Accumulated back some lots at RM0.65 after failed to get at RM0.645/0.64 for few days.

For mid term return is quite promising, the dividend is about 2%++ while waiting the fruit to harvest..

Still hold..

Disposed all CSC..

Me also sold at RM0.92

Further accumulated at RM0.345..

A good bet ... everybody can "Fatt" including those investors of BJCorp

Further drop will provide golden opportunity to accumulate as the dividend payout is good (is better than put fd in Maybank). Actually the Swiber case will reduce the profit for year 2016 by 5% and expect more challenging environment in Indonesia.

Further accumulated few lots at RM1.08

Still confident that CCMDBIO will deliver good dividend and long term capital gain from the share price....

Tune pro should get advantage if the increased loading...

KUALA LUMPUR(July 27): AirAsia Bhd, Asia’s biggest low-cost carrier, carried 12% more passengers for the second quarter ended June 30, 2016 (2QFY16) at 13.9 million, compared with 12.4 million a year ago, well ahead of the increase in capacity of 4%.
In its preliminary operating statistics statement today, AirAsia said that its passenger load factor also rose 6 percentage points(ppts) to 85% in 2QFY16, compared to 79% in 2QFY15.
"At the end of the quarter under review, the group's total fleet size stood at 174 aircraft, which includes two aircraft that was delivered to AirAsia Japan which has not commenced operation" it added.

On an individual market basis, Malaysia AirAsia (MAA) carried 6.55 million passengers in 2QFY16, up 10% from 5.95 million passengers a year ago, well exceeding its 1% increase in capacity.

"MAA's load factor stood at 87% for 2QFY16 , up 7 ppts from 80% in 2QFY15," it added.

As at June 30, MAA operated a fleet of 81 aircraft.

“A new route was introduced during the quarter: Johor Bahru – Guangzhou. Frequency was added on one route: Kuala Lumpur – Shenzhen,” said AirAsia.

Thai AirAsia (TAA) also saw the number of passengers carried rise 18% to 4.17 million in 2QFY16 from 3.54 million in 2QFY15, ahead of the 13% increase in capacity.

TAA's load factor increased 3 ppts to 83% in the period, and took delivery of two additional aircraft, bringing the total number of aircraft in its fleet to 49.

“Seven new routes commenced operations: Chiang Mai – Changsa and Khon Kaen; Khon Kaen – Hat Yai; Hat Yai – Chiang Rai and Johor Bahru; and Bangkok – Kochi and Shantou. Frequency was added on one route: Hat Yai – Chiang Mai,” said AirAsia.

Indonesia AirAsia (IAA) reported a 2% increase in the number of passengers carried to 1.66 million in 2QFY16 from 1.63 million in 2QFY15, despite a capacity reduction of 11%.

IAA's load factor displayed a marked increase to 83% in 2QFY16 compared with 73% a year ago.

Its total fleet at the end of 2QFY16 stood at 22 aircraft, which includes 8 aircraft operated by Indonesia AirAsia X.

Philippines AirAsia (PAA), meanwhile, carried 1.01 million passengers during the three months, up 3% from 976,381 passengers in 2QFY15,despite capacity decreasing by 9% compared to a year ago as part of its capacity rationalisation plan.

“PAA ended the quarter with a total fleet of 14 aircraft..Two new routes were introduced during the quarter: Manila – Hong Kong and Shanghai,” said AirAsia.

AirAsia India saw passenger numbers increase by 76% to 533,050 in 2QFY16 from 302,136 a year ago, supported by 68% increase in capacity. Load also grew 4 ppts to 87% in 2QFY16.

KUALA LUMPUR (July 27): Syarikat Takaful Malaysia Bhd's net profit for the second quarter ended June 30, 2016 (2QFY16) rose 16.9% to RM45.53 million or 5.55 sen per share, mainly attributable to higher wakalah fee income.
The company, which is 60.25%-owned by Lembaga Tabung Haji's subsidiary BIMB Holdings Bhd, posted a net profit of RM38.95 million or 4.78 sen per share for 2QFY15.
Revenue came in 6.6% higher at RM462.21 million versus RM433.53 million in 2QFY15, mainly attributable to higher sales generated by both the family takaful and general takaful business, the company said in a filing to Bursa Malaysia today.

No dividend was declared for the quarter.
For the first half of the financial year ended Dec 31, 2016 (1HFY16), Takaful Malaysia’s net profit gained 8.2% to RM92.16 million or 11.27 sen per share from RM85.17 million or 10.45 sen per share a year earlier, underpinned by higher wakalah fee income.
Revenue rose 9.4% to RM1.09 billion from RM995.99 million in 1HFY15, also due to higher sales generated by both the family takaful and general takaful business.
On prospects, Takaful Malaysia said it will continue its value proposition of rewarding its customers with 15% cash back for general takaful products and establish a strong foothold in the local insurance and takaful arena, as the preferred choice for insurance.
"The successful implementation of core initiatives in operational excellence, technology driven capabilities, product innovation and performance-oriented culture will enable us to be ahead of our competitors, increase our overall market shares and continuously improve shareholders' value," it added.

Worth to look into it as CMSB not only the main supplier for cements and also project lead + handsome big projects..

KUALA LUMPUR (July 25): A joint venture (JV) between Bina Puri Holdings Bhd and Cahya Mata Sarawak Bhd has received and accepted a letter of award from Lebuhraya Borneo Utara Sdn Bhd for the proposed development and upgrading of Pan Borneo Highway in Sarawak for a contract sum of RM1.36 billion.
The award is for Phase 1 of the highway, for the construction of roads and bridges from Sg Awik to Bintangor Junction.
According to Bina Puri's announcement today, the contract is for a period of 47 months.
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The 70:30 JV is between PPES Works (Sarawak) Sdn Bhd (PPESW) and Bina Puri Sdn Bhd (BPSB).
The PPESW-BPSB JV was incorporated to undertake the contract as a condition imposed in the tender for the contract.
PPESW is the main construction arm of Cahya Mata Sarawak while BPSB is a wholly-owned subsidiary of Bina Puri.
"With this award, the total (worth of the) projects secured by the group in 2016 is RM480.66 million. We are confident of more successful awards before year end," said Bina Puri.

Worth to accumulate BIMB-WA (expired 2023) at low ...

Statement picked from "Stock picks for 2H16":
As the only pure syariah-compliant Islamic financial institution listed on Bursa Malaysia, BIMB is likely to be a prime beneficiary of the eventual launch of the Employees Provident Fund’s first fully syariah-compliant fund by January 2017, which will have an initial capital of RM100 billion to RM120 billion.

BIMB has the third-lowest gross impaired loan ratio in the industry at 0.94% (industry: 1.65%) and the highest loan loss coverage ratio at 200% (industry: 94%). This, coupled with its superior projected loan growth of 11% versus the industry’s 6%, places the group in a strong position to weather asset quality and growth challenges that the industry is currently facing.

Further accumulated some at RM1.11....
positive factors: palm tree is just entered golden age of productivity, present price is low and calculated value after minus the all the debt per acre is very attractive! Risk is : high gearing/debt and logging business is slightly underperforming.

Good to see some resistance even the market is in bad sentiment..

Matched some at RM0.35, q at RM0.34..

Still q at rm0.35...

All these companies are from Ipoh:
Unisem (semiconductor)
Carseum/MPI (semiconductor)
K One (consumer electronics)
Salute (consumer electronics)
So, Salute vs KOne... KOne with lower P/E but price is ?????

All these companies are from Ipoh:
Unisem (semiconductor)
Carseum/MPI (semiconductor)
K One (consumer electronics)
Salute (consumer electronics)
So, Salute vs KOne... KOne with lower P/E

BJToto up for 2nd day but BJCorp still no movemovemeAnyway will take opportunity to continue accumulating if price drop further..

Yes, matched some at rm0.355...

Disposed all after holding for 3mths +..

Matched some at rm0.355, q at rm0.35..

Still holding as this counter will even better at mid term

With present price of almost 8 years low (should off set market poor sentiment), so, further accumulated at rm0.36

Will BJGroup be the target...

KUALA LUMPUR: Groups of local sophisticated investors, comprising high-net-worth individuals, have pooled funds amounting to RM200 million to actively buy into Bursa Malaysia-listed penny stocks - defined as those priced at less than RM1 — in the next few months, which marks the beginning of open season for penny stocks, according to sources with local investment banks.

Of the exclusive investment clubs being formed, one of them is eyeing 20 penny stocks and so far has identified at least three potential target companies, according to The Edge Malaysia's cover story for the week of July 18-July 24, entitled 'Riding the penny stock roller coaster' by Liew Jia Teng. “They are approaching a few investment banks to help them hunt for penny stocks that are valued at below 50 sen per share, preferably loss-making and debt-laden companies in the services and manufacturing sectors. Basically, they will come in as white knights with restructuring and turnaround plans,” a source told the weekly.

Disposed half to take profit at rm0.68...

Matched both at rm0.355 & rm0.36.. although some business units are not performing well at present market environment but overall should positive or better for near future.. especially the share price is quite reasonable.

As the gaming business at Vietnam is going to kick off this month, time to accumulate especially the share price drop recently

Logs and crop production of the Group for the month of June 2016 are as follows :-

1) Logs - 42,592 cubic metres

2) Fresh Fruit Bunches - 103,074 metric tonnes

3) Crude Palm Oil - 12,356 metric tonnes

4) Palm Kernel - 2,403 metric tonnes

See opportunity to accumulate further when the price drops again, with more projects secured . The downside is very limited.

Getting very attactive at present price.. when checked the production report declared by JT from Jan-May 16, the coming Q4 performance of plantation should be much better compared with Q3
With the price at almost few years low... it is a good time to accumulate. The only risk is log/plywood business.

Matched few lots at rm2.05 to average the cost, so my average is around 2.1x
As the dividend expected better than fd and business visibility is still good and at expansion of manufacturing capacity. It is good opportunity to accumulate at low for mid or longer term.

Matched at rm0.62... take opportunity to accumulate at low as fundamental is not much changed.

Macthed at RM0.62... accumulated at low as fundamental is really impacted.

More to come and hopefully above rm1.60 soon..

Yesterday just added few more lots at R1.52 & 1.53..

It is strange that this news was not actef positive to market, but i think this may be good time to accumulate some more at present price.. this may be foreign fund is selling due to bad market sentiment is not good especially UK may out from Euro..

LATEST NEWS, CORPORATE
MIDF Research keeps Buy on Tune Protect, raises target to RM2.14
KUALA LUMPUR (June 9): MIDF Research has maintained its “Buy” rating on Tune Protect Group Bhd with a higher target price of RM2.14 (from RM1.89) and said the share price of Tune Protect is still trading far below its fundamental value.
In a note today, the research house said that it expects the stock to start pick up ground soon with an expectation of stronger earnings growth ahead
“We revised higher FY16 and FY17 earnings by 16% and 25% respectively.
“Hence we reiterate our BUY recommendation with an increased target price of RM2.14 per share,” it said.
At 9.45am, Tune Protect dipped 0.65% or 1 sen to RM1.52 with 100,500 shares traded.

Matched at RM2.16 & RM2.15..

As coming month is dividend month, with RM is still >4.+, at the price of around RM0.94+/-0.01....
Is worth to consider after recent consolidation..

As coming month is a dividend month plus exchange rate will still >RM4.0..
RM0.935~0.95 is very attactive price..especially fundamental of Homeritz is strong...

My expectation : RM2.40 by end of this year, the main focus will be 2017 and my tp is at least RM2.80
The downside is limited as visibility of this business is good, enjoy attractive dividend at 4% while waiting for the fruits to ripe.

http://www.bloombergtv.my/video/grandpine-capital-positive-on-oldtown-tune-protect/
After the news of Grandpine capital visit, the new ipo Salute share price turn from below ipo price to present RM0.91+
I believe this time Tunepro can break it RM1.60...

Take opportunity to further collect few lots...as the price is quite attactive.

The wave is on the way..

Opportunity to accumulate at low..

Accumulated back some lots..

Too earlier to jumped from theboat.. anyway, base on the PE is too high for this price. Congrat' to those can take the risk!

Disposed all to take profit and market uncertainty