*Official* MasterLeong Thread

[Genosis]

tot is jurong?

Sent from Sony E6853 using GAGT

Ya.....Jurong becoming regional hub too

I remember still got Woodlands and Paya Lebar?

 

[Genosis]

Seems like a positive end to 2016!!!

2 more weeks to REITs announcement season.....

MCT: 25 Jan

 

[dolph001]

Ya.....the Alexandra area is gonna become the new CBD!!!

Have you seen Alexandra Central?

 

[orhanzi]

sti can close above 2900? i really hope so

 

[Genosis]

sti can close above 2900? i really hope so

Depends a lot on SingTel's closing liao.....

 

[akwl88]

today window dressing is strong

 

[akwl88]

https://www.bloomberg.com/news/arti...ere-s-your-quicktake-guide-to-navigating-2017

Bloomberg News reporters in more than 100 cities will cover the stories that matter most in 2017. Here's a selection of key events for the year, plus links to related QuickTake guides. QuickTakes highlight the underpinnings of complicated subjects, providing a concise, fun-to-read entry point to current debates.

 

[Genosis]

How should we value tech companies that in gaming and entertainment like garena, Activision Blizzard or zynga?

Looking for some insights from the pros here.

Sales figures for the games they produced......and the amount of revenue generated per gamer/user/subscriber

 

[dolph001]

How should we value tech companies that in gaming and entertainment like garena, Activision Blizzard or zynga?

Looking for some insights from the pros here.

use dcf?
consider PEG as well.

 

[Genosis]

Wa......my portfolio all green green except SATS

Must be bcos I ate the prosperity burger meal today!!!

 

[lewissac]

Wa......my portfolio all green green except SATS

Must be bcos I ate the prosperity burger meal today!!!

Mine also green, but hope end 2016, my P&L stay 2% loss or lower.

 

[bobbytkc]

How should we value tech companies that in gaming and entertainment like garena, Activision Blizzard or zynga?

Looking for some insights from the pros here.

You cant really value tech companies reliably because their assets are intangible.

I think it is part of the reason why long run returns of tech stocks are pretty dismal.

 

[Layers]

You cant really value tech companies reliably because their assets are intangible.

I think it is part of the reason why long run returns of tech stocks are pretty dismal.

Can only see by the value of service /product

Sent from Sony E6853 using GAGT

 

[MasterLeong]

How should we value tech companies that in gaming and entertainment like garena, Activision Blizzard or zynga?

Looking for some insights from the pros here.

Tech companies harder to value and more tricky, so i tend to avoid the complicated ones

Generally for tech and service companies i do not see book value
Focus more on earnings, cash flow and growth rate.

M1 maybe can be considered a tech company in some ways, but mature stage
For growth stage can look at TPG in aussie, the eps growth is amazing
15 times earnings is cheap for a growth stock like this, if it was listed in sg i would had alrrady bought TPG

 

[MasterLeong]

Example alibaba at 50 times earnings? I think too expensive
If 20 times earnings i may buy
I see them still growing but not as rapidly anymore

 

[tanjiakpeng]

wah song song today green green liao!!!

 

[MasterLeong]

Generally non telcos, tech companies i see as growth stocks
If growth rate 10% i may pay 15 times earnings
If growth rate 20% or higher i may pay 20 times earnings
I try not to pay more than 20 pe for margin of safety

 

[L'oreal Paris]

Nvr get to buy anything yesterday
Wat a year for me
Today don't need see liao haiz
Red red portflio

 

[lbs]

Nvr get to buy anything yesterday
Wat a year for me
Today don't need see liao haiz
Red red portflio

please be patient.

 

[Takodoro]

FCL keep chionging and chionging these few days....enough to cover my losses in Singpost/Singtel/CMT.