Consumer spending habit has been shifted from conventional shopping to e-shopping. This is the trend as witness in China shopping malls. People prefer window shopping in the malls and buy online at much cheaper price. Be prepared for the wave of change.

Logical sense is sometimes really not applicable in stock market. Amazing running up. lol

Do remember uncle Koon golden rules if you are playing with him. Be prepared to exit fast when something not right.

Future prospect of Proton is rather bleak. many car manufacturers have ventured into cell car business. This is the megatrend and yet our Proton still keep dreaming...wanted be a Kampung champion again. Better close shop fast to stop bleeding.

Buy during short consolidation for undervalued stock in uptrend mode. you see what has happended to JHM and AWC now.

coma counter. wait for Vietnam toto and QR to wake it up.

Good dividend. Better be patient and base on its QR to judge sell and buy.

Head i win (subscription) Tail you lose (not reacting fast enough in response to laclustre QR results)

I am not familiar with this industry so got no idea about its P & M or equipment physical useful life. Btw, KESM has invested RM 150 million in P & M for the last 2 FY.

Paperplane. KESM's depreciation and purchase of P & M amount RM 41 million and RM 14 million respectively. They invested in P & M RM 69 million last year. Any idea why they don't buy more P & M this year?

Uptrend mode. Hope it will break RM 2 soon.

Ah Seng is making a return after consolidation?

It is still possible for Johari simply putting up a price tag NTA RM 2.32. Take it or leave it.

Paperplane. Don't pull my legs la. It can be up and down latter in the ranking. It is not easy to guess KESM as compare to growth companies i.e. Tguan, Bpplas, Jhm, mikcrob....

Hard to say the growth will happen by relying heavily in depreciation of RM. There is a mixture of positive and negative growth in export electronic sector. You see below:

Revenue growth
Inari ( - 5% )
Gtronic ( -34% )
PIE ( slow down to + 8% )
MPI ( 0 % )
Skpres ( slow down to + 19% )

If KESM is able to achieve revenue more than 5% in next QR, the market may give a thumbs-up to its growth potential. At current price, KESM would be considered seriously undervalued. If KESM fails to deliver growth, the market may perceive it as value trap.

This is the tricky part. Why Puncak did not announce a price to take it over immediately rather than let the public know its long process to do the assessment? It could be the insiders wanted to play a fool with minority shareholders or trying to accumulating shares slowly before announcing the final acquisition price.

KESM is growth stock but it could be at a slower pace judging from the past records. Is there any expansion in production lines or plant in coming 12 months?

Revenue:
FY 2016 - 211 million ( 9 months )
FY 2015 - 263 million ( up 3.5% )
FY 2014 - 254 million ( up 2.4% )
FY 2013 - 248 million ( up 4.6% )
FY 2012 - 237 million

Revenue:
3rd Qtr 2016 - 71 million
2nd Qtr 2016 - 70 million
1st Qtr 2016 - 70 million
4th Qtr 2015 - 69 million

PBT:
3rd Qtr 2016 - 9.2 million
2nd Qtr 2016 - 7.8 million
1st Qtr 2016 - 9.9 million
4th Qtr 2015 - 9.8 million

BJcorp is still hibernating. Is it a sleeping beauty or sleeping beast?

Good response after the promotion from Chinese newspaper. Hope to earn some coffee money from this counter.

Sometimes, need to place some bet on the table. If the deal with Puncak is concluded, the price would be much higher and vice versa.

longkang. Scientex has diversified to property development. The share price is traded at 12x but 60% of its profit contributed from property segment. That's why I don't included in the list to make a comparison.

Uncle Koon continue sapu Tguan at cheap cheap price now. cheers!

Tguan is still traded relatively cheaper comparing to other companies in plastic packaging industry.

PER

Tguan - 9.3x
BPPlas - 11.8x (higher top & bottom line growth)
CYL - 14.3x
SCGM - 19x
SLP - 27.3x
Daiboci - 21.6x
Tomypak- 9.2x (top & bottom line started declining )

That's why I don't say 'diversify' . You can spread out the concentration risks and focusing an industry at the same time.

Buy both to spread out the risks. Go go go!

Don't be so naive la. They have supplied the analysis to facilitate our assessment of a stock based on our risks preference. You know only follow ......follow this and that.

Posted by YOLOOOO > Jun 5, 2016 02:36 PM | Report Abuse

According to your logic, hapseng should be sold now haha

Posted by Up_down > Jun 5, 2016 02:34 PM | Report Abuse

Nonsense and all that craps without supporting proper analysis. You better buy a stock base on recommendation from fortune tellers.


Yoloooo & Up_down

Both of you inside TriplC?

Better take my advise and run early. See those who took heed to sell Parkson above Rm2.00

So don't get trapped.

Later cry father cry mother also no use.

Thanks for the jokes of today:
Selling a stock based on Calvin claims:
" TRIPLC Or Triple Die? (C = Die in Hokkien

Calvin is a good teacher for learning theories from him but if you rely on his advice by putting money into the stock market...be prepared a ticket to Holand.

The risk of holding Triplc is just when Puncak abandon for the acquisition. Don't talk all craps to mis leading people la.

You don't even know where you are heading in your investment. Great great theories but when come to action...sigh..

Learn from him if you are so green or lazy to do your own research.

http://klse.i3investor.com/blogs/purelysharing/95049.jsp

Nonsense and all that craps without supporting proper analysis. You better buy a stock base on recommendation from fortune tellers.

longkang. No link for article in The Edge Weekly

muscle. An article today.

The Director of Tguan mentioned in The Edge Weekly that share split and bonus issues are on the way to reward shareholders. The share should be able to fetch PER 15x or price RM 5.80.

BPPlas commands higher PER due to higher growth potential. Its brand new 3 meter cast stretch film machine has started contributing since last quarter. This machine was added 19% of the production capacity. Another additional unit is expected to start operating in 4th Qtr 2016.

100% sure OTB has informed his subscribers to wallop Tguan at this price level.

How to make money from stock market if one can't even handle a minor correction from an uptrend stock with good FA? Need to pay more tuition fees for learning...

The opportunity is so obvious in Tguan. The lowest PER in packaging industry, Nil borrowing, growth in top & bottom lines, export theme, DY > 2.5%... It's a money printing machine now.

David is fabricating TA. lol

I didn't know what is really going on in its hospitality segment. I am more interested in Vietnam lottery business. Haha.

old news:

Tuesday, 21 July 2015 | MYT 7:42 PM
Berjaya Corp raises stake in Berjaya Kyoto’s RM1.05b Japan project
BY ZUNAIRA SAIEED



KUALA LUMPUR: Berjaya Corp Bhd will advance over RM152mil to Berjaya Kyoto Development (S) Pte. Ltd (BKyoto) and subscribe for a 50% stake in the latter which is undertaking a billion-ringgit property project in Kyoto, Japan.

Under the corporate exercise, BCorp said on Tuesday it was subscribing for the 50% stake in the enlarged paid-up of BKyoto for S$34.66mil cash (RM97.28mil) cash.

BCorp would then advance up to RM152.74mil to the BKyoto Group for the purposes of working capital and proportionate settlement of the inter-company loan with Berjaya Land Bhd.

BKyoto is undertaking a commercial development in Kyoto with a estimated development cost of 33.69bil yen (RM1.05bil).

The group is involved in developing resort hotel and residences. It owns five acres of freehold land about 2km from the Kyoto station, the main transportation hub for Kyoto.

The BKyoto Group is developing the said land into a commercial development comprising a 123-room hotel and 57 units of residences known as the Four Seasons Hotel & Residences.

The estimated development cost (inclusive of the land) of about 33.69bil yen (RM1.05bil).

The Four Seasons Project will be managed by Four Seasons Hotel, Inc. and is expected to be completed by the third quarter of 2016. Presently, about 45% of the construction works of the Four Seasons Project has been completed.

BCorp said the proposed subscription of S$34.66mil was based on the adjusted unaudited net assets of the BKyoto Group, the open market valuation of the Four Seasons project of 36.50bil yen (RM1.14bil) and potential earnings of the Four Seasons project.

“The proposals will provide an opportunity for BCorp to invest directly and own the Four Seasons Project, an iconic luxury hotel and residences in Japan thereby increasing its landbank and portfolio of the properties owned which also include the luxury residences ‘The Ritz-Carlton Residences’ in Malaysia to be marketed and managed by Ritz-Carlton Hotel,” it said.

Calvin, please adjust your direction or position... to do heavy promotion in counters like SAM, Tguan, Tekseng, BPplas, Liihen, Poh Huat, Hevea, KESM, Rubberex, Comfort , Comcorp, Mikromb, JHM (a bit high ) & etc. There are so many good stocks for you to promote in an effective way.

Calvin seems outdated or ignoring the current trend. What has really happened to him? People are mostly focusing in export theme in selective industry ie packaging, electronic and furniture stocks. He still keep promoting plantation counters. Plantation theme is most likely has gone with the El Nino.

Moneysifu. you have strike gold mones in your portfolio. i bought some Poh Huat WB to earn coffee money.

Liquidity is low. Wallop more at this price before uncle Koon buying like no tomorrow.

ignissimia. It's highly likely to arrange in that way you mentioned.

This is the cheapest growth stock in packaging industry with PER 8.6x only.

FA (growth stock) + FA (up trend) + PER low + Good Dividend + Temasek back-up = 搖錢樹. Simply whack only.