Dear Fellow Friends,

It has been half year + 1 month over and it's time to review my 2017 stock pick. Last year I set my own target of Top 35 ranking and this year do stringent target to Top 25.

7 months passed and my result is not encouraging at this moment (3 losses out of 8) but I do forsee to achieve the Top 25 is do-able till year end.

Normally when I study one's porfolio I will at first click on the "Average cost" sorting from Top to bottom. This is because I want to learn from him/her what stock/industry focus the most. Same go too me I will explain my stock pick from top-bottom counter.

I will discuss in point form so easy for our further discussion. My comment/remarks as below:

1. Fact 3/8 success rate till July 2017.... scoring 62.5% consider average result
2. This year is the starting of big harvesting year of new economic cycle from (July' 2016 - Sept 2022). According to economic cycle as per compiled I go bigger portion into Finance(Investment) and one of the rising commoditiy (Oil & gas).
3. Finance (investment) INSAS-WB and OSKVI consist of 24.8% in total
4. Oil & Gas Pantech-WA and EATECH size up 30.5% the biggest participation. (will explain in next blog named DIY Stock Portfolio)
5. TDM and TMCLIFE-WB are the old cards from previous 2016 stock pick because of the long overdue catalyst reason
6. REXIT and Accsot are the FINTECH and E-commence theme play respectively
7. The total selection of stocks has been reduced to 8 if compared to 2016 stock pick to increase the focus on potential gainers.

Here we go ...............

Pantech-WA:
Purchased price of RM0.120 and it touched RM0.300 before retracted to current price. Pantech is the prime beneficial of oil & gas industry reviving play. It has big room to grow from current business performance regardless of shale oil rig count or crude oil demand as long as WTI stand firm above USD46. Continual ESOS exercise actually stop the price from going up but good is the company reward the employees for long term career advancement.To expect much stronger move (>RM0.690) we need to see big increase in productivity. Can invest for dividend purpose.

EATECH:
A weak baby that need extra care at this moment. It's so adorable yet so manja. 31% down since beginning of year as the business contracts not really convincing us as investor.


Start to observe the buying interest but we want to see solid EPCIC contracts in coming months to confirm on the 2nd half prospect. At this junture if the Aug result show trimmed down in losses I will add stake for long term investment. Directors acting aggressively to acquire from month too month. For long term investment iinvest 20% every 2 weeks and wait for Aug result for the next 30% while last 30% once announcement on contracts award.

OSKVI:
Achieved my target! Do not expect winfdall gain from it till November.

REXIT:
My first pick of FINTECH stock in Bursa Malaysia and it delivers 49% till present mainly hit by exclusion of Syariah list in May. REXIT has big profit margin which can create advance competitive edge to become market leader. RM0.950 is not impossible on the sustained profit performance.

TDM:
If you need quick gain to fund your other quicker investment instrument then this stock will not featuring it. TDM is building foundation for its oil palm business as well as healthcare. Disappointing point is it failed to enter Syariah list in May 2017 and hope to see some light in November 2017. The exclusion was not due to earning or poor company record but non compliance in exceeded the cash interest clause. ANother booming catalyst is their plan to list Healthcare when business structure is ready. Very defensive counter and can expect RM0.920 when back to syariah list whilst CPO price close at RM2,650 average throughout this year.

INSAS-WB:
Needless to comment much. Pros and Cons or CANTEK plus all Condolences RIP stories can be obtained at INSAS thread. My highlight here is we still have another one round of strong wave before end of 2017. RM1.40 target of mother remain intact. Too many experts there so I leave it to them since my INSAS-WB is no much from 200% gain.

Accsoft:
A real silent counter that deliver loudest result among all my counters. They are not only selling shoes but what I can say is their supply chain and tracebility features for the goods is amazing.... This is what ATAS people in China looking for. They will replicate the same winning strategy to other country like Malaysia and Singapore soonest. It has record of 185% gain versus Jan' 2017 price but it's good to see it back too fair value. Bear in mind that to win a sale we need to create outstanding features and tracebility beside fulfill the fundamental requirement. If some one can further make up one product from "need + expectation" become "need+expectation+features" you will be champion. For example phone give you "need" of calling and at the same time fulfill your "expectation" of fast surfing, strong front camera, multi tasking software but if "feature" of health monitoring added on then it is very ATAS product. Friend of mine is venturing this software like watch that monitoring pulse and analyze trend which link up to virtual doctor at one of the Hosiptal to determine stroke, heart attack and cardial arrest............  This is ATAS! I am so impressed by Accsoft e commence features since they launch the product last few year.  Humble but PROMISING!!!!!!!!!!!

TMCLIFE-WB:
Although price plunge more than 32% but I am still calm and let Peter Lim and Johore Sultan to drive for me. Healthcare business will only fail if all humans become illproof tomorrow. Big CAPEX for bed and wad expansion shall see a slower return in ROI. There is logic to wait for another 2 quarters. I will treat it as long term investment (more than 5 years).

Conclusion: I will continue to back test my economic cycle study and to improve on my stock portfolio organization. First target is to see all 8 counters back to black and then heading to Top 25 in Dec' 2017. I will do another blog about DIY Stock Portfolio for new bie who plan to start their mid term (6-9 months) or long term investment.