Fundamental Value trader / investor base on PE & PB. Anti technical analysis. targeting undervalue company and hoping for privatization (easiest way to earn money)
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2021-05-25 22:12 | Report Abuse
@Superb99 have you ever think that if all of us, the retailers believe with strong faith that the price is currently undervalued and should be valued at least 1.20 above, then no retailers will be selling back to them at lower price below 1.20 when they try to push down the price, then they will not be able to recollect at lower price and lose the game.
but this is only happen in the perfect world, which will never happen in reality because of fear and lack of faith, mostly by TA traders whose decision affected so much by trends, in which they will sell at lower price when the price being pushed down and allow operator to reenter at lower price, and repeat the operation between 1.0 and 1.2, as you suggested
2021-05-25 21:55 | Report Abuse
@bobochacha if you believe it will hit 1.20 (thinking that it is currently undervalued), why don't enter now? if not (means you have doubt that it is currently undervalued), why chase at higher price when it hits 1.20? I really don't understand TA trader's logic really most of the time.
No matter how operator try to manipulate the price, they are just screwing up with TA traders, they can see you (know where you queue at), but you can't see them. Why don't just invest by trusting that a share will reach it fair value imminently, whether short or long term, rather than playing never ending mind game with the operator
2021-05-25 15:18 | Report Abuse
@bobochacha listen to who ?? yourself. of course haha
2021-05-25 15:13 | Report Abuse
Actually every counter need patience if you want to earn money, unless u got lucky with timing, just enter and it goes up. imo investors need to be versatile in short / long term investment. Hoping for the most short term profit, but has the ability to hold for long if that is what needed. Most important is just to choose the safest counter, that is the best fundamental, most undervalued, which will have the minimal downside risk
2021-05-25 13:19 | Report Abuse
@johnzhang I don't think Malaysian market is dead, people are just because extra cautious at this time, it is good enough that the price is moving at correct direction now, need some patience. Result is good but not to the point of limit up (like choobee yesterday). Was expecting such movement today with this 4 EPS result, hopefully I am also correct that the uptrend will stay for slow and steady for longer period of time to reach fair value
2021-05-25 12:23 | Report Abuse
kemasukan retailers not enough to lift up the price kalau operator x mahu kasih jalan juga tu harga
2021-05-25 12:22 | Report Abuse
@Inv3st0r69 I don't think it is retailers' punya problem, operator yg x mahu kasih untung retailers cepat2. investors need to have patience, time and strong holding power kalau mahu untung from this elephant counter
2021-05-25 11:43 | Report Abuse
while MMC has 3045m share vs SURIA has 345m share 3045/345 = 8.8x 3% capacity, 26.4%. So this translate into MMC has almost 4x max handling capacity vs SURIA (per share). Please correct me if I am wrong
2021-05-25 11:26 | Report Abuse
SURIA is easily being overlooked for being much smaller company
2021-05-25 11:24 | Report Abuse
@probability to be honest I am not that deep into understand TEU handling capacity, but looking at it's past years QR records, which are almost double the EPS of MMC at that time, I have reason to believe SURIA has the potential to back to average of recurring 4 EPS per QR. as Sabah's main port business, I believe it will have some share in the current positive growth of port business.
This year SURIA has the worst EPS if compared to previous years, therefore the price is still very low as of now (RM0.825 during the lowest at march 2020 due to covid fear that time that), while at the same time, MMC lowest is RM0.45. Which mean MMC has recovered quite a lot while SURIA is still being low due to the slower EPS recovery
2021-05-25 11:06 | Report Abuse
don't forget to share some love with SURIA 6521 as well, this stock has very similar fundamental as MMC, similar NTA, same port business (same potential business growth and covid resilient), same 5 cent dividend, expecting similar EPS for this quarter as well. Good thing is the price is yet to move and quite far behind as of now. I just bought some at RM1.03 after locking some profit from MMC (which I all in previously waiting for QR that I had too high expectation)
https://klse.i3investor.com/servlets/stk/chart/suria.jsp
2021-05-24 21:12 | Report Abuse
omg, as someone who live in Sabah, I knew that the mall occupancy rate has been lowered during covid / mco, but previous quarters mall operations still not suffer losses, although not making significant profit anymore. Can't believe such a huge loss in mall operation during this quarter. So sad for asiapac, hope mall operation profitability can recover in future after covid is gone
2021-05-24 20:59 | Report Abuse
another thing I think worth mention is that few weeks of MCO 2.0 also happened at Q1, which shows that MCO won't affect MMC's ports profits. MMC is a company worth to invest while covid is still at peak at our country. While some of the other listed companies suffers huge loss every quarters and have hard time to recover themselves. MMC remains unaffected and still growing
2021-05-24 18:09 | Report Abuse
@moratorium definitely good enough. but I am just v greedy hoping for a limit up result haha
2021-05-24 17:53 | Report Abuse
in my honest opinion, not great enough to cause a gap up / limit up tomorrow, but enough to make sure the price moving in positive direction, slow but steady to reach potential fair value
2021-05-24 17:51 | Report Abuse
4.10 cent, decent enough QR, PE lowered to 7.71, live up to expectation
2021-05-24 15:36 | Report Abuse
non stop collecting at 1.11 today, insider still not collect enough, I suspect they will delay the QR to the end of the week at friday
2021-05-22 11:29 | Report Abuse
a rally before QR (if possible) is even better, would allow higher peak price post QR
2021-05-22 11:25 | Report Abuse
@sandcoffee actually the QR is needed just to catalyst the price to move in the correct direction, delaying another month is not big problem, as long as we investor got holding power to wait for our imminent target price. rebound at yesterday in amid of covid fear is great enough to ease the fear factor as least for a while, preventing it from moving downward while we are waiting for the final catalyst, a good QR
2021-05-21 17:35 | Report Abuse
yang penting QR nanti keluar cantik2 boleh sudah
2021-05-21 17:01 | Report Abuse
@Ogopogo maybe they bought some at 1.10, TA wise it is uptrend now, so who knows. uptrend = buy, downtrend = cutloss. that what TA sifu teaches us
2021-05-21 15:47 | Report Abuse
@abc333 cheers and wait for the QR
2021-05-21 15:41 | Report Abuse
so satisfying to see money coming into this counter amid of covid / total lockdown fear
2021-05-21 15:29 | Report Abuse
@aliyusof ya absolutely, FA ftw!!
2021-05-21 15:28 | Report Abuse
@abc333 hope u did hear me out just now and bought some at 1.05
2021-05-21 15:06 | Report Abuse
@abc333 don't so stingy la, buy at 1.05 la haha 2 cent more only ba, if today evening release QR then all too late already
2021-05-21 13:52 | Report Abuse
@probability thanks for the detailed insight, hope this will ease some of the fear selling of MMC shares
2021-05-21 13:35 | Report Abuse
@ogopogo true, overreact and thus induced TA traders decisions / stoploss / cutloss due to the TA thing. true investors should always believe in fundamental value and never sell at discounted cheap price, unless there is fundamental change or big issue like natural disaster or war that can truely and directly affect the business of the company. and talking of war, truce has just been archived today for the Israel/Palestine issue, at least for now, we don't have to worry for that anymore.
as of MCO, it is just going to happen, sooner it happens the better, let us just go through it for the better future
2021-05-21 12:55 | Report Abuse
seriously, what is the rational behind all these people's fear?
2021-05-21 12:55 | Report Abuse
MCO will lock down the port?? how many loss MMC suffered during MCO 1.0 that lasted for months? zero, zero loss and still making positive earnings. Only people with fear of no reason selling their share at discounted price cheaply at the market
2021-05-21 12:52 | Report Abuse
another thing funny I found when you mentioned mmc together with airasia. see what the different, mmc business is unaffected by covid, still making profits throughout the whole covid and previous MCO, growing NTA at RM3.12 currently, but market price is at RM1.05 as of now. While airasia, it is making huge loss every QR during MCO / covid, until it's NTA is at *negative* RM0.37 as of now, but people still buying it's share at RM0.81 with no sight of recovering anytime soon.
so funny people prefer to invest in debt company than company that is still making money constantly and with very good growing potential
2021-05-21 12:45 | Report Abuse
I am speaking as someone who has going through massive paper loss at march 2020, holding tight all my shares, still sleeping well like nothing happened and gained positive outcome at the end
2021-05-21 12:43 | Report Abuse
mco is not going to be forever anyway, everything will recover sooner or later, like previously, what is the point to sell in fear like what happened in march 2020? you are just selling your share in discounted price for temporary fear reason. we should learn from the past, not doing the same mistake. invest only with extra money, don't contra or borrow money to invest, make sure you can hold tight in fear crisis
2021-05-21 12:40 | Report Abuse
@ket4212 port business is unaffected by MCO, don't try to induce fear here, refer to previous MCOs, MMC EPS is not affected
2021-05-21 11:09 | Report Abuse
@superb99 today currently 1104 stock down, only 99 up, all about covid / total lockdown fear. nothing wrong with MMC itself. I am not trying to mislead, I am a fundamental investor (not TA), investing with free cash money, so definitely has the power to hold long. I never say that MMC will fly in short term future or anything in TA (which I don't believe in), but fundamental wise this stock is definitely worth to buy and hold until it unleashes fair value
2021-05-20 22:31 | Report Abuse
btw I am not saying that you are so powerful, just that you seems attempt to cause the price to fall so that you can collect more, unlike someone who has collected enough and hoping the price to go up all the way. I mean the motive behind your comment. just like myself or emsvsi (who only share positive reports), it is obvious we has collected enough and all in promoting the company so the price would go up, therefore benefiting ourselves, even if we are not actually that powerful, but at least that is what we are trying to do with clear and straightforward motive
2021-05-20 22:26 | Report Abuse
imo, eps above 4 cents is good enough for this round. repeat of 5.9 cents or higher will be excellent to prove that previous QR is not fluke and such QR can be consistent in the future even at covid situation, easily propel the price above the recent peak at RM1.26
2021-05-20 21:52 | Report Abuse
somemore, the recent selling preasure is certainly due to fear of covid / full lockdown, cannot be taken as indication towards bad QR
2021-05-20 21:49 | Report Abuse
@superb99 how do you explain the downtrend before the previous excellent QR release from TA angle? what I think happening now is that operator / insider is collecting for 2nd round of uptrend prior anothe good QR release, just repeating what they do previously.
with so many positive reports (shared by emsvsi), good QR is not just can be easily predicted, but it is almost consider as spolied.
what I think is fishy here is that you claim to be supporter of MMC, but most of your recent comments seems attempt to cause fear around here
2021-05-20 16:39 | Report Abuse
@tean2020 that is only estimated date, subject to change
2021-05-20 16:38 | Report Abuse
insider might delay it as long as possible however, to collect as much as possible pre QR
2021-05-20 16:37 | Report Abuse
@tean2020 I am not sure about QR release date, but hoping it will be ASAP to support and catalyst the share price to go up, best if today evening
2021-05-20 16:33 | Report Abuse
@tean2020 I mean the latest previous one, not the upcoming QR
2021-05-20 16:28 | Report Abuse
even glove counters is red now, unit trust investment has to put their money somewhere, business that is unaffacted by covid is the best option now
2021-05-20 16:22 | Report Abuse
they just try to cause panic, it is already reported that port business are unaffected by covid, which is strongly supported by the last QR
2021-05-20 16:21 | Report Abuse
those who say run before too late usually are those who already run and waiting to collect at market crash
2021-05-20 13:03 | Report Abuse
WPRTS RM3 vs MMC RM1.5 would make much more sense if just judging by their EPS. Not yet considering NTA factor
2021-05-20 12:57 | Report Abuse
@superb99 wprts result is good, but doesn't justified it's price which is almost 4x above MMC, somemore wprts price is 5x NTA while MMC is still way below NTA. not to mention 20 PE vs 10 PE of the same industrial. market is really bad at judging the price of these 2 companies
Stock: [MMCCORP]: MMC CORPORATION BHD
2021-05-26 10:57 | Report Abuse
@superb99 what I see similar thing (trend) happening is on 1/3 and 25/5, both the next day of a good result just released (also refer to trend of previous days of both day as a whole, "M" trend then fly), but that is just me being very positive, history may not repeat itself at all, we dont know what operator thinking, and what is their current position. and repeat again what I said before, most important is have strong believe in that the price is still very undervalue at this point