ramsyll

Blog/Website:ramsyll @ tradeSignum
Gender:Male
Investment Knowledge: Good
Intrested in: Fundamental analysis

Prediction

Correct Prediction: 128
Total % Change: 2,054.12 %
Predicted: 198
ramsyll is a member since 03-May-2010.

Badges Earned

121 - 124 of 124 | Page: first.. 9 10 11 12 [13]
Commetted on PPB above $20.00 by 15-Jun-2010
My guesstimate (flour biz taken as status-quo)… Wilmar released their results a couple of days ago, stating a profit of US$401 mil for Q1 (ie. RM1.3 bil) … PPB share ~ RM240mil. Sale of sugar biz + tradewind shares brought in RM850mil profit + other biz say approx RM50mil Q1 - A nice tidy profit sum of approx. +RM1.14bil !!! Q1 NTA would improve to RM12.88 with a net cash position of +RM1.0bil (after payment of dividend) !!! There were news indicating that PPB’s 50% owned associate sold a piece of land (o.65 ha) in Jalan Perak KL for approx RM154 mil (ie. RM2200 per sq ft). Guesstimate of original price is approx RM500 per sq ft (bought prior to 1998). Hence profit ~ RM50 mil towards PPB – probably Q2 !! On an annualized basis… FYE 2010 Profit ~ RM2.06bil [(4Q X RM250+RM50) +RM850 +RM50] EPS ~ RM1.74 NTA ~ RM13.62 @RM20.00, PE~11.5X (assume RM0.85 dividend) DY~4.25%) !!!! cheers..
17-May-2010 4:13 PM
Commetted on PPB above $20.00 by 15-Jun-2010
TA shows bullish sentiments, with its accumulation distribution line & MACD signaling a bullish divergence. Its money flow index also indicates an oversold position signaling a buying opportunity. Prices seems to be hugging the lower half of its narrow Bollinger band showing strong support at this level, with possible price breakout beyond its upper band. Noted substantial shareholders increasing their shareholding since March 2010 : EPF : @ Mar 2010 – 94,063,950 shares (7.93%) @ May 2010 – 99,674,850 shares (8.41%) AGM set for 19/05, Wednesday and share goes ex-div on 20/05. My guess, Q1 result will be released on 21/05.
17-May-2010 4:12 PM
Commetted on PPB above $20.00 by 15-Jun-2010
update...
17-May-2010 4:05 PM
Commetted on D&O above $0.88 by 21-May-2010
im expecting a sterling performance in D&O'a Q1 result arising from increased sales of LED packages & backlight modules in tandem with increased global demand of LED dashboards in the automotive industry and adoption of LED in LCD TV's. Most LCD TV manufacturer's have declared increased sales in their LCD TV's since Q1 this year 2010 and with the additional demands due to forthcoming world cup 2010 in June. D&O should benefit from this demand surge at least until September 2010 and my guesstimate of D&O's Q1 results is as follows : Rev +rm100mil; pbt +rm10mil which on an annualised basis and discount 25% downwards would mean an eps of approx 3.0sen, ie. a 57% improvement from previous fye 31.12.09 eps of 1.91sen. should be able to break rm0.88sen by end of the month. cheers.
12-May-2010 4:03 PM
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