^V^
Annoy asked me why i dont put all my bullets on Metro Kajang since i am so damn sure its coming QE difinitely a flying one ?? d reasons r :- Tak lain Tak bukan "popularity n volume " adalah punca pemilihan ku ^V^
There r a few good FA stocks which r super under value but their price hardly move at all despite d 400 points up by KLSE from 900 to 1,350 :-
Ekson
Bkoon
Metro Kajang
Tafi (second board)
Ajiya
They hv 2 things in common "lack of Popularity n volume "!
If u compare their Balance sheet, gearing, cash flow, nta n management with stocks like Ranhill , Suria , Swee Joo , Sapcrest , kencana, Tebrau , Mrcb..... u will know why i said " popularity n volume "must take into consideration for share pick.
If u look at their past earning records n management of MRCB, Tebrau, Sapcrest..it is really smell like shit but then why their shares still keep moving up like nobody biz ? besides d granted projects , d main reason is "Popularity or what they called it Theme play " !
Perhaps some of u already know why i bought Ranhill @1.15 n suria @ 1.05 not so long ago, I knew their management n past earning records r way below stock like Metro kajang n ekson, but if u compare their PE n volume traded at that time, they r telling u " I am coming..i am coming $$$$$" if theme n political darling stocks like MRCB, tebrau n UEMworld with PE > 25 still able fly high , what is so expensive of buying Suria n Ranhill with PE stood around 10+- ???
Same apply on Oilcorp @ 1.31 ( My cost ), Oil n Gas is d most hot cooking theme in KLSE , Most of d O N G stocks's PE r high above 20 some even touching PE of 35 !! what is so expensive of buying oilcorp @ 1.31 with PE only stood around 12+- ? further more, its volume is there + it is one of d political link stock also.
D next one is waving her hand telling u " I am coming ..i am coming $$$$$" is KFIMA ^V^ look at its volume n support, is she not a political darling stock also ? check its PE n mother's balance sheet ( Debt free !!)
Come back to Ornasteel, though it is not a political link stock but it has a theme play ( steel theme ) look at kinsteel n Hiaptek ^V^ if u can catch ornasteel @ 1.30+-, let me calculate for u how cheap u r buying..
Assuming, d flying color earning source given is fate one, take its latest EPS of 6 cts , as u know we r facing shortage of steel supply in d market, for onasteel to sustain its EPS of 6 cts for every qtrs is definitely not a problem ! hence :-
NTA for Onastel = 1.75
EPS :- 6 x 4 Qtrs = 24cts
if u can catch Onasteel at 1.30
PE = 1.30/0.24 = 5.4 !!
If d given source turn out to be truth !!
EPS > 0.35 for year 07 is highly achievable , wow ha ha let calculate its PE again $$$$$$
1.30/ 0.35 = oh my god is near to 3 $$$$$$$
Kinstel PE is currently stood at 9+ with NTA fo 3.96
Hiaptek PE is around 7 + with NTA of 1.23
See germ ?
Masteel is another one as good as Onasteel, d only short fall of masteel was " Quek family is selling in bulk n someone is playing behind this counter "
aiyahhhh, seems like i am so hard sell on Onasteel..ha ha may be someone pay me to trap u ppl for buying onastel at current price so that they can throw to u...ha ha, nothing is impossible ^V^
Use yr own judgement n decide yrself ^V^
9 comments:
Hi Sam, these days your taste of picking picture has turned to better ! I like these two new pictures very much, wondering where you get these pictures from !
These pictures are defintaly better than those badminton, football pics....lol....
Fernando
hi bro, i guess u dont really like sport esp badminton, if u r badminton player or sport man, u wont be saying this..ha ha look at d way they smash n jump... power, skill + style, i love it very much ^V^ fyi, I like sport very much, but i only focus on world class sport, those liga perdana or level below that, i am not interested at all ^V^d coming world badminton chapionship will definitely be my next posting picture.. see who can capture d title ? based on current form, draws n home ground advantage, my pick :-Lee Choong wei , follow by lin dan .... Double :- Koo n Tan follow by chinese top seed.
btw, i hv lot of what u called " high taste scenary pictures", i will post it up right after d world badminton championship which will be started from 2molo onwards ^V^ , right khek soon ?
lol....you are right, Sam.
I don't like badminton that much, the sport I do are swimming and running only...very boring right?!
I like beautiful scenary. When I go travel, I prefer sight seeing instead of shopping...
Anyway, what picture your put is not really matter...what matter is the valuable information of stock market you share with us that make us visit your blog everyday.
Cheers !!
Regards,
Fernando
By the way, thank you for updating your blog everyday or almost everyday.
Your blog help me to kill the day without stock market ;-)
Fernando
Hi! Sam, As for steel counter, I like Lionind the most if compare to Ornasteel. The upside potential for LionInd will be greater than Ornasteel as I believe Lion Group will unlock value in lionind in the group restructuring later.
What is your comment on Lionind ?
Best Regards!
hi sam, im new in trading, for the present i only used TA to find buying signal..but only for basics TA...heee, i would like to know more about FA.. what the basic thng should we get to use FA..can u explain about the PE or that EPS thing' .. thanks... - miow -
Sam,
Still worth buying ornasteel? as now the steel price are droping on 3Q2007, i don't think they will able to sell the stock above cost which they import on 1st 1/2 2007.
sifu sam;
maybe we dont know you that well but we know u wont take us to holland 1. you know how to invest and you earned so much already. how much they want to pay you to trap us ar? so far, so good.
guys, maybe i gang with sifu sam to write this comment also :p .. kidding, ok ;P
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