Today's tekseng is in an industry that will see it price going up and up. Of course in between it will pause. Being in the right business the days ahead are indeed sweet and juicy. 2016 will see this counter doing wonders. Hold tight friends and enjoy the ride.
Hi ! guys , i like Green tech theme in 2016; So, juz bit of my Gem digging materials whish to share with u guys & girls here. Tekseng is 1 of my favorite counter as well.
Hidden Gem due to its underrepresented industry. Shall see very steady capital appreciation through 2016. Explosive and improving quarter results will see this stocks to pass RM1.50, which I deem as fairly valued by then.
Solar and Wind Just Did the Unthinkable Cheap oil and gas couldn't stop another record year for renewables, or a turning point for energy investment. http://bloom.bg/1KeCJz6
JHM COSOLIDATION BERHAD ( ACE ) @ $0.45 / P.e. 11.7 / Roe. 14.5 / Shares 1.23 mil lots / Market cap $55 mil
I BELIEVE
Bull Born On Pessimistic, Rise on Skeleton...
MY QUICK THOUGHT
1. ( In searching my 2016 Sweets spot ), i was same like u here, try very best to figure it out. As often, always retaining some 30+ counters in my pools. 2. ( Theme ? - Green/Broadband tecnologies e.g. Solar power, Led, Biomass,Wi-fi ), its a must to furthur guide me into it. Only want to discuss Automotive LED here; [ i was inspired by Icon8888 article on micro elect. and Automotive LED manufacturer.] 3. ( Targeting Counter ; JHM / D&O , Tekseng ) only want to discuss JHM here.
COMMENTARY ON AUTO LED
1. Taiwan,China & Japan foreign fund seriously tap into ,Malaysia through M&A e.g. Tekseng / D&o ..... 2. Global LED to grow into USD 63 Bil in 2020, from currently USD 18 Bil in 2015 . THIS PLOT ARE BOOMING LIKE HOT CAKE 3. Not yet on any fund manager radar yet, JHM is a ACE board counter. 4. Main Board counter D&O, has a rating of 15FY x 37 P.e. by PBB . ( D&O, has the most close segment with JHM ) 5. Gentle remind here; consumer LED are having intensively competition, While D&O has slowly out from it and reap high into AUTOMOTIVE-INTERIOR LED and resulting D&O - 3rd Qtr 2015 vs 3rd Qtr 2014 propelled to 34% growth ; D&O is expected to achieve admirable earnings growth of 30%-40% over the next 2 years . JHM has tap into the AUTOMOTIVE- EXTERNAL HB LED which expected to do very well actually will enjoying highest margin amongts other divison of LED .
>>> JHM ( Financial Basic )
Revenue : Rm 149.0 mil , projected annualisation result (strongest ever) Profit to Share Holders : Rm 6.3 mil , Ditto ( Most profittable year ) Earning per share : Rm 0.0513 cent, Ditto ( Shud me more ) [ can refer it from here; http://klse.i3investor.com/servlets/stk/fin/0127.jsp ]
JHM ,has been detected by CHAN SIFU 's ATM Software, Dated 14-Jan-2016 Note : Whoever familiar with Chan Sifu Chart, will want to check for the 'Water Line - in white color' plotting. '' SIFU SAY JHM IS D FUTURE EXPLOSIVE STOCK WOR '' I'll nout doubt that, if read with 10 yrs duration chart, u will be able to find CUP. hehe [ http://chansifu8.blogspot.my/2016/01/blog-post_14.html ]
Summary : a. JHM has been consolidating for 6 mths after surging to its peak at $0.565 from $0.185 within 2 monts time.Then,JHM traded ranging from $0.35 - 0.50 during Aug'15 to Jan'16 . [ Sign of ACCUMULATION, d longer it stay that way; the greater it going to explode ]
b. MACD Divergence perfectly Neutral; But, the Histogram start rounding up and turning from red to green color, its about to POISED TO NEW UPTRENDING. pls click to enlarge Chan Sifu's Chart : http://chansifu8.blogspot.my/2016/01/blog-post_14.html
c. Devil always live in d detail : 'Golden Cross Over' of 20D vs 50D SMA on 14-Jan-2016, but with very thin vol. traded; It was comfirmed to carry weight by d nxt trading day with traded vol. of 36572 Lots. It was d same day ICON888 published P.(3) article . http://klse.i3investor.com/blogs/icon8888/89894.jsp on 2.43pm .
D. Thus, JHM has formed a 'Gravestone Doji' canddle ; by sending back from day high $0.490 to the open price or day low of $0.450 . Which is a common reversal pattern used by traders to suggest that a bullish rally or trend is about to reverse. It can also be found at the end of a downtrend. ( Doji usually not a strong indicator, next day confirmation need ) . * To note, 2/3 of d traded vol. helping delivery JHM to Day High of $0.490 ; while 1/3 Vol. weight sending back to Day Low.
SORRY ! ICON888, IF GOT READERS HERE; STILL ON HANDICAP LEVEL :)
Day (2), after my 1st write-up of the above articles.
Good news guys. JHM & D&O ( Automotive LED-Leader players ),NEW UP TRENDING ignited. They r both detected a reading of > 25.00 of ADX (14). JHM forming a Bullish Harami today; While, D&o has formed a Bullish Inverted Hammer. 18/01/2016 23:09
Day (3), after my 1st write-up of the above articles.
JHM, closed with 2 green bar since, my article of the above. What a coincidence. Foresee, tomorrow BREAKING OUT of $0.535, will send JHM on a UPTRENDING CHANNEL . This purely base on (TA) ; While, i expect a better set of results to be released will be another stimulator. In short we shall see $0.585 . Happy Trading ! 20/01/2016 01:31
Hi guys, JNG9678 will monitor and share you up-to-date information/data of TS, if you know more detail accurate info kindly corrected, I will be much thankful.
Weeks ago, JNG projected TS wave 3- TP1.50 on the way, it is my assumption based on a whole year 2016, TS EPS will be> 16cents! It is very conservative 2016 EPS.
Current price 1.18, 2016 Est EPS, >16 cents rmrolling PE
PV Demand Remains Strong in 1Q16; Prices of Multi-Si Wafers and Cells to Peak in February
The general outlook for the 2016 PV market has become more certain as China, the U.S. and the U.K. finalize their respective subsidy policies. “China plans to connect the country’s PV power plants onto the grid before the middle of the year,” said Corrine Lin, analyst for EnergyTrend, a division of TrendForce. “Therefore, major manufacturers of multi-Si wafers, cells and modules will be running at full capacity during the first quarter.”
A major silver powder plant owned by DOWA Hightech had an accident in early January. This event is currently the only variable that could affect the PV supply chain since DOWA Hightech is the leading supplier of silver powder for conductive paste. Cell manufacturers will have difficulty maintaining their high capacity utilization if the silver powder plant does not return to full operation soon.
In the U.S. market, the extension of the solar Investment Tax Credit (ITC) has dampened the industry’s anticipation of an installation rush in the second half of 2016. Lin expects the worldwide boom in PV demand to wind down after the Chinese New Year holidays. Presently, prices across supply chain are almost at their highest and will have difficulty to move up any further.
Decline in polysilicon prices starts to moderate; multi-Si wafers and cells are nearing their peaks
The latest reporting from EnergyTrend reveals oversupply and Chinese trade barriers have caused polysilicon prices to drop sharply this month despite the unusually warm demand. The Chinese polysilicon market remains in a slump with the average dealing price arriving around RMB 104~106/kg. However, most Chinese polysilicon manufacturers and their downstream clients have kept their inventory levels under control to approximately two weeks to a month. While the decline of polysilicon prices will persist, the trend will start to moderate.
The multi-Si wafer market are seeing prices go up rapidly this month on account of demand outstripping supply. On the whole, the capacity increases undertaken by multi-Si wafer manufacturers during 2015 were the most conservative compared with capacity increases in other segments of the PV supply chain. However, TrendForce estimates that there will still be an additional 5GW added to overall multi-Si wafer capacity in 2016. The tight supply situation is therefore expected to get some relief in the near future, and multi-Si wafer prices will peak in February.
The mono-Si wafer market by contrast is experiencing a severe supply glut. According to EnergyTrend, demand for mono-Si products totaled around 9.5GW in 2015, but the entire mono-Si wafer capacity exceeded 15GW for the same year. Moreover, Longi, Zhonghuan and GCL will be expanding their mono-Si capacities over this year. Hence, there will be no relief to the mono-Si oversupply problem in the short term. Mono-Si wafer prices have been kept at US$0.89/pc in the recent period, but later they will fall gradually.
The significant rise in multi-Si wafer prices has not fully reflected in this month’s cell prices, which have only increased slightly. Another factor that is constraining the cell prices is the outlook of the module market at the turn of the year. Installation peak seasons for the U.K., Japan and India have just passed, so module demand and prices in general are expected to weaken. Excluding the possibility of a conductive paste shortage, cell prices will likely peak around the Chinese New Year holidays.
Though first- and second-tier module manufacturers have lately benefitted from the installation rush in China and Japan and reported high capacity utilization, module prices in overseas markets (outside China) have begun their descent. Module orders from major regional markets are also at their highest and are unlikely to rise any further. Module prices are currently maintained in the range of RMB 3.9~4.05/W and will drop a bit after the Chinese New Year holidays.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
noobnnew
973 posts
Posted by noobnnew > 2016-01-18 12:22 | Report Abuse
Drop means BUY!!!