Look at the content which is very positive.

Stockraider thinking is in line with my thought on cimb.

Cimb has a good brand name

Need to think carefully Affin bank already very undervalue with its NTA of rm 4.70, dividend yield 5% pa and PE 6x, very unlikely can drop to Rm 0.75.

At this price valuation very undemanding and attractive.

I do not understand why Mr Philip need to attack sifu KC ??

Mr Kc is a good teacher of value investment and has help many aspiring value investor like me.

Mr Philip can go on with his advice to us but no need to attack Mr Kc, i think this is an healthy approach.

You pay a fair price for a good quality stable stock.

Alot of people are hunting for yield.

Pe 7x and dividend yield above 6% pa is highly attractive.

Huge HP exposure but it is one time impact, should not base on this as sole criteria for investment.

AMMB valuation looks reasonable undervalue.

Look attractive to collect at this price.
A very well manage company of Hong Leong Group, its dividend exceed banks deposits rate,

The coming q1 result should be very good with good demand from its products.
Scomnet will show good growth of revenue and profitability.

This company valuation is undemanding, there is a 1.5 sen dividend, thus giving it a dividend yiels of 2% p,a which is about same rate with bank time deposits but this company give you good potential growth upside.

I say is a buy.

Sell before too late.
Results no good.

This is a good bank to invest, own by singapore temasek.

Right time to pick up this gem

This what we call a market leader stable healthcare growth stock.
Eventually with its steady growth, it will reach bluechip status

This is a super under value bluechip, which is cash rich with good dividend too.

Our value time to take profit.

Debt too high.

Use to market leader in software technology & only recent years lost its appeal.

I think they are making a strong comeback.

Very good cashflow company.
It still hold Rm 100m cash.

Its business are stable and steady as it involve with health PPE.

Good strong business.

Keeping cash is not a long term option because of low return

This is a very steady cashflow stock.

You buy because of its visible steady & stable cashflow.

It pays good dividend.

Very bullish findings;

4) Due to excellent track records and necessary FDA and EMA approvals, have gained additional clients over the past 2 years.

5) Expansion programme planned. New products to be launched in 2nd Half of the year and have already received orders for them.

6) Based on the products that are jointly developed, can comfortably see growth and visibility over the next 10 years.

To be fair i think stockraider system not easy to track, he is an active player, if he maintain tracking as suggested he will be too busy maintaining his account.

The tracking system suggested, is best use for long term investor where they have low activity

This stock undervalue despite healthcare play theme.
If you buy this stock you are entitle 8 sen final dividend.
That means dividend yield 4% pa.
Strong buy.

More than 32m units done on the way up today, very bullish indicator.

I think can jump in when market open

Market already discounting q2 result as very bad.

You will be surprised bas result share rise

I tend to agree with sslee view.

Posted by Sslee > Apr 17, 2020 11:17 AM | Report Abuse

Dear leno,
Thank you for your opinions.

My opinion:
Dividend: The very basic of the capital market is investors provide capital for company to do business, and the investors got return in term of regular dividends, from the free cash flows of the company, not from borrowings. A steady and stable cash dividend payout often signals financial health and operational soundness of a listed company.

SBB: Buyback shares when the share price is undervalued are definitely good for the company and the shareholders. Doing SBB below NTA for cancelation will enhance the NTA further.

Fairness: It is unfair to reward only the rich or investment bankers with RPS and free warrant. Please attend the AGM to have a feel for the suffering of minority shareholders.

Finally please beware of TWO FACE Philip, he can camouflage faster than an octopus. This is what he says about you: “And stop listening to talking cats, too much catshit. You know it. I know it.”17/04/2020 6:09 AM”
And then Wow, I finally respect Leno. He is far far far wiser than sslee. 17/04/2020 10:52 AM

Thank you.

Layback investor should take this opportunity to buy maybank.

U get attractive dividend yield of 5.5% to 6.5% on this solid bluechip stock .

Buy for your retirement or for your children education fund

I agree

Posted by Sansing > Apr 17, 2020 11:48 AM | Report Abuse

MGO look like coming !

Take this opportunity to sell.

Airasia laden with debts & need govt support with flights cancel and lack demand

No

Posted by kok_wai1985 > Apr 17, 2020 12:03 PM | Report Abuse

Is this ESOS consider private placement (PP)?

Almost all the gain of today is given back.

But i am still confident, it is just a temporary profit taking.

It will resume upward movement soon after this adjustment.

I expect TP at least Rm 2.40 for titan

Thats why i say nike comment on scomnet as a growth stock missed the mark.

Scomnet is a growth stock..

It always u compare apple v apple.

U compare same qtr v qtr last year.

U compare this year v last year

All shows growth . The share price move upwards.

ohku Wrong way bcos u have taken into account of seasonality.

Like Christmas sales in month DEC will be definitely higher than the month of November, like that u cannot see the trend.

It must December christmas 2019 sales v December 2018 christmas sales to see the actual growth

Posted by t_nike2002 > Apr 15, 2020 7:30 PM | Report Abuse

@gohku
this is the right way to see the latest trend of its business of the latest quarter to quarter.
15/04/2020 7:36 PM
X
gohku Always compare apple v apple.

If compare apple v orange not that right.

Always compare apple v apple.

If compare apple v orange not that right.

Wrong way bcos u have taken into account of seasonality.

Like Christmas sales in month DEC will be definitely higher than the month of November, like that u cannot see the trend.

It must December christmas 2019 sales v December 2018 christmas sales to see the actual growth

Posted by t_nike2002 > Apr 15, 2020 7:30 PM | Report Abuse

@gohku
this is the right way to see the latest trend of its business of the latest quarter to quarter.

It must make sense when u talk & we listen, we are not primary school kids believing innocently everything people said.

Posted by qqq33333333 > Apr 15, 2020 7:27 PM | Report Abuse

gohku > Apr 15, 2020 7:23 PM | Report Abuse

I think there is some exaggeration on the claim that kyy lose 90% even if we take into account of his margin;
======

go speculate shares not enough? have to speculate how much people lost?

Airasia can change to transport cargo but this will never make up for the lost of passengers traffic revenue due to covid19.

I think there is some exaggeration on the claim that kyy lose 90% even if we take into account of his margin;


Posted by michaelwong > Apr 15, 2020 5:16 PM | Report Abuse

90% is simply over exasperated . Uncle koon is not a dumbass. Cutloss may apply under margin account b4 it can reach 90% downtrend . The financing dept will automatically sell his shares maintain risks bore by the banks

Good news for Lctitan with polyproplene price up.

Business going to improve.

This is a wrong way of comparison of growth by nike2002.

U cannot compare with immediate preceding quarter v current quarter bcos u need to take account of business seasonality.

Therefore the right approach Dec 2019 v Dec 2018 Qtr

Sept 2019 v Sept 2018 Qtr.

In this way the corect measurement, Scomnet shows strong credible growth every quarter.

This is confirmation of Growth stock.


Posted by t_nike2002 > Apr 15, 2020 6:50 PM | Report Abuse

@Gemstar Just in case you missed out these Scomnet Deteriorating figures as below (from Bursa):

For the fourth quarter under review, the Group Revenue decreased by 7.52 % to RM 32.39 million as compared to immediate preceding quarter

Comparison of "Qtr 31.12.19" with Its "Immediate Preceding Quarter".

Revenue "DOWN" 7.52% to RM32.39m

Operating Profit "DOWN" 27.63% to RM4.9m

Profit After Tax "DOWN" 12.06% to RM4.56m

If can no need to refund.
Just imagine every transactions cost Rm 10 to process, it will cost the airline a lot of monies.

If customer insist to refund, then charge 1% processing fees with minimum Rm 10 cost to cover cost of processing.

Lctitan is giving back half its gain today which is still credible

Leno

Insas did move above Rm 0.90 recently, u could have make alot of monies if sold.

Now it is buying time

Lctitan going up & rebounding after touching bottom recently.

This price still not expensive still got profit margin

Lctitan going up & rebounding after touching bottom recently.

This price still not expensive still got profit margin

I think no need to wait that long like 5 to 10 years.
Just 3 years will be good enough for insas to outperform.

Just buy & hold maybank.

This is an index stock the biggest company in malaysia, it will survive and prosper

I am curious how can kyy lose 90% when his stock drop 25% to 50% ??

This is medical device business.

Posted by t_nike2002 > Apr 15, 2020 11:55 AM | Report Abuse

It's quite amazing that people compares gloves manufacturer valuation with a totally different product business i.e. scomnet that is involved with PVC Compound and cables/wires for electronic devices and data control switches...

Go go go.

Power up

I will say just avoid.

1.High debts
2.Lockdown everywhere no business
3.Covid19 will create fear that people will not travel next 6 mths even open up tomorrow.
4.Over bought too many aircrafts

People says making monies from the ladies and children are good business, i think quite valid.

I bought some at 30 sen already making good monies

U become bullish when people are bearish.

Lctitan has fallen to very attractive level now.