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2013-11-28 17:53 | Report Abuse
Good Result from Cenbond...
Profit After Tax has increased from 4.1 Million to RM5.02 million.
EPS increased from 3.46 sen to 4.21 sen.
Net Cash has increased from RM60 million to RM80 million or RM0.66 per share.
Cash churning machine .....bravo...
2013-11-27 15:23 | Report Abuse
CENBOND should announce result anytime.
I expect this cash rich and low p/e company chalked up good result based on TGUAN performace which has announced good result last nite.
Screaming buy at RM1.63......with target price RM1.80
2013-11-27 11:48 | Report Abuse
Sim, if subsidiary result is good and since it will be consolidated in the holding company's account, I think Kfima result should show further improvement in the 2nd quarter (1st quarter only RM14 million) unless there is an unexpected expenses to us.
Going forward, Kfima should see better result since CPO Price is hovering around RM2,600 vs RM2,300 last quarter.
Keep finger crossed and let's wait for tonite result.
2013-11-27 11:31 | Report Abuse
Fandi, hope Kfima will show some excitement by end of this week after they release the result.
2013-11-27 11:07 | Report Abuse
RM2.80 by next Monday.
The stock has been bashed down by almost RM30 sen.
This time, I do agree with Kenanga analysis.
http://klse.i3investor.com/servlets/ptres/19537.jsp
2013-11-27 10:57 | Report Abuse
Surprisingly good result from Fima corp, subsidiary of Kfima which has recorded RM19 million profit last quarter. Kfima has to consolidate Fima Corp result and I can expect Kfima will record at least RM 21 million this quarter translate to EPS 8 sen per share for this quarter.
Annualise EPS 8 sen x 4= RM3.20
Waiting for improvement result tonite, last year same quarter only RM19 million and last quarter only RM 14.6 million.
Screaming buy now for Kfima while waiting for tonite result.
2013-11-26 15:34 | Report Abuse
SUNWAY is going to announce result this Friday.
Have seen sell down from RM2.95 to RM2.65 now no thanks to Singapore GLC.
I am screaming buy SUNWAY since the company is expecting to announce good result. Dun think I need to introduce this company any more.
2013-11-26 11:01 | Report Abuse
My take is that Kfima will record mediocre result this time due to weak CPO price for the last quarter....
Anyway,one should look ahead when the CPO is currently trading at RM2650.
JustinGD has very good coverage on Kfima. Highly recommended to read.
I would buy more Kfima after the result out this time.
2013-11-26 09:57 | Report Abuse
Lots of people asking me why Padini shares dorp from RM2.00 to RM1.63?
I can only say thanks and no thanks to the analyst. The competition from H&M and Uiqlo is exaggerated. How many of them really go to the ground/shopping centre to see the business activities of Padini? Most of the analyst I can say just stay in their small cubical when they write and never even check their writing....
Just look at RHB report today:-
" Better margins. Its gross profit margin stabilised at 47% while EBIT was at 18.2% (vs 17.4% in 1QFY13) and PBT stood at 17.9% (vs 17.1% in 1QFY13), boosted by stronger sales. AEON has proposed a 2.5 sen DPS second interim dividend and 1.5 sen special dividend. We believe the group will be more generous in paying out dividends in future as it has a huge cash pile of MYR178.1m as of Sept 2013."
Are they writing on Padini or AEON?
2013-11-26 09:45 | Report Abuse
Hepitrade, it will hit RM2.00 if you have patient...I am for long term...
Quarter 2 result will be even better due to year end Holiday and Christmas....
2013-11-26 09:39 | Report Abuse
Padini at 1.72 is still damn damn cheap. No other consumer counter can give dividend yield at 7% like Padini. Grab it or miss it.
2013-11-25 18:02 | Report Abuse
On 25 November 2013, Padini has declared a 2nd interim dividend of 2.5 sen per ordinary share (single tier) and a special dividend of 1.5 sen per ordinary share (single tier) for the financial year ending 30 June 2014, which will be payable in December 2013.
2013-11-25 18:00 | Report Abuse
Tuniamasingh, I am really pleased with the result and the special dividend announcement. The dividend yield is very high for Padini.
Padini should open easily at 1.72 tomorrow. Again my target is RM2.00
2013-11-25 10:44 | Report Abuse
Jenny, hope you have benefited from my recommendation.
2013-11-20 17:31 | Report Abuse
BUMI ARMADA’S YTD* 2013 REVENUE AND NET PROFIT UP 28.3% AND
23.9% RESPECTIVELY, COMPARED WITH THE SAME PERIOD IN 2012
YTD revenue increased 28.3% to RM1,516.3 million
YTD net profit up by 23.9% to RM342.9 million
EBITDA* of RM772.4 million
Total order backlog of RM12.7 billion (comprising RM8.0 billion
firm and RM4.7 billion optional)
Increased T&I* revenue from Lukoil project
Two new OSV* vessels and improved uptime
Two significant FPSO* Project related safety milestones
Bumi Armada was re-selected for Dow Jones Sustainability Index
(DJSI) for Emerging Markets
2013-11-20 15:47 | Report Abuse
my take is that the company net profit should be 30% higher than the 3rd quarter profit 90 million record 3rd quarter last year.
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=A&source=M&securityCode=5210
2013-11-20 15:38 | Report Abuse
Buy on weakness at 4.02,10K now waiting for good result announcement tonite.
2013-11-20 09:52 | Report Abuse
I would be more than happy if Kfima can utilise its section 108 tax credit by announcing 10 sen per share special dividend to shareholders when they announce the result next week. Otherwise, the amount will be forfeited by end of Dec 2013.
2013-11-19 10:12 | Report Abuse
Tuniamasingh, more will come. Buying good dividend yield stocks that can generate huge FCF will give you good return if you have patient. Let's wait for the result next week.
2013-11-18 14:36 | Report Abuse
Kfima will always remain as one of my favourite stock. Another great analysis.
2013-11-18 14:33 | Report Abuse
Observe Padini,H&M, Forever 21, and Uniqlo at the major shopping centres then you will know I have strong buy call for this stock at the price now.
2013-11-18 12:23 | Report Abuse
Edmund, dun punt Padini, it is more for long term investing.
I am targeting the stock to reach RM2.00 by Chinese New Year.
I think next week result should be good. So accumulate when the price is weak and I trust that you will see at least 20% return in the next 3 months.
2013-11-18 12:06 | Report Abuse
I bought 20K at RM1.63 banking on the good result to be announced next week(seasonally strong quarter) with another 2.5 sen/share dividend ex date and payment in Dec 2013.
2013-11-18 11:51 | Report Abuse
Good to see this cash rich fundamental stock has started to rebound!!!!!
http://www.intellecpoint.com/2013/07/whats-wrong-with-padini.html
2013-11-15 10:35 | Report Abuse
Padini should pay 10 sen per share for 2014 =RM100/RM1630 so the yield around 6%. Good Fundamental stock to pick up now and aiming at 2.00 by Chinese New Year.
2013-11-15 10:23 | Report Abuse
Well, I would say YES YES YES!!!!!!!
2013-10-03 10:00 | Report Abuse
Few days never monitor market and CENBOND 1.88 now....amazing....
2013-09-25 11:17 | Report Abuse
Jennylee I do not set any target for OKA Corporation. Anyway, I think RM1.00 is reachable based on the 50% discount trading below NTA (1.67) and the dividend yield (5%) alone. Study the last quarter result and you would know why I am bullish.
2013-09-25 11:11 | Report Abuse
Thanks. Please give me the update then. I think the take over is imminent.
2013-09-24 14:52 | Report Abuse
let's wait and see!!!!!!!!!!!!!!!!!!!!!
2013-09-24 10:01 | Report Abuse
The cash per share is almost RM0.19 per share but the share price is only RM0.27. That means one is paying Keladi at RM0.08 (0.27-0.19).....hmmm......
2013-09-23 18:50 | Report Abuse
Fandi, Cenbond at last announced ex date for 3 sen per share dividend. The ex date in two weeks time.
2013-09-20 09:31 | Report Abuse
OKA is showing the true colour now...for those who have patient, you should reap in good profit.
2013-09-20 09:29 | Report Abuse
if you have heeded my advice previously, you can lock in the profit first and but back at lower price. Not easy to sustain MLM's business momentum.
2013-09-17 16:57 | Report Abuse
something is brewing....let's wait for tomorrow
2013-09-17 15:09 | Report Abuse
Dun think Haio's MLM can sustain its momentum. Advise to dispose the shares and buy back at lower price.
2013-09-13 09:54 | Report Abuse
Acquired another 10,000 shares of Cenbond at 1.75. Disposed 5,000 Haio at 2.65.
2013-09-12 15:22 | Report Abuse
Acquired 10,000 shares of Cenbond at 1.73 now. Firstly, Waiting for final dividend exdate annoucement next week .
2013-09-11 16:28 | Report Abuse
Waiting for bumper durian coming....
2013-09-11 11:33 | Report Abuse
Yes,yes,yes price goes up with volume coming.
2013-09-10 13:39 | Report Abuse
Yes, I have 100% faith on the 3 stocks above trading deeply below the intrinsic value.
2013-09-10 11:16 | Report Abuse
Hope OKA will become another Ogawa World.
2013-09-10 10:01 | Report Abuse
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=O&securityCode=7140
Share price now =0.71
(1) EPS for 1st quarter = 4.78 annualise 4.78 x 4= RM19.12
(2) NTA = 1.67
(3) P/E = 4
(4) Dividend ex date: 30/10/2012 3.5 sen per share (nett) or dividend yield 4.9%
(5) Very asset rich company
2013-08-29 15:27 | Report Abuse
Pradeep, my take on Kfima's result tonite:-
Net profit after tax : RM17 million vs RM 14.8m last quarter this year
EPS : 6.2 sen annualise 24.2 sen.
Let's wait and see.
2013-08-29 15:13 | Report Abuse
Nubhan, saya tak pandai trade saham, bila turun dan orang kelam kabut saya beli dan simpan saja.
Good Time to buy CENBOND, expect the same performance with TGUAN
2013-11-28 17:57 | Report Abuse
Plus interim dividend...yahoo
Entitlement date 16/12/2013
Entitlement time 04:00:00 PM
Entitlement subject First Interim Dividend
Entitlement description Single Tier Interim Dividend of 2.0 sen per ordinary share of RM0.50 each in respect of financial year ended 31 March 2014
Period of interest payment to
Financial Year End 31/03/2014
Share transfer book & register of members will be to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no SHAREWORKS SDN BHD
No. 2-1, Jalan Sri Hartamas 8, Sri Hartamas
50480 Kuala Lumpur
Tel.: 03-62011120
Payment date 06/01/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers 16/12/2013