Warren_Investor

Warren_Investor | Joined since 2016-10-26

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Stock

2017-02-07 22:53 | Report Abuse

Pity to AvagoInsider, spend a lot of time to write good thesis but finally no body want to entertain him and trust him...

Stock

2017-01-31 08:40 | Report Abuse

Good morning YC Ma

Stock

2017-01-20 17:05 | Report Abuse

The power of Trump...

Stock

2017-01-19 08:08 | Report Abuse

It could fly to 2.0 after CNY...

Stock

2017-01-19 07:36 | Report Abuse

Today opening 1.77...

Stock

2017-01-18 11:13 | Report Abuse

Opening still the same...

Stock

2017-01-18 08:13 | Report Abuse

Tomorrow opening price will be range at 1.76 to 1.78...

Stock

2017-01-09 18:53 | Report Abuse

Greatful, this is to prove how stupid you are!!!

Stock

2017-01-09 08:01 | Report Abuse

greatful, day or night u still dreaming!!!

Stock

2017-01-06 14:23 | Report Abuse

Don't worry la... blue chip will come first and follow by small cap stock... this year is goreng year...

Stock

2016-12-30 02:09 | Report Abuse

greatful, don't shows yourself so stupid!!!

Stock

2016-12-29 19:12 | Report Abuse

Fund managers still on holiday mode... next week come back sure will big jump...

Stock

2016-12-19 16:14 | Report Abuse

Don't worry, you will get first class flight ticket to holland...

Stock

2016-12-19 15:20 | Report Abuse

Today all flight to Holland...

Stock

2016-12-17 17:56 | Report Abuse

greatful, you are so so funny here... sold at 0.61 and buy back at 0.615 or 0.62... I think you are the joker for your remiser...
Remember this round don't sell after you buy ya... keep it for long term...

Stock

2016-12-17 00:51 | Report Abuse

Storm 2.0 mode ON going....

Stock

2016-12-16 16:09 | Report Abuse

Seem like no resistant at all... good jobs...

Stock

2016-12-16 09:49 | Report Abuse

Thank you greatful...
first resistant break... heading to another resistant...

Stock

2016-12-16 09:25 | Report Abuse

Greatful, pls ensue you sell at 0.615...

Stock

2016-12-16 07:59 | Report Abuse

Greatful, u got hold PESONA kah? Unbelievable!!!! Better you sell early so that it can goes sky high... make sure u sell today ya... don't make the boat wreck...

Stock

2016-12-16 00:53 | Report Abuse

The game just started...

Stock

2016-12-15 08:09 | Report Abuse

EPF disposed to cash out to pay members dividend... will collect back after dividend....

Stock

2016-12-12 10:28 | Report Abuse

If everybody don't sell and just keep, for sure 0.615 can be easily break... and climb to sky high is not a problem...

Stock

2016-12-10 07:14 | Report Abuse

Accumulating mode...

Stock

2016-12-09 20:24 | Report Abuse

greatful, I bed u can't success in your life as u don't have balls...

Stock

2016-12-09 11:38 | Report Abuse

Fasten your seat belt and enjoys the ride...

Stock

2016-12-09 11:14 | Report Abuse

Today stand above resistant 0.60

Stock

2016-12-09 01:38 | Report Abuse

Stay tune... PESONA storm 2.0 is coming soon...

Stock

2016-12-08 12:39 | Report Abuse

Another Jay come back??? Honestly speaking, I don't like Jay!!!

Stock

2016-12-08 10:38 | Report Abuse

Don't worry, it is back!

Stock

2016-12-08 07:36 | Report Abuse

◆券商:馬銀行投銀
◆目標價:4.10令吉

在科技基礎設施積極發展之際,益納利美昌(INARI,0166,主要板科技)與博通公司(Broadcom)的合作伙伴關系具有長期的可見性,因為后者的成長是建立于科技基礎設施高速發展的基礎上,如更快捷的移動網絡(cellular networks)、數据中心、雲計算,UHD趨勢和工業4.0。


此前,博通公司收購了存儲芯片制造商LSI公司、CyOptics公司和網通設備廠商博科(Brocade Communications)。

維持買進評級

通過一系列收購活動,博通公司持續將業務滲透到光纖領域,並增強了其在這一領域的市場領導地位。

此后,任何進一步外包給供應商的項目,都將在規模和盈利能力方面與益納利美昌互惠互利。

同時,市場對于益納利美昌旗下主要產品如無線電頻率(RF)、光纖和紅外組件等的需求不俗,因此我們相信該公司正走在成長的道路上。

另外,益納利美昌的光纖和虹膜識別發光二極管(LED)業務或進一步提高我們目前對于該公司19%的3年淨利年複成長率(CAGR)預測,同時在美元走強中受惠,所以我們維持其“買進”評級。

益納利美昌週三(7日)休市報3.31令吉;閉市則平盤掛3.30令吉,交投401萬3400股。

Stock

2016-12-06 07:41 | Report Abuse

AFTER finding a shelter at the 4½-year low of 16 sen on July 4, SMRT Holdings see-sawed within a narrow range in an attempt to build a base for recovery. Technically, the stochastic and the 14-day relative strength index are on the uptrend. Combined with the latest buy signal on the moving average convergence/divergence histogram, they suggest a steadier trend ahead. To the upside, prices are anticipated to encounter significant resistance at the 23.5-sen barrier. A decisive breakout of this level, followed by a successful pentration of the upper 26-sen hurdle will see the fate of this counter turning brighter. The recent ebb of 16 sen will now act as an important floor.

Stock

2016-12-05 22:27 | Report Abuse

This greatful really 'boh hut'

Stock

2016-12-05 22:11 | Report Abuse

Jay just a small ikan bilis, pls ignore him...

Stock

2016-12-05 10:35 | Report Abuse

KUALA LUMPUR (Dec 5): Hong Leong IB Research has initiated coverage on Pesona Metro Holdings Bhd with a “Buy” rating and target price of 81 sen and said Pesona Metro’s record orderbook of RM2.3 billion implied superior cover ratio of 9.6x, the second highest within its sector coverage.

In a note today, the research house said existing jobs are either government related or from listed developers in Singapore, Malaysia and Thailand.

It said acquisition to provide concession exposure to the UNIMAP hostel, earnings accretive from day 1.

“Implementation of SKIP to boost orderbook by 29%, recurring income stream once completed.
“New share issuance at 70 sen for acquisition should set a new minimum benchmark valuation.
“Initiate with Buy, TP: 81 sen (48% upside). Offers superior 3-year earnings CAGR of 61%,” it said.

Stock

2016-11-30 12:16 | Report Abuse

Don't angry la bro, the one that should angry is the one sold at 0.50...

Stock

2016-11-30 10:54 | Report Abuse

Finally touch bottom and now rebound... very good!!!

Stock

2016-11-30 00:49 | Report Abuse

Business Background
1)Construction: worked on various infrastructure, buildings and public amenities contracts.

2)Manufacturing arm: produces Polyurethane architectural products ie. Cornices,
Chair Rails, Ceiling Rose etc. They also produce modular partition panels commonly known as PM2 panel which is an IBS certified product.

Record High Outstanding Order Book
Securing RM2.3B worth of construction jobs YTD. (include RM488m for the construction of Central Plaza I-City Mall in Shah Alam secured lately) which comfortably provides strong earnings visibility to the group for the next 3-years.

Recurring Income Stream
Development & maintenance of student hostels in Universiti Malaysia Perlis (UNIMAP) through the acquisition of SEP Resources S/B for RM29.2m in 2 tranches by acquiring 70% of SEP in the 1st tranche by FY16 while the remaining 30% would be completed by FY17 should they be able to get approval for the waiver on the Bumiputera ownership requirements. The concession is expected to generate average yearly PAT of RM10.0m for the next 20 years (FY17 onwards).

Earnings Estimate
1)Orderbook RM2.3B / 3years =Revenue RM766M per year
2)Revenue RM766M x 5% profit margin =PAT RM38.3M
3)PAT RM38.3M+RM10M (UNIMAP) =PAT RM48.3M
4)PAT RM48.3M / no of share 653,995,000 =EPS RM0.074
5)EPS RM0.074 x PE10 =Target Price RM0.74!

Other Potential Contract
1)A highway concession (30% stake) which believe the award is worth RM2.0B
2)another student hostel concession (90% stake) which believe earnings contribution double that of UNIMAP’s average PAT of RM10m – equivalent to RM20m PAT/annum

Earnings Estimation
1)RM2B x 30%=Revenue RM600M
2)RM600M /3years =Revenue RM200M per year
3)Revenue RM200M x 5% profit margin =PAT RM10M
4)PAT RM10M +RM20M(new hostel contract) +RM48.3M(existing contract) = PAT RM78.3M
5)PAT RM78.3M / 653995000 = EPS RM0.1197
6)EPS RM0.1197 x PE10 times =RM1.19!

Techincal Analysis
Support RM0.50 follow by RM0.475
Resistance RM0.60


For those who has higher risk can go for peosna-wc which the exercise price is RM0.25 and maturity date 27/1/2020. With pesona tp of RM0.74, the warrant is worth RM0.49 and with pesona tp of RM1.19, the warrant is worth RM0.94

Stock

2016-11-29 11:21 | Report Abuse

Gone... downtrend!!! Who bought at 0.61?

Stock

2016-11-29 00:31 | Report Abuse

Go back to 0.60 and then straight to 0.70

Stock

2016-11-28 15:02 | Report Abuse

I miss the boat to sapu from bottom again!!!

Stock

2016-11-28 14:58 | Report Abuse

No worries, today closing green!!!

Stock

2016-11-28 11:09 | Report Abuse

Yup, downtrend now!!!! Should sell quickly else will drop back to 0.30 within one month...

Stock

2016-11-26 15:00 | Report Abuse

Why everybody waste time to talk with this guy so call JAY?
He failed to bought last few weeks ago, that's why talk nonsense now!!! Hahaha...

Stock

2016-11-25 02:05 | Report Abuse

Tomorrow rebound!!!

Stock

2016-11-23 10:15 | Report Abuse

The power of bonus issue...

Stock

2016-11-23 09:33 | Report Abuse

3.50 is not an issue...

Stock

2016-11-23 09:32 | Report Abuse

Is very big good news to be announce!!! Big jump later on... stay tune...

Stock

2016-11-21 22:57 | Report Abuse

This week closing at 0.70...