BPPLAS

Look like it start to head out. Next week will able to see the clearer picture. Hope I can confirm the bottom is reached next week.

MPHBCAP

The uptrend line is beautiful. Price 2.00 is soon to be reached.

A&M: flush out weaker or ending of uptrend?

Need more time to confirm. But I believed it can go further as new giant deep sea port will surely bring A&M to higher potential gain.

HIL: New largest shareholders

I run through the listing, noticed 2 investors joined HIL

Yap Kok Weng
Beh Hang Kong

Pls google who they are?

BP Plastics Holding Berhad

After sell some of the HIL, finally I have additional fund go to buy other stock. I have monitored BPPLAS long time already, now I have chance to allocate some fund for it.
Now 1.4 for me is good entry price. I always like to buy a stock when it like zombie move, or dead walk. Meaning it has likely at bottom after long day of down trend movement.
Financial wise is cash rich company. I like company with big cash, manageable debt. BP Plastics somemore no debt. Then it turn out my favorite stock to monitor and of course to go in when fund is available.
This is growth stock as well, therefore, I will pump in $20k, and hold for something great to kick off.

MENANG: the army just start to attack

The head just out from the consolidation mode, so worth to monitor. Of course when I share it here, mean I've accumulated the share at my target. If you wish to join the war, I cannot stop you. :)

The army mission  is to break the enemy 1.00 wall. They just get out from the lovely country and heading to the enermy gate. I wish them can 'menang' in this war.

Financial wise this is so so only as it having a big debts as well big assets. But they have guarantee revenue from concession projects (mainly 3 projects).

They also have management crisis at top level. But remember crisis sometimes mean opportunity for us.

They also proposed 4 for 5 existing stock bonus issue.

They also got one interesting rumour which i cannot share it here, but is good for MENANG.

HIL: Plan B no need as this moment

HIL has conquered above 1.00 area, therefore, Plan B deferred and executed Plan A.

Rhb jewel

HIL: OK, It now above 1.00

The game now getting more interesting, whether it can stand above 1.00 is really my concern. Will sell some if below 1.00 again (plan B). Will further keep if it able to stand above 1.00 (plan A). So, let's see.

This is my plan. :)

A&M and HIL performance update

Look at how nice the uptrend line making by uptrend leader sheep and see how "nice" the downtrend line making by downtrend leader sheep.

Anyway, I believed  HIL will come. This is my good training for patience.

The come will by surprise shock, it can sudden limit up, or spike high just by few days. But I need to wait  this day.

Losing = Opportunity

Losing gives us an opportunity to learn, but many people do not seize it. And when they don't, losing really hurts.

M'sian, Indian Firms To Develop Port & Maritime City Projects On Carey Island

From D. Arul Rajoo

NEW DELHI, April 3 (Bernama) -- Malaysian and Indian companies will jointly develop port and maritime city projects worth about US$32 billion (US$1=RM4.42)on Carey Island in Klang, Selangor.

Prime Minister Datuk Seri Najib Tun Razak said the Indian companies were interested in Carey Island due to its strategic geographical location.

"It's a sheer coincidence that the Kabali film was shot on Carey Island, but off course, the Indian group is interested because of its strategic location," he said at the Roundtable Meeting with Captains of Industry here today.

Najib told his audience that he had a chance to meet Kabali superstar Rajinikanth in Chennai during his visit there on Friday, and the selfie with him has since become viral both in Malaysia and India.

Malaysia's MMC Port Holdings Sdn Bhd and Adani Ports & Special Economic Zone Limited of India are expected to develop the Carey Island Port Project worth US$9.39 billion.

The development of an integrated maritime city to the proposed Carey Island Port will see a joint venture between MMC Port Holdings and Sime Darby Property Bhd with Adani.

The integrated maritime city is worth US$22.78 billion for a 30-year period.

Najib also told the captains of industry that there are many exciting developments taking place in Malaysia, citing the recent US$7 billion investment by Saudi Arabia's Aramco and the Digital Free Trade Zone, the first in the world which was launched by him and Jack Ma of Alibaba last month.

On trade between the two countries, Najib said they hoped to achieve the US$15 billion target within three years, after the initial target in 2015 was not met due to global economic slowdown.

Najib also said the various economic transformation programmes taking place in Malaysia were bearing fruit, with the creation of 1.8 million jobs, reduction in poverty and doubling of gross national income.

The premier, who is also the Finance Minister, said Malaysia's economy was able to cushion the global economic slowdown due to the transformation, adding that the reliance on oil and gas had dropped to 14 per cent from 41 per cent in 2010.

"With our highly diversified economy, strong manufacturing foundation, developed infrastructure and connectivity, proactive government policies and sound legal system, we believe that there is enormous potential for further cooperation between India and Malaysia, and that our country can be your gateway for ASEAN and beyond," he added.

Najib urged the Indian businesses to take advantage of the wealth of opportunities offered by Malaysia, adding that the country had the highest percentage of Indian diaspora outside India.

"The market is open for your business and ideas. With joint efforts from both our countries, Malaysia-India economic trade and cooperation will be taken to new heights," he said.

-- BERNAMA

HIL: my wish list to HIL taukeh

1. Sell the low margin plastic injection manufacturing and focus high margin property market.

2. Bonus issue 1 for 1

3. Special cash dividend to reward shareholders.

4. Merger with A&M after sell of manufacturing business by way share exchange for 1 to 1 basic.

With this HIL will limit up. :)

A&M update

Purchase average 1.00
Current 1.54

Mudajaya

〈热门板块〉研究团队昨晚解读了成荣集团（MUDAJYA 5085）最新企业消息，即包括了它开始在印度卖电和获得LRT 3工程合约两大利好。
成荣集团在上月也获得太阳能发电厂生产合约，每年可卖2200万零吉电流给国能。
研究团队确认成荣基本面和消息面都是利好，再观察其技术图表，其股价刚突破二百天平均线，呈现向上利好走势。
它的缺点是成荣集团过去三季都交出亏损业绩，累积每股亏损是47仙。
评估它的未来和过去三季的颓势，〈热门板块〉研究团队认为，该股是有望出现U转，因此研究团队决定特别拟出一项交易计划。
成荣集团（MUDAJYA 5085）
U转合理累积价位：RM1.08-RM1.10
小目标：RM1.40 大目标：我们将观察未来业绩而调整
止损保本价位：RM0.68

From: Maybank Investment Bank Research

Mudajaya: Two positive news;  worst is over?
 
Mudajaya was awarded a MYR58.3m contract to undertake the construction and completion of light rail transit line 3 (LRT 3) from Bandar Utama to Johan Setia (Package PC2). The scope of works includes manufacturing and precast pier caps and other related works. The project is expected to commence in 2Q17 and complete by end of 2019.

Separately, Mudajaya announced that its 26% associate company R.K.M Powergen Pte Ltd in India has commenced the sale of 200MW of electricity (for its Unit 1) to several power distribution companies in Uttar Pradesh. Note that R.K.M is developing a 4 x 360 MW coal-fired thermal power plant.

With the LRT 3 job award, Mudajaya will be able to build up a stronger pipeline going forward. Its order book stood at MYR2.5b at end-2016, including 1) MYR558.6m MRT job; 2) MYR810m road projects in Penang; and 3) MYR1.33b JV contract for Pan Borneo Highway in Sarawak, just to name a few.

For R.K.M, the power sale is a pleasant surprise to the investment community. It appears that the worst is likely over. The remaining 150MW of electricity sale (for Unit 1) is pending an approval from Uttar Pradesh Power Corporation, subsequent to the Champa-Kurukshetra 800 kV HCDC pole and 765 kV Jaipur-Bhiwani transmission line which was commissioned on March 27.

2017 is about execution. With a construction order book of >MYR2.5b and the absence of MYR98.4m impairment (previous claims against CMC Machipex S/B which was dismissed), Mudajaya’s construction unit will be able to report better earnings ahead. Note that this segment recorded a loss before tax of MYR123.2m in FY16.

For the power division, the group reported a loss of MYR143.2m in FY16 due mainly to equity and accounting losses from R.K.M. But with the commencement of electricity sale for Unit 1, losses should narrow going forward. Note that Unit 2 has also achieved Commercial Operation Date. Meanwhile, Unit 3 and 4 of the IPP are at advance stage of completion and power purchase agreements (PPA) are under negotiation.

Mudajaya is a potential turnaround play but execution risk still prevails. For the group to return to black, it hinges very much on the construction and power divisions. Investors may have to stretch their investment horizon as the PPA will need time to crystalise.

At current price, the stock is trading at 0.7x P/BV, on par with its 3-year historical average P/BV. Note that once the group returns to profitability, there could be a change in valuation matrix to PER, which could be another catalyst to share price.

MPHB CAPITAL BERHAD (5237)

It just coming out from the long term bottom. No doubt of the strong fundamental in term of strong balance sheet and improving top line revenue.

HIL going to break all time high soon!

HIL aggressive expansion to property market by way acquisition of big land and new project launched like Amverton Green at strategic and mature of facilities location. This will surely ensure the future revenue pipeline continue to supoort strong bottom line peformance.

I believed the price now is very attractive therefore I'm continuely collect in any price weakness. Therefore, I need be very patience and I believed the breakout will happen soon.

Also, if based on Livermore theory which sister stock will normally move together. A&M already move up from 1.00 to 1.50, therefore, with this theory, I believed the breakout above 1.00 is soon to be seen.

7-Eleven SEM: Good dividend give

〈股海寻宝〉看好的这家公司就是大马7/11控股（SEM 5250），它的股价从RM1.95回调至RM1.37-RM1.45水平有一段时间。
为什麽研究团队看好丹斯里陈志远控制的这家公司呢？
第一， 它的生意模式，是政府投资机构偏好和喜欢，即包含了连锁及专利权。
第二， 7/11的品牌是国际品牌，它的销售网络遍布全国。
第三， 它是便利和零售业的龙头公司，政府30亿零吉基金进场，行业龙头一般都在名单内。
除了三大理由，研究团队的看法是，RM1.30是它的底部，下跌风险有限。
反之，其上涨潜能空间比下方空间要大得多。
考虑以上因素，研究团队为手上的资金，拟出最新交易计划和赞助会员分享：
7/11控股（SEM 5250）
突破进场价位：RM1.50-RM1.53
小目标：RM1.96 大目标：RM2.50
止损保本价位：RM1.25