They found a niche and set out to conquer it while others are sleeping.

230 accounts.
No one lost money

Sure or not?

I like that

Its business sense first.

77huat77 > Feb 14, 2017 09:03 PM | Report Abuse

Report coming out soon don't take technical analysis too seriously

Sendai is a Malaysian MNC with 15,000 staff in 15 countries.

They are bidding for jobs in England.

sendai at half NTA

IPO Serba at double NTA.

while stock brokers chase the latest thing.

you can chase the recovery stock

tollroad is d safest asset? Not true......

until not so long ago, most tolled roads cannot cover amortisation and finance charges.

no share can go up forever....and Duke 3 actually looks bad to me....but that would be years down the road.

This year Mr Bandar Malaysia happens to have the stars aligned for him.

raid...with that sentence, you have defamed a public figure and generous donor as well as the entire DAP leadership

I will show you some one with no business sense and also a poor judge of character....none other than the raider.

raid...you are just a cry baby compared to the great KYY.

$ 70 million donation.....can you please do a $ 70 donation?

raid...you are Trump clone with level 1 thinking and no level 2 thinking.

a walking disaster.

icon

the first indication that results could be below expectations is when company starts selling Treasury shares.

before that, earnings forecast is just a forecast........difficulties in making forecast does not mean people cannot buy and sell the shares........

Dynamic investing is the best way to go.........forget Choo Bee and forget value traps.

In this industry, favoured customers fixed their steel prices before they tender for their own jobs....the factory agrees to take the variances.
It is long term relationships.

margins will be back to normal soon enough.

I think they can................
Did you not see the record revenue?
margins squeezed is temporary.





lkoky > Feb 14, 2017 09:25 AM | Report Abuse

the 14cent dividend is one off lah... with such lousy performance in 2017. They cant sustain the same dividend in coming FY.

raid...the CSC , Choo Bee comparison is made 29 Nov, just before the strong run from $ 2 to $ 2.30..........................................


http://klse.i3investor.com/blogs/stockman/110302.jsp

Dynamic Investing is the best.

I have full confidence its the best.

and I don't even collect subscription fees.

raid...you are either a id@@@ or a rascal.

The thing is.....marriage maker no guarantee pregnancy later.

a big player to be an investor even at this prices is not necessary a mistake.

Its a game changer because CSC has a better environment and less competition from imports.

raw materials and currency fluctuations are what it is....temporary fluctuations.....

CSC has long term relationships and for some customers, they have long term prices so that the customers can tender for their jobs.

CSC...the anti dumping duty is indeed a game changer as you can see CSC had record revenues ...meaning less import substitution.

This quarter, the margin a bit tight but, maybe next quarter good profits......


It is the normal nature in this business that certain customers have their prices fixed for some time so they can tender for their jobs. and for the factory to bear the variances in raw materials price fluctuations.

icon...CSC is a profitable trade for me.....

RAID

Record revenue smaller margin.

You cannot say it is a lousy company.

It is their sales strategy for long term relationships.

Even give you 14 sen dividend., for a lousy quarter.

Choo Bee?

forget it.....most useless counter in the KLSE.

raid...just check the charts...there is no $ 2.38.

Both CSC and Choo Bee were at $ 2 at relevant time.

With 14 sen dividend, I bet you KYY average is still making money.....lol no kidding.


lousy quarter....may be next quarter makes a lot of money.

It seems selling prices to prime customers are fixed for 6 months to a year ...fluctuations in raw material costs were absorbed by CSC....this is good customer relations, long term relationships.

that's true also


SharehlderOppression > Feb 13, 2017 12:19 PM | Report Abuse

@stockmanmy
Airasia has done so much to put Malaysia on the map.
We should be proud to have such a brilliant entrepreneur who has provided thousands of employees with jobs.

not 90 sen like before?

Posted by Shellhouse > Feb 13, 2017 11:59 AM | Report Abuse

Then you get a RM1.65 business which generates between 40-60 EPS per year.

let's say it gives out $ 1 special dividend and ex dividend it become $ 1.65...then what?

Yes, I think its achievement is worth reading in a book form.

sadly, so unknown in Malaysia.

Sendai is a Malaysian MNC employs 10,000 people in 14 countries with $ 1 billion shareholder fund...but with a market cap of a small factory.

impressive company

food quality is bad.

but then food quality of KFC and Big Mac food quality also bad.

Sendai is an exceptional company.

the most important thing is to beware of “Value Trap”....but no test proposed to tell ahead of time.

Libra, Kenanga, OSK all are traded at above 50% discounts to NTA too,

That is a profitable strategy.



John Lu > Feb 12, 2017 07:44 PM | Report Abuse

Calvintaneng ask SELL

I keep buying

maths and science tuition very lucrative business model.

I know of a 20 year old who make $ 30,000 a month from his tuition centre.

He do it as a franchisee of a large tuition chain.

their web site is very informative on book orders, and revenue projections at record for 2017.

so much money they have to call for issuance of redeemable preference shares.......lol.

I must say cp teh is a good case study of why most retail traders lose money in the market....agree.


people...and that is most people, lost money because they lost focus.

epf disposed was last year......Sendai lost $ 100 million in Singapore....

this is New Year and new Hope.

just watch out for co relation between Sendai and newly listed Serba Dynamic.

Brokers are bullish on Serba Dynamic. and actually it is Sendai that will give you more value for the buck.

TP $ 1.00 this year S/B sap sap sui.

calvin


forget Trump this Trump that.

it is not going to make you any money.

But visit web site of Sendai......it just might......makes you lots of money.

when a mad Trump meets a well prepared China, what gives?

HaiO is a China man company loved by the Malays..............


what a great and unusual combination.

Some darts will hit the target.

You just will not know which.

Pundit opinions, their opinions are never revisited or measured over time.

I agree. Its a stupid article.

I have proof/

That expert opinions are no better than monkeys throwing darts.

raid....the balance Sheet of Insas is one big mess.
Its fortunate their Inari is doing good at the moment.

Shares of Libra, Kenanaga, OSK all stockbrokers......all also gives you the same deep discounts to NTA without the mess.

what is all that RPS issued at 1 sen?

value investors never gets value for their investments....that is the real fact.