Thks pradeep, I have TGuan..was coming up today and was pretty good few months ago and came down ...but I'm still holding it cos' I knew this is a very stable counter...happy KFima going up up again...
Buybuybuy why do you say 3.50 is the target price.? Any explanation. By the way do you have the English version how to translate of the research you had posted.
laggarding is the plantation. with CPO hanging above RM2,600, EPS per quarter will be at least 8cent, pa.a 32cent assuming that security printing business remain the same. Any upward of the printing business will be a bonus. Depend what industry PE you use, manufacturing or plantation, let's take an average of 15 times. Fair value above RM4. In regards to dividend, it has the cash flow to sustain more than 3% yeild but again you have to ask yourself whether reinvestment of cash to plantation or higher cash dividend to shareholder is better. That depend whether your are long term or short term investor without relying on cash to sustain.
kfima give u a peace of mind to accumulate. good profitable business and trading at attractive valuation. the company is paying dividend while u wait unlike some stocks like pmcorp and mpland wait 10 yrs also no dividend.
More than 8 sen dividend expected if the first quarter results improve.With the palm oil prices going north. The result should likely to be better at this time judging from previous record.Unless other variables factors weight in.
Hi boss kcchongnz, would you consider to invest/top up kfima/cenbond at this moment/current price as many ppl think market is crash soon. Thanks.
Market crashing? How they know? Base on what? Is the whole market (Bursa) seriously over-valued now?
This thingy is very very hard to predict. For example icap has been holding huge amount of cash since 5 years ago as the oracle has been anticipating the market will crash. But has it?
Sure when the market is too high, it eventually will go down, but when?
Kfima forms a major part of my portfolio. I follow the principle of diversification. And also resources is limited, not buying more.
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....
jeannie
459 posts
Posted by jeannie > 2014-04-01 18:13 | Report Abuse
Thks pradeep, I have TGuan..was coming up today and was pretty good few months ago and came down ...but I'm still holding it cos' I knew this is a very stable counter...happy KFima going up up again...