US tariff wouldn't affect Malaysia steel manufacturers, it is stupid to assume it would affect the steel manufacturers here coz our manufacturers hardly export steel products to outsudsvof Asesn nations n USA... If iron ore maintains US 60-65 per ton ,it should get profit from the mining activities of her subsidiary, Eastern Steel ...

Consumer product companies above PE of 45 like Nestle , cannot be a good investment.... Same to F&N, above PE of 35 n both have slow growth in revenue n profit , not a growth stock as some investors here think ( few days ago ).... The 3 telco also expensive n slow grow due to market saturation of mobile phone 2-3 years ago.... Not many good blue chip with Ok prices at this moment...

Many retail investors think consumer product companies r safe, even with high prices n rich valuation , many still buying Nestle , F&N n Dutch lady .... dividen yield also just 1.8-2.5%, how come so optimistic ??

Mauxi,why keep talking bad about Evergreen? The company top management owe U a lot of money ? Even the profit margin n profit before tax is lower in these 2 quarter, Evergreen still making profits ....

Same investment theory apply to those slow growth 3 telco counters n IHH, they used to have high valuation n PE but after 2-3 years of slow growth, IHH , Maxis n Digi n Axiata , most of them r too expensive.... Over optimistic n being push up by some fund managers or big speculators make many retail investors over optimistic to many blue chips in Malaysia..:

Nestle is a stable n large consumer product company but over optimistic toward it n think PE of above 48-50 is normal is irrational; when the counter going up, many believe they r good at picking stock n even compare Nestle n F&N with Tencent, Alibaba , Google n Amazon..... With PE above 35 or 40, most consumer product companies r too expensive n too rich valuation even fund managers buying it, don't think is wise investment...

Hiap teck has started to operate its iron ore mining at Trengganu ? They r planning to restart the iron ore mining 3-4 months ago n if Eastern steel ( the joint venture ) can have some profit , Hiap Teck should be able to have profit in next year end / 2018 year end ...

The retail investors who compare Nestle Malaysia with top technology stocks in USA n China r irrational n crazy .... Look at the Nestle revenue n profit growth , it is not a growth stock n just a branch of a food giant at Malaysia, good luck for those speculators...

Warchest is talking crap here... The new tariff of USA have little impact toward the steel manufacturers in Malaysia coz Malaysia hardly export steel n steel products to USA... The reactions of many retail investors here r too big while the fundamental of many steel counters remain the same as 2-3 months ago... Wait for next quarter result to confirm these ...

Anyone here how to check the log price of Asia? The main material for Evergreen ...

Below 60 cents is under value for Evergreen n HOng Leong Investment Bank is quite ridiculous to adjust target price down 33 cents in 2-3 months time...

TP 60 cents , hold on n wait for next quarter result...

It is unwise to buy Nestle above RM120-123, with PE of higher than 36-37, it is too rich valuation ; it may just worth RM110-115.... Compare top technology companies of US n China with Nestle ( Malaysia) also quite ridiculous...

Datuk, are U a medium / long term investor for Evergreen? Evergreen is having oversold situation for past 4-6 months n many investors feel lack of confidence, guess so... Evergreen has 4400 acres of rubber plantation at Johor ? I didn't study deep enough but know that evergreen should be the largest MEdium density fibreboard company in South East Asia n previous 3-4 quarters below average maybe due to high log n rubber wood prices, strong Thai Batt n investment outlay for her plant .... Rebounce back to Rm1.00-1.10 will make many investor to feel happy already, happy investing ,..

US side , the fund managers n retail investors feel worried about the high valuation of their equity n true that bond yield of 2.8% for 10 year treasury bond another thing need to be worried but still too early to conclude the bull at US market will be killed coz the economy of USA still good n stable ... It looks like the top tech stocks being overpriced the most , look at Amazon, Facebook, Alibaba , Microsoft , all have PE higher than 30-33...

Ringgit already at its peak level at 3.86-3.90, the thought of Ringgit will go up to 3.60 n above seems like unrealistic n the market has been over reacted toward stronger Ringgit n its effect toward export oriented counters ... Unless some insiders foresee verry weak result in next quarter, it is quite strange that Evergreen dropping below 60 cents ... Any more constructive comment ??

Ringgit will be peak at 1USD to RM3.85-3.95, may drop back to RM4.05-4.15 in near future . It seems like the market reaction is too big for export oriented counters ...

Among all the top 30 counters of KLCI, in my eyes, most of them r overvalued. Those 3 telco r having low growth rate for profit n revenue and they need to spend more money in infrastructure in near future as well. Among all the large banks, maybe Maybank n HL bank still ok, PBB bank is quite expensive.

JT Yeo is fundamental investor, so do I. Among all the export oriented counters in Bursa, many of them already gone up more than 100% since 1/1/15. Evergreen is slowly picking up in term of profit before tax, EPS n so on n because the counter is losing money in 2013 and first 2 quarters of 2014, they r not able to declare dividend in 2015 yet. Evergreen with the latest 3 quarters above average result, one of the largest wooden product counters in Asean nations, it should worth above Rm1.90-2.10, if talking about margin of safety, the risk is not high if retail investor buying them at RM 1.90-2.00. (this comment doesnt mean strong buy....hehe) In ur eyes, any blue chip in KLCI index considered worth to buy, JT Yeo??

This stock was recommended by few experienced fund managers during April this year, the fund manager got said about how come the company facing bad performance during 2013. Something about bought those forest concession with high price then they wrote off to get few quarter of loss in 2013 n early 2014. It is medium size to medium to large size wooden product manufacturer in Malaysia. JT Yeo , ROIC stands for? I just know ROE, return on equity ....
.

The company with the NTA of 1.60 and better n improving EPS, the risk for buying it at RM2 or holding it should be not that high. Although the revenue remained to be about 250-260million. Among all the export oriented counters, there r not many choices in Bursa. Evergreen with the latest 4 quarters EPS, with PE of about 12, not that expensive as well......

It is possible to go higher than rm2.50...but dont think can reach Rm 3 within 1 year time... Its real PE should be about 13-14 now, many newspapers haven't updated its latest PE or followed last year profit to calculate its PE....

Since US dollar is getting stronger n stronger versus RInggit, may hit 3.90 soon, it should be a good buy to buy some export oriented counters like Evergreen. Evergreen last quarter result is picking up, if it can have net profit of 60-70 mil in 2015, its PE just about 8-9, quite low........

At 1.75-1.78, overbought? R U sure??

I have hold Airasia for more than 1 year as well, cheap crude oil price can push up its profit dramatically, its target price should be RM3 or Rm3.10 now, only worry is its debt level and the amount of US Dollar debt..............

At the moment, KNM still better than KNM warrant coz its warrant still not yet in the money/value.........

KNM is still undervalued and its profit growth (per year) is about 33-45%. Besides, I think the Brent crude oil won't drop below USD 80 per barrel in near future coz the support level at USD 80 per barrel is strong. KNM 's fundamental is getting stronger
since 6-9 months ago...........

Testing 70 cents line soon, SK petro also being hit hard..............

I think if KNM drop below 80 cents, a good time to accumulate some more KNM shares.....My cost is about 86 cents now........

The cost for shale oil n gas at US is not cheap, should be above USD70-75 per barrel. Some ppl wonder the production of US shale oil can be sustained or not but the fact is US production of cruel oil keep increasing in these 3-4 yrs time. I also wonder what happen to SK petro and those oil n gas counters recently.............It seems like the foreign funds r selling them, I dont think just because the crude oil prices has been dropping slowly recently.........

The valuation of PBB is quite expensive and the profit n loan growth of PBB should be slow for this year n next year. With PE of more than 16, one of the most expensive banking stocks at Asia/ Asean.

Hua Yang valuation is not expensive, PE still about 7-7.3.........With the price of 2.30, still got room to go up. Furthermore, Hua Yang is emphasizing to build affordable houses, which got higher demand than other segment of houses.

Ya, it is going up again today.......Hopefully, can reach Rm1.05 soon.......

I think AirAsia share price can go up further due to few factors. The restructuring of Mas mean the intensive competition among Airlines in Msia will be reduced n Mas will reduce their routes for many domestic n international flights as well. Second, the cruel oil prices is lower now, further lower fuel prices will give AA to get even higher profit margin/operating margin. With the low price of Airasia of Rm2.40-2.50 now
, still got room for the counter to go up....

Fair value is above RM3.20........

IF market not too bad, if below 85 cents, should be a nice level to accumulate some KNM shares........not easy to drop below 80cents...

The fundamental of KNM is getting better, easily can go up to above Rm1 again in 1 month time.......

Many companies give an option to their high ranked executives to subscribe the company shares within one stated period. I think this should be some of the executives execute such option n subscribe those shares......