GBGAQRS - WB - 20%
RGB - 20%
VS - 10%
D&O - 10%
KGB -10%
HIBISCS - 10%
ECOHLDS - 10%
ECONBHD - 10%

Hi Mr.Tan, I would like to participate in 2019 Stock Pick contest. Please help to add me in. Thanks a lot.

请问你从哪获得resin价格的资料呢？可以分享吗？

May I know how much is the unutilized tax loss?
For fairness sake should we assume net profit after tax deduction for calculation of PE? Cause eventually company will have to pay tax and it will dilute EPS

老师你好，我对投资股票有浓厚的兴趣，觉得你选股的理念是我想追寻的。最近打算全职投入投资生涯，希望有缘分成为你的学生。谢谢。

Golden Rule = Buy stocks that highly potential to report increased core profit in coming quarters/year at price that has yet to priced in the expectation of EPS growth, with an absolute MOS. Sign of company making more profit in future can comes from capacity expansion, M&A, favorable macro/business environment & etc. Mr.market will soon or later absorb all these catalyst into share price, but before it does that's the time we act and make profit out of it.

Hi letitgo, Thanks for your sharing. I do have one question and hope you can share your thought so that I can learn more. I am not sure how realized/unrealized gain will impact on topline revenue or bottomline. Please see my simple example below:
Using 3 quarter as comparison, occurrence of realized/unrealized gain and their impact on profit:
1st Quarter
USD 1 = RM3
Sold product at USD300 = RM900
Hence In income statement, we will see revenue = RM900
2nd Quarter, USD appreciated by 10%
USD 1 = RM3.3
Sold product at USD300 = RM990
Profit automatically improved by RM90
At this point, Unrealized gain will occur, as trade receivable at the beginning = RM900 based on USD1=RM3, but further improved by 10% after USD1=RM3.3. Unrealized gain= (RM3.3 – 3)*300 = RM90
3rd Quarter, USD remain the same as 2nd quarter
USD 1 = RM3.3
Sold product at USD300 = RM 990
Unrealized gain = (RM3.3-3.3)*300 = RM0
Whether there is realized or unrealized gain, it does not impact the revenue (see Q2 VS Q3), if currency remain flat, their profit is still RM990, 10% increased VS Q1 of RM900. If we assume cost of sales & other expenses remain the same, PBT should still increase by 10% as well. Seems to me that it does not erode the profit?
Please help me to learn more, TQ