Exactly. That's why he had been promoting more than 20 stocks in i3. More to come.

But it also meant that sifu can command the price of a stock indirectly even though he doesn't has hundred m on his hand.

Murali. sifu is an adviser only. the real behind is Koon Koon. that's the bullets come from.

Uncle loves playing theme stocks....plantation.....exports (furniture and electronic)....and now steel. What's next?

Logically, you won't buy Cxxxxxx if you know its business operations. The profits level would not be sustainable in next few quarters. But....When the big players wanted to goreng by relying on the steel theme, you might miss short term trading gain which attached higher risks.

Agreed with Yistock. The CRC producers are certainly enjoying good profits as a result of Magasteel ceased its operations. Will they enjoy full reduction of lower HRC price through import from overseas? I believe some CRC producers would try to increase their production to highest possible so as to benefit from higher economy of scale. What would happen to the price of CRC's end products? Of course, the prices would drop as output quantity higher. The CRC producers are still able to enjoy windfall but may not be so high from back of the envelope calculation.

Finally, he has come out to do promotion for steel counters. Harvesting period. wakaka

Cpteh is living in the future. He has nothing good to talk at present. Will he really enjoy by the time the market crash? He doesn't know how to enjoy in the present moment.

Be prepared for a margin squeeze in its sweetened condensed milk segment as sugar price hike by around 25% effective Aug 16.

CPteh...You think many people are really so stupid nowadays meh? You started to learn FA by putting a priority in conning people. After giving up 'gamble 'mentality and now you intend to'con'. Don't forget of karma.

It's never too late to start learning FA. CPteh has learned the basic theory to analyze a stock. He got to apply the theory in real life of investing. The most easy way is to analyze ColdEye's portfolio. Of course, he has to acquire some basic accounting knowledge to help him while doing an analysis practically. Certain informations is not accurate or reliable that can be obtained in the public and may lead to making a wrong decision. It may take a bit time to get into the groove.

CPteh is a teacher and not a smart learner. Don't be surprised he would be singing the same song 5 years later.

I got no idea to count its profit level. By looking at turnaround trend, it's very likely Masteel would trade PER below 6x at current price six months later.

MoneySifu. Geng! It would break resistance soon.

Buy some to enjoy the steel theme play after the price correction recently.

What would happen if Shell Malaysia has not upgraded it old refinery by year 2018? Is it Shell export all its non confirming Euro 4 & 5 standard to other countries?


December 20, 2015, Sunday
KUCHING: Consumers in Malaysia can expect Euro 4 (a European Union fuel standard to define fuel quality) for all petrol types including diesel by 2018.

Minister of Natural Resources and Environment Datuk Seri Wan Junaidi Tuanku Jaafar, who announced this yesterday, said all vehicle users could expect better fuel quality from 2018 without the need to fork out more.

Presently, only RON97 is of Euro 4, while RON95 and diesel remain at Euro 2.

“Come 2018, we will all use Euro 4, be it petrol or diesel. Only petroleum companies will be affected as they are expected to supply clean and quality fuel so as to reduce carbon dioxide emission.

“It will have no economic implication on consumers as there will be no difference in prices,” he said when met by the press at his parliamentary service centre in Jalan Kulas here yesterday.

Wan Junaidi added that Malaysia, as an oil-producing nation, ought to provide quality fuel to consumers if compared to Singapore and Thailand.

The Ministry of Natural Resources and Environment and Department of Environment, he said, had met up with officials from Japan to deliberate on the implementation of e-waste disposal system in Malaysia.

“The study is still at its initial stage although we have already had two seminars now. I have been made to understand that the entire system will include collection, environment and laws.

“We will work with the Japanese government to make it happen in 2016.”

Yoyo game. Want to collect cheap also not easy now.

A lot of knowledge and experiences have been accumulated for the past 8 years. It's not easy for an upcoming senior citizen to get rid of certain things in his mind. He need to be inspired slowly so as to fine tuning his mentality to suit the stock market needs.

News of oversupply would only have a potential effect on its earnings. I am more concerned of forex rate cause of the direct impact on the profits.....run for life when the USD against RM drop below 3.8.

It seems the management of the company wanted to get rid of weak holders by throwing out a potential bad news so that the directors could accumulate more at cheaper price. The company can actually keep quiet on the project delay.

A simple comparison of PER in consumer goods distribution. Yee Lee is still far below of its peers i valuation .

YeeLee - 10.5x
DKSH - 18.9x
Harison - 14.5x
KTC - 52x

Don't touch warrant... Easy to get grill. Plenty margin of safety at the current price. No urge of undervalue yet when the price stay low level. When the price trade above 1.5 then people would shout for undervalued.... Many stories to support it.

Don't think miracle would happen in this China company. Be realistic... write it off completely. Move forward to scout for better companies.

You think so easy to fabricate cash balance in Malaysia meh. Wakaka. Be patient for investing in a company with cash per share above 2.5.

Big boys are merciless in shaking out weak holders last 2 weeks.

Up so fast. Will top up more after announcement of upcoming QR.

Why so hurry about its share price up. Collect more at PER 10x. Wakaka

The urge of undervalued is emerged only after the share price has gone up. It's really lucky to earn 50 percent profit in 2 days. congrate!

Not many want to buy (or dump) at 44 cents last week even after the announcement of good QR. People are chasing even the price hit 70 cents now. This is the beauty of stock market. Wakaka

so strong momentum. It's almost 70 cents.

Those executive directors are non Malaysian. Basically, our government agency can do nothing about it. There are even many similar cases had happened in Singapore.

Up 22 percent and yet many people are chasing now....dizzy.

Wealthwizard. Really!! I don't know how to work out the figures. :))

High potential of trading below PER 6x six months later.

PER below 6x.Any margin of safety in this counter?

Nice rebound. announcement shocked investors. Big players were taking this opportunity to flush out weak holders in the past few days.

Not to worry of non cash flow items. Good news is the India power plant just started COD.

I'm not your father. Why make me so important in your life. wakaka

Posted by pisanggoreng > Sep 1, 2016 11:46 AM | Report Abuse

KYY is not your father


Why make him so important in your life

I'm not interested to " follow " or " not follow " . Listen here many many times. Be constructive.

Kyy said not to buy MKH due to its profit is heavily relied on the property segment. It's probably true since the contribution from property represented 66 percentof its entire profit.

What about Gadang? profit derived from property segment making up of 43 percent. Is it Gadang an exceptional case?

Good opportunity to buy more as profit from the operation is much higher than last year.

Do you really think he is bodoh? He is still very sharp man....unless he got no other alternative i.e. not many buyers to take up his stakes. That's what had happened in XingQuan. He would continue to sell more as Flbhd no longer fit into stock selection criteria. Bear in mind, he is only willing to invest in growth stock...

Posted by stockraider > Aug 28, 2016 03:26 PM | Report Abuse

Simple analysis loh....!!
The market cap of FLB is about Rm 155m about Rm 80m consist of cash mah.....!!

Yes kyy sell....but don u think....bodoh to sell cheap now ??
Should buy mah.....!!

Operationally also generate good positive cashflow too loh...!!
Low interest environment....this FLB is a good buy bcos of its cash generation ability...go for a slightly longer term...good profit opportunity loh...!!

It seems that earnings has been trending downward since the 1st Qtr 16. Be prepared for another 2 more times reduction in upcoming 3rd Qtr and 4th Qtr.

EPS:
30 Jun 16 - 4.50 cents
31 Mar 16 - 3.21 cents
31 Dec 15 - 10.37 cents
30 Sep 15 - 9.35 cents
30 Jun 15 - 7.80 cents
31 Mar 15 - 3.22 cents

No bonus issues and warrant are proposed so far to goreng the share price. It seems that management of Flbhd and kyy never see eye to eye. It is likely the management wanted to teach kyy a lesson.

Onetonneman. Thanks. Kyy would certainly have formulated a plan to trim his stakes. Let's see what would happen one week later.

Flbhd is obviously out of kyy's stock selection criteria now. Can he sell his stakes indirectly through another account in exploiting shares lending activities (rss)?

Finally, good QR came out to support the rally. Go go go!

YiStock. PER drops to 16.3x after taken into account cash adjustment from WA.

Share Capital structure of Tguan:
Ordinary shares: 105.271 million
WA: 26.234 million
LA: 52.602 million

Packaging industry PER
Tguan - 16.3x ( Fully adjusted LA & WA & Cash RM 21 cents/share)

BPPlas - 12.1x
CYL - 14.8x
Geshen - 13.9x (top & bottom line started declining )
LCTH - 10.3x ( top & bottom line started declining )
Scientex - 12.5x ( 54% of Net Profit contributed from property segment)
SCGM - 19.3x
SLP - 20.6x
Daiboci - 22.4x
Tomypak- 13x (top & bottom line started declining )

hissyu2. My figure is before fully adjusting WA & LA.

Share Capital structure of Tguan:
Ordinary shares: 105.271 million
WA: 26.234 million
LA: 52.602 million

Packaging industry PER
Tguan - 17.1x ( Fully adjusted WA & LA )

BPPlas - 12.1x
CYL - 14.8x
Geshen - 13.9x (top & bottom line started declining )
LCTH - 10.3x ( top & bottom line started declining )
Scientex - 12.5x ( 54% of Net Profit contributed from property segment)
SCGM - 19.3x
SLP - 20.6x
Daiboci - 22.4x
Tomypak- 13x (top & bottom line started declining )

When the new plant put into commercial production? It supposed to start operating at end of Dec 15.