Posted by chl1989 > 2019-12-13 13:43 | Report Abuse

naysayers still got anything to say?? haha

Posted by Sslee > 2019-12-13 13:49 | Report Abuse

Hahahaha,
Wonder why men like to compare length of sausage? Koon with his hot Dayang must worth few hundred million now.

Posted by Sslee > 2019-12-13 14:14 | Report Abuse

Dear all,
I thought in i3 we suppose to compare idea and learn from each other in order to become a better investor.

Thank you

Posted by chl1989 > 2019-12-13 14:26 | Report Abuse

it is only meaningful when idea and discussion translate into profit

Posted by yfchong > 2019-12-13 17:17 | Report Abuse

Bro gemfinder.... me jump in at 3.99 during mega sale.... Loh think can curi ayam curi itek.... hold until now just take meagre dividend loh.....

Posted by Icon8888 > 2019-12-13 17:19 | Report Abuse

sslee stock god

Insas power

Posted by Dangel > 2019-12-13 19:51 | Report Abuse

Another new high coming soon!

Posted by gemfinder > 2019-12-13 19:54 | Report Abuse

No wory, sure above rm4

Posted by Connie555 > 2019-12-13 20:07 | Report Abuse

Ass Ass Lee haha

Posted by sharegain > 2019-12-14 20:01 | Report Abuse

SCGM traded at PE~20 and P/BV~2, no revenue growth, debt company. If Tguan to use PE15, easily shoot up to rm6

Posted by gemfinder > 2019-12-14 20:43 | Report Abuse

Y scgm deserves such a high pe n tguan not?

Posted by yfchong > 2019-12-14 22:23 | Report Abuse

If coming Q is promising pe 12 also happy

Posted by Davidl > 2019-12-14 22:49 | Report Abuse

Totally agreed with gemfinder, Tguan deserve at least PE12 & above!

Posted by OTB > 2019-12-14 23:41 |

Post removed.Why?

Posted by OTB > 2019-12-14 23:42 |

Post removed.Why?

Posted by qqq3 > 2019-12-14 23:44 |

Post removed.Why?

Posted by OTB > 2019-12-15 01:10 |

Post removed.Why?

Posted by OTB > 2019-12-15 01:10 |

Post removed.Why?

Posted by Ncm88 > 2019-12-15 08:24 | Report Abuse

Uncle OTB no need waste time on that fella la .

Posted by chkhooju > 2019-12-15 09:21 | Report Abuse

Now I get to know some horrible facts about qqq3. Thank you OTB.

Posted by chkhooju > 2019-12-15 09:23 | Report Abuse

If it's not true, please deny it and fight on.

Posted by sharegain > 2019-12-15 09:49 | Report Abuse

Is Mr Ooi also recommend tguan now?

Posted by yfchong > 2019-12-15 09:56 | Report Abuse

Long time... Have not get the home run feel

Posted by Sslee > 2019-12-15 10:13 | Report Abuse

Hahahaha
qqq3 is a Masochist, he like to be beaten left, right, center into a pulp and take a masochistic delight in enjoying every second of it. So please leave him alone.
qqq3 already take your bicycle ride today?

Posted by OTB > 2019-12-15 10:42 | Report Abuse

Dear sharegain,

I had recommended Tguan since the share price of Tguan was 2.50.
All good TA and FA stocks will be captured by my chart screener.
I catch the stock on "price and volume breakout".
Thank you.

Posted by chkhooju > 2019-12-15 10:54 | Report Abuse

So, Mr. OTB, what's next. Kindly share.

Posted by gemfinder > 2019-12-15 10:58 |

Post removed.Why?

Posted by yfchong > 2019-12-15 11:03 | Report Abuse

Dun worry be happy... As long you know the art...

Posted by Cakes Moon > 2019-12-15 11:16 | Report Abuse

Don't you guys worry, I will help to push Tguan until RM6 level in a year.
:)

Posted by Cnlim > 2019-12-15 12:03 | Report Abuse

Yes in your dream I hope so

Posted by yfchong > 2019-12-15 12:06 | Report Abuse

Ha ha... OK ok bonus issue comming

Posted by Ncm88 > 2019-12-15 12:23 | Report Abuse

I was here in tguan earlier than anyone ahah

Posted by OTB > 2019-12-15 14:53 |

Post removed.Why?

Posted by yfchong > 2019-12-15 16:51 | Report Abuse

Cool cool

Posted by gemfinder > 2019-12-16 11:15 | Report Abuse

https://www.theedgemarkets.com/article/thong-guan-industries-may-rebound-further-says-rhb-retail-research

Posted by gemfinder > 2019-12-16 11:15 | Report Abuse

rm4 coming

Posted by Icon8888 > 2019-12-16 15:56 | Report Abuse

365 now

ROC ? What ROC ?

Nonsense

Posted by PotentialGhost > 2019-12-16 16:02 | Report Abuse

Close 3.80 today

Posted by Fabien "The Efficient Capital Allocater" > 2019-12-16 16:47 | Report Abuse

Well, i do enjoy reading Ricky's blog though.

It fulfills my "intellectual pursuit".

Posted by Connie555 > 2019-12-16 19:34 | Report Abuse

Cant even give us 5 stocks....dont say 10 5 also cnt gv...

so as the tin kosong choivo...ting ting tong tong....yawn....

ROC....

Posted by yfchong > 2019-12-16 20:29 | Report Abuse

cool. 2019 4Q close with good results, by Feb Gap up again.. every body agree ??

Posted by Fabien "The Efficient Capital Allocater" > 2019-12-16 21:58 | Report Abuse

annualised earnings around 37sen per share

say PE 12x, implied value = RM4.44 + 0.31 (net cash) = RM4.75

next year 2020 earnings, say grow conservatively in line with GDP, you get around 39-40 sen EPS

for comparison, their 3 year average earnings was 40.5sen

i believe they will do better than 3 year average

Posted by Fabien "The Efficient Capital Allocater" > 2019-12-16 22:00 | Report Abuse

earnings growth will take care of ROE (if you really fixated on this metric alone)

Posted by yfchong > 2019-12-16 22:15 | Report Abuse

My assumption will be lower of 4Q EPs, 9.16 x 4 = ( 36.64 + alpha ) X forward earnings 12x = 439 + alpha... What is the weight of alpha next year...

Posted by Fabien "The Efficient Capital Allocater" > 2019-12-16 22:16 | Report Abuse

profit margin expansion = earnings + FCF growth = PE multiple expansion

this is the trajectory we should be looking at

Posted by yfchong > 2019-12-17 14:03 | Report Abuse

Today gg.com

Posted by yfchong > 2019-12-17 14:40 | Report Abuse

Scientex....... gg.com..... Tguan another platform for show time with its courier bag business

Posted by chl1989 > 2019-12-17 15:07 | Report Abuse

scientx superb quarter results

Posted by Up_down > 2019-12-17 16:17 | Report Abuse

Share price is badly hit by lower profit margin reported by Scientex's plastic division. sigh...

Posted by chl1989 > 2019-12-17 16:51 | Report Abuse

plz check properly. 6% last year. now 8%. lower??