latest writeup on Vis https://klse.i3investor.com/blogs/tradeview/118584.jsp

latest writeup on EG https://klse.i3investor.com/blogs/tradeview/118584.jsp

This is an inaccurate way of valuing Rubberex. Firstly, the latest QR included a one off exceptional gain from Forex investment amounting to RM5.8 million. Otherwise, the full year Q results is almost same as the FY before with marginal improvement. Secondly, the management has already warned of margin compression due to the increase in raw material price. Hence, to value Rubberex at such a high valuation is overly aggressive, and not at all practical. Conclusion : Rubberex is close to fairly valued. It is not undervalued.

Pohuat is fundamentally sound, so nothing to be too concerned. DY is good as well.

On the contrary. I am starting to like the price point.

Well done Pohuat. Did not disappoint. Keep it up!

http://klse.i3investor.com/m/blog/tradeview/118063.jsp

On ecoworld international IPO

agree fully

i like this esp if it can continue the performance

https://klse.i3investor.com/blogs/tradeview/117578.jsp

Mandarin Version for Scope

https://klse.i3investor.com/blogs/tradeview/117496.jsp

Value pick No.6 for Tradeview

Value pick no 5 - https://klse.i3investor.com/blogs/tradeview/117303.jsp

i like this.

For Dividend Yield play, UOA is one of the better property developers out there. Recent QR their performance was lackluster as operational profits did not improve. Relied more on revaluation gain. however, in the long term, UOA is solid.

Hi all, CCK results is below par QoQ as the earlier Q was festive season. YoY it is the recent QR was a 19% improvement. Overall, the results is not good and not bad. It is intact. The downside is there is no dividend declared yet which would have supported the share price. But upside is the Management is bullish with the prospect of CCK for FY 2017. If you all want to up to date information, just join my telegram channel as I usually update there. To me, CCK is still undervalue and I maintain a hold position.

i like this too and would accummulate on weakness

Agree fully nothing to worry.

undervalued still

Well done MPI. Nearing my TP. Congrats to those onboard and also credit to shareinvestor88 for calling in 2016. I only noticed MPI falling the recent QR in January.

good to enter AYS.

http://www.theedgemarkets.com/my/article/allianz-plans-3-bil-euro-share-buyback-after-rise-profits

agreed.like this too

I would like to second the argument that margin financing shouldn't be encourage especially not for beginners. Banks do not care about the welfare of anyone but their bottomline. Additionally, investment should be about investing within your means. One should never go beyond your means as it is tantamount to borrowing money to invest.

Hi there, you pointed out correctly. That is why I didn't annualise the full the last quarter neither did I rely on the trailing 4 quarters. I took the weakest quarters, namely the 3rd & 4th and annualise the weaker quarters to be conservative in my projection of the earnings. Otherwise, the full year EPS taken to calculate would be 13.09 instead of 11.3. My conservative estimation stems from my understanding of their impending corporate exercise and debt to fund expansion.

moving strongly again today

agreed!

Dear all, as EG Industries Bhd is one my value picks for 2017 when I called at 86 sens in my article, I feel I have the responsibility to give a bit of comment to calm the nerves. For those who have read my article would know that I have already taken into account of this corporate exercise by EG. Similar to all, I am not pleased with them raising cash from shareholders again because they did a private placement back in 2015 at around 82 sens. Now they opting for rights issue + bonus at 95 sens. All these was already part of my consideration and it is no surprise. You all can read the article here.

However, I would like to say 3 things good that came out of this rights issue announcement.

1. The rights issue is set to be fixed at 95 sens which is way above the private placement in 2015. This is good because the company own internal valuation is much higher than my own expectation.
2. They also tie it in with a bonus issue, which is good because it enlarge the shares which allows more liquidity for market activity.
3. The rights issue + bonus is primarily used for business expansion and acquisition. Not to pay off debts. So to me that is a plus.
16/02/2017 10:57

However, I would like to say 3 things good that came out of this rights issue announcement.

1. The rights issue is set to be fixed at 95 sens which is way above the private placement in 2015. This is good because the company own internal valuation is much higher than my own expectation.
2. They also tie it in with a bonus issue, which is good because it enlarge the shares which allows more liquidity for market activity.
3. The rights issue + bonus is primarily used for business expansion and acquisition. Not to pay off debts. So to me that is a plus.

Dear all, as EG Industries Bhd is one my value picks for 2017 when I called at 86 sens in my article, I feel I have the responsibility to give a bit of comment to calm the nerves. For those who have read my article would know that I have already taken into account of this corporate exercise by EG. Similar to all, I am not pleased with them raising cash from shareholders again because they did a private placement back in 2015 at around 82 sens. Now they opting for rights issue + bonus at 95 sens. All these was already part of my consideration and it is no surprise. You all can read the article here. http://klse.i3investor.com/blogs/tradeview/113784.jsp

i like this

well done to all EG holders. Finally some redemption. Called it as my value pick No.2 for 2017 at 86 sens. There were many naysayers then. As it broke out of 93 sens, will move towards my first TP of RM1 and challenge. Those who have not read the article feel free to refer to the earlier write up. https://klse.i3investor.com/blogs/tradeview/115386.jsp

like this too

CAB have to break RM1.75 to challenge 52 week high and strong resistance of RM1.80

interesting

Yeah, very impressive to jump another 36 sens yesterday. I am very happy with the way Allianz is progressing thus far. Lets see if it can continue to move towards my initial TP

Value Pick No. 4 for 2017 https://klse.i3investor.com/blogs/tradeview/115380.jsp

moving strongly

moving well and need Rm1.70 support to hold

CCK back to 70 sens. To move to my revised TP of 80 sens, need to break 70 sens and turn resistance to support. http://klse.i3investor.com/blogs/tradeview/113493.jsp

Dear all, congratulations. YeeLee hit and close exactly as per the TP of RM2.68 which I called out back in Nov/Dec 2016 at RM2.30. Those who entered back when I called will be sitting on 16.5% return in 2.5 months. This is the beauty of value investing and finding undervalued gems. Enjoy the winnings

Dear all, I was just informed by my subscriber that some other goreng groups are now calling YeeLee to go to RM3. Regardless, whatever Groups arecalling out there, always remember FA stock like YeeLee which runs a solid business have its merit to be revalued / rerated. When I called out YeeLee at RM2.30, it was with sound basis that I call it as an undervalue gem. For those who have not read my article, I recommend all to have a read here. Thanks

http://www.tradeview.my/2016/11/tradeview-2016-value-pick-no-16-yeelee.html

I like both magnum and BjToto. BjToto can look to collect on weakness

looking good

I can only say because it is company with strong fundamentals which the market takes time to realise its true value. Value investing takes time. It has been downtrend for a long time before it broke the resistance line and move upwards. So it did not happen suddenly, but rather after a long consolidation.

another one that never disappoints

Well done MPI today for reaching new 4 weeks high.

Few ways for the company to improve, reduce cost structure and increase selling price. Selling price is determine by the market forces hard for the company to intervene. Only way is cost structure which CCK did by integrating the entire value chain. As a result, the profit margin increased from 2% to 3%. I am confident the coming Q, CCK wont disappoint. Many are wary because they are not familiar how to value the company following the bonus issue. If they read carefully, they will know CCK is clearly undervalued

indeed, the property sector is slow that is why most property counters are not able to perform. Having said that, this company has strong fundamentals, low gearing and strong balance sheet. Strong management. Can look to collect on weakness.

the coming QR is a make or break as it will determine whether Mflour can break out of the trading band.

If they can give 4 sens, the share price will definitely move higher as current share price only factoring in 3 sens divdend