Holy Crazy Shit. EBITDA 550million to be added to existing earnings. How many companies can make this? Could be worth up to 6bil if they can make this true. Triple current share price to reach 6b. and there's still less than 10 PE. Can we imagine a 15 PE?

After one off dividend, suffer every quarter by paying lease of hundreds milions. That's not MRFS16. That's real cash paid every quarter for the lease. Worst still what happens after the lease ends? Buy new aircrafts?

Digital business? You mean airasia can be a digital company without the real air transport business? that's the most capital intensive business

Holy shit. 50mil cash generated from 1H and 180mil in bank. This is crazy crazy crazy money. Well done to all investors.
Best still 200mill orders secured.that again beat 2017, 2018, 2019 sales figures.

Will get it right to reach 1st TP RM1.60 of great valuation for this great technology company.

One of the greatest performances on IPO day in recent years here at Bursa. Congratulations to fellow investors and traders. But we're still surprised by the pricing by I-Bankers for the IPO price certainly worth more than RM1 for this stock. Greatech as well. These two shall be placed way higher to help raise more capital for the firms.

The stock price is directionless, investors are clueless. Very sad case in investing.

Notice the noble intention of CP, but to not participate in the greatest streak of bull market of the century is as ridiculous as putting money in fixed deposits in developed markets. Pick some growth stocks without over paying, I'm sure will do better than staying aside.

EPF dispose so what? That's the most naive thing I've ever heard regarding investing in Malaysia. Be in mind to check the investment amount and stocks controlled by EPF and PNB in Bursa Malaysia. And check the amount against foreign fund, you will know the who are more substantial in this local market. I can't recall any foreign fund investing in HY except the chinese takeover from Shell.

Be careful with the crazy valuation for a stable FPSO business. But great for EPF to dump ytd to lock in profits. Thats lovely for EPF members.

From our understanding several funds are still picking up so demands are far exceeding the supply in terms of stocks. Great analysis from a retailer point of view anyway. Can go deeper to understand more about the business

Still a joke that with this level of profit the company is worth more than 800m ringgit. Simple math will lead you to value the company at most 500m. thats about 60% overvalued at this price.

Study deeper and visit the plant. Then you know what's going on in Greatech. Deeply undervalued at any price below RM1.20

I think you've not realised what's happening in Greatech. Go to Penang, visit the Plant and talk to the management then you should know what to expect in 2H 2019. All funds managers have taken note on the briefing recently.

Wonderful educational material by KC. Thumbs up for your write up. Z-score is a good indicator. Coupled with some logical analysis of whether a business is recurring/cyclical/project-based etc, one can start investing with good foundation.

Orderbook? They can't in even service their interest at this rate.

Be aware of the debt and restructuring exercise. Cashed out and stay out is the best strategy for this stock currently. Come back when restructuring is taking place.

Below 1 billion ringgit, that's a steal for any giant. Will easily be a target for many firms if this is listed in HK or US. So many people don't realise the assets they're holding.

Certainly see the need to leverage on bank money to raise up productions. Fine management and with oil selling above $60, the company is in very fine position to be a great example in the E&P success story book. The quarter report has been the most professional and best reported among Bursa counters, this standard shall be maintained and more international investor roadshows should be carried out as well. Good Job.

Well agreed. If the returns of EPF is higher than 8k a month (or any needed monthly maintenance expenses), feel free to use them in risky tools like stock investment. Another alternative of investing in bonds and dividend play will be great if you know well for the credit market and role of interest in income play. This alternative is safer than pure stock investment but need rather high skill. All in all, EPF or Amanah Saham (the fixed price ones) are among the safest havens you can find in Malaysia.

congrats guys. still the most solid O&G company in Bursa. Finger licking good amount of cash generated.

suing back ORION so that no need to pay profit guarantee? Did i read this wrongly?

expensive stocks go higher, cheap valuations stock stay low. Market will stay longer than you can stay sane.

FA, drop in rig count in US. lord save this guy if he knows what he's doing.

when the share went from rm1 to rm10 u weren't here. now you're scratching your head figuring what had happened? and trying to calm yourself by thinking major shareholders will be worse than you? Dude they built the company they didnt buy the share at rm1, rm0.9, rm0.8 rm0.7 or even now. Wake over and get over. Cut.

Grow up dude. stop being silly posting so many pieces about layhong. cut loss and get over. learn the game of financial market.

Lol. the director sold her warrants and use exact amount to buy the mother. and you all can say till so much more that she could ever imagined. she just changed from warrant to mother only dude

Ya when price drops you try to justify with the fundamentals strength of the company. Bear in mind thats the past fundamentals!!!! Things change, the first to react is the people who knew it! It could be tax/tariff, it could significant rise in material cost, etc, all these lead to the smart money leaving this counter. Never even be stubborn to hold on a stock, when some party with much bigger funds are leaving. Don't fight the tide!!

in account already? I cant see them

JayC how you see the TP for this counter?

regardless of how great the profit is, the business is off for 2-3months this year dude. why not comeback during that quarter results? as simple as that

The next Serba to be. In terms of price action and market cap. Congrats to the strong hands.

P/E reduces to 16 after the outstanding profit surge in the latest quarter result. Seems resilient as the price is justified with the fair valuation. Looks really good if next few quarters' earnings increase. Have a good public holiday.

As a young group of analysts, we've been very comfortable in Tech sector, but we recently look into building materials and after our short investment in ChinHin, we decided to join Astino and participate in their journey. It is one few undervalued stocks in this industry and we're buying in for its value and strong fundamentals. Happy Investing!

Didnt manage to catch a glimpse after we placed orders few months back. It is going well as with our portfolio since we are adding it today to make it our biggest holding in our portfolio after offloading Vitrox and Elsoft. We are confident of this stock reaching P/E of 15 and then to reduce after announcing quarter results. The improved product mix has given this business a strong moat. Coupled with the global short supply of memory, this forms our strongest stance to bet big and hold. Top up as it breaks out. Let's wait for RM2.15-2.30 for its current business fair value and see if coming quarters improves. We will continue to hold if so, so that we can have another Penta/JHM/Vitrox in our portfolio.

It is not about time. It is valuing and finding misprice. We are lucky that we found Dufu is strongly mispriced and additionally, the earning is growing rapidly. Both lead us to only one path, Buy, hold and be patient.

Feel free to ask me more if you want to learn more about us. Happy Investing!

Can't believe we're late to discover this gem but we have been picking them up since RM1. Glad to see another strong performing company from Penang. We've found that the company is still undervalued in spite of its price surge for the last couple of months. Way to go and bidding hi to all Dufu investors! I'll come over to see once in awhile but we see this as a multi-bagger stock so let's judge by the end of 2017. Cheers!

Seldom answer this question, but let me help you a little. The estimated figure is a double-digit growth from the first half of 2016. We've spotted since early last year that a little increase in revenue will bring significant profit due to new product mix. If you understand what they were doing previously, and what they're doing lately, you should be able to grasp what i said and why profit margin increases at a higher rate.

Doing fundamental research is not merely figuring out why revenue is only that much. More work needs to be done like checking why margins are increasing and if its sustainable. If so, you shall be ready to buy more when price drops.

We came back in at RM2.60 after seeing hidden buyers and support. Still see its valuation at RM3.20, we are more than happy to buy when others are fear. Happy Investing!

See its fair valuation at RM3. Since it is ultra bullish company, will continue its uptrend like Inari with the opening of new factories in Batu Kawan. Growth story has been laid so well for the next few years. Will be great to see so many Inari-in-the-making companies from Penang. Hopeful for the company to introduce bonus issues and warrants after it reached RM4. Good Job! Why buy cheaply priced counters when you have an uptrend one with strong fundamentals?

Undervalued in terms of business prospects and NA per share. Collected between 72-76 for swing up trades. Also started accumulating for investing with a short term TP of RM1.10, before realizing its value at RM1.40-RM1.60. I like to call this sleep sound counter because we don't need to monitor it daily. It's timely pressed on but will gradually move towards it IV. Good luck!

A good comeback to solve the enterprise storage segment. With that challenges overcame at the time where HDDs are so lack of supply everywhere in this world, high HDD productions imply positive comeback for this segment. Coupled with the higher demand of RF testers, we shall welcome 5G to this world very soon. Glad to see Malaysia's revenue up and securing major deliveries to the US. Business wise? Cyclical but now is the time. Cheers to the shareholders.

Price action tells us something fishy here! Make sure you don't catch the last ball when the game is over. Music stops anytime, even when you're just about to dance.

Cheers for trying! Good luck!

Growth stock? Good business?

The story has been cooked up since half a year ago, and any price now could still be pressed lower. Simply because 'they' have their pile of stocks at cost below 50sens. While undeniably the business is good and as a business model researcher, we do really love the business model of AWC. However, the value doesn't seem good as compared to its business. Especially after seeing the thin profit margin. Concession is a fixed income, BUTTTT cost is a RISING FACTOR!

Buy wonderful business at a wonderful price. Happy investing!

Arank short term TP will be set at 1.35-1.40, mainly due to monthly capacity to be increased by 20-25% and also increasing Aluminium price, signifying higher profit margins. The biggest gem still lies with the Export Incentives which still has 8millions or so to cushion off tax and wields an edge off its peers. Since it is an uptrend stock, we would be happy to see Arank at 1.50/1.60 at the end of year, before the new production lines start off in big scale in 2018. We will then re-value this stock before considering to dispose off our holdings. In the mean time, we will top up during retracements unless new circumstances come up.

With its young average tree profile of 7 years whereby 77% of planted area is below 8 years old, we are eyeing solid growth for THPLANT in 2017 onwards till end of 2018. That's the reason we looked into this counter now even though we've found the low share price relative to its business fundamentals in the past 1 year. We've peers in portfolio management industry looking at it for a longer term play. But I've been told that they will increase stakes after results announcements in 2017. Sometimes it's not just about being contrarian, but about being much earlier than anyone else to discover, strategize and invest in companies. Good luck!

When maturity does not catch up with age, we tend to see that people do see other ways as correct but his/her own ways. Worse still, one starts to denigrate others. I hope he will his lesson like KYY as everyone respects him in the early days but soon turned into public enemy due to his attack on others. Why deny others based on your weakness? Just because you're weak at business sense and inability to predict the future of a company doesn't mean you should attack others like this. You call it 'vague"? Losing respect to someone is rather a disappointing act. Please don't end up like KYY as you two have failed to grasp the language of social media. Grow up!

As we've pointed way earlier, KCCHONG has done a wonderful job in value-ing a company in terms of its past financial strength. By writing this article, he substantiated his weaknesses in identifying business opportunity. One way of looking at business sense is to forgo all financial highlights, but look at its business models, industry and macro trends. That would be on top of all the FA's homework as recommended by KCCHONG in this article.

Coldeye has noticed how Bursa is getting difficult to make money esp by merely looking into FA like the way KCCHONG has done. He'd changed his ways to look into business growth, which is like what we've said: models, industry and macro trends. But bear in mind, we're saying that this 'business sense' is a supplement of what KCCHONG fails to see, but not a single indicator of investing decision. It needs to be on top of all FA work, which is exactly what KCCHONG is preaching.

We recently looked into this stock due to its resilient growth. Our traders also notice similar seller is reducing stake in the stock and recent price pressure has nothing to do with the fundamentals. Thus, we're buying at this sales price.

Both investing principles do work in Bursa Malaysia. Sadly, both guys are simply immature. KYY shouldn't have come out with this article in the first place, while the way KCCHONG ended his response seems to0 commercial and contradicts everything he said. Just open up COMMENT section for KYY and just stop telling people to join your course or write your email in the end for KCCHONG. Until then, you two are gaining more haters and having less weight on whatever you two write.

Question arises whether you're buying more or you're another normal retailer who fails to withstand emotions and be affected by price fluctuations? Secondly, why do you sell a stock that is growing healthily and refining their business model that now derives higher margin?

Stay calm and focused, go back to see why you bought into this stock in the first place. "Only when the tide goes out do you discover who's been swimming naked" - Warren Buffett.

Happy Investing peeps!

2 years to go the Inari way, in terms of growth and share price appreciation. But with the solid fundamental business model, I wonder why bother investing in other semi-com related stocks? Penta is backed with very resilient model, healthy financials, adept management and more importantly sustainable growth.

Hi guys, not been around due to work piled up from macro researches. Have not done much stock research as we've been very busy with Palm Oil analysis. Well done to those who follow our call in Penta and Gtronic. We've not been monitoring daily as we're very confident with the few coming quarter reports for Penta unless unforeseen circumstances arise. Good Luck and hope to see everyone here!