分批加碼是比較理性的方法， 之前好多此都是擔心錯過買入的機會， 可是事實總是告訴我總是還有更低的買入價與機會：）

kakashit,大方向影響應該不大， 長期前景我還是蠻有期待的。。。

謝謝分享

【解析】TUNEINS:CEO閃電離職，再見彼得.米勒
http://e-thg.blogspot.com/2014/11/tuneins-ceo-resign.html

thx rich, jus waited pass 2 day for the result... seat tight and wait for another month

welcome:)

thx kltrader, will try it out:)

welcome:)

13cent is final dividend, there is another 9cent interim dividend few months back

13cent, 26% of rm0.50 par value

haha, good for you, wish TTB can take opportunity to buy some good company

都有賺錢就好

still have 10%, not that bad, c u back real soon:d

most people burn, hang on there, bro

【解析】ICAPITAL.BIZ：牛熊交鋒中的避風港
http://e-thg.blogspot.in/2014/10/icapital-analysis.html

Cowboy, i thk even showing red, but this list is not that "terrible" compare to many counter

又是血花紛飛的一天， 這個時候才發現原來平時的準備和研究遠遠不夠。 手中經過仔細研究與跟進的好公司太少了， 現在手頭上比較了解的公司， 竟然跌的都不多。。。

Welcome, :p 希望大家找到好公司。

welcome:p

【業績】SCIENTX： Q4FY14 森德綜合， 是否還”升得“？
http://e-thg.blogspot.com/2014/10/scientx-q4fy14.html

thx jeckcw, your info is very helpful

是啊，週報， 7-11有賣， 我是訂網絡版的

some business having better used of money rather then giving all out as dividend. however, it depends on the management ability and business model it self. :D sure there is some good company with good DY with high growth.

in forum there will be many "post/帖“, 爬帖mean read it one page by one page....

Thx stockperator, CARG 15% to 25% is my aim. DY is what i can scarified with better growth 15-20%.
Bruce88, you are welcome:)

Bighunter, Return of Capital Employed i dun have it. you can try http://www.klsescreener.com/ to find out the list of company with good ROE， it will gv you some rough idea for ROCE(ROE and ROCE different only non Current Liabilities, if i am not wrong)

stockoperator, thx for your suggestion, will take in consideration.

maybe some of them PE is lower than 5, which is not recorded (wild guess）

haha, thx KC. by the way, i like your analysis very much, i learn alot from your sharing.

哈哈，bsngpg 加fb聊吧， 可能其他人對投資以外的話題沒興趣。。。
https://www.facebook.com/profile.php?id=100005541918992

haha, 周星馳-九品芝麻官

thx speedy boy, there is wrong calculation of liabilites, will correct it accordingly

人沒有夢想， 和鹹魚有什麼兩樣：D 只要不是“幻想”就行了

yes, 15% to 25% is personal target

who know more about the shareholder power of control in FACBIND? Dan Sri CLK only owned 30%, any unreason action possible stop by other 70%?

as a comman sense, normal businessman will not keep money in a bank forever(inflation), the worry will be they going to share it((dividend), used it( in good investment) or borrow it( to losing association/sister company)... lets wait and see

【業績】AIRASIA: Q2 隱藏在5倍盈利飆升下的真相
http://e-thg.blogspot.in/2014/08/airasia-q2-5.html

ien Han,
its normal for insurance, atleast for me. like what i said from my blog http://e-thg.blogspot.in/2014/08/tuneins-38cash-and-cash.html, it just like customer borrow you money without asking interest from you. vice versa their paying you fee to keep their money.only way they can ask you pay the liability is through "claimed". 380m cash and cash equal is more then enough to face any real time claimed.

Tuneins accident death claimed is 200k, a330 seat is 337, normal insurance take up rate is not more then 40% 。In worst scenario if full flight clash 337x40%x200k= 27m, with 380m cash(you can consider this cash is reserve for claimed and borrow from customer 1st), tuneins is still able pass the crisis, easily.

*rough calculation, if anythgs wrong please point me out.

Trading Volumn always low, most is long term investor other then goreng kaki, i believe no big thgs happen it is hard to fall back to 5.50

= =, now is over RM6, about fair value i suggest u can read KC chong ANALYSIS

http://e-thg.blogspot.in/2014/08/sceintx.html

學習中， 有不對的地方還請大家多多指教

BBB79, 主要是發帖提醒自己， 貪婪或恐懼必須以價值為依據。 希望自己不是“別人”， 僅此而已

Kcchong analyse is very detail, worth to read

scientx prove them self over 10 yrs, not by PE growth, but solid profit and revenue through sound management and expansion, this kind of record and future growth, i would feel even fair price under 15 PE

http://e-thg.blogspot.in/2014/08/tuneins.html

http://e-thg.blogspot.in/2014/08/aax.html

http://e-thg.blogspot.in/2014/08/tuneins-38cash-and-cash.html

sure you can:D everyone strategy and way of investment is diff, there is no right or wrong, i will all in at PE 10

air line is heavy cap ex, high sensitive(wars, virus, crash) industries, only a strong management can survive in this environment, and i believe air asia is a rule changer and pioneer of this industries. for me, low cost and create value of money is the trend in the future.