YTD (9M) Bursa has earned EPS 35.90 sen, just 11 sen short from FY2020 EPS of 46.80. If 4Q EPS can achieve 11 sen, then it is equal to last year (one of the best years).

9M 2021 Bursa ADVT was 3.89 bil, not far away from FY2020 4.2bil. (2017: 2.3bil, 2018: 2.4bil, 2019: 1.9 bil).

In last October, Bursa has an extra income of RM68 mil due to the disposal of CME shares on the US Nasdaq. If this amount is incorporated into their 4Q, this will be fantastic. Let's see.

After the budget, everybody seems like run away from Bursa, but EPF keeps on buying and embracing it, are they something wrong?

Oct 2021 ADVT: 3.1 bil, Nov 2021 MTD ADVT: 2.42 bil, better than 2017,2018 and 2019. Bursa will reverse back to pre-pandemic time?

YTD Bursa have earned EPS 35.90 sen, just 11 sen away from FY2020 EPS of 46.80. If 4Q EPS can achieve 11 sen, then is equal to last yaer (one of the best years).

9M 2021 Bursa ADVT was 3.89 bil, not far away from FY2020 4.2bil. (2017: 2.3bil, 2018: 2.4bil, 2019: 1.9 bil).

In last October, Bursa has an extra income of RM68 mil due to the disposal of CME shares on the US Nasdaq. If this amount is incorporated into their 4Q, this will be fantastic. Let's see.

As a regulator, SB issue will never happen to Bursa. If not, the whole stock exchange collapse. This is the safest counter in Malaysia!

Under the deep of the pandemic, toilet paper is still a hot buying item. This counter is a leading brand company in Malaysia and Singapore. The increase of paper pulp price gradually will be transferred to the end-users. Waiting for this company to declare a good dividend...

2nd half of the year would be more exciting following the recovery, albeit slowly because of FMCO but definitely better than these six months.

I guess this counter share price may not be increased much until Serba settles the account issue, perhaps Aug this year, but still have the possibility to go down during these two months. So, I think not suitable for short-term players. For long-term players, it depends on the outcome of Serba's case. There is always have plenty of opportunity in the stock market, as Bursa has about 1000 counters to invest.

Very hard to find a company which doing MONOPOLY business like Bursa!

Bursa is also a high DY counter, more than 6%, better than put your money in FD which is now only 1.5-2%.

Up-to-quarter ADVT from my own calculation is around 4 bil. More than 2Q2020 which was 3.758. If this month's ADVT maintains or increases, no doubt the YOY earning will be better. Hopefully, the dividend will be better also. 2Q 2020 paid 17 sen dividend.

I was a very strong supporter of Kpower prior to Serba's account issue, you can see my previous comments, as look from the fundamental point of view and their earning power, this is absolutely a superb counter. But when I see the way "they" handle the case of Serba, especially to propose the change to the auditor, I am very disappointed and this is definitely not an example of Good Governance. A company's future is laid on three principles, the first is the Right business model, the second is Good management, third is profitability. But if you do not have a reliable and accountable team, you may perform well for a short time, but surely not the long-term player. Whether you like it or not, Serba's case will have a great impact on this counter. Hopefully, Kpower quickly takes the lesson from Serba and regain the confidence of investors.

Take some suspicion on a particular person (or company) who owns a few companies (substantial or the largest shareholder) at the same time, unless he/she is a professional investor such as Warren Buffett.

Friends, I think better listen to Ansonliew, he alarmed us on this counter and the company big boss's tricks before the Serbadinamik's account issue revealed. I guess he might have auditor friends related to these big boss's companies.

This issue can be very tricky. I pity those who still hold a lot of this company shares. Hope that this company goes on with the appointment of an independent auditor to give a third-party review and solve the issue with KPMG amicably instead of proposing to replace the auditor and send a negative signal and speculation to the public. Please be fair to your so many faithful smallholders.

In the 1Q2021 report released today, the company management said "the total unbilled sales at 31 March 2021 amounted to approximately RM225m". Hopefully, it will bring forward to next quarter and we could expect a better 2Q performance.

This is a high DY counter, near to 8%, much better than put money into FD. On top of that, their div payment for the last 6 years was very stable: 14-15 sen.

The market only gives you a price but not the value. The value of a particular counter you have to study and calculate yourself. The company which making profit will increase their value, this is a most important measure in stock investment(Using EPS to measure it). If time is not your main concern, any other factors such as MCO, PP, and so on are all temporary. Weak Mr market is always a good time to buy value counter.

1Q2021 report release. EPS is 3.69 sen, increased by 39% if compared to 2.65 sen in 1Q2020. 4 sen dividend will pay on 15 July (Ex-Date 5 July).

Since the 4Q 2021, this counter price has a habit of sharp fall after Q report and sharp rise before next Q report. Please refer to the below link:
https://www.malaysiastock.biz/Stock-Chart.aspx?securitycode=0181&mode=1D

In my humble view, for a particular stock, the most important criteria are whether the company can make a profit or not(measured by EPS ). The corporate exercise such as PP, consolation, subdivision, etc. just has a temporary effect. For the case of Kpower, its profit keeps on increasing each Q from 1Q20:
1Q20: 1.24 sen
2Q20: 2.44
3Q20: 3.19
4Q21: 9.23
1Q21: 10.28
2Q21: 11.68
If their EPS continues to grow for the coming Q, this counter is considered an excellent stock, and the price will sooner or later pickup. The 3Q21 report will be released soon, let's see.

Buying a stock is buying a company's future, esp. their profitability in the future. One of the measures is to see the demand for their core product in the future. According to Mordor Intelligence in its report "Tissue Paper Market-Growth, Trends, Covid-19 Impact, and Forecast(2021-2026)", the global tissue paper market is expected to grow at 6.45% annually from 2021 to 2026.

Excerpt some main point from the interview of NTPM group chairman and managing director Lee See Jin by STAR reporter David Tan:
1. NTPM is aiming to increase their productivity by 20% annually to cater to the growth of demand globally
2. NTPM already secured orders from NEW customers in the US, UK, and Australia.
3.The new value products we plan to add will cushion us against the impact of higher production cost
4.Increasing the Ho Chin Minh City plant tissue output would help the company break even in Vietnam in FY22
5. Huge potential in the Vietnam market, tissue paper consumption per capita in Vietnam was growing at 5-10% per annum.
6. Our 9-months PAT (58mil) is already better than the entire FY20(8.9mil).
Full report please read today STAR.

Quoting from 7 Research Houses that covered Bursa after 1Q21 report:
MQ TP: 10.40, Buy
Kenanga TP: 8.80, Sell
HLG TP: 11.82, Buy
AmInves TP: 10.70, Buy
MIDF TP: 8.90, Buy
TA TP: 10.30, Buy
CIMB TP: 9.18, Hold
Average TP: 10.00, 5 Buy, 1 Hold, and 1 Sell
If you believe these so-call professional analysts, the price still has room to up. Waiting for 2Q div. Let see...

Another bigger cap in tech, Unisem earning even stunning, PAT surged by 1706%!!!

Banks earning definitely will be better than last year without Full MCO and moratorium this year(please refer to tremendous HSBC earning), Tech counters will continue to surge this year(Unisem PAT increase 1706% !!!), even if glove mania subsided (I guess not so fast), the second half shows a clearer picture of recovery, sustain low-interest rate, it is no reason Bursa can't maintain it steam, at least in this one to two years time. Just wait and see....

"EPS should be in the range of 14-18 sen" (posted on 25/4/21)
My calculation is correct, Bursa earns 15 sen in the 1Q 2021. Just 0.10 sen below the historical high quarter for the past ten years EPS in 3Q2020 which was 15.10 sen

Today's value up to 5.59b, the highest in April 2021 due to Glove Wind. Bursa should ride on this wind and other factors to maintain its profitable trend. RM8.40 at present is considered a fantastic price if compared to the last Q(4Q) release on 2/2/21 which was RM9.35, as this Q performance most probably will be better.

To be fair, every investment has its opportunity and risk. Don't only look at the gain of glove stocks when Covid 19 cases surging again, when the pandemic subsided, it will be a sharp drop in these counters. So as bank counters, seem like every ten years there is a recession, and bank stocks are hit by this lagging most terribly. However, this year should be a better year for bank stocks esp. after the second half of the year.

This is a good div earning company, last year was a very challenging year, but still paid an 80 sen dividend. This year's profit sure will be better, after deducing the rebate, installing the new meters and catch up gradually in RE business, can expect better dividend than last year. Let's wait and see...

Btw, this company gives dividend 0.8 every Q, if coming 4Q also declare the same dividend, the whole FY will be 3.2sen, equivalent to 5.3% DY.

I guess many investors worried about the increase in pulp price will affect their profit. But as smart businessmen, they will transfer the rise of raw material cost to end-user as their other competitors will do the same, right?

Yes. 1Q2021 ADVT was around 5.1b, compared to 1Q2020 which was only 2.5b, it is a 100% increase YOY; compared to 4Q2020 which was 4.8b, it will be a 6% increase QOQ. If the derivatives side also performs well, EPS should be in the range of 14-18 sen. By the way, from 1-23 April, the ADVT is 3.85b (my own calculation), better than 2Q2020 3.76b, this year IPO much more than last year, low-interest rate prolongs and the second half of the year will see the recovery more clearly. QOQ will drop? Let's wait and see.....

Another bigger prayer Greatec also posted a very favorable 1Q report, PAT increased by 152%.

My electric bills keep on increasing these few months after the rebate reducing this year, I expected Tenaga 1Q result will getting better YOY. Let's wait and see.

The fourish of EV, AI, 5G, automation just in a beginning step, tech bloom will at least last for 5 years. Vitrox posted a favorable 1Q result is one of the trends and will be followed by other tech counters as well. Happy trading.

15/04/2021 MACQUARIE TP: 10.40 BUY CALL
15/04/2021 HLG TP: 11.49 BUY CALL
02/04/2021 AffinHwang TP: 12.15 BUY CALL
AVG TP: 11.35
EPF keeps on buying this counter this month.
Shareholding Changes
Date of change Shares Director/Substantial Shareholder
16 Apr 2021 Acquired 1,000,000 EMPLOYEES PROVIDENT FUND BOARD
15 Apr 2021 Acquired 1,000,000 EMPLOYEES PROVIDENT FUND BOARD
14 Apr 2021 Acquired 1,000,000 EMPLOYEES PROVIDENT FUND BOARD
13 Apr 2021 Acquired 715,200 EMPLOYEES PROVIDENT FUND BOARD
08 Apr 2021 Acquired 450,000 EMPLOYEES PROVIDENT FUND BOARD
07 Apr 2021 Acquired 500,000 EMPLOYEES PROVIDENT FUND BOARD
06 Apr 2021 Acquired 1,500,000 EMPLOYEES PROVIDENT FUND BOARD
05 Apr 2021 Acquired 500,000 EMPLOYEES PROVIDENT FUND BOARD
02 Apr 2021 Acquired 1,000,000 EMPLOYEES PROVIDENT FUND BOARD
01 Apr 2021 Acquired 1,000,000 EMPLOYEES PROVIDENT FUND BOARD