Thanks again to #TheGardener for another piece of comments.

While TGUAN might be 'fully valued' in your opinion, many others still buying ...

You are right, can't just depend on PE ratio as PE is just one of the yardstick to compare.

Till I find another high qualify company, or when market when crazy, will keep TGUAN.

Trend is more powerful than fundamental, in short term.

A big thank you to #TheGardener for long comment above.

I'm not SIFU and so can't tell if TGUAN fully valued at T4Q PE13 while KAWAN (7216) currently value at T4Q PE25 and VS (6963) at T4Q PE32

Surprised to learn that Dato Ang sold 200k shares recently but should we be worry ?

PE13 to crashed into PE9 ? I'm seriously doubt it will happen unless market panic like FEB/MAR2020.

Malaysiakini: Beta variant from South Africa spreading fast - Health DG.
https://www.malaysiakini.com/news/577097

kena a boobytrap

Profit taking today.

Look forward RM2.30 within 10 market days.

New cases in USA has dropped to a new low recently but how come active cases remain so high ?

https://www.worldometers.info/coronavirus/country/us/#graph-cases-daily

Good QR.
Hold.

Some InOutInOut is good for fun... and good for some pocket money.

Buy on Weakness.
Sell on Craziness.

Wow! Big news!
Next trading day UP or DOWN ?

What if QR not as good as expected ❓

Grab some at 1.95
Wonder will it breaks 2.1* in near future?

I guess it depends on upcoming QR

Not quite possible to hit RM5-RM6 in near future.

next 12 months can reach RM3.50 already very good

Got chance to buy again at 1.9*❓

Well done KAWAN... I miss you at 2.01

Panic ⚠️

Sold at 2.00~2.01 yesterday and will buy again on weak market, next round will hold longer term.

Let's wait for next QR to decide when to sell.

a) Next 3 weeks
b) Next 3 months (wait for another Quarter to decide)
c) Not within next 12 months

Still too expensive....

Buy low
Sell high

simple logic.

Human tend to work on emotions

Low, scared, sell.
Uptrend, excited, buy.

I have sold all TOP GLOVE and SUPERMAX a day before it shot up yesterday.

I was scared by the Down Down Down.

But for TGUAN, I have hold it from 2.30 to 1.95

Different confident level.

@LossAversion @Pinky, i am a dumb uncle, but dont look down on those dum aunties. It depends on shares. Look, expensive shares like Scientex and PPbank would give more opportunities for play if there is bonus issues.....and eventually the value of 8 slices and grow higher in value towards more than the original 1 piece!!!
13/04/2021 10:11 AM


@LossAversion addressed himself as "uncle".

Both using almost same material....
Karex overvalued?
Glove overvalued?

CNI is definitely overvalued at PE 246 now.

What is the real IV of Supermax ?
It seem too cheap. It also seem too expensive.
Uncertainty of ASP and Covid.
RSS and Call Warrant are great tool for IB, not for us.
To buy or to sell, like gambling now.

https://www.reuters.com/article/us-health-coronavirus-who-pandemic/coronavirus-pandemic-a-long-way-from-over-whos-tedros-says-idUSKBN2BZ1SF?il=0

世卫的看法。

https://www.reuters.com/article/us-health-coronavirus-who-pandemic/coronavirus-pandemic-a-long-way-from-over-whos-tedros-says-idUSKBN2BZ1SF?il=0

世卫的看法。

Haha, enjoy the process mah

Buy low sell high
Repeat the process

DIY may be waterfall soon but GENTING might be heading north

Sold at lower target.
Buyback next week, if can to 1.90

many u shape recently despite vaccination started early this year.
IB changed their view on glove?
https://covid19.who.int/

The dead returns...

https://www.thestar.com.my/business/business-news/2021/04/07/revenues-of-plastic-and-packaging-makers-to-rise-across-the-board#.YG008IdZuOk.twitter

Sold at low price, sad when price up like this.
Fear rules - sure lose money.
Excitement rules - high chance lose money too.

Touched RM2.50
Consolidate again, heading RM2.80
Then I can start selling

Consolidate before next climb, to sell some at RM2.80

Start selling;
Give chance for others to come in...
When price up, % portfolio goes up, exceed my target 33% as max for single counter.

US CBP HKeX - could be 'related' ?

Listing cancelled and US CBP no more problem?

Meanwhile, will low gets lower next week or rebound to RM5.00?

We wait and see la...
Heartbreaking for those average down from high floor.

TG on Shopee is https://shopee.com.my/thongguantrading

Kenanga TP RM3.00

https://klse.i3investor.com/servlets/ptres/59161.jsp

What happened ?

ROE dropped from ~15% in 2014-2015 to ~5% in 2019
While share price peak in 2017....

Comparatively now RM1.90~RM2.00 not too expensive but ROE at single digit level, not good.

https://klse.i3investor.com/servlets/stk/fin/7216.jsp?type=ttm

Buy and sleep peacefully

https://www.thongguan.com/financial-highlights/

Not sure if related to TGUAN

https://www.plasticstoday.com/resin-pricing/weekly-resin-report-supply-shortages-and-soaring-prices-put-processors-edge

A boring counter could be a good investment, if enter at the right price.

waiting to offload some at RM2.50

weightage too high on whole portfolio, > 33%

Haha, sold 1/3 only it goes up.

If sell another 1/2 then everyone happy.

Good company + overpriced = Sell
Bad company + Underpriced = Buy
Good company + Underpriced = MUST BUY

Good video
Good sharing on TGUAN analysis
He made this video in Oct 2020 and said will only enter after price retracted between 2.00~2.30.

https://youtu.be/F1SCRdnj2SY

I love GENTING.
Sell it when UP UP
Buy again when DOWN DOWN.

Holding long term might not be great strategy FOR ME.

图，是人【设计】画出来的。

So many people encourage hold long term, really have to think twice before selling now.

Bought PBB more than 10 years ago, sold all for small gain.
Regret? May be.... Let it be.

Repeat same mistake twice ? perhaps.... human nature.
Try not to...