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2017-03-29 16:22 | Report Abuse
I am also missing Khatu with his phallic monologues and friendly dialogues with Justa Doll. SMTRACK is now on track but the journey is long and winding. Starting, ending we no control. Sun, rain, snow we all persevere. Night is night, day is day. Goodbye millionaire investor Khatu. Today I quit Smtrack, luckily with profit, after quite sometime in the pit. Thank God almighty. Goodbye my SMTRACK friends. May the upcoming corporate exercises of share capital reduction, consolidation, private placement and SIS termination/renewal bring billions of rupiah to you all. No more waiting for me. Now I terminate. Game over.
2017-02-27 17:05 | Report Abuse
Thanks satha44. Sorry for not contributing much earlier to support the price of DBE and make the DBE forum a lively and better place for you and me. Many times I thought of contributing comments especially during weekends but did not. I have high hopes for DBE since the announcements of free warrant issue, KFC contract and Harumi venture. So was quite down when things turn out not to be especially during and after the ex-date of DBE-WB. This forum turned quiet except for the very few diehards like you and ATARAH. Some investors inform us of their selling and leaving, few coming to contribute and many comments were simply not morally uplifting. I was worried my investment might be lost or reduced. However, I only put in a certain percentage of my investment capital and the amount is much less than you and ATARAH put in. Still, cut loss is not my option for this counter. So hope both of you win big or at least recover your investment in DBE.
2017-02-27 16:39 | Report Abuse
Actually, DBE is doing fine operationally and financially. Maybe there's paper thin profit in chicken business but it is a sustainable business. DBE already dominates the chicken business in the northern states of Perak and Penang. But in the process it's stretching itself too thin. Also trying to be too diversified means that you're not specialised and have no moat. Venturing simultaneously into breeding chicken, broiler chicken, egg production and chicken feed is a bold move. By entering into Harumi retail, DBE is crouching into territory of others. So, in a way DBE offers the cradle to the grave care and service for its chickens. Even afterlife management, the Nirvana Centre for Chicken.
I am hoping that with this QR release the management of DBE will go on a publicity blitz like they did before. Force or bribe the reporters of The Edge, The Star, thesundaily and i3investor to write glowing tributes of DBE and the near future plans. Post selfies of them with the Dato's Dings throwing yee sang while feasting on Harumi wings during the post CNY corporate dinner. Activate and mobilise the spinmeisters. Get Dato' Alex Ding again on BFM radio or The Edge TV. His BFM interview last year was one of the factors that influenced me to enter DBE.
Talking of visibility and publicity I see that the DBE website is informative and attractive. But maybe more could be done, like the Press Room is updated to only April 2016. Do the runaway success of their Facebook page and contract web maintenance lead to the neglect of website update?
Hope to see more positive news for DBE in near future. Share activities like big disposals by their Singapore Ah long ACP and large blocks at buy and sell queues will certainly impact the share price. Also in the past, rumours of top management soliciting commissions for factory construction and unwise spendings affected the share price negatively.
In terms of slogan, only recently when I googled Harumi chicken and entered the website did I find that their tagline is "Now Everyone Can be a Boss". Very colourful design of Harumi concept and catchy slogan indeed, similar to mine. So, great minds think alike?
BUY DBE.
NOW EVERYONE CAN CHICKEN
2017-02-27 15:18 | Report Abuse
Please hold on to this DBE chicken. I thought they were going to announce their result tomorrow at the last day of the month, 28th Feb. Good news is increase revenue of RM29 million as compared to preceding quarter. Incur quarterly loss of RM1m but significantly lower than before. So, overall company is improving and have managed to reduce previous big losses. This was achieved through diversification, entering retail of HARUMi brand. More than 200 Harumi restaurants and kiosks in Perak and Penang and going to add more than 10 in Sabah through Coseni.
This aggressive expansion of Harumi is definitely going to substantially improve the earnings in future quarters. Entry level for this franchise is rather low at RM 3.5k and fast food chicken is popular in Malaysia, even with many players in the market.
Of course comments and reactions from customers will affect Harumi's popularity and market penetration. Their Facebook account seems to be very popular and informative. We see openings of their new outlets - certainly feasts for investors eyes. Pictures of happy customers devouring the delicious Harumis. But too responsive social media could backfire, like in here we know about their first restaurant in Manjung, certainly not a positive tribute.
And unfortunately as raised up by satha44, Harumi retail is competing directly with KFC. So will their annual RM50m contract with KFC be renewed in future years? Without the KFC contract will borrowings for factory expansions and operational expenses be better managed in future quarters?
Is chicken business a sustainable business? Yes.
For now this highly anticipated QR is good news for us the loyal DBE shareholders. The management has really worked hard for the company and investors like us. So we see today upward movement of price and very big volumes for both mother share and DBE-WB warrant. Maybe there are fakes in the queue and left hand to right hand transactions but real operators and syndicates are obviously rushing in. During this open season period of QR releases we see rotational play by sharks on the penny stocks of Bursa. Very fast and furious Touch 'n Go. So now it's DBE's turn. How long and how high for DBE we'll never know - we are at the mercy of the sharks.
As they say every dog has its day, so today is DBE's day. And so will it hopefully be in the few days to come. Other chicken or poultry stocks have taken off. CAB and FARMBES have had their price glory days. CCK is presently quite visible with CCK Fresh Mart. Lay Hong is laying the golden eggs. TPC experienced a slight hiccup but with their focus on health omega eggs is exporting to Taiwan and Korea. Soon Harumi or Gurney chicken will be very visible in Malaysia.
All we know we got the free warrants of DBE-WB. Sell now if you want to lock in profit or compensate for the mother share. Mother DBE is still stuck at 3.5 - 4 sen, rather pathetic. Will the operators push it up to it's previous high of 6 sen or its rightful fair value of 10-15 sen? Then by right its WB should soon reach 4-5 sen. Will WB close today at 2 sen? Yes, dream on as satha44 used to say.
All the best to satha44 and ATARAH, the known big investors of DBE here. And also to the rest of us who faithfully believe in DBE.
BUY DBE.
NOW EVERYONE CAN CHICKEN
2017-02-09 00:00 | Report Abuse
satha44, here is the translation of the k6ii reposted article courtesy of uncle Google. If you're using Google Chrome then just right click and select 'translate to English'. This is how I klentong that I can read and understand Chinese or any language for that matter.
Happy Thaipusam!!!
influx of capital into shares of pure egg
Chen brothers Gurney enter the dining
tide into capital (TEOSENG, 7252, Board consumer goods group) as a total market share of the few pure egg company, the recent rise in feed prices and by the reduction of foreign exchange earnings drag, its third-quarter profit fell 52.81 percent on-year, its share price fell below RM1 heart level, but then the rapid reaction of the market, investors are bargain hunting, picked up again in January to more than RM1 level.
The company's profit performance and egg prices are closely related, according to a report in the Malaysian Investment Bank in June, when the price of eggs fell 1 per cent, it will reduce the influx of capital to RM1 million revenue. In addition to price fluctuations, the unusually hot weather also led to a reduction in chicken egg production, which is one of the causes of poor performance of the influx into.
However, Buffett saying "I fear people greedy, greedy people fear me," might come in handy here, although the influx of capital into the performance of temporarily not look good, but they are part of the external factors of non-war crime, while share price correction has occurred, the company's operating performance have always been praised by major investment banks, internal operations remains stable and strong, believe that in time there will be demonstrated.
A long-term into a loss Chen brothers Gurney (DBE, 7179, Board consumer goods group), in the Year of the Monkey finally perk, into restaurants, fried chicken with outside companies to launch joint pavilion called HARUMi trafficking brand and intends to trafficking in 500 booths , 50 mobile dining car and five restaurants.
In addition to enter the catering industry, the last year the company also received RM50 million worth of KFC awarded contracts for the supply of chickens, is expected to show a profit in 2017 will have a positive impact. Although it ended the third quarter ended September 30, 2016 has been a net loss from the previous 2.88 million, turned a net profit of 325,000 ringgit, also the first nine months net profit of 1.183 million ringgit, but whether the company has come out of the valley it is still difficult to judge, but compared to last year, regardless of their financial or operating has significantly improved.
2017-01-09 16:45 | Report Abuse
The recent renewal of the one-year RM50m contract for the supply of chicken to KFC for 2017 should significantly boost the income and bottomline of DBE for this year. With free warrants next week for sure the price will fly soon.
2017-01-09 16:34 | Report Abuse
Will the 5 sen level be broken this afternoon? Or we'll just observe an impasse at 4.5 sen, still consolidating? That is the question.
2017-01-09 16:30 | Report Abuse
Yes, as Satha asked by lunch break there were 24 million trades at 4 sen and 11 queuing to sell at 4.5 sen with 26 sellers, so on average 423k per seller. Now already 41m trades at 4.5 sen and only 450k at 5 sen, we see 11 sellers queuing with 4.24m shares at 4.5 sen. So the question is who is the mystery seller with unlimited lots to unload. As if trying to suppress the price and not waiting for the free warrants. Acquired them at much lower prices and locking in profit now?
2017-01-06 22:36 | Report Abuse
Also to be fair and realistic the price will stabilise (consolidate) or drop due to profit taking or suppression by certain parties. As announced, the free warrant of 1:2 with 1 sen value will have the ex-date of 18 Jan and entitlement date of 20 Jan. So naturally the price will rally nearing the ex date. Then drop due to profit taking or some might not be keen on the free warrants - fear of the unknown.
By the way all the best to those who enter this counter for now and the near future.
2017-01-06 22:25 | Report Abuse
Today again we see DBE stock price rising to the range of 4.5-5 sen with heavy trading volume of 54 million. Sure this is the effect of the bonus warrant announcement. So next week the price is going to be above 5 sen, probably 6-7 sen. Or maybe 9-10 sen who knows.
For now there seems to be price consolidation at 5 sen, the present resistance level. This level will be broken early next week as more investors will flood this counter. Many of them will be refugees from the now consolidating oil and gas counters of Hibiscus, Sumatec, Perisai, REACH and KNM. These new converts will finally see the light and realise they cannot eat their oil and gas. DBE's chicken is very delicious and also got oil that we can eat. Maybe very soon QSR Brands with KFC will be listed and competing with DBE for attention. In the mean time DBE is very cheap.
BUY DBE.
NOW EVERYONE CAN CHICKEN
2017-01-05 10:51 | Report Abuse
Wah, this DBE chicken really fly today after the announcement of their bonus warrant issue yesterday after trading hours. Thanks to smartinv for being the first to announce it here. Some of us were very fast - trading volume spiked up at 4.30 pm yesterday in the dying minutes of trading time. Also price jumped from 4 to 4.5 sen with high trading volumes.
This morning as at 10.45 am, DBE is the fourth highest trading volume at 35 shares and price also jumped like an excited fighting cock from 4.5 to 5 sen. So it seems that this Harumi chicken is really harum - fragrant, and now "Everone Can Chicken ...". Will it fly beyond 5 sen?
The free warrants to be issued on 20 January seem to be very juicy.
2017-01-03 23:01 | Report Abuse
Yes, by now the open market should have absorbed the disposed shares of DBE in the price range of 4-4.5 sen. The new major substantial shareholder remains a mystery. But for sure, the price will move up soon due to the long queue of buyers and interested parties in DBE. And don't forget, most of us eat chicken regularly. The demand for chicken can only go up, with bird flu or no flu. The present bird flu in Korea does not affect us. Korea is so so far away.
2017-01-03 22:45 | Report Abuse
It seems that this counter SMTrack suddenly jumps in price and trading volume after its suspension was lifted. It is attracting the attention of investors - sharks, speculators and short- to medium-term investors. This could be due to the many good news and positive rumours on its oncoming projects. I understand that its present and future projects are mainly on (i) IT - RFID tagging and tracking systems plus iot, (ii) creation of subsidiary for construction, and (iii) food and beverage business where electronic tagging is involved. I was informed that the fair price of SMTrack is 15-20 sen. Is this a possibility. Maybe someone care to verify the news and rumours here? As they say, buy on rumours, sell on news.
2017-01-03 15:43 | Report Abuse
Anybody here with insider information of when the management is going to issue the free warrants as approved by shareholders in the recent AGM of DBE? Many here are anxious for this news including me since I also recently jumped on the DBE bandwagon upon hearing the warrant bonus. The share price now is dirt-chip irregardless of recent share disposal by directors and substantial shareholders like Capital Partners Pte Ltd. You can't go wrong being a supplier of KFC. Soon, Harumi chicken will be all over the place in Malaysia. After all, all of us like chicken especially in the Year of the Rooster. Well, almost all of us love chicken and eat KFC but sorry if I offend the true-blue vegans and diehard tree huggers!! Viva DBE!!
2016-11-12 23:53 | Report Abuse
OK now I get it, their (MIKROMB's) announcement on Bursa dated 28 Oct 2016:
EX-date: 22 Nov 2016
Entitlement date: 24 Nov 2016
Entitlement description: Final single tier dividend of 5% and a Special single tier dividend of 5% per ordinary shares of RM0.10 each for the financial year ended 30 June 2016
Meaning total dividend of 10% on par value of 10 sen per share. Thus, dividend is 1 sen per ordinary share. At the 11 Nov 2016 closing price of 47 sen this works out to be 1/47 x 100 = 2.1% return on investment. Relatively good return. Even if it climbs and those who enter at 50-60 sen will enjoy decent ROIs of 1.7 - 2.0 %. Decent rates of dividend but expected price appreciation of 3-28 % before dividend ex-date.
Is this not an attractive reason for us to buy MIKROMB now, apart from its good fundamentals? Unless there are reasons that are only known to those in the know and unknown to most of us resulting in the present unexciting price and volume?
2016-11-12 23:30 | Report Abuse
So since the financials of MIKROMB has been good these past few years and they regularly pay dividends this counter is a good one to buy. We should all jump in without hesitation NOW!!! The management and directors of MIKROMB seem to be doing the right thing and they know what they are doing. Their products are in a specialised field. So they should be doing well and the stock price should rise, even though for now seems to be in overall decline after being dormant for quite some time and with low trading volumes. Hope some of our learned friends here will enlighten me on the meaning of the 10% dividend (5% final and 5% special) - why a dividend in absolute sen per share is better than percentage. Also why the stock price and volume of MIKROMB do not seem to move even after the release of their annual report 2016 and announcement of the generous dividends.
2016-11-10 22:55 | Report Abuse
MIKROMB seems to seesaw on the way down even though they recently announced a dividend payment of 10% at the end of November. What is the meaning of this percent dividend and why the negative reaction from the market? Is this part of the Trump effect? Should we buy MIKROMB now just for the dividend? Maybe MIKROMB will turn out to be the one of the hidden gems of Bursa and we should enter now. Thanks in advance.
2016-10-29 16:05 | Report Abuse
Time to buy very cheap stocks now. Like Maxwell -very cheap at 2 cents. Economy is in very bad shape. All predictions going down the drain. Luckily we have a very caring and loving government. Giving us brim. Love it. Maxwell is moving up. Ayuh now, support our government by buying up cheap stocks like MAXWELL. Notice that it is moving up now.
Stock: [VSOLAR]: VSOLAR GROUP BERHAD
2017-03-29 16:38 | Report Abuse
Congrats Khatu for vsolar. You quit smtrack but today it jumped from 5 to 6-6.5 sen. I also quit smtrack and might follow you to vsolar. But now not yet follow. See development first. May the force be with vsolar. Powered by the sun.