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2012-08-07 23:31 | Report Abuse
Mah Sing’s Earnings Expected To Rise To RM209m
It is estimated that Mah Sing Group will see an anticipated rise in earnings from RM169 million in FY11 to RM209 million in FY12. In a research note, indicated their earnings highlight of RM260 million for FY13 and RM320 million for FY14. The estimation comes along with a three-year earnings compound 24 percent annual growth rate, anchored by in-demand landed residential developments namely, M Residence 1&2 and Southville City. Based on Mah Sing’s current dividend payout policy of 40 percent, AmResearch also expects Mah Sing to pay 11 sen to 15 sen dividend per share for FY12 until FY14, which translates to decent yields of four to six percent.
Significance: Mah Sing’s earnings are very much secured with current RM2.5 billion unbilled sales and this figure is expected to rise to RM3.5 billion in FY13 and to RM4 billion in FY14. If the forecasted figures are realised, this would contribute positively to the eventual earnings stream and figure.
2012-08-07 23:22 | Report Abuse
Is expected, India's largest power outage in the history of the crisis, but may become Mudajaya of the new "opportunity", the supply of coal due to coal companies or as soon as possible with the independent power industry to reach contracts.
2012-08-07 23:07 | Report Abuse
Thanks Vincent Wong on the good sharing.Have a nice trading day's ahead.
2012-08-07 23:06 | Report Abuse
DAIBOCHI branched out into non-food industry packaging business, has started to bear fruit; coupled with its continued focus on product innovation as well as to enter the Australian market, analysts view them as The packaging industry preferred defensive high-dividend stocks.
The study pointed out that the company's earlier implementation of business diversification, the yuan from catering packaging business to rubber gloves and tobacco packaging, has made good progress, and make greater contribution to profit.
Societe Generale said that the company's management is expected to earn pieces of sustainable range of 11-12%.
Even if raw material prices rose, through effective waste management, and higher earn rate product (the use of metallized packaging films) in order to keep earning increase, especially the production of the metal packaging, film, do not have to again pick up the supplier, cost savings from enter the Australian market.
Suggest to continue to invest in the stock, mainly because of the profit with the defensive, if raw material prices fell further push up the 2012 in the second half to earn pieces.
At the same time, the company may successfully enter the Australian market.
6-7% weekly interest rate the company's attractive, the proposed 2 Get 1 Free Bonus Scheme will help to improve the transaction flow.
2012-08-07 22:51 | Report Abuse
PADINI set 3-5 years of overseas expansion blueprint, aimed at the spending power of middle class and the rise of the Southeast Asian market. To keep Malaysia as the premise of R & D center, the management plan, in cooperation with the more experienced local industry, to explore the development of new markets, in order to minimize the risk of the venture.
2012-08-07 22:45 | Report Abuse
CBIP: Bottoming up
After its 30sen (net dividend for FY11) dividend went ex on 15 May, CBIP retraced from as high as RM2.78 (14 May) to a low of RM2.33 (4 June) before recovering at RM2.66 yesterday. There could be further rebound in the near term as indicators are bottoming up.
A breakout above immediate resistance at RM2.70 (mid Bollinger band) will spur prices high towards RM2.80 (upper Bollinger band) and RM2.87. Significant resistance is 5-yr high at RM3.03. Immediate support is RM2.60 (50% FR), followed by RM2.54 (38.2% FR) and RM2.46 (23.6% FR).
Cut loss below RM2.44.
Source: Hong Leong Investment Bank Research - 7 August 2012
2012-08-07 08:04 | Report Abuse
Thanks bro KC,let's me compile all the info before decision make.
2012-08-06 23:42 | Report Abuse
On focus to collect this counter.Any further advice ?
2012-08-06 14:00 | Report Abuse
Thanks Ooi.on your good sharing.
2012-08-06 13:32 | Report Abuse
Pending for the Q2 earning announcement reports.Show good?
2012-08-04 00:00 | Report Abuse
KPJ announced $ 4.9 million ringgit, the remaining 49% stake in the acquisition of Sabah Medical Centre, so that the latter become the company holds 100% stake in wholly-owned sub- company.
Industrial Research is bullish on this acquisition will strengthen the business of East Malaysia. Sabah Medical Centre has 178 beds in private specialist hospital, the hospital ended the fiscal year ended December 31, 2011 net profit of 5.8 million ringgit, accounting for 4.0% of the 2011 financial year net profit. The company's internal funds financing the acquisition plan.
2012-08-03 23:54 | Report Abuse
OLDTOWN due to foreign buying interest emerged, worth soared more than 44 percent in four months, analysts are optimistic about the long-term company fundamentals, but I believe that the stock price a substantial lead fundamentals in the foreign latent countercurrent risk exploration potential, the stock material within a short time limit in the 2013 fiscal year earnings ratio of 13 times.
2012-08-03 13:54 | Report Abuse
I start to collect this counter on morning session trading.Have a good start since monitoring for a few months ago.Thanks all brother on good sharing info.
2012-08-03 08:00 | Report Abuse
Company Name: QL RESOURCES BERHAD
Stock Name: QL
Date Announced: 02/08/2012
Description: Acquisition of new subsidiary namely Merkaya Sdn. Bhd. by QL Farms Sdn. Bhd., a wholly owned subsidiary of QL Resources Berhad ("QL")
2012-08-02 11:33 | Report Abuse
On right direction to RM9.Good signal ahead.Thanks petracot.
2012-08-01 23:10 | Report Abuse
EPF Increases Exposure In KLCC Property
The Employees Provident Fund (EPF) has increased its exposure in KLCC Property Holdings, Specifically, over the past one month, the fund has channeled more than RM10 million to buy over two million shares in the property investment company. While this may not be a significant amount, it could be a sign that the EPF is positive on KLCC Property’s idea on exploring the possibility of a real estate investment (REIT) structure.
2012-08-01 17:46 | Report Abuse
Possible to break record high by tomorrow trading?
2012-08-01 14:10 | Report Abuse
Touch back to RM6.20 above just for 1st session.Cheers
2012-07-31 15:10 | Report Abuse
To those who plan to invest long term on this stock, please wait. it won't rise fast,let's intend to review next QoQ financial performance announcement.Will take time on current consolation and you'll have a better gain of your invest capital.Thanks
2012-07-31 08:15 | Report Abuse
Company Name: PANTECH GROUP HOLDINGS BERHAD
Stock Name: PANTECH
Date Announced: 30/07/2012
Announcement Detail:
Subject: PANTECH - NOTICE OF BOOK CLOSURE
Contents: A Final Single Tier Dividend of 1.30 sen per ordinary share of RM0.20 each in respect of the financial year ended 29 February 2012.
Kindly be advised of the following :
1) The above Company's securities will be traded and quoted [ "Ex - Dividend" ]
as from : [ 3 September 2012 ]
2) The last date of lodgement : [ 5 September 2012 ]
3) Date Payable : [ 19 September 2012 ]
2012-07-31 08:12 | Report Abuse
Company Name: QL RESOURCES BERHAD
Date Announced: 30/07/2012
Announcement Detail:
EX-date: 29/08/2012
Entitlement date: 03/09/2012
Entitlement time: 04:00:00 PM
Entitlement subject: Final Dividend
Entitlement description: Final single tier dividend of 4.5 sen per ordinary share of RM0.25 each
2012-07-31 08:06 | Report Abuse
KPJ's share has seen strong positive momentum in the past few months, which could have been partly due to the spillover effect from IHH Healthcare Bhd's dual listing.On current minor correction possible for the profit taken or swing the intention to invest on IHH.
Expecting KPJ to no longer trade at a discount to its peers, but should fetch the same valuation to its regional peers.
On same words:
Based on past performance record, the management of the company's ability to maintain the growth momentum to maintain revenue growth rates and profitability.
2012-07-30 23:27 | Report Abuse
MSM with attractive dividend yield, excellent income and cash flow, while in the market, no competitors, the prospect of highly promising, but the stock The current stock price fully reflects the value.
2012-07-30 23:24 | Report Abuse
based on five factors optimistic about KPJ, including the Malaysian private health care industry to maintain steady growth, maintaining an aggressive expansion plan to reduce the asset strategy to support the expansion of operations into the elderly care business as well as medical and health tourism is growing.
"Based on past performance record, the management of the company's ability to maintain the growth momentum to maintain revenue growth rates and profitability.
2012-07-30 23:19 | Report Abuse
Doubtful debts during the reorganization, MBSB to attract multi-interested buyers and is expected before year-end, two left over for doubtful debts to be restructuring, the company's goal is to complete the restructuring of the bad debts of about 350 million ringgit before year-end, equal to its doubtful debts net of one-third (2012 first quarter, the Group for doubtful debts of about $ 200 million to 90 million ringgit).
For doubtful debts ratio will fall to 5% or less
Doubtful debts restructuring is completed, doubtful debts ratio will be reduced to 5% or lower, in addition, 8.5% of its doubtful debts ratio from 2011 fourth quarter, improved to 7.3 percent in the first quarter of 2012.
2012-07-30 23:13 | Report Abuse
Asia Media’s Listing Status Transfer Garners High Interest
Asia Media Group, Malaysia’s largest transit TV network operator, has garnered much interest from investors in light of a potential transfer in listing status from the Ace Market to the Main Market.
Significance: The heightened interest is not a new phenomena; last year, shares of Digistar Corporation and Cuscapi were similarly chased on anticipation of their planned transfers to the Main Market. Specifically, such transfers would enable companies to raise fund easier and rope in institutional investors.
2012-07-30 23:01 | Report Abuse
At present, the soil FGV shares in about 5.15 ringgit, securities firms give stock a reasonable price of 5.55 ringgit. However, the ranks of the constituent stocks of the KLCI is expected to squeeze into the rich soil FGV capital market size and market value of, visible only share great potential, I consider investors may consider the bargain-hunting.
FGV is the business arm of the world's largest crude palm oil producers - the Federal Land Development Authority Holdings Limited (Felda Holdings Bhd). Basement to calculate the soil Exhibition of venture capital is also the world's third largest palm oil listed companies.
Listed on the soil FGV has become one of the largest listed companies in Bursa Malaysia 30, is also the region ten planting of listed companies.
As for the prospects of the soil Show Ventures, we will grow the field of rating, followed by the "overweight" to adjust to the market, "but as long as the soil Show Ventures shares in about 10% of the 5.55 ringgit or callback, we recommend investors may wish to consider investing in the stock.
2012-07-30 22:43 | Report Abuse
OUTPERFORM maintained with target price of RM2.70 based on a targeted P/BV of 1.7x over FY13 BV of RM1.60. Our target price of RM2.70 also implies 7.1x and 6.0x to our FY12 and FY13 EPS estimates, respectively. At the current level, the stock offers a potential capital upside of 10%. Together with an additional dividend yield of 3.8%, this brings the potential total return to approximately 14% over the next 12 months. Its ROE of 28.1% remains one of the highest among financial stocks.
2012-07-30 22:37 | Report Abuse
Valuation
Share price has appreciated by 15.4% since our last update. Anticipate it to rise further on improving earnings outlook as the multibillion investments going into the O&G sector would require more pipes, fittings and flanges.
Maintain Pantech as a Buy with RM0.82 target price, using CY13 PER of 9x. It is a good dividend play with an attractive FY13 dividend yield of 8.3%, which will be well supported by FY13 earnings growth potential of 31.1%.
2012-07-29 23:16 | Report Abuse
DRB had partially consolidated Proton’s earnings in 4Q12 after successfully acquired 50.01% stakes of Proton Group on 16 Mar 12. DRB incurred higher net finance expenses in 4Q12 due to loans to complete the acquisition.
Hence, DRB recognized only RM975.1m negative goodwill in the quarter. We expect further goodwill recognition in the next quarterly result as Proton only became wholly owned subsidiary by 15 May 12.
Alntm is that meet your request.Thanks
2012-07-29 22:04 | Report Abuse
If unable break record high by tomorrow.I decided to reduce my hold position to take profit.My target price met on RM2.Still my taste of "single origin"from Oldtown,Ipoh.Cheers
2012-07-29 17:50 | Report Abuse
The horse shares Composite Index bottomed in 2008 at just over 800 points, ended this year July 20, 1643, before and after has risen 100%. Ma shares the KLCI actually experiencing a bull market. Ma shares the KLCI high frequency of innovation, this bull market sustainability or for how long, or just a bear market to come on the eve of a rebound?
The stock market predecessors, if in a strong bull market, investors can be aware of and consider to comply with the City of the "Matthew effect". However, the most important to determine if it falls on a strong bull, Matthew in order to take all advantage of the opportunity.
So-called Matthew effect, it is a term proposed by the famous British sociologist Robert Merton in the 1960s, to summarize a social psychological phenomenon may also apply in the stock market investment. He believes that the poor are getting poorer and the rich are getting richer, wealth, often toward the meaning of the rich to go to.
Matthew's name comes from a fable in the Bible - Matthew. "Whoever has will be added to him, told him to spare; whosoever hath not, even what he has will be taken away."
Strong stock market, is more suitable for hot stocks, led by a strong stock more desirable, on the contrary to avoid weak stocks, unpopular stocks or non-mainstream stocks. Experience and trend of the past bull market, stocks of the strong get stronger and the weak weaker; investors are more afraid to chase the strong stock rose more vulnerable stocks is the performance of the more weak.
Investors, especially retail, I believe has the experience, is to buy stocks that it should play, but it did not, and can not afford anti-fall and be caught. But did not dare to buy stocks has been higher, even after selling the hands of a strong stock, it does not fall but continues to rise, it is regret that lament go treasure.
Wait until the disadvantaged shares you want to compensatory growth, a strong stock to the callback time, but the bull market has come to an end, weak stocks with strong shares can not afford to have declined, the moment approach, is stuck with the opportunity to the contrary, high. A strong stock up after all other shares, or the same field of stocks and may not be with after compensatory growth.
Such as current horse shares one thousand stocks, in fact, the majority of movements or weak and tired, quiet and simply do not touch with a bull market, but the relevant government or blue chip put up instead, may be the reason.
The occasion of a strong bull market trend, in the Matthew effect, the market there is a phenomenon that investors covet cheap unpopular stocks, while taking advantage of bargain-hunting purchased, it may failed with stocks that rose, or even opportunity to compensatory growth, but fell together in a strong stock down.
Which the bull market, investors should have the right investment ideas, good stocks are not cheap, but not good stocks. In a strong market in the stock market, do not be cheap, Ning can be more expensive price to buy a strong good stock.
Its truth is, even in a strong stock to recover high lost, however, its good fundamentals, so that they still make a comeback or Fanben the opportunity, but cheap stocks are cheap low, however, once stuck, it may collapse get nothing. Malaysian shares still is the power of cheap stocks and penny stock investors, especially retail, need to beware of crooks shares.
In fact, the theory is the truth, especially the rich have or have more resources, he has become rich or richer conditions the other hand, the poor but in the case of lack of resources to the poorer, and even finally come to nothing outcome.
Change the situation, large enterprises more likely to become larger, and small business resources are unable to compete and become smaller or even bankruptcy ended. Often small capital companies to rely on large enterprises to support and have a good play and grow. Alone to come to the fore, in reality, it is easier said than done.
Operation with Matthew contrary situation, everyone is familiar with reverse investment operations, Warren Buffett's success; is abandoned as I prefer people who are selling I bought. This may be a strong trend of less desirable, but is vulnerable stock market, the more long-term cumulative investment in the downturn trend is more desirable investment.
Whether homeopathic or reverse operation, when the bull market, the flow go, or a bear moving in the opposite cumulative underestimate shares, investors should do your homework and accurate, reasonable in making investment decisions, the horse stocks bull market a slice.
2012-07-29 15:08 | Report Abuse
Tomorrow will break record high on RM2.05 ? Let's wait and see.
2012-07-28 18:06 | Report Abuse
ECM Libra pointed out that the cement industry's key source of earnings growth increased the cement average selling price.
Since cement is the main construction material, when the Malaysian construction and industrial development projects started, contractors and building materials traders due to the expected cement prices will further increase, which may be the accumulation of inventories of activities that will lead to an average sale of the cement / concrete prices up.
As for another possible push factors of high local cement industry profits, the coal prices, the prices since late 2011 will begin to gradually lower, due to the major coal consuming countries such as the United States, its power generation industry began to be changed from the use of coal-fired power natural gas.
Coal-fired accounted for nearly 30% of the cement factory production costs.
ECM Libra Research Lafajima cement (LMCEMNT, 3794 Main Board industrial products group), the highest share of the domestic cement market, about 40 percent, followed by YTL Cement accounted for 29 percent, the cement industry accounts for about 17% accounted for approximately 10% of and boulder cement (TASEK, 4448, industrial products group). Therefore, once the cement price hike, Lafajima cement is expected to become the main beneficiaries.
2012-07-28 17:56 | Report Abuse
Current P/E Ratio 10.8622
Estimated P/E (12/2012) 10.3226
Earnings Per Share (MYR) (ttm) 0.2946
Est. EPS (MYR) (12/2012) 0.3100
Est. PEG Ratio 0.6372
Enterprise Value (M MYR) 269.60
Price/Book (mrq) 1.6997
Price/Sale (ttm) 0.8347
Dividend Indicated Gross Yield 5.1563
My opinion is buying during weakness or downtrend.
2012-07-27 20:42 | Report Abuse
Daibochi Raises Its Dividend Policy
Daibochi Plastic and Packaging Industry (Daibochi), leading flexible packaging solutions provider reflected a net profit increase of 28.4 percent to RM6.4 million for 2Q12 as compared to the RM5 million in 2Q11. In a statement released, Daibochi said that the decision to raise the group’s dividend policy to distribute no less than 60 percent of its net profit to shareholders has been agreed by its board of directors. The dividend payout, amounting to some RM4.6 million represents 62.7 percent of net profit, which will be paid out to shareholders on 7 September. The new dividend policy will take effect from the second quarter onwards.
Significance: The shift in Daibochi’s dividend policy could likely attract new investors who are looking for stocks with attractive dividend payouts. Further potential capital gains in the stock and the increased dividends received spells good news for current shareholders of Daibochi as well.
2012-07-27 20:28 | Report Abuse
Generous dividend payout. Pantech has declared a 1.0 sen special interim dividend for the quarter under
review, in line with our view that the company may continue to pay generous dividends to the shareholders.
To recap our last report’s details, Pantech’s dividend payout ratio was more than 40% in both FY12 and FY13
and we believe the company will continue its dividend policy.
Maintain BUY. We continue to like Pantech for its sound and solid business model, gradual operational
improvement as well as decent dividend payouts. Furthermore, recent offshore oil and gas discoveries and
ongoing oil and gas investments under the Economic Transformation Programme (ETP) announced by the
Malaysian government is expected to intensify capital investment in the O&G sector. With that, we believe
that Pantech’s profit visibility will remain positive and thus, reiterate our BUY recommendation with a FV of
RM0.72, derived from an unchanged 6x FY13 PE.
2012-07-27 12:29 | Report Abuse
I onging to collect more now since hold it pass 2 years time.
2012-07-27 12:19 | Report Abuse
Jom.Order for me still'single origin'kopi kau kau.Cheers
2012-07-27 11:51 | Report Abuse
Touch back to RM2.00 in 2 days time.Cheers
2012-07-27 10:31 | Report Abuse
Think to accumulate on current stage price.Have a nice trading day's ahead.
2012-07-26 23:28 | Report Abuse
DAIBOCI quarterly report this year Jie, net profit rose 28 percent year-on-year to 6.4 million ringgit, and increase the dividend policy to profit attributable to 60%.
As of the end of June this year, the turnover of resistance Muzhi micro slip 3.6 percent to 70.576 million ringgit net profit rose 28 percent to 6.387 million ringgit, and earnings per share reported a 8.47 cents.
This year the company's turnover in the first six months of year-on-year declined slightly by 1.08 percent to 100 million 3933 Million 5000 ringgit net profit rose 19 percent to 11.5 million ringgit.
The company noted that the results report a success, mainly due to strong demand for packaging, and enhance the company's sales Erzhi.
2012-07-26 23:24 | Report Abuse
TASEK 2012 fiscal second quarter of 100 million (as of June 30) net profit fell 4.47% to 23.13 million ringgit; turnover was up by 0.11%, 39.72 million ringgit. The first half net profit edged up 0.86 percent to 48.02 million ringgit. Turnover at 9.18 percent increase, reaching 200 million to 90.35 million ringgit. The boulder agency announced interim dividend per share paid on 30%, and ex-dividend on August 7.
2012-07-26 20:36 | Report Abuse
Money is a very personal thing, and others difficult to make decisions for you.Money to rely on themselves to do their homework.
2012-07-26 19:46 | Report Abuse
MBSB may rally further after holding above the broken resistance of RM2.40 very well in the past week. A position can be initiated on a close above RM2.40, with a close below as a stop-loss. The price targets are RM2.70 and RM2.90. The stock may likely correct if it fails to stay above RM2.40 and supports are at RM2.20 and RM2.00.
2012-07-25 23:00 | Report Abuse
Suggest to accumulate on current stage of weakness.Have a nice trading day's ahead.Thanks
Stock: [TM]: TELEKOM MALAYSIA BHD
2012-08-07 23:38 | Report Abuse
The current technical rebound is likely to retest the previous high of 6.00 on after capital repayment.Keep it up....