Monthly Stock Screening Thread

[Takodoro]

China sunshine huat gao gao. Looking forward to May listing.

 

[Perisher]

Same... the list is a list of which one huat sia...

 

[chainer9999]

Give list got use? Win also can't beat early investors

 

[bobbytkc]

OKP, one of the extra stocks i mentioned last month, just announced 172% increase in quarterly net profit yoy.

Congratulations to those who bought.

 

[Weaboo]

OKP, one of the extra stocks i mentioned last month, just announced 172% increase in quarterly net profit yoy.

Congratulations to those who bought.

ur sinostar pec had a good 1st qter as well

 

[Perisher]

Most Huat thread in SSI liao.

 

[Average]

gxgx

Sent from 好心人 using GAGT

 

[stam]

Huat ahhhhh

Posted with My iPhone 7plus HardwareZone Forums app

 

[bobbytkc]

OKP up 15% on opening. Jin shiok.

 

[bobbytkc]

Hi all,

It is earnings season, so be sure to monitor the reports of your holdings. I have sold PEC as their later quarter is not that great. Still made ~15% off of it over the past few months so it was a good holding overall.

Best of luck.

 

[exterminazn]

Master bobby, any kangtao for may?

 

[bobbytkc]

Master bobby, any kangtao for may?

Of course. I am no master.lol. the stock screening is mostly mechanical. I am on vacation. Will do it by end of the week or monday.

 

[Perisher]

Of course. I am no master.lol. the stock screening is mostly mechanical. I am on vacation. Will do it by end of the week or monday.

Thanks!

 

[bobbytkc]

Hi all,

The following is the result of a stock screen for May. Many of the stock prices would have fallen in may, simply because they gave out dividends, so there is no need to be alarmed. Hock Lian Seng just gave out 20% dividends, so don't be surprised by the rather steep drop in price.

For the overall portfolio for may, if you just bought all the screened stocks mentioned, the performance was essentially flat over the month, just like STI. Key performers are stocks like PNE and Sunsine, which both gained ~10% MoM. If you kept track of my previous post, PEC did not annouce good earnings in their latest quarterly results, so I sold it and made a healthy 15% off of it since I did the February screen. OKP, despite announcing stellar earnings growth, remained mostly stagnant. I am not sure if this meant the growth was fully priced in, or the value is waiting to unlock.

Also, this is the first full quarter since I started the monthly stock screen. Here is an overview of my performance thus far according to SGX cafe:

P&L + Closed + Dividends: (+9.76%)
Time Weighted Returns: 31.28%
Time Weighted Returns of SPDR STI ETF (ES3): 5.84%





May


1) Sinostar PEC
Ticker: C9Q

EV/Ebit: 2.46
Price/Earnings: 8.28
Price/Book: 1.7


2) Innotek
Ticker: M14

EV/Ebit: 4.168
Price/Earnings: 7.14
Price/Book: 0.73


3) China Sunsine
Ticker: CH8

EV/Ebit: 4.59
Price/Earnings: 7.24
Price/Book: 1.22


4) Yang Zi Jiang
Ticker: BS6

EV/Ebit: 5.11
Price/Earnings: 13.23
Price/Book: 1.00


5) Tai Sin Electronics
Ticker: 500

EV/Ebit: 6.79
Price/Earnings: 7.61
Price/Book: 1.168


6) Fischer Tech
Ticker: BDV

EV/Ebit: 6.89
Price/Earnings: 10.80
Price/Book: 1.36


7) Valuetronics
Ticker: BN2

EV/Ebit: 6.92
Price/Earnings: 12.04
Price/Book: 1.85


8) CEI LTD
Ticker: AVV

EV/Ebit: 8.13
Price/Earnings: 10.09
Price/Book: 2.2


9) BHQ Sunningdale
Ticker: BHQ

EV/Ebit: 8.64
Price/Earnings: 8.95
Price/Book: 0.98


10) Hi-P
Ticker: H17

EV/Ebit: 10.1
Price/Earnings: 12.22
Price/Book: 1.19


Bonus:


a) LTC CORP
Ticker: L17

EV/Ebit: 10.17
Price/Earnings: 14.1
Price/Book: 0.38

 

[akwl88]

got new list?

 

[bobbytkc]

got new list?

The list just above you leh. You mean you want new stocks issit? I just pick the top 10 best stocks every month, so a lot of the stocks will be repeated.

 

[chainer9999]

Bobby got add more sun?

 

[bobbytkc]

Bobby got add more sun?

No. Unfortunately, I use the standard FA strategy of equal weighted stocks for my portfolio. I just substitute stocks once they drop out of the list. I don't really know how to trade, so not as satki as you lol.

 

[akwl88]

The list just above you leh. You mean you want new stocks issit? I just pick the top 10 best stocks every month, so a lot of the stocks will be repeated.

I see

Thank yiu

 

[chainer9999]

No. Unfortunately, I use the standard FA strategy of equal weighted stocks for my portfolio. I just substitute stocks once they drop out of the list. I don't really know how to trade, so not as satki as you lol.

My boss Wol then satki. I sucky. Anyways good of u to share research