Buy Dayang share much better than putting money in fixed deposit..... Fixed deposit you get 5% a year. Dayang ku sayang gives more thsn 10% in a week.

Kaliaoki : This type of buy is institutional investor buy .... you want to short institutional investor ?

Raja Chulan : point noted. I have done my homework that I agree with KYY article.....can you provide the reason otherwise ?

Simple Man.... yes KYY wrote articles. But I dont mind because it helps me to find which stock to buy. He wrote on Dayang...I agree I buy even I know he bought cheaper than me. You see here people has freedom to buy or to sell. If you think you agree with KYY article or suggestion , buy. If you dont agree just keep quiet because you know... what you say about "trapping" other people is just an assumption. An assumption can goes wrong...and it makes an "ass" between you and me.

Simple man ... not yet high stake poker game... Not just yet.

Dayang is a good stock. The scenario now - it is an investment in the future. The price is not yet a casino and high stake poker game.

So, buy buy buy ... before the price hits high stake poker game point.

mylinuxxbsd ...... coastal contract need to show profit in the corresponding quarters... It was a very good stock last but its quarter result is not encouraging... If its quarter result is encouraging, let me know... I will analyse and buy. But not now. This quarter belongs to Dayang. Join us ! For better return than putting your money in Fix Deposit.

Trading volume is 50 million today. Any volume more than 20 million indicates that the counter is in a bull run. A few big sharks are buying. The underlying reason is so strong. Buy without fear of losing - P/E ratio is still low and profit trend is increasing.

Stock moves in brownian motion, stochastic process which indicates buying and selling... Just hold tight tight.. Ride the wave up and down..you will be safe and good ... Better than keeping money in Fixed deposit. Those who believe my statement yesterday already earn better than one year saving in fixed deposit today.

Phew what a Friday...and I brought armies into Dayang today....Happy that everyone is happy.

Dayang ku sayang .... better than putting money in fixed deposit

shorties are buying ? to cover their position ?

piroo7 ... close your eyes and buy... better than pitting money in bank fixed deposit

Invest in this stock gives better return than fixed deposit in bank. Buy and sleep on it.... you see your money grow

common....hard to get stock wirh same good FA this year. P/E and good EPS are insurance against share price drop

why too fast sell

I told ya yesterday... Dayang better than fixed deposit. Buy and sleep one tear. Return more than 100%

It is better to accumulate at 1.37 and not at 2.00. If you have money that you dont use , just buy and sleep on it. Better return than fixed deposit at bank.

Share price cannot go up when there is no seller. Big shark have big money.. the game is different.

Volume lower , price increase by 2 sen... looks good and all set.

With this price trend, per share gain for long term player is greater than contra kaki. Tomorrow will chip in more.

Hard to spot good stock nowadays... Thanks to KYY.

Now those play kontra has to buy higher ...kakakaaka

Sayang ku dayang..

public bank say 1.16 at PER 8x. My measure - PER 14x

stock is moves like a brownian motion... it goes up and goes down and goes up and down.... Stochastic process..

PER 8x - RM 1.16 . Normally, I look at PER 14 as cut out point to decide if the price is too high. At PER 14, price is RM 2.03.

The report below is from Public Bank

Dayang Enterprise (Dayang) reported a strong headline profit of RM164.2m in FY18 from a loss of RM144.9m a year ago. Stripping-off the exceptional items amounting to RM17.2m, Dayang’s core net profit of RM147m (+>100% YTD) exceeded our and consensus expectations, accounting for more than 100% of full year forecast. The impressive performance was lifted by a strong set of 4QFY18 numbers, in which core net profit jumped by >100% YoY and 95.3% QoQ to RM78.7m. This is mainly attributed to improved gross profit margin by 34.6ppt YoY and 20.6ppt QoQ to 57.3%. We revise our FY19-20 estimates higher by an average of 47.8% as we anticipate the Group will deliver consistency on the back of strong orderbook in hand of RM3bn which could last until 2023, coupled with stable profit margins. We also introduce our FY21 earnings forecast of RM165.2m, translating to a 9.4% YoY growth. Following the earnings revision, our TP is now adjusted higher to RM1.16, though based on a lower PER of 8x (10x previously). Impending corporate exercises within the next few months as part of Perdana’s debt restructuring plans may be somewhat dilutive, we caution. Our Outperform rating is affirmed nonetheless backed by its strong earnings outlook.

Strong 4QFY18 results on improved margins. Contrary to the previous financial years’ 4Q numbers which is usually a seasonally weak quarter due to the monsoon season, Dayang recorded the highest 4Q quarterly net profit in its history, seeing core net profit jump by >100% YoY and 95.3% QoQ to RM78.7m. This is mainly attributed to lower operating expenses of 42.8% as more lump-sum work orders had been executed during the quarter which enabled the Group to have better cost control and improved efficiencies. As a result, gross profit margin in 4QFY18 improved significantly by 34.6ppt YoY and 20.6ppt QoQ to a record high of 57.3%.

Higher vessel utilization. Aside from the robust work orders for the topside maintenance contracts, topline performance was also supported by higher vessel utilization of 73% this quarter compared to the 51% utilization in 4Q last year. For FY18, the Group’s fleet utilization has been gradually improving since 1QFY18 when it was as low as 27%. Highest utilization was achieved in 3Q at 84% and average for the whole FY18 was about 65%.

Targeting more jobs. Last year, Dayang secured a total of four Pan Malaysia MCM projects with values of between c.RM1.5bn and RM2bn, and an international contract in Turkmenistan valued at around USD100m. We expect there will be at least one contract to come this year within Petronas’ core operating region. We also understand that the Group is eyeing another international project in Myanmar.

Dayang quarter profit trend from March 2017 to December 2018 shows return from red to increasing profit.

which gang ? and who sold ?

Plug - i think not really for case of good company like Dayang

contra buyer took profit.... ensure that he buy higher price...

Nahh RM 1.40 is lousy estimate.

FA ....P/E ratio is still small and past few quarters earning growth...Must be more than RM 2.00

If profit taking well absorb, once it break the resistance level, price will shoot up

hold tight tight...if you have holding power.

Dingdonghai ... great statement.

yesterday, there is a Banker33 posted something which made me worried..... So today this morning at 9.00 am I watched the screen.

I saw people throw throw throw....like panic selling... my sweat came out but my finger press buy buy buy... because I think those who sell at 1.35 and 1.34 are actually crazy mehh...

I asked my self " Why need to sell a P/E = 8 company when the trend is 100% positive ? i3 also put Dayang at no. 1 hot stocks...You think Dayang is Armada - one day up next day down ? Haiyaa..... Armada up before financial announcement so yo yo roller coaster kind of stock mehh...

I think maybe Banker33, DCMH and Kalioki just make jokes this morning.....

So, let us laugh together for your nice jokes ..... hahahahahahaha kakakakakakakaka kiikikikikikiiki kehkehkehkehkeh wawawawawawawa

In 2014, Dayang EPS was 19 sen. Share price is around RM 2.50 - RM 3.50....

Now EPS is 17 sen....I say to you, at least RM 2.50 is possible if everyone works together long term.

Dayang was a RM 3.50 company... Today it is just RM 1.39... one of the most undervalued interesting growth stock in KLSE today.... if you can share other better stock with this P/E ratio and increasing EPS, let me know...I will your recommendations.

Whole year earning per share for dayang is 17 sen. In 2015, Dayang earning per share is 19 sen. What was the price of Dayang share in 2015 ? Anybody can guess ? The first correct one will be given 1 lot of Dayang share

Run down to RM 1.34 early morning was really good for collector...... Damn good. Thank you DCMH and Kallioki for giving other newcomer opportunity to come in.

If anyone want to sell ..... sell lo ... stock price cant not go up if no one sell.

KYY gives a lot of suggestions... but this one... I agree with him. Great man !

I have gone through Dayang financial result. I really like what I see. Thank you to KYY for spotting this GEM. This is really a GEM. No regret putting my money here.

steve : study back your business model. We know it is not working... You just want to promote it because you want investor money... but who care to buy your company shares if it does not generate any profit that can be distributed back to investor ?

Whenever new apps come in, my mind always try to calculate the market size. It really thrill me and my senses comes to the maximum.

Assuming that 30% of population spend on the type food and beverages that GEMS advertised at the moment. Alcoholic drinks means it targeted non-malay population, which is around 30% of Malaysia population.

Let assume that the age group interested are 30's, 40's and 50s since they have bigger income to spend and this means around 30% of the non-malays population.

Around 1% are the group that has smart phone and think that the app. is good.

I dont know the business model , just assume that its revenue is RM 10 per reservation.

So, we get :

GEMS market size = 30% (population) x 30% (age group) x 1% (need to use the app) x 30 million (total population) x RM 10 = RM 270,000.

It is quite small right ?

Let just assume a different business model, like FoodPanda.

Frankly, I did a survey on Foodpanda market size. A restaurant received an order of 10 per day. Food Panda roughly has around 1,000 restaurant in Malaysia. Let us assume that they make a profit of RM 1 per order.

So, the market size of Food Panda = 1,000 x 10 x 1 per day = RM 100,000.

In a year, FoodPanda may make RM 36,500,000.

..............................................

Comparison -

1. People want food delivery service because of convenience. GEMS reservation system is not really out of the box idea because customer can easily call up the restaurant or the venue to reserve. It does not take a rocket scientist to figure out this.

2. Lack of restaurant or venue in the GEM system and lack of variety. Muslim dont go to pub and clubs... So market size is much smaller.

3. GEM need to focus on pain point of customer and not not simply create a system that could easily be duplicated by other techniques.

4. GEMS need a valid business model. And it takes less than RM 100,000 to call up consultant to do it. If you call up BCG, it may take around RM 1 - 2 million.

Happy CNY to chinese forumers... I am back for a while.

I have been trying to understand the wild swing of oil price because this will determine the profitability of AAX...

I expected the WTI futures price would be down be below USD40-USD45 per barrel considering the oversupply situation and Trump was eager to ease the oil price... once it did touched USD 45 , and Trump sanctioned Venezuela and Iran; and it seems USA thinks that 45 is very low for oil price, and from the pattern, some fund supported/purchased oil whenever it goes down between 1% and 2%.

Uncle Sam public words set the oil price movement up and down.. Few contradictory statements means that he wants the price to be in the range of USD 50. That is not difficult to understand. USA is now the world biggest producer of oil. And their oil came from shale field. The cost of production of shale gas is around USD 50. So, for USA to continue benefit from production of oil, the price has to be more than USD 50.

There is only one way for the price to move below USD 40. First, let it float to the demand and supply forces. Second, keep Trump mouth shut, and no new sanction is applied to new country.Third, market forces let the price move down and, the "long" fund will face margin calls and release their position.

So, now what does USD 50 / barrel means for AAX ? Of course we can see better profitability compared to the last two quarters.

Happy investing.

Radzi.

Not so soon... 4th quarter oil price still high half way ... Q1 2019 looks interesting. Oil price crash in 2018 is a reality but it happens almost at the end of the year basically because there is a lag in oil production set up and decommissioning. Anyway, once it starts , i hope it goes to USD 30/ barrel .

Hahaha.... there are many scare monger try to chicken out small investor so that they can buy cheap....2.5 sen counter, Net Tangible Asset 5 sen. If this counter falls to 2 sen, investor that buy at that price hits jackpot. Even at 2.5 sen is a jackpot.

PN17 ? Can prove your claim ?

NetX will then be the next "FOCUS"

In the past few quarters, Netx board and management has thrown in a lot of "intangible assets" depreciation and "on paper" investment loss to show there is a loss in the operation, but this avenue is quite limited.

So, I think, Netx will strike a profit in the next quarter. My reasons are below:

(i) Exchange rate loss is almost negligible as the currency stabilises.
(ii) Investment loss is almost negligible as Mlab share price stabilises.
(iii) ESOS related share placement, no more new ESOS offered, and Netx share price stabilises. Any "paper loss" is negligble
(iv) Only intangible intellectual property depreciation of Allzpay platform has some values in the asset which can be thrown as "intellectual property depreciation".

When all this "paper loss" stops, Netx will show profit because operational wise it is a profit. I dont know, maybe board or management want to show losses multiple quarters to supress the share price down for them to buy back..... and then boom the price upwards after that.

sitia - paper loss is loss that still not captured...physically. Just like when you buy Netx at 4 sen but you keep it at price 2 sen , as long as you hae not sold it, you have not make any physical loss. If three month ahead Netx price shoot up to 6 sen, and you sold it, actually you make money at the long run. If money does not exchange hand, it is still paper loss. Netx will not sell MLab. Depreciation,of intangible asset is "paper loss" , Depreciation of physical asset is paper loss. Currency movement also paper loss.

I just looked at Netx last quarter financial result. It make a loss but most of it are all paper loss. So, when you add back (ignoring paper loss), you will get positive cash flow of RM 5million. In other words ignoring paper loss, you get a profit of RM 5 million.

That indicates the business model is working. There is improvement of cash-flow health, and the company value should be around 5 cents.

So, I think next quarter result will be good. Business are actually growing, there is ample of profit if there is no more reduction in Mlab share price, no more share placement and ESOS, and no more upward surge of the ringgit.

Perhaps, this point is the starting point for accumulation.

Any other IB recommendation ? I see Maybank upgrade from hold to buy with TP 0.47.