It has no reason to bounce back from its previous RM4 region. Now that MSCI reduction, we expect to see CIMB to fall below RM4. Rated as BUY below RM3.7

51 million shares to be dumped and you want to get your hand burned.

1.30 is a great start for the company to fully become a solar company (from its previous PVC business). I see it as a startup gaining traction with exponential growth. Isn't it great to be able to invest like a VC (as TS is a public company), whom normally seeks multiple times returns instead of percentage returns?

Anyone that comes out with fair value for this stock is nonsense as we have no idea how fundamental damage has been done. (So far we learned about last quarters results ONLY, we have no idea about the business changes). While the business has been affected, we shall wait to see management's adaption to the new climate (be it industry slow down or self-company model changes).

Note that as a value investor, one shall not hesitate to sell, regardless of price, when the stock's fundamental has deteriorated.

Note that as a value trader, there is no reason to trade this stock, no matter how the chart looks like when we know for a simple reason business is declining.

I dont see any reason to not port out from Maxis. Why pay more?

Profit is realistically going to rise in the upcoming QR results. Will see a good breakout and rise above previous high of 0.915. Goodbye Penny.

My understanding is that it will be profitable by year end. Let's see if my own analytics could be right.

As long as the management focuses on business and secures more project, security sector has no qualms about its growing prospects. We all know abt the insecurity within our neighbourhood and also the online world. Good luck.

In response to byrop,

1) Negative news that have been stated include removal of gas subsidies and foreign labour tax. I believe Foreign labour tax issue has been responded in the latest QR announcement, which states it could be offset and hence no impacts on earnings.

Gas subsidy removal? After years of that announcement and you call it news? Don't you know how low has commodities hit lately (Drive a car and pump petrol)? Gov needs to balance its budget you mean? yea, please spend more and they get it back with GST, my dear.

2) The new US president? Not to mention the election, even Democrats and Republicans hopefuls are still chasing to get enough delegates votes to be the candidates, and yet you already have a new US president in your world. Btw, there has not been any crash of stock market in any US presidential election year.

3) You mentioned PE is not on a fair basis due to different QR. Then, may you please compare with the same month, if that short 30 days could make a huge difference for such a large company. Learn more investing principles, my dear.

Singaporean rivals UG Healthcare Corp and Riverstone Holdings are valued at 18 times and 17 times their earnings respectively. TG is valued lower if you were to use such lame ratio.

4) Agree in the way that Malaysia have sufficient liquidity for glove stocks. The very minimal benefits could be assist in broadening the company's merger and acquisition horizon and boost attractiveness to both potential targets and also future investors. And compliance will be much tougher in SG, goodbye to those sharks.

There is no reason to command a 10x PE esp in a business that has no moat and competitive advantage. 21 sen earnings assumption have no valid reason too. Investors please never forgot to look into business models. If one has no moat or progressive business growth and sustainability, strong discount should be considered rather than assumption based on macro factors. Even financial valuation alone (without taking the business model into account), I shall refute this article's TP. Thanks.

Why Crash? It doesn't make sense in the first place to go above RM2 if you have done valuations and include predictive directions for this stock. If a stock is undervalued, the market will bring to its true value some time. The same goes VICE VERSA. Please, please understand the vice versa part.

Please don't queue at RM2 simply because it is a nice figure and easy calculation. I believe most are easily convinced by this. Learn more than indicators if you're traders, learn more than financial valuations if you're investors. Markets are't that easy. Wait for cigar butt pricing for this stock. For a range between RM1- RM1.5, patience is key.

I've warned earlier not to step in anything above 1.5, many couldn't resist when it showed slight rebound, which have no substantial reasons. Do not fall in love with stock you got into. Ready to cut loss or take profit at this point. Admit your mistake or realize your profit, this is your responsibility with your money, not anyone else. No one will tell you when to sell, but one can tell you when to buy (mostly after he/she had taken position). Please take note, dear readers.

Forecast? I believe it is more of random numbers without substantiate reasons. One should be wise enough to do own research and look into business growth and sustainability.

Love this piece of article as I feel integrity and genuineness in Mr Koon's confession. As we age and acquire more wisdom, it is time for us to educate the next generation through critical thinking. Don't learn by following, learn by questioning. Read all past articles of Mr Koon and all will get better in living a quality life.

Please wait at 0.04-0.045 to accumulate. Technical and fundamental changes will see Sanichi decline to 0.05-0.055 level.

Another BUY signal from Sg trading firm.

Here's a concise story for those who don't understand the SemiCon Industry.

http://www.mckinsey.com/global-themes/asia-pacific/a-new-world-under-construction-china-and-semiconductors

Quick guide, OEM companies are increasingly outsourcing the assemble and test part of the manufacturing chain to OSAT companies. OSAT companies require ATE (Automated testing equipments), and this is where Aemulus comes in. Hope this clarifies.

Please wait for attractive valuation. Accumulation price should be below 1.5, with cigar butt approach at 1.2

Not a falling knife still. Please be advised to wait for accumulation price below 4.40 before enter. Hope it helps.

Wait below 4.40, shall see stabilisation at this price. Then will be deemed good valuation. Searching for cigarbutt-approach price for safety. Will inform when found.

Retains my SELL rating. Regardless of USD/Ringgit performance, valuation can be seen attractive below 1.50.

For Cigar Butt investing, one shall visit Chinwell below 1.20.

Love the retailers play here, everything is going along market sentiments.
Easy to predict and play for technical trading.
Personally love the long term play, happy to see this becoming MMSV, and then KESM, and then Inari, and then MPI. Thats how wealth are built, not in one day certainly. Happy investing in this stock.

Support broken. Technically will see price around 4.40ish soon. Collectors should be waiting at that price. Pointless to see or enter any price from now till 4.40

Valuation looks attractive below 1.50, but main concern is still the sustainability of profit growth. Cigar butt investing can be considered around 1.30 level.

I believe what you mentioned is termed as Market Theory (efficient market hypothesis) in finance. My suggestion of critical thinking and layering of thoughts have nothing to do with finance courses.

Smart investors should at least possess 2nd level thinking.

In this article alone, 1st level thinking will consider which price level to enter or exit stocks mentioned here.

2nd level thinking will involve checking the motive (be it positive or negative reasons, equally likely) behind this article as well as analyzing several catchy phrases in the article. I conclude 2 most vital phrases that carry the most weight.

1. "Export manufacturers share prices dropped too much" - The 'dropped' comparison was done against strengthening of Ringgit rather than the % surge of price in recent months.

2. "when the increased profit is announced its share price will surely go up" - Two assumptions are made here:
a) Increased profit and b) a definite increase in share price.
1st assumption can only be defended if one has insider's info that proves increasing profit in the quarters yet to be released to the public.
2nd assumption shall be refuted as there is no current theory that could prove a definite hike in share price.

I hope my comment will exhibit perspicacious judgement for investors.

Please do high level thinking when it comes to investing.

Sister companies? Largest in the world? Even if they are, you call affiliation as moat? don't see a professor really, see a doctor.

With such a tight margin and relatively zero competitive advantage, one shall needs to have extraordinary reasons to get into this stock. Another worry is Chinwell's market segment, which focuses too much on Europe, currently experiencing deflationary concerns and sticky economies.

Sustainability is not attainable when there is no moat or product differentiation.

Rated as a strong SELL until pivot of model.

As an investor, biggest concern is still the lack of moat in this business. Fastening industry is mundane and Chinwell's main market is Europe, which currently lacks of strong catalyst despite QE. We hope to see Chinwell to perform better in any form to make the stock attractive in value. Not a trader and currency speculator, so I have no comments for stock pricing and Euro/Ringgit performance.

It is a relatively okay business without strong competitive advantage. Many are here due to a prominent investor and relentless recommendation by his followers. Worse still, they are betting that next quarter result will improve significantly and thus the appreciation of share price, without any significances.

Again, value investor shall search for businesses that even an idiot knows how to run, yet the businesses are unique and full of moat. Current price does not offer margin of safety. Any entry around this price is mainly due to influence of someone who has bought way earlier. Suggestion for this stock is to buy way lower to enjoy deep valuation.

Still require lower price for it to be attractive, due to its large discount to the lack of moat. Also, the EU, ChinWell's potentially important market, is facing huge problem after China's win in WTO.

At least below RM1.50 before strong consideration to take position in ChinWel.

http://www.reuters.com/article/us-eu-china-wto-idUSKCN0UX0DO

Thanks to JNG9678, many mentioned are the developments for TS and positive factors for the industry, which I deem as very under the limelight.

"The safest and most potentially profitable thing is to buy something when no one likes it." - Howard Marks.

Hidden Gem due to its underrepresented industry. Shall see very steady capital appreciation through 2016. Explosive and improving quarter results will see this stocks to pass RM1.50, which I deem as fairly valued by then.

Rates BUY and HOLD for current price.

Remains attractive due to its moat and competitive advantage as compared to Econpile and Ikhmas. One who does detailed research in piling industry shall understand the differences between these 3. All in all, Piling is a booming industry in 2016 due to strong demand in construction.

Ikhmas and Pintaras are preferred for unique moat reasons.

Pricing wise, Aemulus is recommended among MMSV's peers due to potential exponential growth in capital.

Will comment further with solid fundamental research.

Only accumulate at RM2.50 or below, considered an adequate margin of safety. Remains overvalued with the price of RM3 and above due to its business model, system and management (external factors are yet to be accounted for).

Thus, rates as SELL for the current price unless any substantial improvement for its business performance could be seen.

*Research is based on unique value fundamentalism and has nothing to do with prices and technical analysis.

Collected this morning for its great Value and cheap Price. Ready for long haul investment to see steady capital appreciation in the coming years. One of the strongest fundamentals in consumer sector, with great moat.

Good hammer. Enter for rebound.

Piling Industry is booming. Only 3 companies are listed. Pintaras and Econpile are Value Stocks while Ikhmas is the only Growth Stock. 3 companies are trading at considerable P/E with Ikhmas being the lowest in terms of earnings.

http://www.thestar.com.my/business/business-news/2016/01/09/piling-firms-off-with-a-bang/

Passionate about this industry? Just buy all 3 stocks in this industry. :)

Dirty? I did not say anything bad or wrong about this stock. I personally invest in this stock. Rather than asking people to buy after I had bought some, I merely ask investors to invest with wide safety margin, esp in this volatile time. You might not like facts, but feel free to point out what did I say wrongly.

Fairly valued. Investors should not be chasing. Any uptrend only allows some 'uncle's to get out without telling retailers. Still a good fundamental stock, but buy with margin of safety (below RM2). Remember, someone has recommended, he/she doesn't and will never tell you when he/she sells. Together, we can fight this.

Still very attractive for investing. Growth factors are yet to be factored into price. So far only known info (announced contracts) are accounted. Suggest longer view here since it is still very new in Public market. Macro and market wise will drive this counter up due to sectoral play and fiscal policy.

Collect more. Gap down without reason means collect.

Low ROE, among the worst Bank counters. Without a huge margin of safety, else investors should not be here. unless you are punters/gamblers/speculators.

No worries, Buffer. Can be assured you a very good return if you could hold it for a few months. Short term wise, you can sell after CNY. Will still be decent profit.

waiting at 2. Gapping down in shape. DJ futures dropping like nobody's.

gonna be rm1 b4 CNY. funds are pushing till it passes rm1. collect anything below 75 cents

discounted price with a good swing at the end of the month. recomment to collect this week. heard about RM2.2 b4 CNY

good to grab these few days. insiders wan it to be 1.15 b4 CNY.