^V^ Popularity (Theme) n Volume ^V^

^V^

Annoy asked me why i dont put all my bullets on Metro Kajang since i am so damn sure its coming QE difinitely a flying one ?? d reasons r :- Tak lain Tak bukan "popularity n volume " adalah punca pemilihan ku ^V^

There r a few good FA stocks which r super under value but their price hardly move at all despite d 400 points up by KLSE from 900 to 1,350 :-

Ekson

Bkoon

Metro Kajang

Tafi (second board)

Ajiya

They hv 2 things in common "lack of Popularity n volume "!

If u compare their Balance sheet, gearing, cash flow, nta n management with stocks like Ranhill , Suria , Swee Joo , Sapcrest , kencana, Tebrau , Mrcb..... u will know why i said " popularity n volume "must take into consideration for share pick.

If u look at their past earning records n management of MRCB, Tebrau, Sapcrest..it is really smell like shit but then why their shares still keep moving up like nobody biz ? besides d granted projects , d main reason is "Popularity or what they called it Theme play " !

Perhaps some of u already know why i bought Ranhill @1.15 n suria @ 1.05 not so long ago, I knew their management n past earning records r way below stock like Metro kajang n ekson, but if u compare their PE n volume traded at that time, they r telling u " I am coming..i am coming $$$$$" if theme n political darling stocks like MRCB, tebrau n UEMworld with PE > 25 still able fly high , what is so expensive of buying Suria n Ranhill with PE stood around 10+- ???

Same apply on Oilcorp @ 1.31 ( My cost ), Oil n Gas is d most hot cooking theme in KLSE , Most of d O N G stocks's PE r high above 20 some even touching PE of 35 !! what is so expensive of buying oilcorp @ 1.31 with PE only stood around 12+- ? further more, its volume is there + it is one of d political link stock also.

D next one is waving her hand telling u " I am coming ..i am coming $$$$$" is KFIMA ^V^ look at its volume n support, is she not a political darling stock also ? check its PE n mother's balance sheet ( Debt free !!)

Come back to Ornasteel, though it is not a political link stock but it has a theme play ( steel theme ) look at kinsteel n Hiaptek ^V^ if u can catch ornasteel @ 1.30+-, let me calculate for u how cheap u r buying..

Assuming, d flying color earning source given is fate one, take its latest EPS of 6 cts , as u know we r facing shortage of steel supply in d market, for onasteel to sustain its EPS of 6 cts for every qtrs is definitely not a problem ! hence :-

NTA for Onastel = 1.75

EPS :- 6 x 4 Qtrs = 24cts

if u can catch Onasteel at 1.30

PE = 1.30/0.24 = 5.4 !!

If d given source turn out to be truth !!

EPS > 0.35 for year 07 is highly achievable , wow ha ha let calculate its PE again $$$$$$

1.30/ 0.35 = oh my god is near to 3 $$$$$$$

Kinstel PE is currently stood at 9+ with NTA fo 3.96

Hiaptek PE is around 7 + with NTA of 1.23

See germ ?

Masteel is another one as good as Onasteel, d only short fall of masteel was " Quek family is selling in bulk n someone is playing behind this counter "

aiyahhhh, seems like i am so hard sell on Onasteel..ha ha may be someone pay me to trap u ppl for buying onastel at current price so that they can throw to u...ha ha, nothing is impossible ^V^

Use yr own judgement n decide yrself ^V^