hendrycheah

hendrycheah | Joined since 2018-04-06

Investing Experience Intermediate
Risk Profile Low

Hendry is a follower of Benjamin Graham Value Investing Method. My Icon on investing is Warren Buffet and strongly believing on Rule No 1 Theory which is never lose money and Rule No 2 is Dont forget Rule No 1. Always looking for undervalue wonderful company to purchase

Followers

0

Following

0

Blog Posts

0

Threads

433

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
433
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2020-12-30 11:19 | Report Abuse

Uncle Lim buy you buy...he knows what is the Order Book and Profit in Real Time

Stock

2020-12-28 12:33 | Report Abuse

huat8787, the vaccine just help to reduce the symptom of CV, not to stop transmission, so u still get CV even though you have vaccinated.

https://www.geekwire.com/2020/can-vaccinated-people-still-transmit-covid-19-answer-key-herd-immunity-research-finds/

Stock

2020-12-28 10:21 | Report Abuse

PN17? RunFirst never fail to make me laugh.. @thanks bro~!

Stock

2020-12-28 10:13 | Report Abuse

Run First, 3.50 is almost half of what we are holding now.. We need a similar sell off like March.. if that happen, recovery stock wont be much better... probably RM4 for Maybank, 25c AA or RM1 Genting..

Stock

2020-12-28 09:45 | Report Abuse

If holding a multibillion profit company is fearful in Bursa. What else can we buy in Bursa?

Stock

2020-12-28 09:40 | Report Abuse

Chill. Its christmas break. IBs is selling its profit and loss account for consolidate its year end PNL. By the way EPF sell off is expected when they announce it a month ago that they need to sell assets to fund account 1 drawdown.

Stock

2020-12-23 15:50 | Report Abuse

Santa rally is real...while most of the IB is consolidating it year end account, with merely 12m volume from retailer can push Hibi from 55c to 58c.. sometime even 100m daily trade couldnt get1c up for Hibi.. Ho Ho Ho~!

Stock

2020-12-23 15:31 | Report Abuse

IB will certainly come back, they won't just sit out for a qtrly multibillions profit company and do nothing. Beside it probably pay 16c or more dividend for the nxt 3 qtr.. How long can IB tahan..

Stock

2020-12-22 15:16 | Report Abuse

Just Hold until Jan...IBs went for an early Christmas holiday, will be back on 2021. Meanwhile we will get 2.5% dividend yield for 3 week holding. Cheers

Stock

2020-12-22 10:31 | Report Abuse

wow really need to thank the IB for pushing down the price while Hibi is obviously making much more money now than before..

Stock

2020-12-21 10:17 | Report Abuse

seems like need another round of oversold on daily chart before it rebound

Stock

2020-12-21 10:14 | Report Abuse

seems like its gonna fly soon.. awesome~!

Stock

2020-12-18 11:21 | Report Abuse

@geek2020, most probably to a company who make billions qtrly and sitting with few more billions in their account..but wait...isn't it TG?

Stock

2020-12-18 11:10 | Report Abuse

And Tan Sri is one of the EPF Board Member too

Stock

2020-12-18 10:33 | Report Abuse

wow drop back to oversold level soon..time to top up again..

Stock

2020-12-16 12:50 | Report Abuse

Rebound is around the corner!!

Stock

2020-12-14 14:48 | Report Abuse

Run? If TG achieve another 15c EPS for upcoming Qtr, we are talking about PE8..

Stock

2020-12-14 13:22 | Report Abuse

BursaFly, I do hope a few more such report so I can get more TG price with discounted price

Stock

2020-12-14 13:18 | Report Abuse

Why should we worried about whats 2 foriegner thot of TG, the most important is could find some intrinsic value in TG price.. we take advantage on the price discrepancies cause by IB, TG lowest PE is 14.77 for the past 5 years and now it's 12.7 with 400 Days Order Books. Sitting comfortably with 3 billion cash.

How much cash and debt Genting and AA had???

Stock

2020-12-14 11:43 | Report Abuse

wow...will monitor closely, the lower it goes, the better it will be for us..even didn't make money, I'll be getting 2.5% dividend for 2 weeks investment..

Stock

2020-12-12 15:01 | Report Abuse

@dakewlest, GCB always in my watchlist but for now I'm more in swing trade mode as all EMA, Stochastic and MACD is showing a rebound soon.

Anyway, nothing wrong to own World No 4 Cocoa Grinder for long term, should it's gearing is going down after their Ivory Coast factory start operating and CV is dissipating, I may change it into long term portflolio

Stock

2020-12-11 17:12 | Report Abuse

Finally get my first tranche of GCB after seeing it for years..

Stock

2020-12-11 14:45 | Report Abuse

Mr EPF can dump back to 6.60...the lower they dump the higher my gain when it rebound..

Stock

2020-12-11 12:11 | Report Abuse

aiya..i starting to miss IDSS..should they still around..I probably get enter in 6.70 d..

Stock

2020-12-11 12:02 | Report Abuse

I don't need Uncle Lim to overtake Uncle Teh.I just need TG PE slowly raises back to 15..I'm more than happy to sell it before the Divident Ex Date..lolz..

Stock

2020-12-11 11:55 | Report Abuse

I do hope so @snowpiercer, I diluted my other position to get more here... when the whole management team is buying...I can't turn away.. when MYEG start buying back last year from 1.00+, it hit 2.00... hibiscus management start buy back at 40c+ earlier of the year..it hit 70c in July.

Stock

2020-12-11 10:16 | Report Abuse

I think sharks is cashing out now..thats why even with good pricing and vaccine news, they arent so excited as before anymore..back in July..with merely 43USD they could push to 70c.. but now even with USD50 oil price, we still linger at 60c+..but it's a good time for small buyer to add their position..with 48 to 50+USD oil price. Hibi 4Q should be much better than previous Qtr

Stock

2020-12-09 16:40 | Report Abuse

why so panic..it was 6.60 two day ago

Stock

2020-12-09 16:12 | Report Abuse

wow..I'm impress with the Pokerface play of IB.. is ok..I follow until the ex date of my 2.5% of Dividend..worst come to worst I got 2.5% return in one month..much better than current FD coupon

Stock

2020-12-08 20:12 | Report Abuse

sell when oil is USD48, FDA most probably approved vaccine by Thu and America 2nd stimulus may be pass on Friday??? can you enlight us calvin5025

Stock

2020-12-07 12:59 | Report Abuse

@CoolJay @ my average price is 6.75, should TG get the same return as last Qtr, you may expect a 50c of Trailing EPS and with TG lowest PE is 15, we should get around 7.50.

Stock

2020-12-07 12:55 | Report Abuse

mungkin ikan jerung tengah mengutip kut..

Stock

2020-12-07 12:52 | Report Abuse

@menotassasin..u are right. both daily and hourly chart of RSI and MACD and MA indicating a rebound after a long drop since 20th Oct..

Stock

2020-12-07 11:28 | Report Abuse

all chart shown to one direction, may rebound anytime.

Stock

2020-12-04 16:09 | Report Abuse

wow..when the FDA approve Vaccine mean we could breach USD50

Stock

2020-12-04 14:33 | Report Abuse

aiyo kenapa hengyuan boleh naik 18%. tetapi hibi 3% aje.mata nampak pun sudah jadi merah..

Stock

2020-12-04 11:03 | Report Abuse

@newbie, if based on uncle lim 6% dividend estimation for 2021 based on RM6.65 is correct, the EPS for 2021 will be 0.798. The current price is 6.75/0.798, it's only 8x PE.

So it's much better to buyback shares now than payback loan.

However, it's just my 2 cents, we may not get 798 PE due to above factor I've mention above

Stock

2020-12-04 10:54 | Report Abuse

@newbie, total loan for TG is only 540m, but they use 1.2b to buy back shares..

Stock

2020-12-04 10:43 | Report Abuse

@staedy, according to Uncle Lim, he estimates the dividend for nxt year is 6% of RM6.65(the day he make announcement is 25/11) hence, 6.65x6% @ 0.399

As we know that TG normally paid out 50% of its profit as dividend, hence 2021 EPS should be 0.399x2 @ 0.798 EPS. Lowest PE of TG is 15x, hence if you times 15 x 0.798. Its equal to RM11.97 in 2021.

Above calculation is based on the latest qtr report we had, of coz the estimated price may change due to raw material price increase, lesser x of PE investor paying, cancel order or longer down time in factory..

just my 2 cents

Stock

2020-12-04 10:25 | Report Abuse

U cant turn away when a company used 1.2b to buy back his own shares and Uncle Lim using his influence as chairman of Tropicana to buy 70m worth of share right before Qtr report.. if you read between the line, we might seen a record beating qtr with some dividend..have uncle mention 6% of dividend for 2021, 6.80x6% @ 40c... if split it into 4Q maybe we might get a 10c dividend

Do bear in mind that Tropicana themself have 2b debt in hand with soft construction market, why do they wanted to risk 70m of cash in order to help Uncle Lim sustain TG share price

Stock

2020-12-03 16:38 | Report Abuse

Uncle Lim starting to buy back share since Sept, it might indicate that we are going to see another record setting Qtr result

Stock

2020-12-03 15:58 | Report Abuse

Today Uncle Lim didn't buy back?

Stock

2020-12-03 10:24 | Report Abuse

uptrend in the making, will fly anytime

Stock

2020-12-02 10:09 | Report Abuse

wait until OPEC+ have consensus on production cut, should Russia and MBS not happy with each other and declare price war again, we collect more or if they agreed cut production further, the price will rise. Either way we are winner..

Stock

2020-11-30 10:25 | Report Abuse

Dicky untung banyak lah

Stock

2020-11-29 13:12 | Report Abuse

This is just one of a few upcoming good news i.e. vaccine approved by FDA, acquiring of new assets and possible oil price up (due to approval of vaccn). Road to 80c

Stock

2020-11-26 16:44 | Report Abuse

don't worry micsoh, we have a lots of good sentiment coming up, better qtr report, OPEC+ meeting, and approval of Vaccine by nxt 14 days..Pfizer said that 4.5m of vaccine will be ready by 11 Dec.. most of upcoming news will send oil and bunga raya price higher

Stock

2020-11-26 11:37 | Report Abuse

I think boat wont start until until the budget decision is clearer

Stock

2020-11-25 16:19 | Report Abuse

aiyo..uncle lim must have be bz rappo with YB Saravanan and forget to SBB today..

Stock

2020-11-25 12:48 | Report Abuse

Dont worry Uncle Lim and Mr E will come and save the day again~!