Followers
1
Following
0
Blog Posts
1
Threads
812
Blogs
Threads
Portfolio
Follower
Following
2016-08-06 18:55 | Report Abuse
Can I ask a question ? I would like to know the new business expansion's will expand how much volume, how much profit, the cost of expansion , completion time for the new expansion etc etc for projection of the future profit ?
2016-08-06 18:51 | Report Abuse
base on previous 2015QR4 , I saw there are 7.5m are exceptional gain.
just my 2c profit projection, Fair assumption should be given is approx 6m per qr , because of the stable revenue basis.
Annualize basis will be 24m profit per year, translate into 15.6c per share, from 50% dividend yield basis, i believe it will give you 7.6c dividend per share.
So i just project the 4th QR will announce another 4c dividend.
Assumption given is pari passu.
2016-08-06 18:44 | Report Abuse
oh, above had responded for the question I had.
Is there any seasonal effect or the 15m profit fluctuation consistency on TIENWAH, or else I think the 15m and the 16m might be due to forex fluctuation ....
2016-08-05 15:08 | Report Abuse
dont worry, we knew already agak2 the timeframe for them to goreng, which is the 4th Quarter where profit will start increase leap and bound...
So we just ambush early, 万事俱备,只欠东风,不要西北风就好。
2016-08-05 14:56 | Report Abuse
hmm ? I thought that August QR will only calculate the profit from April to June only right ?
QR report 2 months late?
2016-08-05 14:54 | Report Abuse
Stock market is a very cruel place.
Mr. Market is always correct. You just need to follow him closely to become winner.
Feel free to talk bad about GKENT, but Mr. Market doesn't give a shit about your opinion (or mine, or OTB), she will go the way she wants.
You might be "correct", but you are not a "winner".
Ended up you will just like another Mr. Chu, talk bad about AIRASIA, NATO only.
2016-08-03 12:32 | Report Abuse
We don't know that the TP set by HLB is reachable or not, but we confirmed that during the RM 1.50 - Rm 1.70 area was a bargain for us.
Note that during AR2016, there were no mutual funds or any invest entities in it. So I believe during the next AR2017 , there will be mutual funds listed under the top 30 shareholder...
2016-08-03 11:47 | Report Abuse
skyz, if you read the AR of GKENT 2016, there WERE NO FUND in the top 30 shareholder...
This is just beginning of the value unlocking catalyst...
2016-08-03 11:44 | Report Abuse
you know the term "GRAVE" stone , and you say it's bullish ?
Since when GRAVE is good ?
2016-08-03 11:43 | Report Abuse
mind to sell it so that the price getting more and more lower for me to collect ?
2016-08-03 00:16 | Report Abuse
Why you keep on focusing on attacking PARKSON for like ... 1/2 year ???
It doesn't give you any benefit, don't it ?
Unless you have personal bet / personal Put warrant PARKSON with the IB....
grew over it.
2016-08-02 23:09 | Report Abuse
stop talking about the past, focus on the future and project their earning. ks55.
2016-08-02 22:46 | Report Abuse
As an outsider without holding any HEKTAR nor any intention to accumulate HEKTAR, I can share with you my view on CS AEI in SP.
I can tell you CS AEI is a success project. I project CS rental will be going up in line with inflation with the new introduction of MBO Cinema and the sole only McD outlet in SP. Plus, the crowd going for CS and AJM is a totally different type of crowd, AJM croud is usually mostly groceries, while CS is mostly for lepak-ing. With the xchange of HBLED instead of the old yellow bulb, its looks more invigorating rather than the place that gather those "la-la-zai"
2016-08-01 19:07 | Report Abuse
next target RM 7.35, RM 6.94, RM 6.50 .
Please sell down for me to collect. Tq.
2016-07-31 15:29 | Report Abuse
When it rise to 2.50, all people yelling buy, TP 3.00 .
When it falls to 2.40, all people say doomsday.
This is why only 10% of people making profit in stock market.
2016-07-28 19:12 | Report Abuse
I'm watching HOMERIZ QR report, the growth is a bit pathetic...
2016-07-27 20:37 | Report Abuse
Hello, dear all SAM shareholder. Is there any news that SAM will improve/expand their capacity ? Thank you.
2016-07-26 00:50 | Report Abuse
Will monitor their CFFO for next QR...
With current depleting cash supply, i don't think special dividend is around the corner like all the "bloggers" claimed.
2016-07-26 00:48 | Report Abuse
hmmm.... inventory ballooned by 100m, with trade recievable balloned 70m... and borrowing ballooned to whopping 121m ...
2016-07-24 12:40 | Report Abuse
I haven't dig out the details of the WZSATU, but the cash increase from 57m to 88m is nothing to shout about - it is mainly raised by the private placement and drawdown of the loan.
The BS cash do increase by 20m but the ST Loan increase by 15m.
I see they just managed to spin their cash around only, cash generating ability is not so that strong.
2016-07-24 00:52 | Report Abuse
Sliding downhill at 30 degree...
The next immediate support @ 4.20.
2016-07-23 23:44 | Report Abuse
And another thing, do not think big is good... SKPETRO, KNM those gigantic company ... we are unable to dissect their revenue properly, and a lot of shit might be hiding around the bushes...
I will recommend mid-cap with clear cut business, which we able to dissect, interpret, and project their profit properly...
Remember that the larger the nation (company), the larger the cost of bureaucracy (cost of hiring etc etc).
2016-07-23 23:40 | Report Abuse
mbs7633, my 1st O&G pick will be WELLCAL, which has 70% recurring customer and also quarterly dividend declaration.
I wouldn't talk about WELLCAL in this thread, you can climb back my thread at WELLCAL. Similarly, I make a thin profit after O&G crackdown on WELLCAL, but I still haven't give up on acquire WELLCAL if the golden age of O&G arrive at the doorstep...
Art Of War written by Sun Tze states that it is very important to factor in 3 factors,
1. 天时 - timing
2. 地利 - The environment
3. 人和 - The people
O&G sector clearly haven't have the 1st and 2nd factor... So we wait until the time comes and we strike.
Just take my advice as a noob , hehe.
2016-07-23 21:17 | Report Abuse
CP Teh, very regret to tell you that Holding cash is considered as another type of position.
and I have a suggestion. A lot of people think you talk rubbish or in Chinese, car big cannon (talk big only, or NATO - No Action Talk Only ) , please attach your buy low sell high screenshot,you can photoshop or censor the amount la - even 1 lot also consider you success in buy low sell high la.
2016-07-22 19:28 | Report Abuse
Worried ? Wanna expose to AIRASIA's Growth but don't wanna to expose directly ? Go for TUNEPRO.
2016-07-22 13:04 | Report Abuse
To me it's a fair result.
I'm watching PANTECH for almost 2 years !! I watch it rocketted to RM 1 and skydived to RM 0.50 due to pessimistic oil price. The reason I'm watching for such period is I am attracted to the quarterly dividend declaration.
The Keypoint I had observed :
(1) Pantech recorded an 11% decline in PAT. I believed it is justified at the current low depressed price. PANTECH is involved in the O&G sector, which oil price dictates the demand of their product trading division attributed to ~60% of revenue with margin of ~9.5%, and manufacturing ~40% revenue and margin of ~9%。
(2) The balance sheet is just a moderate BS with a total 144m of debt vs 80m of cash.
(3) The best segment in the QR is their Cashflow (CF). Their CFFO for this QR is a whopping 25m , and among that 14m is used to pare down their loan. At current rate, it needs approx 11 quarter or ~3 years to complete pare down everything. Dividend declared cost 3.0m, and interest cost 1.7m.
(4) Prospect is the thing that drove me away from PANTECH. O&G Prospect is very unclear, and is justified by their low to negligible capex ... I'll be watching tightly for any change of O&G prospect, and this will be my 2nd priority target for O&G play...
2016-07-21 21:40 | Report Abuse
please sell your durian to me =D, I'm waiting to add position.
2016-07-21 16:32 | Report Abuse
wait till 2020, Target Price, Rm 4.80 (include warrant) , a whopping 10 times profit holding since Peter Lim TO price 48c ...
2016-07-20 23:49 | Report Abuse
errr....Your comment seems "informational" but why there are so much error in your commentary ?
First, how does bonus issue raise public money ... ... *sigh ...
It's not Right Issue you know ....
Second, and look at their BS and CF before you say they are stretching CF...
Third, GKENT yes do affected by forex fluctuation, but it doesn't affect much.... last quarter loss was 1m ++ only...
2016-07-20 21:06 | Report Abuse
Just my 2cent:
(1) Personally you guys should ask them to consodilate the share to a lower sharebase,
(2) and should stop their renumeration via ESOS or fees, AND ask them to get their renumeration from dividend declaration - which benefit everyone.
(3) While there was dividend declared, but the amount of dividend declared is at the low side compared to the FCF generation power.
- The CFFO was a whopping 50 million for last year,
- FCF was at high of 31 million,
- but dividend payable to shareholder is a mere 2.6million (not 2.6b)
- Unless they state that they want to repay their 35m loan faster, 2.6m compare to 31m FCF is just paying peanuts to shareholder
2016-07-20 13:30 | Report Abuse
pakatan_harapan1 , this is a share market platform. Politic-linked business is welcomed, but by using pure politics and opinion bias (not to invest in crony business or personal opinion nor invest purely because of gov-link) to invest will welcome disaster to your portfolio.
and I don't think with changing to PH, PH will abolish GST Malaysia. It's almost impossible if you know how to interpret Malaysia's balance sheet.
2016-07-19 23:33 | Report Abuse
Lol, am I the only one whom waiting for the MRT package work rather than waiting for the QR ?
=P
2016-07-19 23:15 | Report Abuse
Please dump this share for me to collect . =( , I never have a chance to collect at low...
2016-07-19 22:39 | Report Abuse
http://www.thestar.com.my/business/business-news/2016/07/19/court-orders-parkson-retail-units-bank-deposits-be-frozen/
Adding salt to the injury.
So all of you that claim Parkson is cash-rich, is not rich anymore as their bank deposit being FROZEN.
I can hear Elsa singing Let it go ... Let it go ...
2016-07-19 18:01 | Report Abuse
holy shit, I just top up yesterday as final position @ 2.02.... Bless all the GKENT shareholder.
2016-07-19 17:22 | Report Abuse
We all knew that 70% of the customer is recurring customer, but those customer only can fill the stomach of Factory 1 and Factory 2.
They need MOARRRRRR customer to fill in the stomach of our dear Factory 3.
Watch closely for global economy recovery, because Factory 3 is on standby to fill their order with speed.
2016-07-19 16:36 | Report Abuse
testing on RM 2 psychological support. Also coincide with EMA-10 with low volume.
Probably in future there will be TSO.
2016-07-18 15:31 | Report Abuse
Hehehehe... my chart reading tak karat lagi ...
2016-07-15 16:52 | Report Abuse
TSO = Terminal Shake Out
SOS = Sign Of Strength
2016-07-15 00:12 | Report Abuse
Waiting for a retracement to perform additional position =D
Thx all sifu that shares info with me during the last 2 weeks, specially bluefun
2016-07-14 23:52 | Report Abuse
necro, are you Necromastery Azli ? Kikikiki.
2016-07-13 22:30 | Report Abuse
To be fair, OPR cut or not is not a real issue. The issuance and approval of the loan from the bank side is the real issue...
OPR just gives the bank a larger liquidity only ...
That's the comment from my banker's friend.
2016-07-13 15:01 | Report Abuse
PeterNg, calculating EPF shareholding is useless... If you trust EPF so much, better put your money to EPF, let them handle it for you. Chasing EPF trails in Stockmarket is just like a dog chasing it's tail.
Stock: [EG]: EG INDUSTRIES BHD
2016-08-07 23:40 | Report Abuse
by the time it reach Rm 1, it will go exponentially rate high.
Remember the sigmoid curvature line.