Buy when everyone is fearful. Otherwise, you cannot get this cheap sale. The riot is temporary only !! Vietnamese government still need foreign investment, she has to do her job to protect investor's interest. Factory is burned, can claim insurance or not ? Sure can, any loss ? No loss at all. Thank you.
Somehow I find the price did not drop much from a high of around 3.20 (intra-day high) and most of the time this stock is trading at 3.01-3.10 level. That is only a drop of 30 sen, and please don't forget the stock has ran from 2.70+ to 3.00+ just 2, 3 weeks ago.
If I must attach the risk of burning a hole in my capital to catch this falling knife and taking into consideration the aforesaid, perhaps at 2.50-2.55 level may be worth the bet
A stock is breaking new high, the price will not drop a lot. The momentum to go up is still high. I like this stock because it is breaking new high. If not because of this riot, I have no chance to buy cheap. Thank you.
Personally I think there is a possibility to get it @ lower price, I am still waiting to accumulate more. It's a good counter, but I don't know when the riot will be over, in order to lower the risk I think something under 2.60 would be good to go.
Reading some of the comments, I think everyone's target entry price is around 1.00. If the share price really did reach 1.00, their target entry price will be 0.80. Eventually, they'll only enter if they get it for free/or get paid to enter.
when WB quoted so, he has done thorough fundamental analysis and risk assessment and found that the targeted company is very safe. Seeing the current uncertain situation in Vietnam, I have an opinion that this company does not fix the underlying criteria of the quote.
The prerequisite of adopting WB's famous investment rule is that one must know the target company at the very least. Case in point : Coca-cola. You don't need to really study thoroughly what is KO to invest in it at a beaten down price because of an unexpected external shock. Just like the Sino-Vietnamese spat now.
Do ur think china will give out oil drill project ??? definitely NO...only War to let vietnamese back to square....Fight with vietnam ...let them know....
dont think any investor will continua invest in vietnam...they will move out and no more new china company to invest since this oledi happen and answer is clear that vietnamese NOT WELCOME foreigner investment especially China.....
Vietnam serves as a gateway to exporting products to the members of Trans Pacific Partnership (TPP) and ASEAN countries. Those Taiwanese companies don't have much choices in order to enjoy such benefits. Furthermore, they would still able to enjoy low unskilled labor costs in the next few years. Riot is just a temporary setback.
Still more good news coming.. Many of the employees already back to clean the mess including Latitud.. Think can resume their production latest by next monday
What happened in Vietnam is a sign of righteous patriotism by the Vietnamese. We are not Vietnamese to feel how they felt about China towing a drilling platform in the disputed area
3)rm2.80时莊家大收货,因此更本不用担心.公司大把钱等收票,不会任价位下太多,最坏己过(rm2.71). 4)大部分的越南人还是理智的,要工作才有前途,一定可以很快正常化. 5)简单算,兩季己赚3357万,eps=34.5 sen . 5月底Q3(1,2,3的业绩)应有1500万,eps=15 sen Q1+Q2+Q3=4857万,eps=49.5 sen . a)现在价位Rm2.86 (pe=5.7),若合理的pe=7,价位=Rm3.46 b)Q4(因逢排华)取赚700万,EPS=7 SEN Q1+Q2+Q3+Q4=56.5 SEN .合理的PE=7 .价位=Rm3.95
1) Thank you for the good news came again, people here are a big issue, everything is restored them, do not believe will soon be a normal start. 2) next Monday to start down that way, the boss will start the envelopes sent to employees, in order to thank investors do not give leave when the storm chaos, there are also expressed appreciation shareholders (pulled up the price).
3) rm2.80 big time dealer receipt, so do not worry about more of the company a lot of money, such as ticket collector, not any lower price too, has had the worst (rm2.71). 4) Most of the Vietnamese still sensible to work have a future, we must be able to quickly normalize. 5) a simple calculation, autumn has earned 33.57 million, eps = 34.5 sen. 5 月底 Q3 (1,2,3 results) should be 15 million, eps = 15 sen Q1 + Q2 + Q3 = 4857 万, eps = 49.5 sen. a) is now priced Rm2.86 (pe = 5.7), if a reasonable pe = 7, price = Rm3.46 b) Q4 (because every row of China) to take earned 7,000,000, EPS = 7 SEN Q1 + Q2 + Q3 + Q4 = 56.5 SEN. Reasonable PE = 7. Price = Rm3.95
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....
pang72
51,622 posts
Posted by pang72 > 2014-05-15 21:13 | Report Abuse
yes....apprentice..lucky ...i got the flight to come back Dream Land malaysia...