From somewhere, News said government will restudy the import/export regulations and taxes to help steel maker.

Bought at 1.05 few weeks ago. Hold at least to 1.35 (HLB TP) and decide whether want to sell or keep. Hope KNM not disappoint all of us. Happy trading :)

Also, i not need to cheat you or anyone here. Do not blame on anyone if yourself got burnt with all the analysis and news shared in this forum. My number of shares are too little, won't hit me much whether i want to sell it or not.

Tell me what is the total shares still hold by LTH and Felda? If they already sold all, i have nothing to say. Childish or not, peoples known. Peoples here are not stupid and follow blindly. I think you are more emotional than many of us :)

@ tommyzai: I do not what is your problem? Why talked shit here. Do you see Warren Buffet or Solos here? It will be great if you are sharing good opinions. Trading is personal decision, people opinions are for you to differential whether you should buy and sell. All at your own risk, same objective to everyone to make a good profits, thats all. I never touch MAS since the first day, MAS is my main concern since i started to touch on Brahims. If i'm a die hard supporter, i won't sold 50% of my shares at 1.7-1.75 with average price at 1.81. If not due to MH17 and MH370, could you tell me the true reason why the shares dropped so much? You look like an expert to me now.

I still maintain same strategy in this counter, buy low(dropped by 18-25%) or see the reverse signal, sell in rally or negative rumour. Until the MAS topic closed, you may consider to buy in again. I still have pretty good future outlook on this counter for long term. MH17 case almost done. MH370 searching kicked off again. The recovery should be happen in short time. Happy trading :)

Sold all shares bought today at 1.36. See what announcement first.

Nope, Brahims offer to sell his 70% stake of Brahims airline catering business to MAS

Bought some at 1.25, hope is a real rebound to 1.60

Only 5 airlines landed at Malaysia still not using Brahims services. Unless all airlines facing same problem like MAS. Then Brahims sure die :)

Result was out, down by 3folds. However still make profits. The value still worth 1.20. Also, the major share holder looking to sell some stake of his 70% shares. This is good, this will create more liquidity instead just few share holders own the company. I also not expected the share could drop so much. However i already sold 50% of my shares at 1.7-1.75 early, made loss at average price 1.81. Anyway, those still hold at high price, no need to worry so much. It will come back after 2-3yrs, the fundamental is there, the biz is niece. Happy trading :)

Contract cancel, will get nearly 300mils penalty from MAS. This is the best deal and wish from brahims. reduce the food price is not a good thing for brahims? Not really if MAS and Brahims able to convince the middle man to reduce their "commission", then brahims should able to maintain same profit margin after reduce the food price. I did not see Brahims is the main cause of expensive food price but Brahims suppliers are the main problem. Who are brahims supplier? :)

Number of visitors to Malaysia will remain consistence. Not using MAS then using other airlines, most still serve by Brahims. Profit margin is better than MAS orders. MAS order has too many layers in between the deal and the profit margin is very low. Other airlines order are less layers, better profit margins. Fundamental is there, just need longer times to recover. Stay calm for 2-3months. Happy trading :)

If privatised, the contract topic will remain unclear, it definitely not good for Brahims. If MAS declared bankruptcy, the topic will close and Brahims will move on. Brahims and MAS relationship will remain unclear, do not expect Brahims will get better in short time :)

@ zhm540 How sumatec can fly? fly to what price? Can you provide data to say that it can fly?

The price will up down up down by few cents only. No big move in next 6months. If you do not have a plan , just leave the money in this stocks. I will sell some of my shares at the price close to my average price or after the result out. Happy trading :)

I sold all at 2.00. Now slowly collect back. Average at 1.81 now. Cut loss at 1.65, but continue to accumulate at 1.70-1.75. MAS will definitely announce another rocket high losses in Aug. I believe Gov will inject money immediately for next 12 months. The influence to Brahims still unclear. I temporary hold some money and monitoring current situation before add more money.

http://www.kwongwah.com.my/news/2014/07/12/101.html

Early of year, i bought 0.15, mother share only 0.50. But the mother price upto 0.75. son only 0.15-0.17. after i sold, suddenly shot up to 0.35 when the price at 0.78-0.80.

Nice :)

pradeep@ How do you know the Brahims management is weak? Is it Brahims is the actual cause of failure of MAS with 10% profit margin only? I bought in since last year upto 60lots at 1.2-1.4. sold partial qty quite a few times at 1.8-2.6 and buy back small qty at 1.7-1.9 few weeks back. Still holding ~25Lots. If the price go down below 1.7, i will start to accumulate again. I confidence the share is worth for 3.00 in 1-2years, the ROI is more than 70% based on the firmed growing rate from the analysis reports that already provided by @CT. What is the risk to buy Brahims? Yes, MAS but remember the penalty on MAS if they terminated the contract. Number of visitors to Malaysia will not reduce due to MAS bankrupt, the visitors will go to other airlines which is serve by Brahims as well. I believe the profit margin is higher than 10% which offer to MAS currently. However, this is my opinion. Buy or Sell is your own decision. Happy trading :)

pradeep@ Those cleared at 1.9-2.1 is small share holders, yes is very lucky. If not buy back at low price then it will be very unlucky for long term. Big share holders will continue to consolidate the shares from time to time and only sell them when the price reach their expected target. The fundamental is strong and the business is niche. Not really have direct competitors in the region. After the MAS issue resolved, i didn't see further negative news will impact the share price and revenue grow of the company.

Hmmm... something wrong arh.... consistent sales increase buy the price volatile. i think i should sell it lol :)

hope it jump, i bought in some today :)

From Oct 2013, ~78,000,000 units. Who actually bought the ~65,000,000units since 8months ago?? Small share holder afford to buy so much??

I sold partial shares early, now looking for opportunity to buy back some at good price :)

Alibaba was already started exploring their business into south east asia included Malaysia. Same concept they did at China, helping the manufacturers to grow their business online. All shipments are required a logistic firm. If Gdex able to offer the best service, most effective cost. They have high chance to gain the market shares in online business. In parallel, this is a left right additional profit to Alibaba between Gdex and SG Post. Does it make sense if Gdex biz grow will directly increase profit to Alibaba? Pls check how many factory already tight up with Alibaba here. http://www.alibaba.com/my.

Not really a speculation if you go into deep study of their background!!!

Heavy bought when MAS themselves announced to consider JV with Etihad Airways. Next day Etihad denied to JV with MAS. A lot of peoples bought for a hope and now stuck at 0.24-0.27. Nothing wrong to Brahims. MAS actually have indirect effect to Brahims. In coming month, the idea trend is sell at negative rumour and during rallies. accumulate at bottom price(when see the reversing signal). As long as major share holder still not heavy sell their share like MAS, we should confidence the fundamental is strong. If you plan for long term investment, you not actually need to monitoring the price up and down. Time will tell you the true like always mentioned by @CT.

Temasek is a famous speculator in share market :)

MAS brought "may" consider to JV with a slower restructuring, it brought a hope to Brahims to remain the biz with MAS. Continue to put your cautions, sell in rallies or negative rumour. accumulate at bottom when saw reverse signal. For long term investment, you can shut down your computer and switch on 2-3years later :)

This is not anytime share. This stock is for long term investment. Currently the rumor turned positive, it help to push up the price, next short term hit should be 2.15 as the 1.83 broken and stay for more than 2 days above 1.83. The share pattern for now is sell immediate on negative rumor, accumulate at bottom. Also sell in rallies, already rose 25% in 2-3days. Happy trading ^_^

still got heavy sold today??? Came here to see see look look, wish this is another hit bottom stock :)

Look forward to hit 2+ again. It really crazy in last 2 months. nvr see an uptrend signal. ~_~

Will MAS follow the step next? RHB upgraded the sell to hold last Friday.

Wow, finally i smile again :)

The founder own 60% shares, he need to disposed to increase the liquidity of stock. Else he will be the only seller and buyer. The contract may be have advantage to Mas only, because it reduce the profit margin of Brahims. However, i wish to have win win agreement, whichmean the profit margin reduce is not upto 2%. As the CEO mentioned in newspaper, they only make 10% profit margin from Mas business which is pretty low compare to market standard that usually get 20%.

Still no sign to reverse, first time put sad face here :(

Last year 2013, Brahims running at P/E 45times. After double digits grown of the profit the P/E went down to ~23times. While the earning increased Q by Q, the P/E maintained at around 23times until peak RM2.70 in 2014. The P/E now is only 13times, which is pretty low compare to 2013 and Q1 2014. The P/E went down below 10times is not likely to happen unless the whole market crash. RM0.90 will not likely to hit, as the P/E not going to go down to 8times if refer to previous Q and years P/E. My personal view, the price will fluctuate between 1.60-1.75 until Dec2014 if not really have an excited good news. :)

Estimate EPS 2014 is 0.115. 0.115 x 15times P/E = RM1.725. Near to current value actually. During the peak price RM2.70 the P/E is 23times. It will drop to RM0.90 only if the P/E lower than 10times :P.

Gov and GLC companies alliance together to force Brahims to cut meal price offer to MAS?

tomorrow back to 1.68-1.70 again?? Could be, haha :)

Mas issue still not yet clarify clearly, suddenly the CEO having second thought. It sound like purposely want to push down the price further. Wait until the reverse signal is clear before cum again.

http://www.mole.my/content/brahim%E2%80%99s-having-second-thoughts-about-sugar-project

Sound terrible, on hold to cum first :)

i also cum 10lots by 10lots once have extra money

KLIA visitors will not reduce if MAS bankrupt. MAS customers will go for other airlines which most of the airlines are serve by Brahims as well. The number of meal sets per day will remain and continue to increase with expected strong grow from AAX in 2014 onward. Just the profit margin will reduce but will increase back to Q1 2014 level from month to month. Once the sugar factory start to operate on 2016, worth RM400mils revenue will add into their financial sheet. These will diversify Brahims business and not too depending on Airline catering business. Always keep in mind, cancellation of contract, Brahims will get 318mils from MAS. For long term, the business will continue to grow and move to more diversify businesses. Further more, there may have more developments in next 2 years which will contribute positive revenue and profit of the company, who know. The fundamental is there, why bother with Mas issue alone, look on the overview.

Brahims having a Halal talk at Japan today. Ex-PM Batawi and top guy of Jakim chair the talk. They run to Japan today :)

Short term movement resistance on 1.65-1.70 and 2.05. Long term maintain buy at target price 2.97. Maintain strong next quarter. Additional contribution 1. Lufthansa airline order kick off from Q2 onward 2. AAX expanded capacity by 40% in 2014 3. KLIA2 kick off Q2 onward. 4. loan saving 5mil start from Q2 onward.

So wait patiently. Why so concerns with current Mas issue. As long as this is known then the risk is low. This is better than sudden surprise that happen in many counters in KLSE.

Keep for 3years, you will see the return for sure. Mas still need foods service, i believe there will be a win win announcement to be make. If Mas cancel the contract, Brahims will immediate get 318mils from Mas. Brahims can use this money to pay back the bank loan of for other development or may be special dividend to share holder :)

ranjiao, u potong wat? If not 1.5, r u going to potong? positive, as i mentioned, i not optimistic the result will help to boost price that much unless the mas contract decision already made.

Can if all big giant purposely want to do it together with Felda, Tabung Haji and MAS. So far the Mas contract discussion still unclear, no one from Brahims speak about the rumous. If Mas/brahims announce a bad news about the decision. I afraid the price will further drop to below 1.30 before recover. mean the price will drop 100% from peak at 2.70. High risk will be a bad news ;( .So trade at your own risk. the resistance 2.00, 1.85 broken so easily, very unexpected. Now no idea where is the next resistance. Result will not enough to wide-out the bad news about MAS. Only good new about the mas contract will help to boost the price in short term.