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2016-02-14 21:30 | Report Abuse
I realise this i3 forum ppl, many of them say the trend will change later.for ex,tns kerp says.drop that few weeks, and the price up.after he disappear because the vs up. Now,he come out says again...so,... for me,is very simple to do investment. first,is that the company still earn profit?@@better than previous time?@@if in your mind,answer is yes,then u invest,if u say vs coming not earning money or bankruptcy, sure sell la. One more thg, is that vs coming get more sales order?@@or nobody wan buy their product?@@So,ask yourself eps will up or not coming quater.2 nd thg,i emphasis again,buy low, sell high. For me,the main weakness for vs is cash flow.if vs can settled cash flow issues,i aldy sailang lo..
2016-02-14 11:45 | Report Abuse
So many insider news@@=="less fundamental analysis=="i m sorry for not trust this kind news,unless prove...
2016-02-13 17:23 | Report Abuse
Maybe some good news coming soon.who knows..
2016-02-13 17:18 | Report Abuse
Aiyo...only compare the currency, nobody compare sales figure, quota, profit, pe... just say currency i think is not fair.besides, is that this company in the world got ranking?@@if got ranking also say not good,then,i can concluded many stock not good lo. As mention before, i just trust report or figure.sorry to say those wat insider nrews and wat wat kyy sell, wat wat kcc effect=="..and,the last, i hv a simple theory as i know,buy low and sell high.that's all..##
2016-02-11 16:34 | Report Abuse
Anyone can tell me y drop much recently?@@report is good...
2016-02-09 13:49 | Report Abuse
I think will up soon.let results say something
2016-02-01 16:04 | Report Abuse
i just trust report n sales figure only :)
2016-01-31 18:51 | Report Abuse
yawo.not very understand.==''@@
2016-01-31 16:10 | Report Abuse
the thg is homeriz like not benefit much of this us currency?@@==''
2016-01-29 22:56 | Report Abuse
dyson 5b in?wao,means is very good ah..:)
2016-01-29 21:15 | Report Abuse
hope report fast fast out n let them c c...
2016-01-29 21:07 | Report Abuse
In fact, homeriz not get much usd, i really dun understand y around ppl keep saying bcz of usd?@@are they read the report?
2016-01-29 15:46 | Report Abuse
how come nobody care the quarter result ah?@@but, i keep looking on the report?the way i do is wrong?@@
2016-01-29 14:58 | Report Abuse
good result also drop?@@cannot be ah?
2016-01-29 14:06 | Report Abuse
sometime, mkt is out of our thinking 1.when all think like no hope, then, it will up,when many ppl buy, it may down...if these few days u play stock, u may feel that=='@@
2016-01-28 19:50 | Report Abuse
eps up 100% but tp drop >30%?laughdie me==''u know wat u say?
2016-01-28 19:45 | Report Abuse
at least, v c they start to change n some good news around. director also buy back..
2016-01-28 10:35 | Report Abuse
Director keep buying in these few days wo.u can c the previous record=="@@
2016-01-19 11:07 | Report Abuse
wao, your comment change from 1.30 to 1.40, your reaction quite fast wo.haha :)
2016-01-19 10:48 | Report Abuse
supermx, u also say today drop wat..y u suddenly say this mth end?means now not drop or wat>?
2016-01-19 10:47 | Report Abuse
excuse me, u say tmr, u forgot>?
supermx Up 3 sen shout like monkey, down 10 sen never say anything...lol....today will close low again, let's see...tomorrow will head to 1.3.
19/01/2016 10:00
2016-01-19 10:41 | Report Abuse
if today not drop , tns, pls feel shame to yourself.
supermx, if tmr not drop to 1.30, pls feel shame to yourself.
wan challenge me that?@@
2016-01-19 10:38 | Report Abuse
supermx, pls remember wat u say. if tmr not down to rm1.30, pls disappear to yourself.
supermx Up 3 sen shout like monkey, down 10 sen never say anything...lol....today will close low again, let's see...tomorrow will head to 1.3.
19/01/2016 10:00
1 more thg, tns, pls dun forgot the BAT that u say yesterday up but down, which is 100% nto correct.
pls remember wat u say tns, :
teoniaseng tomorrow will still drop!! this week drop further!!!
18/01/2016 16:53
I think wat u all say should pay as responsibility, or else like wat u all say, u should feel very shame to urself.
2016-01-18 22:15 | Report Abuse
tns, remember wat u say:
teoniaseng BAT 100% up today.
18/01/2016 15:28
my answer is :today is 100% drop. aiya tns, in fact, i try my best to trust u, but u make me feel like i m foolish...
tns, pls remember every single word u type, dun simply press ah...
2016-01-18 22:00 | Report Abuse
tns, can u accept my challenge which from tmr until july, this counter sure up>1.5 even 1.6?since u say bad counter wat...if u win, i disappear, if i win, pls disappear yourself....
2016-01-18 21:59 | Report Abuse
Remember wat u say tns:
teoniaseng tomorrow will still drop!! this week drop further!!!
18/01/2016 16:53
if not happen in tmr or this week, pls disappear to yourself ah. haha~
2016-01-18 19:07 | Report Abuse
mayb the more u earn too. bcz very close to march for warrant. report feb out.
2016-01-18 12:53 | Report Abuse
KUALA LUMPUR: DBE Gurney Resources Bhd ( Valuation: 0.90, Fundamental: 0.00), which bagged a one-year contract to supply poultry products to Kentucky Fried Chicken (KFC) last November, expects to return to the black in the financial year ending Dec 31, 2016 (FY16) by focusing on poultry processing and its new food and beverage (F&B) franchising business, which will provide better margins.
The company has also stopped supplying live poultry to focus on processed poultry products since the start of FY16.
“We will stop supplying live chickens. The profit margin for live chickens is thin as the selling price is volatile. Sometimes, we don’t have any margin at all. It’s just a volume game,” DBE Gurney managing director Alex Ding Seng Huat told The Edge Financial Daily in a recent interview.
He said the company had been incurring losses in the past few years, as its feed mill and processing plant in Setiawan, Perak, was not running at full capacity — mainly due to the low average selling price of chickens, especially the live chicken segment.
The company’s sales ratio is now 50% live chickens and 50% processed poultry products, said Ding.
As it halts the sale of live chickens, all its chickens will be going straight to its processing plant in Setiawan.
“There won’t be a decline in revenue. In fact, there will be a growth in revenue as we will supply more value-added products, such as marinated products, which fetch a higher value,” Ding assured.
The KFC job to supply poultry products to KFC restaurants in Perak (52) and Selangor (25), started on Jan 1, is expected to bring in about RM50 million in revenue for the group in FY16, according to DBE Gurney’s previous bourse announcement.
“We have been providing chickens to KFC, but this is the first time we [have] clinched a big contract like this. They have asked us to supply for other states as well, but I think we should not depend on one single large customer,” said Ding.
The RM50 million turnover expected is about 31.83% of its full-year revenue of RM157.08 million in FY14. Under the agreements inked, there is also an option to renew the deals, according to terms to be mutually agreed on.
In a note dated Nov 19, a local investment bank said if the contract with KFC can turn long-term, DBE Gurney may turn around in the near future.
Besides getting more customers locally for its processed poultry segment, DBE Gurney is also looking at exporting its premium poultry products overseas, and is eyeing the Chinese, Japanese and Kazakhstan markets.
“Our chicken has reached export standards. We have already started the application and are waiting for approvals from the authorities,” Ding shared, adding that DBE Gurney would be the first Malaysian company to export chickens to China if it gets the green light to do so.
The company currently also has a feed mill in Setiawan. At full capacity, the feed mill can produce 114,000 tonnes per year, while its processing factory can slaughter 60,000 birds per day.
The company currently has six breeder farms with total capacity of 100,000 birds per year, 11 broiler farms which can supply 10 million chickens per year, and a hatchery with six sets of incubators that can produce up to 12 million eggs per year.
Meanwhile, DBE Gurney plans to venture into the F&B business by creating its own fried chicken franchise business under the brands Gurney Fried Chicken and Harumi in FY16.
The company aims to have 30 restaurants, 3,000 kiosks and 300 mobile trucks in the next three years through franchising, according to Ding.
“For Gurney Fried Chicken, we will be partnering with a Taiwanese fried chicken company, which currently owns about 600 restaurants [in Taiwan]. They will help us develop our own brand and provide us with the technology.
“We are finalising the details of the partnership. We hope to conclude that soon,” Ding revealed, adding that the company plans to open its first fast-food restaurant in Perak by mid-2016.
2016-01-18 11:55 | Report Abuse
dun worry. short term it may drop between 1.3-1.39, which is nice chance to collect. but, I believe before july, it will up >1.6+. if u ask me y, u can c my previous post here. this is short term market sentiment, if all drop, vs drop is not surprise. 1.3-1.39 is a nice chance to accumulate.
2016-01-18 11:50 | Report Abuse
They going export to China, Japan and etc, partnering with Taiwanese. KFC also got request ask them supply more. Dbe going restructuring nw. finally turnaround soon. director also feel need to do somethg. Besides, director start buy their share also...
2016-01-17 19:57 | Report Abuse
tns:Big kaki is clever, those holding mother to entitle free warrant finally found out they lose more bcoz mother price dropped from 1.68 to 1.47. 4 mother free 1 warrant, means warrant must be 0.84 sen baru can cover back less earn of mother share (0.21 sen).
finally, this sentence is make sense. this is the reason why i not enter from rm 1.60 above. for those who want invest, i just can gv them one advise, buy low n sell high. or else, they may facing loss later. but, tns didnt put dividend in, although dividend is 2-3 cents only.
if really keep dropping, tns, how low this stock u think will drop? bcz i like to buy as low as posssible n sell as high as possible. possible below rm0.50?erm...or below rm1?
how u do the valuation? i like to heard some logic n make sense calc :)
2016-01-17 19:22 | Report Abuse
before sell out cannnot get dividend, warrant lo.unfortunately warrant aldy out for 1st day limit up rm0.305, second day up max rm0.51. in fact, i feel this warrant is a bit overvalue la. bcz listing price is rm0.005...if u say warrant price is too high, i may agree also.
2016-01-17 19:18 | Report Abuse
hi, tns, remember wat u wrote?
=>Someone told me that many VS staff heard their boss said will push the price since last Nov, then they all used up their hard earned money to buy VS shares,
and u tell me the director/boss sell out their share? in fact, only 4 ppl sell out before dec. i finally understand y they should feel upset, because before dec aldy sell out ma...haha..
Chin Siong Chong
Alternate Director 495,000.00 0.04 727,650.00 -100,000.00 -16.81 20 Oct 2015
Ling Mooi
1,500,000.00 0.13 2,205,000.00 -1,125,000.00 -42.86 08 Jul 2015
Chu Cheng Gan
Executive Director 77,850,700.00 6.73 114,440,529.00 -20,000,000.00 -20.44 13 Nov 2015
Kim Ling Beh
Executive Chairman 160,047,715.00 13.83 235,270,141.05 -50,000.00 -0.03 13 Nov 2015
detail check the link http://www.bursamarketplace.com/index.php?ch=ch_themarket&pg=pg_tm_stocksss&ac=2876&sch=ch_stocks_ownership
2016-01-17 19:07 | Report Abuse
wait ah, tns, how come i feel that u keep copy and paste the same thg 1?@@ no bullet ah?
2016-01-17 19:05 | Report Abuse
i duno monday how the chare price, i just wan to know next quarter result is good or bad only. march out report. if those very short term investor who cannot wait for march report out, then, sure cannot buy la. bcz they just look for tmr. unless u can very very sure n prove to me nx quatrer sales is not good. but this year trend is up==''
2016-01-17 19:02 | Report Abuse
sales will be increasing soon. 40% of profit will be pay as dividend.
link=>http://www.thestar.com.my/business/business-news/2015/09/05/exciting-times-for-vs/
contents as below:
Collectively, V.S. has about 30 customers, with 10 being major ones.
For the financial year ending July 31, 2016 (FY16), Beh says V.S. is hoping for a 10% to 15% growth in terms of sales and net profit.
Up to the nine months to April 30, V.S. made a net profit of RM80mil on sales of RM1.43bil compared with a net profit of RM17.1mil on sales of RM1.18bil for the same period, a year earlier.
Growth should come from repeat orders of current customers as well as fresh orders, he says, as the company banks on the economies of US and Europe continuing to gain strength.
V.S.’ customers typically give estimates about a year ahead, with confirmation coming in approximately three months in advance.
New business
“At the moment , we have confirmed orders of three months worth about RM500mil on average and are discussing with three potential customers for new business,” Beh says.
At its factories located in Senai, Johor as well as in Indonesia and China, production is running at an average of 75%, which leaves 25% of capacity to be filled.
“Once the capacity is taken up, I will build up more, I still have about 15 acres of land in Senai ...,”
V.S.’ sales trend is “steady” and “sustainable”, Beh says partly due to the quality of its products manufactured. “It’s not easy for them (customers) to switch to another OEM after being with us for some time. “
Every year, the company spends about RM30mil to RM40mil to upgrade the machinery at its factories and has scaled down its workforce from over 20,000 some 10 years ago to about 12,000 now as automation made its way into its production process.
Beh points out that the life span of his products is about 1.5 years each, which means it introduces new product models for the same customers on a relatively regular basis.
Orders are contract-based and locked in via agreements for at least a three to five year period, adding on to the element of sustainability in its business.
Besides growing organically, the company is also looking for potential merger and acquisition opportunities.
“We are considering the option of buying overseas-based OEMs which make very specialised products but there’s nothing solid on the table yet.”
V.S. has cash and cash equivalents of RM198mil not taking into account the RM80mil recently raised via a private placement. However, borrowings are higher than the total cash it has, amounting to RM381mil.
“We hope to be in a net-cash position in two to three years after paring down our borrowings, ” he says but does not disclose an exact plan for this to happen.
The company’s stock has been attracting a fair bit of attention lately, gaining more than 40% in the past three months, outperforming the benchmark FTSE Bursa Malaysia KL Composite Index, which is down over the same period.
Based on its current share price of RM6.13 and analysts’ estimates of about 22 sen in total dividends to be paid out for FY15, V.S. shareholders could get a dividend yield of close to 4% for FY15.
Up to the nine months of FY15, the company has paid out 12 sen per share in dividends to shareholders.
Notably, it has a policy of distributing at least 40% of its net profit as dividends.
At its current share price, V.S. is trading at a trailing 12 months price-earnings (PE) ratio of about 10 times.
Closest industry peer, SKP Resources Bhd is trading at a trailing PE of about 23 times.
Based on this, as well as the growth potential of the firm, Beh feels that V.S. is undervalued and should be accorded a PE of “at least 18 times”, in his own words.
In July, the company proposed a share split involving the subdivision of one existing RM1 ordinary share into five ordinary shares of 20 sen each “to enhance the marketability and trading liquidity of its shares.”
“Things are about to get more exciting for V.S., if today someone comes and makes an offer for the company, I will not sell ... it’s still my baby after all these years.”
Beh, who spends a substantial time in China these days indulging in his personal interest – hotels, of which he owns a couple – says that he already has a potential team in mind that he believes will be able to take over V.S. once he takes a backseat in the management of the company.
“V.S. is a low-profile company but we have a good story to tell.”
2016-01-17 15:59 | Report Abuse
as wat i mention, i keep reading more news and study vs this company, it seems like a good stock. of course, i know there is one big weakness of vs which is cash flow issues, if u all got read annual report. other than that, it mayb lost the keurig this client but, daison will buy from vs to recover it and some more the currency depreciated. so, i would like to heard any weakneeses of the counter or so call analysis instead of like tns talk nonse only--''
Stock: [LAGENDA]: LAGENDA PROPERTIES BERHAD
2016-02-15 21:22 | Report Abuse
No volume is good sign?@@