I will continue to HOLD GTT. My combine margin for my Technology Stocks is 60%. This gives me the flexibility to take more risk if needed.
GTT to me is profitable. Against local players, the most comparable custom automation equipment player with high customer concentration risk would be Pentamaster Corporation; up to ~50-60% of Pentamaster’s revenue comes from a single Austrian-based sensor company which is mostly exposed to the smartphone segment. Trading at 16.3x CY19 P/E for 27% FY18-20 earnings CAGR based on consensus projection, Pentamaster is rated BUY with an average TP of MYR5.12 by two brokers based on a P/E pegs of 20.2x/17.7x CY19/CY20.
GTT is still undervalue...I'm not in a hurry to cash in. Anything less than RM 1.50 is peanuts..
Wow! Mabel,you are really a big fish......Anything less than RM 1.50 is peanuts.So I'm still keeping until next QR.How to sell her when you can see another 50% upside?Ms Mabel,since you are good in stock pick, can you study this laggard property stock,Dps .I have been keeping this useless share for more than 5 years but at 0.065 sen, it is very undervalue. Dps is beginning to report small profit.It is definitely better than Talam. Talam's landbank in Bukit Sentosa n Bukit Beruntung still need years to come up.I grew up there so is very familiar with towns in Hulu Selangor. The pace of developments there are very slow even when comparing to Kuala Selangor,another laggard district.
Yes kk7198, anything below than RM 1.50 is peanuts for GTT. Please see the valuation for GTT’s competitors and the potential upside that I shared earlier. Indeed, I do believe it’s wise to wait until next quarter as you need to give time for the company to perform and grow...it’s all sheers hard works as there’s no magic involve...
I bought TalamT because of the ECRL theme that Calvin was promoting before PH Goverment changed the Main Terminal from Gombak to Putra Jaya. In addition to TalamT, I also bought 8 other companies that will benefit from the ECRL and potential HSR Project. I was excited on these projects because it has a good spin off effect on the economy and the companies along these routes. TalamT was deemed perfect at that time in addition to their hugh landbank. Now only left 8 companies after I decided to let go Lafarge when they registered another consecutive loss and further delay of the ECRL Project. I sold Lafarge at a very good price. I used this profits to buy GTT.
Just like DPS, TalamT registered its first profit after many years. The last profit was in 2016. Since I have bought it, I decided to keep it. I only know it's making good progress after reading your post. I plan to hold these shares until at the end of this year to see what happen. I bought it at a very low price. Hence holding it is not an issues since I’m not loosing money.
The only major different I see between DPS and TalamT is that DPS Directors are selling off their holding while TalamT Directors are collecting TalamT shares. If you look at the Technical and Fundamental analysis of DPS you can conclude that DPS is Bearish and Fundamental rating is very low.
My advice is to hold it to the next quarter and look for another profitable result and upwards trends. Like I said earlier, you need to give time for the company to perform and grow...sheers hard works
Miss Mabel, I have decided to buy Knm for the second time.I sold off below 0.20 sen because know too much of the company.Now is different cos of Borsig. You can goggle n see how big is it. Dps just put into freezer to prolong rotting.Little wonder some of the forumers say Mabel Research House is one of the best in town.
Thank you Mabel for your recommendation.I will consider Armada....having no knowledge of this conpany.O&G companies normally go bust during bad times so I like to put money into glove counters.Malaysia is world no;1 in gloves n their earnings are quite consistent.knm may be a darling to you but I doubt the big boss has endless orgasm.Life is too sressful to him.Now he is seeing rainbow again n otw to be a billioair.Who knows what price Knm is going to hit, can touch historical high of RM8?
Let's hope there will be some profit taking soon. I just put another queue this morning on KNM..Looking the movement today KNM will be touching 0.40 soon.
As for your question, I'm looking at RM 3.00 as my next TP which I think is possible. All you need is the HOLDING power to get there..
Please to see that Armada regain it’s position despite profit taking from the weak holder. Please to see our Pang72 has join us in the Armada. Armada may overtake KNM when the Q2 Report is out...
Talking about eggs. Not every hen lay eggs. Not every hen that lays eggs gets them hatched. However this GTT hens does. After observing few IPO such as Istones, Mestron etc, this hen deserve a pat on the back.
She continues to amaze me..
Time for bench marking
KNM PE is 12.71 which below the Malaysian Average PE16.5. KNM has climbed 5000% this month.
GTT PE is 10.69 . This clearly show GTT is very much under value with potential to grow even further. It's great to be part of this technology shift..
World’s largest solar project, with power enough for 90,000 people, switched on in Abu Dhabi
I'm still standing yeah yeah yeah I'm still standing yeah yeah yeah
Don't you know I'm still standing better than I ever did Looking like a true survivor, feeling like a little kid I'm still standing after all this time Picking up the pieces of my life without you on my mind
I'm still standing yeah yeah yeah I'm still standing yeah yeah yeah
I'm still standing yeah yeah yeah I'm still standing yeah yeah yeah
Ms Mabel, after deep study n reading all the sardin81 postings, I started to invest in Knm.I missed out the earlier rally thinking it is a rotten company n threw away below 0.20 sen.These few days bought back n yesterday managed to get 0.335 sen.Knm n Greatec surely will go far .sardin81 gives tp RM3.00, for me RM1.00 is more than enough.Have a great weekend!
Likewise, I also accumulated on Thursday. Mine was matched at 0 38 early in the morning based on my queue price last week. Didn't had time to revised my new bids price as I was was on the Golf course that morning.
Anyway I'm still happy that I managed to add more..
Now Selangor river supplying water to household are polluted. Serious problem now, cos people got no place to throw garbage... river will be their target. Looks like WTE will come earlier than expected.. This is where one of the division under KNM can play a major role..
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Posted by kk7198 > 2019-07-15 07:50 | Report Abuse
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