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2017-11-06 14:58 | Report Abuse
Who wrote this? sectionanalyst or an investment bank?
Just wondered how the writer knew the plant utilisation figures for August.
2017-10-26 01:29 | Report Abuse
GPA closed its factory in 2015. It's only in the distribution business now.
2017-10-19 10:45 | Report Abuse
Bursa Stock Talk, can you share where you got the Supercomal Medical data from 2005? It's not in the announcement.
2017-10-19 10:22 | Report Abuse
It's the same head.
It's an RPT by owner of Scomnet.
2017-09-17 23:49 | Report Abuse
Whether ATE or China or Oppo, where's the money?
...the profit?
2017-09-03 14:52 | Report Abuse
This show was a flop, completely wrong.
360Capitalist should think 3x before writing another forecast for Hengyuan.
2017-08-25 10:38 | Report Abuse
Why do you not even mention EPS for Q2/17 was 0.5 sen?
Is that not relevent?
2017-08-24 21:46 | Report Abuse
Petron group had a 45-day maintenance shutdown. That could have occurred at its Bataan refinery.
If shutdown were at Petron Malaysia's refinery, would revenue have gone up?
2017-08-24 20:49 | Report Abuse
Would not "theoretical unrealised stock loss" become actual loss when converted from stock to actual sales later?
2017-08-11 22:25 | Report Abuse
In response to reports published by the media, CAE confirms it is in advanced discussions with AirAsia to conclude a sale and purchase agreement for CAE to acquire AirAsia's 50% share of the Asian Aviation Centre of Excellence Sdn. Bhd. JV. CAE's relationship with AirAsia began in 2004 and with this agreement, it would expand with a contract for all AirAsia training requirements and that of its affiliates, in support of all the aircraft types it operates for an extended term. The transaction is subject to the successful conclusion of a sale and purchase agreement between the parties.
2017-08-11 22:19 | Report Abuse
Why did you selectively use data up to 2016 only, with 0 mention of 2017?
How about Q1/3/17 PAT plunged by 50% YoY. That's not relevant even to bring up?
2017-08-11 22:14 | Report Abuse
As you last predicted Mycron's PAT for Q1/3/17 would be RM18.9 mil but actual was RM7.3 mil, why do you think as an outsider, you can calculate Hengyuan's Q2 with such precision?
2017-08-10 11:27 | Report Abuse
That would be a socialist welfare system. That's not the govt's job, which is more to build infra although in this case, the cost is greatly pumped up to benefit certain parties.
2017-07-24 12:26 | Report Abuse
Shouldn't you remove the tagline Ooi Kok Hwa: "The market will be extremely bullish" ?
Market's like a salted fish now. How to swim?
2017-07-16 21:07 | Report Abuse
"I had started my stock pick service about a year ago."
How does one subscribe to your stock pick service?
2017-07-02 12:15 | Report Abuse
RM25 mil operating cashflow you mentioned and extrapolated is not operating.
If PBT is RM8 mil, how can cashflow be so high as RM25 mil?
It's from collection of receivables, not something recurring every Q.
This is very misleading.
2017-06-30 19:39 | Report Abuse
FCF may not be so magnificent when they start capex to upgrade old refinery.
By Buffett rule, owner earnings are after maintenance capex.
2017-06-20 10:59 | Report Abuse
Congrats, Icon8888.
2017-06-17 11:25 | Report Abuse
Heritage hotel? Why on earth are they invested in a hotel?
Shouldn't they focus their resources in their core biz?
The market will discount valuation for this lack of focus.
2017-06-07 21:57 | Report Abuse
Mr Pink, a very detailed analysis. Would Capital City be completed this year or next?
Would it then mean that Gadang's property earnings would be much lower in 2018 or 2019?
If that were the case, valuations would have to be adjusted for FY18 or FY19.
2017-06-07 00:35 | Report Abuse
You wrote:"hence with recent weakening of Ringgit; this may push up the upcoming earning."
I thought Ringgit strengthened, not weakened.
2017-06-05 21:28 | Report Abuse
HauToInvest, excellent investment model.
Blog: AirAsiaX (AAX - 5238) Dependency on the movement of US Dollar. Part 1 - Forex Gain/Forex Loss.
2017-06-05 19:13 | Report Abuse
Investors go by core earnings, bro, not forex gains or losses.
In core earnings, AAX's sensitive mainly to jet fuel costs. See its Q1/3/17 results which tanked.
2017-06-02 10:05 | Report Abuse
My comments were not a critique. I brought up unusual stuff here because Careplus is the subject here, not Eversendai. It's not double standards as I've not even looked into the latter.
To put it into perspective, my view is Icon8888 writes excellent analyses.
2017-06-02 08:43 | Report Abuse
Pohuat does upgrade machinery to improve efficiency. It spent RM8 mil in the last FY on purchase of property, plant n equipment. This may enhance its bottom line.
2017-06-02 08:34 | Report Abuse
Careplus has a loan of RM65 mil to a related party, an increase of RM10 mil YoY.
This is larger than even its paid-up capital.
There may be a good reason for this, otherwise it sounds problematic and even suspicious.
2017-06-02 08:28 | Report Abuse
Icon8888, on stale export theme, you've just pitched Careplus as a potential multibagger. How does that dovetail with your view on the weaker USD and export stocks?
2017-05-31 09:31 | Report Abuse
If true, something to look forward to. Ryanair market cap is 22 bil euros, AirAsia is RM10 bil.
But Ryanair collects fares in euros, so if we don't convert, AirAsia can aim for RM22 bil market cap!
2017-05-25 22:27 | Report Abuse
Now we know the massive surge of white coffee exports from Malaysia to China in Q1/17, as stated by Ministers, is fake news.
2017-05-17 10:18 | Report Abuse
All sifus smart people, but imperfect, as they continue to learn, improve.
Why quarrel?
Don't get personal.
Thanks, both stockmanmy n Icon8888 for your regular sharing.
2017-04-13 22:18 | Report Abuse
If your estimate is 24 sen eps in Q1/3/17, and that contains a wild guess of RM500 mil forex gain, excluding that would be roughly 12 sen core net eps.
Not so hot.
2017-03-31 21:28 | Report Abuse
Wah, so many with over 30% return over 3 months. Good performance!
2017-03-24 18:36 | Report Abuse
A substantial shareholder of PUC just sold off 51 mil warrants-B, after it was promoted on I3. Is there a connection?
2017-03-08 21:50 | Report Abuse
Reason for price weakness obviously due to PAT plunging to RM16.5 mil in latest Dec quarter from RM23.5 mil YoY.
2017-03-13 04:55 | Report Abuse
What about the bloggers who were posting articles on HHHCorp on I3Investor almost daily?
That looked fishy then, and smelly now.
2017-11-12 15:00 | Report Abuse
How do you get 2x PE when most of profit is from exceptional gains?
2017-02-26 22:36 | Report Abuse
Excellent analysis, Thomas.
2017-02-24 11:10 | Report Abuse
Don't be so proud. What makes you think you read more details than others?
Write on the company. Don't talk down other investors.
If you borrowed USD to buy a house in Malaysia, how is that a "non-cashflow" item now? What about in future?
Yes, it generates cashflow in Asian currencies, but that'll have to used to pay off loans in USD.
2017-02-22 21:51 | Report Abuse
Why you post news of Spore contract obtained in 2015, and completed mid last year already?
2017-02-20 23:25 | Report Abuse
You highlighted net profit increased 92% YoY.
You don't think it relevant to mention the 92% increase is mainly due to a low base caused by deferred tax in Q2/12/15?
Operating profit in Q2/12/16 was RM13.9 mil vs Q2/12/15's RM11.8 mil.
Not so dramatic, no 92% increase.
2016-06-21 19:53 | Report Abuse
Should be easy for SC to check who were the Big Sellers Today. They would be the same people who moved the stock up. Operators work in a team, but follow the money, they are connected.
2017-11-12 12:50 | Report Abuse
We know pricing is forward looking,but why did you think it not relevant to remark on its latest reported results.
Its Q1/6/17 GP was lower YoY, and EPS was only 0.13 sen.
Historical PE, annualising from that is 75 times.
If you think earnings would move forward dramatically from Q2/9, you didn't bother to address that. So why bother to write with FA?