Posted by KC Loh > 2012-11-19 20:00 | Report Abuse

Again, it boils down to liberalization. Market is fearful of the unknown and what foreign competitions might come in. Good blue chip stocks like Maxis etc too are also swept aside in fear.

MCMC is consolidating the telco players but I see Digi as well prepared.

Anyway, I just wait for Mr singh's facts lor. I have stated mine! :)

http://klse.i3investor.com/blogs/kltrader/20702.jsp

Posted by DaveSingh > 2012-11-19 21:00 | Report Abuse

agree with your facts... but again the downturn in telcos has little to do with their earnings...market is controlled by many factors.. most of them irrational..only time will tell who is right and wrong but so far I AM TOTALLY RIGHT

Posted by DaveSingh > 2012-11-19 21:01 | Report Abuse

i expect a rebound in market tomorrow or day after... but use that as an opportunity to sell

Posted by minitrader > 2012-11-19 21:06 | Report Abuse

For our friends to ponder...I have picked 2 research reports for reference.

Digi PER valuations using estimates from ECM Libra & Alliance Research

ECM Libra (25 June 12)
FYE 31 Dec FY11 FY12F FY13F FY14F FY15F
EPS (sen) 16.3 16.8 22.1 24.2 26.3
PER (x)@RM3.00 18.4 17.8 13.6 12.4 11.4
PER (x)@RM4.00 24.5 23.8 18.1 16.5 15.2
PER (x)@RM4.79 29.4 28.5 21.7 19.8 18.2

Alliance Research (13 June 12)
FYE 31 Dec FY11 FY12F FY13F FY14F
EPS (sen) 16.1 16.6 23.2 23.7
PER (x)@RM3.00 18.6 18.1 12.9 12.7
PER (x)@RM4.00 24.8 24.1 17.2 16.9
PER (x@RM4.79 29.7 28.9 20.6 20.2

The above are PER valuations using estimates after release of the 2QFY12 financial results. Giving RM3.00, RM4.00 and lastest closing price of Digi, which price is more reasonal for Digi to fall? RM3.00 or RM4.00? RM3.00 is awfully too low!!! Investors would be buying into FY13 earnings as FY12 is already coming to an end. So, my dear friends, would you buy when Digi falls to 4.00 or wait till it falls further to 3.00? Even 3.50 is more reasonable than 3.00.

Dear DaveSingh, this not personal. This is something our friends should know instead of blindly putting your desired figure of 3.00. 3.00 is of course a screaming buy, but would it ever reach 3.00?

Posted by KC Loh > 2012-11-19 21:08 | Report Abuse

so list out your factors and lets compare notes. That would be the most gentlemanly thing to do (and most of my singh phrens are gentlemen) Since you are totally right, i think you should not be, in your own words, "lack of confidence" in yourself since you claimed it is to the benefit of others you are considering (07:37 PM post) when you are talking to us short-term memory fellas. So far i can only see you shouting sell & sell for the past few days!

incidently, its hard to be not personal like you when you call everyone short-term when you have so far stated nothing! you dont have to agree with this fact if you dont wish to! :)

most of the kaki lima peddlars also claim they are totally right and the doctors wrong in my personal experience :)

Posted by DaveSingh > 2012-11-19 21:19 | Report Abuse

gosh... so much cerita ah you guys... i said market going down 3 weeks ago.. since its peak la.. that is enough of my capabilities.. you read all the notes i had written down then ok.. i am not paid for this.. just sharing my thoughts.. read my old write-ups.. and tell me.. if i am right.. considering your facts never changed since then...so you guys were wrong.. simple...now make your next predictions and lets see.. all is recorded in writing here.. no long term crap ok ...long term everyone and anyone makes money.. i bought digi in 2005.. so please la ok .... i just dont hold any now... but i will buy back later...

Posted by DaveSingh > 2012-11-19 21:23 | Report Abuse

i am not talking to anyone from DIGI anymore.. you are not my phrens...

Posted by DaveSingh > 2012-11-19 21:25 | Report Abuse

not my phrens..

Posted by KC Loh > 2012-11-19 21:36 | Report Abuse

Hahaha...3 weeks when market high at 5.50, I sell also. Pity now that you are avoiding the issue. Maybe the lack of confidence is shining through.

Now your claim is nobody will buy anymore. Are you sure? This one has nothing to do with 3 weeks ago. Where is the factor you said nobody will buy when the report states telenor wants to increase its stake since a year ago? I have given a report and the very least is you should reciprocate before you shout further. Yes you are not paid to tell us anything, but that just leaves the idea your shouting is without substance!

But I won't take you to task anymore la since your tenet from the beginning that market is efficient. Millions of people investing, with their own risk adversity, and suddenly you come forward and state market is efficient. Of course you are TOTALLY RIGHT! But market should be at one price only then right? Your postings in gasmsia and Kfima sees you utilizing FA,when its basic tenet is market inefficiency. If market is efficient, and everyone is of one mind, what is the actual price of gas and kfima?

Posted by minitrader > 2012-11-19 21:38 | Report Abuse

hahaha...angry with me meh? relax la...

Posted by KC Loh > 2012-11-19 21:39 | Report Abuse

Posted by DaveSingh > Nov 19, 2012 09:23 PM | Report Abuse

i am not talking to anyone from DIGI anymore.. you are not my phrens...

Aisey, dont la so personal! We are neither your bros or friends in the first place! You got short term memory or what?

Posted by minitrader > 2012-11-19 21:40 | Report Abuse

Singh singh...u should sing us a song la...

Posted by tonylim > 2012-11-19 21:42 | Report Abuse

LOL amusing.
Singh has been doing the Sikh dance of late, SELL SELL SELL BUY BUY BUY

Posted by minitrader > 2012-11-19 21:45 | Report Abuse

laughing...lol

Posted by KC Loh > 2012-11-19 21:57 | Report Abuse

Posted by DaveSingh > Nov 19, 2012 09:00 PM | Report Abuse
agree with your facts... but again the downturn in telcos has little to do with their earnings...market is controlled by many factors.. most of them irrational..

Peddlars always changes their tune fast just to close a sale. Is this efficient market or not from your very own posting?

Kfima must be also bad like Digi, Singh! They also drop from 2.40+ to present 1.88. What happened ? Its a fantastic stock but too much bad sardines suddenly? Its called irrational when market is dominated by speculators with greed and fear to guide them! Nothing more!

Posted by DaveSingh > 2012-11-19 22:21 | Report Abuse

hehe... gosh@KCloh... i said buy KFIMA at what price... not rm2.4 la...KFIMA is an excellent share... that is why i said buy

Posted by DaveSingh > 2012-11-19 22:23 | Report Abuse

my facts and predictions get to your guys right.. making you change your beliefs.. right.. i have the tendency to do that...

Posted by DaveSingh > 2012-11-19 22:24 | Report Abuse

KCloh stop writing so much OK.. this is not your faders site...thanks..

Posted by DaveSingh > 2012-11-19 22:26 | Report Abuse

its simple.. i am right and you guys are wrong.. simple...read up my write ups la...

Posted by KC Loh > 2012-11-19 22:28 | Report Abuse

Hahaha emotional! Learn to spell properly la Singh. Your shouting here without substance, also not your grandfather's forum!

I thought you not talking to us anymore? So indecisive ar?

Posted by DaveSingh > 2012-11-19 22:29 | Report Abuse

i am right and you guys wrong..that is all...too many wrong guys and only one right guy leads to this kind of conversation..

Posted by DaveSingh > 2012-11-19 22:32 | Report Abuse

hehehe@KCloh.. simple.. i am right and you all wrong.. proven..

Posted by DaveSingh > 2012-11-19 22:33 | Report Abuse

market is not about stories la.. its about buy call or sell call.. and i am right... and you are wrong.. hard to accept..it happens..

Posted by tonylim > 2012-11-19 22:34 | Report Abuse

Walau eh, different Singh.
Tommy, uh HUAT I BOH HUAT

Posted by minitrader > 2012-11-19 22:34 | Report Abuse

Compared to the telcos, KFIMA fell 25% from from its high of 2.50 on 7 Aug whereas TM only dropped 16% (Axiata -15%) from its recent peak. Those who bought KFIMA after 7 Aug must have lost their pants now...could it be DaveSingh?..the counter dropped like shit!!!

Posted by super911 > 2012-11-19 22:35 | Report Abuse

Mr Singh, better to keep your mouth closed and be thought a fool than to open it and remove all doubt.

Posted by DaveSingh > 2012-11-19 22:35 | Report Abuse

being out numbered by the singh haters here... hehehe..you funny little people...

Posted by KC Loh > 2012-11-19 22:37 | Report Abuse

King sardine is not even owned by kfima as pointed out to you by gark! Hahaha you are totally right!

Posted by tonylim > 2012-11-19 22:42 | Report Abuse

Now we are into sardines and sardine cans, Franko are you there?
Seriously Singh, whats a good entry price for KFIMA? RM1.80?

Posted by KC Loh > 2012-11-19 22:42 | Report Abuse

Hahaha now having siege mentality! Earlier I thought you were the one that proposed everyone were wrong and you only godlike! No?

Posted by minitrader > 2012-11-19 22:43 | Report Abuse

KFIMA may has reached its bottom as it's been moving sideways for the last 5 trading days...holding at 1.88 for the past 3 days.

Posted by DaveSingh > 2012-11-19 22:43 | Report Abuse

i know@KCloh... like i said it about perception..read up.. its simple..you people are wrong... that is the point.. and you outnumber me..read your write ups.. so nice to see you all wrong and i am right..

Posted by DaveSingh > 2012-11-19 22:48 | Report Abuse

KCLoh@ you were especially wrong with your calls.. sorry to say..it must eat you from the inside.. right..from the way you talk i can tell...

Posted by tonylim > 2012-11-19 22:50 | Report Abuse

Minitrader, some years ago it hit a high of RM2.20 and it retraced to something like RM1.40 - 50 for about 18 months period with no interest at all in terms of volume traded. Mana boleh tahan.

Check the charts for some fine tuning of the numbers.

Am not sure RM1.88 is the pit.

Maybe Dave singh can tell us since he is always right

Posted by DaveSingh > 2012-11-19 22:50 | Report Abuse

that is the share market.. people at times get it wrong.. and its hard to accept..dont take the markets personally..and if ones does..one will not make any money

Posted by KC Loh > 2012-11-19 22:51 | Report Abuse

Hahaha OK la Singh. You continue being pasar malam shouting with the rest here! I am sure there are some who are willing to listen to you still about your godlike power. But don't forget to reply moven00 in the other thread OK? He is also claiming the same thing,that you are so far hot air only! LoL

Posted by tonylim > 2012-11-19 22:51 | Report Abuse

Mini, and at RM1.88 what is the PE now?

Posted by DaveSingh > 2012-11-19 22:52 | Report Abuse

yes i am indeed@tonylim... buy it on the way down.. many special things to come its way...i started buying at 1.92...

Posted by KC Loh > 2012-11-19 22:53 | Report Abuse

Your godlike power extends to reading my post eh? Eating me inside? Hahahaha

Posted by DaveSingh > 2012-11-19 22:54 | Report Abuse

hehe@KCloh i can tell..you are eating yourself from the inside cause you are wrong..with almost all your calls...you try to confuse people here with big words..this is an investment site.. not an english class la..

Posted by tonylim > 2012-11-19 22:55 | Report Abuse

Hmmnn

Posted by DaveSingh > 2012-11-19 22:55 | Report Abuse

anyway little people.. state your facts so we all can learn.. i am open to learning.. even if i am right always..i am open to your thoughts..maybe i can learn something or two.. cause the world is dynamic and i am young..

Posted by KC Loh > 2012-11-19 22:56 | Report Abuse

Singh, please read up, I bought majority of my Digi stake at 4.10. Its really eating me up! Hahahahahahaha

Posted by DaveSingh > 2012-11-19 22:57 | Report Abuse

sell call on GAB and carlsberg.. both were right.. also i said GAB can last a bit longer cause of dividend.. please read up la..and look at the dates and share price at that date

Posted by DaveSingh > 2012-11-19 22:58 | Report Abuse

KCloh@ all those i know got digi in 2005 and never sold... what are taking about rm4.10..????

Posted by KC Loh > 2012-11-19 22:58 | Report Abuse

Yeah I am confusing people always. Guilty as charged. But dunno why some do come back and thank me? Maybe you can tell me where did I go wrong? LoL

Posted by minitrader > 2012-11-19 23:00 | Report Abuse

US and European mkts turning green...hopefully our mkt will take cue from them...

Posted by KC Loh > 2012-11-19 23:01 | Report Abuse

You are not following the logic of the conversation. You said its eating me up implying I made a loss, when I state I bought it at 4.10. Please stick to the subject matter! Don't confuse people with your pasar malam rhetorics

Posted by DaveSingh > 2012-11-19 23:01 | Report Abuse

good on you KCloh..i am glad for you..tell us your calls. i am open to new ideas..

Posted by DaveSingh > 2012-11-19 23:02 | Report Abuse

OK KCloh.. you sound old..i cant argue with you..you are old..but tell us more what you think.. we are young here and open to thoughts.