SincereStock

SincereStock | Joined since 2017-05-25

Investing Experience Intermediate
Risk Profile Low

Fundamental Value trader / investor base on PE & PB. Anti technical analysis. targeting undervalue company and hoping for privatization (easiest way to earn money)

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2,351
Past 30 days
27
Past 7 days
12
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User Comments
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1 day ago | Report Abuse

really even 10 EPS also hardly propel price above Rm1.25 this time. after this just see if gold price can go another level

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1 day ago | Report Abuse

to be honest, I really appreciate how news reporter reported this QR so positively, provided just enough leverage for me to lock previous profit. when I read the QR yesterday I am so disappointed, but when I see the news I am so relieve and sure able to still cash out at least yesterday closing of Rm1.19.

as of do I agree with the news? i am really just lmao all the way

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1 day ago | Report Abuse

and no matter what I still keep a few for in case gold price keep rising up

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1 day ago | Report Abuse

@goldbuller1 I know it is off season, but still general expectation is higher due to high gold price. plus TOMEI perform better at similar QR, pohkong is just 1 month later.

see how market response now, only thing that try to maintain share price is gold price plus slight higher dividend payout, but how long can sustain?

if QR is really good, plus gold price and DY increase, why you think price don't go up. of course I hope QR is good too but I don't try to lie to myself.

don't tell me the result is good or not, just ask yourself. are you satisfied with the QR?

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1 day ago | Report Abuse

@kasinathan indeed, well said

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1 day ago | Report Abuse

sold all remaining NHFATT at 2.00 (25 september 2024, 9.18am) dissappointing with recent QR, was trying to find a better price to sell. only realise the recent price rally after yesterday closing. glad to be still able to sell at only slight lower than yesterday closing

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1 day ago | Report Abuse

topped up quite significant stakes of ASIAPAC at 0.105 with cash just unlocked from POHKONG profit taking. (25 september 2024, 9.02am)

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1 day ago | Report Abuse

"worse" than good doesn't mean bad, but it is still quite disappointing because expectation is higher. especially when comparing with TOMEI recent QR

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1 day ago | Report Abuse

sold most of my POHKONG to lock profit at 1.200 (25 september 2024, 9.00am open price). QR is dissappointing. but I still keep a few of my stakes here due to current high gold price just in case price react more to gold price instead of bad QR

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2 days ago | Report Abuse

@TheContrarian hope so, thank you, keep updated ya~

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2 days ago | Report Abuse

hi guys, anyone know how to apply to hektar dividend reinvestment plan? I tried with bursa anywhere but it says I have no DRP available for reinvest. I am sure holding my share prior and pass the exdate. is it the application has yet to open or we need to apply it other way other than bursa anywhere apps?

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2 weeks ago | Report Abuse

I prefer high DY due to price declining rather than DPS improving, because that also mean PB is lowering

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2 weeks ago | Report Abuse

so far for the current QR the performance is satisfying base on both qoq and yoy, while revenue is breaking all time new high (probably due to new inclusion of KYS)

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2 weeks ago | Report Abuse

declining DPS has to be monitored but it's new inclusion of KYS has good potential to stop or even reverse the declining trend, so it is worth to enter and monitor at this point while DY is maintained at near 6% due to **low share price**

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2 weeks ago | Report Abuse

last year Q4 is 2.3/2.7 = 85% of Q2
so assume this year Q4 is also 85% of Q2 = 1.9 x 85% = 1.2
so expected DY for 2024 based on current price is (1.2 + 1.9) / 52 = 5.9%

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2 weeks ago | Report Abuse

fundamental and upcoming september QR is more relavant than any technical analysis

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2 weeks ago | Report Abuse

@SCM2023 good to know, thanks for sharing info ^_^

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3 weeks ago | Report Abuse

@SCM2023 well said, I didn't expect the strong QR selling because the QR is similar to HARBOUR while HARBOUR also didn't suffer strong selling down. and yes SYGROUP now deverse better valuation than HARBOUR due to injection of new profitable business

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3 weeks ago | Report Abuse

bought a few MAG at 0.175 (9.00am, 2 september 2024), my very first ace market stock. revenue / EPS improved a lot, still can get at lowest pre QR price of 0.175, net asset > total liabilities. annualized current QR PE is less than 5. pawn business is a never sunset business while mag's prawn business is shown to be growing.

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3 weeks ago | Report Abuse

sold all ktc at 0.205 (30 august 2024) qr expectation not reach

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4 weeks ago | Report Abuse

topped up a few more HEKTAR at 0.545 (29 august 2024), good place to put my cash unlocked from other bad QR counters

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4 weeks ago | Report Abuse

top up a few POHKONG at 1.13 (29 august 2024), gold price still above 2500, TOMEI result is good, so probably POHKONG will good too, at such EPS / PE, POHKONG is deeply undervalue.

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4 weeks ago | Report Abuse

sold all prestar at 0.440 (9.00am, 29 august 2024) disappointed with QR, seems this sector is not good at this stage. better quit and go other counter first

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4 weeks ago | Report Abuse

sold all remaining HARBOUR at 1.48 (9.00am, 29 august 2024) QR is neither good or bad, but at 1.48 price investors are expecting better QR to support. since I still can leave at 1.48, it is better to do so and invest in other lower undervalue counters.

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4 weeks ago | Report Abuse

sold all MESB at 0.500 (9am, 29 august 2024) disappointed with QR, apparel business so far is declining hard

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4 weeks ago | Report Abuse

Mall / Carpark operations improved very well. Property is the one dragging it down again. it would be good if can let go SMI to get cash and clear the bad debts / high finance costs

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1 month ago | Report Abuse

@TheContrarian yes plus that reason too for some

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1 month ago | Report Abuse

@Fundamental Trader yes agree value still in tact. but I think it is more like operator manipulation of pressing down price instead of retailers overeacting to slight below expectation QR.

topped up a few more PPHB at 0.855 (27 august 2024)

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1 month ago | Report Abuse

reluctantly sold all few remaining APM at 2.97 (27 august 2024), needed urgent cash to top up PPHB at significant discount good bargain of RM0.855

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1 month ago | Report Abuse

first time bought into PCCS this counter at 0.435 (9.01am, 27 august 2024), improved main business of apparel for 2 consecutive QRs. another good QR will put it in very similar situation as skbshuts before it's initial super soaring.

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1 month ago | Report Abuse

topped up a few more HEKTAR at 0.555 (26 august 2024), need a bigger stakes here this counter while it is still near bottom so can offload stage by stages when the price go up

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1 month ago | Report Abuse

so so or just a little good QR (yoy wise), will keep my few remaining DKSH as of now and see how

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1 month ago | Report Abuse

so so or just a little good QR (yoy wise), will keep my few remaining APM as of now and see how

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1 month ago | Report Abuse

sold all orna at Rm1.00 (28 august 2024), glad to still be able to exit at same as my latest reentry price of Rm1.00 despite another flop QR

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1 month ago | Report Abuse

@fruitcake that's why technical analysis isn't the correct way to trade nowadays, easily manipulated. fundamental always previal at the end

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1 month ago | Report Abuse

klci small index falling problem again?

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1 month ago | Report Abuse

what happen? I thought QR is good?

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1 month ago | Report Abuse

even at 1.9 cts, that is just for half year, full year assume another 1.9 cts, won't hard since they mentioned there is 1 off cost for kys this QR. assuming 3.8 cts for whole year that would still be 3.8 / 0.54 = 7%, a fantastic DY at current market price

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1 month ago | Report Abuse

@Justmeme agree and I love that idea, too bad management won't like the idea, rarely there is any entrepreneur that would like to fold up their business and go enjoy life with the money, they got addicted to keep running the business. it is like a child for them, not for sale

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1 month ago | Report Abuse

bought into my very first reits counter HEKTAR at 0.545 (9.00am open price, 23 august 2024). improved revenue, EPS / distribution DPS due to new inclusion of KYS that seems yet to be reflected in price. one of the highest of not the highest DY reits counter. however, I am anticipating capital gain through market price increase due to the unreasonably high DY instead of investing for the long term DY itself. first reits I deemed as undervalue for trade. others seems to be traded at fair value therefore unable to attract my interest so far.

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1 month ago | Report Abuse

[22/8/2024 5:04 pm] SincereStock: sold some dksh (22 august 2024) to reduce stakes toward its qr. time for it to perform for its current good qr is running out and the expectation bar set for next qr is quite high to worth the risk

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1 month ago | Report Abuse

price still not even fully recover from black monday

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1 month ago | Report Abuse

price still not even fully recover from black monday

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1 month ago | Report Abuse

first time entering UNIMECH at 1.50 (9am open price, 22 august 2024). downtrending old school important business that is still profitable (PE below 10) and not sunsetting in foreseeable future. more cash than total liabilities. nice NTA discount. fulfilling well my main criterias for value trading, thanks for the downtrend to provide a good opportunity to entry this counter that previously traded at fair or above fair value at discounted value. and thanks for the recent QR report that attract my attention to this counter that I ignored for long

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1 month ago | Report Abuse

first time entering TGUAN at 1.75 (9am open price, 22 august 2024). downtrending old school important business that is still profitable (PE below 10) and not sunsetting in foreseeable future. more cash than total liabilities. nice NTA discount. fulfilling well my main criterias for value trading, thanks for the downtrend to provide a good opportunity to entry this counter that previously traded at fair or above fair value at discounted value. and thanks for the recent QR report that attract my attention to this counter that I ignored for long

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1 month ago | Report Abuse

while still holding some SYGROUP, although I expected SYGROUP will perform better than harbour within this 3 months QR, I can't believe SYGROUP actually performed so so much better than HARBOUR, way beyond my expectation.

which also means, the underperform HARBOUR is actually a very good bargain now. especially for those who locked a few profit from SYGROUP

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1 month ago | Report Abuse

topped up a few more HARBOUR at 1.41 with cash I just unlocked from ASIAPAC (21 august 2024), HARBOUR is so so much better bargain than SYGROUP now

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1 month ago | Report Abuse

@nemesis yes agree. btw today rising is probably catalysted by potential SMI take over, if successful will give more cash to ASIAPAC to ease up it's huge debts

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1 month ago | Report Abuse

just trade a few in between in case non stop flip flopping only