https://brokingrfs.cimb.com/E5JRX4r-aC5m2iQUWawnNjWgz0SfPnyUAtGkWg2o3BGcQ75zhBp_npQvV4TY5N9rSk-6oPyEJrqwqvs80.pdf

Icon, just to inform you that Cup and Handle also got few more variation.

CIMB Marcus Chan has interviewed the management:

https://brokingrfs.cimb.com/E5JRX4r-aC5m2iQUWawnNjWgz0SfPnyUAtGkWg2o3BGcQ75zhBp_npQvV4TY5N9rSk-6oPyEJrqwqvs80.pdf

CIMB Marcus Chan has interviewed the management:

https://brokingrfs.cimb.com/E5JRX4r-aC5m2iQUWawnNjWgz0SfPnyUAtGkWg2o3BGcQ75zhBp_npQvV4TY5N9rSk-6oPyEJrqwqvs80.pdf

CIMB Marcus Chan has interviewed the management:

https://brokingrfs.cimb.com/E5JRX4r-aC5m2iQUWawnNjWgz0SfPnyUAtGkWg2o3BGcQ75zhBp_npQvV4TY5N9rSk-6oPyEJrqwqvs80.pdf

Well done CIMB Marcus Chan for clearing all the allegations.
Now everyone can cook saltedfish for lunch.

https://brokingrfs.cimb.com/E5JRX4r-aC5m2iQUWawnNjWgz0SfPnyUAtGkWg2o3BGcQ75zhBp_npQvV4TY5N9rSk-6oPyEJrqwqvs80.pdf

Mieco was never much about export. Their target market is Malaysia.
They might consider to expand their export segment to gain from currency windfall in the future, but that's another story.
Please do your research next time before you comment on others, thank you.

Still not too late.
http://klse.i3investor.com/blogs/vincenthkb/89405.jsp

robertl says "He brought Hevea since 2014" in his previous article, but now he says "Any one who knows me knew that I don't even have a securities trading or margin account to start with.".

You words are contradictory man...

If you have such insider news, why didn't you choose to report to SC in the first place, instead of publishing here?
Food for thought. This is the reason why many sifu don't believe you.

3b Rupiah? Haha.

@Icon8888 - Haha. You mention Hevea many times at different occasion so I thought you owned Hevea shares too.

I thought what so scary about Hevea's bad news. Like that only ah?
Does it affect the profitability of the company? I don't think so.
Does it affect the the management of company? I don't think so.
Loo Swee Chew is a only a Non-Independent Non-Executive Director.

Quoting Icon888:
Posted by Icon8888 > Jan 6, 2016 03:05 PM | Report Abuse

yawn... I am going back to my afternoon nap...

Let us learn from Icon8888, the long term shareholder with the calmest heart.

I thought what so scary about Hevea's bad news. Like that only ah?
Does it affect the profitability of the company? I don't think so.
Does it affect the the management of company? I don't think so.
Loo Swee Chew is a only a Non-Independent Non-Executive Director.

Quoting Icon888:
Posted by Icon8888 > Jan 6, 2016 03:05 PM | Report Abuse

yawn... I am going back to my afternoon nap...

Let us learn from Icon8888, the long term shareholder with the calmest heart.

Happy New Year CFTrader bro.
Yes, one should always do his homework before buying any counter.
Knowing the financial ratios (health of the company) and business prospects (future of the company) is important before buying a counter.
Caveat emptor, you are the guardian of your own money.

Happy new year to the shareholders of Gkent.
This is the year for Gkent. cheers.
Still waiting for Gkent to reach 2.00 first, haha.

Why bother flytothemoon bro?
Those who wanna sell, just let them sell. They don't sell, how others got the opportunity to buy? Haha.

Mieco's last 2014Q4 is actually still loss making, but gain from disposal of their subsidiary If you observed carefully. Hence repeating the feat of EPS of 7.00 is not quite possible.
However, the disposal of their subsidiary can be used to contribute substantially in cutting down the borrowings (40%), so they are able to trim down the finance cost soon.
If Mieco can perform another 3 to 4 eps in 2015Q4, then all should be good.

An old saying: "Empty tong makes the most noise."

Bad karma will follow them very very longtime for yrs to come, for those who twist their words like a certain paperplane.

"Mr. KYY has openly asked all to avoid this stock!" - paperplane2016

KYY: "The biggest culprit is the man who has the power to award the contract without open tender. Without open tender the contractor can easily mark up the price and share the additional money with whoever has the power to award the contract."

Which part of "Mr. KYY has openly asked all to avoid this stock!" is in the article?
You even failed in English huh? I pity you.

Posted by paperplane2016 > Dec 28, 2015 12:37 PM | Report Abuse

Mr. KYY has openly asked all to avoid this stock!
Why you all NEVER LISTEN?

-------------------------------------------------------------------------

KYY has never openly asked all to avoid this stock.
Please do not twist your words like always.
He has only condemn the delay of Kelana Jaya line only.
Please read his articles again, if not please give your source and everyone here shall verify.

Thanks CF bro for the even detailed analysis. Cheers.

Another 大時代 fans? Haha, cheers.

Haha, you are right! Damn smart murali!
There's a saying: "If you can't beat them, join them."

Feng Shui master no lah, haha.
It's a saying I heard from some of them. Not sure how true, that's why I asked Icon8888 just now to check just now.

I expect Gkent perform even better next QR. From past record, Q4 usually is the peak season.
So far in 2015, Gkent's result has been good.
Especially it's ROE & EY. First tp is 2.03 (Ev/Ebit = 8)

@Probability - Let's just say everyone have their own view. You have yours, but others have theirs, so pure educational or not, it's up to the person I guess. There's no point arguing.
Sometimes it's best to agree to disagree, hence I've removed my comments from earlier.
Cheers and good luck in the stock pick challenge.

This stock is already in the money ever since they locked in the LRT3 project.
Recession proof, LRT3 project is enough for them to survive for the next few years.
Any contribution from the water metering segment is a plus.

Haha, just old man grumbling. Cheers too YiStock :-)
By the way, are you participating in the 2016 stock pick competition?

Participating or not depends on one's willingness mah. It's a competition after all.
Just like KCchongnz, if he does not want to enter, we cannot force him, right?
So let's be fair too to KYY loh.

Dear Mr Tan, please reserve a slot for me as well.
I'm just a participant for fun.
I will write down my stocks for the competition in the portfolio page, thank you.

Super undervalued. I don't understand why Mieco's chart is not strong as it should.

Doji is not necessary bullish reversal, it means indecision.
A stock can still move up the next day if it wants to depending on Mr.Market.

EV/EBIT ratio is only 7.48.
Market sentiment now no good, don't care first la, let it consolidate, it's year end anyway.

karwai, DFCF = Discounted Free Cash Flow.

If Gkent manage to perform another conservative 3 EPS next QR, 15x PE will be roughly around 1.96, plus minus.
Cheers karwai.

Haha, good for you.
Cheers to all shareholders of Gkent.

The significant increase in the Group’s result was brought on by increased contributions from the Group’s Engineering and Metering divisions and to spillover effects from the weakened Malaysian Ringgit as the majority of Metering export sales are "denominated in US Dollars".

On first read through:
Profit went up by 67.02%.
EPS went up by 66.67%
Dividend 1.50 sen.

Satisfactory good result.

Thanks KC. A very good read.

I won't know as I'm not an insider lol.
Based on past record, should roughly around 15-Dec-2015.
http://www.klse.my/stock/3204.jsp

Karwai, using trailing twelve months (TTM), currently is already 15x PE.
So we have to wait till upcoming result out first, then only the TP can be adjusted further.
But should roughly around that range as you calculated if result is as expected.

Keep in mind that PE ratio is only one of the most simple valuation method. I only use PE when I'm lazy, haha.

Yeah, most likely the price already reflected the upcoming quarter result.
PE now stands in 15x times (using Peter Lynch's standard).

Result expected to announce next week kar wai, cheers.

Fantastic recovery.

The only problem with Ajinomoto is with the illiquidity.
There's only 60.80mil shares. Buying is easy, but selling is very hard.

Why waste time speculating, just wait for the QR to come loh xD

Yeah, I saw Icon's latest post about Ajinomoto too.
Hmm... I'll consider it, thanks Raider.
Happy new year 2016 in advance to you. Wish both of us huat ah!

Hmm... I'll think about it. Raider You do have a point though, there's many ways to make money in stock market.

However, cigar butt investing is not my style, you see. I like buying wonderful companies at a fair price instead. Especially since nowadays market is so turbulent, I prefer to be more cautiously bullish. Any other recommendations?

Raider, it's going to be 2016 soon, any stock you recommend for next year?