asamlaksa

asamlaksa | Joined since 2013-11-13

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General

2014-02-13 18:19 | Report Abuse

Well done Chinesetea. Don't forget to share uncleT recommendation here after you bought ya. Nowadays not easy to find potentially explosive share. Hehe. Most of us here shared almost similar chunks of shares hopefully can prosper altogether.

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2014-02-13 15:27 | Report Abuse

林俊松, small time investor like us should buy and keep for at least 6 months if not a year. Patience itself is a rewarding process.

Don't expect buy today and gain 10% within a week or a month.

General

2014-02-13 13:44 | Report Abuse

Chrollo & invest1818 bro, you all speculated too much la! Investors don't speculate, you all violated the rule, LOL. Don't think Chinesetea is unclez, tea bro is younger than unclez. Invest bro FYI uncleZ is our sifu at Datasonic. He is a very influential investor, very experienced and patient. Probably the first person to discover Datasonic as a gem. Personally I am one of his follower.

Catch his previous postings at:
http://klse.i3investor.com/servlets/cube/post/unclez.jsp

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2014-02-13 11:30 | Report Abuse

Date Open Target (Upside) Price Call Source
23/12/2013 2.00 2.58 +0.58 (29.00%) BUY RHB
02/12/2013 9.47 11.82 +2.35 (24.82%) BUY RHB
20/11/2013 8.60 11.56 +2.96 (34.42%) BUY RHB
12/11/2013 6.49 10.51 +4.02 (61.94%) BUY RHB

Target Price by RHB being achieved 4 times consequtively, guess they will be publishing new Buy Call and target Price right after the latest Q Report.

General

2014-02-12 22:03 | Report Abuse

Thanks for the update Chrollo. Very valueble input from our value sifu, unclez. Invest patiently and have faith with your choices. Aim for long term, it pays.

By the way Chrollo have you come across << Behavioural Investing: A Practitioners Guide to Applying Behavioural Finance ??>> Maybe it's good for you. Invest with EQ :)

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2014-02-12 21:58 | Report Abuse

Pavillion's contribution in Datasonic is unparalled indeed. Keep on pumping confidence and faith with fellow investors. Great job Pavillion !!

By the way link below is the post from unclez the great investor. He did mention about Datasonic. Take a look & learn how to gain 83% with value investing :)

http://unclezmalaysia.blogspot.co.uk/2014/02/83-gains.html

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2014-02-12 17:04 | Report Abuse

Good one Pavillion :)

General

2014-02-12 16:30 | Report Abuse

Chrollo Bro: Always believe in your choice, you are the one who decide & be responsible with your choice. Our picks might be performing well so far. Study how these counters can achieve that. You are still young and capital gain should not be your priority. You are to learn the process of investing, a very big subject. Spend one year to study. I'm sure next year you will be better.

If you lost faith in Sumatec during this one year period, you might consider to diversify. But then after diversify Suma might fly to 90 cents. Anything can happens. In investment you must be decisive and your learning path is still long way to go, bro. :)

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2014-02-12 16:23 | Report Abuse

tewnama, nampaknya Unclez punya OCK dah start gerak. Petanda baik ??

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2014-02-12 13:45 | Report Abuse

Keep calm and pick some at discounted price.

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2014-02-12 11:20 | Report Abuse

Slow but Steady :)

General

2014-02-11 17:05 | Report Abuse

Market closed.

Matrix up 21 cents to RM3.78
Datasonic up 14 cents to RM2.61
MKH up 12 cents to RM3.80

* Very encouraging performances today. Good one brothers.

Wow, invest1818 bro. How possible is that?? I remembered you keep on mentioning Datasonic is an high debt coil don't you ??

M&M's: MKH and Matrix is the new darling in property stocks. They're set to prosper :)

General

2014-02-11 16:40 | Report Abuse

Guys I have just taken my position into Khind & Latitud before their results being released end of this month.

Hope they can still do well even their fundamental are not as strong as Dsonic, Ecoworld, Matrix & MKH that most of us owned. :)

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2014-02-11 16:35 | Report Abuse

Tak beli hari ini esok dia naik lagi. Masa itu lagi mau hentam hati. :)

General

2014-02-11 16:33 | Report Abuse

invest1818: I have yet to do research on Vitrox. Too many counters to focus on. Anyway I think chinesetea bro understand Vitrox more than I do. This is the piece of news about Vitrox. Will be very powerful if M&A successful.

http://www.thestar.com.my/Business/Business-News/2014/02/10/Vitrox-on-acquisition-trail-Company-in-talks-to-buy-technology-firm/

Do you have any interest in Datasonic as well ??

General

2014-02-11 16:29 | Report Abuse

Tommylim: Good one, congratulations. IF MFCB manage to gain another 10 cents tomorrow I'm pretty sure it's a bull. Nice pick :)

This year will be the year to list Malakoff & 1MDB. Listing of both counters will make MFCB prosper as well. If both counters prosper I'm sure MFCB will be prospered as well.

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2014-02-11 16:22 | Report Abuse

Smart investors will buy at current price, average investors will buy only after LTH announced superb Q results end of this month :)

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2014-02-11 10:03 | Report Abuse

ccdev:

How possible can you remember all of us here that bought long long time ago before split ?? Exactly. Datasonic is a very solid counter, never drop below RM2 after split. Now make sure everyone of us hold for long term.

pavillion:

Pav bro, our celebration time become nearer ??

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2014-02-11 09:55 | Report Abuse

Buying signal for Matrix. Take your position before too late :)

General

2014-02-10 23:07 | Report Abuse

Haha,chrollo. Better prepare some surprises for her. Girls need to be pampered. Wahaha.

Anyway luckily none of us being over diversified. Oh ya vitrox very strong. Mkh, pestech, vitrox and latitud will break their all time high again and again. Make sure you will amazed all uncles here with 300% gain in your sumatec. Hehe.

General

2014-02-10 17:34 | Report Abuse

How are you there Chrollo ?? Busy preparing Valentine's Day present for GF after CNY ?? :)

Yes today is a very bullish day indeed.

Latitud up RM0.26 to RM2.44
MKH up RM0.19 to RM3.68
Dsonic up RM0.18 to RM2.47

6.5% as too many counters involved too diversified. Anyway some individual stocks like Ecoworld, MKH, Dsonic, Pestech really performing very well to date.

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2014-02-10 16:45 | Report Abuse

Biasalah tewnama bro. Bila saham shoot up barulah tanya "can buy?", macam Dsonic. Dsonic kat RM2.10 offer price semua takut. Sekarang RM2.48 baru nak start kejar-kejar. Inilah retail investors.

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2014-02-10 16:23 | Report Abuse

Clever investor will buy now at RM3, ordinary investor will buy at RM3.50 after they announce excellent results.

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2014-02-10 15:41 | Report Abuse

Previous all-time high of RM2.41 broken today. Hold tight for bigger rewards. As I mentioned previously Feb is the month for Datasonic.

General

2014-02-10 09:53 | Report Abuse

Tommylim:

Since you are holding a huge sum of capital I will advise you to read some fundamental or technical books & attend investment seminars to optimize your profits. Listening to forum alone / recommendations from remisiers poses risks on your capital. I see you are very bullish with Asiapac. That's good. But for me AirAsia is very risky.

Siva68:

You can try to fix (limit) your return but no one can predict an accurate return for a particular period. Switching here and there is a waste of capital, don't let brokerage earn too much from your frequent trading. You can diversify your portfolio like let's say 8 good counters. Patience is the key of a greenish portfolio.
At the time of writing MKH Up another 22 cents. It won't be wrong to hold a chamption. Cheers.

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2014-02-10 09:38 | Report Abuse

Hold your MKH tightly for thicker profits. Look at their landbanks in Kajang & future prospects of its plantation arm in Indonesia.

FYI MKH's projects all selling very well. Either completely Sold out or only limited bumi units available.
http://mkhberhad.com/our_businesses/residential_current.aspx

General

2014-02-09 20:37 | Report Abuse

Tommylim:

This is the analysis about MFCB in Chinese, shared from 闲谈股市,理财篇 Facebook fans page.

顺势投资MFCB(严重被低估的发电厂公司)

投资原因:2014年,有两家大型发电公司会上市(malakof和1MDB)
加上近期YTLPOWER和TNB大涨,相信发电业会是2014年很好的投资主题

现价:2.30
目标价:nill
信心指数:70%
投资期限:4年

—行业属性:发电业务,资源业务,房产业务
—本益比:7(个人算法:单季净利0.23亿,把净利全年化,本益比为5.5左右)
—net cash company
—股息:2%

【资产表分析】
~公司拥有1.47亿现金,0.75亿股票
可是银行贷款只有0.52亿
属于net cash company

~每股净值RM3.03,现价RM2.30,属于低估

~股息
这五年公司都有派发股息
2009年派发5.5分
2010年派发7分
2011年派发7.5分
2012年派发9分
2013年派发7.1分
net dividend yield >2%

~公司拥有0.2亿股treasury share,约占了10% 的total outstanding share

【业务分析】
1)发电部门(净利贡献占70%)
MFCB有两家发电厂(一家在中国,另一家在西马)
在中国发电厂,发电量为83MV,发电燃料:煤炭(mfcb持有60%股权)
在西马发电厂,发电量为36MV,发电燃料:柴油(mfcb持有51%股权)

在中国发电厂是于1995年投入运作,签约22年,所以2017年合约才到期(距离现在还有4年)主要是用煤炭作为发电燃料,转换成蒸气,转售给中国纺织业
中国在2011年调涨电费,所以MFCB中国发电业务净利贡献提高
公司在年报提及,国际煤炭价格下滑,公司成本下滑,需求提高,所以公司中国业务净利也成长许多

在西马发电厂,是于1996年投入运作,签约21年,所以2017年合约才到期(距离现在还有4)
目前营业额贡献下滑,主要是公司的发电厂进行维修工程
所以这影响属于短期

2)资源部门(净利贡献占15%)
挖采石灰石,制造石灰属性产品
公司在霹雳州拥有一座占地高达100acre的石灰山
公司每天生产1200公吨的石灰属性产品
每个月可生产7million calcium silicate砖块(是大马唯一一家制造这种类型的砖块)

3)房地产部门(净利贡献15%)
公司拥有多项地产,在年报list of group properties,需要4面来列出,在这边,我就列出公司比较有价值的土地
~马六甲(melaka tengah)占地:41acre,freehold,1993年公司以0.08亿买下,至今还为重估
~雪兰俄(sepang)占地:70acre,leasehold,1996年公司以0.30亿买下,至今还未重估
~雪兰俄(petaling jaya)拥有一栋大夏 占地:4acre,leasehold,2006年估值1.03亿

诺这些土地重估,价值可突破2.5亿

【未来看点:进军种植业】
在2013年八月,公司和柬埔寨政府签约,进军柬埔寨种植橡胶
预计整个种植计划需要13年,耗资0.84亿美元(约2.7亿马币)
9477hectare 的土地特许经营权,以作农业发展和种植活动。

http://www.nanyang.com/node/554116?tid=461..

【同行本益比】(和发电有关)
-ytlpower 本益比:11左右
-tenaga 本益比:12左右
-cypark 本益比:12左右

mfcb 本益比大约7左右,较同行低估超过70%

【弱点】
1)大股东近期在公开市场脱售股票
2)公司发电厂 profit margin容易受到煤炭价格走势影响
3)大股东持有%不高,散户票的持有量多,抗跌性不强
4)进军柬埔寨种植橡胶需要很久时间才能做出净利贡献
5)net dividend yield 不高,很难吸引投资者做长期投资

【后语】mfcb是市场最严重低估的发电厂公司,本益比低,有股息,net cash company,业务稳定,未来成长可期。mfcb可算是二线优质股

General

2014-02-08 10:27 | Report Abuse

Siva68:

Let's say Usain Bolt able to achieve 100m sprint in 9.80s, will he try to sprint harder in order to break world record? Or will he stopped running and enjoy the achievement ?? For me I will give MKH some time before making decision. I see a bigger space for improvements. Anyway if your own TP is reached you can choose to take profit. B/S at own risk.

Take a look at Pestech. After hitting all-time high of RM2.75 on 27 Nov, it is now sitting comfortably at RM3.51 on 7 Feb. All time high penetrated for multiple times. Check back my comment after a few months, breaking RM4 is not impossible.

http://klse.i3investor.com/servlets/stk/chart/5219.jsp

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2014-02-08 10:04 | Report Abuse

What chinesetea said is true. The less coverage the better. If all research houses did coverage & MKH's price inflated then you better sell off to guarantee your profits.

Look at Gamuda, Mahsing, WCT, Alam, Axiata. All Research houses gave them high high TP but none of the TP being achieved.

RHB Keep on increasing the TP of Dsonic after their TP being achieved one time by another. Hopefully Kenanga able to achieve that on MKH as well. :)

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2014-02-07 14:57 | Report Abuse

Siva68 bro:

It's about MKH's plan to separately list their plantation arm in future. But near term not likely as they need to be big enough before doing so. Now they're in the process to buy some plantation lands in Kalimantan.

MKH is the largest land owner in Kajang. Will gain benefits from rapid housing development in the area.

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2014-02-07 10:41 | Report Abuse

MKH might list their plantation arm separately in future to release their full potential.

http://biz.sinchew.com.my/node/89490?tid=6

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2014-02-06 17:20 | Report Abuse

With dividend yield of 12.57% Marco should be kept for at least a year as Super FD Stock. Capital appreciation as bonus :)

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2014-02-06 12:31 | Report Abuse

hagi the ex-date for dividend will be on 11/2. Any purchase before the ex-date will be entitled for the 8% dividend.

General

2014-02-05 18:55 | Report Abuse

Yes Invest1818. Looks like it's another BIG Ang Pow for us after the previous one from Ecoworld. Brem & Inari performing quite well too. For MKH I think it's somehow related to latest revision of target price of RM5.40 from HwangDBS. It was being published in The Edge Daily mobile app today.

Link: http://klse.i3investor.com/servlets/staticfile/233309.jsp

Anyway I'm very positive with their coming results. Presbhd's result coming soon as well. February will be an exciting week to reevaluate the fundamentality of our shares.

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2014-02-05 18:50 | Report Abuse

Don't underestimate the double-engined MKH :)

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2014-02-05 11:15 | Report Abuse

Ecoworld is uptrending and stable at RM4.40. No worry at all. After all retail investors take profit price will be pushed up again.

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2014-02-04 18:03 | Report Abuse

From RM3.50 on the listing day to RM2.60 now. Very soon you can buy at ipo price,or even lower than that. Those bought at high all trapped. Early bird not necessarily good.

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2014-02-03 21:36 | Report Abuse

Invest1818. Finally you made your purchase. Presbhd is a good counter. EPF, American International Assurance Bhd, CIMB, PNB, Tabung Haji, Philip Capital & Eastspring all here as major shareholders to reassure your choice.

http://markets.ft.com/research/Markets/Tearsheets/Business-profile?s=PRESBHD:KLS

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2014-01-30 13:06 | Report Abuse

Stay patience. February will be the month for Datasonic.

Happy Chinese New Year guys !!

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2014-01-30 13:05 | Report Abuse

Good one. Be patience & stay invested for long term. Marco is not an ordinary penny stock. Excellent fundamental with impressive dividends. Happy Chinese New Year guys !!

General

2014-01-30 13:00 | Report Abuse

Chrollo: Exactly. Marco from 15 cents to 17.5 cents now. Invest1818 is quite picky, only picks good stocks. This group doesn't have lots of investors but the selection of stocks being tip top one. I would say bravo guys !!

Tewnama: Kalau confirm dah confident dgn Ecoworld, memang Tan Sri Liew dan Liew Jr. tidak akan menghampakan kita orang. Kena sabar sikit dengan Super Bull ini.

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2014-01-30 12:48 | Report Abuse

Nice closing. Up 50 cents in 1.5 days of trading. Happy Chinese New Year to all Ecoworld investors. Generous Ang Pau from Tan Sri Liew to celebrate our KUDA year.

General

2014-01-30 12:46 | Report Abuse

It's a half day trading but our Ecoworld touches RM4.50 & finally stop at RM4.42 after profit taking for Ang Pau. Very impressive. Tan Sri being very generous in distributing Ang Pau for all confident investors.

Happy Chinese New Year for all bros and 2014 will be a great year for all of us.

Gong Xi Fa Cai !!!

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2014-01-30 10:23 | Report Abuse

Tan Sri Liew distributing Ang Pau again today. Better claim it fast. This Chinese new Year is great with Ecoworld. Thanks, Tan Sri.

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2014-01-29 23:09 | Report Abuse

Tan Sri Liew looks cute in the CNY video, maybe "paiseh" while singing. Anyway it might be the last Gong Xi Gong Xi from SpSetia, next year PNB might save cost instead.

Sharing from Prop Cafe Facebook, this might be the site for Ecoworld's Eco Terraces at Penang:
https://www.facebook.com/photo.php?fbid=287750388039262&set=pcb.287750434705924&type=1&theater

General

2014-01-29 22:57 | Report Abuse

Chrollo: For me I usually buy shares with ROE more than 20% & PE less than 20 to mitigate risk. But most importantly buy at low. Anyway my favourite is Ecoworld. Might keep it for 10 years provided Liew Jr. inherited superb genes from his father & no financial crisis in coming years. LOL

HlCap I will not touch at this moment. Previous week you still can buy at RM12 and sell immediately at RM13. No seller at all. Now all sellers emerged and they are selling 10k shares per transaction. Cannot digest at all. There are stories behind HlCap & one need to thoroughly understand before buying. 28 Feb we will know the listing status of HlCap. Hlcap is good actually.

General

2014-01-29 22:35 | Report Abuse

Chinesetea: Looks like most of our picks doing great job today. Having great time with all fundamental bros here. Look at our Ecoworld, Kossan & Pestech, very decent results today. I started to like this Pestech. A tough nugget without interuption from retail investors. But I have yet to look into their accounts.

Siva: Mind to share why PJDev being your favourite ?? Check back our comments yesterday. Me & chinesetea gave some shopping suggestions. Cheers.

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2014-01-29 19:28 | Report Abuse

I'm 100% sure no one bought Ecoworld because of dividends. This is something really unexpected. Same goes to Dsonic giving 7 cents dividends previously. The capital gain can outcome dividends so easily. If you wish to get dividends at the same time enjoying stable capital gain, should pick Matrix, Presbhd & CBIP instead. Double-sided sword.

Guys, 1% dividend is something sincere from the management of Ecoworld. Liew Jr. had just take over Focal & it's fair for all us to give them at least one year to show their strength. But they surprised us with a 1% dividend. I can feel the sincerity in them and this boosted my confidence in Ecoworld.

A big and lovely Ang Pow from Tan Sri Liew this chinese New Year. Congrates for all faithful confident shareholders of Ecoworld.

General

2014-01-29 09:33 | Report Abuse

Is that so Chrollo ?? Then Invest1818 you need to learn more abou this.

Private placement is a method to generate fund by selling shares to a particular funds or bank. The sale are needed to generate large funds to have more operating capital. Normally these funds will hold for long period so it's not a big deal. But the fund generated can be used to do something big like acquiring other businesses, buy more machines bla bla bla~

Summary: http://www.investopedia.com/terms/p/privateplacement.asp

General

2014-01-29 00:04 | Report Abuse

Wow, guessing game. I Like.

My pick:
KLK, Nestle, HLFG

But probability of kena very tiny. Can be top 10 loser also.