Sell now before it too late, or regret

Hua Yang price will up soon, all projects almost sold out, good profit for Q2 & Q3

Mid Valley do not need to link with sunway. Its population and crowd traffic good enough.

Price will up very soon. Boustead Holdings has received approval from the Securities Commission for the proposed listing of its wholly-owned unit, Boustead Plantations (BP), on the main board of Bursa Malaysia.

up soon, grab now..

Any warrant investor here? The calculation is base on mother share price on expiry date or monthly averaging mother share price?

Price will up RM3.00 soon.

SPSetia sure win for KWASA.

DeCentrum is a 10 years development project. phase 1 fully sold out. Nice & strategic location.

supermax more value for money.

TP 3.50 soon

Gong Xi Gong Xi, wait for RM4, real soon.

TP4.0 by or before end of this month.

Coming up soon. Stay tune for CNY ang pow soon.

Dear valued members,

You should be realistic about your goals.

"In this business if you're good, you're right six times out of ten. You're never going to be right nine times out of ten." Peter
Lynch

Disclaimer: Please be informed that the following mentioned stocks / symbols are solely for the purpose of education only; it is
neither a trading advice nor an invitation to trade. For trading advice, please speak to your dealer representative or remisier or
financial adviser. Please buy at your own risk. Final decision is yours

Homeriz

My trading plan
I like the technical chart of this stock because there is a gap up on 29/10/2013.
Major resistance is 0.61.
Major support is 0.50 and 0.465.
Target price = 1.20
Margin of safety = 52% (0.57)
Potential profit gain = 110% (0.57)
Cut loss at 0.465 = 16%
Risk reward ratio at 0.465 cut loss = 1 : 7.2

Feng Shui element = Wood

Buy Homeriz at 0.555 (5/12/2013).

Homeriz IV Calculation
Fundamental Rating
Total Net Profit Years 3/3 91.67%
Total Positive Operating Cash flow Years 3/3
Total Dividend Payout Years 3/3 Current Price
Total Positive free Cash flow Year 2/3 0.57
11/12
Growth%
10 Years Average Turn Over 101014
Latest 4 quarters 112905 11.77%

10 Years Average Net Profit 15189
Latest 4 quarters 15118 -0.47%
Proj
2011 2012 2013 Growth% 2014 Growth%
EPS (Cent) 5.40 7.35 7.56 2.86% 14.0 85.19%
PER 10.56 7.76 7.54 2.78% 4.07 46.00%
NTA 0.31 0.36 0.41 13.89% 0.50 21.95%
Net Profit 10812 14700 15118 2.84% 27800 83.89%
Equity 62886 72785 81403 11.84% 91041 11.84%
ROE 19.19% 20.20% 18.57% -8.06% 30.54% 64.42%
Dividend 0.6 3 1 -66.67%
Free cash flow -4427 19083

Price CAGR % (Buy and Hold)
Average Return History -3.84%
3 yrs Return 5.22%
Proj
Method 1 2013 2014
EPS 0.08 0.14
g 10.00 10.00
Y 7.0 7.0
IV= (EPS*(8.5+1.5g)*4.4)/Y 1.12 2.07
Current price 0.57 0.57
Margin of Safety 48.96% 72.44%
Potential gain 95.92% 262.81%

Method 2
Discounted Cash Flows Calculator
Discount rate 12.00% 12.00%
EPS 0.08 0.14
Earning expected to grow (annually) 10.0 10.0
for the next (? Years) 3.0 3.0
before leveling off to an annual growth 3.00 3.00
Calculate Stock Value per share 1.10 1.92
Current price 0.57 0.57
Margin of Safety 48.18% 70.31%
Potential gain 92.98% 236.84%


Method 3
ROE 18.57% 30.54%
Rr 8.00% 8.00%
NTA 0.41 0.50
IV= ROE/ Rr*NTA 0.95 1.91
Current Price 0.57 0.57
Margin of Safety 40.11% 70.13%
Potential gain 66.98% 234.82%

Method 4
(22.5*EPS*Book value per share)^0.5
EPS 0.08 0.14
Total equity 81403 91041
Number of shares 200000 200000
(22.5*EPS*Total Equity/share)^0.5 0.83 1.20 Target price
Current price 0.57 0.57
Margin of Safety 31.50% 52.40%
Potential gain 45.98% 110.08%

Thank you.
Ooi Teik Bee

硬战tasco（优秀的日本管理层+2020年东京奥运会+日元走软）

现价：2.11
目标价：3.5
信心指数：70%

投资原因：
1）tasco母公司NYK在日本是第三大物流业者
所以tasco作为子公司，获得很多在大马营业的日本企业运输合约

2）tasco的chairman同时也是panasonic，umw的chairman
tasco的managing director同时也是sony logistic sdn bhd的managing director

tasco主流客户包括
～sony是以电子业为主
～panasonic是电器供应商
～jtiinter是日本香烟制造商
～honda（本田）是日本汽车制造商，汽车零件等
～toyota（丰田）是日本汽车制造商，零件等

**个人认为只要这五家在大马经营的日本企业在未来不断成长，tasco的生意也会越做越旺

3）日本展开新一轮的刺激日本经济政策
日元兑马币大幅度下滑
日元走软，有望刺激日本出口
相信作为物流业的tasco，未来展望良好

4）在年报显示，公司不断扩大仓库，以应对日益增长的客户订单

5）tasco是冷眼42心水股其中一家，而且冷眼是30大股东之一
个人认为冷眼介绍的公司，都值得大家留意，毕竟冷眼的基本面分析非常强
转载：http://www.nanyang.com/node/429654

6）公司目前本益比越8左右，今年dividend yield可达>5%

7）同行物流业的average pe ratio 为11左右（tiongnam，century，freight，pos，gdex等）
目前tasco本益比只有7左右，trade below average 57%

8）2020年，日本将会在东京举办奥运会，预计这有望促进日本的进出口
而作为物流业的tasco有望受惠

9）个人对于日本管理层的公司，较为信心，毕竟aeon和aeoncredit，panasonic，jtinter都是日本人加入管理层，tasco的高层多数为日本人
这也是为何在众多物流公司，最终选择tasco

后语：本益比合理，股息高，未来展望佳，属于进可攻，退可守的公司

为了硬战tasco，个人把已高涨的港口业（suria和prkcorp）套利，进行组合调整，剩下免费股
把资金注入较为看好的tasco

共勉之

Write a comment..导读：北港与西港增加capex扩大处理标准货柜量，谁受惠呢

在马六甲海峡,一共有两个港口
1）北港（north port）
2）西港（west port）

《西港上市,筹资扩大》
目前西港处理每年处理9.5million标准货柜
2015年CT7会投入运作,西港每年处理11million 标准货柜
长远来看,CT 8和CT 9投入运作,10年内,西港每年处理的标准货柜将增至16million

《北港方面》
CT 4和berth 8
在月尾将投入运作

《tasco何能受惠？》
当我们发现北港和西港不断增加处理标准货柜
作为下游业的tasco也将会受惠
原因是tasco 目前在全马拥有30个logistic centre
其中19间logistic centre是集中靠近马六甲海峡
1）port klang
2）shah alam
3）bangi
4）northport
4）klia

后语：拥有地理优势的tasco,要从中受惠,一点都不难

投资讲究逻辑思考，好比：
～westport 和northport的竞争能使tasco受惠
～同样的mas和airasia的竞争使airport 受惠

以上纯属个人推断,要买入tasco的投资者,要自己做功课

共勉之

KLSE majority up to push up to new high 1900.

Price will fly after FOMC annoucement of no taper this year.

Any one here can explain call warrant?

adrianghw, what you mean "premium is going to be 0% after ex-date", ci or cl better to invest?

Why price drop 0.1 today? Any negative news?

Hopefully Indon is trouble free for MKH land.

TP 3.30 y next week, check it out

TP3.0 soon... Stay tune

Big new coming up next...

TP3.50 by next week

Run if you can

Holding Sunreit is better than Sunway in term of dividend yield. Price of Sunway is on downturn.

Candy Wong, this is a good fundamental stock. If you think this nature of business can made profit, then you invest in this business and hold for mid to long term. That's the right attitude of share investment.

I support you, IIoydlim

LEE SEE JIN, founder & MD of NTPM have sold 305,000 unit on 31/10/13. Price will drop this few days...

Will keep on dropping til next week

Any opinion on Karex IPO? The offer price is a bit high rite?

Any opinion on Karex IPO? The offer price is a bit high rite?

Among the analysis and TP from TA, MIDF, Kenanga & banks, which one you guys think is the most trustworthy? Mind to share your experience?

Among the analysis and TP from TA, MIDF, Kenanga & banks, which one you guys think is the most trustworthy? Mind to share your experience?

Westport IPO will somehow boost up other ports related business.

PE8.3 (less than 10 is good), ROE18, EPS33.8, DY5.22 (better than FD) hard to find this good combination. TP4.00

Show time begin...

Jesselton Waterfront, big project!

Increase in net asset value, so what do you think?

Mother TP2.60-2.70, Son TP0.75 tomorrow or early next week before 17/10. Let's see.

Don't trust anyone here, trust yourself.

Only BHP petrol station offer the best petrol and diesel throughout Malaysia. Although less branches, but good quality and good business. Go support Boustead's BHP!!

The game just started, be prepare tomorrow and monday

The best part is "CBIP is in net cash position of RM128m or RM0.71 per share" as of end-Jun 2013.

We are initiating coverage on CB Industrial Product Holding ("CBIP") with an OUTPERFORM rating and TP of RM3.18 (implying a potential total return of 18.2%). CBIP is the biggest and the only listed palm oil mill construction company in the world with sizeable market cap of RM740m. We like CBIP due to: (i) it is poised to capture strong demand for palm oil mills in 2014, (ii) steady margin improvement as its MCSP technology gained global recognition, (iii) superior margin against other Malaysia specialized contractors, (iv) decent dividend of 4.2% and (v) strong balance sheet with net cash of RM128m. We estimate FY13E-FY14E net profit of RM86.1m (+1% YoY) – RM94.9m (+10% YoY). In our view, the stock is ripe for a PER re-rating upwards due to its superior margin and decent dividend yield. It is also a good diversification play in the current low CPO prices' environment while maintaining proxy to the plantation sector.

Dare to dream high, 30% return, cut off -10%

If no big issue from US, this week TP2.70