See my observations -- > Posted by tonylim > Aug 26, 2012 01:19 AM Observations only, I no longer hold any shares in Kfima. Just watching euphoria here
I think many of you focus too much on what price Kfima will be today, tomorrow, a week later etc, all of short term price target or price expectation. These are all speculations and speculative plays. Nobody will know for sure what price a stock will be in short term because there are just too many variables and uncertainties, in macro and political situations in local and world environment, human behaviour etc. One who wants to build up his wealth should look at the fundamentals of a company and invest in its stocks long term when the share price is way below its intrinsic value. Kfima, like what I and some of you have detailed, fit in these criteria nicely.
aunloke, some how, staff of Kfima always seems to block its uptrend. KC, I have given up Actually this counter you can do a program buy and sell.No euphoria at all.
How not to block, if they use the bank to finance the option ,they may have to sell as soon as the shares are listed. The only reason I hold on to this share is the expectation of the pending corporate move, if not the share would not suddenly become active these two months.
Fandi, this will be my last posting here. I am very sad to see this forum has beocme a place for speculator. Too many speculating here until a good stock like Kfima can be treated like a bad apple here. People just want tips, tips and tips and they have forget abot the real meaning of fundamental. When they like the stock, they will come out with their own interpretation and will twist the facts about the company. The worst still is they would throw all racist remarks here that I cannot tolerant.
Bro NZ, this forum need ppl like you who is hardworking to conduct research and share with all of us. Forget about those noises and unpleasant remarks. Remain focus. Your effort is much appreciated. Be a great person, a great person should be able to with stand all types of remarks. Bro CP Teh is a good example. Friend stays on.
bro NZ, what kl foong said is true. we need more people like you, and just filter out the bad noises and smoke. you have shared plenty with us and sincerely hope you will continue to share with like-minded people. those bad apples were intruders and imposters who have no reason to be around here. so persevere my friend, you have our fullest support.
Dear Najib, u have our support here, just ignore those unpleasant remarks. These are made to discourage good ppl like u who is unselfish to share yr findings. I noticed those who are good will attract all sorts of brickbats . Bro Chong, Mr Ooi , KC Loh are all targeted, please see through their evils n remain strong to continue yr good work.
I can't say I'm a speculator or an investor , I'm just a player enjoying this game. The fact that the speculators swam into the forum when the share discussed becomes active is inevitable, so just play along and enjoy the game.
NZ, I have learn a lot from your posting because you always present your facts very well and always ask people to buy before the stock has moved. I still hold on to Kfima stock and never sell any because I have done my homework after encouraged by your findings. Because I am able to buy a low p/e cash rich and low profile company because attracted by your argument here. As long as the net cash and Nta of this company keeps increasing consistently, I will keep this stock. Stay back Nz.
Don't worry KC LOH,Fandi, Najib And NZ we are all with you, don't worry now let us find a new stock to invest .I am looking at TGUAN earlier I had mention this counter and it is fundamentally strong, well manage and NTA is high and low PE.
bro NajibZ, stay strong and you will prevail over our detractors, and i use the word 'our' and not yours becos you are not alone in this, what affects you, affects us also. We need more people like you who have sincerely and generously shared their knowledge without reserve.
Bro, please stay here. I have made so much money from your call and more importantly I do not follow blindly and have learnt to do the homework before jump in any stock.
NT agree with you. Kfima uptrend is continue. I observe that Kfima NTA easily can increase by 0.10 per quarter. Even the planantion buiness has recorded reduced profit last quarter, the NTA has increased by 0.10 per quarter from 2.07 to 2.17 in the first quarter. If I were to annualise, the NTA should be increased to 2.57 by end of FY 2012/2013. Please do not forget that CPO is now tradng above 3,000 per tonne that means we should see improved profit in 2nd quarter of 2012. Cash wise, it should increase to RM280 million or cash per share 1.10 per share. That means after deducted RM1.10 cash per share at the current price 2.25 -1.10= 1.15, we are paying for the shares at 1.15 which is at p/E 4
Just like what EG said, we also do not want kacang putih profit.
I will start selling this stock once the earning visibility of Kfima is gone which I cannot see at this moment since the NTA and NET CASH in the beautiful uptrend.
Well, just sticking to game plan. Had a lot of shares, so a small profit can do for the moment before my remisier knocks on my door! JCY and KFima have been kind to me. Hope it will be too for you all! :)
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
KC Loh
13,701 posts
Posted by KC Loh > 2012-09-01 00:01 | Report Abuse
i think Monday can collect money since KFima already 2.20. Bernanke made positive vibes. ECB will probably follow suit too!
money, money, money.... LOL