This blog has many giving negative impact of the coming Q3,who knows it may be the same case as KSL.

Actually I wanted to add more but with the trend like this I might as well wait for Q3 result first.

This drop is promoted by the suppose bad Q3,and if Q3 is really bad the effect may have been accounted for so selling at this price won't save you much.

Best buy will be after Q4 result.

If the coming Q is bad those who know will quietly unload instead of shouting in the forum.

From the last 20Qs only 2 are negative, How bad can it be ?

Good for all who bought @ 60-63.

From its business trend the earning won't be much different, however we should take notice that it can save extra 3 cts per share for the year from the lowering of its finance cost and that will improve its EPS.

Don't be misled by the analyst , he estimates the forward earning with EPS as 38.6 for FY2015 and 49.1 for FY2016, yet puts the TP as 1.79, believe it or not ?

What analysis is this , still stick to the PER as 5.5 which is history while the average PER in this sector is much higher, giving it a 7 would be more appropriate .

Warrants move like mother.

should be good.

It works well when we start with new bull.

Those were the days but the trouble is I was a bit scared didn't buy much.

Yes I remember I bought MBB @ 2.90, PPB @ 4.00.

So do you think that they will allow what they have built up in these five years to be destroyed ? Obviously they won't unless they run out of ways to prevent it.

Hi Dan , how are you doing, hope the market didn't hit you badly. As for Hevea I think the warrants may give better result; let's assume 10% profit growth for the stock, taking PE as 7 and the premium of 15% for the warrants, the price after 2 years for the warrants can be more than 1.90 which is a double but mother cannot with the same assumption because there is no premium for the mother.

Don't sell the wb so early ,it can be a double bagger in two to three years.

To crash it needs a black swan though there are plenty flying around none has landed, so it looks like a correction, a strong one may be.

At this price I would have bought some but I still prefer the warrants so I'm waiting for the warrants to be listed, it may be a better buy.

Bought some @ .90 cos it's crazy when market drops less than 0.1 % but this stock ( which has the potential of having forward EPS of 30 cts, PE less than 6 and with growth going forward ) just drops 10%, and of course warrants is still better than the mother.

Dont worry the stock won't die, assuming that the EPS for FY 2014 drops to 16 cts the FV will still be above 1.00.

Bought back some @ 4.14.

Like taking drug we are stuck , bull or bear we play on . BTW from now on it will be the 3rd year US election cycle which is always bullish so just play wisely, of course it's still good to keep some cash.

BTW the ex-bonus price should not be lower than 88 which is the price for PP after bonus.

I'm talking about the cost of the warrants not the value of the warrant; this cost can be calculated as (94.5-exbonus)/2x 7.

If ex-bonus is 94.5 then warrants is zero cost if lower warrants carry some cost.

So it's quite clear the first 2 months it won't be below 50 cents after which you guess, if the mother still below RM 1.0. It looks like retailers will cash out leaving the majority share holders keeping the RCPS.

In this case buying mother share @.94 is still cheaper than buying 2 RCPS to be converted to 1 mother later .

Bonus issue 1:1 coming.

Add some at 2.25 also, if drop to 2.11, will buy more.

Watch out for the share dilution it's from 300M to 480M shares excluding the warrants.

Share dilution will surface after 1 year ,for FY 2014 the PE should be around this level.

I'll , at 90 cents the forward PE is about 7.

Sold all @ 1.32 , satisfy with my gain after holding for more than 1 year.

To all who bought at high don't feel bad, at this price the forward PE is 8 , it may not be a good buy but is not a bad hold, besides the management may want to maintain it above 1.0 so as to discourage ppl from cashing the RCPS which is the whole purpose of doing this exercise , so cash your 25 cents and wait for the price to improve, you may just loose a small percentage.

Yes I started clearing when it hit 1.40 to as high as 1.47 and the balance at 1.33 one day before ex. Anyway this is not the pump and dump counter at least those who bought at high price still can get back 1.25 if not more . As far as I can see the game is over for the time being; the price will be kept at around 1.0+ so as to discourage people from cashing the RCPS.

Some people LOL at the wrong person (the strong supporter ) here ,for what I can see he still on the positive side at today's price.

It's crazy people makes buy call when the company performance is given the assumption that its profit increases 20% per year say for 2 years and that taking the PE as 10 can't come out to the price higher than the price today.

Good I still hope it moves up .

Can't help have to sell some for even my add on has been doubled.

Hi Dan market has moved up a lot and it's hard to find my ideal counters any more, at the moment I'm watching Amprop, Fitters and KSL trying to get good timing to sell and NOT to buy. The only counter I add on recently is Huayang, it's not as good as before but capable of giving 15% may be in about 6 months' time . You see I have to lower my expected profit in this time frame no more looking for mult-baggers like the above three counters bought more than a year before.

To all KSL holders ,cheers !

Boh multiple pun song chit tao chin kau lat !

Hi Dan I have reduced my holding of YOCB. I feel that it will take some time for it to move further and I don't want to leave too much of my money there without generating any gain,
besides, for long term the market may face a strong correction if not a crash.

Do not be too concern with BI or RI, It won't change the fundamental value, but take a look of its PAT from year 2009, it improved from 8m to 11 to 25,52,70 to 82m for FY 2013 and also the management is confident of double digit growth for the upcoming year . With this performance I would expect the price to be higher. BTW don't worry too much of the RI, if it's coming the price would be pumped up first.

In stocks, you buy when you know you can win not if you hope to win.

This is cum dividend price ,the actual cost today is 2.24 . If the CEO estimate comes true we can expect FV2015 EPS ( out in May 2015 ) to be about 34 cents or more, taking PE as 8 the price should be 2.72 giving a gain of 21% in 9 months , good enough or not ? you decide.

logically it should move up so take the drop as the chance to add more.

When will this company turn beautiful and shine , two years down the road or three, I guess during this long term wait there may be a market crash so why not wait for it before going in ?