wahaha126, tell me your view on csl. don't be so kiam siap. i want to know

are you saying csl business sure toh?

wahaha126, wat wayang coming soon? said la, beh ta han lu no direct one

lim peh ka li kong, all these "sharks" in CSL si beh ungrateful.

they trapped you and fried you kao kao

And will Bullbear lose to me after 18 weeks? The answer is big yes

Let me teach you one final thing since you have short memories
1. Market won't go up all the time and vice versa.
2. Fund manager will make their account looks good before year-end. And they will buy "big" name stock only. Unfortunately for you, AirAsia is one of them
3. Q4 is peak period. Have you forgotten about this? Christmas, New Year & CNY
4. And finally 15.7% increment in Q4. You definitely have no idea on this since you're armchair critic

Alex Chan & Davors, you need to read previous comment by Haikeyila about share buyback. It's a good exercise.

But if Hapseng going for bonus issue again, I'm 100% for it

ktsk88, i don't know what u did with ur Hapseng stock.

It's bonus issue in 2011. Ratio is 2:1. It means you get 2000 unit FOC for each 1000 unit. This mean you hold 3000 unit. The dividend yield is good. Your dividend amount is 3X more.

Total dividend payable after bonus issue until is 0.27.

richardf & spinninglotus, no one is cheated by Bullbear. We let him be like this and play with Bullbear once a while.

tan kw

sell

silver 25,000 @ 0.095

thanks

steve jub, the translation is this

datuk said, no one know, you follow the wind jalan

Please refer here. Early 2011. My mistake
http://www.klse.info/counters/historical-prices/stock/3034/page/22

i summarise your long winded speech.

you don't know tp....i told you TP is 1.25...if i'm right, give me sweet.

same meaning with my comment

i'm african ah moi

bfmklm doesn't understand what u said, datuk

it means, when ppl talk, you listen and reward him if true

I start to suspect Bullbear didn't buy stock at all. He just want attention only.

It means Bullbear spent hours of his time on nothing at all!!!

15.7% increment.

Bullbear has no idea

Bullbear, I will explain some numbers in technical analysis to you.

I'm lousy in this area and can be extremely wrong.
http://klse.i3investor.com/servlets/stk/fin/5099.jsp

If you look at profit column, you can notice TTM is 3rd best in history. There are another 4 months and 4Q is peak period.

P/E is 10.62. It means I'm willing to pay RM10.62 for RM1.00 of current earnings. If you don't get it, I explain in layman's terms. I expect their earnings to grow 10.62% yearly.

Dividend yield. This mean I received some cash from AA for holding it. It's 7% YTD. Please remember that buying price will affect your yield.

There's more to technical analysis but that's all I know. I can be bias.

A lots of people already talk about fundamentals, no point going there and repeat it.

This my opinion.

Technical Analysis.
http://klse.i3investor.com/servlets/stk/fin/5041.jsp

Fundamental Analysis
Water is an utility business monopolised by state government. This is economic moat.
Industrial and residential area consumption.
Events organised by state to attract tourists. PIBM going to be hold on November.

Fundamental is better than technical. Thus, PBA is a buy & hold stock.

I don't know TP price.

i see. this pai lang comes talk only

Bullbear, you still don't have answer to 15.7% increment in revenue?

I already expect it. You can continue your google, copy & paste

datuk, why u shoot bfmklm. he congrats u only

A genius baby who can read charts. Impressive

For investors with knowledge on technical analysis and can share the meaning behind the numbers
http://klse.i3investor.com/servlets/stk/fin/3034.jsp

I am lousy with number, so I don't understand

haikeyila, please check your comment again.

Hapseng's price never increase close to 200% in the last five years.

In mid 2011, Hapseng is worth RM7++. After bonus issue, the price readjusted to RM2++ and drop until RM1++ due to euro crisis.

For everyone info, Hapseng is co-owner of Menara Citibank.

Once I figured out their plantation business, I will post it here.

Again, Hapseng is for long-term based on current fundamentals.

Bullbear, i give a clue to you.

15.7% is related to ancillary revenue

kc loh, 0.14

hlx4u, i can answer foreign shareholding for BullBear. For Wellington only, Aug 11.27%. Today is 9.95%

You've answered most of your own questions.

High fuel price, weak currency, interest hikes, selldown = disaster

disaster for all airlines, including malindo, firefly.

this means "survival of the fittest".

when the weak eliminated, only the strong left. based on current situation, AA is likely to win.

do you know there will be 15.7% guarantee increment in revenue for 4th quarter? AA only. you won't get the answer from internet.

don't be armchair critics. did you go to matta fair on last weekend and talk to travel agency. when i said do your homework, it means really go out and see it.

limnagalim, are you buying a stock and expect it to go bankrupt?

don't think it this way. you want to make money

Bullbear, you have much to learn in business and more specific, in sales.

I'm sure you're not working in sales line. Thus, you didn't see from other perspectives.

No demand = No sales

The only way for this to happen is all of us stop traveling. If not, a company need to cater for this demand.

AirAsia is in better situation than any airline to fulfill the demand.

Malindo still far from it, either routes and frequency.

And one more thing, ancillary revenue will play a key role in low-cost airline sales. Do you what is ancillary revenue?

limnagalim, I agree with you on your ROE concept.

Cheetah is family owned business. So there won't be much unexpected surprises.

Again, buy & hold for cheetah unless there are changes in business direction, which isn't happening at the moment

limnagalim, you've already answered your question.

Amway is market leader but Cheetah isn't.

I can share this with you. Market leader for apparel in consignment sales isn't listed in KLSE yet.

It's jordone corporation sdn bhd. Why I know so much? I worked in this industry before.


Like I mentioned in your previous thread, Cheetah is a buy & hold stock. I don't expect capital to appreciate much

It seems that everyone forget that AA is a cyclical business. You must hold the stock. 4th Quarter is peak period

Demand for low cost travel is always here. Competitors isn't strong at the moment.

These two factors will guarantee AA position as market leader.

tan kw, thanks.

these apparel business isn't my cup of tea too. there are many too many brands in the market. weak brand identity and positioning

tan kw, padini is better because it's shop based business.

cheetah is consignment based business.

direct competitors to cheetah are tgl and voir. all these three focus more on consignment

avocado_c, thanks, my mistake earlier in my previous comment.

Re-branding exercise from Lacoste. To change people perception of old brand to young brand

Ok, for the final part of limnagalim's trilogy

Based on current situation,

Is Cheetah a good stock?
Yes, if you are going to hold for long time and received dividend. I don't the know dividend yield, so I assume you get back all your investing capital within 10 years.

No, if you are looking for capital growth and don't have time to buy and hold.

End

There are pros and cons for each model but i give this a skip. You can google search yourself.

That's why Cheetah has small liability and the ability grow their business is small. The way to grow is to follow Padini's business concept.

As Cheetah has been offering cheap clothes, they will have trouble in shop based business. Why?

Our perception on Cheetah as cheap clothes. To change this perception, Cheetah must invest heavily into branding and change our perception. This depends on management.

Best Case Study is Lacoste. Lacoste was formerly known as Crocodile.

2nd break.....

I start with limnagalim.

You probably not familiar with retail sales. Cheetah's business model is based on consignment sales. The counter you see inside supermarket or departmental stores is consignment-based-counter. There is profit sharing between Cheetah & retailers for each sales. This is called trading agreement. There is no rental fee paid by Cheetah to retailer.

Cheetah has their own boutique shop, i.e in Mines. There is no profit sharing as all sales belongs to Cheetah. Cheetah needs to pay rental for the shop.

Cheetah is strong in consignment not on boutique shop. Profit margin is higher for boutique shop and costs too.

If you looking for boutique shop based business, then it's Padini.

Wait, let me take a breath..

i'm outsider but i'm familiar with retail sales.

stop for a while, and give me time to write

if you want to continue bashing each other after this, please do so.

but give me some time

tan kw,

buy

silver 25,000 @ 0.085

thanks

haha, pull the trigger and bullbear start shooting back.

hustle, there many type of stocks. I don't know about you but I prefer to have a stock in each type. this is my diversification strategy.

You can view my portfolio here. It's similar to my real-life portfolio except the buying price.
http://klse.i3investor.com/servlets/pfs/20928.jsp

hapseng is my dividend powerhouse stock
yeelee is my commodity stock
airasia is my fancy stock
marco is my can't go any lower stock. (surprisngly marco is a good dividend stock at the same time)

i'm looking for a growth stock. my eyes is on L&G

for everyone info, hapseng has committed to pay out minimum 50% of its profit as dividend since 2011.

hapseng is a dividend powerhouse. if you reinvest your dividend, your average buying cost will be lower

avoid this stock if you're day trader or short term player

why so quiet? am i in the wrong thread?

my aa update
2.45 (2.9%)
2.71 (-7.0%)

current price 2.52
target price 3.10

18 weeks to go

ok ok

ok ok

correction on my side.

worldwide political & economy analyst

worldwide political analyst

sorry, bullbear. i'm free today and can spam this thread today. won't be around tomorrow but will update my AA portfolio on friday

kc loh, do you have garfield in your house?

kc loh must be a pet lover

how come everytime kc loh is on board, there will be a cat around

don't you all dare bully bullbear. i want him to stay and watch aa flying high after 19 weeks