PARKSON - Members day Mega Sale is over soon?

Every rushing to buy in on last day of mega sales? Look like the price trying to ending the downtrend process.

HIL - 500 guy missing, but 1'000 guy take the replacement?

Something cooking soon? This buy volume is huge for HIL!!! Can easily trigger limit up.

AIRASIA - NO LAH...WHERE GOT

As expected, this is too nice to be true for privatisation. Normally, if this going to happen, retailers will only last last last person know about this. For instance, if got take private at 3.00, the price will move up slowly by some well informed investors collection, the price will trend up nicely as investors keen to buy slowly and will slightly put up the price to collect. Because some well informed investors also buying but cannot too obvious too. When public know and public shooting the bull, then that's the time they unload. To unload with big volume, they need retailers for share exchange. Therefore, this is simple to understand why retailers always locked in the jail and the looser always among them.

An extra 1 degree - An extra patience

At 211 degree F, water is extremely hot
At 212 degree F, water boils and become steam

Steam got power to run engine, turbines and contribute huge amount of engergy

All it take is....only 1 more degree
After you've invested in potential value stock, only 1 step further to wait the energy explore. This is just a matter of time.

ABRIC - volume surge up significantly

Volume building up significantly, however, look at the 5 years chart, it look very risky to go in and negative outlook in risk and reward. 2 peaks towers already build, likely to build another one? Is "THEM" kind enough to release jail for those locked at the two towers? I don't think so but of course it can out from my expectation. QR performance nothing interesting to highlight as is in loss position, only interested to know how the huge cash to be utilised.
I will not aim this bull as very risky in margin of safety.

SUNCON - 1.21b projects

Mar 28: MRT Corp says awarded RM1.21b viaduct project to Sunway Construction. viaduct is for Sg Buloh-Serdang-Putrajaya line  /TheEdge

AIRASIA - unofficial news for privatisation is only for share exchange?

Don't you think the news too nice to be true? I guessed this is only a news for share exchange. Retailers, pls be careful.

EKA - Pump and dump

Old style but best way for "them" to gain huge

COMCORP - too aggressive today and same as last push up

Be careful, not a margin of safety play, more towards to buy high and sell higher, chance to get reward is quite risky. Great QR performance is the today price stimulation.
The uptrend line look aggressive and not in progressive way.

Stock market rewarding humble investors

If you need to fill water, your cup need to be lower, only your cup will be fill.
Same in the stock market, if you wish to learn more and earn more, be humble, lower yourself then you will only be filled.

SUNCON - Continue aim the bull trend

Continue new high creation or value creation.

Value investing pillars

HIAPTEK-The worst is over, the return of the uptrend

Will be well support by attractive bonus issue come with right issue.

MMCCORP - deeply undervalue?

That's also mean market inefficient to price it? I think market has its own valuation.

MMCCORP (2194) - A Waiting Value Unlock

1. Deeply undervalue counter
2. Their Malakoff new plant just start commission Monday - More income (eleS
3. NCB will contribute possitively and all their port business may list to unlock big value
4. MMC-GAMUDA JV is 50-50%, mean MMCCORP will benefit from MRT2 upcoming project
5. It''s a huge group with lots company especially the port business its self worth a lot
6. It's hard to explain in detail, but you should read the link below

http://klse.i3investor.com/blogs/rhb/92879.jsp

7. Short term Target RM 2.20, next RM 2.60.

Challenges equal testing; grateful equal blessing

Stock investing will has a lot challenge, but take it as part of testing.
Stock investing is a grateful thing when your investment rewarding, take it's as part of your blessing.

SCIENTEX- Old trick but best trick

Refer back to previous post, this is expected. This is for feel 'cheap' and attract huge buyers for sellers unload.
Scientex plans one-for-one bonus issue

KUALA LUMPUR (March 22): Scientex, which has just announced a 79.2% rise in its latest quarterly net profit earlier today, is proposing a bonus issue on the basis of one bonus share for every one existing Scientex share held, on an entitlement date to be determined later.

In a bourse filing, Scientex said the exercise will involve the issuance of up to 230 million new shares to reward shareholders

Source: The Edge

MYR - basically the downtrend is over, building up uptrend

Export theme is over, so what's next?

成也风云, 败也风云

Sunway - assets appreciation machine

Lead by strong and capable management team and the leader is ambitious.

ANZO - Pump and dump stock is back?

Look interesting.

Cut loss - Understand your basic of initial decision before you execute it

If you buy a value stock and you understand you're not chasing the high, the price you go in at consolidation stage and the most important you know that, this company is generating profit, healthy cash flow and debt, and business is growing. But the price is going down further aftet you bought in.
Should you sell it or CUT LOSS?
My answer is NO, keep it. You bought the right stock, the only mistake you have made is ONLY buy at wrong timing. As timing is most difficult part in stock investing, don't expect you can perform perfectly. I would say this is very difficult or impossible to get it right at the right timing. Or merely you just a lucky guy bought in at the right time not because you're smart.
Therefore, keep it simple, admit the buy mistake in wrong timing . You will also soon to know the most difficult is selling timing. This can happen when you see the gain, but next week it wipe out completely.
Believed for value stock, the price will will grow. It just a matter of time only. Invest in patience, profit from patience.

Heat wave

Dear all, Due to the Equinox phenomenon that will affect Malaysia in the next 5days. Pls stay indoors especially from 12pm-3pm daily. The temperature will fluctuate till 40 degrees Celsius. This can easily cause dehydration and sun stroke. (Ps: this phenomena is due to the sun directly positioned above the equator line. )
Please keep everyone inclusive of yourself hydrated. Everyone should be consuming about 3 litres of fluid everyday. Monitor everyone's blood pressure as frequent as possible. Many may get heat stroke.
Cold showers as frequent as possible. Reduce meat increase fruits & veg.

Heat wave is no joke! Place a new unused candle outside home area or exposed area. If candle can melt, its in dangerous level.
Always place a pail or 2 water half filled in living room & each in every room to keep moist temperature down.
Its first experience in Malaysia..Heat stroke has no indicative symptoms. Once fainted, its seriously dangerous as organ failure kicks in.
Always check lips, eye balls moisture.

HSL - Sarawak election counter hot link

All time high and I guessed this is not the peak.

Scientex - another all time high

Really jeolous to the investors who still stay long with SCIENTEX. If we can get one value investing stock like this, this is really fantastic. I hope HIL which have similar business model in one day able perform like SCIENTEX.

Government study pos tariffs

POS Malaysia - 3Q16 Analyst Briefing
Author: kltrader   |   Publish date: Fri, 18 Mar 2016, 09:39 AM

Highlights/ Comments
Earnings for 9MFY16 were mainly affected by transshipment business and staff costs (higher on the back of collective agreements with Pos labour union which is estimated to cost additional RM25m per annum).
Transshipment contributed RM125m for 9MFY16 vs. RM35m for 9MFY15. However, net margin was low at 2-3% (vs. expectations of 8-10%), mainly due to RM depreciation (as revenue was charged in RM while cost structure was in Special Drawing Rights – basket of foreign currencies). Management managed to renegotiate for US$ denominated sales, which will improve its margins going forward. However, business volume may slow down given the higher effective pricing in US$.
Management regarded the acquisition of KLAS group (including KLB) as an important part of its strategic future growth plan to become a key total logistic solution player in the country.
The effectively lowered acquisition price of RM589.8m (based on RM2.40/share vs. original quoted RM3.33/share) reflects DRB’s commitment and confidence towards Pos long-term transformation plan post acquiring and consolidating KLAS group.
Dilution impact is unavoidable, given the low earnings of KLAS group of circa RM25-30m per annum (additional 24.3- 28.0% to FY17 earnings) vs. additional share base of 245.75m (45.8% of existing share base) to DRB.
We are positive on the long-term benefits of KLAS consolidation and extraction of synergies to diversify and boost earnings potential. However, we expect a gestation period of at least 1-2 years post consolidation (EPS drag), given the capex and expansion costs. We remain our reservation on the execution ability to reap full synergistic benefits from the consolidated entities.
Pos has strong net cash position of RM500m, which will be utilized to finance its own capex of RM200m for FY17 as well as the expected capex for KLAS of RM50-70m and KLB of RM50m. On the other hand, dividend payout may be affected, another concern for shareholders.
Risks
Inability to raise postal tariff;
New initiatives fail to mitigate declining mail volume; and
Sharper-than-expected decline in mail volume.
Forecasts
Unchanged, pending completion of the exercise by 2QFY07.
Rating
HOLD

Positives

(1) Growth opportunities, leveraging on DRB Group and newly acquired Konsortium Logistics; and (2) Strong balance sheet.
Negatives

(1) Huge staff numbers; (2) High rigid cost structure; and (3) Highly regulated industry.
Valuation
Maintain HOLD recommendation with unchanged Target Price of RM2.40 based on 12x P/E for FY03/17, on the potential earnings drag from the acquisition of KLAS.

Source: Hong Leong Investment Bank Research -

How is value stock look like?

How to know it? Study the PnL & Balance sheet. 80% of answers will be able to find from both.

IPO - SALUTICA

New IPO : SALUTICA BERHAD
MITI Offering
Start : 17/3/2016 (Thursday)
End : 23/3/2016 (Wednesday) before  12.00pm

- Salutica Bhd, an original design manufacturer of electronic components, is looking to list on the ACE Market of Bursa Malaysia with an initial public offering (IPO) of 101 million shares.
- Salutica’s subsidiary Salutica Allied Solutions Sdn Bhd markets its own products including Fobo Tire, a tyre pressure monitoring system that uses Bluetooth technology to monitor tyre pressure.
- IPO comprises a public issue of 78 million new ordinary shares of 10 sen each in Salutica and offer for sale of 23 million existing Salutica shares.
- The 78 million shares represents 20.1% of the enlarged issued and paid-up share capital of the company, of which 19.4 million will be issued to the Malaysian public, 9.7 million for eligible directors and employees as well as persons who have contributed to the success of the group, 10.1 million by way of private placement to institutional and selected investors and 38.8 million by way of private placement to identified Bumiputra investors
- The gross proceeds from the public issue are expected to be utilised for repayment of bank borrowing (26.9%), capital expenditure (capex) (27.5%), research and development expenditure (15%), working capital (23.6%) and estimated listing expenses (7%).
- For the financial year ended June 30, 2015, the group posted a net profit of RM27.41 million and revenue of RM192.52 million compared with net profit of RM60.12 million and revenue of RM204.13 million a year ago.
- RHB Investment Bank Bhd is the adviser.

SCIENTEX - Very powerful bull run stock

Very successful business model with combination of manufacturing and property business. Both businesses laying golden eggs. Property business not affected by slow market as well. I believed the price is now at peak, surely a bonus issue will propose to make the price has a feel "cheaper".

SALCON

Rebounding from bottom after the 2 towers built. 3rd towers is coming.

EKA - "Goreng" noodles

Financial result bad but traders like noodle. Hot weather impact higher noodles demand?

Very Important Message 麥莫比：馬幣低估28%‧馬股估值誘人 MYR understated 28%!!!

Avoid export stock if this is true!!!


(吉隆坡15日訊）“新興市場教父”麥莫比認為馬幣目前仍被嚴重低估28%，使馬股顯得非常誘人。


美股見頂 新興市場再現魅力

 

麥莫比還預測美國股市已經見頂，未來投資趨勢將重新轉向過去3年落後大市的新興市場，包括馬股在內的區域股市有望重新爆發。

麥莫比說，以美元計算，馬股去年慘跌約20%，主要是受馬幣重貶近19%所累。在經濟展望仍強，及馬幣低28%的支持下，深跌後的馬股顯得非常誘人。

“這是我們繼續持樂觀看法，以及持續買進馬股的主要原因；雖然馬幣是今年至今表現最好的區域貨幣之一，卻仍被嚴重低估。”

截至今日下午5時，馬幣兌美元報4.1320令吉。

也是鄧普頓新興市場集團（Templeton）執行主席的麥莫比，在出席證券監督委員會（SC）主辦的2016年全球新興市場研討會（GEMP）時表示，大馬經濟成長情況保持良好，外匯儲備雖有減少，卻仍保持在健康水平。

“外貿盈餘也相對出色；實際上，沒有多少國家具備如大馬般的外貿盈餘。”

麥莫比解釋，歐州和日本等先進國如今都已採用負利率來刺激經濟，但這也變相鼓勵投資資金流向新興市場，尋找高回酬機會，加上新興市場資產過去3年表現落後大市，投資條件更有魅力，種種因素都顯示資金很可能回流新興市場。

“試想，若你把錢存進銀行不但無息可收，還得付費給銀行，那就自然會另尋能提供高回酬的地方，條件優渥的新興市場就是這趨勢下的贏家，因無論在週息率、資產估值或資本升值空間方面，新興市場都遙遙領先。”

同時，麥莫比也不看好美國升息將吸引游資重返先進國的看法，直言聯儲局（FED）雖在去年杪正式升息，近來卻似乎對繼續升息有猶豫，甚至可能放棄在今年升息。

他預測，美國股市已經見頂，未來可能陷入鞏固狀態，甚至出現回調。

 

奧列治：財赤不超5%
可接受

另一方面，赴會的世界銀行東南亞區董事奧列治則指出，一般上，只要大馬財政赤字不高於5%，都是可被接受的水平，但若能進一步降低赤字則更好，因這有助深化政府運用財政振興措施的空間。

奧列治還說，家債偏高可能影響市場消費，尤其當政治或經濟情況讓消費者感到不舒適時。

“不過，國民的有形資產擁有率偏高是大馬的強處，對中期經濟成長有利。”

 

熊市近尾聲

麥莫比稱，新興市場目前正處於過去28年來的第四次熊市，但就過往資料來看，熊市平均壽命只有14個月，暗示自2014年8月持續至今、已耗時16個月的新興市場熊市，可能已來到尾聲。

 

熊市平均壽命14個月

以MSCI新興市場指數作準，新興市場過去28年裡只曾出現4次跌幅超過30%的熊市；第一次發生在1998年（跌55%，耗時13個月），第二次則在2001年（跌40%，耗時17個月），接著是2008年（跌65%，耗時12個月），然後是目前仍持續中的第四次熊市。

MSCI新興市場指數自2014年8月以來已累積38%跌幅。

“過往資料顯示，牛市的時間明顯比熊市更長，漲幅也更兇，這是我們為何選擇把新興股市過去3年的拋售現象視作進場機會。”

 

油價需數年復甦

另外，麥莫比也認為油價近年因供過於求而一度暴跌超過70%是不合理現象，看好油價在未來幾年裡逐漸復甦。

他解釋，過往資料顯示石油供求之間向來存有差距，但落差不會超過5%，最新數據顯示石油供應雖高於需求，但落差也仍保持在正常範圍內，因此推算油價暴跌主要是由市場情緒觸發，而且會在未來正常化。（星洲日報／財經）

點看全文:http://biz.sinchew.com.my/node/133099#ixzz42yxOR8Vy

COMCORP and OCK- the return of "goreng" activities

2nd line stocks momentum play is back. COMCORP and OCK lead the way.

The reason behind the sudden oil price jump

OCK - RHBINVEST CALL

OCK Group is testing the MYR0.735 resistance level.
There could be a bullish continuation if this level is breached, with target of MYR0.80 and MYR0.83.
Cut loss at MYR0.695 at a limited downside risk, although key support is at MYR0.66 for longer term traders.

OCK Group (OCK MK, BUY, TP: MYR1.02)
OCK is an emerging towerco play in Malaysia with an ASEAN footprint. The landmark deal with Telenor Myanmar is a major coup and could potentially see a USD15m uplift in lease rentals when the sites are fully commissioned in 2017. BUY with a DCF MYR1.02 TP (from MYR1.06, 44% upside, WACC: 9.4%, TG: 1.5%) which translates into 10.5x FY17F EV/EBITDA, at a discount to the much bigger Indonesian peers for its smaller market cap/stock liquidity. We project a commendable 35% core earnings growth in FY16 (FY15: +49%) on:
1. Steady expansion of its site maintenance segment.
2. Robust 3G/LTE/fiber deployments locally.

KAREX - Restoration of damage uptrend line?

Is it still safe to go in? In term of margin of safety, the answer is absolutely no. In term of favourite, KAREX still able to attract buyer to come in when the price retreat lower as investors keen on its stable and strong financial performance.

SAM - technical rebound or continue bull run

Suitable only to trade short term. Take the profit if any.

HIAPTEK - declaration of end of downtrend, rebound in progress

Bottom done
Rebounding progress initiated...

TOPGLOVE - short term is a sell call

Someone asking is it now a good time to buy? I would say no as risk of margin of safety and the price was now in downtrend.
When is a good price to enter? I would say 3.00. My opinion only.
From the chart we can see the price now in selling pressure, i believed the price will continue move downward till the support level. Say 3.00.

ENGTEX - 2nd favorite steel stock to collect

Waiting a breakout.

Steel King PMETAL leading steel stock

Uob Kay Hian Daily Top Pick, 14 Mar 2016

Hibiscs, 5199
Buy TP, 0.335, 0.38( only breakout at 0.22)
Support, 0.14
SL, 0.135
Time Frame, 2 weeks to 2 Months

Bjauto, 5248
Buy, TP, 2.49, 2.63
(Breakout, 2.26)
Support, 2.08
SL, 2.07
Time frame, 2 weeks to 3 months

Daiman, 5355
Buy, TP, 2.53, 2.67 (Buy Range, 2.24-2.28)
Support, 2.20
SL, 2.19
Time frame, 2 weeks to 3 months

LITRAK - POWERFUL BULL is coming

Another all time new high is in making.

PMETAL - WRITE UP!

JMR - Hit limit up, privatisation?

March limit up stock!!! The price also at all time high!

PMETAL - heading to 3.00

Steel stock king was leading the way.

KMLOONG - VERY strong buying force

MUDA - Creating a 3rd wave of new high?

Today a strong rebound leading to the 3rd wave of new high. Most likely will happen. Financial was a growing performance.

SUNCON

My favorite construction stock. The uptrend was still intact. SUNCON always the best candidate in competing government big scale projects.

KESM - My favourite Techno stock

Recently rebound was a technical rebound or end of downtrend / correction? Still need more time to monitor. Also, aim the bull can divide into 3 batchs entry point. Now is the 1st point to enter. In term of financial performance, always still the excellent result. Forex gain is only partial of it, core business was still profitable and growing.

CAELY - Uptrend intact

Building up the uptrend line in slow and steady mode. Financial performance was improving. Worth for collection at current price.