We also need some auntie :-)

Pie is too high now. He recommended to me when it was 6.50

Seems a lot more people reading this forum. If you have been watching, just put a . and we will welcome you. But please don't post rubbish here and please don't quarrel here please. We want to be nice to each other and prosper together, listen to uncleTea. Haha.

UncleT also recommended pie a while ago. I will post his new recommendations as soon as I know if you behave well :-).
He is not in ock. This is purely unclez stock.

Hahaha, you guys running out of idea in picking stock and start speculating people. I am not unclez but I have an uncleT that definitely beats unclez hands down though I have high respect of unclez. UncleT already recommended Dsonic below rm2. I only trust him when it reach rm3. Also I gained a fortune because of Takaful and inari he recommended. There is a long history back where he also recommended hartalega and tasek. He also recommended Vitrox at rm1, destini at rm0.45, mkh at 2.73, inari at rm1, Brem at rm1.8.
I am only small uncle, uncletea passing information. My portfolio already reach 20% in 6 months. I only do the filtering. Check my shared portfolio and already reach 10% since January. Nothing to boost about myself as this is his hard work.

Today will be a bigger day. Short term I rank Karex first mainly because the price has not picked up yet and can easily go to 4.18 and above. Mkh can also be picked before it reach rm4 but some may profit taking. Other counter also good. I may be wrong and b/s at your own risk.

Chrollo, you don't need to buy a while lot. When it is a bull market, ride on the trend. There are many counter you can jump ship. I also believe puncak will rise but that take me nearly half a year. I then sell it to buy some mkh weeks ago and now puncak still not moving but mkh has move on since. There will be bull again soon. Take the chance.
Take care

Why not warrant, study date and announcement in the past http://klse.i3investor.com/servlets/stk/annent/6114.jsp

http://www.bangkokpost.com/business/marketing/394240/condom-maker-karex-builds-a-global-brand

The current price is a steal. I believe the price is undervalued. The valuation is based on comparison with gloves company and may not give a true picture of the company. The profit margin is great and give this shares sometime and it will shine. Wait for the result and you will be surprised.

This counter really give you protection !

Eco World Development Group will be launching two township development projects in Iskandar Malaysia in May. CEO Datuk Chang Khim Wah said the projects - EcoSpring and EcoSummer located in the Tebrau corridor - would be launched concurrently. "Both projects, on a 242.8ha site with a combined GDV of RM5bn, will keep us busy for the next eight years," he said. He added that Phase 1 of EcoSpring would have 200 residential properties at an indicative selling price of RM1m onwards, while the 500 units of EcoSummer would have a price tag starting from RM650k. (Starbiz)

Vitrox, may be some acquisitions. Even not happen, it is solid counter anyway.

Finally matrix is moving. Hopefully people have bought it cheap since my last comment. Tony, in bull market cincai say something will have effect. Even auntie and uncle talking stock at Pascal malam can also be right :-). You need to study when to sell and what is good for long term. Also you should remember which counter stand firms last week when market was heading south. Those are the one that may be part of your portfolio to preserve capital.

http://unclezmalaysia.blogspot.co.uk/2014/02/datasonic-old-flames-still-hot.html?m=1

rchi, you are still here! Great our dsonic children is growing up liao.
I can see many shaking their head saying why I sell so early and ask whether still can buy at this price. Sigh!!!

Btw, some update from unclez. He said he believe the price should be higher than this 12.35 before split (2.47)
http://unclezmalaysia.blogspot.co.uk/2014/02/datasonic-old-flames-still-hot.html

Btw, you should have joined us at mkh :-)

Chrollo, welcome back.
Any idea for valentines apart from Designer bags? We are here to share idea mah :-)

It's a very good day. My personal portfolio has increased 3% today alone and approaching my target :-)

I have high hope on Karex and Vitrox. Karex is about to announce bonus shares shortly and for Vitrox, there is something exciting happening soon.
Matrix will need to wait for result soon before it explodes.

For OCK, it's a bit like inari, waiting for going to main board but slow and steady. I trust OCK profit will be very good this year and hopefully this will be our dark horse of our portfolio.

This is just the beginning of something big. The company start seeking to purchase two more parcels of land (20,000) since November. The vision of chairman is to grow 100,000 ha in the next five years. When I heard this initially, I was worried about the purchase will cause a high capex. After reading the recent report, now we are clear that they want to fund these expansion by floatation of the plantation division. I am sure it will be beneficial to existing share holder of MKH by giving some bonus shares or the priority to buy the new ipo shares or right issue in the future.
There may be profit taking on the way while heading to the new target, I suggest you put your eye ahead of time and ignore short term fluctuation and your reward will be massive.

Also it is worth to keep an eye on the weather. As more and more unexpected strange weather happen all over the world, palm oil will become a winner as it is a tough plant in comparison to soya and rapeseed. Although this is MKH forum, I will also like to draw your attention that CBIP also manufacture palm oil mill for MKH. If you start noticing major expansion of palm oil counter, CBIP will also benefit from both its plantation section and the engineering division.

Forget to add that it is definitely undervalued and need publicity for the price to be appreciated. It is good for short term and need to be reviewed for long term regularly.

I must be getting old, I looked at Mrcb instead of mfcb, lol. That proves my point that you need to study yourself haha. Apologies.
The Pe,nta and other figures looks good and my only concern is that the 76% profit are from power division and the contracts end in 2017 for the malaysia division and profit is also affected by coal price. There is a small risk that the contract renewal may not happen or with less attractive terms. The coal power stations can also be replaced by nuclear powerstation if pollution becomes a concern in China.


Since the dividend is not high this is considered as growth stock. Can the profit be repeated few years on. The attraction is the land own by the company and also the resource division that has the competitive advantage but is limited resource.

In above article, directors are selling, why?

If you are happy with the risk, then go for it.

I suggest you ask otb. He recommended in
Http://klse.i3investor.com/servlets/pfs/25099.jsp
Buying is easy but when to sell is an art. Otb also recommended many stocks but you never know when to sell based on other recommendations. So it's better to learn it. Most people that recommend stock to you already bought the share themselves including us. So be careful and do your own research and keep an eye the report and news of the company.
A quick check on the result showing it make a lost two quarters and eps and Pe are negative. Have you find out yourself or from your friend why a lost making company is good and is it based on some news flow that the company is about to turn around?

Tony, tell us why you think mfcb worth investing? What's your view on that?

Nicky, the less research house cover the better. Look at those top 10 rising stock last year (like HLCap, ecoworld, Dsonic etc ) hardly anyone cover it. Once big funds are all in, the price cannot move much.

Hi siva
Based on Alex Lu who work in kenaga, he recommend that as a trading buy and target is rm4. My target is for long term. From chart it has just crossed the macd line so may have few more days to run. However these things can be wrong and unless you have holding power for a year, then do not rush. Seldom I see a counter can rise 3 to 4 days without correction. The important thing to find out is whether it can stay at current price as resistant point. If it can last sometime and I may get more. For example you know dsonic resistant is rm2.10 and you can collect it when you see price is very close to that. MKH resistant has been roughly 2.96 and 3.25 become next resistant.

You know I am long term investor and always a bit conservative, so I collect when no body is talking about that like last week and during correction. When everyone say sell, I will buy. I hope you can hold some for long term. This is just the beginning.

The uptrend is caused by coverage of news paper and also helped by the rebound of dji and some foreign fund may join in again,

I believe there may be another round of sell down before next tapering talk and you may want to collect some then. It is important to look around for counters that have dropped last week but is not yet picked up by rally from last few days. I can see matrix is one of those.

Buy or sell at your own risk.

Slts, Viagra not good and only give you short excitement. I will like it to rise slowly and naturally and for longer term and better enjoyment. I never had one or need one :-),

It need to break the 3.9 first. Look at macd chart and it is reversing into positive. To get to 4.50 we need major foreign fund involvement and some positive news about the property market.
A lot of fund is in the wait and see mode because of the recent government intervention and tapering but I believe they are coming back short term before the next tapering meeting.
Personally I don't care much if the company make profit and the price will be adjusted. If not, they can always give bigger dividend like they do recently. Hope the first interim dividend is bigger than last year. It's definitely one of the undervalue stock that has not been picked up by others yet.
It is also looking after employee and their morale is good. They have cheap land and I believe the company will shine when the property market is booming again.

What I am not sure is how the GST will affect the market. Theoretically it should not increase the costs. There are a lot of other stuff that need to be bought for after moving into new house.

Anyway for property stock, I rate Matrix counter third after Ecoworld and MKH.

Kaliawke , are you serious? You must be the ultimate investor. Hold a share for 20 years. Congratulations.

25 of Feb is the date to be remembered and brace for fireworks few days before result is out.

Another gem gradually rise is Cbip. Not many people talk about it before. Study the business and very diversified. Another potential in next few years.

Alex Lu set target for 4 based on chart last night. Read his comment at nexttrade blog.

iafx, thanks for you kind advice. I believe indonesia based palm oil counter (fima corp) will experience the same problem. I will keep an eye.

It's true iafx. I am wondering why they don't purchase FX options to hedge against forex lost.

That's why I like this counter. It has diversified the business since 2008 and the plantation business has just started to contribute to the earnings and growing exponentially. If you look at how successful fima corp (6,400 ha) few years back, you will see the same happen in MKH in the near future except that MKH has more than double the area (14,400 ha).

If there is bubble next year, I am not too worry. The land they own is near the new MRT station that will be completed in 2017. They can develop it later while enjoying the profit of the plantation. Don't forget their unbilled sales of 503m.

I am sure property will bounce back in 2016. There is also a possibility of El Nino this Summer and that may push the price.

Good luck and keep this counter for long term and you will not regret.

Some company do give out bonus warrant if you have warrant. I am not holding this share long enough and perhaps other expert can answer this.

林俊松, I can't tell the future. But if the floatation story is real, then it's definitely possible to get there sooner. But don't take this seriously until it is confirmed.

I bought the share because of the profits will be growing around
69% CAGR FY13-16F. Either way it will get there in the long run. If the price is not appreciated and I am sure the management will share the profit by giving bonus and good dividend like in the pass two years.

The reason the price increase today may link to the talk of floatation of the plantation business

http://www.theedgemalaysia.com/business-news/273876-hot-stock-mkh-rises-8-on-possible-plantation-float.html

It is a bit like IOI plantation that float IOI the property but MKH is the other way round.

Each warrant has its exercise price and date. You can pay the exercise price to turn into mother share. A sample is below http://announcements.bursamalaysia.com/EDMS/EdmsWebh.nsf/LsvAllByID/43DD826903D085CF48257C6B005D75DF?OpenDocument

More details in this link
http://www.btimes.com.my/Current_News/BTIMES/articles/20140204235000/Article/index_html

The Second Penang Bridge opening is likely to see the entry of Eco World Development Group Bhd in Penang as the company looks to emerge as the biggest landowner in Batu Kawan. Eco World is participating in a request for proposal by Penang Development Corporation to buy 190ha on a hilllock close to the landing point of the new crossing between Batu Kawan in Seberang Prai and Batu Maung on the island. The winning bidder will have to develop a golf course on 60ha of the total 190ha plot. "Eco World is currently the only company that has shown interest in bidding for the land, for which the bid is expected to open at RM45 psf," a source said. (BT)

Good day for both Brem and MKH. As more and more people realise the undervalue state of MKH, it will move quicker.
I am wondering when OCK will start going to main board. It has been stagnant for quite sometime. It has the sukuk to build more towers and I expect the earning will increase next year.

Share buy back is good things for investor. I don't think it will affect the liquidity much as there are many warrants that are being converted to shares and dilute it. From the past few years it keep give out bonus shares. May be they will do that again?

I think asam means price will be doubled :-). Waiting for jaw dropping result in 11 days. Bear in mind the target price is for 12 months. There will be up and downs on the road but it will get there at the end.

Eco World Development Group Bhd is working on a new plan for
undeveloped parts of Kota Masai township in Johor that will reflect its new
owner. It gained control of this mature township, which still has 401ha of
landbank, after it took over Focal Aims Holdings Bhd last year. “The land would
be redesigned to incorporate properties, which will not be just aesthetically
pleasing, but also become vibrant habitats for sustainable green communities to

flourish,” chairman Tan Sri Rashid Abdul Manaf said in his statement in the
company’s first annual report. He also said the company would relaunch the
final 26 residential units at Saujana 0-Lot, a small high-end development in
Glenmarie near Shah Alam, Selangor. (Malaysian Insider)

http://www.nanyang.com/node/596481?tid=704
Testing 1.65 to first

Happpy Chinese new year. Finally I can have peacefully rest and have a cup of chinese tea. haha.

Ecoworld, 10% increase in two days, where to find.
I would expect more go news about ecoworld when Liew officially end his contract in April. Although Liew may help but remember all directors in Ecoworld are every experience, they can deliver something great themselves.

(FOMC) meeting today ended with the announcement of more taper – cutting monthly bond purchases by $10 billion a month to $65 billion. Prepare to collect cheap stock soon, good luck and take care.

Ecoworld annual report
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1530117

A chinese new year message from Tan Sri Liew

www.youtube.com/watch?v=CkwgbOX0og8

Just replace setia with ecoworld :-)

If you want to know why diversify too much is a problem, just look at our top 3 pick yesterday, although few are top gainers, HLCap and KLK are the big looser. Fortunately, I don't own these.

The problem with diversify too much is you don't have time to response quick enough for good or bad news so you don't know when to buy or sell.

If I want to diversity, I would choose something that I don't need to take care of too much like Dsonic, OCK, CBIP, Pres and MKH that I am sure will gain in long term and don't lose too much in down turn.

You have already experienced the biggest roller coaster in last few days and think about how quick you can response if you have too many counters. If you have only few, you know it is the best price to buy.

If you have time to follow news, oil and gas counter definitely give you more chance as it is quite volatile.

I would never SAI LANG as market is unpredictable.

I don't have experience of private placement but it sounds to me not a good thing for other share holders but good for the company. The private buyer can buy at a discount not from the market but they can sell in the market. So when then buy, price is not affected and but they can sell at a price lower than the market because they have discount. If the private buyer is a good one, then it may help to stabilise the share price just like the directors holding the share. If it is like hibiscus that sold to 5354 people, they will sell quickly when they have insider bad news.

Good day everyone, especially ecoworld. I have compiled the list and put the name next to the top stock even though it is not your top pick.
All of you guys are join winner :-) and I am the loser. However, I am a happy man today because in my real portfolio, most of them are in top 30.


PANAMY
UTDPLT
NESTLE (asamlaksa +1)
BAT (chrollo +1)
ECOWLD (chinesetea, invest1818)
HLFG
MPI
ALLIANZ
UMW
HIBISCS-WA
KOSSAN (invest1818+1)
POS
HIBISCS
PESTECH
LAFMSIA
DIN045801028
PBBANK (chinesetea)
IJMPLNT
MISC
GAMUDA
MKH-WB
PPB
BIMB
TENAGA
PETDAG
BRAHIMS
KAREX (invest1818, chinesetea)
PERISAI
MUHIBAH
INTEGRA

Now I hope you understand what I mean by growth stock. Forget about the 1% dividend. A day's increase of +0.28 is much better than a dividend stock.