Posted by Josh Ong > 2014-10-07 14:43 | Report Abuse

This correction is not scary... economic crisis is too early to happen now...

Posted by MarvelLady > 2014-10-07 15:05 | Report Abuse

Today T+4 for the px spike up by stockists.

Posted by Foresight123 > 2014-10-08 10:00 | Report Abuse

Now so cheap d

Posted by kaitun78 > 2014-10-08 10:33 | Report Abuse

very bad..

Posted by invester > 2014-10-08 10:38 | Report Abuse

Trying to find any news related to this counter but didnt see any. Maybe the biggest share holder is releasing some shares to the market?

Posted by Foresight123 > 2014-10-08 11:22 | Report Abuse

Ciao d... Later 0.40sen

Posted by MarvelLady > 2014-10-09 16:53 | Report Abuse

Heard Co no longer control by olh. His bro WAC took over.

Posted by tianhw > 2014-10-17 11:19 | Report Abuse

wow today market up ~ dunno will up for how long !!

Posted by tpchuayap > 2014-10-17 14:44 | Report Abuse

Happy trading..

Posted by tpchuayap > 2014-10-17 22:40 | Report Abuse

Hope to see the train continue to move to north....

Posted by Best 168 > 2014-10-24 14:58 | Report Abuse

Now come 0.845 will test 0.875

Posted by Best 168 > 2014-10-24 15:51 | Report Abuse

ROE 22%

Posted by alphajack > 2014-10-25 08:34 | Report Abuse

rm1..

Posted by koi koh > 2014-11-07 16:33 | Report Abuse

all IT stocks are flying

Posted by phye > 2014-11-10 09:28 | Report Abuse

coming....

Posted by tianhw > 2014-11-13 18:06 | Report Abuse

lol... IT stocks unrealiable... one day will go obsolete

Posted by alphajack > 2014-11-15 16:12 | Report Abuse

willow so cheap ah..lai taiko wana tapau a bit more..after results huat

Posted by koi koh > 2014-11-20 10:24 | Report Abuse

u cannot expect every q result to improve forever, increase or decrease is immaterial as long as it is still positive

Posted by L. C. Chong > 2014-11-22 16:06 | Report Abuse

WILLOW analysis - http://lcchong.wordpress.com/2014/11/22/willow-fundamental-analysis-22-nov-2014/

Posted by arthursun > 2014-11-26 19:11 | Report Abuse

Wllow normally won't perform at 3rd quarter. This year some Willow project milestone payments had been delayed to December such as LRT due to some incidents occurred. However, do check the quarter results- For 4th quarter profit/revenue will increase (proved in last few years). Don't worry, when I attended the AGM, the growth still intact and the profit this year will surpass last year as well.

Posted by vogger > 2014-12-26 12:12 | Report Abuse

isnt Ong Leong Huat counter?? He is big BUAYA. NO good impression on him after the PJDEV case.

Posted by SS661M > 2014-12-31 17:14 | Report Abuse

Pushed up by share buy back?

Posted by azlan88 > 2014-12-31 21:02 | Report Abuse

good fundamental but again OLH has his hands in this stock. Hurmm

Posted by YiStock > 2015-01-03 14:31 | Report Abuse

A review on Williow:

PARAMETERS
12/31/04 12/31/05 12/31/06 12/31/07 12/31/08 12/31/09 12/31/10 12/31/11 12/31/12 12/31/13


1) Revenue RM
33,562,191 36,358,717 39,445,000 51,937,000 51,157,000 62,001,000 54,470,000 52,160,000 83,427,000 102,611,000

2) Net Operating Profit After Tax (NOPAT)
-2,258,626 4,341,172 8,055,000 8,238,000 8,061,000 12,614,000 9,312,000 8,381,000 15,231,000 19,291,000

3) Earning Per Share (EPS) RM
-0.0091 0.0175 0.0325 0.0332 0.0325 0.0510 0.0377 0.0349 0.0632 0.0795

4) Dividen Per Share (RM)
0 0.0 0.0000 0.0100 0.0200 0.0300 0.0300 0.0250 0.0300 0.0200

5) Share Price 31 December
0.10 0.12 0.20 0.23 0.23 0.35 0.40 0.30 0.34 0.68

6) Outstanding Shares
248000000 248,000,000 248,000,000 248,000,000 247,831,749 247,585,312 246,980,734 243,606,328 243,406,600 243,406,600

7) Enterprize Value
15,103,956 17,989,526 35,669,000 44,028,000 34,925,302 94,494,736 68,094,294 43,918,898 64,002,244 140,870,488

8) EBIT

-1,457,441 5,673,971 34,490 64,713 9,988,000 15,195,000 11,578,000 10,205,000 18,212,000 23,112,000

9) EBITDA
44,315 6,413,252 575,490 579,713 10,464,000 15,732,000 12,191,000 10,810,000 18,862,000 23,866,000

Posted by YiStock > 2015-01-03 14:44 | Report Abuse

1) DUPONT's ROE (%)
-7.63% 12.93% 19.27% 17.08% 15.49% 20.90% 15.18% 13.46% 21.06% 22.39% - PASS

2) Return of Asset (%)
-6.52% 10.72% 16.96% 15.23% 13.53% 18.16% 13.62% 12.29% 18.08% 18.45% - PASS

3) Return of Invested Capital (ROIC) (%)
-14.42% 26.87% 35.22% 29.93% 81.83% 124.87% 108.44% 72.51% 97.98% 81.86% - PASS

4) Earning Yield (Magic Formula) (%)
-9.65% 31.54% 0.10% 0.15% 28.60% 16.08% 17.00% 23.24% 28.46% 16.41% - PASS

5) PE Ratio using Magic Formula
-10.36 3.17 1034.18 680.36 3.50 6.22 5.88 4.30 3.51 6.10 - PASS

6) Current Ratio
6.49 5.56 7.87 8.12 6.97 6.70 8.78 10.26 6.38 5.30 - PASS

7) Debt To Equity Ratio
0.17 0.21 0.14 0.12 0.14 0.15 0.11 0.10 0.16 0.21 - PASS


8)Asset Turn Over
0.9688 0.9677 0.8965 1.0224 0.9001 0.9609 0.7903 0.7638 1.0944 1.0870 - PASS

9) Receivable Turn Ratio (days)
160 163 191 179 129 54 53 53 51 64 - PASS

10) Inventories Turn Over (times per year)
9.62 10.13 13.86 26.60 21.26 23.97 24.16 24.75 42.98 48.40 - PASS

11) Free Cash Flow (FCF) 1,468,050 3,952,604 566,000 3,521,000 14,156,000 8,320,000 16,468,000 6,157,000 1,803,000 17,889,000 - PASS

12) Cash return on Invested Capital (CROIC):

9.37% 24.47% 2.47% 12.79% 143.70% 82.36% 191.78% 53.27% 11.60% 75.91% - PASS

13) Free Cash Flow (FCF) to Revenue:
4.37% 10.87% 1.43% 6.78% 27.67% 13.42% 30.23% 11.80% 2.16% 17.43%- PASS

14) Free Cash Flow (FCF) to short term debt
0.30 0.57 0.10 0.60 1.88 0.92 2.45 1.07 0.15 0.99 - PASS

15) Revenue Over Capex
64.60 108.23 33.06 30.86 44.37 149.04 118.93 136.90 83.01 62.04 - PASS

16) Net Income Over CAPEX
-4.35 12.92 6.75 4.89 6.99 30.32 20.33 22.00 15.16 11.66 - PASS

17) Capex Requirement (%) per dollar net earning
-23.00% 7.74% 14.81% 20.43% 14.30% 3.30% 4.92% 4.55% 6.60% 8.57% - PASS

18) Retained Earning contribute to Total Equity (%)
16.25% 26.16% 46.10% 52.77% 52.44% 59.04% 60.44% 62.52% 67.96% 72.79% - PASS

19) Share Capital Contribute To Total Equity
83.75% 73.84% 59.32% 51.41% 47.66% 41.09% 40.42% 39.83% 34.29% 28.78% - PASS

20) Current Asset to Total Asset
92.67% 94.81% 94.09% 87.89% 88.05% 86.95% 86.17% 86.38% 88.45% 91.43% - PASS

Posted by jasonjc > 2015-01-07 10:54 | Report Abuse

Hi, any directions or guide for this?
tq

Posted by YiStock > 2015-01-07 13:58 | Report Abuse

PARAMETERS
12/31/04 12/31/05 12/31/06 12/31/07 12/31/08 12/31/09 12/31/10 12/31/11 12/31/12 12/31/13

5) PE Ratio using Magic Formula
-10.36 3.17 1034.18 680.36 3.50 6.22 5.88 4.30 3.51 6.10

@0.72, the share is traded at 6.52 x of FY 13's earning.

Scenario 1:

8 x FY 13's earning, the share is POSSIBLY traded at RM 0.86

Scenario 2:

For asset-light company, 12 x FY 13's earning, the share is POSSIBLY traded at RM1.24

scenario 3:
Market Value (Share Price) Generation (per $ EPS Retained)
2.38 2.44 1.75 1.22 1.59 1.54 0.87 0.82 1.56

@ average of 1.57, the share possibility traded at RM 0.69 (already reflected).

Posted by jasonjc > 2015-01-07 14:20 | Report Abuse

thx yistock.. appreciate that.

Posted by YiStock > 2015-01-08 10:14 | Report Abuse

Sensitivity analysis for foreign currency risk

Foreign currency risk arises from Group entities with Ringgit Malaysia (“RM”) and Singapore Dollar (“SGD”) functional currencies.

A 1% strengthening of the Euro, SGD and USD against the respective functional currencies of the Group entities would have increase/(decrease) profit net of tax by the amounts shown below. This analysis assumes that all other variables, in particular interest rates, remain constant.


Group
2013 2012
RM’000 RM’000
Profit Net of tax
Euro/RM 4 9
SGD/RM 185 69
USD/RM 0 2

SGD currency has since appreciated about 5% to date against Ringgit.

Expected It translate into 185,000 x 5 = 925,000 net of tax if calculation and assumption is correct.

Posted by duitkwspkita > 2015-01-08 10:38 | Report Abuse

Dear Yistock,

Good morning to you. I like to read your comments, you are great in analysis. Thanks for sharing with us your analysis.

Hope to read more from your works.

BIG thanksssssssssss

warmest regards,
duit

Posted by YiStock > 2015-01-14 15:18 | Report Abuse

PE revisit: @ 0.76 share price

=> 6.8 x @ FY 13's EPS

Posted by oregami > 2015-01-15 11:02 | Report Abuse

This lagger finally moves.

Posted by oregami > 2015-01-16 16:00 | Report Abuse

Why this forum so quiet? Stagnant also quiet move also quiet. This stock bought by ghost?

Posted by aa111111 > 2015-01-18 13:00 | Report Abuse

Don't worry.Counter will up this Monday

Posted by aa111111 > 2015-01-19 00:12 | Report Abuse

This counter has strong cash holdings

Posted by bjax22 > 2015-01-22 07:17 | Report Abuse

Hmm.. I wonder why OSK sell 353100 willow shares. CNY maybe?

Posted by YiStock > 2015-02-06 15:09 | Report Abuse

PE revisit:
@ current 0.78, the share is traded at merely 7.15 times of FY 13's earning

Posted by aa111111 > 2015-02-14 18:52 | Report Abuse

look into this counter this Monday.ANG POW

Posted by RosmahMansur > 2015-02-25 18:34 | Report Abuse

pretax profit down 20%, dividend 2 sen

Posted by RosmahMansur > 2015-02-26 09:08 | Report Abuse

still looks good today 79sen

Posted by L. C. Chong > 2015-02-26 21:26 | Report Abuse

WILLOW analysis - https://lcchong.wordpress.com/2015/02/26/willow-fundamental-analysis-26-feb-2015/

Posted by RosmahMansur > 2015-03-03 15:23 | Report Abuse

Given a rm9.9 mil contract yesterday

Posted by TomyamGong > 2015-03-03 17:28 | Report Abuse

What contract was that rosmah? Mind to share?

Posted by RosmahMansur > 2015-03-03 18:07 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1891069

Posted by yeohyongcheng > 2015-03-07 00:05 | Report Abuse

technology is a way forward..

Posted by bowman > 2015-03-09 16:19 | Report Abuse

this counter will be profitable if u have holding power.

Posted by RosmahMansur > 2015-03-12 20:10 | Report Abuse

another big project worth rm10.6mil awarded today

Posted by submarine > 2015-03-13 07:54 | Report Abuse

I am just wonder why they do not announce the contract value in SGD since it is the subsidiary in SG that won the contract. Willow is one of the companies that will benefit from weakening ringgit as 80% of its revenue come from SG.

Posted by mirete1101 > 2015-03-13 11:00 | Report Abuse

Technical analysis: price above 3EMA line, RSI across 50%, MACD signal turn positive,volume increase ,good sign........trade at ur own risk...

Posted by chrisyap > 2015-03-15 22:36 | Report Abuse

support..