TF so clever, give out share dividends to drop the price, only to buy back the shares at a low price

Just buy more, don’t need to think and research so deeply. RHB’s shares itself is higher than OSK’s entire market capitalization. Literally buying the the property division and the rest for free, and they are not to mention profitable divisions. One of the easiest purchases tbh. It’s not for us to speculate nor care why it’s so undervalued.

The latest Earnings Call Transcript is out

https://www.theedgemarkets.com/article/frankly-speaking-why-rce-still-buying-back-its-shares

Your Revenue in Table 1 for 2018 does not match the Revenue in Table 2 for 2018, as well as the EPS, didnt calculate the rest, is there an error there?

Whats your thoughts on ESOS at 2.8?

https://www.theedgemarkets.com/article/petron-gets-court-strike-out-rm109-mil-suit-konsortium-lordsaberkat

:'D

If it weren't for Pos Malaysia, I'd be in here in a heartbeat, as it is, its stake in Pos Malaysia doesnt give me much confidence

How would you calculate your IRR or CAGR for example in a simple manner? Say if some people ask you what is your return over say 5 years time

The funniest thing would be Mr. RCE and Mr. PCHEM sharing a cell together and writing blogs on i3 from their cell.

@sich

Do you know if the IRR under the "Wealth Creation" tab in the i3 portfolio is accurate then? I wonder how the IRR is calculated, it doesnt give me a breakdown but merely the time frame taking into account your portfolio transaction history.

The purpose of course is that counting CAGR in that manner inflates your purported gains because it takes into account money put in say monthly at any time between the 1st and 10th year as money being put in at the beginning of the time period in which you are calculating. Or am I wrong on this? Do you compensate by deducting a few percentage points from your CAGR to account for this or what?

My point being that nobody starts off with 100k in the 1st year and say ends up with 1m on the 10th year but never puts in any money between year 1 and year 10, what if he puts in 1k every month and 2k every month in the 2nd year and so on and so forth, how would one calculate CAGR?

That only tells me that CAGR is not a good tool to measure returns when money is put in at various stages

Phillip, how does one calculate CAGR if money is put in every month?

Hahaha gg tmr, all panic to sell, classic Koon

Philip has laid down the gauntlet

Battle of the Egos,

RCE v PCHEM

Phillip shying away from a bet I see

I think you mean to say Overvalued Price for a Wonderful Company

The CEO has said this, and on more than one occasion before:

Loh, however, is not writing off the possibility of RCE growing as strongly as before. “I think it’s a bit too early to tell [with there being so many uncertainties]. In the past, we were more aggressive [about growing]. But you will notice that the focus now is more on quality loans. We have to be more responsible in the way we extend facilities to government servants. We can actually ‘turn on the tap’ and continue to do what we were doing, but then, you’d have higher non-performing loans (NPLs). So, that’s why, if you look at it now, it’s steady growth [that we’ve got now],” he tells The Edge.

I think they know what they're doing

Slowly and steady wins the race

@SHQuah No

Rather late announcement of QR this year

Great result, looking forward to adding my position tomorrorw

If Lionel Messi gets injured, you're royally screwed by the way

Hengyuan 2.0

Long number might want to pay attention to No.56

Forget about Warren Buffet, Peter Lynch, Ben Graham, ColdEye, just close eyes follow KoonBee!

@10154899906070843

So your net worth is approximately 150m-200m then?

Oh me? Nothing much. Still living with my parents, the occasional sex, the occasional movie, I go to the gym and walk my dogs. Not much really.

So you have approximately 12m invested in Stone Co then?

How much is your net worth?

Mr Lim Yew Hoe knows best, dumping before you lot

When is the I3 blogger forum? Is it open to the public?

Mother Share, TP RM100.00

Who's KB?

cast your votes guys, who won?

For which their EPS were higher back then

@yistock

If you are ascribing a forward PE, then you must be looking at its current PE as a starting point. Otherwise why look at the forward PE? Also, how are you ascribing a forward PE of 25-30? Where are you getting 25-30 from? Is it because of its historical PE range? What if it was expensive to begin with?

@yistock

Intersting. If you do not use PE as a parameter, why are you ascribing a PE of 25-30 in one of your blogs for TP of Gtronic? Do you not think that is too high a figure?

So what’s your parameter? What’s your estimation of growth per annum for the next few years?

pE 16, can it grow at 16% per annum for 10 years?

So I have a question, are you agnostic then?

Am I missing something here?

How does it work? Do you get them automatically?

Referring yourself in the 3rd person -.-

This is getting interesting, not too bad, sell more!!!!!

He had to cut loss, so he doesnt want to see it go up again not having any shares in the company anymore, understandable really.

Target Price revised, RM25

Pretty good, one off revenue gain and foreign exchange gain to boot though