everyday can see Mabel cheering.

if u dont mind sharing, what is ur average cost in Serba?

Boeing plans 737 MAX production restart by May

https://klse.i3investor.com/blogs/kianweiaritcles/2020-03-25-story-h1485638539-Boeing_plans_737_MAX_production_restart_by_May.jsp

why are u so fixated on YTLP even though u have no exposure?

have a bit more patience, u will see Jaks at RM1

it's true, any extreme swings would inevitably pull by the force of gravity to its mean. we, as investors, to succeed is to take advantage of this wild swings albeit with a longer term view than the general market.

all the best to you, Mabel

Mabel Wah everyday climb 10 %

How nice...

Meow
24/03/2020 9:03 PM


give chance la...

am still waiting to buy below RM1

by the way, for your information, there are plenty of companies that are cash rich with zero debt. some with cash position more than 50% of market cap

guess you need to look harder dude...

and one more thing, don't let the share price influence your stance so easily

Posted by jackson88 > Mar 22, 2020 6:55 PM | Report Abuse

I am looking to hold for at least 3 years. Looking for any cheap counter that have yield at least 10% now. And must have tons of cash in Bank to Survive. So far, I found this Mah Sing, E&O, Lotte Chemical Titan, Deleum,

Posted by jackson88 > Mar 22, 2020 6:58 PM | Report Abuse

I am hoping to buy at 30sen and then sell RM1.50 in 5yrs time

Posted by jackson88 > Mar 24, 2020 4:03 PM | Report Abuse

I bought yesterday at 31.5sen yesterday (5000 lots). Not sure whether to sell it for a quick profit today ....34.5sen now


can't help myself to pick u up. it's a fascinating insight on human psychology at a given moment

@tew66666

you must be losing a lot of money in YTLPower

Yes Mabel, you do have your own niche investing in restructuring situations. Best of luck to u!

every businesses will in certain degree gets hit, its a matter of how severe is the impact directly or indirectly, as overall consumption will be low.

looking at the question that u asked, i suggest that you stay away from the market.



Posted by RainT > Mar 14, 2020 5:06 PM | Report Abuse

If US wide spread virus

still have high demand for furniture? still have people have mood to shop furniture ?

Mabel, u sure u have invested in great companies at good prices or instead invested in mediocre cum gruesome companies at great prices?

and the price went further down to 52sen.

how is ur conviction now?

i sleep well at night. even though all 38 stocks in portfolio in red.

maybe its Choivo buying

Posted by uptrending > Mar 11, 2020 9:48 PM | Report Abuse

Very strong buyers emerged the last 2 days.. Buyers queued accumulatively 500+ K shares @ 1 buying bit..

damn, so fast rebound one

i just missed out JHM

bought more 2.65

HL target price 4.37

i believe the fair value is around there

bought more 1.56

my 3rd or 4th largest holding

if it ever drops to RM3. i will prematurely withdraw FD and buy

@Rain

i'm on same boat with you too. my cost 1.60

given the very low rates today, dividend yielders are good proxies for bond-like securities

Li lu is endorsed by Charlie Munger

if he recommended this book, then it's a must-read

Ah yes, i went 2 weekends agp. It was quite crowded to be honest. It's pretty packed than i imagined.

Perhaps it was due to Genting members getting one night free stay. im not sure

To put in perspective,
i have to queue 3 hours to have my meal at the restaurant Beauty In the Pot. having said that, there was no queue for Lobster restaurant. haha..

Half sections of the casino was closed down. The other half was damn packed, especially the elders.

99% of the crowd are all locals. i dont think i bumped into any foreigners.

so yeah, it definitely not as quiet or empty as claimed

then again, im not sure if thats the case during weekday


Posted by Outliar > Mar 6, 2020 3:22 PM | Report Abuse

@Fabien Inefficient Capital Allocator,

What happened to your Genting casino report?

very easy to conclude in such market sentiment

Flintstones This counter proves got cash and free cash flow does not mean you will make money
04/03/2020 5:43 PM

Take a look at this perspective

Texchem market cap is 52million
Latest operating cash flow is 75.6million
Adjusted for capex, free cash flow is RM53mil

One year generation of FCF is equal to the entire market cap

at this price, it is a steal

Mazda overpriced? Perhaps you are not their targeted segment

Better stick to myvi car.

if you think we are in for a prolonged bear market, then what are you doing here?

i see desperate measures to collect at 61sen

Liihen

EPS 43.53
earnings growth 37%
revenue growth 4.5%
EBIT margin 12.8%
Profit margin 9.4%
ROE 22.5% (very good)
ROIC 46.5% (very good)
Cash yield (based on 2 years average FCF) 15.3% (very good)
Net cash 0.72sen (25% of market cap)

now let's look at valuation

PE 6.7x (super low)
ex cash PER 5x
P/BV 1.4x
P/FCF 6.5x (super low)
EV/EBIT 3.7x
Earnings yield 27%!!!

DPS to date 15.5sen
Final dividend due to announce in April (based on historical precedent)

Icon, have a look at FPI

11th consecutive quarterly profit growth. impressive

19.34sen EPS, highest recorded over the last 3 years. 30% y-o-y growth

20x PE is not unreasonable

highest earnings ever recorded

EPS 43.53sen!

perhaps special dividend to be announced later

4 year average PE at 12x

say, valuation at this historical mean, 38.83 x 12 = RM4.66

and to factor in net cash of 47sen

current PE is cheap

quick glance at the P&L would tell u that there is RM50mil operating profit with RM18mil net profit attributable to equity holders

EPS is 2.89sen

earnings would have been higher if not impacted by one off impairment on goodwill, receivables & investment properties.

on the flip side, these impairments/provisions contributed to massive increase in operating cash flow from 34mil to 226mil

Bought at 0.69.

At this price, downside is limited. Just need a bit of patience.

cashflows have been very good

FCF 27mil this year. cash yield approximately 9% on current market cap

net cash 50% of market cap should in theory provides a floor, capping the downside

but well, human sentiment is unpredictable. and we investors are not here to predict human psychology

in less than 2 months time, i will get 11sen dividend

what i had is a hardcopy.

but what i can tell, the main difference between CIMB and Kenanga can be attributed to the discount factor to the computed RNAV. it's a matter of perspective really

both came up with RNAV of RM3 though the valuation of individual businesses are different as methodology is different. Kenanga with 30% discount v. CIMB 50%

that's the beauty of investing. valuation is an art.

we can't discount the fact that there are uncertainties, which i have already mentioned. it all depends on how you weight those risks v. benefits

at this price, what does it implies? what are the market expectations ?

that's the hard part that we, as investors, need to find out.

i also had a report by Nomura, which i had obtained from Muhibbah investor relation, with a TP of 2.43 with a 20% discount factor.

for defensive play

Bought a bulk at 1.68 in the morning

FPI is 5th largest holding

you can say my statement is incomplete

but DONT u dare to accuse me of malicious intent

ozymandias There is exclusivity clause for Phnom penh and sihanoukville. Please read kenanga report and don't blindly say things.

depending on what perspectives you have,

for example, Kenanga TP is RM2.35 while CIMB is RM1.50

but what is certain that sentiment would not improve unless the uncertainty surrounding the airport concession is cleared

the key issue is that the concession agreement does not have exclusivity clause. there is a risk of premature ending of the agrement when the new airport is completed.

anyway, right now the immediate concern is the negative impact on tourist arrivals
the lack of chinese tourists are expected to trim 0.5-1% of Cambodia's GDP

for hygiene purposes, given the current outbreak, garbage bags should be in great demand

what's important is next year profit

coming quarter is less relevant in my view

0.9sen is the new norm

annualised 0.36sen. forward PE 20x

What makes u think it will grow at MUCH (emphasis) slower pace.

The noise surrounding Boeing 747? or the coronavirus?

included Panamy in watchlist

1billion market cap