Thursday, February 24, 2011

[Invst] Libya War

When there's war going on ... stock market tumble.
Gold hit a new high at 1415, WTI Oil hit 100.

Meantime, just sit still and enjoy the show.


Saturday, February 19, 2011

[Invst] CHEETAH Q2 2010

- Sales 28.9m vs 29.35
- PBT 3.2 vs 5.2 . [ 2.4 is disposal of property]
- Preceding Q PBT is 6mil and this was due to stronger hari raya sales captured.

- Price 52
- Forward PE 4.72
- Mkt Cap 66m

[Invt] CSCSTEL Q4 2010

- 34% increase in sales compare Q3'10 but slightly behind compare to Q4'09
- PBT has just reverse from Q3'10 but has drop 75% compare to Q4'09.
- shortage of coking coal due to australia flood is expecting to push the raw material price higher and thus making the prospect in 2011 better.

- Price 180
- PE 9.7x
- Mkt Cap 687 m

[Invt] TWSPLNT - Q4 2010

- +/- 50% increase in revenue. Due to higher price of palm product.
- +/- 53% increase in PBT
- Posted 350% increase n EPS frm 8.19 -> 29.48

- Price 327
- PE 11x
- Market Cap : 1.73 b

[Life] Restart

It's been a while since my last post. Can't even remember why I stop posting then. Now, I'm married to a beautiful women, given a lovely daughter who just turn two recently.

Life cannot be better than now ... Hope it will last for another 30 years to come.

Thursday, August 09, 2007

[Invst] Sweet Victory

Manage to enter Acostec @ 1.04 and exit @ 1.14. Re-enter again @ 1.03.

Friday, July 20, 2007

[Invt] Bought Acostec

Nice. Cheap, good fundamental and strong cash flow.
Current price @ RM 1.07
Target selling price on RM 1.50