^V^
Mkt rebounded strongly after Fed rate cut last Friday, USD will depreciate further n Asian currencies will definitely appreciate n FF will buy in Asia stocks slowly but surely ( u can see SSEX n Hang Seng rose like nobody biz today )^V^
Based on M2 < M3 n M3 = M4 datas shown, China self demand is more than enough to keep its economy grow for at least 1 to 2 years time ^V^ I am not sure today rise is merely a technical rebound or bull coming back !? as known to u, i hv disposed off nearly 80 K of my shares last week, hence, i decided to buy back some at current level ^V^ D below r d stocks i bought today :-
Masteel 21 lots @ 1.205
MFCB 30 lots @1.38
Lionind 18 lots @ 1.48
To Mr annoy, WBC is over, i will post up my portfolio latest by Wednesday , let me show u what is man seperated from kids ^V^
Good Luck guys ^V^
5 comments:
Hi Sam, Glad to see you enter the market again. When you enter actually u give me some confident about the current situation. Well this round I buy in again on ONASTEEL. As I see this counter is really a potential growth in term of pricing and market capitalization.... Hope I’m not wrong.
hmm, i was just doing some calculation, but since i'm new with this number crunching thingey, please right me if i'm wrong..
lionind:
price: 1.48
eps for 9 months: 28.86
taking avg for the last quarter: 28.86/3 = 9.62
hence, the eps for 1 year estimate at = 38.48 sen
therefore the PE is = 1.48/0.3848 = 3.846
oh my god.. IS THIS FOR REAL?????
bro annoy, u cant take 28.86cts as real EPS, taek it latest one which was around 5.6 cts, 5.6 cts x 4= 2.20, PE=1.45/2.20 = 6.5, if d coming EPS show another flying one, 28cts for year 07 shouldnt be any problem $$$$$, dont forget, lionind is a major share holder of LIONDIV !!! besides steel , it involved in property also, thus.. should further up by latest end of this year ^V^
hmm, yes sam, i backtract to the first quarter of the financial year, and see that the profit is somewhat inconsistent.. perhaps due to the nature of steel industry: cyclical. there is one quarter which notch a 20+ eps, and one with just a mere ~2 eps... the latest one as you pointed out almost reaching 6eps.. HOWEVER, due to the fact that with all the CORRIDORS that we are going to have... south, north, east (hmmm, only noticed that there's no WEST corridor.. perhaps that CYBERJAYA is considered as one...) there is huge potential for steel & cement counters to be pushed up sky high :D
As for Lionind, the latest NTA before take in the gain from LionDiv parkson's biz split is 3.00. At 1.48 it's only sell at 50% of the NTA.
This is real Merdeka Grand Sales.
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