eyewitness

eyewitness | Joined since 2016-06-21

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News & Blogs

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?

News & Blogs

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.

News & Blogs

2017-10-26 01:29 | Report Abuse

GPA closed its factory in 2015. It's only in the distribution business now.

News & Blogs

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.

News & Blogs

2017-10-19 10:22 | Report Abuse

It's the same head.
It's an RPT by owner of Scomnet.

News & Blogs

2017-09-17 23:49 | Report Abuse

Whether ATE or China or Oppo, where's the money?
...the profit?

News & Blogs

2017-09-03 15:02 | Report Abuse

Btw what is CCS profit?

News & Blogs

2017-09-03 14:52 | Report Abuse

This show was a flop, completely wrong.
360Capitalist should think 3x before writing another forecast for Hengyuan.

News & Blogs

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?

News & Blogs

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?

News & Blogs

2017-08-24 20:49 | Report Abuse

Would not "theoretical unrealised stock loss" become actual loss when converted from stock to actual sales later?

News & Blogs

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.

News & Blogs

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?

News & Blogs

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?

News & Blogs

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.

News & Blogs

1 week ago | Report Abuse

Revenue dropped every year.

News & Blogs

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?

News & Blogs

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?

News & Blogs

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.

News & Blogs

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.

News & Blogs
News & Blogs

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.

News & Blogs

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.

News & Blogs

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.

News & Blogs

2017-06-05 21:28 | Report Abuse

HauToInvest, excellent investment model.

News & Blogs

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.

News & Blogs

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.

News & Blogs

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.

News & Blogs

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.

News & Blogs

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?

News & Blogs

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!

News & Blogs

2017-05-29 22:19 | Report Abuse

Wah, so cheap, 35x PE.
N ask people to buy.

Stock

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.

News & Blogs

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.

News & Blogs

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.

News & Blogs

2017-04-03 09:25 | Report Abuse

Promoted every week, sometimes every day!

News & Blogs

2017-03-31 21:28 | Report Abuse

Wah, so many with over 30% return over 3 months. Good performance!

News & Blogs

2017-03-31 10:40 | Report Abuse

Admin should block these numerous posts on HHHCorp.

News & Blogs

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?

News & Blogs

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.

News & Blogs

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.

News & Blogs

2017-11-12 15:00 | Report Abuse

How do you get 2x PE when most of profit is from exceptional gains?

News & Blogs

2017-03-06 09:37 | Report Abuse

No mention of PE. Not relevant?

News & Blogs

2017-02-27 11:07 | Report Abuse

Very good portfolio.

News & Blogs

2017-02-26 22:36 | Report Abuse

Excellent analysis, Thomas.

News & Blogs

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.

News & Blogs

2017-02-22 21:51 | Report Abuse

Why you post news of Spore contract obtained in 2015, and completed mid last year already?

News & Blogs

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.

News & Blogs

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.