Harbour的eps已经到了顶。除了property之外,载油的行业已经完蛋。Bintulu是港口出名进出油,现在有价低,没有人要收油了。oil storage business完蛋。samalaju 的工程已经七七八八。transport of heavy machine and rental industry也会减少。加上上一年的六月quarter已经很好,没有进步空间。除非phase1 property这个quarter recognise, 没有的话不可能进步。你还叫人买?研究清楚了吗?
Joel. History tells us that Mr Market is rather irrational. Market is either end at the stage of euphoria or depression. It's very hard to maintain a balance. To make more money in the market, we don't have to follow herd mentality.
SAM dividend yield 7%, harbour dividend yield 1.08%. EPS harbour drop soon while SAM increase soon. SAM earning USD while harbour earning ringgit. Haha see which share better.
Joel, how is your favorite darling stock PMetal which you had bullist view since RM3.40 ? Now only RM1.83.. still holding ?? ( Joey posted this message on June 2 : 鋁價三天中第二次上漲 市場看好中國需求攀升! 一个字:买PRESS METAL), Now aluminium price dropped from USD1900 to below USD1600.. and no sign of bottoming yet.
So, if you want to make money in stock market, should you follow Joel ?
I was advised not to touch commodity shares. The global export growth is falling, as such the demand for commodities will also fall. Manufacturing companies will also be affected.
1. "Our huge aerospace order backlog stands at RM3.1 billion and it provides the thrust to grow our business to reach the RM 1 billion revenue." This is the order book for SAM, base on the annual report 2015! Main contributors is the CROSSOVER PROJECT! The Crossover project will continue to drive growth in thier aerospace business, which contribute to 80 % of SAM's Revenue.
2. Sound really like Tony Robbins! Do you know what is the motto of the company? "Our motto of “We are always above and not beneath, the top and not the bottom, the head and not the tail” is the stimulus for us to march ahead and stay ahead of the game in whatever we do. This is our “Driver”. Believing in it and making it happen. All things are possible to one who believes, as with Adidas “Impossible Is Nothing” and Nike “Just Do It”."
3. Increasing EPS especially recent quarters as boost by Stronger USD ( as for today 1 USD= RM 4.05 )
4. NTA RM 4.42. Float shares 0.69 % only. ( any increase in EPS or good news will propel the stock price to the sky! )
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....
yapie
301 posts
Posted by yapie > 2015-08-13 16:03 | Report Abuse
I buy yesterday I sell today...... gain some kacang putih money.....