In addition, we also upgrade our target multiple for Pantech to 12x CY14 P/E (previous: 9x) as we believe that the stock does not deserve to trade at more than 20% discount to the sector average given its robust profit delivery, strong earnings visibility, and margin expansion on the back of improved product mix. As a result, our TP for our other two O&G Buy recommendations, namely Perisai and Pantech, is upgraded to RM 1.73 (previous: RM1.49) and RM1.41 (previous: RM0.90) respectively.
We can see that all the O and G counters will be rerated with PE of 15 and 20 eventually. So TP for Pantech with PE of 15 and 20 would be RM1.80 and RM2.40 respectively.
kkteng im beginner too, start kaji stocks 1 year+...1st is current market outlook i think(think only) is a bull untill next month, 2nd pantech fundamental is strong definitely no nd i explain, 3rd pantech up trend jz started... but for TA ppl,thy will suggest u not to buy 1st bcz price is far from MA line.. but tis stock i totally jz based on fundamental and potential price range den masuk when ppl sold...lol...din wait any TA...lol....and 1.20 is jz my perception, i think oly...lol....for long term maybe 1-3 months to hit 1.30 i think shud be ok...(think only ya)
1901 but it is too dangerous when thy dispose until ceasing as substantial....and there is few subs.s/h doing so not merely 1 or 2 person... so must bkful...
yep continuous disposal is a worrying trend, but this is their 1st disposal this yr. TH disposal is not a concern to me because I've seen a few times TH disposed before strong up trend, n I do not know why, maybe TH profit target is reached. Disposal like in skpres where major shlding from 53% down to 40% within 1 month when quarterly profits still relatively good - this is something fishy
Strange, dell and karen07 just enrol i3 to post the above comments. Daily occurrence. Beware, those spending time here to genuinely participate in serious discussion I see many are using multiple nicks whose intention is suspect.
do you know i3 don't have to register can read all the comments? i enrol because i want to comment. btw you are good, you are trying to note others to beware, i knew a lot of forums have multiple id.
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....
freonsf
645 posts
Posted by freonsf > 2013-05-16 13:58 | Report Abuse
aiya..what is the next TP? or due to T+3 today, a lot people sell?