Decent EPS with PE around 10 times only.

O&G should be valued higher.

It's about focusing on higher end development, low book value for its land at Iskandar compared to market valuation, new CEO for FKP to drive more development in Aust.

A good write up in The Edge.

Could someone share the TA and Chart Analysis on this counter?

Thanks

Recent filing JP Morgan purchased 21.9 million shares

Could this be foreign funds buying?

AS the GE is over and market is more stable, what would be the recommended counters for the next 6 months as some of them may have appreciated substantially?

Pls share & Thanks

kindly send me as well to hsong2000@hotmail.com

many thanks

many thanks. God bless you

pls send me a copy as well hsong2000@hotmail.com

many thanks

AMMB has a target price of RM2.48

There is still plenty of room to go up from current price

could also buy the mother, Muhibbah for cheaper entry point. FAVCO is more than 50% owned by Muhibbah

if the trend continues, then the EPS should be around 11sen with a PE of 12 times. This is low for O&G counter considering the further increase in earning potential.

Regards

ONG HOCK SOON

Pls read weekly Edge. HLIB Analyst report of previous O&G Av PE during the last peak period is 23 times.

If we were to use Pantech current EPS of 10.7 sen then the price should be RM2.46.

You may not have bought during the low period, but there is still money to make.

with the market going up even for those counters without fundamental value, do not worry of stock which is fundamentally strong, money will flow into this counter. It is just a matter of time.

I have seen my counters that I bought earlier like Naim, Kimlun, UOA,Padini that have good fundamentals and highly recommended appreciated much higher than I anticipated.

Pls continue to recommend It is for us to do research and knowing our risk appetite before investing.

Potential for it to go higher after huge losses last year.

Mulpha took up the right issue of FKP Property Aust for A$0.20 and today it is work A$1.41.

This is also a property play besides Iskandar, Mulpha has many properties especially in Aust.

Now that many stocks have way gone up it is worth to hold for medium term and reap the appreciation.

just look at the land reclaimation at Malacca town, which has transformed the reclaimed area into a modern area.The project is still on going. At time goes by, the land will further appreciate as it is able to attract new respectable buildings.

property & construction counters will do well this year. Pls refer to CLSA 2013 predictions

Kim Lun is involved in the right industry and in the right location ie Iskandar & Klang valley.

villas were launched in 2007,2009 & 2010. Profits have been fully recognized earlier.

need not worrty for counters backed by fundamentals and pantech is riding on the O&G wave. Good that major shareholders armed with cash from the sale could convert the iculs to provide the company funds for business expansions

suppposed so the profit to be announced should be ok

which will be the other companies that will benefit from Dayang's contract?

If foreign funds were to be come in a big way then those undervalued stocks will move as they are backed by fundamentals.

Therefore, no worries as downside is limited with plenty of upside as Public Investment Bank values it above RM3.00

Looking forward to obtain contributions from investors on undervalued stocks with high upside.

good to buy before it moves. It must be waiting for the State Govt to be formed, then all the formalities could be put in place.

Hopefully by then the market will still be hot

what is the status of the JB/Singapore MRT linkage JV with KUB?

Average Analyst Target Price is RM2. Has just started to move. Downside limited.

CIMB TARGET AT 1.5+ They may know something from meeting and work out the financials and other things being status quo then the price of 1.5+ should be achieveable.

It may unlock the value of some of its investments as market is more exciting now.

Beneficiary of the O&G bullish trend

This counter is also partly involve in the O&G industry through the crane business and built the Asian Petroleum Hub.

any downside risks?

the directors must be credible otherwise there could be execution risks to the projects in hand.

Thanks

From the valuation angle P/BV below 1.5 times means undervalued while 2.5 times above is over valued. Alam is only 1.25 times while Wah Seong is 1.4 times

Looks like there is still upside potential with contracts to be secured, stable income and low valuation.

This company is in the Forbes 200 Asia Pacific list of companies below 1 billion.

hope this time will increase after long hibernation

Those with CIMB click, kindly share with us the counters.

Thanks

Fundamentally it is still a good counter. However, valuation is no longer cheap now with competition from H&M. Big crowd at Lot 10 yesterday with lot of choices.

Have to wait to see year end shopping whether good or not.

Opportunity to buy when prices dip further.

The last time I bought 6 months ago was at RM1.60 and sold at RM2.23.

Could someone share caunters that have right business model, right management, and right valuation vs price?

Known are Padini & Hartalega.

Sorry it should be SE Johore and not SW Johor

KM Loong has plenty of land along the way from Senai to Desaru. It is also near to the new Oil terminal to be built in SW Johore. Spill over development such as housing estate will move closer to KM Loong land and henceforth the value of its land will appreciate.

This is also the case of Keck Seng.

VOLUME IS COMING