hai! a cheering day everybody

shift some to ULI

http://www.theedgemarkets.com/my/article/scgm-kinsteel-xingquan-hwang-capital-kossan-ml-global-denko-pansar

nibble on dips

Rosmah: 2.80 clear already, 3.00 by mid june

attempts clearing 2.75 hurdle

buy: strong earnings ahead

buy; strong quarterly earnings, 5 sen dividend & propose bonus issue

good gap up, more to come

buy more

stteck: 谢谢，这只是南洋商报的分析有可能受惠的公司，还有待证实。

stteck: could you please re-paste the article here.

http://klse.i3investor.com/blogs/amresearch/77122.jsp

AmResearch: Apart from Langat 2, the 11MP is focused on ramping up new water treatment plants (WTP) or upgrading existing facilities in states where water reserve margins are low (i.e. Kedah, Selangor, and Negeri Sembilan). Potential job flows include the upgrading of Kulim High Tech Industrial Park (Kedah) and Batu Kitang WTP. Similarly, the rationalisation of 3,000 small sewerage treatment plants (STPs) into regional/centralised units and formation of a National Sewerage Master Plan could kick-start a new wave of sewerage jobs. JAKS Resources could be a candidate within this space.

no argument please, market is always right.

http://www.theedgemarkets.com/my/article/azmin-state-acquire-puncak-niaga-and-syabas%E2%80%99-water-assets-mid-june

http://www.theedgemarkets.com/my/article/ifca-msc-jcy-kian-joo-favelle-favco-affin-cimb-klk-batu-kawan-and-deleum

http://www.theedgemarkets.com/my/article/ongkili-selangor-agrees-resolve-water-impasse-two-months

transit before take off

Tuan2 dan Puan2, tomorrow weather will be good for continue flying. We are on-board a long journey. Thursday will be another good day to fly because the destination will be announced……please be reminded that this is not MH370. Ha… ha… ha…

http://klse.i3investor.com/blogs/kenangaresearch/76757.jsp

QR will be out tomorrow.

TP 1.20

The Edge: Century Logistics Holdings Bhd’s net profit rose 18.2% to RM7.47 million or 2.04 sen a share for its first quarter ended March 31, 2015(1QFY15), from RM6.32 million or 1.74 sen a share a year ago, mainly due to higher activity at its procurement logistics services segment.
Revenue for 1QFY15 also increased 4.1% to RM71.92 million, from RM69.07 million in 1QFY14.
In a filing with Bursa Malaysia today, the supply chain solutions provider declared an interim dividend of one sen per share for the financial year ending Dec 31, 2015 (FY15), payable on June 17, 2015.
Century Logistics said it remains confident of its performance in FY15, despite weaker global and uncertain economic climate due largely to the dip in oil price.

SLP Resources Bhd
(May 11, RM1.04)
Maintain outperform with target price of RM1.27:
The first quarter of financial year 2015 (1QFY15) net profit of RM4.5 million came within our expectations at 23% of full-year forecast. As expected, no dividend was declared. Based on quarter-on-quarter, SLP’s top line was up by 2.6% mainly due to the improvement in the trading portion as resin price has improved on the back of a slight uptick in crude oil prices since November 2014.The quarter also enjoyed improved operating profit margins by 3.5 percentage points (ppt) to 14.6% from a better sales mix, and lower finance cost (-45%) as the group is paring down its borrowings. As a result, SLP’s net profit increased by 11.9%. Year-on-year, top line was down by 6.8% to RM41.4 million mainly due to the trading segment as res-in prices were low due to weaker crude oil prices. However, the lower cost of raw materials due to lower resin prices and SLP’s initiative to change its sales mix by increasing flexible plastic packaging products boosted profit before tax margins by 6.9ppt to 14.6%. That, coupled with lower financing cost (-50%) due to similar reasons mentioned above, helped to increase net profit by 75.9%.We find that SLP is ramping up its MaxInflex -Bags, adding an additional 1,800 tonnes per annum on top of the already planned 1,800 tonnes per annum while contributions should accrete immediately after production commences in July or August 2015.We make no changes to our
FY15/FY16 forecasts on net proceeds of RM19.4 million to RM23.9 million, while we are estimating dividend gross yields of 3% to 3.7%.Thus, we maintain “outperform” based on a targeted forward price-earnings ratio (PER) of 14.5 times on an average FY15/FY16 earnings per share of 8.8 sen. We are partially rolling forward to FY16 to better encapsulate earnings contributions from capacity enhancements in 3QFY15. Our applied PER is in line with the consumer packaging peer’s average of FY15/FY16 of 14.4 times. We like SLP for its earnings excitement and it being one of the unwarranted cheapest consumer packaging players. — Kenanga In-vestment Bank Bhd, May 11

Kenanga: TP RM 1.27

http://www.theedgemarkets.com/my/article/slp-4-1q-profit-rise-outlook

http://www.theedgemarkets.com/my/article/slp-resources-increase-capacity-and-boost-revenue

http://www.theedgemarkets.com/my/article/slp-resources-1q-net-profit-surges-7628-lower-cost

prices moving up now........

Diamond7 comment is true, good earnings, diesel price is low as at now, although the prices of petroleum has gained substantially recently but the government has kept the industry diesel price at low level.

be patient, as I heard catalysts will be out somewhere in the middle of the month. watch out for SLP also

buying call

because last year bonus issue and share split that is why dividend is low

for better under standing of dividend paid;- http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=C&source=M&securityCode=7117

final dividend 1.0 sen per share, ex-date 07.05.2015, entitlement date 11.05.2015

sold of land has not much impacted cause the recent prices gain, the catalyst yet to come later

flush out the weak holders

'nibble on dips'

any prices drop, good time to buy.

next week above 1.00