Venfx sifu, thank you very much. Just followed your advice and in 2days make so much. EMS is good business.

Venfx sifu, thank you very much for your constant sharing. I belief you. EMS can have good profits especially box builds.
I will stay invested with EG and add whenever I think the price is right.
Thank you

I think, this is a good time to buy at RM10.30. After RHB is done with price control for the maturity of the CC call warrant. The price will move up to the next level.
RM11.00 is within easy reach.

Petronm-CC price determined by average closing price for 5 days. That is today and 4 days next week.
It is to the advantage of issuer RHB to keep the price of mother as low as possible to reduce the amount of payout.

Yes, thanks to the sifus. Going in to add mother and CC.

@invest_101. Agreed. Good thoughts.

Q1'17 income = P4.1B
less 45 days (50%) = P2.05B
Assume (consevatively) other overhead, fix cost, etc takes up 50% of the income
Philipines income for Q2 estimate is P1.025B

Therefore I think, Petronm income will be at least = P2.6B -P1.025B =P1.575 Billion (at least)

45 days shutdown, where did they get the supplies for The Philipines stations ? Does that means, They will do the refinery in Port Dickson and transport the petrol to The Philipines ?
So Port Dickson plant has to be at max capacity.
Does that make Petronm profit fly to the sky ?

1/2 year income is P8.2 Billion
last qtr income is P5.6 Billion
Therefore, this qtr income is P2.6 Billion !!
Is my calculation correct ?

Trouble ?

Competitor of KESM is Trio-Tech

Sifu Jay, Please don't go away, we highly value your opinion and sharing of knowledge and info. Same feelings for Sifus Paperplane, Sifu Probability and Sifu 逍遥子 and many more Sifus. I have been quietly reading and learn from you guys.
I find that This Petronm blog is the most informative room of all.
Pls ignore the stupid noises.
Thank you and keep up the good work.

Thank you Jay

RM32 million is equivalent to profit after tax for 2 years. Good news.
I was told that the golf course in Taiping is not making money. After disposing, company will be more profittable.
I believe, there could be more land sales coming. More profits, more dividends.

Very happy with this surprised bonus. Will hold and add.
Wait for Perak to ban polystyrene lunch boxes in June 2017.
Wait for Johor to ban Polystyrene lunch boxes in Jan 2018.

@njue76. Thank you very much

When will the other states ban the Styrofoam lunch boxes ?
It will drive the company share higher.... cheers

Thank you to the bosses of SCGM.

Thank you, Meng.
This is a good time for me to cummulate more.
I believe, this company will do well for the next few years.

Meng,
Any relation to Lee Hock Meng ?

Meng, very good write up. Thank you.
I will hold and add if price weakens

After so many months of low activity, Why price suddenly jump? Any new development ?

Made the right decision to buy buy buy .... Now, I am laughing

Sifus, how high will it go ?

This Petronm is for long term. Like what Equityengineer have said, keep for 3 more months, next quarter should be good.

with so many states banned styrofoam boxes and cups. The biodegradable boxes must be selling very well.
Revenue will be up, profit will eventually be up. Maybe not so much in the December 2016 quarter, but next quarter will be damn good.

Buy buy buy ...

going up is good

Kevin, I am of the same opinion as you.

This AvagoInsider must have personal problem with Inari.
I choose to ignore him

@greatful, from what i gets, they are very busy taking in new products. Infact one of the Inari factory shares the same building as Broadcom.
That shows, how close is their business relatoonship.

If I am not mistaken, nearly all smartphones (apple or Android) uses some chips from Broadcom.
Home routers, powerline transmitters, home modems, repeaters, smart TV, set to boxes, andriod TV boxes, and many many more equipments uses 1 or more broadcom chips.

Broadcom is in the process of transferring more products to their Penang plant.

Inari being one of the biggest sub contractor of Broadcom. Will definitely benefit from the increased order and increased profit.

It cannot be wrong to buy more Inari.

A real gem

Good buy and hold stock

Interesting, this stock remained steady in this bad market sentiment. Must be good

Nahcee, I like your comment.

This company profit goes up every quarter. Buy and keep for long term

Thanks to the good info, time to collect more PetronM.

If this is it.. That is good news that we are all waiting for. This is the last risk of this counter. It is finally settled. The stock will fly like a rocket tomorrow

Why suddenly price go up ?

Good company, good management, cash rich, should be a good quarter. Now, the volume is good, buying more than selling.
I think, it will hit RM5.00 in the next few days

Consolidation time

After the profit taking by contra players, RM5.10 is not a problem.

Hold and hold until the price goes up

Anyone here has insider info of whether TienWah Press managed to get the Contract extension from BAT ? Or have they lost it ?

The book value of this stock is so good. But.....
What to do, stuck already...
No eye to see this stock, lose so much, now, just keep the holdings and wait a few more months lor

I like the 7% DY, therefore adding. Thanks to the nice write up by Harryt30

HDD cover and base is a mechanical process business. SSD is a semiconductor and PCBA Electronic business. (SSD cab be visualise as the RAM cards in our computer). Totally different. In my opinion, it is very difficult to switch over.

Big share holders of JCY are Singaporeans, To get money out to Singapore, the easiest way is to send out as dividends.
Can some guru tell us, is it true that foreigners who owns listed companies cannot simply sell shares to take out large chunks of cash ? They will need some kind of approvals....
if what i've guessed is correct, then, that answered Angielim's question.

There's only 3 HDD company in the whole world. (WD, Seagate and Toshiba). JCY is the largest supplier to Seagate and WD(which is 90% of market share). almost no chance to expand sales any further. The only solution is to shrink and cut cost

a few months ago, I have said it here that this company is in a business that is going down. when HDD(Hard Disk Drive) capacity increases (from 4TB per drive now to 10TB per drive in the next few months) the demand HDD component will be even lower. JCY is in the HDD component business.....
Unless JCY can branch out to other business with her cash pile. This is a sunset business.
You should judge by yourself.

Philip31, thank you for the info

Thanks to the insiders info of the factory