Posted by qychong > 2014-07-11 16:28 | Report Abuse

You are by far the best and kindest ! Thanks a million for sharing

Posted by Chief > 2014-07-11 20:09 | Report Abuse

Thank you for sharing!

Posted by Intelligent Investor > 2014-07-11 20:51 | Report Abuse

you are welcome.

if you interest to learn more, you may want to consider to join mr. chong's online investment course.

Posted by LiveStrong > 2014-07-12 19:51 | Report Abuse

Intelligent investor, can i have a link to that?

Posted by Intelligent Investor > 2014-07-12 20:14 | Report Abuse

Hi LiveStrong,

I have upload it to one drive and the link is in my post.

Posted by chongkeatL1 > 2014-07-13 00:08 | Report Abuse

Hi Intelligent Investor, in cell E112 in the "Finance" worksheet, I think you might have mistakenly deducted the Cash from the Non-Current Assets(E63) instead of the Current Assets(E40)? If not, then I apologise for my bad eye haha.

Posted by Intelligent Investor > 2014-07-13 00:23 | Report Abuse

HI chongkeatL1,

Thanks for pointed out. I believe you mean the E122 - Excess Cash.

Posted by chongkeatL1 > 2014-07-13 00:53 | Report Abuse

Hi Intelligent Investor, yup, I meant the calculations for Excess Cash. So that means Current Assets should be used for the deduction instead of Non-Current Assets?

Posted by Intelligent Investor > 2014-07-13 01:03 | Report Abuse

HI chongkeatL1,

Yes. You are right

Posted by chongkeatL1 > 2014-07-13 01:17 | Report Abuse

Hi Intelligent Investor, I see, thanks a lot for the replies! And thank you for the worksheet, it is extremely helpful, especially for someone like me who's just starting out and learning.

Posted by Intelligent Investor > 2014-07-13 11:11 | Report Abuse

HI chongkeatL1,

You are welcome. Do let me know if you find other issue on the template.

Most of the item in the template was build by me based on Mr. Chong's course. You may want to consider to enroll to his online course if you wish to learn more.

Posted by sleepyme > 2014-07-13 15:53 | Report Abuse

hmm... i tried opening the file but apparently excel crashes immediately everytime i tries to open it..
is there any specific ways we should adapt upon opening the file ?

Posted by Intelligent Investor > 2014-07-13 16:55 | Report Abuse

Hi sleepyme,

You just have to click the link on my post to open the file.

Maybe you can give a try by using a newer browser.

Posted by aikwais > 2014-07-13 20:10 | Report Abuse

Dear Intelligent Investor

Thank you for your effort. I believe this will benefits all of us.

One question, could this Excel automatically download the data or I need to key in manually from klse.my website?

Kinda complicated for Excel idiot like me.

Regards.

Posted by aikwais > 2014-07-13 20:18 | Report Abuse

Just wondering.
Do you happen to know Jae Jun too? His Excel only works for US stocks.
I persuaded him to incorporate his Excel for Bursa stocks but he is not interested.

Posted by Intelligent Investor > 2014-07-13 21:20 | Report Abuse

Hi aikwais,

Thanks you for your compliment. As mentioned in my previous post, most of the item in the template was based on Mr. Chong's course. You may want to consider to enroll to his online course if you are new on this field.

You have to key in the the data to the excel, you may refer to:-
http://intelligentinvestor8.blogspot.com/2014/06/financial-statement-analysts-template.html
and
http://intelligentinvestor8.blogspot.com/2014/06/analysis-template-v102-and-answer-to.html

And, I am using www.klse.my to retrieve the annual report. Do let me know if there is better source that can provide the financial data, I may able to built tools to perform auto analysis if such source is provided.

But, I would like to emphasis that we should read on the annual report to perform a more thorough analysis as the financial statement is only provide part of the information. Do read on the financial notes too (http://intelligentinvestor8.blogspot.com/2014/07/data-in-financial-notes.html)

Posted by Intelligent Investor > 2014-07-13 21:22 | Report Abuse

I am following Jae Jun's post but I do not know him personally.

Posted by Chief > 2014-07-14 11:29 | Report Abuse

Dear II,

If you are looking for financial data, Have you try out Equietiestracker?

Do you mind to email me and we can discuss further on that?

My email is chief.tx8@gmail.com

Thank you!

Posted by DOROTHY10 > 2014-07-14 16:38 | Report Abuse

Hi Intelligent Investor, thks for sharing. Which MrChong? Fairly new to yr blog.

Posted by Intelligent Investor > 2014-07-14 16:58 | Report Abuse

Hi DOROTHY10,

Mr. Chong is kcchongnz - http://klse.i3investor.com/servlets/cube/kcchongnz.jsp

Posted by Intelligent Investor > 2014-07-14 18:23 | Report Abuse

Hi Chief,

It is better I put the answer here and other members can aware on this too.

"You can key in 'incomelete data' to the template. But, it will show you a blank result if certain required data not provided. Do give a try. I do advise you to capture the data from annual report, and read the annual report first before you put your hard earn money to the market."

Posted by Chief > 2014-07-14 18:27 | Report Abuse

Great! :)

Posted by lindahui > 2014-07-17 21:02 | Report Abuse

hi II, may i know what the MOS stand for? because i saw this in excel spreadsheet quite frequent.

Posted by Intelligent Investor > 2014-07-17 22:11 | Report Abuse

Hi lindahui,

MOS stand for Margin of Safety.

What is Margin of Safety?

"A margin of safety is achieved when securities are purchased at prices sufficiently below underlying value to allow for human error, bad luck, or extreme volatility in a complex, unpredictable and rapidly changing world." - Seth Klarman

"The margin of safety is always dependent on the price paid. It will be large at one price, small at some higher price, nonexistent at some still higher price." - Benjamin Graham

Posted by Intelligent Investor > 2014-07-17 22:11 | Report Abuse

In my opinion, MOS is the core principle for value investing. And, Graham told us "Confronted with a challenge to distil the secret of sound investment into three words, we venture the motto, Margin of Safety."

Posted by aikwais > 2014-09-30 11:06 | Report Abuse

Any new updates on the Excel?

Posted by Chief > 2014-11-01 18:01 | Report Abuse

Dear Intelligent Investor,

Any new updates to your Excel sheets? Is it very good. Thank you for your effort!

Posted by Intelligent Investor > 2015-10-05 16:36 | Report Abuse

Hi Alpha Investor,

This is the latest full template. I make use of different worksheet in this template when working on the analysis for the companies.

You can follow this link http://intelligentinvestor8.blogspot.my/search/label/Financial%20Statement%20Analysis%20Template and I shall publish if I update the full template.