Oh yeah Shinado. Bought and sold twice already. No brainer. 5 years double digit ROE. 5 years continuous growth. No debt. Very safe company to play russian roulette.

Anyone know when third quarter result will be out? It should push up the stock further

Revenue, profit, eps and ROE has been dropping consistently over the years. Mind to share what is so attractive about this ?

Price is just slightly over intrinsic value today. Discount coming soon.

Wait for China market to crash again. You know what they say, third time is the charm.

http://www.businessinsider.my/chinas-stock-crash-make-beijings-biggest-challenge-even-harder-2015-7/#qxLVGz4oH1pLS5Dw.97

short term or long term, this counter has THE fundamentals.. What analysis are you refering to?

last two days gain covered loss on the 25th. It is likely to trend higher tomorrow.

made 16% on this stock couple weeks ago and ~5% on paper in two days. Not a bad day. I loved it when Mr Market reacts crazily on good fundamental stock.

Again a very impressive quarter. Monitoring this account is pretty easy. Look out for bird flu outbreak and chicken food price. Egg is still the cheapest protein we got out there.

Time to go in =)

candlestick don't lie. Wait and see on Monday. It may drop further before consolidation.

Looks like it will drop further on Monday. Selling pressure.

decent company, but not good or safe enough.

sold mine @ 0.45

Anyone know roughly when the quarterly result will be out?

“This imaginary person out there -- Mr. Market -- he's kind of a drunken psycho. Some days he gets very enthused, some days he gets very depressed. And when he get really enthused, you sell to him and if he gets depressed you buy from him. "

Did further study. Company has a gearing ratio of only 3%, which is very safe. As of April, the revenue is already close to 18 million, achieving more than half of Rm31 million FY2014. If this goes on track, it would be another year of increased revenue and profit. Average ROE over the last ten years is 16-17%.

News popped up in TheStar, people rushed in to buy. Very good 2014 though, took them years to reach this level...

Havent had the chance to buy today it has already gone up 7%!

Discovered this company lately. Double digits ROE for the last five years, increasing trend of total revenue and net profit for the last five years, a rare find for a Malaysia IT manufacturer. I have to say not bad for a company who has 14 countries distributing their products.

Shinoda we are the early birds

erkongseng 兄 i bought at 90 cents about half a year ago =)

Queued at 2.16 =)

Anyone knows when the 3rd quarter result will be out?

Thanks erkongseng for providing such a good feedback from the company

sell more please

Total directors'pay = 50% of net profit.. hmmm...

Have you guys gotten the dividend? I didn't get mine.

clap* clap*

Just a matter of time before it fires up

dragonfruits, please substantiate your claim by some solid reasons, facts and numbers.

speakup, you have a rather interesting support for Daya. How much Daya is worth in long term?

happy day!

Asking friend, remisier is not really homework la kukumanis. I look at business model, numbers and facts.

I been watching this stock but i have no knowledge in the IT field. The financial looks good at 1st glance. What is this firm core competency? What they have others don't?

Anybody care to share?

greddym3

1) Can you share your valuation on LTKM? What is the single driver you like the most in LTKM?

2) You cant or you won't invest?

Going through the AR2013 briefly, i feel that LTKM does not have a clear sense of expansion goals in poultry segment. I couldn't tell much on their operation. Having said that, it is a less riskier company with low gearing. Too overbought though.

leon7 can you share the content of the file?

Yeah!

http://klse.i3investor.com/blogs/kianweiaritcles/55894.jsp

@spy008,just sharing. You are right, correction @ 1.74%.

of course, market are filled with chartist and speculators who understand little or trying to understand value but wants to short sell based on buy and sell spread and make profit overnight.

Wong, if your figure is correct, is it fair for me to say that that is a guaranteed additional revenue of RM35 million revenue for year 2014 onwards? From the annual report it stated that there is minimum annual charter of 100 days for this contract, which mean there is still another 260 days which Daya could lease out its SD1 and SD2 to either technip or other players.

http://www.theedgemalaysia.com/in-the-edge-financial-daily-today/276843-daya-materials-technical-services-business-to-be-more-profitable.html

http://klse.i3investor.com/blogs/hleresearch/47861.jsp

http://www.bursamarketplace.com/index.php?ch=ch_brokers_722&pg=pg_researchreports_722&ac=2261

http://dayagroup.com.my/wp-content/uploads/2014/05/Daya-Non-Rated-20140508-HLIB-copy.pdf

http://dayagroup.com.my/wp-content/uploads/2014/03/SKMBT_C36014031709000.pdf

All indications above are positive ( although sometimes they have hidden agenda) and Daya's account book recovered until Mazlin's resigned as CEO, which triggered what we know as panic selling and butterfly effect.

For some reason, I personally think that Mazlin's resignation was as well-publicized as all other Daya's related news. We would never know what Mazlin is up to, until he took the next job, well speculated to be in Reach Energy, which Daya also has a stake in it. Whatever businesses this company get, Daya would get 7% of the profit.

http://www.reuters.com/article/2014/05/12/malaysia-reach-energy-ipo-idUSL3N0NY4JR20140512

If you trace the company announcement well, he has been transferring the shares to his brothers as early as back in 2012 when the company was profitable. Perhaps he really has been paving the way for succession planning without trying to alarm the investor too much. If i am the main shareholder i would probably be doing the same thing, if i forsee that i would be leaving in a few years.

http://www.theedgemalaysia.com/business-news/297663-highlight-dayas-ex-ceo-says-business-direction-stays.html

But then, if i am the biggest shareholder in the company why would i chose to resign as CEO a quarter after the company recovered from the worst losses in the history of 7 years? Would'nt my action would pushed down the share price further? Could this be because Reach Energy? Mind you Reach Energy is helmed by Shahrul Hamind Mohd Ismail is also director of Daya Maxflo Sdn Bhd, a subsidiary of Daya.

https://www.google.com.my/search?q=Shahul+Hamid+Mohd+Ismail&oq=Shahul+Hamid+Mohd+Ismail&aqs=chrome..69i57.402j0j4&sourceid=chrome&es_sm=122&ie=UTF-8

If i am Mazlin, i'd use my fund to subscribe to Reach Energy. Although this would push down share price of Daya but the IPO would make me richer by many folds. Needless to say he still can gain from both Daya and Reach energy when the news broke out that he is joining RE. Mind you RE would be needing Daya's expertise and would subcontract to them. Maybe this is the reason why Mazlin said next company would be Kaya, not Daya. Its a win-win situation for Mazlin.

http://www.reuters.com/article/2014/05/12/malaysia-reach-energy-ipo-idUSL3N0NY4JR20140512

Just my two cents. I am pulling all the dots together. Would you sell or collect Daya? You be the judge.

Dragonfruits, a lot of people here actually commenting with a certain degrees of bias. Based on their postings you can see they are recommending to buy a competitor company in the same industry while asking others to sell others. At the end of the day, you don't know us and its best you do some homework and study on intelligent investor notes, if you wish to invest and not speculate. If you have to ask for advice you would need to ask on the facts or numbers which support the recommendation to buy or sell. Good luck!

Intelligent investor, can i have a link to that?

Tsmart not sure if you really know how to read Annual report. if you go to page 144, Shareholders no 5.

HSBC Nominees (Asing) Sdn Bhd
- Exempt An for JP Morgan Chase Bank, National Association (Norges BK)
36,717,300 or 2.64%

Whoops here comes the fun part....

ryan7642 he dumped stock in order to become non-exe. If he continue to do this to Daya, a lot of people wouldnt dare to invest in Reach Energy or wherever he joined. His reputation will be at stake. his Kaya speech shall become kaya spread...

I think its better Mazlin was out. From the way he talked there was an arrogance in his Kaya speech. That's not the value i look for in a management, needless to say in a CEO. It only shows that he is all for himself and not the shareholders.

Super high gearing ratio, little cash on hand. Bad quality earning. Simply overvalued.

They have been integrating upward to minimize their cost. The group has also identified and stated clearly what they could do further to minimize the cost in the annual report. To me, It shows clear sense of goals and directions therefore a pretty good management team.

But having said that i do agree they are paid quite high between the familia. Its a family business anyway.

Shinado, it depends but we have to be realistic. Teoseng has a good growth prospect considering their capex ratio is 90+%. I like to go the more conservative way. Warren buffet buys a stock considering the market would be closed for the next 5 years. Assuming if there is no growth for the next 5 years, what would be your IV?

Hi Shinado, i am forecasting based on discounted earnings, with the assumption that teoseng will grow 3% per year for the next ten years. Whats your figure?