Posted by davesingh > 2012-11-28 09:47 | Report Abuse

ok if you say so@gark

Posted by Fat Cat Tim Buddy > 2012-11-28 09:48 | Report Abuse

gark you are right, but you will have no chance in 1.2, because i will sapu all at 1.5 !! lol

Posted by gark > 2012-11-28 09:49 | Report Abuse

Davidraja,

Not quite true, if KC is not arguing and resort to plain name calling. I find his comments to be quite refreshing.. i would rate him to be an experienced investor. Some of his comments allows us to take off our rose tinted glasses.

Anyway why worry on other's picks? You need to have conviction on your own buy, or not why bother to buy?

Posted by davesingh > 2012-11-28 09:51 | Report Abuse

@gark maybe for you..because those who know anything have left this forum because of his harassment and in the market sooner or later someone will get it right.. so dont be impressed OK

Posted by gark > 2012-11-28 09:53 | Report Abuse

I am neutral.. i like some of your comments too davesingh.. except when you scream SELLLL or BUYYYY.. :P

Posted by KC Loh > 2012-11-28 09:54 | Report Abuse

Gark, today I ignore kiddies league player and perfumed dog barking. The 1.20 price was not by me. It was raised by the same someone here spamming I am dishonest!

Posted by tuniamasingh > 2012-11-28 09:55 | Report Abuse

What happen to this forum here when name calling, bad mouth and ego has prevailed? I thought we are supposed to discuss fundamental of stocks?

Posted by davesingh > 2012-11-28 09:56 | Report Abuse

@gark yeah my buy and sell calls were all right anyway..but no more sell and buy call because it makes people sad..

Posted by aunloke > 2012-11-28 09:56 | Report Abuse

There will be a good opportunity to buy Kfima after the Q2 reports, qoq won't be impressive and those with the cost of 1.48 may be willing to part at lower price. I think this is the so call 'right time to buy'.

Posted by KC Loh > 2012-11-28 10:00 | Report Abuse

Price coming. Come to papa, come to papa!

Posted by davesingh > 2012-11-28 10:02 | Report Abuse

you dont know anything do you. you are a selective cut and paste specialist..that is all..

Posted by KC Loh > 2012-11-28 10:38 | Report Abuse

Come on down a little bit more please. Good to load up!

Posted by damonjun11 > 2012-11-28 10:42 | Report Abuse

KC. what the best price to get in?

Posted by KC Loh > 2012-11-28 10:45 | Report Abuse

best price i will never know with election uncertainty. but i will try get between 1.65-1.70. if it doesn't come, it doesn't come! that's my offer for Mr Market! :)

Posted by damonjun11 > 2012-11-28 10:55 | Report Abuse

Kk. thanks. Happy investing. :)

Posted by KC Loh > 2012-11-28 10:58 | Report Abuse

you too! :)

Posted by Najib Zamry > 2012-11-28 11:29 | Report Abuse

Place my first 10% bet at Kfima at 1.78. Still sitting at RM5,000 loss(not include 8% dividend received in Oct) since I have not buy sold any Kfima since my last posting.

Posted by tuniamasingh > 2012-11-28 11:35 | Report Abuse

Najib,if includes diviidend should be breakeven? OK q at 1.78 to follow U.

Posted by Najib Zamry > 2012-11-28 11:54 | Report Abuse

Ha Ha minor profit. I hardly trade any stock but rather holding for long term view. My friend told me my buy and hold good and fundamental stock's principle has no longer applied in this fluctuate market. Sigh!!!!! Anyway, I still have strong conviction on the stock that I pick.

Posted by tonylim > 2012-11-28 12:11 | Report Abuse

NZ, apt.

Posted by tonylim > 2012-11-28 12:15 | Report Abuse

kcloh, your buy range has a better chance of Decent profit on rebound, buying on way up or down not good choice for this one.

Nz, you miss taking the profits.

Posted by KC Loh > 2012-11-28 12:16 | Report Abuse

not buying in yet. waiting. many opportunity available now elsewhere! dont mind waiting for Mr Market's offer!

Posted by Fat Cat Tim Buddy > 2012-11-28 12:18 | Report Abuse

im expecting at least 5.5 cents EPS for the second quarter, anything below 5 is bad, :l

Posted by Najib Zamry > 2012-11-28 12:29 | Report Abuse

Fat cat I will let you know if I can get the hints of the result soon.

Posted by Smile > 2012-11-28 12:33 | Report Abuse

is the right time now to buy in?im din hold any stock of kfima yet

Posted by kcchongnz > 2012-11-28 12:37 | Report Abuse

My opinion is that if one is an investor, it is futile to look at results of every quarter. One has to look at its business, is it still having the moat? Is the long term prospect intact? Management still in control? Long-term trend of profitability, operating efficiencies and growth still intact, etc. Just because the earnings is a cent or two less and you dump a good stock? It is not investing but speculating.

Posted by Fat Cat Tim Buddy > 2012-11-28 12:46 | Report Abuse

whatever you call it, i simply have to protect my capital.

Posted by KC Loh > 2012-11-28 15:17 | Report Abuse

Posted by davidraja > Nov 28, 2012 09:46 AM | Report Abuse

Gark, this smart alec comments according to his ego and his menstrual period condition, he never talks rationale....He is so happy now when Kfima reach 1.80 that tells all....
Wolf with lamb skins ....arhhhhhhhh

Look at the stocks he promotes...SCOMI,BENALEC,KNM,DIGI after he touched all went Holland...and worst still in his forum he still told people that he is still making money....arhhhhhhhhh

His best expertise and contribution here is "CUT AND PASTE".....arhhhhh

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as usual, doggyraja accuses with no basis

Scomi - bought at 21 sens
Benalac - 1.15
KNM - dont hold any
Digi - 4.10

like i said, its facts! and my postings are all there! if dunno anything, suggest go back play with lego!

Posted by Najib Zamry > 2012-11-28 18:16 | Report Abuse

My prediction for Kfima result tomorrow:-

Profit Before Tax this quarter:
(1) Manufacturing RM16.09 million

(2) Plantation RM8.7 million

(3) Bulking RM8 million

(4) Foods 4 million

Total Profit Before Tax for this quarter before MI should be around RM37.6 million or net profit after tax around RM22 million.

For this quarter, my take is that they can achieve EPS 7.8 sen or 31.2 sen per share per year which is better than 6.8 sen per share same quarter last year. The prediction has not taken into account of ESOS expenses.

(1) & (2) contributed by Fima Corp EPS 21.98 sen per share per quarter annualise 88 sen. Fima corp just annoumced the result tonite and surprisingly the planatation sector has recorded 12% increase in Profit before tax if compare last year same quarter.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1130613#13540961154211&1549

Posted by kcchongnz > 2012-11-28 18:24 | Report Abuse

yeah agree with NZ. so fei mau happy? Can sapu all Kfima already?

Posted by Fat Cat Tim Buddy > 2012-11-28 18:28 | Report Abuse

im happy as long as the quarter eps is not below 5.5 cent.

Posted by Najib Zamry > 2012-11-28 18:31 | Report Abuse

My only concern is that they might park some ESOS expenses to make the profit lower. Otherwise operating profit should see Q to Q(compare this quarter with last year and also last quarter this year)increase.

Fima Corp this quarter result has told all since it is Kfima's subsidiary. Both Manufacturing and Plantation has chalked up good profit.

Posted by kcchongnz > 2012-11-28 18:32 | Report Abuse

iayah fei mau, told you quarterly performance not so critical one. why u so stubborn one? Look at the business and its long-term prospect. You must have read a lot of finance books asking you to monitor the quarterly results closely. Not necessary one lah!

Posted by tuniamasingh > 2012-11-28 18:37 | Report Abuse

Wow NZ, that means KFIMA is dirt cheap. If the NTA keeps increasing while sitting at huge cash pile with such low p/e, I will not miss this mega sales now.

One can see how Fima Corp's NTA has increased substantially for the past few years below.

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=F&source=M&securityCode=3107

Posted by Fat Cat Tim Buddy > 2012-11-28 18:43 | Report Abuse

lol.. im not going sit idle, seeing the stock price dip day by day and do nothing but hoping everything is going to be okay, nobody know how long the CPO price going rebound, maybe 3 , 6 , 9 months?

i actually make the estimation at very low but acceptable eps.. so.. if it still lower than that then it is really bad already 1 :l

Posted by kcchongnz > 2012-11-28 18:45 | Report Abuse

NZ, you also so concern about this quarterly results? Would the fundamentals change just by a quarter's financial performance? Anyway the effect of ESOS is negligible.

Posted by tuniamasingh > 2012-11-28 18:50 | Report Abuse

Fat Cat, Fima corp's result has given very good indication on what Kfima to announce tomorrow as mentioned by NZ.

Posted by Fat Cat Tim Buddy > 2012-11-28 18:56 | Report Abuse

:D yes you are right, and hopefully the management announce making some M&A on it highly profitable associates or just simply increase the dividend ratio la.. lol

Posted by kcchongnz > 2012-11-28 18:58 | Report Abuse

Not until you tell Fat Cat there is a foreign currency of 5+m which is excluded in the calculation of earnings per share and that Fimacorp make less tax expense in this quarter. But again this is one off, no need to worry one. Actually Kfima 's earnings may not follow closely follow Fimacorp's earnings, depending how Kfima tweet its results. But again, no need to worry one lah.

Posted by gark > 2012-11-28 19:16 | Report Abuse

Fimacor has ok results.. seems like not much affected by CPO price probably due to better harvest as the trees mature to offset the declining CPO price. Currency translation does not really matter as it swings up and down and it is not an actual cost.

Fimacor usually contribute up to 40%-50% of Kfima's earnings, so the results will be quite satisfactory. The only thing is that receivables jumps from 44 to 76 mil which is worrying.

looking forward to Kfima's earnings.. and hope for pleasant surprise.

Posted by Mat Cendana > 2012-11-28 20:45 | Report Abuse

It's CEO said KFima made big profits. This was due to huge purchases of its King's brand sardin by an unidentified singh;-)

Posted by tonylim > 2012-11-28 21:13 | Report Abuse

The Singh who bought on credit attributed to the jump in receivables.

Posted by tuniamasingh > 2012-11-28 21:19 | Report Abuse

Mat Cendana if you think that your statement is funny, then I must congratulate you... Well done.

Posted by Mat Cendana > 2012-11-28 21:38 | Report Abuse

Strange that he didn't spam the Digi thread with his SELL! comments today. I wonder why...

Posted by briantsn1 > 2012-11-28 22:24 | Report Abuse

the best things Kfima management can do currently is share buyback..

Posted by ongtkong > 2012-11-28 22:32 | Report Abuse

tuniamasingh, are you related to davesingh aka tunasingh

Posted by KC Loh > 2012-11-28 23:58 | Report Abuse

Posted by Mat Cendana > Nov 28, 2012 08:45 PM | Report Abuse

It's CEO said KFima made big profits. This was due to huge purchases of its King's brand sardin by an unidentified singh;-)

-----------

LOL absolutely priceless! when did you become so witty, Mat? LOL

Posted by Mat Cendana > 2012-11-29 08:28 | Report Abuse

Oh, previously I can be very nasty too actually. But nowadays I try to refrain from hurting others' feelings; just in good fun. "Live and let live"...

By the way, KFima looks like a reasonably good counter fundamentally. I feel it will go up. But one might have to wait a bit though, and there are other counters that offer better and quicker movements.

Posted by gark > 2012-11-29 09:31 | Report Abuse

Agree that Kfima is a 'slow' counter... but you need some of these stalwart counters in your portfolio. Stalwart is moderate growth, good moat, high cash, increasing dividend ... which Kfima fits the bill and i am expecting only earnings about 8-10% p.a. Kfima hasso far return to me on average 14.5% p.a. since i bought it in 2010 even after the recent selldown. Keeping it under my stalwart portfolio...:)

Posted by aunloke > 2012-11-29 10:06 | Report Abuse

After buying an undervalued stock the only thing to do is sit and wait for it to move to its FV.