Icon8888 Gossips About Stocks

(Icon) Model Portfolio For Ace Market

Publish date: Sat, 24 Jan 2015, 05:33 PM
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I follow the smell of money.



I have set up a model portfolio for ACE market. The stocks are chosen for their relatively stable earnings. 


  Name No. of shares Share Price Market cap cumulative 12 months net profit PER Principal business activities
    (mil) (RM) (RMm)  (RM mil) (times)  
1 Brite Tech 252 0.28 71 4.84 14.6

provides various products and services in the field of water treatment, pollution control, and fuel treatment in Malaysia


Diversified Gateway

1,400 0.09 126 2.50 50.4

provides a range of tele/data communication solutions and related services in Malaysia, Thailand, and Singapore

3 EA Holdings 850 0.13 111 7.53 14.7

involved in the e-business consultancy and hardware system integration

4 Eduspec 766 0.27 207 6.85 30.2

provides IT learning programs and educational services in Malaysia and Singapore

5 Focus Point 165 0.28 46 2.79 16.6

operates professional eye care centers in Malaysia

6 Genetech 352 0.16 56 4.31 13.1

operates as a contract manufacturer of automated industrial equipment, systems, and production tools in Malaysia and internationally

7 Heng Huat 206 0.47 97 9.25 10.5

manufacture and sale of biomass materials, mattresses and related products

8 Ideal Sun City 142 0.54 77 5.29 14.5

provides project management services primarily in Malaysia

9 IFCA 496 1.06 526 12.02 43.7

researches and develops enterprise-wide business solutions in Malaysia and internationally

10 Instacom 702 0.15 105 7.40 14.2

ICT, telco equipment installation, civil and M&E and finance

11 Jag 1,000 0.17 170 7.00 24.3

production of metals through recovery of industrial and electronic waste

12 JF Tech 126 0.61 77 2.00 38.4

custom manufacture and sale of integrated circuit test sockets, interconnect, and test solutions and equipment for the semiconductor and electronic assembly markets

13 K-One 418 0.53 222 10.40 21.3

manufacture of electronic end-products and sub-systems for the communication, computer, and consumer electronics industries

14 LNG 242 0.19 46 4.86 9.5

provides precision engineering and precision injection moulding services in Malaysia and internationally

15 Microlink 138 0.55 76 5.20 14.6

development of IT solutions to the financial services industry in Malaysia and internationally

16 Mikro MSC 282 0.32 90 6.70 13.5

manufacture of overcurrent, earth fault, earth leakage, motor protection, reserve power relays, power factor regulators, etc

17 N2N 432 0.86 372 7.00 53.1

offers financial e-commerce solutions comprising eBrokerConnect, an e-broking trading solution

18 Nexgram 1,900 0.08 152 12.60 12.1

end-to-end mobile multimedia application service provider in Malaysia, Indonesia, Thailand, and the British Virgin Island

19 Oceancash 223 0.33 74 5.60 13.1

manufactures and trades thermal bonded non-woven products in Malaysia and internationally

20 Opensys 223 0.34 76 5.60 13.5

provides solutions to the Malaysia financial services industry in the areas of self-service machines and universal delivery systems

21 Oversea 241 0.21 51 2.70 18.7

operates Chinese cuisine restaurants in Malaysia

22 Peterlabs 188 0.18 34 2.30 14.7

manufactures and trades animal health and nutrition products for the livestock industry primarily in Malaysia

23 Privasia 558 0.17 95 5.10 18.6

provides ICT and business process outsourcing services in Malaysia

24 Redtone 527 0.74 390 22.60 17.3

offers data and voice services to government, enterprises, and SMEs in Malaysia and China

25 SCC 43 1.30 56 6.00 9.3

distribution of non-antibiotic animal health products. Manufactures of packaged food products

26 SCH 412 0.26 107 9.50 11.3

supply of quarry industrial products

27 Solution 196 0.25 49 2.90 16.9

engineering equipment (education), lubricant, automation

28 Supercomnet 243 0.12 29 1.60 18.2

manufactures and sells PVC Compound and cables for electronic and data devices in Malaysia and internationally

29 Systech 317 0.37 117 2.96 39.6

provides web-based solutions in Malaysia (1Cliq eMembers Relationship Management)

30 Techfast 153 0.20 31 0.60 51.0

manufactures and distributes specialized fasteners, and related precision turning and machining parts for the electronics industry

31 Tex Cycle 169 0.57 96 10.40 9.3

provides waste recovery and recycling services in Malaysia


Equal weighting will be allocated to each stock.


Let's see how they perform by end 2015. 



5 people like this. Showing 32 of 32 comments


@Icon8888, u have spend a lot of time to compile the above excellent listing. Thank you.

2015-01-24 18:14


Rikki it took me half a day only

2015-01-24 18:18


This is about all that is investible in ACE

The others are not profitable

2015-01-24 18:20


HH Group looks good and vibrant

2015-01-24 18:22


Heng Huat latest quarter EPS only 0.64sen. How sure it will do well in future?

2015-01-24 18:26


@Icon8888, the counters definitely have potentials & picking the leader of pack will be a challenging task. Haha....identifying the one that moved first before market situation changed??? What is good today may not be good for tomorrow ;)

2015-01-24 18:29


Truthseeker did you read my write up ? The latest result include RM1.87 mil expenses for IPO

How can you be truth seeker if you didn't study the fact ? Haha (just kidding)

2015-01-24 18:35


Rikki to be honest I find ACE offers very few investible counters

They PE in general is quite high

2015-01-24 18:36


Anyway guys please buy at your own risk

No need to praise me when make money

No need to curse me too when it goes down

I am just an arm chair analyst

2015-01-24 18:38


really nice and appreciate it. thank you

2015-01-24 18:49


Later Najib will find u, Icon8888

2015-01-24 18:57


Posted by Icon8888 > Jan 24, 2015 06:35 PM | Report Abuse

Truthseeker did you read my write up ? The latest result include RM1.87 mil expenses for IPO

How can you be truth seeker if you didn't study the fact ? Haha (just kidding)

Thank for your explanation as I generally don't study Ace counters in details. Anyway your writeup is a bit late now as most of the counters already moving and may turn anytime if we are not careful. Eg HH lowest is 37sen but now 47sen.

2015-01-24 19:00


good artcle

2015-01-24 19:54


WTF just compile a list like that u pun cakap good article??!!??

2015-01-24 20:00


aku suka serifahselinder aka gadis ayu berselinder hihihihi

2015-01-24 20:19


This article even though looked simple, there is a lot of research behind it. The objective is to give a good overview of the important things you need to know about ACE

It can be a useful platform for further study of each individual stock (which I am thinking of doing when I am not lazy)

I believe that is why certain people like it

2015-01-24 21:09


Icon888, if you write this article last week price is cheaper for most stocks and probability of making money is higher. IFCA, Systech, Heng Huat, Tex Cycle, LNG, etc all up from last week can they up further next week? Out of these 30 stocks which one is down week on week?

2015-01-24 21:30


Truthseeker not all articles are for purpose of making money immediately

Sometime it is for knowledge purpose, to get ourselves ready when next time opportunities arise

2015-01-24 22:46


Why no dgsb

2015-01-24 23:11


Erratic earnings

But I am open minded

Don't mind add it in as latest quarter see a big jump in profit

Thanks for pointing out

2015-01-25 08:04


Icon, you study what company and who is behind see. Haha. Insas just right issue. Got more money to goreng soon. 80% in top30 hand. Easy goreng for cny angpow lah.

2015-01-25 10:52


paperplane it belongs to formis

may i know what is relationship with insas ?

not exactly familiar with these groups

2015-01-25 11:37


U must study insas in details then.

2015-01-25 12:54


no time...

2015-01-25 13:04

Ooi Teik Bee

Very good report, but a lot of work.
Suggest you can filter down using PER to guide you. Any PER > 20, just ignore them.
Final decision is yours.
Thank you.

2015-01-25 13:19


thanks OTB

2015-01-25 13:25


Good Research. Save me a lot of time. Thanks, Icon8888.

2015-01-25 16:02

Ej Lee

Glad to know that most of the ACE counters are overvalued.

2015-01-25 18:12


Nexgram a good buy..?

2015-01-25 19:50


Icon888, good compilation, I suggest if you want to filter down further just go here

Then select Ace counter and other filters you want like PE,ROE etc.

2015-01-26 16:43


Thanks Noby

Supercool tool !

2015-01-26 17:34

cherry tomato

Many thanks Icon8888 for valueable info.

2015-01-26 17:44

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