@TiffanixLVxHermes please check your inbox ya, thanks

nasib didn't entered a lot here. actually pok rally then dump also with a few profit after open at 1.00. mana tahu 5k block right after open. definitely didn't know the nature of the counter that time. first time here and probably never revisit again

sold all today at price between 0.935 to 0.940. big mistake get trapped here by the QR. didn't have much time tu study more about this company before reacting to QR that released on afternoon.

decided to cut loss right after reading yesterday announcement about purchasing land and don't know what company. fundamental of this company will be change and net cash will reduce. no time to play such thing with the boss. mis gauged to price to be low also overlooked by the fact that it has been stagnant for quite a while going through multiple good QR. but revising again price can be made cheaper if boss actually want to privatize the company. probably won't be at this price also.

tldr. admit mistake cut loss. better opportunity else where

by the way this is one of few counters I consider to hold above NTA

Prosperity168

Compare to Dialog which has PE of 24.13 & EPS of 9.53, Dayang is much much cheaper with PE 11.79 & EPS 18.91 than
Dialog. Base on Dialog PE 24.13x EPS 18.91, share will worth RM4.56.

@Prosperity168 would you mind to compare with PENERGY as well?

buy back very few at 1.25. sad to miss out the rally after QR release. people seems start to realise now price gap between DAYANG & PENERGY need to close up eventually as they are sharing almost same fundamental (price gap is still almost double now). with much more better DY here at PENERGY

@Superich agreed. this counter actually doing quite well despite bad market today (index -10 as of now). hoping to catch some more cheap stocks but ended topping up a few more at slightly more expensive price of 1.23. glad I made the right call this morning catching a few RM1.21 from who throw due to this QR. not going to holland as @fruitcake suggested, if no sure can buy more cheap stakes.

back to fundamental, like @Superich said with the QR, what I want to add on and remind you all that this QR is during low freight rate september to december 2023 ya. imagine what the next QR for freight rate december to march can be. while red sea crisis also still ongoing while truce of Hamas & Israel still not happening

since the fear of bad QR is gone now. feel safe to reenter this time for maybe higher TP if situation allowed

LHI also receive subsidy ma, they do bad is their problem, at least here LAYHONG did well with subsidy

what also i just keep a few stacks la at here. still need to see future QR unfolds. I have more expectation on it's food manufacturing rather than poultry / egg business alone

sold all cut loss at RM1 after a week reentering this counter, cement sectors are not uptrending despite good result. didn't liked the uncertainty with phosphate sector, decided to revamp my holdings instead. will reenter again given better opportunity like @furionstormrage do

sold a few at 0.445 to lock profit, still got some left

bought back a few at 1.21 open price, QR up to my expectation actually, but need to be cautious a bit at this point before purchasing more stacks

another good QR

can catch up with NHFATT's price with 2 better most recents QR and better total dividend per share?

huhu QR

@fruitcake still holding?

another good QR with improved DY, uptrend should resume

sell some keep some, sentiment not very good already, need keep some cash to top up if can price drop to lower price level

rarely got famous household brand trading below NTA, investors like to value these names and eventually give premium price above NTA once EPS growth stabilized. keep on monitoring their business and next QR. unless prospect changes I will not hesitant to top up if price falls to certain levels

fb.com/NutriplusEggs

can check out nutriplus facebook to see how the business ongoing

topped up a few more at 0.645 in response to baltic rising

famous business just start to be profitable, you think market price just start or end already?

I won't be surprised if there are delayed limit up reacting to this QR after all profit taking is done

topped up a few more at 0.425. didn't entered much yesterday as was busy to react with QR report also didn't follow this counter previously. after fully reading the report realising the increase of profit also come from food manufacturing and improved EPS is likely to be sustainable in some extend. hardly back to the old 0.60 sen per quarter level. nutriplus is a strong competitive brand in frozen food sector. they did mention they bought the remaning 51% share of nutriplus so they now have full control and also all the revenue and profit from nutriplus will be recognised under this counter LAYHONG

let's say future EPS stabilized at 2 EPS per quarter. that's give us a well known established grocery business at PE 5 and good NTA discount if price remains at current 0.4 level by that time

last year the same QR (27 feb 2023) EPS only 4.35, price can rally till 0.84. this year 8.09 EPS can reach 0.835 only? face palm, hopefully good show later

recent support (before this QR announced) at 0.73 to 0.76 level, myself consider this as worst case scenario ground in case of serious profit taking

admit my mistake (got caught by 1 off good QR) and defeat here, gave up, sold at open, thanks for whoever still willing to buy at 0.755, good deal

going to use my remaining capital from here to invest in better counter. will try avoid same mistakes

it is the first and only phosphate business in Malaysia right? (correct me if I am wrong) operation of the business is imminent? cannot be abondoned and keep aside like that forever due to court case?

today 6% up I take it as dividend, tml hopefully continue uptrend

price before rally start (RM0.30) + earning this QR (RM0.07) = RM0.37. I assume this the bottom in case price going retract due to profit taking. at least need to incoorporate the earning into the price as in increase of NTA

(worse case scenario I predict)

@Macrullen agreed lol what a funny statement by Eric. you don't ask what your boss did to the company to deserve the company's profit. we minor shareholder own the minor piece of the company and we own the minor piece of the profit. there is no such thing as we deverse it or not because it is technically our own thing.

anyway guys, focus on the positive thing.

this QR is mei mei, cantik cantik, pretty pretty

plus this company also own's valueble brand of nutriplus which also consist of other frozen food products, some increase in profitability also come from this sector of "food manufacturing"

not purely due to gov subsidy, cheaper costs also, some more if gov stop giving subsidy it is not nescessary bad thing, that's mean price can start to increase also. people want or don't want also must buy egg. at the end only absorbed by inflation again, but the company profitability may remains

good QR, cement sector doing good profit. QR will be even more superb if phosphate sector aslo start making profit.

btw notice some biased comments of QR by certain news reporter by comparing this year full year result with last year result, it is not proper comparison because last year result involved major one off gain. this year is doing very fine overrally at PE 9 (still less than 10). very good PE for established company with 1B market cap like this

bought a few at 0.430 just now after QR announcement

@emiteno chase high CCK above NTA? haha nah no thanks

I heard the boss of this company privatized his other bursa listing company before, a property one, then incoorperate into this stock, wonder if he intend to privatize this one as well as business getting very good

by the way, only first 2 days here I can actually feel the heavy manipulation already, mind game somemore lol what to do la, as retailers only that much we can do, buy the best fundamental stock and wait. hope for price up or jackpot privatization

I usually play by QR only, as it is the earliest fundamental change we retailers can detect beside related news

@Macrullen at least good QR safe to park for another 3 months la imo, if price drop below 0.90 sure will got will want to sapu I think. cash rich debtless company somemore

@Good123 I don't know about law but you can read some related news

https://www.benarnews.org/malay/berita/my-lelaki-israel-231206-12062023130746.html

@Good123 please mind your words ya. here is Malaysia and many are Muslims here. myself also. not going to debate with you regarding whether to boikot or not. but pro Israel words can be taken action here in Malaysia if caught

@Balian de Ibelin thanks for the explanation~

sounds to me like something "Ching" in Golden Finger will do

let's say the company is actually worth more than 0.57. then why don't the owner (super tycoon) just privatize the company with his own money? instead of doing buy back with the company's left over cash? company current asset's is less than total liabilities from what I checked. won't that act put the company into a much difficult situation with increased debt?

don't understand. NTA 0.26, is it wise to use company's own money to buy back it's own share at twice it's NTA price? isn't it like buying back my own RM1 with RM2? someone can enlighten me please

just want to study, not investor or hater here

@Macrullen haha ok ma sleeping stock is safe stock. we investors also can sleep well xD

yep just hold tight, got 3 months time for people to react to this QR, gained a few profit here years ago during covid time, knew how the counter works here. just a few volume can pump the price up already

@godofgamble not many conversations here since 2022, just check back the conversations to see what happened here when I am gone and easily scrolled back to conversations between us during 2022 in this same page

autoparts, regardless which part seems to have announced better QR so far due to improved automotive sector of our country. HIL & NOTION are few of the examples

no volume yet, many other hot QRs released yesterday, market attentions are being else where. good, safe and easy play here lol, just wait volume come only. direction is no doubt as it is proven to be bottom for whole year reflecting bad QRs (last one which is even negative)

still cannot believe someone sold to me as soon as I put that 2.68 buy order, thought need to rebut till gap open like other counters with good QR

finally~ bought back a few at 2.68 today. thank you whoever you are who willing to sell to me. good deal. price has been stagnent for almost a year. uptrend is imminent with this QR as catalyst

remove liao :-(

5k 1.02 buy lot wow, better don't remove itself before open market lol

forget about sentiment thing that come and go, MCEMENT result just released and break new records. consider both MCEMENT and HUMEIND already got rally previously, there are risk of profit taking there. proven by HUMEIND these 2 days.

so investors, if you are interested with good fundamental cement company, where else you can go? CMSB here are still doing cheap sales due to temporary sentiment issues

I understand if there are already uptrend rally previously and people want to "sell on news" but there are actually none lol