Yoyo's Investing Way 2006-2010

7/29/2019 Yoyo's Investing Way 2006-2010

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htt ps:/ / w w w .facebook.com/ WizardKidTrader

yoyo's invest ing w ay

www.yoyoway.com

2006-2010


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www.yoyoway.com


Year 2006


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(YOYO) ..

6

27

400 ?


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www.yoyoway.com

10

5 20

(New Investor

Program: NIP) (ValueInvesting: VI)

2545

GFPT P/E , P/BV ,

2-3 30% VI

1-2 60-70% MBA


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2546 300 700

VI 10-20

3


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YOYO'S WAYS ~ 6 ~

www.yoyoway.com

sense


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Snake

Bite Effect

55% 19 19 6 100% Hold Cash 3

3 5% +10% +50%


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www.yoyoway.com

2 VI

VI 10-20 2-5


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WACC, DCF

P/E Ratio 1 1 P/E

5-6 30%


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www.yoyoway.com

1 7

P/E P/E

5

PSL 8 11 1 40 60 8 3

SNC 3 7 15 17 12


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3

P/ E

P/E P/E 5 A F A 20-30% P/E 12

B 15% P/E 9-12 C 5-15%


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YOYO'S WAYS ~ 12 ~

www.yoyoway.com

P/E 6-9

D 5% P/E 5-6 F

PS 1.10 30% 1.1x 1.3 1.4 1.25 PS P/E 10 P/E 8 1.25 x 8 10

4.5% 5.5%

33% 55 %


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15% 5% 10% 30

60 / 4 15%

6 27

27 100%


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www.yoyoway.com

10

40%

Opportunity day 100 ..40% ()

: I nvest or Station 137-145 1-11 2552


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Sunday, June 04, 2006

Style YoYo

Value Investor Value Investor

weblog ( )

. Blog


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www.yoyoway.com

Monday, June 05, 2006

Value I nvest ing

Value Investing ?

VI ? VI

2 Warren Buffet VI

Fidelity Peter Lynch JOHN

NEFF , SIR JOHN TEMPLETON 15% 2 Buffet

VI . VI


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Technical Investor

VI


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YOYO'S WAYS ~ 18 ~

www.yoyoway.com

Value I nvest ing 2

link

(PETER LYNCH)(http://www.thaivi.com/content/view/228/49/)

(JOHN NEFF)

(http://www.thaivi.com/content/view/328/49/)

(SIR JOHN TEMPLETON)(http://www.thaivi.com/content/view/326/49/)

(PHILIP A. FISHER)

(http://www.thaivi.com/content/view/186/49/)

VI ?

... www.thaivi.com
http://www.thaivi.com/content/view/328/49/http://www.thaivi.com/content/view/328/49/http://www.thaivi.com/content/view/328/49/http://www.thaivi.com/content/view/326/49/http://www.thaivi.com/content/view/326/49/http://www.thaivi.com/content/view/326/49/http://www.thaivi.com/content/view/326/49/http://www.thaivi.com/content/view/326/49/http://www.thaivi.com/content/view/326/49/http://www.thaivi.com/content/view/186/49/http://www.thaivi.com/content/view/186/49/http://www.thaivi.com/content/view/186/49/http://www.thaivi.com/content/view/186/49/http://www.thaivi.com/content/view/186/49/http://www.thaivi.com/http://www.thaivi.com/http://www.thaivi.com/http://www.thaivi.com/content/view/186/49/http://www.thaivi.com/content/view/326/49/http://www.thaivi.com/content/view/328/49/


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- vi 2 vi

FE Port 8

- WG

port Port 8

- Mon Money Thaivi.com VI

- . VI . port 1000 1000 . post thaivi

- thaivi , Mr. Big, Naris, CK, Jay Chou,, , , woody


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YOYO'S WAYS ~ 20 ~

www.yoyoway.com

. (ValueInvesting)


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Wednesday, June 07, 2006

VI ?

Port port

(http://www.set.or.th/th/education/broker/broker_p4.html) idea comment port 1 port seamico commission 50 200 20000-80000

1

.

VI se-ed
http://www.set.or.th/th/education/broker/broker_p4.htmlhttp://www.set.or.th/th/education/broker/broker_p4.htmlhttp://www.set.or.th/th/education/broker/broker_p4.htmlhttp://www.set.or.th/th/education/broker/broker_p4.htmlhttp://www.tohome.com/product_detail.aspx?product_id=20050800283http://www.tohome.com/product_detail.aspx?product_id=20050800283http://www.tohome.com/product_detail.aspx?product_id=20050800283http://www.tohome.com/product_detail.aspx?product_id=20050800283http://www.set.or.th/th/education/broker/broker_p4.html


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www.yoyoway.com


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Friday, June 09, 2006

?

In&Out 20 15 20% se-ed

Davinci Code se-ed ... .. fu j i mk The Pizza Company Pepsi
http://www.thaivi.com/http://www.thaivi.com/http://www.thaivi.com/http://www.thaivi.com/


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www.yoyoway.com


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..

" "

internet


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www.yoyoway.com

56-1 56-1

. Load
http://capital.sec.or.th/webapp/corp_fin2/cgi-bin/find56.php?lang=t&ref_id=74&content_id=1http://capital.sec.or.th/webapp/corp_fin2/cgi-bin/find56.php?lang=t&ref_id=74&content_id=1http://capital.sec.or.th/webapp/corp_fin2/cgi-bin/find56.php?lang=t&ref_id=74&content_id=1http://capital.sec.or.th/webapp/corp_fin2/cgi-bin/find56.php?lang=t&ref_id=74&content_id=1http://capital.sec.or.th/webapp/corp_fin2/cgi-bin/find56.php?lang=t&ref_id=74&content_id=1http://capital.sec.or.th/webapp/corp_fin2/cgi-bin/find56.php?lang=t&ref_id=74&content_id=1http://capital.sec.or.th/webapp/corp_fin2/cgi-bin/find56.php?lang=t&ref_id=74&content_id=1http://capital.sec.or.th/webapp/corp_fin2/cgi-bin/find56.php?lang=t&ref_id=74&content_id=1


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? 2

8 6 8 Se-ed Fuji MK The Pizza Company Pepsi

MBK MBK

MBK 56-1 MBK MBK

MBK

Oishi 2

1-2 1


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YOYO'S WAYS ~ 28 ~

www.yoyoway.com

20 15-18 10-25%

Se-ed 1

.. .

Aprint

WE Davinci Code se-ed Aprint se-ed

Aprint

4 (Fuji MK The Pizza CompanyPepsi)

. 56-1 . !
http://www.sec.or.th/http://www.sec.or.th/http://www.sec.or.th/http://www.sec.or.th/


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Tuesday, June 13, 2006

? 3

3 4 (Fuji MK The PizzaCompany Pepsi)

Fuji

Mail MK MK

Fuji Marketing MK MK

The Pizza Company

The Pizza MinorInternational MINT Pizza Pizza

MINT MINT Swensens Sizzler Dairy Queen BurgerKing

Pepsi SSC 1


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YOYO'S WAYS ~ 30 ~

www.yoyoway.com

ssc

pepsi 1 1


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..

2 .

2

3 1. . 2. . 3. .


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YOYO'S WAYS ~ 32 ~

www.yoyoway.com

Thur sday, June 15, 2006

? com ""

.. ... ..

- " 4.02 " " .... " 3.4

"4.02 9 " >>>>

- Container House 17,000 20,000 60

"


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500,000 "" ... 500,000 ">>>

"" ( .. )

Value Investor

"" John R. Nofsinger Wisdom Works se-ed ""

""


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YOYO'S WAYS ~ 34 ~

www.yoyoway.com


? ilink case

?

ILINK

load 56-1 48

computer IT

DTAC AIS order ILINK ILINK 1 economy of scale
http://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8ahttp://thaivi.com/webboard/viewtopic.php?t=11188&postdays=0&postorder=asc&start=0&sid=593749bdab88ccf8f22395d995bb3c8a


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ilink 0.78 4.5

47 488 48670 37% 40 60 50% MAI 30% 20%

eps 48 0.76 / PE 5.9 pe 8 eps 48 6.08 upside 35%

.. ...

ilink 4.7 ( 20% 6/1.2 = 5 )

30% 49 wireless


36/399

YOYO'S WAYS ~ 36 ~

www.yoyoway.com

wireless Margin

vol (1 ) 1 eps 49 ( ) ilink 6 8

(pe 8 * eps 1) 20% 1 ilink 6.67

4.7 4.9 offer

ilink

5.2 4.7 5.2 8 ilink 5.6 ( ilink ) 5.5 ....

ilink


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I LI NK case

Q1/49 ilink 1 Q 0.25

152 187 23%

90% 0.29

ilink 1. 2. 3. solutionprovider gross margin 3 48 49 gross margin 25.6% 33.3% drive

ilink Backlog 306 (Q1

62 ) gross margin Q1ilink1 Naris thaivi ilink1.35 / O-O

ilink pe 8 ilink


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YOYO'S WAYS ~ 38 ~

www.yoyoway.com

10.8 upside 68.8% ... 3Q


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. VI

()

portfolio management (Efficient Market Theory ......


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YOYO'S WAYS ~ 40 ~

www.yoyoway.com

warren buffet VI " ")

comment ... ^_^


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VI

( vi )

1 4/ 12/ 45

. TR 128 7 23% EPS 77% 23% 40.92*.23 = 9.41 10 2,842,240,834 201,600,000

,

Value Investor .
http://thaivi.com/webboard/viewtopic.php?t=886http://thaivi.com/webboard/viewtopic.php?t=886http://thaivi.com/webboard/viewtopic.php?t=886http://thaivi.com/webboard/viewtopic.php?t=886http://thaivi.com/webboard/viewtopic.php?t=886http://thaivi.com/webboard/viewtopic.php?t=886http://thaivi.com/webboard/viewtopic.php?t=886http://thaivi.com/webboard/viewtopic.php?t=886http://thaivi.com/webboard/viewtopic.php?t=886


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YOYO'S WAYS ~ 42 ~

www.yoyoway.com

Value Investor " " ..

" "

.

.. 45 AYUD 105 PPPC 52 TR128 GRAMMY 118

E-mail . . 9 3-4 30%-40% 10

4 .. 2545 16:32:31 .


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4/ 12/ 45 ...(

) ..... pantip 5 ().... .... () 2511 2516 6 .......... .... .... 3 (ACC )..... (

)

4 ayud tr PPPC grammy p/e p/bv 13 4

15% grade A 30% ....

FANCY MBK LTX (ltx

46


44/399

YOYO'S WAYS ~ 44 ~

www.yoyoway.com

3 ..... 44 40 ).

(trading ) cut loss .......sta 33-34 26-27 ......

1.50 ......1.50 33.50 Divident Yield 4.48 % ... ...........

4/ 12/ 45

49 2496 ?

GRAMMY Chairsholder ( Sharesholder)

CD GRAMMY 5%

PPPC 2 4


45/399

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52 Chairsholder

CM 35 8%-9% Chairsholder

Chairsholder

ValueInvestor

5/ 12/ 45 2491 . ..... ..... cm .... value investor 4......... 10-15%

4


46/399

YOYO'S WAYS ~ 46 ~

www.yoyoway.com

5/ 12/ 45

EPISODE 2

BBL 100 200 4 10 BBL 150

20 150 4

Broker BBL

150 , , , , ( )

Broker


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Broker

,,, BBL 250 SITCA , NAVA , NFS , TMB

SITCA NANA NFS TMB 1,200,000 100,000

.. . ( )

3 FREEINET Web

"


48/399

YOYO'S WAYS ~ 48 ~

www.yoyoway.com

"

13% 2% 50 2% Chairsholder (

) ..

.

p/e p/bv GRAMMY 500 10 118 10 / 1

0.5 / 2000 3000 GRAMMY

GRAMMY ,


49/399

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GRAMMY

1. GRAMMY ( )

5%

2.

GRAMMY

3. GRAMMY


50/399

YOYO'S WAYS ~ 50 ~

www.yoyoway.com

5/ 12/ 45 P/E 27 P/B

4.4 3 2....... 4.4 grammy 76 () bec 190 210 250 ... ...... () ..........

good governance ...... .........

......... "" .....


51/399

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BKP cp .......

mp .......... kmc 220 ...... 220 80 .........

1 1 NAVA


52/399

YOYO'S WAYS ~ 52 ~

www.yoyoway.com

5/ 12/ 45 Chairman Chairsholder

Chairman

" "

"- " .

TR128 5

204

AYUD 5 115 105 14.5 141

Chairsholder Chairman


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() 5/ 12/ 45

. 2543 (DOW)

"1. 2.1" ...

TTL ""

t od 5/ 12/ 45Value investor

RR 5/ 12/ 45 cpftmb cpf par

tmbset index


54/399

YOYO'S WAYS ~ 54 ~

www.yoyoway.com

bank bank cpf par

grammy par fancy deltaccet

5/ 12/ 45 ...... .....

..... ..... WARREN BUFFETT .........

GSM 5/ 12/ 45 . 3 (MBA) 2543

Value Investor .


55/399

~ 55 ~


Portfolio () 5

6/ 12/ 45 Value Investor

500 500

5


56/399

YOYO'S WAYS ~ 56 ~

www.yoyoway.com

TR 5 19.5 204 (

)

FE , P-FCB ,WACOAL , TF ,TR ,AYUD, TWFP


57/399

~ 57 ~


6/ 12/ 45

4-5

10% 100 1 1


58/399

YOYO'S WAYS ~ 58 ~

www.yoyoway.com

!


59/399

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IMF

( 3

)

. ( SETTRADE.COM )

.


60/399

YOYO'S WAYS ~ 60 ~

www.yoyoway.com

6/ 12/ 45

Value Investor

500 500

5

TR

5 19.5 204 ( )

FE , P-FCB ,WACOAL , TF ,TR ,AYUD, TWFP


61/399

~ 61 ~


6/ 12/ 45

SET index. . TTL TRTTL 50 new high newer high

CHOTI EU

6/ 12/ 45 ..


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YOYO'S WAYS ~ 62 ~

www.yoyoway.com

()

2 2

4001700 nava

700200270 UGP 534.75 75500 %1 5

711 14

.


63/399

~ 63 ~


6/ 12/ 45

ValueInvestor Mr. Market SET index 2% 15% Mr. Market

Hydrometer ()

CHOTI .

.


64/399

YOYO'S WAYS ~ 64 ~

www.yoyoway.com

6/ 12/ 45 .......(margin )............. . 3 5 5

........ ............. 4 ........... wacoal 76 30 .......... ...... ......( ) wacoal

...... ....... ..... lucky textile.... ltx

margin ........ ......margin

margin ........


65/399

~ 65 ~


margin

....... ...... ....... ...... ...... 5

6/ 12/ 45 TR 19

" "

fat boy 6 / 12/ 45 2 P/E P/BV PORT


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YOYO'S WAYS ~ 66 ~

www.yoyoway.com

VALUE INVESTOR

6/ 12/ 45

- 6/ 12/ 45

() . 70 2.60 .

....

6/ 12/ 45 tat boy ()

41 FE AHC M-CHAI FANCY CSC VNG SVOA KGI

LOSO


67/399

~ 67 ~


40

350 1 3%

1200 2-3 2-34-5

3

30

AHC 6


68/399

YOYO'S WAYS ~ 68 ~

www.yoyoway.com

8/ 12/ 45

. ..

. . 4 Value Investor . ValueInvestor

1 4


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~ 69 ~


!

1 12% - 13% 600,000 Value Investor Chairsholder 2%

50 2% 15% 2 * .85 = 1.7% 3%

1.7 3 = -1.3% 1 ( ) 1 1 2% 1.7% 1,017,000

1,030,000


70/399

YOYO'S WAYS ~ 70 ~

www.yoyoway.com

5 2% 1.7% 3%

.. 1,087,939.50 1,159,274.00

2544 1,402,216.26 228,515 3 5

2% 0% 10 "


71/399

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"

Chairsholder ( ) ..45 Value Investor

3,000,000 5 20 AYUD 3,735,325.00 6

2545 10% 373,532

" "

BAT-3K 24 METCO 87.5 11 ..45 FE

Chairsholder


72/399

YOYO'S WAYS ~ 72 ~

www.yoyoway.com

BAT-3K 29 METCO 94 1 .. 45 (

6 .. 45 BAT-3K 39.25 59.55% 24,METCO 143 63.42% 87.5)

FE 150 FE XD 15 Mr. MARKET XD 130 6 .. 45 146 6 .. 45 169 15.04%

FE BAT-3KMETCO

"

" Chairsholder XD SET index Chairsholder (

HYDROMETER) .

Value Investor


73/399

~ 73 ~


9 .

Value Investor

GRAMMY 15 11

..

30% 70% 3/7 ( 42.9%) 10% ( 52.9% )

10% 20%


74/399

YOYO'S WAYS ~ 74 ~

www.yoyoway.com

(

)


75/399

~ 75 ~


8/ 12/ 45 4 ..... 4 3 ......

Warren Buffett ......... ...... ..... ....... 9 10 ....... .

........ ....

rolex showroom ..... benz ....... 14 505 ...... bts .........

70% 30% ....... .......

128000 35.50-36


76/399

YOYO'S WAYS ~ 76 ~

www.yoyoway.com

28000 ...... 35 35 34.75 4000 ......

.... ......8 4 9 ........ 2004 ........ ...... ............. ..........

15-16%

4 ( )

ifct ....... egcomp 45 ..... ....

.....

..... ......

.....


77/399

~ 77 ~


..... ......

.......

......

8/ 12/ 45

.56 . .

( .. )

..

ACC

CPF ACC ^_^

UFM S&P MAI


78/399

YOYO'S WAYS ~ 78 ~

www.yoyoway.com

...

8/ 12/ 45 " " " "

PPPC 2 4 6 60 75 Chairsholer

BOI

Web-site


79/399

~ 79 ~


ACC

.. MONEY TALK Value Investor .

8/ 12/ 45 30 . . 6 1. ( )

2. ( VNG 7 12 ) 3. () ()

Comment


80/399

YOYO'S WAYS ~ 80 ~

www.yoyoway.com

8/ 12/ 45

"" ()

website www.google.com keywords ..

8/ 12/ 45
http://www.google.com/http://www.google.com/http://www.google.com/http://www.google.com/


81/399

~ 81 ~


4

. .. .

.

LOSO 8/ 12/ 45

EPISODE1-4


82/399

YOYO'S WAYS ~ 82 ~

www.yoyoway.com

undervalue

FEP-FCB OCC MATI TR

" "

" "

899,xxx,xxx 9

8/ 12/ 45-


83/399

~ 83 ~


FE 15015 135

6 6 16 15 6

)

--

1 70% 15-20% 10%

EPISODE5

ar ic 9 / 12/ 45

...


84/399

YOYO'S WAYS ~ 84 ~

www.yoyoway.com

1 2 4

[/b]

Interruption Chairsholder Interruption Chairsholder ..

LOSO - Chairsholder Sharesholder

http://eng56.hypermart.net/cgi-bin/chat.cgi

Chairsholder

Chairsholder 9

6 7 8
http://eng56.hypermart.net/cgi-bin/chat.cgihttp://eng56.hypermart.net/cgi-bin/chat.cgihttp://eng56.hypermart.net/cgi-bin/chat.cgi


85/399

~ 85 ~


GRAMMY

15 11

..

LOSO .. 60,000

MID ROAD

FE 1100

BAT-3K METCO FE . ..

.. . . ..

9/ 12/ 45 port.


86/399

YOYO'S WAYS ~ 86 ~

www.yoyoway.com

fat boy 10/ 12/ 45...... 28 10,000 / 50,000 3,000 10% 50% ( Warrant) 100,000 100,000 1,500,000 18 800,000 / 8,000

.. 7000 12- 15 100,000 800,000

100,000 UNDER VALUE 3 - 5000 1%/ 13/ ..... 10


87/399

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.... 1 999,999 ...1

Golded Stock 10/ 12/ 45 fat boy 1,500,000 100,000 4,012.50 4.01 % 4.01 %

10/ 12/ 45 fat boy ..... ....... .. cut loss ........ .......... 13

..... ..... ........

9/ 12/ 45

value invester ..44 MBA

()


88/399

YOYO'S WAYS ~ 88 ~

www.yoyoway.com

Defensive Stock ()

400 330 200,000 70,000 60 30 10

2 (2) unrealize loss

Set (

) Download 400 Div. yield 8% [email protected]

9/ 12/ 45
mailto:[email protected]:[email protected]:[email protected]:[email protected]


89/399

~ 89 ~


" "

TF TR

:

.ays

10/ 12/ 45 "

real value investors


90/399

YOYO'S WAYS ~ 90 ~

www.yoyoway.com

....... .........

... Book Value ()..... ....... www.set.or.th listed company ......
http://www.set.or.th/http://www.set.or.th/http://www.set.or.th/


91/399

~ 91 ~



warren buffett buffett buffett buffet VI

buffet

buffett vi

The Warren Buffett Way 1st edition Robert G.

Hagstrom buffett


92/399

YOYO'S WAYS ~ 92 ~

www.yoyoway.com

The Warren Buffett Way 2st edition Robert G.Hagstrom edition update

buffett

edition 1

The Essential Buffett Robert G.

Hagstrom . Buffet 2

How Buffett dose it James

Pardoe Buffet Buffett Buffett Buffett

The New Buffettology Mary Buffett Buffett make sense

. the warren buffet way the new buffettology 2 2 buffett buffett buffett ( )


93/399

~ 93 ~


buffett


94/399

YOYO'S WAYS ~ 94 ~

www.yoyoway.com


2 2 VI VI

1 VI VI 30% 3 5

1 VI 30% 5 6

6

port 1 VI 6 5 6 6 2.3


95/399

~ 95 ~


VI 2

1. ()2.


96/399

YOYO'S WAYS ~ 96 ~

www.yoyoway.com

Saturday, July 01, 2006

2

(8)(

)FV = PV (1+r)^t

FV - ()PV - ()r (%)t ()

( 22) 30 8 2 pv = 2 t=8 r fv = 1 23% 8

3,000 36,000 13.5%


97/399

~ 97 ~


8 1 rate 40 4.2 50 15.9 60 57 ...

15% 60 89

3000 5000 15% 60 port 121

2 ( 2 )1. ()2. ()3. ( )

- -
http://photos1.blogger.com/blogger/7628/3109/1600/Presentation1.jpg


98/399

YOYO'S WAYS ~ 98 ~

www.yoyoway.com

-

- %

.. 1 30

.

Foundation Finance ^__^


99/399

~ 99 ~


Monday, July 03, 2006

GFPT CP P/EP/BV Dividend Yield PE 6 PBV 1 Yield 5%

10 PE PBV Yield GFPT .. step Download file 56-1 . ratio ...

4 50%

40 40 48 ....


100/399

YOYO'S WAYS ~ 100 ~

www.yoyoway.com

( ) GFPT 48 40

VI .. 40 39 38 36 Taladhoon () GFPT 4 50%

% 36 35 3433 32 ... GFPT .. 28 30% ...

1 GPFT

- PE PBV Yield -


101/399

~ 101 ~


-

Q1 Q2 Q3 - - 50% port

- post ....

...


102/399

YOYO'S WAYS ~ 102 ~

www.yoyoway.com

Sunday, July 09, 2006

(Mental Skill) ( )

""

Snake bite effect

-


103/399

~ 103 ~


- -

3

port Broker

file excel port port key


104/399

YOYO'S WAYS ~ 104 ~

www.yoyoway.com

Wednesday, July 12 , 2006

- 1 - 2 - 3

- (Information) - (Opinion) a 10 b take over 20 d

.

2 3


105/399

~ 105 ~


Sunday, July 16, 2006

OEM

OEM (original equipment manufacturer) OEM Brand OEM

-

A B B A

- OEM

OEM

OEM


106/399

YOYO'S WAYS ~ 106 ~

www.yoyoway.com

OEM OEM

STANLY ( VI ) OEM 100% OEM STANLY

SNC

OEM compressor 100% 100% SNC SNC SNC SNC 30%

OEM OEM


107/399

~ 107 ~


Friday, July 21, 2006

2

1.Discounting Model

Dividend discounted model Discountcash flow

2.Relative Model 2

p/e, p/bv, p/fcf, p/sales

2

Discount

Discount


108/399

YOYO'S WAYS ~ 108 ~

www.yoyoway.com

2

2

Relative ...

Relative Discount 2

Discount

Relative ..


109/399

~ 109 ~



P/ E ratio

2 discount discount discount () ( http://thaivi.com/webboard/viewtopic.php?t=18989)

Relative

( update )

Relative P/E ratio P E p/e 10 2 5 pe

pe
http://thaivi.com/webboard/viewtopic.php?t=18989http://thaivi.com/webboard/viewtopic.php?t=18989


110/399

YOYO'S WAYS ~ 110 ~

www.yoyoway.com

a b c

d 4 pe 6 b 6 6 c 6

a 6 2 a

d

pe pe ( )

pe ilink

pe ilink8 49 e 1.2 8 1.2 9.6 pe 8 e ( 49) 1.2


111/399

~ 111 ~


Wednesday, August 02, 2006

P/ E ratio 2

pe pe e e

e 8 4

2 49 50 e 2

..

Track

conservative


112/399

YOYO'S WAYS ~ 112 ~

www.yoyoway.com

( )

% ( ) ( )

10%

10% ()

eps

pe .... (

)


113/399

~ 113 ~


%


114/399

YOYO'S WAYS ~ 114 ~

www.yoyoway.com

Tuesday, August 08, 2006

: (vote ) 100 ( ) ilink

ilink

Opportunity Day: 4

www.thaiinvestors.comwww.thaivi.com/webboard search opportunity day opp day

:
http://www.thaiinvestors.com/http://www.thaiinvestors.com/http://www.thaiinvestors.com/http://www.thaivi.com/webboardhttp://www.thaivi.com/webboardhttp://www.thaiinvestors.com/


115/399

~ 115 ~


:


116/399

YOYO'S WAYS ~ 116 ~

www.yoyoway.com

Monday, August 14, 2006

P/ E ratio 3

pe pe

check list

: , ,

:supplier,

:

:, , ( )

:, ,

5

( F)

pe


117/399

~ 117 ~


( C) 5% pe 5-6

( B) 5-15% pe

6-9 ( A)

15% pe 9-12

(Super stock) 20-30%

supplier pe12 20

Guideline

Blog

. pe


118/399

YOYO'S WAYS ~ 118 ~

www.yoyoway.com

Saturday, August 19, 2006

pe

pe

psl

6 () 50 tta 10 40 psl 50 30 ( 35-38 ) tta 20

pe ?

pe ( ) pe pe3-4 ?

e pe pe


119/399

~ 119 ~


pe

pe

.

() ( ) pe


120/399

YOYO'S WAYS ~ 120 ~

www.yoyoway.com

Monday, August 28, 2006

pe ()

... Invisible Hand Greenbull pe ( ) Invisible Hand ( )_______________________________

I nvisible Hand

copy

eps 1p/e 15 15 20% 1.2*15 18

p/e eps growth eps p/e p/e 2
http://www.bbznet.com/scripts3/view.php?user=greenbull&board=8&id=2775&c=1&order=numtopichttp://www.bbznet.com/scripts3/view.php?user=greenbull&board=8&id=2775&c=1&order=numtopichttp://www.bbznet.com/scripts3/view.php?user=greenbull&board=8&id=2775&c=1&order=numtopichttp://www.bbznet.com/scripts3/view.php?user=greenbull&board=8&id=2775&c=1&order=numtopichttp://www.bbznet.com/scripts3/view.php?user=greenbull&board=8&id=2775&c=1&order=numtopic


121/399

~ 121 ~


MINT p/e 10-15 10-15% mint 40% p/e mint 20-25

mint p/e 15 mint

amata 44-45 p/e 4-6 p/e 15-20

p/e 10-20 46 p/e 6-8

upside downside

downside 10

3 3 3


122/399

YOYO'S WAYS ~ 122 ~

www.yoyoway.com

qualitative

p/e p/e

( )


123/399

~ 123 ~


Thur sday, August 31, 2006

pe

Invisible Hand _______________________________

I nvisible Hand

2

1. commodity cyclical commodity

cycle demand supply demand supply cycle demand supply

2. economic cyclical / commodity switching


124/399

YOYO'S WAYS ~ 124 ~

www.yoyoway.com

economic cyclical

cyclical p/e commodity cyclical p/e p/e

peak cyclical p/e

non-cyclical

non-cyclical p/e eps adjust fully diluted eps warrant esop

p/e 5-10 5 10-20 30% 100% hit and run

p/e p/e


125/399

~ 125 ~


Tuesday, September 05, 2006

pe ()

Invisible Hand pe ( Invisible Hand )______________________________

By I nvisible Hand

% 5-10 3

1.market grow th2.market share grow t h3.net profit margin

1. Market grow th 100 5

market GDP gdp

2. Market share grow t h market share market share % marketshare 70%


126/399

YOYO'S WAYS ~ 126 ~

www.yoyoway.com

share market share market share barrier to

entry market share market share market share market share marketshare upside downside market share

market share

3. Net m argin net

margin net margin

room margin economy ofscale net margin roa roe

margin toogood to be true barrierto entry net margin

3

growth


127/399

~ 127 ~


1. Market grow th Market share barrier to entry super stocks

market share barrier to entry

2. Market grow th Market share

market share 2 upside 1 market share LH 43 market share 7% concept market share 25-

30% 46 Lh 10

3. Market grow th Market share market share market share

BEC 43-44 marketshare TV 40% TV bec market share 7 ITV 9 BEC 25 15

4. Market grow th Market share marketshare market


128/399

YOYO'S WAYS ~ 128 ~

www.yoyoway.com

share marketshare market share

market growth

90% 10%

short cut 100%


129/399

~ 129 ~


Saturday, September 09, 2006

Peter Lynch

Peter Lynch Warren Buffett

( Buffett ) Lynch 5

1. - 2-4% Lynch

2. - coca-cola, P&G, Colgate-Palmolive 10-12% 30-50% Lynch port

3. - Lynch 20-25% Lynch 10-40

4. -

5. -


130/399

YOYO'S WAYS ~ 130 ~

www.yoyoway.com

1 5

6.

-

Lynch

One up on WallStreet

Lynch ( ) (

0.5-1) 1-2 Port


131/399

~ 131 ~


Wednesday, September 13, 2006

Blog Blog 2

Blog Blog

yoyo Blog

2

2-3 ( ) link

. ( )

" 2 1.5
http://www.sakulthai.com/dsakulcolumnDetailsql.asp?stcolumnid=4985&stissueid=2707&stcolcatid=2&stauthorid=159http://www.sakulthai.com/dsakulcolumnDetailsql.asp?stcolumnid=4985&stissueid=2707&stcolcatid=2&stauthorid=159http://www.sakulthai.com/dsakulcolumnDetailsql.asp?stcolumnid=4985&stissueid=2707&stcolcatid=2&stauthorid=159


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YOYO'S WAYS ~ 132 ~

www.yoyoway.com

......" 2 13 ( ) 1.7

13 link


133/399

~ 133 ~


""

" "


134/399

YOYO'S WAYS ~ 134 ~

www.yoyoway.com


135/399

~ 135 ~


400-500


136/399

YOYO'S WAYS ~ 136 ~

www.yoyoway.com

3


137/399

~ 137 ~


1

10

http://www.sakulthai.com/dsakulcolumnDetailsql.asp?stcolumnid=4985&stissueid=2707&stcolcatid=2&stauthorid=159
http://www.sakulthai.com/dsakulcolumnDetailsql.asp?stcolumnid=4985&stissueid=2707&stcolcatid=2&stauthorid=159http://www.sakulthai.com/dsakulcolumnDetailsql.asp?stcolumnid=4985&stissueid=2707&stcolcatid=2&stauthorid=159http://www.sakulthai.com/dsakulcolumnDetailsql.asp?stcolumnid=4985&stissueid=2707&stcolcatid=2&stauthorid=159http://www.sakulthai.com/dsakulcolumnDetailsql.asp?stcolumnid=4985&stissueid=2707&stcolcatid=2&stauthorid=159


138/399

YOYO'S WAYS ~ 138 ~

www.yoyoway.com


( :b) 20 2549 ()

19 2549 : Set Index 702.5619 2549 : My Port Index 17.120 2549

( )

Set I ndex

19/5/1992 set 732.89 667.84 8.88%20/5/1992 set 677.37 1.43%21/5/1992 set 738.67 9.05%


139/399

~ 139 ~



" " ( -) ""

" () offer(bid) () " ""

bid-offer 5.00-5.05 ?

5.00 : 5

5.05 :

5.05 5.00

" "

9 0.05


140/399

YOYO'S WAYS ~ 140 ~

www.yoyoway.com

4 0.05 4

4 0.05

5 80% 5.05 78%

Ticon 6.2 12 6.15 6.50 6.3

7 9 (6.2) 17 () 5 3


141/399

~ 141 ~


Saturday, September 30, 2006

" 95% "

- - Bias

(


142/399

YOYO'S WAYS ~ 142 ~

www.yoyoway.com

volume) 5 5

()

1

Learning Curve 1

1

...


143/399

~ 143 ~


Tuesday, October 10, 2006

....

59-2

. () . ilink

http://capital.sec.or.th/webapp/corp_fin/daily59.php

Update 2

59-2 thaivi.com
http://capital.sec.or.th/webapp/corp_fin/daily59.phphttp://capital.sec.or.th/webapp/corp_fin/daily59.phphttp://capital.sec.or.th/webapp/corp_fin/daily59.php


144/399

YOYO'S WAYS ~ 144 ~

www.yoyoway.com

- 59-2

- 2 2 () 1-5 ( 10 ) 10

. 59-2 59-2 10%


145/399

~ 145 ~


Thur sday, October 12 , 2006

set 3 19 2549 : Set Index 702.5619 2549 : My Port Index 17.120 2549

12 2549: Set Index 709.6712 2549: My Port Index 19.1 :)

set 3 Port


146/399

YOYO'S WAYS ~ 146 ~

www.yoyoway.com


1 1 vote 1 ()

2005 25,000 Berkshire Hathaway WarrenBuffett Buffett 1 1 1 ( 4 )

Warren Buffett

link

http://warrenbuffettfan.blogspot.com/
http://warrenbuffettfan.blogspot.com/http://warrenbuffettfan.blogspot.com/http://warrenbuffettfan.blogspot.com/


147/399

~ 147 ~


Thur sday, October 19 , 2006

()

59-2 .. ..

TI CON

ticon 9 ( 7-8 48) 2 8 TFUND ... CNS .. ( ) .. ticon

.... 59-2 59-2 ticon ( 5-6 ) ticon .. ticon ...... 18-19 ... (

)

ticon 2

ticon


148/399

YOYO'S WAYS ~ 148 ~

www.yoyoway.com

( ) ticon

( ) ... ( company visit) .

...

TTA

....

TTA PSL RCL ( PSL ) demand supply psl 6 50 tta 10 50 ..... psl ()

.. psl 50 38 T_T ... TTA psl tta tta .. 10% ... (

) 35 tta


149/399

~ 149 ~


20 40-50 27 ...

...- MIDA

- tvo ( 2 )- .... check () spali ttl utp


150/399

YOYO'S WAYS ~ 150 ~

www.yoyoway.com

Wednesday, October 25, 2006

The I ntel l igent I nvestor

The Intelligent Investor :

Berkshire Hathaway

CEO Legg Mason Capital Management

Longleaf Partners

Century Management TheIntelligent Investor

, , , ,

Fortune

Value Investing

Amazon.com

yoyo ilinkhttp://thaivi.com/webboard/viewtopic.php?t=20643&start=0 www.thaivi.com
http://thaivi.com/webboard/viewtopic.php?t=20643&start=0http://thaivi.com/webboard/viewtopic.php?t=20643&start=0http://www.thaivi.com/http://www.thaivi.com/http://www.thaivi.com/http://thaivi.com/webboard/viewtopic.php?t=20643&start=0


151/399

~ 151 ~



Internet Webboard

ilinkA 1 port ( ) ilink AMR

900 ilink ilink 2 ilink ( ilinkilink )

2 AMR ilink


152/399

YOYO'S WAYS ~ 152 ~

www.yoyoway.com

ilink AIT

( ) AIT (A C+ B) eps 3.26 18 () pe 5.5 pe 10-11

AIT AIT 14-17 1600 2000 (

1600 1160 ) 2000 10 1.5 1600

() eps 1.24 3.26eps 4.5 ( 20%) AIT C+ B pe 7-9


153/399

~ 153 ~


pe 7 - 31.50 **

pe 8 - 36.00 pe 9 - 40.60 pe (IRCP, MFEC)

11 49.50

AIT 70 ( ) 13 Blog () () AIT 2 port


154/399

YOYO'S WAYS ~ 154 ~

www.yoyoway.com

Thursday, November 02, 2006

5 49 updated

(Thai Investors Day) 5 2549 10.30 12.30 . 3

:

1. . 2 . "Fund Manager " .3. 4. ""

. ( )

3

-

- (

)


155/399

~ 155 ~


. - . 2

-

0.5-1.5


156/399

YOYO'S WAYS ~ 156 ~

www.yoyoway.com

Tuesday, November 07, 2006

www.settrade.com> > clickAnalyst Concensus (

)

...()

56-1

100% ?
http://www.settrade.com/http://www.settrade.com/http://www.settrade.com/http://www.settrade.com/


157/399

~ 157 ~


1

Conservative ( )

""

pe a pe 8-10 5 40-50 40 40 ( 1.3 30.7 ) 40

50 50

Bias () KH 4 4.5 4.5 5


158/399

YOYO'S WAYS ~ 158 ~

www.yoyoway.com

5 5.6 6 7 8


159/399

~ 159 ~


Sunday, November 12, 2006

... Relax

Relax

Blog (11 .. 49) Blog
http://photos1.blogger.com/blogger/7628/3109/1600/Map.3.jpg


160/399

YOYO'S WAYS ~ 160 ~

www.yoyoway.com

Blog www.thaivi.com post thaivi http://thai-value-investor.blogspot.com/

3 www.yoyoway.com, google( Keyword search search Keyword ) , pantip.com ( ) ...

www.settrade.com

link settrade
http://www.thaivi.com/http://www.thaivi.com/http://thai-value-investor.blogspot.com/http://thai-value-investor.blogspot.com/http://thai-value-investor.blogspot.com/http://www.yoyoway.com/http://www.yoyoway.com/http://www.yoyoway.com/http://www.settrade.com/http://www.settrade.com/http://www.settrade.com/http://www.yoyoway.com/http://thai-value-investor.blogspot.com/http://www.thaivi.com/


161/399

~ 161 ~


Friday, November 17, 2006

" " zaza ( 555)

( ) 3-4 1 56-1 - 10 15

- - - ... ... 3-5


162/399

YOYO'S WAYS ~ 162 ~

www.yoyoway.com

.. 2

1. ...

2. internet


163/399

~ 163 ~


Saturday, November 25, 2006

VI 3-

6 10 20 port .. ....

make sense 5-6

4 3 3% port () 1 port


164/399

YOYO'S WAYS ~ 164 ~

www.yoyoway.com

2

1. 2. 1

...

...


165/399

~ 165 ~


Wednesday, December 06, 2006

port .. vi ... vi

1 ( update blog .. ) ....

2-3 port 8 ... 1 .

8 1-2 .. 8


166/399

YOYO'S WAYS ~ 166 ~

www.yoyoway.com

1

1 ( ) port

vi

1/2 1 vi ( Buffett 10 vi

1/2 1 )


167/399

~ 167 ~


Thur sday, December 14, 2006

( )VI VI . .. ""

""

.

port (100% )

2 7 ( )

7


168/399

YOYO'S WAYS ~ 168 ~

www.yoyoway.com

7.4 13 .. 50

..

13 .. 50 74 7 74 7.4 x %

7.4 = 7.0 (1+x/100)^(74/365)

x 32% ( ) .... 7.58 48%

48% () 32% UOB ... (13 ..) UOB


169/399

~ 169 ~


Wednesday, December 20, 2006

Ouy ( ) I did i t again.

Blog

19 2549 100 Breaker set 10% set . 10% break break2

.

100 . 30 1 30 1 30 20 100 100 100 143 43

8 6

warrant warrant


170/399

YOYO'S WAYS ~ 170 ~

www.yoyoway.com

2 tfund 0.80 9

3

4

5

6 ... margin ( ) port (camry 2 ) () port Force sell

Grandsale ?

. Sale Sale Sale

Ouy

30%


171/399

~ 171 ~


....

Ouy, please, don't do it again.


172/399

YOYO'S WAYS ~ 172 ~

www.yoyoway.com

Monday, December 25, 2006

....

2 2

.... (VI) VI

ptt pttep scc top ...

" " " "

vi


173/399

~ 173 ~


" " vi

".. " " " ....

vi

The Intelligence Investor

( ) 2 20

"20 " ...

- 2 " "- " "- -


174/399

YOYO'S WAYS ~ 174 ~

www.yoyoway.com

" "

" " " "

.....

. ..


175/399

~ 175 ~



Year 2007


176/399

YOYO'S WAYS ~ 176 ~

www.yoyoway.com

Wednesday, January 03, 2007

...

" " 3 ... 19/9/49 30% .

2

2 () 3 ... 19/9

3 3

19/ 9


177/399

~ 177 ~


Classic

30% 108 Breaker 10%

- -

30% - ticon cpn ( 30% )-


178/399

YOYO'S WAYS ~ 178 ~

www.yoyoway.com

Mark to Market

solution

( :p)

( 20 ) 30% -

- ... shopping - - ( B2C)


179/399

~ 179 ~


( Consumer)

.. port


180/399

YOYO'S WAYS ~ 180 ~

www.yoyoway.com

Saturday, January 13, 2007

+

Blog .... updateblog 10

IS case

.....

. link

[email protected]

.

value investor
http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19http://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19mailto:[email protected]:[email protected]://board.thaivi.org/viewtopic.php?f=7&t=22009&sid=c9e635213c30a84a28caa8b659121e19


181/399

~ 181 ~


6

(capital gain) 10

70,000 (1)

. 10% 70,000 x 10% = 7,000 (2) (1) (2) 70,000 7,000 = 63,000 (3)70,000 x 3 / 7 = 30,000 (4) *, **

(2) + (4) 7,000 + 30,000 = 37,000 (5)


182/399

YOYO'S WAYS ~ 182 ~

www.yoyoway.com

(1)+(4) 70,000 + 30,000 = 100,000 (6) = 30,000

= 70,000 80,000 ***, ****

40 (1) 60,000 0.5 100,000 x 0.5% = 500 (7)

(5) (7) 37,000 500 = 36,500 (8) (3)+(8) 63,000 + 36,500 = 99,500 (9)* 30 3/7 37

** .

*** 80,000 2546

99,500 63,000 36,500 30 3/7 25 1/5 25 / ( 100-25)


183/399

~ 183 ~


PTTEP PTTEP ..

2541 50 PTTEP

July 31, 2003

----------------------

ThaiVI


184/399

YOYO'S WAYS ~ 184 ~

www.yoyoway.com

Sunday, January 21, 2007

vs

... flip-flop 30% :)

mba ...

..

.. ....

..

-


185/399

~ 185 ~


- ...

Basel2 -

.. Key success factor ...

Circle ofCompetence


186/399

YOYO'S WAYS ~ 186 ~

www.yoyoway.com

fit

... 1 resume

1-2 ....

.. ....

.

...


187/399

~ 187 ~


....

Credit ..


188/399

YOYO'S WAYS ~ 188 ~

www.yoyoway.com

Sunday, January 28, 2007

100 ...

..


189/399

~ 189 ~


() ptt pttep scc 100 100 10000

100 200 50% Set50 50 400

IQ


190/399

YOYO'S WAYS ~ 190 ~

www.yoyoway.com

Focus 10

()

100% (port

10-20 step )


191/399

~ 191 ~


Sunday, February 04, 2007

VI

VI ... VI

" " 100% 3 P/E, P/BV DividendYield DCF (Discount Cashflow) 4 2 P/BV DCF Dividend discout


192/399

YOYO'S WAYS ~ 192 ~

www.yoyoway.com

CHUO Yield

Yield (Yiled )

30% Stanly 3-5

Yield


193/399

~ 193 ~


....

Yield " "


194/399

YOYO'S WAYS ~ 194 ~

www.yoyoway.com

Monday, February 12, 2007

(Siam)

siam C+ .. . tvi bizweek

.. ( ) ..

siam .. 3.96-4 .... 3.3 ..

siam furniture Lucky Q3 ( Q1 -) surprise .. 800 300 0.85 ...
http://thaivi.com/webboard/viewtopic.php?t=17776&start=0http://thaivi.com/webboard/viewtopic.php?t=17776&start=0http://thaivi.com/webboard/viewtopic.php?t=17776&start=0


195/399

~ 195 ~


Knockdown Tsunami 17000

10000 Q3 .... Q4 10000 Q4 ... siam OT .. (

) ..

10000 4 ... eps 9 1 4 0.50 1.50 4 pe 2.67

... .. .. .Valueway pe

vi .. . .. pe pe

.. (

) pe .. .. Q4 .. ..

... pe

...


196/399

YOYO'S WAYS ~ 196 ~

www.yoyoway.com

Knockdown .. eps 0.50 eps 1 ..

pe 7-8 pe 7-8 eps 1.5 1 pe 0.50 3.5-4 1 siam

3.5-4 1 4.5-5 .. ...

..

Knockdown .. Demand ... ... siam .. eps

pe ...

.. 3 3.5 3.6 3.7 4 .. .. 4 5 .. 4.5-5 .. 5 port ..


197/399

~ 197 ~


2 50 ..siam siam

...

pe .. pe .. ..

.. siam


198/399

YOYO'S WAYS ~ 198 ~

www.yoyoway.com

Sunday, February 18, 2007

... ...

25/us 40-50 /us us us 1 us 25 1 us 50 .. ... us us 1 us 25 50 us .. us 1

.. ...

40 /us 36/us us 10%

us ( us


199/399

~ 199 ~


us

)

.. ..

a us 100% 100 70 (gross margin 30%) 10 .. 20 6 14

us () 40 36 10% 10% 10% 14 12.6 ( 10% )

.. 100 10% 10% 90 70 20 10 10 3 7 --- 14 10% 50% .... us


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.. us ..

us us .. us step ... ..


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Tuesday, February 27, 2007

2

port A ... B pe 4-7 () .... ... pe 8-9

port

port ... Brand ( ) (

) Discount store .... .. pe 10 .. pe 20 - 30...


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style 2 2

1. 2.

.. A A

pe pe 20 30 20-30% ....

2 2

pe

pe pe 4-7 pe .....


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... pe

.... pe pe pe 15-20 10-15 .... pe 10 pe pe 20

pe 8-10 pe 20-25 .... pe .. pe ... pe 20 10 15 ...

2 ... pe pe ... .. ...


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Monday, March 19, 2007

... updateblog ... up blog

..

2-3 2-3 ....

50

MAI Market Cap .. .. ...


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.. 3-4 port port focus

6-7

.... port

port ... port mai ....


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www.yoyoway.com

Thur sday, March 29, 2007

... ...

...

...

(


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~ 207 ~


)

- Trading Trading - () - .... ...

..

, , ...

- esop ..

..


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www.yoyoway.com

- ..-

- + bill ( )+ +

..


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Friday, Apr il 13, 2007

Roadmap VI

Value Investort .... Roadmap

vi 10 ... ...

vi ...

step

1. vi

vi , one up on wallstreet, , The WarrenBuffett Way vi vi vi


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2. load www.sec.or.th .

load se-ed aprintmati idea . () se-ed

.

( 3-4 )

. ()

3 ( 56-1 3 ) load (
http://www.sec.or.th/http://www.sec.or.th/http://www.sec.or.th/http://www.sec.or.th/


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)

3. .... vi 1 "

" Buffett " 50% " demand ( ) supply ()

vi ""

" ()"


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Thursday, Apri l 26, 2007

Roadmap VI 2 ()

vi ....

4.

56-1, annual report, PocketBook

....

..


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Automatic 2 Key Success Factor

vi

..

.....

5. : .... 3

1. 2. 3. 4 1 2 .....


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conservative ..... .. ...

...

( 100% )

... 3 ...

.. ......


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5

1. 2. 3. 4. 5.

vi ... ..


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Saturday, May 19, 2007

VI

.... 1. 2. 3.

- IT city Q1/50 29.6 Q1/49 36.9 ... IT Notebook


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-

()

...

- ..

Q1 - - ...


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www.yoyoway.com

VI


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Wednesday, May 30, 2007

.. .. vi vi

1. -

vi ..... .. A super stock ..

10 11

.. 11 warrenbuffet

Blog ...

snc eps 1.1


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pe 9 .. 9.9 snc 10 snc eps

... snc pe 9-12 () 9 9 ... pe 12 ...

pe pe

...... pe 9-12 pe 7-8

2. -

port ...% upside 10 12 % upside20% 10 14 % upside 40% ...

3. -


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...

.. eps 2 eps 1.6 .... eps 1.6

vi 3

...

4. - ....

2 .. 1. 2.

..

..


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www.settrade.com> > clickAnalyst Concensus (

)

...()

56-1

100% ?
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1

Conservative ( )

""

pe a pe 8-10 5 40-50 40 40 ( 1.3 30.7 ) 40 50 50

Bias () KH 4 4.5 4.5 5

5 5.6 6 7


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8


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2

Ryuga ..

$$$ "" $$$http://www.thaivi.com/webboard/viewtopic.php?t=25762&start

=0

..

. Fact ... :)
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CEO Warren Buffet t

... ""Robert P.Miles.. 2 () Warren Buffett Annual report

buffett

buffet buffet Annual report 1-2 buffett ...

buffett .. buffett

. "St rong Buy"


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thaivi

.. ____________________________

VI 15% 50-100% 49 50

PE

10-12% 1


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10%

PE 2-3 PE

3

2


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3 Super stock

http://www.thaivi.com/ PE

3 PE PE 6-10 PE PE PE PE

PE PE 10 3

PE EPS

1 PE 8 8 EPS
http://www.thaivi.com/http://www.thaivi.com/http://www.thaivi.com/http://www.thaivi.com/


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EPS

PE EPS

VI

Good Governance

EPS EPS

PE

Margin of Safety 30%


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Tuesday, July 17, 2007

... .. DVDThaivi ( ) ...

..

.. 2

2 .. screen 400 ( )

.. 1 1


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2 ""

( )

focus .. 2

.. .. ".. 5

" ...........

focus .. ..


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2 ( ) ( )

. Circle ofCompetence


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P/ E P/ BV ROE

VI 3 ... 3

P/ E - Price/Earning per Share P/E P/E 5 5 ... P/E

P/ BV - Price/Book Value Book Value (Equity) ... BV (P/BV ) P/BV 1

ROE - Return on Equity Buffett ROE

... ROE 12-15%

Ratio 3 ..


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P/E = Price/EPS = Price/(Net Profit/Number of Share)

P/BV = P/BV = Price/(Equity/Number of Share)

ROE = Return/Equity = (Net Profit/Equity)

P/BV = P/E x ROE P/E P/BV ROE

1. P/E 10 ROE 5% 0.05 P/BV 0.5 P/E

P/BV 0.5 ROE 5% 2. P/E 10 ROE 20%P/BV 2 P/BV 1 ROE 20%

1 2 P/BV ROE ... 2 ROE P/BV ... P/BV P/E ROE

Port 4 P/BV 3-4 ( P/BV 1) ROE 30-40%

ROE P/BV 2 P/BV P/E

2 Buffett


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ROE P/E 2

Buffett ...

ROE P/BV ? --1. P/E P/BV ( 10 )

P/BV 2. ROE P/BV

ROE

Cycle ROE P/BV ROE 100%

10

ROE .. ..


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Monday, July 30, 2007

ROE ()

4 1. - 2. -

3. - 4. -

4

4 ROE

A - ROE E E (

)


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(Return) ROE AA ( ROE ) A

Growth Stock

B - D/E 2.5

D/E E () ( ) ROE

B

cycle

B

C -

100% (R) E ( ) ROE ROE 15% C

D - C


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D ( E )

E RROE

4 ROE 4 ROE 4

ROE D/ E

ROE D/E

...

ROE ROE ROE

D/E (dept/equity) D/E "High Risk High Return" D/E ROE D/E ROE ()

D/E High Risk ROE Low


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Return D/EROE Low Risk High Return Port

. ROE ROE


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set settrade

50% Motivation

50%Market Cap

BJC TCC 50% ThaiBev

ticon


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snc ( ) ticon

snc snc holding snc 50%

....


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Tuesday, September 11, 2007

thaivi

************************************

snc oppday snc 47 oppday 48 snc oppday ...

56-1

snc snc - -

snc


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snc

- - - snc miniMD ( woody mini MBA)

snc 3.30-3.40 snc .. snc

3.4

snc ( 90% ) snc snc 100% snc snc oem


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100

100

snc 1 port ...

snc oppday

snc snc 3.3 3.5 3.8 4 4.5 5.0 5.5 6.0

49 snc 6-7 5 GPM snc oem snc metal sheet

"" snc snc 7

GPM

snc


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oem - GPM 48 -49 1 snc

1 8 snc 10 2 GPM 20% snc 10 snc 12 2 GPM 16.7% GPM - Metal Sheet Breakeven Breakorder () 10 snc 5

()

- "" ()

50 snc 7 1

oppday Q1

economy of scale


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admin admin ... 7 8 9 10 11 12 13

visit 14 .. 50 snc

( 13) snc 13 .... 16 16 .. vision

13.5 ... 13.6

18 ... hint

... .... 500 snc

3 .. snc

PO 100


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1000 ... :shock: 1 ...

... .. dilute RO ... ( )

RO ... " .."

snc 12

18 1 floor ... snc dilute .. .... PO .. PO

PO ... snc 49 ... ....

""

...


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.. ...

... Happy Ending


251/399

~ 251 ~


Monday, October 01, 2007

vi 2

vi TheIntelligence Investor

Philip Fisher

Common stock Uncommon Profit

vi warrenbuffett buffett 80% fisher 20% (buffett 20 fisher 80


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)

2

"

"


253/399

~ 253 ~


Saturday, November 17, 2007

2

1. pe - pe pe pe 2. Growth - growth 25%

2 ...

( ) 6 eps 1 pe 6 growth pe 8 ( pe pe

)


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- 25% pe 6

25%- pe 8 1 1.25 10 67% 1 - ( port )

pe 8 10 12 15 25% pe 8 10 12 15 10 12.5 15 18.75 6 67%108% 150% 212.5%

3 snc uec ums 3

pe 8 growth 3 25-30% pe 6-7 3

pe 3 12 (ums 15) snc 7 14 uec 12 40 () ums 15 100 ( )


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3

1 - 25% 10% pe pe 10 10% eps 1.1 8.8 11 6 - 25% pe 6 8

25% 67%

2 2 3 port 100% ( 100%

3 )

- 20-25% pe 15 20 growth pe growth

growth 25% 5% pe ( pe pe ) - growth pe 10% pe 10% pe


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10%

2 1

2 port ( 50% )

pe 12 pe growth

. Peter Lynch

PEG .... p/e growth .. ..


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~ 257 ~


Thursday, November 29, 2007

()

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Yoyo's Investing Way 2006-2010