Time to buy more

Sesiapa yang tak beli akan menyesal. Sesiapa yang jual sekarang juga akan menyesal.

I'm a long term fundamental and growth investor. What I see in KPS:

My net profit expectations for KPS in 2021:

CPI + Toyoplas RM70mil at least
Century Bond RM15mil at least

Just these 3 alone can contribute at least RM85mil earnings. I use conservative 12x PE also market cap RM1.02bil market cap or RM1.90 per share.

20% stake in Sprint expressway worth RM174mil.

From Splash sale, KPS receiving about RM22mil a year for 9 years (already received RM570mil cash and will receive additonal RM195mil in 9 annual instalments).

Banker/operator pls stop wasting your shares trying to push down. We are not fools.

Michael Jackson feat Jose Barrock - Don't Stop 'Til You Get Enough (KPS shares)

[Chorus]
Keep on with the force, don't stop
Don't stop 'til you get enough (KPS shares)
Keep on with the force, don't stop
Don't stop 'til you get enough (KPS shares)
Keep on with the force, don't stop
Don't stop 'til you get enough (KPS shares)

https://www.youtube.com/watch?v=yURRmWtbTbo

CCM winners cashed out, moving cash to KPS

Sesal dan kesal engkau nantinya
Bila bungamu dirayu orang
Ke mana engkau akan mencari
Bila sang bunga melangkah pergi

Don't Stop 'Til You Get Enough (KPS shares) by Michael Jackson and Jose Barrock
https://www.youtube.com/watch?v=yURRmWtbTbo

[Chorus]
Keep on with the force, don't stop
Don't stop 'til you get enough (KPS shares)
Keep on with the force, don't stop
Don't stop 'til you get enough (KPS shares)
Keep on with the force, don't stop
Don't stop 'til you get enough (KPS shares)

Win win situation. If privatisation is true, shareholders huat.

If not true, also huat bcos stock will perform due to rerating from CPI and Toyoplas earnings.

K-Pop craze is worldwide and Malaysia is no different. K-Pop fans here will support CU

CCM forum pleasant and mature. But KPS forum...... Lol.

Everyone needs to understand that a company has no choice but to say it has no knowledge/unaware until they receive an OFFICIAL letter.

For Example:

IF kps privatisation is true, kps can only confirm the privatisation if they receive a letter from the investment bank on behalf of its major shareholder (the offeror).

USUALLY, the letter is received on the same date the letter is issued.

So, on the same day itself, the company has to announce that they received it.

Example, if the letter is dated 17 Nov, bursa announcement also on 17 Nov. Usually the case.

To get a better understanding, check out previous privatisation announcements on bursa website.

CCM offer price RM3.10.

CCM latest net assets per share RM1.91.

Offer price is 1.62x NTA.

CCM on 16 Oct 2020:

"the Board of Directors of CCMB has no further knowledge on the matter."

Today, 17 Nov 2020:

Take-over offer at RM3.10 per share.

LOL

We need to understand the game of stocks.

If KPS was serious about denying The Edge article, they would announce like CCM. CCM made enquiry with its major shareholder PNB. PNB replied "it does not comment on market rumours or speculation".

If KPS was serious about denying, they would announce that they enquired with their major shareholder Darul Ehsan Investmnet Group (DEIG). Because if there is privatisation, it would be from DEIG.

So conclusion now is privatisation is neither confirmed nor denied.

Whatever it is, KPS is a good fundamental stock due to its cash cow EMS businesses.

Good luck and happy investing everyone!

Just relax. The stock market is a device for transferring money from the impatient to the patient.

Nice work

Found this good write up on KPS published today:

The Crown Jewel of KPS: Dissecting the Hidden Value in this Under Appreciated Stock
https://klse.i3investor.com/blogs/Momentum/2020-11-15-story-h1536429342-The_Crown_Jewel_of_KPS_Dissecting_the_Hidden_Value_in_this_Under_Apprec.jsp

The jewel in the crown for KPS is its EMS businesses. Most of KPS profits comes from EMS. Read to understand the value hidden in KPS:

The most Undervalued EMS play
https://klse.i3investor.com/blogs/dollardollarbill/2020-10-27-story-h1535481854-KPS_5843_The_most_Undervalued_EMS_play.jsp

A RM1bil [EMS] company in disguise?
https://klse.i3investor.com/blogs/dollardollarbill/2020-10-20-story-h1534735929-KPS_code_5843_A_RM1bil_EMS_company_in_disguise_bill_dollardollarbill.jsp

I'm expecting KPS 2021 net profit to hit minimum RM80m (CPI, Toyoplas, Century Bond, King Koil can easily kautim this).

Using conservative 10x PE, that is RM800m mkt cap. Divided by 537m shares, that is RM1.49 per share! Using 15x PE, it's RM2.23 per share!

Share price now on mega sale. Anything below RM1 just sapu.

Scomnet does medical devices. Look at their share price performance.

Many don't know CPI manufacturers medical industry instruments. KPS owns 100% of CPI. CPI has high profit margins.

Sapu la

Alamak sungai selangor kena pencemaran air lagi. Tapi KPS punya Aqua-Flo untung lagi. Supply lagi banyak chemicals. Cantik.

Missed out on Geshen? No worries, take a look at KPS: https://klse.i3investor.com/m/blog/dollardollarbill/2020-10-27-story-h1535481854-KPS_5843_The_most_Undervalued_EMS_play.jsp

https://klse.i3investor.com/m/blog/dollardollarbill/2020-10-20-story-h1534735929-KPS_code_5843_A_RM1bil_EMS_company_in_disguise_bill_dollardollarbill.jsp

Agree with you Richard. Savvy investors are buying now. They don't wait until the price hits RM1 or above to start buying. Sadly, herd mentality investors will miss out 40% when they start to chase at RM1.

Price down can accumulate more. Wonderful.

Wonderful to see EMS stocks like ATA IMS gaining traction!

Take a look at KPS too, it is like an EMS stock trading at only 6-7x PE:
https://klse.i3investor.com/blogs/dollardollarbill/2020-10-20-story-h1534735929-KPS_code_5843_A_RM1bil_EMS_company_in_disguise_bill_dollardollarbill.jsp

KPS (5843) - A RM1bil [EMS] company in disguise [$bill]
https://klse.i3investor.com/blogs/dollardollarbill/2020-10-20-story-h1534735929-KPS_code_5843_A_RM1bil_EMS_company_in_disguise_bill_dollardollarbill.jsp

KPS (code: 5843) - A RM1bil EMS company in disguise?

https://klse.i3investor.com/blogs/dollardollarbill/2020-10-20-story-h1534735929-KPS_code_5843_A_RM1bil_EMS_company_in_disguise_bill_dollardollarbill.jsp

KPS (code: 5843) - A RM1bil EMS company in disguise?

https://klse.i3investor.com/blogs/dollardollarbill/2020-10-20-story-h1534735929-KPS_code_5843_A_RM1bil_EMS_company_in_disguise_bill_dollardollarbill.jsp

KPS (code: 5843) - A RM1bil EMS company in disguise?

https://klse.i3investor.com/blogs/dollardollarbill/2020-10-20-story-h1534735929-KPS_code_5843_A_RM1bil_EMS_company_in_disguise_bill_dollardollarbill.jsp

Fundamental technical good

KPS has 20% stake in Sprint worth RM174m. Mkt cap just 400m . Got EMS businesses and century bond. Looks good

This counter is interesting and gaining traction

http://www.hlib.hongleong.com.my/Published/Download.ashx?ArticleId=15758

Hong Leong IB came out with report today too...

https://klse.i3investor.com/blogs/dollardollarbill/2020-09-03-story-h1513316114-Sunway_Bhd_5211_Healthcare_re_rating_bill.jsp

Now that UOB start covering, Scomnet will trend higher. UOB will promote to fund managers

Next announcement ikad??

1.83 means limit up... Hahaha. Never know

The curious thing is CIMB organising the webinar. Are they planning to write a report or initiate coverage on the stock? If yes, then stock will fly high.

Dsonic definitely in the running la

Makan all the weak hands first

Today can close above 1.60 haha

Scomnet up, good news must be coming soon.

Thematic now is pharmaceuticals. YSP should catch up

Yes, by end year

RHB Samchem report uploaded to Telegram channel @worthystocks

https://klse.i3investor.com/blogs/bursastocktalk/2020-07-21-story-h1510638796.jsp