Turnover dropped from RM 180 million to RM 159 million for 3rd Qtr 16. Highest Log production in 3rd Qtr 16 but lowest Inventory over the last century...Something not tally...

WTK achieved the highest log production of 171,000 m3 in 3rd Qtr 16 but reported a negligible profit RM 4.8 million in Timber division or RM 18.3 million reduction comparing with last year. More ever, Inventory stands at lowest level in the last 10 years..WEIRD! Something not so right..Is it timber prices crash in last quarter?

If I were so confident in Flbhd, I would have just keep quiet to let weak holders shaken out by big boys and collect tickets slowly at much cheaper price.

kyy lansi is his problem.... cause he got plenty of money to lansi...we ikan bilis cannot lansi with our money la...We need to survive mah...

Posted by steveooikp > Nov 22, 2016 05:01 PM | Report Abuse

kyy is a rich man....
we are only small fish....
he is the founder of ijm and gamuda....
you go and see those staff in ijm... damn proud and lan si.

We are not looking kyy alone...He can trigger the selling pressure.....Don't forget about his followers and....you know la

You see how kyy is making so much money.....he has been applying the golden rules strictly. Of course, there is an exception...XingQuan.....history liao.

Be careful! .... to those ikan bilis who are defying kyy golden rules...Not to allow our egoism to over-write the rules...Stay alert lor.

I believe Tguan would hit tp 2.0......









...err after having a bonus issues 3 for 1.

Don't worry ....TA wise..Not many momentum players want to join to bet for rebound. Few more days to go before hitting the bottom.

I would be 100% confident in Flbhd if I had 50 million on my hands to manipulate the share price up and down....the god of Flbhd...haha

Next QR is a challenging task to break record EPS of last year. Good buy at 1.3.

If there are so many skillful traders like hng33, operators would have tapao for long long time. No way for them to cari makan.

The operators are first push down the share price more than 10% to attract shorter term traders to get involved before having another round of selling pressure in another few days. This tactic is nothing new but it's an effective way to trap people who want to strike for short term gains.

Chonghai. You have quoted a good example. The price of Triplc won't be lower than NTA 2.62 anymore once the project started.

Posted by chonghai > Nov 22, 2016 11:16 AM | Report Abuse

@Up_down Make sense.
Probably Rozali wants the everything to be in place for the Triplc Medical before selling to Puncak to fetch a higher price. The issuance of Sukuk from Triplc Medical may be one of the few outstanding items to be closed. If there is anything left open, there may be a discount in valuation due to risk.
Or it could be that Puncak demand the project to be in a phase where they will not suffer from any risk before taking over. Look at the deal between EPF and EKOVEST. EPF added in clauses to protect the return. It is almost like a profit guarantee.
The fact that the deal was delayed for 2 times but never cancelled suggests that we should see a completion of the deal, just not sure when.

The shareholders of Triplc are benefited from both situation...whether the deal calling off or done....What a good deal!

Operators won't dispose their stakes at one go...they will spread into few stages to get rid of their shares.

Hng33. I think the delay is due to Hospital concession contract. If Puncak get the deal now, Rozali cannot maximize his value of shares in Triplc as certain discount included in valuation of the contract before the project kick off.

Is it investors attention diverted from potential Puncak taking over to deal calling off?

Kyy gang bullets have not cleared yet ma......

There is only 1 exception in his golden rules...XingQuan

Posted by davidkkw79 > Nov 22, 2016 10:44 AM | Report Abuse

KYY is still keep on selling ?

Your sifu is a big player....we are just ikan bilis so it is entirely different ball game loh.....sell before to late.

Posted by stockraider > Nov 22, 2016 10:40 AM | Report Abuse

Raider sifu senior analyst bought more than 1 million share at rm 1.53 loh....!!
He is still collecting mah...!!

Let's see how big players squeeze the retailers to face margin calls in next few days.

hng33..so....Forget about Puncak acquisition....Puncak need (revenue and profit) is much much more than Trplc...wakaka

Better cut loss to buy back at cheaper price later unless you are a big player who want to accumulate shares slowly.

When the contract worth RM 600 million construction start, first year revenue RM 100 million, 2nd year RM 200 million 3rd year RM 300 million...Share price rockets to the moon.

I was worried of Teaching and Hospital concession contract might be delayed or set a side as government had tighten the belt. Everything is cleared until last week as they are going to start the construction. Don't really care whether Puncak want to take over or not.

So fast exit....good luck to you for next counter.

Great! We love heroes in stock market.

How you foresee the earnings for next quarter if you look at the past records for last 2 years. Trend is our friend.

EPS
31 Dec 16 - Guess what???
30 Sep 16 - 2.79 cents
30 Jun 16 - 4.5 cents
31 Mar 16 - 3.21 cents
31 Dec 15 - 10.37 cents
30 Sep 15 - 9.08 cents
30 Jun 15 - 7.8 cents

Don't follow kyy but stick to his golden rules..依法不依人 to make more money and suffer less losses.

Posted by Ezra_Investor > Nov 21, 2016 07:48 PM | Report Abuse

If I may add, Net purchase of other investments (42,845 mil) under Capex, any idea what could this be?

- Not Capex la. Flbhd got too much cash so they invest in Money market fund (unquoted in Malaysia ) for short term to earn more interest.

Good news announced but people also wanted to sell below 1.6. No logic. Congrat to those at bought at lower price last week.

Not possible to sustain at 1.6 in the next few days. Not much hope for the next QR to break the record of EPS unless RM against USD drop to 5.0 on 31 Dec 16. People would sell like no tomorrow.

The chart is so nice heading north.....

Buy some technology stocks to keep...high risk high gain.Systech could be a multi bagger .

Raider...you made so much money from counters ie KESM, Superln...sometimes, you have to donate a bit la. small matter.

1.2...is really yummy.

They treat it as Goods In Transit...that's why the inventory up by RM 14 million comparing with last QTR.

This quarter QR posted EPS 2.79 cents...How to beat the highest EPS 10 cents that achieved in 4th QTR 2015...Follow the trend to surf..

Hard to say...who know she might bring back an Angmo.... to help Boleh land to develop the country. At least, possibility is there.

No need to do homework....use this method to buy Nestle, Dlady and F&N. these counters are not cheap in valuation but making money is almost 100% in longer term.

Canone is exporting a lot of 'Milk' and 'Creamer' to the third world countries. Their raw materials costs are highly related to CPO price and Sugar for its products '
'Sweetened Condensed Filled Milk' and 'Sweetened Creamer' . As you can see the ingredients of the product consists 'edible vegetable fat', it is actually CPO . Let's see how's the impact of CPO and Sugar price hikes impact on its bottom lines in next 2 quarters.

All our sweetened condensed milk products have been adequately pasteurized and packed in a safe, hygiene condition and ready to consume or use as part of an ingredient.

DEFINITION & COMPARISON

Sweetened Condensed Milk is a product resulting from evaporation of a portion of water from a recombined mix of sugar, milk solids and anhydrous milk fat. It shall also contain not less than 8% of milk fat and 20% of total milk solids.

Sweetened Condensed Filled Milk is a product resulting from evaporation of a portion of water from a recombined mix of sugar, milk solids and edible vegetable fat. It shall also contain not less than 8% of vegetable fat and 20% of total milk solids.

Sweetened Creamer is a product resulting from evaporation of a portion of water from a recombined mix of sugar, milk solids and edible vegetable fat. It shall also contain not less than 10% of vegetable fat and 24% of total non-sugar solids.

Thong Guan expects double-digit growth

http://www.thestar.com.my/business/business-news/2016/11/21/thong-guan-expects-doubledigit-growth/

Ok. I trust you raider. It won't be 3.8 anymore if worst case happen....I also got a lot of export counters...wakaka

Stockraider sounds very confident in export counters. Is that any potential of RM against USD to re-peg at 3.8?

Wait and see its upcoming QR to see if there is grow in revenue or profits.

Profit grow remains challenging until next quarter. It is not easy to break record of the highest PBT achieved in 4th Qtr 2015. Got wait and see QR for 4th Qtr 2016.

Complet Logistic...It is expected revenue and profit to resume growing after their new warehouse 6,500sqm in Pasir Gudang started operation in Aug 2016. The new warehouse adds about 30% of its existing capacity.

It's much easier to evaluate the price of Teaching Hospital contract once the project kick off. Price of Triplc would be lower if the contract is sold to Puncak now as extra risks needed to take into account.

Good news!. Triplc will start the construction of Teaching Hospital and Medical Academic Centre in Universiti Teknologi MARA, Puncak Alam Campus, Selangor Darul soon.

Proposed issuance of Senior Sukuk Murabahah of up to RM639.0 million in nominal value based on the Shariah principle of Murabahah (via Tawarruq arrangement) ("Senior Sukuk Murabahah")