Headlines from some IBs today :--
1. CIMB " Smooth execution of current projects" TP=RM3.27 [from RM3.57 ?? ]
2. Kenanga - "Anna Nery's Charter income kicks in" TP = RM3.79 [from RM3.65 ]
3. Maybank IB - " 1HFY24 met expectations " TP RM5.05 [ Unchanged]

Mr market says -- not impressed ??

Yinson delivered. PAT within expectation. Will there be a rerating on Monday?

TQVM OTB. Appreciated.

OTB, talking about energy stock. what is your take on Yinson ?

Perhaps Capital A is too 'Big" to fail. They will probably get another extension if they can't meet the 7 Oct deadline?no?

https://theedgemalaysia.com/node/681667
Yinson targets near US$1b ebitda by 2025

Why does Yinson refuse to move up despite the rosy profit projections? Is the profit projection for real or is there a catch? The qtr result due out before month end should provide some direction. Someone I heard bought Yinson WA using margin financing and will be subjected to heavy capping after september 2023. Can it be interpreted as the broker know something we dont??

Good show today. Yinson WA could probably catch up tomorrow.

MBB research raised TP again ??

OTB is back? Hello.
What is your top pick for 2023?

Looks like Yinson is holding well now. UOB TP RM4.45 and AM invest TP RM3.89. FBSO Agogo could be the positive catalist. Yinson WA looks attractive?,

Icapital recommended CapitalA as a value investing counter ? Really? Perhaps on its digitalisation front.

Give OTB and Probability the benefit of the doubt. They are responsible people who promote the stock. Perhaps in a couple of hours they will come out with an explanation of why the qtr result is so different from their projections. The results are certainly shocking.

@ Probability
TQ

@ probability.
Looking at petron result, what is your take on HYC coming result ? What possible shock can one expect? TQ

KYY , when you do not know much about of Shariah law, do not cut and paste and do an article. You cannot clearly explain Shariah law by your short and misleading article. Just leave religion to the expert. I wanted you to focus on equity but then your recommendation is also half past six. Duk diam diam sajalah uncle yea. It is always the duty of all of us to promote racial harmony and mutual respect. no ifs no buts.

looks like last qtr profit is just one off. ? May not be the right sector to be in now.

I agree with probability's analysis of Q3 EPS of >RM2. In fact Q4 should also be v good.
We have a month to go to see the real thing.

Why cursing and swearing 24/7 ??? very good stamina lah ...

Now I know why you guys curse and swear!

The Surprising Health Benefits of Swearing
No one needs to tell you that having a potty mouth is crass and vulgar. In fact, ever since we were little children we were told not to curse or swear excessively. While this advice seems well intentioned with respect to social decorum, science says otherwise. In fact, science reveals that a little cursing here and there can actually be a balm for our soul. How so? Let us examine how this seemingly bad habit can turn into something surprisingly comforting when the moment calls for it.

Pain relief. Swearing activates the so-called ‘fight or flight’ response, leading to a surge of adrenaline and a subsequent pain relieving effect on our immune system. Richard Stephens of Keele University in England discovered that people who swear are able to hold their hands in ice water for twice as long. However, this only holds true for people who swear a few times a day, and not for those who swear excessively. The main reason for this is because those who swear on a constant basis are desensitized to their swearing, and as a result, are not particularly aroused by the act of swearing when they engage in it.
Non-violent Outlet. Swearing enables us to get back at bad people or situations without having to resort to traditional violence, or something more menacing or harmful. It can be considered an act of sublimation, whereby we channel our anger by swearing instead, in what is seen as a ‘healthier’ outlet to help release our negative emotions.
Harmless & Humorous Coping Mechanism. This coping mechanism, although far from a great one, can serve to increase our sense of self esteem, when it seems deflated, threatened or attacked. This in turn helps to build our inner resilience, and confidence in the midst of perceived tension and stress.
Assertion of Power/Control. Swearing can give us a greater sense of power and control over a bad or negative situation. By swearing we show that we have the power to control a situation, and not have the situation control us. This usually happens, ironically, when things are spinning out of control for us, and when things are not necessarily going our way. A person need not be the actual trigger for swearing to occur, but a particular unpleasant situation can be the trigger.
Social Bonding. Swearing can serve to show that we are not a fragmented member of a society. That’s why, cursing/swearing among friends can make you feel slightly better, when its coupled with a sense of validation from others. If done correctly, and under the right circumstances and with the right people, or group, it can also indicate that we are open, trustworthy, and fun to be around, making us appear more genuinely likable, and ‘real’ to others.
Psychological & Physical Health. The best health benefits of swearing include increased circulation, elevated endorphin, and serotonin levels, and an overall sense of calm, control, and well-being. All of these benefits can seem intriguing if it is done in the right way, and does not become a vulgar habit.
Outlet for Self-Expression & Creativity. Swearing can at times spark our inner creativity. Some individuals who naturally possess more of a creative flair find that they can come up with very creative words in the process of swearing, or that they muster up the energy to complete a project that has been neglected for some time.
A little swearing now and then (to yourself, or with friends) is not too terrible, and in fact may be even be good for your health by making you feel better, at least in the moment. The trick is to make sure it isn’t excessive, and that your swearing is not coupled up with anger, or another extreme negative emotion, as that can be very detrimental to your overall well being, and to others near you, possibly negating all of the potential health benefits described above.

@ OTB,
What is your projected EPS of MSC for Q3?

OTB
Dear Permutation,
I forget to mention to you, I bought AYS and MSC because the share price dropped until a ridiculous level.
I buy and hold, hope to make ROI of 100% when the bull market is back.
Thank you.
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Thank you OTB, Not really the answer I am looking for. Nonetheless , Thank you.

OTB
Dear Permutation,
I can only give you the answer on Hengyuan which I believe the share price is not fair at 4.07.
EPS = 2.22 in Q2 2022, no justification for the share price to remain so low.
I stop here.
Thank you.
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@OTB, Thank you for your answer. I suppose there are many reasons why HYC tank after the results were released. Perhaps Q3 results will clear some doubts.

OTB
Dear Permutation,
Yes, I buy Hengyuan and a few low PER stocks during this bear market.
I do not expect to make profit now, I believe the ROI will be > 100% when KLSE is a bull market. I can afford to wait.
My strategy is to buy and hold until 2023.
I hope Hengyuan will perform well after Q3 2022 result is released.

I believe KLSE will be bottom soon. Please buy share with your extra money only.
Hope I reply to your questions.
Thank you.
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Thank you OTB for your reply , appreciated.
What about your other stocks that did not meet your expectations? Your analysis of the failure? Thank you.

@OTB, Is Hengyuan your No. 1 stock now? Thanks

OTB said
"2.) My investment performance
I only quoted a few outstanding ones.
a) All furniture stocks and VSI in 2005 - Buy and hold for a year, I made multi million profit in 2015.
b) Hengyuan in 2017 - I bought at 5.90 and sold all > 17.00. I also made millions in 2017.
Buy and hold strategy works.
c) Dayang in 2019 - I bought at 0.89 and sold all around 2.80 to 3.00. I also made millions on Dayang in 2019.
Buy and hold strategy works.
d) Comfort and Supermx in 2020 - I bought Supermx at 3.60 and sold all > 22.00. I made a multi million profit in 2020.
Buy and hold strategy works.

All my performance records are in I3 for your reference. Do not lie to me if you are a responsible gentleman.
I am very sure of my profit in 2020, you need to work for the whole of your life and also cannot make this type of profit.
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@ OTB, impressive. Thanks for sharing. As no one can be right all the time, I prefer to learn from sifu's mistake, and the reasons why their recommendations fail? Mind sharing some of your failures? and why it did not perform?
I am sure you did some analysis of your failed stock? no? Thank you

I read the projection by the sifus here. It looks good and logical. However I cant figure why no broking house is covering this stock?