WahLau Share Forecast
(Forecast) BPPLAS (5100), SCIENTX (4731), SLP (7248), TGUAN (7034) Quarter Report PE and ROE
Just sharing for study propose. No call buy, Take your own risk in investment ><"
This time we check about flexible packaging materials or plastic product share.
The reason are:
1.) High USD to RM (good for export)
2.) Low Resin Price http://www.theplasticsexchange.com/Research/WeeklyReview.aspx
Let us see the campany I know here:
*Please let me know the campany I miss have here (if have)
Top 3 list base on they PE, ROE and DY performance.
(I just 100% base on those data, if you have any information for those company, welcome to add in comment)
Base on current USD to RM perfomance and resin price.
Let us "forecast" next quarter results (PE and ROE), if we consider next quarter EPS are 80%, 100% to 120% of last quarter EPS.
*We fix NTA and DY
Good PE, ROE and DY. Continue 5 quater YoY EPS growth.
High ROE.
High ROE.Continue 4 quater YoY EPS growth.
Good PE. If last quarter "Other income" not 1 off profit next PE will very good.
Pro
USD to RM may increase due to Malaysia interest rate down.
https://www.thestar.com.my/business/business-news/2019/03/07/bank-negara-may-lower-rate-in-july/
Con
Resin price increase due to crude oil price increase
Minimum wage
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Discussions
1 person likes this. Showing 2 of 2 comments
Mainly I just did a sample calculation and try use same formula to share they results. For those individual company you think good results. U can look details in other GURU analyze and comment your opinion here.
1.) I don't have any share of Tguan but have 1 of other (=.=..I fail to promote mine). Yesterday I think it is good results.So I checked quarter report and found last quarter have 6.88m (37.8%) of "other income" and already remarks. I don't know it 1 off/1 time adjustment or can continue. If 1 off last quarter EPS become 8.32 and PE = 8.81. That result still not bad.
2.) About share price. Many good fundamental company but share price so so. I think those share price already "OK" price, not much profit to goreng compare non fundamental share or "U turn" share.
Thanks riskabsorber share your opinion about Tguan.
2019-04-15 20:12
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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....
riskabsorber
Projection should not just consider based on past records. In analyze manufacturing counters, should based on the operating income exclude one time adjustment. Based on your analysis, I believe you are indirectly "promoting" Tguan. However, most of the investors are not stupid, the price has been depressing since 2017 til now and no improvement. Is like China dragon stock, you know they are fake money in the bank and hence the price cannot go up. During 2014~2016, Tguan posted 40sen EPS per year but still cannot go up, you may sense something is not right. The expansion plan is failing but no one is noticing it.
2019-04-15 08:44