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2022-12-30 20:33 | Report Abuse
Hi Mr.Tan im no.10 2022.
My stock selection is simple. it either has huge room of growth or dirt cheap vs its future earning or clarity of earnings for the sake of dividend cash flow. I'm also trying my best to choose the same stock for at least few years because i feel it defeats the purpose of investing if the time frame is so short. therefore for the purpose of consistency and the reason of long term investing ill try my best to compete with the same stock for years or at least until the value is reflected.
CCK - 30%
MYNEWS - 15%
QL - 10%
RANHILL - 20%
GAMUDA - 10%
GESHEN - 5%
HEVEA -10%
2022-11-30 18:49 | Report Abuse
nice in bad times u can see whos really good
2021-12-31 17:49 | Report Abuse
Cck 30%
Mynews 10%
Hiaptek 10%
Annjoo 10%
Armada 10%
Geshen 5%
Ql 10%
Ranhill 15%
2021-09-29 20:47 | Report Abuse
probability 60m - 66/3 (excluding write back of impairment) = 38m PAT for the current qtr
Its still superb...
its a clean 100m/quarter if theres no mco
2021-07-01 13:14 | Report Abuse
the share conversion is really hurting hiaptek
2021-06-23 08:41 | Report Abuse
best thing they can do now is just open book la. why waste time.
2021-06-23 08:36 | Report Abuse
lol at least i wont get burn in this fraud company unlike you
2021-06-23 08:34 | Report Abuse
Posted by OrlandoOilSemiconIoT > Jun 23, 2021 8:31 AM | Report Abuse
No by the audit stage KPMG should hv shown its IRREFUTABLE EVIDENCE
this gentleman here ask his driving license examiner give evidence for failing them.
2021-06-23 08:17 | Report Abuse
Materials on site
Ambank has talked like 100% of d materials on site is thin air whn in fact d 2020 balance is almost d same as 2019 balance whc were audited n found ok by KPMG
In any case why can't KPMG verify n come out wit irrefutable evidence?
Present IRREFUTABLE EVIDENCE n end of the audit
its not the auditor job to give evidence. its like asking your teacher to give evidence for failing you
2021-06-22 14:47 | Report Abuse
Lower impairment loss on investment in subsidiary by RM5.18 million in current year quarter
how do you perceive the meaning of current year quarter?
2021-06-21 17:59 | Report Abuse
good result. excluding impairment 5.84m iqgroup making 5.5mil
2021-06-02 08:52 | Report Abuse
calvintaneng WHY THIS GREATER FOOL LEADING 800 TELEGRAM WATER FISH TO HOLLAND IN SERBA/KPOWER & SCIB HIDING NOW?
31/05/2021 11:29 AM
Where is your track of record
2021-05-03 14:24 | Report Abuse
he sell call means? glove will up?
2021-04-27 14:37 | Report Abuse
Posted by wallstreetrookie > Apr 27, 2021 12:55 PM | Report Abuse
Careful Choivo bought around 0.4-0.5
ppl like u are da ba zai. why not share something meaningful and if u have nothing to share pls scram
2021-04-10 18:27 | Report Abuse
When the potential upside is at lesst 3billion? What's the reason to sell
2021-04-04 21:52 | Report Abuse
Yes u don't have to voice out the obvious. U think 90%+ shareholders here are amateurs?
2021-04-03 16:24 | Report Abuse
i3lurker I have not seen any MyNews outlets making money
hmm i guess the cash flow drop from sky
2021-04-01 23:42 | Report Abuse
i dont think u know what u are talking familymart was making losses during 1st 2 years with teething problems, trial and error
2021-03-26 11:02 | Report Abuse
Only u think will drop I think it will continue up and break 1.00 at least
2021-03-26 09:45 | Report Abuse
Bro no need to entertain the bilis in this forum. Obviously there's big interest buying in. Save your breath
2021-03-25 20:42 | Report Abuse
Keyman188 MyNews Holdings sinks into the red in 1Q with RM8.94m net loss
(theedgemarkets.com / March 25, 2021 19:22 pm +08)
bro ur as short sighted as my baby penis
2021-03-23 20:41 | Report Abuse
Nepo Me too.
Miss the boat..
Hopefully huge correction coming after agm
slowly wait
2021-03-23 08:34 | Report Abuse
if buy at 60c,70c,80c,90c can get 1 fold return s still hope can buy cheaper? it means u dont know the value of this company
2021-03-23 08:27 | Report Abuse
last year many site unable to open. 15m profit excluding impairment is not that bad. look further
2021-03-22 17:36 | Report Abuse
Choivo Capital investment banks and funds waking up d.
more like they have finish accumulating from small fishes
2021-03-20 19:32 | Report Abuse
and?
2021-03-03 00:37 | Report Abuse
little bro investing is about projection into the future. we already know the future asp is going to normalized why still bother take account into asp of unnormalized period.
2021-03-03 00:36 | Report Abuse
Based on financial analysts' projections, the net profit of Top Glove will be approximately 50% in 2021, 30% in 2022, and 20% in 2023. Let's assume it will go down to 15% in 2024, and 10% in 2025. In this case the net profit for each calendar year should be:
CY2021 = RM12.503 billion
CY2022 = RM5.844 billion
CY2023 = RM3.097 billion
CY2024 = RM2.319 billion
CY2025 = RM1.572 billion
The company also has RM1.21 bill
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this is somewhat correct but the profit is still too high for 2025. u make a grave mistake. u know the company is declining but u chose to add all 5 years instead of the normalized year profit.
2021-03-03 00:29 | Report Abuse
Based on the aforementioned ASP projections, and based on average utilization rate of 86%, we get the following sales revenue projections for each calendar year (+ in RM, assuming USD1 = RM4):
CY2021 = $6.251 billion (RM25.007 billion)
CY2022 = $4.870 billion (RM19.480 billion)
CY2023 = $3,871 billion (RM15.484 billion)
CY2024 = $3.866 billion (RM15.462 billion)
CY2025 = $3.929 billion (RM15.715 billion)
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this figure after 2021 is wrong in many ways. only time will tell whos right.
my figure
65.4(100% absolute peak at 2021) 39.5 (60%) 25.9 (40%) 23.0 (35%) 21.5 (32%)
assuming rm25b is absolute peak. in 5 years, revenue drop like this 25b>15b>10b>8.7b>8b. Historically tg margin is around 7-9%. I assume its 9%. and i give it a fpe 25 okay? its very optimistic. 8b(0.09)(25) = 18billion market cap. at its current valuation i dare to say it will drop by another 50%.
2021-03-02 08:33 | Report Abuse
the thing is oil price is highly volatile
2021-03-02 08:32 | Report Abuse
MM78 As oil prices improves and possibly hold steady in this pandemic recovery in near future , oil and gas companies will have more offshore activities which bodes well for the OSVs service business. Less chance of future impairment risks on OSV assets in Armada; FPSOs are the cash cows that will pare down Armada’s loans and help cut down down finance costs. A virtuous cycle to be unfolded in coming quarters. A 10 sens EPS in FY 2021 would be a great milestone , even 8 sens EPS are good for more optimism among investors of Armada. Traders may miss the big gains next few quarters for enjoy KFC too fast. My 2 cents to share....... PE of 10 not unreasonable given the latest Armada’s performance ?
02/03/2021 6:33 AM
definitely very undervalue if this oil cycle maintain for longer period
2021-03-01 16:57 | Report Abuse
try hard koon. idk how ppl lose money in 2020 and 2021
2021-03-01 11:14 | Report Abuse
I don't care whatever people said,I will buy according to company cash available in hand in coming 3 years since the gloves been good demanding by 2023.Even the demand of glove drop tremendously after 2004,it doesn't effect on the cash position. My target price is Rm 4.64
The derive are as follows
Currently company shares issued~8.2bil
New shares listed in HK~1.5bil
Total shares after HK listed 8.2+1.5=9.7bil shares
A)Current company cash~ RM1.2bil
B)Fund raise from HK share ~1.5 x 5.20=RM 7.8bil
C)Company profit in coming 3 years~
RM 3 bil per Qx 4 Q x 3 years~RM 36bil
Total cash available after 3 years ~1.2+7.8+36=RM 45bil
Cash/share after 3years~Rm 45 bil/9.7bil =Rm 4.64/share
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so what kind of gain are u looking at at this price assuming your calculation is correct? and company profit in coming 3 year same as this year? i can gamble my whole asset that u are wrong hahaha
2021-02-28 20:03 | Report Abuse
beginner @ken
Currently company shares issued~8.2bil
New shares listed in HK~1.5bil
Total shares after HK listed 8.2+1.5=9.7bil shares
A)Current company cash~ RM1.2bil
B)Fund raise from HK share ~1.5 x 5.20=RM 7.8bil
C)Company profit in coming 3 years~
RM 3 bil per Qx 4 Q x 3 years~RM 36bil
MPI
Shares: 209m
Cash: 968.12m
Your price: 968.12 / 209 = ~rm4.63
but today mpi is RM37, RUN!!!!!!
lol
this is why u are beginner
2021-02-27 18:02 | Report Abuse
kenanga is being overly too conservative focusing only on histroy
2021-02-26 13:49 | Report Abuse
good result definitely demand higher valuation
2021-02-25 23:23 | Report Abuse
Posted by themeg > Feb 25, 2021 11:20 PM | Report Abuse
AA don't dare to release their financial results. Hand shaking.
____
so what if their quarter is red? small kid also know its red? then? u think it will go down?
2021-02-25 21:03 | Report Abuse
give dividend already then what? continue drop?
2021-02-25 21:02 | Report Abuse
Bullrunrun Tan Sri LWC said that if BURSA allows him, he will announce earlier this QR on this week.
It is believed RM 3 billion profit not a problem the nitrile glove price surge from USD 70 to current 100-140 per 1000 pieces of glove.
Dividend confirm for this will will be about 74 cents according to PUBLIC Mutual fund manager..
BUY now
so what? even rm5 billion so what? what's after that
2021-02-25 20:55 | Report Abuse
why are u guys so optimistic. real profit after one off impairment 13m+
2021-02-22 22:36 | Report Abuse
u trust ib u no need to make money in klse
2021-02-22 22:36 | Report Abuse
that bullcrap also give annjoo 50c tp look at the price now
Blog: Ranhill reported reduced profit - Koon Yew Yin
2023-06-02 19:04 | Report Abuse
sell to me 😀