Semen Baturaja Tbk Follow up

Five months ago, I discussed how overpriced Semen Baturaja Tbk was with its P/E at 67x at that point (see this post). Since then, its share price rose another 70%. Either I'm stupid or the market insanity has gone even higher. Source: Google Finance Semen Baturaja's 16Q3 revenue was flat yoy but its earnings dropped … Continue reading Semen Baturaja Tbk Follow up


Dollar General (FY16 Q4 result)

Last week, DG released its Q4 result. Revenue was up 13.6% yoy while earnings up 10.1% yoy. It's considered a good result, and its EPS of 1.49 beat analyst estimate of 1.41. Its share price was up nearly 4% on the day of announcement, but now it's nearly 3.5% below the pre-announcement price. My Trade I … Continue reading Dollar General (FY16 Q4 result)