another gruesome results.

It's sad to note that LGE is not fit to be the Finance Minister. Too arrogant. Any good work done by the government has been undone by his mouth.

after Invest Malaysia forum, foreign investors run instead of investing. pun intended. lol

is Herbert and Alan Nga same person?

probabilty, PCHEM raw material is primarily gas based feedstock sourced from Petronas.

probability raw material of pchem is still cheap, next qtr results should be spectacular too:

https://tradingeconomics.com/commodity/naphtha
18/03/2019 11:18

If ur prediction on MYR is correct. U are better off by shorting USDMYR.

Phillip, i'm pretty sure u use Whatsapp :)

Trade war between the US and China is benefiting Malaysia's furniture industry.

Facebook.

Last year when it went down to USD120++, i didn't hesitate to jump in. My only regret is i should have buy more.

qqq3

what are the recent shares u bought?

its cheap.

PE 6x
net cash is 0.97 sen (58% of market cap)
ex cash PE is only 2.5x

seriously, 3iii...since investlah forum until here (10 years and counting) i have seen u preaching non-stop on buying high quality stocks day in day out. there are many many ways to invest ur capital. just because u have found one that suits your style and has been successful..doesn't mean everyone has to follow suit. if everyone just buy ur DLady, Nestle, PetDag, PBB...

i can safely say our capital market can close shop d. to all the business entrepreneurs, don't bother getting funding from the public. unless ur business is of high quality in the same league as DLady or Nestle, u won't have any interested private investors.

TTM eps = 25.57sen
At average PE 8x, FV = RM2.05

pretty good results, revenue this quarter is all time high.

its ok, let the panics rule. let them sell down more.

hope it drops below RM6

Can have a look at Hong leong industries.

probably due to Khazanah selling. nothing to do with fundamentals.

Bought a bit 5.45

Good to know that Phillip notices Hong Leong Ind.

mind to share your source? or your own speculative statement?

another stock call by calvin.

amazing!!

Tony is eager to buy from panic sellers

give calvin some breathing space. this quarter season has been tough for him...jtiasa, TA, eksons etc etc

excellent results, well done TGuan!!!

let's wait for calvin comments on the results

SAM is in full position to take advantage of the growth and backlog in the global aircraft market. Backlog is worth 3.1bil coupled with additional facility for LEAP-X engine casing manfacturing in Singapore which will begin contribution in FY2020.

One of a kind, just dumb dumb hold.

Maybank raised SOP TP to 4.60

Public SOP TP remains at 4.74

Both estimates quite consistent

Basing on a "well-respected" guru:

Why I will also sell?

I will also sell as soon as I see the company report less or reduce profit for 2 consecutive quarters. You must bear in mind that many company’s product or services are seasonal. I will not simply sell, when I see the company reported reduced profit for 1 quarter because its product or services may be seasonal.

I will also sell any of my holdings if I found a share with a better profit growth prospect than any stock among my holdings.

What is my target price for FLBHD?

Its annual EPS = 27.48 sen. Even if I based on P/E 10 which is very safe, my target price is Rm 2.75.

yes, long term stock. even at current price, yield is at 6%

"For the six months ended 31 December 2018, Intelligent Automation Group contributed revenue of RM73.0 million
and profit before tax of RM21.2 million to the Group's results."

This acquisition is the game changer for Favco.

O&G in play now

to those defensive investors looking to gain exposure to O&G can look at Favelle Favco

i used to own PCHEM many years ago when it was just listed. bought at 5.50 and sold it few years later. pchem has since grown stronger and stronger. to be honest, have not been following them closely maybe it's worthwhile to revisit again. the only thing is currently i have exposures to lctitan.

annualised revenue of 750mil against 1 billion market cap. amazing

calvin, i personally feel u are lil late in Dialog. Best times to invest in was 2-3 years ago.

growth stock is out of your circle of competence. perhaps stick to assets play suits you fine. Oriental, perhaps? Lol

over the last 3 years, FCF has exceeded 300mil. growing by 100mil p.a. it's really a cash cow this company.

i like being patient.

huh, did i see wrongly. 2 sen dividend?

Valuation wise, LCTitan is cheap. But bear in mind, they should trade at a discount to PChem due to PChem's feedstock cost advantage. LC feedstock is primarily naphta based vs. PChem gas based (which they secured from Petronas). Last quarter we can see the significant impact of mismatch between naphta feedstock cost against selling price. If you have a longer term view, the margin risk should gradually subside once the US ethane cracker starts commercial operation as LC would be able to diversify their feedstock structure from naptha based to cheaper US shale gas.

Favco is a top notch company. my average cost is 2.265.

that will re-rate the company multiples as a stable consumer stock. current valuation is not as such.

FCF is growing every year. cash pile is growing every year. minimal capex. perhaps management should consider deliver more cash to shareholders.

Phillip, i bet you have done your comparison between PCHEM and LCTITAN of which you choose the former. Mind to shed some light on your choice?

massive discount at current valuation, why not?

hi Phillip, what's ur take on Dialog? Any insights to share?

Analysts prediction quite consistent.

Maybank estimates at least RM200mil net profit.
Public Bank estimates RM200-RM260mil net profit.
Insider Asia estimation - US60-70mil net profit in first 5 years (RM240-280mil). Lower subsequently due to tax impact. Tax is exempted for first 5 years.

LPI is at fair valuation. 3x BV.

look at their FCF

do a simple DCF based on conservative growth estimates for its FCF

can't help to wonder on the timing..few articles written on AA recently