Posted by Steve Jub > 2013-07-25 10:10 | Report Abuse

wa powerlinker so high target ah? power la u hehe

Posted by rocketjet > 2013-07-25 10:12 | Report Abuse

I bought 2 days ago at 1.08. Queue at 1.12, tot kena, but went down. Hope by afternoon clear.

Posted by Steve Jub > 2013-07-25 10:16 | Report Abuse

rocket, so short holding 3 days?

Posted by rchi > 2013-07-25 10:16 | Report Abuse

this counter has a long way to go up lah,guys.Currently cheapest O&G by pe,only 10.If can reach pe 15 target is 1.65.But you have to have patience and hold on.

Posted by winwin > 2013-07-25 10:18 | Report Abuse

please drop bit again...q now.

Posted by Steve Jub > 2013-07-25 10:18 | Report Abuse

ya lo if can hold for long term, should be good, seeing every quarter also got dividend like reit

Posted by rocketjet > 2013-07-25 10:19 | Report Abuse

My plan was to let go 1st and collect lower. I touched 1.12 but all the way down. So, now try again. If not have to hold longer..

Posted by powerlinkers > 2013-07-25 10:22 | Report Abuse

No lar Steve, it depends,I belief fear and greed are the most important things in moving stocks, which has profited me all along, I'm keeping this stock medium term, try 1.12, could clear I guess for today. . ..Opinion of a Small fish...

Posted by Steve Jub > 2013-07-25 10:28 | Report Abuse

medium term is like 6 months like that?

Posted by papaya > 2013-07-25 10:29 | Report Abuse

now quite.....wait and see....

Posted by powerlinkers > 2013-07-25 10:29 | Report Abuse

no lar.. until next month or early october...

Posted by Steve Jub > 2013-07-25 10:30 | Report Abuse

i see, okay.

Posted by rchi > 2013-07-25 10:31 | Report Abuse

medium term is 1 to 3 yrs.but since we are in an environment of US tapering of QE,it is better to play short term of 1 to 3 months.

Posted by powerlinkers > 2013-07-25 10:32 | Report Abuse

thanks rchi... i don't know the definitions, so I'll be in short term...1-2 months

Posted by rchi > 2013-07-25 10:34 | Report Abuse

ok powerlinkers,no worries.ya,while we have an eye for profits,we also have to minimize our risk.

Posted by rchi > 2013-07-25 10:37 | Report Abuse

After all,the worldwide stock market rallies is due to US QE,and now they are hinting of putting their foot on the brake pedal,we have to be more cautious.

Posted by powerlinkers > 2013-07-25 10:45 | Report Abuse

actually its good rchi if they taper down QE, if not, total collapse of US dollar would become reality in our time in a few years...

Posted by usry > 2013-07-25 10:49 | Report Abuse

tomorrow another ESOS will list on BSKL.. if our market in a stable mode- than it will give a positive impact to Pantech share price..

Posted by rchi > 2013-07-25 10:49 | Report Abuse

they have too,the Fed balance sheet is becoming too stretch.but the problem is the extra money from QE going into stocks will dwindle,so again,caution.

Posted by papaya > 2013-07-25 10:52 | Report Abuse

tomorrow p/holiday.....is it?

Posted by Steve Jub > 2013-07-25 10:52 | Report Abuse

ya , always don't sai lang hehe, i m still under invest, 66% cash...

Posted by powerlinkers > 2013-07-25 10:54 | Report Abuse

papaya : only state holiday :Kelantan, Pahang, Perak, Perlis, Penang, Selangor & Terengganu

Posted by Steve Jub > 2013-07-25 11:13 | Report Abuse

seem like it is following klci way

Posted by ktsk88 > 2013-07-25 11:14 | Report Abuse

so tomorrow got share market?

Posted by slts > 2013-07-25 11:18 | Report Abuse

hai ya
dont buy now
save your bullets for cheaper entry later
dividends in sep & oct
this period mkt always kaput one
best time to buy cheap cheap for the dividends

Posted by usry > 2013-07-25 11:18 | Report Abuse

yup.. tomorrow market will resume as ususal. KL no public holiday for Nuzul Quran.

Posted by kmohan62 > 2013-07-25 11:28 | Report Abuse

Will someone please sell Pantech...I want to acculmulate as much as I can...currently the only stock i am holding...not enough...paying dividend constantly...dividend yield better than fixed deposit..well managed and transparent...holds good future... i feel this is another Coastal Contract in the making..most likely institutional investors will start accumulating once other O & G counters are fully valued..i only see one thing...price going north in the mid to long term...not for speculators,please!

Posted by Steve Jub > 2013-07-25 11:28 | Report Abuse

alamak 1.08 back

Posted by usry > 2013-07-25 11:35 | Report Abuse

sorry.. i will hold until it reach my target..

Posted by minitrader > 2013-07-25 11:40 | Report Abuse

Pantech is taking a breather...no doubt about it

Posted by minitrader > 2013-07-25 11:47 | Report Abuse

usry, what's your target?

Posted by tanker88 > 2013-07-25 11:47 | Report Abuse

Will shoot up again soon.... tp 1.43

Posted by minitrader > 2013-07-25 11:47 | Report Abuse

Bottom fishing...

Posted by BBB79 > 2013-07-25 11:49 | Report Abuse

up down up down is normal, give change for people buy and sell...

Posted by usry > 2013-07-25 11:55 | Report Abuse

my target is RM1.20 within 1 month (however it depend on KLSE performance and external environment).

2) From their report there is an increment of profit by 10%. so it not This is shows that Pantech has a good fundamental. If they not good the reprt will come out same as KNM and other "low Ya' company.
Further more Pantech declared 1.2 cents divident- so it should be a good company. and no excuse for me to throw this share although the price keep dropping unless there is 'Tsunami' in KLSE..

Posted by BBB79 > 2013-07-25 11:59 | Report Abuse

worth to keep the stock with dividend give out...compare alam and hibiscus...

Posted by usry > 2013-07-25 12:01 | Report Abuse

Alam also good company.. i always make money with this stock.
Hibiscus..? i no comment. never buy it and not study it price and company.

Posted by BBB79 > 2013-07-25 12:06 | Report Abuse

make money and worth to keep is difference, alam quarter report declare dividend but didn't see any annocement...
if share price drop then wait for nothing...
if the share got give out dividend then is ok better than wait nothing...

is just my opinion , no offence...

Posted by tanker88 > 2013-07-25 12:09 | Report Abuse

Collect on share price weakness

Posted by ykinvestor > 2013-07-25 12:10 | Report Abuse

http://www.theedgemalaysia.com/business-news/247614-rhb-petronas-capex-to-drive-pantech-trading-income.html

Posted by BBB79 > 2013-07-25 12:13 | Report Abuse

all the master playing happily...sure earn alot...

Posted by kcchongnz > 2013-07-25 12:20 | Report Abuse

Nobody seems to agree with me that Pantech is already fully valued.

[Posted by kcchongnz > May 13, 2013 01:26 PM | Report Abuse X
Pantech share price has an excellent run. It ran up from about 70 sen at the beginning of the year to about RM1 now, for a gain of more than 40%, in just 4 months. I hold Pantech for a long time already and happy with the return from it. I am still holding some. But is Pantech fully valued now?
I opine so. Even if I take an assumption that it will grow at 15% for the next 5 years and 3% subsequently, which in my opinion is a fantastic feat, and a required return of 12%, Pantech at 1.00 is almost fully valued already.]

In discount cash flow analysis to find the intrinsic value of a company is very subjective, in particular, one has to input a growth assumption. A slight difference in this assumption yields a very different intrinsic value. But if you use the DCFA in a reverse way, ie, try various growth rate assumption as input and see what assumption yields an intrinsic value exactly equal to the market value, then you can see what the market is expecting its growth rate. Then you can gauge whether this expectation is realistic or not.

Posted by Derick Lai > 2013-07-25 12:27 | Report Abuse

http://klse.i3investor.com/servlets/stk/pt/5125.jsp

Posted by Steve Jub > 2013-07-25 12:27 | Report Abuse

kcchong, don't the intrinsic value keep 'upgrading' if growth is still there?

Posted by iafx > 2013-07-25 12:31 | Report Abuse

http://www.theedgemalaysia.com/business-news/247614-rhb-petronas-capex-to-drive-pantech-trading-income.html

Posted by BBB79 > 2013-07-25 12:31 | Report Abuse

kcchongnz , people willing to buy and willing to sale, then the transaction is done, who will think of value or not...

Posted by kcchongnz > 2013-07-25 12:47 | Report Abuse

Yeah, yeah, yeah, it is better to refer to what the magazines and what the analyst says. But let see what the analyst says about say MK Land, what is the target price by Public Bank 6 months ago? 80 sen. so when is MK land reaching 80 sen? Half a year gone already.

Now The edge report. Plenty of them of various target prices, show me how many achieve the target prices, how many didn't. What is the percentage of target prices achieved?

No, no, no, I am not saying I am right. I cannot be more right than analysts, no way. I am just offering a different opinion, basing on some analysis, not simple say anything. Isn't that good to have a different opinion before putting in your hard earned money?

For the one who always simply append the link without saying a word, this time is the Edge magazine, I am always ready for you in the following thread to discuss anything about finance and investment:

http://klse.i3investor.com/servlets/forum/900218979.jsp

Posted by kcchongnz > 2013-07-25 12:51 | Report Abuse

Posted by Steve Jub > Jul 25, 2013 12:27 PM | Report Abuse
kcchong, don't the intrinsic value keep 'upgrading' if growth is still there?

When you estimate the intrinsic value, you have already incorporate an assumption of growth rate in it. Unless the company's growth rate increases higher than the assumption, intrinsic value won't be higher.

The growth rate assumption I used for Pantech is already high at 15% for the next 5 years.

Posted by BBB79 > 2013-07-25 12:52 | Report Abuse

kcchongnz, seem like expert and knowledgeable on the trading, so what share you recommed?

Posted by kcchongnz > 2013-07-25 12:54 | Report Abuse

Posted by BBB79 > Jul 25, 2013 12:31 PM | Report Abuse
kcchongnz , people willing to buy and willing to sale, then the transaction is done, who will think of value or not...

BBB79, you are absolutely right. Trading is different from investing. Trading involves actions of traders who determine the short-term share prices, and not the intrinsic value of a company. the value of a company is determined by its business.

Yes, traders can make a lot of money if you are good, and more important, if you are lucky. No argument about it.