At least Mahathir have guts to challange Najib.

Alex .. the first phase expansion will end around 2018 ...
They propose to fully utilize all their land ...
Currently they only utilize 21% of their land ...
Look at the potential ..

And look at the track record of Peter Lim ...
And look at the leader of the medical counter which will generate high FCF return rate...

IMHO, this counter will be a forever buy on dip, no sell.

Just buy some, and believe in Peter Lim.

tjhldg, apa lah, semua share you pun ada =P

Post removed.Why?

Robert, differentiate a trading stock and a investing stock...
If you try to "trade" this stock you gonna hate em... because of it's liquidity...

tjhldg, huat ahh ~ hehehe

Meanwhile people are forking out money to buy other people business (expansion/ acquisition like ECOWORLD) , you guys are busy finding money to pay other's people debt.

I only can shake my head.

outperform all the so-called masters ... If your sifu can't beat The Insider Malaysia pick, don't call yourself sifu.

Hahahahahahahahahahha, Loss of 40c per quarter !!! Hahahahahahahaha .. Bash more ?

hahahaha, laughing all the way to the banks.

Let's be honest here.. This comment I fetch from my friend, and I do support this view .

我刚才重新看回去VS的announcement和股权架构，我发现官有缘在撒谎。
VS的三十大股东里面，排名第30的股东，持票1百零4万股，相等于0.5%
官有缘如果真的拥有1千5百万股的VS，那么他就是第三大股东。这非常的不合理。
不仅如此，VS的流通量真的是很低，别说买一千万股了，要买到一百万股都真的很难。
最奇怪的是VS完全没有放上官有缘的持股变化的announcement。根据Bursa的条例，只要任何一个拥有超过5%股权的股东做出任何的股权更动，公司必须在5个交易日内放announcement。

Come come, who want to sell, I eat all your ticket ... come ...

This counter need patience , I'm waiting for re-entry yet...

7.5c include around 2m other income, real profit is 3.501c vs the preceding quarter of 2.21c , still, a word - Good

Continue with pasar malam technique will lead PADINI to nowhere.

Panic Selling - TEKSENG making lost.

Buying SPAC as the core holding 260k out of 850k portfolio is an unrationale act...

hehehe, tjhldg, I should put FUTU rather than L&G LA as pick, that time when pick forget my real holding got futu , hehehe..

HUAT AR !

To me, EPF is just like your pacemaker for your heart... you don't mess with it ... Don't mess with it until you need to beg atropine from others.

Yes, I do trade warrant. I had gained around 150% from TMCLIFE-WA when it rises from 8c to around 19c last year.

When you bought a warrant, you need to know certain things - Warrant is a double edge sword. It can amplifies your income, or amplifies your loss... hence, it is a part of "gamble" rather than investing.

IMHO there are certain criteria before I invest in warrant.

1. Liquidity MUST be there. When there is no volume, playing warrant is just like driving at the opposite lane.

2. Growth. In order to capitalize on a warrant, it need growth. So you had to choose a company that has plenty of growth so that you are able to capitalize on the gain of the mother share - hence amplification of the gain of the warrant.

3. NO DIVIDEND. I repeat, NO dividend or LOW dividend is pay-out by company. Base on Black-Scholes theory, for every cent dividend announces, the value of the warrant has corrode - because warrant holder DON't ENTITLE for the dividend payable.

4. PREMIUM is reasonable for the relative TIME VALUE. For every year, the TV I give is 4% .... so when a warrant trading at 5 years maturity, I assume base 20% premium as the yardstick.


= Apparently, during that downturn, HEVEA-WB has all the criteria, so I pick it up.

Don't meddle with your EPF account. Go and assume you have NO EPF ... DON'T EVER THINK THAT YOU HAVE EPF AND WITHDRAW IT FOR YOUR PURPOSE....

EPF IS FOR YOUR BASIC RETIREMENT, NOT "COMFORTABLE" RETIREMENT. Once you lost your EPF , you have NO RETIREMENT. - for the majority

You can wait for 3 years to see your house built, sign S&P, and obtain the key, but you can't wait for 1/2 year to see the merger ?
Oh my ...

cash rich, stable profit ... but there is no use of hogging these cash alone, do somebody ask the management to utilize the cash for growth ?

wew .. I disposed 1.91 last time .. should not dispose this .. sigh ...

bb55 is heavy on one stock - IFCAMSC .

But in terms of diversified portfolio, OTB's portfolio in my opinion, is the best.

Note : I am not incline towards OTB's or other people. I am merely speaking my own humble opinion.

So many time let you to accumulate, I foresee double in 2 years time. And it is 85% sure win bet

Dream, just wait lah ... From HoA to DA need 120 day (can extend up to 180 d) ... From DA to injection need another 60d-90d ... Half year.

look at the price ... it is well supported ... look at the expansion, do the company able to generate internal fund for expansion ? - yes .... ... look at the profit , does it generate real cash ? - yes .... look at the dividend, do it reward shareholder ? - yes ...

everything looks good for me.... just wait for the bus...

buy, keep into fridge or safebox, and wait until 2022 where all the acquisition, expansion and all the growth factor comes in.

Then you will have option to sell to EPF for a price of RM 4.80.

Hehehehe, panggil Tee's brother hire operator untuk menge-jet-kan shareprice lo .. =P

Allocate 10% of their share to "some other guy who do miracle touch" , then you happy, I happy, Tee's happy, and some other guy also happy lo =P

wow, latest Q3 has a profit margin of 20.22% ... anyone with the ability to quantify this counter can do quant ？

kcchongnz, don't chap these kind of guy...
I am one of your honest reader.

Yes, I am a of FA, but still don't have an idea to gauge stock's valuation. But after your introduction of Discounted Cash Flow formula, ROIC formula, I learnt a lot of stuff. I apply it, and able to differentiate which is lemon and which is the gem...

Oh my god, look at that butt (TMCLIFE =P)
My fengshui stock is all stated above. Now my 2015 stockpick had all rose from bottom.

In my real portfolio, I'm grabbing several stocks

1 TMCLIFE as the core holding ; I'm a medical student, so I know how BRIGHT is the medical sector will be ... - Only buy never sell

2 FUTUTEC as an undervalue construction/prop play - It will benefit from your FOX theme park since they have project around Genting. Holding period to reap all the benefit will be 3 years. But, it is an illiquid counter.

3 HOMERIZ, but then it posted a dissapointing result. sigh...

4 SCH (you may notice this), Quarry business, also part of the construction play. It produce good cashflow, good profit, just that I still unable to gauge it's management yet.

5 IQGROUP, well it has good cashflow, good profit too... but I listed it as trading purpose.

I thought they only issue to the largest shareholder ???? Like what ECOWORLD do ?

Voon, I am sure you know who am I ... just buy/add ... no cut lost ...

The largest shareholder buying his own private vehicle ... there is no way that it is in "nego" right ?
Minority shareholder won't reject right ? Speaking of Minority shareholder, I don't think I see "a lot " of minority shareholder ...

Oiii thj mana you ? Dah dapat jackpot ni, bila belanja makan ~

Let's just say ...
Last FYE Profit is 11.38 million
With this injection, Profit guarentee 150m over 3y, we give average 50m per year...

That is translated into 61.38million per year.
EPS translate in 16.3c per share... A surge from 11.2c per share....

let's wait until the details are release, okay ? I will release my own research @ here... =D

Oh my .. net cash no debt still want issue right issue meh ... please fund it via internal fund ...
popi popi ..

A company that has a lot of cash is good, but sitting on a pile of cash -not performing organic or inorganic expansion- is just wasting the resources....

Posted by MirageHotelPD > Feb 5, 2015 02:33 AM | Report Abuse

Warren buffet always buy on bad news or low, just like Bank of America (BAC) in 2011 at Usd 6 when everybody dump worried about BAC bankrupt. But now USD 15.94. Remember,there always opportunity when there is disaster... Oil price down, should AAZ benefit?


+++++++++

Wah , clap clap clap .. now Warren Buffett wor .. did WB buy Airline stock ?

Vin Cullen .. even penny stock still will goreng up just like TMCLIFE ~~ ..

Huhuhu, TMCLIFE goreng ? TMCLIFE is proposing to fully utilize their land .. currently they only utilize 21% of their land ... by judging from it's future prospect, I don't see it's "goreng" ... Medical business is the future my friend..

In the other hand, AAX is airline business... Do you remember what is the comment of our Oracle about airline ? Look at recent AIRASIA fare ticket .. RM 38 from KL to Penang ... EPS improve ? Lolx ...

Just avoid the store... just waste your time .. trust me ... I can't tell more because one of my parents is part of the management and it's deemed "insider" information.

The result will become stronger and stronger... this will build a reason for the mark-up phase of the SM... In VSA , there is a saying called - waiting for the bus... just wait for it.

I still remember I had did massive buying on furniture company and export company when RM goes devalue like hell. After that, they use the "RM devalue" theme to mark-up all the stuff....

We buy when people are ignorant ... we sell when they chase it...

It's a good counter, I even list it as my 2015 TOC competition pick, but with this kind of result. It doesn't worth to buy at this price - IMHO.

Ckfatt, your DCF base on how many Re , how many % growth , how many % stagnant perpectual growth, how many Rd ? In fact, there is NO growth but retracted profit.

SP0094701, If drop back to 0.78-0.82 area, I will also buy lo ... But a lot of "if" .. hahaha

Thank you,
CFTrader

Joel, RM 1.30 with this kind of result ? Thank you .

a great job ... you have my support

In the DCF calculation, I put RM 1.28 Intrinsic Value base on 4% growth for 5 year, 2% growth for perpectual, 10% Re ...

Note the word : 4% growth.

In fact,there is no growth, it retracts back.

Revising all the growth into stagnant growth, you will get an amount of 90c per share. That's what the fair value is.

People are so ignorant to put more money for the airbus to burn ... Good strategy ? lets say if you don't have aax share right now, do you want to buy it ? That's your answer.