What CAN WE DO???????

Vote PAS/DAP etc...

CPO-related counter doing bad today....

RSAWIT (over-priced counter) down another 1% to 92sen
TSH (over-promised counter)almost free fall...low 2.18
CEPAT down 2.6%
BKAWAN down 1% too (under-valued but buy later)

Check back old records, I bought a 500GB in May 2011, for RM270.90

I am going to buy a 1TB harddisk tomorrow.... wonder what is the price...

complete silence for another days... now, the Market Cap is so much lower than the CASH in HAND... what a special company.

emm... i miss the boat, or I didn't?

In theory, in the 'inefficient market', it can goes totally different direction.

KLK is UP but BKAWAN is down.

The GAP between the Value and the Price is widen, it posts an opportunity for Value Investor.

BKAWAN is now at very attractive PE as a giant company, below 10x, partly because of the share buyback up to 4.54% now, hence increase the EPS.

FROM MY BROKER:

FUTURE DEC DOWN RM209, CLOSED AT RM2,255 (LOWEST SINCE JULY 2010)

BE READY FOR MARKET CORRECTION (PLANTATION COUNTERS), DUE VERY SOON.

OVER-PRICED LIKE....
- TSH
- RSAWIT

OTHERS ALSO KENA
- KFIMA
- KLK
- IOI

Quarter results and dividend to be announced within next week. Look like good news ahead.

Took some profit for extra shares bought last month...

Target price RM2.60 to sell 2 lots
Target price RM2.70 to sell another 2 lots

Of course, always buy-back on weakness...

Don't worry, you will get it at RM1.30 one day soon...

Market is not efficient.

It become an opportunity for Contrarian to buy at low price.

Announced on 27.9.2012

On behalf of the Board of icapital.biz Berhad, we wish to announce that the Net Asset Value per share of icapital.biz Berhad as at 26 September 2012 was RM2.92.

Bursa iCap Quarter Report for 31 Aug 2012

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1068293

From NECRO, read above post.

My understanding, it is <5% based on the info from Prospectus...

Low DY = High Risk for Principal.

Gross DY 4.8%, for institutional investor, the NET DY is 3.6%

under-valued, plenty of stock like this in Bursa. Be Patience....

Yup, another Under-Valued giant....

Only Pakatan Rakyat can and dare to do something the Structural Weaknesses...

More sharing from more people to make this community more vibrant.

My understanding....

IGB (father) holds 75.13% in KASSETS (son)

KASSETS holds 83.54% in IGBREIT (grandson)

Why IGBREIT so much more valuable than IGB???

Does it mean, IGB is seriously under-valued?

Deal Completed for RM1.6b, for a company with 1.5b shares.

i.e. > RM1.06 CASH per share but share price only 68 sen now?

Good chance to take profit now... high volume to push price up...

New 4-week low today 2.19... going to 2.00???

Take profit when you can, please read alex lu's blog.

http://nexttrade.blogspot.com/2012/09/hwgb-light-bulb-moment.html

Buy low, big profit.
Buy high, sometime, no profit.

Just be patience, plenty of opportunity in the market.

queue to enter again at 1.11

What is the DY for IGBREIT?

It is low.... then why volume is high and price is high?

It is the 'market'.

Just be aware... price will meet value, soon.

IGB REIT up;
IGB down.

Why???

wow, 4-week low today. what happening?? Created by Market Maker?

Share buy back is already 4.11% (max 10%).... the more they buy, the better for us. (not yet having position after sold in Jul 2012) .... (luckily...)

very strong buy this week, likely to breakout as next quarter results to be released in 2~3 weeks... target RM2.70.

To wait for plantation stock down further, still too high at current condition, low CPO price, high stockpiles, high duty.

Is this really good investment or a bailout?

There are not much upside for the share price now as the financials are almost the same with two years ago... no significant growth. Thus, this counter is deemed fully-valued, no point to re-enter if you have taken profit.

Multico
Small Market Cap, RM62.6m based on RM1.40
Good financials over past 12 quarters
Reasonable DY (if bought below RM1.00)
Low PE but not very low.
High EY but not very high.

Business Risk
- Subject to major contract from Proton

hi tony, good profit you have, 100% when sold at 1.60.

I have no detailed coverage on this stock yet, have no position yet. Just under watchlist. (you know lah, bullet not enough)...

Fund must be punishing this company for the bailout.

Is this a failing knife OR opportunity buy?

Have to be Patience to wait for the counter be fully valued, while collecting NOT TOO BAD dividend.

Look like going to create new 52-w low. Why investor so negative about the proposed acquisition? Bad investment?

Good Sharing. Look like this Multico really fit the profile of good quality stock.

To buy a share with share price < NTA

ORIENT
EUPE
HIGHTEC

and many more...

PPB may be good and defensive but the earnings (margin) is a problem to be overcome...

May be.... Wilmar will be bottom out soon...

Interesting.... good for case study.

Luckily sold all last week... now queue to buy back..

YoYo swing counter is the best for trading within comfort zone.

I view quarterly results on long term basis.... whether the growth is sustainable, growing or hiccup etc...

E.g.... will monitor OLDTOWN as the story about CHINA etc... I bet the next quarter results prove the story not bankable.

Price is under-valued by >50% as per TP by AMMB and the rights to use the land (one particular piece) is already more than/approximate current share price.

complete silence...

With huge cash pile, if KFIMA declares more dividend per share, the share price will increased, for sure.

ESOS - Generally, staff will dispose if the gap is big, to take immediate 'bonus'. Too much ESOS will affects but I believe is short term.

Next quarter results - if growth on track, TP RM3.21 should be coming soon...

Q to sell @ 46

it is about valuation?

pradeep give lower PE factor than PublicInvest?

RM2.80 is a fair value too good to be realised at current moment, subject to the following:-
- ESOS
- Dividend Yield
- Next quarter Performance

Why the price still so so low??

sell (high) now and buy (low) back later... that is the game....

even for Benalec.... this is not NESTLE.