value_investor
Publish date: Thu, 12 Apr 2012, 08:46 AM
value_investor
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Collection of KLSE.8k articles from a famous chinese forum in Malaysia.
He was a very dedicated investment guru who contributed his knowledge to the public.
I plan to share those old articles from my local archive to this community and hope everyone can enjoy and benefit from it.
More References: a post from another i3 member - http://klse.i3investor.com/blogs/kianweiaritcles/11579.jsp
He was a very dedicated investment guru who contributed his knowledge to the public.
I plan to share those old articles from my local archive to this community and hope everyone can enjoy and benefit from it.
More References: a post from another i3 member - http://klse.i3investor.com/blogs/kianweiaritcles/11579.jsp
Published Date: 2001-09-19
致：Wilson(Re:理论和实战)
把一辆价值24万元的大车换成一辆价值10万元的小车就可套现14万。
找回的14万元刚好可以买20lots的EON。(当时的价钱)
以旧换新，还可以多得20张的EON。何乐而不为！
他当时决定这样做当然还有其他的理由：
1．大车的保用期已过，只要一点小毛病进厂修理就要花费几千元。
2．大车一年的路税和保险大约要6千元。
3．晚上用大车出门很不方便，总是提心吊胆。
4．有辆大车放在门前，睡觉也不安宁。因为引盗贼入屋的机会大增。
5．最重要的是：只要EON的本益比回来25倍，这20lots的EON就值一百万了。
多年来他都是采用我的投资方法的，我们的投资思想如下：
当时(2001年初)KLCI的平均本益比是15倍，属于熊市的低水平。
根据历史，只要处于牛市，KLCI的平均本益比可以来到30倍。
所以要寄望EON的本益比会来到25倍的可能性是存在的。
为什么说EON的本益比回来25倍就是一百万呢？
因为EON的EPS是2.00零吉。
25倍的本益比就是50零吉了。
(2.00X25=50.00)
20张50零吉的EON就是一百万了。
为什么我们相信EON会来到50零吉的价位？
50的价钱看起来遥远，但是如果它1张变5张，只要来到10零吉的价钱就等于50零吉了。
(5张X10零吉＝50零吉)
今天EON已经具备条件送红股，它已经有九年没送红股了。
（它的最新NTA是10零吉，足足可以一张变十张或1张送9张。）
注：EON送红股只是一个假设而已。
其实我们的投资思想是不注重红股的，我们只注重本益比。
最后他还补充一句：生活还是一样照过，有可能还多一个百万呢！何乐而不为！
More articles on Collection on KLSE.8K article
Discussions
Be the first to like this. Showing 4 of 7 comments
I lost RM 600,000.00 in yesterday market. How many can survived with such a loss. A lot who borrowed money will just die !
2012-04-13 09:25
not with the present market. The upside is at best 10% but the down side can be a crash if all the foreign funds who hold 22.6% of the KLSE pull out. I expect at least 50% drop in price. For me it is OK because then I can pick some more. For the small timer, most of them will be dead with 50% drop.
2012-04-13 10:00
waa..lotsofmoney..you really have lots of money one don't you...small investor like me will sure suffer n run out of money when market falls....waa..so far i never experience like that before..i hope i do not have too.
2012-04-13 10:32
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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....
lotsofmoney
You must be a billionair by what you write. Unfortunately I don't think you are even among the millionairs. Stock market is highly speculative and risky.
I had seen too many actually penniless for playing shares.
Like the joke about the New York Exchange - all the luxury yokes belong to the reminsers while the bodies of the dead share players are everywhere in the Hudson river.
2012-04-12 12:54