will be another Masterskill or Hexagon

Yes, always remember, those analysts are young guys that salaried by the RHB, just make a living nia mah, investors took it seriously. Listen to W Buffet type of people, they are the one sipping coffee at Kopitiam.

I think the CEO does not want to give RHB any insight of what is going. Thus RHB cannot get any comments. But instead , she is reveal her stand with Borneo Post. So RHB analyst will feel one kind... It is not professional to issue report within such a short period of 2 weeks.

So dont be happy if it bounce back , it is just a show.

If the director see our messages, he may announce buy back to stabilize, but will they take the action? That will be another story...

Even short term can prop up, long term, many investors queue to sell, I bet.

I agree with yipcoolseng. Just take it like the money is gone. Dont put much hope, A family business always like that. I hate myself not follow my own rule of thumb, never invest in unknown management company.

It is not about worth or not worth. There are many good counters NAV higher than this one. But there share for long time never come back, for years. I also burned at 1.40. Average down is a lie. Lok at Hexagon - it becomes - NAV after putting hope for years. Now its a super 0.04 cents counter.

it will never be lowest. For MEGB Masterskill, I have tried to put hopes on that counter, it dissapointed me from time to time... insititute will send the shares in bulk!

for those still have bullets, should collect at 0.23. Warrant at 0.09.

Ngu still have a lot to sell...

I think the panic sell does not end yet ... I wonder if the Quarter is bad or cancel orders or some kinds, or the guarantee profit in the last quarter does not make thru, can we file complaints to SC on these two directors? Hmm... Only when the Q result out, then the actions can be considered....

if the directors collect back at lower price, just the cycle itself, they make a lot of money from small investors.

I believe some major shareholders are picking up, it is impossible that thy dump so much shares that the price not dropping to 10+ cents.Retail buyers cannot transact this volume.

Last Q report 23 Aug.

Ngu also dispose mother share.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1457157

If someone technical re-org, there are two more key directors that have the experience and technical expertise, they also hold substantial shares comparable to Anne and Ngu. The key is not only the expertise , the key is whether they have the potential and track records to secure contract.

Por, very reasonable analysis. There are few catalysts and positive coming news may likely happen - Q result, LTE roll out from the current customers, new contract anticipation for the 1000 towers (like builiding 1000 unit of houses) and may be a small acquisition, guaranteed profit in next Q, venturing into neighbourhood country...the edge (4-11 Nov) issue, I read that Instaco and OCK may not get all the jobs because the market cap is too small to take everything, other private players will benefit from the budget plan. The market is too big for the few players. Instaco has built a few thousands towers since inception and has order on hand 300 millions. But... I am still interested to anticipate what if assumption (on bad news) - that will help us to factor in the discount as the value investor and assess risks.

may be I should sell and come back at 0.30, can make few rounds money... up and down.

fprtunebull, are you selling and wait for 30 cents?

The contracts will be too big for a company to take on everything, I read this week the edge, it has mentioned OCK, Instaco and other small players will benefits from this work. There will be plenty of jobs for them to take.

One of the trends we can see is it is a buyers market. If you notice, regardless of how many lots seller put, buyers will snap up. Check it out at 0.17 today.

Short term player is cashing out. Q result is not far away..., I will stay until Q result is out, then decide next.

why drop?

The last quarter announcement is in 3rd week August. The quarterly report forecast profit guarantee. Read yourself.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1384421

oskfans , I think lloydlim refers to contra players due to pay their transactions, day 3 and day 4.

http://www.tradesignum.com/predict_4400_instaco-31-Dec-2013

If the EPS is 1 cents per Quarter per share, that translate to 4 cents average. For a PE estimate at 15, it should be RM0.60. If the company can break EPS 1 cents, any time .. beyond RM0.60 is fair value. Just my personal opinion, I think the next Quarter, this counter can do better, looking at the last quarter result.

The Warrant is now RM0.15 which is exercised at RM0.33, which means the mother can easily worth RM0.58 .

very high volumes today

Inari flys from 0.30 to 1.26, Keep this and it will be like Inari!

Please sell, I will go in only at 0.80

To LKF0512, me too buy some. I think RHB has rated this as the Top Pick of the Small Cap, should have confidence.

RHB : FV of MYR0.51. We value the stock at a 13x FY14 P/E. This is based on a 35% discount to the P/Es of local mobile operators and regional/global tower-related companies, which trade at ~ 20x forward P/E. The discount reflects its significantly smaller operations and share illiquidity. We like the company for its strong earnings prospects within the telecommunications space as well as its undemanding valuations. The stock is one of RHB’s top small cap picks for 2013. BUY

hope to be another Inari

good info thank you too!

Instacom has just given away one free warrant for every 2 shares in the end of Aug 2013. The warrant conversion price is set at 33sen. If the current earning trend continues, Instacom may register a net profit of at least RM30mil for its FY2013. This will give an EPS of 4.27sen base on 702 million of ordinary shares. With this, PE ratio will be 6.5x using the share price of 28sen. If the warrants are fully converted, then the total shares will be 1054 million and EPS and PER will be 2.8sen and 10x respectively.

Thank you lkf0512, this is excellent piece of review, this does not include the recent budget 1000 towers potential, which is in Sarawak.

Instacom vs OCK vs RA :
http://bursadummy.blogspot.com/2013/09/instacom-vs-ock-vs-ra.html

Wah lau, no tax hike for gaming, monday will fly, too bad I did not buy, hopefully foreign fund can unload them

Check out Instaco, sarawak base company - will be a big winner in this telco tower deployment

GST not so soon, so wait for another year.

Projects to be implemented include 316-kilometre West Coast Expressway from Banting to Taiping as well as double-tracking projects from Ipoh to Padang Besar and later from Gemas to Johor Baru.



Read more: 2014 Budget highlights http://www.btimes.com.my/Current_News/BTIMES/articles/20131025170454/Article/index_html#ixzz2ijtIMFR9

Projects to be implemented include 316-kilometre West Coast Expressway from Banting to Taiping as well as double-tracking projects from Ipoh to Padang Besar and later from Gemas to Johor Baru.



Read more: 2014 Budget highlights http://www.btimes.com.my/Current_News/BTIMES/articles/20131025170454/Article/index_html#ixzz2ijtIMFR9

Ho sai liao

If you are not a player the industry, you should ask why Amertron can let go their asset to be acquired by Inari...

Sin tax will be imposed?

Yea, may be they can give special divident due to the recent land sales.

any surprises or not this time? Get ready to buy if Eco tourism is supported again.

After the exercise, the NTA will be around 0.52 to 0.67, compare to 0.70+ now. Hmm..current price is too high?

buy at 2.40

hope this can come down to 80 cents after the budget, then chance to collect. Miss the boat for the past. This is very exciting stock where the trading has been up and down between 80 to RM1.