You will see negative eps soon! :)

Wrong. <1.50 haha

The world best luxury auto brand. Looking at its expansion, growth is definitely in sight. Once they clear off their debt, must be able to pay more div to shareholders. :)

Haha. Panic selling like mad. Lol. Chill chill :)

:)

Tomorrow will rise again. Don't worry :)

Aiya. All the bad news and how ppl expect it to have deteriorating q results already factored in lah at this price. Any positive news is meant for rebound :)

Keep it short. Good & cheap. Buying s400 at 100k. Who doesnt want? :)

Div coming :)

Another cheaper choice i.e. flbhd :)

This company possesses amazingly high roic and outstanding free cash flow. It is worth rm3 even if you ignore fy2015 results which are boosted by exchange rate. If you have faith in the management and their business model which is focusing on niche products i.e. RV., it is a great apportunity now for you to buy at a huge discount. The price is apparently deviated so much from its fundamental. :)

Nvr expect this at all :)

June sales number is out?

Technical correction only. Normal. Especially u see pattern like this i.e. dark cloud cover. Traders will take opportunity to sell now and enter again later at fibo retracement level i.e. 1.95 and 1.90. :)

Yktay, rmb few months back i was talking about interest rate cut by bnm? N u were laughing? :)

Good to know. Thx for the heads up. Will add more :)

Stockmanmy, plz share your thoughts. I am more than keen to know. You see gkent like crap. How about flbhd? :)

50% more than yoy quarterly div payout. not good? be thankful plz :)

Daikor saltedfish must be able to tell :)

As long as he is here, price will keep surging up :)

Saltedfish, last met you in hevea forum. Now you are here. What do you think about the upcoming q results? Any surprises?

Stockmanmy, how about other valuation model? Earning power valuation? Discounted cash flow? Why do you think that sum-of-parts with net present value is the best valuation model?

how about its cash? its debt? its earning yield? its roic? and its free cash flow most importantly. Analysis purely based on PE? I've been following your article and i am sure you can do better than that. This article is too superficial. Try to perform a calculation with dcf. You will find the value there.

Negative growing company? This is really the joke of the century :)

You are totally right bro. The drop is purely derived from sentiment that kyy and directors' disposal. Nth is wrong with the business. :)

Based on my dcf model, take 6 years average fcf as a start, assume 1-stage 3% growth rate, 10% discount rate, it is worth > rm2.5. More than 30% mos. Good n cheap stock. Why not? Again, if you question about its sustainability, only god can answer you. But if you want to play god and assume zero repeatability which is based on your "business acumen", nobody can stop you. Anyway, you are just beating around the bush like a pussy and nvr answer my question. Pick a stock with 100% assurance of repeatability. I think everyone will stfu by then. :)

You choose to follow your gut feeling over all the financial ratio in front of you. And you make syok sendiri assumption that it stands no chance to sustain its current business. I can conclude that your investment ideology has no difference from gambling in casino. Good luck in your investment journey :)

You pick a stock with 100% assurance of repeatability. I think everyone will buy in a heartbeat. How to ensure repeatability? Based on your gut feeling? Your 30 years business acumen? :)

You got so many grandmother theories. Why dont you share a bit on your stock selection? Be practical plz. Stop bs-ing with your syok sendiri story.

Onetonneman invest purely based on net cash per share???? Amazing strategy LOL :)

Stockmanmy, may i know why are you keep saying they are not able to secure any other contract? Plz talk some facts. Dont beat around the bush with all kind of grandmother theory. :)

Will consider to buy by early August. Plz go to 1.5 :)

Done talking nonsense. Now it started engine :)

Taiwanese throwing :)

Yup. I buying more :)

Mercedes Sales
2015 2016
April 938 1055
May 1152 1128
June 1222 ???
Total 3312 ??

Can CCB beat the fantastic results of Q2 2015? Will MBM give 11.2mil div to CCB? Will CCB give div to reward their shareholders? Appreciate comments from fellow sifu. If soojinhou is here, appreciate your advice as well. :)

Rm6 is in sight lah. Apalah sell :)

How u know they cant get contract? Your 30 years experience / business acumen? :)

Ezra, stockmanmy doesnt give a shit to numbers. He loves qualitative analysis. He said let bygones be bygones. He only look forward. Screw the history. Diff strategy from us :)

Why? :)

Anyway, its fundamental is damn good. Especially its fcf generation, high earning yield, and high growth. 5 years cagr about 20%. I don't have a crystal ball to predict how/when will they get more projects. I am a newbie. Dont know how to predict the unpredictable. :)

stockmanmy, i think no matter how strong your argument is, you can't fight insider news. somebody has it and he is going to be the biggest winner. Bolehland mah :)

>rm2.5 for me :)

Plz. We should be talking about rm2 n above :)

Opps. Yktay appeared. I am worried now. Whenever he showed up, price collapsed. :)

Red red red everyday. Lower low. Why? :)

Where is the q results???

Anyone panic sold today? HAHA

Uk exit to join asean LOL :)

Apa ni? Sell what? Brexit happens, msia will collapse? Kesm will close shop? Fundamental of the company will change due to brexit? :)