Bro Matrixcool,wah, on holiday also cannot stay away from stock market.Same here,a day without watching market is like missing something.

connie,are u refering to matrixcool thread? If yes,then link is here:

http://klse.i3investor.com/servlets/forum/900362723.jsp

HJey,never mind cannot fly,just collect the dividends year after year.No complains there.

seph,ya la,seems like every day got ppl converting.Sigh.....

Doubt it'll fly.Increase dividends? Yeah,that'll be nice.20 % yield? Nah,not likely.

splaw,furnweb earnings much weaker compared with Homeriz.Besides Homeriz pays good dividends and also net cash. So which do u prefer? I would put my money on Homeriz.

Overbought,RSI = 90

cherry tomato,u could be right.Why is he selling now ? Need money to buy bungalow for mistress ha ha !

G'morning TESSA and all.

invest88,good morning to you and all 932 kakis.Today should be good day for Bursa as Dow was up 198 pts. on FFFFFriday!. Some cool but useless facts to share with all here.Did you know that biscuit maker HUPSENG has gained 122.50 % the past year and a staggering 823 % the last 5 years!Compare that with 118% gain for KLCI last 5 years.

1 week 1 month 6 months 1 year 5 years
Hup Seng Industries Bhd +3.15 % +24.35 % +56.93 % +122.50 +822.96 %
FTSE BURSA MALAYSIA KLCI IDX +0.79 % +1.33 % +2.89 % +13.04 % +117.94 %

Got any more stocks like this ah?

Some cool facts.Year to date Homeriz has risen 64.29% compared KLCI 13% ytd gain.

Homeriz got operations in Vietnam?Sure or not.I do know Poh Huat has factories in Vietnam.

most welcome TESSA.Hope u make lots of $$$ for Christmas n New Year. :-D

TESSA,I got a few u might be interested in.

1.Homeriz,buy now and get 2.75 dividend next month(Jan).

2.Latitud,though it has gone up quite a bit,methinks still got legs to go higher,check the thread,target price from 2.40-3.85.

3.Bjtoto,I think qtrly rpt out next week together with dividend.
announcement.Bought some Friday @3.96.

4.Marco,very boring stock but pays a fat dividend every year-1.4 sen(9.3% yield at 15 sens)

Not so empty lah Tessa,got some lone rangers like me wandering from thread to thread just "kay poh":-)

Thank you,Mr Ooi. You too keep up your good work. Have a nice weekend.

Posted by connie > Dec 7, 2013 11:05 AM | Report Abuse

hi fab, don't know about this shareholding part but i do know u emerge as top 3 in the stock pick and trading challenge 2013. well done :)
i am now studying mr otb's worksheet on homeriz.

hello connie,thanks.That contest I just join for fun only.No big deal lah.The real champion stock picker is kcchongnz.

Did anyone knows that the Sultan of Selangor ,Sultan Idris Shah is a top 30 shareholder coming in at no. 14 with 1,100,000 mln shares or 0.55%. Another top shareholder is Syed Mohd Yusof Bin Tun Syed Nasir,businessman and owner of Hard Rock Cafe coming in at no 14 with 1,000,000 mln shares.

Mr Tan KW,please buy for me 4000u of Bjtoto.Thanks.

yeah,hope so seph.Btw what do u think of this "tidor" stock Marco (3514). At 15 sen the yield is 9.3 % !. But share price very boring,always 0.145- 0.16.

bought some @3.96.Me thinks qtrly rpt next week n maybe dividends as well. Yield atrractive @ > 6%

seph,so now the price is now in the buy and accumulate range.Then wait for next year's divvy and zoom back to 80 sen

Sign of life?needs to take out 2.20 to fire up the bulls.

Magni-ficent Tech.

Barack Obama's Personal Tribute To Nelson Mandela

http://www.youtube.com/watch?v=fqIdhotX0bs

Posted by jeff10000 > Dec 6, 2013 01:04 PM | Report Abuse

Piece of cake. Now just waiting on sideline to see what to do next. Target price on this website says it all - $3.85. So still some speed bump and maybe now major road blocks to clear.

yo jeff,can u provide me link to that 3.85 target price article.

jeff10000,u so generous,u can swallow the 1.83 seller?

Thank you Kevin Gibb.

kawabanga,this one's on a speeding frenzy.Oops,roadblock at 1.80.Somebody get the bulldozer!

connie,yeah,God bless him.

Good morning everyone.Some sad news,NELSON MANDELA passed away at the age of 95.

Hi Mr Tan KW,I sell 16000u YTLPOWR WB.TQVM.

yeah,if u look at the price movement it is damn boring.Heck,buy this for the fat divvy,if u want excitement go buy Sersol,Sumatec and other goreng counters.

yeah,like what kcchongnz says,this one is "dirt cheap".

seph,morning manage to tambah lagi MFCB @ 1.98.Just in time before it tekan minyak. :)

Seph,mega first,mega $$$. :-D

Another new all time high today,congrats to all holding this. Next,the sky is the limit !

courtesy of kcchongnz

Posted by kcchongnz > Dec 4, 2013 11:10 AM | Report Abuse

Three months ago I wrote about the Graham net net valuation of the following three companies as shown below:

Table 1: Graham net-net valuation of Daiman
Company Price NTA Net-net Discount
Daiman 2.63 4.85 3.76 -30%
KSL 2.02 3.13 2.47 -18%
Plenitude 2.10 3.35 3.04 -31%

At that time Daiman and Plenitude are clearly more undervalued than KSL by a wide margin and hence those two companies were preferred to invest than KSL.

Since then Daiman and Plenitude has gone up in prices by 25% in three months as shown below, whereas KSL share price has only gone up by 3%.

Company 6/09/2013 4/12/2013 Change
Daiman 2.62 3.28 25%
Plenitude 2.10 2.67 27%
KSL 2.02 2.09 3%

Since then they have also released their latest quarterly results as at 30/9/13. Has anything changed? Yes, there is.

KSL's latest balance sheet shows its net tangible asset has increased from RM3.13 to RM3.30, and its Graham net net also increased by 6% from 2.47 to 2.61. The following table shows the comparison of the revised net net, the share price now and the discount of the share price to the net net:

Company Price NTA Net-net Discount
Daiman 3.27 5.02 3.82 -14%
KSL 2.08 3.30 2.61 -20%
Plenitude 2.67 3.44 3.11 -14%

Now due to the revised net net and the present share price of each, the investment preference is reversed with KSL more favourable at 20% discount to its net net compared to 14% of the other two.

Moreover the three quarter results shows the EBIT of KSL has improved by 85% to 250m.

So KSL, at RM2.09 appears to be a better buy.

courtesy of nexttrade posted on 28/11/2013

KSL- an attractive property stock


Result Update

For QE30/9/2013, KSL's net profit increased by 3% q-o-q or 61% y-o-y to RM68 million while revenue increased by 1% q-o-q or 83% y-o-y to RM217 million.The group's property development projects in Johor Bahru & Klang are doing fairly well.

Financial Position


As at 30/9/2013, KSL's financial position is deemed satisfactory, with current ratio at 2.1 times & gearing ratio at 0.16 time.

Valuation

KSL (closed at RM2.04 yesterday) is now trading at a PE of 3.6 times (based on last 4 quarters' EPS of 57 sen). At this PE multiple, KSL is deemed very attractive.

Technical Outlook

KSLis in an uptrend line, with support at RM1.68-1.70. Its immediate support level is the horizontal line at RM2.00.

Conclusion

Based on good financial performance, attractive valuation & positive technical outlook, KSL is a good stock for long-term investment.


http://nexttrade.blogspot.com/2013/11/ksl-attractive-property-stock.html

seph,I also jump in at 46. :-)

courtesy of kcchongnz

GroMutual a hidden gem? It does look like one to me.

Posted by jennylee1382 > Dec 2, 2013 10:22 PM | Report Abuse

Hi Kc chong can u look in to Gmutual? is this a good counter to invest.

Using my usual Graham net net valuation, Gromutual is worth 73 sen. This represents 38% margin of safety investing in Gromutual the close of 45.5 sen.

http://klse.i3investor.com/blogs/stock_pick_challenge_2013_2h/36493.jsp

Moreover GMutual's earnings has been very good the last few quarters. It earns 8 sen per share for the last 4 quarters, very good. PE would be 5.7 only. It has been making consistent profit each year supported by good cash flows.

Not only that, dividends 3 sen a year. So dividend yield is 6.6%, very good also.

buying this sleeping beauty is better than putting into FD.Treat it as super FD.

I think not many people know that the well known investor COLD EYE aka FONG SILING is a top 30 shareholder of Latitude,ranked at no. 12.He holds 1,365,000 mln shares.

12. RHB CAPITAL NOMINEES (TEMPATAN) SDN BHD

PLEDGED SECURITIES ACCOUNT FOR FONG SILING (CEB)

1,365,000 1.40 %

Posted by sense maker > Dec 1, 2013 09:53 PM | Report Abuse

Latitude is in net cash position already. One fewer minus.

But the stability of Vietnam's political and operating environment and relative strength of Dong, as opposed to RM, versus USD needs to be weighed.

My target price is unchanged for both Latitude and Liihen.

sense maker,great to have you posting on this thread.I understand that you are a finance director with a listed company. Hope you can continue to check on Latitud's future quarterly reports and post your views here.Appreciate it,thanks a lot.

A very good morning to all.


mikekong55,still looking for hidden gems? Check out this counter MFCB,also recommended by kcchongnz.Could be a gem stock for 2014.

1 week 1 month 6 months 1 year



Homeritz Corporation Bhd +0.88 % +7.55 % +60.56 % +70.15 % 0.00%
FTSE BURSA MALAYSIA KLCI IDX +1.01 % -0.16 % +2.46 % +12.78 %

1 week 1 month 6 months 1 year 5 years

Latitude Tree Holdings Bhd +20.16 % +23.02 % +58.97 % +138.46 % +176.79 %
FTSE BURSA MALAYSIA KLCI IDX +1.01 % -0.16 % +2.46 % +12.78 % +109.29 %

Summary
Latitude Tree Holdings Bhd (LATITUD:KLS) set a new 52-week high during Friday's trading session when it reached 1.58. Over this period, the share price is up 118.31%.
52-week range
Today
0.65
Nov 30 2012
1.58
Nov 29 2013
Open 1.53
Day high 1.58
Day low 1.53
Bid 1.55
Offer 1.56
Previous close 1.48
Average volume 403.69k
Shares outstanding 97.21m
Free float 27.85m
P/E (TTM) 6.18
Market cap 150.67m MYR
EPS (TTM) 0.2507 MYR
Annual div (TTM) 0.063 MYR
Annual div yield (TTM) 4.06%
Div ex-date Dec 18 2012
Div pay-date Jan 18 2013
Next div ex-date Dec 27 2013
Next div pay-date Jan 28 2014

managed to grab some @0.88.Just for contra...haha.

Business Strategy and Future Plans (cont’d)

Research and development (“R&D”) is a cornerstone for the success of our business. The Group invests
considerable resources into developing new, innovative and attractive designs which are market and customer
driven. The R&D process is driven by teams of R&D employees geared towards producing a wider range of new,
innovative and attractive design products to help the Group to better meet the increasing customers’ demand
and expectation. Besides, we are also focused on achieving a more balanced product mix by increasing our
production of ODM products to avoid over reliance on OEM products. Since last year, we have increased
our ODM production ratio to 26% from 24% and will continue our future expansion to focus more on ODM
production.

In order to lessen the impact of the implementation of the minimum monthly wage policy of RM900, the Group
will continue to reduce the use of low-skilled labour and improve manufacturing processes by using more
automated and advanced technology machinery. The Group also plans to further automate certain production
processes and spray painting operations, with the ultimate goal of reducing labour.

As one of the leading manufacturer of household wooden furniture manufacturer in Malaysia and Vietnam, we
will continue to develop new products to enhance the Group’s current product offering. Notwithstanding that,
we will look out for and explore new investment and business opportunities.