Hi Mr Tan,
My picks for 2024:-
30% KKB
20% affin
30% MIKROMB
10% TAS
10% RESINTC

thanks.
Wish all wealth :>

Hi Mr Tan, Below is my stockpick for YE 2023
P.A. RESOURCES BERHAD 30%
MASTER-PACK GROUP BERHAD 30%
YBS INTERNATIONAL BERHAD 20%
SCIENTEX BERHAD 10%
PANTECH GROUP HOLDINGS BERHAD 10%
Thanks

Hi Mr Tan, Below is my stockpick for YE 2023
P.A. RESOURCES BERHAD 30%
MASTER-PACK GROUP BERHAD 30%
YBS INTERNATIONAL BERHAD 30%
PANTECH GROUP HOLDINGS BERHAD 10%
Thanks

cyclical stock

https://busyweekly.pressreader.com/article/281758452477597

thanks for d update

Hi,
1) SOP 30%
2) ELKDESA 30%
3) VIS 30%
4) OCNCASH 5%
5) UZMA 5%
Thanks

thanks for d update info on AGM

https://www.themoscowtimes.com/2019/06/13/trump-considers-sanctions-european-firms-over-russias-nord-stream-2-natgas-pipeline-a65978

Hi Mr Tan,
Below is my stock pick for year 2019,

1) SLP-20%
2) KPJ-20%
3) RHBBANK-25%
4) EMETALL-5%
5) ELKDESA-10%
6) AHB-5%
7) MCEHLDG-15%

Thanks for organizing this meaningful event :>

ahbi

Bad news for SCGM

'Moving forward, SCGM expects to record flattish yoy results in FY19. This is due to the impact of the transition from its old plants to its new plant. Despite an expected increase in sales as the group ramps up new capacity from its new plant, SCGM said that higher depreciation charges and an increase in interest expenses would weigh on its earnings. However, SCGM said it expects earnings to grow significantly from FY20 onwards, as the group hits optimum utilisation rates for the new plant. Also, net margin is expected to hover at around 5-9% in FY19 before improving to 8-10% in FY20, according to management'.

CIMB Sector Note on July 6, 2018.

[转贴]阿笔谈股系列19- 浅谈Muda: 把垃圾变黄金
https://klse.i3investor.com/blogs/ahbi/141206.jsp

最近纸张价格上涨，但涨幅仍然可以接受.
https://fred.stlouisfed.org/series/WPU0911

Seagate Product 的帮助

Coupled with recent gain in popularity for Helium-filled drives, Dufu Group expects the demand for its products to remain resilient, as the current HDD are generally packed with more disc media to increase its storage capacity especially for Enterprise capacity storage products.
AR 2016 DUFU page 17.

阿笔曾经分享过:"据一些旧资料显视，Seagate是DUFU的主要客户。所以，Seagate HDD 的销售会对DUFU的业绩有直接关系".

被人忽略的投资组合:VALUECAP, New position: Selangor Properties Berhad
http://investips.my/?q=shareholders/valuecap-sdn-bhd
Annual Report 2016 Public Bank, page 258
"The government’s announcement of a RM20 billion infusion into the market at the start of the fourth quarter to buy undervalued stocks through ValueCAP shifted sentiment toward the positive again, with the FBM KLCI rising 5.9% in just two weeks. "

注:阿笔个人持有该公司股份

阿笔对Tekseng solar cell未来的看法

最近，阿笔阅读美国上市公司(从事solar cell)年报。这间公司市值大约RM15,000M( 71倍的Tekseng 市值RM205M) 该年报有提到solar cell市场是非常竞争激烈！

We face intense competition for sales of solar modules, which has resulted in and may continue to result in reduced margins and loss of market share. [可能继续导致利润率下降和市场份额的损失。]


Certain competitors may have direct or indirect access to sovereign capital, which could enable such competitors to operate at minimal or negative operating margins for sustained periods of time. [某些竞争者可以直接或间接获得sovereign capital，这可以使这些竞争者在最小或负的运营利润长期持续运营]


Among PV module and cell manufacturers, the principal methods of competition include sales price per watt, conversion efficiency, energy yield, reliability, warranty terms, and customer payment terms. [竞争包括每瓦销售价格，转换效率，能量产出，可靠性，保修条款和客户付款条件。]


If competitors reduce module pricing to levels near or below their manufacturing costs, or are able to operate at minimal or negative operating margins for sustained periods of time, our results of operations could be adversely affected. [如果竞争对手将定价降低到接近或低于其制造成本的水平，或者能够在持续时间内以最小或负运行利润运行，我们的运营结果可能受到不利影响。]


At December 31, 2015, the global PV industry consisted of more than 150manufacturers of solar modules and cells. In the aggregate, these manufacturers have, relative to global demand, significant installed production capacity and the ability for additional capacity expansion. We believe the solar industry may from time to time experience periods of structural imbalance between supply and demand (i.e., where production capacity exceeds global demand), and that such periods will put pressure on pricing, which could adversely affect our results of operations.[ 生产能力超过全球需求]

更正:MBSB impairment programme 将于2017年12月完成，如第3季Qtr 2016分析师简报会上所述。
http://mbsb.listedcompany.com/misc/slide24112016.pdf

Q3 2016 季报, 太阳能的业务数据不理想. 太阳能产量有增加，但太阳能solar cell价钱一直下降, 从七月USD $1.50 下降到现在 USD $1.10!!! http://www.thestar.com.my/business/business-news/2016/11/28/tek-seng-expects-net-profit-and-revenue-to-improve/ 至于，太阳能solar cell价钱会上升吗？可以阅读阿笔对Dufu的看法。 过去Semiconductor价钱都是越来越便宜。 http://www.jcmit.com/mem2015.htm

please visit facebook Investips.my

Hi Teacoffce, currently i have no idea about L&G.

refer to Q2 2016,pg 8,
Financing: 1113(6m 2016), 990 (6m 2015)

Refer to annual report 2015-2011.
Income derived from investment of general investment deposits and Islamic capital fund( FINANCING): FY2015, RM 2,021M (AR 2015, pg 202); FY 2014, 1836M(AR 2015, pg 202); FY2013, 1931M (AR2014, pg 227); FY2012, 1372 (AR 2013, pg 228); FY 2011, 749M (AR 2011, 185 pg); FY 2010, 374M (AR 2010, 185pg)

Jay , thanks for your valuable information

Q1 2017 季报数据不理想，因为产品利润低（降低产品销售价格）。但，值得注意的是单单在3个月里（6月到9月之间），就花了RM15.8M 购置物业，厂房及设备（purchase of property, plant and equipment）！相比2016财政年度只花了RM11.6M而已。

这笔RM15.8M,大多数可能是用来提升Surabaya, Indonesia（PT Nylex Indonesia）厂房的生产.