If Trump doesn't do the above 2 options, but just keeps escalating the tariff threat just like he has been doing in past 1.5 years. He can practically kiss his 2020 presidency goodbye.

Almost everyone can see China is not going to give way to Trump in this trade war. I hope Trump also manage to see what most others could see, unless he cannot accept this reality.
Trump is having a dilemma. If he withdraw from this trade war, US votes will see his weakness and he will lose 2020 election. If he continues to fight, US won't win too and global economy will be dragged to recession in 2020, and he will certainly lose 2020 election.

What should Trump do now in this trade war ? He probably has 2 options :
I) He must do something very very crazy and damaging to get China to bow. I personally can't think of any except trigger a physical war with China but that is unlikely and really very very crazy.
ii) He should secretly talk to Chairman Xi to get a consensus and get a much less favourable trade deal, and then declare a "win" for USA to save face, and then focus on his election campaign.

OM Materials may just showed slight gain or even loss in Q2. I suppose that's why CMSB's stock price keeps sliding.
In spite of the negative factor on OM, CMSB's stock price now is kind of attractive...tempting.

Good company suffering in distressed period.

If u attend MI's AGM and listen to the management's growth plan in next 5 years, u would be excited.
MI is a super-growth company to ride on semiconductor and 5G wave. It is the right stock in the right industry at the right timing.

In short, things can only get better for MI in 2020.

WoW! turbo-charged momentum.
Do not forget MI came down from >RM3 due to past few quarters' relatively poor earnings, which was due to they built ATE samples for customers' trial and the new testers have not yet launched.
Presently, all stars have aligned for MI. Its new plant in Bayan Lepas also has commenced operation. Another new plant in Batu Kawan will complete probably next year. MI is on track to ride on the upcycle of semiconductor industry and 5G wave in year 2020.

Good quarterly earnings result !
I thought good earnings can only be realised from 2H19 onwards.
MI's performance in the coming 2H19 and 2020 will be better when semiconductor industry recovers and 5G gains momentum :)
MI's stock price fell from >RM3, u can see the potential upside it has.

Insiders/directors have been buying Kawan's stocks in Jun-July'19 at quite significant amount. I suppose that means the coming Apr-Jun19 quarterly result should not be too poor ?
The current price level is at new low and very tempting.

This stock has quietly gone up. The coming Q2 earnings is probably good and insiders knew that ?
Management hinted FY19 earnings will be better than FY18, I suppose their words will come true. Unimech's business partly depend on O&G industry, I suppose its FY19 earnings will be driven by improving O&G industry.

MPI seems like being forgotten, so few comments in its thread in past few months.. probably this signals it is a time to buy :)

Q2's EPS is lower QoQ but higher YoY.
There were RM0.6mil lawsuit settlement and RM0.7mil product harmonization (between Malaysia & HK) costs incurred in Q2. Those are one-time cost and are non-recurrence. Otherwise, the reported EPS in Q2 would be higher.

So today's stock price surge is bcos insiders or AWC's employees knew the contract award earlier ?
AWC is still undervalued at current price level. It should worth ~RM1 per share.
It is a net cash and consistently profitable company selling at single digit PE multiple.

The 2Q19 quarterly result for technology stocks to be announced by this end Aug'19 will mostly be poor or so-so. What we are looking forward to is 2H2019 and beyond.

The effect of 5G boom will not be seen so soon in Bursa stocks. As said, the momentum starts in 2H 2019. This means we may see gradual improvement in end Nov'19 when July-Sept'19 quarterly result is announced. The more obvious effect will be seen in year 2020 onwards.
Besides, 5G is not just benefiting smartphone related companies, many technology stocks (just refer to article above) will be benefited by this 5G wave. It is a mind-blowing technology development, otherwise, US won't be so afraid of Huawei. Who dominates 5G will nominate future technology world.

If u look at Taiwan stock market, the most bullish stocks there are 5G related.

The wave is going to be huge, the clearer effect should be in year 2020 and the momentum should start in 2H 2019.

5G is indeed the trend for near future. I have been busy buying 5G related stocks during depressed period in past few months :)

Krono achieved record high revenue and PATAMI in this quarter due to acquisition of Sandz Solutions. However, the reported EPS is so-so and lower if compared to some of the previous quarters due to new shares has issued for the Sandz acquisition.
We will know how market will react to such situation tomorrow.
I think stock price should follow EPS but not PATAMI, this means Q2 quarterly result is not really a positive factor to push stock price upwards..

I think the article above is more informative than what our local analysts have written. The analysts only stated Empire Resort has been at loss, but didn't analyse the GGR trend and etc to find out if Empire Resort has potential to breakeven in near future.

The improving GGR is quite convincing to show that Empire Resort is on the right track to breakeven. If GGR can continues to improve in quarters to come, I believe Empire Resort deal can turn from negative to positive.

Globally, there are many risks now, i.e. no-deal Brexit, HK riot, inverted yield curves, Argentina's crisis, and etc.
All the above matters would not be significant if compare to US-China trade war, which is the MOTHER of all risks. Thus, we should focus on trade war and not so much on other secondary issues. Trump won't let the trade war drag US into recession. Trump will do all he can to win the re-election.

Trump is emotional and unpredictable but he is definitely NOT stupid. A stupid person can never be a US president. By now, he should realise that China won't bow to him. He should know this fact better than us now (bcos he is not stupid).
From his decision to postpone the 10% tariff on major items to mid Dec, it is already a solid proof that he "blinked". If he cannot force China to bow to his trade request, he must find a way to settle or end this trade dispute somehow before Nov'20 re-election. One thing for sure, Trump won't let the US slips into recession before Nov'20. This is the reason and confidence I have to hold-on to stocks now.

The coming Apr-Jun19 earnings won't be "explosive" as the author claimed.
The egg production in Apr-Jun19 from Sabah farm also won't recover to 3mil eggs per day. This is because the affected Sabah farm just re-commenced operation in Mar'19 after 4-months quarantine, and DOC needs 21 weeks to mature before egg output can normalise. The full recovery for Sabah farm's egg production output should be in Oct-Dec'19 quarter.
But, bear in mind that Sabah farm is just one of the many layer farms owned by LayHong, thus its impact won't be very significant. The important point is no more culling cost will incur.

The coming Apr-Jun'19 earnings should be lower QoQ, but I suppose it won't be too bad based on the +ve factors I listed above.

Keep for ~one year (from now till end Mar'20), we should see higher stock price for LayHong in the end of one-year holding period.
The above is of course based on the condition that the world does not slip into recession by escalating trade war, or another bird disease breakout some where in Malaysia.

The elimination of negative factors in FY19 is enough to lift LayHong's FY20 earnings. The worst is over for LayHong and the performance improvement is almost certain in FY20.
The question should be asking is how much YoY improvement we can see in this new fiscal year ? The magnitude of improvement will determine the magnitude of stock price appreciation.

In FY19 (ends in Mar'19), LayHong had the worst year in past 5 years mainly due to RM15mil bird culling in Sabah farm, uptrend in corn and soya bean prices, i.e. feed cost, and operating loss in new JV NH plant.
I foresee the worst is over for LayHong and its performance is almost certain to improve in FY20 (Apr19 - Mar20) due to the following positive factors :
I) No more bird culling loss
ii) Feed cost has reduced due to recent US-China trade war
iii) The new NH Foods operation should turn loss in FY19 to gain in FY20 when new plant's utilisation rate increases and start-up cost reduces.

LayHong's shareholder needs not be too alarmed by Leong Hup's last Friday's earnings warning.

LayHong's earnings is not much impacted by broiler prices, just like Leong Hup because LayHong's main products are eggs and processed chicken products.

The elimination of negative factors in FY19 is enough to lift LayHong's FY20 earnings. The worst is over for LayHong and the performance improvement is almost certain in FY20.
The question should be asking is how much YoY improvement we can see in this new fiscal year ? The magnitude of improvement will determine the magnitude of stock price appreciation.

In FY19 (ends in Mar'19), LayHong had the worst year in past 5 years mainly due to RM15mil bird culling in Sabah farm, uptrend in corn and soya bean prices, i.e. feed cost, and operating loss in new JV NH plant.
I foresee the worst is over for LayHong and its performance is almost certain to improve in FY20 (Apr19 - Mar20) due to the following positive factors :
I) No more bird culling loss
ii) Feed cost has reduced due to recent US-China trade war
iii) The new NH Foods operation should turn loss in FY19 to gain in FY20 when new plant's utilisation rate increases and start-up cost reduces.

This means Leong Hup's last Friday's earnings warning should not be too alarmed by LayHong's shareholder.

Herbert gets the points right that LayHong's earnings is not much impacted by broiler prices, just like Leong Hup because LayHong's main products are eggs and processed chicken products.

I am just tired hearing people keeps imitating what Buffet has said, but when come to real investment world, his/her return % just doesn't stand out. What is the use to win the argument but lose in return % year after year ?
There are a lot of "investment guru" offering investment course out there, but if they show u their investment portfolio and return, some of their students may do better than them.

It is true that result speaks much louder than words.
If person A keeps talking about his/her investment theories and person B doesn't talk much ; but B's investment return is relatively higher than A's (not just one year but several years consistently). B wins. A is just a Warren Buffet wannabe but will never close to being a real Buffet.

CMSB drops probably due to management guided that the performance of OM Materials is going to be weak for FY2019 due to weakening selling prices for FeSi. OM Materials' contribution has been quite substantial in FY18, thus if OM Materials is to perform weaker, it will impact CMSB's FY19 earning performance.
AmInvest analyst has cut the profit forecast in FY19 due to the reason mentioned above.

should be able to reap ~25% stock price gain by year end, provided no trade war escalation.

Bought some.
I think the coming quarterly earnings (Q1 FY20) should be on par with previous quarter.
The US shipment suspension has been lifted, thus I expect manufacturing segment's performance will improve in FY20.
As for trading segment, I expect its FY20's performance should be at least on par with previous financial year since O&G industry remains stable and PETRONAS has increased its capex for 2019.

It's better to one day up one sen only, and then show positive earnings results by end Aug'19, and then explode.
If stock price run early before quarterly earnings announcement, I will have difficulty to decide if to hold or sell. Haha, that will be happy problem anyway if happens.

Armada's engine re-started ? Hope this time can sustain..
The best would be showing positive earnings in coming quarterly report to ensure it's stock price movement is sustainable.

A growing company with net cash but selling at PE=7+ multiple.
AWC has all the reasons to go up in stock price but it just doesn't.

I believe EWInt's earnings will improve in quarters to come due to the handover of completed units. I also have been eyeing this stock but hesitate to buy due to several concerns i have in mind. I list them down at below, maybe someone can help to advise. My concerns are :

I) UK may face a no-deal Brexit soon, especially after PM position is taking over by potential candidate, Boris Johnson. If that happens, the prospect of property market in UK and prospect of EWInt will be negatively impacted.
Although the coming quarters' earning result is certainly to improve, but market people may think the prospect in extended future would not be good if no-deal Brexit happens, and therefore dampens EWInt's stock price.

ii) EWInt is categorised in "property segment" in Bursa. There are many property companies in Bursa selling at low PE presently due to market has negative sentiment on this segment. Market may also give low PE to EWInt even when it shows higher earnings in coming quarters.

Anyone has any comments on my concerns above, pls share. Thanks.

Uzma is one of the few O&G companies that remains profitable in depressed oil price period, that is not easy and thus i think it should receive higher valuation compared to other O&G companies. It is selling at 0.44x P/BV currently, indicating that it is undervalued.

KWAP keeps disposing, I suppose this is the reason for it's declining stock price. Once KWAP stops disposing, Uzma's stock price should recover to >70sen. Subsequently, it will depend on next Q's earnings to decide which direction it's stock price will go.

I do not agree with the conclusion drawn by the author.
But, one thing the article revealed is it is an ideal time to do right issue when a company's stock price is at high level, i.e. at high PE. It is silly to raise fund when a company's stock price is at depressed level. This principle explains why Armada management keep mentioning they are not considering right issue at current junction because it is just not feasible to do so.

Although FIHB's earnings have been consistently good in last 3 quarters, it is selling at merely ~6x PE multiple. Good thing will happen to low PE stock when time is due, just hold on and wait.

I noticed that its racking system's earnings improves a lot in Jan-Mar19 quarter, and the analyst mentioned this business segment's future growth will be tremendous.
The earnings of 3 more PFPE plants have not been recognised yet. When it does, the equipment segment should also register improved earnings.
When the earnings of both business segments improve, EMetal's stock price should follow in tandem.
I suppose that's the reason AmInvest analyst dares to give 80sen per share target price, based on current <40sen stock price. That is >100% potential price appreciation.

One day praise LayHong, another day condemn its management ?

OCK is a growing company. It's tower portfolio has been increasing, especially in Myanmar. It's recurring income will keep increasing in tandem with the increased Telco tower.
OCK is the right company in right industry at right timing.
Having said so, OCK would not benefit from 5G that soon because the South-East Asia countries it operates in will not launch 5G in short term, that will take another 1-2 years. But, the future is bright.

What happens to Kawan ? It's stock suddenly surges today..
The directors have been buying in open market. Hmm...they must know what we do not know.
Kawan's new plant is ready but it will take some times for utilisation rate to go up. Probably, the new plant receive some big orders and the directors see bright prospect.