Last quarter EPS 9. Management guided that Malaysia op will fluctuate and Vietnam op will register growth. 1st scenario: Malaysia op reduces, Vietnam grows, EPS remained the same. However, 2nd scenario if Malaysia op remained constant, Vietnam grows, then EPS hopefully will breach 10, this quarter property sale will also generate EPS of 3, total EPS more than 13? Hope so. Either scenario also considered not bad

Based on the management's guidance, malaysia operation will fluctuate but Vietnam op will register growth as the new factory over 50k sf will only be ready this year. If msia op remains constant and Vietnam op register growth, hopefully EPS can reach over 10

Cocoaland was privatised by F&N at PE of 22. Munchy was bought by foreign investor a few years back at RM 1 billion. Looking at the scale of operation, product popularity and proven track records of OFI, i think it should be valued at least rm 500million. And if use valuation for cocoaland PE 22, then OFI should at least worth rm 2.

Good quarter result. Vietnam operation is still expanding. Growing company, ROE 15, PE 5, NTA 1.34 (most of its properties in Selangor are way below market valuation, last valuation was in 2004), good cash flow and hopefully will translate to better dividend payout

https://www.klsescreener.com/v2/news/view/1048633

https://www.klsescreener.com/v2/news/view/942379

https://www.facebook.com/1396704223988664/posts/3047851562207247/

https://www.klsescreener.com/v2/news/view/926243

Dun look at Q3 only as it was affected by MCO just like other companies. Look beyond Q3

this company is deeply undervalued. Apart from its business and enterprise value, it has a net cash of close to RM 0.50 and many industrial/agricultural lands in selangor/Port Dickson. Business wise, it is growing business with more countries are focusing on energy saving/green energy. 1 of its main export market is China, and China government is pushing hard on energy saving. LED lights will be on demand. Transformer will be always on demand. It is involved in battery charger as well, but, not sure how extensive its involvement in automotive segment.

https://www.dksh.com/my-en/home/media/news?id=tag:xml.newsbox.ch,2021-08-25:1101.3261.digest

https://www.klsescreener.com/v2/news/view/853029

May i know where u find the one off 1.2 million? Is it current quarter or current year to date? Pls enlighten me

Excellent result, 2.4 cent dividend declared. Total 4.5 cent per year. highest dividend declared even during pandemic. net cash of over rm 50 million

https://www.klsescreener.com/v2/news/view/838403

Part of it is used for expansion. the rest is for property development in which the director Ng has experience in this field. who knows they might grow like Scientex

A few years back, Canone sold their F&B business for 1 billion. Johore tin's F&B business is at par if not superior than Canone, considering its venture into mexico. Its partner in mexico is a well established distributor and working closely with Walmart. At current market value of 500million, still very undervalued considering Canone's F&B sold at rm 1 billion, excluding tin business

The share price is still below the price that Australian bank Macquarie paid for the private placement at nearly 72 cent, meaning the bank values the company more than 72 cent to justify its investment

Automotive industry boosted by SST exemption, new factory in thailand ready in Q1 of this year, plan to increase non-woven segment capacity by 100% in a year. Private placement to an Australian bank at 72cent last year (now share price at 52cent). Worth to have a look at this counter, esp the recession proof non-woven segment

Still far from the fair value and its NTA of rm 1.4
US fund FMR LLC bought at above rm 0.9 to rm 1

Top fund, FMR LLC invested in success at price of above rm 0.90-1.00. Still far away from its fair value. CIMB gave it fair value of rm 1.45 in 2019-2020

The lower revenue is due to closed border and mco. Imagine if without this, the revenue and profit will be higher

Hold for medium to long term, still far away from the price that ICAPITAL purchased at rm 2.50

Sell on high and buy at low

I bought and sold at rm3 in 2017 before right issue at that time. After right issue, it was still valued at rm2.50 and if i am not mistaken, ICAPITAL bought around rm 2.50. At current price, it is very undervalued, esp now CPO trading near rm 4k

The value of its plantation alone is at least rm 1 billion, which is much much higher than the company's current market valuation.

Net cash of over rm110million with market valuation of merely rm180million. 1 of the most undervalued companies

Great result with 3cent dividend. Next quarter CPO was traded above rm 3500. Hopefully can achieve better performance in next quarter

The beauty of investing is to discover undervalued stocks before others notice them. By the time got coverage, the share price is already very high. Dont be like many ppl who buy high and want to chase higher

Great quarter. Result improved a lot after disposing SEB. Net cash increased to RM115million compared to current market value of RM175million. It also has valuable landbank and property in Selangor. Business wise, there will be increasing demand for LED lighting and smart lighting considering now more awareness on energy saving and green products. Very very undervalued company which should worth at least above rm1. Last year CIMB gave it target price of rm 1.45

ICAP, Neoh Choo Ee and co, Lee See Jin (?NTPM boss) are its shareholders

Over 16k hectare of plantation landbank in Indonesia at prime age of 9 to 12 years old. Rupiah has strengthened from 1 usd: 14900 rupiah in last quarter to current 1 usd : 14000 rupiah. CPO is above rm 3000. Unbilled sale is at rm 1.02 billion. Expect a much better coming quarters

I started2 accumulate its share after japanese company bought into it at a premium price of rm 1.65 and that was more than a year ago. There must be something special about it for the japanese to buy its share. The japanese company kitz coprporation, is world top valve company listed in japanese stock market. Unimech's indonesian subsidiary is something interesting to look at. Over 40 branches in whole indonesia with population of 270million and it is 1 of the top foreign investment country. U may go into PT Arita Prima, its indonesian subsidary's page in facebook and knew more about them

Very undervalued stock, way below rm 1.65 japanese company paid for 25% share of it. It is growing really well, particularly in Indonesian. It should be valued at least above rm 2

1 of the most consistent performers in logistic sector. It has been growing at double digit until the last few years its earning was dragged by its associate. It has disposed its associate in Nov 2020. Going foward, hopefully it can regain its growth esp in current situation, container demand is high and price increases substantially. 1 of its main contributors is less than load container (LDL). MD claimed that it can sustain the 20% improvement achieved in last quarter

Greatech and uwc directors also disposed some share, but the share still rose. Executive director Mr Sia does not sell his share at all, just minor shareholder and non executive director sold some share. The company share number is only 200million and top 30 largest shareholders already hold around 70% of share. If every1 hold tight their share, there will be no supply to demand, then the share price will not go up. I hope they manage2 get the chinese contract, worth rm 30 million, that is over 70% of its revenue in 2019

Euro rose 60% after announcement of the bonus date and still rising after ex date. Now euro still worth rm 5.76. Meaning before ex date it is valued at rm 5.76x3= around rm 17 (before 1 to 2 bonus). Eita is a much much better company than euro and now only rm 2.5. If it follow euro pattern, then before ex date it should worth at least rm 3.50. After ex date, u get extra bonus and free warrant. Nobody will know if it will continue2 rise after ex date like euro

Fundamental wise, eita is way better than euro. Euro after ex is rm 5 now, meaning before ex is rm 15. This is no brainer. Eita should be valued higher than euro

The company mentioned last year that they will venture into wafer inspection segment. The new segment will contribute 25% of revenue in a year and 50% in 2-3 years. If other existing segments' contribution remained the same, then we can expect the company to grow in 25%-50% in the future

Bonus issue 1 for 1, followed by free warrants for 1
Ex date 27 Jan

Cheapest tech stock based on fowarded PE

EURO is valued at rm 5 before the bonus of 1 to 2 based on current share price. In term of profit, consistency and dividend, Eita is way better than euro and eita is now valued at rm 1.9. Compared to rm 5 of euro, it is way undervalued. It is also growing with around 1500+ lits/escalators maintanence during IPO a decade ago, to over 3000+ units being maintained now. The service and maintenance segment is a cash cow

It is not loss making. It is all due to accounting rules to include all the foreign exchange loss, fair value loss....in fact, its cash flow is very good and it managed to pare down further the debt in USD. That's why it is still able to pay dividend. Next quarter will be good considering the much higher CPO price and strengthening of rupiah

Good quarter result and consistent dividend payout. The cheapest and steady logistic company

Euro is a loss making company. Its share prise rose from a few cents to current rm 3.80 after declaring 1 to 2 bonus. Eita is a solid company with good earning and dividend payout of 6 cents per year, and it is controlled by reputable shareholder, which is the founder of QL. Now it declares 1 to 1 bonus, followed by 3 to 1 warrant. At current price, it is a no brainer compared to Euro. Very undervalued indeed

Solid quarterly financial result during current economy downturn. Not to forget that MRT2 dan LRT3 projects are still not yet executed. These will improve the group's future earning when they are executed. I believe next yr they will won some of the megaprojects like ERCL, RTS...as it is the only listed local company that manufacture lift/escalator. The government will need2get these megaprojects started to boost the economy during downturn. 3 cent dividend was declared and total 6 cent per year, very good company indeed

Like i said before, investing in DKSH does not solely depend on vaccine. This company has been growing with CAGR of ard 20% for the past 10 years without the vaccine. Almost every household is using the products they distribute or using their in house brands. They may or may not distribute the vaccine. If they does, it ia a plus. By the way, they are distributor of pfizer, J&J products in Malaysia and also over 60 countries worldwide. U may check in their website or analyst presentation

Similarly like the covid test kits. Msia bought the kits from certain countries for MOH use. But, there are many private hospitals and clinics also purchase the test kits from other companies or countries as long as the kits fulfill MOH criteria. The same goes to vaccine. Some low risk ppl in our countries may opted to buy the vaccine from MNC like pfizer with proven track record and openly published data. So far China or russian companies have not provided the data of their vaccine

There is no way that our government will provide vaccine to all Malaysians. Just like other medicines, there will be certain medicines only available in private sector. There will be people will need to buy the vaccine on their own from private sector. DKSH mostly supplies to private sector and some to government sector as they usually supplies original drugs from MNC such as pfizer, Johnson & Johnson.... they still stand a chance to distribute the vaccine. Pls get to know more about pharma supply in Malaysia. Does not mean that msia sign vaccine agreement with china, other companies' vaccine will not enter msia. The government would be happy if those who are not high risk will get vaccinated using their own money. The vaccine purchased by government will only 1st be given to high risk group, 1st given to only 10% of population. To achieve herd immunity, it will need to vaccinate at least 70% of the population. No way the government will achieve this alone without the help from ppl and private sector

Bonus share issue declared plus free warrant.
The company is also growing in their business and income base, esp from servicing segment when more and more elevator/escalators are retained for service. QL founder is the largest shareholder in Eita. Hopefully, this company will also grow in value like QL