Shaun Teh's comment on CAREPLS. All Comments

Shaun Teh
13 Like · Reply
The total PAT is RM37353, 000 for Carepls. We deduct out the one-off profit RM15, 400, 000, the profit in glove manufacture is RM21, 953, 000.

EPS of the Carepls for this quarter is RM21, 953, 000/540, 359, 669 shares= 4.06 Sen per shares.

So let say next 3 quarter also get the same EPS. So total EPS for four quarter will be 16.24 Sen.

EPS x PE= Price

16.24 x 20= RM3.25
16.24 x 30= RM4.87
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NL Koh
Thank You for details calculation...
will not dispose my balance 1/3 share in hurry liao.. regretted disposed 2/3 share yesterday... cry no tears...sob...
Like · 4 years · translate
Vincent Seng Chung Liang
thx for the spoon feed xD
1 Like · 4 years · translate
Vincent Seng Chung Liang
same here, but down worry, the balance 1/3 will give u back the same amount as ur 2/3, or more, lol
Like · 4 years · translate
Rosalind Teh
Shaun, thanks. I learn something today
Like · 4 years · translate
NL Koh
haha..Vincent, u also holding K+ arr ... bursa 9 glove counters u almost holding all liao.. geng..thumb up.. sweet dream all~~
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Chua Yenhan
hi Shaun Teh ,may I know where u got Pat 37m?and the profit not 36m ?but u just count 15m only.please advise.thanks
1 Like · 4 years · translate
Bak Bak
If assume asp price, total increment 20% for per quarter

Estimated price will be :

Eps x pe = price
Q3 (16.24 x 20%) x 20 = rm 3.89

Q4 (19.488 x 20%) x 20 = rm 4.67
Q4(19.488 x 20%) x 40 = rm 9.35
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Like · 4 years · translate
Vincent Seng Chung Liang
haha koh im only in carepls/hlt/comfort/super/harta, not all counters la. i was already in carepls since end march.
Like · 4 years · translate
NL Koh
Vincent... haha... geng..thumb up.. i came to know care+ mid Apr, as well as hlt, comfort.. very lucky can be small shareholder of these counters (oppsss... hlt-wa let go liao, will catch back if got chance again)..
at this moment, rubberex, adventa, kossan, hlt still no chance become their shareholder yet..
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Like · 4 years · translate
J Lee
Judging by ur calculation and apply on topglov next qr, let say their profit 1bil (which suppose everyone expected it to be at least 1bil)

EPS shud be around 1.6bil (1b + last 3 quarter profit)/ 2,697,000,000 shares = 59

let say next 3 quarter oso same EPS then total EPS for 4 quarter would be 236.

EPS x PE (since they are the 龙头 I think market would give them PE 40-50)
236 x 30 = RM70.8
236 x 40 = RM94.4
236 x 50 = RM118
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1 Like · 4 years · translate
Vincent Seng Chung Liang
haha hlt must buy back!!!
Like · 4 years · translate
NL Koh
haha...yes, waiting for price retraction opportunity..
1 Like · 4 years · translate
rustom chothia
@Boo Kun ... as per your estimation, next four qtrs profit should be 4 bil, and not 6.4 bil .. then EPS will be around 150, and not 236 ... just my 2 cents ... sorrrrry
1 Like · 4 years · translate
J Lee
@rustom chothia ... 1.6b is the total of next qr + previous 3 qr (which I'm only counting the actual EPS they are having when next qr is out)

ie, 1.6b/ 2,697,000,000= 59 (EPS)
If I were to use forward profit the numbers should be 4b/ 2,697,000,000= 148 (EPS)

take note that the EPS above is yet to x4

if follow the formula completely, the numbers are terrifyingly high to be told (*cough pe30=RM177) therefore I'm using 1.6bil instead of 4bil in the counting to *nerf* the numbers by a margin.
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1 Like · 4 years · translate
Csh Liow
Monday drive rocket to 30th floor lor,next qtr bonus issue lor
1 Like · 4 years · translate
Adam Ray Kee
50 PE quite unrealistic la
1 Like · 4 years · translate
J Lee
@Adam Ray Kee ... on a second thought 50 indeed is too high, lets jus take pe 30 enough, my bad ahahaha
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