Post Reply
421-440 of 573
humans subscribe to herd mentality....usually
wehuattogether88 ( Date: 28-Jun-2023 13:18) Posted:
|
Just give a pinch of salt for whatever that they say.
Just take as a reference because those houses will have a hidden agenda behind.
Just take as a reference because those houses will have a hidden agenda behind.
FrancisLim ( Date: 28-Jun-2023 12:48) Posted:
|
465?
piscesmonkey ( Date: 28-Jun-2023 12:28) Posted:
|
follow the market, will not fight the analyst. When they called, the institutional investors may also follow... right or wrong.
DYODD
DYODD
Majority of the sellers are panick sellers selling to cut losses.
piscesmonkey ( Date: 28-Jun-2023 12:28) Posted:
|
Can see that many shortist short at 465. Later bb coming back push up since tech rally just start.
bingo....TP reaching
FrancisLim ( Date: 28-Jun-2023 10:43) Posted:
|
When broker house say sell then better buy. When say buy better sell. 😆
i dont think so, Cedric. there is professional code of cimb has to adhere.
dont forget, there is disclaimer in the report.
dont forget, there is disclaimer in the report.
cedricyang ( Date: 28-Jun-2023 10:02) Posted:
|
yah..he can work as a fortune teller if he' s out of work...
FrancisLim ( Date: 28-Jun-2023 10:43) Posted:
|
When everyone downgraded AEM even to $2. This CIMB analyst recommended add with TP 3.86. The share hits the target price.
He is knowledgeable in the tech sector.
Have to give him credit.
As for China economic figures, they are so far below expectations.
He is knowledgeable in the tech sector.
Have to give him credit.
As for China economic figures, they are so far below expectations.
This is a windfall for shortists, taking advantage of this report.
SGX shortists, low ball takeover artists, highly overpaid CEOs ....
This is why a professional investor friend told me he does not invest
in SGX market because there is not much good going on here.
Sian.
SGX shortists, low ball takeover artists, highly overpaid CEOs ....
This is why a professional investor friend told me he does not invest
in SGX market because there is not much good going on here.
Sian.
I believe by now most investors would have seen the " credible" CIMB report. I am here to calm long term investors by offering 5 counter points to the CFA certified analyst.
&zwnj 1) In the report, he mentioned China PMI is below 50 from Jan - May 2023. This is false. It was only below 50 (contractionary) in April and May. Did he get the figures from onion news?
&zwnj 2) In the report he mentioned that the 3 CODs of hydroplants are fully priced in, while giving a forward p/e 9. This clearly shows that he did not do his investigations properly. The p/e of indonesian hydro listco is in 25-35 range. Even discounting that, how could a p/e 9 be used for a recurring and defensive income from hydro? Proper calculations is required to separate earnings from hydro and earnings from core business, whilst giving each income their respective earnings. To me, that' s lazy analytics from CIMB.
&zwnj 3) In the report he mentioned that he expected chinese pmi to worsen while cutting earnings in FY 23 - FY 25 by more than 40%. That would mean china will stop manufacturing for half the world in the next 3 years. Clearly that shows incompetency in understanding China. IMF raised chinese GDP from 4.4% to 5.2%, while World Bank raised chinese GDP from 4.3% to 5.6%.
&zwnj 4) Bloomberg statistics showed that if retail investors followed his calls exactly, they will receive a negative return of 40% in 2022. This is estimated as such: When he calls for add, and you add, you will lose money because share price went down. When he calls for hold, and you hold, you will lose money because share price went down. Now he calls for reduce, you know what to do to earn money? =)
&zwnj 5) The analyst from CIMB has been covering the company for a long time. I am surprised by his lack of understanding of the company' s operations & business. It is evident in his analysis that he places no thoughts on doing proper financial modelling, simply putting figures in his outdated excel file, and having no idea how to value different income streams. I wonder where he gets his CFA.
&zwnj Of course, the world is now in recession, and though China is not in a recession but projected GROWTH of 5% instead, it will be inevitable that external demand will be affected. Couple this together with semicon downturn, we have a gathering storm. However investors should look beyond cyclical industry and take comfort that the boss has the foresight to create another alpha growth engine in recessionary proof business - hydroplants. ISDN is an official sponsor and developer of hydroplants in indonesia, that itself creates a deep business moat. Once the world emerges from this recession, we will witness the phoenix rise again. But meanwhile, do understand that analysts (as all humans) will have self interests when publishing certain reports. He may counting the gains from his shorts. Who knows?
&zwnj PS: Now you know why analyst is spelt as anal-yst. Don' t believe everything they report. You may get a handful of his excrements. =)
&zwnj 1) In the report, he mentioned China PMI is below 50 from Jan - May 2023. This is false. It was only below 50 (contractionary) in April and May. Did he get the figures from onion news?
&zwnj 2) In the report he mentioned that the 3 CODs of hydroplants are fully priced in, while giving a forward p/e 9. This clearly shows that he did not do his investigations properly. The p/e of indonesian hydro listco is in 25-35 range. Even discounting that, how could a p/e 9 be used for a recurring and defensive income from hydro? Proper calculations is required to separate earnings from hydro and earnings from core business, whilst giving each income their respective earnings. To me, that' s lazy analytics from CIMB.
&zwnj 3) In the report he mentioned that he expected chinese pmi to worsen while cutting earnings in FY 23 - FY 25 by more than 40%. That would mean china will stop manufacturing for half the world in the next 3 years. Clearly that shows incompetency in understanding China. IMF raised chinese GDP from 4.4% to 5.2%, while World Bank raised chinese GDP from 4.3% to 5.6%.
&zwnj 4) Bloomberg statistics showed that if retail investors followed his calls exactly, they will receive a negative return of 40% in 2022. This is estimated as such: When he calls for add, and you add, you will lose money because share price went down. When he calls for hold, and you hold, you will lose money because share price went down. Now he calls for reduce, you know what to do to earn money? =)
&zwnj 5) The analyst from CIMB has been covering the company for a long time. I am surprised by his lack of understanding of the company' s operations & business. It is evident in his analysis that he places no thoughts on doing proper financial modelling, simply putting figures in his outdated excel file, and having no idea how to value different income streams. I wonder where he gets his CFA.
&zwnj Of course, the world is now in recession, and though China is not in a recession but projected GROWTH of 5% instead, it will be inevitable that external demand will be affected. Couple this together with semicon downturn, we have a gathering storm. However investors should look beyond cyclical industry and take comfort that the boss has the foresight to create another alpha growth engine in recessionary proof business - hydroplants. ISDN is an official sponsor and developer of hydroplants in indonesia, that itself creates a deep business moat. Once the world emerges from this recession, we will witness the phoenix rise again. But meanwhile, do understand that analysts (as all humans) will have self interests when publishing certain reports. He may counting the gains from his shorts. Who knows?
&zwnj PS: Now you know why analyst is spelt as anal-yst. Don' t believe everything they report. You may get a handful of his excrements. =)
Many broking firms are the same. When they want to buy, they will write negative reports on that stocks to scare the retailers to panick selling
ahberngh ( Date: 28-Jun-2023 09:49) Posted:
|
My observation is that CIMB changes its position often.
I never listen to them.
Just my opinion, please dyodd.
I never listen to them.
Just my opinion, please dyodd.
You are correct. If retailers panick sell they will be the one benefitted from panickers
wehuattogether88 ( Date: 28-Jun-2023 09:33) Posted:
|
Yes, that is right.
When they say sell or revise TP down, you start buying because they will buy much much more using this tactic.
When they say sell or revise TP down, you start buying because they will buy much much more using this tactic.
tccroy ( Date: 28-Jun-2023 09:31) Posted:
|
This is just a knee jerk reaction. The prices will recover. I just loaded at 46 cents 20 minutes ago
bishan22 ( Date: 28-Jun-2023 09:10) Posted:
|
Just shorted for easy money, up very limited down unlimited
They pump up the water, then suckers follow....like water flow out.
Hmm...
Hmm...