to be fair for the management, you hold so much warrants and you are forced to exercise it - you don't have so much money in the pocket... what can you do? exercise and sell right? simple!

Someone gotta call the company to confirm the contract arrangement...

Log prices came down by the same margin. You can check that on indexmundi

regularization plan already submitted.

The water asset itself is already priced at RM2.89 per share. Of which RM1 will be distributed. Let alone other assets are worth over RM2 per share. Let's see how high this can go.

Jolie2 I have no idea how you come up with those comments lol. Puncak SOLD the business, not lost the business. Oil price down and Puncak got money to buy asset at cheap price. Finally the management already mentioned that there will be RM 1 special dividend per shares. =_=" I hope you actually sold your shares at low price lol!

Good results coming out this week!

Good results coming out this week!

hold

Petrol is a big cost item but nothing big la bro. In contracts like this the operator is allowed to pass on petrol price increase to end customer.

Just waiting for them to announce their news on new plants

tjhldog Funds can invest in ACE market, depending on what funds only. Heard that there are lotsa funds watching - in fact it was because of them OCNCASH has been going up.

Funds are buying.

Buy. =) I am still buying.

The company has recently received a lot of attention from regional funds especially through its international expansion, won't be surprised to see some new emerging substantial shareholders.

Don't think so. Number looks big only. Potential is still there. Won't be surprised if it hits 10 by year end

More like funds are buying rather than syndicate, I think we Malaysians like to assume everything is due to syndicate.

sound financials, good growth, compared to good companies like WELLCAL, PRESBHD which is already trading at 20X++PE, this is only trading around 10X, No problem going up another 15%.

Huge potential to be harvested around the ASEAN region.

still in the up channel

substantial shareholder locking in profits

It is not about the results. OSK is simply an asset play. It's current value of RHB and the property is already worth about RM 2.70. The question is, will the merger happen which will then push it to RM 3.20

Good result is share up over 30% after the result announcement. hahaha

Good results to be announced

Order book will last until 2020 =) New venture into e-commerce with high earning visibility due to the existing nature of business! Go PRIVA =)

Minor correction compared to the 28 sen increase yesterday.

Start of the 3rd wave. RIde on now, before it breaks 2.20!!!

COME ONNNN!!

once break 2.00, it will go all the way up.

Touched 0.15!! =) New high every day

Given that their order book is gonna last until 2020, really the downside risk is limited.

Yea. Announcement on their entry into e-commerce has been really exciting - given that they have been involved in similar areas, they can leverage on existing structure with speed-to-action and certainty of success.

Given that their order book is gonna last until 2020, really the downside risk is limited. This is my top choice. =)

Company profit less than 10 million, but directors' pay 3 million. dodgy.

2nd plant. expecting the revenue to double and the profit to more than double due to economic of scale =)

OSK's holding in RHB is already worth RM 2 per share. Furthermore, its other businesses are doing crazily well, with ROE well over 30%. Given this sort of margin of safety, it is almost the best thing I can ever find among the mid - large cap.

Boss Chong, gearing means a company is highly leveraged. However, a highly leveraged company is only risky to invest if it is not so cash-generative.

Hua Yang is highly cash-generative, and it is backed by its huge land-bank.

A guy who owns a house worth 1 million, owes the bank 500K (hence leverage = 100%) vs. A guy who only has RM 20000 in his bank accounts but owes the bank RM 10000 ( leverage also 100%), I don't think the first one is riskier than the 2nd one for banks to lend to.

Boss Cheah, just in case you don't know, many of the public funds are shariah compliant.

==
A company is valued based on the future cashflow, rather than just NTA. If it is just NTA then we don't need the stock chart anymore. The price will be just trading at the NTA.

It is not rumors. The famous investor Brahmal has emerged as one of the major shareholders, and throughout his investment records, most of the stock picked raised over 100%.

In fact even if we ignore the 10 sen per share guaranteed profit, SMRT still have the potential to double up with 20X FY2015 earnings.

Removing the guaranteed profit of 10 sen per share due to the ELT contract, SMRT is still trading at a PE of 7.5X - ULTRA ULTRA LOW COMPARED TO THE STANDARD EDUCATION INDUSTRY WITH PE OF OVER 20X!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

GO SMRT!! =)

32% dividend payout.

speakup, did you get hurt? Long-term buyer did not have much problem with that. The company fixed their announcement immediately, rather than hiding in and trying to fix it in the next quarter - which is what most of the other listed companies do. I see this in fact, as a good sign.

Anyway, other than that, the fundamentals of the company remain intact, and is going on very well. Good sales growth over the past few years with high ROE.

I have initiated a position, and will continue to hold.

Directors selling such a small amount is extremely normal - after all, if you are one of the major shareholders and also the director (an ethical one), the fruits from your hard work is the increase in share prices, rather than the director salary.

And to consume that fruits (by monetizing the increase in share value), you have to find a good time to offload it. Timing wise, these week would obviously be the best time, considering the share price just shot up over 20%.

For example, before the share price increase, you own RM 10 million worth of shares. After a 20% increase in share prices, it is now worth RM 12 million. Even after selling RM 50K, you still have RM 11.95 million worth of SMRT shares, and hence essentially the director has not really reduced their shareholdings.

Its recent drop in the profit is just due to deferred tax, which is just an accounting adjustment of tax liabilities, with no significant impact on the earnings potentials and cash flow.

usually I don't really care whether a company has a lot of cash because it means nothing unless the cash is in our hand. however mmode practices very transparent policy, the founder is the director, with majority shares but does not have any significant related party transactions.

It's earning is not some lousy paper earnings, but cash earnings. Free cash flow is about 100% of the earnings or more. most importantly, it has a very consistent dividend payout policy of 40%.

if we were to deduct the net cash from the market cap, the ex-cash PE ratio of 2x.

be greedy when others are fearful.

A lil over

Quarterly report to come out in a few days. The directors have been buying in. Expecting a good improvement and a rise in share price!! =)

Take a look at MMODE. Similar to FIBON IMO

I quite like KcChong's. Whenever I found sth and somehow consistent with urs i bought a lot. like this one. hahahaha.

SQUARED & CLEARED AT 2.00. SELAMAT HARI RAYA EVERYBODY!!!!