Highlights

StockAlliance Smells Of Money

Author: StockAlliance   |   Latest post: Wed, 19 Apr 2017, 07:50 PM

 

MLAB - The Leading Enterprise Video Market

Author: StockAlliance   |  Publish date: Wed, 19 Apr 2017, 07:50 PM


MLAB - The Leading Enterprise Video Market

 

I bet majority has never heard of MLAB until now. That's why it is an unidentified gem yet. Something to brag about is our historical spot i.e. KGB, PTB, PSIPTEK, LNGRES, SYMLIFE, BDB, LEESK, JERASIA, CCK, PARAGON, PWF, RCECAP, KFIMA, etc. Stocks other than that require longer time frame and fundamental to reflect on share price. Ok! So why MLAB?

 

Background Of The Company

Today MLABS is a multi-million dollar entity that is set to become a global technology player in the Video Conferencing Market with its ground breaking Multimedia Conferencing System (MCS), which allows full multipoint-to-multipoint Desktop, Boardroom, Telepresence and High Definition Conferencing around the globe with zero call costs.

(Source: MLABS Product)

People might confuse isn't MLAB products similiar with Skype in term of function? If you read deeply the product, their product is more advanced than all of these and emphasised on cyber security, collaborate online using Microsoft software, etc to ensure better documentation and security hence the demand is there.

 

Market Demand

The global enterprise video market is expected to grow from USD16.98 Billion in 2015 to USD36.84 Billion to 2020, at a CAGR of 16.7% from 2015 to 2020.

Enterprise video has gained traction these days, owing to large use of video technologies and services among enterprises. It brings together technologies and platforms for ingestion, annotation, cataloguing, storage, retrieval and distribution of video content across companies. It brings flexibility in remote working conditions, reduces capital expenditure, improves productivity and expands outreach.

(Source: http://www.marketsandmarkets.com/PressReleases/enterprise-video.asp)

With the information above, MLAB will be the sole listed company beneficiary to have all the pies.

 

Industry

(Source: MLABS Solution)

MLABS products can be ventured into different kind of market segment to provide a platform to the market players to evolutionise their conventional business to e-World. 

 

Financial Analysis

(Source: Q3 FYE2017 Quarter Report)

What actually trigger our study on MLAB is due to the recent quarter result. MLAB recorded one of the highest REAL profit in recent quarter. The reason given by Management is their revenue and profit margin increased due to sales of Multi Video Conferecing products achieved in the quarter. So what's the WEAPON they equipped to have such splendid result?

 

Business Prospect

(Source: Q2 FYE2017 Quarter Report)

(Source: Q3 FYE2017 Quarter Report)

(Source: Q2 FYE2017 Quarter Report)

From the above information we got from resources, we can analyse that the company has created a new product - Mobile Apps Video Conferencing. From its development cost, this is a huge capital injected into the big project that will bring innovative changes to the company. The new product has been put in market in Q3 FYE2017 after beta testing and distributors appointed to sale the product. Hence we strongly believe the products hit the right spot and will continuously bring positive outcome.

 

Director Acquisition

(Source: Company Announcement, Bursa)

Background of Mr. Ong Tee Kein - Mr. Ong Tee Kein was appointed to the Board on 13 January 2010 as an independent director and was re-designated as Executive Director on 15 April 2010. He is an Associate of the Institute of Chartered Accountants in England & Wales, a Fellow of the Chartered Institute of Management Accountants, an Associate of the Institute of Chartered Secretaries and Administrators and a member of the Malaysian Institute of Accountants. He also holds a MBA degree from the University of Miami. He has several years of experience in industry and consultancy practice. After qualifying as an accountant in the United Kingdom, he joined a management consultancy practice specializing in providing advisory services to governments and international funding agencies. He subsequently joined the corporate advisory division of an international accounting firm and was involved with various corporate restructuring exercises.

Another interesting fact we will like to highlight is Director Acquisition. Mr Ong is a qualified accountant, he should know something ahead of us right? I will leave the mystery to you all.

 

Potential corporate actions: Huawei collaborative?

The major players in the global Enterprise Video market are Alcatel – Lucent, Avaya, Cisco, IBM, Huawei, Polycom, and Verizon Communications among others. Recently many technology companies have collaborated with China companies to conduct business in Digital Free Trade Zones. Will MLAB be another headlight?

 

Technical Analysis

MLAB has broken its long term resistance @0.125 and closed @0.145 highest with huge volume. Despite weak market sentiment in the past one week, MLAB managed to go green in red ocean and close STRONG. We shall see further upside to our TP 0.20 in coming days.

MLAB-WA has broken its long term resistance @0.07 and closed @0.085 highest with huge volume. Despite weak market sentiment in the past one week, MLAB managed to go green in red ocean and close STRONG. We shall see further upside to our TP 0.14 in coming days.

 

MLAB Warrant

What drawing our attention is the MLAB-WA. The warrant will be only expired at April 2020 (more than 3 years) and the premium is only at 27%. Clearly the warrant is lagging behind with benchmark 30% with similar length of maturity period. 

 

Conclusion

With the trilling events we have mentioned/updated above, we strongly believe MLAB is good with its new product offered in marketplace. With the industry PE of MEDIA (Negative PE), Redtone (Negative PE), the share price should be valued at RM0.25 at industry average 35 given its future market demand from MnM report, 72% upside from current price. 

 

Disclaimer:

The information contained in this channel is for general information purposes only and NOT a recommendation for buying or selling stock. Any reliance you place on such information which incur profits/losses is therefore strictly at your own risk. We are merely sharing our trades and hold no enforcement on issuing buy calls. If you share the same view with us on stocks, let time prevail.

 

Stock Alliance

The information contained in this channel is for general information purposes only. Any reliance you place on such information is therefore strictly at your own risk.
We hope to bring profit to everyone as we did in today.
Do help us share out our channel link


Add our new fb:
https://www.facebook.com/stockalliance

Join our Channel and check out our performance.
https://telegram.me/stockalliance

 

Labels: MLAB

The RETURN OF LEGEND STOCKS - PSIPTEK PART2

Author: StockAlliance   |  Publish date: Sat, 15 Apr 2017, 03:11 PM


The RETURN OF LEGEND STOCKS - PSIPTEK PART2

 

We actually covered PSIPTEK earlier in 9 January 2017. The quarter result announced in 24 February show favourable of 77% in YOY which is within our expectation.

Enclosed link: https://klse.i3investor.com/blogs/stockalliance/113406.jsp

Hence we feel PSIPTEK still have further upside. Why?? We will update further below.

 

 

Company Background

PSIPTEK is engaged in construction works in Malaysia and Thailand. The company also develops residential and commercial properties; and provides project management and secretarial services. In addition, it is engaged in the trade of building materials; and manufacture and trade of ready mixed concrete.

 

The main business segments of the Group comprise the following:

1.      Construction: Construction works.

2.      Property Development: Development of residential and commercial properties.

3.      Trading: Trading in building materials, provision of project management and secretarial services and investment holding.

 

Financial Analysis

 

As you can see, although there is a drop of revenue  due to lesser recognition of progress billing however there is a significant increase of profit percentage of 131%, this was mainly due to the recognition of higher profit margin projects and also the drop in operating expenses and finance costs during the current year to date.

PSIPTEK foresees the economy is challenging, they have foresight and implement kinds of initiatives to lower the operating expenses and finance costs to maintain good profit margin. We strongly believe with the management capabilities, PSIPTEK is going to head north despite economic downturn in worldwide.

 

 

Segmental Analysis

(Source: Q4 FYE2016 Quarter Report)

 

(Source: Q3 FYE2016 Quarter Report)

 

We hereby compare the growth of business segment between Q4 2016 and Q3 2016 in term of revenue and gross profit. 

Kindly refer to the four red redbox we highlighted. Clearly Construction and Property Development Segment are the major source generator for PSIPTEK.

Construction: Revenue has increased 31% and Profit has increased a WHOPPING of 79%.

Property Development: Revenue has increased a WHOPPING OF 148% and Profit has increased a WHOPPING of 69%.

 

Why a huge increase?! To be frank, we have actually highlighted the reason in our FIRST article. With more future development, 

(Source: https://klse.i3investor.com/blogs/stockalliance/113406.jsp)

 

Property Development: The project in Thailand and Shah Alam Puncak 7 will continue to bring high progress billing to the company revenue and profit.

Construction: We will see higher construction progress billing being recognised in coming quarter.

 

 

Update on Outstanding Order Book as at December 2016 (FORECAST)

Construction: RM534million – RM159mil (figures from Q4 FYE2016) + **RM326mil = RM700mil. 

**Assumption construction order book won in FYE2016 is similar with FYE2015 equivalent to RM326mil. For detailed and more accurate figure, awaiting annual report 2016.

With a huge outstanding order book, it is sufficient to hold the company for the upcoming years. This kind of company will survive the turbulent with fashion calm.

 

Balance Sheet

The Group has over 100 acres of undeveloped landbank, mainly in the Klang Valley. This form partial of the NTA of RM0.59. The NTA is at 195% discounted as per current closing price.

The gearing ratio is at 0.50 which is comparatively low as per the competitors (ZELAN: 3.62, JOHAN: 0.80).

 

Technical Analysis

PSIPTEK has broken its long term resistance @0.19 and closed @0.20 highest with huge volume. Despite weak market sentiment in the last 2 days, PSIPTEK managed to go green in red ocean and close STRONG. We shall see further upside to our TP 0.35 in coming days.

 

PSIPTEK WARRANT

What drawing our attention is the PSIPTEK-WA. The warrant will be only expired at November 2019 (more than 2 years) and the premium is only at 12.5%. Clearly the warrant is lagging behind with benchmark 30% with similar length of maturity period. We don't usually recommend warrant unless it is discounted at very high level.

 

Conclusion

With the trilling events we have mentioned/updated above, we strongly believe PSIPTEK still have higher upside. With the industry PE of Zelan (Negative PE), Johan (Negative PE) approximately 25, the share price should be valued at RM0.35 (havent taken account of future earning growth), 75% upside from current price. 

 

Disclaimer:

The information contained in this channel is for general information purposes only and NOT a recommendation for buying or selling stock. Any reliance you place on such information which incur profits/losses is therefore strictly at your own risk. We are merely sharing our trades and hold no enforcement on issuing buy calls. If you share the same view with us on stocks, let time prevail.

 

Stock Alliance

The information contained in this channel is for general information purposes only. Any reliance you place on such information is therefore strictly at your own risk.
We hope to bring profit to everyone as we did in today.
Do help us share out our channel link


Add our new fb:
https://www.facebook.com/stockalliance

Join our Channel and check out our performance.
https://telegram.me/stockalliance

Labels: PSIPTEK

PANSAR - Beneficiaries of Sarawak Development

Author: StockAlliance   |  Publish date: Tue, 11 Apr 2017, 07:48 PM


PANSAR - Beneficiaries of Sarawak Development

 

Like we always do, we like to look for deeply undervalued stocks known as GEM. An unpolised gem to be diamond in future. Indeed we have many history in doing so i.e. KGB, PTB, PSIPTEK, LNGRES, SYMLIFE, BDB, LEESK, JERASIA, CCK, PARAGON, PWF, RCECAP, KFIMA, etc. Stocks other than that require longer time frame and fundamental to reflect on share price. 

 

What we are going to reveal to you today is PANSAR. First you need to understand what PANSAR does:

 

Segmental Analysis

Building Products segment sells and distributes steel bars, cement, roofing materials, construction chemicals, and industrial materials.

Marine & Industrial segment supplies and distributes power generating and water pressure systems, welding and pump sets, etc.

Wood Engineering & Supplies segment supplies steel wire ropes, packaging systems, precision measuring instruments, and wood treatment chemicals.

Electrical & Office Automation segment sells and distributes lighting and air-conditioning systems.

Mechanical & Electrical segment designs and installs air-conditioning and ventilation, plumbing, and fire protection systems.

(Source: Q3 2017 Quarter Report)

As you can seen above, the core revenue and profit generator segment are Building Products, Marine & Industrial and Mechanical & Electrical. In the upcoming quarters, we shall expect more contribution from these three segments. Why? Kindly refer below for more information.

 

Sarawak Development

As we enter 2017 with renewed optimism and hope, there are new opportunities and challenges waiting to be embraced. For Sarawak, more infrastructure projects are going to be impletmented to bridge the gap between urban and rural developments. The late chief minister of Sarawak introduced Socio-Economic Transformation Plan (SETP). The programme will be implemented in phases from 2016 to 2030. The first phase of SETP will be carried out in the Sarawak Eleventh Malaysia Plan (11MP) from 2016 to 2020 which include below developments: 

 

1. PAN BORNEO

The project for Second Phase RM16.5bil is only being announced in December 2016 to various contractor. The third phase, he said, would commence in 2018, from Lawas to Limbang. The whole Pan Borneo Highway is expected to be completed by 2022. 

 

2. SCORE Development

Sarawak is in construction of the 600MW Balingian coal-fired power plant, the construction of 600km 500 kilovolt (kV) backbone transmission grid and construction and expansion of associated extra high-voltage substations. The upcoming projects will be Tanjung Kidurong Combine Cycle Gas Turbine (CCGT) power plant with 400 megawatt (MW), the Samalaju CCGT with 1,200MW, Northern Grid Expansion to Limbang and Lawas by 2021 and the Baleh hydroelectric project (HEP) with 1,285MW.

 

What are these have anything to do with PANSAR? 

(Source: Q1 2017 Quarter Report)

The management has already given strong hint that 2017 will be a year for PANSAR. FYI, I am just stating facts. PANSAR is doing Building Products, Marine & Industrial and Mechanical & Electrical in which PANSAR is the direct beneficiary of Sarawak infrastruture development! Apart from that, commodity crude oil prices has recovered to above USD50 and many more capex projects introduced by goverment and Petronas, the project will generate additional revenue to PANSAR.

 

Dividend Yield

The management is very generous on distributing dividends every single year without failure. The dividend yield is approximately 4.8 -5.0% higher than FD.

 

NTA

PANSAR has strong cash and have zero gearing. With NTA of RM0.59, the price (closed at 0.460) is 28% discounted of the NTA value.

 

More exciting events:

1. Proposal share buyback - This is a very familiar event where company will only propose share buyback if they have confident on the company prospect in the long run. This is pending from shareholders' approval.

2. Set up company in Singapore - PANSAR is keen to venture into Singapore market in the sale and distribution of various building materials, marine and industrial products, wood-engineering equipment and supplies, electrical products and office automation supplies. Any sales arises will be a plus point to the revenue looking at many projects undergoing in Singapore.

 

Conclusion

With the trilling events we have mentioned above, we strongly believe PANSAR is the upcoming GEM to be discovered. With the industry PE of Seacera (PE:49), Johan (Negative PE) approximately 25, the share price should be valued at RM0.685 (havent taken account of future earning growth), 50% upside from current price. 

 

Disclaimer:

The information contained in this channel is for general information purposes only and NOT a recommendation for buying or selling stock. Any reliance you place on such information which incur profits/losses is therefore strictly at your own risk. We are merely sharing our trades and hold no enforcement on issuing buy calls. If you share the same view with us on stocks, let time prevail.

 

Stock Alliance

The information contained in this channel is for general information purposes only. Any reliance you place on such information is therefore strictly at your own risk.
We hope to bring profit to everyone as we did in today.
Do help us share out our channel link


Add our new fb:
https://www.facebook.com/stockalliance

Join our Channel and check out our performance.
https://telegram.me/stockalliance

Labels: PANSAR

StockAlliance Midas Touch

Author: StockAlliance   |  Publish date: Mon, 10 Apr 2017, 10:33 PM


StockAlliance Midas Touch

Touch what Up what :))))) Stocks presented by StockAlliance. 

 

Daily Stock

1. AEMULUS

- AEMULUS hits 0.455 (12.3% intraday gain, we will see you at 0.55 next TP)

 

2. CNI

- CNI hits 0.10 (11% intraday gain, we will see you at 0.15 next TP)

 

3. EDUSPEC

- EDUSPEC hits 0.205 (8% intraday gain, we will see you at 0.25 next TP)

 

4. KFM

- KFM hits 0.195 (5% intraday gain, we will see you at 0.25 next TP)

 

5. PINEPAC

- PINEPAC hits 0.30 (11% intraday gain, we will see you at 0.35 next TP)

 

6. SCNWOLF

- SCNWOLF hits 0.345 (10% intraday gain, we will see you at 0.40 next TP)

 

7. STONE

- STONE hits 0.270 (6% intraday gain, we will see you at 0.35 next TP. If you follow us closely, you should know we played this since it was 0.11, 154% return since then!!!! CRAZY STOCK presented by us!! )

 

8. TEKALA

- TEKALA hits 0.440 (22% intraday gain, we will see you at 0.45 next TP. AWAKENING BEAST TEKALA )

 

9. TFP

- TFP hits 0.190 (12% intraday gain, we will see you at 0.30 next TP. We see similiarity with SEALINK.)

 

Others: JIANKUN and PERMAJU. These two stocks are not moving as we thought. We are not god. We tried our best to pick the momentum stock. However we are very certain these two stocks will pay off. BE PATIENT. Today we made 11 trades where 9 trades are BOOMING!!! We are satisfied with our achievement!!!!

JIANKUN PLEASE PUT THIS IN WATCHLIST. WE FORSEE 0.35 is coming for this.

PERMAJU PLEASE PUT THIS IN WATCHLIST. WE ARE PLAYING towards 0.30.

 

If you want to see stock moved like REXIT (hits 0.87 today), PTB, LNGRES, KGB, and many many more. Stay tune to our channel for live trading records.

 

WE SUKA SHOUT IN CHANNEL LIVE BECAUSE WE WANTED EVERYONE TO GET LATEST UPDATE ON OUR TRADE RECORDS. IT IS BETTER THAN THOSE WHO DONT SPOT ANYTHING AND BE SOUR GRAPES OF US.

 

We just purely share all our trades and all are displayed in our channels. We did our very best to spot all these momentum plays because most important in stock market is follow the momentum play, follow the flows on institutional players into the specific shares. We are glad we did it! We hoped to continue perform well in our trades! 

Thanks! Good luck to all! Be patient and let the fruits ripe on their own.

 

The information contained in this channel is for general information purposes only and NOT a recommendation for buying or selling stock. Any reliance you place on such information which incur profits/losses is therefore strictly at your own risk. We are merely sharing our trades and hold no enforcement on issuing buy calls. If you share the same view with us on stocks, let time prevail.

 

Stock Alliance

The information contained in this channel is for general information purposes only. Any reliance you place on such information is therefore strictly at your own risk.
We hope to bring profit to everyone as we did in today.
Do help us share out our channel link


Add our new fb:
https://www.facebook.com/stockalliance

Join our Channel and check out our performance.
https://telegram.me/stockalliance

 

 

 

 

StockAlliance sailing steadily in RED ocean!

Author: StockAlliance   |  Publish date: Fri, 31 Mar 2017, 12:14 AM


StockAlliance sailing steadily in RED OCEAN!

We couldnt agree more at present market is tough as many stocks have gone higher and higher and we wouldn't know when the music will stop! If you was to ask us will it get higher, there is a risk! But we ain't stopping and join the party!

 

Daily picks 

- MLAB hits 0.115 (21% intraday gains, we will see you at 0.15 first TP)

- SEALINK hits 0.195 (11% intraday gains, we will see you at 0.20 first TP)

- KBES hits 0.300 (25% intraday gains, it already hit our TP 0.30)

- DOLMITE hits 0.395 (8% intraday gains, we will see you at 0.40 first TP)

- YGL hits 0.175 (17% intraday gains, we will see you at 0.20 first TP)

- AEM hits 0.195 (5% intraday gains, we will see you at 0.25 first TP, in HOLD list we have great feeling for this muaksssss)

- AEGB hits 0.190 (6% intraday gains, we will see you at 0.25 first TP)

- LEESK hits 0.360 (7.5% intraday gains, 22% gain since our FA calls, we will see you at 0.40 OUR FA TP)

Kindly refer our blog: https://klse.i3investor.com/blogs/stockalliance/114018.jsp HAHAHAHA do we con your money for LEESK??

 

Patient <---- Reward is for those who can wait and did homework. 

SEE TSRCAP, what's the price now? Though no movement when we called on Monday, but time will prevail. Just be patient like we did. Share price fluctuates over time, something we can't predict. Hence why bother yourself over this? Just sit tight and wait for fruit ripe. Life is easier that way.

We did a lot of similar stocks like ASDION, KBES, MMODE, TSRCAP, AASIA, PTB, PSIPTEK, SANBUMI, PERMAJU, & MANY MANY MORE. Just see their performance over time. 

 

 

We just purely share all our trades and all are displayed in our channels. We did our very best to spot all these momentum plays because most important in stock market is follow the momentum play, follow the flows on institutional players into the specific shares. We are glad we did it! We hoped to continue perform well in our trades! 

Thanks! Good luck to all! Be patient and let the fruits ripe on their own.

 

The information contained in this channel is for general information purposes only and NOT a recommendation for buying or selling stock. Any reliance you place on such information which incur profits/losses is therefore strictly at your own risk. We are merely sharing our trades and hold no enforcement on issuing buy calls. If you share the same view with us on stocks, let time prevail.

 

Stock Alliance

The information contained in this channel is for general information purposes only. Any reliance you place on such information is therefore strictly at your own risk.
We hope to bring profit to everyone as we did in today.
Do help us share out our channel link


Add our new fb:
https://www.facebook.com/stockalliance

Join our Channel and check out our performance.
https://telegram.me/stockalliance

StockAlliance Spotted Momentum Plays

Author: StockAlliance   |  Publish date: Thu, 30 Mar 2017, 01:10 AM


StockAlliance Momentum Plays

1. Daily picks - JFTECH, GMUTUAL, PERMAJU

2. Daily plays - SANBUMI, KFM, PTB, MCLEAN, HWATAI, SCOPE, AASIA, TSRCAP

3. Bottom plays - HLT, FARLIM

 

If you are familiar with us, you should have known these buys we have been displayed very few times since low price. If you were buying low price like us, you should have profited from bull market a lot!

 

1. Daily picks 

- JFTECH hits 0.775 (25% intraday gains from gapped up price 0.640)

- GMUTUAL hits 0.475 (4.4% intraday gains from gapped up price 0.455)

- PERMAJU hits 0.28 (36% intraday gains from gapped up price 0.205)

 

2. Daily plays

- SANBUMI hits 0.315 (31% intraday gain, 125% since low price we bought 0.14 <-- if you follow our trades closely!)

- KFM hits 0.225 (18% intraday gain)

- PTB hits 0.305 (9% intraday gain, 75% since low price we bought 0.175 <-- if you follow our trades closely!)

- MCLEAN hits 0.210 (9.5% intraday gain, 27% since low price we bought 0.165 <-- if you follow our trades closely!)

- HWATAI hits 0.575 (3.6% intraday gain)

- SCOPE hits 0.260 (6% intraday gain)

- AASIA hits 0.270 (8% intraday gain, 23% since low price we bought 0.220 <-- if you follow our trades closely!)

- TSRCAP hits 0.700 (8% contra monday gain since low price we bought 0.650 <-- if you follow our trades closely!)

 

3. Bottom plays

- HLT is interesting hits 0.505 (6.3% intraday gain)

- FARLIM hits 0.565 (3.6% intraday gain)

 

We just purely share all our trades and all are displayed in our channels. We did our very best to spot all these momentum plays because most important in stock market is follow the momentum play, follow the flows on institutional players into the specific shares. We are glad we did it! We hoped to continue perform well in our trades! 

Thanks! Good luck to all! Be patient and let the fruits ripe on their own.

 

The information contained in this channel is for general information purposes only and NOT a recommendation for buying or selling stock. Any reliance you place on such information which incur profits/losses is therefore strictly at your own risk. We are merely sharing our trades and hold no enforcement on issuing buy calls. If you share the same view with us on stocks, let time prevail.

 

Stock Alliance

The information contained in this channel is for general information purposes only. Any reliance you place on such information is therefore strictly at your own risk.
We hope to bring profit to everyone as we did in today.
Do help us share out our channel link

Add our new fb:
https://www.facebook.com/stockalliance

Join our Channel and check out our performance.
https://telegram.me/stockalliance


 

413  352  493  523 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 KGROUP 0.0650.00 
 XOX 0.12+0.005 
 IRIS 0.20-0.01 
 EAH 0.110.00 
 TIGER 0.0750.00 
 RGB 0.325+0.01 
 THHEAVY 0.095-0.04 
 AAX 0.450.00 
 DNEX 0.60-0.005 
 VIVOCOM 0.1550.00 
Partners & Brokers