I called my remisier,
asked is that posible reach at 1.90??
He told me, imposible.
He added: if u want to accumulate, rm2.40 can buy in.

price started to push.

Good campany like Kossan, the share price is stable.

Thanks,...papa.
Bcos share with us the info.

Good info to us as a Barakah's share holders.
Thanks!
Hold tight/buy in Barakah's share b4 fly to next higher price.

Good price to collect at rm2.26-rm2.30.

Alliance's reserach report on 19/12/2013
TP: rm3.16.
so low dunno what ppls in Alliance thinking & doing.
Price call: Sell.
Dun trust Alliance.
Thanks!

Hold tight in Dsonic in 2014.

Good action, EPF in Insas.

New contract for Dsonic will announce soon on Jan - Feb 2014.

B4 RHB's first report, i really dunno in Malaysia got such a good ICT campany like Dsonic.

1.Potential awards of new contracts in the next few months.

2. FY13 earnings could surpass our RM80.8mil full-year estimate.

3. Dividend surprise likely on the cards too.

4. RHB said it believes its FY13 earnings, due to be released by mid-Feb 2014, could potentially surpass the research house full-year estimate of RM80.8mil.

5. Improvements in overall profitability are likely on higher economies of scale, given that both its MyKad and passport contracts have gained further traction in 4Q13.

6. 该公司承诺把20%净利用作派息，我们因此认为终期股息或有惊喜。
( Dsonic promised to give 20% devidend to shareholders, we believed its bring good surprise to investors. )

7. 德达飞讯会在2015财年享有净现金地位，公司可能提高派息率。
( Dsonic will have net cash condition in financial 2015, Campany r expect to give higher Dividend payment. )

8. Maintenance Buy Call in 2014.
Doing well in end of 2013 & continue in 2014.

Only 3 research houses I confident with it.
1. RHB
2. CIMB
3. TA

Reserach's reports quite more detail & info more deeply especially CIMB & RHB.

I had been told fr my remisier since 2 ( 10.11.2013 ) days b4 the first RHB research report appeal. ( 12.11.2013 )

He worked as remisier at RHB Investment, PJ more than 20 years.( 4-5 years to go he will retire ).

He had good gathering & relationship with orang atasan/pegawai atasan fr certain campany included GLC.


I am not believed him simply bcos Dsonic is only a ICT campany ( price still at rm5.00 b4 shares split ) campared to O&G campany which make money and secured O&G contracts like Skpetro, Dayang, Uzma, & Yinson.

Started on May, I only chased & followed O & G campany. In my heart, ICT campany like Dsonic imposible to made big net profit near to 80mil- 90mil.
( My mind r totally wrong )

I was shocked when I knew that Dsonic's price hit at rm7.00 above something. I called him, rm7.00 still consider can buy in or not.

He told me can. He also told me RHB will update the latest research report regarding Dsonic.

Started from that, I believed him.
( b4 that I only think only O & G campany can buy in to invest, but i am wrong. My wife also argue me why u not believed him early.)

But, I do buy in rm7.00 some few lots, rm8.39 few lots & 2 lots at rm9.38.
I kept, ...& kept until now.
After split on 23/12/2013 I also kept. I also sell half of my lots shares in O & G campany to used invest in Dsonic.
Now I had made rm15k - rm18k above.

After Dsonic share split on first day ( 23.12.2013 )I sms him & asked:
Dsonic is split finally, is it consider to buy to accumulate in future?
Within 12 second, I received msg & answer is YES!

More good news r expect to announce early in 2014.

Fr him, he add TP rm2.58 easier to reach.
In their research next TP will be set at rm2.89.

From Inseder News
told from my Petaling Jaya's remiser.

Must higher the Dsonic's price will hit soon.

Correct, buy when Sunway price is weak.
Every year made profit money exceed RM100,000.000.

I am holding for the next ground price rebound.

RHB INVESTMENT.

Buyer vol is exceed than seller vol.
Price will push up fr now !

When the time has come, Kossan will go to rm4.10 - rm4.25.

correct ....agree with Stockman. I read b4 the statements.
I released some lots.
I buy in Dsonic on first day split at rm2.06.

Also I knew Datasonic wil secured contract soon.
Good news around the corner!

Buy in B4 too late from now.
Next TP r expected will announce soon.

yes!

Is a chance to accumulate at below rm4.00.

Buy & Accumulate on first day Split.
My remiser told me,
Dsonic worth to keep for long term.
Dun play Contra.

Now at 2.07/2.08
Today Highest at 2.11
TP by RHB is 2.58

it will fly soon,
Juz a matter of time.
Be Patient.

Will fly soon.

Correct, Is a chance to buy Insas below rm0.900.

On 20.12.2013
Another research house was gave TP to Kossan.

KOSSAN RUBBER INDUSTRIES BERHAD - Exceeding Expectations
Date: 20/12/2013

Source : PUBLIC BANK
Stock : KOSSAN Price Target : 4.73 | Price Call : BUY
Last Price : 4.00 | Upside/Downside : +0.73 (18.25%)


Kossan‟s results and share price performance continue to reflect its sustained growth momentum. To capture the Group‟s positive performance, we are revising our TP upwards to RM4.73 from RM3.61 premised on i) change in gradual product mix from natural rubber latex (NR) to nitrile (SR), whereby SR margins are higher, and ii) increase in dividend payout expected in tandem with higher earnings, thus factored in gradual step up from 45% (FY14F) to 50% (FY15F). Using our dividend discount model (DDM), our new TP reflects a 14.3x PER which we believe is reasonable. We believe Kossan‟s Outperform recommendation will be buoyed by i) continuing increase in capacity expansion to c.26bn gloves by 2017 expanding on its nitrile offering and ii) improved product efficiency through R & D which has proven to improve its bottom-line margins illustrated in 3QFY13‟s results.

Gloves. Revenue may continue to face issues of lower selling price from lower raw material price, however the change of product variants should sustain and gradually improve margins. The Group‟s efforts of strategically improving product efficiency and product mix to aid in the growth of earnings has proven to offset any top-line hindrances.

Clean-room gloves. Will support Kossan‟s gloves growth from better utilisation of newly-installed facilities which resulted in higher revenue. PBT for this division also improved as of 3QFY13 from a loss in the preceding year‟s corresponding quarter from higher efficiency and cost control. We assume this trend will carry on positively.

Technical rubber products (TRP), has successfully tapped into the infrastructure and automotive products segment, reflected through increased sales from these product types. The commissioning of Kossan‟s TRP plant in Indonesia by 4QFY14 to cater for automotive industry products including panels, rubber engine guards, etc. would boost its revenue contribution further from current c.10%, from what we understand.

Increasing nitrile offering for higher margins. The Group‟s product mix currently consists of 55% synthetic rubber (nitrile) and 45% natural rubber (latex). Going forward the Group aims to target an 80% SR and 20% NR ratio production, as SR gloves yield better margins.

Outperform at TP of RM4.73. Our revised TP reflects the Group‟s growth momentum coupled with results materialisation of its strategies, this we deem is deserving of our new valuation. Remaining conservative, our forecast only considers a 80% capacity utilisation rate, whereas the company‟s actual utilisation is operating c.90%.

Source: PublicInvest Research - 20 Dec 2013

Hi guys,
QE wil happen 2 weeks begin fr now.
Do u think we still can hold UMWOG share now?
I affraid the price will drop in between rm3.50 - rm 3.80.
I am juz concern & share with u all ( juz a feeling )

Buy in Dsonic today b4 too late. ( my advice & opinion )

My TP rm4.50 or above.
when fall below rm4.00, I think can accumulate.
UMWOG is the stock which is run long term investments.

Mine TP rm1.60.

SET lower TP( rm3.60 ) mean someones wish to buy /
accumalate with low price in UMWOG.

Bcos they r knew UMWOG is bright futune &
further solid growth O & G campany.

This research house ( I dun wan to mention which research house )
really "pandai".Gave lower TP, then they can able to accumulate
UMWOG with low price.

For Me, I only confidence with 4 research houses RANKING as below:
1. RHB Investment
2. CIMB
3. TA.
4. MIDF

Agree. most importantly is no bad news coming fr AGM.
INARI Big Shareholder r Insas.
Inari made money & bright futune bring banefit to Insas as well.
Insas's bos really a low profile person.
:-)

TODAY RHB RESERACH OUT
MAINTENANCE CAL BUY IN KOSSAN
TP :rm4.52

We came away from our recent meeting with management feeling more
optimistic on Kossan’s (KRI) outlook. We lift our FY14 estimate by 4.7%
to reflect the group’s improved production efficiency and stronger
contributions from its higher-margin products. Maintain BUY, with our
FV moved higher to MYR4.52 (from MYR4.13), in view of KRI’s healthy
capacity expansion plans.

1. Expansion to boost earnings. KRI recently acquired a 9.26-acre land
parcel in Klang, Selangor earmarked for capacity expansion. Once the
acquisition is completed by 1QFY14, it plans to build 20 new production
lines by end-2014.
1.1This will lift its total installed production capacity by 5-
6bn pieces annually to 27bn pieces (ongoing expansion will boost
capacity to 22bn pieces by May 2014).
1.2 We believe this would bolster
KRI’s production and earnings moving forward as it targets for the new
lines to be commissioned latest by 1HFY15.

2.Expanding TRP segment. We gather that KRI is looking to expand its
technical rubber product (TRP) division in Indonesia – it plans to begin
construction of its new plant there by 1HFY14.
2.1 We are upbeat on the
prospects of its TRP division given lower production costs and the
favourable operating environment.
2.2 As of 9MFY13, its TRP division
chalked up positive sales growth of 8.2% y-o-y, with sales of its
cleanroom gloves soaring >100% y-o-y.

3. Lifting FY14 estimate. Our FY13 estimates are unchanged. However
we raise our FY14 net profit estimate by 4.7% after raising FY14 EBIT
margin to 14% (from 13.4%) to reflect the group’s enhanced production
efficiency and greater contributions from higher-margin products such as
cleanroom gloves.

4. Maintain BUY.
We continue to like KRI given its:
i) strong earnings
visibility from its planned capacity expansion over the next two years,
ii)
balanced product mix (53% nitrile and 47% natural rubber), which allows
it to tap into both market segments. We maintain our BUY call, but raise
our FV to MYR4.52 (from MYR4.13) in view of KRI’s healthy capacity
expansion plans. Our new FV is pegged to a higher 16x (from 15.3x)
FY14 EPS, which is in line with the sector’s average weighted FY14 P/E of
16.4x.

( Juz share yours )
Nido Hires Jack-Up Rig from UMW

Posted on Dec 18th, 2013 with tags from, Hires, Jack-up, Nido, Rig, UMW

Commenting on the execution of the binding rig contract with UMWSD,
Philip Byrne, Chief Executive Officer at Nido:

“We are pleased to have signed a binding rig contract with UMWSD and we look forward to drilling operations commencing with respect to the Baragatan prospect.
The Baragatan prospect is one of four wells that we will be drilling over the course of the next 6-12 months in the Philippines and Indonesia”. .

From:
OFFSHORE ENERGY TODAY.COM
The industry's upstream news provider

CIMB UPDATED RESEARCH FOR UMWOG TODAY
STOCK RATING : ADD
TP : SAME rm4.63

Title :
No taming this dragon
Hot on the heels of a contract extension in Vietnam for Naga 2 last
week, UMW-OG today announced that it has secured the first contract
for Naga 5 for a job in the Philippines. The company is on a roll as it
eyes more regional opportunities for its expanding fleet of jack-ups

Points are:
1. We continue to value the stock at
22.5x CY15 P/E, a 40% premium over
our implied market target of 16.1x,
but still within the historical P/E
range of the oil & gas big caps.
Aggressive fleet expansion is the
potential re-rating catalyst that
supports our non-consensus Add
recommendation.

2. we are
nonetheless thrilled that UMW-OG
has secured a contract for Naga 5 five
months before the jack-up is rolled
out. Naga 5, costing US$223m, is
currently under construction at
Keppel's yard in Singapore. Naga is a
Malay word for dragon.

2.1 Though the contract duration is only
for about six months, it helps to open
a new market for UMW-OG as the
company builds its presence in
Southeast Asia.

2.2 The Philippines is the
company's third new market this year
after Vietnam and Thailand. Having
said that, Malaysia remains the
company's main focus.

3.Because of the short contract period,
UMW-OG fetches a higher daily
charter rate of US$165,000 vs. our
expectation of US$150,000. We
expect the rate to normalise to around
US$150,000 once the jack-up is put
on a long-term charter.

4. Accumulate the stock and ride the
excitement as UMW-OG embarks on
an aggressive fleet expansion to take
advantage of the shortage of
Malaysian-flagged jack-ups as well as
the high demand for this asset class in
Southeast Asia.

same opinion with eric345685!

1. Kossan, the campany net profit exceed RM100,000.000.
2. Campany made solid profit every year.
3. Dividend paid.
4. Good management team.
5. Expansion in 2014.

Investing

Home > Business > Investing

Published: Wednesday December 18, 2013 MYT 5:39:00 PM
Updated: Wednesday December 18, 2013 MYT 5:43:16 PM
Accumulate UMW-OG: CIMB Research


KUALA LUMPUR: Following UMW Oil & Gas Bhd’s announcement today that it had secured the first contract for the Naga 5 jack-up drilling rig in the Philippines worth US$7mil, adding to last week’s contract extension in Vietnam for Naga 2, CIMB Research is calling a Buy on the stock.

“The company is on a roll as it eyes more regional opportunities for its expanding fleet of jack-ups. We continue to value the stock at 22.5 times CY15 price-earnings ratio, a 40% premium over our implied market target of 16.1 times, but still within the historical price-earnings range of the oil & gas big caps,” the research house said.

“Aggressive fleet expansion is the potential re-rating catalyst that supports our non-consensus Add recommendation,” it added.

UMW-OG in a press statement said that it had bagged the drilling contract from Nido Petroleum of the Phillippines, with work commencing in June 2014 for a duration of about six weeks.

CIMB Research said although it had factored in contributions from the three jack-ups slated for delivery next year – Naga 5, Naga 6 and Naga 7 – it was nonetheless thrilled that UMW-OG has secured a contract for Naga 5 five months before the jack-up is rolled out.

Naga 5, costing US$223m, is currently under construction at Keppel's yard in Singapore.

“Though the contract duration is only for about six months, it helps to open a new market for UMW-OG as the company builds its presence in South-East Asia. The Philippines is the company's third new market this year after Vietnam and Thailand. Having said that, Malaysia remains the company's main focus.

The research house advised investors to accumulate the stock and ride the excitement as UMW-OG embarks on an aggressive fleet expansion to take advantage of the shortage of Malaysian-flagged jack-ups, as well as the high demand for this asset class in South-East Asia

( From: Biz Business )

Somwtime really be patient.

I think can buy in at current price now.
Some counters shares stay at price in between let say
1.00 - 1.05, we dun know when will rebound after ( 1.00-1.05 )
stay at some 30days in the technical chart.
( juz an opinion )
Insas made money.
Inari also made money.
HoHup jv Malton' project in Kinrara.

All is positive news.
Juz a matter of time ,when and waiting
Insas' share price to exceed rm1.00.

my remiser adviced me to hold & dun play contra in Kossan.

I like UMWOG.
This solid growth O & G campany.

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS): DEALINGS OUTSIDE CLOSED PERIOD
UMW OIL & GAS CORPORATION BERHAD

Type Announcement
Subject DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
DEALINGS OUTSIDE CLOSED PERIOD
Description Pursuant to Paragraph 14.09(a) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, Puan Fina Norhizah binti Haji Baharu Zaman, a Director of UMW Oil & Gas Corporation Berhad had transacted dealings in the securities of UMWOG outside the Closed Period. The details are set out in the table below.

NAME OF AFFECTED PERSON: FINA NORHIZAH BINTI HAJI BAHARU ZAMAN

DESIGNATION : DIRECTOR

NATURE OF INTEREST
DATE OF TRANSACTION
(DISPOSAL)
NUMBER OF AFFECTED SHARES
PRICE PER SHARE
PERCENTAGE (%)
DIRECT
16 DECEMBER 2013
140,000
RM3.81
0.006
DIRECT
16 DECEMBER 2013
100,000
RM3.82
0.0046
DIRECT
16 DECEMBER 2013
60,000
RM3.83
0.0027

UMW OIL & GAS CORPORATION BERHAD

Type Announcement
Subject DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
DEALINGS OUTSIDE CLOSED PERIOD
Description Pursuant to paragraph 14.09(a) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad, Dr. Leong Chik Weng, a Director of UMW Oil & Gas Corporation Berhad had transacted dealings in the securities of UMWOG outside the closed period. The details are as set out in the Table below


NAME OF AFFECTED PERSON: DR. LEONG CHIK WENG
DESIGNATION: DIRECTOR

NATURE OF INTEREST
DATE OF TRANSACTION (DISPOSAL)
NUMBER OF AFFECTED SHARES
PRICE PER SHARE
PERCENTAGE (%)
DIRECT
17 DECEMBER 2013
150,000
RM3.951
0.0070