Mr Tan

BCB just ex dividend from 16 Jan, 3 sen single tier. Thank you.

Insas has corporate exercise on rights etc. Will advise you when rights is traded.

http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp

Hi Camel, please follow the link and read about about Tan KW.

http://klse.i3investor.com/blogs/kcchongnz/66908.jsp

Tafi still has not moved. Why ??

My ideal stock choices. I am looking at holding of at least 12 months.


MrTan, please add me in. My choices are :
20 % each on a.SKPetro b. Gadang c. BCB d. Amcorp e. Insas

Thank you.

Reasons for picking SKPetro/Gadang/AmCorp/BCB/Insas.

SKPetro : Since we are on Buy and Hold strategy, oil price should rebound in the 2nd half 2015 and SKPetro should rebound ,too. Has very high order book in hand. Likely will lead the O & G rebound in 2nd half 2015.

Gadang : Order book >1.3b, well diversified. Construction activities should pick up this year. Low PE 7.3X.

AmCorp : Many projects in UK, will benefit from weak RM. Pays reasonable dividends.

BCB : High GDV for smallish property company > 4 billion. HomeTree 1.8b ; Bandar Putera Indah, Batu Pahat ( with HSR to Singapore having a station here ) 1.1b ; Concerto 560mil and Park Residence@Medini 1.2b ( small units of about rm400k each). Market cap only about 200 mil. Net TA about rm 400 mil.

Insas : Inari will be main catalyst. Its valuation alone 80% plus that of Insas market capitalisation. Some investment in UK as well. Grossly undervalued, i believe.
Create Your Own Portfolio?

Reasons for picking SKPetro/Gadang/AmCorp/BCB/Insas.

SKPetro : Since we are on Buy and Hold strategy, oil price should rebound in the 2nd half 2015 and SKPetro should rebound ,too. Has very high order book in hand. Likely will lead the O & G rebound in 2nd half 2015.

Gadang : Order book >1.3b, well diversified. Construction activities should pick up this year. Low PE 7.3X.

AmCorp : Many projects in UK, will benefit from weak RM. Pays reasonable dividends.

BCB : High GDV for smallish property company > 4 billion. HomeTree 1.8b ; Bandar Putera Indah, Batu Pahat ( with HSR to Singapore having a station here ) 1.1b ; Concerto 560mil and Park Residence@Medini 1.2b ( small units of about rm400k each). Market cap only about 200 mil. Net TA about rm 400 mil.

Insas : Inari will be main catalyst. Its valuation alone 80% plus that of Insas market capitalisation. Some investment in UK as well. Grossly undervalued, i believe.

MrTan, please add me in. My choices are :

20 % each on a.SKPetro b. Gadang c. BCB d. Amcorp e. Insas

Thank you.

I think should not ignore TAFI as CEO said rm 14 million will be spent to expand production capacity. Seems big orders in hand.

I think should not ignore TAFI as CEO said rm 14 million will be spent to expand production capacity. Seems big orders in hand.

Camel, keep cash , hold existing stock and average lower? Or sell all? Kindly advise .

how to average, no seller

Camel, kindly help on TA outlook, stucked at 1.15 , greedy didnt sell but still plan for 12 months hold. Should average ?

How much lower will it go , considering that there is the 90% cash back in 18 months ?

3rd quarter results made 1.9 million , cash in bank now 21.2 million ie 26.5 sen per share. Market price 53.5 sen. Profit from sale of land.

Price now stabilized. Hopefully, will start trending up again.

Better to evaluate decision to buy or not on the basis that the deal is off.

Good results, just announced> as good as last quarter. Expect same dividend this year ?

Now that all news are out, what is next ?? Ball at Salamandar's court ?

Today announced 3 sen dividend. Not bad. 2.4 % over 1.24, with possible capital gain. Been chasing Sona up and down, panting and punting without any certainty.

Please, please....if one continues to have a bear view or bull view or any view for so many years, eventually you will be right.

I thought substantial shareholder ( 20+ %) of Salamandar agreed to deal with Ophir, and now deal is subject to other shareholders's decision ? Why is the price moving as if the deal at Salamandar's end is approved ??? Sona should issue statement to state present legal status of the deal. Confused ! How to react ?

Even if Salamandar no deal, it's not the end. They still have almost 2 years and there is still the 90% refund if still no deal by end of 3 years.

What are their major projects in London, completion date? Thanks.

Latest results is considered good, the question is whether it is sustainable and whether company is venturing into more profitable business ventures. Cost was a big issue.

May I know what has LRT got to do with SMRT ?

Daily volume a few hundred thousand shares, price stable around 37 to 38 sen. Thinking of adding and hold until 2015 for more news on patent cliff, which has been very very quiet lately. No talk about the company plans to take advantage of this. Maybe more info at the AGM.

Jesselton project only starting early next year. .? SBC still have strong GDV from Kiara East project at Jalan Kuching. Question is whether sales is good. Anybody knows?

Forum to share info, fair to ask for basis of comment. Otherwise , a lot of wise cracks giving all kinds of remarks. No value.

Ignore those negative comments and enjoy what you are doing. Good luck.

Volume 25 million 3 days. Major shareholder collected enough or not. Also very quiet, price wise.

No more interests on gst? Too quiet.

Integrated resorts stiff competition

3rd quarter results should be out by end Nov. Last year it was out on 21 Nov 2013. Any surprises expected other than coy announcement to Bursa on 25 Sep 2014 re land sale deal ?

New shareholder strong ?

Research house should do follow up and explain why price dropped so much.

Would be fun to buy 1 lot and attend the 2 EGMs. Fireworks for sure.

Finally, a bit rebound. Otherwise, habislah.

Bonus ex soon, buy 2 get 1 free.

Any dividends expected? Soon?

Riding on GST software and one off property development income in Sabah.

Company have abundance cash as well as loans.

What cliff , next year? Will the benefit be visible?

Enough hibernating, time to catch up.

Source : RHB Bloomberg

"TAFI Industries may climb higher after it surpassed the MYR0.54 level to extend its multi-year high. Traders may buy as a bullish bias could be present now. The target price is set at MYR0.60, followed by MYR0.64. The stock may pull back and consolidate further if it falls below the MYR0.54 level. Further support is anticipated at MYR0.465, where traders could exit upon a breach. "

CEO reported that RM 14 million will be used to expand capacity. With the completion of sale of land, Tafi could make about RM 2 million from this land sale in this quarter ending September 2014. Hopefully, this is the start of the company's turnaround plan.

After settling around 48-49 sen for 2 weeks plus, is it ready for its next big move ?

Have been very very patient, but alwasy anti climax. :)))

when will the revenue from their solar business come in ? Any idea ?

Super stock of last 12 months. Hopefully more coming.

Abu Aufa, what is the chart saying. .? And after today, where does it go? Resistance level?

Could you please interpret what the chart says. Thank you.

TAFI Industries is attempting to surpass the MYR0.505 level. A close above this level would likely be a bullish sign, whereby traders may buy. If successful, the target price is set at MYR0.545, followed by MYR0.60. Failure to go above the MYR0.505 level could prompt a pullback. Support may be found at MYR0.465, whereupon traders could exit on a breach on closing.

Refer chart below :
http://klse.i3investor.com/blogs/rhb/57282.jsp