I suspect cp teh has schizophrenia. How can someone with such poor trading skills act like he is a big shot sifu trader?

Members only? Hahaha!

Btw Jon, how do we apply the rule of thumb on other banks with different leverage ratio? Using maybank as an example, I couldnt get the valuation that you got from the spreadsheet. Would you mind showing the maths behind the calculation?

Hengyuan is like any other cyclical counter. Buy high PE, sell low PE

Look forward to more of your future articles. Thumbs up!

This is a good piece of fundamental value analysis article right here. So much better than some other self proclaimed sifu who keeps on chirping the same fundamental value thing while what being written is nothing more than the historical prices of his previous picks.

rofl

Kc chong only 4.92% ? Despite all those fundamental talks, it seems she only manage to beat FD by 0.7%

Please do. Nobody in i3 has done that yet. Look forward.

Hi, interested to learn more how to value financial institution. May i know where can i read more? Especially the part of 1x book value given to financial institution with roa 1%

Mind to share more? Korean plan?

Obviously you did not do your homework too. I dont teach, talk only

Author obviously did not do his homework. Value trap. Avoid.

Dont waste time attending the meeting. He will tell you to buy when rsi oversold. Thats his only strategy over the last 8 years

Based on Hektar Reit 2016 annual report, subang parade with a net lettable area of 500k has a market valuation of 420m at an occupancy rate of 93%. WCT paradigm mall JB with a NLA of 1.3m cost rm 1b to build. Ekovest cheras mall situated in the prime location of kl and linked with mrt. Investors can do the math.

Dont forget about the upcoming 600k net lettable area cheras mall situated in a prime location. This mall alone is worth at least another RM 500-600m based on comparison value method.

If you do a proper DCF on gadang orderbook and proceeds from the properties division, the current price is about right

Price corrected for a reason. Best analysis of WCE is not through IBs but via RAM. The project is going to be delayed with a possible slight cost over run. Still optimistic about the future

Impressive. The author wrote so much golden wisdom. But once a crash comes people like this will bola kecut and sell at any price

paperplane Also, I noticed one thing. Those engineer turn investor or fund manager always think they smarter than others, must use this and that formula.!Just study all books to find a solution to things. Like solving maths questions.

Investment is an art. Lucky I don't have fm who is engineer, else I vomit blood, can't use commonsense ,must argue this and that formula. By the time finish arguments, the others earn 200% already, real waste of my time to teach these kind of character, so I rather not waste time with them.
25/12/2017 23:49

So damn right!

A rising tide lifts all boats

Which idiot said Ekovest is worth RM 1.50????

Hahahaha

His earlier track record was down to luck. The last 8 years showed a lack of skill. TTB when he win, he win small. When he lose, he lose big

Can value xinquan with same methodology oso. Hahaha!

Hahahaha. Every year every month there are always newbie writing article to promote insas. Did they forgot to check insas chart? This insas has been undervalued for 20 years!!!

if he concentrate on his career as a lecturer. he is gonna make a tonne.

this is a guy who after 30 years will lie on his hospital bed thinking why did he choose to become a failed trader instead of focus what he was good at which was teaching maths.

U have no track record. What is there to share? How much have u made from the stock market? Why always act pro?

Lap sap article

Strong ringgit will affect petronm??

First correction in days after hengyuan fans appeared! Signs of things overheating? Haha

Wow, hengyuan troublemakers are here!

Good!

After so many years, he still believes the audited assets figure is real!

Wow.....securities commission might be interested to lim kopi

Slow and steady wins the race. Not many refiners in asia can boast about being net cash

Bloomberg terminal can see buyer and seller name

My hope is uncle koon dont come and play this counter. Once he is involved, petron will gap up to rm11 and then drop again when he sell

Result good but why never gap up??

Ok la. At least cp teh talks some sense this time. When he talks sense, we must give him a like

I think you can make RM 100k faster through your subscription than investing. Cant remember a successful stock pick from you. Was it apm? Or focus lumber? Both going holland. At least our mr buffett wannabe has a winning trade in pphb and a good analysis (albeit bias) as well.

This Mr Buffett wannabe here wanna become warren buffett. But his capital only RM 100k, how to become warren buffett? To our mr buffett wannabe here, word of advise, spend more time on your day job lah, why invest in other people business when your capital is so small??

Lmao. Buffett wannabe come here wanna bet with me. I am sorry. Who are you? How do I spell your name?

So what? Cant make money? Most people entry price is less than RM 5 here. Who cares about capital intensive, cyclical etc when i am counting cold hard cash in my account? Lol. 3iii, i notice you are posting so much opinion on hengyuan everyday. Perhaps the time you spent commenting on hengyuan could be better spent on analyzing companies? After all, blow cannon in i3 doesnt make you any money. Taking calculated risk and holding position does.

exactly sctan. the author just write whatever that fits into the buffett philosophy. if i apply the same style of writing, i can also describe companies like vivocom that also possesses the same qualities

Market cap RM 2.4 billion. Whatever Duke 1 & 2 earn, the fundamental has already been priced in. Now you got to ask yourself, does Ekovest construction and properties business are able to justify the rm 900m parts valuation? The red flags to be studied include delayed delivery of EkoCheras which LAD is very very likely, sales of properties around ROL which is subpar if you have been to EkoTitiwangsa showroom. Many are quoting the 10 billion construction orderbook that Ekovest has. But any earnings from the construction of Duke 3 will be sunk into the construction of the said highway where shareholders are unlikely to enjoy a real cash flow.

No growth prospect. The earnings has peaked for this counter. Unless cbip sees a big drop in earnings, there is no way to earn much from this counter. We are looking for a turn around play in this kind of mature company

Holland article. When you are in your 20s, please focus on making RM 10k active income per month. Often I see students from hairy teo classes making only RM 3-4k per month and managing RM 10k portfolio. That is plain stupid. Because what if you make 100% return in a year? That is only RM 10k gain. While your friends who are smarter who has a higher income are making that kind of return every MONTH from his job.

Summary:

Petron TP RM 12+