【~~ paperplaneinc~~个人专区】人生10番5,000,000

lkb

Keuro n Redtone wa。。。我有，希望会上吧。。。。

paperplaneinc

Redtone maybe wait next year if can move to Mainboard.
Keuro after right issue maybe up....

skyme

paperplaneinc 发表于 3-12-2013 01:28 PM
Redtone maybe wait next year if can move to Mainboard.
Keuro after right issue maybe up....

Keuro几时right  issue?

会起到多少？

paperplaneinc

还不知道呢，应该是今年年尾。

paperplaneinc

成立了新的英文区，用Net Working Capital选股票
http://networkingcapital.blogspot.com/

As we learnt from Graham, buy a company with margin of safety.
Using Net Working Capital method is Current Assets-Total Liabilities=NWC
Buy a share is market price<NWC

But. I have tried to modified this method using a more conservative method. Why? Because sometimes receivables might not necessary be an asset. It can be a debt unsettled, yet continue recognized as receivables....which is dangerous if we assume that as an asset to company.
Also, inventory might be some thing that can't even get a sales, so why assume it as asset? something produced and cannot be sold is still something worthless.

So, Current Assets to me is Cash=100%(unless cash is fraud? Unlikely, unless the auditor is stupid), Receivables=75% assuming receivables can only get back 75% of value, or another way of saying, 25% bad debts.
Inventory=30-50% If something cannot be sold, do promotion to sell them, 50% discount maybe? or 70% even? so assuming 30-50% is safer.

weng_viva

paperplaneinc 发表于 23-11-2013 09:06 AM
继续卖，将property几乎出清

我反而开始留意到已经有一些便宜的产业股，当然，现在买入的话，还不是最最最安全的边际。因为产业股明年面对艰苦挑战，政府的打房有没有力度明年才大概知道，再观察中。

paperplaneinc

最近想继续加码REdtone,然后卖Keuro当价格起。。。。希望keuro快起，我要swap to Redtone-WA.

lkb

paperplaneinc 发表于 23-12-2013 11:06 PM
最近想继续加码REdtone,然后卖Keuro当价格起。。。。希望keuro快起，我要swap to Redtone-WA.

为何看好Redtone？？？？

paperplaneinc

已经卖完Keuro,可能会后悔。。。。算。打算换去Redtone-WA. Redtone看好有几个原因：
1。2014换去main board,一个很大的catalyst
2.DTTB计划，是全国性的。
3。成功的中国业务会大大推动业绩。
4。和maxis jv还有未来的成长指日可待。

paperplaneinc

大家好，今年投资最大成就就是成为Investlah Stock King 2013,希望2014大家继续Huat ah~
http://www.investlah.com/forum/index.php/topic,49936.msg1183109/topicseen.html#msg1183109

maxlow80

paperplaneinc

KLCI Index has started the year with a few days going down. To me this is not a good sign as people taking profit this year. As explain by most analysts, the upside for KLCI this year is pretty limited, thus I'm expecting a negative return even for KLCI.

The only "cheap" counters I can still think of is YTL currently. With the privatisation of YTLCements etc, it is worth much more. But other than KLCI index stocks, some sector I think might worth our consideration.

1. Logistic companies-with the coming recovery of US economy, and also soft landing in Asia economics, I hope logistic companies can have some growth there. Baltic Dry Index recover from all time low now, maybe can have some logistic companies holding. Currently I'm watching ILB only.

2. Log & Timber sectors-with weakening MYR moving forward, exports will be a beneficial sectors. Also, if Abenomic is successful, and confident level of Japanese companies, individuals recover, people who are more willing to spend their money instead of getting less than 1% in bank accounts, the future of timber stocks in Malaysia can be bright. Currently I'm watching only WTK for this sector.

3. Industrial sector which focus on exports-with weakening MYR also, some huge manufacturers might be moving back to Malaysia even compared to strong Yuan moving forward. We have seen many chocolate manufacturer moving into Malaysia recently, there might be good reasons for them to do it here. Thus I think industrial where they focus mainly on export can have a good year.

Never the less, still monitoring on a few stocks, hopefully I can achieve target of 20% this year.

paperplaneinc

everyone, don't say I don't give tips.
If you have holding power, buy some stocks below:
WTK,ILB, OCK, AWC, GENTING

JU

happy1986

paperplaneinc 发表于 13-2-2014 06:47 PM
everyone, don't say I don't give tips.
If you have holding power, buy some stocks below:
WTK,ILB,  ...

请问 何时爆发？ 怕怕。。消息来源？

paperplaneinc

最近太忙了，好久没update.继续买osk,wtk.关注ock

skyme

paperplaneinc 发表于 17-5-2014 09:20 PM
最近太忙了，好久没update.继续买osk,wtk.关注ock

Wtk 我也有，report 应该要出来了
你要在什么价钱出？

colour15

skyme 发表于 18-5-2014 12:14 PM
Wtk 我也有，report 应该要出来了
你要在什么价钱出？

天空妹，昨天才突然想到你怎么将久没有来cari，你今天就跑出来了，买马票有将准就好。

skyme

Wakaka....最近都在休息
你hoseh bor ？

colour15

skyme 发表于 19-5-2014 06:16 PM
Wakaka....最近都在休息
你hoseh bor ？

还好啦，今年买的都升，去年买的亏一些。
你的wtk赚钱咯，恭喜恭喜！

paperplaneinc

1。FPI-Div yield around 6%, 已经稳定派息好几年了。
2。Marco-Div yield around 9%,过去两年较高。不过应该可以稳定派4%
3。Parkson-不是派现金，但是派股票。 3：50，换算回来大概6%dividend.

Add 1 more I have recently discovered soon,it is a Financial company.