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  OTB Posted by chkhooju > Dec 15, 2019 9:21 AM | Report Abuse Now I get to know some horrible facts about qqq3. Thank you OTB. Dear chkhooju, Check my good records in I3 I never initiate any attack on any person in I3 I never tell any lie in I3 I talk with facts and figures to back up my claim I always behave very gentlemanly in I3. Thank you. 15/12/2019 2:53 PM gemfinder https://www.theedgemarkets.com/article/thong-guan-industries-may-rebound-further-says-rhb-retail-research 16/12/2019 11:15 AM Fabien "The Efficient Capital Allocater" Well, i do enjoy reading Ricky's blog though. It fulfills my "intellectual pursuit". 16/12/2019 4:47 PM  Connie555 Cant even give us 5 stocks....dont say 10 5 also cnt gv... so as the tin kosong choivo...ting ting tong tong....yawn.... ROC.... 16/12/2019 7:34 PM yfchong cool. 2019 4Q close with good results, by Feb Gap up again.. every body agree ?? 16/12/2019 8:29 PM Fabien "The Efficient Capital Allocater" annualised earnings around 37sen per share say PE 12x, implied value = RM4.44 + 0.31 (net cash) = RM4.75 next year 2020 earnings, say grow conservatively in line with GDP, you get around 39-40 sen EPS for comparison, their 3 year average earnings was 40.5sen i believe they will do better than 3 year average 16/12/2019 9:58 PM Fabien "The Efficient Capital Allocater" earnings growth will take care of ROE (if you really fixated on this metric alone) 16/12/2019 10:00 PM yfchong My assumption will be lower of 4Q EPs, 9.16 x 4 = ( 36.64 + alpha ) X forward earnings 12x = 439 + alpha... What is the weight of alpha next year... 16/12/2019 10:15 PM Fabien "The Efficient Capital Allocater" profit margin expansion = earnings + FCF growth = PE multiple expansion this is the trajectory we should be looking at 16/12/2019 10:16 PM yfchong Scientex....... gg.com..... Tguan another platform for show time with its courier bag business 17/12/2019 2:40 PM Up_down Share price is badly hit by lower profit margin reported by Scientex's plastic division. sigh... 17/12/2019 4:17 PM ivanlau over panic sell by stupid investors, the prospect is still good, nothing to worry. 17/12/2019 11:38 PM  YiStock I afraid many has missed the crucial point of investing in tguan. Resin price drop is the secondly important factor but it can be offset by cost pass through vs saving pass through. The most important key to note is the VOLUME (more tonnage sold / higher revenue even during lower resin price). Tguan's revenue jump 15% y-o-y and 12% q-o-q. This gives them better economy of scale. You do not see such jump in scientex plaatic division. Based on my LLDPE tracking, the price has collapsed further in Q4. We shall see how's the volume loading Q4. I'm sure the company continue to increase the production capacity for better demand from north america. Traditionally strong company like berry and APE foothold which asia company hard to penetrate. Everyone know US and china will be there. Trade diversion is a sure thing. 18/12/2019 8:53 AM yfchong Just waiting the qr to reflect on all the assumptions.. Happy investing merry Christmas to all fellows and happy new year 2020... 18/12/2019 10:12 AM Dangel This gem suitable for long term investment & I believe it shall challenge 5.00 next year! 18/12/2019 3:34 PM  Icon8888 https://klse.i3investor.com/blogs/PilosopoCapital/2019-12-22-story-h1481887654-_CHOIVO_CAPITAL_Something_is_weird_in_the_State_of_Serba_Dinamik_Holdin.jsp Dear Ricky Yeo, I am not against ROIC. But in my opinion, it is useful for identifying lousy companies that capex non stop for poor return. Choivo article above is a good case for ROIC analysis IMHO, ROIC is not suitable for analysing whether a stock deserves 10 or 15 times PER etc 23/12/2019 7:45 AM Highfive Bread Short term sell off because of ESOS. Some employees will cash in as they acquired the shares at only 2.26. 24/12/2019 12:10 PM michaelwong Likely will need another improving qr to push the price to the next level at RM4. Meantime look like the current hovering price have already factor in . Rotational movement at play couldn't bring the price to higher level . Just my opinions. 04/01/2020 9:43 AM michaelwong No power to move higher level. Rotational movement at play, nothing better 13/01/2020 2:13 PM sharegain something brewing. up trend again with high volume althought indices down 14/01/2020 2:47 PM Moderate Icon8888, i observe quite often valuations follow ROE, eg cos with higher ROEs get higher PEs. 15/01/2020 9:59 AM Moderate Typically, one that consistently has ROE of say 20% wud have a PE in the high teens, at least. 15/01/2020 10:00 AM  |
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