a good effort. now...what is the X factor? why buy?
from a low PE stock, it has become a high PE stock due to disappointing results in preceding quarters. This quarter, the results more normalised and as you say, anticipated by the market.
very good financial analysis.....the X factor, if there is one is the new capital investments and expansions. But it is difficult to bet without more information....lets see what the analysts say.
ideally, it will be like KESM, isn't it? small cap and suddenly found favor in the new plans.
It is easier to buy earlier ...on anticipation of more normalised q resuts. when the stock was thrashed down on bad resluts.
My message in this forum has been consistent. Successful investors have to look outside value investors hat / framework....and look for turnaround situations after bad results....just like Sendai and Jaks.
I find this forum has paid too much respect to value investors kc and otb...thus skewing this forum into a forum for zombies and value investors. ...all the warren buffalo wannabes and their margin of safety.
If everybody wants strong Balance Sheet and low PE.....when strong Balance sheets and low PEs exists, what you call those? I call them, left overs, ...like wall flowers in a dancing party.
stockmanmy, you were working as account clerk for less than 2 years at the beginning of your working career and now you call yourself accountant? What the F-U-C-K.
Tan Sri Nathan holds 70% of Sendai...He has to be a miracle worker to built up the Sendai empire in 15 countries , 15,000 staff. ...involved in practically iconic project in Asia. (outside East Asia)..He is very hard working, and right now, very bullish about its prospects.
forget OTB,..............My focus is on attacking value investors ofe the maths/ physics sorts without business sense. , and I will continue to do so...If OTB is collateral damage, that is not my concern.
You can't ask dog not to eat shit & that's the reason stockmanmy's mouth always smell shit, he lives with purpose of attacking others for his own sickening agenda & jealousy. stockmanmy is his own father. Want to know why? Ask his mother lol
stockmanmy forget OTB,..............My focus is on attacking value investors ofe the maths/ physics sorts without business sense. , and I will continue to do so...
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....
cckkpr
219 posts
Posted by cckkpr > 2017-05-18 21:20 | Report Abuse
The prospects for the next few quarters will be limited at best.