Posted by valuelurker > 2016-09-21 14:55 | Report Abuse

Nobody here's going to attack the assumptions/thesis?

Posted by steel88 > 2016-09-21 14:58 | Report Abuse

Agree DY is poor. Too high to chase now.

Posted by Beza > 2016-09-21 17:29 | Report Abuse

Stingy counter.

Posted by shareinvestor88 > 2016-09-21 21:10 | Report Abuse

When net cash , NTA , net profit , FCF goes up the share price goes up accordingly

Posted by hyteo1992 > 2016-09-21 21:14 | Report Abuse

dividend yield should not be a main factor to determine a company quality. It is a plus point, more like a bonus. Not a main criteria.

Common Stocks and Uncommon Profits by Philip Fisher.

Posted by dusti > 2016-09-22 09:33 | Report Abuse

Look somewhere else

Posted by kcchongnz > 2016-09-22 13:14 | Report Abuse

Posted by valuelurker > Sep 21, 2016 02:55 PM | Report Abuse
Nobody here's going to attack the assumptions/thesis?


No need to use the word "attack",so you?

I always welcome constructive criticism or challenging my assumptions. Good for learning and sharing purpose, and help me to avoid some pitfalls in investing.

Posted by paperplane2016 > 2016-09-22 18:12 | Report Abuse

kc, RM10 too conservative don't you agree. Look at the beautiful cashflows.

It is purposely hidden due to DEPRECIATION!

Posted by Peter Low > 2016-09-27 14:09 | Report Abuse

Hi KC, thanks for sharing,
may i know if total debts is always necessary coming from figure under Term loans – unsecured 36,012, or there is a formula to derive it please kindly advise. Thanks.

Posted by kcchongnz > 2016-09-27 15:30 | Report Abuse

Posted by Peter Low > Sep 27, 2016 02:09 PM | Report Abuse
Hi KC, thanks for sharing,
may i know if total debts is always necessary coming from figure under Term loans – unsecured 36,012, or there is a formula to derive it please kindly advise. Thanks.


Debts I mean is interest bearing debts such as short term loan, long term loan, bank overdraft, hire purchase etc. No formula

Posted by Peter Low > 2016-09-28 16:46 | Report Abuse

Hi KC, i am interested to learn from you, through courses. can you PM me?^^

Posted by Peter Low > 2016-09-28 16:47 | Report Abuse

Thanks!

Posted by kcchongnz > 2016-09-28 20:06 | Report Abuse

Posted by Peter Low > Sep 28, 2016 04:46 PM | Report Abuse
Hi KC, i am interested to learn from you, through courses. can you PM me?^^

Please email me at ckc15training2@gmail.com