geary

geary | Joined since 2015-03-04

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2019-11-16 18:36 | Report Abuse

Ha...Analysing technology stocks alresdy took hell a lot of times...So be focused n know what you want n understand it better. No need to go into other sectors that you have less understanding. Actually you no need to punch 20 holes...you need only 5 holes n be convicted with your bets n probably become well off. No point running here n there like headless chicken...in the end you regretted n eventually found out the right one is right in front of you. Be street smart n don't waste your time n energy analysing things that aren't beneficial for you...good luck...!!!

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2019-11-16 17:36 | Report Abuse

Hahaha...None of my business n probably none of yours. Sell or Buy only decide for yourself...But be focused...Don't try to be too smart...n want to know so many things. Wasting time n effort to analyse too many things. Think independently n have financial freedom then you will be very focused on things that you want. Why waste your time analysing other people...good luck to you...!!!

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2019-11-16 14:37 | Report Abuse

Sharing is Caring. Intrinsic Value=Profitability, Probability N Duration...!!!
https://www.drwealth.com/understanding-intrinsic-value/

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2019-11-16 13:12 | Report Abuse

Ha...Overall Krono...Needs to buck-up its Sales n net margin...either way is okay. With its oustanding increased of private equity...the management is really not above average efficiency...But looking at its Sales...Probably they will succeed...by next quarter or by 2020 financial result. Hold...!!!. GL.

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2019-11-16 13:02 | Report Abuse

Ha...I think too many unreasonable people, analyse earnings going too extreme...where got comparing present year qoq...the right analysis is comparing last year n this year qoq n yoy. Penta this year yoy already higher than last year n only its third quarter result. Using your foresight the 4th quarter will be higher than last year 4th quarter. Overall this year yoy increase more than...@45%...profit growth. I think overall technology company...Penta...is one of the best in Asia Pacific or if not the best in Bursa. Its profit growth is wonderful. Of course it is better to sell those companies with erratic earnings or decreasing profits for more than 2 years. Any unexpected negative profit without good reasons like recession or financial crisis, that's company business can't compete anymore. Unless there is a turnaround, but it seldom happened.
Right analysis are looking for business with future profit growth prospect n mind you it's called value investing. No need to say value growth investing because growth n value are joined to the hip.
Look out for increasing...Sales, stable net margin, EPS, cash n equivalent, Retained Earnings, Dupont ROE, cash flow from operations, free cash flow or owners earnings, book value, n last but not least honest n efficient management team. For these look out for Dupont ROE n ROCE or ROIC...>@12%.
Last but actually important for capital appreciation is the supply n demand for company outstanding shares n overall liquidity where we can buy n sell without restrictions.
Happy investing n don't trade every week...good luck everyone here. TQ.

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2019-11-15 13:52 | Report Abuse

Hahaha...#18 months from this quarter...KRONO...Market Value will be double...provided nothing happening during the third quarter of...@2020...hehehe...!!!

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2019-11-15 13:17 | Report Abuse

Hahaha...#Oct, 2020...Nothing happening...!!!...Then...PENTA...start from present quarter...after 21 months...>@8.80...hehehe...!!!

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2019-11-12 12:15 | Report Abuse

AirAsia | Chasing Wonders: From TACLOBAN to the w…: https://youtu.be/6rS70fQjeZk

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2019-11-11 11:33 | Report Abuse

Competitive advantage against~AWS...!!!
Maxis partners Amazon to accelerate cloud adoption for businesses | https://www.klsescreener.com/v2/news/view/599050

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2019-11-11 11:15 | Report Abuse

Hehehe...!!!
Pentamaster’s net profit driven by demand in ATE, FAS segments | https://www.klsescreener.com/v2/news/view/600006

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2019-11-08 18:16 | Report Abuse

Klarman...10 Golden Rules...One of them market is always inefficient n don't be afraid to average down a wonderful company...Be Focused...!!!
https://youtu.be/G9xVNjJBSzg

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2019-11-08 17:27 | Report Abuse

Present Value...<@4.75...Fair.
Growth or Put Value...<@5.70.
Undervalue... <@3.80...!!!...I would rather be approximately right...!!!...Technology sector tends to be very challenging business type of undertaking n valuation. GL.

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2019-11-05 18:20 | Report Abuse

Not Easy...Understanding of supernova century is crucial...Unless you are in defensive consumer business...!!!
https://www.scmp.com/news/asia/east-asia/article/3036224/asias-mega-rich-millennial-heirs-are-about-inherit-family

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2019-11-01 16:53 | Report Abuse

Ha...Singapore not yet, same with Taiwan, Philippine, n India...Hong Kong... Since the people there don't like Beijing...The last city to be rolled out...hehehe...!!!

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2019-11-01 16:48 | Report Abuse

Oh...Probably I was not concentrating at that angle...TQ n good luck to u...!!!

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2019-11-01 16:43 | Report Abuse

5G...Just started...!!! IR5.0, AI, Automation Vehicle n Factory, Digital Online n Data, all will benefit...!!!
https://www.bbc.com/news/business-50258287

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2019-11-01 16:11 | Report Abuse

Ha...all about calculated risks n rewards...Unforseen circumstances do apply. Those who being to Shanghai, China, knew they already so much online payment, beggars also pay online to them. I think by this year or beginning of next year...5G...will rollout in major cities in China. Singapore not at that level, Korea is there, Malaysia bila 'Boleh'...???

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2019-11-01 13:48 | Report Abuse

Hahaha...Singapore with the faster Internet among Asean, India no need to say...TM n Axiata also died there. EDMS haven't reach that economies of scale...So hard to judge its average profit margins and growth. Even SingTel, Starhub, M1, n other smaller players also not doing well enough. Look at Starhub shares nosedived how many percentage, even now the new CEO also find hard to solve going into EDM. Like I knew one company in Singapore employing Indian IT expertise, Contract was to be ready by end of 2018, until now Nov, 2019, still haven't done yet. Only 60/70% done. So 20% margin become less than 10%. All are unnecessary operation costs. Unless 5G started then probably everyone will calculated how much the cost n how much the risk doing EDMS. This crazy Trump is the only culprit...China already started 5G...because of spying lah, national security, all nonsense excuses can come from big superpower, with all their weaponry. You all judge lah...I was itching to sell my free VS shares to dump here...But keep on considering...Probably EMS industry because of trade war n supply chain disruptions...VS can do better. Good luck...!!!

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2019-11-01 11:40 | Report Abuse

Hahaha...My presumption is...Green...Tom Jones...Green, green grass of home...Nice oldies...good luck to you...if you are still holding...But don't see so near...So far, far away...the sun is rising...!!!

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2019-11-01 11:32 | Report Abuse

Ha...@Aseng...I don't care about how you learn but important things are you make money n we make money. Tangible value can be calculated...Intangible value are just assumptions. Brand, management efficiency, goodwill, etc,...are all assumptions. So you define what the intangible intrinsic value of Krono comparing with Microsoft...!!!...Sometimes luck play a part...if so...easy everybody become multimillionaire...good luck to you...!!!

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2019-11-01 10:56 | Report Abuse

Ha...Don't compare Microsoft in Krono...so much different...n don't compare Amazon n Myeg also. You look forward those sales n cash flow growth n come to your terminal PE. I cannot say that...different results expected from different discount rates n WACC. Plus different growth presumption. I think Krono is fair price...But do the crowd buy more or sell more...???

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2019-11-01 10:26 | Report Abuse

Hahaha...ya very competitive...so it depends how skillful are their employees...You cannot do extra maitenance n overtimes...the operation costs will increase n net margins become lower. Higher sales is good but how their employees health n demands. So nothing is perfect, every system has some loopholes. There are employees well trained in the US...But still not using their expertise to be street smart. Book n study is different when you go out to the real working environment. You prepare for your test...But in real life you go to test before you are prepared. So most the time think outside the box if you want to succeed naturally. TQ.

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2019-10-31 19:33 | Report Abuse

Probably you n me having different views...But I see those HongKee are brainwashed n educated by western ideology n unbringing. America always never has any good cooperation with China n Soviet Union. They only think of how democratic they are...But in reality those westerners moral n character are degrading. They already broke up Soviet n now trying to break up China. Wake up...!.Sometimes these US n European are too good to be true n can't be trusted. Just think of Huawei enough...they are lazy n lagging behind...Now trying to delay China...Just ask any US youngster, they don't know where is Malaysia. So arrogant...!!!...look at our palm oil enough of that nonsense...!!!

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2019-10-31 19:18 | Report Abuse

Oh...@marvin95...Today volume consider high almost 45 million shares traded. Sometimes very low...But for this market value I think must be, 1 million shares traded to be consider okay....price action not much to be seen. Last minute profit taking is big...!!!

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2019-10-31 18:01 | Report Abuse

Hahaha...Hopefully...but this counter tends to be quite erratic in terms of trading activities that will have high n low liquidity. Most of the time people don't like to buy n sell lagging or queuing for few days...at certain price where their amount of money is quite big. Supply n demand is very important...!!!...Probably lack of big institutional investors...!!!

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2019-10-31 16:54 | Report Abuse

Ha...@enning22...lot of news are fake from those high profile publications...You must go to China then you will know the reality there...China Shanghai already overtake Hong Kong...if you are a businessman you will know what are those barriers of entry in China nowadays. Chinese people are yearning for good things n luxury nowadays n there are more billionaire in China then in US. Many people see China from false perceptions of western education n news. TQ.

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2019-10-31 16:44 | Report Abuse

Hehe...there are too many naive margins account traders out there...trying to have a quick bites and run away...At the end of day...Most tomb stone don't have any great traders...Probably some lucky investors...who humbling said I was lucky enough to have good livings n health...good luck to you...!!!

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2019-10-31 16:40 | Report Abuse

Hehe...Today you can beat automated robotic traders...Probably one day you will lose more then what you have won...That's you smart strategy...OK keep on doing it....Like baby cow don't recognize who the Tiger is...hahaha...!!!