Yes, got your point. Thank you

Furthermore, if the purpose is to reduce debt and save on interest expenses, loan or private placement may be sufficient. Investors will tends to response positively to rights issue if it is for biz expansion or acquisition. Can i interpret like that? thank you

Mr KC, have thought of that but the rights issue will enlarged share based too, and with much higher discount, isn't it?

I will sure go for (2). But if the bank see my debt level is high and refuses to loan to me, then i will go for private placement. Agree?

Mr KC, can we use higher growth rate to offset the effect from higher required rate?

Mr KC, If the growth rate can support the high PE, and with much more cash flow in, the value of company will increase too?

Noby, i think that really free up lot of FCF which hopefully will benefit the EPS via better business expansion.

Noby, your calculation has made lot of sense to me of why the private placement always at 10%..Perhaps that serves at threshold to balance between the cost of debt. Thank you

Noby,
Net Income 4.52865 3.99

Can you show your calculation to derive above figures. Thank you

On another thought, banks are use to be "cold blooded" especially when coming to "troubled" company. So, if a company successfully engaged in private placement, would that implies the company is actually still safe to buy in? Thank you

Mr KC, further from question from noby, can i conclude that usually business will opt for bank loan first, before going for second option (private placement)? Since bank will usually access the company financial before giving out the loan, commonly speaking, no good health, no borrow the money. That indirectly tell us we should take precaution measure when company go for private placement? Thank you

Mr tan, Kindly help to add:

1) Inari dividend ex 3/6/2015 - 2.1 cent per share
2) Scicom dividend ex 4/6/2015 - 2.0 cent per share
3) TMC life -pls add bonus warrant of 1 warrant for every 2 shares - ex 9/6/2015
4) CBIP dividend ex 11/6/2015 - 3 cent per share

I hv put in the TMC and CBIP for your easy reference since only few days different.

A moral class is more important :-)

Just a conspiracy thought...happy investing

how possible the chart is actually a designer‘s work? All path are designed to move in particular way..The same goes to financial statement....

Good Analysis!

the question is asked on the basis of to start buying gtronic. Thank u

Hi mr kcchong, how adviseble if can we safely ignore PE or give higher tolerance when a good company like gtronic constantly gives high ROIC?

Thanks Mr OTB..hope to learn more from u.

Mr OTB, may I ask if ur measure of good stock using the growth rate is refering to CAGR? year over year? Or quarter over quarter. Thank u

Posted by georgelimson888 > Apr 17, 2015 05:57 PM | Report Abuse

1 year ago, there is this person named - YiStock. He recommended instacom highly. I told him not to dream. He replied saying I am brainless. Now instacom drop until 13 cent. I wonder if he cut loss at -60% already or havent yet.


I dont think i m that "kurang ajar" to call you brainless. Anyway, i realized your user account has been banned after attacking people everywhere. Maybe to certain degree the i3 do interpret you as one. Very sorry to hear that.

gauss @georgelimson88, I was in this counter last 1.5 years ago, yes you are right, YiStock did promote this counter before, but finally he did clarified this was a mistake. I don't think he lost money in counter, he escaped after he averaging down his warrant during the penny goreng event (Do you remember? sumatec, macro, ideal, forgot another one) last year August. I don't have any relationship with YiStock, but I personally think he is a wise man.
24/04/2015 10:54

Hi Gauss, I didnt earn money in this counter although i have low entry price. Instaco was also my stock pick when in 2014 challenge. Thinking back, i may be a good long term investor as i tends to hold even though i have paper profit. I had a pretty bad experience with instaco as i didnt study their account thoroughly. I have thereafter set a criteria of minimum 3 years turn-around to confirmed a company ability to generate profit, before i decide to invest in.

Another counter that i invest a lot is cuscapi. The business was doing ok until the REV table failed to attracts customers. I treat this as investment failure.

I'm now going into only financial sound companies. However, i fully aware that even a giant can fall.

We are all small shareholders of these companies, always pay attention on the fundamental.
选股，进股，持股，退股。。all are important. Cheers and good luck.

Time is treasure, don't waste it. Have a nice day!

Positive thinker - continue to hold and accumulate and wait.
Negative thinker - continue to search for bank offer highest FD rate.

Case closed!

Have a nice day :-)

"The sun will STILL shine after each and every raining day. :-)

No need work hand in hand with fund manager, just some basic investing knowledge. Cheers :-)

skyz, just my opinion. Other function or PER include measuring market expectation. ie. when the company has bright prospect, the PE tends to be higher (Expectation function will beat the conventional PER function of measuring cheapness/ expensiveness). When pessimistic, PE will be set lower...When optimistic, PE will be set higher..Padini is GOOD company that facing some little challenge for the time being.. is part and parcel of any business.. hope we all can take advantage of market pessimistic..cheers!

I learned new stuff. TQ

GTD Order or Good Till Date Order is a conditional request made to the broker (or the system) to keep the order in system till a predetermined date, unless it is executed or cancelled.

Normally the order gets canceled at the end of the day, if it is not executed. With this attribute attached to the order, the order remains in the system, until a date if not canceled or executed.

-Google-

For value investors only.

Consider Buy this company..cheers!

Consider Buy this company..cheers!

Adrien, you decide. Cheers!

Mr Kc, 受教. Deeply appreciate. Thank you

Mr KC, "High return of capital" different from " high return on marginal capital"?

Mr KC, any general guide on "Cash per share" a company should reasonably retained/maintained in order to optimize the opportunity and risk? Thank you

Thank you very much mr kcchong

FANTASTIC!

mr kcchong, may i ask..when u diagnose a company's financial,there are always two parts: NOPAT and comprehensive income after tax (usually involved foreign ccurrency translation gain/loss. May i know:
1) which figures is more reliable to use? certain company has high portion of forex gain/loss against NOPAT, year in year out, making the comprehensive income especially high.
2) do u consider to use comprehensive income if forex play big role on company 's day to day biz..or strictly to look on NOPAT still.

Apreciate your kind feedback. Tqvm

Apini, thank u for ur feedback. Didnt know that I overcalculated as per what u told. Cheers

Mr OTB, this is an Assumption.Should such event happened, what individual investor will react to such event. Hopeful for the best, and be prepared for the opposite. It is not conflicting to my blog.

Let assume the upcoming quarter is a "LOSS" quarter and the share price collapse to 0.10...What will be the reaction?

I missed the boat of cheapness...后知后觉。。

stevecheahsw, i did a check on 2 years heng huat. Pretty good health. Bursa Dummy has given a very informative blog.
Hopefully, the management able to lift the performance to support the latest bonus issue proposal. Best wishes!

Awesome, i have multiple entries at different prices..0.25 - 0.29. Still hopeful for 0.23.

Good company

Updated ares green april 15 revenue

I think the biggest different is you need "lesser" attention if you invest in good companies. Just observe the value vs price will probably make you lot of money.

Speculate in penny counters need "excessive" attention. It does not necessary or surely to lose money to speculate, if the "luck" is with you (based on chart or whatsoever), you enter and exist at the so call " right timing, right price", you can earn big buck too.

No big change, is just a choice of invest more, speculate less.

Agree?

duit, thanks for reading. In fact, i personally seen the value of many good companies resurfaced. Cheers!

Be hopeful for 0.23 and below.

in fact, i just add on price vs EY vs PE in the blog..sorry if it is not appropriate