Yea your absolutely right bro assam about the March impact which you have mentioned earlier before the last quarter report. Too bad I didn't sustain it due to lack of confident on its quarter report that time and took profit out from it. Thanks for the insight. I have interest to lock back in if it goes further down from the current correction.
Btw bro assam you still have interest in Latitude?

bro assam any insight to share on MKH ? Long time did not hear you comment about this counter.

bro zoomboom which one you are holding now? The competition is very intense among the top 4 and some new gloves coy rise up from Vietnam which contributes an over supply at the moment. Do not buy first at the moment. The market is very slow lately from what I heard from the industry. Now is wintering season for latex and the prices are usually higher during wintering season. Wintering season normally falls from Feb to May and you will see prices moving back lower after the wintering season. Is good to let this 3 months reduce on production to align back with the global demand. So don't expect significant results for the first quarter of the year for most gloves counter.

I agree with you chrollo , Dsonic is under shark tents now. The CA really spoil it.

Sharing some CBIP info here if anyone has bought this share. CBIP has been awarded contract by Sime darby for a 30tonne mill at Liberia. This contract will boost CBIP total unbilled orders under the engineering division to RM 524M or 1.65x of the division's turnover in FY2013. As per mention by Chinesetea earlier CBIP is a good counter. Watch it closely.

chinesetea, u mean MKH will fall to 3.48? 4.48 or 3.48?

yea good strategy each day one good news follow by another and each time bigger and bigger projects to be announce. Im sure once it announces on getting back the Mykad contract it will secure many investors faith with it. At least it shows its influence and still monopolizing and maintaining the govt projects while growing from overseas projects as well.

Chinesetea, MKH is having some nice correction, whats your outlook on this? I'm planning to top up some. Thanks bro.

hosei, to be frank with you if the MYkad contract cant be continue, I do not have much confident with it anymore. Mykad and immigration passport are all govt projects, if one have been slashed off, sooner will be following by the rest. That's the reason why Iris is eyeing it for. Dsonic have to secure back the Mykad contract for continuous govt project inflow. Solely my personal opinion and invest at your own risk.

Strong support at RM 3.60 as major purchases by directors are at this range. Friday devasting deep slump hit below supporting but able to move back upwards at RM 3.60++ support level.Is good that Dsonic went thru a healthy correction and derived close to RHB TP. This counter will definitely move higher once good news announced and follow by a revised TP from RHB to support. Buy in when the price is stable. An upward trend will flow back once Bursa approved the bonus issue and the successfully renewal on the MYkad contract. Good luck to all and invest at your own risk.

The Penang project worth RM 5m split over 6 years announce from Dsonic is not really attractive enough to recover ytd dip but hope it can make some rebound on Monday. After such dips, the mgt should release more good news to boost back investors faith if they have secure more projects.

Bro assam do you think they might have fail to secure back the contract? Is a set up if the directors bought in massively at RM 3.60++ and push the price all up to 4.85 and slam down. I already took profit and going sideline now but will buy in if things settle down. Anyhow bros, this are beyond our control, we are just tiny investors, those big shots can easily push up and down, so don't blame yourself or whoever. Lets get over this and continue to look for undervalue good counters and in the meantime see how Dsonic goes or any further news.

Optimus, sorry I still feel chinesetea is far better then you. You know why , thanks to his stock recommendation I still make good gains , further don't think all of us will throw all our capitals to just one Dsonic. I don't see what is good on you but just a trash talker.
Bro Chinesetea to be honest I sincerely thank you and even today slump I still making paper gain from dsonic don't talk about other counters like MKH and Eco world, Karex, Presbhd, OCK. Let this low life optimus syok sendiri. ^^

Sorry bro I lost patient with such idiots. hehe

Come on optimus , I wonder how old are you , be more mature k. We are adults enough to think and to buy on our own. Chinesetea is just expressing his opinion and trying to help. U seems damn fking smart , why don't you tell us what stock you choose bro? Come out with the list of stocks your holding. Talk trash no use de, after all is not your money so why you care so much. You got nothing much to do is it? Go get a life. If your fking good you wont be talking trash here. Is just one Dsonic and why don't you look at other portfolios chinesetea is holding, Get a life man and stop bugging this thread if your not one of us.

haha ktan I love your comment. " is it putin again" haha

optimus8 don't worry so much is my money , my fren ^^.

Frankly speaking is sad to see the profit pulls down but I still holding it and have faith with it unless I saw its fundamental change. Stocks are meant to rise and fall based on news and as long as not market crash or fundamental changes significantly it will be fine. But do take note on its contract renewal on mykad. We have to be realistic if it really fails to secure it back, it might have a tremendous impact. That's the only thing i'm worry about.

Fundamental did not change is just too many negative views with it this week. Dsonic mgt should come out some clarification or some good news to stabilized it. Many are worries about its renewal Mykad contract. I was trying to find out what the causes of a sudden deep plunge this morning and mainly related to a chartist who commends a possibility of dsonic moving towards a designated stock.
Designated stocks are only meant to be bought by cash and no contra is allow. This is to reduce speculation.

optimus 8 , on list.

The reason of the dive of today dsonic. http://www.thesundaily.my/news/1006872

Optimus I can bet your portfolio sucks is just a deep dive on dsonic whereas I can assure you we are still gaining profit from dsonic. You can save your breathe here and go somewhere else to derive your happiness on seeing other ppl gets harm. This thread was meant to help others to make some passive income and most of us here in this thread takes responsibility on our own action. I personally see nothing wrong with Dsonic financials and I have 100% confident with UncleZ and chinesetea and assamlaksa as well. I did not buy it blindly but I have the same thought as them. You can get your ass somewhere else to promote your happiness on irritating others. You are failure seriously, repent before is too late for you my fren. Good luck to you.

optimus8 wht do you get for laughing at ppl. Get a life man. FYI most dsonic holders here are obtaining far below 3 and we still making gains and still holding it. This thread doesn't welcome you.

Scable financial doesn't convince me at this moment. =[

Oh one more thing about Glysys, it is also a low free float counter I love such. When such counter push you will really see $ coming in. Example of low free float counter, Dsonic, Ecoworld. But do careful as well when it falls and don't get too panic out as long as fundamentally didn't change. Just that some directors want to buy in at lower price. Before the push, on 27th there is a large shares top up by existing shareholders , so no doubt its on an uptrend now. Good luck.

Christine, ghlsys seems is on an uptrend so did you manage to make some gain on it?
PE is quite high at 30 well if in such software industry I would not deem is too high as we are having over 40PE and still looks good to me.

It's revenue is quite stable for the past 5 yrs ranging at 60m++ per annum and started to break out from its losses position in year 2012. This add points to it for having a continuous two years profit.

When I look at its cashflow, I notice the company is heavily spending on its capital expenditure. You need to find out why, well it might be a good thing and normally I presume this would be expansion but take note that too heavy spending on CAPEX will reduce significantly on its cashflow position and hence dividend payout will be low and this might reduce the attraction on investors.

Besides heavy spending on its Capex another concern area to me is on its forex losses. You have to take note on this especially when it comes to the next quarterly results and find out which country is its main source of business. It seems that it trades in a few SEA country like philipines, Thailand, Malaysia, China and Australia as well. Have to watch over its business performance in Thailand and Philipines. Political structure and natural disaster.

Fundamentally not bad, low in gearing , consistent revenue on a yoy basis just need to watch out on its cashflow and need to know why they are spending so heavily on capital expenditure. Is it for expansion or for some other purposes. That would be good for future prospect.

For such price if compare to OCK I would select OCK.

Anyhow invest at your own risk is just my personal review on this company. ^^

Many has been flush out ytd. Patience & perseverance pays.

what counters you are holding now Christine? yea we share our ideas over here and discuss over it so we could help one and another to make good returns. I'm not being exaggerated, so far whoever in this trend earlier is definitely making profit above 40% in the first quarter of 2014. We want serious discussion and not trash talking like other threads. You will learn a lot from Chinesetea & assamlaksa. BTW we are great followers of UncleZ our respectable Sifu. Share out your counters if you wish to. Hope all of us here can prosper together.

Morning Christine and welcome on board of this value investing thread.

kkpan13113 you didn't buy it that day? aww miss it nvm you still can try today. Good luck bro.

Joel is the secured contract news reliable? It make senses somehow on the reason of directors and major key personnel kept topping up more shares.

kukuman u know uncleZ in real?

Alfarabi congrats. Fundamental didn't change , new projects grab on hand , factory expanded for projects , why you sell? Coz of one informal announcement from Bursa which is just following its SOP and you sell?

Thanks Bursa for giving out a discounted card for me to top up more. Flush off all those speculators.

Well said bro Chinesetea. Those who are shaken don't forget what uncleZ had advised, do not kill the goose that lay golden eggs. Fundamentally didn't change but with rapid awesome quarter growth, expansion on factory to cater new projects and massive share top ups from directors. Close similar industry having over 40 PE for long still sustaining so what's the issue with Dsonic which is monopolizing its core business on having a high PE? Bursa is just doing its job by following its SOP nothing much to be afraid of if you are knowing what you are buying for. I treat that announcement as an informal UMA.

Buy at your own risk and good luck to all bros. Be positive bro chrollo. I believe too bro chinesetea is uncleZ haha..We have spotted it very early right bro chrollo hahaha. Anyhow both also is a good man whom never fail to share for others.

Well said bro Chinesetea. Those who are shaken don't forget what uncleZ had advised, do not kill the goose that lay golden eggs. Fundamentally didn't change but with rapid awesome quarter growth, expansion on factory to cater new projects and massive share top ups from directors. Close similar industry having over 40 PE for long still sustaining so what's the issue with Dsonic which is monopolizing its core business on having a high PE? Bursa is just doing its job by following its SOP nothing much to be afraid of if you are knowing what you are buying for. I treat that announcement as an informal UMA.

Buy at your own risk and good luck to all.

Well said bro chinesetea.

cuti-cuti, I was once holding a stretch of portfolios close to 10 and found that my returns was not satisfactory as I have make it too diluted on my capitals. Like wise I filter it down to less then 5 and found that my returns improve greatly. If you have mass bullets you can go more then it but if you have limited bullets, you may consider to focus on a few good ones to maximize ur return. Just my own opinion and since you are in this chatroom, we will share out our experience with you. Good luck bro.

Cuti-cuti, TA can lie to you sometimes but FA will not lie to you. If the counters are fundamentally good, you will get profit from it. Business is lively and will definitely faces the trend of ups and down, ride on when the wind is blowing. This forum was set up specially to discuss good fundamental counters and so far it didn't fail. The market is in bull and if you ride on a steroid one like Dsonic, MKH, Ecoworld, Presbhd, OCK, you are there. Those who earlier in this forum I can say mostly make over 40% of return minimum in just the first quarter of the year. Important is can sleep soundly need not worry much. Credits goes to UncleZ , Chinesetea, assamlaksa & tewnama. Specially thanks to UncleZ, a good man whom never fail to share especially in such current situation where life is difficult for manys.

hahah like the word semut semut lolx

UncleZ mean it when he says the party has just begun. Sit tight see this 3 stocks shoot up ....Grtz to all who manage to follow closely on this forum. All should be making lots of money. Grtz all bros. Don't forget to thank you our Grandmaster UncleZ for his great sharing and his help for continuing telling us to be patient and perseverance. Thanks to bro Chinesetea & bro assamlaksa as well for their great information sharing and continuance support. One counter up is good , 2 counter is awesome and 3 counter up is no joke. Grtz to all bros. Huat ah!!!!!!

kk[an13113 I hope you bought in on time this morning before presbhd moves up today. New high.

Grtz to all bros whom is holding tight tight on Dsonic, Presbhd and OCK. Huat ahhhhhhhhhhh.

kkpan13113 go for Presbhd as its potential upside is more. Kossan is an old stock which currently all the gloves sectors are facing market oversupply resulted from the intense competition among the gloves manufacturers such as Hartalega, Top Glove, Kossan and Supermax.
Presbhd is moving towards a split and grabbing some new projects from Rapid and is a good time to buy after this few days of correction. Kossan is an old solid counters and if you have longer term views you can invest and definitely better then you store in your FD. Both counters are fundamentally strong and good for longer terms. My 2 cents, invest at your own risk.

Darling stock moving again ^^ another 40cents jump today? haha

Did anyone bought Dsonic-CA today? I was watching it from 0.19 move till 0.27 without doing anything hahah. I wonder whether am I stupid or smart but somehow I knew if I touch it I will get addicted an somehow one day if luck is not on my side, I will lose heavily from such speculation. No difference with gambling. You win today in genting the next trip u will even lose more. Exp before? Stay value investing bah. Im happy with Dsonic mother performance today.

Yes bro changlko3, do not keep moving in and out. As per mentioned by Unclez on one of his blog, if today you sell it , you will continue to chase it higher if you see it kept rising. Is normal coz is human nature so have to really learn to be patient and perseverance. Over here bro tewnama is one of the most patient ones and he has been gaining a lot from Dsonic , Presbhd and OCK. You ask him he will never sell and only sell when it reaches his target. He is the real champ.
I learn a lesson from MKH when I bought it at RM 2.90+ and sell it at RM 3.80 when it goes sideline. Look at how much is it now. I cant even chase it back now just cursing myself why I lost my patient with it. My sharing on this bro.

bro chalglk03 you are most welcome and I'm sure you will learn a lot from bro asssam and bro Chinesetea over here. Both of them are very experience and very good on their analytical skill and on their research. Do share out your ideas or any potential counter you might have heard or come across so we can debate it over here. We go for good value counters, warn each other just for one purpose to make sure all of us here in this forum will make good money from the market and prosperous together. Life is hard nowdays, everything is going up and passive income is important for us to stay in good shape. So we have to make sure we don't lose money from here.

Bro chrollo I know you at the same time I knew Bro assam & bro chinesetea. I know your are young and fiery but don't jump over to something which might cause you in big trouble for example playing it with contra. Such CA if fall it can fall drastically and you dont even have time to sell it on time. Just becareful. If you have spare bullets and u wish for a windfall you may go ahead. I really hope all of us here in this forum can make good money and not get burn. That's why we are sticking close to each other and sharing out ideas. I might be wrong and this CA might turn into wonders or great windfall gain but somehow manage risk is important. Risk management is very important and don't get caught off guarded from it. That's the difference between value investing and speculating.

Bro Chrollo I have the same feeling as u too as I saw it raise from 0.17 to 0.225 without doing anything. Somehow bro is a risk as we know clearly this CA is extremely expensive. Is a mindset challenge and greed as well. Now u see it gain but have u ask yourself what would happen if instead of 0.225 it falls to 0.12? You will lose ur pants out of it. I felt is more putting yourself on a gambling table with it. Anyhow is based on how you look at it I do agree as well high risk high gain but make sure you set aside some of it and prepare to lose and never ever play it with contra or margin. Good luck bro.

Nice push from Karex after split ^^. Did anyone of you beside old timer here have Karex? IF not worth to put it on your radar coz its the world largest condom manufacturer and good Fundamental counter. If u use Durex before or commonly saw in any pharmacy or 7 eleven counters, it is one of its contracted manufacture product. So Changlk03 u can watch on this counter as well but I felt is good enough u have Dsonic, Presbhd and OCK on your list.