All the analysts are pessimistic on Airport because of a myriad of factors. While understandable, the chart tells a very different story.

At this point, I believe that all the negative factors have already been priced in.

End of the day, there may be many airline companies, but only 1 airport monopoly.

so much anger... lol..
looks like there's something i know that you dont.
but anyway, there are bulls and there are bears. Thats what makes a market.

You may be very surprised in the coming months ;)

Err Kian, I hardly think that manufacturing touch screen devices (TVs, smartphones, PC monitors) are a sunset industry. I'd be damned if i were to invest in a company that does movie production though.. lol

I doubt we'll get very much dividend this coming year. They said they need to shore up some cash to meet with some capital adequacy ratio or something of that sort.

Yes, very good quarter. 3Q14 Revenue jump 30.4% YoY and Net profit surge 39.4% YoY. Next quarter could be even better as the new 'Unsaturated Polyester Resin plant in Melaka' ramps up production to 75% utilisation and should contribute further to the top and bottom lines. Bear in mind that this new plant was only just completed earlier in the year.

Net Cash also RM1.50 liao..

I think RM5 too conservative.

Doesnt make sense to buyback shares now though... new expansion plans are likely, in which case, funds would be better utilised for capex and and working cap. No?

"Cup & Handle" chart pattern breakout. If you drag the chart further back to June 2013, even better with "Double Bottom" pattern. Nice juicy C-cup sizes, which should give investors an erection all the way towards RM2.72 :)

BursaMalaysia.com

Some people buy, some people sell.. thats what makes a market.
But yeah, i think this stock would benefit shareholders in the long run

Which research house publish this technical report?

Technical breakout! expect some momentum buying :)

逍遥子... the cashpile is not strictly speaking belonging to KFIMA.
Its actually all from their listed subsidiary FIMACOR...

Hi Cheongcy, nice to see u checking back on the stock now that results are out.

Bonus issue's definitely some good news, but impact abit diluted by many other companies that have done the same.
Anyway, PIE's a cyclical stock. 3 years good, 2 years bad that kinda thing.. looks to be like we're into half a year of good with more to come..

Have u revised your TP upwards?
I'm gonna be abit more greedy and target a broad range between 11.5x- 15.0x PER. Thats something like RM8.60-RM11.25 :)

Share price break out ahead of results release..
So... likely to have good news to come? :)

Listed Holding Company Kumpulan Fima (KFIMA) slated to release earnings tomorrow. We've already got a glimpse of Fima Corp (FIMACOR)'s stellar results last Friday, which is likely to have a very positive impact on KFIMA's earnings tomorrow. Share price performance of KFIMA has been lagging behind FIMACOR. Time to look at KFIMA instead?

Cheongcy ... u using DCF? What are the assumptions u are using?
My RM8.60 TP is just based on 1-year fwd P/E.11.5x (rough rough 5 year peak P/E valuation).

Wow.. RM7.11 based on 5% growth rate...
What target price if assume 25% growth rate?

Mother share ex-div today, will shareholders be entitled to some form of dividend to account for the ex-div adjustment?

anyone subscribed for the dividend reinvestment programme?

A few possible scenarios:
1) Speculators previously bought it ahead of Ah Huat movie. Now movie out d, want to sell.
2) Koperasi selling (they have been selling over the past 1.5 years)
3) Recent headline earnings not impressive, short term traders panic then sell

My darling for 2013 and 2014:) Will also get to reinvest the dividends at just RM2.71!

yup, already read that one.. I think its very interesting.
Their Ah Huat brand is just one year old, but it has gained alot of goodwill through advertising and marketing efforts over such a short time span.

Its good that they try the restaurant business again. this is something that they had previously tried and failed with their Alicafe counterpart brand.
In anycase, its just an associate business now (20% ownership), but with overriding royalties of 1.5%.
Could be big business.

Vinvin, if you think the results were good, then i have better news for u. lol...
Same quarter last year had some one-off gains on disposal.
Roughly, if you exclude gains on disposal, same quarter last year would give you RM7.6m in earnings.
So... ~14% earnings growth year on year.

Today Ex-div 4 sen.. and share price RM3.41. Huat ar!

20k shares is pretty good d
If i had more money, i would buy more also.. but looks like i am maxed out for now. lol

P/S:
Just to clarify abit,
15-20% sales growth is per annum basis
25-30% earnings growth is also per annum basis

Mind sharing how many shares you guys are holding?

Yeah, quarterly results would be out either tmr or Thursday.
I think PWROOT is a good company to just buy and keep.
Should be good for the next 2-3 years at least and I am targeting rough rough RM4.00-5.00 in 2-3 years time.
In my opinion, some of the key selling points for PWROOT are:

1) Assume sales to grow at 15-20% over the next few years

2) Net margins currently at 12%, though i believe its possible to grow to at least 15% over the next few years. (Note that they had net margins of 22% in 2008). Just need to cut back abit of advertising, can liao. I think their advertising spend may be abit overkill.

3) So, if 15-20% sales growth, combined with some margin improvement, looks like got alot of potential to grow earnings, maybe even 25-30% growth for the next 3 years

4) I think given the current market situation, where else can find 25-30% sustainable earnings growth (2-3 years), yet trading at just 12x next year's earnings? ROE is also in the >20%s now, and this shows efficiency in management.

5) New Ah Huat movie should be a boon for the stock in the coming weeks. Assuming the movie doesnt flop too badly.

6) Large shareholder "Felda" has been throwing PWROOT's stock, but at the same time, many of PWROOT's directors have been buyers of the stock even at this price. So, with management's vote of confidence, I am much more assured about the company's prospects.

7) Competition is not an issue--- yet. I have found that PWROOT has been avoiding competition by expanding into countries where OLDTOWN for example is in. e.g. So far, PWROOT has not expanded into China, but instead, concentrated in the middle east. Just look at their youtube arabic adverts, potential plans to set up a plant in the UAE, setting up of offices there...and you know that they are about to make a big push there.

8) Eqypt political turmoil a problem, but this was barely noticeable in the recent quarterly results. This goes to show that growth in Malaysia, and even their other export markets have been enjoying fantastic growth which more than offsets the lost of sales in egypt.

9) Also, market cap is currently approaching RM700m. Funds wont really notice this stock below the RM1b mark. but once that happens, share price might really fly!

10) PWROOT recently initiated the Dividend reinvestment program, which lets you reinvest the dividends at a 10% discount to the share price. This, coupled with a healthy 4-5% dividend yield, could rank the stock among the dividend/growth plays for consumer stocks!



BOTTOMLINE:
Regardless of near term results, I believe PWROOT to be worthy of a long term investment and expect alot of its potential to really bloom over the coming years. I have been invested in PWROOT for more than a year now, and have been accumulating even at RM2.15 recently.

It is now among only 2 of my CORE holdings in the Malaysian market which suits my criteria in terms of quality, potential, and valuation (among other criterion), and I intend to reinvest my dividends into the stock.