Posted by nordimohd > 2014-08-04 21:06 | Report Abuse

joerakmo, i have same opinion wth u after following azrb since 2012.....but it worth monitering cause azrb has big future potential.....

Posted by joerakmo > 2014-08-04 21:08 | Report Abuse

To each their own! Especially when we have 'limited' resources and there is an opportunity cost for the funds.Yes its discounted;but consider this: Owners control 60+% of the company but pay a paltry dividend....WHY?

Posted by i3i2i1 > 2014-08-04 21:31 | Report Abuse

ok lar.. now we monitor closely as now we have resistance to break 0.735.. consecutive 4 days higher high but too bad not all is bull bar.. but lets see this week, especially this week and next week expected to be internationally bear market....

Posted by i3i2i1 > 2014-08-04 22:21 | Report Abuse

i q to buy more tomorrow.. so pray hard some consolidate tomorrow :)

Posted by splendid_ignorance > 2014-08-04 23:09 | Report Abuse

joerakmo, to each his own indeed. My opinion is that measuring the potential of a stock based on its dividend policy isn't very accurate. A growth company (company with many capital intensive projects)do not pay dividends. Simple reason is that they need the money as capital for the projects. I do agree that it has underperformed previously but I see much potential with its steady orderbook and currently undervalued assets in its books. Hence, I reiterate that I do not believe paying a paltry dividend has any barring on how good the company is. Let's be clear AZRB is not a dividend play. Blue chips would serve that purpose better. Cheers

Posted by calvintaneng > 2014-08-04 23:30 | Report Abuse

Well said. Warren Buffet's Berkshire Hathaway & TTB's ICapBiz never pay any dividend as dividend is taxable. Warren rather reinvest all to compound interest to the maximum limit.

That's how he became No.1 for Wealth Accumulated Solely By Share Investments.

Posted by 4u2c > 2014-08-05 00:22 | Report Abuse

600 million dollar revenue /year ==== 70 cts range ..Billions of dollars of project waiting for them ?
Whats the mgt doing ? Sooooooo Slow to turn that into revenue ? Something not right....Seal, .Ideal and Zelan are shaking up the shares ...n yet this company ?? Im surprised. I re do another study esok.....getting late

Posted by calvintaneng > 2014-08-05 01:26 | Report Abuse

About to fire up like a Rocket soon! Go! Go! POWER RANGER!

Posted by 4u2c > 2014-08-05 01:29 | Report Abuse

something seriously wrong with this company.....the accounting vs what calvin wrote dont make sense....where all the money go to ? revenue is flat at 600 mil.....

Posted by calvintaneng > 2014-08-05 01:41 | Report Abuse

By the time you see clearly price would have skyrocketed like SBC Corp which I bought for 45 cents. Now rm2.20 Up over 400% or Perak Corp which I bought for 60 cents. Now almost rm3.60 Up over 600% Time to load up if you can SEE! If still cannot SEE, THEN TOO BAD LIKE THOSE WHO MISSED SBC CORP AND PERAK CORP WHEN THEY WERE ONCE SO CHEAP!

Posted by AhMoi > 2014-08-05 08:15 | Report Abuse

Bringing up the past again....

In the AZRB was screwed by its venture to the middle east big time, but that is in the past now

Hell, if you want to scare people silly, a tip here, you should mention the write down of its share capital lah


Stock: [AZRB]: AHMAD ZAKI RESOURCES BHD Aug 3, 2014 06:23 PM | Report Abuse And, of course anything more than 3 years ago is not relevant, and everyone knew already anyway, so no need to repeat




THE PAST IS THE PAST, LET BEYONCE BE BEYONCE



THIS IS THE FUTURE...

This is from Research Financials 

2013-12-31 584,977 5,689 2.05 44.64 -- 0.77 22 


Take note... PE for 2013 was 44.64 

This is from Research Price Target RHB... 


We project its net profit to surge 5x between FY13 and FY15, backed largely by improved construction profits and reduced plantation losses. 

Take note... net profit to surge 5x 


So Forward PE is 8.93 ie 44.64/5... Not high at all... Taking a PE at 12 RHB FV at 0.96 is fair OF COURCE THIS IS BEFORE FURTHER PROJECT WINS THAT AZRB IS SO GOOD AT

Posted by calvintaneng > 2014-08-05 08:45 | Report Abuse

May I add - The 18,500 Acres of Palm Oil in Indonesia is now bearing fruit. Just at RM200 yield an acre a month should translate a nice RM3.7 Millions a Month or RM44.4 Millions Per Year in its initial years.

And as palm trees mature there will be thicker fruit bunches resulting in higher and higher yield.

According to my Plantation Owners in This Business You Get To Harvest Oil Palm Fruits Every Other Week Throughout The Year!

So apart from Toll Concession, Hospital Income you have another Defensive Asset in AZRB.

Noteworthy Note:

Peter Lim The Remisier King of Singapore SOLD OFF ALL OTHER SHARES AND BOUGHT WILMAR Just Before The Lehman Brothers' Debacle.

By So Doing He Avoided The Collapse & Profited From Rising Palm Oil Prices!

So AZRB Has A Built In Defense!

AZRB Truly Stands For "A to Z RINGGIT BERHAD!"

Posted by joerakmo > 2014-08-05 08:55 | Report Abuse

Good objective discussion here.Good work and good info.Happy trading y'all!

Posted by Investeye > 2014-08-05 09:06 | Report Abuse

Look like AZRB got the power!

Posted by i3i2i1 > 2014-08-05 09:34 | Report Abuse

new high... see how far can go

Posted by winPLUSwin > 2014-08-05 09:52 | Report Abuse

Still not yet explode... ~ Need more momentum....

Posted by nordimohd > 2014-08-05 10:22 | Report Abuse

....looking the mother vs warrent volume, may b this small play done for werrent disposal

Posted by stockraider > 2014-08-05 10:27 | Report Abuse

Volume is building up.
The Tsunami is coming loh....!!
Take position....take position mah...!!

Posted by AzmiMerican > 2014-08-05 10:30 | Report Abuse

Singapore funds goring AZRB, confirmed.

Posted by calvintaneng > 2014-08-05 10:35 | Report Abuse

YES! SINGAPORE TEMASEK SOVEREIGN FUND SHOULD SAPU AZRB!

Posted by afata08 > 2014-08-05 10:42 | Report Abuse

Need advice, is worth keeping my sumatec or sell it & buy AZRB now...!!!

Posted by stockraider > 2014-08-05 10:47 | Report Abuse

Wow...breaking out Rm 0.755.....!!
Those who not sure & worried....can jump in when it breakout Rm 0.76 for fast trading monies loh......!!

For fundamental investor...AZRB is a good buy mah....!!

Posted by AhMoi > 2014-08-05 10:52 | Report Abuse

; )

Posted by i3i2i1 > 2014-08-05 10:52 | Report Abuse

keep cool.... hope not 1 day show

Posted by winPLUSwin > 2014-08-05 10:52 | Report Abuse

Fantastic ~ go go go

Posted by Lollipot Anison > 2014-08-05 10:55 | Report Abuse

volume building up

Posted by stockraider > 2014-08-05 10:57 | Report Abuse

Mayday...mayday breaking out Rm 0.76...!!
Time to jump in for a quick buck....!!

Posted by sephiroth > 2014-08-05 10:58 | Report Abuse

see...what's up there.....WOAH.....purple notes dropping from the sky..kikikikiki

Posted by AhMoi > 2014-08-05 10:58 | Report Abuse

AZRB has the best of all worlds............... FROM AAAAAAA to ZZZZZZZZZZ


Have a well kmown value investor NEOH SOON KEAN as investor

HIGH order books from govt that can last for years in hand

HIGH amount of undervalued lands and propeties in hand

Fantastic projects winning capabilities.

More projects such as NKVE etc etc etc worth billions and billions more to come

Posted by sephiroth > 2014-08-05 11:00 | Report Abuse

Posted by stay_foolish > Aug 4, 2014 10:58 PM

Azrb

Weekly Chart- Stage 3 of Market Cycle- Distribution which the price can be volatile. In Medium Term, it is expected to trade btw $0.68 and $0.82. Need to break the very Strong Resistance at $0.865 to Trend Reversal

Daily Chart- A Break Away Gap happened on 24/07. The gap has been filled due to Profit Taking and may find immediate support at $0.71. Strong Support at $0.68. In short term, it is expected to trade between $0.71 and $0.755. A break above $0.755 may test its immediate target at $0.795 /$0.835.

Posted by chloe_ts > 2014-08-05 11:01 | Report Abuse

okay, top up again at 0.755 :)

Posted by sephiroth > 2014-08-05 11:01 | Report Abuse

keyword - A break above $0.755 may test its immediate target at $0.795 /$0.835.

Posted by Lollipot Anison > 2014-08-05 11:03 | Report Abuse

Need to break 0.76 to move further.

Posted by chloe_ts > 2014-08-05 11:06 | Report Abuse

sephiroth, mind to ask what is your tp of TA? today selling a bit heavy.

Posted by sephiroth > 2014-08-05 11:09 | Report Abuse

chloe, my tp min 85

Posted by chloe_ts > 2014-08-05 11:12 | Report Abuse

sephiroth, I mean TA counter haha sorry

Posted by AhMoi > 2014-08-05 11:12 | Report Abuse

ARZB can stay for the long haul....................

Posted by chloe_ts > 2014-08-05 11:20 | Report Abuse

the azrb chart looks like classic uptrend. :)

Posted by boonchye85 > 2014-08-05 11:25 | Report Abuse

AZRB (7078)

Broke 0.73 and 0.74 resistance level. Now challenging 0.755 resistance.

Upward momentum remained intact if close above 0.755 with significant volume.

Posted by AhMoi > 2014-08-05 12:28 | Report Abuse

Source : RHB
Stock : AZRB Price Target : 0.96 | Price Call : BUY
Last Price : 0.75 | Upside/Downside : +0.21 (28.00%)



We maintain our BUY call, forecasts and FV of MYR0.96.


Ahmad Zakihas bagged a MYR185m Putrajaya building/road job. We project its netprofit to surge 5x between FY13 and FY15, backed largely by improved construction profits and reduced plantation losses. Apart from being a good small-cap proxy to public infrastructure spending, we also like the company for its concession assets and oil palm plantations.

Second key job win in FY14.Ahmad Zaki has secured from Putrajaya Resources SB a MYR185.1m contract for the construction of two office/retail blocks as well as the upgrading of Jalan Alamanda in Precinct 1, Putrajaya. This is the second key contract it has won in FY14, boosting its YTD job wins to MYR483m and its outstanding construction orderbook by 9% to MYR2.2bn (see Figure 1). Assuming an EBIT margin of 5%, the contract would fetch MYR9.3m in EBIT over a 28-month contract period. We are positive on this development.

Forecasts. We maintain our forecasts, as we have assumed contract wins of MYR500m for Ahmad Zaki in FY14.

Risks.These include: i) construction contract wins in FY14-15 falling short of our assumption of MYR500m per annum, and ii) an escalation in input costs.

Maintain BUY. Ahmad Zaki is a good small-cap proxy to public infrastructure spending given its involvement in the construction of the Klang Valley MRT project and various government facilities. Its current outstanding construction orderbook of MYR2.2bn (that can already last for 2-3 years) could surge by more than 70% to MYR3.8bn when the MYR1.55bn East Klang Valley Expressway (EKVE) hits the ground over the immediate term. We also like the company for its stable of concession assets comprising a highly profitable bunkering operation at the Kemaman Supply Base in Terengganu, the International Islamic University of Malaysia (IIUM) Teaching-Hospital which is under construction (26% completed) and the EKVE which is currently under planning. In addition, there is tremendous value in its 21,000-ha oil palm plantations (23% planted) in West Kalimantan, Indonesia.

Our SOP based FV is unchanged at MYR0.96 (see Figure 2).




Source: RHB

Posted by AhMoi > 2014-08-05 12:29 | Report Abuse

http://klse.i3investor.com/servlets/ptres/24224.jsp

Posted by sephiroth > 2014-08-05 14:44 | Report Abuse

must close above 75.5 to fly loh

Posted by winPLUSwin > 2014-08-05 15:01 | Report Abuse

above 75.5 ct should be ok... next to test 0.815~

Posted by AhMoi > 2014-08-05 15:10 | Report Abuse

no need to rush.... closing above 0.73, at lot of stale bulls are already very happy and tons of fresh bulls have came in


0.73 was very strong resistance previously, now turned strong support


to fly a matter of time as tons of fresh bulls have also came in at 0.75

Posted by AhMoi > 2014-08-05 15:14 | Report Abuse

0.77.... you have got to believe it ....

Posted by i3i2i1 > 2014-08-05 15:15 | Report Abuse

nice nice! sold my wa for now..

Posted by liangchai > 2014-08-05 15:15 | Report Abuse

told d. 4pm limit up

Posted by AhMoi > 2014-08-05 15:17 | Report Abuse

BIG BRO was planning to push 2 weeks before the release of the latest Q result

now, BIG BRO also already in...

Posted by winPLUSwin > 2014-08-05 15:21 | Report Abuse

Lai liao... don't stop... keep on. ~

Posted by AzmiMerican > 2014-08-05 15:24 | Report Abuse

Singapura funds push and push tak henti henti..