Author Topic: Guan Chong  (Read 29033 times)

Offline Updown

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Re: Guan Chong
« Reply #200 on: November 25, 2013, 11:13:12 PM »
The financial results are extremely good for the past few years. It is unbelievable and some more its accounts not audited by big 4.  :shake:

Offline jesse

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Re: Guan Chong
« Reply #201 on: November 25, 2013, 11:19:17 PM »
Total borrowings = Rm720m :thumbsdown:

Total inventory + receivables = Rm791 :thumbsdown:

Connect the dots....

 ;) ;)

Offline iiinvestsmart

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Re: Guan Chong
« Reply #202 on: November 25, 2013, 11:48:20 PM »



Thank you Guan Chong.  :)
Itís better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline iiinvestsmart

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Re: Guan Chong
« Reply #203 on: November 25, 2013, 11:50:57 PM »
This morning collected some MNRB at rm 2.52
Gambling stock ... betting on today quarter annoucement after closing.

CASH 96 %
PMCorp 2%
Insas 1 %
MNRB 1 %


 :cash: :cash: :cash: :cash: :cash:


 :D


Itís better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline iiinvestsmart

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Re: Guan Chong
« Reply #204 on: March 09, 2015, 03:19:52 PM »
Itís better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline johnmaster

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Re: Guan Chong
« Reply #205 on: March 09, 2015, 04:07:30 PM »
so how, GSB good or no good ?

Offline iiinvestsmart

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Re: Guan Chong
« Reply #206 on: March 09, 2015, 04:14:56 PM »



Spotted this stock when it was growing its revenue like crazy ... in 2010.   :thumbsup: :cash:

Time to move on from this stock and to re-deploy the cash into a good quality growth company with better reward-risk ratio.  :)





Thank you Guan Chong.  :)

 :cash:
Itís better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline paperplane

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Re: Guan Chong
« Reply #207 on: March 09, 2015, 04:17:08 PM »
Why ppl invest in such poor cash flow company
Stocks to hold next 1-2yrs:-
BJCORP-TP:0.90
PMCORP-TP:0.35 (Achieved-Dec14)
JCY-TP:1.00
Pohuat-TP RM2.20min(Achieved-Feb15)
Hevea warrant-TP RM1.15(Achieved-Jan15)
V.S=TP RM3.50(Achieved Jan15)
OPENSYS-TP:0.55
MSC-TP:5.00
GENM-TP:5.50
PJDEV-WC-TP:1.00
GSB-TP RM0.15
FABER-TP RM3.50 (Apr1

Offline johnmaster

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Re: Guan Chong
« Reply #208 on: March 09, 2015, 04:18:37 PM »
Why ppl invest in such poor cash flow company

well, u can ask iinnvestsmart about it.

Offline iiinvestsmart

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Re: Guan Chong
« Reply #209 on: January 12, 2019, 06:18:25 AM »
In the short run, the market is a voting machine but in the long run, it is a weighing machine.

But investing is not about beating others at their game. It is about controlling yourself at your own game.

The stock investor is neither right nor wrong because others agreed or disagreed with him; he is right because his facts and analysis are right.

People who invest make money for themselves; people who speculate make money for their brokers.

You will be much more in control, if you realize how much you are not in control.

While a trend shown in the past is a fact, a "future trend" is only an assumption.

We must recognize, however, that intrinsic value is an elusive concept.

The value of the pledged property is vitally dependent on the earning power of the enterprise.

You are neither right nor wrong because people agree with you.

The investor's chief problem - and even his worst enemy - is likely to be himself.

Rising prices allow Uncle Sam to pay off his debts with dollars that have been cheapened by inflation.

Individuals who cannot master their emotions are ill-suited to profit from the investment process.

Even the intelligent investor is likely to need considerable will power to keep from following the crowd.

Do not take yearly results too seriously. Instead, focus on four or five year averages.
Itís better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.

Offline iiinvestsmart

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Re: Guan Chong
« Reply #210 on: January 12, 2019, 07:23:14 AM »
SNAPSHOT OF GUAN CHONG BHD (GUAN)

PRICE 1.96
MARKET CAP 470.4M
EPS TTM 0.27
SHARES OUTSTANDING 240.0M
P/E TTM 7.4x
DIVIDEND 0.10
DIVIDEND YIELD 4.97%


Valuation   
Price/Earnings   7.4x   
Price/Sales   0.4x   
Price/Book   3.2x   
Price/Cash Flow   7.4x   
TEV/Sales   0.2x   







Financials
http://investing.businessweek.com/businessweek/research/stocks/financials/financials.asp?ticker=GUAN:MK (http://investing.businessweek.com/businessweek/research/stocks/financials/financials.asp?ticker=GUAN:MK)



GC was an old thread started in Dec 2010.  At that time, its price was 1.96 per share.  This price of 1.96 per share in Dec 2010 was the equivalent of 1.22 per share at current price (adjusting for bonus and free warrant in February).

Therefore, GC at today's price of 2.41 is 98% [(2.41 is 2.41/1.22) -1 = 98%] higher in market price compared to Dec 2010.

It was more undervalued in Dec 2010 than now.  This is not surprising since there has been more coverage for this stock since it was discovered.


I have cashed out 40% of this stock due to uncertainty over the cocoa price since the Ivory Coast problem is now clearly settled and the country will be exporting its cocoa again.


Sold all my shares in this counter today.    :handshake: :cash:
Itís better to buy a wonderful company at fair price than a fair company at wonderful price.

1.  Understand the business
2.  Business must have DCA
3.  Management with integrity
4.  Buy at a sensible price

Big Fat Pitch.  Focus Investing.  Long term portfolio for capital appreciation and income.