I have been buying value stocks temporarily as growth stocks like JHM and Pentamaster seem expensive now. Value stocks have not been popular this year,so they are very cheap now. Value stocks like Hexza and Engtex are good buys.
Additionally, you should buy export-oriented stocks.

http://klse.i3investor.com/m/priceTarget/39721.jsp
TP RM 1.60

The stock is expected to surge near future.
http://www.thestar.com.my/business/business-news/2017/01/30/guh-still-bullish-on-printedcircuit-board-ops/

http://www.thestar.com.my/business/business-news/2017/05/08/cimb-research-retains-overweight-on-construction-sector/

Amanahraya Trustees Berhad - Amanah Saham Bumiputera finally stopped selling the stock today. The stock is expecred to surge soon. Buy!
http://www.malaysiastock.biz/Corporate-Infomation.aspx?securityCode=2194

The CEO bought the stock today as well. Goood sign

The stock price is likely to surge tomorrow.

Stellar export growth expected to continue in Q2 http://m.thesundaily.my/node/444117

Downside risk is very limited. Buy!

Fair value RM 1.92
http://www.isaham.my/stock/hexza

http://www.isaham.my/stock/hexza
Fair value RM 1.92

http://www.isaham.my/stock/engtex
Fair value RM 2.15

http://www.thestar.com.my/business/business-news/2017/05/06/who-gains-from-bandar-malaysia-fallout/

http://www.thestar.com.my/business/business-news/2017/05/06/oil-rebound-eases-markets-us-stocks-hit-record-high/

中型公司出口贸易可增50% http://www.enanyang.my/news/20170506/中型公司出口贸易可增50/

http://www.thestar.com.my/business/business-news/2017/05/05/assets-worth-rm4pt3bil-to-be-injected-into-the-merged-iwh-iwcity/

Green Packet started off in Cupertino, California, and later moved to Malaysia. In 2005, it was listed on the Malaysia Board of Exchange. Green Packet has grown rapidly, with our systems and solutions deployed in more than 60 countries by companies such as PCCW, Time Warner Cable and Qtel.

http://www.enanyang.my/news/20170505/董事部放行br-依海城获准合并iwh/

Buy export stocks like New Hoong Fatt. The next QR should be very good.

The CEO bought the stock on Friday as well.

http://www.enanyang.my/news/20170505/董事部放行br-依海城获准合并iwh/

http://www.theedgemarkets.com/article/arul-kanda-says-important-announcement-1mdb-be-made-soon

Malaysia's March exports up 24.1% on year, imports rise 39.4% http://www.theedgemarkets.com/article/malaysias-march-exports-241-year-imports-rise-394

Malaysia's March exports up 24.1% on year, imports rise 39.4% http://www.theedgemarkets.com/article/malaysias-march-exports-241-year-imports-rise-394

Unisem' s customers are exporters.

Malaysia's March exports up 24.1% on year, imports rise 39.4% http://www.theedgemarkets.com/article/malaysias-march-exports-241-year-imports-rise-394

ced0l, Again, Ekovest is just a IWCity's sister company. That wil not have impact on Ekovest.q

Buy Ekovest tomorrow!

（吉隆坡4日讯）IWH-CREC收购大马城60%股权，由TRX城市私人有限公司单方面宣布协议失效，盛传是因为中国政府不批准中国铁路工程总公司（CREC）投资；但本报探悉，中方明天会有官员抵步洽谈。
Meaning China official will fly to KL to negotiate again.

chances Ekovest share Will UP again

（吉隆坡4日讯）IWH-CREC收购大马城60%股权，由TRX城市私人有限公司单方面宣布协议失效，盛传是因为中国政府不批准中国铁路工程总公司（CREC）投资；但本报探悉，中方明天会有官员抵步洽谈。
Meaning China official will fly to KL to negotiate again.

chances Ekovest share Will UP againny

（吉隆坡4日讯）在今年3月份连续两次涨停板的海滨城市（IWCITY），受到大马城售股计划变化影响，今明两日皆停牌，其复牌后股价走势将成为市场焦点，惟分析员认为此事件若拖累建筑领域，趁低买进机会将浮现。

分析员：或浮现低买进

大华继显研究指出，大马城股权脱售生变后，其资产可能不注入海滨城市，惊慌情绪恐怕会反映在该公司股价上。不过，一旦该事件拖累整体建筑领域走势，其实也是趁低吸纳的好机会，尤其是受影响最大姐妹公司怡克伟士。

或逆转外资涌入局面

该行分析，该事件的发生，打击了投资者对政府主导计划的信心，未来甚至会引发更多政治风险，这有可能会逆转年初至今外资不断流入的局面。

另外，大华继显表示，海滨城市的重组恐怕会延期或以除去大马城股后方式合并，这将大大减少其合并利益和估值。

该行分析，大马城资产估值约介于13亿至127亿令吉之间，若除去该资产不算，依海控股和海滨城市合并后，根据公开市场估值的土地资产仍值297亿令吉，换算为每股资产仍有5令吉10仙。

尽管如此，由于该批资产大部份都位于柔佛州，而当地产业市场低迷，该批资产价值可能会进一步下挫。

卖压沉重
怡克伟士开市跌停板

受到大马城售股生变拖累，丹斯里林刚河旗下的怡克伟士（EKOVEST，8877，主板建筑组），今早一开市股价直接跌停板，暴跌42仙或30%挂1令吉零1仙，卖压非常沉重。

稍后，投资者恐慌情绪缓和，跌幅收窄，怡克伟士全天共挫18.18%或26仙至1令吉17仙。该股交易量更是热爆全场，成交量突破2亿股，共有2亿3012万9900股易手。


林刚河其余规模较小的公司柔建（KNUSFOR，5035，主板贸服组）、林蓬岸种植（PLS，9695，主板种植组）、林叶资本（TSRCAP，5042，主板建筑组）起跌参半，则分别下跌2仙至1令吉28仙、起1仙至1令吉20仙、以及无起落，收在72仙。

综指跌幅续扩大

由于投资者对“政府工程”存有疑虑，加上马股之前涨势已过人，市场趁势采取套利行动，综指早盘一连跌破两个心里水平至1757.93点，午盘后跌幅收窄，最后以1758.67点挂收。

这当中，建筑类类股可说兵败如山倒，处于暴风圈中心点建筑指数在短短1天内下挫1.88%或6.41点至335.43点。

马股走势不佳，马币也受到美联储局今日进行议息拖累，兑美元走跌至4.3290。

林景清：卖压仅属短期
怡克伟士基本面强稳

怡克伟士董事经理拿督斯里林景清下午透过发言人回应《星洲日报》表示，他相信今天发生的卖压只是短期的事件，公司基本面依然强稳。

他呼吁投资者审视该公司旗下所有业务，就会发现所有业务营运依然十分顺利，在此时最好避免所有不必要的揣测以及专注基本面。

“怡克伟士未来展望依然十分正面，主要是公司资产和现金流依然强稳。”

他希望市场继续专注于其事业优异表现。公司创立以来皆以独立和专业的方式营运，这和公司向来秉持优良价值和吸纳优秀人才方针一致。

林景清也是林刚河的侄儿。

李兴裕：除非找到新买家
“IMDB偿债能力存疑”

中总社会经济研究中心董事李兴裕接受星洲日报访问时表示，市场情绪不安是很自然的事情，毕竟大马城脱售所得将用来偿还一个大马公司（1MDB）欠下庞大的债务，这影响了1MDB偿债能力。

“我国财政部之前才与阿布扎比国际石油公司（IPIC）和解，若大马城计划告吹，1MDB偿债能力存疑，除非该公司找到新买家。”

1MDB共发行了两批2022年到期的债券，在未来会透过旗下基金投资单位偿还债务。

询及该项目是否是受到中国资本控制升温拖累，李兴裕表示，这得视乎大马城是否是一带一路项目之一，如果这是中国政府认可的项目，应该是不会受影响才对。

关注是否影响高铁项目

他补充，大马城也是隆新高铁的指定地点之一，随着交易的告吹，是否会影响即将动工的高铁项目，这将会是市场关注重点。

他说“随着的大马城的告吹，若推测中资在参与隆新高铁项目出现挫折，这十分合理。”

达证券建筑领域分析员王明辉指出，马股今天下挫的最大原因确实是受到大马城计划告吹影响，这从建筑指数大幅度下挫就可以看出。

黄德明：不难找到新买家

Areca资本基金经理黄德明对此事看法则较为中和，他说，如果只是从企业角度来看，一项交易没办法按时付款，取消很正常。

“我觉得大马政府要找到新买家其实不会很难，如果中铁真的无法按时付款，财政部可以寻求其他中国国企或其他国家的买家。”

询及此事是否会冲击依海控股（IWH）与海滨城市的合并重组事宜，他回应，这件事情难以判断，但众所皆知海滨城市最吸引人眼球的项目就是大马城计划，如果大马城计划告吹，海滨城市是否会继续重组这会是一个问号。

依海控股在3月8日宣布，以每股1令吉50仙新股交换海滨城市股权，该项重组计划宣布后，后者的股价年初至今飙升了262%。

王明辉则断言，在海滨城市复牌后，其股价必然会大受冲击。

冲击依海控股

他说，尽管海滨城市在柔佛州有些产业项目正在进行，但是投资者选择入场追捧的主要原因，还是依海控股选择将大马城项目注入该公司。如果该交易真的被取消，该公司股价一定会受到很大冲击。

在2015年12月，CREC和依海控股同意以60%和40%比例联合收购总值74亿令吉大马城60%的股分，该项目最初由1MDB所主导，但当时该1MDB背负了130亿美元的债务，该项资产脱售被大大减轻了这家由政府担保的投资公司财政压力。

大马城项目当时计划发展结合商业和住宅的综合项目，其发展总值估计2000亿令吉，项目全部完成约需时20至25年。当时林刚河说，将建立一个辉煌的地下城，但现在该项目是否会胎死腹中，已成为全国的注目焦点。
http://www.sinchew.com.my/node/1639971/

Construction index is breaking new high.
https://markets.ft.com/data/indices/tearsheet/summary?s=KCON:KLS

Green Packet is a multibagger stock.

http://www.theedgemarkets.com/article/kronologi-asia-optimistic-fy17-expand-presence-india-sea
Very good! Buy the stock!

Wow! The Dow is so strong.

http://www.malaysiastock.biz/Company-Announcement.aspx?id=967225
final dividend

http://www.malaysiastock.biz/Company-Announcement.aspx?id=967418
Annual report

CanCan, of course. The stock price has been very stable. You can buy it for dividends.

tecpower Nasdaq opens at all-time high; Dow advances 200 points
http://www.marketwatch.com/story/nasdaq-opens-at-all-time-high-dow-advances-200-points-2017-04-24

Stocks in emerging markets like Indonesia, Russia and India rallied today!

If the stock price plummets, more investors are willing to buy the stock.It's called RHB effect

RHB effect may continue for a few days.

Even if Le Pen is selected as one of the president candidates, the stock price is not like to plummet. it has been already priced in. Her support rate has been always in the 2nd place.
Due to tax cut expectation in the US, the stock price may consolidate further.

President says he’s going to release tax plan Wednesday
https://www.bloomberg.com/politics/articles/2017-04-22/trump-tax-plan-seen-as-temporary-cut-without-border-tax-revenue

The company's earnings have not increased over 10 years. New Hoong Fatt Holdings and Success Transformer Corporation are better stocks.

KUALA LUMPUR: Maybank Investment Bank Research has raised its FY17-FY19 earnings for RCE Capital Bhd by 15-21% and also projects higher return on equity (ROEs) of 15-16% over this period.

The research house said on Thursday that the new projections were following consistently strong earnings in 3QFY3/17, aided by still robust net loans growth of about 14% on-year and net interest margin (NIM) expansion, mitigated in part by higher credit costs.

It maintained its Buy call on the counter with a higher target price of RM1.95 from RM1.60.

http://www.thestar.com.my/business/business-news/2017/02/16/maybank-ib-raises-earnings-outlook-for-rce-capital/

NEW HOONG FATT HOLDINGS BHD is a very good small cap stock.

The stock is currently trading at an unwarranted discount of 21% to its book value of RM4.96/share as at end-FY16. Based on our EPS forecast of 39.1 sen for FY17, the stock is currently trading at a P/E of 10.1x against market P/E of 16x. The stock also provides a yield of 3.6% based on a total dividend of 14 sen for FY16.
https://klse.i3investor.com/servlets/ptres/40125.jsp

The Dow consolidated due to Mnuchin's tax hint.
Buy small caps.
Nasadaq +0.92%

http://www.cnbc.com/2017/04/20/treasurys-mnuchin-were-pretty-close-to-bringing-forward-major-tax-reform.html

http://www.cnbc.com/2017/04/20/us-markets.html
Dow Jones consolidated greatly due to a tax hint.

http://www.cnbc.com/2017/04/20/us-markets.html
Dow Jones, tax hint

oversold, Buy!