Reversed discounted cash flows analysis, a powerful tool to gauge whether the market expectation of the growth of the business in the future is reasonable.
Where did JT Yeo say the IV of APM is RM3.95?
Posted by speakup > Apr 2, 2016 10:18 PM | Report Abuse if your intrinsic value for APM is 3.95 and the share price now is 3.95, that means dont buy now coz there is NO margin of safety!
Pls bear in mind tat all the companies written in tis blog we should not buy at all...we wanna buy something tat no analyst wrote about and not under coverage by investment analysts...
I would disagree with you regarding this statement:
"If investing in great companies is akin to finding the most beautiful wife; deep value means marrying the ugliest of the ugliest.".. it should be "If investing in great companies is akin to finding the most beautiful wife; deep value means finding the natural beauty women/man which has been overshadow by their worst makeup" I suppose it should be like finding hidden gem right?:)
However, why not NHFATT then if we want automotive stocks, similar companies. though NHFATT is more focused on making replacement exterior parts. Or Favco etc etc.
The thing about APM for me that i worry about i that, i have no idea what their competitive moat is. Is this drop in profit due to a temporary change in vehicle demand, or a more permanent condition due to inability to compete. Their main shareholder Tanchong is really fucking up over the last couple years when vehicle sales is actually rather stable.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
buddyinvest
719 posts
Posted by buddyinvest > 2016-04-02 17:36 | Report Abuse
Apa khabar Favco?