SincereStock

SincereStock | Joined since 2017-05-25

Investing Experience Intermediate
Risk Profile Low

Value trader. Anti technical analysis. targeting undervalue company and hoping for privatization (easiest way to earn money) PB & PE are core convictions (quality details with future prospects)

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User Comments
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2024-02-23 10:17 | Report Abuse

no volume yet, many other hot QRs released yesterday, market attentions are being else where. good, safe and easy play here lol, just wait volume come only. direction is no doubt as it is proven to be bottom for whole year reflecting bad QRs (last one which is even negative)

still cannot believe someone sold to me as soon as I put that 2.68 buy order, thought need to rebut till gap open like other counters with good QR

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2024-02-23 09:05 | Report Abuse

finally~ bought back a few at 2.68 today. thank you whoever you are who willing to sell to me. good deal. price has been stagnent for almost a year. uptrend is imminent with this QR as catalyst

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2024-02-23 08:50 | Report Abuse

remove liao :-(

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2024-02-23 08:45 | Report Abuse

5k 1.02 buy lot wow, better don't remove itself before open market lol

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2024-02-22 17:24 | Report Abuse

forget about sentiment thing that come and go, MCEMENT result just released and break new records. consider both MCEMENT and HUMEIND already got rally previously, there are risk of profit taking there. proven by HUMEIND these 2 days.

so investors, if you are interested with good fundamental cement company, where else you can go? CMSB here are still doing cheap sales due to temporary sentiment issues

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2024-02-22 16:38 | Report Abuse

I understand if there are already uptrend rally previously and people want to "sell on news" but there are actually none lol

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2024-02-22 16:34 | Report Abuse

imo not nescessary I think, 0.98 / 0.99 also good enough, instead I hope no other super QR announced later this noon that taken away the attention.

by the way, I really don't understand what in mind of sellers at 0.98, you guys could have easily sold earlier at 0.93-0.95 range without needing to wait and bet for the QR. now the QR annonced to be good and you guys settled just for another 3% profit?

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2024-02-22 16:03 | Report Abuse

@TiffanixLVxHermes hope so hehe

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2024-02-22 15:59 | Report Abuse

@TiffanixLVxHermes ic seems like you have collected for quite a while then (so far no volume transacted at 0.97 yet) RM1.30 not imposible I guess since NTA also above that, let's see how thing unfold, gd luck~

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2024-02-22 15:49 | Report Abuse

back to fundamentals, autoparts, regardless which part seems to have announced better QR so far due to improved automotive sector of our country. NOTION today has garnerned the most attention with 30m value transacted so far as of today

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2024-02-22 15:46 | Report Abuse

alright just hold lo, guess that RM1 block just now has caused psychological fears for sellers to sell at 0.98 level for the rest of the day. need to wait tomorrow at least for more people to notice this QR announced at today's afternoon

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2024-02-22 14:46 | Report Abuse

@Fundamental Trader not cleared, removed itself, better than no anyway

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2024-02-22 14:38 | Report Abuse

if cannot get RM1 I decide give up move on already

now first thing need someone to remove that 4.5k leftover huge block

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2024-02-22 14:36 | Report Abuse

@TiffanixLVxHermes hi there you here too haha~ u also queue ka just now T price, I queue in front 1.00 only don't want risk already rebut can heart attack

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2024-02-22 14:34 | Report Abuse

bought a few at RM1 lol everyone rebut mana tahu RM1 sana ada 5k lot huge block, regardless, I think with this 3rd improved EPS has stapled his fundamental, easily revisit last 3 months peak at RM1.1

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2024-02-21 22:34 | Report Abuse

what I see is Taib family issue already factored in the price for quite some time already, his leave today is also not a surprise, I agree market sentiment don't like the news, but then back to business, QR is just around the corner, let's just wait and see

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2024-02-21 17:33 | Report Abuse

this is a well established company, yet you still want his father to carry forever? just like you a grown up men

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2024-02-21 17:30 | Report Abuse

better you elaborate ja how cannot already realistically lol

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2024-02-21 17:29 | Report Abuse

cannot already mean limit down liao, down 1 / 2 cent also consider cannot already a?

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2024-02-21 16:57 | Report Abuse

1733 lot 1.02 sell offer withdrawed 5 min before market end takut kena sapu ka haha macam sengaja press preclose down to 1.02 ja

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2024-02-21 16:46 | Report Abuse

@curiousq market say otherwise lol 1 / 2 cent drop only with strong support, somemore during klci index retraction day

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2024-02-21 16:20 | Report Abuse

how to replace? you think sunlight robbery a? put all CMSB assets into SCIB?

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2024-02-21 16:19 | Report Abuse

@ocbc meh, SCIB negative PE and still above NTA despite price already waterfall lmao
see how small and bad fundamental that company want to replace CMSB?

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2024-02-21 15:23 | Report Abuse

despite HUMEINE and MCEMENT are the hot potatoes now. CMSB still got better NTA discount, better PE and better DY lmao

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2024-02-21 15:21 | Report Abuse

1 concern is that gov no longer give priority to the company, nevertheless, they also already take away it's cement monopoly at Sarawak, the news is half year ago and already priced in I believe. what else important now is the management of the company and profitability of the business onward.

very keen to see next QR as cement business is good now

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2024-02-21 15:18 | Report Abuse

@sivapakiam311056 who get the company shares doesn't matter as they are not the one to run or make decision for the company, NAIM on the otherhand have to problem to rise up to 5% intraday today albeit the same news.

by the way @sivapakiam311056 I see you have been so loyal with this counter (only commenting on this specific subforum for many years already) looks like you are very certain with how much the actual value of the company :-)

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2024-02-21 10:06 | Report Abuse

@BurungPipit overlooked the meaning of your message just now and just got read the news from FB. it doesn't affect fundamental of of company and if anyone intentionally lower the company price today is a disrecpectful act and I believe nobody would intentionally do that, maybe some fears in retailers but I think it has been well absorbed at 1.02 already morning just now

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2024-02-21 09:03 | Report Abuse

last QR is affected by phosphate losses, hopefully this QR will be better as cement business is good now

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2024-02-21 09:00 | Report Abuse

reentered today at RM1.03 after leaving the counter at 1.05 around half year ago. decided to buy this counter as it is more "grounded" and fundamentally undervalue while people are focusing on MCEMENT and HUMEIND.

Taib family issue should have been overplayed and doesn't actually affect the fundamental of the company

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2024-02-20 15:13 | Report Abuse

by the way, I also realise that half it's NTA is made up by intangible assets

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2024-02-20 15:08 | Report Abuse

hope someone can kindly give me some good insights for enlightment here~ thank you

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2024-02-20 15:07 | Report Abuse

I am a little confused here

first of all I am not an investor or follower of this counter. I had a glance over this counter this 3 months ago during it's previous QR announcement, at that time, I overlooked this counter for not realising there are share consolidation 1 month before the QR announcement, due to that at that time I am misjudging the counter to be overvalued (misjudging it's price at 2.5x higher value). it should have been a fairly good QR otherwise. but then price dropped from 2.6 to 2.3 since there.

today it's price back to 2.6 price level, this afternoon, by reading it's just announced QR I just realise the share consolidation taken place due to it's adjusted NTA. considering to buy some this time, but then also realising it's QR is actually not as good as the previous one at the similar price level. so I hesitated and didn't make any move

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2024-02-20 14:43 | Report Abuse

@Eric Lim I don't have ticket how to sell lol I am serious with my question doing study here

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2024-02-20 14:30 | Report Abuse

good QR? isn't it worse than previous QR while oil price is better during sep to dec (current QR) than june to sep (previous QR)?

someone please correct me if I am wrong

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2024-02-20 12:22 | Report Abuse

@TiffanixLVxHermes

"cons:
low demand = lack of attention = low momentum"

"expect coming QR will be better than last QR"

above problem (cons) will be solved as soon as a better QR announced

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2024-02-16 17:38 | Report Abuse

hmm, seems like today's buyback wasn't done during preclose :-(

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2024-02-15 23:13 | Report Abuse

there is no catalyst to push it up 0.7x before QR release, unless the result is leaked and is actually good

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2024-02-15 23:12 | Report Abuse

@TiffanixLVxHermes imo it all depends on next QR, if result is good, 0.7x is easy, 0.8x also not impossible

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2024-02-13 15:52 | Report Abuse

I would stay out from this counter until next QR released, will decide whether to reenter or not by then

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2024-02-13 10:00 | Report Abuse

nice up 3% 1st day bursa after cny, potentially QR play this time?

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2024-02-07 23:12 | Report Abuse

o yeah another guess without refering back to the records, they do have habit buy back at preclose right? haha perhaps that's it

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2024-02-07 23:10 | Report Abuse

@TiffanixLVxHermes just had a glance back over the recent records, not quite sure what is the hints. just notice the higher the price the lesser the buy back? which is right thing to do I suppose.

I don't think they want to push up the price through buy back anyway, just supporting is good enough, let the market push the price itself up would be a better way to also preserve more value per share

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2024-02-07 17:19 | Report Abuse

lmao share buyback at preclose prevented me to cut queue to top up a little more at 0.625 lol terus make the counter gap close at 0.64

been wondering who the heck doing that buying 1k lot at 0.640 until official buy back announcement

buy back has not been that much per day recently

luckily only queuing at 0.630 first liners and not kena trapped at 0.64 price lol

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2024-02-07 15:05 | Report Abuse

SYGROUP got newly improved recent DY too btw ^_^

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2024-02-07 15:03 | Report Abuse

@TiffanixLVxHermes better don't get distracted by it's DY while it's revenue / EPS getting downhill, better wait for it's next QR first for further speculations~ price uptrend along with revenue / EPS downtrend a little doesn't make sense there~ just my 2 cents ^_^

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2024-02-07 14:29 | Report Abuse

@TiffanixLVxHermes gd luck~

btw I am not interested with FM seems to be quite fair value already comparing to SYGROUP or HARBOUR (refering respective NTA & PE). I would prefer a 0.75 SYGROUP or 1.38 HARBOUR (it's recent peak where I managed to offload a few of my total stacks) than 0.60 FM lol

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2024-02-07 13:57 | Report Abuse

previous catalyst "red sea crisis" lasted too soon

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2024-02-07 13:55 | Report Abuse

@speakup wait for catalyst aka next QR

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2024-02-07 12:32 | Report Abuse

regular share buybacks here also a bonus for it's stability from going downward and good show of confident by the management