他们认识里面的人，高层会告诉他们。
就看你的remisier是否 肯向你透露消息。
我跟了他7年，有一些股项他是不会告诉我。
通常他们都是会透露给大客务，组织等等。

我有时问他，他都不讲。

Homeriz @黑马股。
Bonus Issue & free warrant 怎样都比股息来得好!

打死我都不信短期之内来不到rm1.50 ++.

Good posted, 4321.
Rm0.35-0.40 指日可待，障碍不太。

我只听到这一些。

Selling time may end this week.
I heard that fr my remisier PJ@KL.

Selling time for these recent days since the day dropped from RM0.985
almost clear in this week. ( According fr my Remisier )

Good Consolidation Price today.
But Uptrend still intact!
我认为在这星期里，RM3.00没有太大阻碍可挡

In Stock investment,

我们不能于拔苗助长。

美元走强对Malakoff 没有影响。

没错的，的确是某某消息影响它目前。

TP to reach next week 35 cent。

我本人觉得，SIGN不排除拜一还会keep uptrend。

全都得看大家配合才行。

的确有些stocks是FD的。

有些投资者说MALAKOFF如同ICON 。认同吗？

ICON 低于IPO 股价为什么？
它上市时世界油价处于USD90-100，right？
现在呢？
不要说ICON好吗？
其他的OG CAMPANY 如THHEAVY，PERISAI， KNM， ALAM，等等。
他们现在都很低潮。（高低得看世界油价）

怎么不拿WPRTS ，OWG 与MALAKOFF比较呢？
WPRTS，OWG 从IPO 股价来到目前股价，相信都有一段距离吧！
为什么呢？
WPRTS与OWG 都是因为BUSINESS EXPAND，通过扩大生意，通过商机等等。
他们的营业额与净利才能提高。
如同MALAKOFF，也会寻找收购本地，海外资产啊！
就算MALAKOFF没有上市，PAT 也是很美.

MALAKOFF 在2007年七月中以每股RM10.35 / RM93亿令吉私有化。

RM2.18 是Fair Value，不是目标价。

TA project SIGNATURE INTERNATIONAL’s
core profit to surpass RM30mn to RM32.5mn-38.8mn for FY15-FY18, premised
on the following assumptions below.

1. Project revenue to surpass RM200mn first time in FY15 and
sustain above RM200mn/year in the future.

2. Order book replenishments of RM209mn in FY16, RM167mn in
FY17 and RM217mn in FY18.

3. GP margin to come in the range between 36% and 38% in FY16-18.

Capacity to install 4,800 kitchen systems in 6 months.
Signature has 30 sale
and 60 technical staffs in project teams to handle different projects at the same
time.
To ensure swift progress, the company has an external team of 200 project
installers to install and assemble kitchen systems.
Assuming each installer takes
7 days to complete kitchen works for one residential unit, Signature has a
capacity to complete 5,200 units of kitchen systems in 6-month period, which
none of its competitors can cope with.
This is a competitive advantage to
Signature over its peers in bidding for kitchen projects.

Strong earnings visibility.
Based on the strong correlation between historical
housing supply data and current sales of kitchen systems,
we make inferences
that current incoming supply is a good determinant of future sales of kitchen
systems.

Based on the latest housing data released by NAPIC, the incoming
supply of residential properties grew 11.9% YoY in FY12, 12.4% in FY13 and
10.8% in 1H14, this would lead to strong sales of kitchen systems.

Believe some of the impact has already been felt in Signature’s FY14 and 1HFY15
earnings when revenue surged by whooping 47.9% and 86.5% YoY respectively.
Management has guided that its current order book stood at RM160mn as at
Apr-15.

This outstanding RM160mn would be converted to revenue and
recognised in FY16 and FY17.

In the meantime, Signature’s tender book has hit
a record high level of RM400mn, which can be used to replenish its order book,
given the tender success rate of 50-60%.

EPS
2014 20.0 cent (A)
2015 31.6 cent (F)
2016 36.5 cent (F)

Signature’s SOP/share estimate
Assets ( RM'mil )
Signature's operations
RM46m 2016 net profit at 14x construction sector P/E 644.0
Net debt (15.0)
Investment properties 35.0
Net current asset 62.0
Sum Of Parts 726.0
Issued shares (mil) 120
SOP/share RM 6.05

Did u know, HOMERIZ…
1. Is a global player.
2. Beneficiary of Stronger USD
3. Broadening Homeriz Revenue Base.
4. Able to compete internationally despite intense competition fron China.
Stronger & Sustainable Margin.
5. Strong Earning & balance sheet.
6. Has Net Cash per share RM0.23 !
7. Attractive Dividend yield 4.3% with 40% Div Policy.
8. Fair Value RM1.54.

Projek perumahan rakyat menjadi agenda utama dlm 11th MP.

The news juz out now fr tv1.

News juz out now from TV1 !

Projek perumahan rakyat terus menjadi agenda utama dalam 11th MP.

选股，我认为不是要选到最完美的股项。

最重要Revenue and PAT increasing in every QR.

2. Div. At lease 70%. (虽然不是很多)

3. Fair Value rm2.18。

净利成长傲人rm341.5mil ! (end of 2014)
营业额达 rm55 亿9千万。

Forecast for FY2015 & 2016
Profit After Tax reach rm400.1 ( 2015) mil &
rm586.7 mil in (2016).

5 年符合年均增长率达 14.3% !

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738853
ANGLO-ORIENTAL (ANNUITIES) SDN BHD
Disposed

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738849
DATUK OOI TEIK HUAT
Acquired.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738845
MMC CORPORATION BERHAD
Disposed

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738841
DATO' SRI CHE KHALIB BIN MOHAMAD NOH
Acquired.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4738837
DATUK MUHAMAD NOOR BIN HAMID
Acquired.

你们有发现以上的DISPOSED 又ACQUIRED 吗？奇怪吗？
Disposed 是公司，(为什么舍得卖？：要用到钱咯）
Acquired 的是高层from Malakoff. （为什么他们敢买？相信他们晓得公司未来前景/方向）

我们外人，不知道公司的POLICY/政策，包括我只会听外界的khabar angin.

1. Malakoff 受惠于即将公布的11th MP。
2。 有机会，当然会以谨慎方式收购发电资产，
要不然(FY2016-2017)怎么提高营业额与净利呢？

3. 除了本地，MALAKOFF 还有很多海外收购选择呢！

Homeriz 超值的买入，my remisier also introduced to me one month ago.
Also his others clients. Mostly investors are collected Homeriz at rm1.20 +-.

Rm1.50 不是梦。

Stupid or not stupid,

还得看后面/将来的MALAKOFF。

another thing is that :

原本是要上市的1MDB, ( 可是不成事)

现在，.....明天开始焦点将被投资者看上Malakoff.

如果说Mmccorp 受到投资着者爱戴。 (因Malakoff 即将上市)

今世今日的Mmccorp 都就已超过 rm3.00 或甚至更高。

选股，我认为不是要选到最完美的股项。

最重要Revenue and PAT increasing in every QR.

2. Div. At lease 70%. (虽然不是很多)

3. Fair Value rm2.18.

我们就可得看每个QR 成绩。

除了Malakoff 外，还有哪些上市公司如同
它拥有5 年符合年均增长率14.3% ？

Malakoff

净利成长傲人rm341.5mil ! (end of 2014)
营业额达 rm55 亿9千万。

Forecast for FY2015 & 2016
Profit After Tax reach rm400.1 ( 2015) mil &
rm586.7 mil in (2016).

5 年符合年均增长率达 14.3% !

还记得Wprts 一上市没获得投资者爱戴。

今时今日的Wprts 可大大不同以前上市期间。

相信不会很久(从一上市后)，预计股价将超越MMCCORP.

Malakoff: 3 Main Highlight points

1. Proven Track Record.

2. Reliable Cash Flow Supported by Long Term Power Purchase Agreement.

3. Look Forward to Continue Growing Domesticaly & Abroad.

Tell u, Malakoff sure up by tomorrow,

Malakoff 公司如同Wprts(西港)....公司稳赚@FY2015-FY2016.

最重要的是盈利增賠!

Rm3.00 是说实在的，没什么障碍可阻。

bcos Uptrend &11th MP will be annouce soon next week.

HL gave rm1.50 ++ for Homeriz.

I think it will exceed rm1.50.

I Tp Homeriz b4 Bonus issue & Free warrant rm1.80.

1.明天如果不是大涨，就是小小的correction price.

2. 情况2：明天继续大涨。

可能11th MP 公布后不久就去到rm3.00.

可负担房屋也会成为热门焦点@Sign.

both Sign & homeriz 有看头。

明天一早就好买入70cent 以下如果可以。

今晚12：00 am 就好key in to Q to buy.

b4 bonus issue will reach rm1.50 above.

明天开市应该是走高。

现在2分钟后就好买。

Buy opportunity.

pesona 这只股在11th MP 有看头。

GOOD.

Rm0.50 above 4 to 6 months to go from now.