NOW SHOWING: THE TRILOGY OF FAST & FURIOUS SHOWS PART 13 (UPDATED 2 ) ---
" 2 " -
TOP PICKS POSITIVE MOMENTUM STOCKS IN SEPTEMBER 2021
KLSE KGB + KGB
Author: SEE_Research | Publish date: 8 Sep 2021
Kelington records
11-fold hike in 2Q netprofit
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NEWSFLASH ON NASDAQ
NEWSFLASH ON NASDAQ
NEWSFLASH ON NASDAQ
In the financial , stock market theme in US is the technology sector ,
Nasdaq with the 52 weeks , low is 10,519 points and the high is 15,385 points , the closing for 2 September 2021 is near the historical high ( 15,390 points )
14,836 points and now KLSE - technology stocks in
Technology sector enjoy positive momentum ,
and the spillover strong positive effects included
3. KGB / 0151 Warrant for Technical / Trading Buy
3.1 KGB /0151 , one of their key business is
UHP Gases/SemiconductorsWe have the complete solution for UHP gas purity monitoringUltra-high purity (UHP) gases are essential for semiconductor manufacturing and the production of electronics such as LED and LCD displays. We provide a single-supplier solution for all UHP measurements in these applications.
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Nasdaq - Big Gainers
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(i) NVIDIA CORPORATION = 4 January 2021 / USD 131.14
6 August 2021 / USD 203.66
+ USD 72.52 translate to 55.30 %
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(ii) NXP SEMICONDUCTORS /NXPI= 5 January 2021 / USD 165.67
6 August 2021 / USD 213.75
+ USD 51.71 translate to 32 %
==============================
==============================
OCB /5533
MAIN CHAPTER 1 THE TWIN SAME BUSINESSES FOR FOOD BASED INDUSTRIES , SAME CONSUMER SECTOR HWA TAI INDUSTRIES BERHAD / 8474 & OCB /5533 SAME CHARACTERISTICS OF HWA TAI INDUSTRIES BERHAD / 8674 in terms of positive upwards price actions .
( i ) based in Consumer sector
( ii ) in food business
(iii ) small capital base :
(a) Hwa tai / 8478 = 74, 874 lots
============================== ANALYSIS OF MARKET CAPITALISATION & MARKET FLOAT IN KLSE
(b) OCB / 5533 = 102,850 lots = 100 %
( c ) TOP 30 SHAREHOLDERS = 82,548 LOTS = 80 %
( d )LONG TERM INVESTORS = 10,302 LOTS = 10 %
( e ) BALANCE FLOAT IN MARKET LESS THAN 10,000 LOTS = 10 %
MEAN : 1 LOT = 1,000 SHARES
1.2 The KING of THE FOOD business is HWA TAI INDUSTRIES Berhad , in term of positive upwards prices ; and the followers , one of them is
OCB /5533
1.3 Some of my KLSE investors who are well known in the corporate community ask 3 direct questions in order
to avoid pump and dump stock.
FOR OCB /5533 Question Number 1 : MAKING MONEY ? ANWER : YES
QUESTION Number 2 : PAYING DIVIDEND ? ANSWER : YES
QUESTION Number 3 : when was the last payment of the dividend ? ANSWER : ex date 16 July 2021 ; payment date : 30 July 2021 ( RM 15.00 per 1 lot ) A dividend payment is the distribution of a company 's profit to its shareholders. Dividend is usually paid as a reward to its existing shareholders.
HOT SELLING FOOD BASED PRODUCTS
IBUMIE PRODUCTS ( EASY CONVENIENT PACKS )
PLEASE CLIP ON THESE 5 IBUMIE VIDEO CLIPS TO UNDERSTAND THE DELICIOUS , TASTY IBUMIE , IN WHICH IBUMIE CONVENIENT PACKS ARE WIDELY SOLD THRU SUPERMARKETS ; HAVE BEEN WELL RECEIVED AND LOVED BY THE CONSUMERS, IN VARIOUS DIFFERENT COUNTRIES IN THE WORLD
https://youtu.be/WJNAAtMOxxE (iii) OCB / 5533 SEE_RESEARCH WAIT for strong rally VERY SOON First target ------ RM 1.20 .Thanks for reading and see you in the next post. THE ABOVE IS NOT A BUY OR SELL CALL AND IS ONLY A PERSONAL OPINION, WRITTEN AS ARTICLE FOR SHARING PURPOSES TO KLSE COMMUNITY MEMBERS.
DISCLAIMER: Investment involves risks, including possible loss of investment and other losses. This article and charts are provided for information only and should not be construed as a solicitation to buy or sell any of the instruments mentioned herein. The author may have positions in some of these instruments. The author shall not be responsible for any losses or profits resulting from investment decisions based on the use of the information contained herein. If investments and other professional advice is required, the services of a licensed professional person should be sought.
ISSUED BY SEE RESEARCH
(SENSING EAGLE EYES RESEARCH) |
Latest News Flash
Caution continues to dominate
“Plantations stood out as all 11
stocks outperformed
“And so is plantation-
oil palm stocks are my choice.
![](https://ci4.googleusercontent.com/proxy/ASvtQZ0qrw9yNgSF-Uwou_3rr1a9fRTGEnA2pasZl_gSGzl-W-Ac0OSJuH5E4nBNdk4ChP_YIOsn1Z5zJ55wZOvHtWSYJFQIveMdH6NYQHm-dkSjdZw=s0-d-e1-ft#https://apicms.thestar.com.my/uploads/images/2021/09/04/1281232.jpg)
Surpassing expectations:
The plantation sector
was the clear winner for the quarter under review, with most companies reporting profits that exceeded expectations thanks to strong average selling prices of CPO. — Bloomberg
THE recently concluded results season showed some sectors reporting profits exceeding or at least meeting with market expectations but on the whole, cautiousness continues to dominate going into the rest of the year, and even beyond.
The plantation sector was the clear winner for the quarter under review, according to Kenanga Research, with most companies reporting profits that exceeded expectations thanks to strong average selling prices of crude palm oil (CPO).
“Plantations stood out as all 11 stocks outperformed
our expectations except for IOI Corp Bhd and PPB Group Bhd
that came in within and United Malacca Bhd
that came in below expectations,“ it tells clients in a report.
“Against our estimates, the plantations sector had an overwhelming 73% of stocks surpassing expectations,” Kenanga says, adding that the other two sectors that surprised positively were utilities and healthcare while sectors leading the misses were construction, gaming and consumer.
The banking sector – always one to be watched – also did relatively well with no major negative surprises.
Some banks even declared dividends higher than what the market was anticipating.
Thomas Yong, CEO at Fortress Capital Asset Management, (pic below) opines that on the whole, second-quarter corporate earnings for Malaysia came in largely within expectations.
Fortres Capital Thomas Yongs
“This is viewed positively considering the movement restrictions imposed as a result of the Covid-19 situation, as well as the political uncertainty.
“Overall, exporters benefited from external demand recovery but domestic-centric companies were affected by lower domestic consumption demand,“ Yong tells StarBizWeek.
He points out that risks associated with the banking sector were a concern for investors during the earlier part of the pandemic but so far, credit risks are perceived to have been well managed.
“Having said that, hiccups in delivering better earnings in the coming quarter due to the protracted movement restrictions are expected.
“In our view, the banking sector is a good proxy to any recovery of the broader economy going forward and the overall risk-reward profile is favourable, given the undemanding valuations of the sector,“ Yong adds.
For the coming year, he believes the technology sector
would continue to do well
due to favourable external semiconductor demand, particularly in the segments of 5G, electric vehicle and renewable energy.
That said, there could be some short-term disruptions due to chip shortages and logistic issues.
Meanwhile, in view of a higher rate of vaccination among regional countries going forward, he believes that a recovery of tourism-related sectors is possible, as countries are likely to adopt the “endemic approach” and open up their borders.
“In summary, the sectors which performed poorly in the recently-concluded results season might perform well due to pent-up demand when the Covid-19 outbreak is brought under control,“ says Yong.
For the second quarter, sectors that delivered poorer results were those hit hard by the movement restrictions including tourism, automobile, construction, retail and gaming.
“Technology and commodity sectors reported good earnings due to strong external demand and higher commodity prices,“ Yong adds.
Rakuten Trade Sdn Bhd head of equity sales Vincent Lau (pic below) notes that the recently concluded quarter saw better results compared to the quarter before.
Rakuten Vincent Lau cq
“Banks, plantation,
technology
and semiconductor
all performed better than expected while gaming, construction, automotive, retail and hospitality were impacted by the lockdowns,“ he says.
Lau believes that as the local economy gradually opens up, banks will continue to do better, being direct proxies of the economy.
“The worst is over for banks,“ he says.
To be sure, in their respective statements released last week, two of the country’s largest banks – Malayan Banking Bhd (Maybank) and CIMB Group Holdings Bhd
– indicated that they were not overly optimistic in their outlooks.
Maybank group president and CEO Datuk Abdul Farid Alias in the lender’s statement said that given the expectations of a more challenging second half, the group would continue its strategy of focusing on robust risk management, strengthening its capital and growing its current account savings account (CASA) deposit base to provide sufficient buffers for unexpected events.
The lender, the larger of the top two, said given the prevailing challenging situation, it would continue with its preemptive provisions and management overlay largely due to the weakening macroeconomic outlook and the continued repayment assistance accorded to borrowers impacted by the pandemic.
CIMB Group was equally conservative in its outlook with group CEO Datuk Abdul Rahman Ahmad stating that the bank remained cautious “due to potential downside risks in the second half.“
“This is primarily due to the Covid-19 Delta variant, which has added to the uncertainty surrounding the opening of regional economies and economic recovery.”
The lender has consequently lowered its loan growth guidance to 2%-3% and expect provision levels to remain elevated, coupled with higher modification loss as it continues to provide repayment assistance to affected borrowers, it said.
Meanwhile, Rakuten’s Lau
also picks the technology sector as a top choice moving into the next quarters.
“And so is plantation-
oil palm stocks are my choice.
With CPO price remaining elevated, we will continue to see good results ahead,“ Lau adds.
He remains “cautiously optimistic” on the whole, cautioning that US markets, which are correlated to regional markets, are trading at all-time high levels.
==============================
For September 2021 onwards to December 2021
These are the 18 sectors in KLSE
Total : 1,496 counters including call warrants , warrants
1. Consumer
2. Industrial
3. Construction
4. Finance
5. Technology
6. Properties
7. Plantations
8. Healthcare
9. SPAC
10. Transportation
11. REITS
12. Closed - End Fund
13. Exchange Traded Fund
14. Telecommunication
15. Utilities
16. Energy
17. PN 17
18. LEAP Market
==============================
Kenanga ,
Kenanga Investment Bank Berhad (Kenanga IB)
is a Malaysian financial services company which provides investment banking, stockbroking and investment management services.
&
Rakuten ,
Rakuten Trade Sdn Bhd (Rakuten Trade) is Malaysia's first fully online or digital equity broker.
Vincent Lau
“And so is plantation-
Oil palm stocks are my choice.
With CPO price remaining elevated, we will continue to see good results ahead,“ Lau adds.
He remains “cautiously optimistic” on the whole, cautioning that US markets, which are correlated to regional markets, are trading at all-time high levels.
djibaok
King kong bundy stock
2021-09-08 00:51