PALM = CHASE HIGH

those who entered Rm0.030 or below should be considered newbie comparative to those oldbies who entered at this counter's peak

PALM = CHASE HIGH

@WannaBeTechAnalyst thanks for your insights

go palm if you like to CHASE HIGH

reentered this counter at RM3.24. Amazed by it's latest QR and dividend ^_^

sold all my remaining SURIA today, very disappointed with the latest QR, luckily can still escape with some profit here

any reason why price drop? I mean fundamentally not technically. I see fundamental and future prospect are good, only problem I see here is not enough NTA discount. Anyone know why price still drop despite such a good QR just released?

2021 year EPS is better than 2019 year. but 2019 year price is at it's peak at 0.76. now it is less than half price the price, too cheap to collect

fundamental cantik, byk NTA discount, PE rendah, ada dividend, apa lagi investors mahu?

result sangat cantik oh, masih tiada pembeli ka ni hari?

@kong73 I don't give petronm that high valuation as of now, not going to chase high there, I might only consider to enter petronm if it's price fall below 4

@oku_2020 haiya, told u gold is not bornoil main business la

most importantly not part of it's NTA

even if bornoil don't make money, just buy for it's NTA also so much worthy already. Read total assets vs total liabilities. Total liabilities is almost negligible

result cantik cantik wor hehehe

@DestinyL regardless, khind's improved revenue and EPS is also due to their new online marketing strategy. most importantly, it persisted for multiple QRs and seems to be able to maintain in short or longer future.

@Nathan27 I like your suggestion of panamy taking over khind. let's hope..

khind price is so much lower (undervalue) in compare to panamy

@mywb so far I have been doing very well with my own way of FA since start investing, without any insider news or tips

@mywb RM18 is overvalue, RM9 is slightly undervalue with the high div rate in tact. Without high div rate fair value is RM8 imo. your TP RM6 is undervalue imo even without the high div in tact, because div rate with be become relatively high if the price actually drop to RM6. I won't be hesitate to rejoin this counter if offered at RM6

this is how I see the counter in the perspective of fundamental. I can see that you are a technical investor via your comments

@DestinyL panamy and khind products are not much different in term of both price and quality. If panamy is grade A, khind won't be lower than B+

grade B below is pensoni or fiamma

@supersinginvestor I just rechecked, petronm div rate (4.11) is lower than tenaga (4.43), and what is your entry price there? it is -4% as of now for today

I am always OK with investing in low div rate or no div company, but I seek lower PE (legit one, not one off gain) and better NTA discount price. For example, Khind (PE 5.52, NTA RM4.52 vs current price RM3.32)

@Wriajati "Tenaga can always recommend a special divvy in q1"

I agree. But since they used to announce special div in q4, at this point, it seems high probably that there won't be special div for this year, and there is also no clue whether special div will resume in the future. so I would stay out for the moment of uncertainty

with the improved fundemental (all time best for this company) and russian war sentiment seems to have played out. There is no more current reasons for the price to drop from here onward

easily back to Rm3.5 anytime today

I won't be hesitate to reenter this counter if the company reannounce the special dividend (provided the company price remains the same or become lower at that time)

it is not that I need the high div payout, but it is the company that need the high div rate as part of it's fundamental to maintain good market price

@Kong73 I am not being impatient here, I am not satisfied with the change in fundamental (high div rate), I revalued the company to be lower than RM9, previously with the high div rate intact, i valued this company at around RM10, that's the reason I consider RM9.07 (my entry price) a good deal, now it is no longer the case, so I seek to leave.

1 of the valid reason for fundamental investor to cut loss is change in the fundamental of the company

and thank you whoever that bought it from me

gd luck all who still stay

thanks, finally leave this counter for good, with minor scratches

Already set my sell queue at 8.980, please buy from me.

I lost my chance to sell at open market anyway due to maybank's maintainance just now. At this point I had to wait for a while or accept my 2% capital loss

@TreeTopView I am not talking about the EPS or PE part of the fundamental, but high div.

PE of this company is not that attractive anyway. and it's NTA discount also not too attractive.

I am mainly attracted here by it's status as blue chip and high div rate, but now it seems like the high div rate is longer something promised here

see how lo, I also don't want cut loss so fast here. but as a fundamental investor I consider consistence high div rate as part of this company's fundamental, so a drastic change of this is considered for me as change in fundamental of the company, which makes me revalue the company

first time in this counter then no special dividend liao? sienz lo consider cut loss liao tml

@beetles memang not related ma, but you know la market sentiment / index thing, see other counter also not related semua pun jatuh teruk ma, you not first day invest bursa right?

mana ada cheap sale today, saya beli few days ago pun about the same price, one of the most resilient counter today

@Orson Chin read the QR, bornoil main business is F&B Sugar Bun, although is it currently making losses due to covid. They are mainly focusing on improving there franchise business to generate future profits

Selfishness is everywhere, especially where money is involved. Is better focus on the company's price and fundamental.

If you can't disregard the directors' selfishness and don't like the company due to this, "sell" button is always there for you.

your own investment is all up to you, there are plently of companies out there that you might like their directors

@Orson Chin this counter main business is F&B ok?

today don't ask why tenaga drop la please. read news

@mywb

russian war market sentiment / index problem, apa counter pun down la, this counter down 1% only today very resilent already lo

like this also make u feel proud ka?

finally able to reenter this counter at RM3.35, last time taken profit at RM3.60 (30 august 2021)

so glad being able to reenter at cheaper price after the fundamental of the company become stronger and future prospect seems to be more promising. PE 5.33 (this is legit PE from company main business profits instead of one off gains)

EPS is much better than Panamy (panamy flopped a lot) shows that khind has beaten panamy in the same business competition

gd luck all, lets hope khind price can also beat panamy's market price

those of you who afraid I repeat the same thing because this is the only truth and you guys don't want me to repeat this so you guys can repeat say the negative things without getting exposed

investors need to stay positive, if you no longer like this counter just stay out, no need say negative thing

@sales because this is the only truth here. no need to say other things

palm = chase high, go chase if that make you happy

do also take note that the current price is lower than during march 2020 when klci is at 1200 point. absolutely huge discount for the retailers

the price also cannot drop much more at this point, as it will create an unreasonably huge dividend rate, attracting even more value investors like myself to buy in