it is 4.30am ... I slept early last night.

Bought a new book for weekend read.



Book : Value investing in Asia

Chapter 8 : Three simple valuation techniques to live by : P/B, P/E and DCF(to learn further)


Bintulu Port : This is one stock most retailers will not check ... but I do.

website : http://www.bintuluport.com.my/

Market Cap : RM2.3bil

P/B : 2.27 (too high)

PER : 19.25 (high)

NTA : 2.588 (low)

QR : 2.80 (good/ok)

trend : downtrending

call : AVOID.

while many stocks/sectors, we should not use PE for valuation purposes, we have to check on other matrices.

So ... by check on data and records, we filter out these good counters to be kept in our buying list, when crisis is here.


Westport (WPRTS)

Market Cap : RM11.6 bil

P/B : 5.55 (very high)

PER : 19.2 (high)

NTA : 0.6596 (very low)

QR : 1.34 (low)

trend : sideway

call : AVOID.

From the above, at first glance ... we will not be buying into both for investing, not at current valuations.

I have been accumulating many in my list ... tracking each of them as it is a matter of time, sales would be here and we want to know if we can buy into them, hugely.

Note : This is just my personal opinion ... not a buy/sell call.






10 - Qinhuangdao Port, China
9 - Tianjin, China
8 - Ningbo-Zhoushan, China
7 - Qingdao, China
6 - Busan, South Korea
5 - Rotterdam, Netherlands
4 - Guangzhau, China
3 - Hong Kong, Hong Kong
2 - Singapore, Singapore
1 - Shanghai, China

TEH