zhen wei you take a read at the report and you will know why even with such dangerous outlook in this sector, this is really an extremely well runned company
Econpile is the favourites for institutional investors now due to the goverment pumping the construction sector to drive the economy. then only steel and construction materials will move,
IWH Lim kang hoo is related to ECONPILE General project manager Lim Kwei Seah according to sources, That means most of all piling and landscaping and heavy machinery will be done by econpile
FYI, Last year Econpile price at (April 2018 is RM 1.20) ( Jan 2018 is RM 3.20) The company split one into 2 shares,become RM 1.60, to make it cheaper so everyone can buy. Last year it is one of the RED CHIPS in construction stocks, even without ECRL, BM, ..........Now with the 2 projects , how much does its, worth is your guess,........Below 0.65 cts still can accumulate,
Hello to answer your question KLSEBOTS, I think harta is the best in terms of innovation and creating new products. In the age of extreme competition, that's the only way to survive and probably thrive. I love their AMG and their production facility, beautiful and excellent operational efficiency. 45k gloves per hour per line, best of the industry. I only pick the best.
And I really like company who keeps their gearing low... Although my picks of Serba Dinamik says otherwise, but the nature of it's double digit revenue growth and capital intensive industry (so I'll make it an exception as long as it's gearing stays below 0.35x). My picks have accounted for major economy downturn, US Treasury Yield Curve Inverted, I am scared too. When recession hits, those companies who borrows a lot are the ones that get hit the hardest, if you borrow a lot you make losses, no money repay loan then default, go PN17, very easy holland. On the other hand if your gearing low, when shit happens you need money, you can probably still borrow more to help you turnaround. That's what I think, I never experienced 1997 AFC or 2008 GFC yet, so I am not sure...
Start with the industry you like most! My picks are all very well diversified got consumer staples, Mazda car, O&G Equipment, Healthcare (gloves), electronics, construction and palm oil. Pick the one you like, then go understand the company, the management very important! if the price is right just buy and keep it inside your fridge.
One problem with my pick is , liquidity not much, my suggestions is queue at the bid price only, because who knows one day some unker or aunty need money to buy new handphone and they will sell off. And hopefully you can get some!
Uchitec, they make coffee machine electronic modules, very stable margins can take a look, but capital gain not much, dividend very strong, my favourite. Proven record in 2008-2009 crisis. Good for 40+ years old people.
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....
Heavenly PUNTER
2,613 posts
Posted by Heavenly PUNTER > 2019-04-20 22:41 | Report Abuse
zhen wei you take a read at the report and you will know why even with such dangerous outlook in this sector, this is really an extremely well runned company