dont get me wrong, i think KFima is excellent for a defensive stock. Just that its a long term holding and price for now doesn't match my entry level. I may look into it again once their next earning is reported. Should reach above 1.95 if this stays consistent.
Fandi, correct in theory. you must check other "moats" if she has. Najib has mentioned monopoly in money printing. You really cannot put a premium on that.
KC, dun worry we are learning from each other, no hard feeling. The most important thing we are making money from this market by investing in GOOD stock.
I am cool. I will keep you in the loop of any good stocks i come around. In fact, i just gotten to know this forum only recently and actually through my friends in USA. for quality stocks matched with good valuation, there's hardly any nowadays with the dizzying heights at current times. Its actually time to be fearful, as far as i am concerned.
I am analying for my relatives' and some friends' pooled funds, and so far made average returns of 12%+ last year. That's why i am a bit more choosy. Wife said still not enough... what to do! :(
Fandi, you are right. The company balance sheet is very clean and has very little borrowing for their trade line(You can check the latest quarterly report in Bursa website). The company share capital is very small, only RM265 million and the market capitalisation is only RM465 million. One of my monitor list for potential privatised candidate.
Heard that they will come back as FORBES best 500 company under 1 Billion share cap after 2009.(see the link below)
Good deed! Understood well on your statements. You are good at analysing things. Focused to what you want and which one you need the most. Nice meeting you in here.
Najib, this may be of interest to you: Mudajaya. but bear in mind the price have been holding at the 2.72-74 range for the longest time. caveat emptor.
Current P/E Ratio (ttm) 5.2022 Estimated P/E (12/2012) 5.9607 Earnings Per Share (MYR) (ttm) 0.5248 Est. EPS (MYR) (12/2012) 0.4580 Est. PEG Ratio 0.4657 Market Cap (M MYR) 1,499.88 Shares Outstanding (M) 549.41 Enterprise Value (M MYR) (ttm) 1,327.99 Enterprise Value/EBITDA (ttm) 3.96 Price/Book (mrq) 1.4746 Price/Sale (ttm) 0.9158 Dividend Indicated Gross Yield 3.296
@jtpc2006, Mudajaya is seemingly contending with a whole host of problems to the market analysts. Chiefly is that the coal supplier is not supplying them in India even with presidential order. But i think this will be overcomed in just a matter of months. I understand that the coal deal (will be on on FIFO basis) which means the IPP which build before 2013 (of which Mudajaya did) will be given first priority amongst others. Also, in their term, they have a clause that any increase in cost due to the shortage in coal will be passed on to the buyer, which in this case is the govt of India. So Mudajaya wont really lose in any case, unless political upheaval happens. I think its good entry for Mudajaya in India, when there are such shortage (5-figure shortage if memory serves me right) when the whole project could only supply 1k+ generation of power. I got in at 2.56 for 600 lots, so holding steady now at the current price and waiting for 1st quarter 2013. Thats when the first batch of electricity will be supplied to the region. expected within then TP of 3.60 to be reached within the first two quarters 2013. Analysts wont have that much patience and appetite for that sort of risk. Your call
Nubhan, Keep an eye and focus on the battle field. Keep save, retreat if you needed to. King made King. We don't want to loose you. Save your self, save your soul. -The Art of War, Chapter 1.
Euro Summit deal looks promising. If DJ get +100 points above and S&P 500 gets +15 and above, next week should be GREEN GREEN all the way. Hope for the best, prepare for the worst.
The chairman, who happens to be the boss at MPOPC and TH Plantation as well, purchased shares. It should tell you something may come up at their next announcement for CBIP.
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Posted by nubhan . > 2012-06-27 14:51 | Report Abuse
another Takaful in the making ? :)
Kfima is worth the money, i think. Technically, just above upper trendline since May 2010. So risk reward ratio is manageable. Cut loss at 1.70