Go Orion, 0.14/0.15 is coming soon. My friend said.

https://www.thestar.com.my/business/business-news/2020/08/29/hsr-full-speed-ahead

Will HSR benefit WCT?

To be honest, the qr result is albeit under expectation, but we buy stock is for future, if u think next qr result will be better then u should buy because the share price will go up. Just my two cents.

Record revenue * record net profit *
Expect better upcoming revenue and net profit in line with top glove and supermax growth

-5.5mil profit for the qr ended june 2020, make a guess. The share price will be going up or down on Tuesday? Happy Hari Merdeka!

CGS-CIMB

*AirAsia Group Berhad* - Rights issue very likely (Maintain Reduce with a lower TP of RM0.15)

if everyday up 10 to 20%, within a week or so can hit the target price, then what happen next? financial result not even out yet to justify the price hike, so anxious to reach the tp ady? aiyo, if u want to goreng the stock, also need to think a bit how to goreng la. hit the tp by end of sep, then bye2?

Anyone here can share how will the JV with tencent benefit gpacket? Thanks.

Anyone here can share how will the JV with china company benefit aemulus? Thanks.

It is confirmed that Genm and Genting do not own any shares of GenHK. The thing to concern is whether Tan Sri Lim will use his right pocket to save his left pocket.

china can build a 57 storey building in 19 days, what else they cannot do?
https://www.theguardian.com/world/2015/apr/30/chinese-construction-firm-erects-57-storey-skyscraper-in-19-days

is there anyone actually did a calculation on how high the profit can top glove obtain? and whether the current price make sense or not? rather than just buy because it is the biggest glove producer, bonus issue coming, goreng? please

When you heard a stock is going to limit up, be careful because if someone wants to sell, they need someone to pick up their shares

陈薇团队及康希诺生物联报‧中国首个疫苗专利获批
https://app.sinchew.com.my/content/content_2325887.html?type=detail&fileId=2325887&colID=7038

sosfinance is still here, i really salute you. OCK is my first big loss in stock market, hopefully myeg is not my second big loss. All OCK investors, be like sosfinance, be a long term investor. Good luck!

the SBB does not seem helpful at all, more like a token of empathy.

Looking at the paper, damn scary.

myeg has so much money to buyback its share, but no money to give as dividend in the past, not very good management. even though they buyback the share, they do not buyback at a good price so that they can return the capital back to shareholder at good price. only wanna buy cheap cheap, conman counter.

Bad quarter result is a fact, we have a "better" government is also a fact. imho, Q2 result can't be that good also considering PH took over the government on May9 and they have better things to do like solving 1MDB issues etc. I would say it takes time for BAT result to go up, not now, not next quarter, probably the next 4th quarter. Revolution does not happen within a day.

i just sold my shares at 0.56. Now what?!

good news is no news?

tunepro has a dividend policy of 40%, dividend is definitely confirmed. question is how much is the dividend. i expect 5sen.

If good then ✈

But don't worry they intend to keep the price range around 0.8, if nothing extraordinary happens, should stay that way, unless next q not good then scew.

Amanah saham sell again? Didn't expect asiafle to fall this much. Continue its long journey of downtrend again? Any thoughts?

Guys, the jump in Muda's 2017 NP mainly is due to insurance claim. I think market a bit over-reacted. Any advice?

Sedonaal, don't get so angry, i believe a lot of ppl are just like you. There are many ways to get out of PN17, i did not study Daya financial statement in details, so i cant comment much on Daya. However, i know there is a company using "revaluation assets" technique to get out from PN17. The company has assets that do not get revalued every year, so when the company revalues its assets, it can book profit from land/building etc appreciation. These profits indirectly increase the shareholders' equity. If it can increase the shareholders' equity > 25% of initial capital, then it can get out of PN17 status. What you said I believe is the worst case scenario. If you are concern, probably you can take a look at Daya's AR or QR, and see what plan it can come up with. Let's hope for the best, plan for the worst.

Sedonaal, how can you be so sure that it is gonna be capital reduction + issuance of new shares for injection of new business?

Dennis, look at their court case notice, the management actually already signalled there is impact to their shareholders'equity.

Zamry got any news? Whats ur tp?

Buy when ppl are scared, my tp now upgraded to 1.00. But don't all in, buy only with your spare money, as always.

My tp 0.2

Even if the price for Karex drops below RM1, Goh family still has at least 800% gain on their holdings in Karex. 3 consecutive years of bonus share issues.

chooheng, why kenanga and malacca securities are still giving 0.95 tp? Can you please pin point their analysis report as to where they maybe wrong? Compared to your own analysis? Thank you very much.

Boss supported the share price in late 2016 and early 2017 from 0.8 to 0.76. He bought again at 0.8 in Feb 2018. It seems like boss is lucky to buy at the same price for two consecutive years. Can he buy at a cheaper price this year? I don't know. Looking back at ock share price for the last few years, a NP of 24mil should be able to fetch a share price of 0.8x. Any thoughts, guys?

The huge jump in interest cost is due to major acquisition in 2016, ST term increased from 81.8m to 277m while LT debt increased from 65m to 178.5m. ST debt of 277m should be coming due within a year, if they can pay off this, this is a boost to the earnings by reducing the interest fee.

When asking on the company's strategy on tackling its debt:
"Everything is still intact at this point in time, there are no changes in terms of business. The Group is still very much bullish to build a towerco as well as building other streams of recurring income, its just that now is the delivery stage. Capex and loan is certain as its still in the growth phase, however the Group will only take on assets that are self sustainable moving forward."

Comparing 2016 and 2015, the net increase in receivable & payable is 110m & 128m respectively. While comparing 2017 and 2016, the net increase in receivable & payable is 29.7m & -5m respectively. It is either they have improved their collection method or the payment term from towerco is much better.

Boss said double digit growth of PAT, by this, he means:


The Group’s PAT was affected by gains /losses on foreign exchange. For the quarter under review, the group recognized a forex loss of RM1.7 million versus a gain of RM3.8 million recognized during Q4FYE2016. Adjusting for forex gains/ losses, the core PAT for Q4FYE2017 would stand at RM9.7 million versus RM7.6 million for Q4FYE2016. This would translate to a core PAT improvement of 26.0%.

rkgfantasy, the announcement is to not put you in a disadvantage position. He could be buying or selling ock shares or warrants. Let's wait and see.

ttwong, can you share with us where is your source of information? Or it is just your personal guess?

SOS, your sharing is very informative, however OCK share price has been rather frustrating. As of today, the market price is 81sen and ock-wa price is only 22.5sen.

I think the reasons for the fall in share price could be:
1. Fall short of target NP - in your first article on OCK, point 7 states that analyst projected PAT for FY2017 is between 35m to 45m. Current more realistic NP for FY2017 is between 30m to 31m. Nevertheless, until Q4 2017 result is released on end of Feb2017, we will never know.

2. High increase in total debt - 2016Q4: 146m, 2017Q1: 355m, 2017Q2: 386m, 2017Q3: 434m - hence higher finance cost, a drag on its bottomline

Can I get your view on the above two points? Honestly, my average price for ock wa is above 30sen and I am still holding now, it is not easy for me. But, one thing did surprise me is that OCK declared a dividend of 1sen for FY2017. Thank you.

Worse comes to worst, even if recession is coming, consumer staple like telecommunication sector, utilities sector etc will continue to do well, you can't just throw your phones out and say no I am not gonna use my phone ady.

OCK is on its downtrend path now, but before you choose to sell your mother/son, please take a look at what the CEO has to say:

http://docdro.id/YC1Uw49

According to the CEO, he is confident that the revenue and net profit for 2017 can grow at double digit growth rate. Hence, I believe the next quarter report should be able to grow at double digit rate, which implies significant increase in NP from 2016 NP.

So, if you really decide to sell, I think the best time would be to sell after QR being released. The unrealised paper loss can be uncomfortable to look at, but I don't think it is a good idea to just sell at whatever price the market is asking now.

The US economy is still strong, unemployment hits multiple years low, paycheck is raising, that is why FED is increasing interest rate. When interest rate increases, bond/FD interest yield might make stock looks not that attractive because stock inherently carries the higher riskiness. That's why investors are selling stocks to buy bonds which cause DJIA etc to drop.

IMHO

my tp is 88c (for the sake of CNY) :)

Point to add on: "290 people owning 93.7% share, 3575 owning 6.3% share", illiquidity does generate higher return.

http://docdro.id/6lqxxDj

buy wa for greater gain, i suppose. the wa price is damn cheap now, good for those who is looking for bargain, bad for those who is still holding, worst for those who sell at this price. imho

Practical Planner principal-agent problem is very common in the case of shareholder-management relationship and the share price movement is beyond the control of ppl like us

My personal thought: if the share price does not move beyond 90c by mid-March, there should not be any excitement this year, come back again in early 2019 as the opportunity cost of holding is high even if the stock is fundamentally good

Then why bother to buy during IPO?

ock result is profitable but no surprises. unless q4 can achieve 16.9mils, if not, most likely gonna fall short of Kenanga full year expected NP of 34.5mils. i guess the target price should be somewhere around 96sen.

Tentatively Nov 29, next quarter needs to have at least 9mils net profit..