warchest

warchest | Joined since 2015-04-23

Investing Experience Advanced
Risk Profile Moderate

i'm nibbling now because of its value

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Stock

2020-06-04 20:55 | Report Abuse

At 13.5 to 14 a good entry prices

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2020-06-04 20:54 | Report Abuse

A typical accumulation stage by big players. The only laggard highly profitable nutraceutical player in KLCI. Companies like Kotra, Pharmaniaga, Nova went up a lot after seeing impressive results. MCO is a boom for player like Bio. I believe they delayed the announcement of results to accumulate more shares before it spikes. It should take another few days max before going up higher

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2020-06-04 16:58 | Report Abuse

Nice closing today, sky is the limit for ewint. This could be a multibagger in the future

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2020-06-02 17:47 | Report Abuse

As a property investor for many years, i would not invest in Malaysian's properties now. REITs now not as lucrative as now unless is industrial REITS or healthcare REITS in Singapore. But Ewint offers lots of potentials with very low risk

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2020-06-02 17:45 | Report Abuse

FY19 revenue RM1.1 bil - PAT 0.19 bil, FY20 revenue RM2.2 bil - PAT RM0.22 - RM0.33 bil (10-15% NP margin). Market cap around RM1 bil, FY20 PE is 3 to 4x. Malaysian property market saturated or declining, UK property market is growing with BTR concept. Is a brainless valuation

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2020-05-29 14:04 | Report Abuse

Sometimes, analysts are people that can't think out of box. They couldn't understand how the business works, evolves over time. And business does intervene drastically in changing competitite and negative environment, including drastic costs cutting exercise and changing the business model. I believe it will since they are getting a big shock from reduction in air travels that contributed 70% of their profitability. But with the transformation plans are intact and current price of RM0.31, that is a bargain in long-term. Anyway, there are into insurance sector and tend to make money over the long-term.

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2020-05-27 11:05 | Report Abuse

waiting for 60 cents

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2020-05-19 09:11 | Report Abuse

funny counter, market rebounded but this never rebounded.

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2020-04-27 12:53 | Report Abuse

Last round, it dropped from 25 cents to below 10 cents was because of margin calls of William's accounts. But fundamental is intact and growth story is there. And with this pandemic, their nutraceutical products and pharmacy retail businesses should be doing well, whereby people emphasis more on building their immune system

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2020-03-16 10:30 | Report Abuse

Q1 will be badly affected due to significant drop in their travel insurance business. Most likely would be a loss

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2020-03-16 10:29 | Report Abuse

same case as AAX and Air Asia.

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2020-03-01 15:40 | Report Abuse

Ekovest got wiped out during PH. Now is a revival of glory days of Ekovest

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2020-03-01 12:52 | Report Abuse

Ekovest limit up soon. BN's brainchild

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2020-02-19 09:49 | Report Abuse

AA gave a nod for Tony to build AA brand throught sponsorships. But how does AA benefits from this since he is using the money for his own benefits. Now everyone can offset

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2020-02-18 14:59 | Report Abuse

COVID-19 and the investigations on the 2 directors are just a tip of the iceberg. Digital transformation is moving slowly, F&B segment under "Santa" is not doing well and most likely it would be a failed venture. You see in Mid Valley, the restaurant is empty. And with cancellations of flights to their core routes due to COVID-19 outbreak and and catasprophic events happening in places like Australia, their load factor would be at the record low.

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2020-02-18 14:54 | Report Abuse

Expected to post a loss of RM1.1 billion

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2020-02-12 17:50 | Report Abuse

We know many businesses for the last few years were not doing well. So is a right time to reduce to 2% OPR if possible

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2020-02-12 17:48 | Report Abuse

A cut of 0.5% point is good as stimulus to Malaysia's economy, with the last OPR of 2.25% was somewhere in 2011. Also, it will help people to increase their disposable income and also their purchasing power.

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2020-02-12 17:34 | Report Abuse

forecast PE for 2020 of RM1.40 and taking into account of sliding profitability, than PE of 10x woulld be reasonable, hence, target price would be RM14

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2020-02-06 17:12 | Report Abuse

An offset meaning that the payment to companies related to Air Asia Group. In this case, it was to the sports team that not related to Air Asia. He is acting against the fiduciary duty as the director of the Company. His role here is to enhance the value of the shareholders not causing a damage to it. As for Airbus SE case, it is already a verdict and no longer allegations. AAX already lost so much from RM1.25 to RM0.12, 90% shrink in shareholders’ value. On corporate governance matter, he and his partner should not only resign as management team but in the Board of Directors as well to avoid the interference in the on-going investigations on this. Air Asia Group should revisit and enhance their internal procedures on gifts and gratuities. SC, MAVCOM, MACC and even ministry on transportation should form a steering committee to discuss on this matter. Bear in mind, this will affect our ranking of Corruption Perception Index going forward if this is not handle in tactical manners

News & Blogs

2020-02-06 17:05 | Report Abuse

Is not an offset as the payment was to his sports team, which has nothing to do with Air Asia Group. And it was not used as a rebate or discount for Air Asia future commitments.

Stock

2020-02-06 17:02 | Report Abuse

Oversupply situation will get worse when major players complete their expansions of manufacturing lines. The Corona virus outbreak will peak soon. Number of cases and fatality rate are increasing at 28,262 with 562 deaths few hours ago. However, number of people recovered is at 1,208. Most likely would be contained within a month from now. As for those glove players, the Corona virus is just a temporary silver lining but it won't last. The oversupply situation will get worse in the future

News & Blogs

2020-02-06 11:01 | Report Abuse

He is acting against the fiduciary duty as the director of the Company. Your role here is to enhance the value of the shareholders not causing a damage to it. As for Airbus SE case, it is already a verdict and no longer allegations. AAX already lost so much from RM1.25 to RM0.12, 90% shrink in shareholders’ value. On corporate governance matter, he and his partner should not only resign as management team but in the Board of Directors as well to avoid the interference in the on-going investigations on this. Air Asia Group should revisit and enhance their internal procedures on gifts and gratuities. SC, MAVCOM, MACC and even ministry on transportation should form a steering committee to discuss on this matter. Bear in mind, this will affect our ranking of Corruption Perception Index going forward if this is not handle in tactical manners

News & Blogs

2020-02-06 11:00 | Report Abuse

He is acting against the fiduciary duty as the director of the Company. Your role here is to enhance the value of the shareholders not causing a damage to it. As for Airbus SE case, it is already a verdict and no longer allegations. AAX already lost so much from RM1.25 to RM0.12, 90% shrink in shareholders’ value. On corporate governance matter, he and his partner should not only resign as management team but in the Board of Directors as well to avoid the interference in the on-going investigations on this. Air Asia Group should revisit and enhance their internal procedures on gifts and gratuities. SC, MAVCOM, MACC and even ministry on transportation should form a steering committee to discuss on this matter. Bear in mind, this will affect our ranking of Corruption Perception Index going forward if this is not handle in tactical manners

News & Blogs

2020-02-06 10:59 | Report Abuse

No one is jealous for illegal acts, especially acting against the fiduciary duty as the director of the Company. Your role here is to enhance the value of the shareholders not causing a damage to it. As for Airbus SE case, it is already a verdict and no longer allegations. AAX already lost so much from RM1.25 to RM0.12, 90% shrink in shareholders’ value. On corporate governance matter, he and his partner should not only resign as management team but in the Board of Directors as well to avoid the interference in the on-going investigations on this. Air Asia Group should revisit and enhance their internal procedures on gifts and gratuities. SC, MAVCOM, MACC and even ministry on transportation should form a steering committee to discuss on this matter. Bear in mind, this will affect our ranking of Corruption Perception Index going forward if this is not handle in tactical manners

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2019-11-24 16:49 | Report Abuse

Coco Percy - Here you go. It was extracted from the 2019's annual report. Only depositors whose names appear in the General Meeting Record of Depositors as at 7 November 2019 shall be entitled to attend and vote at the Annual General Meeting. Hope it clarifies

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2019-11-15 20:37 | Report Abuse

But is good to have new CEO. At least now, we can see that it is getting a new lifeline

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2019-11-15 20:36 | Report Abuse

Gary Goh was the most useless CEO in Hexza. There was no achievement under his helm and the Company was on the brink of doom due to few serious scandals. It was a serious mistake to hire him. See both bottomline and topline when he was the CEO of the Company. I believe the owner's son was forced to come back to save the Company

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2019-10-24 10:06 | Report Abuse

his analysis is without substance

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2019-10-24 10:06 | Report Abuse

Probability is a joker, same as what he used to be during Heng Yuan downfall

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2019-10-23 15:11 | Report Abuse

with BM easily RM2

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2019-10-23 15:11 | Report Abuse

Even without BM, they just need a short time to move back to RM1

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2019-10-21 11:33 | Report Abuse

During the second Belt and Road Forum for International Cooperation, the Bandar Malaysia Project
in Malaysia was resumed in the presence of the prime ministers of China and Malaysia

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2019-10-21 11:33 | Report Abuse

Please don't spread false rumours for those that want to buy cheaply

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2019-10-21 11:32 | Report Abuse

http://www.ir-
cloud.com/china/601390/financial/24/EN/2019%20Interim%20Report_auBFeFB2rNEd.pdf

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2019-10-21 11:31 | Report Abuse

Development is our top priority. In the first half of 2019, amid a complex and ever-changing market environment
and severe risks, we maintained our strategic focus, stuck firmly to our development goals, and spared no effort to
seize market opportunities and further promote reform and opening-up. We continued to deepen the management
of laboratory activities, fully fulfill our social responsibilities, and strive to improve corporate governance capabilities.
New orders signed, operating revenue and recorded profits are the best among the same periods in history, which
contributed to the Company’s high-quality development. During the first half of the year, the Company made
further progress in international and domestic markets, prioritized overseas expansion, and pursued high-quality
development. The bid winning of Hungary-Serbia Railway project and key projects promoting the interconnection of
surrounding countries, such as the China-Laos Railway and Indonesian Jakarta-Bandung High-speed Railway, made
steady progress. During the second Belt and Road Forum for International Cooperation, the Bandar Malaysia Project
in Malaysia was resumed in the presence of the prime ministers of China and Malaysia. The Company has been in
the Fortune Global 500 for 14 consecutive years, ranking 55th this year. It has been deemed an A-type enterprise in
performance appraisals by the State-owned Assets Supervision and Administration Commission of the State Council
(“SASAC”) for six consecutive years, ranking 19th among Chinese central State-owned enterprises. It ranks second
among the world’s largest contractors according to Engineering News-Record (“ENR”).

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2019-10-19 18:59 | Report Abuse

No worries, my price and with at least 5% dividend per year. Is a good deal

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2019-10-19 07:05 | Report Abuse

I bought at many different entry prices. From 55 to 60 cents, now slowly reaping reward. This is the cheapest growing insurance company in Malaysia tapping on many catalysts

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2019-10-13 08:55 | Report Abuse

Tomorrow is the beginning of the good days in Ekovest. As the sole contractor with financials muscle under the helm of LKH, a major portion of the contract of BM will be given to Ekovest. BM with GDP of RM140 bil is so sizeable that it will help replenish the order book for Ekovest for at least a decade. And with all the 3 highways plus shopping mall business gaining traction, current profitably can easily up from 130 mil to 300 mill and subsequently half a billion.

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2019-10-11 21:29 | Report Abuse

Proceeds from Bandar Malaysia project to go towards reducing 1MDB debt.

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2019-10-11 21:16 | Report Abuse

Uncertainty already no longer there and BM is already confirmed. Ekovest will limit up few days

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2019-10-11 21:15 | Report Abuse

Bandar Malaysia continues. And Ekovest will become the main contractor with sizeable order book

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2019-10-09 14:45 | Report Abuse

Public Bank already showed contration in earnings for 3 of the 4 quarters. Be careful in low interest environment as it is the most expensive bank now

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2019-10-08 10:45 | Report Abuse

When Bursalord is no longer promoting this counter, this counter starts to fly

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2019-09-27 16:00 | Report Abuse

i'm targetting RM0.55 to accumulate than i will sell at 10% to 15% profit. 15% would be the maximum TP

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2019-09-26 17:02 | Report Abuse

where got cheap ? OCK is a decent company but with stretched valuation

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2019-09-12 15:12 | Report Abuse

same trend again ! damn good for trading

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2019-09-04 09:02 | Report Abuse

Never buy downtrending counter. There is always a reason why it is going down

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2019-09-01 10:30 | Report Abuse

Think of it again. Most of the corporate earnings were disastrous for the last 4 quarters. Most were in red but Ekovest is one of the outliers