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2014-08-02 14:52 | Report Abuse
If really aluminium price continue to go up,
I will add some more 5000 units@PMETAL next week.
Hard to predict next Monday, consolidate for 4 to 5 days might happen but maybe not.
2014-08-02 14:41 | Report Abuse
KUALA LUMPUR: UOB Kay Hian Malaysia Research expects market conditions will continue to favour small/mid-cap stocks, which have outperformed the FBM KLCI on a month-on-month basis in the last seven months.
The research house said this was one of the longest winning streaks in its 14-year performance review.
“Year-to-date (YTD), the FBM Small Caps Index has outperformed with a 21.7% year-to-date rise versus the KLCI’s 0.6%.
“We advocate being selective, picking beneficiaries of compelling investment themes or with specific event catalysts. These include Deleum, Barakah Offshore and Malaysian Resources Corp Bhd (MRCB),” it said.
UOB Kay Hian while small/mid caps have trounced the large caps’ YTD returns in all sectors under its coverage in 1H14, it reckons market conditions will still support further outperformance although it advocates being selective in stock picking.
“Valuation drivers include ample domestic liquidity amid government-led efforts to support undervalued small/mid-caps in Budget 2014.
“We also reckon retail investors, who have remained net sellers of Malaysian equities with RM500mil and RM6.5bil in net sell trades in 1H14 and 2013 respectively, would raise exposure in small/mid-caps.
“We also reckon the interest rate environment is still supportive, and even a potential further 25 basis point hike in the overnight policy rate (OPR) in September 2014 would not derail sentiment,” it said.
UOB Kay Hian said however, speculation in particularly the micro-to-small caps is stretched, for example companies trading at high multiples (nearing 10 times) or investors bidding up unproven conceptual stocks without perusing the strength of their business models (for example quality of earnings).
However, it pointed out that there was still value to be found. Small/mid-caps, as proxied by the FBM Small Cap Index, are up 21.7% YTD and 60.5% since the General Election in 2013, against the KLCI’s 0.6% and 10.8% respectively.
“Our top picks are MRCB, Deleum and Barakah (particularly its loan stock), while interesting situational stocks include Hong Leong Industries (see table overleaf).
“Notable NOT-RATED stocks include Suiwah, Tune Insurance and Heveaboard. Heveaboard’s earnings growth will be driven by higher operating margins from its expansion into higher-value ready-to-assemble (RTA) products, a more favourable product mix in the particle board segment, as well as a 50% decline in interest expense from 2Q14 onwards, having already settled its high-interest-rate term loans.
“Other beneficiaries of thematic investment plays include Sunway (emerging township in Medini, Iskandar) and SKP (cyclical recovery play).
“The recent retracement of HOLD–rated stocks that should rebound include Uzma and Tropicana. For year-end positioning, we like Perisai, Sunsuria and WCT,” it said.
http://www.thestar.com.my/Business/Investing/2014/07/31/Market-conditions-to-favour-small-mid-cap-stocks-UOB-Kay-Hian/
2014-08-01 20:38 | Report Abuse
3 situation will happen on next Monday:
a. Correction price.
b. Correction price but then rebound back ( fr red to green )
c. Continue to bullish toward RM6.00. (50% 50%@ half chance )
2014-08-01 16:02 | Report Abuse
Hope PMETAL dint kena UMA.
Jangan lonjak dengan mendadak.
Biar ia normal.
2014-08-01 15:58 | Report Abuse
Patient, TMAKMUR counter yang mantap dan baik.
2014-08-01 15:52 | Report Abuse
nevermind, impreza.
wait for price correction on next Monday.
For Me, I still keep and holding for the bright future@PMETAL.
2014-08-01 15:38 | Report Abuse
U got buy in Pmetal or not , impreza ?
2014-08-01 14:16 | Report Abuse
some profit taking is normal one.
2014-08-01 14:14 | Report Abuse
above statements, newspaper also got appeared today.
2014-08-01 14:12 | Report Abuse
Who know , but I hope Norges collect actively in DELEUM.
hi hi !
2014-08-01 14:04 | Report Abuse
Im not too sure now,impreza.
But in PMETAL's cover report yesterday by RHB
if u read deeply and carefully,
this stock is really worthest to invest in it.
worth or not worth to buy in is depend on u, impreza
I cannot decide for u bcos it is ur money.
Yesterday b4 12:30 noon , I read the cover report,
我直接 buy in 5000 units@RM5.328 share @PMETAL
without any consideration deeply after I read the report.
I sold my other stocks in order to buy in PMETAL.
I get shocked juz now bcos I noticed the PMETAL's current price now.
2014-08-01 11:20 | Report Abuse
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1637713
Compare cumulative period Mac 2013 and Mac 2014. ( Big diff ! )
2014-08-01 10:39 | Report Abuse
DUN HAV ANY REPORT REGARDING THE TP ( CANT FIND IN INTERNET )
CAUTION !
2014-08-01 10:35 | Report Abuse
almost exceed rm0.460.
once is break, will test rm0.470 for today !
2014-08-01 10:33 | Report Abuse
要买值得买进的股如PMETAL, L&G, TMAKMUR.
2014-08-01 10:11 | Report Abuse
Wah, Really worth to sail in the boat@PMETAL !
2014-07-31 16:57 | Report Abuse
TMAKMUR= good prospect campany @ good dividen pay !
2014-07-31 16:47 | Report Abuse
simctgal, the RHB cover report only came out today b4 12:30 noon 31.7.2014.
2014-07-31 16:46 | Report Abuse
Dunno, But I ran away fr KNM with rm1.06.
Net profit only rm1002.
2014-07-31 16:30 | Report Abuse
I dunno as what Fat said above, but I believe Tmakmur will hit even more higher than current price today.
2014-07-31 16:28 | Report Abuse
Read RHB cover report today deeply.
2014-07-31 15:21 | Report Abuse
No, Pmetal totally diff fr Dsonic.
2014-07-31 15:20 | Report Abuse
Give a chance to DELEUM to prove it at rm3.00 in August 2014 !
Juz matter of time !
Told it .
thanks .
2014-07-31 15:16 | Report Abuse
Hots news fr Zelan juz now few minutes ago.
2014-07-31 15:10 | Report Abuse
I should add more units share in SUMATEC at rm0.40 something, missed the boat.
2014-07-31 10:59 | Report Abuse
really good campany to invest !
2014-07-31 10:47 | Report Abuse
I ran out fr LIONFIB already.
Took Profit RM1000 better than nothing.
2014-07-31 10:41 | Report Abuse
Long run is save in CMSB, JRJS.
2014-07-31 10:02 | Report Abuse
maybe will reach near at rm0.775 today.
2014-07-31 09:39 | Report Abuse
Im not think so , is time to fly today !
Stock: [PMETAL]: PRESS METAL ALUMINIUM HOLDINGS BERHAD
2014-08-02 20:47 | Report Abuse
我觉得很难讲,如果price correction 8 cent - 12 cent,
那么我会进2 lots. if correction 15- 20 cent, I think will add another 3 lots. ( my stretegik only ).
2nd condition, if really bullish like 1.8.2014 yesterday above or near to RM6.00,
Then I add 2 lots directly.
Once fr green turn to red, I will add another 3 lots.
3rd condition, add 5 lots directly ( 不管它是上或下,那就不用想这个那个, 买了就算了).
In 31.7.2014 Thursday, RHB Cover report juz came out fr oven ( 新鲜出炉)
那时不太多人知道。今天华文报纸也没卖这新闻。
( fr internet right now 8:48 pm, Malaysia Biz Business, The new strait Time, Kinibiz also dint talk about PMETAL )
今天或拜一应该会刊登在经济版。
不要想这样多,wkkht.
Price up or down is mostly depend on market & big fish or big fund & maket global.