L2

5eed | Joined since 2014-07-15

Investing Experience -
Risk Profile -

Followers

1

Following

3

Blog Posts

0

Threads

657

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
657
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2018-11-13 10:23 | Report Abuse

2018 looks like a poorer performance year IF comparing pre-IPO QR dated 8nov (3Q18 cumulative) with 2017 at https://www.securemetric.com/financial-information/

Whatever their plans, be careful with over-exuberance.

Stock

2018-09-04 17:11 | Report Abuse

true aficionados and advanced practitioners of Lynch, Graham and Greenblatt valuation who bothered to put in the calc minutes would have uncovered some real value iso engaging in (fill in the blank) this past long weekend. the proverbial harvester's wheat vs the chaff and weeds.

Stock

2018-09-01 23:01 | Report Abuse

TNB settlement for Megasteel stated on page 10 of QR item 17.a (d):

(d) proposed supply of electricity to LICB and its subsidiaries including the proposed settlement of Tenaga Nasional Berhad's entire claims against Megasteel Sdn Bhd ("Megasteel") for a cash consideration of RM35.80 million.

Hefty discount is a telltale sign. Rafidah still chairs Megasteel.

Stock

2018-08-31 15:20 | Report Abuse

c) PROPERTY DEVELOPMENT : Contributed profits of 8.725m in 4Q17, 20.895m in FYE17 (page 8 also) but not in play this year.

Stock

2018-08-31 15:12 | Report Abuse

To put things in context,

a) TAX CREDIT : page 1 of QR clearly shows Tax Credit in 4Q18 is 8.3m LESS than 4Q17.

b) DISPOSAL GAIN : The aggregated full year 9.196m disposal gain on page 8 was largely from 10.348m disposal clocked in 1Q18, NOT current 4Q18.

Thank you.

Stock

2018-08-29 10:20 | Report Abuse

Likewise 3Q18, based on current positivity in consecutive quarters, should surpass 3Q17's Revenue of 88.118m and PAT 1.150m (not the 8.199m which includes pharma's 7.049m). Ditto for 4Q18 vs 4Q17.

Stock

2018-08-29 09:13 | Report Abuse

Summary data in portals typically cannot do justice in a comparative where a whole business segment/division has been hived off. Hence deep red where it should be very green for CCM for Rev, PBT, PAT. The gem is still hidden.

Net Profit 2Q18 vs 2Q17, from page 1 of the QR:

PAT 2Q17 0.288m (including CCM Duopharma's 9.632m = 9.920m)

PAT 2Q18 5.298m (without pharma contribution now)

Earnings growth has continued.

Stock

2018-08-24 18:56 | Report Abuse

Courier takes flight wef 01SEP2018.

PURCHASE OF COURIER ASSETS BY CJ CENTURY LOGISTICS SDN. BHD. ("CJCL") FROM CJ KOREA EXPRESS MALAYSIA SDN. BHD. ("CJKX")

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=89107&name=EA_GA_ATTACHMENTS

1.2 ....CJCL will assume the entire last mile delivery services of CJKX with effect from the Completion of the SPA.

News & Blogs

2018-08-16 11:49 | Report Abuse

Lawmakers need to work better at this because citizenship is the most basic of rights. Just imagine oneself as a stateless to get an inkling of the insurmountable challenges such people are born into. Not that hard from the cushy top.

Stock

2018-08-16 10:34 | Report Abuse

good info, cricketlast. tqvm. soon a hidden gem no longer.

Stock

2018-08-02 11:25 | Report Abuse

entering potential new growth phase after extra PPEinv for readying plant BP11.

Stock

2018-02-06 09:58 | Report Abuse

Cut (painful) in order to have capital to buy back (hopefully much lower price) when the situ calms. Averaging can leave one trapped. KWAP can afford to stay trapped but not all retailers.

Stock

2017-12-07 17:07 | Report Abuse

Inverted Hammer : One person's take on Theoretical performance vs Tested
http://thepatternsite.com/HammerInv.html

News & Blogs

2017-11-25 13:20 | Report Abuse

Much appreciated. Best poised strategically for upcoming heavy infras.

Watchlist

2017-11-12 14:59 | Report Abuse

Thx. Nudged along by global bull esp techs. Still holding five.

News & Blogs

2017-10-07 12:43 | Report Abuse

Speaking of directors/management, it might be prudent for those unaware to note this too:
http://www.malaysiastock.biz/Company-Announcement.aspx?id=939645

News & Blogs

2017-10-05 12:33 | Report Abuse

Segmental rev almost all RUS. Why yet to break own MAS and nearby SIN markets? WA expiry also nigh. Orchestrated? For the uninitiated, please tread with utmost caution.

News & Blogs

2017-10-05 12:10 | Report Abuse

06June news date and source conveniently omitted? Here's the original :
http://www.theedgemarkets.com/article/dftzs-kl-internet-city-could-be-rev-asias-new-core-business

Stock

2017-10-02 17:03 | Report Abuse

A strong bounce off SMA50 @75pct buy rate with strong volume MA delta to boot. Previous TA was war-jacked.

News & Blogs

2017-10-01 11:18 | Report Abuse

The writer's target corroborates my own independent self-eval to within 1SD @FPE5.1-5.7. Not implausible, theoretically, when modelled accordingly, noises and unforeseens aside.

Stock

2017-10-01 10:06 | Report Abuse

Likely safer than another similarly-priced "ace" with not unattractive FA dodged however by bursa reprimand 08dec2016 on the chief and his money man.

News & Blogs

2017-09-23 14:00 | Report Abuse

tqvm David. insightful and in-depth. TPs are in my range as well.

Stock

2017-09-21 16:37 | Report Abuse

Good FA. TA also looking up.

Stock

2017-09-21 14:43 | Report Abuse

Upside still intact

Stock

2017-09-21 12:37 | Report Abuse

Resurging after shaking off the pent up.

Stock

2017-09-12 23:18 | Report Abuse

In an IPO, the existing shareholders accept dilution risk for enrichment reward. Good or bad tradeoff is up to each.

Stock

2017-09-08 11:48 | Report Abuse

Good one BRC. This one is the ace of spades in the long-steel deck.

Watchlist

2017-09-07 06:23 | Report Abuse

Thank yous...Am somewhat of a latecomer to equities, got crunched early on entry, then had to persevere on error reduction and multi-model valuation. Tough but necessary. Seems to be working, with some luck :)

Stock

2014-12-12 09:10 | Report Abuse

@ogre, I wouldn't know.

Stock

2014-12-08 19:27 | Report Abuse

..maybe ppl with inside knowledge...

Stock

2014-12-07 21:37 | Report Abuse

ykjohn11, work the Q3 results to get an indicative cost per bbl.

Stock

2014-12-07 18:05 | Report Abuse

right you are, tklim.

Stock

2014-12-07 17:36 | Report Abuse

tqvm andychucky for conversation piece by the 3 western australians.

Stock

2014-12-05 23:41 | Report Abuse

very bearish, need more bears in the photo. very bullish, bull must be snorting fire :o

Stock
Stock

2014-12-05 19:21 | Report Abuse

86868, tqvm for reuters links. costs can only go up. technology can mitigate a little only at best imho.

Stock
Stock

2014-12-05 17:55 | Report Abuse

Have a good weekend folks.

Stock

2014-12-05 17:15 | Report Abuse

thx for sharing. i am on the outside looking in...for some time and yet to enter due to its apparent inertness. there is a strong point though...safety. while it did dip during the recent world maelstrom and klse selldown, it also recovered all of it back plus some. only a few stocks can claim that.

Stock

2014-12-05 12:13 | Report Abuse

next couple of years should be good. yet to reflect in price today.

Stock

2014-12-05 12:10 | Report Abuse

...takeovers even.

Stock

2014-12-05 12:09 | Report Abuse

good value for merger acquirers

Stock

2014-12-05 11:56 | Report Abuse

calvin, some of your sharings do have wisdom value but a repentant pharisee should not look down on the sufferings of the lowly. blessed are the peacemakers. forgive. let there be peace.

Stock