https://fortune.com/2019/07/17/warren-buffett-cap-ratio-tmc-gdp/

Value Growth Investing...Or Just Value Investing because Value n Growth are joined at the Hip. Be right to the point is earnings growth YOY..Investing strategy...will create growth in cash flow, capex, free cash flow, retained earnings, SBB, dividend yield growth, book value, net book value, n cash value growth. Company with Dupont's 10-yr ROE...@12%, 5-yr...15% n 3-yr...18%...Will generate cash flow year in year out. They usually have little or zero long term debts. The important things are do all its subsidiaries create value for its shareholders..?... that's with all the growth stated above...? Sometimes companies can create...too good to be true book Value, etc...but all their subsidiaries are performing below average....Not even higher than its WACC...so how to create Cash Flow...???...So they need to borrow, private preferred placement, right issue, etc. So Analyse n invest wisely...!!!

Ha...Earnings is crucial to stock market value appreciation...erratic earnings, decreasing earnings, negative earnings, have detrimental effects on stock Price. Earnings must be in upward trend for at least 8 quarters to 12 quarters, and annual earnings growth must be at least 3 years. High book Value, NCAV or net tangible asset value, n cash value, don't uptrend stock Price. Especially cash value or floor value...is approximately its lowest price...if any financial crisis...Or huge decrease in Earnings. For annual earnings growth... unless there is a financial crisis...decrease earnings must not be more than 2 yesrs n negative earnings... single year is already bad. Others than earnings growth prospects... market bullishness, and especially changes in bond rates play very crucial roles...in determining stocks prices volatility. TQ.

Tip of the Iceberg...!!!
https://www.channelnewsasia.com/news/commentary/deutsche-bank-job-cuts-tip-of-the-iceberg-banking-financial-11724274

Branding asia.com/AirAsia...!!!
https://brandinginasia.com/airasia-flight-bookings-grew-24-8-following-mediacorp-campaign/

AirAsia chief: Integrated plan, not more taxes, 'desperately' needed to grow M'sia tourism industry | https://www.klsescreener.com/v2/news/view/554302

https://www.businesstimes.com.sg/government-economy/for-us-tariffs-on-china-do-not-cover-the-costs-of-trump%E2%80%99s-trade-war

Bull~80%...!!!
https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-amazon-prime-day-facebook-citigroup-stock-market-rally/

https://www.businesstimes.com.sg/companies-markets/sgx-considers-volatility-controls-for-pre-open-and-pre-close-trading

BTW...Many younger generation must invest in earnings growth prospects company. Where management team are street smarts to do capital expenditures wisely. Probably with all these capex... company will pay less or zero dividend, n other benefits. PENTA with such a fantastic efficient team of professionals...with Average...5 -YR- Dupont ROE...@>18%...with increasing cash flows n decreasing debts... younger generation must analyse and Invest in such company. Or course Rome wasn't build in few days...it takes time to have multiple baggers... Patience...But for today younger generation supernova mindsets...many rather want quick Profits to justify their trading strategies...Are good...!!!...At present it's just a voting machine...but in the longer run... it's a heavyweight machine. So it comes back to the original...'A bird in the hand is worth two in the bush.'

Nowadays many younger generation tend towards CFD account. With small Margin deposit they can leverage up to 10x...of their deposit. Well these people are traders in pure sense. They don't analyse the fundamental...they are Chartists...Well with today supernova mindsets...using Machine trading...Algorithms...well even old timers find quite a tough ass...to really know what's going on. Prices tend to be hugely volatile...in few minutes...Analyse n keep on learning...!!!

Hahaha... most of the time it's almost 90%..Supply n Demand...for PENTA's outstanding shares...plus Dovish FED...the lower the government bond rates... it's good for equity or riskier assets... Equity and Bond...are in sync... Equity/Bond...Twin...TQ n GL...!!!

Hahaha...Probably some guys are cutting away their beautiful flowers...and all the grassy weeds...they are holding...hehehe...!!!

ELSOFT... Probably should be selling at...@22.5x...Earnings multiple...Present Market Sentiments...@1.24...Patience...!!!

Super....PENTA...Still fairly Value...5-YR~CAGR-40%...10-YR~25%.... Sustainable... Minimum PE multiple...@25x...!!!

Hahaha...Past n Present charts don't tell ask the full answers...the answer is determined by your own interpretation of human behaviour...how retails, funds, institutional, investors n IBs feel towards...ELSOFT... probably it's going to erupt or euphoric...or otherwise...you sleep first and wake up from your dreams n decide...I already decided in May...when everyone was running away for holidays...good luck to U...!!!

FED...Dovish Stance...!!!
Dollar slides for third day on US rate cut bets | https://www.klsescreener.com/v2/news/view/553392

Hahaha... Looking Good... Haven't Really Overbought...Bull/Bear...75%/25%... hehehe...!!!

VS~Game Changer...At present I think it's the Beauty Product~AirWrap...!!!
https://mustsharenews.com/dyson-products/

Wall St notches all-time highs on lingering rate-cut optimism | https://www.klsescreener.com/v2/news/view/553394

Eye On Stock | https://www.klsescreener.com/v2/news/view/553356

Aiyoo...Kung Fu PENTA...how good your skills are...you need to rest okay...you are climbing uphills...need some rest then start again... probably as high as 33x... earnings multiple... hehehe...!!!

OMG...!!!...Why always...ME...???...Mario Balotelli...hehehe...!!!

R&D in Singapore~Manufacture In Malaysia... Vacuum n Beauty Products...???
https://vulcanpost.com/668526/dyson-hiring-customer-service-centre-singapore/

https://www.businesstraveller.com/business-travel/2019/07/10/difficult-to-justify-an-air-asia-product-in-europe-right-now-ceo/

Ongoing Negotiation...!!!
https://www.channelnewsasia.com/news/business/us-china-trade-war-talks-deal-tariffs-11704074

Trade War~Unlikely...!!!
https://asia.nikkei.com/Economy/US-China-trade-war-will-hit-ASEAN-economy-harder

Mercenary/Loyalty...!!!
https://www.channelnewsasia.com/news/commentary/deutsche-bank-bankers-find-jobs-why-let-go-fire-equities-11707788

PENTA...Or Kung Fu PENTA...Has the best Kung Fu at present moment...and probably within these two years...Even better than VITROX...the rest are just playing catching up... hehehe...!!!

Why Sell...???
1. Present earnings multiple...@>22.5x...PE...Zero Margin of Safety...!!!
2. Zero down your cost of capital...to Hold only Free Shares...Or Reduce your cost to floor Value... that's conservative earnings growth with Dividend n other benefits.
3. Business fundamental deteriorated. Cash generating is decreasing, debt is increasing.
4. Have better business to invest...a leader within its peers. Fantastic supply n demand.
5. CEO, CFO or few efficient management retired or resigned.
6. Top Insiders are Selling.
7. 30-year Government Bonds yield above 10%.
8. You analyse them...!!!

Uncle Peter Lynch...!!!
https://www.suredividend.com/peter-lynch-investing-lessons/

Dyson~SEA business growth prospects...!!!
https://www.businesstimes.com.sg/companies-markets/dyson-ceo-shrugs-off-spore-factory-downturn-bullish-on-job-growth

Probably... PENTA can really become...@SuperPenta...!!!...All are accelerating...Sales, EPS, Cash Value, Free Cash, BV,...Dupont ROE...Plus the most important thing...debts almost become Zero...!!!

Hahaha... Analysing present...Market Sentiments...Plus this wonderful earnings growth prospects business...Need to Slap...Put Value...@27x...PE...@3.88...Hold...!!!

Now Everyone Can Fly with less pollution...!!!
https://www.star2.com/travel/2019/07/05/airasia-a321neo-airbus/

1.Current...2. Annual Earnings...3. News...this is very important for...1&2...4. Supply... Must have demand...So we are seeing some good demand from retail, insiders n institutional investors...5. Leader in its field...leading EMS in BURSA...6. Institutional, funds n Insiders support, is getting better...7. Markets sentiments...very, very important... interconnected with all of the above... without inflow of Liquidity in stocks... whatever good earnings, growth prospects, the market value won't appreciate much...So look out for interest rates cut...plus others positive news...Like in financial crisis...whatever wonderful companies the market value can be so... irrational...so you need to be rational...GL everyone...!!!

Quality over Quantity... Understand n read 'Common Stocks and Uncommon Profits,' Fisher.

What's Codeshare-flights...???
https://sg.finance.yahoo.com/news/5-things-know-codeshare-flights-043029735.html

Well...VIS, Aemulus, n the new Greatec...still isn't so well established like VITROX n PENTA. There aren't the leaders...at least top 3 in BURSA... probably ELSOFT is still a better Option...Now ATE business is getting bigger...n everyone wants to have some bites...So in the long run it will become very competitive....just like glove business...we shall see who are the one with the best efficiency to survive in all these overcapacity n cost competitive environment. Company with long history of competitive advantage probably can survive better n can survive longer n become more n more efficient. Management team play a crucial role...!!!

Environmental Friendly...???
https://metro.co.uk/2019/07/03/dyson-engineers-quit-create-vacuum-twice-powerful-10110532/

Emotional Intelligence in Action...!!!
https://www.worldofbuzz.com/this-new-burger-from-airasia-is-life-saving-heres-how/

MAS problems already started long, long time ago during MSA. Those directors can even collaborate with their Singapore directors...both sides like cobras against mongooses...In the end they divorced. SIA has been flying quite well...n voted best airlines for few times. Where is MAS...losing money after money, still never wake up...still dreaming. Who are the People who run the company... union members don't run ...they only negotiate for the well-being of employees. So even Qantas...changed...their Union more powerful... company need to survive to earn money...then employees are Safe. For the sake of name... don't know what is integrity n moral values...they are so many excuses to defend the airlines. In the end make Malaysian without standard in the eyes of our neighbor... especially across the causeway...they seldom respect what you got to say. But so many talented Malaysian are over there. Singapore can be successful because they nurtured foreign talents from every parts of the world...even China with huge population also not easy to defeat Singapore. Malaysian must wake up n look deeply into the mirror...we have so many natural resources...where are we now...!!!

Aiyoo...most of the times... it's not quarter/ annual earnings alone... earnings can uptrend Price...but the points are more than that. The important thing to look are the overall bond rates, interest rates of bank, geopolitical tension, GDP... supply n demand,...N the crucial one is are you sure money are flowing more into riskier assets like equity...or money are kept in bond, time deposit, or kept in safer n defensive assets class. Liquidity inflow into stock markets is very, very important to move market valuation. So be alert to buy or sell... don't be too greedy...GL everyone...!!!

Aiyah...if want to talk about MAS...long, long, story...the crucial things are the management, they cannot think as sharp as AA management...of course if TF, n Rafidah, or some good managers, are gone, AA can be another MAS. Cannot employ graduate, top student, without fighting spirit, to run a company. Successful company usually are run by people with many failures, setbacks, n keep on fighting to right things from wrongs. They always learn from mistakes. Business managers need lot of courage, resilience, emotion intelligence, etc. There are lot of stupid idiots with high level of qualifications...n there are lot of street smart people, hardworking, with no qualifications. Sometimes these highly educated people think they are so smart...they only think of SOP these n that. But most of the times things keep on changing very fast...and they aren't smart enough to change...!!!... that's why SIA also become complacent...but they are changing...but not efficient enough...their earnings still very erratic for few years already n price still lingering there for so long...AA probably has beaten them in certain sense...!!!

AA...comparing with its peers...Airlines business model are very, very, cost competitive...and cyclical at certain times of crisis... slapping a 11.25x PE...Reasonable price at this time of bullish trends...Must be around...@3.30...Probably we will see it in a few days time...Barring any other unforseen circumstances...!!!

PENTA...is a fantastic earnings growth prospects company...At present simple valuation...@PE...22.5x its EPS...can be considered not reasonable...But you never know...in the long run...how many birds are in the bush... while you have one bird in the hand...!!!

OMG...!!!...Super...PENTA...really makes my days...Never know when is the...Bear...!!!...Unless other unforseen circumstances...But for this business model... it's futuristic n promising...Hold...N...Sleep well every night...Good luck everyone...!!!

Present scenarios...unless other unforseen circumstances...like Hong Kong, Iran, Latin America, etc...VS comparing with its peers...Must be selling at...@16.88x to its EPS... that's on present bond rates...Still having a 30%... Margin of Safety...those who bought...@<0.90...has 100%....Probably due to its ESOS...that benefits VSs' employees... that's why it's a bit of slow n steady patterns of Uptrending... Patience...!!!

Oh...Selling at PE of 11.25x to EPS...Present Market valuation...Hope so...!!!

At present scenario...AA should be selling at...@11.25 times to earnings...!!!