We posted this article about the harsh reality of takeovers for Oldtown. Not sure why the site did not include in the headlines. Here is the link to the original!

https://omightycap.wordpress.com/2017/12/12/oldtown-the-harsh-reality-of-takeovers/

indeed... retail hoping for the best gets cut short

1. "mainly driven by increases in our main lines of business in General Insurance and the Global Travel business in Thailand, assisted by product bundling." Segment info only specify 'General Insurance' never 'Travel Insurance' do your homework.

2. Claims are a random number much like luck factor in casino. The deed is to find more investment income. More than capable to seek more investment income with the right person on the wheel.

3. The link in bundling broken but marketing awareness increases the sales of Air Asia and non Air Asia travellers. "The recent launch of product bundling in our Digital Global Travel business has yielded encouraging results" again do your homework.

4. Foresee more expenses to create awareness rather than pin point profit straight away. Not putting all eggs in one basket but a cheap bet for a long term prospect with increasing ROE in the coming years.

We think that RM 3 target isn't an 'in your dreams' target because this shouldn't be the best quarter. Q2 2018 would be the best with the iPhone X coming in. See our post on this...

https://www.facebook.com/omightycap/posts/906573629506305

MIKROMB we made a buy call as wee see that the slump in stock price dont really have much volume to back it up. Our buy price is higher than the current and we suggest that this is a very good piece of growth stock if you are interested!

https://www.facebook.com/omightycap/posts/904038916426443

Another potential company that would benefit from the latest Myvi model which definitely looks promising. Take a look at what we think about APM Holdings in our recent post.
https://www.facebook.com/omightycap/posts/905626392934362

Perodua is one of the key customers to Pecca. We think that the new Myvi would benefit Pecca and the current technical analysis points to nice upward potential for this company.
Take a look at our latest technical analysis for Pecca.
https://www.facebook.com/omightycap/posts/905626392934362

Do you think the latest Myvi will help improve MBMR ?
Take a look at our technical analysis recommendation on MBMR
https://omightycap.wordpress.com/2017/11/17/new-myvi-the-related-mbmr/

A hard fall and a quick rebound back to yesterday's closing... See what we think about UNISEM in our latest technical analysis recommendation. We think it is good to acquire now fundamentally and technical wise!

https://omightycap.wordpress.com/2017/11/06/unisem-nice-chart-good-industry/

Follow Up on Inari & The iPhone Saga - Now It Gets a Little Tricky

https://omightycap.wordpress.com/2017/10/23/follow-up-on-inari-the-iphone-saga/

Like our FB page too for updates to come in on your FB feed!!!

https://www.facebook.com/omightycap/

Congrats to those who followed our post... But we warn not to chase

Identified another one... Nailed another one... We suggest a falling knife catch at RM2.98. All is well now. Like our page for more!!!

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/886760611487607/?type=3

We sold off all of our holdings the day bonus issue was paid out and on Tues we initiated our first buy after such a long time.

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/889025287927806/?type=3&permPage=1

We still think that INARI could go higher with so much strength. See our technicals

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/889077904589211/?type=3&theater

Not long ago we recommended INARI when the whole world's iPhone suppliers drop due to low iPhone 8 orders. Like our page and get more of these recommendations!

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/880360532127615/?type=3&permPage=1

Take a look at how we analyze the recent trade recommendation that we posted!

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/874819856015016/?type=3&permPage=1

Good fundamentals will see stock rising in the end... We posted this report last year and our view still holds..

https://omightycap.wordpress.com/2016/02/18/petron-a-gem-in-the-rough/

You can like our FB page for more of these!

https://www.facebook.com/omightycap

No doubt KAREX is still a downtrend stock. We recommend you to take profit if you followed us entering @ RM1.38. At the current price is a 20 cents profits or a 14.5% gain in merely a couple of days!

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/873913432772325/?type=3

Not long ago we recommend HIAPTEK when it was still trading below RM 0.40. Like our page for more of these recommendations in the future!

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/864852140345121/?type=3&permPage=1

We felt that there were manipulation during the 2 Raya weeks when people balik kampung. In our data, we recorded a rise but it did not. The weeks following Raya sees it rising when our expected says it shouldn't. Another period was during by election where again it shouldn't rise.

Our FB used to draw out estimates up till one stage the prices went haywire and we stopped. It was working fine until one of the by election.

ya indeed we lack a few variables like margins, crack spreads, etc. But this was meant to prove that we arent being taken for a ride

ABCnewbie we realize you cannot just take point to point on currency or Brent price because they use average

Because over here in SEA we use the pricing from Tapis which is denominated in SGD under the Mean of Platts Singapore

Yesterday afternoon, we posted and recommend KAREX! Although we still think that the falling knife phenomenon isn't over, it can be a good buy now just for trading.

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/871528019677533/?type=3&permPage=1

We are not that satisfied with this quarter's report but chose to remain invested. This is one of our high conviction counter for the long term.

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/866201146876887/?type=3&permPage=1

Recently we saw volume spikes on Malakof after the quarterly earnings. You can follow our page for more updates and recommendations like these.

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/864517887045213/?type=3

When we posted the stock recommendation, the price was RM 2.23.
https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/862629427234059/?type=3

Look at what it is today!

We posted this yesterday on our FB page!
https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/864365840393751/?type=3&theater

This is also our high conviction counter as you can see from previous article here...
Follow us for more stock recommendation!

We identified Serba Dinamik and posted a recommendation for the stock.
Like our page for more of these technical analysis recommendation in the future!

https://www.facebook.com/omightycap/photos/a.516884705141868.1073741828.516880861808919/862949427202059/?type=3&theater

Investors that followed us for the subscription. This is a note of advice from us.

https://omightycap.wordpress.com/2017/07/06/follow-up-on-lotte-chemical-titan-ipo/

The EPS for FY2016 is RM 0.5331. See our report!

We are really confident and would subscribe to this IPO. Take a look at our research...

https://omightycap.wordpress.com/2017/06/17/ipo-lotte-chemical-titan/

One thing to clarify. I wonder BJTOTO is getting the Vietnam lottery of BJCORP... If I'm Tan Sri I would pump it into BJCORP since I can max out and leverage on debt for overseas expansion.

You can see our post on Eversafe here
https://omightycap.wordpress.com/2017/04/07/ipo-eversafe-rubber/

We recommend to buy with good valuations but sort of dislike the industry...

If you are looking for Eco World International IPO
Take a look at our comments & prospectus extract...

https://omightycap.wordpress.com/2017/03/09/ipo-eco-world-international/

See our review on this stock in the link below...

https://omightycap.wordpress.com/2017/01/12/ipo-serba-dinamik-holdings/

We think its a good company but the operating conditions are not favorable

We've just posted a review for this IPO and think its a good buy... Have a look!

https://omightycap.wordpress.com/2017/01/05/ipo-kip-reit/

We think that Foundpac is a good offering to subscribe to with cheap valuations and good utilization of proceeds. See our report here!

https://omightycap.wordpress.com/2016/12/14/ipo-foundpac-group-berhad/

A quick note for GTRONIC https://www.facebook.com/omightycap/posts/699884323508571

We rate Perak Transit an 'average' but that is still higher than what we rate BCM Alliance. Expect to see weaker 1st day for BCM Alliance. You can refer to our Perak Transit post here.

https://omightycap.wordpress.com/2016/09/22/ipo-perak-transit-berhad/

To be honest, how we look at IPO is this way...

Some of these companies that are raising money and 'small' really needs it either to close some debts or really their financials had limit their expansion.

Similar to big companies, IPO comes in when they need cash to execute a major project. But during slow economic times like what we are going through now, projects awarded aren't that big and some could still finance it through debt since its still a cheaper alternative. But small ones might not and end up over leveraging so they seek public listing no matter what the valuations are.

The KLCI isn't doing good either meaning its hard to secure cornerstone investors if you plan to list like RM10 billion into the market. Nobody likes to approve any big investment sum during bad times and remain cautious. When KLCI is rallying, many would pay the premium seemingly the IPO might turn out the be a bargain compared to a high valuation bull market rally.

In the case of good performance with Perak Transit. We already expected that it would do good earlier in our post. But we are not confident for BCM Alliance as explained above.

Post removed.Why?

Post removed.Why?

comparing with IJM which is another major contender for MRT. At least its doesnt have stuff like plantation in its portfolio which is totally out

thanks for your comments... appreciate the feedback

when the giant broom sweeps... it sweeps every counter. It's your job to pick up gold from the pile of trash.
We still think that the properties are going from bad to worse in these 2 years...

will do...

Part 2 would be completed on Monday...