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Value investing enthusiast. Buy good companies at fair price with margin of safety. Feel free to contact me for job opportunities related to company analysis/ valuation. Have about 3 yrs experience with a Big 4 advisory firm.
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2020-04-26 16:13 | Report Abuse
Sorry discounted at 3%*
News & Blogs
2020-04-26 16:12 | Report Abuse
Whilst I respectfully disagree the market is always right (otherwise how do we make money haha), both of you are right. EPV may not be a good method for Carlsberg as it is conservative (no value given to growth). Market thinks there will be more growth in earnings (new products by parent Carlsberg).
Or maybe my cost of capital is too high given low rates now and Carlsberg stable earnings should be discounted at 6%.
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2020-04-04 10:42 | Report Abuse
Analysis of Magni using earnings power value method by Prof Greenald. May be worth RM2.
Slides below:
https://drive.google.com/drive/u/2/folders/1bTSy6irN2hplj1KU4oZpSR08ODzktieM
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2020-04-04 10:40 | Report Abuse
Application of earnings power value on Carlsberg Malaysia yields a value of at most RM13.
To achieve its current pricing, CM earnings need to be capitalized at 3% (translating into 7% WACC and 4% perpetual growth in earnings).
Slides here:
https://drive.google.com/drive/u/2/folders/1bTSy6irN2hplj1KU4oZpSR08ODzktieM
Stock: [POHUAT]: POH HUAT RESOURCES HOLDINGS
2020-05-08 18:19 | Report Abuse
https://klse.i3investor.com/blogs/valuendiscipline/2020-05-07-story-h1506940869-Investment_Idea_3_Poh_Huat_Resources_Holdings_Berhad.jsp