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2018-08-16 14:36 | Report Abuse
margin called was just a legitimate excuse for h to cast out...孙子兵法 叫做 金蝉脱壳
2018-08-16 14:34 | Report Abuse
he will write about it when time is right...
2018-08-16 13:54 | Report Abuse
The up trend was due to heavy accumulation by unit trust funds ....
2018-08-16 13:46 | Report Abuse
Kyy is teaching CEO Ang a lesson.... wait for warrant right issue to be called off
2018-08-05 22:17 | Report Abuse
who cheat who ? don't join the game when your skill has not yet reached the market standard..
2018-08-05 22:13 | Report Abuse
I thought come back again when it reaches 30 sen
2018-08-02 10:25 | Report Abuse
KYY is unloading...
2018-07-27 19:07 | Report Abuse
The purpose of the sell-down is to kill off the warrant right issue proposal..
2018-07-27 19:06 | Report Abuse
i see KYY's disposal is intentionally.. to teach the CEO a lesson.. disposal will be all the way till 80/90 range
2018-07-19 18:05 | Report Abuse
(74~49.5)x 0.618 49.5= 64.64....so support line is 64.5/65 ,to reach there by tomorrow or Monday
2018-02-22 09:28 | Report Abuse
My evaluation on Aemulus was using “ market intelligence extrapolation” techniques.. which is a skill that most people can't comprehend it..just like at the beginning of 2017 when I picked on PUC La at 4 sen .
2018-02-21 16:10 | Report Abuse
SHGuah, yes, I was the one who told the board that issueing free warrant at strategic moment will bring maximum benefits to shareholders overtime...
2018-02-20 22:28 | Report Abuse
A case study of Samchem.
Recently everyone is looking at the rally of crude oil price and hoping to take advantage of it. The most obvious candidates are those who are at downstream. These include refinery, petrochemical manufacturers and storage. In Malaysia, such companies include Petronas Dagangan, Petronas Chemical and Lotte Titan Chemical. All of them are well known multinational business that play on global scale and thus are sensitive to global prices. But given their well-known brand and status, they are also commanding a high level PE range 16 - 20. And some of them don't really grow to well relative to their PE and ROE. They might have reasonable dividend pattern or policy, but most are heavy-weight that offer less opportunity to grow in term of business or share price.
Looking further, people are actively investing in HengYuan and PetronM. Both are previously blue-chip names, Shell and ExxonMobile, taken over by Chinese and Philippines companies. They are refinery that command margins from their refinery and subject to world market conditions. Given the fluctuations of crude oil prices and the downtime maintenance for their refinery, there are many unpredictable factor. The recent rally of share price relative to their business nature are quite overly justified.
The key to taking advantage of the current rally of crude oil price is to capture the change of tide. This change of tide will be able to propel companies into greater height, not just enabling them to enjoy extraordinary profit in extraordinary times, but become a next level player.
Scanning the radar, an investors' favourite comes up: Luxchem. It has both manufacture and trading divisions and been enjoying growth for the past few years. Its profit margin is high, given that it's manufacturing segment commanding a 15% level margin. But the recent rally of crude oil price might have impacted the manufacturing profit, reducing its manufacturing profits before tax from RM28 mil to RM25 mil. Given such circumstances, it might not be a suitable time to go in.
But then, another company name came up: Samchem.
Established 1989, the core business for Samchem is in Distribution of Chemicals. Samchem provide the service of distribution, bulk breaking (into drums or smaller packaging), blending of specialised chemical. Samchem represents Samchem represents the largest petrochemical companies in the business today – ExxonMobil Chemical, Shell, Petronas, BASF. Products from all these suppliers are visible in wide range of products such as paints, cars, printing inks, adhesives, agriculture, household and personal care, etc.
Samchem revenue is almost RM1 billion, with 3 main market contributors: Malaysia 50%, Vietnam 35%, Indonesia 15%. Vietnam and Indonesia are both fast growing market with huge potential given their total population is 10x of Malaysia population. This is quite significant as the company would requires to grow and capture new market given that they represent established brand. Once Samchem is able to capture a foothold in the market, it will able to maintain a top 3 position in the respective country it operate.
No matter how lucrative the potential, a business can't sustain if the condition is not favourable. Fortunately, the recent rally of crude oil price create a favourable market condition that Samchem operates in. A higher oil prices lead to higher selling price for chemicals and leads to higher revenue, in turn leads to higher profits. Evidently, its profit increased and ROE has been steadily increase from 8% to 15%. Samchem 2018 profit should be RM17 mil to RM20 mil. At 220 mil shares, this translate into 8 sen EPS or PE of 14 based on RM1.16. Given the recent steady increase of oil price, Samchem should able to maintain its profit. Also, Samchem is proposing to list its subsidiary at Vietnam. This should be interpret as a confidence in its subsidiary.
All in all, I believe Samchem is a good investment based on few factor:
1) An increasing ROE, from 8% to 15%. ROE is crucial to determine the capital efficiency of the company. Fund managers will screen company based on this indicator.
2) At current price, the dividend yield is 3%, good to receive cash to purchase more shares or at least cover interest if you have margin account.
3) With 8 sen EPS, the company PE is 14, lower PE than others big brand company but also a proxy to them given Samchem is the distributor for them;
4) The listing of Vietnam subsidiary. This is crucial as the company might finally able to realise its investment there and the subsidiary can access to capital market on its own for more funding. More firepower to support other key growing market such as Indonesia;
If you are thinking of downstream refinery, think again. Samchem is the distributor of these big brand company:
http://www.samchemlubricants.com/
PS: Samchem going to release quarterly result soon, presumably this week.
2018-02-20 07:23 | Report Abuse
I think the hearsay of wechat tight up should be for presto expansion into China market,as for Malaysian market PUC e-wallet is sufficient to cater for the need of presto expansion..
2018-02-15 22:42 | Report Abuse
Only ignorant investors can't see the important of PW acquisition...
2018-02-15 09:46 | Report Abuse
“ Change of tide ” means 处于青春发育期…fast growth period ...
2018-02-15 09:21 | Report Abuse
For 52 weeks , based on Fibonacci principle ,Aemulus is set to rebound within next few trading days...the calculation is (75-30)x0.382+30=47.2...
2018-02-14 23:16 | Report Abuse
According to our market intelligence, Aemulus is likely to experience a change of tide for next couple of years, that was the reason we rush up from Johor Baru and Kuala lumpur to attend the AGM on 2 February and proposed to BOD to issue free warrant at current strategic moment, so that the shareholders only can get best benefits in coming 2 to 3 years...
2018-02-14 10:48 | Report Abuse
No worry,once the BOD has agreed to issue free warrant ,we 108 strategic value investing group will go into the market to support it...
2018-02-09 18:18 | Report Abuse
Kkeong97, swap your fund to Econbhd wa
2018-02-09 18:13 | Report Abuse
Did your remisier tell you that someone explained to BOD the importance of issueing free warrants at strategic moment that only can bring maximum benefits to shareholders ?
2018-02-09 17:36 | Report Abuse
Lee Yih Yeong, were you in AGM yesterday ?
2018-02-09 17:35 | Report Abuse
how you know free warrants will be next year ?
2018-02-09 17:03 | Report Abuse
Wait for free warrants first
2018-02-03 15:45 | Report Abuse
PUC 0007: Strategy for next 2 weeks
Belows are calculations based on " Cause & Effect (因果) and Fibonacci principles and theory of wheel within wheel ( 轮中轮)....WD Gann(江恩)
Small wheel (小轮)
61.8 % is (30.5-20.5)x0.618+20.5=26.68
50% (道) is (30.5+20.5)/2=25.5
38.2% is (30.5-20.5)x0.382+20.5=24.32
23.6% is (30.5-20.5)x0.236+20.5=22.86
Pyramid corner is 21
Big wheel (大轮)
61.8% is (35.5-20.5)x0.618+20.5=29.77
50%(道) is (35.5+20.5)/2=28
38.2% is (35.5-20.5)x0.382+20.5=26.23
Pyramid corner is 25/26 (cross wall, every strong resistance here)
23.6% is (35.5-20.5)x0.236+20.5=24.04
Based on theory of Wheel within wheel (WD Gann) ...轮中轮 and calculated values
PUC will face very strong resistance at 25/26.5 sen, so please take note of it..
Perhaps we need help from army of outer regions (塞外军) to break the 25/26.5 sen strong resistance..
2018-01-30 09:58 | Report Abuse
PUC 0007, based on " cause (因) & effect (果) " and Fibonacci principles :
The calculations are below ;
61.8% is (35.5-9.5)x0.618+9.5=25.57
"道” Position (50 %) or mean price is (35.5+9.5)/2=22.5
Pyramid corner is at 21
38.2% is (35.5-9.5)x0.382+9.5=19.43
Pending Pictureworks acquisition that valued PUC at 32.2 sen per share, therefore an imminent strong accumulation position occurs at 21/22.5 range ...do not miss this golden opportunity..
2018-01-30 08:43 | Report Abuse
Injection of PW is to enhance the value ,and business geographical overage network for Presto expansion ,and possible fund raising exercise to cater the needs of rapid growth of PUC for next couple of years....buy now if you are strategic value investor.
2018-01-30 07:11 | Report Abuse
Injection of PW is to enhance the value ,and business geographical overage network for Presto expansion ,and possible fund raising exercise to cater the needs of rapid growth of PUC for next couple of years....buy now if you are strategic value investor.
2018-01-30 07:10 | Report Abuse
Injection of PW is to enhance the value ,and business geographical overage network for Presto expansion ,and possible fund raising exercise to cater the needs of rapid growth of PUC for next couple of years....buy now if you are strategic value investor.
2018-01-29 19:58 | Report Abuse
Hopefully ,they can give free warrants of same ratio
2018-01-29 13:45 | Report Abuse
Yes, PW is the medicine for PUC, without it, PUC can go no where...
2018-01-28 19:05 | Report Abuse
PUC 0007, based on " cause (因) & effect (果) " and Fibonacci principles :
The calculations are below ;
61.8% is (35.5-9.5)x0.618+9.5=25.57
"道” Position (50 %) or mean price is (35.5+9.5)/2=22.5
Pyramid corner is at 21
38.2% is (35.5-9.5)x0.382+9.5=19.43
Pending Pictureworks acquisition that valued PUC at 32.2 sen per share, therefore an imminent strong accumulation position occurs at 21/22.5 range ...do not miss this golden opportunity..
2018-01-21 22:26 | Report Abuse
I am suspecting that the business from Russia could be fictitious
2018-01-15 21:22 | Report Abuse
PUC : according to my preliminary research and analysis, successful acquisition of Pictureworks will give PUC the first triggering point for rapid growth through appropriate M&A..s overtime ,and then becomes an international company...that could eventually turn into a "Malaysian Tencent-equivalent with smaller scale".....that is to say, it is an excellent bet for us if we notice the potential of it...and I am actually investing in new CEO more than the company...because I found him is a good Team Builder..that is paramount important for a potentially rapid growth technology company...
2018-01-14 10:11 | Report Abuse
Swap your mother share to Wa if you want to make more money
2018-01-14 05:47 | Report Abuse
Econbhd WA :
Calculation based on Fibonacci principle is (59-37)x0.236+37=42.19.
The cumulative average traded price till Friday (12 January) was about 41.94 with cumulative traded volume of about 33.3 million shares ,
and the natural pyramid corner is at 43 ,
from all these available data, we notice that all of them are pointing towards the same point of 42/43...therefore I m anticipating once the sell-down pressure by fund managers has subsided (is subsiding now) ..probably by next week or thereafter, the Econbhd WA is expecting to pose a fast rebound towards 42/43 sen....
Act fast and accumulate more , if your intended buying quantities are not reached yet...
2018-01-11 20:08 | Report Abuse
PUC, La, WB and WA are all at pyramid corner supports now..we expect a strong rebound soon
Stock: [JAKS]: JAKS RESOURCES BERHAD
2018-08-18 13:11 | Report Abuse
when KYY's holding drops just below 10%, Jaks will stay at aground 80/85 sen range..