Value Investor Coo1eo

amits108 | Joined since 2013-06-21

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User Comments
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2016-04-29 10:58 | Report Abuse

@Sapphire - well said. Price is not in our control. U can see that there is FCF and healthy margins. Clear dividend policy. So this is a dividend play (fixed income) stock. Punters and speculators, please go and plan Inari, IFCA, Priva, KNM, KNN etc.

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2016-04-28 11:48 | Report Abuse

@grace123 - you need to check you facts if you quote history. look more than 5yrs..
In any case, I just said that this share is worth RM2.5 - price is not in our control. we only can estimate the intrinsic value

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2016-04-25 10:47 | Report Abuse

@Gainvestor - whoever is in this page and own Uchi nailed it :)
Worth Rm2.5

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2016-04-20 10:03 | Report Abuse

ValueCap.......read the AR2015

News & Blogs

2016-04-05 17:17 | Report Abuse

This list is not very complete...I know a few more companies in net cash position with DT>5%......in fact there is one jewel with DY 6.2% Century Logistics - check it out!

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2016-03-01 16:39 | Report Abuse

@grace123 - if you sold then why bother following/looking at this now....go focus on your "other counters" where you make more.

Uchi is not going to give u much if you consider this a "counter" to speculate.
If you look at Uchi as a well run and managed "business" with long term view you will realise the good yield and shareholder value.

I have been holding and accumulating since 2011, averaging at Rm1.30 and getting >7% PA (better than EPF)

Go away, don't need punters and speculators like you here. Go and play other speculative counters like Aemulus, Tiger, Nova etc...

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2016-03-01 09:13 | Report Abuse

decent results....can go to Rm0.35

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2016-02-29 20:26 | Report Abuse

where is the proof of "order of Rm100M book till 2020"??
I see the WIP going down, looks like no new business.

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2016-02-26 09:44 | Report Abuse

when is the earnings release?

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2016-02-25 09:27 | Report Abuse

Look at the Financial Statements....

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2016-02-17 19:15 | Report Abuse

Financial statements already showing cash flow issues. Drawdown rm200m to pay dividend. Time to run

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2016-02-17 11:05 | Report Abuse

KNN this one is stuck at 7/6.5 for iternity

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2016-01-09 06:26 | Report Abuse

Wait to buy ALS REIT at 0.28 lor....

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2015-12-30 00:02 | Report Abuse

Knn dividend in February.

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2015-12-29 08:23 | Report Abuse

Dividend for 2015 (half year) paid in Q1 2016

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2015-12-08 20:58 | Report Abuse

Sad and surprised. No more analyst is covering this company.

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2015-12-07 19:55 | Report Abuse

This is another knn lousy managed company. Like FGV and. MAS

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2015-11-20 17:41 | Report Abuse

@ivan9511 - we shall see.....your concept is interesting that Maybank share price cannot be below Bursa share price.....well what If Bursa drop to rm7.5?
Never be too sure......

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2015-11-20 13:16 | Report Abuse

Don't expect quarter results to be that great.....

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2015-11-20 13:12 | Report Abuse

Will go to rm7.8 before U-Turn.....mainly due to broader market sentiment. Also now ISIS, and all the uncertainty volatility is expected. Brace yourselves my friends.

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2015-11-20 09:49 | Report Abuse

Valuecap coming here- TP rm1.8

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2015-11-19 09:53 | Report Abuse

Big fish collecting at 0.97

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2015-11-14 01:47 | Report Abuse

knn ccb c0mpany

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2015-11-04 15:09 | Report Abuse

Lucifer - COGs (to buy hardware) is in USD. Current business and source of revenue is only in Malaysia. I expect the margins to get hit badly in the next earnings - wait and watch.
Also, in the past 6months there has been no news of any new wins......this worries me.

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2015-11-03 07:52 | Report Abuse

no new catalyst.....impacted by weak RM

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2015-10-26 14:37 | Report Abuse

this is easily RM0.55 share......will fly!

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2015-10-26 14:35 | Report Abuse

will fly to RM1.5 in next 6months

News & Blogs

2015-10-23 11:22 | Report Abuse

Inari has enjoyed tremendous growth together with the upcycle of Semicon industry last 2 years....however, 2016 and 2017 is expected to be slow...look at Gartner estimates. So just be cautious.

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2015-10-10 16:58 | Report Abuse

@hangus. Why fly?

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2015-10-08 03:57 | Report Abuse

PE 20 is high...knn

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2015-10-07 16:50 | Report Abuse

@skyz - i agree with you. i think he is not sinkalan...maybe syndicate who want to sell and hoodwink retailers like us to go and buy more

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2015-10-05 11:31 | Report Abuse

@iphone4 - given Affin's past 1 year financial perfomance (dwindling EPS ), I do not think (in fact i can say I am quite sure) they cannot declare 0.15.
HLB analysis is expecting 0.09 div this year.
i am conservative, and expect 0.07

Similar to Affin's owner (Bstead) the dividend drop from 0.3 to 0.18...

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2015-10-05 11:24 | Report Abuse

@891088 - where did you get the info that Priva is going to main board? Do they even qualify to meet the criteria??
please furnish some facts.

News & Blogs

2015-10-04 14:27 | Report Abuse

Of your list, the only one I think is undervalued gem is Century.

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2015-09-30 05:31 | Report Abuse

Don't trust this company. Wayang only.

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2015-09-21 16:57 | Report Abuse

i expect Maybank to be at RM7.8 soon...that is a good bargain

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2015-09-21 11:00 | Report Abuse

why dropping?

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2015-09-15 14:01 | Report Abuse

@ Jorgsacul......i am am watching. Enjoy yourself and make most of this volatile share price.
time will tell who is the BIG BOY :))

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2015-09-09 16:40 | Report Abuse

@Xiao Mi - dividend is declared in Nov. wait and watch