https://investingmalaysiablog.wordpress.com/2016/05/10/woody-economics/
Some date on timber companies

https://investingmalaysiablog.wordpress.com/2016/05/10/woody-economics/
some data on timber companies

It depends on your financial goals. Some people settle for 5% gains while others 30% and maybe as much as 100% for others. Know you goals for this year and how much you'll like to make. Then sell and profit from that margin you've set for yourself. Mine is 20% and anything above that, I will consider to sell.

Apollo's dividend ex date is on the 9th December 2015 and payment made on 1st January 2016. If you're still holding some excess cash then consider parking your money with Apollo.

DPS : 0.25

Simply buying 1000 shares at RM4.90/share (RM4900.00), you may expect a dividend payout of RM 250.

I've recently wrote an article on Apollo, check it out and let me know your thoughts.

https://investingmalaysiablog.wordpress.com/2015/10/14/apollo-holdings-a-dividend-stock-to-hold/

https://investingmalaysiablog.wordpress.com/2015/10/14/dayang-enterprise-valuation/

https://investingmalaysiablog.wordpress.com/2015/10/14/coastal-contracts-a-diamond-in-the-rough/

That was well said. Thanks for sharing @PakCik Saham.

I believe the company is fairly valued with a slight upside to the valuation at RM 4.5.
I wrote an article on this that further explains. Check it out

https://investingmalaysiablog.wordpress.com/2015/10/14/asiafile-valuation/

PakCik, great to see someone sharing the same optimism. However, intrinsic value is very subjective. Wouldn't the equation be too rigid to fix only one value? And wouldn't be better to consider a margin of safety?

@Chuckosaurus - thanks,I hope you enjoyed the article and yes, the aggressive share buy backs brings positivity to the company's future.

Good luck investing!

@Chuckosaurus, valuation was based on companies current balance sheet alone was worth more than 1 billion. If we take the company's dividend payout alone discounted by an appropriate interest rate (4.05) then the company is fairly valued now. But this doesn't include the fact that the company is expanding. Include this and in the near future (3-5 years) coastal is worth easily 2 billion. https://malaysiainvestments.blogspot.my/2015/10/coastal-contracts-valuation.html?m=1

https://malaysiainvestments.blogspot.my/2015/10/dayang-enterprise-valuation.html?m=1

Thanks for the suggestions, I'll look into them.

My thoughts on Coastal Contracts can be seen in the comment section of i3investor

Coastal Contract currently holds and inventory of RM 1.2 billion along with RM 350 million in cash. With its Current Assets alone ( assets that can be sold off within a year ) , Coastal in worth at least RM 3.22. This is not considering the growth potential by Coastal which is current Pamex contract that will kick start this this 2H2015. Looking into other companies with a similar business model compared to Coastal, Coastal holds the best profit margins averaging at 20%. The management is very prudent with their balance sheets by constantly maintaining a minimum debt with a hefty war chest to rid out most storms. During the last Oil price crash in 08/09 Coastal rode pass the storm with ease and I doubt this crash will affect Coastal much. Looking forward 3-5 years ahead, Coastal should be worth at least 1.5 - 2 billion not 1 billion. For the value investors that are looking into Coastal, let me know your thoughts on this.

Hi Mat, I'm a value investor currently looking into Dayang Enterprise. From what I've seen from past records, Dayang is only recently experienced an exponential growth in revenue and profits after the "success" in 2013 with the Pan Project. However, I notice a lot of poor reviews here but before I saw this, I told to myself that this company is relatively good. They drastically reduced directors total remunerations of 36 million in 2013 to 6.5 million in 2014 (after Crude Oil price crashed) and a dividend payout of 60 million to 200 million PBT is expected with profits margins averaging 25%. I am curious about your opinions on Dayang and also Coastal Contract (another company I found to be good) if I am not pushing it too much.