All government projects will resumed as previous gov proposal...main con can be different but construction material players like Masteel will not be changed

What is TP of KPS if offered price is 1.9b vs 2.7b? Can anyone advise. Thx

QR back to normal, the normal price will be rm3.6

Very good QtQ result

Rohas announced that it has entered into a non-binding term sheet to acquire 40% of PMV which is the operator of two water treatment plants with expected capacity of 95 MLD in Vietnam. By benchmarking to Binh An Water treatment plant that has capacity of 100 MLD, 40% stake in PMV is expected to contribute RM4m annual profit to Rohas. This translates to c.10x P/E multiple. Rohas’ proforma net gearing would increase to 21% (from 9%). Forecast unchanged pending for more details and finalization of the deal. Potential increase of 3.5%, 2.4% and 2.1% to FY18-20 earnings post completion of deal assuming RM4m annual contribution and the deal is fully funded by debt. Maintain BUY, TP: RM1.74 (16x FY18 P/E).

http://klse.i3investor.com/blogs/hleresearch/167902.jsp

If water tariff increased, would it benefit to KPS?

http://klse.i3investor.com/blogs/savemalaysia/167884.jsp

Another MRT Singapore-JB project to be continued soon.

http://klse.i3investor.com/blogs/kianweiaritcles/167788.jsp

东益电子自6月11日以来，股价上涨了22%，其第3季光感器產量大增的利好恐怕已充分反映在估值上。因此，他將东益电子的评级调低至「守住」，目標价维持在2.52令吉。

As a manufacturer of sensors, the QtoQ result is more important and more accurate. Company cannot compare YtoY as production line is running every quarter......the revenue and PBT shown were dropped quite a lot. This is the neutral view, not asking to sell or buy.

QtoQ it is bad result....it may drop later.

More demands on steels

http://klse.i3investor.com/m/blog/savemalaysia/167666.jsp

RM2.92

https://klse.i3investor.com/blogs/howmuchkpsworth/163544.jsp

TP RM3 by end of 2018

https://finance.sina.cn/stock/ggdp/2018-07-27/detail-ihfvkitx5039763.d...

Wow !!! China steel counters moving up again

RM 1.50 TP

新浪财经讯 7月23日消息，午后钢铁板块全线拉升，表现抢眼，柳钢股份一度触及涨停，截止发稿，柳钢股份大涨超9%，新钢股份、三钢闽光、华菱钢铁、安阳钢铁、韶钢钢铁、八一钢铁、马钢钢铁等个股均有不俗表现。

消息面上，自2018年7月23日起，商务部对原产于欧盟、日本、韩国和印度尼西亚的进口不锈钢钢坯和不锈钢热轧板/卷进行反倾销立案调查，本次调查确定的倾销调查期为2017年1月1日至2017年12月31日，产业损害调查期为2014年1月1日至2018年3月31日。

http://finance.eastmoney.com/news/1357,20180723911194565.html

https://finance.sina.cn/stock/ggdp/2018-07-23/detail-ihftenhy8895647.d...

http://m.jrj.com.cn/madapter/finance/2018/07/21121724845683.shtml

Very strong uptrend based on huge volume of real money invested, it shall goes to rm1 before next QR

Very soon, the pbt will be more than rm200 mil per Qtr. RM1 per QR in future.....blue chip....hold tight tight

It really worth rm43.1 as Affin said

http://klse.i3investor.com/servlets/ptres/46171.jsp

After 9 May the revenue and pbt really increased just 1 n half month
Next QR would be better
Every QR got dividend, not bad

Good news, dividend: http://malaysiastock.biz/Company-Announcement.aspx?id=1072867

Tobacco heating products

Innovating to lead the transformation of tobacco use

Our commitment to offering adult smokers a choice of potentially reduced-risk products is reflected in the progress we are making in tobacco heating products.
Tobacco heating products
What are tobacco heating products?

Tobacco heating products (THPs) are devices that heat tobacco to generate a nicotine-containing aerosol with a tobacco taste which the user inhales.

Because the tobacco is only heated and not burned, the resulting aerosol can potentially contain substantially lower levels of the toxicants found in the smoke produced when tobacco is burned. This provides one indication that THPs have potential reduced-risk properties compared with conventional cigarettes.

Not all THPs are the same and we have different types in our portfolio.
glo

glo productsOur flagship THP – glo – comprises a battery-powered device that heats specially-designed tobacco sticks to approximately 240 degrees Celsius. This process produces a nicotine containing aerosol with a tobacco taste which the user inhales.

glo was designed in the UK through a process that involved more than 100 experts across five continents, including scientists, engineers, product designers, tobacco specialists and toxicologists.

The glo device is one unit, with one button, making it simple and intuitive to use. As the tobacco sticks aren’t burned, no ash is produced.

We launched glo in the Japanese city of Sendai in December 2016 and we’re delighted with the progress it’s made since then. glo rolled out nationally in October 2017, going on to account for 50% of the overall category growth in Japan.

We’re also making good progress in other launch markets with a number of other market and product launches planned for 2018 and beyond.
glo iFuse

glo iFuseglo iFuse is a hybrid electronic device which fuses tobacco heating and vaping technology. Because it contains and heats tobacco we classify it as a THP.

glo iFuse heats cartridges which contain not only tobacco, but also a pharmaceutical-grade, flavoured nicotine liquid solution which is heated. The nicotine-containing aerosol produced by this heating process is channelled over the tobacco to deliver a tobacco taste. glo iFuse is currently available in Romania.

http://www.bat.com/group/sites/uk__9d9kcy.nsf/vwPagesWebLive/DOAWUGNJ

http://klse.i3investor.com/blogs/%E5%A5%BD%E6%B6%88%E6%81%AF/165374.jsp

TM done a lot????? Not enough, Rakyat been bullied for so many years, the price must be less 50% to all Malaysian, not just B40 and speed must be double as mentioned by our new minister.

in collecting mode.....buy more for long term....good counter to keep when it dropped, perhaps this is last to collect as next QR may shoting up PBT

Most important is the illegal cigarette....duty n gst are the minor points

AA QR will be good as Tony must show his good account to contribute more tax to new PH gov as the compensation for his fault to support BN

Earn slowly and steadily

This QR consider good, keep for long term just collect dividend plus extra growth of share price

Semiconductor have a production cycle, it must be compared Q3 with last year Q3, not the previos Q2

very strong, dropped little only, waiting cheap to collect

Tomorrow morning will drop, but after few hours it will up to filter off those weak holders ......this is a positive QR. As we aim for long term, next few QRs will prove

The earlier you buy the higher of % of dividend rate as you entered price is low after it reach Rm60

This is a rare golden chance to keep a Blue Chip like BAT for long term and buy now to enjoy long term dividend which is more than 5%

GST is just a minor positive point, the biggest contribution is the illegal cigarette, once the new PH improve the illegal cigarette then BAT is worth RM60.

Good explanation, top up more

CAB better than CCK, much more room to grow

PE so low compared to CCK.

Exponential growth counter can announce continuously for the 2nd year since it grow so fast....

share performance lacking behind cck but PE much lower than CCK.....please announce bonus + free warrant then it may help to catch up the share price

Is it a BN counter? If yes then this may be the last good QR instead