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2019-07-01 14:08 | Report Abuse
Historical earnings is relevant if earnings is not so...erratic...But...Usually it's the present earnings that matter, plus conservative earnings growth prospects... that's where the money is...???...So for present interest rates...plus earnings...cash value, DY support n other benefits, PEG,...any financial crisis the floor value around...@0.60...Undervalued...@<0.90...Fair Value...@<1.20...Put Value for earnings growth prospects...@<1.35...Overvalued...@>1.80...!!!...Cash flow, Interest rates n earnings play a major variables in valuation of a company. Good luck everyone...!!!
2019-07-01 10:23 | Report Abuse
Bond=Equity...30-Yr...MGS...@4.4%...Preferably Rate of Return...@>4.4%...Margin of Safety... Earnings growth prospects...'A Bird in the hand is Worth...???...In the Bush...!!!
https://www.cnbc.com/2019/05/06/warren-buffett-says-stocks-are-ridiculously-cheap-if-interest-rates-stay-at-these-levels.html
2019-07-01 09:04 | Report Abuse
Trump~Kim...!!!
https://www.bbc.com/news/world-asia-48814975
2019-06-30 01:46 | Report Abuse
Reset of US-China talks may lift risk appetite | https://www.klsescreener.com/v2/news/view/544206
2019-06-30 01:23 | Report Abuse
Huawei lifeline shows Trump prefers business deals over Cold War | https://www.klsescreener.com/v2/news/view/544208
2019-06-29 14:42 | Report Abuse
2019-06-26 20:18 | Report Abuse
Integrity is Foremost Virtue... Unfortunately so many people only beliefs their own kind...this is very sad for society...Moral principles are degrading day by day...!!!
https://www.inc.com/marcel-schwantes/warren-buffett-says-this-is-how-you-can-instantly-spot-a-great-leader.html
2019-06-26 19:19 | Report Abuse
This is okay...!!!
New technologies, ideas expected to keep AirAsia ahead of rivals | https://www.klsescreener.com/v2/news/view/542846
2019-06-26 19:07 | Report Abuse
Nowadays cost n risk management, account management, maintenance n equipment management, manpower services, n other irrelevant to core business structures are outsourced. You only see permanent employee in core business structures, because of how efficient the business are managed for the benefit of shareholders, in the expense of non core employees. Not easy to understand the whole build up of business model. TQ.
2019-06-26 18:31 | Report Abuse
Markets Sentiments are in consolidating trends...we will see after the G20 summit in Osaka...after that will be interest rates scenario...because...Trumpeter has been calling FED a stubborn child...If the two scenarios have positive feedback...the response be be...Bull/Bear...70/30...beside there are geopolitical tension between US/Iran...!!!
2019-06-26 18:16 | Report Abuse
Lot of people don't understand their own priority...Like Uncle Lynch...when he was managing other people money...he was all out n work extra hard... anything also can buy...as long he gains more than he loses...But after he retired after 13 years managing Magellan Fund... that's lot of stressful lifestyle. He only has a watchlist of 50 companies...out of...@<4,000 in US stock markets...So don't overdiversify...you can't manage it...too stressful n risky... good day everyone...!!!
2019-06-26 17:00 | Report Abuse
Ha...Nothing wrong with TopGlov...just add on weakness...this is for really long term relationship...like marrying a good wife...having children...n live happily ever... dreaming... hehehe...!!!
2019-06-26 16:56 | Report Abuse
Hehe...Added some on weakness...My average cost...@0.82...haha...!!!
2019-06-26 16:53 | Report Abuse
Aiyoo...this fellow fall in love with PENTA in the later stage of his life... that's why he keep on harping on PENTA...we already love PENTA since 2017...!!!...n still loving it...hehehe...!!!
2019-06-26 16:09 | Report Abuse
Mental models in Action...Plus July FED interest rates scenario... What's your mind...Bull/Bear...For me it's still 60/40... hehehe...!!!
https://www.scmp.com/economy/global-economy/article/3016086/us-willing-suspend-trade-war-tariff-increase-after-trump-xi
2019-06-25 22:12 | Report Abuse
MNC contract extension n new one is the one the management hinted quite some times ago...The crucial one is its China operations efficiency... probably within some dark clouds...as I said not full blown trade war...VS can collaborate with china OEM or their MNC to do better in future...we never know...I think VS won't give up on China operations. Good luck everyone...!!!
2019-06-25 20:44 | Report Abuse
Hahaha...I am still considering to add on weakness... because I think trade war will benefit OEM...but I don't think it will be a full blown trade war...only certain products are affected... probably high technology sectors. You already knew this Trump can benefit or destroy your Investing appetite or thesis...but what did he said to Mr. Powell... that's is very big indicator... interest rates wise... will down/neutral...what do you think...very big chance...looking at US GDP... hehehe...!!!
2019-06-25 20:15 | Report Abuse
Nowadays most companies don't indicate par value anymore... probably in BURSA still have. Dividend don't pay in percentage of par value. So many younger generation like to trade... Algorithms traders...share price can drop 50% in very short period of time...and the opposite can happen anyway...more supply the better n there must be the demand.
Overall... VS is the leader in OEM industry... supply is good...demand also good. Earnings can move Price, plus demand, news, fund support n important...most important is liquidity inflow...so interest rates play a major part of it. Other markets news also have certain influence on certain business. Look at the macro...GDP growth, geopolitical factors, and the worst is financial crisis or default of country bonds. Aiyah not easy lah... keep on learning...TQ.
2019-06-25 17:48 | Report Abuse
Aiyah...Probably with normal 5-year CAGR...with 2 years of flat earnings...going forward with new contract win...as expected from management... reasonable price...@<1.35...@<0.90...Undervalued...Cash or Floor Value...@0.60...GL.
2019-06-25 17:33 | Report Abuse
Hahaha...Very normal for niche cyclical products business model... Demand usually peak during the 3rd year...n tapering during the 4th n 5th year. Bullishness will begin on the sixth year...with new n niche products n new contract...earnings revision going forward is very, very important...if you want to earn bug money... Analyse now or after the 4th quarter...to decide...Money is earned from future unpredictable outcomes...n not from historical data. TQ.
2019-06-24 22:07 | Report Abuse
Airlines are very, very, competitive industries... sometimes can be suicidal if it's not well established. Plus cost per available seat-kilometre must be reasonable low. Future oil prices will be hovering around present price...but it's always volatile. Any financial crisis can be suicidal, but only short term, for all business n leisure travellers. Overall it still come back to Aesop, "a bird in the hand is worth two in the bush." Why two...why not one or three...one will not be interesting, three will be over optimistic. Well best budget airlines in the world...but hope management won't be complacent...still need to work double hard...to perform with more efficiency. At present...Hold...!!!...any weakness just add...fundamental must be intact...earnings need to be less volatile...GL.
2019-06-24 20:27 | Report Abuse
Already anticipated bros...what we want is next year quarters and its...New contracts... that's good News...plus how to analyse its earnings growth prospects, its projected earnings growth, and for how long the new products will last, its cyclical nature, of supply n demand. Then only Mr. Market will vote it in the short run...n how much weight it has in the long run...good luck everyone...!!!
2019-06-24 20:19 | Report Abuse
Ha...'Now Everyone can Fly' slogan for AirAsia is for the masses rich or poor. At the end of the day...well what's its market valuation...@2.00~3.00...Reasonable Price...@<2.00...Undervalued...@<1.33...Cash or Floor Value...GL...!!!
2019-06-24 19:39 | Report Abuse
Bull/Bear~Odd~60/40...!!!
https://www.cnbc.com/2019/06/24/dow-futures-higher-amid-growing-tensions-between-iran-and-the-us.html
2019-06-24 19:31 | Report Abuse
Worldwide average CASK for budget airlines...around US 0.03~0.04 cents. For full service arilines around US 0.08~0.09 cents. AirAsia is one of the lowest in the world for budget airlines. Other budget airlines challenging in this region are TigerAir, Jetstar, n Cebu Pacific. TQ.
2019-06-24 19:18 | Report Abuse
Haha...Among world budget airlines...I think AIRASIA has one of the lowest average cost per available seat-kilometre...(CASK)...@$0.025...And its break even load factor is....@<55%. AA has average passenger load factor...@>80%. Only its cargo load factor...@<30%. That's why it is above average efficient...with an Average Dupont ROE...@<12%...!!!
2019-06-24 18:16 | Report Abuse
Probably people in Malaysia heard about past story in Langkawi...where Princess Mahsuri...died and her blood is colour White... that's Langkawi was curse for how 100 years...!!!
2019-06-24 18:13 | Report Abuse
Aiyoo...Yoo...!!!...these is what we call people living in Saha World...these are training n cultivating... that's why many Sages automatically reborn on Earth...to cultivate merit n virtue. The more you cultivate the more your mind is detached from all these impurities. Just look at how Lord Jesus Christ... suffered nailed to the Cross...Still...Love The World...!!!...And there are many past Sages died with flowing milky white blood... Irrelevant to stock market anyway...but still need lot of... Patience...!!!
2019-06-24 18:02 | Report Abuse
Patience...Story Reading n Learning... hehehe...!!!
https://www.thestar.com.my/tech/tech-news/2019/06/24/a-super-dust-buster/
2019-06-24 17:58 | Report Abuse
Golden Cross...@082...Oversold Now...Added...!!!...Trader...Cut Loss...@0.75...!!!
2019-06-24 17:54 | Report Abuse
Technical Rebound Possiblity~Bull/Bear~60/40... Present Market Trends...!!!
https://fifthperson.com/2019-elsoft-research-agm/
2019-06-22 22:51 | Report Abuse
Why CVs don’t matter when it comes to success in life | https://www.klsescreener.com/v2/news/view/541736
2019-06-22 22:29 | Report Abuse
Why CVs don’t matter when it comes to success in life | https://www.klsescreener.com/v2/news/view/541736
2019-06-22 22:28 | Report Abuse
Wonderful Article for the Masses...!!!
Why CVs don’t matter when it comes to success in life | https://www.klsescreener.com/v2/news/view/541736
2019-06-22 22:19 | Report Abuse
Why CVs don’t matter when it comes to success in life | https://www.klsescreener.com/v2/news/view/541736
2019-06-22 21:19 | Report Abuse
Passenger load factor around 85%...Cargo load factor below 30%...This need to be more efficient...!!!
https://www.channelnewsasia.com/news/business/airasia-group-eyes-disruption-in-southeast-asian-air-cargo-11385230
2019-06-22 12:43 | Report Abuse
BTW always set your own target to Sell...in order to reduce or zero down your cost of capital...so whatever your capital will be free shares or around 10-12% DY. If company don't pay dividend or other benefit...it is not worthwhile to Hold long term. Plus always analyse its fundamental, especially its Balance sheet, every year, for long term investment. If fundamental eroded just Sell. Or you have other better investment graded company. GL.
2019-06-22 12:36 | Report Abuse
Ya...of course a new contract is good news...n the possibility is promising...so we need to analyse how the growth of sales, earnings n profit margins. Plus is it a niche n branded products...with long history of sustainable sales. Any increase in cash flow from operations is retained, book value will increase, so the growth prospects is important. Average PE, PEG, DY, ROE, ROIC, etc. Whatever product or service the crucial point is the demand, even though it has a conservative growth, in sync with GDP growth, consumer n industrial demand n supply. Lot of factors to consider. Discounted owner earnings is one the factor...but not 100 correct... valuation is an Arts n not Maths or Science...TQ.
2019-06-22 10:51 | Report Abuse
Well...Price still reasonable...TTM...Undervalued...@<0.80...Fair...@<1.20...!!!
2019-06-21 23:19 | Report Abuse
There are few factors influencing price or market valuation...the first n foremost is easing n tightening of credit of FED n private Banks...plus the nature of the business involved, that's is interest rates are different for different types of businesses and company balance sheets.
2019-06-21 23:05 | Report Abuse
@wendyuong...BTW... it's around 2.73... trend reversal... that's the cross between two slow n fast SMA. Plus overall market sentiment is more positive...But you see how it's earnings going forward...I think probably it's positive looking at macro-economic factors for airlines. Good luck to you...!!!
Stock: [VS]: V.S INDUSTRY BHD
2019-07-02 15:52 | Report Abuse
Ya...need to break its 200-SMA... resistance...@1.18...i think the possibility is...Bull/Bear...75/25...!!!