tag:blogger.com,1999:blog-9212230152177138609.post3916096441168569995..comments2024-03-25T15:15:18.172+08:00Comments on Bursa Dummy: TGuan: Moving Up The Value ChainBursa Dummyhttp://www.blogger.com/profile/02242116696140987141noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-9212230152177138609.post-44527264192696421232015-10-26T20:36:44.497+08:002015-10-26T20:36:44.497+08:00ya... BD's fault >.< i haven't bough...ya... BD's fault >.< i haven't bought it!!hissyu2https://www.blogger.com/profile/04766690958286608164noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-31895735485278012142015-10-24T11:48:58.774+08:002015-10-24T11:48:58.774+08:00Basically I won't invest in those company whic...Basically I won't invest in those company which I think will benefit from favourable forex exchange ONLY without growth in its business, like u mention above. However, I guess ALL export-orientated stocks will suffer together when sentiment change, but I'll probably hold or add more shares if business still strong. Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-18936905275956088932015-10-24T11:25:07.894+08:002015-10-24T11:25:07.894+08:00How I wish I have this magic :)How I wish I have this magic :)Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-38970970099791075112015-10-24T11:23:48.466+08:002015-10-24T11:23:48.466+08:00No problemNo problemBursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-62665821475636882162015-10-24T11:23:26.889+08:002015-10-24T11:23:26.889+08:00If I were you, I will also hold SAM's shares. ...If I were you, I will also hold SAM's shares. I don't think ICULS can be repurchased, but I'm not 100% sure. It can be repurchased only after being converted to ordinary shares.Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-70978770518026801822015-10-23T21:39:10.941+08:002015-10-23T21:39:10.941+08:00I agree with you that one does not need to swing a...I agree with you that one does not need to swing at every pitch (quoted from W. Buffet). I suppose when one knows more companies in Bursa, he will see more opportunities and be more selective in stock investment :)<br /><br />In general, I start to worry about export-oriented stocks now. Those stocks seem like in the midst of the heat. <br />I think if the company is growing in business, that's fine as the favourable forex just lift them to higher profit. I will hold. However, some stocks have profit and price hike mainly due to strengthening of USD, that's worry me. I think I better sell some. <br /><br />Valuegrowth88https://www.blogger.com/profile/00680529181327710555noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-4121250692657431592015-10-23T20:32:29.422+08:002015-10-23T20:32:29.422+08:00Bursa dummy...i share the same opinion. At current...Bursa dummy...i share the same opinion. At current price of 8.00 as of today, it may not be under valued..i got mine at 5.15 and have decided to hold and practice wait and see strategy. <br /><br />Another point to note, do u agree with me that all ICULS can actually be repurchase and keep as treasury "shares"? I do not know if this is common in bursa..do u come accross such event?P.S.https://www.blogger.com/profile/06868957836616229293noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-58422804602850071172015-10-23T19:16:40.347+08:002015-10-23T19:16:40.347+08:00TGuan jumped for a few days after your BD effect h...TGuan jumped for a few days after your BD effect hahawachxehttps://www.blogger.com/profile/17513146931125224633noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-76472627936161486892015-10-23T18:03:25.190+08:002015-10-23T18:03:25.190+08:00Thank your.Thank your.Anonymoushttps://www.blogger.com/profile/02778596025852226822noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-20745269948555873012015-10-23T17:01:06.782+08:002015-10-23T17:01:06.782+08:00AS you know, normally I will predict a company'...AS you know, normally I will predict a company's growth numerically in next one year's time, year by year, but deep inside I wish to hold it long term. So, this kind of potential dilution just reduces my interest to be honest... I also consider your suggestion above, which is to buy now and sell later when dilution effect is near. The problem is I'm not sure how the market will view this kind of potential dilution. If I'm not mistaken, the share price of L&G with relatively huge ICULS were always traded at relatively low PE, looks like market has factored in the dilution effect. However for SAM, the market seems do not care, may be the potential growth is too high and the contracts are too big. So, TGuan will be another experiment for me :)Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-86677248183206450692015-10-23T16:49:11.589+08:002015-10-23T16:49:11.589+08:00Its latest FY15Q4 result is definitely superb but ...Its latest FY15Q4 result is definitely superb but personally I view it more cautiously. The quarter's revenue and PBT are actually flat YoY and its result tend to fluctuate quite a lot. Much better result is mainly due to acquisition of remaining shares from minority interest and some tax gain.<br /><br />If we use the total net profit of RM21mil in FY15 to calculate EPS, then it will be 48.8sen. At current share price of RM4.97, PE ratio is 10.2x. Given its expansion exercise recently, I would expect its earning to grow in FY16 but to what extent I'm not too sure. If next quarter's result remain this strong, then this stock will explode!Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-25786709766416363442015-10-23T16:30:39.224+08:002015-10-23T16:30:39.224+08:00SLP seems to be a company on the rise, but I haven...SLP seems to be a company on the rise, but I haven't study it yet. Probably will do so later. For SAM, I think it will grow well, but at current price I doubt whether it is still undervalued...Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-40624725240223944322015-10-23T06:16:35.039+08:002015-10-23T06:16:35.039+08:00The ICULS can only be converted after Oct'16, ...The ICULS can only be converted after Oct'16, that will be the real concern then. My thinking is since we predict the EPS of subsequent Qs should be increasing from now till Oct'16, it's share price should follow, so why not we set the investment period at 1 year for the time being. One may sell TGuan before Oct'16 to reap some profit, or if the EPS can rise so much that it can withstand the dilution effect, one can continue to hold after Oct'16 and become longer term investment.<br />In this way, one can avoid missing opportunity, like Sam case as you mentioned.<br />Ag Valuegrowth88https://www.blogger.com/profile/00680529181327710555noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-36685425859726436952015-10-23T05:01:24.225+08:002015-10-23T05:01:24.225+08:00Hi, bursa dummy what do your think KESM ? Hi, bursa dummy what do your think KESM ? Anonymoushttps://www.blogger.com/profile/02778596025852226822noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-67651796816765868602015-10-22T22:43:37.553+08:002015-10-22T22:43:37.553+08:00Bursa Dummy, do u think slp will be a better optio...Bursa Dummy, do u think slp will be a better option compared to tguan? But overall, i think all the peer (scgm, slp, bpplastic n tguan) are traded quite high PE. Agreed with u on the growth stock selection. But if undervalued + growth like SAM may offer better result? P.S.https://www.blogger.com/profile/06868957836616229293noreply@blogger.com