Wont move north until after Sept, Inventory Gain or Loss has not been determined yet. Unplanned maintainence has not been determined yet. Since it is already in the North Pole, it cant move north much more but there is alot of space down South.

Who knows if next quarter or September will have another round of maintainance. There is no guarantee. Better sell first and buy back later.

Haha HRC operator still trying hard to convince people than Petronm share is expensive and HRC share is cheap.

value investors will collect when it is at the lower range of its historical PE. Swing traders might collect tommorow along with other speculators.

A strong factor for PE valuation is based on stability of earnings and reputation. Thats why Petronas Dagangan PE commands 25 times its value and Petronm between 7 to 10 times. In fact, Petronm PE should be revised upwards on it income stability.

Companies with -100 EPS are not viewed positively by the market, and therefore its historical PE is between 3 to 5 times.

Just look Hengyuan-CC, it warrant intrinsic value is 0.02 while its current market price is 0.45. If there is a correction in DJIA, this warrant will lose all its value.

If you retail players really like HRC so much, avoid the warrants at all cost.

I just watch the show on this stock for next 2 months. Even if I am wrong, I would be glad that I am wrong.

Advice to all retailers to get out on Monday, no matter what the syndicate will do on Monday Morning. Dont forget that DJIA is overdue a correction. If you dont sell on Monday, the syndicates will force you to sell at a much lower price in next 1 to 2 months.

For now the Crack Spread is all hype and speculation. You are better off looking for undervalued companies in next 1 to 3 months or stocks that has not gone up 100% in last 3 months.

Long term investors wont buy HRC at current valuation because they will know that the crack spread margin is temporary. HRC was a value buy 6 months ago at RM3 but nobody dared to touch it.

In the space of 3 month HRC, has gone from 5.25 to 8.60 while petronm is barely above its May Peak...there is going to be a huge correction for HRC. Definately overvalued currently, there is no guarantee that September oil wont dip below $48 again.

And the winner is.....RHB Investment Bank (who were working in cohoots with TheStar Newspaper)

aye

Fly to the moon

if 50 cents, the share will rocket to the moon

pasti meletup pagi ini, jangan tunggu tunggu lagi

Use Internet Explorer to download report

Kita jangan dengar "the noise", biar mereka mereka merepek sehari dua dengan cakap kosong mereka

Kuda sudah mau lari

too bad, if you lose the bet, you have to take it gracefully

Maybe after result I will sell at 50% premium of the current price, you can buy all...hahaha

Unfortunately even after bad results, no one will sell to you...hahaha

If so confident bad result, then no need worry, you wont get my stinky underwear

If good result, I give Suregain my underwear

if poor result have to sell underwear then

Faster lets all panic, then toto2009 can buy shares cheap

Share laosai, I sell everything..lose my pants already

Mother will be worth 5 cent and son will be worth 0.005 cents

will be 10 cent next week

I am refering to AAX, AAX is driven by speculators and sharks. Even the analyst of big IB, apply speculation when valuing this stock. 1 day 55 cents (based on 10xPE), another day it is fair valued at 27 cents on another basis.

Very Huat

Why waste time calculating PE on a speculative stock.

if we could predict prices, there would be no poverty in this world

your guess is as good as anyone

Haha, I am benchmarking SIA as the best...so by being better than SIA you have actually beaten the rest.

I think a better analogy would be Watson Nyambek vs Usain Bolt (Airasia/SIA)... should he try to enter both 100m and 200m or focus all his effort on winning gold in 100m.

The fact is if MAS tries to go on 2 fronts again, it will be repeating the same mistake again and it cant afford to lose any more market share as Malindo is hot on it heels.

Can it offer less seats, with better facilities, food and drinks for the same price as Airasia and be at least 50% more profitable than Airasia. The question is not whether MAS is profitable but whether is more profitable than Airasia. If it isnt, Airasia in long run will get more planes from the bigger profit (cash flow) and will add more capacity faster.

Haha....MAS supporter

Yes, new MAS management is better but MAS has to decide who is going to compete against either Malindo or Airasia. Maybe your argument of overdiversification can be used for the fact that MAS is trying to compete in 2 different market segments. Airasia has 1 clear strategy, that is low cost air fare.

MAS would be silly to complete with Airasia again, they should focus their effort on beating Malindo and ultimately SIA.

annmix, they have done anything wrong, they have just creatively used the weighted average number which is based on number of months in FY. The important point is next quarter will be a new financial year where the weighted average should be based on 243 million shares.

pengwin stop trying to cheat everyone here, the EPS is inflated due to the weighted average shares does not reflect the full year

to the retail investor do take caution with this company, even management have changed their opinion from optimistic (Q3) to remain profitable in Q4

The EPS figure is not showing an accurate picture, the weighted average shares used to calculate the 2 cents eps is based on 91 million shares. If you look at the IPO, the amount of shares is 4 times that. Expect next quarter EPS to drop dramatically

meng, I was here since it was 34 cents while you and alot others started becoming "active" when it crossed 52 cents

nothing is impossible, this share has a very high beta

slow and steady, no rush, need to hold this counter for 4 mths to unlock its value

Bizzybone you should read behavioural finance, it will help you in the long run

I rest my case, i agree with FX Lee, time to move on

Haha, Alpha Trader, it you who is desperate, I broke down all your negative comments about CENSOF

Below is quoted posts by Alpha Trader in Censof Forum, let you guys decide if he is a hypocrite or desperate or both.

Alpha Trader "At pe 605? Omg, goodluck to you guys, if you load on monday probably can get 2-3 cents profit la, cause so many insane people duno how to value business, censof cant even make ifca type of profit, and it has a market cap of more than 300m including the warrants! Haha growth story for a year, and collapse after that, cause dnex, single window expiring 2015, and venture into oil n gas somemore, censof being single largest shareholder have to fork out money to pay for dnex acquisition! Who wanna buy ong now!? You can trade for next 3-4months but after that prepare to get out guys""
01/11/2014 20:53

Alpha Trader "Guys, dont ever hold censof! This company is government linked and their management is terrible! Anythg will be just trading position, go for the sole winner! Ifca! If you masuk monday and dont sell , 66c is your resistance, run when u got profit too bad this counter would not be like ifca, which offers the real value!"
01/11/2014 01:15

Alpha Trader, huge flaw in your calculation, as I said you not in accounting field so you wont understand. MYOB has software ranging between RM 300 to RM 5,200. In addition, to that they have a recurring income from online support for roughly RM1,000. I have not included the price for the advanced accounting features such as Analytics which fetch a more premium price. Even after the GST effect, it will still have recurring income as per IFCA.

haha Alpha Trade, u go to Censof forum criticizing CENSOF and promoting IFCA, stop being a hypocrite

Alpha Trader, as I said 6 months, which means benefits from GST. In your earlier post, you were trying to convince others that CENSOF wont benefit from GST which is wildly incorrect. The suprise factor for IFCA was last quarter, while CENSOF has much bigger potential to suprise in the near future.

Dont use figure like 20% as neither you nor I have details of their account. Kindly get your fact correct or dont make up numbers

Haha, what about IFCA, how many times PE, why so silent about that? Making up figures again, sigh

Censof has the potential to triple its profit in 1-2 quarters time as what IFCA did last quarter

Alpha Trader, both IFCA and CENSOF have great potential from GST. Since you are not from accounting field, I will give you a heads up.

90% of business are unregistered for GST and more than 90% of businesses in Malaysia are SME which MYOB (CENSOF) focuses on. However MYOB has alot of competitors in the SME market.

IFCA has a niche focus in property accounting software. It has managed to control the market in Malaysia and will try to do the same in China. IFCA recurring income is only a small portion of that as the revenue is recognised over several years. The user of IFCA will tell you that the system is buggy. Right now the biggest threat if it faces a direct competitor that produces property software or if it loses it big customer in China

In terms of customers. IFCA has to work alot harder to get customers and it software functions are alot more complicated while MYOB is generally known among SME and is from Australia which already had GST function there, it just involved slight tweaking on codes for Malaysian systems.

Both stock will appreciate greatly in next 6 months, however IFCA has more long term potential. However after the current appreciation, it is over priced, CENSOF isnt. Kindly stop spouting rubbish just to sell IFCA.