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BullRun Elite	24-May-2016 20:23        BullRun About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.nextinsight.net/index.php/story-archive-mainmenu-60/938-2016/10754-sebastian-chong-best-world-q-m-sino-grandness-now-form-39-of-my-portfolio........
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guards80 Supreme	24-May-2016 14:57        guards80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	today is red day most of the counter
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guards80 Supreme	24-May-2016 10:19        guards80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dont know can below $1
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HuathuatLeo Elite	24-May-2016 09:48        HuathuatLeo About Contact  Quote this Post!
x 0   x 0  Alert Admin	coming to 60-75cts soon. That would be nice retracement. hahahaha.. then time to jeep to huat ..lmao hahahaha. spore1      ( Date: 24-May-2016 09:44) Posted: Below $1 soon BullRun      ( Date: 23-May-2016 16:15) Posted: Shortist got slaughtered
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spore1 Supreme	24-May-2016 09:44        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Below $1 soon BullRun      ( Date: 23-May-2016 16:15) Posted: Shortist got slaughtered? spore1      ( Date: 23-May-2016 12:55) Posted: At this rate of gapping up waiting to be slaughter anytime. Afternoon may see the distribution setting in.
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guards80 Supreme	24-May-2016 09:23        guards80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	today best world not so best already...
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BullRun Elite	23-May-2016 16:15        BullRun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortist got slaughtered? spore1      ( Date: 23-May-2016 12:55) Posted: At this rate of gapping up waiting to be slaughter anytime. Afternoon may see the distribution setting in. spore1      ( Date: 21-May-2016 18:59) Posted: Next wk will tell whether the current high price can Tahan or not ..
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spore1 Supreme	23-May-2016 12:55        spore1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	At this rate of gapping up waiting to be slaughter anytime. Afternoon may see the distribution setting in. spore1      ( Date: 21-May-2016 18:59) Posted: Next wk will tell whether the current high price can Tahan or not ... bishan22      ( Date: 21-May-2016 17:41) Posted: Dont fall into another ABL victim. History can repeat again
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BullRun Elite	23-May-2016 09:48        BullRun About Contact  Quote this Post!
x 0   x 0  Alert Admin	I kept ready PE 10 based on FY16....can enlightened me how they forecasted the eps to be only 10c? Jamesbond008      ( Date: 22-May-2016 15:04) Posted: I heard from my CIMB broker that the CIMB analyst Jonathan brought Best World to KL for roadshow last Friday. Response was good in KL where the management met more than 35 fund managers. This stock is under-owned by fund managers. I see great potentials for institution investors to come into this stock as the growth CAGR from 2015-2017 exceeds 100%. And the Company pays dividends. S$1.00 is just the tip of the iceberg. If NPAT for FY2016 is around S$20m, then we are talking about 10x FY2016 PE for this Company. PEG is 0.1
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ruready Supreme	23-May-2016 08:44        ruready About Contact  Quote this Post!   Yells: "Follow the micro penny , May be this is the last train"
x 0   x 0  Alert Admin	This one alr Sim buy at Moh fund So $1.00 is cheap , riverstone next
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Jamesbond008 Member	22-May-2016 15:04        Jamesbond008 About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	I heard from my CIMB broker that the CIMB analyst Jonathan brought Best World to KL for roadshow last Friday. Response was good in KL where the management met more than 35 fund managers. This stock is under-owned by fund managers. I see great potentials for institution investors to come into this stock as the growth CAGR from 2015-2017 exceeds 100%. And the Company pays dividends. S$1.00 is just the tip of the iceberg. If NPAT for FY2016 is around S$20m, then we are talking about 10x FY2016 PE for this Company. PEG is 0.1
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BullRun Elite	22-May-2016 12:42        BullRun About Contact  Quote this Post!
x 0   x 0  Alert Admin	10% pull back is significant by all measures! That prompted an expert to say from hidden selling to obvious selling!! It is indeep trying to find a new base, which should be a lot higher than it current price! Many still forecast FY16 eps to be around 10c which is not realistic, we already know Q2 will be significantly better than Q1 and based on history since listing, 2nd half of the year will be significantly higher than first half....putting fear aside, a more logical forecast should be around 13c - 17c. As we crossed into 2nd half of FY16 soon, a blanded FY17 eps will be used, that will be anothet excuse for Analysts to used or upgrading! HuathuatLeo      ( Date: 22-May-2016 05:31) Posted: Nah I wont call that a retracement la. It didn't find a base. This one macham rocket ...go up non stop. You don't believe you hold sure die. Lmao hahahah. A healthy pull back is needed for it to sustain and grow higher. The indies now on overbought..it needs to come down and then go up. BullRun      ( Date: 22-May-2016 00:05) Posted: Retracement already completed (94.5 -85)! Some says from hidden selling to obvious selling. The obvious selling is over! Looking at the sale in Taiwan in early part of Q2, a pull back to 60c look unlikely. At 60c, it implied a PE of less than 5 based on FY16 earning
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moneyspinner Veteran	22-May-2016 10:03        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another opinion on the current technical overbought position: Overbought signs first triggered at around 45c!!! Fundamentals drive share price. When there is a change in fundamentals overbought is the result of re-rating. Half way into Q2, sale in Taiwan already blow past to another record high. Re-rating and upgrading is likely to continue. If sale momentum continue to pick up, EPS for FY16 is likely to be well above what the Analysts used in their forecast! DYODD
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moneyspinner Veteran	22-May-2016 09:58        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Risks and concern of Best World.   These are beside the short term technical risk of an overbought position. -Risk of regulation from govt -Narrow profitable product range, think a pharma company that has only 1 profitable drug, " Although BWI has a wide range of products, a few products within the range form the major part of revenue. For example, Plum Delite and some products in the DR Secret range of skin care products are huge generators of revenue." - The continued operation of our manufacturing facility in BWZ (in China!) is currently dependent on our GMP certification. Should there be any changes in requirements for example to certification standards, the company might have to incur additional costs to fulfil the authority' s requirements. We monitor changes closely to ensure we are in compliance. I got this impression that they are training distributors in Taiwan to bring over in China... I am not sure if these are Taiwanese or Mainland Chinese but they can be affected by politics, especially with the new Taiwan President. Summary: The biggest risk of this company is regulatory risk by the Chinese government. Some nice things about this company. A lot of cash. 47million worth of cash. wow. Some minor concerns: Product concentration risk Page 37: Le daughter is paid about 160,000 SGD, about as much as senior management. Probably a very good saleswoman. Having said that, this is largely a family business, so she can do what she wants.
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moneyspinner Veteran	22-May-2016 09:05        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	Great portfolio!   Best World is the top performer!   That enriched portfolio, which began life in Aug 2015 and saw additions and one deletion along the way, looks (or tastes) as follows:  Note: Dividends are cumulative from the time the stocks were added to the portfolio. For simplicity, assuming equal allocation for each stock, the portfolio has gained 55.5% since it began life nine months ago.
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moneyspinner Veteran	22-May-2016 08:42        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	1. Impressive membership and earnings growth In 2015, Best World had recorded strong business growth. Total revenue for the year had surged by 35.1% to S$101.7 million while the bottom-line soared by nearly 150% to S$10.1 million. Best World attributed its growth to strong sales increases  in Taiwan, China, Indonesia, and Malaysia. Overall memberships, an important number in a direct selling business, has been growing for Best World over the past few years too. To the point, Best World had ended 2011 with 245,444 members and this has since increased to 402,422 in 2015 (this is also up by 6.5% from 2014). 2. Improving balance sheet, growing cash flow, and rising dividend As of 31 December 2015, Best World&rsquo s balance sheet had S$47.2 million in cash and equivalents and total borrowings of merely S$17,000. These numbers are an improvement from the end of 2014 when there was S$41.0 million in cash and equivalents and total borrowings of S$6.0 million. During the year, Best World was also able to churn out S$15.9 million in free cash flow (S$17.1 million in operating cash flow and S$1.2 million in capital expenditures), a spike of 60% from the free cash flow of S$9.9 million seen in 2014 (S$11.1 million in operating cash flow and S$1.2 million in capex). Coming to the dividend, the direct-seller had declared a dividend of S$0.02 per share in 2015,  quadrupling  the S$0.005 per share seen in 2014. 3. Future growth opportunities  In Best World&rsquo s latest earnings release (for the 12 months ended 31 December 2015), the company commented that &ldquo management maintains a cautiously optimistic outlook&rdquo for 2016 &ldquo as a result of the continued growth for [Best World&rsquo s] direct selling business in Taiwan, Indonesia, Malaysia and exports to China.&rdquo Best World&rsquo s management had also filed for an application for a Direct Selling license in China and the application is in progress.  In addition, Best World is also setting up a regional centre in Dubai to serve as a launch pad into other Gulf Cooperation Council (GCC) nations such as Saudi Arabia, Bahrain, and Kuwait.
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moneyspinner Veteran	22-May-2016 08:38        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	TP has since been revised upwards to $1.12 by CIMB! TP of S$0.97 further upside exists from China direct selling licence We initiate coverage on BWL with an Add and TP of S$0.97, based on 10.6x CY17 P/E (0.5 s.d. above historical mean). The stock is cheap. At the current 8.7x CY16 P/E, the stock trades at a 50% discount to peers&rsquo average of 17.1x but with higher EPS growth.  Our forecasts also exclude the impact of a direct selling licence in China, which we expect will provide further upside and potentially add 21% to our TP (or a TP of S$1.17). BWL has net cash/share of 21 Scts (c.1/3 of market cap) and offers a 4% yield.
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HuathuatLeo Elite	22-May-2016 05:31        HuathuatLeo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nah I wont call that a retracement la. It didn't find a base. This one macham rocket ...go up non stop. You don't believe you hold sure die. Lmao hahahah. A healthy pull back is needed for it to sustain and grow higher. The indies now on overbought..it needs to come down and then go up. BullRun      ( Date: 22-May-2016 00:05) Posted: Retracement already completed (94.5 -85)! Some says from hidden selling to obvious selling. The obvious selling is over! Looking at the sale in Taiwan in early part of Q2, a pull back to 60c look unlikely. At 60c, it implied a PE of less than 5 based on FY16 earning! HuathuatLeo      ( Date: 21-May-2016 23:54) Posted: yes, I believe   too it is a growth stock but this one already chiong too fast too high without a retracement...when retracement comes, this one will hit between 60cts-70cts before resuming uptrend...be cautios beware otherwise si kiau kiau. lmao hahahahaha.
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BullRun Elite	22-May-2016 00:05        BullRun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Retracement already completed (94.5 -85)! Some says from hidden selling to obvious selling. The obvious selling is over! Looking at the sale in Taiwan in early part of Q2, a pull back to 60c look unlikely. At 60c, it implied a PE of less than 5 based on FY16 earning! HuathuatLeo      ( Date: 21-May-2016 23:54) Posted: yes, I believe   too it is a growth stock but this one already chiong too fast too high without a retracement...when retracement comes, this one will hit between 60cts-70cts before resuming uptrend...be cautios beware otherwise si kiau kiau. lmao hahahahaha.   SmallSmall      ( Date: 21-May-2016 22:39) Posted: It' s a growth stock. Period. Direct marketing sells whether you like it or not. It can go a lot higher.
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HuathuatLeo Elite	21-May-2016 23:54        HuathuatLeo About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes, I believe   too it is a growth stock but this one already chiong too fast too high without a retracement...when retracement comes, this one will hit between 60cts-70cts before resuming uptrend...be cautios beware otherwise si kiau kiau. lmao hahahahaha.   SmallSmall      ( Date: 21-May-2016 22:39) Posted: It' s a growth stock. Period. Direct marketing sells whether you like it or not. It can go a lot higher.
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