It is a surprising QR result thou... bcoz usually price movement will run ahead from the pending announcement as the Smart Money have advanced information...

since there were no advance mark-up phase, high possibility tomorrow will have a rapid mark-up.

glad I still keep it for LRT3 project commencement =P

LRT 3 project profit will not contribute to next QR yet.

So for the explosive growth in P&L, need to wait till next year June / September report ?

Gambling in fact, is also a calculated risk if you playing with certain SOP...

There is something call card counting in Blackjack ... although that you will be kicked out from casino if you do so hahahaha

For GKENT, i trust that the valuation is stretched base on fundamental side, but for earning side it will increase exponentially after 2016 mid and make it attractive.

Base on this current Price Action, I think the next QR won't be a big surprise thou... (i also believe in price action reflect the future earnings)

coz kawan sejati bro ~

Don't need to care about these F**kface von Clownstick lah ...

As long you have the profit to pocket into your bank account, they can condemn all the way they want.

The oldies have one song mah ... call "Show me the moneeeeeyyy ~ "

meanwhile, friends in chinese = kawan, hence, that comment hahaha

D7zul, it's a Chinese song which tells that "Friends are lifelong and precious" =D , Its an quite old classic song , which dedicated to old friends =D

朋友一生一起走，那些日子不再有～

wah, suddenly all the professional say QR bad , Limit down wo ?

Nice write up !!!

tjhldg bang, boleh kasi dato tee push up kah ~ hahahaha. ako dah nyanyok mau tidur dah hahaha

Why complain of insider trading instead of taking the advantage ?

Next time you see Mr. Sia buy, follow him buy lo ...

Whining will get you nowhere, but action will do.

p/s : I am one of the burnt shareholder, but do I whine like no tomorrow ?

pp/s : You must know WHAT you are doing. You must know what are you buying , what do you expect, what is your exit criteria, what is your evaluation of that current company and a lot more .

For example, if you buy for growth, and this result appear, don't subconsciously con yourself to hold because the past ROE is good. But if you buy for CF generation power, then the CF remain good, and you should be holding it.

ntygis , started at late August / early September ...

base on WELLCALL past track, I think they need 2-3 years to reach full capacity gua.

up , ask why go up and don't dare to chase.
down, don't dare to buy.

how to make big bucks?

Reduce position, remove the laggard , keep the winner.

=_= ... well .. that come as a big surprise ...
Rev 7692
NP 2166
EPS 1.33 (-54%)

I project around
12-20% increase in revenue
15-25% increase in profit (higher than rev due to forex gain)
Low to almost zero capex
One cent dividend.

Monitor this share for a long long time already ...
Only lack the guts to click "buy" ...

Lack of confidence in the price action ...
haizz....

There is a reason WHY steel company in Malaysia is underperform the market.
Go check it out.

Doesn't matter they take RM 6m capex or RM 100m capex.
The industry is sunset industry as well.

CFTrader we are talking about 10-year-stage-organic-growth story about TMCLIFE.
16/07/2015 01:58

another holding period of 9-years to come...

CFTrader, joining a bit @ 1.65 . Sila tunjuk ajar, sifu2 sekalian.

朋友，如果他要来个转板，第三条根本不是问题。。。

Dear my friend, if they really want to switch to Main Board, the 3rd criteria doesn't even call as "criteria" ....

chl1989

1. Accumulated profit of RM 20m , uninterrupted. For consecutive 5 years.
2. PAT at least of RM 6m for the latest year.
3. Market Cap of RM 500m .

Q4 is a traditional weak quarter, but for Q3 ... lets see lo ...
this one is win i win a lot, lose i lose a little.

DCF Valuation is good. But a lot of the company doesn't grow in line as the "DCF" growth rate.

The annual 3% compounding growth is best used in market cap > 1b which they are more predictable...

For this kind of 100m market cap stock, a simple 0.5m profit fluctuation make a big difference..

Bro, your perstim only announce dividend @ Dec... yes, monthly ROI is 4% , but can it sustainable or not ?

Your ROI of 49% is assuming that PERSTIM will announce 18c for dec, jan, feb ... LOL

With the analysis of current shareholder, I can ensure that dividend will remain as long PADINI afford to do it.

(Just like MAYBANK w/ the highest dividend compared to other bank due to the shareholders)

And recently, some IXXXXX fund is purchasing PADINI stocks ... making me unable to buy it cheaply =( *sobs.

In PADINI thread, I had did a simple analysis shows that the dividend is sustainable if everything remains the same (if i am not mistaken, it's ceterus paribus right ? Sorry if I am wrong as I'm not with a business background)

The only thing that buzz me is the purchasing of investment / unit trust of PADINI.
The return rate , details are not disclosed properly.

come come come !!!
My dear WELLCAL, show them your power !!
I expect no less than 23.33% improvement in dividend payout and profit !!!

Adjusting with 2.30c div for last quarter, this Q should announce 2.8c div !

For the next QR, I expect a 70% improvement in profit increase !
That will be 3.9c div per share!

______________________________________________________


CFTrader Bought at 2.10 again.
Reason to bought, potential of 70% increase in dividend once the new factory sets in.

The QR release in November, I expect at least a 20% increase QoQ as new factory is set up at September (QR report July -> September) ... (70% x 1/3 = 23.33%)
24/09/2015 16:18

Why not ???
Late 2015 - Strong USD gain play
Early 2016 - Strong start orderbook w/ 45% compare to 30% projected.
Late 2016 - smart device order start to realize.

ccs999, i'm still holding KERJAYA PROSPEK also. Just wait till the PP done and liquidity appears. =D

chl1989, any growth driver behind at PERSTIMA and FLBHD (except strong gain from RM depreciation ? ) ?

Big money is only underlies at growth stocks.

PERSTIMA
I know this counter when kcchongnz highlight about it. Yes, i know it's OCF and FCF is good, good for dividend holding also, but it also seems .... - lack of growth story.

I categorize it as 1st order return - constant dividend return.

Hence, I am not quite interested in it.

FLBHD
I have no knowledge about it.

Frank, same thought. I expect today it will gap up / open normal, attain a gain of around 1c, and then retrace also ...
At least 3 day of consodilation, with pinbar at 75c .

Thank you Frank Soweto for the compliment. It is The Lady Luck that help me attained 2nd place in 2015 TOC.

Let's see if MMSV will challange 80c Resistant and break it or not. VSA indicator shows a healthy 2-day upbar currently.

Frank, honestly I think they have advantage this year... during the July to September period, is the sharp devaluation of Ringgit period ...

I have only 1 question to ask ...
For the Other Investments , it has 109.165m in it ... where this year alone they placed 96m cash in it...

How they calculate the "unit trust" performance, and the return of unit trust is a myth for me...

**************************************
Rough calculation :

Other income : 11.816m
Other Investment worth : 109.165m

Return : 10.82%
*****************************************

Lets see if the dividend sustainability of PADINI .


Dividend -(origin )-> Free Cash Flow --(origin from)--> Operation Cashflow --(Origin )--> Profit --(origin) --> Revenue

Total Share available : 658m
Cash Generated From Operation : 34.23c per share
Capex : 6.57c per share
Non-Core investment made (They vested in Unit Trust) : 14.59c per share
**********************************************************
From here, we have FCF : 27.66c per share
FCF / Revenue : 18.61% (Not bad ...)
**********************************************************
Financing activity :
Interest paid : 0.3407c per share
Effective Debt : 5.922c per share
Effective Interest Rate : 5.88%
Dividend Declared : 10c per share
**********************************************************

Dividend Is sustainable.

Don't mind, This co fits my Funnymental score 4.8/5 , valuation at 4.4/5 , just keep it lo. It's a NBI ... like WELLCAL...

Icon8888, well done bro . Keep it up.

propose to change name =P LOL

You are doing business with Doctors ...
You are buying a high-cost-entry-and-requirement business...

Imagine the reward and the resilient of the counter ..

One of the rule in share investing.
Paper profit is NOT considered as profit.
Paper loss ALWAYS considered as loss.

Let me quote some example base on Kcchongnz article.

“The share price will go up because of the growth in dividend. The dividend of Apollo was 7.4 sen in 2008 when it was trading at about RM2.50. The dividend yield was 3.0%. Its dividends has increased to 25 sen now and at RM4.98, an even more attractive DY of 5% when the share price has risen by 100% in 7 years, or a compounded annual growth rate of 10%.”

The dividend of Apollo had increase from 7.4c to 25c, and the price grows from Rm 2.50 to Rm 4.98.

The true value lies when you bought the stock at Rm 2.50, and enjoying 25c dividend. That's a 10% annual return, and not to mention that you have capital appreciation in your hand.

Note that the capital gain is NOT include as profit, AS long you doesn't sell it in the market.

What if the dividend grows from 25c, to 35c ?

In mathematical way of concluding the type of return, I categorize the return into 4 order.

1st order : Capital Gain. You gain only once. Most of the people include me, trying to invest for capital gain. Of course, capital gain appreciation is very very attractive, it ranges from 10% to 300% and some even 1000% in short period of time.

2nd order :Stagnant Dividend. Stagnant means unchanged. For example, prior years, MAXIS announced 40c dividend annually.

3rd order : Dividend with AP. Arimethic increament of dividend. This year is 5c, next year 6c, next next year 7c ...

4th order : Dividend with GP. They grows tandemly with a GP way (annual 5% as example)

I still accumulate it ... testing my luck if I can get at the lower boundaries of the price or not .

Anyway, who / siapa Penang Lang attended the AGM of MMSV ?

Lol, vs takeover wellcall ? hahahahahaha...

10 years, this share is not meant for trading ...

Salt is the major culprit of HTN.

chl1989, in chinese, we have the proverb - everything is set, just waiting for the wind.

Now the east wind has come... I can sniff the smell of prosperity LOL