A place for "Fundamental Investors" to get together, share their research & study on their ideal stocks in the stock market.
Friday, October 24, 2008
What Do you Seen In The Current Market & What Do You Expected Your Future Is?
14 comments:
Anonymous
said...
Current market worse than expected. Global giant corporate earning are slumping (sony, finance, toyota etc...) , retrenchment increasing, housing/motor --depreciating/default, confident decreasing etc....
Europe market trading at 8-12% low. I think US also likely down another 6-8%. We may miss further downside risk as monday in our holiday. Lets cool down market a bit!
Have you seen the opprtunity? or you seen the fear?
Conglatulation to you if you seen the opportunity, then u have to grap this opportunity to enrich your portfolio for future financial freedom.
For the one who seen the fear, you are as normal as the investors in the market. Try to learn to be different especially your mindset. It will judge your success or failure & the way you decide on the stock market.
Remember, "try not to loss your single cent" Choose the confidence companies in the market.
But becareful on Pelikan, i predict it will drop further.
My reason is that Goldman Sachs International still hold 8.25% of Pelikan company share. If it keep on selling to generate cash for its own trouble, Pelikan share price will be more attractive in future.
But another supporting side from the Lembaga Tabung Haji keep on buying the share from the market.
I have bought REITS for their attractive income yield especially with recent selloff. Most of REITs declare better result and most importantly is their earning are consistent and sustaintable.
Hektar: Q3 EPS=3sen, income dist= 2.4sen. If annualize 12sen, PE=7.9x, payout 100%= 12, yield: 12.5%
Amfirst Q3 EPS=2.03sen, income dist = 4.27sen. If annualize 8.5sen, PE=9.3x, payout 100%= 8.5sen, yield: 10.8%
Dear Jeff Do you have investment idea on Uchitech. It used to be top favourite among fund manager and highest ROI. Nevertheless, recent selloff have sent stock price to below RM1. Even with unimpressive earning growth and fear of recession in Europe , causing demand for coffee maker tumble, but the share value alrdy overdiscount it. If strip off special dividend, Uchitech should be able to maintain 12sen in view of its 75% dividend payout policy, est EPS=16sen, net cash of 30sen/share.
I do not have much study on Uchitech, because i seldom invest on the IT or Electronic related manufacturing company. let's me discover a bit and let you know.
The S&P 500 finished day four of the latest rally with a gain of 0.34%. There was some ambivalence at the open, due in part to the surprisingly weak durable goods orders released at 8:30 AM. But a better-than-expected consumer confidence number at 10 AM took precedence. Today's advance puts the year-to-date gain at 9.11%.
From an intermediate perspective, the S&P 500 is 102.8% above the March 2009 closing low and 12.3% below the nominal all-time high of October 2007.
A person who was starting investment in the stock market since 18 years old, from a person who do not know stock market, to become a fundamental & long term investor.
14 comments:
Current market worse than expected. Global giant corporate earning are slumping (sony, finance, toyota etc...) , retrenchment increasing, housing/motor --depreciating/default, confident decreasing etc....
Europe market trading at 8-12% low. I think US also likely down another 6-8%. We may miss further downside risk as monday in our holiday. Lets cool down market a bit!
Dear all investors,
Have you seen the opprtunity? or you seen the fear?
Conglatulation to you if you seen the opportunity, then u have to grap this opportunity to enrich your portfolio for future financial freedom.
For the one who seen the fear, you are as normal as the investors in the market. Try to learn to be different especially your mindset. It will judge your success or failure & the way you decide on the stock market.
Remember, "try not to loss your single cent" Choose the confidence companies in the market.
Good Investing!
Cheers~~
Dear Jeff
Pelikan, Manulife down significantly, is it worth of buying now!
Dear hng,
yup, especially pelikan. In a very attractive price.
Another company can think about it Lionind. It was too undervalued when it price RM0.45. NTA more than RM1
Good Investing!
Dear Hng,
But becareful on Pelikan, i predict it will drop further.
My reason is that Goldman Sachs International still hold 8.25% of Pelikan company share. If it keep on selling to generate cash for its own trouble, Pelikan share price will be more attractive in future.
But another supporting side from the Lembaga Tabung Haji keep on buying the share from the market.
Keep on sharing!
Dear Jeff
A lot of its ICULS and RCULS converted into ordinary share. But the conv rate is 1.50 higher than current share price!
Have buy any sock recently? what are your current portfolio
Dear hng,
My most recent watchlist as below:
1. Dialog (Good Future)
2. Natbio (Super Undervalue but have future uncertainty)
3. Pelikan (Undervalue)
4. Lionind (Super Undervalue)
5. 3A (Great Result)
6. MFCB (Great potential)
Above is based on my favourate & study, pls do homework before make any decision.
Good Investing!
Dear Jeff
I have bought REITS for their attractive income yield especially with recent selloff. Most of REITs declare better result and most importantly is their earning are consistent and sustaintable.
Hektar: Q3 EPS=3sen, income dist= 2.4sen. If annualize 12sen, PE=7.9x, payout 100%= 12, yield: 12.5%
Amfirst Q3 EPS=2.03sen, income dist = 4.27sen. If annualize 8.5sen, PE=9.3x, payout 100%= 8.5sen, yield: 10.8%
Dear Jeff
Do you have investment idea on Uchitech. It used to be top favourite among fund manager and highest ROI. Nevertheless, recent selloff have sent stock price to below RM1. Even with unimpressive earning growth and fear of recession in Europe , causing demand for coffee maker tumble, but the share value alrdy overdiscount it. If strip off special dividend, Uchitech should be able to maintain 12sen in view of its 75% dividend payout policy, est EPS=16sen, net cash of 30sen/share.
Dear Hng,
I do not have much study on Uchitech, because i seldom invest on the IT or Electronic related manufacturing company. let's me discover a bit and let you know.
Good Investing!
Dear Jeff,
About Uchitech, do you have further information about this company?
Regards,
Vincent
menheng@yahoo.com
The S&P 500 finished day four of the latest rally with a gain of 0.34%. There was some ambivalence at the open, due in part to the surprisingly weak durable goods orders released at 8:30 AM. But a better-than-expected consumer confidence number at 10 AM took precedence. Today's advance puts the year-to-date gain at 9.11%.
From an intermediate perspective, the S&P 500 is 102.8% above the March 2009 closing low and 12.3% below the nominal all-time high of October 2007.
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