Posted by lhoong > 2013-02-19 06:32 | Report Abuse

31 July

Posted by Thomas3886 > 2013-02-22 15:58 | Report Abuse

Thanks bro

Posted by Thomas3886 > 2013-02-22 16:06 | Report Abuse

Ihoong are you saying the dividend will be around 16%?

Posted by yipgusing > 2013-03-06 13:34 | Report Abuse

3.2 ... woo hooo

Posted by Lim AS > 2013-03-22 15:07 | Report Abuse

sudah habis upside ....

Posted by anbz > 2013-03-27 15:44 | Report Abuse

the financial not that inspiring but i guess no. 2 this kaunter boleh tahan and no 1. people like it

Posted by Koay Yi Chuan > 2013-03-27 22:39 | Report Abuse

The next quarter's financials gonna be fantastic. Likely will touch RM30mil per quarter from now on due to consolidation of GW Plastics and the synergies from leveraging GW Plastic's F&B business and Scientex's packaging capacity. F&B operation is much more lucrative than industrial packaging, thus I expect their profit margins to rise as well. Good luck!

Posted by kcchongnz > 2013-03-28 04:14 | Report Abuse

Koay,
You fat tat already oh. You should also share with us lah by writing more on potential stocks in your blog. Never mind you buy first before you write. If anybody says you trying to promote,with hidden agenda, try selling high to i3 people(does i3 has that power?) or whatever, I am going to hantam him.

Posted by Koay Yi Chuan > 2013-03-28 08:01 | Report Abuse

Hi KC,

Those with F&B exposure and pay good dividends are resilient and likely stand the current volatile markets, so they are also more preferred among investors. Right now my focus is on two counters only, Scientex and Johotin which I will hold through the elections. Not too keen on any other stocks at the moment. Johotin shares seem to be in accumulation mode and director (Lim Hun Swee) keeps buying at current levels. He has been accumulating more than RM3-4mil worth of shares over the past 4-5months around RM1.61-1.82, which partly cement my conviction on this counter.

Posted by kcchongnz > 2013-03-28 10:04 | Report Abuse

Yeah Koay,
I always believe if the insiders keep on accumulating the shares, there is only one reason he does that. Moreover, Johore Tin with Abel Dairies will have great future. It is already showing in its latest financial reports.

Posted by Ang Kee Goh > 2013-04-18 15:10 | Report Abuse

When is their next financial quarter?

Posted by keanpoh > 2013-05-22 09:53 | Report Abuse

Check this out. http://www.stocks-unleashed.com/2013/05/scientex-current-price-rm426-target.html

Posted by Koay Yi Chuan > 2013-05-25 01:06 | Report Abuse

Scientex gonna be in The Busy Weekly. Wondering if anyone read it? Mind to share Lim Peng Jin's plans for the company? I'm in HK unfortunately. Thanks!

Posted by kcfan > 2013-06-10 09:17 | Report Abuse

Breakout RM5.Wooyooo...gain.

Posted by ctyap > 2013-06-10 13:09 | Report Abuse

quarter report going to release this month

Posted by yipgusing > 2013-06-10 21:07 | Report Abuse

5.30 !!! Strong !!! ... sold and gain 80% profit !!

Posted by ctyap > 2013-06-22 21:42 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1327805

Treasures share being sold off to market to increase share liquidity again ..

Posted by Koay Yi Chuan > 2013-06-25 16:46 | Report Abuse

RM120mil per annum profit no problem, 54.5sen EPS. Capex RM50mil to expand into lucrative F&B business by acquiring machineries etc to be completed by end 2014. Will expand this segment by 50% and contribute extra RM15-20mil to the overall net profit per year.

Posted by ctyap > 2013-06-26 08:31 | Report Abuse

Koay, how you calculate extra RM15-20m from the new machine? Currently, GW Plastic contributed around RM15m net profit annually. If the machine able to increase the productivity by 50%, it only able to contribute extra RM7.5m.

Posted by Koay Yi Chuan > 2013-06-26 23:05 | Report Abuse

RM15mil annually from GW Plastics? Around RM25-30mil I think. GW Plastic 4Q recurring net income about RM7mil per quarter. Annualized it will be RM28mil. Assuming the capacity rise 50%, will be RM14mil. In addition to the synergies involved, profits should be >RM14mil.

Posted by ctyap > 2013-06-27 08:04 | Report Abuse

Based on the latest quarter report, GW Plastic only contributed around RM100m revenue and Rm3.6m net profit to Scientex for one quarter. Annualized net profit contribution will be around RM15m.

Posted by Koay Yi Chuan > 2013-06-27 10:14 | Report Abuse

2H always better than 1H historically. FY2012 recurring profit was RM23mil. Profits for 2014 is anyone's guess. Annualized profits based on just one quarter is not so accurate, myself included. I look at trends plus future prospects. GW plastics net profit: 2007:RM5.4mil; 2008:RM8.9mil; 2009:RM15.3mil; 2010:RM21mil; 2011:RM19.6; 2012:RM23mil; 2013:???; 2014:RM25-30mil?

Posted by ctyap > 2013-06-27 12:19 | Report Abuse

Okay. Thanks for the info.

Posted by ctyap > 2013-07-04 13:31 | Report Abuse

It's getting higher and higher ady

Posted by Chong Long Choo > 2013-07-07 22:11 | Report Abuse

SCIENTX – Q3 2013 Financial Report (http://www.bursamalaysia.com/market/listed-companies/company-announcements/1329893) on 25 Jun 2013

Analysis Report – http://lcchong.files.wordpress.com/2013/06/scientx-q3-2013.pdf or more (http://lcchong.wordpress.com/knowledge-sharing/)

Posted by yeetk > 2013-07-10 14:44 | Report Abuse

today the share drop $0.14. Any particular reason?

Posted by Michaelanneooi > 2013-08-13 19:09 | Report Abuse

Hidden blue chip in KLSE

Posted by weijian > 2013-08-21 11:01 | Report Abuse

Monopoly

Posted by Lim AS > 2013-09-02 22:05 | Report Abuse

if earning around 40+ cts /share which is comparable to counters like CBIP and prkcorp , then its price should be less than RM3 not 4+

Posted by hoby > 2013-09-03 10:31 | Report Abuse

my estimate would be around RM3.50, correct me if I'm wrong

Posted by Koay Yi Chuan > 2013-09-04 16:41 | Report Abuse

Where does the 40cts come from?

Posted by Lim AS > 2013-09-11 12:50 | Report Abuse

EPS is around 40 cts

Posted by ctyap > 2013-09-11 13:18 | Report Abuse

EPS should be around 50 cts this year ... and why you want to compare with CBIP and prkcorp? All 3 companies come from different industries and their market capital are in different categories.

Posted by Lim AS > 2013-09-11 21:54 | Report Abuse

whatever is , earnings r my prerogative . using bank deposit income n income derived from stocks like dividend n capital gain should always equal or higher than the earlier will be the yardstick for my investment apart from others ( potentials n prospects) likely to be counted as well.

Posted by Koay Yi Chuan > 2013-09-12 11:02 | Report Abuse

Stocks with zero dividends can be thrown out of the window then :P Stocks with little dividends due to the need for capex to ensure future growth will not be considered also? I will look at PER, ROE, future growth prospects, net assets, company's boss ownership, boss' participation, industry competition etc.

Posted by Koay Yi Chuan > 2013-09-12 11:07 | Report Abuse

Scientex will be earning at least 55c for the following year, translating into PER of less than 10x. You should compare with its peers ie Daibochi, Cenbond, Tomypak etc. CBIP dependent on projects from palm oil producers, restricted to just the SEA region whereas Scientex products are exported to the whole world. What about global demand for its products? What about currency exposure? What about the resilience against global slowdown? Are these taken into consideration?

Posted by Koay Yi Chuan > 2013-09-12 11:09 | Report Abuse

Bank deposit rate is a very very poor gauge to choose stocks. I would put it at one of the last criteria for stock investment.

Posted by Lim AS > 2013-09-12 12:08 | Report Abuse

CHEAPER SHARES WITH UPWARD POTENTIALS AND HIGH DIVIDENDS WILL BE MY CHOICE . FURTHER MORE THEIR TP'S ARE STILL FAR AWAY . THE GAIN IS MUCH HIGHER THAN THE MUCH EXPECTED RISKS MEASURED.

Posted by Lim AS > 2013-09-13 12:42 | Report Abuse

prkcorp also earning 44 cts /share n paid good dividend but its price is in the region of 2.70-2.90 ? rather cheap compared with scientx which also earning around that . But with the higher cost of electricity imminent in future , I do not think the gain in earnings will be substancial enough to justify such a good price at RM 5.00-6.00 ? this is my 2 cts analysis..

Posted by Koay Yi Chuan > 2013-09-13 17:34 | Report Abuse

Based on TA's report, Scientex earnings in the latest quarter should be more than RM40mil (So good? We'll see). Its new expansion into F&B which command way higher prices than its existing industrial packaging will increase its margins, in addition to USD strength. This kinda company should command PER of at least 12x due to recession proof business. I bet its price will reach more than RM6 by year end. Let's wait for its quarterly results which will be out by month end. Could surprise everyone :P

Posted by kcchongnz > 2013-09-13 17:41 | Report Abuse

Koay, wah you are increasingly bullish about Scientex ah? Based on TA's report?

But seriously I trust your report more. Good on you.

Posted by Koay Yi Chuan > 2013-09-13 18:05 | Report Abuse

I'm just looking at the story behind TA's upgrade. Why do they upgrade Scientex's earnings by 10% to RM123mil after contacting the management? Scientex already announced 9MFY13 of RM80mil and last minute TA upgraded forecasts when results were just 3 weeks away. This would mean RM43mil per quarter for Scientex from their initial forecast of RM30mil. So, IMO, I think the company did extremely well this quarter that prompted TA to upgrade. But RM43mil per quarter? That will be a huge increase! I will be very happy if it makes RM35mil.

Posted by Lim AS > 2013-09-19 12:32 | Report Abuse

This stock is really overpriced now?

Posted by Koay Yi Chuan > 2013-09-19 13:46 | Report Abuse

Ya. But I'm targeting it to reach RM8 in two years. I like to overprice stocks and I keep buying it.

Posted by Koay Yi Chuan > 2013-09-19 13:48 | Report Abuse

Just for your reading. Can ignore it coz it's really really overpriced now :P (pun intended). http://www.stocks-unleashed.com/2013/09/scientex-rm510-target-long-term-above.html

Posted by ctyap > 2013-09-20 14:17 | Report Abuse

Q4 traditionally higher for the pass 5 years .. Let's wait and see

Posted by ipomember > 2013-09-27 09:06 | Report Abuse

why overpriced? based on what?

Posted by Koay Yi Chuan > 2013-09-27 11:56 | Report Abuse

Ask Lim AS

Posted by ipomember > 2013-09-27 12:39 | Report Abuse

can u believe that a company with 10 years CAGR of 30+% (from 2003 to 2012), is now pegging at PE of 12? actually i haven done thorough research on this, so i just curious how does one value this share as overprice.. jz wonder only..

Posted by ipomember > 2013-09-27 12:47 | Report Abuse

lets say if i use SOP valuation, i pegged its manufacturing business at PE of 10 (daibochi has PE of 15), i pegged its property division at PE of 8(which i believe is very conservative), it simply worth up to 5.90. Of course i didnt look deep into it yet, if theres any mistake please feel free to correct me thanks