Rex making loss this quarter. but the share price already increase to RM2.50, but its pe already drop to 44, i had seen rex trader at over pe 100 before. Definitey, rex will scare away lot of retailers away but not me. I had seen its value as the only left consumer company in bursa which is able to do food, drinks ,energy drinks and biscuits. I am going continue to hold rex.

Rex finally reach RM2.20,I believe more good news will coming soon.

Now,insurance detariffication still left 3 weeks to implement, Rexit will be very busy start on next month and is time to enter the next stage of growth after July.I will going to accumulate more rexit,because it probably to go to main board market and this will attract more fund to come to buy it in the future.

this quarter spend RM26million , total spend nearly RM70 million for the last 4 quater,Something big is coming soon.

Rex finally give 2 sen dividend after 7 years.

I had bought in Vitrox

According 01.04.2016 - 31.12.2016, revenue from Asia has increasing to 44% from 42%,Malaysia has drop to 35% from 38% and others has increasing to 21% from 20%. Asia religion including China, i think is slightly become important for the company. Ofi had foresee the china chilldren will getting more due to 2 child policy, Ofi is believing the china people which is getting richer will demand more snack food.

Eig today closed 92sen after one years plus below 90 sen. Looking forward for Eig to go higher as i put my faith on women spending power is increasing yearly.

I has started my initial investment to buy ofi at RM1.57 today.I am looking to add more OFI in the future. I will treat OFI as one company of my porffolio for my long term investment.Hope the OFI can enhance our shareholders value.Although it is just 376.8m in market capital for the price of RM1.57. I am putting my faith that It is a gem that got potential to become giant consumer company of becoming 1 billion market capital. My favourite counter, Kawan had made it, i believe OFI also can make it.

I had read for the last 3 quarter report. I am excited after i had read for the reports.The latest quater had stated the Group is currently in the midst of machinery acquisitions for some expansion projects for new product lines. Ofi had spent RM6.116 m for quarter 1,RM15.201M for quater 2 and increase to RM21.545 m for quarter 3.

Today,I had seen many food price (milo, nescafe and 100 plus)in supermarket increasing very high recently,mean our malaysia inflation is terrible, i believe more people will be suffer to buy food,however food companies will earn more and getting richer as people must feed their mouth.The last food and beverage gem in bursa,Rex will going to test RM2 next week.

Revenue drop this quarter because Eig is spending lot of money to give discount for brand branding and promotional activites to start their initial investment in Indonesia. Once Eig start to reap fruits from expanding to Indonesia who has 260m population, the performance of Eig will improve a lot.

Mr Brian has the knowledge investment field and would not chase high to over expensive investments. He knows his family company is undervalue now and give confident to our minor shareholders to hold. I had accumulated enough the eig shares that i want.Eig is time to push back share price to RM1, even RM2..

I suprised that Mr Brian Chieng Ngee Wen bought 15000 shares at RM0.87 today. Mr Brian is the boss second son , who was working at high level management of Affin Hwang Investment Bank, he was redesignated as an Executive Director of EIG on 1 April 2016.He came back to help his dad and elder Roderick Chieng Ngee Kai

Now, inflation are very terrible in Malaysia, sugar rise, petrol rise , it make poor citizens like us very suffer .I believe more people will go buy biscuit that produce by Rex to save money.

Luckily ,rex has rebound and closed RM1.70 today.Even i already hold rex for more than 2 years, I also been scaring and under pressure by the share price for 10 days consecutive for downtrend, everyday drop 1 sen since it reach high peak of RM2 at 16 February.

Kawan is also favourite counter for many small retailers like me. We will accompany Kawan to grow bigger.

I predict the two companies who just get their license will make price war to eat Myeg current foreign worker recruitment just like 10 plus year ago, Digi keep on lower telephone charges to challenge Maxis and Celcom. Dnex has help the two companies to lower their charges in order to survive against Myeg. Finally, our sme and listed companies will benefit because they will pay lower charges to renew their workers.

I chase high buy my first investment at dnex after i sold my myeg. Dnex will be the new potential threat to help Bukit Megah to challenge myeg at recruitment and management of foreign worker . Malaysia got 3 million illegal foreign worker not yet register yet.

New product, Kawan Onigini from my so long waiting new factory has released. This is the first blood that coming from the new factory. I believe Kawan will continues its innovation and creativity to produce more new food by leverage the factory. It is on right track to grow bigger.

Aiyo, i thought rex will be tapao away by people at RM1.65. I surprised that Rex still able to move to RM1.83 .There are people are paying premium to challenge the overtake.

Kawan is hungering fo growth. Our friend is venturing into food truck business. We will see food truck going a lot of place such as office, pasar malam and kampung to serve for the community. More important, hope kawan will reward our small shareholders bonus soon.

I sad that i loss opportunity to invest in a company which is going to enjoy continuous growing profit from new production of energy drink and biscuit. What to do, i just can say that are too many croc privatise growing company, but listed the company that unable to grow or cash out mature company. This is rule of capitalist game.

Rex today very big volume . Got people buying 5000 lot at RM1.62 and RM1.65. I had not seen Rex has such a big volume since two years ago. I believe Rex is going to benefit by new production of energy drink and Mambo biscuit. Bursa dont have much company that doing food and beverage together. Rex is the last f&b sleeping giant to wake up. Ini kali lah!

http://deepseafisherman.blogspot.my/2017/02/blog-post_6.html

Got news about government vietnam that they want to make gamble at football match to be legal.

I am glad to see Rex suddenly shoot up with little volume and closed at RM1.58,looks like somebody is collecting Rex.Hope Rex can continue its rally in the future.

Genting family can become so fortune because they do casino.
Genting family desperate to built casino in America, England,Japan .Last time, Genting fail to built casino in Macao, if not, i believe Genting is the richest typcoon if they able to do casino in Macao at few years ago.
That why VT wanna do casino because he loves all his children, he want pass the fortune which can multiple to his next generation in the future.

I buy bjcorp is for long term because i think bjcorp can reach RM1 in few years,even it can reach toRM1.50.Add at RM0.40 or even RM0.50 is not different much if i trust bjcorp to reach the tp.
Vt has 11 children. Vt has to grow his company to take care his generation if not inflation will eat out his family 's wealth

I dont save money in fixed deposit, I put my cash in bursa.I treat buying stocks as doing business.
When i buy a stock, i plan to hold long term.
PPB ,Oriental and Genting family can become so fortune because they hold their share price tight for so many years.They will pass their share to next generation to keep the weathly of their family.
I will sell if the company fundmental turn bad. I has other investment in kawan, aji,tmclife,rex, eig ,ghlysys and myeg who i believe they can still grow for many years.

I sincerely hope bjcorp can reap fruits from Vietnam Lottery, by getting dividend from lottery business to reduce the heavy debt of bjcorp , then its true value will appear if debt reduce.
That why i must wish the Vietnam Lottery to be success.

Bjcorp and Hapseng are business diversified company that listed for more than 20 years ago.
Both company are selling car, doing property ,hotel and finance.
Going back year 2007, Hapseng market capital was around RM1.8 billion, while bjcorp market capital was around RM2.2 billion
After 10 years, Hapseng market capital reach RM22 billion, while bjcorp market capital is still below RM2 billion.
Vt is always being the top 10 richest tycoon since 90 s, but he has dropped to 19th today due its company share under performed.However,I believe Vt will regain his top 10 position if the shareprice coming back.
Hapseng boss today become the 6 richest tycoon in malaysia due to booming up share price of Hapseng, the book value of the company is 4 times multiple about its nta.
Now,Hapseng's business main stlll focus Malaysia, while bjcorp had extend its empire to Philippines, Vietnam, China, Japan and Korea.
So that whys, i think bjcorp is worth to invest, because i like its status of multi national company and no more only depend to Malaysia.

http://www.enanyang.my/news/20170131/%e3%80%90%e7%8b%ac%e5%ae%b6%e3%80%91%e9%83%ad%e9%b9%a4%e5%b9%b4%e7%a8%b3%e5%bd%93%e9%a6%96%e5%af%8cbr-%e6%9e%97%e5%9b%bd%e6%b3%b0%e9%83%91%e9%b8%bf%e6%a0%87%e6%8c%a4%e4%b8%8b%e9%98%bf/

These 3 days, i had seen the volume had starting coming back. Today,I chase high to add bjcorp at RM0.40.

http://www.sinchew.com.my/node/1608929

Many restaurants' owners are frustrated because government will impose machine to track their received payment. They can't hide cash payment into their pocket as avoid tax if the machine are impose beside their cashier.

Sorry to restaurants' onwers who are complainting it because you are making the crony to be more rich.

I had add some bjcorp due i look good on the prospect of lottery business at Vietnam.
Here is my assumption, i might be wrong.
Bjtoto market capital reach RM4 billion, it able to survice in competitive lottery in malaysia to share the market of 12 million people(60% of 30million citizens unable to buy lottery) with the other two big name: Kuda and Magnum.
Vietnam got 90 million people (100% citizens can buy lottery) and it is only computerised (now people lazy tend to go to quee at shop to buy lottery ).
Bjcorp stake in Vietlot should be worth RM12.24 billion (0.51x0.8 (stake at vietlot) x 90 /12 x 4 billion) in the future.

Today, i continue to add some Rex,even chase high at RM1.53. Rex is only the last black horse left in food and beverage business.

I was dissapoiting after seeing Rex perform poor result for the last two quarters, i was doubt for myself that i had invested and hold in wrong company for pass two years.
However,after i had read the latest annual report, i chase high to add Rex at RM1.51 today.
The company introduces new energy and flavoured drinks such as Rexbull and Rexberry and cream biscuit under name of Mombo.
it is showing Rex desperate to grow and would become more completed food and beverage company by having energy drinks and biscuit.
I had not buy enough unit of Rex that i want.
I will continue to acumulate Rex when i got extra pocket money in the future.

Last time , i saw ghlsys was trading at pe 80 plus , now pe only fall to 40. Annuity based revenue on 1h of year 2016 increase 13% from 95.4m to 107.8m. Annuity based revenue is recurring income , means company at least secure the same income in the future, even the company unable get new customers. i will add more ghlsys if i got extra money because i seeing its annuity based revenue keep on growing.

Yes,it is growth stock,I had been top up many times for this stock since year 2014. It is situated at deep blue industry which is "Halal Food". As an example for Malaysia, Malaysia is moving to become Muslim country because the rapid growing of population of muslims. I can see the non halal restaurants are struggle and need to close shop because chinese population grow too low to fullfill their business One bursa example is OVERSEA which is doing non halal food restaurant business are keeping making losses.This scenario is happening a lot at other countries. Only to survive, i will keep invest on the company which is able to earn those muslim money.

I just add little at RM3.45 in this morning. The factory will be estimated to start or renting their store for freeze on 4rd quater , probably will after September,hope the share price will hit RM4 soon.

I will continue to hold or even accumulate Rex because i think the new management are working hard to lead Rex in the right direction to become growing company
Although Rex will lost contribution of 20% revenue from China market by dispose JYR,but i believe the expansion of Indonesia will cover the gap of the 20% in the future.
Indonesia is having 260m citizen which is about 8 times of Malaysian (31m).
I am positive about growing of Indonesia.There will be more middle class going to increase from Indonesia due to growing gdp. They will have more disposable income to buy canned crabmeat and frozen seafood from Rex.
16/06/2016 22:35

Both of Rex new management want to focus to do business at Asean and consolidation of operations.Rex will utilize the disposal money which is RM15m of RM21m to expand into Indonesia. Rex will upgrade their factory which is located Jawa Timur that is capable of producing canned crabmeat, escargot and other seafood products.
The management intend to reduce dependent on manual labor during the packing process to move the empty cans from pallets into the system to fill up with seafood.
They will install suitable machinery to further automate the production line of PT Rex Canning to achieve higher output at an improved speed.

Rex new management -Mr Darmendran Kunaretnam(own 5.7%) and Chee Cheng Chun(own 20.4%) decide to dispose JYR which is belong to china business to the founder, old management;Mr Lee Chai Seng(own 17.4%) by RM21M. As a result, rex will cease exporting to China market which is contribute 20% revenue of annual revenue.

The last gem of food & beverage company in bursa,Rex is showing enthusiasm to expand into lucrative biscuit business. Although Rex never produced biscuit before, but Rex just bought 4.2m shares or 5.612 % of Hwatai which is considered as one of the oldest biscuit producer in malaysia, i think Rex intends to get the formula and knowledge from Hwatai. By leverage knowledge and experiences of Hwatai on their acquired biscuit factory, Rex able to short the gestation period. Soon, Rex will join the biscuit civil war between hupseng, jacob , Julie and Muchies.

Rex has foresee the lucrative money that made from biscuits companies like Hupseng, Jacob, Julie and Munchies by acquire a biscuit factory.I predict Rex is going to produce biscuit and get a piece from multi billion biscuit business. If Rex able to produce biscuit, it will be the only one company which able to produce cans food, drinks and biscuit in bursa.

Sorry, this is very boring stock and suitable for old man like me.I already hold this boring stock for one and half year. I even chase high at RM1.51 recently. This is the last gem in food & beverage companies that need to awake. Rex is starting to become ambitious and will aggressive to expand their business into middle east who has 400 million population soon.

As a minor investor,I am excited that Ajinomoto is going to open new factory to do new product to meet the demand from middle east and south east asia. More importantly, i can see the trend of the muslim population is growing rapidly in the world wide. Ajinomoto has obtained halal certification from Jakim, this is very important for the company to get the trust and confident from muslim to consume its product. Muslim's business is multi billion cake that ajimonoto should not ignore.

Although kawan new factory is just built on land of 15 acres only, looks like very small. But bear in mind, dlady is just using two piece land which is total 10 acres only ,one land is for factory(8 acre) which is built on year 1960 and a warehouse land (2 acre) is built on year 1989. It is unbelieveble, that dlady is able to grow 45 multiple times from year 1987 to now. I believe kawan is going to repeat the success of dlady that had done in the past , so i has put part of my savings to invest in Kawan.

Just left 39.719 million wa to be convert that need RM36 million. The boss, Mr Gan already spent his entire life to grow his company through passing hard time and will not let their wa to be expired like that. The boss is work hard to improve company's cash in hand position. 100million is needed for capex soon.

Based on the latest quater report, kawan already has RM63 million in hand, waiting to get extra RM46 million (money from remaining warrant that not yet convert). Kawan is expected to has RM109 million in hand after July. With 109 million, kawan can aggresively to expand and to buy the most advance food processing equipment to produce new kind of food to meet the demand of growing of the population from whole the world.

http://finance.yahoo.com/news/technavio-announces-top-eight-vendors-174000612.html

According to the web page, there are 8 great food companies who are the leading vendors in halal food market

1)Al Islami Foods ( Dubai)
2) BRF (Brazil)
3)Kawan Foods (Malaysia)
4) QL Foods (Malaysia)
5) Nestle (Switzeland)
6)Prima Agri-Products (Malaysia)
7)Tahira (Europe)
8)Saffron Road (United States)

With the rise in the demand for halal food products, producers from the non-Muslim countries such as the US, Brazil, and Australia are keen to tap this opportunity.