Invest1818: Seems like you're having great time reading Hibiscus's forum. What are they talking about recently ??

Chinesetea: Great one. You're 50% Correct. Unlike me I have too much of choices, increasing my accuracy significantly. Takaful & Pestech performing well today. I'm anticipating the results of our selected shares to be released. Should be very good for all. But can Pestech sustain the EPS of 11 sen last Q ??

Chrollo: SPSetia should be okay for 3 more years to come. But after that is a question mark. Injection of assets very much possible, but personally I prefer enjoying ride with a reliable & trusted pilot. Wow portfolio. You don't need to do final year project? Don't worry all bros here will wish you all the best for your final semester.

Good One. Thanks Chkeong !!

9 out of 10 forumers here shouted for a sell since 23 Jan but some ignored these sound advices & go catch a knife with their bare hands. When the earnings not sustainable & future prospect is gloomy, better not apply the so-called "Buy when others fear" & "Buy on oversold" principle. If you simply apply, getting burnt is not something unexpected.

Guys what is the exact date for the result of Inari to be released ?

Mr Chew bought another 50,000 shares at RM2.13 yesterday.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1527113

PN17: Your biggest mistake was to buy Zhulian at RM3.60 & hoping for CNY Ang Pao rebound. It's a falling dagger claimed by most of the forumers here.

All retail investors buying Zhulian few days ago will be severely burned. Earnings not sustainable = Fundamental has changed, not point average down or buy on over-selling. With current polical sentiment in Thailand do expect very bad result next quarter.

My 2 cents on SAB

Pros: Good business mode. The land at Kota Kemuning (Beside the hot-selling IJM Rimbayu) is indeed very much precious. Sri Kota is a famous medical center in Klang. I heard it's always full house. Net cash company.
Cons: High PE given average single digit ROE. No divedends given for 3 years.


Chinesetea: Mind to tell the reason you took profit on Takaful ? I still remembered it's a powerful bull last year. Actually from my observation more and more affluent Malays picking up Islamic finance / syariah-compliant insurance like Takaful. If I'm not mistaken Takaful actually monopoly the Islamic Insurance in Malaysia.

Chrollo you must remember only to collect winners ya. Don't pick old uncle like Mahsing, Trop, UEMS, Sunway, Daiman, Plenitude, KSL & Hunza. If Kangkung lead SpSetia skip that also. Not sustainable.

Oh ya regarding the Winners of 2013 I think picking a stock with high ROE is pretty safe. Look at Datasonic, HLCAP, Inari, TNLogis or even MYEG. All having ROE of more than 20. So winning chance is 50-50.

If market still offering sales before CNY these are my shopping list:
Inari, Latitud, Homeritz, Pestech, Willow, Wellcall, Eco, Dsonic, Presbhd, MKH, Tnlogis & matrix

Oh ya Chrollo how's your Sumatec ?? Saw you quite active there. Any good news coming ??

tewnama: BIG property player memang akan tempang 2014. UEMS, Trop, Mahsing, Sunway semuanya akan slowly hancur, followed by SpSetia, UOA & Huayang. Tapi I memang confident dengan Ecoworld & Matrix. Brem & MKH boleh stand out juga.

Sentimen Market mmg teruk. Baik jangan beli apa-apa dahulu sebelum market recover. Masa sah recover baru boleh start average down fundamental stocks seperti Presbhd, Dsonic & lain-lain.

Sharing from Unclez:

No CNY rally
Apparently there is no CNY rally this year. With selldown in DJIA last Friday, sentiment definitely won't be good here. KLSE has been rallied for so many months now. Some corrections in KLSE is not unexpected. This question is when. Don't be so much of those who said when DJIA up, KLSE will up. Likewise when DJIA down, KLSE will down. Not quite.

Fundamentally, KLSE is a different market all together with DJIA. What we can relate is just the emotion and psychological parts. These are the most often time that we relate to with DJIA. Other than that, it is pure hot air. Some even go as far as saying when DJIA down, the money will flow to KLSE and hence KLSE will up. Based on the same logic, if DJIA is up, money should flows out from KLSE and hence KLSE should down. Last week wasn't the case isn't when DJIA was up but KLSE was hammered. So, don't believe so much of the analysts' views on this and that.

KLSE market should be intact for 2014. Of course, there will be some corrections along the way. Pick strong company in good sector. Playing penny stocks will be riskier this year unless you have strong insider information.

Lastly but not the least, investing in stock market should be a pleasure venture. Enjoy the show and ride on the trend. Any weakness in market is opportunity gain for long term strategy.

Good luck.

http://unclezmalaysia.blogspot.com/2014/01/no-cny-rally.html

From RM2.39 to RM1.77.
How many can tahan ?
Is the golden era of Huayang over ???

If you listen to CIMB you wont be picking a champion. Always recommending Gamuda, UEMS, Mahsing, KPJ bla bla bla. Look at their price, been downtrending for months. Mah sing for example dropped from a high of RM2.50 to RM2 now.

I will say try to avoid banking stocks and big property players.

haha, just joking invest1818 bro. Inari was trading at discount price of 77 cents on 27 August 2013, while CIMB having great discount too at 7 ringgit plus minus It was my mistake to pick CIMB and sacrificed Inari.

I realised my mistake after that, sold CIMB at bought Inari at RM1.20. Never done any purchase after that. Been wondering is this a golden time to reload Inari again.

Homeritz is good, just wrong timing of releasing results. Gloomy market.

I owned Barakah and sold them as the market sentiment not so good currently. Thick book of contracts but it would be better if I can know how well these contracts can be converted into profits. Also how prudent and reliable is their directors.

Market drops 25 points. 32 up vs 519 down. Stay sideline ya guys. Don't simply purchase bank-related counters especially "cheap" Maybank & CIMB. If Inari dropped to below 80 cents just buy.

Guys, Directors:
1) Mr Chew Ben Ben acquired 100,000 shares from open market at RM2.10
2) Dato’ Wan Mohd Safiain acquired 100,000 shares from open market at RM2.09
today.

Link: http://www.bursamalaysia.com/market/listed-companies/company-announcements/1523961

So why panic selling your shares when other speculators decided to take profit / cut loss because of the gloomy market ?

Please keep in mind that Dsonic is QE-proof without foreign shareholding.

So don't get chickened out easily to get your Ang Pow.

Keep calm & keep on buying Dsonic while it's still cheap. It will be the biggest Ang Pow in your life.

Zhulian i will advise NOT to test water or collect at low. I saw some even commented can get high dividend yield with current price. Now EPS only RM0.03, I am very sure that next Q result will be as bad if not worst. Such bad earnings need to fork out cash reserves to feed you a mere RM0.07 dividends, one day already can wipe out RM1.01. Dividend is obsolete if company not able to have excellent earnings.

Fundamental has changed, cannot fish at low.
Only our Ecoworld can fly from low of RM3.60 to high of RM4.14 in few hours.

Don't blindly go & sambut a dropping shxt

MKH i believe most of the recent buyers bought between RM2.70 to RM3.20 after the media exposure, high target price by research houses as well as continuous uptrend in share price during the 30 Dec to 6 Jan period. They hold and anticipate price to surge higher, which is not happening anyway. Thus continuous profit taking / cutting losses dragged down the price, together with panic selling. Fundamental intact & super strong support at RM3+-

Chrollo: This list (http://klse.i3investor.com/blogs/bfm_podcast/45285.jsp) should be good enough. Else The Edge Malaysia 4th Jan issue also got publish Top 30 if not mistaken.

Below RM1 doesnt mean it's a small cap. Small Cap refers to Market Capitalization, total shares times share price.

1) Barakah: RTO of Vastralux, Initial price of Vastralux only 2 cents, so high percentage spike, Thick contract book, O&G counter
2) Ecoworld: RTO of Focal, Take over of all remaining shares, Tan Sri Effect, All Sold out projects.
3) Datasonic: The Best Fundamental in bursa, High ROE, High profit, thick contract, IC project, recession proof, share split
4) HlCap: Good fundamental, Privatization by Tan Sri QLC, Dr Yu acquired shares in open market pushed up price, low public float,
5) IRCB: Goreng
6) Visy: Goreng
7) Inari: Good fundamental, ACE transfer to main market, iphone & samsung phenomenal smartphones market
8) Tiongnam: Good fundamental, aggressive expansion & growth, property selling good in johor, share split

That's why we are having this value thread. At least when we wish to buy some stocks, we can discuss with each other and get a different perspective. XDL is the best China based counter. Yes, CHINA COUNTER. Can't expect too much.

MARCO

S: CASIO a trusted household name for watches, calculators and camera. Marco the fundamental is much more better than other penny stocks. ROE of 15 and net cash company with good earnings. High dividend yield.

W: As the share price is low, expect a lot of contras kaki there. Not forgetting about those trappers eagerly waiting to exit. Look at the chart for past one year. August 2013 to Jan 2014 investors being trapped at range of 15 sen to 15.5 sen for a period of 6 months. So your cash might be trapped there together with millions of seller and buyers everyday.

O: If the ROE able to reach 20% together with major breakthrough in businesses, very possible can reach 20 cents. Let's say establishing a new subsidiary to be authorized dealer of some branded watches. Since secondary school students are required to buy Casio calculator for their maths & add maths, the coming 1Malaysia Book Voucher will provide some advantages if book stores accepting voucher for purchase of calculators

T: Stiff competition of mid range watches in the market. For example Baby-G watches VS Ice watches & Swatch. Casio edifices VS Seiko, Fossil & DKNY.

Golden exit time.

Guys just listen to Pavillion. No worry at all. By the way you guys should buy at low and give some patience. Continuos profit taking will only drag down the price. Any price lower than RM2.20 is a good time to reload.

There are a few stimulating factors:

1) Splendid results to be announced in late Feb.
2) New 10m Mykad contract that will be announced in March.
3) Better version of Mykid card will be relaunch & it's expected that Dsonic can grab the contract in April.

* Kindly check back the share price from 25-28 August 2013 on QE taper news. While almost all stumbled, Datasonic still solid at RM3++. I still remembered Inari dropped to 71 cents that time.

Direct selling of low range jewellery don't works. Company have to fork out cash reserves to distribute dividends. Glorious era of Zhulian is over.

If Visiber then different story, all rich tai tai support by believing will have good feng shui banyak "Ong".

# Dsonic EPS rest-assured will be super excellent, Ecoworld need to give them at least one year to show their superb fundamental, MYEG the most over-rated stock but ppl still buy.

Invest1818: I like your comment. When you are calculating the intrinsic value of shares don't forget you might be using a Casio Calculator distributed by Marco Holdings Bhd.

Market Close: KLCI falls 0.1% on QE concerns, weaker ringgit

http://www.theedgemalaysia.com/business-news/272190-market-close-klci-falls-01-on-qe-concerns-weaker-ringgit-.html

Guys this is podcast from BFM. It's about picking winners of the year.

http://klse.i3investor.com/blogs/bfm_podcast/45285.jsp

Listen until 10:45 will do

* Chinesetea you might like it.

All banking stocks should be avoided for this moment. Not much space for growth

Invest1818:

Exactly. Market heading bearish. Not optimistic as investors tend to take profit for Ang Pow. When investors continuously withdraw money from particular stocks, the share price stumbled. 227 counters up vs 417 down. Index doesnt reflect the real situation.

Look at XDL that we discussed two days ago. Luckily didn't enter else terus paper loss 27%. That's why be cautious with penny stocks.

Marco fundamentally above average (75/100). But the sentiment is not good to invest. Plus now huge volume indicating a lot of contra / speculative players.

Tommylim:

Asiapac for me is just a flattish company. Nothing much to shout about. I owned their shares before and took profit few months ago. They are not aggressive in their development, thus the return is below average. 15 cents will be a good price to go in but the recent surge being gorenged. They are an old company but failed to prove they are as strong as other prop players. Trade with cautious.

Siva68: You are much welcomed. If you're serious with Protasco perhaps you can pay their De Centrum projects a site visit. It's located beside the KL Infrastructure University at Bangi, beside the South Klang Valley Highway.

Link for you: http://www.decentrum.com/

About Dsonic I am not worry. Dsonic is a strong fundamental share but as Unclez & chinesetea said, it won't be as exciting like last year did. Dsonic needs some stimulating announcements & new contracts for the price to surge high again.

Chinesetea: You're absolutely right. While some down/flattish your Brahim's & CBIP did well too.

Now let us take a look at top gainers of the day & their respective public shareholdings percentage :
Reference: itrade CIMB Capital IQ Fundamental Analysis)

1) Hlcap: 2.46%
2) Countryview: 6.69%
3) Hlfg: 6.54%
4) AEON: 5.74%
5) Hlind: 0.29%
6) Asiafile: 2.88%

Chrollo: No wonder all these Hl-related counters can surge so easily to emerge as Top 10 gainers of the day. Provided that the fundamental is strong, it won't be difficult for the share price to be pushed up.

All of us received 10 cents dividend. Have you received a letter from Matrix regarding the disbursement ??

Maybe you can call your remisier or email them for further clarification.

Siva, not knowing much about Protasco but this posting will definitely help you to understand more about the proposed private placement.

http://whytoocare-y2k.blogspot.com/2014/01/prtasco-private-placement.html

(Scroll down to read his analysis in English)

They have just received contract for 1Malaysia Housing Projects worth RM88m

Link: http://www.bursamalaysia.com/market/listed-companies/company-announcements/1520981

Kalau tak terbang tak notice pula mah. Sebab ROE kurang sikit. Tapi public shareholding cuma 2.88% or 3 millions share.

Thin roadblock if wanna naik can fly easily.

This file diam diam up so much~

Bros, below are the Top 10 stock picks for 2014 by The Edge Malaysia for your kind reference:

Stemlife, Gamuda, E&O, Muhibbah, Brahim's, Ho Hup, Supermax, TNB, Petra Energy & L&G

Winners to be of 2014

Siva: Good one. PJDev is still in uptrend mode and warrant is more rewarding. The market sentiment not so good and it's good to ride on a chamption. But remember to take position once it hit your target price ya. Dsonic well supported at 2.20 and 2. So no worry and they wont have any negative news as they are well-managed. Oh ya what about your kretam and TnLogis? Sold already ?

Invest1818: Rubber gloves is cheap but they causes dry skin, latex sensitivity and the odour lasted after you removed them for some time. They tends to puncture easily. Nitril gloves looks good yet i havn't try them out. Anyway price wise nitril gloves are so expensive. I am predicting the future trend for medical-based gloves. Will it be superior nitril or cheaper rubber ?

I wont be surprised if XDL can cross RM1 in near future. But I prefer to shy away from penny stocks especially China-based one. I prefer growing stocks with price tag more than RM1 & less than RM5.

What you guys think about ASIAFILE ??

Siva: Personally I like MKH as Plantation earnings will be reflected in the coming quarter results. Property wise they are Taikor in Kajang. But PJdev is so so for me. Speculation of Merger with OSK Prop ?? ROE of less than 10%. Their housing projects not that hot selling also. Anyway they have just sold their Menara PJD to TopGlove's Tan Sri Lim Wee Chai.

Invest1818: Kossan is good fundamentally. How much is their production ratio for Rubber vs nitrile gloves ?? I won't touch any China-based counter although XDL is the best amongst them. I can't sleep well and need to monitor screen closely after waking up.

Good one, chinesetea. Finally the everything progressed as what we have predicted earlier.

What is SPSetia without Liew? Give PNB 10 years and we will see what is SPSetia after 10 years.

Kindly bear in mind that it is the fellow HOUSE BUYERS that made SPSetia a success today. Large Market cap, huge land bank and Whalloping GDV is NOTHING if house buyers dislike the houses you built.

http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/all/3C75A1C7AC77294E48257C66001BF837/$File/S%20P%20Setia%20Berhad%20Press%20Release%2020%20Jan%202014.pdf

“Given their immense contributions and the importance of both these projects, the Board and I have requested Tan Sri Liew to continue to represent S P Setia as Chairman of the Battersea Project Holding Company Limited and also Managing Director of Qinzhou Development (Malaysia) Consortium Sdn Bhd until September 2015. The Board is thankful that he has agreed and that Dato’ Teow has also agreed to remain as Chairman of Battersea Power Station Development Company Limited until September 2015 to help ensure the smooth and successful implementation of these internationally prominent projects,” Zaki continued.

Chairman of SPSetia Tun Zaki don't want Battersea to collapse in a single day, thus begging Liew to stay as chairman of Battersea.

Zaki knows the detrimental effects of Liew's departure better than all of us do.

Joey Yap Talk at EcoWorld Gallery Kuala Lumpur

https://www.facebook.com/photo.php?fbid=243664405809037&set=a.216068011902010.1073741828.144251762416969&type=1&theater

FULL HOUSE.

Dear all Ecoworld investors, join Ecoworld Facebook to keep yourself updated with their hot-selling projects.
https://www.facebook.com/EcoWorldDevelopment

Institutional investors throw on Wednesday to create panic selling by retail investors, then collect at low. So dear all Ecoworld holders, why panic selling at when the fundamental unchanged ?? When sell your platinum VIP tickets cheaply ?? One should trust Tan Sri and be confident with Eco once you hit the Buy button. Hold your tickets tight and buy whenever chances present. Not everyday you can buy ECO at below RM4.

Now more institutional investors will be picking up Ecoworld and all time high of RM4.85 will be revisited.


（吉隆坡16日訊）“劉啟盛”效益持續發酵，怡閣世界（ECOWLD,8206,主板產業組）經歷週三跌，今日股價猶如坐上過山車忽高忽低，全日股價起伏超過15%。

終場揚31仙

該股開盤微起1仙至3令吉84仙，盤中一度隨大市走跌，最低見3令吉58仙，挫26仙或6.78%，但後在機構投資者趁低買進下，股價上演絕地大反攻，最高起35仙或9.14%至4令吉18仙，終場收報4令吉14仙，起31仙，成為全場第二大漲幅股。

S J證券高級抽傭經紀吳繼宗表示，隨著實達集團（SPSETIA,8664,主板產業組）首席執行員丹斯里劉啟盛之子--劉添雄崛起成為大股東，怡閣世界在過去一段時間已成為市場炒作的對象。

“許多投資者相信即將在今年離開實達集團的劉啟盛將幫助塑造怡閣世界的未來，而該股今日走揚主要是機構投資者在週四套利後重新歸位，但除此之外，我們並不清楚公司有任何新發展可以推動股價走高。”

肯納格研究認為，怡閣世界股價的立即阻力和支持水平分別落在3令吉77仙和4令吉47仙。
《彭博社》數據顯示，怡閣世界今年為止已走揚38仙或10%，從去年杪的3令吉80仙漲至4令吉18仙，比較一年前的35.5仙更是翻了10倍以上。（星洲日報／財經)

http://biz.sinchew.com.my/node/88682?tid=18

Hello my brother Siva, welcome back to i3. How are you recently? Hope you are doing fine.

Bros, introducing Siva68. The guy that bought Dasonic at 8 due to hand itchiness. Regarding your question I think our chinesetea can give you better insight on MKH. PJdev you might need the help of future top remisier Chrollo to analyse for you. I have answer in my mind just to understand what our brother able to analyse.

Welcome back to the cruise.
*Chrollo I feel like we are acting fast & furious gather all valued investors bro to join the mission*

Congrats Invest1818, manage to buy at RM3.60. today I only confident to reload at RM3.80. Buy low sell high done by invest1818, Chrollo must learn from this sifu ya. Now you have no more regret with the previous 3.30 that I intro you previously right. Luckily you can claimed ang pow from Tan Sri Liew else I will be blaming myself for misleading you. Oh ya about Edu stocks in Malaysia, SEG and HELP traded at PE of 25++. Masterskill is money losing. Presbhd is the cheapest edu stocks in Malaysia with PE 16 yet the fundamental is the best among them.

Chrollo: Some secret to share with you bro. Do you know which fellas cause UMA to HLCAP ?? It's good to have all talented people in this thread. Invest1818 the rubber king !

Detox process are about to complete.

Germs, Toxins and bacteria must be thoroughly killed.

The new journey is just about to begin.

Stay aside and get ready to take your position

Chinesetea I really respect your patience to explain all those stuffs to those bashers. Honestly I am not willing to spend my time on them. They don't even know what is market cap, total shares, EPS, PE and all those basic stuffs but acted like a champion trader or Malaysian's Buffetts.

Tabik same lu, you are a great investors. I like your way of explaining.

Pang72: Impossible. Dsonic has their own factory for this purpose, don't have to depend on anyone. Iris up because of their investors feel bullish with their new innovation, house making technology and whatsoever. But Dsonic is a safe haven when the market tumbles. Check back the price movement during the FED taper rumors. Inari plummet to 77sen while dsonic still able to gain upwards momentum.

almuthal: I like your idea. If 1 datasonic share can get 1 Berkshire Hathaway share i will be happier than anyone else.

invest1818: Presbhd is still raw and young, a beautiful gem. I know you like to invest like a businessman. Take a look at the numbers. High roe, high profit margin, high revenue growth and monopoly of ICT training. You can see the roe is getting stronger. UNIMY is actually owned by presbhd. They are in the oil and gas business as well, by providing training. UNIMY earnings will be factored into coming quarterly results as well. Backed by institutional investors so it's a long term game. Their board is very aggressive in finding new businesses. Nowadays all programme in university being computerised so advantage for presbhd. This is education stock, cheapest education stock. Too bad lack of retail investors.

but pls do more research and buy at right price ya. your instinct tell you not to buy?? Don't follow me as I might drag you to hell ok.

Chrollo: I don't mind but there are others here they might not like it. Steady bro this is a forum no sorry needed. young blood love trading and earn gao gao. Rumours, speculates whatsoever. But it's good you are looking for fundamental from young. I intro all the good stocks here and it's up to you all or other readers to filter. Kalau earn money pls donate to the needy.
"Quoted from the mighty Unclez"

Tewnama: Perlukan sikit experience, luck Dan instinct. Tapi takpe, presbhd tak akan menghampakan shareholders. All dsonic, presbhd, matrix, kossan, mkh, brem, tnlogis will have great quarterly results.

Join institutional investors and follow their path. They won't fail you, so do presbhd. Expecting splendid results coming quarter. Take your position before the released of results.