DeepValueInvestor

DeepValueInvestor | Joined since 2020-06-11

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Stock

2020-06-28 12:08 | Report Abuse

Quoting apanama's comment on Armada to prove that apanama tak habis habis putar belit

May 19, 2020 8:56 AM | Report Abuse
Come on Armada..RM 1.00 this time..because brent crude oil is heading USD 80-90..


May 18, 2020 8:51 AM | Report Abuse
come on Armada ..RM 1.00..ahahhaha...:)


May 16, 2020 8:02 AM | Report Abuse
Armada will reach RM 1.00 back..:)

Stock

2020-06-26 12:17 | Report Abuse

As for stock picks, KLCI blue chips like Axiata, Maybank, CIMB, GenM, Genting, Sime, MISC, Topglove and Harta should witness rotational buying interests to aid uptrend resumption ahead of the mid-year window dressing.
Source: HLB research highlight

Time to collect before buying interest switch from gloves and gaming to banks. Also, in 2008-2009, some banks despite having -eps in some quarters, the banking stocks just shot up when the recession ended on March 2009 (after QE started on Nov 2008)

Stock

2020-06-26 12:13 | Report Abuse

As for stock picks, KLCI blue chips like Axiata, Maybank, CIMB, GenM, Genting, Sime, MISC, Topglove and Harta should witness rotational buying interests to aid uptrend resumption ahead of the mid-year window dressing.
Source: HLB research highlight

Time to collect before buying interest switch from gloves and gaming to banks. Also, in 2008-2009, some banks despite having -eps in some quarters, the banking stocks just shot up when the recession ended on March 2009 (after QE started on Nov 2008)

Stock

2020-06-26 12:13 | Report Abuse

As for stock picks, KLCI blue chips like Axiata, Maybank, CIMB, GenM, Genting, Sime, MISC, Topglove and Harta should witness rotational buying interests to aid uptrend resumption ahead of the mid-year window dressing.
Source: HLB research highlight

Time to collect before buying interest switch from gloves and gaming to banks. Also, in 2008-2009, some banks despite having -eps in some quarters, the banking stocks just shot up when the recession ended on March 2009 (after QE started on Nov 2008)

Stock

2020-06-17 17:05 | Report Abuse

@CheeKin74 Genting ex dividend date is 29 Jun, thats why keep increasing. Cimb next ex div date is Sep/Oct 2020

Stock

2020-06-15 20:20 | Report Abuse

https://www.youtube.com/watch?v=xec13Bp9xXw. Lets collect more while we can before foreign fund starts swarming Asian equities.

Also, NBER is expecting this contraction to be briefer than earlier contractions. If that's the case, we should be out of recession in a time period shorter than 11 months (average). Action plan: collect all value/blue chip stocks as much as you can this year
source: https://www.nber.org/cycles/june2020.html

Stock

2020-06-15 16:27 | Report Abuse

Yeah no matter what, just continue to collect. This is Malaysia's 2nd largest bank and it is selling at 1/2 of price of the largest bank. After the glove and health stocks craze buying, who knows financial stocks might be next when people finally come back to their senses to buy for long term gains.

Stock

2020-06-15 14:06 | Report Abuse

Nice buy @Jason85. The current P/E is almost at the 5 year low P/E of 9.57. I also no bullet ady. Hopefully, it will climb up to the 5 year high P/E of 13.35 soon

Stock

2020-06-13 19:45 | Report Abuse

Kelsey517 Just wondering. Will the coming Qr affects cimb share price drop even lower ?
It might. However, looking at Genting, GenM and Airasia, QR certainly did not cause the prices to drop. In fact, those counters rose in price after their QRs.
It is funny how BIMB and Takaful share prices drop when their QRs are unaffected by COVID. It is sad to see that most people now are trying to 'goreng' instead of buying value stocks for long term..

Stock

2020-06-12 09:57 | Report Abuse

I also want to sapu. Waiting for more panic sellers, collected 20+k shares

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2020-06-12 09:21 | Report Abuse

Topup more this evening

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2020-06-11 20:25 | Report Abuse

Yeah agreed. My calculated intrinsic value is RM6, just hold and collect more when you have the chance. The target price will be adjusted in the near future.

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2020-06-11 14:46 | Report Abuse

Look at the average price target before Covid-19. Malaysia new cases almost 0 now. It will eventually climb back by the end of this year.

Stock

2020-06-11 13:05 | Report Abuse

Prolly the next PBBANK and MAYBANK with ROE of 15.02% and significantly lower P/B ratio than the 2 stocks. Good growth stock with dividends for long term.

Stock

2020-06-11 13:02 | Report Abuse

Yeah agree with the above. A good blue chip with lots of upside when the ROE returns to its 5-year Average. And with a dividend yield of 6.62% beats all FD now. Will soar when OPR further cut by 0.25 in July

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2020-06-11 12:58 | Report Abuse

Looks like a good buy now for long term with 5-year Average ROE of 29.08% and Dividend yield of 4.34%