share prices of 2nd and 3rd liners are dropping like no tomorrow. It's still not cheap to collect dead chicken yet unless you want punt for short life rebound.

Looking at the bright side, we will have a golden opportunity to make money from KLSE.

potential of Fed rate hike, slowing down of China economy, Msia political instability. Let's see how far KLSE can sustain the stretch.

Profit taking through catching ikan bilis all the way down.

Prepare to collect in next target price 1.00.

If no such offer, be prepared the price to stay below 1.9. prawn is better than without fish.

Empty hope...fire fire fire in the past few years. It's still not too late to buy until the company has announced the plant physically fire. Not the schedule to fire.

SAM was goreng to sky high in such a short time. Time to face the reality.

The deal is getting more attractive to OSKP minorities now. 18% discount for selling OSKP and buy into OSK. Push it to 25% to 30% discount and OLH stands a chance to win this time.

Tengkul. Political risks creates uncertainty to an investment. We don't really know the outcome and open our imagination guessing this and that. It could be change in PM and policies, social unrest, military.....

Tengkul. Political instability has given FF a very good reason to continue exiting KLSE in large scale. It's rather different with the situation in other SEA countries

I am not sure how much FF would exit KLSE in the next few months. FF is the net sellers of RM 12.4 billion in year 2015. They liquidated the position about RM 2.5 billion to RM 3.1 billion /month for the past 3 months. In August 2015, they merely become a net sellers of RM 700 million to create a havoc in the market and cause KLCI drop to 1637. Will they dispose more in this weak sentiment market?

Net Foreign Funds INFLOW of RM 33.8 billion in KLSE from 2010 to 2013. Net Foreign funds OUTFLOW of RM 19.3 billion from 2014 until now. There are about 14.5 billion Foreign funds remain in KLSE. To counter political risks, guess what would happen to our index when they dispose 200 million in every trading day.

People don't care export stocks, high growth, cash rich..... Now, people would think what would happen to the share price of 2nd and 3rd liners when KLCI drops more than 100 points due to political instability.

We have concentrated too much in financial or EPS growth and failed to take political risks in consideration seriously.

It's still OK to ignore Fed rate hike, China stock market crashed, Greece...... but don't play fool with political instability. Investors will lose confident and market would collapse.

I thought 1MDB scandal was ended after sacking of DPM last week. Bickering is getting more intense. It seems this issue is out of control and DrM has resumed the attack. Political instability will definitely cause FF shy away from KLSE. Better reserve more cash. No kidding.

It's a very good timing to OLH. As expected he would pull down the share price and this can be done easily as the market sentiment is rather weak now.

If he is worry of being famous, he might have written to Ali personally and advised him to stop publishing his shareholding of public companies.

Cooleye must thanks Ali for his FOC promotion by giving him the opportunity to write a special article in newspaper to confirm that he is rich.

Uncle Koon is braved enough. He got the ball telling his wealth in the public.

Agreed with Commingsoon that everybody knows he is rich and more famous. He doesn't know that would cause a 'bad' consequences after publishing the article in the newspaper? or he merely capitalized this opportunity?

SP0094701. It's just a basic introduction of YOCB appeared in The Edge digital daily. They would promote more in future. YOCB remains traded at lowest PER comparing with HHgroup & Leesk.

It's the catalyst behind to drive the price higher.

This counter is benefited from the export stock theme play this year. The company may deliver higher earnings on the back of depreciation MYR.

Price shot up was partly due to The Edge started a mini promotion today.

It's much easier to deliver better profit in the first 2 quarters.

It has attracted a strong buying interest. May consider buying up.

YOCB's top and bottom line have been growing relatively stable over the past few years. PBT was stagnant for both year 2014 to 2013. PBT stopped trending downward until last quarter on the back of higher turnover. It looks YOCB would deliver a better financial results due to forex gain in coming QR.


PER: 9.2x
DY: 3.7%
Borrowing: Net cash 17 cents/share

Turnover
31 Mar 15 - 52.9m ( + 12% )
31 Dec 14 - 50.2m ( - 1% )
30 Sep 14 - 43.9m ( - 6% )
30 Jun 14 - 53.5m ( + 32% )
31 Mar 14 - 47.2m ( + 3% )
31 Dec 13 - 50.7m

Profit (EPS)
31 Mar 15 - 4.23 cents ( + 15% )
31 Dec 14 - 4.12 cents ( - 5% )
30 Sep 14 - 2.07 cents ( - 37% )
30 Jun 14 - 1.24 cents ( - 49% )
31 Mar 14 - 3.68 cents
31 Dec 13 - 4.34 cents

Turnover
2015 - 147m ( 9 mths )
2014 - 198m
2013 - 179m
2012 - 154m
2011 - 141m
2010 - 128m

Profit Before Tax (PBT)
2015 - 22.6m ( 9 mths )
2014 - 20m
2013 - 20.5m
2012 - 17.3m
2011 - 18.3m
2010 - 15.5m

Let's see how OLH cool down the wc through manipulating mother share.

It all depend on coming QR. If it can deliver EPS 3 cents, then we can goyang kaki in Bora Bora island.

I have top-up my bet. Last time, I wanted to earn coffee money. Now, I want earn a bowl of noodle.

Low volume and sellers are getting lesser. Big players sapu many shares in the past few days. Time for them to goreng.

By the time many people notice it, we are laughing all the way to the bank. wakaka

No harm to place a small bet on this counter and hope for turnaround in coming QR.

Not bad. I got a minor exposure in this counter to earn coffee money.

In average, turnover and profit have been moving upwards over the past few years. It did face a minor setback due to stagnant in revenue and erosion of profit for year 2011 & 2012. However, top and bottom line resumed growth from 2013. The growth may continue in tandem with demand of nitrile gloves.

Turnover
2014 - 603m ( +15% )
2013 - 525m ( +6% )
2012 - 497m
2011 - 499m ( +25% )
2010 - 400m ( +31% )
2009 - 305m

PBT
2014 - 29.6m ( +13% )
2013 - 26.2m ( +20% )
2012 - 21.9m ( -4% )
2011 - 22.7m ( -19% )
2010 - 28.0m ( +9% )
2009 - 25.8m

It would break 1.75 soon. TA followers are joining the crowd to make quick bucks.

Share price shot up. Go Go Go

You are an old bird. You know what to do base on your past years of practical experience. Don't make a comparison là.

The problem is how to find and stick to WB kind of stocks in long term. Not many newbies are able to control their greed and egoism once joining the stock market.

It's the excellent product of good education after many years. We love it.

Well. We need more people who think differently and believe in making easy money. That's the fun part for punting and trading.

The experience punters want more water fish to keep feeding them. Every year, there are many newbies joining the crowd.

Eventually, there's a price for chasing quick bucks to those without doing proper homework to support punting or investing.

Ironically, people would take the kind advice as a crap. They want to prove themselves they are different and stand out earning easy money without a need to go through the hard work. They normally don't think about the price paying for acquiring experience. What they focus is to make fast buck. That's why many water fish in the market.

Ckwan11d. No reversal or write back. In general, Esos for office staffs is charged to Income Statement as expense whereas production staffs and workers is treated as part of inventory costs. The company treats Esos as part of the employees remuneration by taking the difference between market price (at the time of exercise) and exercise price.

Services received under an ESOS are recognized as expenses unless they qualify for recognition as assets under another accounting standards. For example, where all employees of an entity are entitled to share options of the entity under ESOS, the services received from the administrative staff would be recognized as employee expenses under Income Statement while the services of staff at the production line would be capitalized into the cost of inventories.

Luxchem's valuation seems attractive after adjusting one off ESOS expenses for previous quarter. It seems turnover and profit remain on the rack to grow further.


PER: 9x
DY: 4.5%
Borrowing: NIL ( net cash 10 cents/share)

Turnover
30 Jun 15 - 161m ( +5% )
31 Mar 15 - 173m ( + 21% )
31 Dec 14 - 147m ( +14% )
30 Sep 14 - 159m ( + 30% )
30 Jun 14 - 153m ( +15% )
31 Mar 14 - 143m ( +1% )
31 Dec 13 - 129m

Profit (EPS)
30 Jun 15 - 3.61 cents ( + 97% )
31 Mar 15 - 3.76 cents ( + 97% ) - After adding back one off ESOS expenses 8.48m
31 Dec 14 - 2.46 cents ( + 7% )
30 Sep 14 - 2.30 cents ( +39% )
30 Jun 14 - 1.83 cents
31 Mar 14 - 1.91 cents
31 Dec 13 - 2.30 cents

I am waiting at 1.74.