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2020-11-19 21:33 | Report Abuse
Thank you DK for your sharing.
2020-03-24 15:20 | Report Abuse
以计算4月的合理价为例:
P fair = P ( 1 + i*n/365 )- D,
P = 1304 4月的FKLI市价
i = 2.5% 目前大概
n = 40 [ 21/03/2020 - 30/04/2020 - 37 天 ]
D = 1.2 四月的股息 ?还是三月加四月的股息 10.17 ?
谢谢。
2020-03-24 11:36 | Report Abuse
市价: 4月FKLI是1304.0点,6月FKLI是1292.5点
合理价:4月FKLI是1297.5点,6月FKLI是1290.5点
1304 - 1297.5 = 6.5
1292.5 - 1290.5 = 2.0
请问,4月1297.5 和六月1290.5的合理价怎样算出来的?
谢谢。
2020-03-01 00:37 | Report Abuse
请问:更好的选择是买FKLI 3月/6月的Spread啦,既是Long 3月的配Short 6月的FKLI。
目前它的合理价是2.59点。
这“它的合理价是2.59点”是怎样算的?
谢谢。
2019-12-17 13:01 | Report Abuse
我想向您学习用Excel建立一个类似上面的表图。请问您有时间教吗?我已经复制了一个类似的excel file。有些 parameters 我不明白,想请教您。谢谢。
2019-12-16 22:43 | Report Abuse
igambler,您好。过去两年FKLI 0203 spreads 都曾在 +3 以上。请问,以你的经验,2020年的FKLI 0203 spreads 在 +3 的机率高吗?谢谢。
2019-09-23 13:17 | Report Abuse
我之前排列平均。After comment 就不平均了。
Futures Fair Value
Contract /Exp.Date/ KLIBOR Index / Bloomberg Est Div Idx Pt (Gross) / FV
SEP 19 / 30/09/19 / 1.54 / 7.75 / -6.21
OCT 19 / 31/10/19 / 5.87 / 9.23 / -3.36
Roll FV 2.85
2019-09-23 13:13 | Report Abuse
谢谢。
Kenanga,CIMB 和 The Edge 每天都有Roll FV 的报道。资料来自bloomberg。
Futures Fair Value KLIBOR Bloomberg Est FV
Contract Exp.Date Index Pt Div Idx Pt (Gross)
SEP 19 30/09/19 1.54 7.75 -6.21
OCT 19 31/10/19 5.87 9.23 -3.36
Roll FV 2.85
根据BLOOMBERG 于 19/09/2019的预测,FKLI 0910的FV 大概是-2.85。
我的计划是在-3.0 开始分批买进。现在看来有很多Buyers排在-2.5以下。
谢谢您的建议。
2019-08-11 20:40 | Report Abuse
我的“一直往上走”的意思是“那个月Spread的价位从图表看起来,一个价位比一个价位来得高”。这个月的0809 spread 就是“一直起”。
我看了您之前关于预测这个月0809 SPREAD的合理价的文章。我个人觉得有许多可以学习的东西。
希望您有空能再和大家分享。
谢谢。
2019-08-11 13:59 | Report Abuse
我是一名FKLI Spread的初学者。
请问:为什么有些月份,FKLI Spread 是一直往上走的?例如:今年的0809和2018年的0809?而2017 年的0809 横摆,2016 年的 0809 就一直往下?
有什么因素会影响它的走势?
谢谢。
2017-04-26 14:42 | Report Abuse
May be Roboticism will replace capitalism
2016-12-13 20:46 | Report Abuse
请问Harry,除了UCHITEC,之前您提起过的净现金的公司有:PANAMY,OKA,AJI,DLADY,CSCENIC,SCSTEEL,HEZXA,IQGroup。您记忆中,还有其它净现金的公司吗?学习分享。
2016-08-24 21:46 | Report Abuse
HEVEA 的每股净现金是几多呢?谢谢。
2016-03-31 16:20 | Report Abuse
I like your Fish explanation. Thank you.
2015-10-08 15:39 | Report Abuse
Thank you, Mr. Chong.
I had referred to past year annual report of Scientex from year 2014-2008.
I assumed the "Purchase of property, plant and equipment" from investing activities in the cash flow statement is the Capital Expenses.
YEAR Annual Report Your Table 1
2014 -65,665,000 -101.4 Mil
2013 -53,787,000 -53.8 Mil
2012 -40,922,929 -40.9 Mil
2011 -16,406,971 -16.4 Mil
2010 -24,017,724 -24.0 Mil
2009 -10,975,793 -12.2 Mil
2008 - 9,319,827 -39.0 Mil
From my table above, figures for the year of 2013, 2012, 2011 and 2010 are the same as your table.
Figures for the year of 2014, 2009 and 2008 are different.
Mr. Chong, is there any other amount which I need to take into consideration?
Sorry to trouble you.
Thank you.
2015-10-07 08:32 | Report Abuse
Could anyone show me how to calculate the Capital Expenses in the Table 1. I am new to fundamental Analysis. Thank you.
2015-10-04 12:36 | Report Abuse
Thanks. Well written. Would you try to study oil & gas companies that listed in KLSE ?
2015-09-29 20:20 | Report Abuse
Thanks for sharing. Keep up the good job !
2015-09-11 21:02 | Report Abuse
Thanks for the sharing. It's GREAT !
2015-08-21 22:07 | Report Abuse
Thank you for sharing.
2015-08-21 21:51 | Report Abuse
Thank you, kcchongnz.
Blog: TSH RESOURCES & ITS GOLD MINE LANDS IN NUSANTARA: THE NEW CAPITAL OF INDONESIA, Calvin Tan
2022-03-20 13:24 | Report Abuse
Hi Calvin, do you take into consideration the land will be expired by 2040 ? Will this affect the price of the land ?