Is renegotiating the contracts that largely involved China good or bad for local?
I think so because Tun M want to benefit Malaysian more whether it is property development or construction project.

____________________________________

"Currently, the Government is reviewing all major infrastructure projects and we are awaiting their directive,” Kuna says.

“Further to this, we are looking at possible upside in terms of increased local participation,” he tells StarBizWeek in an email.


Read more at

https://www.thestar.com.my/business/business-news/2018/05/19/hss-seen-in-good-position-to-weather-expected-slowdown-in-construction/

Zhuge Liang, there are here to do business and not play up their shares. Thet will only do that if they want to issue right issues, private placement for borrowing money. They don't need to, as three major banks are happily lending to them. When CEO and director own too much shares like jaks, I would be very careful because if any of those call out, it create a huge fluctuations. Funds want stable counter. Though you may not agree, I am glad kyy leaving hy as he generate too much hype and followers and I like to stay away from his counter if I want to invest. Now he is away and I can also see more funds joining in. Not a buy or sell call.
I always warn buy or sell at your own risk.

Using crack spread to draw a direct correlation with hy is fundamentally flaw. These guys has been in this business for a long time. They can use a lot of financial vehicle to hedge, such as fx options, futures and etc. Mkrenever they have a huge storage.

This is old news, https://uk.reuters.com/article/us-china-parliament-teapot-refiner/chinese-teapot-refiner-using-shell-tie-up-to-launch-overseas-push-idUKKCN0WD0LF

But worth studying why they are here. This is only the first year. Chinese means business.

The CEO is very powerful man. Don't play play.
Like ecoworld, having a good CEO will help.the business.

Just in case everyone forgot unclez.
He is still one of the best writer. He only write few article but not heavily promoting them. But if you follow his pick since day one - most are very profitable.

He decided to leave i3 a while ago to be away from the noise. Very wise move.
Most of his pick and advice can withstand the ups and downs of the market in long term.

http://unclezmalaysia.blogspot.co.uk/

Paper theme - orna, muda check check.

If not happy, email OTB directly, why post it to everyone. Probably learn from KYY that posted his circular recently.

This is very unethical and this kind of matter should be discussed with OTB directly before going to public.

OTB is a good man. No one can predict everything correctly. If OTB is perfect, there is no need for him to be here and enjoy the fruit of his perfect investment.

His advices and recommendation is for your guidance/reference and is not a silver bullet for investment.

I am not OTB subscriber but many years ago he gave me one of his list for a week. I can testify that most of them are very good fundamentally and turned out to be very good investment. Of course, he cannot keep checking his recommendation over the years but he clearly set out clear guidance on when to cut loss. I need to take my own responsibilities and decision when to sell.

He stopped sending to me any further notes as I am not his subscriber but I am still appreciating for his kindness.

I certainly wish I can be his close friends and continue to receive his good recommendations.

@Ricky, I read your interest blog https://klse.i3investor.com/blogs/JTYeo/128478.jsp
Very informative. What do you think about long term effect of HY dividend policy base on your article?

So early? Waiting for party to start?
How come so many join to attack this stock non-stop if this share is hopeless or worthless? There are many other stock to buy, how come they spend so much energy here?
Hmmm, have I missed something...hmmm.... pondering....
Surely someone may have taken profit earlier and move on...
Why are they here?
Hmmm....click or not click... , queue or not queue?
pondering....

Good stock

:-)

This year focus on masteel and leonfb. Value stock and riding on the recovery of apac and election that normally linked to construction.

Positive!

Thanks for your kind word, Ricky. I understand where you are coming from. I have spent time in fundamental analysis behind the scene before putting out recommendation. Some of the uncle's recommendation like VS, Inari were posted many years ago in my blog even before OTB and KYY recommended it. The have grown over 500%. I can say that his insight of any company is far beyond what you can imagine.

Ricky, this not normal uncle. He has more than 30 years as remisier. My friends are not normal friends ;-). They have been active in stock trading for many years.
Anyway, check the portfolio I posted nearly 3 years ago without any change and dividend update. https://klse.i3investor.com/servlets/pfs/4203, profit remain 110%.

Lctitan good value

Heng yuan nice. It has risen more than 40% since last post. Check mmsv.

:-)

Heng yuan and choo bee check check.

2 years - 100% ,though outdated and some not performing as plan , still a good showcase of how a diversified portfolio can withstand the storm and time without any transactions...

Only share idea and not asking you to buy. Check market trend before you jump in. Good stock buy at wrong time also no use...

Rce, oldtown wow.

I am interested in following also..
Annjoo, astino, cypark, dufu
Take care...

Tewnama balik main share, kasi klci tongkat ali... :-)

TongSan tak pergi, TongHer saya ada....

OldTown, rce capital, hsseb ....check check...

how come Duit become rice ? Long time no see. Happy new year if it is not too late.

Rce capital nice :-)

This year holding Magni, century, inari, vs, takaful, rcecapital, tekguan,ecoworld, Gtronic.
My only unclez stock is ecoworld..

:-)

Still here. Just shift to other market. Only bought 3 stock last 9 months. How is everyone?

:-)

No doubt, one of the best hybrid growth and dividend counter. It is a matter of time before bonus issue is announced.

Happy new year! Hope every one is well.
I have not invested much for last two months except for three stocks.
Seacera, canone and ofi.
Wish you all the best.

62.3%
Happy new year!

59.18% excluding dividend.

Hi Siva, I am also very busy with my kids' education. I have not traded for while too. Still keeping most of my stocks. Some red and some green. During recent sell down, we can see what's strong and weak. Prepare to buy those strong counter when in correction. Few shares I have hold tightly are making a good come back like VS and Magni. Sometimes doing nothing is the best strategy for long term during correction when the company you buy continue to make profit. I strong against plying put/call warrants. Easily loose your pants and sleep too. Take care. When I am active again will post some recommendation. For the time being, my family is my top priority. Good luck and take care everyone.

Absolutely right, suddenly everyone will realise then how cheap kesm was :-)

We have not seen the subsidiary's result included in the last quarter. Wait and see :-)

blue sky counter

Based on unisem (sister stock of mpi) result, mpi result will be great

Kheesan price seems very attractive now :-), hitting support.

Haha, thank you, I am happy if you have bought MPI last week when it was 6.3-6.4 :-). Today break all time high, hopefully can sail above rm8.
It's such a good share with earning prospects.

hope you guys has sapu some mpi after my comment.
today it is covered by analyst.

http://www.thestar.com.my/Business/Business-News/2015/07/28/CIMB-Research-sees-strong-earnings-growth-for-MPI/?style=biz

http://www.theedgemarkets.com/my/article/mpi-rises-much-45-after-analyst%E2%80%99s-highlight

Just paste some recent news here. Potential re-rated.

伦敦食品（London Biscuit Bhd ( Financial Dashboard)）持股28.58%的子公司—奇新（Khee San Bhd）股价攀至多年来新高后，伦敦食品的股价盘中也走升4.17%至87.5仙。

早盘休市时，伦敦食品股价起3仙或3.57%至87仙，成交量为343万股，市值高达1亿6228万令吉。

糖果生产商奇新（基本面：0.3；估值：1.7）休市时则收高于88仙，起2.5仙或2.92%，成交量为329万股，市值达7838万令吉。

同时，奇新今日早盘也一度攀高3.5仙或4.09%至89仙，此为该股自2008年以来的最高水平。

今年迄今，奇新的股价从1月3日的50仙，飙涨76%至目前水平。

以奇新88仙的股价来计算，伦敦食品持有的28.58%股权相等于1735万令吉。

伦敦食品（基本面：0.5；估值：1.7）在2007年收购奇新的股权，目前是奇新的最大股东。

与此同时，丰隆投资银行研究在今日的一项报告中指出，伦敦食品的股价随时冲破52周新高92.5仙。

该证券行表示，尽管本地最大的什锦威化饼干和糖果生产商—伦敦食品的估值较低，惟该股很大可能被上修评级。

报告显示，本地饮食领域在市场环境极具挑战之际，很大可能维持韧性和具抗跌特性，因而建议投资者应物色饮食领域估值较低的小型股（像是伦敦食品），借助该股在本地与国外市场的稳健增长优势。

“以84仙的股价计算，伦敦食品2015财年本益比为9。18倍（低于其他同行36%），以及账面价值0.4倍（低于其他同行78%），大概是股本回酬率（ROE）较低所致。”

尽管如此，该行指出，伦敦食品在过去4年的资本开销庞大，以推动产能、效率和产量，抵消了原料成本、工资和能源价格走升的影响，加上竞争加剧，伦敦食品大幅折价的情况可能减少。



（注:The Edge Research基本面分数和估值分数均根据历史数据计算。基本面分数反映公司的获利能力和资产负债表实力，估值分数则决定股项估值是否具吸引力。3分意味着基本面强劲和估值吸引。）

guys, as I have said many times, I am not sifu. I see myself as a messenger to pass on info. Many of the stock I share here are tips from friends, uncle and sifus.
I cannot take all the credit. For eg. Kimhin, Harbour I only follow duit sifu.

Taliwrk, kesm thanks to matrix sharp eye. Kheesan, it's a purebull pick flag up by ln1792 and others thanks to my experience 'uncle'.

I receive many tips daily and what I do is to filter out some and do some very basic FA and TA. Mostly I base on my gut feeling of the potential of the business. I hope I have not make you lost money but if you earn because of my tips, do a little bit of charity to help others.

I hope you all continue to come and share here so we can beat the fund manager and help other retailer.
Sometimes also good to have someone beside you to ride over the storm so we don't sell in panic. We also need people to cross check and ask question so we don't simply buy and got trapped. I have appreciated many that give their warning and I used to ignore them but over the time I take them seriously.

Thanks again to all of you.

End of aug. swift. I only guess based on last year trend and fx gain because it is in export business which consist of roughly 46% of the business. Most furniture stock has appreciated because of this but not many look at food industry. Food industry is much more resistant than furniture. When market good/bad, people still need to eat. Furniture shop can close when economy no good. So it is considered a good investment for mid-long term.
If you look at london biscuit revenue trend, you get an idea what to expect as london biscuit is the mother company.
This company very good at cost control and it is a rare gem in this market where director mostly earn millions. Its efficiency is also improving. I think after london biscuit become major share holders, they can save further cost by cross selling and share export and distribution cost.

But don't shoot me if I am wrong. Chart wise, it looks very nice. bull flag break out with high volume. A bit like Cup and handle .
it also appear in momentum list today at edge
http://www.theedgemarkets.com/my/article/khee-san-jaycorp-rexit-heng-huat-datasonic-only-world-syf-oriental-food-dnonce-pentamaster

Buy and sell at your own risk.

Congratulations to those who bought taliwrk.

:-) q-o-q May be at least 40% increase.

Thank you. As long as there is one in tea shop.
Kheesan can have a look.
Magni is a very good share and whenever correction can buy.

Kheesan coming quarter should be good based on history

Kesm and mpi also top 30

Vs, mieco , magni all huat. Am I talking to myself? Mana all,kaki. I am thinking of closing shop now hmmmm

Seems most has begin to recover. Some still not being picked up like mpi. Earning very good :-)