Yes, Siva. Don't really know what to expect since profit 4x last year. You know I like good fundamental and keep long. For short term, 1792 May help you to find target.

Mitra too late, can be another small correction, if there is any, then collect more. Buyback may set the support price. Depends on market sentiment, thanks for sharing eg.

I have been collecting this :-)
http://www.youtube.com/watch?v=7ufGxqxeBJE

http://www.thestar.com.my/Business/Business-News/2014/05/28/Naim-Holdings-profit-more-than-doubled/
Profit, eps double. Taib linked counter. Move with other Sarawak counter like cmsb and dayang.
It rise slowly but good to keep for long term.

MKH - Wah haha.
Coastal also got good result -> EPS 56% improvement over 1st Q in 2013
This gem will surge above RM5 sooner or later
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1638221

http://www.thestar.com.my/Business/Business-News/2014/05/27/MKH-Q2-earnings-surge-300pct-to-RM50pt7m/
Brilliant result for mkh

Absolutely asam. Brother Siva also know the tricks, shhh :-)

Dsonic - can laugh or not? :-)
Well done for those that have patience.
Make sure to save bullet to buy good tomato.

Sifu talking again
http://unclezmalaysia.blogspot.co.uk/2014/05/s-500-closes-above-1900-for-first-time.html

Be patience, wait for q result next week and report in newspaper :-), close green already good enough and don't expect rise rapidly everyday, more healthier and avoid kena UMA.

tew, Vitrox quarter result out soon. So too late, never chase high.
If anyone want to buy something, coastal. The result will be out next week and good for long term

Finally Vitrox that uncleT recommended reach above RM2. Don't ask whether you still can buy :-)

Siva, inari already said wait for show.

Mkh need to wait for el nino
http://www.thewire.com/national/2014/05/el-nino-2014-refresher/371188/
If not happen then el pipo, call police, :-)
That affect all plantations stock and push up Palm oil price. Floatation story will appear again sometime after quarter result. This is biggest catalyst. Dir also strengthen, so the lost of force may be reduced.

Hope this helps. Hovid for long term so can drink anytime.

Wait for correction and watch out for U.S. treasury movement that affect stock price in dji and klci

Thanks but not all the time lah. After eating into nasi brahim, lausai a bit. Should have done my home work to check the fibo retracement 34% @ 2.01 . Need to drink hovid tea to cure it :-)

waw, for a moment, I thought it is a typo (lysaght) and you meant lausai.

Wah, look at the chart like hot air baloon in the sky.

Thanks for the heads up. I will have a look for these stocks.

Semua diam diam makan tomato? Siva, wait for show when dj bounce. Inari need to behave before going to main board. I am wondering whether it need to do pp to comply with main baord rules.

Asam, brahim will give us diabetes when its sugar business gain traction. Brahim back to my portfolio thanks to asam's reminder.

Anyway here's my rough analysis of MITRA

The reason I think Mitra is a good buy,

1. The landbank it owns only booked at 160.5m but can be worth 4 times more. About 450 acres of land and will last them for 4 years of development

2. The profit has rebounced/breakout. It used to do well in 2011 but not so well in 2012 and 2013. This is a way to get undervalue shares. The price is low because of reflection of previous earning. If you can forecast the earning and buy before the price is appreciated then you will bag the profit when it is fully valued. The current PE is also attractive in comparison to competitors. I assume there will be a surge in demand for property before GST kick in and when people get use to the cooling measure of government. The uncertainty in neighbour countries such as Thailand and Vietname will encourage investor to put more Money in Malaysia that is slightly more stable. Singapore is more stable but too expensive, so Malaysia is a safe heaven. Company that can deliver expensive property will able to sell to foreigners.

3. More contract secure such as from UEM Sunraise and PHB. The order book is strong at 1.2b and I espect profit will grow roughly 40-50% in 2014.

4. I like its portfolio that is very diversified. It has property development, manufacturing and trading, healtcare and etc. (Sample, Own 51% of Optimax, manage 152 acres of golf course, unclez will like this :-) , altought it is in South Africa).

5. Chart - Only for short term buyer -> it has broke out recently the triangle thingy :-) and stays above all moving averages. First it need to break 0.87 resistant and if that is broken, its next target will be RM1, 1.13 and RM1.3. Please note this is only my half baked, cinchai technical Analysis :-). 1792 more zun/accurate in chart. The price may retrace if it does not break the resistant and you may wait for next cycle up. So B/S at your own risk. I buy it because of its future prospect until FY15 and potential of 30-40% upside of today's closing price.

asam : nasi sudah cold for some time and no body want to eat. It's time to panas and goreng again. Tambah sikit sugar to tea, taste better :-)

The stock I recommend is mitra, very good roe and potential. Wait for correction and buy and will be good. I will post more info later. Some of you are clever to guess it right. Talk to you later.

For those who hold Latitud and Pohuat, keep an eye on the news. The production is affected and will affect the counter short term. Most equipment are insured but will take time to recover. (Time to buy better machine/equipment :-) )

Don't think it is as serious as Thailand protest.

tew, it means it is over the 33% cash limit and therefore in danger.
I wouldn't worry too much if a company got too many cash in hand even it is not compliant. Most company can only dream of having cash as most of them got debt.

Btw, I have been collecting a small stock that is about to cross RM1. Will post more info here if anyone interested. Watch this space.

Tew, this one
http://klse.i3investor.com/blogs/rhb/52011.jsp

Ock, Yeh another bonus. Wow seems most of our stock got bonus. Now transfer to main market proposal will drive this above RM2 like inari but make sure don't chase high.

I think Latitud and inari will be the next. hehe

pacik, tew, see the link I post

zoom, cash/asset ratio of > 33% , it is slightly above but it can be reduced by spending -> give us more dividend :-)

See following for criteria

http://research.maybank-ib.com/pdf/document/Shariah_compliance_20130917_MKE_5038.pdf

http://klse.i3investor.com/blogs/rhb/52011.jsp

Top 5 pick of shariah compliant stock -> all mentioned in this thread before. So keep an eye and buy during correction especially coastal. Most contract is after June

Coastal, Dayang, takaful, TM, CMSB

Asam, thanks for your advice.

Eco - I think they need to keep the price down to sell the warrant and pp.

btw, sarawak energy and telecom industry is booming soon and along with sarawak counters due to SCORE (Sarawak Corridor of Renewable Energy). I think scable will move by then, altough I have not bought any scable. Apart from OCK, CMSB will be one of the beneficiary for the 1.5 billion to build towers if they manage to take over Sacofa.

Agree with you about presbhd. I think today should be the bottom but keep an eye on 60 minute chart daily to see bounce back. Long term holder is fine.

Wah!!
http://klse.i3investor.com/blogs/cimbresearchklse/51912.jsp

btw, hopefully someone pick up NAIM when I mentioned it two days ago at 3.84

1n1792 FYI
http://hongwei85.blogspot.co.uk/2014/05/destini.html

It's crony counter for sure. So low to exchange for influence on something, I guess. You never know what happen behind the scene.

1n1792 - Destini, depends on who they sell it to.

If they sell it to investor, then it is good for long term
http://www.thestar.com.my/Business/Business-News/2013/08/05/OCK-Group-sees-stake-traded-offmarket.aspx/

DGoose - Be careful when no announcement and if you don't have holding power for it and you may get a roast goose :-)

Anyway in long term it should be good as not only it print cards, it also provide the machine to each petro station and the system to handle the transactions. These machines need maintenance and can be upgraded to handle something else, my wild guess. Who knows how many machine they will provide and perhaps also sell machines to handle BR1M? Don't forget medical records and other area.

Ecoworld - my wild guess ok - watch out for the warrant announcement. It will fly after that. The issuer need to collect mother to hedge the warrant and mother price cannot be too high or else exercise price will be high and no one will buy it. We have seen this repeat for several counters recently like coastal, karex, cmsb, dsonic

Zoom, Maxis, Celcom, Umob not on the list because it is not in Dr Nazri's portfolio :-) He recommend what he buys.

I assume more people will drink beers, eating peanuts, biscuit, buy hd tv :-)

btw, our goose is about to fly soon. Hope it flies the right direction :-)

Although it is no always correct but this theory is not unfounded.

You can check the last 5 years chart and see the dip in the middle of the each year with the exception of last year. So people that play short term has to be careful. If you study carefully, then you will get a good bargain at the bottom of the correction. For example, a lot of profit has been made if you bought in beginning of Feb when the tapering news was out.

https://uk.finance.yahoo.com/q/ta?=5y&s=%5EDJI&l=on&z=l&q=l&c=%5EKLSE&ql=1

Dji may also be on the way down to correction (look at the w%r chart) so be careful as KLSE seems to follow the similar trend

https://uk.finance.yahoo.com/q/ta?s=%5EDJI&t=6m&l=on&z=l&q=l&p=&a=w14%2Cm26-12-9&c=%5EKLSE&vm=

If people sell in May, then it is indeed a good opportunity to buy good fundamental stocks. Just need to watch the forum and if less and less people post, then it's a good time to buy :-)

Recently a lot of sarawak counters have been oversold. One of the good stock is NAIM and it is currently retraced to very close to previous resistant.

MKH and latitud need to hold few more quarters to see real value.
Don't know why Latitud is associated with world cup. More people buying chairs to watch world cup?

Btw, if TM and Digi is on the worldcup list, so as timecom. More bandwidth will be consumed.

I have noticed timecom always move inline with digi. Possibly due to the digi shares owned by timecom.

Some optikus here who hide under different names and tell lies upon lies and still have face to post here to act like sifu. Here is some of my favourite pick

1. Iris won the MyKad contract and sold to chinese (may be chinese tea haha)
2. designated
3. bonus rejected
4. meet with cbb four days a week (may be his mate? )
5. Add to the list of lies here...

One thing he was right that the price drop. If you say the same thing everyday, sure you will be right lah. Which counter up the price everyday?

Anyway, kudo to true investor like Pavilion that talk facts. I have not sold any DSonic from day one and keep collecting whenever price is under correction.

Dsonic has contract until 2016 that will provide steady earning. Will they earn more contract within two years?

Stay vigilant and good luck. B/S at your own risk

P.e. above 70, price still rising? This is one of the example we don't look at Pe when we expect growth from the company. Most people miss this opportunity when the price was 3.6 and Pe was considered high. Sometimes we need to look beyond the number.

Now it is clear that in the future ecoworld sdn bhd profit will be included in future earning.

Have you missed out other high Pe stock? Of course you need to study th potential of the company before jump in.

zoom typo is modified :-).
asam, thanks for clarification.

Any, I am still holding all the shares without selling any. Stick to my rule, if fundamental is not changed, do not sell.

I may sell some for my next big holiday :-)

Asam is quite conservative :-). Tan Sri got lots of cash after selling setia share. Will he
1. Put it in savings or
2. Become share holder or
3. Buy another company
4. Buy more land


Remember the 5b injection they planned initially?
Where will they get the money from?
Private placement and sell it to Tan Sri

Hi miss you guys a lot. Finally back to work today after a long Easter holiday and really good relax without sticking to the screen.

Need sometime to catch up, a quick look on inari, it has been consolidating quite sometime and two days ago was the best time to buy.

I will teach you guys how to do this when we gather ;-).

Hi, just drop by to say hello, still on leave and finally find some place with WiFi. Hope you have had some bargain.
I have a 4 year old cousin who always copy what I said. Looks like there is a same big kid here who not only says runnn but copy my words too. Lol. I thought he was better than this, so disappointed but same camp.
basher do help to get bargain, and the basher I respected most is slt but optimus or shall I call optikus as he like names, kiki, just ignore him.
See you next week.

Timecom need to close 4.35 before breaking New height. Based on volume and momentum, it can be reached soon considering the bad sentiment today not affecting the counter at all. Good luck.
Karex, I have owned it a long time ago, should have tip you to top up when it was under correction. I don't suggest to go in any more. Hope everyone learnt the lesson.

I will be on leave. Talk to you guys when I get back.

We discuss matter here. No email thanks.

Something is brewing. I am in !!

Timecom,

1. Business wise, I like to invest on something that is essential such as utilities because less affected by economy. Good or bad economy, you still need to use electricity, water, phone and etc. This is similar to Karex, Dsonic, ock
2. The company has a policy to payout 25% profit as dividend. With increasing profit every year, this is a good stock to keep especially we may in the bear market soon after several years of bull.
3. Own digi shares. Digi shares has been rising and we know Digi pay good dividend. Timecom own nearly 4% shares and dividend income from digi shares is good.
4. The company own a lot of fibre network that is essential for increasing demand of high internet speed.
You can study more about the counter such as Pe, eps and peg ratio.
As unclez said a good counter need some speculation. With recent merger and acquisitions of several big names such as tm gpacket, others will not sit still. What will happen to timecom, we have to wait and see but UncleT has definitely spotted something is brewing as fund start collecting this stock.

B/s at your own risk.

Not to be confused with unclez recommendations, tomorrow will post the counter. Watch this space.

Hovid;-)

Please take note at page 4 - particular point 1.

They have plan to expand to new geographical area. Malaysia alone is providing massive benefit for dsonic profit. They are now focusing on more countries. I have also said before that they buy this for synergy (cost cutting).

You can also look at the table the kind of cards they manufacture. If IRIS warn that they want to win contracts over dsonic, don't you think dsonic will sit still? I think dsonic is in a better position to win over IRIS existing contract in other geographical area just as they won the MyKad contract from them. If you are long term investor, ignore the noise here. Most people here just want to earn a quick money. For long term investor, be focus and don't kill the golden goose. I am sure those people that sell will need to pay a higher price to buy back later. For those who has bought above 4. Don't be disappointed. It will get there soon.

Following are the key take away for the reason of acquiring APCS

1. To create synergies to Datasonic’s smartcard business segment enabling
Datasonic to offer a wider range of products and expansion into new
geographical areas.


2. To enable Datasonic to mitigate its potential risks of competition and to protect
Datasonic’s business in the smartcard industry.

3. The existing technological know-how, expertise and skill sets in APCS will
help to accelerate Datasonic’s business expansion plans.

4. To enable Datasonic to achieve greater economies of scale which support
further cost savings as a result of better control of the supply chain of its
smartcard products and related services.

Ah pek, 3,800 only enough for tips lah. If you want to study what is major disposal
visit digi. Every few days few thousands lot (1 lot 1000, I am old ok) are disposed or acquired. If you buy/sell based on such small amount, you will be really busy.

http://klse.i3investor.com/servlets/stk/announce/6947.jsp

When director sell few thousands lot then only start noticing.

Instead of looking at director selling kecil shares, star
read this more important new announcement instead

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1592541

The purchase of APCS. Look at their capacity. Each year they can manufacture few hundred millions of card.

Think carefully, if you do not have a business plan and confidence to get more contract, why buying such a huge company?

I believe the contract is in the bag!! It's up to you to decide.

The MRT is really helping the development around. Many famous company including Ecoworld also there. Can't be wrong. With recent election, it has become well known place. People used to ridicule that this is kacang counter, when we bought few months ago. I believe what asam says as he live near by and actually see it.

wow really. That was my prediction as well on the day PRESBHD propose bonus
after DSONIC, PRESBHD, MKH, KAREX, AEON(ok, this one I bought it after propose).

Ok. If you think I am that Lucky, the next one I predict will be either Latitud or Inari. Both are sitting on good reserve.

Sounds like PM Corp. So don't like it, sorry :-)