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Next counter after CSCsteel.
After the last sharing on CSCsteel.
Cscsteel surge up together with those steel related counter.
Those who are gone up in high precentage are basically with huge inventory and HRC/CRC related steel counter as recently many ppl shared the shut down of Megasteel.
After quarter result out , the 2nd major shareholder , Mr Gan had stopped to dispose. (or he had less that 5 percent now) but based on Bursa statement, he still have around 5++ percent.
Personally felt that as long as China have determination on cut down the production supply of steel , surely the steel price can maintain on this level or even higher then.
of course the current share price of steel related company had factor / forecasted the future earning.
Bear in Mind , Q3 result maybe lower than Q2 for cscsteel and half of the steel counter.
Been told that OTB also collecting alot of cscsteel on last month, and he give a very high TP on cscsteel.
Thanks OTB for pushing up cscsteel.
Believe that in 21st jun 2016 , those who have comcorp had a nightmare as the share price plunge around 30 percent in few hours of time.
Many comcorp shareholders start to dispose as they think this counter is manipulate by syndicate/big crock
after some study on Comcorp i believe that comcorp is still doing well- following is some of my sharing.
the result of comcorp really attractive me as coming result will surely beat the YoY result and make the EPS stand on 14-16.
By taking 15 x PE7 it should basically worth over rm1.00
VS also doing EMS and marker willing to gave PE10-11 to it.
Give discount of 30 percent because Comcorp never give any dividend before and also margin of safety.
most of the revenue 96 percent are from EMS, and 100 percent of the EMS product is for export.
for this coming Q2 the foreign exchange will be positive as below shown the USD to MYR exchange for the month of May to July.
but Forex exchange gain is only the bonus.
The attention should put on the grow of the revenue as they secure the contract
Comintel’s higher shipment of products for the automotive industry includes its global positioning service (GPS) tracking device, called Xirgo.
The product is utilised by North American insurance companies for tracking purposes in order to determine the appropriate insurance premium customers should pay based on the way they drive.
The company is cautiously optimistic on its outlook for Xirgo, citing the possibility of the Malaysian car insurance market moving from being controlled by the central bank to an independent entity.
“It will also open up potential in the domestic market if local insurance companies adopt the GPS tracking practice,” Lim said.
North america had contribute 80 percent of their total revenue. with the current economic on North america look good and dont seem their will be a downturn of demand in Q2 and Q3. so the revenue should be able to sustain in 100mil +-
Risk
Comcorp will still suffering loss on the SIMS segment but from the annual report/ quarter report. it shown that the loss is getting lesser and lesser.
EMS segment the margin is low. (EG , VS )
Growth prospect
Comcorp will have very high potential if they able to pass the and obtain the certificate from SIRIM for their LED product. which u able to look ant D&O , JHM as their margin if much more higher from the EMS segment.
Further more the LED for the automotive is able to generate even higher margin and the market still have alot of space to penetrate.
Cost effieciency and product improvement also will be the key to increase their margin.
THe balance sheet and cash flow of comcorp consider healthy. 
With the share price of 0.830 on 15th September it still consider cheap.
Buy Call for Comcorp.
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Discussions
2 people like this. Showing 50 of 55 comments
OTB gave buy call when it is around 1.45. Gave buy call to his subscribers but he didn't buy? Would you believe him?
2016-09-16 15:05
kchia, how do u know he didn't buy? Pls share where to get this info?
Posted by kchia > Sep 16, 2016 03:05 PM | Report Abuse
OTB gave buy call when it is around 1.45. Gave buy call to his subscribers but he didn't buy? Would you believe him?
2016-09-16 15:08
With TP 2.97, the stock is fcxing attractive at 1.45 when he made the buy call.
Why he didn't buy that time??? Now he claims he bought at 1.76?? lol!
2016-09-16 15:08
Anyway I also cannot discount the possibility of sifu having a good heart and noble intention like koon koon..maybe he wanna let u all buy cheap cheap n make more money than him...?or maybe he got too much money so he would rather buy expensive..
2016-09-16 15:31
Sometimes difficult to understand these rich people's mindset...just like koon koon,so old n so rich oredi but still wanna c..
2016-09-16 15:33
U ask yr rm1000 subscribers to buy at rm1.45 but u help yr clients to buy at rm1.70?
2016-09-16 15:40
OTB families plus koon koon plus 100 clients....how much bullets behind them?if can drink tea with boss to come out with bonus shares split free warrant then will fly to the sky
2016-09-16 15:45
Ops are you saying you will simply shows your clients records to a stranger?
2016-09-16 15:47
Hi OTB, is my pleasure to have u here.
Choobee n cscsteel are both good and I had this 2 counter as well.
cscsteel had reflected on the price and Choobee seem still have more space to go.
2016-09-16 18:49
Warmblood,
( ON POSITIVE SIDE )
u will be surprised to see how their results finally blast COMel to optimun level.(Upon All Unit Start Contributing on 2017)
( The Head Scratching Part )
no rip sign from the 'Cashing Out' party
are they from the I.B. ?
Selling of the pledged share ? Hope someone can share here.
2016-09-16 19:00
With (8% EBIT) from the EMS segment itself,
COMel shud be rated at least x 10-12 P.e.
It is '2nd Highest ranking' comparing to its peer.
2016-09-16 19:06
Maybe, if succeed of the Litigation will help to re-rating COMel in fairness.
2016-09-16 19:15
77huat77,
i'm reluctantly to quote short term TP,
i usually buy to reap on for their Future Results in order to win big, eg. Jing Heng Monyet
Well supported at 0.820 ,
i always love to punt while it is low .
2016-09-16 20:22
Thanks for all comment.
comcorp TA is consider quite good, as breakout from sideway since flat since end of Jun.
please beware as comcorp is not suit for all in. invest on small portion because of cheap , potential grow and future.
2016-09-17 00:15
Of course you do not want to end up as a loser...made enough just say bye bye.
2016-09-17 02:24
Raider says when u invest in a company beside undervalue & margin of safety....u pay attention to the its gearing and good corporate governance too.
Csc has nil borrowing and it is the best corporate governance mah..!!
The recent up...does not make it overvalue considering the div will increase
2016-09-17 11:00
When OTB promote CSC, the share price is around 1.7+, so I believe what he's say "average cost of 1.76". BUT why you care about what price other people bought? is if you bought 1 cent lower will be called winner?
Why don't you spend your time to study is current price worth to buy or not?
2016-09-17 11:10
CSC is a good stock......
Potential next Airasia in making.....
Don't miss the boat...
2016-09-17 11:10
All tipu.. Sell when good px.. When everyone is shouting, means selling time
2016-09-18 12:14
COMel model work and sustainable with their Know How talents in their most familiar EMS field .
COMel juz need to make sure their manufacturing efficiency at all time and coup with the industrial changing need .
2016-09-18 12:16
Mr Otb, you do not have any obligation to answer them. Better you spend time on your analysis than replying to nonsense jokers here :)
2016-09-18 12:33
Chl1989,
OTB sir has responded well and wisdom.
Not all critics are fatally, some might has it's point or view.
OTB is a wise with wisdom gentleman.
2016-09-18 13:07
Steel theme at least will play for another 2 weeks lar, juz pls lock your profit into 2-3 stages .
Use some of your profit to buy COMel plsss :)
2016-09-18 14:44
Good people earn good karma, others not sure.
I have all the times see some people very actively expressing opinions while some not.
Whatever it is, hope everyone make good money based on good karma earned.
2016-09-18 15:02
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
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Or just another lie of sifu?1001 lies?
2016-09-16 14:56