*Official* MasterLeong Thread - Part 2

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Takodoro

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Genosis said:
Uncle Charoen wants to leave a stronger empire for his son......like LKS in HK :o
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Tree Big Attract Wind also.

Thailand political situation can be quite delicate sometimes. Once upon a time, a brother and sister got ousted as Thailand PM.
 
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evilbdboi

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MasterLeong said:
read research report on KC

going forward 2017-2020 looks to continue to be weak as KC tries to survive the harsh winter

EPS should be around 40 cents... making KC trade around 15 times earnings.... not cheap

yield looks to be around 20 cents payout, half of earnings so around 3 to 3.5% dividend yield while waiting for a recovery

at PE 15 and yield 3.5%, I think KC is fairly price... I do not expect anymore big downside to KC anymore since the oil bottom out already


now is thinking about the upside... whether KC can win a big 1-2 bil contract in 2017?2018? and let earnings start to recover upwards? I think the odds are low... maybe 20-30% chance to see big contract win
a big contract win may see KC shoot up 20% easily, but its a long shot

getting 3.5% dividends while waiting for a low chance recovery does not seem like an attractive deal for me, so I will avoid taking a position in KC for sure


I can only say
GOOD LUCK to those vested
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KC is not just O&G they have 4 pillars O&G, Property, Investment and data centers. If you write off O&G totally its still worth 4plus
 
MasterLeong

MasterLeong

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surprisngly KC and SCI down only 2%

never drop as much as expected... due to the strong CNY rally pushing the market

if didnt have this CNY force, maybe KC would had been down 3-5%
 
MasterLeong

MasterLeong

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thai bev now around 85 cents level waiting for after XD to see if its boat got go back to 80 cents port for re fill or not
 
MasterLeong

MasterLeong

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Average said:
agm got ppl ask ceo why fcl wanna go the high divy yield cum high recurring income model... lol while we see it as stable, some ppl dun want that. they want sexplosive roe

Sent from 穷小子 using GAGT
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those people so greedy sia

but i think the hidden agenda is that the thai boss want to milk FCL for its dividends

FCL needs to send cash to the parent ma... in the past they paid so much money and took on so much debt on the FNN deal
 
MasterLeong

MasterLeong

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Average said:
agm got ppl ask ceo why fcl wanna go the high divy yield cum high recurring income model... lol while we see it as stable, some ppl dun want that. they want sexplosive roe

Sent from 穷小子 using GAGT
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btw FCL u all be careful of the share swap

FCL FNN swap to consolidate FNN into thaibev

both FCL and thaibev i not vested

but could be interested in thaibev now if they can get 100% of FNN
 
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