with the special divided in card, could salcon's share follow the share uptrend like LBS http://www.theedgemalaysia.com/business-news/254475-highlight-salcon-sells-china-water-assets.html

http://www.theedgemalaysia.com/political-news/254243-selangor-water-impasse-to-end-by-december.html

As USD is getting stronger, it is augur very well for Supermx. It PE of 8 is the cheapest among the Glove stocks and its TP upgrade to 2.82 and potential further rerate. http://www.theedgemalaysia.com/business-news/253052-affin-ib-research-upgrades-supermax-to-buy-raises-target-price-.html

weaker ringgit : http://www.theedgemalaysia.com/business-news/253109-ringgit-rm-weakens-to-33060dlr-as-us-data-boosts-tapering-chance-.html

I believe with the weakening ringgit it should augur very well for Supermx as most of its earnings are in the USD. So its Qtr report should look very good too ? comments ?

Thanks Ooi.

Thank you very much Tan KW, OTB and Kcchongz !!

Does it mean Puncak's TP can be RM18 based on FY15 ESP of 185 cent and PE of 10. Comments ?
http://www.theedgemalaysia.com/business-news/249349-oag-unit-sees-better-earnings-visibility.html

http://www.theedgemalaysia.com/business-news/249368-mid-morning-market-limited-gains-for-klci-.html
Its FY14 and FY15 ESP really Amazing which are 102 sents and 185 sents respectively. If put its PE at 10, Puncak's TP can be 18 ringgit in 2 years
http://www.theedgemalaysia.com/business-news/249349-oag-unit-sees-better-earnings-visibility.html

looks like Sime Daya 1 contract is brewing. Can it hit 0.39 today ?

thank you very much

what time (malaysian time) is the match today ?

interesting points from Pak Lah in his new book "Awakening: The Abdullah Badawi Years In Malaysia"
http://www.malaysia-chronicle.com/index.php?option=com_k2&view=item&id=141171:pak-lah-finally-exposes-dr-m-if-i-listened-to-him-msia-would-have-gone-bankrupt&Itemid=2#axzz2bFrpyjOj
http://www.themalaysianinsider.com/malaysia/article/a-time-when-utusan-malaysia-didnt-get-away-with-everything-.-
http://www.themalaysianinsider.com/malaysia/article/perkasa-not-the-model-for-malay-cause-says-pak-lah
http://www.themalaysianinsider.com/bahasa/article/buku-pak-lah-jelaskan-kenapa-beliau-sering-tertidur

I am not suprise if it closes over 0.31 today as more people sure to jump in to buy it after the holiday next monday.

looking at the active trade, is good news on Siem Daya 1 brewing ?

It seems that the T4 for the 300 million shares last week is well absorbed. Should it be more interesting this afternoon. Can it hit 0.30 today ?

Is some good news about siem daya 1 and contracts brewing ? Can it hit 0.35/0.36 today ?

Based on Hwang DBS's reseach Daya has a TP of 0.45 due to its cheap PE and it great potential. So even it hits 0.36 it still has about 30% upside. Thus it should still be considered a cheap stock compare to other O n G counters. Don't forget its siem daya 1 arrives on Aug 1st and any contract for it will warrant further rerating ( does it mean its TP should > 0.45)
http://www.theedgemalaysia.com/business-news/248572-stock-focus-daya-rises-to-near-4-yr-high-seen-as-next-oag-play.html

I think people are thinking that the sona wa should be in par with cliq wa in terms of pricing so it should still have some upside potential. Buy at your own risk.

looking at the volumn can its closing price on par with Cliq-wa today ?

I just wonder if sona-wa will close on par with cliq wa today ?

http://www.theedgemalaysia.com/business-news/247614-rhb-petronas-capex-to-drive-pantech-trading-income.html

Normally ESOS works in such a way that the employee can only sell their ESOS after one year and their ESOS can last for about 5 to 10 years. For example if I am given the ESOS for pantech at 1.09 today at Jul 24 2013 it means that I will entitle the ESOS and exercise it after Jul 24 2014 and I have the right to exercise it until 2023. What I can do after Jul 24 2014 is that I can sell the ESOS without buying the ESOS if the mother pantech share is greater than 1.09 lets say it is 2.00 by then, my profit is (2.00 - 1.09) X the number of the shares that I have entitled after a year. If I want to convert the ESOS to the mother share then I only pay 1.09 after Jul 24 2014 even though the mother share is 2.00 then. Hope this is clearer now about ESOS.

Since Vincent Tan has bought more redtone shares very recently. Does it mean that the rumour that he has a plan of injecting U mobile to Redtone could be true or this is his eventual plan to do so ?

here is the info http://klse.i3investor.com/servlets/anpth/925783.jsp

The foreign fund buying should be good for Malaysia stocks as a whole
http://www.btimes.com.my/Current_News/BTIMES/articles/20130723000303/Article/index_html

Thier result this week should be great. http://www.theedgemalaysia.com/business-news/246862-rhb-research-expects-pantech-to-report-healthy-1qfy14-results-.html

It should move much higher today. Get ready for its potential rerating next week when its result comes out. Look at how Muhibbah has been rerated http://klse.i3investor.com/blogs/kenangaresearch/33351.jsp
Don;t forget Pantech's Nautic plant has a projected 50% YOY growth in FY14.

it seems it should hv not problem crack through 1.14 today.

The counter is up due to the positive indicators as well as the AGM on Monday. Don't expect selling twm either.

as all other O n G counters have run way ahead of Pantech, it should be catching up today. Breaking 1.14 and move towards 1.20 ?

if I am not mistaken in January the quarter result was out on Jan 22nd so I guess the coming quarter result should be out around 22nd next week too. If anyone has the exact date next week, pls share.

I notice that once the O n G result meets the expectation and shows better growth in the coming quarters, the analyst will rerate the stock with higher PE and the new target price. As Pantech's results has very high chance of beating the estimated result next week. Thus asuume the analysis is rerating the stock by using the the PE of 15 (similar to other O nnf G stocks) instead of PE of 12. The new target would be 11 X 15 = 1.65.

technical wise (good MACD), the uptrend has started. It has closed at 1.35 resistance today. Tmw would have good chance to move much higher.

since it is still a laggard compare to other O n G counters. I am sure when its result come out in a week plus should be good and should be able to hit 1.20 or more. So get it ready for it and buy. So closing above 1.10 today is possible. Look at ther projected Nautic growth is 50 % YOY for FY14. Amazing !! http://klse.i3investor.com/servlets/ptres/17011.jsp

it should move up again tmw, nice MACD, OBV and is not overbought

the inari warrant is more attractive now. it is now has no premium. So tmw it should move even better than the mother share as it only expires on 2018 with the conversion price of 0.38

Muhibbah will catch up with Favco very soon as it is a cheaper proxy compare to Favco.

If it breaks 2.10 today its next target will be 2.30.

In the weekly edge on july 14, the Affin Reseach has a bullish TP 1.11 for Inari which means it has about 47 % upside. The reason is that it will be transffered to main board soon and its recent acquisition of Amerton Inc Global will give its revenue a boost of 192 %. The main potential is that the acquasition provides Inari with strong foothold in opto-electronics and fibre-optic area. Thus Inari will become a sinificant player in the EMS sector in the global mobile smart device and fibre optic industries. A good example of the strong player in the EMS sector is Gtronic who has a strong profit boost and excellent stock performance after they switched over to provide parts to the smart mobile devices. Threefore Inari should ahve great potential moving forwards.

Yes. We should be thankful to people like ooi and kcchongnz or anyone who have put effort to come out with the stock analysis. One can then use one's own decision to decide to buy or not.

Petrona's capex is good for Pantech as it is Pantech's main client too. http://www.theedgemalaysia.com/business-news/245759-cimb-research-maintains-overweight-on-o-a-g-equipment-services-.html
Thus the capex should benefit Pantech too.

Will it start moving after 4 pm ?

Base building at 1.04. Hitting 1.10 later ?

as it is an O n G laggard, once it breaks 1.04 it will go all the way to 1.10 and next 1.15

pantech to break the 1.04 wall today ?

Its MFI info looks very good, so it should have higher high soon.

it has won 171 milion contracts http://www.theedgemalaysia.com/business-news/245578-update-ahmad-zaki-wins-rm172m-contract-from-utm.html

The buying interest is getting stronger, the syndicate has to remove their fake selling queues soon. Breaking 1.04 today ?

dont buy gold, the rebound is temporary and is on the way to 1000 eventually. Buying Muhibbah is a better option longer term than gold.

some people are suppressing the shares from going up too fast to collect more cheaper shares at 1.00 before allowing it to move up.