If next quarter result is as good as the last one, how much will it worth? Can collect again when it re-bounce after correction?

if poor quarter like this can also fly, cannot imagine what price it can reach when next quarter result is out after the backlog is cleared and the shortage of wafers is resolved.
Inari is one of the best dividend and growth stock backed by large guns :-)
The size of this Apple malaysia is growing rapidly and it is unstoppable!

https://uk.finance.yahoo.com/news/china-wireless-carriers-slash-contract-104734456.html

This will spur very high demand for 4G mobile. I think inari need to build more factory :-)

All corporate exercise has completed. target 7 billion sales this year.
I see aggressive launch advert in London with Ballymore started recently. Also open gallery in Singapore.

http://www.theedgeproperty.com/my/content/ecoworld-opens-international-gallery-singapore

Majority shareholders and from big fund. Selling/Buying everyday is from retailer only.
I believe this will be the public bank of the property market.


Now sit and hold tight!

Congratulations to those who has the patiences to keep SAM and takaful, ifcamsc, iqgroup.

Yeah, we miss Penny king. Probably earn enough and retired :-)

Great news!! Thanks to Nody who spotted this gem

whack, call me friend ok lah. I only learn and share here. Not sifu at all. I am still holding eg, kesm. The valuation/price is so cheap. Up down a bit I don't care. I want to earn big.
CMSB like pmetal, go shares give good dividend. Expanding all the time. So whenever there is sell down, I will collect more.

Thanks for matakuda for sharing. Kuda hitam, mari mari :-) . Acquisition goes through and we can see it will first achieve Noby's target. Then wait for TA securities to upgrade their TP ! Huat

Hi whack, that's for the link a greetings. Feel energised!
cmsb moving :-)

Come let's discuss about 11mp. Who can benefit?
More telco contracts?

tjhldg taiko is here!!, I got good feeling it it will register incredible height end of this month. When engine starts the white hair boss will push it like no tomorrow :-)

Calvin
CMSB =
Cruise Missile Supersonic Blast
Target 11MP

Potential is there especially the boss has the vision that more future car will be more complex with electronics. This will be a revolution.
Diam diam collect when no one notice. If turn around is materialized, no more this price. Investing always carries risk but it's a calculated risk.
:-)

Cantik... Strong counter with lost of potential. Keep one for few years like public bank . No need to switch here and there. It will give bonus again.

http://unclezmalaysia.blogspot.co.uk/2015/03/are-you-doing-investment-in-stock-market.html
must read!

Personally I like unclez strategy and I am holding some stocks for very long time like his recommendations including takaful for several years. But it is easier said than done. When there was correction recently, I am sure most of us has doubt whether that was the wise advice. Luckily at the end it turned out quite well for hovid and presbhd and we will see whether his other recommendation will follow. we need to learn from old sifu. I am only beginner and has much to learn from others. So don't call me sifu.

As we cannot time the market most of the time, as long as the stock keep giving me dividend during correction, I am ok. But some have good eyes like trader and can in and out. It's much more fun but also risky.

I am trying out 80-90% of my portfolio with good long term one and use 10% for punting. So far my portfolio give me 20-40% growth per year. In recent correction it nearly wipe out all gain but luckily didn't sell much and mostly recover. I am still learning and has to tweak accordingly

No one got perfect strategies and you have to pick one that suits you.
I hope everyone respect each other method and come here to share but not bashing each other. We are inexperienced and that's why we come here to share and learn or else we will be sitting at trading floor of investment bank or hedge fund.

Anyway, 11th Malaysia Plan next month. Any guest which counter will benefit. I heard there is a green theme? Electric cars? More goodies for Sawarak - CMSB, Naim etc?

slts, long time no see. I am waiting for your call in inari and I will start buying again :-). It's good to see you here.

After bull, sure bear will come but never know the timing but need to get prepare. I agree with you slts. Cannot put too many Pennies in portfolio. It give you massive gain and the opposite is also huge during bear. I think we have forgotten the recent lesson. So I agree to lock in some profit into cash and also in heavy weight. Tech counters are good Siva but has to spread your risk a bit. Heard about tech bubble before? When the price higher than valuation, need to stop and think.

:-)

Jt quite right about roe, other similar company like vitrox , Gtronic, elsoft, mmsv all good roe. That's why their price already rise so much. Can kesm become better after investment for new testers and acquisition, we have to wait and see , but at least we see some growth story here. Perhaps a good time to collect while it is still at its infancy?

Based on noby analysis, after acquisition may see double digit roe.

I don't own any of QL shares :-)

Very professional writing

brother tewname, unclez counter memang bagus. Keep long term and simple few years. I still own some unclez shares and added a lot more ecoworld. Price very stable and hope in few years time can be like presbhd, hovid. 20-100% :-)

I am watching kesm. Seems quite attractive if acquisition happen in first half.

Thanks Noby. Quite a good potentioal :-)

sorry for not participating actively lately. Been busy with work and only come back from big holiday. I have not traded stock lately. My only few purchases lately were pharma and century.

Siva, your frontkn really kuat. I shall give you the Penny King title!
Keep up the good work. Once I have gain back my strength and will come and contribute more. Stick with unclez recommendation. His stock mostly recover and exceeded our expectation. The only one that is waiting to fly is dsonic. Not sure he is still holding :-)

Finally it is shining after few months waiting :-). Watch out for EG industry also

wow!!!

next VS?

8907, pe<4

Hi all, very busy lately. Watch out for EG ! Good luck.

fantastic result. Judge from the time it was start selling down, most likely force selling then follow by panic sell. Monday can buy from cheap sale, wo hoo!!!

Submitted!!

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1886253

lching, v.s. industry PE10.52. 2020 is for future, Also look at those that is not appreciated yet.
vitrox of course is good share and I have been recommending this since two years ago

One share become 5 shares

Tomorrow good result? Then newspapers may report. Rerating?

:-)

Thanks 1n1792. Aiyo so little people come to greet each other meh. Everyone want fatt choy but do not want gong xi.

Happy Chinese New Year. Today Tan sri Liew give ang pao. :-)

Eftee
http://www.bursamalaysia.com/corporate/about-us/holidays/
No gan joing, buy again after cny.

Happy Chinese New year. Close like this, very likely got fireworks to see when it open again after cny
Enjoy time with family, drink chinesetea and buy coffee machine. Lol

Many take profit because of cny and yet vs still perform well. Think about it after cny, how will it perform? Can open like fireworks after cny, pang72?

I am wondering anyone still holding mitra since we talk about it when it was between 0.8 and 0.9 sens. UncleT really good and he is still holding that but I think most of us do not have patience. Vitrox another one.

High apini, long time no see. Fy16 pe 10 is based on higher eps. Therefore the target price is 4.5.
My comparison is between current vs pe with other competitors.
If competitors or similar company price at 17-20. Then either VS is undervalued at pe9 or the other are over priced.
If vs is undervalued, you can see why I think current price is a steal.

The key will be this year earning as the growth percentage will be much higher due to new business line. If look at competitors earning, we can project the coming quarter will be good. This is just my assumptions. So buy a bit now and if good result buy more. The problem is when result turn out to be very good, then no longer you can get such price, judge from how quick the price increase without any result.
Of course the flip side is when result not as good, then you may get cheaper. You need to make your own judgement.
Majority including directors and employee seems confident enough to invest.

In 2016 the growth will be less year on year particularly the coffee machine. It may down to the keurig cold that make soda.
But the management know such risk and start diversifying to solar industry.

So now I think it is the best time to buy if overall market is bullish. For my self I buy in steps. 20% first and if break resistance I buy 20% more and when everything according to plan and continue up trend I buy more. When correction if rebound on support I also buy more. I am sure everyone have their own strategy.

Of course as usual buy or sell at your own risk.
If you have different view, please also share.

Good luck.

Keep adding and you will not get this price soon.

There are 3 business that can improve earnings
-Zodiac pool cleaners - 900%
-Dyson new model
-K2 Coffee machine.
All above will have great sales in summar and Christmas period.
So if they want to deliver the product at Summer, order should be in for VS to start manufacturing now

Solar panel -> New entry and will add to profit substantially in the future.

-USD/MYR add more profit to this quarter.

Next year, we don't know as it may be harder to grow when company is larger, this year, eps can increase substantially

The PE of closest competitor is SKPRES that make dyson is 20.88.
MPI 17.38

For VS RHB give target based on FY16 PE10

Now VS PE is 9.46. Tell me what is the fare price even earning remains unchange?

Btw, we have been discussing such gem since last year as well as ifcamsc, vitrox and etc. There are more like this. Visit us
http://klse.i3investor.com/servlets/forum/900610971.jsp

Happy Chinese new year.

We are amateur. I suggest pay some fee to OTB to learn his stuff.

Count down starts now. Be ready. 10-15 days :-)

23.86% , mitra, wow, vs, wow

Ecoworld my pick for long term stock .

Vs, nice

'Tink, light bulb moment' brilliant idea! Keurig chinesetea brewer : +Keurig Dim Sum Maker :-)

JN88, you are right. I have been waiting for two years till recently before split to buy :-). So nice they have done the scare scaremongering for us. Ok I keep quiet for now and diam diam collect ;-)
I hope they can come up with more negative.