i take the risk and getting more. coz i think probably its under attack for collection lol
1.5 months to go.. go go go..

hmm.. how come? under attack or someone de-invest?

come come, come back again. short term TP 1.20, mid/long term 1.40-1.60

"We will continue to focus and improve on our manufacturing capabilities to enhance manufacturing yields.."

"The Group will simply focus on the current business segments and invest accordingly to the market demand and growth. Due to the positive currency scenario, the Group will remain operationally profitable going forward."

hope they dont bullshit us la xD

yup, forex loss should be minimized and more nett profit projected.

spanish bull festival on~ oppss.. malaysia bull festival on!!!

i can say... should be good for msia market, no matter short term or mid/long term. as this time the fed had make everyone believed it was going to raise the rate thus make the ff had packed the final hot money baggage and left msia already, putting msia at attractive price for forex, bond, stocks in asia. who don't want to invest here?

C-12

Market Avg Price
0.19460

Buy Rate
70.23 %

haha~ alright :)

hi icon8888, have u collected enough? i have a potential one, hope its the same as urs. u may look into it when u free.

SINGAPORE (Sept 17): Malaysia’s ringgit and Indonesia’s rupiah are the most attractive emerging-market currencies to Morgan Stanley’s asset management arm after a selloff drove them to their lowest levels in 17 years.

The currencies are Asia’s worst performers this year as a slump in commodity prices hurts exports as the U.S. prepares to raise interest rates. Morgan Stanley Investment Management predicts the ringgit and rupiah will outperform peers and says developing economies are unlikely to face a repeat of the so-called Taper Tantrum of 2013 when US$70 billion was pulled from their bond markets after the Federal Reserve signaled monetary stimulus would be cut.

“Malaysia is the cheapest from our medium-term foreign- exchange modeling in emerging markets, and Indonesia is second,” Jens Nystedt, managing director at the New York-based money manager, said by phone from Jakarta on Wednesday. “Given the selloff that we’ve seen in both currencies and bonds, you’re rewarded to take exposure at this point. India looks attractive but not as attractive.”

A Fed rate increase this year won’t surprise investors and further losses in emerging-markets exchange rates will be temporary as they’ve been declining over the past year, according to Nystedt. Narrower current-account deficits in Indonesia and India put them in a stronger position to endure outflows than two years ago, and both nations are candidates to exit Morgan Stanley’s “Fragile Five" list, he said.

“India and Indonesia have taken steps in the right direction given the new governments that have come in to being, and India in particular has been more bold when it comes to reforms compared to other markets,” Nystedt said. The money manager, which had US$403 billion of assets at the end of June, also favors government bonds of the two countries along with Malaysian sovereign debt, he said.

The ringgit has lost 18% this year, as a slump in crude oil prices hurt exports and allegations of corruption against Prime Minister Najib Razak spurred outflows. Najib has denied taking money for personal gain. The rupiah has weakened 14% and the rupee has fallen 5.1% in the same period, data compiled by Bloomberg show.

Malaysia’s local-currency bonds have handed investors a 2.6% return, compared with a 5.7% gain in Indian debt and a loss of 2.9% on Indonesian notes, according to indexes compiled by Bloomberg.

COME BACK FF

http://www.theedgemarkets.com/my/article/morgan-stanley-investment-finds-ringgit-rupiah-most-attractive

tmr i will show u ff is another round of nett buyer.. xD

the resistance to test: 1690 and 1725 are referred from ppl expert in wave.. not from me.. but i do believe in it with what is happening. at least for now.

nowadays with much volatility, ppl tend to take profit for call warrant. causing the popular call warrant (with high volume) in low premium or without premium. but once the cloud / uncertainties causing by fed is over, china stock rout is done, msia politic is clearer. i believe the premium will come back.

next 1690.. then 1725..

i guess today also same. this stat is the best proof, dont simply say things to frighten ppl for ur own interest plz.

my personal view. the stock market fund effect is jz at the beginning, breaking 1700 is very likely.

last mon, ff nett buyer

15/9/15 Bursa Trade stat (RM) :
Institutions (57.8%) – net SELL 80.1 mil
Retail (19.0%) – net SELL 61.6 mil
Foreign (23.2 %) – net BUY 141.7 mil
Total Value traded – 2390.6 mil

btw, i started introducing this stock to more ppl now eg my friends after i have accumulated quite some amount. time for publicity. faster accumulate if u havent xD

FY 16 hopefully can hit the nett profit target of 13-14 mil per Q

even the USD/RM is 4.35 in the end of Q, next Q results still have at least 3mil nett profit after minus off the forex loss. and if there is no other surprise, FY 15 ends with nett profit 0.5 mil. i'm pretty sure =)

=)

might?

so u are worrying and is not their supplier really abandon them right?

my take is so simple about the impact of FED interest hike:
1) how much hot money flowed in and how much have been flowing out?
2) why the stock stimulus fund kicked in now? (will u kick it in if u estimate still have bunch of foreign money going to flow out?). i kinda believe the stimulus fund is buying at low. unforseeing international factors though, but i believe ppl around najib are wise ppl.. unless msia in another political deep shit (ppl get killed or najib got trial), call warrant seems a better bet.

i don't know why still got ppl think fed rate hike is still a big issue for msia foreign investment. really make me scratch my head..

why worries.. jz bcoz weak holders r saying bye bye..

the profit is not for those distrust gkent..

handsome profit will be for those who are patient..

i keep mine in fridge, few years later only take out for selling, meanwhile i'll enjoy sipping the dividends..

come come someone grab the 43 cents then we set to go xD

i'm in =)

this thread is damn good for learning. thank you all the experts ;)

bought some today. i always collect bit by bit from time to time..

dont know got chance to have the 1st break out surprise or not by today

it's fine =)
jz wait for good surprises =)

From the tapering of QE until now, the time that everyone is expecting FED interest hike, there have been many rounds of outflow of hot money out of Msia. I came across an article saying the outflow is almost or likely done. With the "soft landing" from FED, there won't be any big happening once FED announces the interest hike.

China, Japan and Europe.. Esp China will always come out with measures to tackle issues, and they are still capable of doing it. I don't see anything big enough yet that will cause a crash in Msia stock market..

Only thing I worry is Msia politic.. But Msia always boleh, i hope? Everything will come to an end no matter what.

Agree in focusing export companies AND companies with great order book on hands which can last for few yrs ahead (esp with dividend policy). Safer.

i have a feeling that there are more new investors interested in notion and coming in.. hmm.. nowadays getting harder to buy it with some ppl keep eating up.. it going to affect my accumulation price..

of course long term

short term ? with so much volatility, are you kidding me ?

+1

I dont include Mon in t+3 calculation.. coz i think Monday buyers are mostly genuine buyer. I remember klci was opened with gap down -11 point on Mon. And for gkent open lower too in beginning and there wasn't much volume until the bulky volume come in afternoon. They seem like a genuine buyer for me.. so I think t+3 contra sell should be over ad. I think only la, I'm not a t+3 expertttt.. Anyway the momentum is strong, should able to absorb if there is remaining contra like today..

Flushing the last batch of t+3

No no no... contra effect. T+3. Next trading day onwards is a bull trend for gkent. Load up ur last gkent holding for now if u seeking to add more :)

tickets running out

coming few Q results probably not much improvement/stagnant/fall back. but in future (half year later) should be a shining star. for mid to long term investors.

calculate the profit per yr... if they continue giving 57% of profit as dividend. how much u will get? it wont change no matter how the market is. jz keep. u may see a close to 10% d/y (for 5 yrs!!) even ur cost price is 1.30. this is for patient investors though. unless they screw up la~

i aint let go so low

haha.. it's up to u, but serious? u bought gkent under this economy circumstances and u aim for such little of profit? i humbly advise u reconsider.. think over about its net profit in coming few years.. 1.50??

i dont know bout others TP 4.00 or 5.00

no need to think.. 2.6 at least

the news hasnt released to public coz =)

my remisier told me.

2.6 come come

Gkent got it =)

i didnt have any chance to speak with them yet. coz i'm a relatively new investor for notion. but i have some friend's friends start holding and accumulating it half year ago. they bought in bulk overtime. that's how i knew about this stock from my friend. they are successful investors who are patient. =)

but i'm aware of the things u said, and they are true about antidisc stringent requirement, higher write off inventory due to higher rejected products. and they have spent some capex to bring in new equipment to improve it.

other than investment, i have confidence in their precision engineering coz they are the market leader. the nightmare of forex hedge loss is over. they see profits in coming, and the precision engineering is more profitable than before for coming years due to the rise of USD. as we can see, they have vow to focus in improving the efficiency and profitability.

i'll try to attend the next agm too. maybe we will able to see some famous investors at that time like cold eye. i hope =)

that 200 lots is probably jz 10% of ur total holding for trading ya ;p
i'm not keen to trade at this price.
maybe later on when it's high enough, 10% as well =)

Don't care bout them lo.. those exiting are weak holders. Hehe.. there are some investors absorbing their selling.

I think interested investors should play this stock like warrant buffet or cold eye style. Buy and don't give a damn care on market movement. Tickes limited. Thats really matter. It's jz a matter or time there will be no more seller at current price, and trend to higher prices.