Things to consider....on the bursa, CIMB TP 4.32, TA. TP3.65; on your side T+3, T+4, T+7, unless your father in law is rich or you know a couple of "alongs" to move your cheese. Keep your sense of humour.
..hey all, after the recent downturn of the market I have created a watchlist of ACE counters which has potential to be played when the downside reverses, which can be expected very soon. I have posted the list on my new facebook page facebook.com/investorzoneklci
please like the page to receive regular updates on how the selected counters perform and any potential entry opportunities
re: Mizu, saw your facebook, like it, and most of the counters are quite good, but I'm different, preferring to focus only on a few... asked about krono... hope you can answer....
I know you are not an ordinary investor la... And I must say u are sifu in 诗at least...
U always made my day with poem... I enjoyed very much.. Must teach me about poem and we learn together stock investment... I also new in stock market....
Huat81.. Pls don't call me sifu... We learn learn together...so many expert in the thread...possible for me to diam diam learn? When needed I will disclose..... Hahahah... Better to learn from them first.. I dunwan act panlai ma.......
Mr musle.... Don't worry ... Tell Hevea investor that we will continue to award contracts to them.... Stay tuned ya.... We have stronger demand now... Hevea and Mieco we will take care....
really no idea for you leh...so sorry about that.... I need to evaluate only can tell..... mind to check with OTB or else? I haven check lagi.......... very paiseh lo....
muscle..... sensitive ques.................. so sorry ya.... I m not qualified and not in the best position to comment.....
If you can go to more NEUTRAL side at ChrissyConn next week then we can discuss more....... Over there I less kena hantam..... but in stock thread, must respect the protocol......
Thought there are lot of full time researcher like OTB, Rosmah(in VS) and others. Very good if you seek some advice from them........ weird, why you trust me??? I never comment something in VS and HEVEA so far.
Signature’s SOP/share estimate Assets ( RM'mil ) Signature's operations RM46m 2016 net profit at 14x construction sector P/E 644.0 Net debt (15.0) Investment properties 35.0 Net current asset 62.0 Sum Of Parts 726.0 Issued shares (mil) 120 SOP/share RM 6.05
Strong earnings visibility. Based on the strong correlation between historical housing supply data and current sales of kitchen systems, we make inferences that current incoming supply is a good determinant of future sales of kitchen systems.
Based on the latest housing data released by NAPIC, the incoming supply of residential properties grew 11.9% YoY in FY12, 12.4% in FY13 and 10.8% in 1H14, this would lead to strong sales of kitchen systems.
Believe some of the impact has already been felt in Signature’s FY14 and 1HFY15 earnings when revenue surged by whooping 47.9% and 86.5% YoY respectively. Management has guided that its current order book stood at RM160mn as at Apr-15.
This outstanding RM160mn would be converted to revenue and recognised in FY16 and FY17.
In the meantime, Signature’s tender book has hit a record high level of RM400mn, which can be used to replenish its order book, given the tender success rate of 50-60%.
Capacity to install 4,800 kitchen systems in 6 months. Signature has 30 sale and 60 technical staffs in project teams to handle different projects at the same time. To ensure swift progress, the company has an external team of 200 project installers to install and assemble kitchen systems. Assuming each installer takes 7 days to complete kitchen works for one residential unit, Signature has a capacity to complete 5,200 units of kitchen systems in 6-month period, which none of its competitors can cope with. This is a competitive advantage to Signature over its peers in bidding for kitchen projects.
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....
duitKWSPkita
26,756 posts
Posted by duitKWSPkita > 2015-05-15 09:10 | Report Abuse
ok liao...................don't chase liao