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cheongcy Member Star
Total Cumulative Posts 18
Joined Apr 2012
Gender Male


 User Comments


Blog 17 May 2013, 6:31:48 PM
Hi garlic, I believe at this moment any pick is a good pick...lol..


Blog 10 May 2013, 12:37:16 PM
Congrats Garlic!! now to see if what we have discussed in earlier post correct...

At the moment, hardly to find an undervalued stock, at the moment Freight, YSPSAH is under my watchlist...



Blog 26 Mar 2013, 3:42:19 PM
[QUOTE=garlic @ 26 Mar 2013, 02:20 PM]2491[/QUOTE]

Magni will be one of my watchlist...


Blog 26 Mar 2013, 8:43:36 AM
[QUOTE=garlic @ 25 Mar 2013, 06:18 PM]2486[/QUOTE]

Hi garlic, to be frank I do not own a single share of magni. I did have intention to buy initially, but there are companies much more attractive out there e.g. Tambun Indah...


Blog 19 Mar 2013, 12:35:00 PM
[QUOTE=garlic @ 19 Mar 2013, 08:50 AM]2458[/QUOTE]

I am a beginner too...

When I look back when I first put my money into stock market, i think that in year 2008 - 2010, those years were years for beginner to put their money in.

Now 2013 onwards, I believe this is not an easy market to pick good company with damn cheap price.....



Blog 18 Mar 2013, 5:00:56 PM
[QUOTE=garlic @ 18 Mar 2013, 02:26 PM]2452[/QUOTE]

I think I am just a typical stubborn head {:lol}..

But I believe if we found a good company with cheap price, we need some faith to hold it long.


Blog 18 Mar 2013, 11:09:43 AM
[QUOTE=garlic @ 18 Mar 2013, 10:27 AM]2443[/QUOTE]

I personally don't take the GE13 as a major concern. I hear everywhere people keep talking about waiting for adjustment when GE13 announced, how true is the adjustment will happen?

Second of all, if majority have similar thinking to wait for GE13 adjustment, meaning to say no one is buying stock now. If nobody buying at the moment, who is selling when GE13 arrives? I believe the GE13 effect already reflected in the current market.

So, my view is just keep buying whenever company is cheap. Hold for long term, ignore the short term effect....Well, i might be wrong too....



Blog 17 Mar 2013, 1:19:49 PM
[QUOTE=Vinz @ 15 Mar 2013, 11:24 PM]2437[/QUOTE]

I think we cannot calculate the intrinsic value of a company with exact figure. The fair value of a company should fall in a range of price.

Say Zhulian for example, its selling price was RM0.98 in 2009. Its EPS was RM0.20++ and DPS was RM0.12. The company encounter no debt and it has quite a good growth years after years. If such company deserves a PE of 10 ~ 13, its fair value should be RM2.00 ~ RM2.60.

Again take Plenitude as example, as mentioned on previous post. If someone willing to take over the whole company, do you think Plenitude will simply sell it with current market value of RM1.91/share despite its NTA is RM3.31? (The company still hasn't lost its earning power.)

Back to Magni, if there is sound evidence that the company continue doing good, it deserves value no less than its NTA.



Blog 13 Mar 2013, 1:02:36 PM
[QUOTE=ILoveDividend @ 13 Mar 2013, 10:51 AM]2415[/QUOTE]

Hi Garlic,

Also,i don't really put much concern about the stock liquidity itself..

I believe before we invest in any company, we have to know the intrinsic value of the company itself, not at the exact figure, but a general conclusion that a company is cheap...

Until now i still believe that undervalued company will back to its fair value after some time, of course we do not when.

3 years in stock market, so far i have seen the not so popular stock like KSENG, ORIENT, RCI, etc back to its fair value.

I believe everytime when we buy a stock, we should ask ourselves...If i gonna buy the whole company, is this a fair price for the company to sell to me.

Here I take Plenitude as example, it has 1600 ~ 1700acres of land bank, largely are freehold and acquired at least 10yrs ago. Its NTA is RM3.31 per share, with net cash of ard RM1.25 per share. Current share price only selling at damn cheap price of RM1.91. If someone going to fully buy over the whole company, i do not think Plenitude will sell it less than RM3.31....And i believe this is value investing.



Blog 06 Feb 2013, 2:24:39 PM
[QUOTE=garlic @ 06 Feb 2013, 11:26 AM]2288[/QUOTE]

Thanks for the info. So how do you thunk about the future prospect for magni?


Blog 05 Feb 2013, 8:51:34 PM
[QUOTE=garlic @ 05 Feb 2013, 05:39 PM]2279[/QUOTE]

Thanks. Do you know who is the major customers for magni.

Discovered this stock sometime ago, Berjaya is major shareholder. First 6 yrs of listed the company performance just so so. Following 6 yrs till now company is picking up.

Just wondering if Magni does supply to any branded like Nike, Adidas, etc...any idea?

Apparently current share price is undervalued.


Blog 05 Feb 2013, 1:42:06 PM
[QUOTE=garlic @ 04 Feb 2013, 11:28 PM]2274[/QUOTE]

Hi Garlic, how do you get to the intrinsic value of RM4.27?

Please advise. Thanks


Blog 22 Sep 2012, 11:54:20 PM
[QUOTE=Asriel @ 22 Sep 2012, 02:23 PM]1898[/QUOTE]

u were right, the india is jz a small portion as compared to other segmental revenue...

any idea where is this Mauritius located?

STOCK: KESM (9334)

Blog 10 Sep 2012, 11:50:02 PM
at this price is super cheap as net current assets value at RM 2.32 per share with average EPS of 33sen for 7 yrs. Apart from that, is this a industrial norm to have depreciation rate as high as 30% ?


Blog 14 Aug 2012, 1:05:00 PM
[QUOTE=weiiii @ 14 Aug 2012, 12:57 PM]1576[/QUOTE]

Hi weii, as this is private placement no way the public can buy at this price. Second of all, it definitely will have effect on the per share value e.g. earning per share, net asset per share, free cash per share etc....

i have another query, why Huayang chose to raise fund thru private placement but not other way e.g. right issue (so everybody can buy)?


Blog 14 Aug 2012, 9:51:46 AM
[QUOTE=gab102001 @ 14 Aug 2012, 09:33 AM]1570[/QUOTE]

how the effect of the outstanding private placement on the EPS we can easily calculate...

in terms of earning power, if we hav sound proof tht the company can continue to perform well in future, then it is a good counter. From the Huayang past record, its earning power is average untill 2 yrs back.

Of cos i agreed that Huayang concept is good, i.e. buid houses tht are affordable to everyone.


Blog 14 Aug 2012, 9:28:16 AM
[QUOTE=weiiii @ 13 Aug 2012, 10:22 PM]1558[/QUOTE]

which means they are raising fund thru private institution or watever but definitely not thru the public. In other words, your current share holding with Huayang will be diluted....correct me if i'm wong


Blog 11 Aug 2012, 11:54:48 AM
Believe Plenitude still a good counter as it has 300million cash on hand and plenty of land bank acquired decades ago. Also, the CAGR for every 5 yrs is in the range of 7% - 10%. Dividend also increasing since it first listed in Bursa.

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