TicTac _Toe

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Value investor practicing based on the teachings of Warren Buffet & Charlie Munger.
Joined Oct 2021

Comments

TicTac _Toe replied to comment on TGUAN.
@Simon 赞同。
6 days · translate
TicTac _Toe replied to comment on TGUAN.
But I feel so baffled for a net cash company, NTA 2.38, no significant drop in earnings, pays dividend every year, almost always positive in operating cash flow- resorts to 4 consecutive years of share price drop lol
6 days · translate
TicTac _Toe replied to comment on TGUAN.
Some of our feet are already wet, too late to pull out now. If you invest few thousands ok la haha..Time will tell if the management has the finesse to push through the bottleneck. Maybe they see something we don’t. Let time tell.
6 days · translate
TicTac _Toe replied to comment on TGUAN.
Read what you want into it, they say wear the shoe if it fits. I just find it funny some people treat the stock market as gambling, screaming go go go run run run…there’s literally 0 thoughts given to the business side of things, which happens to be the fundamental of stock investing.
1 week · translate
TicTac _Toe commented on TGUAN.
Must’ve triggered some people’s stop losses. Such is the behavior of typical retailers, jumped in at 1.5 thinking it was already low, cut loss and it immediately rebounds haha…don’t wanna mention name but this one guy here really acting dumb like he’s gambling on horse race haha
1 week · translate
TicTac _Toe replied to comment on DIALOG.
原油价低时，上游供应家还是需要地方储存原油的，所以原油储存价格反而会增加。 如果你是以股票市场”买气”做出发点，那我没话可言，因为我只看生意。
2 weeks · translate
TicTac _Toe replied to comment on DIALOG.
Dialog的盈利是和油价没有直接关系的。他们主要业务来自中游，可以参考回他们在2020年油价负数时他们的盈利还是稳定甚至更好的。懂得都懂。
2 weeks · translate
TicTac _Toe replied to comment on TGUAN.
I’ll throw the ball from another angle. The way I see it, tguan is disposing a business they’ve been trying to bring up for many years but to no avail.

They say it’s not only about the management capability, the industry one is in literally determines the fate of the company. In this context, tguan probably realized being in property development can yield better earnings than an f&b business. Hence they are now pivoting into property sector, following the path of scientex.

For good and for bad, I think this move will allow tguan to lay its foundation to achieve its 2b revenue goal by 2027.
3 weeks · translate
TicTac _Toe replied to comment on TGUAN.
@JHz 他们没必要以高价买回，这跟左口袋进右口袋没分别。有派到特别股息给投资者算是这样了，毕竟公司是他们经营的，我们也就搭个顺风车而已。虽然，我也不赞成他们卖掉赚钱的业务，尽管它的贡献不大。如果有谁不满意可以把手上的票让出来的，不必勉强自己持有跟自己想法不同的股票。
3 weeks · translate
TicTac _Toe commented on TGUAN.
Let me explain what might be the reason TGIB decided to dispose (privatize) STGT.

I think this is because currently the F&B business value is locked when is merged with the plastic business, commanding a PE of mere 7, when other F&B business can easily fetch a PE of 15-25.

Instead of letting the F&B business value locked in the plastic business (TGIB), might as well unlock its value by disposing (privatize) it and distributing special dividend for shareholders, this is good for both retail investors and the board of directors of TGIB.
3 weeks · translate
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