Victor Tan

Vacko837 | Joined since 2016-08-23

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Stock

2017-05-25 00:37 | Report Abuse

If you regret on small price drop such as this.... then you don't know what is investing all about. I don't time the market. I just buy it when the price is undervalued. I've held many counters through drastic drops and kept buying more. In the end 90% all reach new high after drop. Share market is really an emotional test where most people will fail and market will win. Holding power and confidence is key to investing

Stock

2017-05-23 16:17 | Report Abuse

lol pity those who sold

Stock

2017-05-22 22:32 | Report Abuse

Net Working Capital = Current asset - 'Total Liability' = RM 300,733,000
Market Cap = Share Price X Number of Shares = RM 271,460,000

This means at current share price, u are getting all their money making assets and the other fix assets are free for u

Stock

2017-05-22 22:15 | Report Abuse

I think most people here doesn't realize that Choo Bee's Net Working Capital is below its Market Cap. This means it is dirt cheap now

Stock

2017-02-18 17:24 | Report Abuse

That is actually good news, no wonder Tek Seng up. This means losses has stop for Tek Seng

Stock

2017-02-16 13:49 | Report Abuse

Break 3.6 then towards 4

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2017-02-15 23:37 | Report Abuse

Accumulate at 5.2 and below, two more mediocre quarters to go before you see any action here.

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2017-01-18 15:18 | Report Abuse

Wait for inauguration speech

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2017-01-17 15:24 | Report Abuse

2nd round coming.... up up

Stock

2017-01-12 15:26 | Report Abuse

I agree with Icon, niche markets are less susceptible to risk such as TPPA. Furthermore this is not trade, this is manufacturing subcontracting. I'm not sure about 20, but 10 is still very conservative judging that they will double in production.

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2017-01-11 15:35 | Report Abuse

its not news.... its called proper valuation

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2017-01-11 11:13 | Report Abuse

Price at 5.8, break break break

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2017-01-06 17:24 | Report Abuse

Vivian, get intelligent investor by Benjamin Graham

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2017-01-06 13:07 | Report Abuse

I think price will settle around 5.8, if hit 6 will be good

Stock

2017-01-03 21:52 | Report Abuse

Based on current order book and expansion, plus future positive prospect of travel industry... SAM is just in transition to higher capacity. Once the dust is cleared, blue skies ahead. Collect and hold while price is cheap.

Stock

2016-12-22 10:03 | Report Abuse

oversold and mytv

Stock

2016-12-19 09:50 | Report Abuse

One thing that the analysis has miss out is that SAM is expanding on different product range, hence it doesn't need additional boost in aircraft sales to boost SAM sales. Eg. Previously if they make part A for 10 planes, soon they will be making part A, B and C for 10 planes. Hence sales will up even if the number of planes doesn't increase.

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2016-12-19 09:39 | Report Abuse

Next level should be 1.08, if this happens then it is confirmed that Gadang has good news coming soon

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2016-12-16 09:40 | Report Abuse

hmm a good sign

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2016-12-15 23:10 | Report Abuse

Watch out for Pensoni in January... it will go up.

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2016-12-15 16:14 | Report Abuse

If break 0.96 should go to 1

Stock

2016-12-15 15:40 | Report Abuse

Careful guys, it should be a take profit hike. It's too early for rebound

News & Blogs

2016-12-13 15:04 | Report Abuse

One thing KYY forgot is that share value is to predict future worth of a company not just one financial year. The current price has depreciated more than 20% but does this means Gadang overall performance this year will be less than 20%? Nope, many doesn't think so. So if Gadang perform equally as good this year? Prices will go up. Even if it doesn't, the current price is already priced in the reduction in profit. KYY really exagerate everything.

Stock

2016-12-09 23:51 | Report Abuse

http://www.sam-malaysia.com/sam/pdf/THE_STAR_SAM_Set_to_begin_Ops_at_new_plant-1.pdf

A good company going through transition. The airline slowdown is just temporary due to uncertainty. Ultimately share price is cheap now and production will double once plant is ready. Keep and collect

Stock

2016-12-09 18:05 | Report Abuse

ULiihen shares has been stagnating within a 30 cents range for quite some time despite steady growth even against troubled times. The share price now is undervalued by industry standards and it should rebound almost immediately after all dust has cleared. Maybe towards RM 4.

Stock

2016-12-09 09:30 | Report Abuse

I think the worst will be over soon. Collect to keep for one year.

Stock

2016-12-09 02:27 | Report Abuse

Please bear in mind that when price run down in this manner, it is more than just market sentiments. It is a ripple effect created by operators to purposefully reduce price for collection purpose. It is a good thing because good things are about to happen that is why there is a need to reduce the price for company and employees to benefit. Something like you have upgraded your computer's operating system and you just need to hit restart to enjoy the new operating system which is better.

Stock

2016-12-08 13:28 | Report Abuse

The price movement has nothing to do with the company's confidence, it is mainly market sentiments. Prediction does not equal actual. Only the management of Gadang knows the real picture and the strategy that they opt to use to maximize their profitability. The picture painted in the market most of the time is not the same picture inside the company. Most of the time it is the opposite.

Stock

2016-12-08 10:44 | Report Abuse

The price movement has nothing to do with the company's confidence, it is mainly market sentiments. Prediction does not equal actual. Only the management of Gadang knows the real picture and the strategy that they opt to use to maximize their profitability. The picture painted in the market most of the time is not the same picture inside the company. Most of the time it is the opposite.

Stock

2016-12-07 23:44 | Report Abuse

I always advise other investors that you should only invest in company's that you have confidence in. Confidence play a huge role on staying the course even during bad times and bad sentiments. If you have no confidence, you will never hold a stock for long even if it goes up or goes down. If it goes up, damn.... better sell and take profit. If it goes down, damn.... better sell and cut loss. Better don't invest then.

Stock

2016-12-06 23:39 | Report Abuse

The public would not get at ESOS price, and ESOS is for employees so i don't think the company will let the employees suffer losses to demoralize them. Good to know that. Should go up from now?

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2016-12-06 12:12 | Report Abuse

look at KLCI, not up meh ?

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2016-12-06 11:37 | Report Abuse

Woohoo project coming soon!

Stock

2016-12-05 00:13 | Report Abuse

@enning22 so as long as there are no drastic mistakes from Mr Trump, our market will not crash. In fact, Trump administration effect has drastically simulated what is expected from a rate hike from the Feds minus the expectation of a global market crash. Think about it... if Hillary has won, today we are very worried of Fed's interest hike. But now, instead S&P and US market is reviving and jobs are expected to rise. The bubble might be avoided afterall since Trump manage to shift market confidence back to to the US. Now it is up to the market to see if he can maintain it

Stock

2016-12-05 00:03 | Report Abuse

BNM just released that 75% foreign currency of firm's profits should be converted to Ringgit to increase liquidity. Expect a boom. Hopefully fundamendal stock get a boost back to where it should be

Stock

2016-12-03 22:24 | Report Abuse

Monday you will see KLCI up due to BNM announcement for foreign exchange to increase liquidity. 75% of foreign funds are to be changed back to ringgit. More Ringgit = more investment.

Stock

2016-12-02 19:46 | Report Abuse

http://www.jobstreet.com.my/en/job-search/jobs-at-sam-engineering-equipment-m-bhd/

This is a sign of intensive expansion. Over 200 new employees. No business? Nobody will hire 200 employees if there is no near term business. It may be that these quarterly results are not accurate to push down the price for collection purposes. Same with SCGM and also Scientx when they announce expansion then suddenly price will down then shoot sky high again. Look at Scientx graph

Stock

2016-12-02 09:33 | Report Abuse

Yes EPS Drop is just momentarily, operationally they have expanded with more than 200 staff in training. Sure cost up to prepare for double production!! Check their revenue now, didn't really drop. Plus don't forget they are exporting in USD!

Stock

2016-11-29 09:50 | Report Abuse

Gadang is better than Ekovest, Ekovest has just sold their reoccuring income from tol collection and the new Duke is still long way to go. That is the only probable good thing about Ekovest and its already fully valued in. Gadang on the other hand has many unrealized potential and current price is undervalued and oversold. They are also well diversified to absorb any external risk and has favorable market for 2017 with so many developments still yet to be won. They will definitely win some... they have been consistently winning and strategizing rightly.

Stock

2016-11-29 09:09 | Report Abuse

Gadang now is less than half of what it is worth, no wonder so many is wanting it to drop. They are the same person who is buying. Lol. This is some propaganda by the big buyers

Stock

2016-11-28 22:56 | Report Abuse

It simply amazes me for those that are selling at such a price now. Lol... it is like giving away money.

Stock

2016-11-28 15:19 | Report Abuse

watch this stock tomorrow, results should be out

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2016-11-25 08:58 | Report Abuse

Gadang announcement soon =)

Stock

2016-11-24 14:27 | Report Abuse

Year EPS (cents) Growth rate
2011 -2.58 55.79%
2012 7.35
2013 10.41
2014 21.98
2015 27.79
2016 43.294041 40.80878594
2017 67.44778647 63.57600761
2018 105.0769065 96.16025462
2019 163.6993127 145.4447191
2020 255.0271593 219.9886678
2021 397.3068114 332.7381996
2022 618.9642815 503.2746031
2023 964.2844542 761.2150526
2024 1502.258751 1151.356243
2025 2340.368908 1741.454263
5056.016797 Or RM50.56

Margin of Safety 80% RM10.11

Even if we were to take into account Gadang's Q1 2017 results, Gadang's CAGR is still above 30% which should translate to a share price of at least RM 6 in ten years. At current post share split price, it should go back to RM 3 in 1-2 years time. Obviously this information is only relevant to those that 'invest'

Stock

2016-11-24 12:06 | Report Abuse

Notes to long term investors:
1. Does Gadang have good fundamentals? - Yes
2. Is Gadang highly leveraged? - No
3. IS Gadang smartly diversified? - Yes
4. Past 5 year performance consistent? - Yes
5. Is market in favor of Gadang's business? - Yes

No point looking at quarterly results and sum up overall opinion of a company. If you call yourself an investor, you invest in prospects and overall performance of the company as a whole. Not penalize on every quarterly results. A year of outperformance can very well deter from outperformance in the following year but that doesn't summarize that they company is not a good one. Actually it all boils down to your holding power.

What is bad about certain individuals is that they create a panic as though a tsunami is coming. Don't forget, they may be the tsunami themselves. This is unhealthy for effective evaluations but of course benefits certain individuals at the loss of many.