The coming 2nd qtr result is still good I think.

My target is rm 4.50 for lctitan, bcos the USA and Indonesia will start contributing good profit.

I have notice some hidden latent strength at insas & insas-w lately, since its share price & warrant price broke out from Rm 0.825 and Rm 0.235 recently it slowly continue with its run.

Every time the market try to press down insas price below 84 sen & warrant below 25.5, it always rebounded back very fast.

This indicates steady accumulation of insas & its warrant are in progress and the strength of buying power.

I think a good time will be coming for insas & its warrant, as its price is keeping up.
Since insas has good fundamental & financial strength and with good prospect especially its associate inari that involve with 5G, the investment preposition are very positive going forward.

Cheers & Good Luck.

Insas latest rolling 4 quarters eps is rm 0.34 against share price of 85 sen give PE is 2.5x.

Its net assets per share is Rm 2.96 v share price Rm 0.85, that's again huge undervaluation.

Insas latest quarter has shown an earnings growth of 18 sen against the corresponding period quarter last year, this an excellent earnings big gain in 3rd quarter.

Thus it is expected, insas should be able to achieve a culmulative eps above 40 sen per share by end of the year.

I have not factor in the potential of inari growth, but still i it is sufficient to support my highly bullish views of insas & its coming potential.

You can either buy insas or its warrant both consider very cheap & undervalue.

I notice Insas & insas-w, had shown very consistent upside progress for the past 3 weeks. Based on the current trend & momentum the mother & the warrant should be able to breached Rm 1.00 & Rm 0.36 by the the end of august.

Although the upside is not expected to be furious, the expected gain is still going to be commendable.

Investors who believe in value & steady sustainable gain, should love this type of steady sustainable stock like insas.

A company so well manage that you have nothing to worry, just buy & hold and wait for capital appreciation and at the same time enjoy regular decent dividend.

Buy some cheap sapnrg for quick profit due to steady oil price

Inari is a strong 5G representative play with strong growth prospect going forward.

Strong earnings & dividend yield of 5% pa & it is sustainable due to cpo future above Rm 4,000 until end of Dec 2021.

High Chance can go Rm 3.50

This is a potential privatization counter

Agreed this stock is worth Rm 3.00 and currently it is a steal at Rm 1.07.
This suria port pays very consistent dividend every year even during recession.

This is a bluechip of software stocks register good earnings & it pays good dividend.

Insas is coming in a big way.

The great q3 result augurs well with insas, thus its share price is due for a strong rerating.

I check out with some vegeoil expert the future palmoil can still be promising;

1. There are big shortages in vegeoil
2. All the inventory of vegeoil is running low.
3. The world population is increasing 2% to 3% pa supporting consumers consumption.
4. there wide use of palmoil from consumer food, cosmetic, toiletries, industrial use like lubrications, ethanol, aerosols and fuel and chemical applications.

The stock will technically break above rm 2.00 soon.

Ijm plantation is run by reputable management that you should comfortable investing in it.

I think it is a good strategy putting some money in palmoil stocks.

This sector beside will be making coming windfall profit due to record high cpo price above rm 4500 per ton, it is still very safe as it is still undervalue and hold huge landbank.

Its future dividend will be very attractive.

That means more optimistic sentiment for berjaya group.

Very steady earnings and dividend pay out.

I think can buy some because good earnings and dividend coming.

I think should sell netx and move on.

No need to waste time, at the rate of owner and management are doing, they are just cheating minority shareholders with numerous & various share placement and esos.

I think very sound entry at Rm 5.20 level.

A bonus issue will be very positive

Can consider this stock because it is too cheap

I think this 22-3-2021 nothing will happen because most of the bland businesses are under shutdown and partial lockdown due to pandemic.

The best strategy for bland now is start selling some land (since land has not fallen much despite pandemic) in order to pare down borrowing and release value and profit.

Consider good safe stock .
This company has been undertaking share buy back recently

I think gloves recovery coming

I think can start looking at Gloves Counter

Need to wait another 6 months before can make next GO base on SC rules for takeover.


Posted by simon > Mar 20, 2021 8:03 AM | Report Abuse

Dear all FGV investor, FGV Holding already have 78% fgv shares, need another 12% will 90% & will going to MGO ? what do you think the offer price? still 1.30 or higher?

Must buy some for recovery play, this stock still under performing laggard.

Looking at the current development that is the appointment of a new CEO and the Group participation in 40% merchant banking in london, it appear that more positive sentiment is in the making for this Bjcorp vehicle.

I am very happy, my collection cost on this stock is around 96.5 sen which i picked up during the GENERAL OFFER recently.

I believe this counter will continue to grow over the next 3 years.

I first invested in insas following sifu raider, leno and sslee about 18 months ago at around 68 sen.

Actually i am impressed with so much fundamental informations that can be gathered in I3 to support my investment decision on insas confidently.

Despite insas is well researched, my investment in insas is not a smooth ride, for example in the month of march to april 2020, i almost wipe out more than 50% of my capital.

I believe in fundamental investment, thus i held on with my insas and buy more average on the stock, whenever i have some money from my monthly paycheck.

I dollar average every month & todate i have collected 150,000 units at about average 67 sen and i have never sold a single share, since i 1st bought.

Currently i am comfortable with making reasonable profits on this stocks, i will be subscribing for all my full rights entitlement.

I believe insas is a good stock to buy & hold for longer term and my estimates is that this share, will help me to make the 1st record profit on 1 single investment stock of rm 100k in the coming future.

Wish Me Luck !

God Bless.!

Happy Chinese New Year.!

Why insas a right pick ??

1. Margin of Safety
Its Nta Rm 2.73 & its Rnav is Rm 4.80.
It trade at a PE below 9x.
It has net cash over Rm 500 million.
It pays a dividend of 2 sen, a return now superior than time deposits.

2. Expose fast Growing sector of the economy

Technology-Inari, Omesti & Dgsb in 5G very fast growing sector.

Gloves- DGSB in Gloves industry

Finacial Sector- M&A the market leader in advisory for Ace & Leap Market.
M&A is also market leader & specialist adviser for Small cap listed companies especially those that have market cap of less than Rm 500m the biggest klse gainer sector in year 2020.

3. One of the Best venture capital with proven successful track record.
Its Significant Successful investment are Inari & sengenic where return exceed more than 1000% return.

4. A Successful Fund Manager
Substantial shareholders of OCBC, SYF, Ho Hup & etc

Thus the overall Insas provide you a very safe balance investment & management with good growth prospect .

I believe Insas is a very fundamental stock with good margin of safety.

Those who invested & intend to hold slightly longer term will reap good profit.

It is obvious & clear that insas is an undervalue overlooked stock with good potential & prospect for high gain.

I would like to say, i make some good money listening to Stockraider buying into Netx as i like his explaination that :

1.Netx has cash of 15 sen much more than the share price.
2. Netx in the very much love technology sector.
3. Netx investors had lost alot of monies, thus entering at bargain price during the Rights issue & immediately before the post rights issue offer immense profit opportunity with very much reduce risk.

Although the above arguement are still valid, i need to highlight that i have failed to gauge the poor corporate governance of the company with strings of Esos, placement & Rights Issues with long term benefits only to the Insiders.

I am lucky manage to take profit. This is trigger by Raider started selling after seeing the announcement that the Netx Directors selling, so i followed judiciously to sell with no hestitations .

The latest announcement confirmed that you cannot hold on to Netx for longer term as it operates with no regards to treating its shareholders fairly just after a massive Rights Issues.

If you still have netx, my advice is you should start unloading quickly to avoid huge integrity risk.


OTHERS NETX HOLDINGS BERHAD ("NETX" OR "THE COMPANY") - OFFER OF OPTIONS UNDER SHARE ISSUANCE SCHEME ("SIS")

NETX HOLDINGS BERHAD


Type Announcement
Subject OTHERS

Description NETX HOLDINGS BERHAD ("NETX" OR "THE COMPANY")
- OFFER OF OPTIONS UNDER SHARE ISSUANCE SCHEME ("SIS")

Pursuant to Rule 9.19(51) of the ACE Market Listing Requirements of Bursa Malaysia Securities Berhad, NETX wishes to announce that it has offered options to eligible employees under its SIS, the details of which are as follows:-


(a) Date of offer: 29 December 2020


(b) Exercise price of options offered: RM0.135 each


(c) Number of options offered: 213,412,750


(d) Market price of NETX’s shares on the date of the offer: RM0.135


(e) Number of options offered to Directors of NETX: Nil


(f) Vesting period of options offered: Not applicable


This announcement is dated 29 December 2020

IF YOU INVEST IN FPI YOU ARE ACTUALLY INVESTING INTO SPEAKERS, HEADPHONE & INTERNET OF THINGS THAT ARE IN BIG DEMAND.

Headphones: a world on demand

So much for the emotional story of the podcast. But underneath lies another story. The story of "on-demand", where all activities are available when one wants, where one wants, at the speed one chooses. Thanks to our smartphones, we have become the centre of our own world. There is no longer "the program", there is "my program". The biggest audience hits in France are actually radio programmes made available to the public on replay; listeners enjoy them at the time that suits them (this represents three-quarters of podcast listening in France).

Online audio, social audio, is first and foremost, "audio when I want it". It is also the convergence of an ultra-fast connection and a pair of headphones, now in (almost) every ear. Since the first Walkman in 1979 became a runaway success, we've gotten into the habit of walking through life with our own soundtrack. And the constant improvement of headphones up to the current AirPods, which are almost like augmented ears, obviously boosts listening.

The increasing popularity of digital audio is also due to the development of new smartphones with greater download capabilities.

"In February 2019, 76.3% of individuals owned a smartphone in France. And most of them have a capacity of up to 256 GB, going up to 512 GB on the latest models launched in France. This represents all the more content available offline on audio streaming applications," explains consultancy firm Sia in its report on to the development of digital audio, released in August 2020.

Ever higher-performance headphones, smartphones as powerful as the computers that sent the first rocket to the moon, and ultra-fast connections: audio has thus crept into every moment of our lives.

Half of US residents are regular listeners

In the United States, nearly half the population of listening age listens to digital audio every day and in November, 75% listened to some form of online audio, according to the recent The Spoken Word Audio Report by NPR and Edison Research. Digital audio use is spreading and becoming morewidespread. Today, podcasts are no longer reserved for the educated elite across the Atlantic.

In France, the age ranges of listeners are broadening and podcast consumption is slowly spreading beyond the upper middle classes. Listening to audio content on digital (streaming platforms, websites, applications) has increased by 20% since the beginning of the lockdowns. More than eight out of 10 French people now prefer this medium to listen to music, radio or podcasts, compared to six out of 10 before, according to a study by trend consultancy Viuz.

Audio, the multitasking medium

And this enthusiasm will not peter out, because podcasts are becoming more and more qualitative and more adapted to our lifestyles every day. For Kamel El Hadef, co-founder of Audion, an agency specialising in audio monetisation, "the vitality of digital audio consumption despite the change in French people's habits allows us to predict an increase in consumption in the future. It is noticeable that, although the French do not have daily commutes, are working from home and don't go out much at the moment, podcast consumption remains very active."

The use of audio responds to our connected lifestyles. It is the companion medium par excellence. Studies worldwide show usage coupled with another activity - walking, in public transport, driving, hanging up the washing, and working. It is the medium of multitasking. Which isn't necessarily good for our already wrung-out brains, but it is considered "practical" by 50% of Americans, who explain their appetite for audio thus.

As for reading books aloud, which was thought to be for children or the visually impaired, it is becoming unexpectedly popular.

"I listen in the evening before going to sleep, or in moments of insomnia," says Lionel, 49 years old, while avid reader Fabrice, 53 years old, says, "I don't have time to read, so I listen when I'm out and about."

The age of the voice

After the keyboard and the tactile, it is the voice with which we will soon activate all the objects that surround us. "Connected speakers represent the advent of voice as a new media in its own right," believes Sia. Artificial intelligence (AI) has made it possible to develop voice assistants like Siri or Alexa, capable of understanding our oral requests and transforming them into action or response."

Dear,

Mr Tan - My stock picks for 2021 as follows:-

1. Sapnrg 20%
2. SMIS 20%
3. CYL 20%
4. Wtk 20%
5. Pccs 20%

Mr Tan - My stock picks for 2021 as follows:-

1. Sapnrg 20%
2. SMIS 20%
3. CYL 20%
4. Wtk 20%
5. Pccs 20%

I steadily make money on Insas, although the upside incremental is slow but the pace of increase had been steady & consistent.

I think by next year, once the dates of Insas RI entitlement is out, this stock will move up strongly.

The best time to collect is now, because you do not need to wait so long.

I heard from insider the business of suria is improving because the export volume orders from palm oil pick up alot.

The main export products going through Suria is CPO.

Insas is going up everyday about 0.5 to 1 sen per day and at this pace of increase, you should be able to expect rm 1.20 to rm 1.30 on completion of corporate exercise estimated end feb 2021.

This rate of return is considered very good bearing in mind insas is a very low risk investment due to its huge undervaluation.

I think if you invest in insas, it is an intelligent investment, not only you get a good quality business buy, in fact you are exposing yourself to very strong sectors of corporate, finance, investment & stock broking and technology at very cheap bargain basement prices that will benefit from the current market upside.

Thus in the above scenario, I am very confident that Insas will give a very good return to me.

It look like insas is slowly moving up and gathering strength every day.
My estimation at the year end , insas will go above Rm 1.00.

I have bought more than 60,000 units last week and i will key in to buy more .

FGV already GO, next will be Boustead.

I think Raider findings support Insas worth much more than the current price of 90 sen.
There is no harm increasing our position in insas, taking into consideration the intrinsic value of Rm 5.50 with dividend of 2 sen, PE 9x and the coming RI RPS with 2.5 free free warrants.

The catalyst upside will come near EGM

09/12/2020 11:10 AM

stockraider Just Buy B4 EGM approval mah...!!

More upside coming loh!!

Posted by stockraider > Dec 9, 2020 11:10 AM | Report Abuse X

My tukang tilik sifu says Insas upside powerful above Rm 1.00 by year end.

My Senior analyst estimates Insas fundamental worth above Rm 2.60 mah!

My 009 investigators found out hidden reserves of Insas excluding Inari comprises mainly properties & investment value is more than Rm 700m, giving insas another Rm 1.00 gain besides NTA Rm 2.75 & inari mark to market gain of another Rm 1.50.

Thus Insas intrinsic value can reached something like Rm 2.75 + Rm 1.75 + Rm 1.00 totalling = Rm 5.50 loh...!!

U buy insas for Rm 0.90 v Rm 5.50.....it is a steal mah...!!

Lets explores good and emerging stock ideas with high growth potential. We leverage on Fundamental Analysis techniques in identifying hidden gems on Bursa Malaysia.

"I had made what I believe was one of the more valuable decisions of my business life. This was to confine all efforts solely to making major gains in the long-run." - Philip Arthur Fisher -

FORMOSA PROSONIC - A Significantly Undervalued Technology EMS Player with enormous Growth Potential

We have seen the spike in share prices of various electronics manufacturing services (EMS) players such as VS Industry, ATAINS and PIE Industrial and SKP.

These are solid companies which have been exhibiting strong growth and consistent earnings over the years. Not surprisingly, most of the EMS players are trading at price earnings ratios (PERs) of between 30x to 40x.

It is almost impossible to find a cheap EMS player, as most are usually very established players.

One example of a technology company which is also an EMS player, but is exhibiting SIMILAR growth, but has an even higher ROE, higher dividend yield but lower PER is Formosa Prosonic Industries (FPI).


This company is 27.99% owned by Taiwan based Wistron Corp the 2nd biggest company in technology after flextronics.

Wistron Corp is a major original design manufacturer in Taiwan, and was the manufacturing arm of Acer Inc. before being spun off in 2000.

FPI has rightfully recently gone into a new business segment covering the Internet of Things considering it is an Associate of Winstron, so it isn't just EMS player anymore. This is also one reason why its profits have significantly improved despite the Covid-19 pandemic.

At FPI's current share price of RM2.39, the stock is trading at a historical PER of 12.14x and offering a dividend yield of 4.6%. It's also in NET CASH position of RM226mil. Borrowing are ZERO.

Furthermore at this price, the stock still only has a market capitalisation RM590M. Most of the other EMS players have market capitalisations of a few billion ringgits.

Despite its low valuations, the company is still able to deliver a superior return of equity (ROE) of 15.15%.

FPI is the leading manufacturers of high quality sound systems in Malaysia with a strong team of audio experts.

Its manufacturing facilities strategically located in Port Klang and Sungai Petani, both in Malaysia. FPI has also established a design and engineering centre in Taiwan.

The group has evolved from the manufacturing of speaker systems to smart audio systems and musical instrument components including the design and development of wireless and bluetooth speakers with cutting edge functionality and seamless connectivity to recently internet of things.

It specialises in Original Equipment Manufacturing (OEM) services including woodworking, plastic injection, driver units, PCB assembly and finished-products assembly plus technology products in cooperations with winstron and serves the requirements for Joint Design Manufacturing (JDM), EMS and Contract Manufacturing (CM).


How To Invest in FPI

It is opportunity that FPI is not be in most investors' radar.

The stock has been 'stuck' (for lack of a better word) over the last 7 years, and has only moved in a range between RM1 to RM1.50 price.

It has finally 'broken out' of its 'deep value' phase, this is the BEST time to invest in the stock to enjoy the more exciting growth phase moving forward. If u followed Koon Yew Yin's Dynamic investment Rule FPI fit into the investment criteria.

Earnings

The 3rd quarter to Sep 30, 2020, net profit was up 62.66% to RM25.84mil on the back of a 7.84% jump in revenue to RM281.05mil this tremendous out performance is achieved despite covid19 challenges.For the 9 month period, net profit was up 21.23% to RM39.69mil.

It recorded EBITDA of RM60mil for the 9-month period ended Sep 30, 2020 compared to RM51.6mil in the previous year’s corresponding period mainly due to change in sales mix. The current strong growth of FPI is due to a new profit segment covering the Internet of Things.

These segments have contributed to its strong exponential growth. In view of its exposure to the technology industry which is growing, along with its affiliation to Wistron, FPI should register sustained strong eps growth

Hence, ride the stock this way:

Deep value stock: RM1.30 to RM1.50 break through

Yield stock: RM1.50 to RM3 current range with dividend yield 5% pa

Growth stock: RM3 to RM6

To strong momentum stock: RM6 to RM10

This TA now is bond like with return yield of 12% to 15% pa, if u buy now & hold until GO completion.

I totally agree with stockraider findings on insas as it score highly on the following latest findings:

1. Latest qtr Eps of 9 sen.
2. Pe of 8 to 9x.
3. Nta of rm 2.75 per share.
4. Revised Nta of Rm 4.50 inclusive of Inari mark to market
5. Net cash of Rm 600m.
6. Latest Dividend of 2 sen just announced
7. Strong market trading volume & value klse will benefit M&A
8. Strong Technology exposure sector Inari, Omesti, Dgsb and sengenic.
9. Positive Corporate exercise coming meeting on 23 December to approve.
10.Improvement in Insas stock momentum
11. Significant share exposure to Inari ie 1 insas equal to 0.847 inari
12. Insas has refocused its business to Technology & finance.

I think insas is a good long term investment with good value, growth & dividend.

People call this team work & alliance mah...!!

Please think positively...don be a sohai 3iii loh...!!

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > Oct 16, 2020 2:30 PM | Report Abuse

>>>>>

stockraider Just like 3iii suggestion...sifu calvin...decide to take break...leaving raider manned the fort loh...!!

>>>>>>


Very interesting. raider is always subservient to conman calvin. Very grateful to his saviour. Very loyal, which is praisable. :-)

Look like hpmt moving up.
Lets join the party