Posted by gogreen > 2019-01-25 10:38 | Report Abuse

I_investor bingo ! I'm the loser at this counter. wakakaka....

Posted by gogreen > 2019-01-28 09:39 | Report Abuse

another 2 years patience need... ??

Posted by commonsense > 2019-01-28 16:24 | Report Abuse

The company profit grew at around 8% in FY18 which is a lot lower when compared to the high growth seen in FY17 and FY16 (45% and 48% respectively). This might signal the start of a lower growth rate going forward to more sustainable rate which is still good given that most companies at the moment are finding it hard to deliver growth to their shareholders.

However, at the current market cap of almost RM1.3bil and 12-month trailing profit of RM29mil, the company is already being valued at more than 44x PE. Any future potential growth would have already been price in. Assuming the company managed to deliver a profit of RM40mil in FY19 (meaning the next 3 quarter will need to achieved a profit of RM11mil/ quarter. This level of profit has only been achieved in 4Q18 and 4Q17 only) the company would still carry a high valuation of 32x PE. Some investors might be a bit too bullish on the potential growth rate going forward and will potentially be disappointed if the profit growth slows down even further.

If you are looking to diversify your portfolio outside of TMC Life (due to its relatively high valuation) I would recommend you to look at MBMR.

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.9x PE (based on target FY18 profit of RM145mil. 9m profit is already RM106mil). PB is low at only 0.7x BV. 4Q18 results is expected to be higher than 3Q18 and last year's 4Q17.

FY19 growth will be driven by the still high demand of the new Myvi and the newly launched SUV Aruz and also the newly revamp Alza in 2H19. The recent announcement of closure and potential disposal of the loss-making alloy wheel manufacturing business alone is expected to boost the company’s profit by an additional RM10mil to RM20mil. I am projecting a profit to shareholder of RM170 mil for FY19 which at the current price values MBMR at only 5.9x PE.

Please go through the analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions. There are 8 analysts in total covering the stock with most of them having a TP of above RM3 (all have a buy rating). The average TP for the 8 analysts is around RM3.50.

Good luck.

Posted by gogreen > 2019-01-28 16:43 | Report Abuse

thanks analysis and sharing...

Posted by Myeye > 2019-01-29 11:56 | Report Abuse

~.~

Posted by 692718720 > 2019-02-13 17:18 | Report Abuse

No ppl promote this stock. ..... tired

Posted by monkeyinvestor > 2019-02-14 20:52 | Report Abuse

lol tis commonsense came an promote other stock over other counter idiot!
Our money we like buy what u also cnt do shit on it!

Posted by 692718720 > 2019-02-14 22:02 | Report Abuse

Sohai monkey

Posted by Myeye > 2019-02-15 09:39 | Report Abuse

~.~ Steady ~.~

Posted by Ex7121 > 2019-02-16 21:06 | Report Abuse

This commonsense has no commonsense at all. People talk TMCLIFE here he goes talk MBMR. If you hold many MBMR is your problem la, don't come recommend it here

Posted by monkeyinvestor > 2019-02-18 13:45 | Report Abuse

monkey also got sense!

Posted by Myeye > 2019-02-20 09:14 | Report Abuse

~.~

Posted by 692718720 > 2019-02-23 01:41 | Report Abuse

When report announce?

Posted by Sales > 2019-02-25 10:07 | Report Abuse

Ex7121 i like you comment

Posted by Myeye > 2019-02-25 11:57 | Report Abuse

+0.725 ~.~

Posted by TopEarn1 > 2019-02-25 22:29 | Report Abuse

waiting patiencely... but their price very slow to go up, very fast to go down.... sad

Posted by cmtfly > 2019-02-26 08:46 | Report Abuse

Don't hope anymore, those hoping are mad

Posted by 692718720 > 2019-02-28 01:13 | Report Abuse

IHH up 400% record...
tmc up how many % le?

Posted by gogreen > 2019-02-28 09:19 | Report Abuse

PETER LIM, PLEASE WAKE UP !!!

Posted by Maxmin > 2019-02-28 10:49 | Report Abuse

老板有的是钱，不急。要看得远远。等不起就不要跟。酱辛苦做么？

Posted by Myeye > 2019-02-28 14:50 | Report Abuse

~.~ support support +0.72 ~.~

Posted by 692718720 > 2019-02-28 23:08 | Report Abuse

Y report yet out?

Posted by Sales > 2019-03-01 10:25 | Report Abuse

Give time to grow...be patience.

Posted by 692718720 > 2019-03-01 19:43 | Report Abuse

200mil loan ...

Posted by cmtfly > 2019-03-01 21:38 | Report Abuse

Sales, you give us money to grow better

Posted by TopEarn1 > 2019-03-03 00:11 | Report Abuse

i tot their QR out already? their report not out in Feb one ler?

Posted by gogreen > 2019-03-05 09:34 | Report Abuse

time to come ! ahead to 0.90 !!

Posted by gogreen > 2019-03-05 09:35 | Report Abuse

give the POWERRR ! PETER LIM !!!

Posted by Sales > 2019-03-05 10:29 | Report Abuse

Must have holding power....

Posted by gogreen > 2019-03-05 16:35 | Report Abuse

PETER LIM focus on wb ? look like price will steady on 0.75 & above soon.

Posted by bi0hazard > 2019-03-05 17:28 | Report Abuse

Managed to collect some yesterday 0.72

Posted by 4eyes > 2019-03-05 23:49 | Report Abuse

Vroom papapap, Vroom papapap, Vroom vroom...

Posted by Myeye > 2019-03-06 09:53 | Report Abuse

~.~ Shake, SHake, SHAKE ~.~

Posted by bi0hazard > 2019-03-06 15:05 | Report Abuse

No power

Posted by 692718720 > 2019-03-11 22:22 | Report Abuse

So tired

Posted by dusti > 2019-03-12 11:08 | Report Abuse

RUN...................................FAST,

Posted by Sales > 2019-03-12 11:26 | Report Abuse

Dusti, this is not the time to run.

Posted by 692718720 > 2019-03-12 11:53 | Report Abuse

warrant expire on June
Will push or let it expire ?

Posted by Myeye > 2019-03-14 11:55 | Report Abuse

~.~

Posted by Warran_Buff > 2019-03-19 12:28 | Report Abuse

Run fast, this stock no hope lol.

Posted by i_investor > 2019-03-19 14:09 | Report Abuse

MEDICAL STOCK IS ONE OF THE BEST DEFENSIVE STOCK.
https://www.thomsonhospitals.com/en

https://www.thomson-tcm.com/

https://www.tmcfertility.com/

https://www.tmccarepharmacy.com/about-us/

https://www.tmclife.com/

Posted by i_investor > 2019-03-19 14:46 | Report Abuse

https://thomsonhospitals.com/en/patient-guide/list-panel-insurances-tpas

Posted by i_investor > 2019-03-19 16:01 | Report Abuse

https://www.thesundaily.my/media-marketing/tmc-life-sciences-bhd-celebrates-a-milestone-CF700765

Posted by i_investor > 2019-03-19 16:24 | Report Abuse

[ RECAP ] http://malaysiastock.biz/Company-Announcement.aspx?id=1088508

Posted by i_investor > 2019-03-19 16:27 | Report Abuse

Wan Nadiah Binti Wan Mohd Abdullah Yaakob

Acceptance of Option under Employees' Share Option Scheme ("ESOS") at RM1.00

26 September 2018

Posted by cmtfly > 2019-03-19 16:34 | Report Abuse

Hello i_investor, write in to tmc to apply for marketing & sales promotion executive. Maybe Thompson employ you.

Posted by i_investor > 2019-03-19 16:40 | Report Abuse

cmtfly, Good, Liked !

Posted by Myeye > 2019-03-21 15:45 | Report Abuse

~.~ humble support + 0.72 ~.~

Posted by cmtfly > 2019-03-25 15:20 | Report Abuse

Don't cheat people's hard earned money who have been so faithful to your stock counter invested in years and years and yet were cheated. Karma surfaced are just a matter of appropriate days!!!

Posted by Maxmin > 2019-03-26 11:09 | Report Abuse

等到花儿也谢了？