Public Bank raised price target of CCK to rm0.98

@thesteward Sorry I didn't notice your comment until March. At the end of last year(and until now), I haven't found any stock that has great potential. Actually, as of 10/03/2023, your 2023 stock pick performance(>13%) is far better than my real world portfolio performance.

I'm not interested in this "prize".

Thanks moneySIFU, and thanks Lucky Stars. The commodity boom during pandemic was a surprise, I thought the commodity price would be lower during pandemic.

Delayed export sales because import permits were issued late by the relevant countries, so next quarter will have more sales from export.

CEO bought some shares at the price of RM4.25 on 03 Jun

If without the logistic issues, the profit and revenue will be much higher. Because there was no available bulk carrier delivering the plywood to US in February and March 2022 while availability of container shipping was limited as well.

Quarter EPS 13.08 cents, annualized EPS 52.32 cents. For current share price of RM1.60, PE only 3.06, still very cheap.

Wondering why this submission disqualified?
---------------------------------------------
MikiMouse69 Hello everybody, my picks for 2022
ORNA 25%
AGESON 25%
BJCORP 25%
MYEG 15%
IRIS 10%
31/12/2021 4:58 PM

Hi Mr Tan
my pick for 2022 (I am No. 1 for Year 2021, and 16@2020)
kotra 15%
flbhd 15%
chinwel 15%
tongher 15%
hlind 15%
mynews 10%
kgb 5%
fpi 5%
mpi 5%

Thank you

Dividend:
ex-date stock per-share amount
8/3/2021 hisbiscs 0.005 172.00
9/3/2021 hextar 0.008 88.80
17/3/2021 leesk 0.025 842.50
22/4/2021 chinwel 0.015 67.50
27/5/2021 tongher 0.20 420.00
21/7/2021 sam 0.1103 77.20
8/9/2021 hextar 0.01 177.6
26/10/2021 cihldg 0.12 312.00
27/10/2021 chinwel 0.018 81.00
30/12/2021 kobay 0.02 246.00

total dividend RM2484.60

CFO resigned, maybe because he refused to keep the huge cash in HL Bank and get almost no interest? He don't want to be accused of accepting bribes to do so.

Kobay up like no tomorrow, limit up a few days, when is Sam's turn?

people worried about u-turn, but is there any reason you can give to justify a u-turn? Because even though the major share holder himself not allowed to sell his own share, but he can tell his relative or friends to sell their shares and earn easy money. If this is allowed, then lots of other company's major share holder will play this kind of game already. Some so called u-turn case was "announced" by news media, not Bursa announcement.

Choivo talking about his doubt on serba dinamik on 19/05/2021
https://www.youtube.com/watch?v=gTyN00ueLoU&t=6773s
start from 1:40:54

Thank you Choivo, this is great foresight.

Probably all bought by a single buyer. Lets say if you sold 1000 lots, if it is bought by 2 buyers, then the last transaction volume will be smaller than total volume increment. But I observed that so far, every last transaction volume was equal to total volume increment. Probably the big buyer has a special way to queue at the front. It's hopeless for other buyers.

nta drop because they give dividends more than the profit they earn, but this is ok because the company has so much cash and long term investment, and zero debt.

Hi Mr Tan,
my pick for 2021
LEESK 30%
HIBISCS 20%
APB 10%
HEXTAR 10%
KOBAY 10%
CHINWEL 5%
TONGHER 5%
CIHLDG 5%
SAM 5%

Thank you

Dividend:
12/3/2020 Pchem RM140
2/4/2020 Fpi RM1364
7/9/2020 Pchem RM100
30/12/2020 Kobay RM1002
-------------------------
Total dividend = RM2606

A few quarters later, net asset per share will be negative.

Pohuat and Homeritz up even more, Pohuat-WB up 131%! Probably push up by Nanyang's article?
If Nanyang's reporters bought yesterday and sell today, they will earn 131% profit in just two days! Nanyang's reporters are disciple of Coldeye, 名师出高徒。

圣经所说的末日你都相信....难怪这么多邪教都是以末日来欺骗信徒的。

Philip said Liihen is a value trap. Lets say somebody read his comment and his article, agreed with him, sold Liihen and bought the stock he promoted, QL, at the closing price of that day 29/5/2020.
QL 29/5/2020 price RM10.12, today price RM9.20, lost 9.1%
Liihen 29/5/2020 price RM2.18, today price RM2.38, earn 9.2%
To be fair, fluctuation in a week or two doesn't mean much, but I think Liihen will still beat QL on 29/5/2021.

@Ron90 Yes, investors of Hibiscs-wc are way too optimistic.

Stanley Yeo "有一些错误:
美，俄，沙三国每天产量3784万300桶原油，占世界产量的47%，
那马来西亚每天出产661万2400桶原油，占全球产应该是0.082%，而不是0.5%"
---------------------------------------------------------------
冷眼只是填错一个数字，但你是算错了。661万桶占全球产量其实是8%，66万桶占全球产量是0.8%。你别越添越乱。

I hope WTI below 30 dollars for at least a few more months, let more shale oil company file for bankruptcy first.

"马来西亚每天出产661万2400桶原油"
如果真是这样的话，马来西亚排名世界第四了。其实只有66万桶。

I commented about the relationship between PE and ROE. When I made that comment, latest quarter's ROE just coming out, market has not yet respond to that ROE, there is no related PE to that ROE. So when I said "lower PE multiple probably because of lower ROE", of course I mean the past ROE and PE. I thought this is very obvious?

Icon, if share price reached RM3.00, it will not disprove "Low ROE hence deserves Low valuation", because the latest quarter's ROE is quite high, 3.67%. If you want to argue, please argue with logic.

Promoting a stock can only push up the price temporarily. Investors are smarter than you. May be you want to sell it now?

Another reason for the low PE is because of low dividend. 3 cents only out of 18 cents profit. Really kiam siap.

Kobay have lower PE multiple probably because of lower ROE. Almost all profit are coming from manufacturing, but big part of equities are for the property development. If exclude property development section, the ROE is actuary quite high. For me, the assets in property development form a layer of safety for Kobay, but some investors view it otherwise.

11 cents dividend is just one month away. Current share price deducted 11 cents will become RM1.55, dividend yield will be 7.1%.

Same category with KSL, directors get big salaries but don't want to give dividend.

Nice list, please make this list every year.

Hi Mr Tan,
my pick for 2020

KOBAY 30%
APB 30%
FPI 20%
PCHEM 15%
HIBISCS 5%

Thanks

@cherry88, actually this is my mistake, I don't even know Homeritz-WB exist. And I want to change my comment but ends up remove it.

Biggest profit for third quarter. Cheers!

Bandar "Malaysia" will be launched on Hari "Malaysia". Just my guess only.

Ekovest and iwcity are the top 2 most active counters in terms of value this morning.

Early morning, a big fund sold 1 lot to every big cap company just to pull down the klci index, obviously they are trying to buy cheap in some stock. It looks like their targets are Ekovest and iwcity. This two counter price up and very active this morning.

Lotte Chemical Titan became Lotte Chemical Minnow
Half of net asset value per share is 5.17 / 2 = RM2.585, today the share price finally lower than this.

Maybulk already sail to the sky, syscorp still sleeping.

pohkong, Malaysia’s largest jewellery retail chain store.

因为星洲日報的介绍， 我今天买了企文科技(K1)， 一样是 RM0.240 。记得年初星洲日報推荐/介绍达扬企业(Dayang)，我却没买， 然后看着它一直涨一直涨...

Very good result! Profit break record again(4Q18 quarter was caused by write back of impairment)

Transfer money to Hong Leong Islamic Bank is the worst case scenario, that is selfish(good for major shareholder only) and wasting investor's investment opportunities. I hope they give special dividend or expand/diversify the business, as a banker they should know lots of investment opportunities.

dnlt, q3 result still not yet come out, how to calculate?

To be shariah compliant, cash must be less than 33.33% of total assets. As of the second quarter of fiscal 2019, hlind’s cash-total assets ratio stood at 45.6% (cash 989m, assets 2169m). The company have to reduce 399 million ringgits(RM1.27 per share) cash in order to be shariah compliant.
(989-399)/(2169-399)=0.3333
I am not accountant, please point it out if my calculation is wrong.

Quarter report delayed. I think the management needs time to solve the problem of how to reduce cash pile to make the company shariah-compliant.