Icon8888. It's very likely they would dish out a write-up after announcing another good QR. Harbour is a good example in the rally recently. Many funds companies started including Harbour in their portfolio in year 2014 during the growth stage.

LTH disposal would enhance liquidity. LTH was the only funds company invested in YSH according to the AR 2014. The improvement in top and bottom line may attract some interest from funds management companies. I believe that some growth funds involved in the rally recently.

Weak market sentiments offer an opportunity to top up. YSP's Vietnam operation has plenty of capacity to facilitate future growth. We would see top and bottom line to improve further in coming months.

I hope LTH would keep firing until no more bullets.

YSPSAH is still considered relatively low price in the industry with PER of 13x.

Here are the PER of pharmaceutical companies:

Ahealth - 14x
Biohdg - 17x
Caring - 20x
CCMdbio - 14x
Hovid - 24x
Kotra - 39x
Pharma - 18x

Why LTH doesn't dump the shares anymore? I want to top up more at cheap price.

The research report would probably come out after YSP has announced good 2qtr results. By that time, the share is unlikely traded at cheap anymore. I prefer to accumulate slowly now despite facing higher risks.

Prices remain in a consolidation mood. I'm waiting below 2.00 too.

bukithot. Good one. Turnover has been increasing even without contribution from Indon plant.

Icon8888. The growth story is quite reliable since revenue has been increasing for the past few years. It had never achieved turnover of 60m except last quarter. Apparently, additional contribution is derived from new facility in Indonesia.

Here's the comments extracted from AR 2013 "

For our operations abroad, the new manufacturing plant
in Lippo Cikarang, Jawa Barat, Indonesia is on schedule to
commence operation to produce oral solid dosage products
and cream and suppository products in the new financial
year. Approval of the HVAC (heating, ventilation, and air
conditioning) System has been received from Indonesia’s
Food and Drugs Monitoring Agency (BPOM). Interior
renovation work in the production area is in progress and
is expected to be completed by mid-2014.

Securities frims are busy accumulating the shares. They dare not dish out a research report for YSPSAH. It's good to see LTH keep reducing its stakes. Time to collect more.

Squeeze the price to 2.00 please...

Price has been all the way up like nobody business from 1.7 since one month ago. It's still traded at lowest multiple PER of 9.3x in logistic sector.

Better stay at this price level for consolidation. I'm not ready to shift more funds to top up now.

Need to see what would happen to its profitability in the coming QR.

Solution... Tortoise moving.

Solution has probably entering the high growth period since 2 quarters. Turnover achieved is more than double comparing with last year. At this price, Solution is only traded at PER 14x. Quite a good deal against other education related stocks .

PER of other education related counters:
- Eduspec 50X
- Sasbadi 20x
- SEG 35x
- SMRT 17x


PER: 14x
DY: 3%
Borrowing: Nil ( Net cash 8 cents/ share)

Turnover
31 Mar 15 - 9.0m ( + 125% )
31 Dec 14 - 16.0m ( + 240% )
30 Sep 14 - 8.1m ( + 119% )
30 Jun 14 - 7.7m ( + 235% )
31 Mar 14 - 4.0m (+ 100% )
31 Dec 13 - 4.7m

Profit (EPS)
31 Mar 15 - 0.60 cents ( + 66% )
31 Dec 14 - 0.79 cents ( + 19% )
30 Sep 14 - 0.36 cents
30 Jun 14 - 0.56 cents
31 Mar 14 - 0.23 cents
31 Dec 13 - 0.36 cents

It's a very healthy moving upward by taking a break in between. No need to be too exciting.

Solution is moving like a snail. I like it so long as trending upward.

Why you promote so hard? I prefer the price keep rising at a slower pace. Anyway, it would catch up with its peers soon.

Majority are trained to listen to expert views. They refuse to understand those experts can twist the facts especially in the financial world.

LTH was the only institutional investor as shown in AR 2014. The remaining held by LTH stands at 7.8 million shares after the disposal recently. It's a small value for syndicates or other institutional investors to absorb the shares even though LTH intends to sell it all.

Promotional activities has not been carried out by the medias. I hardly read any recommendation or buy call from the securities firm. Wait them to do the job la. hahaha

Tasco seems to have stablized after achieving impressive growth in the past 2 years. Turnover has been trending downward in last 2 quarters. Now, it's the Harbour who take over the limelight.

There is more room for Harbour to grow further. Currently, the share trades at PER 7.8x only. Almost all logistic companies are traded above PER 10x. ie

PER
Century - 14x
Complet - 11x
Freight - 11x
POS - 19x
Tasco -13x

YSP has continuously delivered good results in the past 2 quarters. This trend is expected to continue given its new facilities contribution started kick-in last year.

Turnover
31 Mar 15 - 59.3m ( + 15% )
31 Dec 14 - 54.9m ( + 13% )
30 Sep 14 - 49.8m ( + 7% )
30 Jun 14 - 46.1m
31 Mar 14 - 51.4m
31 Dec 13 - 48.8m

Profit (EPS)
31 Mar 15 - 6.98 cents ( + 70% )
31 Dec 14 - 5.27 cents ( + 72% )
30 Sep 14 - 2.30 cents ( -27% )
30 Jun 14 - 0.72 cents
31 Mar 14 - 4.10 cents
31 Dec 13 - 3.06 cents

It seems that consolidation is going to end soon and preparing to advance further.

Joel. You will be surprised to know that receipts from customers from progress payment for building of houses have not been recognized profit by offset against Property Development cost until now. This amount is parked in the B/S as " Amount due to customers for contract works " 73 million. It implies that take-up rate for houses is rather high. Harbour would take in the profit in coming quarters.

Please sell until below 2 as I want to collect more.

bullrun18. Asiapac Turnover of property development division slumped by 28% and suffered a loss of 3.5 million as compare to profit 12 million in last year. I thought its property development profit supposed to reduce to lower level rather than back to the red. This time is really out of my expectation.

As for the revaluation of Imago Mall, it would apparently trim down Asiapac's gearing level from 45% to 36%. Creative!

Accounting trick for boosting profit or fooling investors. kikiki

Profit increased by more than 100%. Property development division contribution has not been fully reflected in QR. Currently, It's traded at PER 7.7x. sapu.

I'm waiting at 21 as it's not likely to deliver good profit surpassing 18m achieved in last year.

If I'm not mistaken, QR will be announced this afternoon.

It seems that new factories started contributing since 3rd Qtr 2014. There will be a strong growth in the next 2 qtrs.

Revenue grow by 7%, 13% and 15% for the immediate last 3 quarters. Growth is expected to continue for next few quarter. It will attract a lot of attention from investors who are looking for a growth company.

Profit growth in tandem with revenue over the last 3 quarters. It's still traded at lowest PER 14x in pharmaceutical manufacturing sector. Both Biohldg & Hovid are traded at PER 20x.

Harbour resumes uptrend. It will announce QR soon.

locked profit. I will wait for the coming quarterly results before buying back again.

Correction is over. Time to start flying given its bright prospects of logistic and property sector in Sarawak.

Businesses are valued at only PER of 5-6x compared to the industry average PER of 15x " after stripping out its net cash holdings of RM80m." What a marketing gimmick applied in a stock valuation to twist and turn the PER method. How do we value FACBIND? It cash in bank stands at RM 1.76/share whereas share price is traded at RM 1.15.

Calvin.

We can't discount possibility that today naysayers could be the future supporters of BJCorp when the price all the way up. People may change their mind entirely from negative to positive due whatever reason that fit into their criteria. By that time, the share price no more below 50 cents. Traders and punters would join the crowd for short term money. I'm here sitting tight riding the roller coaster all the way up. Kikiki

Let those naysayers continue their negative comments. Anyway, It doesn't affect us to make money from what they call it BJ Con. kikiki

Harbour focused in developing building for industrial segment. It has launched 2 phases and received favorable response.

I feel comfortable of watching the price goes up slowly. Not in hurry to consider when to take profit.

Low PER, low gearing couple with catalyst of start recognising profit from its property development projects in Bintulu few months later. Yummy.

Imago mall looks good. I'm ready to collect cheaper.

Both MUFG & EPF are taking turn to reduce their stakes of this chinaman company. No sign of reversing signal yet.

If chrischan talk cock can also influence our buy and sell decision, then we better keep our money in the bank to guarantee safe in capital. kikiki