commonsense_

commonsense_ | Joined since 2019-02-05

Investing Experience -
Risk Profile -

Followers

0

Following

0

Blog Posts

0

Threads

18

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
18
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2019-05-25 17:47 | Report Abuse

Follow KYY Golden Rule Dayang sure drop.

Stock

2019-05-25 17:32 | Report Abuse

<RM 2 soon. Dividend the lowest among banks so should drop more.

Stock

2019-02-28 15:59 | Report Abuse

Perhaps a move to delist FGV, and return it to specifically for the wellbeing of the settlers, should be on the table.
https://www.nst.com.my/opinion/leaders/2019/02/464447/nst-leader-can-felda-bring-back-its-former-glory

Stock

2019-02-28 15:44 | Report Abuse

FGV privatisation more important after QR?

Stock

2019-02-28 15:42 | Report Abuse

Felda White Paper lagi penting with QR?

Stock

2019-02-28 15:38 | Report Abuse

Really BigPro advise. Wait 2-3 hours why cannot?

BigPro Be patient, just wait for QR before enter....
28/02/2019 15:35

Stock

2019-02-28 15:31 | Report Abuse

Director transferred shares bec want to sell more?

Stock

2019-02-28 15:29 | Report Abuse

QR release drop mean more drop?

Stock

2019-02-28 15:22 | Report Abuse

There got Melewar. Insas boss Thong Kok Khee stingy man how can compare?

Stock

2019-02-28 15:18 | Report Abuse

Up bec Zahid or BN preferred party?

Stock

2019-02-28 15:16 | Report Abuse

Good to see commonsense here.

Stock

2019-02-13 14:26 | Report Abuse

Buy when drop make sense?

Stock

2019-02-13 12:20 | Report Abuse

Why left out MBM promotion in E&O? Sold already?

Stock

2019-02-13 12:18 | Report Abuse

No more promoting MBM meaning already sold?

Stock

2019-02-05 10:52 | Report Abuse

Hi newinvestor17,

It is a mistake that Q1 2019 AirAsia hedged 48% of its oil requirement above current much lower oil price. By right AA should hedge more when oil drop to USD 50+ in Dec'18 and not during high oil price.

If you are looking to diversify your portfolio outside of AirAsia (due to its wrong hedging and relatively high valuation), I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.

Stock

2019-02-05 10:31 | Report Abuse

Hi amet2017,

It is Koon Yew Yin behind buying and selling so no need to announce to Bursa. However commonsense will tell you when directors sold they know bad things will happen to Carimin be it poor QR coming soon or contracts cancellation.

If you are looking to diversify your portfolio outside of Carimin (due to its earnings and contracts uncertainties) I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.