Agree with catherine. Watch tomorrow. Careplus limit up 30%. they might goreng this up as well. Right now not many people promoting yet...... and their volume break historical high. wont drop much. You think shark buy 65 cents, earn 10 cents run? no such thing.

Nova
1H FY 2020 ended 31 Dec 2019, it it recorded a 35.36% jump in net profit to RM 5 mil with EPS of 1.7 Sen (compared to 1H 2019 RM 3.99 mil with EPS of 1.29 Sen ) on the back of 16.76% increase in turnover to RM14.81 mil with a net margin of 36.5%.

Nova has net cash of RM36.4 mil with no borrowinou
Per below press statement today, in March it has commenced supplying to government hospital for its Sanitiser range of products and urr discussion with management that contract should see a 5 fold increase in sales which would contribute positively to the profit., We are not able to determine the sales value. Though we understand this category is formed part of about 16% of its turnover in FY 2019.

Q2 EPS was 1.12 Sen . The annualised EPS is 4.48 Sen without factoring the new contract secured with government hospital and the increase in Sanitiser products sales in retail phamacist Outlet. With its growth, achieving a 6 Sen EPS is realistic at PE 15 to 20 valuation would be 90 Sen to 120

Buy and hold should be rewarded.
Source: Peng Lam

Nova
1H FY 2020 ended 31 Dec 2019, it it recorded a 35.36% jump in net profit to RM 5 mil with EPS of 1.7 Sen (compared to 1H 2019 RM 3.99 mil with EPS of 1.29 Sen ) on the back of 16.76% increase in turnover to RM14.81 mil with a net margin of 36.5%.

Nova has net cash of RM36.4 mil with no borrowinou
Per below press statement today, in March it has commenced supplying to government hospital for its Sanitiser range of products and urr discussion with management that contract should see a 5 fold increase in sales which would contribute positively to the profit., We are not able to determine the sales value. Though we understand this category is formed part of about 16% of its turnover in FY 2019.

Q2 EPS was 1.12 Sen . The annualised EPS is 4.48 Sen without factoring the new contract secured with government hospital and the increase in Sanitiser products sales in retail phamacist Outlet. With its growth, achieving a 6 Sen EPS is realistic at PE 15 to 20 valuation would be 90 Sen to 120

Buy and hold should be rewarded.
Source: Peng Lam

https://www.thestar.com.my/business/business-news/2020/05/12/nova-wellness-to-launch-new-healthcare-products

switch d. go for nova. they even implemented e shop and hand sanitiser. https://eshop.nova.my/

switch liao. go for nova. https://eshop.nova.my/

https://eshop.nova.my/ implemented e-shop as well.

Nova
Assuming they maintain their profit of 1.20 eps. which derives to around eps of 5 cents and with 20 pe their fair value is 0.95 cents to rm 1.00. watch nova. 70 cents is good support.

new handsanitiser

http://nova.my/product?cat=41

Paper industry on the rise again? pulp price has been dropping significantly this year. paper and tissue industry will be benefited? https://www.pulpandpaper-technology.com/news/kraftliner-prices-in-germany-continue-to-slide-in-march

Pulp price has been reducing this year. it will soon improve the margin for paper and tissue companies (i.e. ntpm). https://www.pulpandpaper-technology.com/news/kraftliner-prices-in-germany-continue-to-slide-in-march

Agree. PWF is indeed undervalue stock

PWF
Stock term - mid term (6 months to 1 year)

*Pwf summary business*
Pwf is an integrated poultry business which include boiler breeding farming, layer farming and feed manufacturing

*Fundamental and business wise*
1) current pe is trading at 9 compare to their peers cab and ql trading at 10/37 respectively
2) nta of 1.49, which is trading at 47.5% discount from it's current share price
3) profit margin of 6/7%. By number itself, it may be low. But compare to their peers dbe, ql, cab, they are also trading around that number except dbe is at lower edge.
4) current ratio of less than 1. Not too favourable I would say. But they are still generating huge operating cash flow (in fact more than their earnings 29 million cash from operation compare to 16 million of profit. Mainly is good inventory and debtors management)
4. Comment on debt. Debts of 153 million is high but the mounting debt is due to the expansion plan of rm 100 million to convert the open house system into in-house system. Personally, ql have been so successful is due to converting their open house to in house. Open house system is vulnerable to weather and virus. In house system advantage is to mitigate any potential virus like Newcastle, etc and to avoid any weather to interrupt their business. With in house system, they are able to control the ventilation system (as for birth growth they will need minimum wind within it). This productivity will eventually reduce their feed conversion ratio. Recently they have added new boiler farms in perak as well.
5. Profit - if we were to look at their profit since 2013, there is a tremendous growth of cagr around 21.2% for past 4 years. If include the 5th years it will be cagr of 124.34%
6. Revenue - latest quarter of 93 million which is highest revenue throughout their history..:see_no_evil:
7. Dividend yield of 3%. Average. Dividend payout ratio of around 70 to 80% last three years. Based on their payout and 2016 given special dividend, if their profit were to increase this year, we may see more payout to shareholders.

Reason that it may be good for the 1st half of 2018.
1) ringgit has been appreciating compare to USD. Their raw materials are all imported cost which will be beneficial to them.
2) price of eggs are increasing for all grades. Check out jabatan perkhidmatan veterinar for the latest price.
3) commodity price especially for soy bean, feed and corn. Which all three has been going down as well. Can Google for the chart and price.

Technical chart wise
- support of rm1/0.98. if break this week may see it going lower. They have a strong resistance at 1.09. if break it we may see it hitting the next resistance of 1.15. good thing is there is no inverse hammer candlestick within the chart which we can roughly say not many contra players in it to buy low and sell high on the same day itself.
- short term ma 14 had already cross 25 but still struggling to cross ma 50.

Risk
1. Monitor the myr and usd. As long as USD and myr is trading at 3.8 to 4.10, my opinion is it wont be significant impact.
2. Significant impact will be rise of their commodity prices as well as the drop in the eggs price. Monitor it if there is any significant drop.

Opinion
- please do own research before buying. If you are buying, hold it for mid term and let it bear fruit if the assumptions are correct. This is not a speculative counter.

Can take a look at poultry industry for strengthening of ringgit

Source: One of the Telegram group analysis

*Pwf summary business*
Pwf is an integrated poultry business which include boiler breeding farming, layer farming and feed manufacturing

*Fundamental and business wise*
1) current pe is trading at 9 compare to their peers cab and ql trading at 10/37 respectively
2) nta of 1.49, which is trading at 47.5% discount from it's current share price
3) profit margin of 6/7%. By number itself, it may be low. But compare to their peers dbe, ql, cab, they are also trading around that number except dbe is at lower edge.
4) current ratio of less than 1. Not too favourable I would say. But they are still generating huge operating cash flow (in fact more than their earnings 29 million cash from operation compare to 16 million of profit. Mainly is good inventory and debtors management)
4. Comment on debt. Debts of 153 million is high but the mounting debt is due to the expansion plan of rm 100 million to convert the open house system into in-house system. Personally, ql have been so successful is due to converting their open house to in house. Open house system is vulnerable to weather and virus. In house system advantage is to mitigate any potential virus like Newcastle, etc and to avoid any weather to interrupt their business. With in house system, they are able to control the ventilation system (as for birth growth they will need minimum wind within it). This productivity will eventually reduce their feed conversion ratio. Recently they have added new boiler farms in perak as well.
5. Profit - if we were to look at their profit since 2013, there is a tremendous growth of cagr around 21.2% for past 4 years. If include the 5th years it will be cagr of 124.34%
6. Revenue - latest quarter of 93 million which is highest revenue throughout their history..:see_no_evil:
7. Dividend yield of 3%. Average. Dividend payout ratio of around 70 to 80% last three years. Based on their payout and 2016 given special dividend, if their profit were to increase this year, we may see more payout to shareholders.

Reason that it may be good for the 1st half of 2018.
1) ringgit has been appreciating compare to USD. Their raw materials are all imported cost which will be beneficial to them.
2) price of eggs are increasing for all grades. Check out jabatan perkhidmatan veterinar for the latest price.
3) commodity price especially for soy bean, feed and corn. Which all three has been going down as well. Can Google for the chart and price.

Technical chart wise
- support of rm1/0.98. if break this week may see it going lower. They have a strong resistance at 1.09. if break it we may see it hitting the next resistance of 1.15. good thing is there is no inverse hammer candlestick within the chart which we can roughly say not many contra players in it to buy low and sell high on the same day itself.
- short term ma 14 had already cross 25 but still struggling to cross ma 50.

Risk
1. Monitor the myr and usd. As long as USD and myr is trading at 3.8 to 4.10, my opinion is it wont be significant impact.
2. Significant impact will be rise of their commodity prices as well as the drop in the eggs price. Monitor it if there is any significant drop.

Opinion
- please do own research before buying. If you are buying, hold it for mid term and let it bear fruit if the assumptions are correct. This is not a speculative counter.

PWF
Stock term - mid term (6 months to 1 year)

*Pwf summary business*
Pwf is an integrated poultry business which include boiler breeding farming, layer farming and feed manufacturing

*Fundamental and business wise*
1) current pe is trading at 9 compare to their peers cab and ql trading at 10/37 respectively
2) nta of 1.49, which is trading at 47.5% discount from it's current share price
3) profit margin of 6/7%. By number itself, it may be low. But compare to their peers dbe, ql, cab, they are also trading around that number except dbe is at lower edge.
4) current ratio of less than 1. Not too favourable I would say. But they are still generating huge operating cash flow (in fact more than their earnings 29 million cash from operation compare to 16 million of profit. Mainly is good inventory and debtors management)
4. Comment on debt. Debts of 153 million is high but the mounting debt is due to the expansion plan of rm 100 million to convert the open house system into in-house system. Personally, ql have been so successful is due to converting their open house to in house. Open house system is vulnerable to weather and virus. In house system advantage is to mitigate any potential virus like Newcastle, etc and to avoid any weather to interrupt their business. With in house system, they are able to control the ventilation system (as for birth growth they will need minimum wind within it). This productivity will eventually reduce their feed conversion ratio. Recently they have added new boiler farms in perak as well.
5. Profit - if we were to look at their profit since 2013, there is a tremendous growth of cagr around 21.2% for past 4 years. If include the 5th years it will be cagr of 124.34%
6. Revenue - latest quarter of 93 million which is highest revenue throughout their history..:see_no_evil:
7. Dividend yield of 3%. Average. Dividend payout ratio of around 70 to 80% last three years. Based on their payout and 2016 given special dividend, if their profit were to increase this year, we may see more payout to shareholders.

Reason that it may be good for the 1st half of 2018.
1) ringgit has been appreciating compare to USD. Their raw materials are all imported cost which will be beneficial to them.
2) price of eggs are increasing for all grades. Check out jabatan perkhidmatan veterinar for the latest price.
3) commodity price especially for soy bean, feed and corn. Which all three has been going down as well. Can Google for the chart and price.

Technical chart wise
- support of rm1/0.98. if break this week may see it going lower. They have a strong resistance at 1.09. if break it we may see it hitting the next resistance of 1.15. good thing is there is no inverse hammer candlestick within the chart which we can roughly say not many contra players in it to buy low and sell high on the same day itself.
- short term ma 14 had already cross 25 but still struggling to cross ma 50.

Risk
1. Monitor the myr and usd. As long as USD and myr is trading at 3.8 to 4.10, my opinion is it wont be significant impact.
2. Significant impact will be rise of their commodity prices as well as the drop in the eggs price. Monitor it if there is any significant drop.

Opinion
- please do own research before buying. If you are buying, hold it for mid term and let it bear fruit if the assumptions are correct. This is not a speculative counter.

There are more than 50% of the counters that drop and rexit still manage to maintain their profit and sales with 3 eps dividend payout. Defensive stock to hold and booyeah is right. they have satisfy main market listing requirements.

what happen? bargain hunting? should accumulate more? or wait?

Johotin has been famous in successful expansion. Previously, they did expand to vietnam and it did succeed. Now they are expanding their diary product to mexico and if it succeed, we can see johotin revenue growth again.

Uchi is a net net company (its cash and deposit can already pay off its liability). In term of growth, its growing but not at a fast pace. With current market trend, its better to buy for defensive stock with 6% dividend yield (double the money we put in bank).

Eco world has lots of upcoming project yet to recognise their revenue. Technically, they are still undervalue

Edu spec recently revenue increase by 30%, achieve 58% gross margin and achieve 25%% profit.

yea... pdz is good.. sth is up.. with the new appointment of CEO and also new oil and gas venture... this is just the beginning..

Mara just join into one of the major shareholder in PDZ... mid to long term wise.. they might turnaround PDZ company... and u wont have to worry about it going PN17 because they are not in a very high debt position and MARA is holding their position tight to turnaround this company..

tdm sth is confirm up.. their next financial quarter conlanfirm (who knows chinese) higher... insider already knew this.. if u want chao.. go chao.. i am keeping..

show time..

UPA first quarter should be good.. many ppl are accumulating this share.. hmmm.. interesting...

maybe ur stock is speculative counter.. most of the stock i hold its quite stable.. look at gkent, tasco, kmloong, tdm, ntpm, upa, picorp... if u are holding value stock.. it will give u the value eventually... i agree on what u said,but dont totally hold ntg you will eventually lose out..

someone big is holding the shares.. as u can see when it is 0.23 no one is selling and it is quite stable as investors or long term investors who sees the value are holding.. its the same situation right now,, its hovering around 0.28 to 0.295 as there are many investors still holding the shares, wait for it..... it will shoot up above 0.30 soon...

http://valueinvesting-analysis.blogspot.com/

this is buy and hold strategy, very simple, historically, tdm has been outperforming whenever cpo price go above 2.5 and its roe has always been 15% and because of the split its roe is only 3% and it will reflect back to a 15% roe if cpo maintain 2.6 above. Moreover, this company related to terengganu gov.. THis is more like a buy and hold share.. Just be patient..=)

time to buy as more projects coming soon this year will be a good year for gkent

good write up.. have been holding upa for the dividend too... dy with 6% good return... they are still undervalue.. tp 1.60.. with strong earnings and sales for past 5 years..

time to accumulate..

cpo future as long as above 2.7, its always a safe bet for tdm and tdm wont go below 0.92, tdm this year result should be double, and u look at the chart, tdm is going on the uptrend. tdm will be outperform this year. moreover, dividend will be out next month too..

as u can see all the directors are selling.. and the cost of hevea is so high that their profit margin is so low.. have to look at it further..

Look like some one is accumulate.. watch out..

One of the reason is because, before cbip announce bonus issue, many investors would have already hold the shares for long period of time... so when cbip officially announce bonus issue, the share price went up 20% and after the ex date, ppl sold it and took profit out of it.. However, cbip is a good profitable company and has great track record, if you are a long term investors, it is worth holding it.. but cut lost at 8 to 10% lost...

Hi, it depends on individual.. for me i prefer to accumulate the shares now.. strong support at 0.68..

DKSH third quarter accumulate a 0.20sen and expect 7 sen for 4th quarter with full year of 0.27 sen. With average pe around 9, DKSH value should be at 2.43. besides, someone is accumulating when dksh is around 1.80, it might going on for privatisation in future although they deny about the rumor. Other than the rumor, DKSH value is aroudn 2.30 to 2.40. around 28% upside. Can start accumulating at 1.80 to 1.90....

Malton have been consolidating at a 0.68 t0 0.73 sen for 2 and the half month.. there are also many investors accumulating the shares...

Base on their property value which is the RNAV its around 1300million. They have unbilled sales of around 250 million.. Lets assume that half their GDV will make a huge profit which give us a GDV of 750 and base on per share basis, its 1.70 sen per share.. and it is trading around 3 to 4 pe right now.. Besides, their net tangible asset is escalating in a faster pace than other property company.. Its NTA now is at 1.35. With their current GDV, i expect their NTA to increase much further so as their share price...

It might move up anytime and it is one of the undervalued shares that investors are eyeing now.. It is advisable to start accumulating right now...

can take a look at hsplant.. they are still under consolidating mode.. tp at 3.30..=)

Hmm.. pinepac is more on speculating company.. if u are looking for growth and future prospect is more on hsplant, kmloong, sop and gnealy..=)

Thplant i have a target price of around 2.50 since when it is about 2.10.. for now its abit quite high d.. i prefer hsplant and kimloong.. For sop.. there are still potential for it to go up.... but since it already went up quite high.. i am still holding hsplant and gnealy.. gnealy target price around 7.00...

Target price around 2.60 to 2.70.. it already went up.. but worth holding.. For me.. next target will be hsplant.. TP for hsplant 3.20...=)

Hsplant full year will be out somewhere in mid feb and it will be much higher than the previous quarter with cpo still maintaining at 3200.. their next quarter result will be around 8 sen which give them 32 sen full quarter and base on PE of 10 ... their target price will be RM3.20...=) Besides their dividend per year is around 17 to 20 sen..

In addition, their net cash increases from 7 sen to 14 sen.. almost double... borrowing has also decreases.. The company is hoarding their cash might be for future expansion or on return as dividend for investors...

As I recommended thplant and kmloong, and both have already gone up, maybe the next will be hsplant.. However, i still have further upside and confident on kmloong too.. Thus, i remain buy call for HSPLANT..

FYI: Invest in your own risk.. Just an opinion to share with..=)

well.. uoadev may rebound by few sens.. but in the long term view.. their profit wont be that luxurious and if u are looking at medium to long term trend... trying avoid property shares... maybe good ones like spsetia worth eyeing at..=)

yea.. it will rebound.. but make sure u know when to take profit... it may rebound up and also may rebound back down...=)

yea.. but they must stay competitive in order to continue producing good results...

Thplant accumulating slowly.. might break out of consolidating position..=) Quite a good company to hold on to..