Icon8888 Gossips About Stocks
(Icon) Model Portfolio For Ace Market
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 |
| 2 |
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.
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Discussions
5 people like this. Showing 32 of 32 comments
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
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
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
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
Icon8888,
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
Icon888, good compilation, I suggest if you want to filter down further just go here
http://www.klsescreener.com/v2/
Then select Ace counter and other filters you want like PE,ROE etc.
2015-01-26 16:43
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
rikki
@Icon8888, u have spend a lot of time to compile the above excellent listing. Thank you.
2015-01-24 18:14