Kenanga is rated below (latest infor) : Media - No Surprises ; UNDERWEIGHT call on the media sector
We reiterated our MARKET PERFORM call on ASTRO (TP: RM3.10) and Media Chinese Intl’ (MEDIAC, TP: RM0.94)

Bought few lots for "water testing" at RM0.895 few days ago Likes it half yearly dividend & special bonus ( for past 2 years). The return should more than 6% so far. With this price, it is quite attactive buy!

With very limited share in the market + quarterly dividend + at least 4.5% dividend + in the business expansion to Ind / Arab.. expect to perform well by coming 1~3 years!

Locked in RM1.39 to take opportunity to accumulate at low!

Futher acquired by EFP on IJMLand:
31/5/13 : 5.099%
28/2/14 : 7.016%
7/3/14: 7.068% (reported on 13/3)
11/3/14 : 7.096%
13/3/14 : 7.131% (Latest)

EPF still keep accumulate IJMLand through buy and sell tactic to cover it move !

Buy at RM1.39 for few lots, now in Q list...

I am not surprice on EPF buy and sell tactic to covred it move; as long as the % accumulated by EPF is up and up! Again this counter is not for speculation.

Type of transaction/ Date of change/ No of securities
Acquired 11/03/2014 495,900
Disposed 11/03/2014 229,600

Latest TP from research house:
Maybank : RM2.67
Allianz : RM2.35
HLIB: RM2.29

http://www.nanyang.com/node/607232?tid=462

Compare with BJFood, which one is better ?

Good information of AZRB which reported by Nanyang Newspaper :
http://www.nanyang.com/node/607242?tid=462

HLIB Rating : http://klse.i3investor.com/blogs/hleresearch/48457.jsp; Article : Pharmaniaga Bhd - Indonesia Sealed, KSA next
Valuation
Reiterate BUY with a higher fair value of RM5.30 (+2.1% from RM5.19) after rolling over our valuation to FY15, based on unchanged P/E multiple of 14.5x.

For me, bad time is over for AZRB. The reduced capital is mainly the lost carried from 2012 which put the price down to RM0.67~0.68 (if i am not wrong; as i bought quite some lots that time). This counter is not for speculation, this is what i want to tell. With the recover of plantation ( one of the main burden for AZRB) and high booking order of construction and a foot in supporting service of O&G (in fact, it sold of one of O&G service company 2 yaers ago).. i still have a faith that AZRB will perform!

After falled from heavan, i think Puncak will sustain between RM2.80~RM3.00, I will hold and wait for more clarification. If still go back to 9.65B, then it is better perspect again for Puncak.

Finally, got few lots at RM1.40, Hope the latest news will put more energy to O&G..
http://www.freemalaysiatoday.com/category/business/2014/03/17/petronas-and-shell-find-oil/

As below statement indicated that the main root cuase was not from Thailand, then i think the present price is not sustainable even at RM2.90!
速远集团董事经理张明吉说：“泰国的局势对我们未来收益仅产生轻微影响。”
虽然他没有提供泰国客户的资料，但他承认有客户来自农村。
与此同时，张氏称：“我们最近的季度业绩表现，主要是受到市场环境影响。”

Still not able to get at RM1.40 even locked in at 8:10am ??

Futher acquired by EFP on IJMLand:
31/5/13 : 5.099%
28/2/14 : 7.016%
6/3/14: 7.045%
7/3/14: 7.068% (reported on 13/3)
10/3/14 : 7.078%
11/3/14 : 7.096% (Latest)
Good !

tension on Crimea is provided an opportunity to accumulate Alam. Locked in RM1.40 for few lots.

Anyway, please follow you own investment style and risk acceptance.

The whole world market week is due to China Data and Ukrian issue. Because of market weak then the is a opportunity for some counters.

Got few lots at RM1.41 and few lots RM1.40 still in Q list. For me it is good opportunity to accumulate as i still trust O&G wll perform this year and Alam price is low!

At least 84% of Pharma shares are in major share holders. So, the amount of the shares in the market is quite limited. So, it is a good potential to go higher in long run.

EFP share in IJMLand:
31/5/13 : 5.099%
28/2/14 : 7.016%
6/3/14: 7.045%
7/3/14: 7.068% (reported on 13/3)
10/3/14 : 7.078% (Latest)

So, EFP still keeps accumulating IJMLand. Stay and hold for fruitfull result!

Look likes Kali release the bomb to earler. This is a positive news for Puncak. This water concessionaires take to many twist and it not loss to MH case. Just hold and get a better deal!

Energy, Green Technology and Water Minister Datuk Seri Dr Maximus Johnity Ongkili has said that the federal government has not invoked Section 114 of the Water Services Industry Act 2006 (WASIA) but is in the midst of doing so, adding that the process will take three months. Refer to below link:
http://klse.i3investor.com/blogs/valueinvestorresearchklse/48344.jsp

Good, God Bless and hopefully to get back the gain from Puncak!

Up..and Up ! God Bless for the fruitful invested in this counter !! Anyway, this counter will be long term investment by me especially to get the fruit after produce result from Indonesia investment.

Can't get at RM1.41, hmmm.. tomorrow will lock in this price again! Please sell at RM1.41 !

The closing price is just what i mentioned (better buy 4D) :
Bad Thing : Expected the share price will further down! Hopefully around RM3
13/03/2014 08:39
Base on the edge report, the positive news was : "fair play and justice still applies" for the take over. So, the share price will climb back after the Fed clarification.

So, I will still hold the balance and see what will happen. It is definately a positive for Puncak.

There is a latest news from the edge reported Fed will take over asset and Ongkili said "fair play and justice still applies"! Good news but may has a positive impact by tomorrow (hopefully)

Kali is very smart (good for Selangorian), make the agreement is not withdrawable (from the mouth of DPM & PM) and quietly dropped a bombshell after the acceptance date.

Hopefully the following statement is true based on upsidedown's link: "The federal government had, on Feb 26, said that it would inject RM2bil to help Selangor take over the water companies. It is likely that the top-up fund would now be used to pay for the equity portion of the acquisition." The at least the overall will still be 9.65B, then the price will at least back to RM3.50

Hope for positive news to decide for the balance lots. Yesterday sold 40% of this counter (with minor gain). Hope diversified to Alam counter will yield positive!

Radar on for Alam! With the O&G will play an important roles for this 1 or 2 years + the almost bottom of Alam ( has factor in all the negative issu/risk ) price. It is a good opportunity to accumulate Alam at RM1.42 (frankly speaking; yesterday/today had purchased few lots at RM1.42 , few lots still Q at RM1.41)

I expected it will back to RM2.70 by today. I will note down today date if EPF will further buy in this counter!

28/2/14 : 7.016% (reported on 5th Mar)
6/3/14: 7.045%
7/3/14: 7.068% (latest)
As long as EPF still buy in long run this is opportunity. As mentioned, the tactic "buy more and sell less by EPF is just to cover it move" . Yesterday drop may due to foreign fund.Let closely monitor.

For me,
Good Thing : Salute to Kali with good business minded. Hope we have more Kali to solve many issues in our country!
Bad Thing : Expected the share price will further down! Hopefully around RM3

Look likes latest progress is not good : Sel Gov is reduced it offer to 7.65B, 2B enough for Sel Gov to fight with these componies at least for few years! Hm... Let wait an see ! I expected the price will down within these few days... Aaaalamak!

RHB Research 12th Mar:
Maintain BUY. All in, while we are slightly surprised by the Federal Government’s decision to take over the water concessionaires by invoking Section 114 on a willing-buyer willing-seller basis, we believe this could come as a blessing in disguise for Puncak. This is given that: i) the previous MYR1.56bn valuation for its water operations is deemed reasonable and is at an over 17% premium to its current market capitalisation, and ii) the triggering of the takeover clause could accelerate the entire consolidation exercise, as the other water concessionaires had previously rejected the SSG’s last offer. Hence, we are maintaining our BUY call at this juncture, with our SOP-based FV unchanged at MYR5.22.

For me, i will hold at least > RM3.80 I expect Fed will give a sweeteners to close the deal (that is why these companies such as Gamuda / Puncak need to make some noise to make opportunity for Fed to do that).

Revisit what is the status of EPF holding in IJMLand:4/3/13 : 5.786% 
31/5/13 : 5.099% 
2/8/13 : 6.014% 
31/10/13 : 6.132% 
2/1/14 : 6.798% 
28/2/14 : 7.016% (reported on 5th Mar)
present at 6/3/14: 7.045% ! and start buy more and sell less to cover it move.
So, be patient to harvest.

This is one of the counter under my radar, these are few positive factors: few by election and incident put up the sell; and venture into epaper. Negative: wages up, Malaysia currency (paper/ink cost) and transportation.

Let see what is the next move from Fed and Selangor Gov by these few days.

Hi bad00; if i am not wrong; 2012: 1x; 2013:2x; 2014: 0X ( price average of RM0.88; still negative at this moment)

I bet Feb will exercise WSIA with sweeteners as a goodwill to settle the deal ( 2B fund which had been used to support the deal turns as additional fund on top of 9.65B)

Let see what will happen .. If rejected, the there is a potential offer by Fed (this may be the excuse). If accepted, these company/ investors will miss the opportunity to gain more... sakit kepala !

This is a joke if this is true.
http://www.themalaysianinsider.com/malaysia/article/why-were-immigration-officers-unbothered-by-asian-looking-europeans-asks-ho

Thestar reported : Missing MAS flight: Chinese media slam Malaysia handling
http://www.thestar.com.my/News/Nation/2014/03/10/Missing-plane-China-slam/

The real situation is : the CPO price go up vs the output of the palm oil is reduced due to dry season! So, the overall of the gain may not significant but speculation will push the plantation shares up. Just be careful of the trap!

Hold on.... and up again! anyway, this counter i just bought a few lots at RM2.65 this year after sold off most during last year between RM2.90~RM3.00

My expectation to rebound above RM4.50 if next Q is better than present Q. So, this is my bet!

This counter needs some patient and only expect to harvest 1 or 2 times every year. Target 12% ~ 25% gain. This counter is ranking no 5 in my porfolio this year.