Stevecheahsw

Stevecheahsw | Joined since 2013-10-29

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2014-04-13 18:19 | Report Abuse

Me too, bought wa 0.13 not sell at 0.19 in a week.

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2014-04-12 14:35 | Report Abuse

sassopi87, wao, how much u bought in? 0.35?

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2014-04-12 14:14 | Report Abuse

why mother drop son not follow?

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2014-04-12 14:10 | Report Abuse

jsiegel, that mean u have no run on 0.36 last year, keep until now?

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2014-04-11 14:14 | Report Abuse

Why mother drop wa no drop? Any 1 can share?

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2014-04-06 00:33 | Report Abuse

MIDF研究則認為,雖然PIC開跑無法令許多上市油氣公司直接受惠,主要因大多數油氣股涉審處上游領域,反而是那些涉足油氣土木工程的承包商和供應商,如戴樂集團、科恩馬集團(KNM,7164,主板工業產品組)、睦興旺工程(MUHIBAH,5703,主板建筑組)和依文仙台(SENDAI,5205,主板建筑組),將崛起成潛在贏家。

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2014-04-06 00:32 | Report Abuse

MIDF研究則認為,雖然PIC開跑無法令許多上市油氣公司直接受惠,主要因大多數油氣股涉審處上游領域,反而是那些涉足油氣土木工程的承包商和供應商,如戴樂集團、科恩馬集團(KNM,7164,主板工業產品組)、睦興旺工程(MUHIBAH,5703,主板建筑組)和依文仙台(SENDAI,5205,主板建筑組),將崛起成潛在贏家。

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2014-04-06 00:31 | Report Abuse

MIDF研究則認為,雖然PIC開跑無法令許多上市油氣公司直接受惠,主要因大多數油氣股涉審處上游領域,反而是那些涉足油氣土木工程的承包商和供應商,如戴樂集團、科恩馬集團(KNM,7164,主板工業產品組)、睦興旺工程(MUHIBAH,5703,主板建筑組)和依文仙台(SENDAI,5205,主板建筑組),將崛起成潛在贏家。

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2014-04-05 00:33 | Report Abuse

Steelheart Boleh!!!!!

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2014-04-05 00:33 | Report Abuse

Steelheart Boleh!!!!!!!

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2014-04-04 17:17 | Report Abuse

Next week TP 40Cents

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2014-04-04 11:45 | Report Abuse

Jetson finding some share holder in and bring project in, offer price is 0.90. rumours, trust your self!

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2014-04-04 11:42 | Report Abuse

how much project can get from RAPID?

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2014-04-03 22:32 | Report Abuse

Steelheart Boleh!!!!!!!!!!

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2014-04-03 18:52 | Report Abuse

Haha, Mtronic buy again 4.5 Million share.

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2014-04-03 17:39 | Report Abuse

100 year old ?

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2014-04-03 15:52 | Report Abuse

Buy more, good time to collect

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2014-04-03 14:25 | Report Abuse

Steelheart boleh!!!!!!!

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2014-04-03 14:24 | Report Abuse

Steelheart boleh!!!!!!!!!!!

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2014-04-03 12:00 | Report Abuse

I day show = today huge volume and tomorrow back to low volume right?

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2014-04-03 11:27 | Report Abuse

Don't worry, 26 cents is con scare people, soon later will fly yo 33cents.

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2014-04-03 10:06 | Report Abuse

Instacom wa higher is 0.115

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2014-04-03 09:53 | Report Abuse

Can I know what mean is trade 20 sen?

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2014-04-03 09:10 | Report Abuse

Sslim, if share price drop to 20cent u may say let drop to 15 cent.

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2014-04-02 23:55 | Report Abuse

steeelheart, why u post iris, sumatec, asiapac, inari ,instacom all boleh!!!!!

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2014-04-02 19:29 | Report Abuse

Now inari capita is 1,397 Million id bigger then Gtronic 1,018 Million

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2014-04-02 18:56 | Report Abuse

steelheart, how much u bought in instacom?

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2014-04-02 18:54 | Report Abuse

SLTS may be already bought in this morning.

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2014-04-02 16:50 | Report Abuse

Buy back 2.78.

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2014-04-02 15:55 | Report Abuse

A bit regret yesterday sold at 2.62, now buy back!

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2014-04-02 15:55 | Report Abuse

Wednesday, 2 April 2014 

Even though KLCI declines by almost 1% since the start of 2014, most small & mid caps stocks gain handsomely.
 
That's why personally I don't like blue chips stocks especially during bull market, unless it has great potential of growth.
 
 
INARI
 
YearToDate, Inari has appreciated about 65%, though it is still way behind the crazy Dsonic which has already gained 120% YTD.
 
The recent rally in Inari's share price might be due to its pending transfer to main board and bonus issue rumour. 
 
Though there is still no update regarding the main board transfer which was expected in the first quarter, it does not worry me as it is just a matter of time.
 
Today, HLIB has come out with its analyst report giving Inari a target price of RM3.09. The report provides lots of good info regarding Inari's prospect.
 
As a layman I only know that smartphones and tablets will only become more and more popular. You can even see students, golden age folks and people in lower income groups playing with their smartphones now. 
 
With growing popularity in social network stuff like facebook, twitter, whatsapp etc, smartphones & tablets seem to be a must-have for most people.
 
Soon those less developed countries might see a boom in smartphones sales.
 
Samsung has just launched Galaxy S5, and Apple is expected to launch its iPhone 6 in Sep/Oct this year. It is a new model every year.
 
Inari will certainly benefit from this trend with its link to Avago which is the global leader in wireless technology, a must have feature in smartphones & tablets.
 
 

     
         Actual smartphones shipment in 2013 is more than 1 billion.

 
GTRONIC
 
Besides Inari, Globetronics is another company that should benefit from this similar trend.
 
That's why I'm still keeping some Gtronic shares even though I'm only expecting so-so financial results in the first half of 2014, and it is currently trading way above my own target price.
 
Gtronic's share price has made a big leap for the past 2 days and broke out from its resistance. I'm not sure why but it is a positive sign. 
 
Its sensors and LED products are definitely at the top of market trend so I think it should have a bright mid term future.
 
I hope it can make some good acquisition in the near future besides growing organically.
 
 
TROP
 
Recently Tropicana is like "salted fish turns alive" where its share price recovers well from its previous 8-months-long downtrend.
 
Its recent surge in share price might be related to CIMB's report that gives Tropicana a fair value of RM3.07-3.58 base on 30-40% discount on its fully diluted RNAV which stands at RM5.11.
 
Besides, at RM1.60, it is trading at a discount from its NTA of RM2.32 and a historical PE of only around 4x. Its GDV/market cap ratio of 41x is also much higher than all other established property developers in the country.
 
Personally I have confidence in Tropicana's re-branding exercise and its working direction towards a successful big cap property developer. I'll just keep my current investment in Tropicana and see what happen in the next 1-2 years.
 
 
TAMBUN
 
Tambun Indah's share price touches RM2 today. It has gained nearly 40% for the last 2 months.
 
In my view, I think Tambun's earning can still continue its uptrend momentum. Its Pearl City projects are running fast and smoothly, while recent new launches also achieve encouraging sales.
 
Its Straits Garden condominium with an estimated GDV of RM238mil launched 1.5 years ago, should have a big portion of its unbilled sales billed from the 2nd half of year 2014.
 
Tambun should be able to surpass its FY13 financial performance with ease in FY14. After that, it remains to be seen.

 
http://bursadummy.blogspot.com/2014/04/updates-inari-gtronic-trop-tambun.html

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2014-04-02 14:50 | Report Abuse

Sffn90, who is SM?

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2014-04-02 13:07 | Report Abuse

Highlights

Share price continued to gain bullishly accompanied by financial results which consistently exceed expectations thanks to effective management executions coupled with favorable semiconductor outlook. We continue to like this firm and believe that there is more room to grow.

RF business is poised to propel further due to:

1. Positive semiconductor outlook (~5-10% growth).

2. Smart communication devices remains as the main application growth driver for the overall industry.

3. Higher demand for Avago’s RF ICs.

4. Asset-light adoption by global players.

Although Amertron’s products are relatively more mature relative to RF ICs, OIDA believes that this segment’s steady growth will be supported on the back of strong demand creating a potential market size of ~USD1.2tr by 2017.

Acquisition of Amertron is synergistic and complementary, as proven by past two quarters’ results where Inari’s top and bottom line saw major improvements. Besides, this also allows Inari to have access to expertise in fibre optics which is crucial for its ISK’s development.

By leveraging on Agilent well-established T&M market and its role as electronics and electrical industry lead partner for ETP, CEEDTec is expected to grow rapidly with exposure to international market.

ISK’s contributions is expected to rise thanks to:

1. Insatiable demand for data as user usage behavior migrates from voice coupled with introduction of more online services.

2. Copper transition to fibre as the latter offers high bandwidth allowing huge data to be carried more efficiently.

Catalysts

Wireless communications / mobility / IoT (M2M) / LTE
Business diversifications into optoelectronics and T&M
Favorable FOREX
Continuous effective operational strategy.
Risks

Single major client risk (Avago) / high dependency
FOREX risks
Patent disputes
Resources / labour shortage.
Rating

BUY, TP: RM3.09

Positives - Synergy from acquisition, 40% dividend payout at reasonable yield, listing transfer to Bursa Main Board.

Negatives – innovation stalemate in telecommunication.

Valuation

We value the stock with a fair value of RM3.09 based on 15.1x CY15 P/E multiple, average P/E multiple of its Malaysian and US-based peers (see Figure #13).

Source: Hong Leong Investment Bank Research - 2 Apr 2014

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2014-04-01 18:01 | Report Abuse

What do u mean oil gas?

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2014-04-01 13:32 | Report Abuse

Today Mr.Ngu dispose share again?

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2014-04-01 12:26 | Report Abuse

Targets price always discount 20%, after discount around 2.65. Reached target already.

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2014-04-01 12:25 | Report Abuse

Looicheekheong, 77% is really good profit within 1 month. Congratulations!

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2014-04-01 11:24 | Report Abuse

looicheekheng, how many % u earn in stock?

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2014-04-01 11:11 | Report Abuse

If mr.ngu sell again how? Your all will follow?

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2014-04-01 10:42 | Report Abuse

yistock, run fast, good world.

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2014-04-01 10:35 | Report Abuse

No, is earn engouh for Mtronic

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2014-04-01 09:48 | Report Abuse

Keep 6 month

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2014-04-01 09:48 | Report Abuse

Buy buy buy mode

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2014-04-01 09:47 | Report Abuse

Today will touch 0.220?

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2014-04-01 09:46 | Report Abuse

Just sold all my inari, anyway thanks a lot!