fund managers attracted to muhibah cheap valuations . core business in the right sector. PE ratio undemanding plus SOP under valued. positive news flow on MRT construction sectors.

good counter with good potential. wait for Petronas awards. they need to get a strategic partner ( core investor) to go for the Petronas job contracts.

Muhibah among the few local co's (fabricators) able to undertake Petronas jobs. Oil & Gas is among the KEY GTP plans to turn around our economy. More jobs on the ways especially marginal oil fields and related works.

long term value buy. this is my personal assessment. happy trading

Oil & Gas, Construction , Highway Toll is Muhibah core business. After getting hit it last year (with one off write down.) Business is positive
with all pistons firing. Any placement of shares with a strategic investor partner will enhance their profile. this is my personal assessment. happy trading
.

what's good (buy) today May not be a good buy one week later. trade within your means. split between trading play and dividend (long term play)

short term (contra) is different from long term. sentiment is different from fundamentals. this is my personal opinion.happy trading guys

you need to be patient with this counter. very shrew operator. up 3 days down 1 days and listless for the next 2-3 days. big

construction & oil gas is under the spotlight. you can expect more news on the MRT, HSR, WCE and Petronas awards etc. accumulate on dips

it's no easy to buy 500,000 lots in the open market. only between brokers you can do a block trade (500,000 lots).

DIBS will have an impact on certain high end developer. Hua Yang more on affordable market will not be impacted. i believed Hua Yang also not selling Penang houses thru DIBS

haze is hitting everywhere down south. muar just declared holidays for the schools. malacca is also affected. smog everywhere. advisable not to travel. highway also hazy

when market is bad. technical readings (line of support, Moving average. candle top)cannot be relied upon. the bearish momentum will just kick out the so call resistance. this is my personal opinion

never over commit and you will not be pressure to sell if the market reverse. afford what you can buy and you can sleep soundly not worrying how the market is going to open tomorrow

Prior to the share split (1:5) TDM has increases their shares by way of Bonus issue (1:5). the cost is much lower if the bonus adjustment is taken into account

there is no 100% safe investment. criteria is a guide. ultimately it's you who decide to invest in shares, properties or reits. everybody has their own preference

with due respect to Ku Li. most of the present MP's are new and come from different groupings. within UMNo (present day) the MP's profile have differ from the past when Ku Li challenge Mahatir. it's highly impossible at this stage for Ku Li to get the numbers

market affected by the sharp drop on DJ and HK plus the weaker asian markets. need to watch coming Monday market (Malton) T+4 = due for contra players

sold at 88 but no regret. thinks the market needs a breather. wait for price to dip before going in. T+ 4 days = technically means selling comes in after 5th day. this is my personal assumption. happy trading cheers

gearing is my only concern. Pavilion 2 project. desmond lim (malton) can always JV with dubai investor

looks like a done deal for Malton

our policy (government) control on telco is holding back DIGI. DIGI has always plays second fiddle to Maxis and TM. even the award of 4G is not in DIGI favour

i have nothing against unit trust investment but we need to be careful in choosing the right type of funds to invest. avoid investing in the same category of funds.

the only complaint against unit trust is the high sales charges loaded on the funds compared to other countries. why must we invest thru agrents can't we go direct invest directly thru the funds companies.

this is something the agents always tend to avoid or refused to answer. not all UTC is experienced in the market. this is my personal view point.

sad. politics and business should not mix. political beliefs and support should be separated from business dealings. hopefully, our country will progress and have a new mind set. supporting either BN or PR is not a sin.

Supermax make a big decision. Mr Stanley Tai is a brave man in the corporate world.

dividend announcement big let down. keep finger cross if the BOard will announce anything special when the tax credit expired end of the year. still another 7-8 months (too wait ) before expiry.

others than dividend perhaps bonus issue thru their land (iskander,johor region) revaluations. based on the annual report . land has not revalued since 90's.

i do agreed with the learned professor. Najib is the most hardworking PM ( trying his best) to deliver. But the top down approach is NOt filtering to the ground. this is my concern that the gist of his policies is not followed 100% by the government machinery

still early to gauge the votes swing. urban votes will be pro-opposition but BN has their edge with the rural base. Kedah(PAS) is dizzy with Mukhir Mahatir (UMNO)homing in. Other peninsular states will remain stautus quo. the king maker will be Sabah & Sarawak

very disappointed over the 6% dividend announcement. nothing to shout about. kec seng ( in cantonese )

what about a hung parliament? no 2/3 majority but maintain status quo.

political links counter(s) will be affected. Malaysia is different from others. It's not what you know but whom you know that's make the difference

market will maintain momentum prior to actual run up on polling dates. EC will announce nomination & polling date(s) today. rumours circulating 2 May is the (prefer) polling date.

it's hard to predict which way the market will move. nonetheless, KLCI is well supported by the local funds ( eg PNB, EPF, Khazanah, LTAT , Tab Haji)

UNless PR romps home then we will see a shift in the government link funds. if the BN still remains in power. the government funds will still stay fully invested.

the danger comes when there is dramatic outflow of foreign funds when they sense there is a change in the policy direction.anyway it's always prudent to be cautious when the GE13 is around the corner

there is a saying " no risk no gain " it all depends on your risk

well documented facts by YY koon. personally i feel the market may be ripe for a correction irrespective of the GE result. KLCI is now at their highest (1,680-1700)

remember the slogan " sell in may and go away" it may come true.anyway for the brave hearts " no risk no gain"

brothers. beware of the value trap. high nta but not necessary reflect in the shares price. management must be pro active to unlock the value IF not remains undervalued shares

yes. i agreed with CM (Taib ) comments. MACC is not honest

the main grouse is the high up front sale charges levied against investor. for cash investor 5% is very high and to be honest if you work backwards no ALL funds are performing.

for long term holders( above 5 years) if you invest in blue chip counters or buying properties, the returns may even be higher compared to unit trusts funds return. government unit trust ( eg. ASM or ASB ) is highly recommended for the ordinary "man on the street" where their track record and solid records is there.


i am not against unit trusts savings but i am very disturbed over the high up front sales charges and lack of information from the fund managers. their dividend or distribution policy where as best " you can guess based on past result". they should be more forthcoming on this issues and their investments. this is my personal viewpoint ( no disrespect to any UTC )

every investment carries risk. the higher the risk - higher the returns. even FD also carries risk. look at Cyprus. out of the blue. they came out with a rule to tax the depositors. if they carries thru. every fiscal tight country will follows and implement the deposit tax rule.

bull shit. rSPO what about modified GMO in Europe and US

undervalued shares is very subjective. the company may be assets rich but please bear in mind is the (major) shareholders pro active or passive in managing the company.

that particular undervalued counter may continue to be under value for a long-long time IF the shareholder does not sell out or maintain the current status quo. this is my personal opinion

as long the stand off is NOT prolong. the impact will be minimal. Felda Refinery and their Oil Mill ( FElda sahabat) is close to the village. Others like KLK, LDEO, Kwantas operating around Lahad Datu area will also be affected.(e.g. intake slow down etc )

comments noted. whichever way we look at the market. election risk? is a on going concern among many investors. until the GE is resolved. our market will continue to under perform. units trust ( open end funds ) is vulnerable to unit holders withdrawal.

i might not be 100% right but to give a run down on Bstead. a GLIC (controlled by LTAT). well diversified group. core holdings Pharma, Affin,Plantations, REITs, BHIC ( Ship building), Property development, Hotels, BH Petrol and manufacturing.

Pretty good dividend counter but the only fault lies with the strong linkage with ruing party. nothing wrong as Pharma and BHIC is dependent on Government projects.

at 4.70 - 5.00 reasonable discounted price consider total sum of parts
valuations at 7.00-8.00. the only concern is election risk but for long term investor . this is secondary.

this is my personal opinion and not any invitations to buy or sell. good luckl

some people are more equal than others. remember the "animal farm" story?

good business sense but politically sensitive on the HSR link between Singapore and Kuala Lumpur. Need to wait for details after GE13

invest in paper gold or Gold investment account at authorised banks ( eg. maybank , uob, public bank)

invest in gold as part of your diversified portfolio. gold prices tend to trend up in times of uncertainity. we are now living in challenging times?

elections jitters ?

revaluation exercise within a time frame of 6 months is tough. MPHB hold a spectrum of landed and non landed properties. Valuers need time to update their valuations ( ie. based on last transacted price ) less whatever costs plus mark to market valuations.

hana. rhb research.other details need to look at their annual report. ng ah chai bought 5.63 Million shares open market 1.25%. fillings from KLSE return

NTA at 1.71 @ 2011 plus 50sen cash per share and 22 Million CEPCO shares. free float 60%. valuable land bank at Kajang. Major shareholder holding less than 20%. Counter may attract funds or other interested parties. RHB valuation at 1.77 . highly possible as a take over target. this is my personal opinion

2.62 Million tons inventories is a drag of most plantation counters. alternatively look at "incken" counter. rumours of Owners (Ng ah Chai) buying back the cash rich company.

incken hold 230 Million cash after selling 2 parcels of land to UEM. holding 360 acres in Kajang. holding costs extremely low. last valuations done 12-13 years ago.

GE13 most or less anticipated at end march or early april whichever come first. whatever projects pending will be roll out before parliament is dissolved. BN will try their best to push the market "feel good "factor before the elections.