quiet these few days..

yea, its at papua new guinea. my geography not so accurate..
i think this also makes it harder to really see if a company will have real growth drivers and etc. Sometimes, there are just numbers in reports that we can't see.

Icon8888, what then you think about their Newzealand business for Kulim. I prefer definately Jtiasa, but not still convinced because i can't really find out where the higher sales cost incur on NBPOL.

Mr Koon, for Kulim, the potential for it's growth, in profit surge was due to its New zealand plantations (NBPOL) in 2012. Main reason NBPOL is making less profit due to higher cost of sales. The loss in early 2013 can be attributed to forex, where USD-PGK exchange rate has resulted in losses of USD 14.2 million for NBPOL as well.

do you still think there are potential growth with external challenges from NBPOL?

goldenray, are you just simply commenting? first good results, then insider..

sudden surge of volume....single trade, 2950 volume... good sign.. volume is increasing and looking for good days ahead

will going to challenge 5.94 soon.. if can break previous high, look forward to 6.28..
Expect good news in March quarter results.

on a bullrun :)

Previous trend, Sept 2013. IT went from 4.92 to 5.62 in 5 days... Almost similar trend undergoing now :) Happy investing.. Good future :)

Good signs with overall KLCI with huge trades of 3.63 billion shares. Positive sign for it to go higher and break previous resistance if we get more good news for the latest quarter.

Should challenge last year high soon. Good company with future growth.

Good prospect and secured future..

400ha landbank to be developed

Current projects worth about RM7bil in gross development value (GDV) which would last for about 10 years

http://www.thegardenresidences.com.my/
Scientex Kulai, all sold out except for Pine Elegance units.
Scientex Pasir Gudang, all sold out except for 4 type, embun elite 2 and 3, Astana 2 and Lavender Elite
Scientex Senai, all sold out except lavender elegance
Scientex Innoparc - semi-detached factory..
Scientex Heights, Malacca - all sold out except for phase M10, shoplot M09

Upcoming
The Heights Residence - New condo near to MMU ~ 10 mins walk
Scientex Kulai 2..

There was corporate announcement today...
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1538481

They are going to buy SEACERA POLYFILMS SDN BHD a company based on Rawang annouced as part of their plan in Nov 13..

PROPOSED ACQUISITION OF 12,900,000 ORDINARY SHARES OF RM1.00 EACH IN THE CAPITAL OF SEACERA POLYFILMS SDN BHD, REPRESENTING THE ENTIRE ISSUED AND PAID-UP SHARE CAPITAL OF SEACERA POLYFILMS SDN BHD FOR A TOTAL PURCHASE CONSIDERATION OF RM39,000,000.00 BY SCIENTEX PACKAGING FILM SDN BHD

sign to show next quarter results should be good.. should be going up to 6 soon

yup.. good prospects :)

low volume... with foreign selling the market, need more upbeat sentiments, news to go up up.. :)

dont think its really low price. Still stagnant. hope they can have good news soon.. and good quarter results

but the owners have confidence for future by buying back so much shares.. so outlook for future profits in next few quarters should be good.. since they have insight.. recommend to collect and wait..

they need new catalyst or good news in sales.. its down and trading sideways due to 2QFY14 net profit fell 20.3% q-o-q and 39.2% y-o-y to MYR7.3m while sales dipped 2% q-o-q and 12.4% y-o-y as Dyson’s orders for vacuum cleaners slowed down.

With new regulations, min wage, their profit margin is hurt and unless their new quarter results shows growth, this stock will trade sideways.. but looking at dividend, this is a good long term stock to hold..

all triggered from selling from the big two in the company.. need news and catalyst.. Definately good future prospect as there allocation from the budget.. only if we know how many towers they are focusing on sabah sarawak.... by government...

long term.. volume too low

Need to break through .28.. then only it will go up..

its not moving.. sigh.. like last rally.. can't break through 0.28..

suddenly its so quiet at Scientex

There need to be new catalyst to move up. Profit or growth is not going at the correct direction. This might be a long term invest..

but seems big buys (more than 1000 vol) are buying at .275.. they are not touching .28... today is collecting mode..

let's see. past few weeks, foreign was the netseller and have to check this week also..

something brewing. 2 big transaction, vol 5000 in selling queue at 4:44:34 and 4:45:06.. Big seller

there might be potential impact from the NAP policy that will be announced on 20th Jan.
Plus new Honda city out on April, and might impact its sales. competition is tougher on the B segment car at the moment. VW is very aggressive but I still believe in UMW and there is potential upside on it's UMWOG.

volume is quite low even though its dropped to 11.68 already. Main shareholders still believe in UMW prospect. No worries and should come buy during this time to go in..

is it official? no news i see in bursa news..

r u sure?

something brewing...

but that report was already out on 29th Nov.. so this upturn is another reason?

got new CEO replacement, where is the announcements?

based on analysis, their performance in terms of margin for 1half 2013 is better than all competitor. Growth is in-line for the HyppoTV and unifi. Less profit from voice. Main issue is that their tax incentive will end on Sep 2013... so means will impact profit margin

i'm not sure the exact amount affected in terms of the higher tax. but for 1st half, i tihnk they save over 155 million of tax.

its 0.9 sen, plus earlier dividend, total is 2.2 sen for the financial year, which translates to about 7% dividend..

MAS results out on 22nd August

For retailers like us, we should just do homework and decide if the company can be invested.
Accumulate on low price.

MAS’ 2Q13 passenger load factor surged by 6.6ppts YoY to 80.4%
cargo load factor increased by 1.5ppts YoY to 72.8%
(Overall increase load factor uo to 77.9% and even higher compared to Singapore airlines for the compared period)

Total revenue passenger kilometers (RPK) climbed 13.3% q-o-q and 29.3% y-o-y
Total available seat kilometers (ASK) grew 7.8% q-o-q and 18.7% y-o-y.
Oneworld alliance also helped lift MAS’ international passenger RPK by 12.3% q-o-q and 30.1% y-o-y.

Current NTA (Net tangible assets) = .52 cents a share so if MAS sell all assets, then still worth a .52 cent company... (there is still 150 mil of non-tangible assets in books as of 31 march 2013)

So current price is still lower valuations for this company. Time will tell when the company turnaround. Advantage of GLC company is that they have longer time to turnaround. Look at SIME when the major loss from bakun but now their stock price has recovered.

2nd half for aviation usually shows better results, so let's wait and see the 2Half results. See if more gains for MAS.. if yes, then it's can be a point of turnaround.. They expanding routes and hiring temp workers(that not bound to MAS union) would be cost effective to grow... up to individual investor to decide.

For retailers like us, we should just do homework and decide if the company can be invested.
Accumulate on low price.

MAS’ 2Q13 passenger load factor surged by 6.6ppts YoY to 80.4%
cargo load factor increased by 1.5ppts YoY to 72.8%
(Overall increase load factor uo to 77.9% and even higher compared to Singapore airlines for the compared period)

Total revenue passenger kilometers (RPK) climbed 13.3% q-o-q and 29.3% y-o-y
Total available seat kilometers (ASK) grew 7.8% q-o-q and 18.7% y-o-y.
Oneworld alliance also helped lift MAS’ international passenger RPK by 12.3% q-o-q and 30.1% y-o-y.

Current NTA (Net tangible assets) = .52 cents a share

So current price is still lower valuations for this company. Time will tell when the company turnaround. Advantage of GLC company is that they have longer time to turnaround. Look at SIME when the major loss from bakun but now their stock price has recovered.

that's why should already buy it when it was .28 .29 cents..it's a risk and what if main institutional, K, decide to sell off after PM statement.

its up to someone opinion if it's worth to take the risk :) buy on weakness and sell when it's strong.

because of rumors of privatisation but long term, there are some risk but it's worth to invest as it's NTA is around 0.52 so price at .385 is still undervalued. PE are quite high but they are on track to turn to black as they have increase their business, last quarter values in terms of occupancy, etc, even higher percentage than SIA..

anyhow, this company stock price is undervalued. It's net tangible asset per share is 56 sen (as per end March), so that why people want to takeover when the price is cheap. Hold long term and buying more..

this is a long term, as they are already looking at land to increase capacity. so its a growing company..

anbz, yes, they using same vehicle, Beyond imagination, but they are still 2 different director of the company and you can see that their stake was adjusted. So both the director amount was adjusted.. up to your interpretation. I've said before much earlier, this is a good company with good fundamental. Hope it's gem will shine and reflect it's current price. Scientex is his same industry, and hopefully it will have rating with same PE as Scientex and it's peers..

Dato Gan.
Direct (units) 90,334,976
Indirect/deemed interest (units) 433,106,415
Total no of securities after change 523,441,391

Gan Poh San
Direct (units) 0
Indirect/deemed interest (units) 176,619,540
Total no of securities after change 176,619,540

take note that its not ONE director buying under Beyong imagination. It's both Dato Gan and Gan Poh San.. both buying same amount.. 2,563,200 at same price..

http://klse.i3investor.com/servlets/anpth/930405.jsp
http://klse.i3investor.com/servlets/anpth/930406.jsp

so if both buying sure there are positive news.. :)

good returns even if you look at dividend % :) let it go up up and away..

they only bought 1,000,000 million shares, and their total holdings is now 21.9 million shares which represents about 5% of the total share..

hmm, no details yet on Ex date and date of payment..