SEB: waiting oil & gas charging bull!

Cold stock, low profile and quiet as no much volume due to liquidity.

But, this type of stock normally is explosive stock once the catalyst hit in.

The company start making profit, nevertheless due to Covid19, it retreat from 0.60 to 0.50.

I believed it will be going to become explosive stock due to its new management, new boss and new many projects.

I've this stock in my portfolio.

Quarter: Start making profit!

Annual: after new management, the company now at break even level (only make a small profit). Last few years the financial performance really in deep shit.

So, if the company 2020 start making profit, what will happen to the stock price? It going to be very explosive stock!

BPPLAS: COVID19 only impact to BPPLAS temporary!

No matter what business, you still need to pack and send!

1. all your gloves send to customer also need to pack right?

2. now forwarder business very good due to online business especially PosLaju, but you also need to pack and send to customer right?

Oh....Yes!

This is simple to explain why BPPLAS still able to make profit because you still need to pack right!

Also, it consistently give 2 sen dividend every quarter, better than your bank!  

I got hold this stock!

COMFORT & RUBEREX: Reaching the peak

Let's see COMFORT could make another peak or not.
Chance is not so high, but who know COVID19 beside killing people also able to push the stock to another limit!
I'm watching only, no buy no sell.

HIL: invisible hand acquiring!

After AMVERTON privitisation at 1.20, I believed the same boss will launch another privatisation for HIL as the company also at deep discounted market value and the stock not liquid.

I hope this time they can at least offer 1.00.

The price no impact from covid19 impact as it still stay at 0.5X.

BPPLAS: Fast recover from Covid19 impact

Never expect BPPLAS able to recover back to the pre COVID19 impact price.
Look at the volume, it look most likely will form a bull run!

May: The End Game for MPHBCAP?

Market value:  MYR 511 million ( or 0.5 billion)
Net Tangible Company value: MYR 1358 million (or 1.36 billion)
Gap between market given value versus company fair value: - MYR 847 million (or 0.8 billion)

Market given price: 0.7x

Company real value: 1.9x

Unrecognised value: - 1.2x