*Official* MasterLeong Thread - Part 2

[homedriver]

Master, any durian to pick?

 

[Layers]

OCBC profit drop 11%

Huh whr u see 11%?

Sent from Sony E6853 using GAGT

 

[Perisher]

Huh whr u see 11%?

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Think he mix up with GE.

 

[xSieghartx]

Huh whr u see 11%?

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11%'s the YOY comparison, not between quarters.

 

[starfish.starfish]

As I've mentioned, I am doing a once a month screen of currently undervalued stocks. If you guys find the information useful, I will do a monthly post on this. This is the first 4. I will post more as I find them.

I mainly focus on Enterprise value/ebitda, Price to earnings and Price to book ratios for my valuations. They must be either fairly priced, or substantially underpriced to make my criteria. Numbers are my own estimates, and it may be a little different from whatever platform you are using.

1) PEC

EV/Ebitda: 0.03
Price/Earnings: 8.9
Price/Book: 0.67

2) China Sunshine

EV/Ebitda: 3
Price/Earnings: 6
Price/Book: 1.04

3) BHQ Sunningdale

EV/Ebitda: 3.3
Price/Earnings: 7.7
Price/Book: 0.72

4) YangZiJiang Shipbuilding

EV/Ebitda: 4
Price/Earnings: 14
Price/Book: 0.75

Thanks for sharing, none on my watchlist though.
Second mod's suggestion, u should open a thread so can more easily keep track?

 

[starfish.starfish]

IN tough to use.
And load slow.

Hallo from glacier town

 

[goh6570]

Indeed IN is lagging and tough to go bk to favorite post. We pcw there cos of voucher.

IN tough to use.
And load slow.

Hallo from glacier town

 

[goh6570]

Did u manage to board?

Queueing up for CDG

 

[jjj2323]

As I've mentioned, I am doing a once a month screen of currently undervalued stocks. If you guys find the information useful, I will do a monthly post on this. This is the first 4. I will post more as I find them.

I mainly focus on Enterprise value/ebitda, Price to earnings and Price to book ratios for my valuations. They must be either fairly priced, or substantially underpriced to make my criteria. Numbers are my own estimates, and it may be a little different from whatever platform you are using.

1) PEC

EV/Ebitda: 0.03
Price/Earnings: 8.9
Price/Book: 0.67

2) China Sunshine

EV/Ebitda: 3
Price/Earnings: 6
Price/Book: 1.04

3) BHQ Sunningdale

EV/Ebitda: 3.3
Price/Earnings: 7.7
Price/Book: 0.72

4) YangZiJiang Shipbuilding

EV/Ebitda: 4
Price/Earnings: 14
Price/Book: 0.75

That is a nice list. Had YZJ till yesterday. Sold off too early.
Sunningdale looks good. Will research more on it if have time.

 

[Average]

boarded near closing, have been queuing 2.42, afternoon up to 2.45, last min just take mkt price 2.46. gpgt

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[Average]

cdg is now one of my top position

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[SeVenn]

L&T says take profit on OCBC and wait for book value to buy back. Yay or nay?

 

[jjj2323]

boarded near closing, have been queuing 2.42, afternoon up to 2.45, last min just take mkt price 2.46. gpgt

Sent from 金鸡 using GAGT

I also queuing at 2.42 leh. Must endure.... tomorrow try again.

 

[Maeda_Toshiie]

As I've mentioned, I am doing a once a month screen of currently undervalued stocks. If you guys find the information useful, I will do a monthly post on this. This is the first 4. I will post more as I find them.

I mainly focus on Enterprise value/ebitda, Price to earnings and Price to book ratios for my valuations. They must be either fairly priced, or substantially underpriced to make my criteria. Numbers are my own estimates, and it may be a little different from whatever platform you are using.

1) PEC

EV/Ebitda: 0.03
Price/Earnings: 8.9
Price/Book: 0.67

2) China Sunshine

EV/Ebitda: 3
Price/Earnings: 6
Price/Book: 1.04

3) BHQ Sunningdale

EV/Ebitda: 3.3
Price/Earnings: 7.7
Price/Book: 0.72

4) YangZiJiang Shipbuilding

EV/Ebitda: 4
Price/Earnings: 14
Price/Book: 0.75

Hmm, still have meat in 4) Yangzijiang?

 

[Prof Goh]

Did u manage to board?

Boarded at 2.47

 

[Average]

reits still looks stable

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[Growmymoney]

Can beo for pullback.. looks set to go higher..

thaibev can beo..

 

[SeVenn]

Why market hate CDG so much

 

[Growmymoney]

Yellen mentioned there might be more rate hikes and USD spiked. march rate hike will be on the table. Looks like agri stocks are benefiting from this. If golden agri breaks 0.45, there will be more upside.

So now the game plan is to plan ahead. whats next after property sector? i personally feel its the agri stocks. With wilmar hitting its all time high, i feel that golden agri, indo agri, bumitama agri. have time to play "catch up" With trump supporting a stronger dollar, this should be benefit the agri stocks.

 

[wahkao3]

bobbytkc wrote:
As I've mentioned, I am doing a once a month screen of currently undervalued stocks. If you guys find the information useful, I will do a monthly post on this. This is the first 4. I will post more as I find them.

I mainly focus on Enterprise value/ebitda, Price to earnings and Price to book ratios for my valuations. They must be either fairly priced, or substantially underpriced to make my criteria. Numbers are my own estimates, and it may be a little different from whatever platform you are using.

Did you calculate those ratios by yourself or you grabbed it off some source? where is your data source for the ratios?
is the data source reliable?

i do not like Enterprise value/ebitda because it strips away the effects of depreciation. Depreciation is a very real business cost and should never be stripped out.