Great news. Got another contract awarded..

Still believe KPS can perform, if tomorrow down again then will take opportunity to accumulate some more...

If RM1.00 able to sustain then the next target RM1.10 ?

Good. Surprisingly today still can match a few lots at RM1.63
Will hold and pending the coming Q result.

It was a good to challenge RM1.00, more to come..

Disposed some lots to take profit...

KPS had announced special dividend, who know TLW can do so...or at least much better dividend by end of May.

Matched all at 1.53/1.52 but not for prices below. Is it lucky or not, next week will get an answer. Cheers!

Take opportunity to buy some after verify the information Calvin Tan Research and the latest annual report as well.
The most interesting parts for me are the potential dividend and the smartpipe business (http://www.smartpipetech.com.my/whats-new/ ).
The major 30 shareholders are holding about 80% shares of KPS, so the number of shares circulated in market is low. Further sell down is the opportunity to accumulate for mid term ...

It is very surprise the share price can up so high as 4 of the rating houses gave a sell call!
TP 1.90 SELL AmInvest
TP 2.15 SELL KENANGA
TP 2.00 SELL MIDF
TP 2.04 SELL HLG

The focus will be by coming Q result (end of May)and the amount of the dividend. If the dividend is more than 1.5 cents (previously is 1.2 cents) then the share price will go up more than RM1 . The 2019 dividend projection from Affin Hwang Investment Bank is 7.2 cents which is 1.8 cents

Take opportunity to ccumulate few more lots at attractive price..

Disposed all DPharma and bank on Pharma. In general, EPF disposed more than acquired..

PETALING JAYA (April 23): Pharmaniaga Bhd is confident that its existing concession with the Health Ministry (MoH) will be renewed based on the pharmaceutical company's performance thus far.
Pharmaniaga's existing 10-year concession with the MoH ends in November 2019.
Speaking here today at a press conference after the group's annual general meeting, Pharmaniaga managing director Datuk Farshila Emran said the group believes in its "capabilities and capacity".
Farshila emphasised that Pharmaniga is not a monopoly as the company constitutes only 33% of MoH concessions.
"Even though 53% of our revenue comes from concessions, as far as what the government is distributing, we are 33%," Farshila said.

Disposed most of the lots as EPF is gradually disposed this counter..
Wait for next wave..

Keep the finger crossed. Moving towards to RM1.00

Should be able to recover to around RM2.40, will challenge above RM2.70 or even RM3.00 if the concession business is renewed by government.

As the exchange rate of RM & USD is going higher and the dividend is good & consistent, CS is getting attractive at present price...

Greta, last 2 weeks already purchased few lots at RM1.42 as this construction counter is left behind other construction counters...

https://klse.i3investor.com/blogs/hleresearch/202713.jsp

Take opportunity to accumulate at low..

Look like consolidate at RM0.90 is over and will challenge RM1.00 ...

Disposed some to take profit..

With the dividend yield about 6%, expected the BLR will be lower by coming quarter and the Sg Wang Mall will start to make contribution by end of this year. Take opportunity to start to accumulate few lots for mid term.

The price is getting attractive and provide opportunity to accumulate slowly around RM2....

Take opportunity to buy few lots at this attractive price..

Strong resistance at RM0.90, but believe it is able to stay above RM0.90 and challenge RM1.00 by mid of this year.

TA Research - 22 Mar 2019 Valuation & Recommendation :
We maintain Buy on Duopharma with a higher TP of RM1.61/share (previously RM1.52/share) based on unchanged 20.0x CY19 PER. We continue to like Duopharma for its: i) strong market share in Malaysia, and ii) move into niche pharmaceuticals products.

This is just Great...

Will present chemical waste disposal issue in Pasir Gudang will benefit Malakoff (Alarm Flora)?

https://www.thestar.com.my/business/business-news/2019/03/13/potential-water-tariff-hike-to-generate-more-capex/

https://www.theedgemarkets.com/article/government-contract-awards-expected-pick-2h19

Take opportunity to accumulate few more lots at low...

With the potential decent dividend yield, need to put more patient for the complete of splash deal (by end of 31st March 2019)..

From HL Invest:
Taliworks’s FY18 earnings of RM60.5m (-25% YoY) were below both ours and consensus estimates. YTD core PATAMI decreased due to lower contribution from associate which was caused by changing in amortisation method. Outstanding receivables owed by SPLASH current stands at c.RM732m, amounted to 42% of Taliworks current market capitalization. Cut FY19-20 earnings by 16% and 24% respectively after adjusted downwards share of profits from associates. Maintain BUY rating with lower SOP-driven TP of RM0.99 (from RM1.01). Assuming that management follows the repayment schedule proposed by Air Selangor, the company would distribute total 7.2 cents dividend annually which translates to 8.4% of dividend yield based on current share price.

Take opportunity to accumulate few more lots as the price is not really up yet...

Before the bonus share is RM0.02 but after is RM0.012. So, no increase of dividend ? The receivables from splash should start from Feb 2019....

In general, Taliwork able to deliver very good result but the dividend declared was a bit disappointed. Base on previous EPs vs dividend from Taliwork management, I believe some goodies should coming soon...

The Q result is OK. With the prospect of join venture with Trelleborg and consistency to payout dividend quarterly. It is worth to look into this counter for mid and long term..

As the 2 highways take over by government may take few more years and it is partnered with EPF(the interest of the business will be taken care) . So I believe the actual impact is minimum. .. let wait for the Q result and the dividend announcement.

Tune Protect 4Q profit up 29% with lower net claims http://www.theedgemarkets.com/article/tune-protect-4q-profit-29-lower-net-claims

Hopefully the 2019 will be a better position for TunePro; and the new management will able to perform so that to regain the confidence of the investors...

Recent drop may provide opportunity to accumulate...

SHAH ALAM (Feb 20): CCM Duopharma Biotech Bhd (CCMD) is hopeful of getting its RM10 million goods and services tax (GST) refund from the government within this year.

"We are in the process [of getting the refund]. There are still questions that need to be addressed with the Ministry of Finance (MoF), but we are quite happy with the announcement about the refund. Hopefully, it will be refunded within this financial year," CCMD group managing director Leonard Ariff Abdul Shatar told the press at its extraordinary general meeting (EGM) here.

Last August, Leonard Ariff told The Edge Financial Daily that the government still owed CCMD about RM10 million in GST refunds.

Disposed for profit as the best rating so far is RM1.78 (0thers are 1.40 & 1.27)

CCM Duopharma Biotech Bhd’s fourth quarter net profit rose 18.45% to RM14.37 million from RM12.13 million a year ago, due to higher revenue and changes in accounting policies arising from adoption of the Malaysian Financial Reporting Standards 9 (MFRS 9).
Earnings per share for the quarter ended Dec 31, 2018 rose to 2.17 sen from 1.86 sen.
Quarterly revenue was up 3.01% to RM115.63 million, from RM112.25 million previously, the group said in a filing with Bursa Malaysia.
CCM Duopharma has declared a final dividend of four sen, bringing total payout for FY18 to 5.5 sen, as against 3.64 sen in FY17.
The group has also proposed that the dividend reinvestment plan would apply to the final dividend.
For FY18 as a whole, CCM Duopharma’s net profit increased 12.19% to RM47.64 million or 7.26 sen per share from RM42.46 million or 6.52 sen per share last year, while revenue grew 6.57% to RM498.72 million from RM467.99 million.
On prospects, the group said it sees opportunities from the increase in allocation for health services to RM29 billion in Budget 2019 including RM10.8 billion to restore clinics and hospitals as well to buy medicine and medical equipment.
“The group will also continue its foray into the specialty products as one of its strategies moving forward to create a pool of niche products,” said CCM Duopharma, adding that it has recently received registration approval for Erysaa, an erythropoeitin product.
Barring any unforeseen circumstances, the group expects to achieve satisfactory results in FY19.

For sure will cross over RM0.90 and may even challenge RM1.00 If the dividend will be declared by coming week is more than RM0.012.

KSLI, Of course as this counter is one of top 3 in my portfolio. With good dividend paid out and consider good visibility of the business + payback from Air Selangor ( hopefully 1st payback on Feb 2019). Just hope the coming quarter dividend is better (more than RM0.012)...

With the finalization for water restructuring exercise on 4th Jan 2019, hope to get more positive news from TLW by coming month ..

HL Invest: Taliworks’s 9MFY18 earnings of RM57.0m (-8% YoY) were within both our and consensus estimates. YTD core PATAMI decreased due to lower contribution from associate. Taliworks is expected to benefit from rollout of water infrastructure projects given its experience in construction of water infrastructures and its role as O&M operator for SSP1 in Selangor. Maintained forecast and BUY rating with unchanged SOP-driven TP of RM1.01. Management guided that the Selangor water consolidation exercise should be completed by 1st January 2019 if everything goes on schedule. Assuming that management follows the repayment schedule proposed by Air Selangor, the company would distribute total 7.2 cents dividend annually which translates to 8.6% of dividend yield based on current share price.
Maintain BUY, TP: RM1.01. Maintain BUY rating with unchanged SOP-driven TP of RM1.01. Management guided that the whole Selangor water consolidation exercise should be completed by 1st January 2019 if everything goes on schedule. Assuming that management follows the repayment schedule proposed by Air Selangor, the company would distribute total 7.2 cents dividend annually which translates to 8.6% of dividend yield based on current share price. We also do not discount the possibility of lump-sum upfront special dividend if management choose to monetize the receivables with third party institutions.