if not for today red klci market sentiment, definitely good timing to up already now

i think pohkong qr being announced 1 month later than tomei can be reason why it's price is always lagging behind despite last recent QR is better than tomei

pohkong behind tomei again, chasing up is due

（吉隆坡30日讯）制造业有复苏迹象可带稳国内劳动市场，薪资调整加上第三户头（或称灵活户头）提款、国际游客回流，分析员看好消费领域前景，但提醒业者得了解婴儿潮和X世代、千禧一代（Millennial）和Z世代消费观的不同，因这将改变整个零售格局。

消费领域前景唱好
大众研究分析员今日在报告指出，消费支出的短期逆风还是柴油自由浮动及接下来将落实的燃油补贴合理化，但在更高可支配收入带动下，相信消费者情绪将逐步改善。

“我们认为，这些利好主要将惠及消费必需品，而不是非必需品，尤其宏观经济利空环绕、生活费攀升及市场对RON95燃油补贴合理化的担忧未散，这或造成对价格相当敏感的消费者‘降级’消费，或潜在惠及产品组合多元的利直南控股（DKSH,5908,主板消费产品服务组）。”

利直南控股 (DKSH)

评级：跑赢大市

目标价：5令吉85仙

产品多元可抵御价格敏感消费者转向低价商品的冲击，另外更高可支配收入也有利该公司，依据2025财政年每股盈利的7倍本益比，给予“跑赢大市”评级及5令吉85仙目标价，目前以6倍本益比交易，估值便宜。

quoted from source: https://www.klsescreener.com/v2/news/view/1366961

@Invest_888 very well analysis

topped up a few more ASIAPAC at 0.110 (29 july 2024)

sold a few sygroup to lock profit at 0.950 (10.27am 29 july 2024) still got some sygroup left

@NatsukoMishima lmao harbour earlier investors already earned a lot from capital gain even without divided pay out, while your swift still flip flop between 0.5 to 0.6

somemore currently both sygroup and harbour DY is higher than swift

what is your problem here bro?

@nemesis well said ^_^

cut queue top up a little more ASIAPAC at 0.110 (22 july 2024, 5.00pm t-price)

bought back a few prestar at RM0.500 (22 july 2024, 2.58pm)

bought a few PPHB at RM1.05 (22 july 2024, 11.08am, bought back those I sold RM1.14 on 11 july)

sold a few APM to lock profit at 3.06 (22 july 2024, 10.40am, still got a few left), preparing cash to buy other cheap stock

cut queue top up a few more KTC at 0.230 (19 july 2024, 4.50pm)

sold all remaining layhong at 0.400 (cut loss, 19 july 2024), fed up with the non stop esos issuing and insiders disposing, stock price is going no where due to these. many other better stocks to park my cash

we just keep monitoring the gold price can liao

@StartOfTheBull most probably follow already, so as other smaller gold retails companies, just no official announcement only. they all know how to run gold company, especially the biggest pohkong, no need to worry such thing for them.

@investorbat kalau ada mostly dari 0.585 & 0.590. 0.580 kurang volume

now I start to pay attention to this counter again since it become lower than my last profit locking price already, if lower enough I will lock profit from other counter (if available / matured enough) to transfer back here

I cannnot predict the peak for any rally any counter, if not do so before my ultimate tp, most of the time I will be ended up wasting time waiting. for those cash that I unlocked from one counter, I can easily use to top up other lowered counters in my other existing or interested counters list

@speakup please read my comment properly ya, I did not sell all, still waiting to top up at lower price

it is my style to lock profit stage by stage, every counters also so

@Bullballs gold price still high at peak level, anything above 2450 still can break new high or 2500 any time with just a spike up

@keluarpattern now fundamental a improved significantly compare to last year, especially recent QR

and what I see buyers and sellers so far are mostly retailers and being very patience in price bargains

@keluarpattern no worry just hold tight your 1 lot and enjoy your kfc. most of us bilis retailers here can buy back 0-3 lot with our dividend only. but there are many bigger / institutional investors out there. even if just 1% of the 3% given dividend coming back to the counter, that is huge enough to push this low volume counter at least back to it's pre ex date price already

@MikeyChan still reasonably below NTA

@humble_Investor thanks again~ dksh is indeed a well managed growth company

@Humble_Investor thanks for sharing the good news

focusing on other counters 1st while still holding 30% of my remaining stakes here. will transfer some capital back here if given proper situation

https://www.facebook.com/photo/?fbid=789378846706392&set=a.284127557231526

not pohkong's but most gold retails marked up their gold price today

@StartOfTheBull gd luck

topped up a few more POHKONG at 1.21 (17 july 2024, 11.22am), no brainer to top up while POHKONG still trading at price before gold price up

malaysia retail gold price baru mahu up follow global gold price, tomorrow tomei & pohkong should be got show already. those who no patience sold today dunno what to say

@Bullballs
Five birds in the sky is better than one bird in the pocket. Haha

very well analogue

@Bullballs very well said, most like to pay future premium although we still don't know how those big future projects can translate into profitability, credentials of company is even still unknown in new IPO

here we got established business with good consistent profit and also good future prospects, yet people think the stock is already priced in, no longer undervalue (although obviously it is still undervalue if you look into it's fundamental figures). those future stock not only priced in their future expectation that not guaranteed but some also overvalued even if the future is indeed as expected

it is no-brainer to just be patience at this stage

win win situation for the family and other shareholders imo, as sygroup acquired more subsidiary companies with cash & treasury shares (without loan / private placement / listing additional shares that will dilute the value of the company)

bought back a few ocb at 0.905 (15 july 2024, 9.08am)

@shawn88 good possibility if next QR deliver as expected

@nemesis oic, good to know, didn't know much about it's property sector, thank you for the info

keep speculating, might have reentered here if wasn't for the syariah status, was curious why it fall off syariah list, anyone has any info on this?

waiting for reinvestent of dividend fund on 22 july 2024

wait for the reinvestment of dividend fund on 18 july 2024

only possible negative outcome is that the purchase price is unreasonably high or IF the motor company is actually not a profit making company

@daretocutandchange not sure about the exact accounting but it should be very less relavant, as now those shares will go back to ling family in a trade of incooperating their other business of motor company into sygroup

should be a good thing as this year long buy back obviously attempt to push up the price without intention to collect low. (usually done at closing to push up the tprice).

the buy back may or may not stop right now but the job has been done. now ling family will get those shares, should be time to unleash the company value in market price along with it's new source of diversified additional income.

good thing about this company purchase is that it don't involves any loan or acculmulating of fund through or new share listing. all is done through company own extra idle cash and treasury shares. the new source of income from motor can be assumed as a free bonus

split share should induce price movement upward especially during this good QR, this down play most likely temporary and intentionally to sweep away some retailers. just a little mind game analsysis

@katara sygroup needed to be revaluate base on the purchase price of boulevard jaya motor and future profit generateable from this company

@speakup this pohkong is FA undervalue stock, not casino

@EatCoconutCanWin

lmao, 10%+ in response to a very good news, not even limit up, you are really delusional not knowing the value of this company. it is still traded below NTA unlike those true scam counter that traded way way beyond NTA.

go report if you really think this is a scam, don't be a sour grape here

with such mentallity you hardly make any good profit in bursa

my own thinking is that, the transaction is by company own cash and treasure share, is better to buy into new company than just keep the cash / treasury shares without doing anything

any additional profit is good (unless the company make losses in future due to subsidy affect)

ling family stakes in sygroup now higher they probably want the price to go up further, previously the share buy back intend is also want to pump up the pirce instead of trying to collect lower only

but still the main concern here would be whether the purchase price is reasonable

offload a few sygroup at RM0.880 (12 july 2024, 9.26am)