Posted by Jon Choivo > Apr 23, 2018 06:15 PM | Report Abuse

Sales going up, but margin is compressing really heavily no?


It's true that margin has dropped by few percentage points due to rising resin and strengthening of ringgit but still remains healthy level la, not above 20% as enjoyed previously but approx. 17% is commendable.

I believe growth in sales would more than sufficient to cover the erosion in margin.

Demand for environmental friendly packaging is growing and the potential is huge.

we need sifu Icon8888 to enlighten us on recent earnings result

Have a look at SCGM. promising growth story too.

If u have holding power and able to hold for 3-5 years

rising resin price and strengthening of RM eats into their profit margin.

i will only collect if the price moves below PE 10x

it's true that crack spread is not the only factor but it is the best proxy to estimate the refining profit margin. like it or not, petronm and HY share price movement in 2H last year was largely driven by the uptrend in crack spread. likewise, when the spread is trending downwards to the level previously, obviously the share price tend to move accordingly

crack spread in downward trend as crude oil is rising

Petrol prices drop y-o-y though crude price up, it was offset by the strengthening of ringgit

If trade war does happens, all American MNCs will get hit. that includes Nike

RM54.29mil disposal gain

that would translate into EPS of 3 sen

I'm with u, Flinstones.

Fingers crossed, mr.market will sell to me at 11.

PBB
Topglove
Nestle
LPI
DLady

Saw this 5 very long time ago by 3iii in Investlah forum. Years gone by, nothing has changed.

How about the next top 5, 3iii? Can't find any?

Posted by aiinvestor > Apr 3, 2018 08:36 AM | Report Abuse

Kesm does not export any semiconductor. It offers burn in and testing services, so the impact of a possible trade war is likely to be small.


This is mr.market acting irrational. Any stocks within the tech sector get hit irregardless. sentiment overules rationality.

i go with the ride at the moment, avoiding tech related stocks.

more of Trump tantrum please

Posted by "$_$" GONG XI FA CAI > Mar 29, 2018 01:09 PM | Report Abuse

if lkh push the price above 1.50...none of this would have happen .....stu lah

probably. well, let's see what the next chapter unfolds

IWCIty drop a lot today

petronm and favco also looks nice

Yew Chuan my broker posted very good technical chart about Petronm on her fb, better go read if you holding or want to buy petronm wei https://facebook.com/story.php?story_fbid=135935773908532&id=10002...

your broker trying to con you is it?

guys, Robert Shiller just warned of potential crisis from trade war.

I dont really pay attention to economists much, but with Shiller i ought to pay attention.

Plus Howard Marks also warned last year and early of the year in his memo write up.

no harm being cautious. protect your capital is most important.

I intend to maintain 30-35% of cash reserve.

No one knows how the macro situation might pan out. But one thing for sure the risk is real, i.e. the trade war.

I would prefer to have some flexibility to position myself.

always buy when you see value in relative to share price. market timing is an impossible game but not saying you should completely avoid it, you can always strategize by conserving some capital to advantage of the market situation.

KYY being investigated?

GE is getting nearer. Less than a week before Parlimen dissolved. Last chance bonus for Maybankers...
BN need them votes.

Already priced in, along with all the furniture stocks. The results is as expected.

President Donald Trump is seeking to impose tariffs of up to US$60bn (MYR234bn) on Chinese imports and will target the technology and telecommunications sectors.

Any impact?

can copy paste the article here?

The author is smart to use the FD rate of 3.35% (which is one of the lowest by the way among the banks' offer) to distort the IV calculation, disregarding the risks involved in investing in HY..the busienss risk, financial risk, earnings visibility etc. etc.

i personally would demand a higher rate of return given the higher business risk of HY

10% discount rate assuming 6% risk premium on top of 4% risk free rate seems reasonable

Assuming worst case..the deal does not take off

IWC will drop back below 1.40 and Ekovest will trade above 1.20 (that’s the price before the announcement of the deal)

If the deal will take off, Ekovest should trade close to 1.50 in order for the minority shareholders in IWC to take up the offer

I see both win win situation for Ekovest

i think u guys imagination runs too wild. Wait for the takeover completes first then talk about IWH,

Arbitrage opportunity?

Competition for traffic may come from MRT.

Robert Kuok controlled Wilmar International is now looking to list its China unit on the Shanghai Stock Exchange in the second half of 2019, eight years after the initial listing plan was first announced.

In the original plan, announced in 2009, the company had outlined plans to list the unit on either the Hong Kong Stock Exchange or Shanghai Exchange. However the idea was shelved citing market volatility at the time.

In 2009, a 30% spin-off of Wilmar's Chinese operations was estimated to create a listed entity worth between US$3bil to US$4bil.

This was on the strength of Wilmar's huge presence in China's domestic where it is the manufacturer and producer of branded pack oils, rice and flour.

Among the world's largest palm oil trader, Wilmar now says the venue for the listing will be in Shanghai and the listing is set to be completed in 2019.

It said the “legal restructuring” of its businesses in China, to create the entity that will be listed, will be completed by the end of 2017, after which, Wilmar will apply for approval from Chinese authorities in 2019.

A senior executive from the company was quoted as saying that preparations for the revived initial public offering plan was “very much on track”.

Wilmar's China operations contributes to half of the group's revenue and a significant portion of the profits.
Read more at https://www.thestar.com.my/business/business-news/2017/11/14/kuok-wilmar-pushes-china-listing-to-2019/#d1uOOu48Xy0V2Jc8.99

first hurdle, acquisition of IWC is getting nearer.

second hurdle, potential spin off of highway assets

good thing about investing is that TIME is on your side. i can wait

Wow, insiders bought few days before and sold on news. Terrible.

When the stock got beaten down, Halite was bashed left right centre.

Stock decides to shoot up and all of sudden, the proud supporters shows up. and the cycle continues again with TP dropping from the sky, RM15 seems the consensus view.

Market sentiment over property sector as a whole is weak. When the sentiment on the industry itself is weak, all counters suffer as a consequence. You need to have a lot of patience. Or else, look at other stocks with better catalyst for efficient use of your capital.

Finally, its 29 MARCH

There is a reason why Petronas has 1000 stations and Petron is half of that. Let's be real, Petron would never catch up with Petronas in terms of numbers, the gap will remains there, in Malaysia for sure.

To most people, it is the habit or i would put it a devotion to the brand. It is the usual Shell or Petronas that u get to see full crowd at any single time of the day. Not Petron station.

Any coffee lover would tell u the worst coffee u can find is Starbucks. And yet Starbucks did extremely well. U can't exactly pinpoint the growth trajectory of, say Coffee Bean or San Fran, by simply referencing to the number of outlets Starbucks have and compared to CB or SF, and conclusion made basing on the wide gap and thus assuming CB or SF has of room to grow.

The question every contributor in this thread should ask themselves. Do ur goodself is a Petron consumer? If not, then ask urself why. And for whatever reason there is, then why would u think Petron petrol station can grow further?

No doubt there is room for Petron expanding its petrol station.

Do you know why? Try ask 10 of your friends, i bet 90% of them do not pump petrol at Petron. Lol


For myself, I only pumped once in Petron in my whole life. And that because my car is out of petrol and it is the nearest to my office.

Maybank is well supported.

Where is STOCKRAIDER??

Probability??

Futureyes??

"Only when the tide goes out do you discover who's been swimming naked."

I would advise to stop promoting HY. Keep your good homework to urself. Don't mislead the others, hoping ur article can convince ppl to push up so that u can exit urself.

A GOOD FUNDAMENTAL company does not need excessive promotions. Let the market decides.

As Howard Marks said, remain invested on the basis of value and its relationship to price. Refrain from timing the markets based on predictions regarding economies, markets or psychology.

bubba gump is closing shop. F&B business is challenging...it beats me to understand why management intends to venture into this area...

At current price, Maybank P/BV is 1.55 times, neither overly expensive or cheap, probably reasonable