wow

good fundamental . fair EPS should be 19sen P.A x PE 15 = rm2.8. 19sen is without insurance compensation.

since good result cant make the share price up, then i guess within 1month still can maintain 2.65+ but more than 1 month will back to 2.55(+-). but anyway i will top up when back to lower volume.

wow..becoz of HBI?

waiting.

really dont understand PE 54+, price still going up!!! so crazy

SUSPENDED..........AAC??

hope will become another HAI-O

William Hon is ACCA accountant so he know how to press down the result so that he have enough time to collect more share. current holding only 14%.
Result was good Profit before tax year 2017 - 9,503k (increase18%)
year 2016 - 8,074k

Lets assume each year PBT growing 15% + no further RI or Bonus issue
year 2016 -PBT 8,074k - share 666,666k - EPS 1.324SEN
year 2017 -PBT 9,503k - share 808,431k - EPS 1.023SEN
year 2018 -PBT 9,778k - share 808,431k - EPS 1.209SEN
year 2019 -PBT 11,224k - share 808,431k - EPS 1.390SEN

Assume using PE23
year 2017 - PE23 x 1.023SEN = RM0.235
year 2018 - PE23 x 1.209SEN = RM0.278
year 2019 - PE23 x 1.390SEN = RM0.319

Since no seasonal cycling factor + expanding company PE 20-25 should be reasonable.

Orderbook > 1.5Billion
NP margin - Average 15%
huge project but due to slow billing/delay so that Vivocom has not enough cash flow to handle those project.
I guess vivocom has two choice-
1)PP from public (ETC CNQC)
2)RI
Since PP rejected so they go for RI.
Prospect of Vivocom is good if you based on fundamental- Orderbook>1.5B, NP margin 15% BUT because of the trustworthiness of the company really big issue & Big share controlling so one word to describe - SHIT management.

sad case...all manipulated by big shark.

Gong xi fa chai. u huat i huat all huat

recently so many projects awarded but share price.......... what to say..lol

please keep low until 1Q2018 so that after 4Q2017 result, I can unlock others fund to purchase at a low price.

result out

bonus issue just to increase share trading in the market but no effect for long term investor

http://www.enanyang.my/news/20180127/%E6%80%A1%E4%B8%B0%E5%9B%BD%E9%99%85%E5%94%AE%E8%82%A1%E8%AE%A1%E5%88%92%E5%91%8A%E5%90%B9/

Hi luckypunting ,

ANY LINK??

Posted by luckypunting > Jan 28, 2018 06:17 PM | Report Abuse

alibaba b2b platform, doing a "Oldtown" play :D

bonus issues aim for long term basis. current level number of shares- 439 Million consider low volume compare with VS 1,311 Million. look at 3years ago VS share split + bonus issue and now bonus issue again, I think they aim is to have sufficient share trading in the market so that any good news will push up share capital> share price up. I remember this tactic usually used by some superinvestors

really disappointed with the management.

i dont want angpow, i want share price up.lol

hng33 & huatar333 both of u collect ingAnnjoo, Lionind & ssteel??? cash rich ??haha

sometimes too much news is not a good news. As long as good fundamental business and low PE will lead you to what your target price.

wow...still bottomless~~~

true.....cash rich but lossing money = dying
actually i bought at rm1 by looking at cash rich & high NTA but then sold at 80sen and realized parkson already cant compete with internet sales & current trend of fashion changed example H&M, Zara,padini, and so on, they prefer to have own physical store rather than selling through retail store like parkson.

Ks55 actually i appreciate your effort on Parkson, no matter how people talk bad about you but you still can give true and fair view to us.I think the only hope for parkson is to start sell off their properties and to distribute dividend to shareholders.

Ks55, haha you are still here all the time really have enough patience.lol

if ASP maintains above rm2600, 4 rebar companies should have very good EPS.

wonder88 agreed with u

enough to buy roti canai....haha

darth is giving actual facts about the company.

my opinion P/E is the god factor to decide price movement. Since large amount of share diluted, do u think UMWOG can make a good return? i guess UMWOG share price move only based on news.

im from logging industry, pls bear in mind there are several factors to decide whether a logging company can be profitable or not.
-diesel -30-40% of total cost (currently keep on increasing)
-labor - 20% of total cost (minimum wages keep increasing)
-USD rate- Selling price in USD, 4.4 to 4.06
Net profit margin may less than 5%, so any of above factors have slight changes make a huge difference in net profit.
For my opinion profit margin is important than production volume. 2 years ago may make a lot of money but now.....

wow...chinese buyers dont play play

I have faith in long term just short time ding dong risk. I think because of Bonus issue + right issue
in 2016 which significantly dilute 2017 EPS.

1)shareholder values increase 73% in 2 years time.
IPO rm0.20 per share , example bought 1000units from IPO, then 1:3 bonus issue,1:5 right issue with 1 warrant(subscribed) . now will be 1599units mother share & 266units warrant.
Spent on
IPO-1000units x rm0.20 = RM200
right issue - 1000 x1.333 /5 @rm0.20 = RM53.2
Total spent RM253.2

Now u will have 1599units mother share & 266units warrant:
1599units x RM0.25 =RM399.75
warrant 266units x RM0.145 = RM38.57
Total worth RM438.32

438.32/253.2 =1.731
increase 73% in 2 years time.

2)High Net profit margin 20% & Revenue continuing increase atleast 10%above.
Passed 5Q average Profit margin 20%.
If Revenue + NP margin keep on maintain for another 2 years, EPS ??

good job!!!

I dont think Yewyin33 is KYY.

this call unpredictable case(bad luck) but not about so smart. lol

kelvin008
where you get infor for 200m plus tax incentive for reinvestment and capital allowance(offset future tax) ?

im thinking switch from LIONIND to MASTEEL and average up!!

Why they still conversed into share?loan stock expired?current price 0.415 but conversion price 0.50. This means that they having losses right?
09Nov -Conversion of Loan Stocks - 2,657,500 shares at 0.500.

Albukhary, Thx you so much.

any effect on recently flood in penang?

edward123, take more rest.

Hi, if im holding UMWOG-OR but do nothing, what will it happen?
1) force to subscribe rm0.30 per share ?
or
2) EPF & PNB will take all my right??

I plan to increase my portfolio from current 10% to 20%. anyone have
combination like how many % of mother share & warrant??

Based on current DCR avg USD75 which below operation cost hence very difficult to get profit.
Latest contract bagged Naga 5 for USD26.4M (1 year) = 26.4M/365days =USD 72k
Upto end of 2017 maybe only breakeven.
In year 2018 maybe start generate profit.

《资汇》
>保健品與藥劑業務互補長短
韓丁國坦承，藥劑行是一個競爭激烈的市場，本地3大巨頭如康寧藥劑、屈臣氏、佳寧，以及大大小小的藥房業者，已讓該市場趨向飽和。不過，他堅稱，科鼎本身的保健品生產業務和藥房業務，有互補效應。
從科鼎的角度而言，通過一般藥房銷售的保健品，賺幅難免受到侷限，因為多了藥房業者這一層「中間人」環節。
反之，若通過本身的藥房，便相等于該公司可直接把產品推銷給消費者，賺幅較高。
至于「Constant」藥房，有一個保健品廠商作為後台，進貨成本也相對較低，所以比本質上只是進行貿易業務的一般藥房，更有競爭優勢。

>印尼中國市場未來成長雙引擎
目前，科鼎有約五成的製造業務營業額由品牌代工貢獻，另有近五成的營業額是由3個自家品牌貢獻，其中「Apotec」和「NuShine」品牌主要瞄準本地市場，而「Alpha Health」則為印尼市場量身打造。中國方面，他瞄準該國龐大的穆斯林市場。
事實上，韓丁國認為首季虧損的科鼎，接下來3季將扭轉局勢的信心，主要就是進軍印尼和中國的努力，開始看到成效。
至于中國，科鼎希望憑著大馬相當權威、廣受全球認可的清真（ Halal）認證，打開該國的穆斯林市場。目前，該國官方統計的穆斯林人數達約2000萬人，但民間估計的實際人數，可能達5000萬甚至上億。
抓緊清真認證利基優勢
韓丁國表示，中國13億人口的保健品市場雖然龐大，但競爭也相當激烈，當地業者佔盡量產和知名度優勢，因此該公司必須緊抓清真認證的利基優勢，專攻穆斯林市場。目前，該公司已經收到來自陜西、新疆、雲南、內蒙古等穆斯林集中居住省分的不少訂單，意味其努力開始收效

《资汇》
今年是科鼎（ BIOHLDG， 0179，創業板）上市的第3年，雖然在2017財政年首季（截至3月31日止）裁了一個跟斗，錄得196萬令吉的淨虧損，但該公司董事經理兼首席執行員韓丁國仍然深具信心，可憑著上游和下游業務的快速成長，將延續上市以來的成長紀錄。
保健品生產業務方面，科鼎已盯緊印尼和中國市場，而且這2個國家也確實如韓丁國所計劃般，開始帶來數十個百分點的高速成長率。今年首季，印尼的首間廠房已正式啟用，將讓該公司如虎添翼，在印尼加速成長。
至于零售業務，科鼎目前擁有17間「Constant」連鎖藥房，今年杪將增至30間分店。
韓丁國訂下目標，要在3年內，成為國內其中一個最大的藥劑行業者，與康寧藥劑（ CARING， 5245，主板貿服股）、屈臣氏（ Watsons）、佳寧（ Guardian）等市面上的藥劑行巨頭並駕齊驅。
為了達到快速成長的目標，不僅講求瞄準正確市場及完善供應鏈的策略，韓丁國表示，併購也是必要的手段。他披露，科鼎在生產業務和零售業務方面，都正在洽談併購事宜。
他表示，「我們可能很快就會宣布新的併購案。」科鼎在2015年以每股20仙的首次公開售股（ IPO）價格上市後，成為馬股少有的保健品股項，也一直是《資匯》密切關注的公司。
《資匯》曾在第393期（去年9月5日）和第414期（今年2月6日）報導該公司。
此前，只有安利控股（ AMWAY， 6351，主板貿服股）和海鷗企業（ HAIO， 7668，主板貿服股）等公司，業務較多涉足保健品，但它們焦點集中在以直銷的方式銷售保健品，而不是生產保健品，此外它們的直銷產品也包括其它許多產品，如日常用品。今回，韓丁國接受《資匯》近2個小時的面對面專訪，並且也帶領記者參觀位於雪州萬宜的總部。
在參觀過程中，韓丁國主要向記者介紹科鼎供研發用途的實驗室設備，以及產品的發酵與生產設備。
研發和生產活動是一般保健品和藥劑業者必不可少的2個環節，但科鼎卻打造了一條龍供應鏈，含蓋本身的草藥種植農場和藥房，比其它業者更為完善。

Good to have both of Leoting & edward sharing their knowledge to us. Thx you both for 无私的爱...