geary

geary | Joined since 2015-03-04

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2019-10-31 16:22 | Report Abuse

Ha...Don't worry about all these...At the end of the days they will wake up n become responsible citizens...plus there many extraordinary kids borne in China...beginning of this century...Because heavens took pity of China or the time has arrived for China to be great again...But US think otherwise...Nobody can change destiny...Probably great calamities happening...TQ.

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2019-10-31 16:15 | Report Abuse

Hahaha...Probably undervalued...<@0.55...If you think the future value will go Up...then you need to be convicted...Averaging Up...No point running around like some other headless traders or so called investors... don't know what they really want or don't want...Good luck to you...!!!

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2019-10-31 15:42 | Report Abuse

Haha...Not all are bad...Probably these mainland China man don't have proper 'TAO'...But they are some really do have really good character because in the big ways...China still have great influence from its past great 'TAO' of Confucianism, Taoism, n Buddhism. Plus later century of Islam n Christianity. Basically our heart are good because of wrong teachings from young people tend to change because of money to become bad. That's why money have two swords in Chinese writing...n it's very filthy because all types of people hold money...!!!

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2019-10-31 15:24 | Report Abuse

Hahaha...Probably run by some socialist corporate sharks...who are so bloody good at cheating naive traders like many of them in Bursa...trying to earn some quick bucks before CNY...They really know how to play into emotional investors heart n weaknesses to capitalise such chances at the right time n sentiments...Be street smart...fellow investors...!!!

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2019-10-31 15:13 | Report Abuse

Hahaha...@enjoy. ..Good...Stay in the middle or middle way...That's very crucial of our EQ...in Stock markets...don't get influence by all those tricks of Mr. Market...!!!

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2019-10-31 14:53 | Report Abuse

Hahaha...@Op3rs...if I don't have in my portfolio I won't write in this forum...Probably should have bought more when it was hanging around 0.60/0.65...Probably need averaging Up. My biggest portfolio is still the wonderful...@Pentamaster...hehehe...!!!

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2019-10-31 14:38 | Report Abuse

Hehe...40/50% earnings growth is good only for less than 3 years...be street smart...if more then ten years probably less than 20/25%. Net margins need improving to be more efficient to have higher assets turnover plus debt lowering for better equity multiplier. Overall the ROE must be above average 12% for at least 5 years. Then only you see the cash flow n earnings growth be be in sync. Plus book value growth or retained earnings growth must be balanced with organic sales n earnings growth. Then in the long run Mr. Market probably will value it higher...we shall see at the end of terminal growth what's it's average PE...!!!

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2019-10-31 13:01 | Report Abuse

Hahaha...@3iii...Probably HKEX have more corporate sharks swimming around then in Bursa...But the rerun on capital is the same...more than...@125%...Since Jan, 2019...If you bought during that time...Looking at sustainable long term probably ten years...Overall valuation growth in terms of sales, earnings, efficiency, n its business models of diversify sectors are very promising. At present it's still very much reasonable to invest...of course it depends on an investor risk appetite n understanding of its business. GL n TQ.

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2019-10-31 11:41 | Report Abuse

Overall buying of asset n doing business become affordable...!!!
US cuts rates but no strong rally in Asia | https://www.klsescreener.com/v2/news/view/596310

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2019-10-31 11:23 | Report Abuse

Ha...Value Investors don't anyhow cut loss just because of some mispriced...Mr. Market is very, very emotional, sometimes he is happy and enthusiastic n sometimes sad n pessimistic...So for value investors we only look out for some mispriced of growth in book value n FCF equity. If there are no growth in Sales, FCF, NTA, etc...even you bought at PE mutiple of 5x also can become value trapped. Unless company with long n stable n sustainable historical earnings with good cash flow n paying decent dividend...then you analyse its average dividend discount model to determine what your owner's earnings n rate of return going forward. For KRONO...it's value growth investing...TQ.

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2019-10-31 11:04 | Report Abuse

Hahaha...Technology sectors are subdivided into at least 4 subsections...Free Tips for those not doing homework...Tech Equipment...1. PENTA. 2. ELSOFT OR MI. Semiconductor...1. VITROX 2. INARI. OR GTRONIC. Digital Tech...1. KRONO or REVENUE. Tech Software. Probably is Opensys...Not so efficient this subsector in Bursa. GL.

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2019-10-31 09:48 | Report Abuse

Mr. Market quotes is sometimes not justifiable...Looking at future growth prospect plus management efficiency minus some private interests...justifiable PE...as many people are so accustomed to is around 16x~22x approximate market valuation...there are No exact valuation because of many variables like WACC n interest rates changes. GL.

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2019-10-30 20:17 | Report Abuse

Hahaha...Sandz is still very small to rival those big players...Well data management still very, very huge in terms of economies of scale...Especially now n in future IR5.0, AI, 4G,...! All companies will be into digital technology, So the market value will grow bigger...What I don't really think is the management isn't transparent enough. Probably i am wrong...We shall see...the important is capital appreciation...GL.

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2019-10-30 19:29 | Report Abuse

Ha...Probably lack of corporate activists in Bursa...that why private or prefered shareholders have special right n dividend. Somehow public sentiments on such company will be unconvicted...Database management margins aren't good...very, very competitive...Looking at overall Return on Equity n rate of return just below average. Well sometimes it is very hard to judge Mr. Market or the crowds reactions...At present market scenarios...But for unstable market sentiments the odds are different...GL.

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2019-10-19 22:06 | Report Abuse

Free Tips...So Sales, EPS, FCF, Retained Earnings, BV,...Organic Growth Must be equivalent to ROE/ROIC...!!!...???

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2019-10-19 20:40 | Report Abuse

Too much politics n red tapes...memang take boleh...But want to act boleh...Take tahu malu...How to follow Japanese culture n habits...???
https://sg.news.yahoo.com/tony-fernandes-insists-long-immigration-070247549.html

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2019-10-18 18:24 | Report Abuse

Hahaha...where is the floor value n where the roof value...Even you bought a company with erratic or negative earnings n owners earnings...even at NCAV...or cash value...Probably it becomes a value trap...the price can go under the floor value. The same for EPS n owners earnings keep on growing...YOY....n book value up trending...Even you bought like it's overvalued...But it is probably not an overvalued trap. The important you need to understand n dare to analyse company earnings growth prospect...Probably a 22.5% owners earnings growth for 10 years should be sustainable. So the price to earnings ratio...you decide yourself. Of course buying at resonate PE, PEG n rate of return or EY are advisable...!!!

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2019-10-16 01:06 | Report Abuse

Hehehe...The main investing dilemma is many don't really...Hold a winning stock for years...Probably a 10 baggers...That's a thousand percentage return on invested capital...so their patience run out...And keep on looking under many heavy rocks...But there are some already holding for years...But do they understand its business, data n reasoning of those who are holding...Unless there are major changes in the competitive advantage or management scandal. How much is their return on trading capital...???...Even, Soros or Druckenmiller don't anyhow day trade. Many have no confident to cut loss...n no confident to win...Big also...Don't know when, how or why must Sell...!!!

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2019-10-15 19:49 | Report Abuse

Ha...Companies that don't have good FA or showing negative earnings n cash flow for years...where management are probably sharks in emperor clothing's...Lots of money games...So those smaller sharks love to swim with those big sharks...go ahead...if you can come back alive n breathing...But just look at SGX cases...how many smaller sharks bleed until now...bankrupt...???

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2019-10-15 19:39 | Report Abuse

Hahaha...it doesn't matter at all...your data n reasoning must be okay when you have done your homework...the crowd agreed or don't agreed it doesn't matter or affect you...Mr. Market will show you the valuation in future...besides that there aren't any private or prefered shareholders gaining special privileges...so no need to lower the book value...so you as owners...already gained from bonus issue...That's your earnings or owners earnings...plus the balance already invested in retained earnings...That's our money...provide management are efficient in deploying those earnings that are retained. Cash flow or owners earnings keep increasing with above average Dupont...ROE. That's company competitive advantage over its competitors. GL...!!!

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2019-10-15 19:06 | Report Abuse

Hehehe...Probably Mr. Market haven't realise it's full value at present owners earnings or free cash flow...to price of below 20x...PE...EPS is obviously there...But it's the book value n cash flow from operations growth minus Capex that's most important to analyse. GL...!!!

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2019-10-10 19:28 | Report Abuse

Valuation...Stock coupon you analyse yourself...Bond is rather fixed...Stock cash flow can increase or decrease...!!!
https://youtu.be/Rzhkz1dIXw8

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2019-10-10 18:44 | Report Abuse

Familiar faces in Stock Day Trading...!!!
https://youtu.be/5IcvRe8bQhU

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2019-10-09 23:27 | Report Abuse

Voting machines at present... weighing machine in future...!!!
https://www.star2.com/travel/2019/10/09/airasia-wifi/

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2019-10-09 23:17 | Report Abuse

Hahaha...Those who bought today n Hold for...@50 days...Probably will have...@10%...Capital gains....Good Luck...!!!

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2019-10-07 16:01 | Report Abuse

Well...Erratic earnings growth...Unsustainable dividend...Decreasin Free cash...!!!

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2019-10-06 16:36 | Report Abuse

Equity/Bond...It's how you print your rate of return...like bond return...But equity is more flexible...!!!
https://youtu.be/-gQTQfxvnAg

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2019-10-05 15:20 | Report Abuse

EQ...Detach yourself be objective...U will be Rich...!!!
https://youtu.be/vl2aP8dlIn4

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2019-10-05 14:05 | Report Abuse

What to do Malaysia boleh...Built a good airport But the maintenance n upgrading memang take boleh...How to compare with the best airport in the world...Changi...Best budget airlines...But airport facilities below par standard. KLIA 1 the lighting also very dark... look nice the design...But not much eateries n poor lightings. At least both KLIA must be of international standard...Not local standard...Aiyahh...So many years still the same...never improve...!!!

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2019-10-05 13:36 | Report Abuse

Hahaha...It is just like you are owning a wonderful business and you want to sell at a certain price...Unless you don't want to run it or nobody in your family members want to run it then you should sell at a wonderful price,. So owning a stock is like a part of business that you understand n unless its FA or huge management changes...then you decide to sell. No point in n out only just a small capital gains. A wonderful business you always like you are owning not enough of it...any weakness just... Add...But at present scenarios... keeping 30%...Free Cash should be advisable...Good Luck...!!!

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2019-10-04 15:45 | Report Abuse

@enning22...Ya...facts was there for us to read n see...So we just take care to ourself n manage our risks...Probability, he was an engineer...certain business he won't understand...just like us..we cannot understand everything...But one or two is more than enough...good luck to you...!!!

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2019-10-04 15:06 | Report Abuse

Ha...Stock with lousy FA...That's how corporate shark in emperor clothing...Strike...Sometimes it needs Luck...to sense the danger...!!!
https://www.businesstimes.com.sg/companies-markets/john-soh-would-use-bankruptcy-to-secure-loyalty-from-associates?amp

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2019-10-04 13:51 | Report Abuse

Hahaha...Uncle Koon...Probably earnings 1 bagger in Dayang...But he already won 10 baggers in HKEX...long, long time ago...That's was his wonderful past...Courage n Coviction...Now still the same...Probably not so...Sharp...hehehe...!!!

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2019-10-04 13:01 | Report Abuse

Hahaha...Consolidating Price...Probability...@4.70~@5.20...Present market capitalization...The next quarter...Mr. Market...EQ n IQ...will play on...plus macroeconomics n other unforseen circumstances...like worldwide recession fear...etc. Always keep some...Cash is King...Or keep some Gold...Or Bought some sustainable dividend stock at reasonable price. Good luck...KungFuPenta...Looking at its products...technology Equipment for consumer n industrial semiconductor, automotive, medical, factory automation n telecommunications...look promising...Hold...!!!

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2019-10-02 23:58 | Report Abuse

How you react to such Economic Scenario...???
Trump May Be Creating World-Wide Recession With T…: https://youtu.be/bIoIDhr3rBU

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2019-10-02 23:39 | Report Abuse

Ha...Lot of people are not prepare emotionally...Overall markets aren't going the green directions...So...How you manage your risks...your fear n greed...!!!...100% important...!!!

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2019-10-02 23:34 | Report Abuse

Haha...please study n understand the company product or service...asset class, defensive, cyclical consumer n industrial, technology cycle, supply n demand, macro, n economic advantage n disadvantage, government policy, interest rates, n geopolitical factors, plus unforseen circumstances like management, scandal, etc. That's why it's not easy...within all the hardwork probably you will have your lucky break...good luck...!!!

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2019-10-02 22:19 | Report Abuse

Ha...whatever product or service...Profit margin very important...That's Net margin...10%~20%...Above average n good competitive advantage...Usually these companies have...Dupont ROE above 10%...Remember Dupont ROE. Find out yourself how to compute it. Below 5%~10%...Low n average. Above 20% will be fantastic...!!! All these need consistency plus the sales growth must be sustainable...Probably average...20%...@10-YR...Consistency n sustainability...!!!

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2019-10-02 21:41 | Report Abuse

Ya...Some of the fundamental good companies with average growth in sales plus sustainable n consistent net margin are usually quite unreasonable to invest. Even though it does go down during recession you can have probably 2 to 3 baggers...Quite good anyway. What we are aiming for is to retire at least 25 to 50 years without during anything...we already strike 5 to 10 baggers...and the average return is 20% per year. So try looking for some gems under the heavy rocks...Probably you can find one...with your own expertise n experience...Good Luck everyone. TQ.

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2019-10-02 20:52 | Report Abuse

Ha...Actually the Chinese character in writing money contains two swords fighting...So the more money in that market the more people will gather together to fight, to lie, to scheme, to cheat...plus there are also genuine investors, whatever n whoever there are out there...Money is the dirtiest or most filthy commodity. So what can we do without holding money in our hand?. So there are many, many trade-off, life is just it's like these n like that. The important things are what we do to make our life happy n without worry...I think money cannot solve these problems. So How...That's why there are so many different religious beliefs...But at the end of the day...how many of us gain perfect Peace...Impossible...But there are all inside our true mind...It's just the zero...!!!...???

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2019-10-02 20:06 | Report Abuse

Haha...most of the time don't try to be too smart...Smart is okay...listen to people around especially your parents...n elders...ask if Don't understand. Never, never tell your parents are foolish...Plus some wise elders. I remember when I first bought stock...there was an old man advice me...Did you ask your mum...before you come into this place...???...I just shake my head...n he said be very, very careful young boy. I did lost some money...But my dad was angry, but my mum just keep quiet...Dad did help me out...n from that day onwards I dare not have any bad feelings towards my parents. There are invisible forces guiding you if you are very filial to your parents plus wise elders. Some luck will manifest for you... But you need courage n conviction...to earn Big...!!!

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2019-10-02 19:27 | Report Abuse

HKEX...Probably has the highest liquidity inflow in Asia...Probably China is catching up...But still quite slim compare with HK is a fat man...But after self rule...50 years I don't know. Many people earn few baggers in HKEX n retired quite young...Provided you found a gem and Sailang on it. No point buying too many stocks or diversifying to minimise your risks. You got to be focused n manage your risks...!!! 'Hentam'...your eggs into one basket n watching closely...!!!...Malaysia still okay...provided you do your homework n know what you want...!!!...SGX worst...hit mosquitoes everyday...???...Probably REITS n financial institutions. TC n GL...!!!

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2019-10-02 18:50 | Report Abuse

Hahaha...Probably there are many people squeeze to dead while sleeping with filthy mind...or met a serious accident while playing with 'melon ghost'...most of them don't know...doctor only said die of respiratory failure...???...Clean your mind n respect your parents n elders...these 'kumbhadas' name of 'melon ghost' king will never disturb you again. Mother is like earth supporting us...father is like heaven sheltering us...Be a sensible person...Good Luck everyone...!!!

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2019-10-02 18:09 | Report Abuse

Hahaha...Leader in Semiconductor...Others are Inari, Gtronic... Be focused...!!!