FYI Caryn.MBMR WA have surge more than 40% dy.

Great.ACELEE you also spotted on IREKA.

Zelan WA is a good buy now if we are confident on their turnaround story.Although we might paid the high premium now but due to the better prospect,Zelan WA is definitely worth it a look.Cheers.

Please do not underestimate Hunza as well.Cheers.

Adventa likely to have double growth driver and I am strongly advise members to monitor it as it might 5 bagger in 7 years time.We wait and see.I do not have any of Adventa yet but I will not hesitate to make it a big punch post 2018 if their financial performance continue encouraging. .Cheers

Good time to accumulate more PUNCAK.Cheers

Dear VPLIEW

It is my pleasure and honor to share my view with you and the members here.Cheers

thanks ACELEE

I am totally agree with ACELEE.Contrarian (cyclical)+asset back

So now is bear or bull?haha.Please give a stance.haha

Dear VPLIEW

sorry for later reply as I seldom visit MBMR WA as I am more on the mother normally.Before we go on,I would like to highlight the risk for investing MBMR WA first.

[1]Unsteady overall market
With the current overall market is unstable due to political reason (which cause oil to be remain for the next 6 months),it could affect market sentiment but however I am still optimistic over 2015 market performance as the world ECON data is encouraging and coupled with China,EU and Japan QE,equities market will be full of liquidity.Moreover,back to market cycle,do we ever see mkt will be in donwturn when interest rates remain low.From my view,overall econ will only be in pressure when only 2nd and 3rd round of interest rates hike in overall econ.

[2]GST
The worry of GST over domestic market is minimal from my eye.yes it will affect in the short run but I am looking over the longer view (one year).howevermGST can also be a good news for MBMR too as people will more likely to prefer cheaper and ok quality cars (ie AXIA) post Apr 1 rather than more on imported cars.

The above is my view over macro econ for MBMR WA.Now we on MBMR
[1]Recovering of Alloy Wheel
CEO mentioned in the AGM that the operation for the Alloy Wheel will be turnaround by FY 2015 as major contract have been inked and effective DEC 2014 onwards which represent at least 5 times jumps on production capacity

[2]Encouraging sales on AXIA
62000 booking as know and I expect more to come post GST implementation

WHY MBMR WA and not MBMR
As noted,the movement of derivative (warrant) is closely linked to mother.i am putting a conservative TP for MBMR (RM 3.30-RM 3.50) by next Sept/Dec and 15% premium over its MBMR WA,so I believe bro should have by now know which could be a better play if you are positive over auto industry.

Cheers

Water will finds its level.No worry,MBMR's AXIA sales is encouraging and turning around of Alloy Wheel is imminent.We wait and see.Hope All of us will get some fish in MBMR WA.Cheers.

Dear Members

The TP of RM 4-4.80 will be an addition to me as I am looking forward RM 3.3-RM 3.5 within a period of one year (till Dec 2015) and I am putting a 15% premium on its warrant as I stated in the above.Can it be reach?we wait and see and hoping all of us will be benefited from the counter.Cheers.

Dear Tan

I am intend to utilize my balance cash in line with my own strategy in the real market.I am thinking of create a portfolio to do that under [my portfolio] but I think that it is unfair to others participants as the reference price is based on today closing price.This will be final adjustment.Understood that the game rule will be remain until Dec 2015 (and no addition and cash put is permitted) ,however,what is the impact to the game portfolio in case of corporate exercise and movement (ie.Dividend,expiry of warrant)

It it is ok,KW please assist me in buying this too
AWC 10000 shares
Zelan 5000 shares
MBMR WA 10000 shares

Thanks

Dear Lai63

First of all the EGM will only be held on Jan 7.

For the (b)q,no one is able to confirm that as this all depends on market forces.But however,uptrend is expected to price in the dividend booster and Puncak is relatively undervalued currently and I expect it should at least finds its level above 3.55 after EGM.

Cheers

Hi Tan,My intended portfolio will be as follows;

Zelan 25000 shares (Great turnaround)
Zelan WA 45000 shares
Fututech WA 35000 shares (Great NPM and above average ROE for construction)
Gadang WA 30000 shares (Clear visibility following 12 months just that Warrant will be expire on Sept 2015)
L&G LA 65000 (Unbilled sales+improving ROE)
BJCORP 55000 shares (Net net play)
Balance cash

Thanks

Dear Calvin

I am agree with you too bro.but however,i think that you have made a small mistake in your website.

BJ CORP Current Price 51 Cents (6 Sept. 2013) Calvin’s One Year Target Price RM1.00 (bro ori wordings),wouldn't it be 2014?

Cheers

Feng shui for me is about law of nature.cheers

if you said 200 points,i deemed it was a correction which is not a crash/crisis.However,I am looking forward a burst in Global econ will likely happen 2016 onwards (highly likely 2nd of 2016).The reason is pretty easy,global liquidity.

Eu,China,Japan has initiated some sort of easing measures to accelerate econ growth which will provide mkt with enough liquidity.For me the key will still be on the interest rates increment.it is not mean that Econ will have in bad shape everytime which there was an increment in interest rates but however its negative effects will only be experienced by us when the supplies of money come to pressure (perhaps after 2nd or third time to interest hike)then we will come to another round of market cycle.It is highly likely for the world Econ to take aggressive move over its interest rate by next year solely (increase interest rates by 0.5-1% everytime meeting) as those move will be bad on ECON but rather it will likely takes a long period to implement those measures.Thus,Interest rates and Inflation will be the driver.

Moreover,do we deemed that current market is overvalued?For me the answer is not.I gave you a pretty easy illustration,Back 2007-2008 period,Bursa is trading at PE 33 before and now Bursa is still below PE 18,thus mkt is not crazy yet.The same scenario even if we extend our analysis back to 1929.

For those who familiar with TA,I think you do also understand market cycle etc.From me and my team analysis,the super bull run will likely 12-18 months long run starting from now onwards based on Chinese "LO PAN" as the 2018 will likely be the major turning point.Moreover,the same is also indicated by Gann Theory and likely we will see CI to reach beyond 2000 levels (2200-2400 level) by next year/H1 2016.

Cheers

How to see no stable sephiroth?mind to share?

Nope.I am confident on the Mr TEW TP but I am fine tune the TT as the company ROE is increasing and I do also prepare for second round big buy after 2018 when its BJ project is getting near completion.

GST,Slow economy?haha,remember Malaysia will be lead by Major player of US,Japan and EU as liquidity will be more and more later.

For those who like play FOREX,please observer closely the movement of USD/JPY after Dec 27,2014.But However,my style of playing FOREX is through option and Futures and not the TA overnight play.FYI,I had long USD/JPY since 112 and now preparing for another play.For those who familiar with FOREX,you should understand better than me the effects of returns when JPY reahing 125/130.we wait and see.

Sep 2, 2014 08:13 PM | Report Abuse

Hohup is a very good counter now, TP is RM 3.0 by CNY, method of calculation is base on 倚天屠龙剑法。

Mr.Cytew. Do we need to stretch the timeline?

oh.too sayang Kcy.That the level I start buying back after I trimmed from 0.32-0.28.It is ok.Did you buy back bro?

MBMR-WA can be a star for next year.We wait and see

Dear Clonewear.There are lots of fund inside Sona.please do homework.Cheers

Congrats Kcyim 1970 for your decision.you had make a first and bold move.However,please closely Zelan when market are stabilize as it could be a good bet anyway.

No you are right Skyea.my position is consider small among my groups of friends as most of my positions had been locked in others (ie.BIMB WA).You will hardly to see my name to appear in the top 30 as I have done pretty much to avoid that due to my family restrictions and rules unless accidentally we forget to do some of precaution measures which some of our members name appear in the top 10 non-insti warrant holders for MRCB WA.

Dear Friends

I do not know whether this round correction can be the start of the next "super bear" however I am still cautiously optimistic looking forward a KLCI to reach 2000 by next year.The reason is pretty easy,can we see a super bear before a super bull in our previous history?the second is that we could will only see economic burst when oil price is high but do we ever seen an econ downturn when oil price remain low?it is a still no,thus I am encouraging a friends around me to keep on investing and stay positive.I and my team still holding significant stakes (5-13% of paid up) in few of the entities in Bursa and we walk the talk.(Zelan,AWC,Fututec,Gadang,MRCB WA ,BIMB WA,Sona).

Back to MBMR,from my observation most public had quietly forgotten about MBMR after its strong growth past 3 years.However,the recent homework that I am done on MBMR has again spark my eye especially news flow that came out at Nov 19-20,2014 which contains a very positive catalyst for MBMR.Recently MBMR CEO has disclosed its big plan for alloy wheel which I see it can booster.Moreover,the encouraging sales for AXIA will makes MBMR visibility for the next one year is relatively clear.

I do not hold any yet for MBMR but I am focusing on its warrant as we deemed that its restructuring plan for Alloy Wheel will add a fast growth driver for the next 1.5 years.Cheers.I and my team valued MBMR can find its level at RM 3.3-3.5 by next Sept 2015 and giving 15% for its 2.5 years warrant.Cheers

Dear kcy.i believe all of us must be suffering now especially for us bought above 30 level.i myself have approximately 3135.6 lots (000) of mother and 3100 lots of son currently after trimming down some during last few days.my suggestion is that if bro worry on further down,bro can trim half of your position and wait them at lower level.i personally viewed that KLCI will break 1700 and found its support at 1650-1680 level thus I had trimmed about 20% of my initial position and buy back later.FYI,my group of friends has holding more than 10% of Zelan currently as we believe this is one of the unfounded gem by the retail public.cheers.

No worry.just the financing cost of RCPS.

Sona will be a good buy below 0.4,and the more he dip,the more we should buy as head we win and tail we still win.Cheers.Understood that many members here will be claiming that even with the current oil price,any O&G M&A project will looks unattractive,yes it is correct as I have said in my previous comment but however we should ask our self where is the equilibrium price for oil?and do not forget then the threat from Shale oil too if we see for a longer term (10 years).Scare bo?

However,the rational for me and my team still adding on Sona aggressively (even though lots the uncertainties that Sona need to encounter) is pretty easy,we have the safety nets for in case of not go through any project and the I am ok with it even it do not have QA till its dateline.Cheers.But I am certainly do not intend to buy its warrant.For me and my team,we are playing the risking game with a risk free capital why it is we need to worry right bros?If Oil rebound and the next target QA is given green light (provided that it is feasible) then we can ride on it. I viewed Sona as a FD investment of 5.6% p.a. with potential for bonus.

For members Info,I have more than enough position to get my team to have directors seat if we wish.Cheers.

Yes,i am agree with you Gohcheehoh.I found LBICAP have similar prospect too.

Nice Well come to you rock tan.just noted that you have only 2 postings,thus I assume you are new to the forum.welcome.

I am agree with you rock but however as a value investor we can't exactly time the market as well as we can't ensure all win on our investment.it is highly unlikely to get 100% winning rate (note is not returns)as we could only maximize the winning probability for each our selection.

Back to Zelan,what rock said might be right but again the earnings visibility of zelan is clear as per gadang.if you are worry，you can put a stop below its critical support below 30 to reduce the risk per investment.thus,head you win tail you don't lose much.

Dear Friends

Each of the stocks have own individual growth level and so do Seal as well.Seal has make me more than 100% in the past one year due to its well selling property projects and the drop in financial performance is expected for the coming few quarters as well.This is because the earnings ability of existing biz of SEAL is not that impressive.So the question of lousy is depends on which stage that we are boat in.If we enter for now,it is obviously.....

Back to L&G,I see there is a chance for the stocks to have 75-100% gain by next Sept as the co ROE is improving substantially.Note,this is my second entry after cashing out with more than 100% within one year.We wait and see.We just made a comparison with titijaya as well as SHL which have similar market capitalization,then we could see some spark.Can our dream realize?we eagerly while also patiently looking forward on that.Cheers

Yes.Indeed the market overall market is at historical high level but there is still an undervalued stocks in the overvalue market?agree.Yes,we must be cautious but I move the another way round,I am all in-ing while Eastpring is keep his pace.cheers

The recent report has spark my eye as I am anticipated the current quarter will appox RM 20-30m only as I viewed the effects of completion of Elements has been priced in last q,nevertheless,the current result will act as booster for my valuation and a bonus to all of us.Cheers.

Do not forget they are charging us with RM 7.8m for fund mgt as well as advisory fees for doing the "great things".cheers

I know what you mean 4u2c.Cheers.In addition to that,I am strongly expecting SC could faster settle the Platinum deal,but looks like the deal will only be settle by Q1 2015 according to some report.But no worry,just that its affects our CAGR.

When most of the investors is losing patient that is the time for an equity to rebound.Heading South?we wait and see.

But share buy back can be a weapon for OLH to increase stake indirectly as well.He shares no change but percentage change.

First barrier will be RM 0.70 then RM 0.90-RM 1.00 if result is proven by following few Qs.Cheers

Outstanding LA will only be 144.7m as most of them has been converted previously.Thanks.

No bro.The GST will only be imposed on the brokerage (services) IF they intend to.So no much effects,no worry bro

If we think that investment environment in Malaysia is getting tougher with various unfair implementation I.e. GST then I think we could faced higher challenge in US with the claims of capital gains tax in US etc.My view is that it is beyond our ability to guess about that but what can we do is to full force in digging out gems in Bursa or whatever market (which there is still a lot I seen) rather wasting our time discussing on that.Betulkah bros semua?

Moreover,the GST is charge over the brokerage which additioal charge will be 0.6%*0.06.So its effect will be minimal.I dont think i will stop investing because of the "so called" additional cost.Cheers

I am fully understood your thinking and feelings kcylim1970 although I do not know your cost but I just initiated my first batch buying before Oct 2014.I am strongly believe your RM XXK in Zelan will make you at least 50-60% returns in your investment within half to one year.My own position and my team position is much more larger than yours bro and we are still very happy to see they are dropping.

Overcome psycho barrier on this is a must "go through" route to become a professional investors.Cheers

Do we ever seen market enter into bear market without seeing any "crazy move" in the overall market,it might be a further down but it will not be bear market.Bear market is only be happen with structural econ problems are in issue.Thus no worry bro,stay invest stay alive.

Moreover,seeing from the average price per share transacted,advance decline ratio etc,market still have much more room to grow to "crazy".

Cheers.

MRCB is not for value investing unless its show me higher [operational]ROE but they are the good candidates for strategic investing especially for their warrant due to its high gearing.

Yes,indeed MRCB is transforming but we need to see the fruits in at least 2-3 years.The next quarter result will not spark as the disposal of platinum Sentral is not completed but full year result will be inspiring if all settle by this quarter (Dec).We wait and see.

Mikromb has been fundamentally solid with robust growth momentum.Indeed it will be a good buy at current level but I will wait.Remember,valuation,patience,as well as operational methods is the determinant of investors long term success.

No worry Cyphua and members.L&G will at least conservatively reach RM 0.80-RM 0.90 (fully diluted) level by Sept 2015 based on PE of 10 given its above average profitability and efficiency. L&G had made more than 100% for me since last year and this is my second round buying in.

From my eye,although Ireka showing strong determination in turning around the co (from loss to reasonable profits) with vast amount of contract on hand.However,what I am interest IREKA is not possible results but rather it is an asset play (Buying asset of RM 1.00 with RM 0.50) for me.The key will be on mid of next year "Big event".If the financial performance of the co also turning positive,then it will be a bonus for us.Cheers.