this is interesting

Why PE of 10 times?

Basing on Graham's criteria of earnings yield at least 2x AAA corporate bond yield. You'll get 10% too or P/E 10x. Lol...

please la Calvin...times like this calls for flight to QUALITY

re-emphasise "QUALITY" again

Wow...from heavily criticising Layhong to pleading institutional funds to purchase stakes! seriously???? just wow....

Gamuda in bad books i believe.

Future contract wins in doubt!

Bought a bit today. cheers..

TROPICANA TO DEVELOP A RM4.3 BILLION NEW TOWNSHIP STARTING 2019

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=89587&name=EA_GA_ATTACHMENTS

yep, its cheap enough for me

lol, care to elaborate further?

at current price, downside quite limited. there's enough buffer for margin of error...

at current price, tempted to add more...

hmmmm

i consume their Nutriplus eggs.

never try the processed food before.

hold until 2022 la


Posted by SamuelLuke > Sep 6, 2018 05:16 PM | Report Abuse

enning22 hope your wish come true.... this LCtitan is a long term counter not mid or short term.... means hahaha gotta wait long long long time ....my target wait till next yr Chinese new yr to come .....

i have taken profit on Eksons at 80.5sen

today ex 3.5sen from Liihen.

tomorrow another 13.5sen from Favco

i thought govt subsidies half of the increase in wages, no?

there are few "safe" companies to look at. net cash equal to or more than 50% of market cap.

companies like ORIENT, FLBHD, KFIMA or FAVCO

@TheContrarian how many years have u been holding OSK?

fall back on Graham's definition for passive investor or the enterprising investor.

your investment policy/process should be guided accordingly by that definition

oh ya, forgot to add these 2 must-read books

Common Stocks and Uncommon Profits - Philip Fisher
Irrational Exuberance - Robert Schiller

just realised it's not in your list.

there are no losses.

gross profit remain more or less the same as prior year.

net profit lower due to higher interest expense coupled with other reasons...u can refer to the QR report


Posted by qqq3 > Sep 4, 2018 01:53 PM | Report Abuse

i haven't gone into details...but if losses due to completion of Duke 2 and charging out of interest is because the trafic volume of Duke 2 is low la.........

good luck to ekovest fans...not me.

earnings got hit because previously capitalised interest is recognised in the P&L as the construction of Duke 2 has been completed

some books i would like to add

Thinking, Fast and slow - Daniel Kahneman
AntiFragile - Nassim
The Education of a Value Investor - Guy Spier

Are u referring to Lot 26 at Jalan Ampang?


JJchan https://www.malaysiakini.com/news/441260

OSKH has a piece of Land directly across this MCA building. I value this piece Land GDV more then RHB shares Oskh is holding right now.

q-o-q might see improvement. but y-o-y is weaker.

unfortunately, market is short-term-ish.

read the results carefully. hopefully u will get a clearer picture.


newbie911 Result so unexpected !!!
No wonder drop ahead result.
02/09/2018 11:28

lol...FV is 2.60

offer is 0.66

sounds like a daylight robbery?

looking at Tguan lacklustre results. dont expect much from SCGM

price close at 665

offer tak jadi?

price 2.82
offer 3.00

arbitrage play?

Aiya Daiman...why privatise

Revenue keeps growing in USD terms.
GP margin remains healthy at above 15%.
Operating cashflows remain healthy.
Healthy FCF.
Prospects remain good. US economy remains robust.
US dollar remain strong.

Price please come down.

Thong Guan Industries Bhd
image: https://cdn.thestar.com.my/Themes/img/chart.png

managing director Datuk Ang Poon Chuan also said the group was now exploring opportunities with a few Chinese plastic packaging materials manufacturers to set up joint-venture operations in the northern region.

“We are looking to invest about RM10mil for the joint-venture business, which is expected to generate an annual revenue of about RM40mil.

“The Chinese manufacturers are investing here because of the on-going trade war between China and the US.

“Chinese are also prompted to come over due to the stringent regulations of the Chinese government to regulate new and existing industrial product manufacturers,” he added.


Read more at https://www.thestar.com.my/business/business-news/2018/08/13/chip-and-plastic-makers-gain-from-trade-war/#OhOmqARejCRCuuLX.99

maybe OTB is right. some hidden hand is pressing down the share price.

better sell ur stake if u lack the patience. haha

we should be looking at 1.50 at a minimum la

in terms of prospect, i prefer aeoncredit

in terms of valuation, rcecap is cheaper

tough decisions...

stay away from looking at share price on daily basis.

come back to lctitan every quarter to check on their performance

so many value investors here.

let's see who last longer to eventually enjoy "the day value in Insas emerges". lol

its better for them to do split to improve trading liquidity

i have both flbhd and favco. both stocks are cheap enough with limited downside risk.

i dont see anything wrong with your strategy of selecting stocks based on low EV/EBIDTA

perhaps you should give yourself more time, say 3-4 years instead of 1 year span for you to conclude the investment outcome. 1 year is too short.

Look at vegetablebird earlier posting.


Stock: [POHUAT]: POH HUAT RESOURCES HOLDINGS BHD

Aug 5, 2018 08:26 PM | Report Abuse

sell la, walao eh, next quater report should be a red colour instead of a green colour.

you sure he is trying to help you?

or perhaps he's trying to get it cheap by selling you some story.

the moment he said he checked the quarter report and yet telling you there is no robust growth with lesser capex. that is one big red sign.

you will know it if you indeed checked the quarter report as he asked you to.


Cf81 But Vegetablebird is a nice person, trying to help you not lose money. That's his/her life goal. That's why Vegetablebird spends time here and posting and warnings. In this modern times, those traits are extinct. You gotta appreciate Vegetablebird.
10/08/2018 20:03

@theContrarian

i'm no longer invested in Eksons. sold it at 80.5sen. free up cash to buy other stocks.

all the best to u, bro.

i think i want to set up a portfolio. 30% of capital on good quality companies. passive investing style. really LT holdings say min 10 years.

i would include Panamy in.

why are you so concerned about the share price?


Posted by RainT > Aug 10, 2018 05:03 PM | Report Abuse

Still.many naive buying Liihen

Waste time only

Getting dividend then ? But share price stuck cannot move

i wonder would ppl invest in companies if there is no share price quoted, say for the next 5 years.

my cost after adjusted for dividends is 2.855

yes, subjective. to me, paying 17x PE for Panamy is fair.


Posted by RainT > Aug 9, 2018 11:00 PM | Report Abuse

fair price ?

how much is the fair price? very subjective though