Stock Pick Year 2018 - Table of Content
Stock Pick Contest Year 2018 (FULL) Pls submit if you are first 20 runners on Yr 2015/16/17
The first 2 participants of the Stock Pick Contest on year 2013, your seat have been reserved. Please send in your picks.
I will reserve the seat for the first 20 runners on Year 2015 , Year 2016 and Year 2017 stock pick respectively.
You are wanted, we are waiting for your pick.....
Your seat have been reserved until 06-Jan-2018 8:00 am.
John Lu 《HENGYUAN upgrade to SIA LANG》 TP RM30
Busy whole year, keep posting rubbish article, keep giving holland stock list...end result? Rank 214 or bottom 10 with-2.5%...haha
214) calvintaneng -2.5% 97526.76 http://klse.i3investor.com/servlets/pfs/71329.jsp
28% DUTALND 0.540 0.400 49800|21% PBA 1.160+0.04 1.150 17300|21% BJCORP 0.350 0.340 58600|16% BPURI 0.340 0.435 45800|14% OPCOM 0.390+0.02 0.600 33200 (97346.00:180.76|237.24)
2017-12-31 15:16
20% COMCORP
With a proposed special dividend of 45 cents for the disposal of their primary EMS business, Comcorp is valued at about 26 cents for their remaining business. Is the remaining business worth that much? The remaining business is not yet profitable, but I am optimistic that growth prospect is solid.
The company is focusing on green technology, specifically their waste to energy solution for organic wastes. There are a few unique features of their solution:
a) It is modular, therefore easily scaled and constructed so that even smaller quantity wastes and remote sites is economically justifiable
b) It is carbon neutral. Unlike typical waste to energy plant that generates methane and produces CO2 as methane is burned, Comcorp’s solution produces H2 and produces water.
2018 should see Comcorp winning projects based on these 2 features. Management has indicated it is in discussion for 2 projects in Vietnam and should conclude the contract in 3 months’ time.
20% SOP
CPO price is very bearish, and it is probably a good time to buy beaten down plantation stock at the current trough. In terms of value, growth prospect and size, SOP stands out. It has 63.5% of trees classified as young and immature, trades at ttm PE of 10 (before CPO price tanked), and relatively big with 87,744 hectares of land. Companies with younger trees are small, ex Innoprise 11,905 hectares or expensive, ex TSH ttm PE is 33.
20% FAVCO
To ride on the O&G recovery, I choose industry laggard Favco. Cash rich, generous dividend, and should oil tank again, it is not solely dependent on O&G for contracts.
10% LYSAGHT
10% PRESTAR
Most of the numerous highway project should be at the middle to late stage, except DASH. Others are Pan Borneo Highway, West Coast Expressway and EKVE. PRESTAR and LYSAGHT should benefit. PRESTAR trades at a core PE ttm of 7.5. Latest quarter is a bit soft, but net gearing dropped from 0.7 to 0.5. LYSAGHT is cash rich and trades at PE ttm of 8.2.
10% ORNA
10% PPHB
Since China clamped down on the importation of waste paper in mid 2017, waste paper price outside China declined. Surprisingly, that has not helped ORNA and PPHB’s bottom line. I hypothesize that there’s a time lag and bottom line should improve in 2018. Anyway, e-commerce is growing strong and demand for packaging should remain elevated even if cheap raw material doesn’t materialize. ORNA trades at PE ttm of 8 with net gearing of 0.34. PPHB trades at PE ttm of 7, is marginally net cash, but doesn’t give dividends.
2017-12-31 17:01
My Own Pick
AIRASIA 20%
JHM 20%
AEMULUS 10%
AAX-WA 10%
BIMB-WA 10%
FPI 10%
KGB 10%
PPHB 10%
2017-12-31 23:46
The contents is full. Pls submit only if you are THE 25 WINNERS listed @ http://klse.i3investor.com/blogs/stock_pick_2018/142799.jsp
I have update the TOC list http://klse.i3investor.com/blogs/stock_pick_2018/142761.jsp
2017-12-31 23:54
Stock markets in Europe and the emerging economies will produce the best returns next year, professional investors say.
http://www.telegraph.co.uk/investing/shares/do-professional-investors-expect-biggest-returns-2018/
2018-01-01 09:55
Bursa Malaysia to continue positive momentum | http://www.klsescreener.com/v2/news/view/324761
2018-01-01 10:13
dear Mr Tan KW,
here are my picks for 2018 :-
CCK 20%
HAi-O 30%
Orna 15%
Masteel 20%
MFlour 15%
2018-01-01 13:42
The contents is full. Pls submit only if you are THE 23 WINNERS listed @ http://klse.i3investor.com/blogs/stock_pick_2018/142799.jsp
I have update the TOC list http://klse.i3investor.com/blogs/stock_pick_2018/142761.jsp
2018-01-01 14:46
My stock pick is
# Stock % of allocation
1. AIRASIA10%
2. ELSOFT 10%
3. FPI 10%
4. FAVCO 10%
5. JHM 10%
6. VITROX 5%
7. UCHITEC 5%
8. TUNEPRO 5%
9. HOMERIZ 5%
10. CBIP 5%
11. SAM 5%
12. KESM 5%
13. HLIND 5%
14. SUPERLN 5%
15. LUXCHEM 5%
My target CAGR for my portfolio is 15% and I hope I can make it.
2018-01-01 15:04
@Intelligent Investor
Each participant have to choose for a minimal of 5 and max of 10 stocks
Intelligent Investor My stock pick is
# Stock % of allocation
1. AIRASIA10%
2. ELSOFT 10%
3. FPI 10%
4. FAVCO 10%
5. JHM 10%
6. VITROX 5%
7. UCHITEC 5%
8. TUNEPRO 5%
9. HOMERIZ 5%
10. CBIP 5%
11. SAM 5%
12. KESM 5%
13. HLIND 5%
14. SUPERLN 5%
15. LUXCHEM 5%
My target CAGR for my portfolio is 15% and I hope I can make it.
01/01/2018 15:04
2018-01-01 15:47
Hi Mr. Tan,
My stock pick is
# Stock % of allocation
1 AIRASIA 15%
2 FPI 15%
3 ELSOFT 15%
4 JHM 15%
5 TUNEPRO 10%
6 SAM 10%
7 VITROX 10%
8 FAVCO 10%
My target CAGR for my portfolio is 15% and I hope I can make it.
2018-01-01 15:53
The contents is full. Pls submit only if you are THE 22 WINNERS listed @ http://klse.i3investor.com/blogs/stock_pick_2018/142799.jsp
I have update the TOC list http://klse.i3investor.com/blogs/stock_pick_2018/142761.jsp
2018-01-01 16:04
John Lu 《HENGYUAN upgrade to SIA LANG》 TP RM30
Where is Tun Calvin Tan Eng? Death already?
2018-01-01 16:09
The contents is full. Pls submit only if you are THE 21 WINNERS listed @ http://klse.i3investor.com/blogs/stock_pick_2018/142799.jsp
I have update the TOC list http://klse.i3investor.com/blogs/stock_pick_2018/142761.jsp
2018-01-01 22:39
Hi Mr. Tan,
My stock pick for 2018
AWC. 10.0%
BPLANT. 12.5%
CBIP. 12.5%
DUFU. 10.0%
EKOVEST WB 10.0%
MMSV. 12.5%
TALIWRK. 12.5%
SCICOM. 10.0%
UMWOG WA 10.0%
Thanks.
2018-01-02 08:35
My stock pick for 2018,
Vivocom wc 25%
huaan 25%
Serbadinamik 25%
notion 25%
Solution 25%
Thanks
2018-01-02 08:58
Sorry Mr Tan. Amendment
My stock pick for 2018,
Vivocom wc 25%
huaan 25%
Serbadinamik 25%
notion 25%
Dnex 25%
Thanks
2018-01-02 09:07
The contents is full. Pls submit only if you are THE 20 WINNERS listed @ http://klse.i3investor.com/blogs/stock_pick_2018/142799.jsp
I have update the TOC list http://klse.i3investor.com/blogs/stock_pick_2018/142761.jsp
2018-01-02 13:48
@CKNYAM Vivocom wc is < 0.1. Total allocation is more than 100%
- Each participant have to choose for a minimal of 5 and max of 10 stocks or Company Warrant which is not expire before 31-Dec-2018 (no Call Warrant, Put warrant or any other Derivative) where the stock price have to more than RM0.10 on 29-Dec-2017 4:50pm
CKNYAM Sorry Mr Tan. Amendment
My stock pick for 2018,
Vivocom wc 25%
huaan 25%
Serbadinamik 25%
notion 25%
Dnex 25%
Thanks
02/01/2018 09:07
2018-01-02 13:54
Hi KW, i am surprised that you still reserve the the seat for me even i am not commenting a lot in i3 , really appreciate your hard work, will definitely come back to you before 6 Jan.
2018-01-03 10:23
Hi Tan KW, hereby is my selection portfolio for the year of 2018 :
Inari 25%
Myeg : 25%
Gadang: 20%
Dialog :10%
Prestariang : 5%
JHM : 5%
Leon Huat : 5%
D&O Green Technologies : 5%
thank you and happy new year .
2018-01-03 11:14
The contents is full. Pls submit only if you are THE 18 WINNERS listed @ http://klse.i3investor.com/blogs/stock_pick_2018/142799.jsp
I have update the TOC list http://klse.i3investor.com/blogs/stock_pick_2018/142761.jsp
2018-01-03 17:59
Hi Tan KW,
My stock picks as below:
EKOVEST WB 20%
FAJAR WB 20%
MASTEEL 20%
DNEX WD 20%
HUAAN 20%
Thank you
2018-01-04 08:31
The contents is full. Pls submit only if you are THE 17 WINNERS listed @ http://klse.i3investor.com/blogs/stock_pick_2018/142799.jsp
I have update the TOC list http://klse.i3investor.com/blogs/stock_pick_2018/142761.jsp
2018-01-04 10:12
Hi Tan KW bro , can help to check why I cant add transaction in the description. I am sorry
2018-01-04 10:21
hmm.. there is no shares allocation in my portfolio, do i need to add myself ?
hmm. because there is no shares allocation in my portfolio when i visit http://klse.i3investor.com/servlets/pfs/99966.jsp#tabs_group2 the button available is "Create your Own Portfolio?"
2018-01-04 10:41
it is a mistake. let me fix it. check again http://klse.i3investor.com/servlets/pfs/99966.jsp
alexchua hmm.. there is no shares allocation in my portfolio, do i need to add myself ?
hmm. because there is no shares allocation in my portfolio when i visit http://klse.i3investor.com/servlets/pfs/99966.jsp#tabs_group2 the button available is "Create your Own Portfolio?"
04/01/2018 10:41
2018-01-04 12:05
Please put me in reserve list if top 20 do not submit. I was in the top 20 also according to your 2017 result. ;-)
Deleum 20%
Ltkm 20%
Ntpm 20%
Opensys 20%
Tunepro 20%
Tq
2018-01-04 17:55
can put tun @calvin taneng on the reserve list????
i m sure alot of forummers here r interested to see his picks for 2018.
2018-01-04 18:42
My Stock Pick for 2018:
1.Heng Yuan 1500 shares @ 16.96 $ 25,440
2.Airasia 8000 shares @ 3.49. $ 27,920
3.Comcorp 20000 shares @0.76. $ 15,200
4.Rev 40000 shares @ 0.46. $18,400
5.Drbhicom
5400 shares @2.39. $12,906
Total $ 99,866.00
Appreciate if my entry can be included.
Regards and Thank you.
2018-01-04 19:37
If based on %
Hengyuan 30%
Airasia 30%
DRBHICOM 15%
Comcorp 15%
REV 10%
Thank you.
2018-01-04 19:42
The contents is full. Pls submit only if you are THE 17 WINNERS listed @ http://klse.i3investor.com/blogs/stock_pick_2018/142799.jsp
2018-01-04 20:15
Hi Tan KW
below is my pick, sorry for late reply.
AIRASIA 30%
AAX 30%
LEONFB 15%
EMETALL 15%
SCIENTEX 10%
THANK YOU.
2018-01-04 23:05
Biohldg-wa 20%
Inta bina 20%
Gadang 20%
ssteel 10%
Cresbld 10%
Salute 20%
2018-01-04 23:15
Mr Tan, Kindly set up below portfolio. Thank you.
1) MMAG-WB - 25%
2) MYEG - 10%
3) Tguan-wa - 20%
4) Cuscapi - 15%
5) Penta - 15%
6) Frontken - 15%
2018-01-05 08:15
John Lu 《HENGYUAN upgrade to SIA LANG》 TP RM30
Yistock, good pick. Frontken still have upside?
2018-01-05 08:19
John, i believe so. New capacity & additional stakes added in taiwan ares green. The earning should be good. Fundamental looks excellence. Oil & gas is stabilizing. Frontken has several MNC O&G companies in their portfolio.
Last 2 years, frontken running on 1 engine. 2018 hopefully both engine run on turbo.
Posted by John Lu 《HENGYUAN upgrade to SIA LANG》 TP RM30 > Jan 5, 2018 08:19 AM | Report Abuse
Yistock, good pick. Frontken still have upside?
2018-01-05 08:26
John Lu 《HENGYUAN upgrade to SIA LANG》 TP RM30
Thanks Yistock!! I like cuscapi also
2018-01-05 08:29
@YiStock MMAG-WB price < 0.10
Mr Tan, Kindly set up below portfolio. Thank you.
1) MMAG-WB - 25%
2) MYEG - 10%
3) Tguan-wa - 20%
4) Cuscapi - 15%
5) Penta - 15%
6) Frontken - 15%
Posted by YiStock at Jan 5, 2018 08:15 AM
2018-01-05 13:56
The contents is full. Pls submit only if you are THE 14 WINNERS listed @ http://klse.i3investor.com/blogs/stock_pick_2018/142799.jsp
I have update the TOC list http://klse.i3investor.com/blogs/stock_pick_2018/142761.jsp
2018-01-05 14:03
Hi Mr. Tan, Thank for the reservation.
Please find my pick as listed below:
a. SAPNRG (5218) -20%
b. Tekseng (7200) -15%
c. OMWOG (5243) -15%
d. ICON (5255) - 15%
e. Prlexus (8966) -15%
f. OWG (5260) -10%
g. RGB (0037) - 10%
2018-01-05 19:15
The contents is full. Pls submit only if you are THE 12 WINNERS listed @ http://klse.i3investor.com/blogs/stock_pick_2018/142799.jsp
I have update the TOC list http://klse.i3investor.com/blogs/stock_pick_2018/142761.jsp
2018-01-06 13:12
Hi Mr @Tan KW. Great that we are still having the yearly stock pick. Thanks for previously reserving a seat for me. I was totally away from the market since Jul 10, 2017 until last few weeks due to focus shift to my newborn (heh).
I think this is my first time not participating since 2014. But I will be monitoring the participants this year to learn more from everyone.
Good luck to all participants!
2018-06-07 10:08
winidapu
hi everybody. happy new year eve and happy new year 2018! I guess it's too late to join stockpick contest. Anyway, just wanna share my selection for 2018.
1. BCM Alliance - laundry machine and medical equipment.
2. CME Group Bhd- Fire fighting equipment, fire engine, some property dev.
3. SKH Consortium - IT company, software, some property/construction.
4. Censof - IT, software business for government & commercial sector.
5. RGB - gaming/amusement machine.
6. Engtex - water pipe, hotel biz, property dev.
7. KSL - property dev and management.
8. LCtitan- petrochem
9. Parkson - shopping mall
10. TChong - I drive a nissan... hahaha
11. Zhulian - household, health, many products to SEA
Lucky clover shine shine shine!!!! Hope my stock pick is ok! Opinion are welcome!
2017-12-31 13:40