"Quiet dog bites you die". Normally this kind of quiet company with good profit gives great return in long term. Patient is needed just as quoted by Len Yan sifu that sweet potato grows quite underneath.

Welcome to Mahsing. Your entry price is not expensive. My long term experience in Mahsing told me that we have to be very patient with this "TortoiseSing". For short to mid term, we are likely to see neutral to negative value on our investment, but for long term we will eventually win just as quoted by Len Yan sifu that his friend got 10+ folds profit from Mahsing in 10+ years. I invest in Mahsing less than 10 years, thus that is not me but my profit from profit is significant thus far.

To be with Len Yan sifu and to ride on the very weak RM, the last 4 transaction are all mine.

Bleeding likes hell from Mahsing. Crying!!! Will still hold on it tightly and foresee to bleed further, shit.

Last few weeks, Mahsing was traded at high RM1.65 before cutting sales target by 22% from 2.3 bil to 1.8 bil. After cutting sales by 22% announced on 25 Nov16, the price may adjust down 22% too, 1.65-22%=RM1.29.

Being said that, I am still holding my biggest investment in Mahsing although I foresaw it to sink as investing in a company is for long term where I "do not want" to drift along with the cyclical variation.

Many research houses gave FV at the range 1.47-1.60. I personally do not think so instead my FV for Mahsing is about 1.32 +/- 10% with PE 10x.

I opine people who likes Mahsing can stand by now.

For those who plan to buy Mahsing, I would say please hold for while to get lower entry price.

Among Mahsing, Tambun, Matrix, Huayang:
Huayang : poor biz
Matrix : higher earning visibility
Mahsing : creative to fight macro environement
Tambun : quiet but deliver

2016 Nov : 下调全年销售目标，从23亿令吉调整至18亿令吉
2015 Aug : cut its sales target to MYR2.3bn from MYR3.4bn

====>"BIZ IS GOING DOWN HILL".

Golden Rule of Super investor : Buy only when profit of next qtr will be better than the last.
Cold Eye's Formula : 反向+"成长"+时间=财富。

===>My big investment in Mahsing is neither meeting Golden Rule nor formula of Cold Eye, leaving to only one direction = DOWN.

Worst still : 3 Qtrs eps =9.92cents. Annualize it to get whole year eps at 13.22 cents. At 40% DPO, div for 2017 will be only 5.29 cents= which is 19% less than 2016(5.29/6.5).

"Cooler than water" for few years.

I forecast 3+6=9 cents div = 6.2% yield in 2017 while hoping for a better one at 3+6.7=9.7 cents as 2015.

I expect 10 cents dividend. Unfortunately it was announced 8 cents as last year. A bit disappointed.

EPS 20.91cts for Q1FY17

The earlier small rally on property counters sinks back to earth when the much expected positive measures for properties industry were not materialized in the just tabled budget.

Will buy his book thru popular bookshop. No time to see him and get his signature. Hopefully one day he will come to my town.

Feel like "sh.." when one of my counter pops up as one of the top losers of the day.

Luckily at the same time there are two of my counters pops up on the top gainers although the gain from the two cannot off set the loss from the one.

It is not right too to adjust numbers ended at 30sep16 with the enlarged number of shares taking place only in Oct16 after bonus issue.
You will see all numbers being adjusted in the next qtr report in Jan17.

6.42cents is the result ended at 30Sep16 whereas bonus was ex in Oct16.
You can get an official info about eps and # of shares from BursaMalaysia.com instead of relying on i3 which is just a public forum not accountable for accuracy of its info.

Number of ordinary shares = 264,000,000

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5237949

Being said that, I still will not sell my holding in Huayang but I strongly will not add any at this price. I also do not encourage new investors buying Huayang at this price at the current market condition.

6.42 cts/qtr is before factoring in the latest 1:3 bonus issue.
With the latest bonus 1: 3, eps FY17=6.42x4=25.68x3/4=19.26sen.
PE @1.25= 1.25/0.1926=6.5.

Comparing to historically PE range of Huayang, 1.25 is NOT cheap. Potential gain is very marginal.

Management did stress that they will try to sustain DPO at 25-30%. Thus the expected dividend for next year is 19.26 x 27.5%= 5.3 cent only which is equivalent to 4.2% yield.

We can easily find few property counters flare better than Huayang at this valuation.

To me, the result is terrible and I foresee share price will be adjusted down. However I do not plan to let go my holding but prepare to struggle thru the bad time with Huayang. This is not the wise way in investing by staying with the company at bad time.

Being said that biz of Mahsing will still move on with similar profit level as last year at the worst case while aiming for growth. Dividend will be paid at 40% DPO again next year. Therefore I will just sit back with my big holding on Mahsing and waiting for the next dividend in Sep17 and turn around moment of property market.

Potential benefit from the exemption on stamp duty announced in Budget 17 for Mahsing is negligible as most of the Mahsing's products are priced higher than RM300K. Indeed marginal negative impact may be created along the new measure to Mahsing as some of the lower income buyers will now attracted to properties lower than 300K which is not the focus of Mahsing.

Smart question by Money.

Vincent is one of the notorious fox in Bursa, I would not touch his counter. Good luck to you.

lching : a bit only on GTronic. In fact I am still at loss on the latest batch. Luckily there is a huge profit from the early batch.

Lately I bought a lot of Maybank for dividend and future. How about you ? Any good shares to share ?

lching : thanks to the good mgt team delivering good result. And luckily I topped up some in Aug at its low. I have made 15% on paper. Hope for you too. Good luck.

Sigh! after holding for 6 months, only now start to see tiny paper profit. It is not easy to earn money from OWG. Hopefully the trend is now toward north way with the opening of Komtar and the upcoming GenM.

Anyway, there is nobody forcing you to buy.

Last year OWG announced 2.8cts div on 13Oct15, do not know if this year will have dividend again ?

I will add more when it downs for few more cents. If you have higher risk appetite, 1.28 is indeed not expensive. Good luck.

Dividend will be higher than 5 cents next year as the boss has shown his determination to maintain DPO at 25-30%. Quoted in news briefing in September.

Good show at 3.74. Already in paper profit. But would like to wait for much higher price for significant profit.

I like the dairy biz but dislike its bosses.

EPS will be diluted after PP. Basing on the fixed DPO, net dividend will be reduced too.

I have same understanding as "stormspike" on PP.

Worry the most is "goreng goreng". If the significant up of GKent is not due to biz growth but rather "goreng goreng", i will definitely lose back all big paper profit thus far, and worst still is that my capital will be eroded too. Therefore I dislike goreng except the "Penang Goreng Kuei Teow".

Congratulations for the 170%. Going forward will compete with you on holding power, assessment skill and most importantly LUCK.

Yes, I will hold longer and wait for higher price. Hopefully not ending at 一场游戏一场空。Ha!

Yes, 2.60 = 100% return in less than a year. What a great luck.

Be patient, we will be rewarded with 6% dividend and capital gain in long term. Just go to Bandar Tasek Mutiara for a look, you will know how resilience it is. Confidence comes from solid biz performance.

The product is quite niche too.

with some discount, I guess it is around 2.90-3.00.

Because you paid less. We paid RM2100 to get 1 lot, thus we enjoy some privilege than you

10% fluctuation on share price is quite normal on small cap counter as Comfort.

Donot need to worry, the biz is running smoothly at Kamunting, revenue and profit would be better than previous qtr.

FD 3.5% per year. RM780 x 3.5%=RM27.3. Yes, after 8 years, you can get RM218, Total =780+218=RM998. Very safe and good investment.

I like to gamble in Comfort to get 780+218=RM998 in one year. Let's see who will win at the end.

金轮法王：已把你收为弟子兵。好好表现哦。

2.63 the highest in 52 weeks but still far from my TP. Will only satisfy with at least another 20% up.

0.78 is reasonable lah.
eps ~1.4/qtr (excludes insurance claim 12.5mil)
1.4ctsx4qtrs =5.6 cts.
Assume 25%x50%(6mths)=12.5% output increase stemming from the newly installed 8 x dip lines ===> eps = 5.6 x 1.125=6.3 cts.
PE 15x , 6.3 x 15= 94.5 cts.
Thus TP price should be 90cts to RM1 within 12 months.

shi bo ? Or luan cho kong.

I personally dislike epf buying too much of Mahsing as it may turn out as sad story of SPSetia where Mahsing becomes "Bumising"