Posted by Joel > 2015-06-21 11:27 | Report Abuse

你这样觉得吗，jeff?

Posted by Up_down > 2015-06-21 11:58 | Report Abuse

It would drop below 1.5 when KLCI crash to 1200 points. Just a feel and no need supporting facts . wakaka.

Posted by Jeff Lim > 2015-06-22 09:26 | Report Abuse

If market sentiment still week and volume decreased...

Posted by bukithot > 2015-06-22 11:38 | Report Abuse

Need to wait for next qtr result 2 months later to push up

Posted by gnail > 2015-06-22 15:49 | Report Abuse

this stock is so hot, boiling hot, freaking hot...

Posted by Joel > 2015-06-22 18:16 | Report Abuse

还没真真热起。

Posted by woulong > 2015-06-22 18:40 | Report Abuse

funds are accumulating

Posted by Icon8888 > 2015-06-22 18:42 | Report Abuse

Ya, must be KYY Small Cap Fund

Posted by turbochart > 2015-06-22 20:52 | Report Abuse

Cold eye effect

Posted by bukithot > 2015-06-23 08:31 | Report Abuse

COLD EYE?

Posted by gnail > 2015-06-23 12:11 | Report Abuse

cold eye = 冷眼, but cold eye got buy this stock meh?

Posted by woulong > 2015-06-23 12:20 | Report Abuse

it doesn't matter, as long as fund buying push up the prices, cheers.....

Posted by bukithot > 2015-06-23 12:32 | Report Abuse

ya, my question is also cold eye got this stock meh? dun simply say ler...

Posted by woulong > 2015-06-23 12:37 | Report Abuse

bukithot: take it easy, we hold firm on this stock, I'm expecting RM3.00

Posted by Icon8888 > 2015-06-23 12:41 | Report Abuse

Same here guys !!! See you at 3.00 !!!

Posted by gnail > 2015-06-23 13:42 | Report Abuse

3块我就翻倍了，wahahahaha, gogogogo

Posted by speakup > 2015-06-23 14:06 | Report Abuse

if KYY buy.... SELLL!!!!

Posted by Joel > 2015-06-23 14:50 | Report Abuse

Buy better. I think will be more higher today.

Posted by bukithot > 2015-06-23 14:57 | Report Abuse

Okok. Ok, raise TP to RM 3 ~

Posted by Joel > 2015-06-23 15:07 | Report Abuse

应该会来到rm2.4++

Posted by Up_down > 2015-06-23 15:13 | Report Abuse

Engine has just started to catch up its peers. Go Go GO

Posted by Joel > 2015-06-23 15:17 | Report Abuse

买！

Posted by Traderi3 > 2015-06-23 15:21 | Report Abuse

Break 2.38 it will move fast.

Posted by Up_down > 2015-06-23 15:23 | Report Abuse

YSPSAH trades at PER 15.5x which is relatively cheap price comparing with its peers.

PER
Ahealth - 15x ( profit declining )
Biohdg - 19x
Caring - 20x
CCMdbio - 20x
Hovid - 24x
Kotra - 39x
Pharma - 18x

Posted by Joel > 2015-06-23 15:24 | Report Abuse

如果是我排在RM2.40 for selling， 现在我会马上去掉！

Posted by Icon8888 > 2015-06-23 15:26 | Report Abuse

Sweet sweet sweet. This stock beats my expectation. I was not expecting it to move so fast

Posted by Joel > 2015-06-23 15:35 | Report Abuse

也许今天会list in top 10 gainers 里头。

Posted by bukithot > 2015-06-23 16:12 | Report Abuse

Up_Down very good info, thanks!
Anyone here going to AGM?
Rosmah not yet back?

Posted by Joel > 2015-06-23 18:59 | Report Abuse

总而言之，买来握住就是了!

Posted by Icon8888 > 2015-06-23 19:53 | Report Abuse

This stock if the profit is good, can hold permanently. Unlike exporters, it is not so sensitive to currency fluctuation. And also not susceptible to economic downturn. This kind of stock not easy to find. Don't simply let go. Hold it until u r 70 years old.

Posted by Joel > 2015-06-23 20:52 | Report Abuse

上涨趋势受保持！

Posted by Fox New > 2015-06-23 22:27 | Report Abuse

Up_Down, mind to share how you count CCMdbio =20x?

Posted by pingdan > 2015-06-23 22:44 | Report Abuse

I'm going to the AGM at Putrajaya next Monday. Anyone going as well?

Posted by albukhary > 2015-06-24 02:39 | Report Abuse

I sold my YSPSAP d... Enough for me d.. Don't want to take extra risk.

Not dare to wait for the dividend, because recently it up too much d..

Good luck to all you guys... You take the risk to buy at this level, I wish you gain more than me.

Posted by Joel > 2015-06-24 06:42 | Report Abuse

albukhary,u may look into Harbour, Takaful too.
For me, I still hold and buy Yspsah cs Yspsah 值得买来收!

Posted by Up_down > 2015-06-24 09:26 | Report Abuse

Fox. This figure is adjusted due to dilution in EPS after right issue 1 for 1.

Posted by pingdan > 2015-06-24 10:20 | Report Abuse

bukithot: what question you wan to ask? haha

Posted by bukithot > 2015-06-24 10:48 | Report Abuse

Hi Pingdan, I treat you a meal if you can help me ask following questions. Hahaha.
If it is too much, sorry, and you may just pick the questions you interested.
TQVM!
Wish you win a lot in YSP!

Questions to Management:

1. What is current utilization rate of YSP factory? Bangi plant and Vietnam plant respectively?

2. When is target date for Indonesia plant to commence operation?
When will production from Indonesia plant start contributing to topline?

3. Any other expansion plan besides Indonesia plant?

4. What is management's target revenue for 2015? Next few years?

5. In Annual Report 2014, it is mentioned that the company won contract from Singapore government last year.
How much is the contract worth and the duration of the contract?

6. Top 30 shareholders hold > 80% of the shares, and shares are thinly traded in the past (not until recently). Would you consider bonus issue / share split to improve trading liquidity?

7. Do you have dividend policy?

8. What is prospect of the company going forward?

Not sure if below questions are appropriate:

9. Why YSPSAH distribution expenses are about 3 times higher than CCMDBIO, since both companies record similar level of revenue?

Posted by shellhouse > 2015-06-24 11:58 | Report Abuse

Hope the momentum continues.

Today target 2.5!

Posted by icon8888 > 2015-06-24 12:15 | Report Abuse

Pingdan, basically bukithot wants to ask "is the coming quarter result as chun as the latest quarter?" Thank you

Posted by Up_down > 2015-06-24 12:17 | Report Abuse

Base on the historical data, YSP's top and bottom line have grown relatively stable over the past few years. PBT was rather stagnant from year 2011 to 2013. Things change when it started entering 4Qtr 2014. PBT jumped more than 70% for the last two quarters.

Turnover
2014 - 202m
2013 - 191m
2012 - 181m
2011 - 157m
2010 - 138m

Profit Before Tax (PBT)
2014 - 25m
2013 - 22m
2012 - 20m
2011 - 19m
2010 - 12m


Turnover
31 Mar 15 - 59.3m ( + 15% )
31 Dec 14 - 54.9m ( + 13% )
30 Sep 14 - 49.8m ( + 7% )
30 Jun 14 - 46.1m
31 Mar 14 - 51.4m
31 Dec 13 - 48.8m

Profit (EPS)
31 Mar 15 - 6.98 cents ( PBT 13.2m) ( + 70% )
31 Dec 14 - 5.27 cents ) PBT 10m ) ( + 72% )
30 Sep 14 - 2.30 cents ( -27% )
30 Jun 14 - 0.72 cents
31 Mar 14 - 4.10 cents
31 Dec 13 - 3.06 cents

Posted by icon8888 > 2015-06-24 12:21 | Report Abuse

If they repeat 7 sen EPS in coming quarter, will shoot to RM3.00

Posted by pingdan > 2015-06-24 12:24 | Report Abuse

bukitot: ok i try to ask. but is alot. haha. Some of the question you listed I also wanted to ask.

Posted by Up_down > 2015-06-24 12:24 | Report Abuse

Your TP is too low. If EPS repeat 7 cents in coming Qtr, share price would fly above 3.5.

Posted by pingdan > 2015-06-24 12:24 | Report Abuse

I wan to ask about the why the profit margin improve? Is it substantiable? Is it because of automation program in bangi plant?

Posted by pingdan > 2015-06-24 12:25 | Report Abuse

maybe I will write an article on the answer. Hope I got chance to ask them

Posted by icon8888 > 2015-06-24 12:27 | Report Abuse

Up Down, my comments half finished only :

If they repeat 7 sen EPS in coming quarter, will shoot to RM3.00. If they managed to report 28 sen EPS, will go to RM4.00

Posted by pingdan > 2015-06-24 12:29 | Report Abuse

EPS28 x PE18 = RM5.04

Posted by pingdan > 2015-06-24 12:30 | Report Abuse

icon8888: gratz for earning alot on SAM and Yspsah!!

Posted by icon8888 > 2015-06-24 12:32 | Report Abuse

pingdan I small fly only. Make some money buy KFC eat