newbird and SALAM,

My assessment is made purely from the Annual Report and their quarterly result...

As a result, I can only provide the reasons for the profit increase in 1H17 as quoted from their quarterly disclosure as below.

*************BEGIN*************

Palm Oil Products
The palm oil products segment remained the Group’s main source of revenue, which
contributed 98.03% of the revenue of the Group in the current quarter.
For the quarter under review, revenue for this segment increased to RM94.15 million
from RM65.16 million in the preceding year corresponding quarter. The increase was
mainly attributed to the increase in selling price, sales volume and favourable
exchange rate.
The operating profit for the current quarter increased to RM8.93 million from RM4.81
million in the preceding year corresponding quarter. The increase was mainly
attributed to the increase in selling price, sales volume and favourable exchange rate.

*************END*************
Source: Page 11 of 2nd quarter FY17 result

ok sctan, sorry for the typo.. it should be Feb-2016 to July-2016... will change it shortly

the content and the meaning is still same

sctan, 1H17 means TECGUAN financial year. Their Financial Year end is January.. which means 1HFY17 is for period between Feb-2016 to July-2016.. I merely stating the facts

congrats icon, you will be my inspiration to go for 2m page views

Enning22, you are probably right but we can do nothing much about it... Buying ta ann is one of the hedge that i use

Ta Ann starts to move, collect now before it cross RM4 soon.

Three catalysts are:
i) CPO price surge RM100 today to above RM3000 per tonne.
ii) Still under the radar of many investors as YTD return is still negative 10%
iii) Timber division will benefit from strong USD now at 4.4+ almost record high in two years.

My full article here...

http://klse.i3investor.com/blogs/genzinvestor/109427.jsp

what is the message you are trying to say?

probability, fertilizer cost go up yes... but the selling price also go up.

Let say you have a product selling at USD100 and the fertilizer cost is USD60.

Previously you earn USD40 or RM160 per unit when USD at 4.00
Now you earn USD40 or RM176 when USD at 4.40

The earnings jump is 10%....

Bottom line TAANN will benefit from stronger USD

hi Icon, I believe USD will go up as well but I don't like furniture stocks as I think eventually Trump will increase import tariff for oversea furniture What do you think?

by the way, this thread will not be deleted despite DJIA up 230 points on Monday. It is still relevant to share what to do when market is volatile

paperplane, i am not always wrong. my call on PANAMY and MKH are making positive gains.

you can say my call are mixed, but not all wrong

PANAMY is still attractive

http://klse.i3investor.com/blogs/genzinvestor/102920.jsp

hi Tom, I am not living in fantasy land, check this news out

http://www.scmp.com/business/companies/article/1995139/pokemon-fever-too-good-resist-struggling-hk-retailers

It says "Three park and shopping mall operators — Ocean Park, Sun Hung Kai and Swire Properties — told the Post they were in talks with Pokemon Go’s developer Niantic over potential cooperation on future campaigns themed with the augmented reality game."

hi Tom, I already prepared myself for this kind of comment. So it's OK.

hi ScrewDriver, no

http://klse.i3investor.com/blogs/genzinvestor/100485.jsp

5 reasons why MKH is undervalued

sostupid, I didn't ask anyone to buy high and sell low. did I force you? come on la, don't be so sensitive. how can you (by only reading my article)... being forced to buy? obviously my article is not that powerful

good, for 3 stocks to FOCUS ON after Bank Negara interest rate cut, check out here

http://klse.i3investor.com/jsp/blog/blallpost.jsp?blid=1683

find a life to live paperplane, don't live 100% of your life here at i3. and this article is about LIIHEN, PANAMY and DIGI... not TEKALA

why the share price gone up so much today?

http://klse.i3investor.com/blogs/genzinvestor/99830.jsp

i think it is a coincidence that the share price has gone up after this article is published at i3

http://klse.i3investor.com/blogs/genzinvestor/99830.jsp

Shaun Loong, the mother shares is listed at Nikkei which is a very liquid stock market with extreme volatility.

The target market is also different (Japan + global market) vs PANAMY's mainly Malaysia market.

As a result, I believe you can't really compare between these two

Superstock...
1. Shh cash is >30% market cap? It is clearly stated there 21.5%, I don't know where you get your 30%.

2. Larger market cap is better? Of course larger market cap is better. It provides higher liquidity and attracts fund manager, not just retailer.

3. Which school you went? I don't need to answer you on this.

henry, check the line properly. for Balance Sheet, I put NA for the winner which means no winner. That line is only stating fact. To adjust for size, I come out with the "% of cash / market cap".

I don't know what you are talking about external and internal strength. So can't really answer you on that.

paperplane, SHH dividend yield is based on historical dividend payment of 10 sen per share.

cherry, ok will study POHUAT when I am free. Kana Miko, LIIHEN is for long term investment. Even at RM3 I am still in paper gain position.

llyodlim, yes you can invest in both. I am choosing LIIHEN as my capital is limited

This blog is only half the truth. Qoq, liihen earnings continue to grow. But shh earnings has declined. On liihen PE higher than shh, it is natural bcos liihen market cap is much bigger and its dividend payment is very frequent at every quarter. Shh pays only once a year

Calvin, Malaysian don't have alternative bcos the public transport system sucks. Only in KL and Klang Valley you can depend on Monorail, LRT + Monorail.

And do you know usually how many years loan people take to pay for the car? It's 9 years... it's ALMOST A LOST DECADE just to own a car

VGI, i thought you say you already want to stop writing at i3? Just one week, already broken promise?

one must understand the Company's business before investing in it... I would like to know more what is the business of "independent burn-in test' service provider"?

I beg to differ with 5 reasons why I like LIIHEN

http://klse.i3investor.com/blogs/dannyooi/97786.jsp

I beg to differ with 5 Reasons Why I Like LIIHEN

http://klse.i3investor.com/blogs/genzinvestor/96931.jsp

calvin, it is better to separate this article into two. one talk about AAX and another one KSL. different industry cannot compare. it is like you compare a man with a woman ...

http://klse.i3investor.com/servlets/pfs/54476.jsp

moneySifu, you can refer to the link above which is my portfolio for the Self Managed Portfolio competition.

it's near breakeven so nothing to shout about...

and don't compare me with other sifu, I am a beginner they are much more experienced

hi VGI, not sure whether you purposely ignore this article which says that "Unexpected event leads me to stop my view of SELL all EXPORT THEME stocks" .. Here's the link

http://klse.i3investor.com/blogs/genzinvestor/95487.jsp

Macro economy change on a daily basis and everyone is entitled to change their view when there is a strong change in the fundamentals

my humble blog on LIIHEN

http://klse.i3investor.com/blogs/genzinvestor/96931.jsp

KLCI King, i use your word and turned it into "investor"

"investor mood change like weather change, unpredictable"

That sounds much more professional

aidwiz,

After witnessing the volatile USDMYR movement in the past one year, I have learned to have a view longer than one year. And my view is now stronger USD is the trend for the next 3 years. Historically, we can see that despite the volatility, long term trend is for USD to appreciate against Ringgit.

the high rank is due to transactions after 1-Jan-2016. you should strictly follow the BUY and HOLD rules with no change after 1-Jan-2016

80% chance of losing if you follow CIMB... which means 80% chance of winning if you act against what CIMB recommend

Calvin, there are two more by elections in Malaysia

- Sungai Besar (Previous BN win was by 399 votes)

- Kuala Kangsar (Previous BN win was by 1082 votes)

we should track these as well for near term risk/reward

Calvin, do you have any exposure to Sarawak stocks?

Simple but meaningful

U are right on the lower competition from soybean oil. But not from corn oil and peanut oil. These are too small oil to compete with palm oil in terms of volume.

Good observation

Thanks for the update

Congrats paperplane and speakup assuming u all have AirAsia. There's no need to take down this post as I write.it as a.hobby. if it looks foolish just let.it be

Dehouse1 you maybe right,I just write as hobby / interest. Didn't expect this blog to get so many attention

ok paperplane, I admit my blog is not 100% facts... mixed with opinion.. but at least don't do personal attack