I think can.

This company involve in recycling and power generation.

Management can be trusted.

Stock did not goreng high, now it is at worthwhile buying level

I just buy & hold for long term investment.

Do not worry of what the owner will do or will not do in the short term.

This is damn cheap.
No doubt there will be shake up in the industry but this company will definitely ride thru with flying colors, supporting, is its very solid balance sheet.

I think it is a strong buy.

If u did not have bank exposure, u can consider ambank.

1. Its price to book value is 50%
2. Its dividend yield above 5% pa
3. Pe below 10x
4. It should not be impacted much from falling interest rates bcos its loan most are make up from fix rates.

The bank is growing nicely

Even dividend is cut by 50% to 2 sen from 4 sen, it is still very credible with yield at 6% pa.

Posted by danchong > Apr 3, 2020 3:19 PM | Report Abuse

The RTA sector is labour intensive and was badly hit by labour shortage in 2018-2019. This also led to lost in order. We can see that situations were improving until the recent MCO. They went back to production last Sunday but only working at 25% capacity. They also sorted out the problems of shipments. Don't think they will loss any order unnecessarily.

The particleboard sector stopped work on 21/3 and can resume once the supply of logs and resin has been secured.

No problem with the production of king oyster mushrooms. Sales to hypermarkets increased by 5 folds but restaurants business dropped significantly. The overall sales will be much higher once the MCO is over.

The bottom line of this 2 months will definitely be negatively impacted. Hopefully, they can overcome that quickly in the coming months.

The company has a very strong BS and should be able to weather through this difficult period.

The company has a high dividend pay out record. Hope the dividend can be maintained or not dropped much in the next few quarters.

I heard from my friend there is going to be a privatization of bland by bcorp.

Insas is a very balance company, it is very undervalue with good prospect.

If u buy insas rm 0.55 u r buying into the business by only paying 20% of its fair realizable value.

Very good deal and has big margin of safety.

The company pays dividend 2 sen, that give 3.5% pa yield and its earnings yield exceed 17% pa.!

Very hard to find such a solid company.

I think this is a hidden gem health care stock.
My friend stay near to this company in Sg Petani and his neighbour work in this company, he told me the business is very busy even with MCO in place bcos of overwhelming orders.

His neighbour work very hard mow, even sunday also go to work and this company has mco exemption approval.

It should be valued at the same Gloves valuation

I think buying into Netx has high probability of success.
Let us examine the risk v reward factors;

Risk/negative

1. The company historically has been losing monies
2. Netx is burining cash
3. The revenue of netx is extremely low
4. The company involve in too many start up projects alot turnout to be failure.

Rewards/benefits
1. The company hold alot of cash Rm 34m and invested another Rm 74 million in some apps and software projects, in which some will reach commercialisation.
2. Strong support from sponsor, despite weak market the company still manage to raise funds through private placement & its stock price still hold steady at 2 sen, an indication of strong accumulations.
3. Despite 10 years of losses and cash burn, the insider netx staffs still willing and optimistic to subscribe for huge amount of esos, some even pay higher than the market price, which means the prospect going forward is better.
4. The Enormous NFCP kickoff some of this may flow to NFCP as a subcontractors.

If you look at the balance of probabilities the negative of netx are clearly discounted in the share price.
Current market netx price at 2 sen can be fundamentally supported by cash 1 sen and 1 sen on some of the software and apps projects, which means investor are not paying any excess premium.

Just imagine your friend spend a huge rm 500m developing its project for 10 years, now after such a longtime its assets value is rm 74m or 2 sen per share,

You look at the project some are close to kickoff, it is an opportunity to participate at 2 sen.

Netx type of business is the new economy, some money should be allocated to this type of business

Hi netx comrades,

Today i am happy that i manage to collect 300,000 units of Netx at 2 sen.
I have key in another 300,000 units of Netx at 1.5 sen, but this order is not filled.

I will try to buy 1,000,000 units within my budget of rm 20,000.
Hopefully this can be done.

I have been reading the supporters and the dissenters views on netx, on the balance i am in favor of buying some netx at 2 sen, due to insiders have been buying alot this share at 2 sen for a long time.

The chance of it moving up is high.

This situation is unlikely.
The purchase pecking order for petron is to buy from its own refinery first then import from petron oversea parent and the last consideration are sourcing from third party refinery like petronas, hengyuan, singapore petroleum and petrol china.

Petron own local refinery due to being old can only supply 50% to 60% of its overall marketing needs thus the company need to import from the parents for its balance requirement.


Posted by Choivo Capital > Feb 11, 2020 9:35 AM | Report Abuse

Untong,

Remember, the refinery is to be honest not worth a damn, most of petronm finished goods are imported to begin with.

If Pengerang comes online, well, petronm can now save money by buying direct from Pengerang, not a bad thing.

Interest rates had come down 25 basis points recently and going to drop another 25% basis points soon, this will favor borrowers like sapura energy instead of the banks.

This is a good positive development.

The net cash of eksons is as high as Rm 0.75 per share and this is not counting its other assets, very difficult to get Rm 0.20, even if the market crash.

Posted by shareinvestor88 > Feb 12, 2020 10:49 PM | Report Abuse

Soon.... 20c

Why suddenly suria surge so much ?
Is it due to rumor of privatization ?

I heard some external party approach the State Government offering to take 51% stake offering about Rm 2.10 per share, anyone know anything about this development ?

I think we should spot this important investment opportunity.

I have followed buy on insas, thanks to the good coverage of sslee and stockraider.

I totally agree to the key highlights of insas mentioned by raider & sslee as below their advice are very good for young people who have limited investment capital, that means capital capital preservation is very important :

Posted by stockraider > Jul 5, 2019 11:29 PM | Report Abuse

That is precisely what wrong with Philip keep looking backward & not forward loh....!!

Insas already now moving up mah...!!
Why leh ??

That is bcos they is catalyst that trigger rerating of insas loh!!

Then this sochai Philip ask why Insas so lowly value loh ??
That means he acknowledge Insas undervalue loh...!!

So if a stock LIKE INSAS which highly undervalue & with catalyst that trigger a rerating,it is obvious safe profit making opportunity mah.!!

Sslee is right to spot this opportunity few months back...and thanks to sslee tips...raider ride on this sure win tips from sslee without need holding that long, bcos the catalyst for rerating is already trigger closer to fruitation loh..!!

It is sure win buy for insas loh...!!

Remember loh...!!
Have faith loh...if u buy something for Rm 0.30 for a value of Rm 1.00 surely this is good investment principle logically loh...!!

Do not believe these conman Philip & 3iii loh...!!

Your good conservative parent always taught u to buy something of value & not to overpay, and Insas is the the margin of safety investment your parent had been teaching u all this while loh...!!

Unless u r very rich and have alot of money to splurge, u must manage your monies conservatively in order to succeed & not overpay like QL Pe 50x buy loh....!!

Kumpulan fima is one of the most defensive investment.
It pays a good dividend of 9 sen.
It has huge landbank and has huge net cash.
This company is well manage and very focus despite being a bumiputra company.
It has paid good dividend for more than 10 years.
This is a potential good stock for privatisation.

Please take a deep look.

The coming sapura energy agm is very interesting, with oil & gas price at reasonable high level, going forward can this company turnaround ?

I think it can because its latest qtr losses had narrowed and most importantly its revenue has improve considerably.

With more than Rm 17 billion order books in hand and with reduce borrowing, i think this company is a very good turnaround investment.

PNB is the biggest investor in this counter, thus this will add confidence and stability to this counter.

I had bought more than 150,000 shares in this counter with an average cost of rm 0.30 and i think it is a good investment.

I highly recommend to you.

Please study this counter carefully.

I am surprise, not many people recognise this wonderful gem except for a few like sslee, stockraider, Fabien and leno.

Insas Nta already Rm 2.54, it is making monies now and has net cash of rm 550m or rm 0.79 per share and trading at low Pe and has positive cashflow.

Its holdings on inari share alone is valued above insas market capitalisation, thus that warrant a strong buy on this counter.

As sslee and stockraider mention that the expiry of insas warrant in feb 2020, will give further support to insas share price, i have collected some insas at rm 0.785 and i hope can make good profit on this stock.

Good luck for all the insas investors and supporters.

Investing in asiapac is long term value investment it need time to reap the harvest.

I read the comment here with interest but let me make a few comment.

1. Scomnet at current price PE 42x is it expensive and investable ?
On the surface it is rather overvalue based on value investment, however i notice the company has been growing very strongly for the past few quarters, thus this may justify higher valuation as a growth stock.

2. Scomnet supply their product to medical device company and these companies trade at average PE of 30x to 60x, perhaps the market like to pay a premium to these type of company for its earnings stability and sustainability.

3. I notice this company cash generation is extremely strong, that means this company is a cash cow and had no borrowing funding its growth.
This should give additional boost to its good rating.

Overall if u view the company growth and cashflow are sustainable, then at PE 42x it is not overvalue .

I think this 3iii sifu is wrong to accuse sifu stockraider on hengyuan, for your information i did follow stockraider buy call at rm 4.50 and i did ride the wave to as high as rm 19.00.

But when the price of Hengyuan start to fall again, i listen to stockraider to cut Hengyuan at Rm 13.00.

I think when circumstances change, sifu stockraider is entitle change his opinion on the share and that the sell call prove to be right and save all us.

Why keep harping his TP Rm 32.00, when Hengyuan did not even hit Rm 25.00 and no investor had bought rm 25.00, thus where is the damage done ?

Lets be fair to stockraider for his good sharing.

I like to express my thanks to stockraider, because of his promotion i manage to buy into sapura and now i am sitting on good profit.

I will ride the wave and hold long term because i believe this is the best way to make most money.

Like stockraider says Sapnrg is not only a turnaround play but also a potential growth stock as well and now the share price is still very attractive.

Talam is still losing money, i will put it in the watchlist because i am impressed with their ability to pare down huge debt and in addition the major shareholder Dato Chan honor his words nowadays.

The share price looks attractive too.
Once ECRL kickoff this low price will go up fast.

Posted by TomHagen > Mar 27, 2019 12:27 PM | Report Abuse

support 3iii
1. KAQ4468
2. Pmaster
3. Moneypedia 2kupang
4. Depeche 30sen



support Tibet Monk
1. paperplane
2. kmwong8711
3. Gasing MLM Team Leader Boss macai
4. freddiehero
5. edikeat
6. TomHagen
7. gohku

I study carefully and make this conclusion.

Yes it makes core operating losses but going forward SAPE is in a very positive position to make money on its next Q1 result.

Don't forget the oil price brent dip below USD 50 between oct 2018 to jan 2019 and now above usd 60 to usd 70, going forward it will lend alot of support to SAPE profitability.

Do worry of short term, if people invest long term , as a value investor, they will find this is a good turnaround play.

I believe what stockraider says on SAPE is right.

Getting it right the pay back is quite lucrative.

Looking at the information given, i think stockraider is right.
SAPE should be a good investment for the long term and with so much good news, it is a no brainer to buy and hold.

I support stockraider, he has helped me to make alot of money in Hengyuan and i believe this can be repeated in SAPE.

I will follow buy .

my selection ;

1. facb 15%
2. sapnrg 15%
3. evergrn 20%
4. cabnet 20%
5 mediac 10%
6 notion 20%

wow..wow...wow...another rm 1.00.
i am rich...i am rich....!!

I will hang on to Rm 20.00 make more.

gohku selection

1. fibon- 20%
2. bjcorp- 20%
3. flb- 20%
4. notion- 20%
5. scomnet- 20%

Thanks sifu general raider.
I follow general raider recommendations on 2 stock beginning of the year;

1. Hengyuan with outstanding performance
2. Bjc with small gain.

Overall my portfolio gain is very high.
Hengyuan has created tremendous wealth for me, beyond my imagination.

Dear demusangking,

Your analogy looks humorous, but if you think hengyuan as genting ahmoing, it is wrong.

I think hengyuan should be a very intelligent, attractive and very high earning wife and getting well respected by the investment community.

You should love your wife and stay loyal, like in your marriage vows, and should be well rewarded with good life.

Do not simply divorce this wonderful wife.
If you think of divorce, just remember are they any better one around ?

I earn amazing alot on hengyuan about 600% todate, should i sell now ?
I think based on many sifu advice like kyy, otb, raider, probability, alex, paper and many others, it is still hang on.

This is because coming q4 about 2 months from now, there will be another record profit. All the sifu is comfortabl withe that current share price, which is still very much undervalue.
I agree with this conclusion, in fact q4 is just another 2 months away and should that be a record profit, the indicative price is between rm 17.00 to rm 22.00.

Good to hang on longer.
Good luck in your investing.
Cheers.

affin is the cheapest bank by book value.
i think long term, it is a very safe buy, they just ex dividend.
just include it in your portfolio.

This could be a buy as price is low.
The negative is weak property market and not so good management.

Everyone wants GO higher price, but the acquirer has strategise to maintain a low offer price in order to cap their outlay.

Since they are prepare to go for a second round, i think those who can afford to hang on for a longer term should stay.
Hovid is still a good stock to invest as mentioned by cimb.

I think if they start another GO the next time about 1 year time, the offer price will be very much higher.

I think the return is much less than the 26.7% mentioned after taking into account of the capital you need to fork out for the rps rights issue, besides the capital investment on the mother Insas.

Overall return is stll much better than klci benchmark.

I have been hunting for good fundamental stock to invest, but cannot find anything comparable to hengyuan fundamental benchmark.
This is after taking into account of hengyuan has gone up 500% since beginning of the year.

I guess it is right, like general raider says the earning of the company has kept in line with share performance or it should rephrase the share price has kept up with the strong eps of the company.

Posted by deMusangking > Dec 17, 2017 11:30 AM | Report Abuse

We, Hengyuanians are blessed in abundance
We are blessed in abundance, because we believe,
The journey to richness is windy, but our faith in Hengyuan won't waver
All that Hengyuan has for us , we will receive

We are blessed in abundance, highly favored in all,
Every time we call on Hengyuan, our call is answered,
No matter what the naysayers say, Hengyuan won't let us fall,
We are blessed , blessed, blessed

kikikikiki

I did spoke to the managing director during AGM, they actually love plantation in msia, they say indonesia very dangerous because regulation can change very fast, but plantation is a long term, thus they are sourcing for malaysia investment instead, despite they know paying a premium.

As for dutaland plantation, i notice it is consider expensive with low yield and old trees, thus short term, it is negative for Bplant but long term it is positive.

The management believe it can enhance the yield over 3 years, they also believe they have synergy because they have another 3k to 4k hectares near dutaland plantation which will give them higher economy of scale.
In addition, they can set up a palmoil mill there, to further increase efficiency by 15% to 20%.
For long term if their plan is implemented this will give them very good return.

Why IOI walkout the deal ? I think they do that because on second thought, they feel it is expensive and furthermore dutaland did not give them a good discount at that time. In regards to Bplant deal, dutaland realize their mistake because of that this time they give discount cheaper than IOI deal.

I believe longterm it is really good for Bplant, but short term no good.

What if the deal call off ?
No impact to Bplant share price because market view the deal is neutral.
Bplant can still sit on their cash and look for other investment.

My hengyuan has done extra well, from beginning of the year rm 2.00 it is now close to rm 13.00 that is more than 500% gain for me.

I thanked probability, raider, pang, alex, aseng, paper, otb , kyy , icon for giving their votes & so much confidence on this stock.

I am confident this stock should advance, like Peter Lynch said, always go for a 10 baggers return, if you have found a good winner, this will mean hengyuan can reached rm 22.00 and beyond.
At current valuation still support it is undervalue.

A stunning 10 baggers will mean, this could be my greatest investment winner for me.

I notice some of people criticise otb on some negative stock pick.
My view is that it is quite normal, when some picks can go haywire, you can never achieve 100% success in your stock selection.

Take for example myself, my stock pick for i3 competition which is out of 5 stock picks , just 1 is doing well, that is hengyuan and the rest of 4 are disappointment, but yet i am number 9 position, out of more than 200 participants.

Just 1 stock outperformance hengyuan cover for my underperformance of the rest of the 4 stock i picked, i believe same applies to otb, he just need achieve a few big outperformance , that is sufficient enough to cover for any setback of anystock with a very good return .

I believe what otb say his return is correct.

I like this information given by Mr Raider, which means this is a good company and management truly focus on long term sustainability of the business.

General raider is a hardworking & savvy investors and yet he is not afraid to share. Tributes to him for being generous.

The dividend will come big, once the capex has been taken care and i think will be soon as the cashflow appear strong.

Congratulation, we have stumble on hengyuan, the next potential nestle.
It has all the positive attributes like growing high good profit, cashflow, relative large NTA and strong honest management.

I suggest hold longer term for good appreciation.

Posted by stockraider > Dec 5, 2017 11:08 PM | Report Abuse

Please please Raider already spoken to the chairman few months back, he say thwy are not interested to do all this bonus & split thing loh...!!

He told me his objective is to run hengyuan well , generate good profit and cashflow at the end of day, everyone will be rewarded with very good dividend payment loh...!!

He prefer to keep the number of share at current level, he told me shell had not increased the number of share & he will do the same loh..!!

This is bcos, he says the china owner is not going to sell any share, thus they do no need to play up the share price mah...!!

If it goes up, due to good performance, growth & etc it is fundamental & he prefer that way loh...!!

So please don waste time to do all those, exciting to share players thing but not contributing to the intrinsic value of hengyuan loh...!!

I THING THIS IS THE BEST LECTURE,RAIDER GOT FROM THE CHINAMAN CHAIRMAN LOH...!!

Posted by Ooi Teik Bee > Dec 5, 2017 10:49 PM | Report Abuse

I had requested Mr Koon to write to the board of directors of Hengyuan to have share split, free warrant and bonus issue like what he proposed to the board of directors of VSI in 2015.

The price of Hengyuan will increase about 10 times in next 2 years like what Mr Koon had done for VSI in 2015.

Below is my proposal.

Since the stock price of Hengyuan is very high or expensive to small investors, I prefer Hengyuan to have share split of 2 for 1 and issue free warrant of 1 for 2.
May be another bonus issue of 1 for 2.

This exercise will speed up the price movement.

I hope Hengyuan in 2017 to be another VSI in 2015.

Thank you.
Ooi

Good look like Hengyuan has recovered from yesterday selloff.
Luckily i did not heed the call of naysayers to sell the last 2 months, i standby with most of the sifu conviction here.

I may have missed a small opportunity of selling hengyuan at higher range of Rm 10.88 to rm 10.98, but i think is all worth it considering that, we are just 1 or 2 day away from the Q3 announcement which is expected to be a record profit by Mr OTB.

We hail General raider for guiding us to victory in hengyuan.
I myself personally indebted to general raider, it is because of him, i manage to buy hengyuan at rm 2.00 and now enjoyed a 400% gain.

No one is as daring as general raider, in time of trouble and against all odds and defy gravity call for a strong buy in hengyuan.

Again i thanks General Raider.
I believe he will lead us to many more battle wins.

Target of Rm 12.00 will be within reach very soon.

Uncle Calvin,

Your comment is very correct, i have been working very hard for a few years and had been saving up regularly,in order to build up my capital.

I had started stock investment, for a few years but my must result had been very erratic. Only after i had read intelligent investors, i did manage to improve my investment skill and this had contributed to a higher investment return.

But this year is my greatest lucky break and a big fat bonus for me, because i manage to follow stockraider, picking Hengyuan at rm 2.00 in the beginning of this year and this investment had yielded me 300% within 9 months.

I can say this gain is my greatest return and i believe this will not be repeated for a long time.

I have to lower my return target to 10% to 15% pa to avoid over expectation and taking high risk.I think the current target return is fairly possible.

My uncle use to tell me that, when you are young you must work very hard to make a good living & must grew your nest egg through savings, which i think his advice is very true.

When we grew older the nest egg will grow bigger, then we can depend on our savings and investment to grow our wealth.

For young people wealth are mainly build up from employment income savings, but with good investment skill, we can accelerate our wealth accumulation faster.

Dear sifu Raider,

Your posting today is very useful, i have learned alot from your advice.

The information you have given on Hengyuan is very useful and you have imparted some very important investment knowledge, that i think, can never learn without your many years of experience in stock investment.

I had read many good investment & trading books,but nothing can compare to the practical approach, you have guided me on analysing, managing and investment in good stocks.

I hope sifu can continue your good work. I am very grateful for your kind effort and wish you the best.

Cheers.

Thank you, sifu raider you have helped me to make more than rm 300,000 or exceed 300% profits, just on hengyuan, one single stock investment.

Without sifu raider strong advice to hold on hengyuan, i could not and dare not to hold long, and could have sold longtime ago.
I really trust sifu raider sincere advice, very much.

The profits i make on this stock is unbelievable, if you consider i have started investment not so long ago.

I wish that i can reward or give a treat to raider and thank him personally , if he is willing to accept my offer.

Posted by musangfoxking > Sep 20, 2017 09:49 PM | Report Abuse

now it is the battle between the good and the bad!! who is good and who is bad, we dont know until the result comes in!!!!!!!

kekekekekekekekekekeek~~~

it is not good or bad.

Anyone can make false accusation, very hard to defend.

Put you in raider shoe, how you will feel , if people simply talk bad about you ?

what is so truthful ?

If you can substantiate your accusation please pose here.

I find raider sifu truthful .

Look at raider comment, is it not the truth backing with figure and facts ?



GENERAL RAIDER COMMENT,

THE BELOW COMMENT BY 3iii ARE FLAWED LOH;

RAIDER REFUTE LOH;
WHY LEH ??
HRC 2ND QTR RESULT CONSIDER GOOD WITH EPS OF RM 0.28 IF U CONSIDER PET DAG EPS ONLY RM 0.25 MAH...!! BUT HRC SHARE PRICE RM 8.00 V PET DAG RM 24.00 LOH...!!

THE OTHER VERY IMPORTANT ELEMENT U NEED TO CONSIDER IS THE HALF YR EPS OF HRC IS RM 1.21 V PET DAG OF ONLY ABOUT RM 0.50 LOH...!!

THE CASHFLOW OF HRC CONFIRM THE QUALITY OF HRC EARNINGS WITH POSITIVE FREE CASHFLOW OF RM 1.44 PER SHARE FOR THE HALF YEAR LOH..!!
IF A COMPANY EARN GOOD PROFIT SUPPORTED BY STRONG CASHFLOW MEANS THE EARNINGS IS OF GOOD QUALITY AS PER WARREN BUFFET SAYS MAH..!1

3iii JUST A SPINNER LOH...IT OBVIOUS HRC BEAT PET DAG IN TERMS OF EARNINGS AND GOING FWD HRC WILL FURTHER OUT PERFORM LOH..!!

IT IS A GOOD OPPORTUNITY TO ACCUMULATE THIS UNDERVALUE STOCK LOH..!!
JUST USE UR BRAIN & THINK MAH...!!

A good stock is not what just Raider say loh...!!
It is back up by fundamental facts & figures loh...!!

General Raider spoken, that HRC at Rm 7.90, it is a very good investable stock...if u disagree, General Raider has no objection, u laydown ur opinion with facts and figure, why u disagree and justify ur arguement loh...!!

Also remember u must give time, for it to perform loh...!!
In the case of HRC....General Raider says HRC share price will fly b4 end of Nov 2017 loh....!!

Hengyuan give me a return of 300%, if sifu raider recommendations on this stock, dishonest and no good, then tell me what is honest and good ?

Sifu raider, had not cheated anybody on Hengyuan, everyone was against this stock, he just persisted and hang on with recommendation .

If people listen, to 3iii, with his negative comment, they would have sold very early.