@tricolour, very good extrapolation and FYI

menara HS started 1/11/17 n ending 31/12/19 so duration is 26 months
bison substructure is 70% owned so revenue & profit 0.7x

4Q19 revenue streams likely to include those additional project revenue streams recently signed especially those with starting dates in Nov & Dec'19

cheers 888

funnyguyz...it takes one to know one yah...i din say i'm good...
all numbers are available on the net e.g.
item 1 above is significant to QTQ big growth but wasn't highlighted;
item 2 am hoping someone can help extrapolate with future earnings
cheers

FYI
1. Q2 revenue & profit included a once-off investment holding trading amount of rm3.314 million --this masked the QTQ profit growth
2. calculation assumed all PA converted (most would be in the future) while using current earnings (totally ignoring future earnings) ---imo this is flawed

QR soon -would be interesting given loss making timber segment re-started April 2019

FY18 fwd PE about 6.9 only at 1.07

1:2 free warrants exercise price at 5% premium of VWMAP maybe worth a punt hmm?

forgot to state currently net cash rm5.593M vs zero debt as of last QR

i c few catalysts here
1. 3Q YTD revenues & profits have leapfrogged 3 is a trend continuation plus 32.3% profit is 'obscene' :p ^_^
2. brahmal bot back now 7.974% shareholding as of early june
3. continuous contract wins filling back orders _/
4. new product launch & russian segment
5. pending upto 106M placement shares ........

simple tp using 3Q YTD eps to extrapolate to FY eps 3.8 x PE15 = 57s
good luck to shareholders
cheers

KC, not bad 2017 perform for a novice 1st timer, unsure can repeat haha happy investing ! cheers

1H17 EPS = 3.6 + 4.2
annualised = 7.8 x 2 = 15.6
simple tp = 15.6 x PE10 = 1.56 ^_^

this was a first test; updated with dividends; unsure done correctly or if EWI relevant or not or if status same as end of year hmm :)

Better do this route in autumn ./
Christchurch-Tekapo-Pukaki-Mt Cook-Milford Sound-Queestown-Arrowtown-Fox&Franz Josef Glacier-Arthur's Pass-CHC
Posted by Icon8888 > Mar 28, 2017 09:25 AM | Report Abuse

3.50 I will sell and walk away

this year can close book early go Auckland

FY16 EPS 18.6c Price 1.30 PE 6.98 NTA 1.76
Potential catalyst
-10% growth likely from manufacturing and distribution
piping business plus acquisitions
-newly operational hotels in 2H16 & 1Q17 likely to add new revenue stream
-dividend of 1c pendimg confirmation soon
-WA conversions in recent times will help cashflow & cash position
-NTA 1.76 now trading at huge discount

WA now 44c + 83c conversion is trading at 3c discount but expiring 25/10/17
G'luck 888

yea, instead best to focus on industry standards metrics (since late 80s / early 90s) like revenue per ASK & cost per ASK (and the derived profit per ASK) cheers


==========================
Posted by Icon8888 > Nov 24, 2016 11:12 AM | Report Abuse

please ignore load factor. it is a totally useless indicator

you can dump air tickets at RM50 and many people will take them up

it doesn't help profitability at all.

I arrive at this conclusion after witnessing how profit diverged from strong load factor last Q

just my 2 sen
==========================

very good spot guys <thumbsup>
let's 888

Evel
fgv c11 ...mm inventory sold-out

7195 COMCORP

Last 3 Qs EPS 11.8c equates to trailing forward PE 4.9x only trading at 78c vs NTA 84.2c

Potential catalysts for further strength?
1. Based on this performance trend, the next QR in later half of September is likely to deliver another triple digit growth and based on an estimated FY17 EPS of 16c carrying a PE 8.0-8.5, a simple target could be $1.28-$1.36

2. Comintel Green Technologies (CGT) have finally received a permanent licence from Energy Commission on 1/7/16; which will enable CGT to commence operations and hence start to contribute positively to the current FY, in relation to the signed Renewable Energy Power Purchase Agreement (REPPA) contract with TNB for a 16-year concession contract totalling $106.7M with a schedule of estimated $6.67M revenue P.A. This could be additional revenue & profit stream, right??

2. Court case vs U-TV/VT, previously awarded $11.2M held in FD...now subject to further appeal, upon final judgement, could be uplifted to contribute positively to current FY

3. MOU (valid for 1 year) with Guinea govt & EXIM bank to implement telco and ICT solutions in Guinea, with potential contract value of US$42.85M over a 2 year project. If signed, this would be additional revenue & profit stream as well.

G luck hunting recovery stocks.....

Icon8888, I think U R very sharp and thx for d tip <thumbsupx3>

QR should be later this month
Extremely good last QR from Bank Niaga (eps grew from idr10.22 in 1Q16 to idr28.10 in 2Q16 and vs idr5.99 in 1Q15)

Based on CIMB's own last 3 QR, would U agree that the next QR likely to be another double digit growth YoY :p ;-)

Posted by musangfoxking > Aug 13, 2016 09:01 AM | Report Abuse

4.05 (conversion price) + 1.26 = 5.31.....mother share only 4.84! buying warrant at a premium of 47 sen!!!! a very high premium, really risky!!!!! should buy or not?

FYI
531/484 = 1.097 or 9.7% premium
April was trading at 4-6% premium range until recent WE upsurge

trailling PE 5.0x only if used last 3 Qs EPS to extrapolate ;-)

based on latest QR performance trend (last 4 Qs eps were 3.83/4.50/3.47/0.63), would you believe next month QR will deliver another triple digit growth YoY?

5087 MYCRON
Last year Melewar Steel Tube (MST) 100% acquisition plus recent external events have enabled Mycron to deliver a turnaround set of financial performance.
Potential catalysts for a higher rating may not necessarily include the following;
1. QR3 YTD EPS already 5.25c, may equate to FY16 EPS 7c or PE6.6 only. Simple conservative target of 70c at PE10 carrying NTA $1.14
2. MST acquisition which was completed on 2/4/15, have since been contributing improved revenue and profits to the group; due to synergistic benefits and cost rationalisations. The acquisition was partly funded via 104.5 million shares issuance at 44c each
3. Earlier authorities announced levies on anti dumping on imported cold rolled coils (CRC) from CN, KR & VN; which is deemed as positive to MST
4. Steel prices rallied in Apr'16 due to shortages from shutdowns and production cuts in CN & rest world due to prolong industry declines.
5. Demand deemed stable from local ETP projects. Would there be any potential follow on demand from KVMRT2 projects?
Good luck 888

rchi, thx on c19 & congratz, can try 318231??

FY16 EPS 12.33c Price 1.68 PE 13.6 NTA 1.36
Potential catalysts for further strength?
1. Pending 3c dividend proposed on 27/5/16 which will likely be confirmed in the forthcoming AGM
2. Nett cash pile of $73.316M or $0.611/share after dishing out 23c dividend last year. PE nett of cash is only 8.x
3. JV MOU in Indonesia to setup paper bag manufacturing plant, awaiting approval/license/clearance, may enhance future earnings.

QR later this month, think may be at least 2-digit growth YoY based on performance trend...g luck holders

Bravo to those who bought Fibon around 50c (where PE only 4.x nett of cash), is akin to collecting AWC when around 50c (where PE only 5.x nett of cash, and is now 88.5c)

Last QR, Fibon delivered 29.9% in nett profit...and consistently high 20% every quarter...THIS is the gem

FY Profit margin 30%; and if nett of cash, PE only 6.0; where can get such gem?!

0149 FIBON
30/7/15: Update
FY16 EPS 5.11c Price 0.595 PE 11.6 NTA 0.43
Potential catalysts for further strength?
1. Pending higher 1.25c dividend proposed on 25/7/16 which will likely be confirmed in the forthcoming AGM
2. Cash pile have increased from a year ago to $28.259M or $0.288/share
3. Last six QRs have delivered continuous steady revenues increment
4. New business acquisition BEEPS and entry into the Japanese market, could be further impetus to future earnings growth
(refer comments for latest QR update)

04/7/15: Inital Post
3QYTD EPS 2.65 Price 0.42
Forward PE 11.9 NTA 0.37
Consistent performer plus yearly dividends
Cash $23.8 million, Borrowings zero (can give more dividend or expand business)
Retained Earnings piling up (can afford give bonus -no bonus yet)
Low volume counter though ...

Yesssss

Yup higher 1.25c dividend proposed, can do more plus biz expansion
Net Cash: $29.115M or 0.297/share
3QYTD EPS 3.08c Price now @0.505
Forward PE 12.3 NTA 0.42
Let's see QR soon this week

http://paultan.org/2016/07/26/perodua-bezza-hits-10115-bookings-averaging-1000-per-day/?utm_source=peroduabezzabookings&utm_medium=fbnewsfeed&utm_campaign=fbnewsfeed

most likely last week of July, g luck 888

Posted by Patrick13 > Jul 11, 2016 09:10 AM | Report Abuse

when the QR will be released?

QR later this month may surprise and likely at least 5c dividend given earnings to date already higher the last FY

QR later this month may surprise and likely dividend as well based on performance trend

http://www.bloomberg.com/news/articles/2016-06-14/ipic-seeks-6-5-billion-from-1mdb-malaysia-in-arbitration-bid

morning all tuah huat

rchi, c19 gem thx missed out, but am in c37, lets huat!

rchi, congratz on c19 !

connie, can please count waves on engtex for me? thanks dear

unfortunately not
i happened to read his chat in another blog/forum those days :p

cwingz, yes what caught my attention few years back was he went on a hiatus to do up his bungalow! so am not surprised one bit if he owns that whole taman :p

connie, all good thx, was looking for some cornie bees in the bushes, hahaha

hng i think he trades fast & furiously on theme stocks and also those with pending dividends, corp exercises, biz expansion, etc. probably earn enough for another bungalow :)

morning connie & all, 888

just sharing what I read in the bursa announcement pages regarding voting rights of PAG and CS

http://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=72224&name=EA_GA_ATTACHMENTS

obvious different type of trader/investor with totally different strategies...to each his/her own...rest stick to our own...g'luck 888

QR today or next week

yes!!!
special dividend for Easter celebration <thumbsup>

QR +497% (additional factory)
1H16 earnings far exceeded that in FY15 or FY14 or FY13
1H16 EPS 8.46c --> forward PE 6.1 based on yesterday closing price $1.04
2H16 earnings likely to continue growth ?!

hng33, thanks for your clarification

yes i read protasco in 2014 won/built an overtaking lane in Sarawak; so potentially they maybe indirectly involved. also read last year their md stating they were targetting to be involved in pan borneo -so far no further progress...

Secured second job in FY/CY14. HCM Engineering Sdn Bhd, a whollyowned
subsidiary of the Protasco Bhd, had secured works on Federal
Roads in Zone 2A, Sarawak worth RM21m. The contract was awarded
by Jabatan Kerja Raya (Public Works Department) for the construction
of overtaking lanes from Sibu to Bintulu and from Bintulu to Tatau