^V^
Forehand call by cinapek sam :-
Samgoss said :-
Published on: Apr 12, 2010 @ 18:25
Dear all,
As known 2 u guys , I hv bot in 20lots bstead @ 3.71 this morning , 3.71 x 20 = > 70K ( of course with some swap from perisai n favco that taken profit this morning ), Y i am so confident on this stock ?
Well, see d attached picture , u can see its latest earning stood @ 0.16cts , - My estimation 4 next 4Q = 0.160 x 4 = 0.64, estimate PE on current price 3.71 = 5.7 (DPS ard 0.275), this PE is low enuf as compared 2 average plantation PE of 12+
Look at its dividend yield :-
Dividend 4 2009 = 0.175 ( 7.5 sen on Q3, 5 sen on Q2 and 5 sen on Q1), 2008 = 0.3 ( 25% on Q4, 15% on Q3, 10% on Q2 and 10% on Q1), 2007 = 0.3 ( 36% on Q4, 14% on Q3 and 10% on Q2)
worst come 2 worst, if mkt make a big u turn , take it as FD lol ^_-
Theme play :-
World economy is back on track , oil price hits usd 85 yesterday night , d current n next coming theme shld be O N G , O NG up CPO will 4low thru , CPO price also shot up handsomely , with d current PE of 5.7 , + High NTA of4.40+ , High dividend yield n oso d on coming theme play , Bstead @ 3.71 is definitely a gem esp 4 those with holding power.
I hv check with icap n PB mutual fund , I found that they r holding bstead @ cost more than 4.10+ , hence , @ 3.71 , I will says it is very safe n good bargain buy.
Average PE 4 plantation = 12 , let take PE 8 for bstead , 0.64 x 8 = RM5.10 , be more conservative abit, > RM4.50 shld not be a problem at all .
One more stuff , lot of sour ta losers barking n crying out there , they said I am manipulating u guys 4 my own benefit, ha ha..see how sour n fras all these monkeys r !?? so..beware bros.. 4 safe play , dont buy bstead above my cost of 3.71 , ha ha... I am conman , u know ^_-?
I con u guys on faber @1.05, citi @ 3.10, kfima @ 0.65, leader @0.79, favco0.75 , mitra @1.03, ynh @ 1.53..... ha ha u guys shld be losing like hell by now liaoooo ^_- still wanna 2 4low me ?
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K..what will be d next after Bstead 3.70 ? as known 2 u guys , I hv sold 20 lots of Bstead @ 4.52 n swap it to xxxxxxx @ avg price of 4.87 last week, 2 all ta losers , wanna 2 know what is xxxxxxx ? ha ha...may be u can ask highgain 4 this tip, cos he has rejoined my private blog liaooo ^_- ( I hv my way 2 find it baby ^_- )
K..what so great about xxxxxx , k...look at its latest QEs , 2 qtrs = ??cts+- , 4 qtrs = 60cts +- , at 4.86 , PE stood at 8 +- , she dropped from high of ????- , average PE 4 ???? industry = 15 , low enuf ? even u chop off 50% from its earning , u still get PE 12 , which is still way below its avg PE of 15 !.... I am not aiming for 7.00, >.5.50 is more than enuf liaooo ^_-
Some good stuffs about ??????:-
1) gearing improved , from 0.61 in 2004 to current level of 0.30 , good !
2) Receivables from 4.34 months in year 2004 to current year of 2.62 months, good !
K... why ???? stocks dropped so much lately ? d reason is bcos of ringgit appreciation !..k... Rm vs USD is now @ 3.15 , how far can ringgit reach from here ? can it be 50% more ? do u think 50% appreciation is possible ? 50% = 3.15 / 2 = 1.57 ! do u think it is possible ? ...k... let presume it is possible , what u need 2 do now is chop off 50% from its earning , PE 8 will becomes PE 12 , PE 12 is still way below its avg PE of 15 ! safe ? helloooo.... this is very unlikely cos ringgit will never go up to 1.57 ! never ! hence... d recent sell off by FF r overdone !
2 TA losers esp ah gan , how now ? is XXXXXX heading 2 south ? on down trend ? ha ha..think twice b4 u use yr tak adal akal method, click d below link b4 u tell us yr tak ada akal chart :-
http://samgang.blogspot.com/2010/08/v-wowww-what-cockroach-theory-sell-sime.html
2 TA gan..how much is sime now ? still heading south ? ha ha really an eye open on yr cockroach Theory SELL SIME @ 7.61 ^_- Salute salute !
Btw, take a look @ our S????? n K?????, coming up slowly but surely ^_-
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