CEO is selling..

As for a real fund manager they don't share or write any public view. Only those try to get attention or someone that frustrated with their job that they lost big time and under great pressure. Soon most of the fund manager will be replace by AI. God bless them.

my view on SAPNRG is very simple, big boys try to suppress the price below 0.3 so that retailers have no interest to pick up the rights shares. They can mop up all the unsubscribe shares and increase their steak in the company. When all the exercises completed then they only push up the price with the company news flow and the earning. This company is good because they have pair down the debts d. With PNB major shares the owner won't be able to draw his fat salary and perks anymore. With the contract on hand, this company will turn to black in no time. ;)

Carlsberg is a resilient counter. will b able to withstand this coming market crash. all they need is our new PH government to clam down on contra band beer and alcohol. their raw mat cost is 30% ingredient and 70% water. what type of product is better than this. all they need to do is marketing and better distribution channel. I know this current CEO and he is so hard working and I think he will be able to bring this company to next level.

owner buying back shares and there will be surprises on it's way.

By looking at the chart, this stock is forming a handle. usually one to four weeks. but looking at the price movement sellers look like drying out. once the buying come in it will break through 6.46 and go to new high. be patient.

tomblack please stop promoting KESM.

Maybulk chart is trending upwards. This stock has hit the bottom d. It will likely to trun around this coming Q due to the dry bulk index. Once it break 0.955 will be good and uptrend is intact.

logistic part start contributing, will be better for next q because Nylex 1 only started operation this Sept. With the Bulk Index recovery this will help. well see...

Good sign today T4 1.2 mil shares all well absorb..will march towards 1.5 soon.

Thanks Bettyem for your info.

petronm 11.14 is a very crucial support. once break will be down trend. Let's watch....

Nylex1 starts sailing, so next q result will be much better. Furthermore this coming q result will be better than last q because of increase of selling price. Let's see....

HRC broke 8.20 support. Be cautions.

Disposal shares by some big boys is good in a way can clear some road blocks. There are some parties willing to buy at 7.25 means that they expect the share price to go up further. That is a positive side.

sure there are lots of cheerleaders in this stock. intraday correction will propel the price higher. those wanna sell please do so. thanks

base on chart Magni is at consolidating mode. some fund are buying they need to shake out all the weak holder in order to push higher. after set the footing the stock will inch up like no tomorrow. i think the profit still intact just need to be patient.

today the issue house of ca is making 20mil if they have sold all the 40mil at 0.5. don't trade i presume they have already dispose off all. wiil be more c... coming. this is the pure con job of investment bankers. today they support mother price so that they can dispose off the ca. just becareful.

went to the AGM this morning, this company can't compete in the market because the raw material have to source from the parent company. they already make one level and left is very fine margin to compete. not much prospect in this company. sell and change to better company.

Dream is good thing. Those without dream are pity. So start dreaming.

Magni easily go to 14.30. Is a cornered stock and all you need is good result and it will fly. Chart has broken all resistance sky is the limit.

today T4 1.5 mil shares mostly pick up. good to see only ganuine buyer and not much trader.

slow and steady will win the race. 10 is not a dream if the margin is good.

average refinery margin for april to june is around 7.8 so all will be doing well.

Icon you did a good job. At the AGM the MD did mantion actual production is about 116k per day. 7% inefficiency down time due to plant aging. But over all the management is good and the chairman Wong looks like a man that can bring the conpany to next level. So at this price still consider a good buy if the margin stays around 5-10 region. Cheers.

muscle sell quickly...

muscle anymore to sell....

by looking at chart at least worth 6.50.

if pe 15x , Tguan would be RM 6.50. good luck

by looking at forward PE. Tguan is worth 6.5. pe at15 times..good luck

flying soon.

base on chart is a half cup for 15 years and looks like new uptrend to cross the previous high if the business sustain.

base on the Q1 result, this company will go to new high. oil prices won't be going any where and good for the company. (raw mat)

don't catch the falling knife

By looking at chart OKA this year target 1.80. Current price is new high and no more stall bull. Collect when pulling back. Good luck.

buy buy over sold d

its cheaper to import

This company has a superb management team. Even with this harsh environment still can out perform. With high ROE and good dividend yield is consider a good stock.

lately the directors transfer their shares to margin ac..

by looking at chart ultimate 0.85 good luck

Chart is breaking the 200 days resistance .. must be something is brewing.

looks like big seller is drying off..Q1 results should be good ..long term looking at 1.00 hopefully..

Timecom consolidating very well at this level. Once it break 4.5 level it will go to 6.0 next level. The company has a very good balance sheet. And internet in the future for the coming years.

The winning formula for this stock is growth+low cost (about 800-1100). If CPO prices above 2000 this company will continue to increase their profit. Any dip is a good buy.

This stock is long run horse. Unpolished gem. Will out shine most of it's peers. Stay invest and must have conviction.

TSH Resources: Growth on track

• 1Q14 net profit of RM70m is in-line

• Earnings supported by FFB production growth, higher CPO prices and improved operational efficiencies

• FFB output grew 21% y-o-y to c.157k MT

• Maintain BUY with RM4.70 DCF-based TP



Highlights

Within expectations. Excluding net forex gain RM17.8m, TSH’s 1Q14 core net profit grew 57% y-o-y to RM34.3m. This represents 22% of our full-year estimate and it is within our expectations as Group’s 1Q profit is seasonally the lowest in the year.



Stronger output. 1Q14’s better profit is largely supported by higher FFB production which grew 21% y-o-y to 156,742 MT. This is mainly attributed to more young plantation areas coming into maturity and achieve peak yield age. Also, average CPO price strengthened by 18% y-o-y to RM2,543/MT (vs. RM2,159/MT in 1Q13). 1Q14’s EBIT margin significantly improved to 19% (from 9.2% in 1Q13), mainly supported by lower unit production cost and improved operational efficiencies.



Wood product and reforestation segment recorded slower 1Q14 revenue and EBIT of RM9.9m and RM0.5m respectively. (-24% and -29% y-o-y) due to lower export and delay in commencement of project in the domestic market.



Our View

Favourable growth on track. In spite of potential adverse weather effect this year (subject to development of El Nino later of the year), we maintain our favourable long-term outlook on TSH. This is due to its relatively large plantable landbank of about 77k ha and better FFB output growth supported by more young plantations coming into maturity age (about 1.5k-5.2k ha planted between 2009 and 2011 start to mature). We maintain our 3-year EPS CAGR of 16% (FY14-17) backed by average annual FFB output growth of 16%.



Recommendation

Maintain BUY. We maintain our BUY recommendation with RM4.70 TP based on DCF-valuation. Our FY14 y-o-y core profit growth of 20% is backed by 20% y-o-y FFB production growth and favourable CPO price forecast of RM2,790/MT.

Good stock with growth.

Thanks Najib, by looking at the chart Kfima might go to 4..
Selamat Hari Raya to all Malaysian..

well done Najib, can the company continue to grow their profit!! Right now they are at record high profit can it sustain..

chart looking good..going for new high again..