Guess your KESM, JAKS, SUPERMX all didn't do so well huh. Still on profit hmm Mr Magician?

Isn't 67 cent already 30 cents limit up from its open price = RM0.37? Why you all keep talking about the price going further up today?

Come on guys, the whole term loan to Hyflux is Rm 2.1 bil, whereas Maybank's entire financing is close to RM 400 bil, this is just a drop in the ocean.

Maybank also regularly provisions for around RM 2 bil loan loss every year, so honestly speaking this will not impact much the bottom line. Instead look at the long term prospects of its fintech innovation (GrabPay collaboration) and believe in the country's 5.4% GDP growth.

Thanks

y-o-y 10% growth for PAT and 6% for revenue, not too bad, of course previously the PE and dividend were artificially inflated due to the land sale, but I think the prospective yield of ~ 2.5% reasonable for a steady company like AJI. Hold.

One of the earliest supporter of their Facebook page but if you notice their past performance, in the last 3 months most of the stock calls are dead wrong... they just released a sell call on SAPNRG last week and now made a complete u-turn... ???

Ah I see @weiwei5, yea I did subscribe to the rights issue but didn't know the expiry date of the OR shares was last week

why is my OR shares missing?

I think this stock is fantastic although it has dropped 20% from my holding price. Any TA can give opinion on whether today is a good day to buy? 0.88 seems a good support.

ACME SKY is now new major shareholder @StarBright, what's your concern?

After ptrans, n2n and hsseb, this will be the next gem on the AIM market. 200mil market cap for the only Bursa company doing fintech? Banking solutions will be the next wave all the way till 2020 and Microlink will fly pretty soon. It's easily worth 500mil on concept and growth potential

Disgusting forex loss, earning so little this quarter!

AFE purchase price = RM92mil

Revenue boost in 1 single quarter = RM20mil. Full year could well be RM80mil. In other words, n2n was acquired on little more than 1 times revenue! (Price/revenue only around 1!)

If this quarter's EPS is of any guide (RM2.00), conservatively this year's result could be around RM8. Assigning a conservative PE of 15x and net assets of RM0.20 per share (discounted as on the report it's RM0.40) you are looking at a RM1.10 firm at least, at its absolutely worst case scenario.

The #revaluation is coming soon!

Engine started guys :) @林俊松 @tokti

Really happy that I bought on Friday morning with a handsome 15% gain

n2n is a low risk play because u have the potential buyout to cushion whatever loss you will incur in the short term. In the medium term, the AFE acquisition adds to the earnings substantially and revaluation can happen whenever the firm gets market attention. It's less than 500mil market cap, easy to pump!!

In short, if the investors all buy up stocks of n2n, they will basically purchase a firm with potential in multiple mature Asian countries and bear very little downside risk while forcing the company's mgmt to quote a higher purchase price/ show their intent to purchase quickly before the price gets up even further!

@The_Reds, one day u call it a trap, next day u start touting that the stock is strong. What BS are u spitting man

Was hoping that BIM services could continue be the bright spot in its growth story, it will take time to mature. For long term investors any drawdowns beyond 20% in the ensuing actions are good entry points since we still have contract flows and most probably a better Q3 coming up next.

QR Update:
Bottom line still strong, although top line took a hit as Sales and Marketing dropped. I suspect that this is seasonal as pending deliveries have affected the number, however Services have stayed largely similar. I am quite disappoined that RGB hasn't recovered quickly enough from last quarter's unexpectedly low performance, but more than happy to hold it for another quarter to see if the market corrects its valuation on the cash pile.

@rr88, market forces don't move the price anymore than news items do. Now the news that AA isn't merging with AAX is only coming out on TheEdge, Star etc... Expect the trend to carry thru end of market close

I'm an investor currently residing in Europe and I can see that AirAsia has smashing margins that are only rivaled by Ryanair. Not even Easyjet is comparable with AA on its efficiency and although AA suffers from cyclical effects on the winter/ summer split, it has proven to expand revenues in different countries and I can tell AA is trying very hard to swing to profitability in those new regions.

Sometimes its stocks are like Tesla shares, as investors buy on hopes that the founder (Elon Musk) will do great things to change the industry. Like yesterday's non-news about AAX and AA merger did pull the share price down, but once u check Twitter for Tony's confirmation you know there's nothing to fear about. Long AA!

Mrkt Cap = 270 mil, EV = 224 mil, Net Cash = 45 mil, EV/EBIT TTM = 5.7 < 6, Dividend Yield ~ 4, been registering 5 years of +ve free cash flow

I will increase my portfolio stake of Homeritz by another 10% as the growth is real and the company is sitting on pretty heap of cash

I don't know if you guys are crazy but this firm has negative cash and cash equivalent and has consistently run a losing business for years. Is there anything you know about the management that suggests they're a better investment than say Tek Seng on Solar industry?

Do you all even understand what this business is about?

The thing, BP Plastic has been registering 5 consecutive quarter growth and did not face cost issue. It is also a net cash company as compared to Tomypak, frankly speaking I'm quite disappointed by Tomypak and it seems that CIMB's bearish report on Tomypak is correct.

Current Price = 2.56
NOSH = 109470000
Market Cap = 280243200

Debt = LT Borrowings + ST Borrowings = 5,428,000 + 21156000 = 26,584,000
Cash and cash equivalent = 17,249,000

EV = MC + Debt - Cash = 289,578,200
Ebitda (TTM) = 40,321,000

EV/Ebitda = 7.181820887

The latest QR wasn't too good, with the management citing increased cost of imported raw materials, higher energy and labour cost as the reason for higher cost of production that reuslted in falling PBT. Otherwise the borrowings have been reduced, cash and cash equivalent have been up so with the dividend yield I will continue holding Tomypak.

http://www.financialreport.biz/File/2016/5/18/7285%20-%201824287491291.pdf

Looks pretty bad to me http://www.financialreport.biz/File/2016/5/18/0166%20-%201808506396984.pdf

Revenue has been going up for 8 straight quarters and while the profit has been slowing down, the stock price fall is unjustifiable given its gradual slide the past year. The rebound is surely setting in as this stock is long undervalued

I refer to klse.my

@Jeremykid, Estimated Date is 13th May, Due date is 29th May

Quite a huge selloff ahead of the QR release. What's going on?

For the past 2 days, Kossan has broken out from the descending triangle pattern and will be testing 6.35 for a breakout. There's also a divergence between the OBV and the price pattern which signals a reversal

Ivan89, Homeriz's performance doesn't link much with currency, but housing data

According to Sin Chew's financial video news, after GAB's name change to Heineiken, it expects to get more discount on its material purchases thanks to the link it establishes with the global Heineiken brand. This is expected to take place within the next 6 to 12 months. Not sure if any news have picked this up

http://biz.sinchew.com.my/node/135065

Not sure if you guys can see this CIMB report. Basically it's repeating MBB's view that the land purchase is positive and gives TP of RM4.00 after it assigns 14x PE to INARI. http://research.itradecimb.com/index.php?ch=5013&pg=5014&ac=85391&bb=file
Somebody teach me how to post reports pls?

FT reporting that Genting is involved with the 1mdb case. http://www.ft.com/intl/cms/s/0/e10080b4-c997-11e5-84df-70594b99fc47.html#axzz3z6Xjzo6D

Tan Sri Vincent Tan Chee Yioun’s Berjaya Group Bhd sold five million shares or a 3.07% stake in Magni-Tech Industries Bhd (fundamental: 2.80; valuation: 2.10) on Nov 13 but remains the largest shareholder with a 20.17% stake. The apparel maker, whose share price has increased 118% year to date to settle at RM3.91 last Thursday, is highly likely to hold a corporate exercise, according to theedgemarkets.com.

HLB says 3q15 had higher performance because of low tax rate but Maybank reveals that the tax rate is actually higher at 16.4% from 9.9% in 2q15 ... ?

This company has a total borrowings of 26mil while only generating barely 2mil in net cash flow every year. Has very little margin of errors

Can enter soon if it drops further

Sold at 1.61 :) Waiting for it to drop lower before considering

In an earlier report, there are 4 downside factors on brent crude prices:
a. Iran oil exports to be up in 6 months
b. China's weak oil demand
c. US sustained high crude inventory
d. OPEC's insistence to keep its output to defend market share

How will the Bangkok bomb incidents affect the insurance claims?

Anderson & unclejoe

What is the use of high dividend yield if it's a result of falling capital gain in lower price?