Hui Xin Sim

kelvinric1987 | Joined since 2016-07-26

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Stock

2017-02-28 11:22 | Report Abuse

ok we say worst case scenario...performance same with this year Q4... 0.048 times 4, EPS rm 0.192 per year for 2017... so PE for 12-35 for Pmetal in history... so you can say 12 is undervalue and 35 is overvalue and 18 is average for pmetal.. by assuming PE 16 is very very conservative but you get rm3.07

by assuming EPS 0.048per Q, 0.192 per year.. is a norm for 2017....
then PE 12 = 2.30
PE 16 = 3.07
PE 18= 3.45
PE 35 = 6.72

so simple way of saying 2.30 is very very undervalue and 3.07 is cheap value 3.45 is well value and 6.72 is very over value.. that is just very simple way of analysis...

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2017-02-28 10:48 | Report Abuse

i haven do analysis for Q1 2017... but it will better than Q4 2016 for sure... just how much better...this year EPS simply hit 0.20 PE 15-16... rm 3.00 is completely logic... unless significant LME alu drop... or significant forex change, strengthening of MYR....

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2017-02-27 20:22 | Report Abuse

Q4 performance of 0.045-0.05 or 0.20 per year, PER 15.5 fair price is 3.10 for 2017....
my previous post few weeks back... LOL.. jack pot

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2017-02-27 17:07 | Report Abuse

haha nicky... you not being eaten by big shark yet??? when Pmetal went up so much where you went??? big shark is unloading again???? LOL

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2017-02-27 09:06 | Report Abuse

http://pv.energytrend.com.tw/price/20170223-14307588.html
趨勢:內需搶裝未現,價格啟動下跌走勢

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2017-02-23 20:31 | Report Abuse

ask mr market only mr market can tell... i just know my target.. daily variation not important

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2017-02-23 17:16 | Report Abuse

haha.... thanks money kj for your opinion...

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2017-02-23 15:00 | Report Abuse

money kj... you think arank ok to hold at this price?

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2017-02-16 12:37 | Report Abuse

cannot go up everyday one.. but what is so crazy is it never come down....jst up up rest rest then up somemore...

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2017-02-14 15:53 | Report Abuse

thanks moneykj... good sifu... in depth knowledge in pmetal... many ppl earn money because of him... always got some sifu run here say shark unloading.... now also don know where already...

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2017-02-14 12:28 | Report Abuse

money kj any opinion on Arank?

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2017-02-14 12:27 | Report Abuse

i added along the increasing trend... scary... target on aluminium is 2000 by the above article..

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2017-02-14 11:29 | Report Abuse

dear mgician... usd strong is good for pmetal.. the income denominated in USD and 1/3 of its cost is denominated is MYR... so the stronger the USD the better for pmetal.. for its debts, if aluminium remain at this current level or even trend higher pmetal can generate a lot of free cash flow to repay the debts, the income is denominated in USD so debts is not a huge issue.. it is mention in RHB research paper..

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2017-02-13 17:06 | Report Abuse

agree with money kj... i will keep a lot of this stock for long term... unless significant changes in aluminum price down trend..

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2017-02-13 17:04 | Report Abuse

but take in consideration of forex... erm can get 190 m kot... haha.. hopefully... even with the Q4 performance of 0.045-0.05 or 0.20 per year, PER 15.5 fair price is 3.10 for 2017....

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2017-02-13 16:57 | Report Abuse

money kj.. mind to share how you get your assumption of 190 m? because my rough estimation is possibly about 150m.. due to the hedging practice.. so pmetal will sell some of is product into the future one....

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2017-02-03 11:48 | Report Abuse

i believe nicky now... a lot of sharks... somebody jst swallowed the 2.15 block 1.2mil shares.... LOL... sharks are unloading... but being eaten by bigger sharks... or somebody believe the retailers can buy that much??

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2017-02-02 17:17 | Report Abuse

you jst said.... Better sell .. up so much already .. sure correction these few day ... will fall below RM2.00 then 1.90
01/02/2017 07:19
then suddenly you say bottom up...
you try to scare ppl to sell so you can buy??.... LOL

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2017-02-02 16:43 | Report Abuse

this nicky... if you want unload jst unload and shut up... heard of a lot of nonsense... if you want commend something bad please use some facts for support at least some theory... everyday also heard you got hear some noise what is your point???.... give point rather than nonsense pls..

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2017-01-18 12:24 | Report Abuse

and peer comparison in the region too.. this time RHB analyst really did a good work...detail report

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2017-01-18 12:22 | Report Abuse

Detail report on the possible outcome FY 2018 if MYR 4.20 and Aluminium price stable above 1750 then TP 2.80... it could be higher if RM depreciate lower and aluminium price is higher... very detail report this time on the relation of Forex exchange and cost components....but too long i also don know how to share

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2017-01-18 09:42 | Report Abuse

new RHB TP today 2.80 FY 2018....!!!!!

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2017-01-16 09:47 | Report Abuse

On behalf of Yong Tai Berhad (Yong Tai or the Company), we would like to clarify that SV International (SVI) is not a major shareholder in Yong Tai neither did the Company and its major shareholders have sold their stake to the latter.

Please be informed that Yong Tai had recently completed its private placement with an oversubscription rate of 1.96 times and placed out the 70 million new shares to reliable and renowned institutional investors.

Apart from that, Yong Tai has not done any business transaction with SVI for its property development particularly the Impression City and Impression Melaka projects too.

The rumour of SVI become the major shareholder of Yong Tai is not true.

reference https://www.facebook.com/impression.melaka/

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2017-01-03 09:05 | Report Abuse

what reference you looking at? annual report? and the impression project is ongoing...

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2016-11-30 15:22 | Report Abuse

Rhb even give higher TP... but i don know where i keep the report.. haha

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2016-11-30 15:16 | Report Abuse

who say the aluminium is low price now?falling sharply? The aluminium price is always up and down,what is important is the trend and mean price.. the TP of 1.79 was given base on aluminium price of 1700 and above.. and aluminum is stable more than 1700 for over a month......
股票拆细送红股.齐力12个月合理价1.79令吉

News & Blogs

2016-11-21 20:13 | Report Abuse

good article thanks.,

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2016-11-15 11:02 | Report Abuse

maybe sell sell sifu all laughing now..... they had accumulated well enough.....

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2016-11-15 10:37 | Report Abuse

thats is apply when the price is high as 3.30 LOL..i think the ability to get contracts is very important too.. as mention by RHB the recent sell down had provide a chance to buy in and they maintain TP3.50, with the cooperate excise around the corner....

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2016-11-14 14:39 | Report Abuse

today rhb research buy call

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2016-11-14 14:39 | Report Abuse

Gadang Holdings - A Buying Opportunity

BUY TARGET PRICE: MYR 3.50

We believe the recent selldown provides a good opportunity to accumulate the stock at forward P/E of <7x vs the peer average (in low teens). We upgrade the stock to BUY with unchanged SOP-based TP of MYR3.50 (39% upside). Apart from strong medium-term earnings visibility, it has also laid foundation for the longer term. Mega construction job wins and its ongoing corporate exercise may boost sentiment on the stock.

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2016-11-09 17:35 | Report Abuse

On Jan. 29, 2014, Trump tweeted: “Snowing in Texas and Louisiana, record setting freezing temperatures throughout the country and beyond. Global warming is an expensive hoax by china!”

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2016-11-09 16:24 | Report Abuse

http://www.energytrend.cn/research/20161109-14901.html
川普当选,太阳能恐现先抢装、后急冻市况

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2016-11-09 16:02 | Report Abuse

bargain hunting start.....

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2016-11-07 09:54 | Report Abuse

he is creating a chance for ppl to chase low with the dividend coming and share spilt/bonus issue......

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2016-11-06 12:02 | Report Abuse

ya pisanggoreng.... well said... but news really spread fast without fact.... like real... LOL

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2016-11-06 11:55 | Report Abuse

why so many ppl said he sold??? all got hearing problem???? i can recommend some hearing aid for all of them....LOL

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2016-11-06 09:20 | Report Abuse

mr fong did mention about gadang fully value and not asking you to buy now...that why it is not in his watchlist for stock to be invest, but he got mention he had sold gadang? just for clarification.... or someone 断章取义。。。

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2016-11-04 11:36 | Report Abuse

ya thanks greatful..... the conclusion is Mr kenanga is retard

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2016-11-04 11:29 | Report Abuse

ya kinrara.... very confusing..... i only hold mama share....plaxo ask on mama share split that is easy.... warrant i am still confuse....

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2016-11-04 11:04 | Report Abuse

28000....... will give you another 18000 on 08/11/16...i think that is what i understand

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2016-11-03 20:20 | Report Abuse

greatful sifu not 08/11/2016 meh.... i am a bit confuse actually...