Value Investor Coo1eo

amits108 | Joined since 2013-06-21

Investing Experience Advanced
Risk Profile Moderate

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User Comments
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2019-02-14 23:48 | Report Abuse

Holland counter...2years ago already warned You all. ....fair price is RM0.98

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2019-02-04 05:55 | Report Abuse

if there is bullshit promised by mgmt, can we drag them to court?
this 2017 Annual Report full of crap.....just read the CEO message makes you want to vomit.

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2018-06-27 09:45 | Report Abuse

malinfan - i would like you to explain how you arrive at 0.55 value? i also want to learn

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2018-06-27 00:07 | Report Abuse

This time best for Maybank to scrap the DRP......at RM10 which idiots will buy?

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2018-06-12 22:39 | Report Abuse

Nya Ma....DRP RM10.....market price RM9.6....who will participate?

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2018-06-03 21:13 | Report Abuse

@RainT...u should just leave

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2018-05-17 16:38 | Report Abuse

dividend money is used for GE14 campaign....so they need time....

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2018-05-16 20:50 | Report Abuse

Dividend need approval from finance minister.......

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2018-04-18 13:41 | Report Abuse

Who is going to AGM tomorrow?

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2018-04-04 16:49 | Report Abuse

"Factory hit by Tiangong"
What is that?????

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2018-04-04 13:45 | Report Abuse

What do u mean fundamental changed?

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2018-03-25 14:17 | Report Abuse

Mudajaya or mudagagal- it is a scandal tainted company

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2018-03-01 13:34 | Report Abuse

i have a day job, and live in JB - so i can only try if the date works for me or not, but try i will. and if i do go, i hope to meet all you good people there. together we can look at the mgmt in the eye and deduce if there is any substance in the "recovery" strategy or not.....

to me, a success of TunePro as a company is hinged on many facets, not just on TF or TZ.

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2018-03-01 10:56 | Report Abuse

I am going to try to attend AGM

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2018-02-28 17:16 | Report Abuse

Today is last day to announce!

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2018-02-27 08:57 | Report Abuse

Uchi had a good year in 2017; and here is how the management is describing 2018 -

"To the best of our knowledge, based on our customers positive outlook on demand, the Group expects a high single
digit of revenue growth in USD for the financial year ending December 31, 2018.
We do not expect any significant changes in our principal geographical areas of distribution and product group
contributions. Factors that will affect our performance include fluctuations in USD, material shortages or fluctuations
in material prices and increasing labour costs.
Nonetheless, the Group is confident that we will remain profitable and maintain a strong balance sheet."

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2018-02-26 13:30 | Report Abuse

@joeytay - scold management for share price? are you kidding me? that's like saying i should scold you because it rained so heavily yesterday that there was flash floods!
if there is business loss, or property value impairment due to bad mgmt then you can scold. so far, i will commend KIP mgmt for maintaining the steady Property Yields but will tell them to buck up on the Melaka and NS properties as the utilization there is low.

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2018-02-26 13:26 | Report Abuse

Q4 results will be announced later and final proposed dividend will also be mentioned, which will be subject to shareholders approval at AGM and by time you get the money is July'18

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2018-02-26 01:13 | Report Abuse

Results out Wednesday.....35 pls

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2018-02-25 22:45 | Report Abuse

Tomorrow results are out. Hope they declare 9 sen at least.

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2018-02-25 22:40 | Report Abuse

How was the scene at KIP AGM 2017?

I will try to attend the next AGM

News & Blogs

2018-02-25 12:57 | Report Abuse

You need to also remove the special dividend or capital return. Some of these companies may have cash pile that they do not plan to reinvest in the business and thus reward the loyal shareholders.

News & Blogs
News & Blogs

2018-02-25 09:37 | Report Abuse

Very good research and analysis on the company and industry David! Blessing to have you share this to us all.

News & Blogs

2018-02-25 09:31 | Report Abuse

@Albukhary - mutually we share and learn from each other.

News & Blogs

2018-02-25 09:10 | Report Abuse

@arv18 - thank you for bringing Marco to my attention. It will be in my radar for now.

News & Blogs

2018-02-24 23:06 | Report Abuse

@Albukhary - I think it really depends how and why Amy moves from one business to another. If she finds Milk tea giving her better returns (profit or yields) than lemonade, it means going for a business that is more profitable, and soon after move to the next (Healthy Juice) when the profits for Milk Tea drops.

You see, the purpose of any business (investment) is to maximize the returns. For as long as Amy understands the business that she is going into well, the risk and the returns it is not speculation.
If she does her homework that the new business it is more profitable and does not just follow the "fad" blindly, it is an investment.
However, if Amy just jump on the Milk tea "bandwagon" because other are doing with the "hope" to sell higher without knowing that business well, then she is speculating.

"Never fall in love with a stock, it is always important to be objective and sell when it price exceeds the intrinsic value and there is a better opportunity."
I will write about this in the future - how to appraise your investments and how to determine intrinsic value.

News & Blogs

2018-02-24 17:54 | Report Abuse

@arv18 I am no invested in Marco and do not know about Marco. However, since you asked, I did a quick check.
Here is my take on Marco
Financials
- Small cap, company that has been around for close to 50 years
- Good financial fundamentals; sitting on cash pile of RM100M; debt free.
- I like that they consistently have been rewarding shareholder with dividends year after year
Business Analysis
-Past years,earnings are flat despite higher revenue
- Marco is in a tough Business position - In an age of Smart Phones, Smart cameras in phones, wearable, fitbit, i-watch, ipad and all sorts of other gizmos, Marco is trying to stay in market selling Casio watches, calculators and cameras in the consumer space.

Outlook
The business margins to be squeezed further a competition is very intense and there are so many players and new technologies.

Having said that, it all depends on what Marco's mgmt. plan to do.

Anyways, the above is just my take based on a 20min quick check, do not take my inputs literally. There is much that is unknown by me. Do your research.

News & Blogs

2018-02-22 16:54 | Report Abuse

I appreciate the comments above. Motivated to write more. Stay Tuned.

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2018-02-21 11:01 | Report Abuse

@pakatan_harapan2 and @ Undi_PAS - this is not your place to play politics and buy votes.
go elsewhere!
here we talk about the share and investment

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2018-01-13 16:53 | Report Abuse

@myway...what profits?

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2018-01-09 13:26 | Report Abuse

@shamopi - abuse of fund? then please sell all your KIP REIT shares and get out of here, quickly.

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2018-01-05 18:44 | Report Abuse

nonsense....RM4.....RM7 at least!

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2018-01-05 18:38 | Report Abuse

with the markets on a roll, these funds wants to play on counters that are flying....hence REITs are less lucrative now....IMHO

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2018-01-03 14:03 | Report Abuse

@shpg22 - the dividend for 1H'17 is only 7sen; not 17sen
FY'16 they paid 13sen.....if they do 14 or 15sen this year it is a fair.

10sen is special one off pay out as they have the cash pile to return to shareholders...

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2018-01-01 13:49 | Report Abuse

Save - no such bonus issue in the plan.
Since 2010 it's all DRP

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2017-12-29 14:42 | Report Abuse

@ivanforbay - u have a point. need to understand what is going on...how can this be...

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2017-12-29 14:24 | Report Abuse

As long as Uchi can grow the business, there is nothing to stop the confidence in the share. fundamentally the company is sound but top line growth and expansion is also crucial.
they have been very closed about their growth plans (or may not have any plans)

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2017-12-28 16:05 | Report Abuse

today alone seeing 1.3m shares being dumped is concerning.....plus this is window dressing period.
all time low of 0.83...next is at 0.77

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2017-12-28 14:13 | Report Abuse

@jasonkhoo - Beware! The DY should not consider one off pahyouts (special div)
so at 3.3 what DY are you getting now?
less than 5% ???

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2017-12-28 14:05 | Report Abuse

@shorty - u think so? property utilization i less than 85%
also must what is % of tenants not paying promptly.......petty traders are very notorious