Posted by Chrollo > 2014-01-03 17:53 | Report Abuse

Hi all, this group is created in order to discuss value stocks. Talk anything here! muahahha

42 people like this.

3,626 comment(s). Last comment by chinesetea 2018-03-12 08:11

chinesetea

1,390 posts

Posted by chinesetea > 2014-05-15 18:01 | Report Abuse

Asam, brahim will give us diabetes when its sugar business gain traction. Brahim back to my portfolio thanks to asam's reminder.

Anyway here's my rough analysis of MITRA

The reason I think Mitra is a good buy,

1. The landbank it owns only booked at 160.5m but can be worth 4 times more. About 450 acres of land and will last them for 4 years of development

2. The profit has rebounced/breakout. It used to do well in 2011 but not so well in 2012 and 2013. This is a way to get undervalue shares. The price is low because of reflection of previous earning. If you can forecast the earning and buy before the price is appreciated then you will bag the profit when it is fully valued. The current PE is also attractive in comparison to competitors. I assume there will be a surge in demand for property before GST kick in and when people get use to the cooling measure of government. The uncertainty in neighbour countries such as Thailand and Vietname will encourage investor to put more Money in Malaysia that is slightly more stable. Singapore is more stable but too expensive, so Malaysia is a safe heaven. Company that can deliver expensive property will able to sell to foreigners.

3. More contract secure such as from UEM Sunraise and PHB. The order book is strong at 1.2b and I espect profit will grow roughly 40-50% in 2014.

4. I like its portfolio that is very diversified. It has property development, manufacturing and trading, healtcare and etc. (Sample, Own 51% of Optimax, manage 152 acres of golf course, unclez will like this :-) , altought it is in South Africa).

5. Chart - Only for short term buyer -> it has broke out recently the triangle thingy :-) and stays above all moving averages. First it need to break 0.87 resistant and if that is broken, its next target will be RM1, 1.13 and RM1.3. Please note this is only my half baked, cinchai technical Analysis :-). 1792 more zun/accurate in chart. The price may retrace if it does not break the resistant and you may wait for next cycle up. So B/S at your own risk. I buy it because of its future prospect until FY15 and potential of 30-40% upside of today's closing price.

Siva68

1,858 posts

Posted by Siva68 > 2014-05-15 19:33 | Report Abuse

ctea, good news on Inari's quarter results with 0.02 dividend? Profit doubled Q vs Q. Normally, price would shoot up before announcement is made as insiders will know about it but today looks flat.

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-15 20:53 | Report Abuse

Asam bro, u also felt the pain leh? No water susah wooo. Worse than no electricity. Talking about that wonder if I can get OCK to install solar panel on my house. Self sustainable. Tanam sawi can eat green vege everyday. Hahaha. Btw I wonder what's uncleZ message on his latest posting. I like the looks of the breakfast spread yum yum! Invest in US market? it's mind blowing just one google counter equal more than half of whole KLSE cap. Wow.

Thank u Chinesetea bro on MITRA FA :-) South Africa. Play golf. Beautiful countryside. Awesome.

Here's wishing all bros n sis good health n may your value investing wealth Maximus Googolplex!!

tewnama

4,251 posts

Posted by tewnama > 2014-05-15 21:23 | Report Abuse

Saham googol begitu mahal. 526 dollar amerika sesaham. Siapa larat beli? Sini, 10 ringgit saham pun tak larat beli. Rasa rasa semut semut klse ada banyak beli 10 ringgit punya saham tak? Bayangkan kalau ada 10k saham googol pun sudah kaya raya. Tak perlu susah susah lagi tikam tikam saham bursa kita

Posted by Waterlily0 > 2014-05-15 23:27 | Report Abuse

Zoom, both google and ock are telecommunication related companies.... I think unclez is trying to tell us that ock will be the next success story @ Malaysia... Haha teka -teka aje....

Tewnama, tikam tikam ock pun cukup ... boleh kaya lol ......

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-16 00:13 | Report Abuse

Betul tewnama bro. Mungkin uncleZ tengah bagi isi tersirat sekali lagi.

Waterlilly0, u may be on to something with that guess. But to make things clear, google are more like end user consumer based solutions and products, while OCK is the other end of the spectrum i.e building the infrastructure that enables those solutions n products be delivered to consumers. Think how water (since we were affected by the painful water rationing, n yes I am bitter still) is delivered to our houses. Googol would produce the diamond/bacfree/ion/etc water filters n enhancers while OCK builds the essential hydroelectric dams, pipes, reservoirs needed for smooth flow of water. :-)

Who knows perhaps googol aspire to be a e2e player and take up the remaining 10% private placement of OCK? - hehe just my thoughts ya.

Huat Googolplex brews!

Posted by Waterlily0 > 2014-05-16 00:33 | Report Abuse

Hehe zoom.... how I wish it happens...... Hehe....past 12pm, your thinking cap is on ..... Hw wonderful if OCK can hire you to work for them .... Hehe .... Goodnite and dream of OCK okay ..... tomorrow up _up_up

Posted by Waterlily0 > 2014-05-16 00:36 | Report Abuse

Aiyah 12 am not pm..... I must zzzzzzzz

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-16 07:30 | Report Abuse

Wow. The view is amazing @100metres height :-)

Waterlily0, hope u had a good rest and dreamt a good dream :-)

Huat googolplex bros n sis!

chinesetea

1,390 posts

Posted by chinesetea > 2014-05-16 15:55 | Report Abuse

Semua diam diam makan tomato? Siva, wait for show when dj bounce. Inari need to behave before going to main board. I am wondering whether it need to do pp to comply with main baord rules.

asamlaksa

675 posts

Posted by asamlaksa > 2014-05-16 16:22 | Report Abuse

wahaha, chinesetea bro. Makan Heinz tomato. Inari always Heinz or tongkat-ali-less after sterling results announcement. Every quarter the same. BORSON.

By the way your mitra doing good job today. Congrats.

Itu lysaght maybe will main-main after yesterday's announcement. Fundamental not bad look at their public free float %.

Three penny stocks with Fundamental & good prospect: Smrt, Picorp & Ideal. Wait down 10% maybe can buy keep. But again I won't be responsible for any riot, water rationing or Ukraine crisis.

chinesetea

1,390 posts

Posted by chinesetea > 2014-05-16 16:40 | Report Abuse

waw, for a moment, I thought it is a typo (lysaght) and you meant lausai.

Wah, look at the chart like hot air baloon in the sky.

Thanks for the heads up. I will have a look for these stocks.

asamlaksa

675 posts

Posted by asamlaksa > 2014-05-16 17:04 | Report Abuse

Lol bro, I have no idea why they put Lysaght. Creative maybe.
If any shares "lysaght" after purchase don't take the receipt come and claim from me oh.

I think someone purposely push down the price for Dsonic despite the good purchasing momentum today. Presbhd and Lat recovering nicely.

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-16 17:04 | Report Abuse

**pant pant** - climb tower this morning penat woooo...

yahoo can buy some hacks with MITRA dt. Tq uncleTea. :-)

wow. SMRT flying away. PRESBHD seems to have a late minute equalizer scored :-)

chinesetea bro, hahahaha lausai. thank god mine is over :p

taikar GOOGOLplex HUaT AR !

matrix6050

1,265 posts

Posted by matrix6050 > 2014-05-18 00:05 | Report Abuse

another boost by uncleZ :)

tewnama

4,251 posts

Posted by tewnama > 2014-05-19 09:16 | Report Abuse

Pagi sekalian pagi unclez. harap hrap minggu ini ada banyak sawi makan

matrix6050

1,265 posts

Posted by matrix6050 > 2014-05-19 09:38 | Report Abuse

selamat pagi bro tewnama~! :)

Slnvestor

231 posts

Posted by Slnvestor > 2014-05-19 09:59 | Report Abuse

mornings everyone. Invest for long term is much more comforting and relax, don't you agree? Yes UncleZ, i agreed. :)

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-19 10:01 | Report Abuse

Morning everyone. Looks like sawi is in menu tis week :-)
Huatt googolplex everyone!

tewnama

4,251 posts

Posted by tewnama > 2014-05-19 10:02 | Report Abuse

betul Sinvestor, I jugak setuju

tewnama

4,251 posts

Posted by tewnama > 2014-05-19 10:03 | Report Abuse

lama tak dengar chrollo dah?

Dakewlest

1,758 posts

Posted by Dakewlest > 2014-05-19 10:05 | Report Abuse

Guys, can join in tak?

tewnama

4,251 posts

Posted by tewnama > 2014-05-19 10:09 | Report Abuse

sila kan

Dakewlest

1,758 posts

Posted by Dakewlest > 2014-05-19 10:12 | Report Abuse

Nak tanya,apa pendpat ttg saham boustead plantation?

tewnama

4,251 posts

Posted by tewnama > 2014-05-19 10:16 | Report Abuse

dengar khabar dari pakar pakar kata sykt perladangan kelapa sawit akan dinilai semula. itu pakar kata. kena buat pertimbangan sendiri

1n1792

428 posts

Posted by 1n1792 > 2014-05-19 15:39 | Report Abuse

Happiness to all MITRA holders.. Chinestea spot on again.

chinesetea

1,390 posts

Posted by chinesetea > 2014-05-19 16:03 | Report Abuse

Thanks but not all the time lah. After eating into nasi brahim, lausai a bit. Should have done my home work to check the fibo retracement 34% @ 2.01 . Need to drink hovid tea to cure it :-)

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-19 19:14 | Report Abuse

Yahoo :-). MITRA go go go !

Siva68

1,858 posts

Posted by Siva68 > 2014-05-19 20:50 | Report Abuse

zoom bro, miss out on Mitra. don no can still go in. ctea mentioned earlier about correction, don no got correction or not?

ctea bro, any input on Inari and MKH.

zoom and others keep an eye on PJdev, especially on warrant, if interested (last high 0.83).

Ock, manage to keep at 1.44, support level(previous high).

Pres, hope will be a good run, looking at 2.30 level, today someone mentioned at 2.40 in the blog.

ctea says drink hovid tea, cheers to all and a good day tomorrow.

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-20 09:28 | Report Abuse

Morning Siva bro.. Based on chinesetea bro analysis, mitra is moving to break 1 buck, so still got room to profit. Volume is strong, correction will come once it is overbought.... As usual pls remember buy sell at own risk bros n sis.
Thanks for the tip on PJDev bro. :-).
Yep looking forward to PRESBHD goose to fly ever more higher :-). Slow and steady, calm and composed rise. Sweet.

matrix6050

1,265 posts

Posted by matrix6050 > 2014-05-20 11:00 | Report Abuse

Thanks Asam bro on SMRT and Lysaght, kikiki~!

Slnvestor

231 posts

Posted by Slnvestor > 2014-05-20 11:55 | Report Abuse

Morning everyone. Look like a good week for Presbhd and OCK . :) .

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-20 12:20 | Report Abuse

wahh matrix bro huat ahhh :-)

Siva68

1,858 posts

Posted by Siva68 > 2014-05-20 21:40 | Report Abuse

zoom, tewnama bros, ini hari sawi tukar jadi tomato pulak. Hope Inari got surprise tomorrow after M.Board approval.

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-20 23:40 | Report Abuse

Siva bro, wahhh Inari Megatron (erm Amertron i mean) M.Board approval should rocket tomorow... lets see how it goes....

chinesetea

1,390 posts

Posted by chinesetea > 2014-05-21 07:06 | Report Abuse

Siva, inari already said wait for show.

Mkh need to wait for el nino
http://www.thewire.com/national/2014/05/el-nino-2014-refresher/371188/
If not happen then el pipo, call police, :-)
That affect all plantations stock and push up Palm oil price. Floatation story will appear again sometime after quarter result. This is biggest catalyst. Dir also strengthen, so the lost of force may be reduced.

Hope this helps. Hovid for long term so can drink anytime.

Wait for correction and watch out for U.S. treasury movement that affect stock price in dji and klci

Siva68

1,858 posts

Posted by Siva68 > 2014-05-21 14:39 | Report Abuse

ctea, thanks.

zoom bro, ini hari morning reverse show pulak, as ctea mentioned tunggu show.

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-21 17:59 | Report Abuse

Ya lag siva bro. Reverse show pulak. Tomato. Tapi ECo Ada kasi tunjuk sikit power. Closed +12sen :-)

zoomboom

2,168 posts

Posted by zoomboom > 2014-05-21 18:58 | Report Abuse

Tq uncleZ. With your post now it makes sense to me.

http://unclezmalaysia.blogspot.com/2014/05/making-sense-of-current-market.html?m=1

tewnama

4,251 posts

Posted by tewnama > 2014-05-21 19:29 | Report Abuse

Ya betul. Dlm keadaan pasaran saham sekarang, kata kata unclez memang tenang kan hati dan fikiran. I tambah ock hari ini.

asamlaksa

675 posts

Posted by asamlaksa > 2014-05-21 23:08 | Report Abuse

Tq. Kami memang patut relaks dan tenang macam beliau.

Tapi tew mana kita punya dua orang bro invest1818 dengan chrollo. Tak pernah komen sudah ??

invest1818

478 posts

Posted by invest1818 > 2014-05-21 23:23 | Report Abuse

I m still here bro assam haha.Not much to comment mostly tomatoes hehe just patient and wait.

tewnama

4,251 posts

Posted by tewnama > 2014-05-22 09:38 | Report Abuse

asam, betul. invest1818 sudah ! tapi chrollo masih bercuti

Joyous

368 posts

Posted by Joyous > 2014-05-22 14:21 | Report Abuse

Hello, is ecoworld going to annouce split share soon?

chinesetea

1,390 posts

Posted by chinesetea > 2014-05-22 16:17 | Report Abuse

Finally Vitrox that uncleT recommended reach above RM2. Don't ask whether you still can buy :-)

tewnama

4,251 posts

Posted by tewnama > 2014-05-22 16:18 | Report Abuse

chinatea, boleh beli lagi tak?

chinesetea

1,390 posts

Posted by chinesetea > 2014-05-22 16:30 | Report Abuse

tew, Vitrox quarter result out soon. So too late, never chase high.
If anyone want to buy something, coastal. The result will be out next week and good for long term

tewnama

4,251 posts

Posted by tewnama > 2014-05-22 16:37 | Report Abuse

ok bro

tewnama

4,251 posts

Posted by tewnama > 2014-05-22 17:02 | Report Abuse

presbhd, dsonic, hovid dan ecowld sawi hari ini. ok la

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