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pearl_white
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« Reply #100 on: September 19, 2011, 10:21:03 PM » |
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This one correct. Very complicated.
I keep my investing simple and safe. (Keep It Simple & Safe)
Like Nestle:
Not useful to use Book Value for the valuation.
Use either earning multiple or DCF
Price = signature PE x projected EPS
or
PV = Div/(r-g) or EPS/(r-g)
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« Reply #100 on: September 19, 2011, 10:21:03 PM » |
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stockraider
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« Reply #101 on: September 20, 2011, 09:42:38 AM » |
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Very complicated.
I keep my investing simple and safe. (Keep It Simple & Safe)
Like Nestle:
Not useful to use Book Value for the valuation.
Use either earning multiple or DCF
Price = signature PE x projected EPS
or
PV = Div/(r-g) or EPS/(r-g)
The reason why investment in Nestle at Rm 49.70...........is complicated bcos it is overvalue mah.............with PE 28X.....NTA Rm 2.60. The only solace is dividend yield of 3% p.a. close to fixed deposits rate loh........! By comparison u can much undervalue stock like ptras loh..........Why would some value investor why value investor wants to invest in nestle at Rm 49.70 leh ? When u get much better value like Ptaras woh........! Lets compare Ptaras Nestle Share price 2.41 49.70 PE 6X 28x NTA 2.75 2.60 Dividend yield 7.8% p.a. 3.00% p.a. Growth 50% 15% Certainly Ptras is superior in all aspect except that Nestle is in consumer staple................................. .still too much to overpay loh..........! |
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pearl_white
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« Reply #102 on: September 20, 2011, 10:17:36 AM » |
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Lets say the investor makes a valuation on Nestle as you have suggested. But there is a catch. This investor finances the investment 80% cash, 20% Debt, say overdraft facility. How then would the valuation differ?  |
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stockraider
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« Reply #103 on: September 20, 2011, 10:26:47 AM » |
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Lets say the investor makes a valuation on Nestle as you have suggested. But there is a catch. This investor finances the investment 80% cash, 20% Debt, say overdraft facility. How then would the valuation differ? Nestle Still koyak loh....! 80%Cash opportunity cost 3% p.a. 20%Debt 6% p.a, Effective cost of fund 3.8% but nestle give 3% p.a. still negative wealth destruction loh.....! But not Ptras loh 80% cash 3% p.a. 20% debt 6% p.a. Effective cost 3.8% p.a. but Ptaras give dividend 7.8% p.a. that mean positive wealth creation 4% p.a. loh.......! So much use your leverage smartly loh...........! |
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pearl_white
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« Reply #104 on: September 20, 2011, 10:43:02 AM » |
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Stockraider, demonstrated something that we should all consider.
In making investments, one should also compute the IRR before proceeding. IRR is important because you as an investor, have to partake your current wealth (either by debt, cash etc) against the valuation of a security. IRR changes when your debt/equity (cash) ratios are different. IRR is also impacted by the duration.
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soulsimple
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« Reply #105 on: September 20, 2011, 11:47:23 AM » |
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The reason why investment in Nestle at Rm 49.70...........is complicated bcos it is overvalue mah.............with PE 28X.....NTA Rm 2.60.
The only solace is dividend yield of 3% p.a. close to fixed deposits rate loh........!
By comparison u can much undervalue stock like ptras loh..........Why would some value investor why value investor wants to invest in nestle at Rm 49.70 leh ? When u get much better value like Ptaras woh........!
Lets compare
Ptaras Nestle
Share price 2.41 49.70
PE 6X 28x
NTA 2.75 2.60
Dividend yield 7.8% p.a. 3.00% p.a.
Growth 50% 15%
Certainly Ptras is superior in all aspect except that Nestle is in consumer staple................................. .still too much to overpay loh..........!
same picture diff conclusion   there is more to it than a few figures n i do hope u really know what i mean!!!! |
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iiinvestsmart
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« Reply #106 on: September 20, 2011, 11:55:55 AM » |
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Pintaras Jaya Berhad Company Snapshot Business Description: Pintaras Jaya Berhad operates in the Excavation work sector. Pintaras Jaya Berhad is a Malaysia-based company engaged in investment holding and undertaking of piling contracts, civil engineering and building construction works and rental of plant and machinery. The Company operates in three segments, namely piling, civil engineering and construction works segment, manufacturing segment and others segment. Its subsidiaries include Pintaras Geotechnics Sdn. Bhd., which is engaged in geotechnical and foundation engineering services; Pintaras Development Sdn. Bhd., which is engaged in property investment and development; Pintaras Megah Sdn. Bhd., which is engaged in civil engineering works; Corplast Packaging Industries Sdn. Bhd., which is engaged in manufacturing of corrugated plastic sheets, Prima Packaging Sdn. Bhd., which is engaged in manufacturing of metal containers.  Nestle (Malaysia) Berhad Company Snapshot Business Description: Nestle (Malaysia) Berhad operates in the Fluid milk sector. Nestle (Malaysia) Berhad is an investment holding company. The Company has two segments: Food and beverages and Others, which include Nutrition and Nestle Professional. Its products are categorized into coffee and beverages, culinary aids/prepared foods, milks, liquid drinks, junior foods, breakfast cereals, chilled dairy, ice cream, chocolate and confectionery, healthcare nutrition, performance nutrition and Nestle professional. The Company is the regional manufacturer for infant cereal. The Company's subsidiaries include Nestl Products Sdn. Bhd., Nestle Manufacturing (Malaysia) Sdn. Bhd., Nestle Asean (Malaysia) Sdn. Bhd. and Nestle Foods (Malaysia) Sdn. Bhd.  |
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"Yep... we lose lots of money, but dont worry... we will get it back from all these newcomers. " July 14th 2008
“I may be a fool to buy this stock at this price; but I’ll find a greater fool to take it off my hands for more than I paid for it!”
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iiinvestsmart
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« Reply #107 on: September 20, 2011, 12:31:34 PM » |
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The reason why investment in Nestle at Rm 49.70...........is complicated bcos it is overvalue mah.............with PE 28X.....NTA Rm 2.60.
The only solace is dividend yield of 3% p.a. close to fixed deposits rate loh........!
By comparison u can much undervalue stock like ptras loh..........Why would some value investor why value investor wants to invest in nestle at Rm 49.70 leh ? When u get much better value like Ptaras woh........!
Lets compare
Ptaras Nestle
Share price 2.41 49.70
PE 6X 28x
NTA 2.75 2.60
Dividend yield 7.8% p.a. 3.00% p.a.
Growth 50% 15%
Certainly Ptras is superior in all aspect except that Nestle is in consumer staple................................. .still too much to overpay loh..........!
Will Pintaras deliver 50% growth year on year for many years? Will Nestle deliver 15% growth year on year for many years? There lies the obvious answer. Consider your stock investment as buying an equity bond. Capital = Share price bought at. Interest = Dividend received yearly. Unlike a bond that pays fixed coupon /dividend and is redeemed on maturity at face value, the dividends received from a carefully selected good quality stock continue to grow over time and its share price appreciates correspondingly. |
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"Yep... we lose lots of money, but dont worry... we will get it back from all these newcomers. " July 14th 2008
“I may be a fool to buy this stock at this price; but I’ll find a greater fool to take it off my hands for more than I paid for it!”
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soulsimple
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« Reply #108 on: September 20, 2011, 12:36:08 PM » |
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Will Pintaras deliver 50% growth year on year for many years? Will Nestle deliver 15% growth year on year for many years? There lies the obvious answer. Consider your stock investment as buying an equity bond. Capital = Share price bought at. Interest = Dividend received yearly. Unlike a bond that pays fixed coupon /dividend and is redeemed on maturity at face value, the dividends received from a carefully selected good quality stock continue to grow over time and its share price appreciates correspondingly. why do u think Raider does what he does? i m perplexed sometimes, he/she seems smart enough to c some things quite clearly?  |
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stockraider
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« Reply #109 on: September 20, 2011, 12:40:53 PM » |
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why do u think Raider does what he does? i m perplexed sometimes, he/she seems smart enough to c some things quite clearly? Why raider sometime act smart but sometime act aggressive with a bit of smart & stupid leh ? Actually raider had 2 accounts....one is a veri defensive yield play (veri conventional & rational) n the other aggressive speculative play loh.(veri unconventional & rational).....both investment criteria demand high margin of safety loh....! |
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soulsimple
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« Reply #110 on: September 20, 2011, 12:44:39 PM » |
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Why raider sometime act smart but sometime act aggressive with a bit of smart & stupid leh ?
Actually raider had 2 accounts....one is a veri defensive yield play (veri conventional & rational) n the other aggressive speculative play loh.(veri unconventional & rational).....both investment criteria demand high margin of safety loh....!
ok thats what i thought..........one u dont need to promote(those u plan to hold forever). the other u r lookin for someone to buy at a higher price from u. ok, now it is clear......thxs |
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stockraider
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« Reply #111 on: September 20, 2011, 12:46:18 PM » |
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Will Pintaras deliver 50% growth year on year for many years? Will Nestle deliver 15% growth year on year for many years? There lies the obvious answer. Consider your stock investment as buying an equity bond. Capital = Share price bought at. Interest = Dividend received yearly. Unlike a bond that pays fixed coupon /dividend and is redeemed on maturity at face value, the dividends received from a carefully selected good quality stock continue to grow over time and its share price appreciates correspondingly. Understanding of value loh....! Nestle is a good stocks.....overtime dividend growth....but share price appreciate veri much faster....to a point....the yield become low loh.....! Correspondingly become overvalue loh.....! Ptras is a stock emerging good stock.....overtime dividend growth.....but share price appreciate at a much slower pace....resulting in dividend yield veri high loh.....therefore veri undervalue loh....! |
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SEA PEN
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« Reply #112 on: September 20, 2011, 12:51:04 PM » |
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pearl_white
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« Reply #113 on: September 20, 2011, 12:51:17 PM » |
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All you need to do then is to create a facebook hate page for Nestle to boycott their products especially MILO, Chocolates, etc.. Shareholders of Nestle have absorb the pain rising costs of living LOH!!! When there is enough hate, Goldman Sach will quickly run away and dump the stock cheap cheap loh! Understanding of value loh....!
Nestle is a good stocks.....overtime dividend growth....but share price appreciate veri much faster....to a point....the yield become low loh.....! Correspondingly become overvalue loh.....!
Ptras is a stock emerging good stock.....overtime dividend growth.....but share price appreciate at a much slower pace....resulting in dividend yield veri high loh.....therefore veri undervalue loh....!
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stockraider
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« Reply #114 on: September 20, 2011, 12:55:17 PM » |
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He...he...he...! Bagero u ask people to buy GSB at Rm 0.08 and not Mk land at Rm 0.29 ? Anyway....u are not welcome in MK loh....! |
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stockraider
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« Reply #115 on: September 20, 2011, 12:56:27 PM » |
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All you need to do then is to create a facebook hate page for Nestle to boycott their products especially MILO, Chocolates, etc.. Shareholders of Nestle have absorb the pain rising costs of living LOH!!! When there is enough hate, Goldman Sach will quickly run away and dump the stock cheap cheap loh! Don do such an ethical thing loh...! Karma....karma....karma mah...! |
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« Reply #116 on: September 20, 2011, 12:59:33 PM » |
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ok thats what i thought..........one u dont need to promote(those u plan to hold forever). the other u r lookin for someone to buy at a higher price from u. ok, now it is clear......thxs There is no such thing as holding forever one la, buntut say only ma, if something is way way way way overvalue do you think that buntut will throw or not? If buntut don't throw, i chop off for you all and see ar  ...................................... ...........................WAKAKAKAKAKA KAKAKAKAKAKAKAKAAKA |
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soulsimple
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« Reply #117 on: September 20, 2011, 01:02:47 PM » |
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There is no such thing as holding forever one la, buntut say only ma, if something is way way way way overvalue do you think that buntut will throw or not? If buntut don't throw, i chop off for you all and see ar ...................................... ...........................WAKAKAKAKAKA KAKAKAKAKAKAKAKAAKA remember coca cola? what u say is true also.............even Warren makes mistakes, human mah. |
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stockraider
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« Reply #118 on: September 20, 2011, 01:04:28 PM » |
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There is no such thing as holding forever one la, buntut say only ma, if something is way way way way overvalue do you think that buntut will throw or not? If buntut don't throw, i chop off for you all and see ar ...................................... ...........................WAKAKAKAKAKA KAKAKAKAKAKAKAKAAKA Correct there is no thing can hold forever loh....! But there...is thing u so favor....that u willing to hold long long....and veri veri reluctant to part loh....! Just like kukuchiao mah...! That is long term investment loh....! |
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V V S
Senior Member
 Offline
Posts: 161
VERY VERY SAD
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« Reply #119 on: September 20, 2011, 01:11:06 PM » |
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He...he...he...! Bagero u ask people to buy GSB at Rm 0.08 and not Mk land at Rm 0.29 ?
Anyway....u are not welcome in MK loh....!
I tot Leno is No.1, Raider No.2. Now Raider says Leno no welcome in Miow Kucing Land? I am confused.  |
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« Reply #120 on: September 20, 2011, 01:15:53 PM » |
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Correct there is no thing can hold forever loh....!
But there...is thing u so favor....that u willing to hold long long....and veri veri reluctant to part loh....! Just like kukuchiao mah...!
That is long term investment loh....!
You see if some1 offer me RM1 for my kukuchiao, of course i hold long long ma but if someone offer me USD100 billion for my kukuchiao, this one can consider a bit lo but if some1 offer me USD1000billion for my kukuchiao, immediately dont hesitate and grab lo ................WAKAKAKAKAKAKAKAKAKAKA |
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iiinvestsmart
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« Reply #121 on: September 20, 2011, 01:17:30 PM » |
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I tot Leno is No.1, Raider No.2. Now Raider says Leno no welcome in Miow Kucing Land? I am confused. The odd couple .. having their temporary petty spite. |
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"Yep... we lose lots of money, but dont worry... we will get it back from all these newcomers. " July 14th 2008
“I may be a fool to buy this stock at this price; but I’ll find a greater fool to take it off my hands for more than I paid for it!”
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iiinvestsmart
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« Reply #122 on: September 20, 2011, 01:18:42 PM » |
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"Yep... we lose lots of money, but dont worry... we will get it back from all these newcomers. " July 14th 2008
“I may be a fool to buy this stock at this price; but I’ll find a greater fool to take it off my hands for more than I paid for it!”
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happy2011
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« Reply #123 on: September 20, 2011, 01:19:21 PM » |
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anyone one can analize for me on the intrinsic value for POS?
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GenY
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« Reply #124 on: September 20, 2011, 01:20:09 PM » |
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You see if some1 offer me RM1 for my kukuchiao, of course i hold long long ma but if someone offer me USD100 billion for my kukuchiao, this one can consider a bit lo but if some1 offer me USD1000billion for my kukuchiao, immediately dont hesitate and grab lo ................WAKAKAKAKAKAKAKAKAKAKA thought u were always serious...must be the market that have changed u... |
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"Be formless... shapeless, like water. If you put water into a cup, it
becomes the cup. You put water into a bottle; it becomes the bottle. You
put it into a teapot; it becomes the teapot. Water can flow, or it can crash.
Be water, my friend ...’’
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Malaysia's Biggest Investment Forum
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« Reply #124 on: September 20, 2011, 01:20:09 PM » |
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stockraider
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« Reply #125 on: September 20, 2011, 02:14:44 PM » |
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You see if some1 offer me RM1 for my kukuchiao, of course i hold long long ma but if someone offer me USD100 billion for my kukuchiao, this one can consider a bit lo but if some1 offer me USD1000billion for my kukuchiao, immediately dont hesitate and grab lo ................WAKAKAKAKAKAKAKAKAKAKA U know your kukuchiao not worth USD 100 billion mah....! No one....will offer this sum....so u gonna hold your kukuchiao for pretty long long time loh....! Long term investment loh....! |
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SEA PEN
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« Reply #126 on: September 20, 2011, 02:41:26 PM » |
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U know your kukuchiao not worth USD 100 billion mah....!
No one....will offer this sum....so u gonna hold your kukuchiao for pretty long long time loh....!
Long term investment loh....!
all this kukuchiao post .. show how childish u all are .. with all this childish behaviour ... nobody should trust these people. MAU KAM LANG Chiao ... BOOOO CHOOWWWW CCCCCCCCCC AAAAAAAAAAAARRR !!  Kukuchiao is for kid ... LAN Chiao ... is for MAN |
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GenY
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« Reply #127 on: September 20, 2011, 02:45:12 PM » |
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You see if some1 offer me RM1 for my kukuchiao, of course i hold long long ma but if someone offer me USD100 billion for my kukuchiao, this one can consider a bit lo but if some1 offer me USD1000billion for my kukuchiao, immediately dont hesitate and grab lo ................WAKAKAKAKAKAKAKAKAKAKA ss,..kukuchiao is precious...should not be sold at any price.... |
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"Be formless... shapeless, like water. If you put water into a cup, it
becomes the cup. You put water into a bottle; it becomes the bottle. You
put it into a teapot; it becomes the teapot. Water can flow, or it can crash.
Be water, my friend ...’’
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stockraider
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« Reply #128 on: September 20, 2011, 02:45:51 PM » |
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all this kukuchiao post .. show how childish u all are .. with all this childish behaviour ... nobody should trust these people. MAU KAM LANG Chiao ... BOOOO CHOOWWWW CCCCCCCCCC AAAAAAAAAAAARRR !! Kukuchiao is for kid ... LAN Chiao ... is for MAN Correct loh...! Kukuchiao for simplesoul bcos he is only a kid mah....! MK stock....for the professional expert like raider mah......not for kid loh....! Bcos veri complicated loh....! Not easi loh....! Pls do not........follow or listen to ..........no lanchiao man leno loh........! |
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stockraider
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« Reply #129 on: September 20, 2011, 11:05:31 PM » |
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The reason why investment in Nestle at Rm 49.70...........is complicated bcos it is overvalue mah.............with PE 28X.....NTA Rm 2.60.
The only solace is dividend yield of 3% p.a. close to fixed deposits rate loh........!
By comparison u can much undervalue stock like ptras loh..........Why would some value investor why value investor wants to invest in nestle at Rm 49.70 leh ? When u get much better value like Ptaras woh........!
Lets compare
Ptaras Nestle
Share price 2.41 49.70
PE 6X 28x
NTA 2.75 2.60
Dividend yield 7.8% p.a. 3.00% p.a.
Growth 50% 15%
Certainly Ptras is superior in all aspect except that Nestle is in consumer staple................................. .still too much to overpay loh..........!
Raider always say....u can't go veri much wrong....by buying cheap with good margin of safety loh....! |
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where's my water ?
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« Reply #130 on: September 20, 2011, 11:08:42 PM » |
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Raider always say....u can't go veri much wrong....by buying cheap with good margin of safety loh....!
like esso ... buy 5.30, sell 3.50 like oldtown ... buy 1.30, wait to sell at 3.10 !!! Very high margin of safety. |
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Market is like aiskrim, suck it when it is cool ...
aiskrim seller of nasi lemak II
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SEA PEN
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« Reply #131 on: September 20, 2011, 11:10:09 PM » |
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also like Mau Kam Lan buy 30 sen sell 28 sen DO NOT FOLLOW RAIDER CONMAN COUNTER MAU KAM LAN !! |
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where's my water ?
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« Reply #132 on: September 20, 2011, 11:10:49 PM » |
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also like Mau Kam Lan buy 30 sen sell 28 sen DO NOT FOLLOW RAIDER CONMAN COUNTER MAU KAM LAN !! i like u ... |
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Market is like aiskrim, suck it when it is cool ...
aiskrim seller of nasi lemak II
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stockraider
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« Reply #133 on: September 20, 2011, 11:18:44 PM » |
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nicehuang
Junior Member
Offline
Posts: 3
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« Reply #134 on: September 27, 2011, 05:00:06 AM » |
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Background of Chanel shoes Chanel in Portugal, most of Chanel's traditional cash-color Chanel shoes footwear production. CocoChanel woman said: "The long, because the four sets of shoe-related, I will journey around the world, 31-inch path to KangPeng Chanel in 1954 in the second spring, the actual style of Chanel's 1957 release with the new women's brand. conventional character shoes - dark footwear, along with the cream of the footwear and directional tape - pairs of shoes women shoes actually come back CocoChanel fashion, said: "The very important part of a great shoe may be related to a woman with fashion personality.
Properties: beige with dark shoes and footwear that is also associated with the footwear 2, the traditional sun and rain associated Chanel two-tone shoes. Real dark footwear square meters. Style, help make feet appear quite good, practical footwear footwear collection along with the cream-colored building, helping to collect the actual increase in leg calf seems slim. Caution tape and compact, two-tone shoes look better collect, including small taste of the leg. Internal details of an ideal, in fact, through the entire body, and covered heel shoes and footwear, also with detailed hand-adhesion of the arc, providing ideal conditions, is actually within, the real "MS Chanel almost all beauty and outdoor as "best.
For more information plase visit index.php?main_page=index&cPath=131 understand any questions, please let me know, join us with: nicelv@gmail.com some effect!
amazingshoes net
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