Posted by paperplane2016 > 2016-01-17 23:47 | Report Abuse

Sthis is what I think also. But read from latest quarter report, they don't really benefit from it. Their customers asked for a lower selling price instead. So I guess they have no pricing power?

Posted by Icon8888 > 2016-01-17 23:51 | Report Abuse

Just a little bit concerned... PER more than 12 times... Hmmm

Posted by Ven Felix > 2016-01-17 23:52 | Report Abuse

That's why it didnt even in my wacth list .

Posted by Ezra_Investor > 2016-01-17 23:54 | Report Abuse

Low Profitability, but High Net Debt.
Inconsistent FCF is also an issue...
Plus high valuation... hmm....

Posted by Icon8888 > 2016-01-17 23:54 | Report Abuse

hmmm...

Posted by Ven Felix > 2016-01-17 23:55 | Report Abuse

SCGM are far more energetic.

Posted by calvintaneng > 2016-01-17 23:57 | Report Abuse

Look at Management report. They secured MRT construction projects in Singapore. Singapore will be building more extension lines this year. With falling crude oil & strong US & Singapore Dollars profits will improve. So be forward looking.

Posted by Ven Felix > 2016-01-17 23:57 | Report Abuse

Thay juz aint fair on price.

Posted by Ven Felix > 2016-01-17 23:59 | Report Abuse

Noted. Calvintaneng .thx for the highlight

Posted by calvintaneng > 2016-01-18 00:01 | Report Abuse

Another factor is NTA. Value can come from improved earnings & NTA. NTA now Rm1.65. At 63.5 cents there is a Rm1.00 discount.

And its assets have not been revalued yet. If revalued NTA should cross.

Another factor which meets Dr Neoh requirement is dividend.

A cow for its milk;
Bees for their honey
And a share, by golly;
For its dividend

Posted by thesteward > 2016-01-18 00:03 | Report Abuse

time for laggards to perform...nylex...
hopefully also penta

Posted by calvintaneng > 2016-01-18 00:12 | Report Abuse

One more thing.

Last time my Johor Sifu recommended Pintaras Jaya at Rm1.40.

And I gave him Kumpulan Fima at 35 cents.
Kumpulan Fima was selling at 35 cents with NTA over Rm1.00.

However, the earnings were erratic and FCF not so clear then.

When KFima became clear and certain it is no longer cheap now at Rm1.79

When things were still blur blur SKPRES Sold For 9.5 cents & few bothered.

Now that SKPRES are so popular and Clear people are chasing at Rm1.39. Already up 1,300%

5 Research Houses recommend Skpres as Top 10 picks for year 2106. Do you expect Skpres to go up another 1,000%

You must SEE beyond the now to the FUTURE PROSPECTS.

Over a short time the share market is a voting machine but over a Longer Period the Stock Market turns into a weighing machine.

Posted by calvintaneng > 2016-01-18 00:18 | Report Abuse

Should read as

If the Assets of NYLEX Are Revalued NTA Should Cross Rm2.00

And in Year 2016 More than 5 Research Houses picked SKPRES in their Top 10 Recommended Stocks.


Skpres picked by Dynaquest Sdn Bhd at only 9.5 cents in January 2009.

Now at Rm1.39, already up 1,300% a 13 baggars. Think it can go up another 1,300%?

Good night everybody.

Please invest carefully.

Regards,

Calvin

ZZZzzzz...

Posted by ckwan11d > 2016-01-18 04:49 | Report Abuse

Noted.

Posted by calvintaneng > 2016-01-18 08:49 | Report Abuse

Good morning everybody,

NYLEX Is Another Kumpulan Fima in earnings pattern.

When things were not so clear KFima was Sold at a DISCOUNT = 35 cents (Year 2009)
When things are So Visible & clear KFima sold at a Premium = Rm2.50 (Year 2012)

Below is the 10 Year Lowest & Highest Traded Prices of KFima (MARCH 2009: SPG)

YEAR.....Lowest Price.....Highest price........EPS (Earnings per share).

1999.........0.33..........2.18................-30..
2000.........0.50..........2.54................-7.7
2001.........0.30..........0.63................3.9
2002.........0.20..........0.72................-29
2003.........0.33..........0.61................2.8
2004.........0.34..........0.56................5.2
2005.........0.39..........0.61................8.2
2006.........0.45..........0.81................12.8
2007.........0.53..........0.98................11.5
2008.........0.33..........0.68................11.5
2009.........0.35..........0.46................13.0E (Expected closing price)

These are the Free Cash Flow (FCF) statistics for KFima

Year 2006 (-14.28%), 2007 (-0.86%), 2008 (NA) NA = Not Available

And The NTA for Kfima

2006 (95 cents)...2007 (Rm1.05).....2008 (Rm1.09)

Can you SEE VALUE?

In year 2008 KFima low was 33 cents with NTA of Rm1.05 (Selling at Deep discount then)

However FCF was deplorable for both years 2007 & 2008 in negative territories.

So is NYLEX

At 63.5 cents with NTA of Rm1.65

We buy Nylex for VALUE over Growth.

And with falling Crude Oil & weak ringgit Growth Will Come Into Play Now.

So When Nylex has both VALUE & GROWTH What is Nylex's FUTURE?

For that you have to make your own decision.

Have a nice day

Regards,

Calvin

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 2024-03-07 13:07 | Report Abuse

NYLEX
JAN 2016 7.9 SEN PER SHARE
7TH MARCH 2024 24 SEN PER SHARE