Yeah. Bone made wrong estimate twice times to BPPlas before but this round, he made the right call.

Ok listen to Cricketlast, to accumulate either in Oct or Nov before warrant expires.

Wow congrats Luckyg!

Liihen will have EGM on 1 Nov 2017 for the proposed acquisition of new subsidiary, DPSB.

http://www.malaysiastock.biz/Company-Announcement.aspx?id=1000981

Hehe, if including dividend, my total earned is almost 20%, and gonna to be the highest total dividend i been received soon and all happened just within one year only.
Of course not a very exciting return, but this counter is safe and steady with the support of strong balance sheet.
I will looking forward TP = 4.30 with PER 10x.

YTD, Gadang already won RM1.75b contracts and RM860m development projects in GDV.
I believe it shall be sufficient to maintain next 3-4 years bottom line.
Even not talking about Capital 21 project and utility division performance yet.
It would be good that current share price is still hovering within this range, it can let value investors to accumulate more and more.
We just need to be more patient.

Yea buy warrant and convert to share: 0.50 + 0.85 = 1.35
If buy mother share then cost = 1.38
Looks like buy warrant can have cost saving.

Steel price up might affect construction profit margin, but their tender margin is so high. Shldn't much affected.
Somemore, power concession division shall begin to contribute profit from 2018 onwards.
Plantation division already disposed to avoid further losses.
Definitely Gadang is undervalued counter all the way.

Wait for any update for the LRT3 package first. Be patient.

Dear RainT, I will encourage you to better take this chance to sell at this price range since you're not happy.
There are still a lot of counters other than Liihen.
No benefit for your health and life if you're holding a counter which made you unhappy for 1 year.

部长说，那些感觉不到经济成长的人是在装睡

Break 3.50 soon ^^

Hi Aero1, where your source for the at least RM20m revenue contribution?

Let's say buy warrant and then convert to mother share as compared to straight buy the mother share, which one is worth it?

Very good. Market made the response very fast.

Behavior and attitude will determine the investor's achievement. The more knowledge an intelligence gained by investor, the more value and money shall be gained as well.

我们对巫裔企业家其实认识不深，希望报章可以多多介绍他们的来头和背景

Great article!

IRB practice is you pay the money first, I will tell you the truth then.

http://www.malaysiastock.biz/Company-Announcement.aspx?id=1000583

http://www.malaysiastock.biz/Company-Announcement.aspx?id=1000557

Interesting. That's good chance to top up at lower price.

Dear RainT, I would like to advise you doing homework properly. How sure you could justify they don't have new factory expansion, venture new market etc.. ?

Based on Bursa announcement, they officially published 2 contracts been awarded totalling RM477.8.m so far in FY2017. However Aminvestment Research said that Kimlun YTD construction jobs win to RM820m, surpass annual target of RM700m for FY2017.

http://www.thestar.com.my/business/business-news/2017/09/18/aminvest-research-ups-kimlun-fair-value-to-rm2pt76/

https://klse.i3investor.com/blogs/kianweiaritcles/132460.jsp

RM10 billion LRT2 project package now pusing to be distributed at the beginning Oct. Let's see how!

http://www.enanyang.my/news/20170915/%E5%8F%91%E5%B1%95%E5%BC%80%E9%94%80%E4%B8%8A%E7%9C%8B500%E4%BA%BFbr-%E9%A2%84%E7%AE%97%E6%A1%88%E7%85%A7%E4%BA%AE%E5%BB%BA%E7%AD%91%E8%82%A1/

Let's me summarise contracts won in FY2016 and FY2017 so far:
10/3/16 - RM1,461 mil (Pan Borneo, target completed by Mar 2020)
29/3/16 - RM200 mil (SBG MRT2, target completed by Nov 2019)
27/4/16 - RM98 mil (housing construction in Plentong, target completed by Jul 2018)
23/5/16 - RM166 mil (5 blocks construction in Petalling, target completed by Apr 2019)
29/11/16 - RM53 mil (tunnel segment linings for MRT2, target completed by Sep 2019)
Total new orders replenished in FY2016 = RM1,978 mil

8/5/17 - RM263 mil (MBJB construction in JB, target completed by Oct 2019)
15/9/17 - RM215 mil (2 blocks of condo construction in Plentong, target completed by Jun 2020)
Total new orders replenished so far in FY2017: RM478 mil

If further breakdown by year:
FY2018: RM98 mil
FY2019: RM682 mil
FY2020: RM1,676 mil
3 years total contracts contribution: RM2,456 mil~

And there's still have 4 months plus in FY2017 to allow Kimlun further replenish the new orders within RM600-800 mil annual target.

http://www.malaysiastock.biz/Company-Announcement.aspx?id=1000168

A bit surprise. Push up so fast than I expected.

http://www.theedgemarkets.com/article/north-korea-fires-missile-over-japan-lands-far-out-pacific

Stupid analyst, if based on FY2016 net profit of RM80 million, MYR appreciates 10 cent then profit will hilang RM8.8 million.

TRC secured another RM348.3m MRT jobs again.

T+3 short selling is over. Now back to upward trend again.

My entry price is 1.50 and 1.6x respectively. will be happy to collect if further drop to 1.3x or 1.4x :)

最后一段才是亮点！

The best source to calculate forex risk is referring to Annual Report page 107:
Assuming USD weakened by 10%, net profit to be reduced by RM4.308 million.
RM4.308 million represented 5% only of FY2016 net profit RM80,669 million only.
So now MYR/USD rate dropped from beginning month of 4.27 to today's 4.20, which equal to 1.67% only, but Hevea's share price already dropped from beginning month of 1.67 to today closing of 1.51 which equal to 11%.
Think about it, izit the market overreact too much?

So far 0.855 is fair value to Luxchem with PE 15, comparing to 0.85 of Samchem with PE 15 as well.

Hi lone216, have to wait them complete the process. I think next Monday shall be done everything. Just wait for announcement will do.

http://www.sinchew.com.my/node/1679996/飓风哈维冲击美石化生产．国油化学．乐天大腾受惠

I guess Hevea will be hovering within price range RM1.30 and RM1.50 for few months until next QR, like what happened to Top Glove last year.

Gosh. The trend to dump Hevea kick off d. Target to collect below 1.40.

Favco is very cyclical stock. If it really drop to RM2.25 level, then is very attractive to buy!

Thanks Aries for sharing. I knew that Starbucks recruit local people in China and mixed with domestic culture for their products, that's why made them successful now.

From 0.76 opening yesterday to 0.885 now, equal to 16.4% capital gain within one day only.

If want to boost share price in the short term, the Board can propose 2-for-1 bonus share or share split to reward shareholders and improve volume liquidity as well, just like what happened to Luxchem now.

Appreciate for those attend AGM today, pls update any highlight.. Thanks

Extracted for Hevea Annual Report page 106 regarding how they managing forex risk:

Foreign currency risk is the risk of fluctuation in fair value or future cash flows of a financial instrument as a result of changes in foreign exchange rates. The Group’s and the Company’s exposure to the risk of changes in foreign exchange rates relates primarily to the Group’s and the Company’s operating activities (when sales, purchases and borrowings that are denominated in a foreign currency). The foreign currency in which these transactions are denominated is primarily United States Dollar, Chinese Yuan, Euro Dollar, Japanese Yen, Singapore Dollar and Indian Rupee.

Foreign currency risk is monitored closely on an ongoing basis to ensure that the net exposure is at an acceptable level. On occasion, the Group enters into forward foreign currency contracts to hedge against its foreign currency risk.