tag:blogger.com,1999:blog-9212230152177138609.post6319823764669991320..comments2024-03-29T21:21:29.393+08:00Comments on Bursa Dummy: Scientex: Expects FY16 Performance To "Normalise"?Bursa Dummyhttp://www.blogger.com/profile/02242116696140987141noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-9212230152177138609.post-32621257991301662162015-12-22T21:15:16.749+08:002015-12-22T21:15:16.749+08:00No problemNo problemBursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-87049450348060402582015-12-22T21:14:53.383+08:002015-12-22T21:14:53.383+08:00Because of strong USDBecause of strong USDBursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-41122395977716407952015-12-22T20:52:59.610+08:002015-12-22T20:52:59.610+08:00Thanks for sharing your opinion :)Thanks for sharing your opinion :)Valuegrowth88https://www.blogger.com/profile/00680529181327710555noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-27980298462735858472015-12-22T17:02:13.850+08:002015-12-22T17:02:13.850+08:00How come u would hv known Jadi is experiencing Rev...How come u would hv known Jadi is experiencing Rev growth, despite the demand for the toner continue To be weak 谭振聪https://www.blogger.com/profile/00932446837012985638noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-13382095987726392662015-12-22T14:27:07.484+08:002015-12-22T14:27:07.484+08:00Definitely Geshen share price movement exceeded my...Definitely Geshen share price movement exceeded my expectation, I think mainly it is recommended by some renowned investors. So it is at risk of falling sharply when result does not meet expectation later, just like HHgroup & Johotin.<br /><br />I feel like Polyplas is expanding and may give some positive surprise. So I don't have plan to sell at the moment. But I can't rule out selling some in the near future if its share price continue to go up, for example towards RM3.50. If not sure, I think it's not wrong to sell some.<br /><br />Personally I don't classify Geshen as "good company" yet which I can hold really long term like Scientex, Globetronic etc. We shall see what happen next.Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-12522005322275791442015-12-22T14:14:00.139+08:002015-12-22T14:14:00.139+08:00Actually I don't have any particular industry ...Actually I don't have any particular industry to look into at the moment. Just looking for undervalued and/or growth stocks. I try to avoid too many export stocks in my portfolio but might still add some if price is attractive. I'm re-studying some plantation stocks, and I will stay away from O&G first.Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-87472314363299907842015-12-22T09:45:44.277+08:002015-12-22T09:45:44.277+08:00Wow! Geshen's stock price shot up again this m...Wow! Geshen's stock price shot up again this morning. It has risen too fast, I think. <br />I have some Geshen's shares too (switched from LCTH to Geshen after reading your article, tq :)). I am wondering should I sell some now.. if I use the latest Q's core profit to annulise and give it a PE of 10, the fair valur would be RM2.6x. If that is the case, it is considered overvalue now. But, is PE=10 a fair PE for Geshen ? or is the latest Q's profit sustainable ? I am not sure..<br />I also remember what cold eyes has said before :"it is difficult to find good company, so don't sell if it is just overvalued, but only sell if it is excessively overvalued. For example, if the fair valur we think is RM5, don't sell at RM6, but if it is risen to RM10, sell!".<br />This hints that I should not sell Geshen at this price yet..?<br />Can I know your opinion ? Do you think Geshen's price shot up too fast ?<br />Tq.<br />Valuegrowth88https://www.blogger.com/profile/00680529181327710555noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-57233615253495895652015-12-21T21:49:31.586+08:002015-12-21T21:49:31.586+08:00Looking at the price of the O&G counters today...Looking at the price of the O&G counters today, it is so tempting to buy..<br />I am eyeing SKPetro, Deleum and Dayang apart from Coastal. I think I can get lower price if I wait longer..<br />Another depressed industry now is steel industry. Ann Joo's stock price now is lower than early 2009, and P/B is merely 0.3x..<br />Export oriented counters are getting hotter and hotter now, so I suppose I have to take a look at other industries. Are you looking at any other industry too ?Valuegrowth88https://www.blogger.com/profile/00680529181327710555noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-86176258498576419742015-12-21T17:12:03.860+08:002015-12-21T17:12:03.860+08:00Hi, I got this unbilled sales figure from Scientex...Hi, I got this unbilled sales figure from Scientex quarterly result presentation slides in its website.Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-82504395097397755912015-12-21T14:35:53.883+08:002015-12-21T14:35:53.883+08:00how to calculate unbilled sales? Any part in the q...how to calculate unbilled sales? Any part in the qtr results show that?Chen Loonghttps://www.blogger.com/profile/06843337525946144262noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-12763424433281176542015-12-21T08:38:31.255+08:002015-12-21T08:38:31.255+08:00Thanks for the reminder, I wrote this post in a hu...Thanks for the reminder, I wrote this post in a hurry and missed it. I'll add it in.Bursa Dummyhttps://www.blogger.com/profile/02242116696140987141noreply@blogger.comtag:blogger.com,1999:blog-9212230152177138609.post-35902719486299224752015-12-19T00:36:34.951+08:002015-12-19T00:36:34.951+08:00there is stil lot of up size for this counter. by ...there is stil lot of up size for this counter. by the way, QoQ profit lower because 12.6m fair value gain from investment property last quater. i am impress the performance of property in this season and surprise the decent increase in unbill sales.Endlesswavehttps://www.blogger.com/profile/14988674677157670623noreply@blogger.com