Those looking for value are buying into companies with high solvency, low gearing and revenue growth. Although it’s easy to check whether revenue is still growing for a company, there are several methods of analysing solvency and gearing. The easiest approach would be to use some sort of filter such as those provided by KLSETRACKER, [...]
Archive for the 'Digi' Category
Searching For Value
Published by November 16th, 2008 in Digi, Genting, Investment Notes and Notion. 0 CommentsI have now raised my cash equity ratio up to 65% and bought into the post election panic by snapping up Digi for $21.20 on Monday and then $21.50 yesterday, giving me an average price of $21.35. Today it is already up to $23 as investors wake up and realise that opposition is a good [...]
Using A Trading Screen To Compare Companies
Published by January 12th, 2008 in Digi, Investment Notes, Mega First Corporation Bhd and Tanjong Public Limited Company. 0 CommentsConsidering the financial information of one company on its own does not usually give an investor sufficient information to make an investment decision. This is because we don’t have anything to compare the numbers to. For example, a company with a declining profit margin might be a good investment in a cyclical industry if all [...]
Digi’s results this quarter were good as usual, trouncing what they made last year. As you can see from the company scorecard they score very highly indeed - the only negatives being growing receivables and less than stellar operating efficiency (which are still good by any company standards - just not as good as last [...]
KLSE has just hit another level of resistance - which looks like a healthy retracement right now. This is because we are not seeing down days on increasing volume, which is a classic sign of a selloff. So it looks to me like buyers have just dried up. But looking at the last retracement pattern [...]
Today, I add a new category to my posts, titled Company View to let you know what I think of a particular company. Under these headings I will focus more on the fundamental aspects of the counter.
But unfortunately I am travelling today so I don’t have access to my charts, but here it is anyway:
Genting [...]
Back just in time to see all the charts looking positive. This is characterised by breakouts in various charts on the watchlist. Starting with the earliest:
This one popped earliest and is still on a roll.
Maybulk
This one has popped and is taking a breather but not retraced by much - a good sign and the best [...]