yellRandom

yellRandom | Joined since 2013-09-24

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2014-09-18 23:23 | Report Abuse

i would venture that the analysis above is very much emotion driven, by comparing with another stock of similiar nature.

A proper analysis should constitute of the proper understanding of:
a.) the revenue from salamander
b.) percentage of contribution from the profit to sona, not likely that all profits will be returned to sona, as most will be kept with Salamander as working cap
c.) a calculation of earnings per share.

As of now, minimally should be able to tell the Net Asset of Sona, Salamander ownership + cash remaining from the RM500m raised from IPO

The calculations above can still be dangerous given that no one can be assured how long the platforms can contribute, but at least gives some base of understanding

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2013-10-29 20:49 | Report Abuse

@ayamtua, I can feel your joy, and I share your happiness but just a word of caution on investment.
The nature of investment is such that even most seasoned investors advocate to use only your spare cash for investment. this has been explicitly stated by Philip fisher from "common stocks uncommon profits".

This avoids the emotional part of investment and rewards you the patience when investing, the holding strength when tides changes.

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2013-09-24 19:23 | Report Abuse

Thanks Calvin,

On your recommendation I went to Giant and got myself a Tango. Not bad :) good pricing point and still below the price of most chocolates by about 20%. But to be realistic I don't think the revenue can dent the profit and revenue of PMI.

I appreciate very much the insider info that you have provided, coming from a few years of study, to be summarised in one page. This is concentrated good stuff, once again. Thank you :)