reentered ptrans at 0.60, after reconsideration that ptrans hasn't rise in tandem of the recent index movement, it seems harder that ptrans can move downward at this point

exited khind at 3.6, good profit ^_^ still monitoring ptrans closely

exited at 3.6, good profit ^_^

will reenter if price drop back to certain level, otherwise will let it pass

@chiangsun I suspect people think the recent EPS are short terms and not going to stay for long, but for now it seems that khind has really improved their marketing strategy, manufactured more variety of new products. they rised up to be the true competitive of PANAMY, this can be shown by the decline of EPS by PANAMY themselves, clearly challenged by KHIND's recent uprise

@yuhang99 thanks, very nice video, pros and cons explained precisely

KHIND EPS 20, PANAMY EPS 29, but PANAMY is 10x more expensive than KHIND~!

who choose PANAMY over KHIND must have lost their mind lol

my concept of investing is not buying the best companies the market can offer, but buy the good companies that offer the most discounted price

my current portfolio are made up of only all those, now planning to reenter ptrans at anticipated discount price only, not many other companies I am impressed with the recent batch of QR releases

@dvbarbarian SURIA, high NTA, debt clean, improved EPS, good future prospect

MMCCORP privatization at RM2, current price still got room for good profit, low risk of privatization fail

UOADEV 9% DY

MRCB political play, yet to archieve expected price with UMNO risen back to power

KHIND recents EPS improved a lot, chasing up with panamy in retail section, panamy already overpriced and latest EPS also decreased a lot recently probably due to competitive from khind / fiamma / pensoni

TRC PE 5.1 DY 6%

most important of all, All mentioned above are still significantly below NTA

those that is not interested with this company won't be lurking around

@oretama indeed, this stock is good and improved, will be willing to enter given a little more discount, can be for short or mid term depends if hit price target or not prior next QR

should always hunt for the lowest possible price for better entry position, nothing to lose if missed the boat, still many other undervalue companies out there, wait for the best chance to enter only

this last 2 days bankers sure won't let the price move up

C24 expire this friday, after that next week only can hoot above 1.9

with that kind of mindset, you will always think that people making money through investing in stock market is just being lucky

@bowls "stock market is just a matter of goreng & not goreng, can't believe that so many people out there still rely on textbooks"

TA = gambling
FA = investing

it doesn't matter how small SURIA is compared to MMCCORP, it is price per share vs price per share, earning *per* share vs EPS

keyword per share, it is not like you are comparing the full ownership of MMCCORP vs SURIA, *only* if that is the case, those who chose SURIA over MMCCORP is dumb

suria shown significantly improved QR, comparable to MMCCORP, price is still below RM1.2, NTA 3.2 (very insignificant debt, can be considered as free of debt)

those who think RM4 is reasonable price for MMCCORP, how much do you think is the reasonable price for SURIA? rather than crying here that privitization of RM2 is unfair, better take profit and move to SURIA

nestle? lmao, DY 1.73%, worse than FD, at RM133, how much capital gain do you expect?

I really can't understand why people are still buying into nestle at RM133

nestle already performing at it's peak for years, what room of improvement you expect?

the price is too much into the future already, which is never promised. look at airasia, before the pandemic, people look good at it's future prospect, but what now? even at negative NTA people still buying into it's debt, looking for a comeback that is never promised.

regardless, it is good for us anyway some people are investing unreasonably... lmao..

people also tend to forgot that the major shareholder can anytime offer privatization when the company is traded below it's net value. mmccorp and amcorp are the recent examples

of course, ability to generate profit is also important, but not without NTA as it's basic for price valuation

let's say 2 company has the same EPS (equal ability to generate profit and future prospect as well), but one is above NTA, the other is below NTA, of course we should choose the below NTA one when both are traded at the same price

nevetheless, people tend to overlook the company future prospect, applying those to the current trade price, making it has no room of improvement when the future really came by, let alone the future is never promised

imo, is better to only buy the *currently* performing and undervalued companies

technically, EPS and PE translates into each other, you can't evaluate EPS alone without refering to the current price

@KKH "If invest in stock base on NTA or PE, you will never buy all the consistent growing company even their price drop 50 %."

yes, I will never buy all those, but that doesn't stop me from making money investing in other companies I deem as undervalue

@Dvbarbarian khind, uoadev, mrcb (umno / political), mmccorp (privatize at RM2, still good return if buy at 1.82 now), trc

take your example, PANAMY= 32.3/13.3, that's why we should buy khind / fiamma / pensoni instead

NTA is the current worth of the company, the rest are future prospects

@KKH "Who started the NTA game?" Warren Buffett

but of course, market is unpredictable, that much only we can be done at valuation part, just don't be too optimise, there are plenty of other choice out there, which is far more undervalued

that is too much valuation into the future, who actually gonna buy when the price actually reached RM1? as the upside is very limited at the price, so it is unlikely that it will actually archieve that price at first

imo, the current profit is moderately good, so the fair intrinsic value should be at it's NTA, around RM0.76, anything below is discount. but at current price, there is still room for further discount, so it is 40 (downside) 60 (upside) to me

@icst1975 DY 3.2% I would rather invest my money at fixed deposit (let alone I am someone who have ASB account)

@ruslimz yea agreed~! 5 sen final dividend from the boss, give us the earning of this final QR before he taking back this precious company is not to much to ask for right? hehe

to be honest, I only start paying attention to this stock since it's latest QR release, realising that it's price is downtrending while there is improvement in the QR

I actually planned to move away from this stock already after it's price keep moving further up even after I took my day trade profit last friday, but now then I am back lurking for opportunity see if I can reenter

@miscoh "no point if the boss keep the huge cash in bank and not distribute as dividend to shareholder"

at some point if the price is below NTA and the profit keep improving or at least maintain, eventually the price will start to move toward NTA, or even the boss can offer privatization, see MMCCORP.

that's why I am more emphasized in NTA than PE, NTA is the current worth of the company, but PE, espeicialy high PE is future expectation of this company but it's future value is already materialised in the current price, while the future is never guaranteed, in other words, there is limited room for growth, but huge room for discount

for me currently at 0.61 the upside of this stock is just slightly above it's downside, due to it's NTA and not so clean debt condition, so I will still wait for price with better room of upside, if any how I missed it, sure will let it go, definitely not going to buy when it's is traded at PE10 above, many other better potential companies outside

@dchin472, I agree with you that so far the room for discount is seem to be limited to 0.50 currently, unless there is change in prospect

let's see how the mr market decide

although many other stock that is already way above NTA and still uptrending, but value investors strategy is not try to chase those stock, hunt for the discounted ones only

@micsoh just my 2 cents, no company is cheap when it is traded above NTA, 90 sen that time is above NTA so... you may disagree though, but warren buffett himself also emphasized a lot at buying at NTA discount

@dchin I day trade this stock the day after QR release, enter at open price 0.59, sold at 0.63, it is not guaranteed that the improved QR can bring the price back to consistent uptrend back to 0.90, so I rather just take profit as my target is reached

yea don't rush, imo currently the price is already considered cheap, but still has plenty of room to discount especially considering it is not way below NTA. if the price goes up before I can reenter then I will let it go, but if the price continues to drop further, then I will consider to reenter, maybe for longer period this time

no one can predict bottom, but with proper fundamental analysis, you can tell whether the current price is discounted (low), near it's instrictic value or above (high)

although all this cannot guarantee one can make money, at least it is the basic and proper way to do fundamental value investment, otherwise you are just betting blindly.

another improved QR ^_^ possibly the last QR before EGM

just no need to worry much in case the mother share price dip again like previously when C23 near expiring

@shivawerer, bankers who issue the CW loses more money the higher the mother price of this company when the CW expires, so bankers will tend to push down the price by selling it's mother shares when the CW is close to expire

C24 call warrant is expiring very soon (27-8-2021), don't panic if there is another wave of sell down by the banker

anyway, it is always good to know that this company actually worthed RM4, or even RM3, as those sifu claimed, it can serve as plan B in case the SCR failed. but this plan B definitely require patience and time for it to be materialized in the form of trade price

I am not 1 of those optimise that believe this company worth RM4 though, as it is not important if the price hardly materialized in the form of market trade price, I am just glad and positive that we all will be able to exit at good price of RM2 once the SCR go though without any accident

I am very positive that the SCR will go through, but nothing is 100%, I invest based on risk vs reward management

@500bilis, yes, the reward become lower and risk become higher when the price reached rm1.85 (esepcially for those portion that I bought at around RM1.6 during the panic sell)

regardless I already reentered yesterday at RM1.8, so I avoided loss of RM0.05 for that portion in this operation, will sell again if the price reach 1.85 again for safety purpose

retailers invest to earn money, not fight for justice

for retailers it is never about fair or reasonable, what matter is the implication of the outcome

managed to sold a portion at 1.85 today (Queue with 1 month good till date since BOD deliberation passed) ^_^ previously all in this counter rm1.7 and below

the rest hope for privatization go through for another 8% profit

there are so many other undervalue companies in bursa, not just mmc, some investors bought the others are making losses, simply because of bad market valuation, but nothing we retail investors can do about it, but accept loss.

as for MMC, be grateful that SM offer us an exit plan? you all don't really expect SM pay you at full valuation (of anything close) of this company right?