SUCCESS and SEM or 7-eleven

Success ending 1st wave bull
SEM is look like bottom already, time for me to go in again.

GUNUNG

Something, someone is behind the scene.

Inspiration today...

One thing we cannot avoid in our life: Dead... even how good how smart you are...
one thing achievable is happiness if you mean for this, if you looking for this direction

One thing we cannot avoid in the stock market:
Get stuck on share... even how good how smart you are...
One thing achievable is happiness if you mean for this, if you choose to invest in value

Success on track, A&M under perform

Both sharing high % share of portfolio. Lucky Success rise up able to boost the 2016 portfolio performance which able to cover the under perform A&M.

Teck Guan Perdana: Explosive stock

Making profit, but is a net debt company. Cash flow so so only, but suspected bonus issue 1 for 1 will be announced. Resulted share price surge up.

RM16bil Pan Borneo Highway jobs awarded

*RM16bil Pan Borneo Highway jobs awarded*

The seven packages bagged by public-listed companies and their JV partners are:

🔹Hock Seng Lee Bhd🔹- Dhaya Maju Infrastructurte (Asia) Sdn Bhd JV (Bintangor junction to Julau junction and Sibu Airport to Sungau Kua bridge (75.97km) (RM1.71bil);

🔹Naim Holdings Bhd🔹- 🔹Gamuda Bhd 🔹JV( Pantu junction to Batang Skrang (89.44km) (RM1.57bil);

🔹Zecon Bhd🔹Kimlun Sdn Bhd 🔹JV (Serian roundabout to Pantu junction (75.02km) (RM1.46bil);

PPES Works (Sarawak) Sdn Bhd (a subsidiary of 🔹Cahya Mata Sarawak Bhd)-🔹

🔹Bina Puri Holdings Bhd 🔹JV (Sungai AWIK bridge to Bintangor junction)(64.49km) (RM1.36bil);

Musyati Sdn Bhd-🔹Mudajaya Group Bhd🔹 JV (Sungai Kua bridge to Sungai Arip bridge) (63.68km) (RM1.33bil),

Endaya Construction Sdn Bhd-🔹TRC Synergy Bhd🔹- Pembinaan Kuantiti Sdn Bhd JV (Batang Skrang to Singai AWIK) (67.94km) (RM1.31bil)

🔹KKB Engineering Bhd🔹WCT Holdings Bhd 🔹JV (Sungai Arip bridge to Bintulu Airport junction (64.53km) (RM1.29bil).

http://www.thestar.com.my/business/business-news/2016/12/19/rm16bil-pan-borneo-highway-jobs-awarded/

High dividend yield stock

Stock pick

Engineering & Construction Sector (OVERWEIGHT)
Contracts To Flow From Extended Infrastructure Cycle
Sector Update
The extended infrastructure cycle is likely to keep construction contracts flowing. Together with various affordable housing projects and several high-profile developments, this would keep local contractors busy in the coming years. Therefore, we reiterate our OVERWEIGHT stance on the sector. Our Top Pick for the sector is Gamuda for large-cap counters, while our preferred small-cap pick is Gadang.

Strong USD theme play stock

Election theme play stock

Stock pick

♦ *RHBIB

Dear My Value Client,
Potential stock to buy today:
Date/日期 : 14/12/2016

1. *IQGROUP (5107)*
Price/现价           : 2.58
Target price/目标价: 2.73, 2.90
Cut loss/止损价    : 2.35
** Syariah
Sector/领域: Consumer Product

2. *PMETAL (8869)*
Price/现价           : 1.70
Target price/目标价: 1.89, 2.00
Cut loss/止损价   : 1.52
** Syariah
Sector/领域: Industrial Product

3. *EKOVEST (8877)*
Price/现价           : 2.38
Target price/目标价: 2.60, 2.80
Cut loss/止损价    : 2.22
** Syariah
Sector/领域: Construction

4. *PENTA (7160)*
Price/现价           : 1.29
Target price/目标价: 1.40
Cut loss/止损价    : 1.20
** Syariah
Sector/领域: Techology

5. *HIBISCS (5199)*
Price/现价           : 0.32
Target price/目标价: 0.35, 0.385
Cut loss/止损价    : 0.29
** Non-Syariah
Sector/领域: Industrial Product

HIL is moving up but A&M is moving down

HIL will privatise by A&M through the share exchange?

HIL is really trying hard to go 1.00

Trying 4 times during this year to reach 1.00, but always stop at 0.90. Will this time make a different? Let's wait and see whether it can close above 1.00 before new year.

RGB: Director selling

Time to follow director to sell?
Maybe he just need money to celebrate Christmas.

YLI: my profit turn into loss

After announced the profitable result, but price accelerate downward. Turning my book profit into loss. Sigh...

AEON Credit Service

Aeon Credit Service (ACSM MK, BUY, TP: MYR16.00)
Expectations Of Sustained Growth
Results Preview
We expect Aeon Credit’s 3QFY17 results to be in line with our expectations with no major surprises. Loan receivables growth is expected to be on track to meet our estimate of 19% YoY growth for FY17F, while we forecast NIMs to remain compressed. Asset quality remains the key highlight to the results as we expect improved credit cost ahead from lower impairment allowances. We maintain our earnings forecast and TP of MYR16.00 (17% upside). Following a recent share price correction, we upgrade the stock to BUY (from Neutral).

Pump and dump: AMEDIA

Market really not good now, cannot roll over the money, then resulted reaching pump and dump stage.

Oil stock

CIMB pick

CIMB 2017 top small cap pick: DRB-Hicom, Bonia Corp, Sasbadi and Karex.
CIMB 2017 小资本股推荐：DRB-Hicom, Bonia Corp, Sasbadi and Karex。

DRB-HICOM

DRB-HICOM (DRB MK, TRADING BUY, TP: MYR1.71)
Who Will The OEM Partner Be?
Results Review
After cuts to our earnings and changes for its equity stake in Pos Malaysia and Corwin Holdings, our SOTP-derived TP falls to MYR1.71 (from MYR2.00, 74% upside). A significant re-rating catalyst – in the form of the potential OEM partnership (results to be announced in 1H17) – is pinned on expectations for the partner to provide equity injection into Proton and thus reduce DRB-Hicom’s stake of Proton losses in the near term. We expect news flow to remain positive in the coming months, coupled with a steady stream of bookings for its newly launched models. While the longer-term outlook remains uncertain, its share price may exceed 15% for the next 3 months. We change our recommendation to TRADING BUY (from BUY).