Author Topic: PSE Stock: ABS-CBN (ABS) (Read 4172 times)

rds · « **Reply #15 on:** Sep 06, 2012, 03:46 PM »

@miko, bakit EPSx20. di kaya masyadong mataas yung factor na 20.

if EPS for dec. 2012 = 1.68.
considering election at 2013, say EPS at 2013 = 3.36 (twice of 2012 - assumption only/but should be based at 2010 election earnings).
Price = 3.36 x 13 = P44/share.

buy when it's less than 30, sell at around 45 on 2013...

prnd32 · « **Reply #16 on:** Sep 06, 2012, 04:19 PM »

^ with these favorable analyses, it's definitely a BUY!

mikoangelo · « **Reply #17 on:** Sep 06, 2012, 04:25 PM »

Quote from: rds on Sep 06, 2012, 03:46 PM

@miko, bakit EPSx20. di kaya masyadong mataas yung factor na 20.

kinumpara ko lang po sa current 28PE ng gma7...

ito pa po...

2008 earnings= 1.803

2009 earning = 2.225

2010 earning (election time )=4.211

http://www.pse.com.ph/resource/corpt/2011/ABS_17A_Dec2010.pdf

bauer · « **Reply #18 on:** Sep 06, 2012, 09:18 PM »

@mikoangelo,

remember Bloomberg and BPI's EPS projected 2012. ibig sabihin, tantiya nila. karaniwan palya.

ang actual sa first half na EPS from 2+ last 2011 eh ngayon naging 1.22+ lang kaya nga bumagsak ito ng less than 30.

ako kasi pagbibili ng stock yung actual EPS ang basis ko plus margin of safety.

tama si RDS, generally speaking, sobrang taas ng 20 to 25 valuation.

ang GMA kaya siguro 28 dahil sa RUMOR na buyout. kung walang rumor, i doubt kung mataas rin ang valuation.

Post Merge: Sep 06, 2012, 09:19 PM

isa pa ang baba ng volume traded this past few days kaya madaling 'manipulate'. ang sumakay ingat lang po.

mokongboy · « **Reply #19 on:** Sep 07, 2012, 01:39 AM »

Hi rds and bauer,

I think the PE of 20, is more of a "derived multiple" for ease and speed of computation (short-cut method). It is similar to: "What would be the price of a stock if its earnings would double while maintaining a PE of 10?". The PE of 25 is more of an upper/optimistic sensitivity.

daphne · « **Reply #20 on:** Sep 21, 2012, 02:23 PM »

whats the top price of ABS now? pataas kasi sya now... maybe bcoz of "the mistress" or nalalapit na ang window dressing?

bauer · « **Reply #21 on:** Sep 21, 2012, 03:21 PM »

Kung Hindi nakinig SA akin si mikoangelo at bumili Siya when abs was 25-27, Kumita Siya in a short run. Di talaga pwede long term investors SA Mga tanong ng short trades.

pocoyo · « **Reply #22 on:** Sep 21, 2012, 04:03 PM »

^s' bauer i bet di sya nakinig kc naglulumundag na un sa gain nya sa abs/absp

alacrity · « **Reply #23 on:** Sep 21, 2012, 06:53 PM »

Quote from: bauer on Sep 21, 2012, 03:21 PM

Kung Hindi nakinig SA akin si mikoangelo at bumili Siya when abs was 25-27, Kumita Siya in a short run. Di talaga pwede long term investors SA Mga tanong ng short trades.

I agree with you bauer. 100%.

Sa short-run talaga nakakapagtaka ang stocks, di ma-spelling, mahirap sabihin kung ano nagpapataas ng stock sa short-run, may mga stock na 'sexy' para sa ibang tao, in the end sa short-run, beauty is in the eye of the beholder.

I guess yun ang maganda sa stock market, siguro kung naging predictable 'to marami nang naghanap ng ibang pagkakaabalahan. My 2 cents worth observation lang, just saying:D

mikoangelo · « **Reply #24 on:** Sep 22, 2012, 11:14 AM »

Quote from: bauer on Sep 21, 2012, 03:21 PM

Kung Hindi nakinig SA akin si mikoangelo at bumili Siya when abs was 25-27, Kumita Siya in a short run. Di talaga pwede long term investors SA Mga tanong ng short trades.

Matigas ulo ko e,di ako nakikinig sa mas nakakatanda sakin...

Is holding a stock for 9 months considered as short term parin sa inyo??

Ping · « **Reply #25 on:** Sep 22, 2012, 11:36 AM »

Maybe let's wait for a correction.

Anong level kaya maganda pumasok uli dito sa ABS?

alacrity · « **Reply #26 on:** Sep 22, 2012, 12:25 PM »

Quote from: mikoangelo on Sep 22, 2012, 11:14 AM

Is holding a stock for 9 months considered as short term parin sa inyo??

Para sakin yes.

May tanong ako sir miko, out of curiosity lang, ilang percent po ang turnover rate ng port mo?

mikoangelo · « **Reply #27 on:** Sep 23, 2012, 10:22 PM »

^

wat do you mean?

Right now I only have 4 stocks on my port...3 stocks longterm (sort of) , and 1 for trading lang,pampabuhay ng dugo...yung short term ko (20%) usually within a week nabebenta ko n sya...Surprisingly,nung nag start akong mag hold ng matagalan,mas malki ang gain ko...

alacrity · « **Reply #28 on:** Sep 24, 2012, 05:39 AM »

For example, kung bumili ka ng 5 stocks on January, and then by December ang naibenta mo e isa, ang turnover rate mo ay 20%. Pag wala ka naman naibenta, 0% ang turnover.

bauer · « **Reply #29 on:** Sep 24, 2012, 02:30 PM »

Quote from: mikoangelo on Sep 22, 2012, 11:14 AM

Matigas ulo ko e,di ako nakikinig sa mas nakakatanda sakin...

Is holding a stock for 9 months considered as short term parin sa inyo??

oo naman short run para sa akin, 1 day to 730 days.

medium term naman up to 5 years

long term naman 5 upward. so far MWC lang ang long term ko.

ganyan talaga ang fundamentalist, mahaba ang short term.

Post Merge: Sep 24, 2012, 02:32 PM

btw miko, di pa ko MATANDA.