http://www.bursamalaysia.com/market/listed-companies/company-announcements/1719913

Wah, 赚很多钱 @GUOCO !

我，...我简直傻掉！

请注意：

INDIVIDUAL PERIOD (RM ' 000) Cumulative Period (RM' 000 )
30.6.2014 30.6.2013 30.6.2014 30.6.2013

RM 113,054 RM 15,513 RM156,423 RM47,286


Net Profit Increased 728.77 % ! Net Profit Increased 330.8 % !

它需要时间。

Thheavy is not lousy, but it need to take some time to go up RM1.00 .

Maybe PW will exceed Teoseng's price by tomorrow ?

I know, But I believed RHB report more more than Ammb.

KICK OFF AMMB RESEARCH FOR PMETAL. !

Teoseng & PW uptrend in this coming few days!

Comment : Buy cos Bullish !

2Q sure good as I read fr Kenangan Cover Report!

Keep buy GUOCO ! good change. I switched some stock to buy Pmetal , KSL & Guoco today !
Yeah !

For me, I collect at rm6.10 something.

Save to bought below RM1.70 . THX GOD.

"Strategy-wise, given that the short-term trend has turned positive towards 1,880, traders should accumulate our last recommended Top Featured Stocks which include the likes of Gamuda, Bursa, IHH, IGB, Sunway, Westports, Econpile, Pintaras, Sentoria, Huayang, KSL, and Matrix," he added.

http://www.theedgemalaysia.com/business-news/304193-klci-week-ahead-local-market-to-remain-firm-trend-higher-.html

我发现PW 股回购股票越来越多！

Latest Shares Buy Back condition@PW:

On 23.08.2014 的星洲日报经济版里第8页, Shares Buy Back is 115,900.

Accumulative Shares Buy Back is 1,616,500。

我觉得每间公司的行政管理都有不同之处。
不是Normally it takes only 10 days for a company to summit the applications of bonus issues to Bursa Malaysia。
我相信Bonus Issue 肯定会实现！

换言之，KENANGAN COVER REPORT@KSL（21.08.2014 ） 只有在Internet 里才找得到。

很难想像KSL 下个星期股价会升到多高。

原来在21.08.2014 （星期四）的KENANGAN COVER REPORT@KSL在报纸是还没卖出这个消息！

看来下个星期将会庚多人知道KSL's Latest Cover Report. （经济版即将刊登）

星期五那时（22.08.2014）只是很小的涨幅 ！
-因为只有一些部分的Forumers 才知道
KENANGAN COVER REPORT@KSL.

Dun forget DAYA got RM15-RM19 亿Oil & Gas Contracts in hand !

Why Daya buy 两艘岸外海底施工船和一台起重机，并建议进行一连串企业活动融资。
( Siem Daya1和Siem Daya2。)

http://www.nanyang.com/node/644015?tid=462

http://www.thestar.com.my/Business/Business-News/2014/08/22/Daya-Materials-plans-large-corporate-exercise/

Is going to fly !

My advice & opinion only : I buy, keep & hold it tight@KSL.

Any link related WEIDA say that worth to buy ? Thanks !

Noted, Thx !

Total Shares Buy Back @PW is 1,500,600 ！

我也有听闻到好消息@KSL等待下周公布！

Bonus Issue 应该会done 9月-10月2014.
所以还有排让PRESS METAL 上升机会 ！

RM7.00 will reach in September for sure !
I really confident with it@PRESS METAL !

I believe PMETAL able to go through RM6.50 above next week !

Agreed with stockkaki !
I kept L&G for 1 month fr now.

L&G is one of the stocks in below link :

http://www.theedgemalaysia.com/business-news/301768-14-msian-companies-named-forbes-asias-best-200-under-a-billion.html

Nest week will reach at RM2.00 above I believe@PW !

Buy at ur own risk.

News ! ( But not comfirm yet, I juz heard fr remisier )

GUOCO Privatisation soon. $2.75 !
( I mention again there, is only khabar angin， 有消息传出 )

price call only 3 stars.

Buy b4 hit and stand strong at RM0.70 above !

any link ?
If got, I buy it Now !

KSL better/worth to invest compared than SHL.

Comment & advice : BUY & KEEP IT@PMETAL as soon as possible.

SURE ? cindylim

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1717389

不想买入RM4.00 多，就好现在买入！

好像要飞了！

KSL今天可能会去到RM4.00以上！

Strong support at RM2.23 level.
Probably will shoot up today, waiting for the Vol .

10. Market Capital :RM1,499 mil.
PER for FY 2014 / 15 (E) : 5.0 !
PER for FY2015 / 16 (E) : 4.0 only !

如果是这样，那么PJDEV 可能bullish !

1. Owner of c. 2100ac landbank, of which 78% is located in Johor while the
balance is mostly in Klang. Their landbanks are mainly township in nature i.e.
landed residential.

2. Severely undervalued at 27x GDV/mkt cap ratio.
Estimate that KSL’s
total GDV could amount to c. RM40b and this implies GDV/market cap ratio of
27x, which highlights its gross undervaluation compared to peer’s 10-11x.

3. Investment properties severely undervalued by more than RM1b.
3.1 Assuming a very conservative 7% cap rate on FY14E
segment EBIT, their investment properties should be worth RM1.79b!

Believe the group will eventually consider REIT-ing its investment properties
once it reaches a critical size. The group has a very light balance sheet of 0.07x
which will help fuel their recurring income ambitions.

3.2 Investment properties should be worth RM1.79b
or an undervaluation of their assets of RM1.36b !

4. Estimate FY14-15E core earnings of
RM301m-RM376m (62%-25% YoY) on the back of record high unbilled sales of
RM1b, FY14-15E property sales of RM1.3b-RM1.6b.

5. KSL will be trading at FY14-
15E core PER of 5.0x-4.0x which is attractive against its mid-cap peer average
of 9.0x-8.1x.

5.1 (i) KSL’s earnings growth is
also stronger than its peers,
(ii) Deliver more than RM300m
core earnings annually are typically large cap developers with a minimum
market cap of RM3b.

6. KSL may consider rewarding shareholders since they are opening up to
investors. Assuming a conservative 20% pay-out, this translates to FY14-15E
DPS of 15.6-19.5 sen or yield of 4.0%-5.0% which is comparable to its peers.
KSL also has RM1.1b of distributable reserves which is more
than sufficient to provide investors with 2-3 rounds of 1-for-1 bonus issuance.

7. Fair Value of RM6.63 based on 50% discount to our FD RNAV of RM13.26.
RNAV is driven by DCF of future development profits
(RM40b GDV @ 20% net margin) at 11% WACC.

8. Net Profit as :
in 2013(A) RM186.6mil
2014(E) RM 301.3mil
2015(E) RM376.0mil
Compare 2013 vs 2014(E)
Net Profit will jump as high as RM114.7mil or increase 61% from RM186.6 mil !

9. Outlook : Bullish !

TOO EARLY TOO SELL !

明天还会继续的上！
今天没买入的人真的错失良机@SUMATEC !

Aku boleh tunggu.

I confident with KSL !
comment : BUY on weakness like today !