Investhor

Investhor | Joined since 2014-02-27

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Stock

2017-11-13 09:53 | Report Abuse

supermax..i believe will have better quarter this time..last quarter profit down because of tax adjustment..profit before tax was higher RM 36M but profit after tax was only RM 8.3M

looking at this quarter, if revenue and PBT is similar trending, and no more tax adjustment, we should be looking at Net Profit RM 25-30M (estimate only)

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2017-09-18 12:27 | Report Abuse

looking at first resistance 81c then 86c..let's see

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2017-08-31 11:10 | Report Abuse

No one can fight the tide, this company now turn from loss to profit

Company has cut its loss making duck division and now start to turnaround

I foresee trading above 12 next week..happy Merdeka to all!

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2017-07-21 14:51 | Report Abuse

thanks Kim for the good call

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2017-07-21 11:44 | Report Abuse

wow @ AdCool..its true anything is possible in market..but you cant compare MAS to FGV..its not apple to apple comparison

FGV has many assets (properties, land, plantation)..their revenue base in big (roughly 4-5B a quarter), although there is swing in profit and loss..but if managed well, their earnings should be in hundreds of millions RM per quarter..plus FGV core business is palm oil which is commodity based and has stable demand

MAS on the other hand was different..continuous loss making every quarter hundreds of million loss, declining passenger number, and not many asset to back up its NTA

hope u can give better comment than just talking bad on our own market

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2017-07-21 10:55 | Report Abuse

if privatize, share will go boom lor soon

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2017-06-01 09:57 | Report Abuse

everybody sell call on FGV with lower target price..but price does not go down..so surprising..when the IBs start to release sell call then you know its time to scoop up and buy em

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2017-03-27 17:10 | Report Abuse

SMTRACK-strong bullish move to test SMA200-5.5c, if able to breakout above 7c, next TP 9c, then 11c

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2017-03-12 22:04 | Report Abuse

https://www.google.com.my/amp/www.astroawani.com/news/amp/135255

438 influenza cases in Perak over weekend, in addition to usd fed reserve meeting coming soon with high possibility of rate hike..will be interesting this counter tmro

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2017-02-16 17:39 | Report Abuse

Lets see tomorrow if can break 2.60 heading to 2.70

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2017-02-16 17:39 | Report Abuse

Stable closing at 10..not many sellers

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2017-02-16 09:40 | Report Abuse

steady at 9.5/10..seems seller dried up..now waiting for upmove

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2017-02-16 09:39 | Report Abuse

steady at 9.5/10..seems seller dried up..now waiting for upmove

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2017-02-15 20:36 | Report Abuse

Technical Analysis point of view- volume has consistently increased for 2 days,with price spread upward..resistance seen at 15c..stochastics,RSI and macd all are still bullish and noy yet into overbought region..support seen at 9c

Financial Analysis point of view-eventhough this company is PN17 status,its last quarter report showed profit (last 2 quarters before that were loss)..also the company NTA is at 37c which is huge discount at current market price

based on the above, it is seen that upside prospects for this company is far more compared to downside..and due to so little selling at lower price ranges 4-7c, it is also seen that should the support of 9c hold,buyer interest will be stronger than seller

Mat Cendana-good opinion and i am in agreement with u,somebody knows something..we shall see

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2017-02-15 10:51 | Report Abuse

word around the street takeover around 15 will be initiate soon..not sure how true..but generating interest if can close 10c or above

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2017-01-17 19:45 | Report Abuse

Wakeup alrdy tmro gapup

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2017-01-13 16:24 | Report Abuse

t4 removed already..now monitor for continuation

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2017-01-13 16:24 | Report Abuse

this counter will follow tech sentiment..next TP 15, then 18

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2017-01-13 16:22 | Report Abuse

no seller visible..next monday will pursue further above 10c

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2017-01-13 16:22 | Report Abuse

break 6c, will move toward 8c then 10c..strong interest today, highly possible continue next monday

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2017-01-09 10:24 | Report Abuse

slow and steady..not many sellers this counter

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2017-01-09 10:23 | Report Abuse

proton partner going to be announce soon, this counter will bullish

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2017-01-09 10:23 | Report Abuse

now important is to break around 30-31 cts then only can bull move to 35c, 39c then 45c..see how it goes..im positive on this

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2017-01-05 09:41 | Report Abuse

volume buyer coming..anytime will break 10c in this kind of bull market..just wait and see or hop on

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2016-12-29 11:16 | Report Abuse

monitor closely..big volume entered..possible restructuring to uplift from pn17

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2016-12-21 12:37 | Report Abuse

Wakeup already..too cheap at 15-16..moving toward 20 soon

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2016-12-16 16:58 | Report Abuse

closing 18c..warrant at 7.5c..looks like more to come next week

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2016-12-16 16:36 | Report Abuse

looks like strong closing coming either 17.5 or 18

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2016-12-16 10:30 | Report Abuse

has touch historical low 16c and rebound..seems not downside is limited and upside potential is bigger..for investor safe entry now

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2016-11-28 06:06 | Report Abuse

On the way to test 36, 39 then break above 40

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2016-10-28 14:18 | Report Abuse

some activity going on..maybe more volume will in next week

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2016-10-28 14:15 | Report Abuse

ya,..more contracts in pipeline..now just need to hold it will test back rm1 soon

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2016-10-28 14:15 | Report Abuse

be patient..today people on holiday alrdy..next week continue

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2016-10-28 14:13 | Report Abuse

buy on dips..it will rebound..overall still uptrending

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2016-10-28 14:13 | Report Abuse

just wait it will test 50c very soon

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2016-10-27 14:54 | Report Abuse

will be testing 90c soon

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2016-10-27 11:52 | Report Abuse

slow and steady..no seller out yet means will bull more first

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2016-10-27 11:50 | Report Abuse

look at weekly charts..not many seller have comeout since recent buying..so uptrend is still in tact..only now waiting for weak holders to exit

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2016-10-27 11:50 | Report Abuse

notion broken 40c..now 40c become support to move higher

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2016-10-26 17:16 | Report Abuse

Notion broken downtrend channel..if break 40c tomorrow might see more interest in this counter

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2016-10-25 20:38 | Report Abuse

Stock has bottom at 82c,and epf has stopped selling down..we should see this atock moving upwards from now on to track crude oil price

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2016-10-25 20:36 | Report Abuse

Ivory strong,even able to sustain price on T4 day,we should see it test back 50c very soon..interesting

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2016-10-25 20:34 | Report Abuse

Agreed..will be interestinf tomorrow for this counter, will test 34c if break go 40c..dont miss the ride

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2016-10-21 17:18 | Report Abuse

UMW if able to break RM6 and sustain above it, we will see uptrend

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2016-10-21 17:17 | Report Abuse

two solid candle from historical low..from 82 to close marubozu at 85 today..volume is also significant

epf also has stopped dumping this stock

i think direction is upwards from now on, news can be out later no problem

im looking C6 C7 call warrants

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2016-10-20 18:49 | Report Abuse

JERASIA

JERASIA has first caught my attention with the significant volume of 11.5mil shares traded to on 19 October 2016, first since last year October 2015. Approximately one year later, this stock has refuelled and ready to go higher again.

Below are my facts and findings on JERASIA:

- The Group is engaged primarily in garment manufacturing and retail operations in Malaysia and Internationally and listed in Bursa Malaysia on 2nd June 2000.
 The Group manufactures fashion apparel and accessories for export.
 The Group grows its retail shops (the MNG Mango, Mango Man, Mango TOUCH, Mango Kids, Violeta by Mango, Nike, Terranova, Ladylike, Charlie, Milani, Ureka, Trio Sports, and Trio Kids brands) in East and West Malaysia.

- Interestingly the Group has incurred a total of RM34mil (RM14mil in last quarter) in acquiring property, plant and equipment in FYE2016 through combination of cash and bank financing to expand its production line to accommodate the demand.
Why a company exist in the apparel industry for more than 20 years will invest in acquiring assets to expand production line?? I don’t think they are silly and I don’t think the bank who finance them is silly. They projected something in which we will link below.

- In year 2016, the Group has aggressively embarked on expanding its network in starting new retail shops:
(1) TRIO in Sunway Pyramid
(2) TRIO in Time Square Bintulu
(3) TRIO in Batu Pahat Mall
(4) TRIO in IOI City Mall Putrajaya
As of now the Group has a total of 30 shops (11 boutiques located in Damansara Jaya, Mitsui KLIA Outlet Park, Palm Mall at Seremban, Sunway Pyramid, IOI City Mall Putrajaya, etc,), all these place are situated in crowded urban area. The upcoming boutiques will be opened in AEON Ipoh, IOI City Mall Putrajaya and Imperial City Mall Miri under brand Mango.

- All the garments/ apparels manufactured will be categorised sold either on local retail shop as stated above or export sales. Many do not know JERASIA is actually an export oriented counter and halve of the sales are generated oversea (As of FYE2015 ended 31 March, the Group has a total of unrealised foreign gain amount to RM4.5mil).
Any weakening of ringgit over USD Dollar is beneficial to the company’s bottom line. Have anyone noticed the strong profit recorded in Group’s Q3 FYE2016 (Financial Quarter ended 31 December 2015), if yes you will know what I meant.

- The Group’s NTA is valued at RM1.73, which is 60% discounted from the current closing price at 20 October 2016.

- Awaiting the latest financial quarter ended at 30 September 2016, if you aware of the trend, the coming quarter tends to improve a lot (YoY) due to festive season arrived. Garments/ Apparels are always necessities to the public and we will see high GDP recorded in September from private sector.

- The utmost facts I am going to highlight to JERASIA is TRIO. Why TRIO? Let’s put it this way, many do not know what actually catalyse PADINI to be so profitable in the past quarters. It is not Padini, it is not Vincci but it is Brands Outlet.

What’s so cool about Brands Outlet?
(1) It is price competitive.
(2) It targets wider market segment
(3) It has higher profit margin
“At pre-tax level, the company's profit margin is at the mid-teen level, ranging from 13% to 15%. Specifically, for Brands Outlet, its margin has been higher around 17% to 20% over the years.” Quoted by Chan, Executive Director of Padini Holding. Attached herewith the link: http://www.thesundaily.my/news/1260915

TRIO is similar with Brands Outlet in term of business model.

- With the above facts, the Group is forecasted to achieve a EPS of 9cents, with PE of 12 to 15, the share price should be valued at RM1.08 to RM1.35.
** PE is derived from similar competitors i.e. PADINI (PE:14), CHEETAH (PE:25), VOIR (PE:81), etc engineering background.


Conclusion:
Ok I am getting very long winded. Long story short, JERASIA caught my eyes due to:
(1) Weakening of Ringgit over USD Dollar beneficial to the Group
(2) Aggressive expansion on retail segment to boost sales (TRIO)
(3) Significant investment in acquiring plant and machinery to accommodate demand
(4) High NTA
(5) Low PE
(6) Interesting results in coming two quarters (festive season – Hari Raya and YEAR END SALES!!)

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2016-09-30 14:38 | Report Abuse

loooking at chart if can breakout above 28c, then can move to 35c next target..need to breakout with volume

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2016-09-29 16:36 | Report Abuse

JV agreement signed, good prospect for company earnings moving forward next quarter..some volume start to buy in today

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