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2014-08-26 12:02 | Report Abuse
OR price + 60 cents can be quite close to the ICULS estimate. I guess it shouldn't be more than 1.80 ( please note that it's my guess only ) Best is decide how to invest after ex-right.
2014-08-25 13:08 | Report Abuse
You need to pay rm 1.00 for 1 icul but you can get back about 35 cents by selling the warrant as for the ex-price of the mother it's anybody guess.
2014-08-24 16:50 | Report Abuse
Sorry typo error ROI not AOI
2014-08-24 14:32 | Report Abuse
Well, I always estimate lower ( to be safer ), anyway hope that I'm wrong so that the price can move further and even my estimate is correct the price still can move further because of its rising momentum, so all the best to all still holding Tguan.
BTW do try to estimate the gain ( our AOI ) after FY 2017 using 15% increase in earning and PE as 9. My estimate is 8% annual gain, of course still better than FD but what if the increase is lower than 15% and PE is not 9 ?
What I'm trying to imply is that it's not that undervalued anymore compared with the value two years ago when we were the few strong supporters of Tguan . Hope you get my message and please don't think that I downgrade Tguan. I'm still watching it especially its OR and the ICUL.
2014-08-23 22:30 | Report Abuse
Tguan has reached its FV, to check why not try to figure out what will be the value giving it 15% increase in earning and PE ratio of 9 up to the year 2017.
2014-08-23 16:11 | Report Abuse
Johotin is not a bad stock I cut down my holding cos it'll take some time for it to shine again and I'm not leaving my money there for nothing in near term. For long term investment I prefer to do so after market makes a serious correction.
2014-08-21 13:53 | Report Abuse
Should avoid any share that we have to wait for long term to see good result for there may be a market crash during this long wait, why not enter after the crash if any.
2014-08-21 13:45 | Report Abuse
Sold 70% of my holding with the loss of 3 cents per share as it will be a long term hold to see good gain from this stock;
2014-08-19 22:00 | Report Abuse
This is like 25 cents special dividend but giving us a choice of taking the cash or in the form of RCPS,if more opt for RCPS the the cash will remain in the company and hence won't affect the NAT and cash position.
2014-08-19 12:42 | Report Abuse
Seal has made a big jump from 70+ it has to take a rest before continuing the move ,the longer it rests the higher will be the rebound , just be patient.
2014-08-19 12:33 | Report Abuse
Fitters hits all time high, cheers !
2014-08-18 09:25 | Report Abuse
sold all @ 2.89 , very happy with the investment of Tguan.
2014-08-17 23:44 | Report Abuse
Both won't increase the FA value but the stock liquidity can be improved and that is good for Brem.
2014-08-17 23:35 | Report Abuse
shoots above 0.325 will be the 3rd wave and expect a few cents from it.
2014-08-17 18:11 | Report Abuse
The rise recently is fantastic, there must be some good news so just wait for it before making any decision.
2014-08-15 23:57 | Report Abuse
I bought below 2 , when last Q4 results out lots of holders ran but I didn't as I believed the negative Q4 is done on purpose . To date I have not sold a single unit and I'll wait for the coming Q2 report
2014-08-10 18:10 | Report Abuse
You can survive if your stocks become more undervalue when the market makes correction.
2014-07-30 12:32 | Report Abuse
How can you sell when it just started its move after waiting so long.
2014-07-30 11:17 | Report Abuse
Cheers to all Johotin supporters , Johotin starts its uptrend .
2014-07-23 09:14 | Report Abuse
One plus point of Huayang is its CEO who has been groomed from young to take helm .
2014-07-21 22:00 | Report Abuse
As l said before if the next Q is good it will be hard to catch.
2014-07-21 21:45 | Report Abuse
I think can be more than 1.30, happy for all members here, cheers !
2014-07-21 09:36 | Report Abuse
Tony regarding Tguan I think the upside is limited we may not gain much in buying further.
2014-07-20 12:25 | Report Abuse
It seems that someone has already concluded who did the shoot down mind that it's not that simple why not take a look of these conspiracy theories
http://thecrux.com/the-very-latest-on-the-crisis-in-ukraine/
2014-07-20 08:20 | Report Abuse
I think is quite safe at this level after all we still have 7 sen dividend coming , may want to add some more to average up, as I said taking PE as 8 and forward EPS as 33, TP can be 2.60+.
2014-07-19 18:17 | Report Abuse
Let me share my experience about Hauyang ,I started investing from early 2012 and sold all just before last bonus but I bought back some @1.89 after its Q4 result which is above my expectation, now after its Q1 FY2015 result I feel that I should have bought more . I believe the price still can improve further and its PE should be around 8 based on its forward EPS.
2014-07-18 09:51 | Report Abuse
MAS last 10 flight has been diverted from the conflict area why this ill fated flight was directed back to the conflict area. Who directed it ? May be KIEV should give the answer.
2014-07-17 11:22 | Report Abuse
no Bonus is better else the shares will be diluted, without bonus and taking its historical PE of 8 on its FY2015 earning the TP should be around 2.80.
2014-07-12 23:43 | Report Abuse
Just look at it in this way, if the 4Q is normal like before as 4-5 cents its EPS for this year still will be 35cents or more, with this forward EPS the price should not be around this level, what if the 4Q earning turns out to be like that of 3Q then imagine what will happen to this rocket.
2014-07-12 17:09 | Report Abuse
It may peak for the moment but what if the next Q is just as good ?
2014-07-03 20:52 | Report Abuse
From the P&L statement you can see that the gross profit is 1.428 M, the total expenses 2.488M and the finance cost 0.172 M that gives a trading loss of about 1M+, the positive earning is because of some legal claim from its formal management, also pay attention to its Q2 result , it's not too impressive .
2014-07-03 12:29 | Report Abuse
Just to remind that its Q3 trading is a loss.
2014-06-30 13:01 | Report Abuse
Well , the 2nd wave is here, ride on !
2014-06-28 21:14 | Report Abuse
It's fantastic the price has doubled and yet the PE still below 8 .
2014-06-28 10:50 | Report Abuse
Well good for us who have faith in YOCB anyway if being taken over and the offer is good then we might as well exit and start looking for another potential .
2014-06-27 23:03 | Report Abuse
Dan I'm sure you still have some YOCB ,heard any good news ?
2014-06-26 10:22 | Report Abuse
Logically the management would prefer more LA being converted into mother so as to reap in large sum of cash without doing anything , guess they have to maintain a good price for mother so as to entice more LA conversion.
2014-06-23 19:02 | Report Abuse
It won't drop too low to reduce the arbitrage I think it'll be maintained at certain level to entice the LA conversion .
2014-06-23 17:00 | Report Abuse
From the trading pattern , yes it's down trend but I think it is still too early to call off the play, anyway I can afford to hold as my holding cost is low.
2014-06-23 16:47 | Report Abuse
Where is the stale bull ? The stock just moved up recently and there is no overhang how to get stale bull
2014-06-23 16:09 | Report Abuse
All holding Seal will enjoy the show today, Cheers !
2014-06-23 15:41 | Report Abuse
4u2c this is a well plan play I doubt it will end so early , I guess it may end with Wa in money if true, guess what would be LA and mother, just hope my bet is right and make some money, anyway I hold down my exposure as it's a speculative play.
Stock: [TGUAN]: THONG GUAN INDUSTRIES BHD
2014-08-26 12:14 | Report Abuse
BTW this can be the FV of the ICULS but I'll invest only if I can get some safety margin.