Posted by kwl8888 > 2015-07-19 09:53 | Report Abuse

Joel, no need to argue too much.
Everyone has the rights to comment.
I Look good on Minho and Mieco.
Tomorrow decide buy back Minho.

Posted by Joel > 2015-07-19 12:24 | Report Abuse

kwl8888, 我不是argue with him。
我也晓得每一个人有自由的给comment。
你去看看别的股的i3investors ，里面有这个人在里头的，
你读读下你就会知道了。

Posted by soros228 > 2015-07-19 13:32 | Report Abuse

Joel u are my idol.
The stocks that u recommended before shoot up a lot.
There are many out there still support your call.
I didn't enter both Mieco and YSP. regretting.
What are the next counters that u buying ?

Posted by kwl8888 > 2015-07-19 14:06 | Report Abuse

Joel, are you subscribe to Mr Ooi's article?

Posted by chy72 > 2015-07-19 14:53 | Report Abuse

New high?what the to?

Posted by 林俊松 > 2015-07-19 14:58 | Report Abuse

Minho or Mieco better?
Both also looks so attractive~

Posted by Joel > 2015-07-19 23:04 | Report Abuse

Minho & Mieco.

Posted by Joel > 2015-07-19 23:06 | Report Abuse

拜一凌晨（20.7.2015),进来MIECO's i3investors。

Posted by aikman > 2015-07-20 11:06 | Report Abuse

still can enter now?

Posted by hissyu2 > 2015-07-20 11:18 | Report Abuse

@soros228, me few weeks ago ady started to stalk joel liao la... no money to enter minho anyway... LOL...
BTW, how do you guys think abt homeriz?

Posted by Jayd3 > 2015-07-20 11:40 | Report Abuse

New TP by RHB .

Minho may trend higher after forming a “Bullish Engulfing” patternin its latest session. Traders may buy as a bullish bias could be present above the MYR1.63 level, with a target price of MYR1.80, followed by MYR1.94. The stock may drift sideways if it falls back below the MYR1.63 mark. In this case, further support is anticipated at MYR1.46, where traders can exit upon a breach to avoid further correction.

Posted by Jayd3 > 2015-07-20 15:54 | Report Abuse

Reached TP MRY1.8 , TP 1.94 next ^^

Posted by joel > 2015-07-20 15:59 | Report Abuse

I think able to reach rm1.85,
the next or tomorrow will be probably at rm1.90-2.00.

Posted by joel > 2015-07-20 16:18 | Report Abuse

这里有谁排队卖RM1.80？
如果大家拿掉selling vol，
我看rm1.85 是没有问题的。
大家合作，好不好？
不要酱快卖喔。

Posted by Jayd3 > 2015-07-20 16:19 | Report Abuse

RM1.80 gone lo

Posted by joel > 2015-07-20 16:21 | Report Abuse

市面上股票数量有限了了，
par value：rm1.00
Nta：rm3.03！（去哪里找喔？）
hold ！

Posted by joel > 2015-07-20 16:25 | Report Abuse

时间还有30分钟！
不多了！

Posted by KopiPeng668 > 2015-07-20 16:32 | Report Abuse

good stock , no need command ~ simpan

Posted by joel > 2015-07-20 16:32 | Report Abuse

又有谁在排队卖rm1.85？
给MINHO 破掉rm1.85 吧！

Posted by joel > 2015-07-20 16:35 | Report Abuse

terima kasih! :-)

Posted by ccp78789 > 2015-07-20 16:36 | Report Abuse

this minho really crazy...

Posted by Jayd3 > 2015-07-20 16:41 | Report Abuse

Thanks joel for ur comment , it works ..haha

Posted by joel > 2015-07-20 16:42 | Report Abuse

不是crazy,
MINHO 真真的很有它的价值。
总股票数量只是区区的109mil 而已。

Posted by ccp78789 > 2015-07-20 16:42 | Report Abuse

too bad i use all the money buy mieco..no more money for minho.

Posted by ccp78789 > 2015-07-20 16:45 | Report Abuse

joel, 我不是要危言耸听，我觉得股票数量少的公司很容易给人家炒高炒低。但是我还是希望大家都能在minho赚到钱。

Posted by joel > 2015-07-20 16:49 | Report Abuse

公司在这情况之下，
接下来BONUS ISSUE is LIKELY！

Posted by ccp78789 > 2015-07-20 16:52 | Report Abuse

应该会宣布 bonus issue和free warrant 了

Posted by joel > 2015-07-20 16:53 | Report Abuse

ccp，hold ur MIECO tightly。

Posted by fkuling > 2015-07-20 18:04 | Report Abuse

Still can enter this counter at this price?

Posted by joel > 2015-07-20 18:13 | Report Abuse

Minho的大老板不会随意乱卖掉明和股，
毕竟生意得传给下一代。

您去戏院看套很好的戏，可是戏院老板对你说，戏票剩下不多了，
人们正在排队还买不到票，老板会怎么来处理这个Demand 呢？

明和的NTA 还会增加的可能性。
未来票，不是Bonus issue ,then is share split.
买到明和票的人，少数会卖出给你。

Posted by soros228 > 2015-07-20 18:32 | Report Abuse

Dear all
I miss the boat.
Joel, u got any other good counter to recommend us?
Sigh.

Posted by yapie > 2015-07-20 18:45 | Report Abuse

soros u didnt miss anything yet...
just buy this counter now....
this counter will easily breach rm2.00...
later will see how long u can hold and wait to yield more....

Posted by Patiency > 2015-07-20 18:58 | Report Abuse

alot of ppl tp 1.85 will it drops ?

Posted by erkongseng > 2015-07-20 19:08 | Report Abuse

公司于5月公布的Q1 2015 业绩很好，赚了 1098万，Eps=10sen ,nta=rm3.03 ,保守计算
若下来Q2,Q3,Q4都有440万(EPS=4SEN),则全年可赚2418万(EPS=22SEN),公司股数为109850,000股.
现RM1.85只是PE=8.4 在交易,明显被低估了,合理的PE=12,价位=RM2.64
我的估算Q2(8月) share price=rm2.10
Q3(11月) share price=rm2.35
Q4(2月) share price=rm2.64
供参考,进出自负.

Posted by erkongseng > 2015-07-20 19:08 | Report Abuse

Minho may trend higher after forming a “Bullish Engulfing” patternin its latest session.
Traders may buy as a bullish bias could be present above the MYR1.63 level,
with a target price of MYR1.80, followed by MYR1.94.
The stock may drift sideways if it falls back below the MYR1.63 mark.
In this case, further support is anticipated at MYR1.46,
where traders can exit upon a breach to avoid further correction.

Posted by erkongseng > 2015-07-20 19:09 | Report Abuse

A)ch4ibaby 网友的分享--(谢谢他的功课)
推介股：明和 （MINHO，5576，主板工业股）

明和是家老牌木材公司，从1977年创立，至今超过38年历史。

明和拥有5大核心业务，分别是伐木、木材贸易、制造木材产品、木材加工与处理服务，以及产业发展。

为什么这家公司会吸引我？

1）从2011年的RM120M 负债，短短的两年时间2013年负债减低至RM90M，可以看见公司管理层的努力。同时在2015年Q1的季报显示，这家老牌木材公司从2006年面对巨额亏损，经历10年重组后，变成目前拥有836万保留盈利，并且2015Q1的业绩取得1099万令吉净利，比去年同期净亏－7057万，按年增加了43.33%。

2）随着第三大木材供应国孟买被禁止出口木材，间接让同属于东南亚国家的马来西亚得以提高木材出口量，而明和将是受惠者之一。由于主攻出口，欧元区国家的经济复苏以及美元的强势，将让明和的前景更加明亮。

3）根据投行的木材领域的研究报告，2015年全球原木将继续面对供不应求的情况，价格将持稳在每立方米245-255美元，因此可以排除原木价格周期的影响。

4）因为东马政府取缔当地非法伐木，导致国内木材供应减少，对在西马彭亨州的明和来说是利好。

以上的点依然存在着许多不确定因素，加上本地木材市场竞争很大、政府的严厉管制，明和未来的业绩还是存在着潜在的风险。根据最新季报，管理层对于2015Q2的业绩预测保守，并且认为次季的业绩会比首季来得缓慢。



买入原因

1）明和的总资产是4亿5734令吉，其中有1亿4215万令吉是产业资产。换算成每股净资产是RM3.03，对比股价RM1.39，属于低估。

2）以最新2015Q1业绩10仙 X 4 ＝ 全年业绩是40仙 ，打折30%后是，30仙。
预测本益比是4.03，非常低估的股价。

3）产业部门还没完全贡献盈利，在2014Q3 完成在MERU KLANG的项目，总值RM19.53Million，将会在2015年陆续反映在业绩上




4）公司摆脱亏损，未来有望派息。
5）目前只有一家投行追踪，相信这股未来会被市场发掘。



由于本人不是很会看图，只会agak agak看那个趋势线、成交量。希望有哪个大大能帮忙把把脉。



可以看到明和的趋势是上升的，每一次的股价攀升都伴随着量，平日这股是没什么成交量，但是当量来的时候就会一发不可收拾。

目前股价是攀升的局势，再配合KLCI大势利好，如果股价能够突破1.4，相信还会上探，短期可能会回跌调整，但是长期是可期的，只要配合业绩，前景是光明的。
B)MINHO 枯木再生

http://bblifediary.blogspot.com/2015/07/minho.html

自从美元兑马币走强后，带动了一些以出口为导向的上市公司的股价上扬，同时也推动了一些木材股。

正当很多人将眼光开始投向木材股时，却又一只木材股受到冷落，直到6月中才开始突然冒起，它就是MINHO（明和，5576，主板工业产品组）。

MINHO是一家老牌木材公司， 一直以从事伐木、木材贸易、生产木材产品、木材加工与处理服务业务为主。

为了将业务多元化，该公司于2011年进军产业领域。

今年首季，该公司的季报让人眼前一亮，成功取得7523万令吉的营业额和1099万令吉净利，每股净利10仙（去年同期则亏损1万9000令吉）。

美中不足的是这家公司并没有派任何股息，这是因为MINHO在过去曾经面临相当严重的亏损，导致累计亏损偏高以及现金吃紧，其累计亏损曾在2008年时一度达到6600万令吉以上。

庆幸的是该公司在近几年积极改善财务，致力去除累计亏损，终于在今年首季将所有累计亏损完全清除了，并还拥有836万令吉的累积盈利。

此外， 该公司的现金也逐渐好转，目恰拥有净现金643万令吉，相信未来MINHO在条件允许的情况下，会开始派息。

MINHO的净资产为每股RM3.03，以目前的股价来看，股价对帐面价值（P/BV）只有0.43倍，属于被低估的。

一个已经枯萎的木，竟然可以重生。

它的情形，有点类似枯木逢春的EVERGRN。

EVERGRN冲了，何时轮到MINHO？

Posted by terminator88 > 2015-07-20 21:46 | Report Abuse

Time to dump. Goreng time going to be over soon. Trade at your own risk.

Posted by turbochart > 2015-07-21 02:54 | Report Abuse

Agree...i sold oledi 170...haih...

Posted by sell > 2015-07-21 04:56 | Report Abuse

Be careful those buying now. 70sen safer buy.

Posted by hybrid2013 > 2015-07-21 10:13 | Report Abuse

It will continue till qtr result release...volatility is high due to little share units, once take profit absorb.game is on n maybe worth as per nta rm3++ or gonna be like latitude rm6 ++

Posted by joel > 2015-07-21 10:17 | Report Abuse

所以别轻易放弃您手中明和的票!

Posted by joel > 2015-07-21 10:18 | Report Abuse

Correction price 只会制作更多机会让我们购入Minho!

Posted by Xu Yu Fu > 2015-07-21 10:21 | Report Abuse

PE still low 11.97.

Posted by joel > 2015-07-21 10:28 | Report Abuse

刚刚到OSK OMS 188 SYSTEM 里头检查它们（MIECO，EVERGRN， MINHO）
的MACD 和 Parabolic SAR,

它们的trend 是一样的！

Posted by vchong616 > 2015-07-21 10:56 | Report Abuse

Will it be too high to buy in at the price of 1.8++ now?

Posted by joel > 2015-07-21 11:02 | Report Abuse

今天我在OSK OMS 188 里头发现很多投资者买入MINHO来收。
好好握紧您的票！

Posted by chosenlc > 2015-07-21 11:45 | Report Abuse

sell ur share so i can buy in low price !!

Posted by joel > 2015-07-21 12:08 | Report Abuse

买低？
等下来到2.00
才知道1.84不是低价。

Posted by vchong616 > 2015-07-21 12:28 | Report Abuse

意思是说还有上涨空间，对吗？

Posted by Vaylens Chong > 2015-07-21 12:29 | Report Abuse

等死吧！