Surprise! Look like ytl no more stingy..

Hopefully can get at least breakeven as started bought in at rm1.58 on Apr'14 ..rm1.53...rm1.50..rm1.44 and last bought rm1.38 (each time 2~3 lots).

Had to blame myself for wrong judgement. Will dispose first as I expect may down to rm0.34 before get the support. Wait for more attractive price to come back as I think worse should be over after this coming consolation.

As I entered at rm1.99 , no worry, still confident and wait for better result on next quarter report.

Good result, especially there is rm2.7 bil unbilled sales to sustain 2nd half performance !
+ 4 cents dividend... Share price will up.

Alamak, making 3 mil loss !! It is quite surprise to me.

Dividend 2 cents and result is good. Strange to see the price is not moving. May be the sentimental of the market is not good.. close monitor and may pick up some if price is down to RM0.64 as a trading buy

Source: Hong Leong Investment Bank Research - 28 Aug 2014
Maintain HOLD with unchanged TP of RM2.29 based on unchanged 17x P/E on FY15 EPS.

Not so good comment from Kenanga.

Valuation Correspondingly, our Target Price was toned down to RM1.90 from RM2.25 following the earnings cut. We peg the stock with higher PER of 17.1x (from 16.7x) against the revised FY15 EPS of 11.1 sen as the mean inched higher following the share price movement. The valuation is still unchanged at +0.5 SD of its 2-year mean PER.

Source: Maybank Research - 28 Aug 2014
We continue to expect top-line growth of F&B to be supported by store openings but margins are likely to remain weak due to ongoing renovation works. We expect decent FMCG sales growth as OTB continues on its expansion plans, particularly in HK/China. To recap, OTB had recently appointed new distributors both in local and overseas markets. We view this positively as this will allow for higher penetration and in turn expedite growth of the FMCG arm.

We lowered our earnings forecasts by 10/14% for FY15/16 on higher cost assumptions and on factoring in our estimated GST impact from Apr 2015. Correspondingly, our TP is lowered to MYR2.40 (from MYR2.67) on an unchanged 21x FY15 PER.

If the price down to rm0.945, will pick up few lots again.

It was on 25th August, need follow up whether Franklin is still disposing the share.

Another share buy back on 27th Aug about 100 lots between rm 2.05~2.06

The future earning and growth may caused the price didn't move up so much.

Result quite similar with last quarter, revenue up little / profit down little / NTA up little.
So, in general the share performance is depend on company direction and prospect.
I think it is still positive, price should up as the recent price was down from rm2.20

The downtrend is limited and early morning i locked in RM0.36 in case there are some toad jumping on the street.. so that to accumulate at low.

The result is aligned with PublicInvest Research released on 21 Aug and all should expect the Q result.
Anyway I still holding a few lots ( about 9% loss based on present price) and will not dispose it . Worse case, use this as a lesson learned... Look positive : Still get 3% dividend; hope the power plant will fire by end of 2014 and securing some projects.

PublicInvest Research - 21 Aug 2014
Downgrade to Neutral (from Outperform) after adjusting our TP to RM2.55 (from RM3.10 previously), pegged to c.11x PER of FY15 EPS. Earnings are expected to languish near term and potential catalysts such as commercialization of its Indian power plant and new jobs will only happen towards end-2014. Hence, we believe the stock price might struggle to gain traction until Mudajaya starts to deliver both on job execution and replenishment.

It is a good sign but not impressive. The price may slight up tomorrow (I hope)...

Mrcb will show better performance for coming 1~3 years, so still need time and patient to harvest the fruit.

Our system must consistent and voice of the people must be adhere to.. Else all of us will be losers. It will impact to foreign investment or business such as foreign investor may prefer any dispute in the contact may refer to their legal system or other country.

I believe the result should be better. The recent sell down is mainly due to market sentiment on the small cap stocks. Look at the share price of Cuscapi within previous 1 year, rm0.36 is just an average. For me, risk is limited at present price and Cuscapi should out from their worse (year 2013).. Let wait for the result.
Note: this is solely my opinion. Again, this stock is not for contra as selling pressure for lower liner is still there!

The best strategy is accumulate at low and don't chase when the price is up.

KUALA LUMPUR (Aug 26): Ahmad Zaki Resources Bhd (AZRB) posted a 133% increase in net profit for the second quarter of financial year 2014 (2QFY14).

In an announcement to Bursa Malaysia today, the company announced net profit of RM3.64 million for 2QFY14 or 1.10 sen a share, compared to RM1.56 million in 2QFY13 or 5.6 sen a share.

Revenue for the quarter rose by 33% to RM171.36 million, from RM128.63 million in the previous corresponding period.

Better q result... This is quite a positive for AZRB especially when it plantation should be worse due to CPO price drop.

2 batches all matched at RM0.365, one in morning and one was done just a few minutes ago.
Let wait the Q result suppose by this week ( i put more hope for next quarter report as Cuscapi just secured contact from Oldtown & StarBuck; both are in expansion mode)

Similar to IOIPG, WahSeong, SKPetrol... EPF is just disposing to cause a false market selling. Latest result of IOIPG & WahSeong were good; and SKPetrol was just before the news of gas discovery.

Got few lots at RM1.38, what a cheap sell.

Start to accumulate at rm0.365 and q at rm0.360
Cuscapi had won the contact from oldtown & starbuck + venture into Indonesia & china should give better result in next quarter (if not this quarter).
The only thing was : It independaent director was selling his shares recently but strange was % his holding is from previous 3%++ to present still 5%++ (increased; may be from present ESOS or others). So, the chance for company issue is less.

Disposed all this morning and switch to Cuscapi with has much potential

For me, recent downtrend was due to issue of land dealing with Selangor Gov.

It is a good sign IOIPG start to give dividend. It is likely that the return will more than FD and the downtrend is limited with present share price. Of course this share is not for contra player.

This is the counter I just missed this morning when the price is rm1.86
Indeed this is one of the good counter and expect price will up tomorrow.
Good luck for those who bought it.

Yes, I agreed and that is why just started to buy some last Thursday. It is 3rd O&G in my portfolio.

If mrcb can deliver it expected result, no worry of it share price performance

EPS=rm0.1275 & dividend=rm0.08 and NTA=rm3.47
Result is ok, may further accumulate this counter especially the price is below rm2.4

Only HLeBroking tp is the lowerest at rm1.97, but still positive for future performance.

A agreed with you. That why i still keep accumulated if there is an opportunity!

Recent sell down may just a trick to accumulate more by big player.. as they are in good position to know it in advance..

AmeSecurities: We maintain our BUY recommendation on SapuraKencana Petroleum (SapuraKencana), with an unchanged fair value of RM5.70/share, based on an FY15 PE of 25x, which is the 2007 peak achieved by Kencana Petroleum

So far, 3 latest broking houses gave positive rating and TP all more than RM2+

If you are not played contra.... MRCB is good for mid term investement. That is why i still picked up some even it was higher than my previous collected price.

Surprise that down to RM1.69... anyway accumulated few lots at RM1.69!

Today, Sin Chew newspaper reported (refer to The Edge) another gas discover again in SK408 area? Is this is true, then this is why the share reverse from downtrend...

Yes, this counter can be goreng due to little volume in market but the fundamental of this counter is solid and like hidden gem. With quarterly dividend + overall better than fd(at present)+ start contribution from Indonesia& Arab venture for next 3 years+ less impact by ecomonic cycle....

From the outcome of Q result, look like my prediction is more accurate than most of the insider news?? Anyway, i have disposed 80% of K1 and left balance 10 lots to decide later. Invest in this counter mainly for capital gain as it is hardly to get return from dividend(past records are enough to prove that). At present, the chance for downtrend still bigger that uptrend unless some new venture really can convince investors.

AmResearch has maintained an ‘overweight’ call on the oil and gas sector with ‘buy’ calls for SapuraKencana Petroleum, Bumi Armada, Petronas Gas and Alam Maritim Resources, at a fair value of RM5.70, RM4.52, RM24.30 and RM1.80, respectively.
http://www.nst.com.my/node/25704

HLeB maintained BUY call with an unchanged TP of RM1.24 (based on unchanged 16x CY15 EPS of 7.75sen/share). Despite the short term hiccup on slower 1Q earnings, we expect subsequent stronger quarters driven by pick up in rig counts from Petronas and increasing contract wins from Indonesia and Thailand. In addition, we see multiple growth catalysts going forward: i) potential expanding orderbook from RM5.5bn to RM7bn due to increasing market share regionally; ii) commercialise graphene nanofluids and microwave treatment products; and iii) potential securing integrated project management (IPM) contracts. Hence, any weakness in share price due to slower 1Q result will be good opportunity to accumulate.

Price should up by coming Monday but will still hold it unless the price is more than rm2...

Unless there is a new direction/venture in business, else many of manufacturers in MY will impact by Barang Naik （electricity, minimum wages, taksiran, water...petrol?). Of course some less labour intensive will still able to survice such as mpi, unusem and gtronic.

No power ???