Long wait

Fantastic results by Hexza. Share price is gonna fly according to sifu

ARB will be worth RM1 by end of 2019

A lot of shares

Ronie Tan in annual report has 30 million Dayang shares.

Article on WCE in StarBiz dated 13 April 2019 is very positive on the company. The third longest highway in West Malaysia with length 0f 233km has a market cap of RM710mil.

The qualification of Tex Cycle accounts is alarming.

It has decided not to reappoint Delloitte as auditors. This is not surprising.

Two red flags. Why is SC not taking action?

Shareholders at AGM were calling directors names. Losers, turtle, useless.

Many shareholders said they bought Red Sena because they thought the company will acquire a good business. They are not interested in yield.

Why is Yi-Lai buying back it’s own shares daily?

This is disturbing as there is a mandatory take-over at RM0.785. If the company buys every day, then share price will not come down and the mandatory take-over will fail. The mandatory take-over will be deemed to have failed.

I am sure all minority shareholders want this mandatory take-over to succeed. But it cannot when share price will not fall.

This is well written by a professional.

We have to wait 1-2 years for China operations to be profitable,

Yes. Please sell. I am accumulating

WCE is attractive. The 60 year concession period is long.

Will definitely buy in 2018.

Muda posted good interim results. Net profit rose from RM11.3mil to RM18.1mil.

What happened to KCChong?

This is a QL company. QL and EITA are flying.

Boilermech's share price is next!

Top investor Felicity bought Freight Management share at RM1.32 last week.

She mentioned that Freight Management has very good growth potential and is well managed in her blog Serious Investing dated 23 March 2017.

Dear friends,

Success looks like a stock to buy. Is there any broker promoting Success?

I have not seen any. Strange.

Freight Management"s share price has broken out convincingly with the highest volume for the past 12 months.

Mr Fong, the Master of Share Investment in Malaysia, recommended buying Freight Management a couple of months ago,

He is always right.

Good results and well managed food company. The new maltodextrin factory has started to contribute to earnings growth.

The MD and ED have been charged for insider trading. The SC website has many cases of insider trading that were settled out of court. Many of these cases involve EDs and major shareholders of current stock market darlings.

Three-A has been penalised for both directors having been charged for the same crime.

This is a good opportunity for me and other value investors.

A significant improvement in financial performance. This improvement is sustainable.

A major turnaround in financial performance by Seremban Engineering.

Dolly_Chai's analysis is right. The industrial lighting business is Success's gold mine.

Favelle is a good company. Share price should outperform in 2018.

Mr Chong is indeed brilliant and more importantly generous.

Icon8888 is my sifu in investment.

SAM has honest and capable directors. A very strong business franchise in manufacturing aircraft components. The manufacturing process has to be very precise and of the highest standards. It takes years to be an accredited supplier.

Temasek of Singapore has a 70% stake.

SAM Engineering

Dividend yield (TTM): 8%
ROE: 12%
ROA: 12%
Net gearing: 0
PER (TTM): 13.5x

These are excellent numbers. Numbers do not lie.

A former director has been dumping the shares since mid 2015.

When will Mondrian, the London fund with 6% stake in Wellcall, start selling when it realises valuations are stretched?

There is no indication of an impeding bonus issue.

It is however clear that the controlling shareholder, Temasek, intends to maintain a generous (unwritten) dividend policy, Temasek after all owns 73% of the ordinary shares.

This Singapore sovereign fund's role of controlling shareholder instills confidence of good corporate governance and competent management.

Aircraft components require the highest quality and safety standards to the extent that aircraft manufacturers are willing to pay a premium in pricing.

SAM's strong order book of RM3.5 billion (as at May 2016) is testimony of this.

Three-A's MD, Fang Chew Ham, bought 100k shares at RM1.308 on 6 June 2016.

A positive sign.

The directors of Freight should implement the share buy back programme.

Dear Mr Chong,

You are right as usual. Focus Lumber's share price is waiting to implode.

The business model cannot sustain a consistent earnings growth. We may see earnings grow one or two quarters. But that is about it.

The latest development in the food & beverage industry in Thailand is that soft drinks could cost up yo 25% more in Thailand. The National Reform Steering Assembly's health panel approved a proposal to increase taxes for non-alcoholic drinks with high sugar content.

This sugar tax on soft drinks has been imposed on soft drink bottlers in US. We expect this sugar tax to be imposed in ASEAN countries over the next couple of years.

The results indicate Three-A's joint venture with Wilmar International in China is turning the corner. The strong sales has enabled the joint venture to reduce operating losses. Three-A's share of the losses has therefore been significantly reduced.

The JV should break even by the second half of this calendar year, The China JV should be profitable in 2017.

Three-A's share is fairly valued at current levels at 16X extrapolated earnings. But the China JV has tremendous potential and this has not been factored into Three-A's share price at RM1.10.

This looks bad for Sam as Temasek is still unloading.

RCE's profits have nose-dived over the past 3 years. Business is bad.

Spritzer is trading at 12X earnings.

Spritzer is the market leader in premium mineral water in Malaysia. A regular bottle costs RM2.60-2.80 while F&N's Ice Mountain costs RM1.50-1.80. Dasani is chaeper at RM1.30.

Spritzer has constructed a new plant in Johor.The southern region and Singapore have tremendous potential.

Freight Management's share price volume shot up to 5.2mil yesterday. Share price up 11sen.

A takeover play.

A very well written posting

Mr. Chong. This posting is insightful and witty. VS Ind? LOLX

Mr. Chong. God bless you and your family.

Your sound advice and wisdom are our guiding light.

Value Partners of Hong Kong has accumulated a 5.5% stake in Signature at about current prices. Value Partners is owned and managed by Mr Cheah Cheng Hye. Mr Cheah is reputed to be one of the top investors in Asia and is a billionaire.

Mr Chong. You are not only a great investor but one of the most honest people around.

Thank you for sharing. God bless you and your family.

The man behind Value Partners is billionaire Cheah Cheng Hye, the Warren Buffett of Asia.

God bless you Mr Chong. You're not perfect but come close in your fundamental analysis

This is the best research report that I have read for a long, long time.

Very positive news. Saudee will be the distributor of food and beverage products to 400 schools.

This will be like having 400 mini convenience stores.

Very bad results.

Pantech Group Holdings Bhd’s pre-tax profit for financial year ended Feb 28, 2015 declined to RM59.18 million from RM75.23 million a year ago. Revenue decreased to RM525.74 million from RM575.61 million previously, the company said in a filing to Bursa Malaysia

The reason for Signature's share price weakness is selling by former major shareholder HSC Healthcare which used to own about 20%. The constant selling has brought it down to about 3-4%.Even if Signature goes up by 50% to RM3.50, that is a lot of upside.