect at 10 to make it 11
if you have money in the pocket , then every big drop is a big opportunity to make big

I ONLY SCARE IT SLEEPS , THEN MY MONEY IS NOT WORKING FOR ME TO EARN MORE

Posted by ocpd > 2018-01-29 10:23 | Report Abuse

Hatite so sorry to see you lose your retirement fund.

Posted by ocpd > 2018-01-29 10:26 | Report Abuse

No company can borrow 4x their book value. So where do you think the majority of funding coming from? You guess right, it will be from your pockets.

Posted by ocpd > 2018-01-29 10:31 | Report Abuse

Cant wait to buy at the bottom after they complete their rights issues.

Posted by ocpd > 2018-01-29 10:33 | Report Abuse

Hatite, you need to reserve some money when they announce rights issue to follow thru otherwise your holdings will be diluted.