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  Booyeah they park it under operating expenses. that's why u notice every 4th quarter the expenses are higher. this one is not audited.. wait for the audited one to come out then we can see clearer picture. alot of company 4th quarter result is bad because they will need to do alot of impairement for fourth quarter. I used to be an auditor and normally this are the cases. 04/03/2018 10:08 AM Jarklp Thanks. I thought the Q4 is bad because of lower margin as a result of lower selling price and higher raw material costs. Provision for receivable /write off was reported zero in the page 9 of Q4 report. Can anyhow report ? Look forward to seeing the audited report. 04/03/2018 2:58 PM Booyeah let's wait for audited report then we can have a better picture.. I am holding tight for this.. they may have impacted due to lagging effect of stronger ringgit. if you were to read their management result we can further understand that theamagement is positive in their 2018 prospect with stronger ringgit. 05/03/2018 10:44 PM Booyeah Few good counters that are consider good fundamental and growth/dividend watchlist. Can collect if there is a correction 1. Ecs - dividend yield still stands at 5% at current price. With iot and strenthening of ringgit(to monitor) will benefit them. Recently venture into thunderbolt gaming notebook to capture egames market. Possible 15-20% upside if conservative pe of 10 is captured. 2. Bonia (hot)- consumer stock may make a come back after the abolishment of gst as well as if ringgit were to strengthen or hover around 3.8-4.0. at current price of 40 cents , there are limited downside. Trading at 30% below it's nta as well. 3. Ntpm (hot) - at current price their dividend seats at 3%. What's interesting is the recent increase in their sales to all time high of 181 million per quarter. They are having high margin due to huge capex expansion into vietnam production. the management mentioned in the 2017 annual report that the current utilisation capacity is at 80%. With 80% they manage to hit historical high revenue. Additional two tissue machine paper has been added into production in Vietnam which is expected to commence operation in april 2018. Current ratio of above 1 as well.. no short term debt obligations. Seems positive moving forward. Potential upside of 20/30% of pe 10 is used with margin of 4/5%. Downside risk is increase in pulp price. 4. Yocb (neutral) - safe bet but limited growth. Providing a 4% dividend at current price. Pe of 7 and recent increase in sales due to consignment sales. Net cash company with nta of 1.26. nothing to loss. Safe bet company. 5. Zhulian (neutral) - net cash and safe bet company with dividend of 4.1% at current price. Strongly net cash company with cash of 140 million compare to total debt of 39 million. Net cash per share is 21 cents. No harm keeping one of this in our portfolio to withstand any downturn. With the abolishment of gst, it may benefit this stock as well to increase the consumer demand. Upside possibly less (10%) due to volatile sales and earnings. Strenthening of ringgit may hurt their margin due to 70% of sales from export. What is great about this company is good management. Increasing dividend payout when making money, holding high cash pile, positive operating cash flow despite expansion, good inventory level as well as maintaining above 20% profit margin. 6. Bat (neutral) - still paying 6/7% dividend at current price. Downside risk is more smokers buying illegal cigarate. The management did mention that they are unhappy with what the market is valuing their share price given their past performance. With the abolishment of gst, this may help to boost their sales and margin as well. Can catch it if it drops (19/20). Upside > downside risk. Only buy if upside is greater than downside. Don't buy all time high at current market. 7. Pwf (neutral) - trading way below nta of 1.76. net cash company. With strenthening of ringgit it will benefit them. Recent sales manage to maintain at 91 million per quarter. Scenario analysis performed if myr and USD maintain at 3.8/3.9, price of egg maintain and ra material such as corn, feed and wheat were to maintain, potential upside of 20/30% at current price of 86 cents. Downside is increase in their main raw material price. There are still quite a number of good fundamental company to monitor when price deep. Go ahead and monitor and take this opportunity. Don't chase high but buy consolidation stock or stock that took a correction that hit historical low. To limit the downside risk. 19/05/2018 2:02 AM Booyeah it's earning is normal.. only 4th quarters alot of impairement and staff expenses kicks in.. so many companies had a drop in sales and revenue.. they manage to keep it.. 01/06/2018 8:41 AM Jarklp agreed that 4Q is typically a weak quarter, but 4Q17 was rather disappointing in view of weaker USD, the expected savings from raw material did not happen. 01/06/2018 10:15 AM Jarklp was watching the price movement of the warrant on Friday, liquidity was low, someone just snapped it up in a few occasions with high spread. .. why so impatient? 18/08/2018 6:18 PM  Stock Kingdom At the same time, Lay Hong went down non-stop BUT this one goes up, emm..... interesting to study 23/08/2018 11:07 PM Jarklp Lousy quarter... what is "adjustment for non-cash item" in the CF statement ? Increase RM4m as compared to same period last year 31/08/2018 12:13 AM thesteward This is one good fundamental counter. Moreover farm is in malacca ...nearer to Spore. Can watch this one . Cny coming too . More requirement for eggs 06/01/2020 10:44 PM thesteward https://www.thestar.com.my/news/nation/2020/01/05/singapore-wholesalers-have-resorted-to-importing-msian-eggs-after-ukraine-import-suspension 06/01/2020 10:47 PM thesteward Better this counter or teoseng Coz nearer to Spore the farms . My 2 Sen 07/01/2020 1:33 AM  TSFH it is because latest QR in red. But it is temporary due to low eggs price. Yes, I do notice during the said qtr, egg price so cheap. No worry because we're approaching Hari Raya season soon. 03/03/2020 10:15 AM kinliang based on the histories, next QR should bring the price up again ... buy and hold for 2-3 months.. 05/03/2020 1:59 PM Happy Nut Oh oh! Company is practicing salary cut to all the employees. Financial very weak!!!! 29/04/2020 7:31 PM mansaham1972 Goreng waran dan mother ikut selepas itu.Saya ada hold 1.5 sen waran beli minggu lepas.Wang besar harap nanti haha 07/07/2020 5:10 PM cockcanfly Happy Nut, company cut its workers salary?? company in financial distress? chicken supposedly product with relative stable demand..... 21/08/2020 10:52 AM cockcanfly if salary can be cut, imagine the coming result and whatever dividend...this cock can not fly , can walk ..backward only... 21/08/2020 12:28 PM mansaham1972 Kenapa bos pwf terlampau sengkek.Saya yg terpaksa beli sekali sekala harga mother supaya kedudukan harga lebih baik.Dgn bilangan saham pwf yg sedikit sepatutnya harga senang melonjak.Cuba tengok pergerakan VERTICE hari ni terbang terus. 02/09/2020 7:33 PM mansaham1972 Kenapa offer ESS utk semua director fan ceo exercise harga rm0.406 tetapi pemegang waran perlu exercise harga 62 sen.Bursadan SC perlu pantau penyalahgunaan kuasa ini sebab pemegang waran rugi besar sebab harga semasa mother baru 49 sen dan sgt jauh drp exercise price 62 sen. 14/10/2020 6:33 PM skyfe27 PKPB surely telur ayam and ayam high demand la. acccumulation process on going 22/10/2020 8:03 PM  | |
