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josephyeo Member	10-Apr-2013 10:11        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Thanks Shareflux for your views. For this type of stock u need patience, faith n believe. Fyi info, i had quite a number of pleasant experience in this class of stocks. I was in Juken when it was traded around 4.5cts, in ISDN when it was 11.2 cts, in Foreland at 3.3 cts, in SMB at 22.5 cts, Swing Media at 8.7 cts, Kian Ann at 21cts. and a few more. At the point of entry almost all the stocks were very thinly traded. There were days when buyer looks at sellers and vice versa and nothing get traded. It was waiting, waiting, waiting n finally the day came .. Kian Ann, SMB, Juken were taken private or taken over Foreland shot up to 5 cts plus and Swing Media went all the way to 18.2 cts.   In all these counters the trends were more all less the same but in varying degree .. management was bullish, bottomline was improving, a fair dividend declared, balance sheet was good (except for 1), and trading below nav. If patience n faith were not there, one will never take up these type of counters and of course will have missed the profits too.   Just sharing and hope all will benefit from the different views expressed. To me this is the strategy i adopt and it has served me well. Used to do some punting and realised i was not good at it but the current way of investing seem to serve me better. All the best to all who are here!!!
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shareflux Member	10-Apr-2013 07:58        shareflux About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Joseph Buying illiquid stöck needs a lot more faith and homework than say your blue chips. For once there is no house call to fall back on and you only rely on the performance of the company you invested in to back you up. I think the advice given by forum need here are valid but let Mr Market be the judge. Thanks for the info and you have pipped my interest. Will definitely look into this counter. josephyeo      ( Date: 08-Apr-2013 01:52) Posted:     the keypoints i wish to make are : 1. the top line n bottom have been improving in the last 3 years.       so it seems that something must be right about what they are doing. 2. the latest dividend declared is 0.8 cts which is the same as the year       before that. Assuming that the company will declare a dividend of       0.8 cts for the current financial year, the total dividend received by       next year would be 1.6 cts. And if the traded price stay at 8.5 cts       the total yield would therefore be around 20% for 15 months. 3. management sounds positive n with improving conditions in China n south     east asia .. i am assuming that the company bottomline would improve further.   Quote from the company's chairman :     Into the new financial year, we expect to see more stability in the US economy and improving sentiments in China and South     East Asia. This landscape will benefit our business in North and South East Asia.     In China, we foresee growth to come largely from domestic demand. Furthermore, with energy becoming a key issue in     the country, demand for energy-saving and renewable-energy products is poised to escalate. Our teams in China and Hong     Kong are stepping up their efforts to expand their product offerings in these areas.     In South East Asia, business growth will largely be driven by government infrastructure investments. We anticipate the     implementation of an increasing number of these projects. Our South East Asian team, in addition to pursuing infrastructure     projects, is also focusing on automotive and energy meter opportunities in various countries.     The R& D division will use their flagship product – BreathOptics - as a launch pad to establish themselves in the infant care     market. Corresponding to this strategy, they will be expanding their offerings in this segment.     At the organisational level, in addition to our generic business At the organisational level, in addition to our generic business growth,     we will also be looking for strategic partnershipsthrough which we can enhance the value of Excelpoint. 4. just to share w you my feelings .. never buy a stock u are uncomfortable with, if u are uncomfortable w the company and       doubt whether the management can produce or not, it is best that u do not buy because u will not have peace of mind n may     end up spoiling your life. Buy what u are sure n comfortable with n be able to sleep w it.     Best regards n all the best to all!!!
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josephyeo Member	10-Apr-2013 03:15        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	sorry Kelvin, i am sure about this one w 3 years of improving bottom n top line. i am only concern about those who don't understand this counter n want to come in n make a quick buck, they will be disappointed because this is not a hot stock and is thinly traded. It will move only when it show further improvement in it's top n bottom line. So alot of patience n waiting time is required. In the meantime, just sit n collect dividends. Fyi i am personally very bullish about this counter n is heavily vested. I am sharing my view that for those who do not look long term this counter is not for them. It's best they avoid it unless they believe that the company can do better and are prepare to wait. I am not a punter .. more on fundamental n long hold.   On Foreland, my recommended entry was 3.3 cts n on certain storyline. I did another posting later to inform those who follow my posting that the storyline has changed therefore my views on the company has changed and i had sold out at around 5 cts per share. Those who had followed at the 3.2 to 3.3 cts would have make alot of profits. Having said that, Foreland is still in my watch list n should the price reach a certain point i may again take a big position. anyway thanks, Kelvin, for your good intention. i do appreciate your views.
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kelvinLim123 Master	10-Apr-2013 02:23        kelvinLim123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since you are not so sure why insist on this counter, We have so many , and lot of choices, Never buy counter that is not liquid, Look you the one who post on forelandf in nextinsight, look what happen to foreland?   hope this chip can soar together wiht this rally.  never buy a stock for div yield, if a stock go down 20% a div of 10% still see u losing 10% , that is not wise. josephyeo      ( Date: 10-Apr-2013 01:52) Posted:   once people realise the value, it will be too late to buy.   value will be realised if company can continue w a few quarters of growth (may, may not happen)
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josephyeo Member	10-Apr-2013 01:52        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	once people realise the value, it will be too late to buy.   value will be realised if company can continue w a few quarters of growth (may, may not happen)
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commando Veteran	09-Apr-2013 10:31        commando About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nobody trade leh....dangerous la in case need money cun sell how??? Not vested
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josephyeo Member	09-Apr-2013 09:19        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	last traded .. 8.7cts
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josephyeo Member	08-Apr-2013 14:41        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	record date for dividend payment : 22 apr 2013 payment date for dividend : 10 May 2013
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josephyeo Member	08-Apr-2013 01:52        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	the keypoints i wish to make are : 1. the top line n bottom have been improving in the last 3 years.       so it seems that something must be right about what they are doing. 2. the latest dividend declared is 0.8 cts which is the same as the year       before that. Assuming that the company will declare a dividend of       0.8 cts for the current financial year, the total dividend received by       next year would be 1.6 cts. And if the traded price stay at 8.5 cts       the total yield would therefore be around 20% for 15 months. 3. management sounds positive n with improving conditions in China n south     east asia .. i am assuming that the company bottomline would improve further.   Quote from the company's chairman :     Into the new financial year, we expect to see more stability in the US economy and improving sentiments in China and South     East Asia. This landscape will benefit our business in North and South East Asia.     In China, we foresee growth to come largely from domestic demand. Furthermore, with energy becoming a key issue in     the country, demand for energy-saving and renewable-energy products is poised to escalate. Our teams in China and Hong     Kong are stepping up their efforts to expand their product offerings in these areas.     In South East Asia, business growth will largely be driven by government infrastructure investments. We anticipate the     implementation of an increasing number of these projects. Our South East Asian team, in addition to pursuing infrastructure     projects, is also focusing on automotive and energy meter opportunities in various countries.     The R& D division will use their flagship product – BreathOptics - as a launch pad to establish themselves in the infant care     market. Corresponding to this strategy, they will be expanding their offerings in this segment.     At the organisational level, in addition to our generic business At the organisational level, in addition to our generic business growth,     we will also be looking for strategic partnershipsthrough which we can enhance the value of Excelpoint. 4. just to share w you my feelings .. never buy a stock u are uncomfortable with, if u are uncomfortable w the company and       doubt whether the management can produce or not, it is best that u do not buy because u will not have peace of mind n may     end up spoiling your life. Buy what u are sure n comfortable with n be able to sleep w it.     Best regards n all the best to all!!!
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ballball Master	07-Apr-2013 21:45        ballball About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is excelpoint a component distributor, juz like serial system or westech elect. or gates engrg?
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cheongsl Master	07-Apr-2013 20:01        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	My personal feeling is this counter might not be suitable for the long terms invester currently. The price have  breakout from  6cts and reaching 10.8cts earily this year. Current 8.5cts is still consider high base on the breakout, just because of 0.8cts dividend, it might not be worth to try the luck. Usually for dividend stock it will drop after the dividend, like last year average 5day  closing price before the dividend is $0.075, but 5day average close price after the dividend $0.0658, thus total drop is 0.92cts, but the dividend is 0.8cts last year. It is subsequently trading between the range of 0.05~0.06. Thus the holder for this counter  for long terms investment need to have the strong heart or just ignore the totally the counter. Otherwise they might get out from the counter after the long wait, and might not even enjoy the dividend yield at all. But for investment totally ignore is risky, it is just like buying big and small in gambling. But stock trading is an art it is not scientific, it is about emotion and manipulation of emotion.  Thus it is highly non-predictable in some sense, but there is still some evidence and trend  that will be able to roughly guage your approach,  thus trade management is essential. The management of this counter seems like doing a good jobs for the last few years, profit margin is improving but too little, but can they further improve the profit margin to gain attractiveness for this counter will be more the decision factor for the counter to become big player or continue to be the penny stock. kelvinLim123      ( Date: 06-Apr-2013 18:20) Posted: Yes, you are good in your homework, i like this , say if the revenue just come short of 8% to 10%, i think they are going to see losses. yes, the profit margin is too low. more then agree. cheongsl      ( Date: 06-Apr-2013 18:12) Posted: 2013 dividend is 0.8cts per shares, if 8.5 cts shares the return annually should be 9.4%, I don't understand why is a 20% return. The dividend yield is consider good, but I did not vest as the profit margin is low, any unforseen event might change the profit to loss. ExcelPoint 31-Dec-09 31-Dec-10 31-Dec-11 31-Dec-12 TOTAL REVENUES (US$m) 356.9 496.4 489.4 584.9 NET INCOME (US$m) -1.8 2.6 4.7 5 Profit Margin -0.50% 0.52% 0.96% 0.85%
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kelvinLim123 Master	06-Apr-2013 18:20        kelvinLim123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, you are good in your homework, i like this , say if the revenue just come short of 8% to 10%, i think they are going to see losses. yes, the profit margin is too low. more then agree. cheongsl      ( Date: 06-Apr-2013 18:12) Posted: 2013 dividend is 0.8cts per shares, if 8.5 cts shares the return annually should be 9.4%, I don't understand why is a 20% return. The dividend yield is consider good, but I did not vest as the profit margin is low, any unforseen event might change the profit to loss. ExcelPoint 31-Dec-09 31-Dec-10 31-Dec-11 31-Dec-12 TOTAL REVENUES (US$m) 356.9 496.4 489.4 584.9 NET INCOME (US$m) -1.8 2.6 4.7 5 Profit Margin -0.50% 0.52% 0.96% 0.85% josephyeo      ( Date: 05-Apr-2013 16:22) Posted: this counter not for trading .. its for long haul n for dividend. if dividend for this financial year same as previous year n assuming its traded at around 8.5 cts per share, the return would be around 20% within a 15 mths period. U annualised it, the return would be 15% per annum.
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kelvinLim123 Master	06-Apr-2013 18:16        kelvinLim123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I hope u do not mind my straight forwardness, i sound snobbish, but i actually bought Hock Lian Seng and 2 other end up stuck there. in the end, i sold and lose a little. I vested for close to 2 years, and they are stagnant . I am sorry, why not list other good and liquid , high div counters. i believe u have some to share with us, thanks kelvinLim123      ( Date: 05-Apr-2013 22:58) Posted: Agree to the dot, why buy and got stuck here for a long time, this is unwise,  If u are after div yield, reit will be a better choice, don't ever buy a thing that no one want to buy from u later, when u want to sell. No matter how good it is, if no one is interested, it is as good as dead. listen to the market, fundamental does matter, but if mkt not interested in this one no matter how good fundamentally it is, then we shd not also. follow the market, don't follow yours. victortan      ( Date: 05-Apr-2013 22:25) Posted: yes, u are right, never buy illiquid stock. Never buy stock for div. buy stock for capital gain. for div .buy reputable reit.
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cheongsl Master	06-Apr-2013 18:12        cheongsl About Contact  Quote this Post!
x 0   x 0  Alert Admin	2013 dividend is 0.8cts per shares, if 8.5 cts shares the return annually should be 9.4%, I don't understand why is a 20% return. The dividend yield is consider good, but I did not vest as the profit margin is low, any unforseen event might change the profit to loss. ExcelPoint 31-Dec-09 31-Dec-10 31-Dec-11 31-Dec-12 TOTAL REVENUES (US$m) 356.9 496.4 489.4 584.9 NET INCOME (US$m) -1.8 2.6 4.7 5 Profit Margin -0.50% 0.52% 0.96% 0.85% josephyeo      ( Date: 05-Apr-2013 16:22) Posted: this counter not for trading .. its for long haul n for dividend. if dividend for this financial year same as previous year n assuming its traded at around 8.5 cts per share, the return would be around 20% within a 15 mths period. U annualised it, the return would be 15% per annum.
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kelvinLim123 Master	05-Apr-2013 22:58        kelvinLim123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree to the dot, why buy and got stuck here for a long time, this is unwise,  If u are after div yield, reit will be a better choice, don't ever buy a thing that no one want to buy from u later, when u want to sell. No matter how good it is, if no one is interested, it is as good as dead. listen to the market, fundamental does matter, but if mkt not interested in this one no matter how good fundamentally it is, then we shd not also. follow the market, don't follow yours. victortan      ( Date: 05-Apr-2013 22:25) Posted: yes, u are right, never buy illiquid stock. Never buy stock for div. buy stock for capital gain. for div .buy reputable reit.  josephyeo      ( Date: 05-Apr-2013 16:22) Posted: this counter not for trading .. its for long haul n for dividend. if dividend for this financial year same as previous year n assuming its traded at around 8.5 cts per share, the return would be around 20% within a 15 mths period. U annualised it, the return would be 15% per annum.
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victortan Master	05-Apr-2013 22:25        victortan About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes, u are right, never buy illiquid stock. Never buy stock for div. buy stock for capital gain. for div .buy reputable reit.  josephyeo      ( Date: 05-Apr-2013 16:22) Posted: this counter not for trading .. its for long haul n for dividend. if dividend for this financial year same as previous year n assuming its traded at around 8.5 cts per share, the return would be around 20% within a 15 mths period. U annualised it, the return would be 15% per annum.
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josephyeo Member	05-Apr-2013 16:22        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	this counter not for trading .. its for long haul n for dividend. if dividend for this financial year same as previous year n assuming its traded at around 8.5 cts per share, the return would be around 20% within a 15 mths period. U annualised it, the return would be 15% per annum.
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commando Veteran	05-Apr-2013 15:37        commando About Contact  Quote this Post!
x 0   x 0  Alert Admin	No vol...buy scare can't sell
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josephyeo Member	05-Apr-2013 14:45        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	trading cum dividend now
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josephyeo Member	05-Apr-2013 13:02        josephyeo About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	another one or two quarter of good reports n the counter will run. that's my experience w illiquid n turnaround stock. but it's a big " ÏF" ... can the profit improve further ?
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