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2016-01-07 08:33 | Report Abuse
is the food for AGM better this year vs last year ?
2016-01-06 16:35 | Report Abuse
shareholder tussle can be positive to the share price movement... it depends on whether the Company cash are transferred out of the Company or stays inside the Company. If it stays and being reinvested for the Company's growth, the EPS will continue to grow. To be fair, this is normal... definitely this explosive news is much smaller compared to XINQUAN... buat orang suspense je your first post
2016-01-06 10:33 | Report Abuse
the intention is good. More importantly, the students sponsored can improve their lives through education
2016-01-06 08:25 | Report Abuse
good article, keep it up... I believe there are 7 counters poised for good earnings growth in 2016 and these include KMLOONG, APOLLO, WTK, TAANN, TSH and FIBON
2016-01-05 14:10 | Report Abuse
the timing of this article is very good... despite the bearishness tone of the article, plantation counters went up (Tanah Makmur, Jaya Tiasa, Ta Ann, Kim Loong)... even index counters like IOI and SIME are up...
2016-01-05 12:50 | Report Abuse
dear Hotrod, many of us don't have management guidance (just normal investors with no extra connection).. if you are kind enough please share with us the guidance for FY16 by the management
2016-01-05 12:26 | Report Abuse
share base to almost triple from 76.8m to 211.2m after all the rights issue and private placement. As a result, if you annualize the latest profit of RM5.34m to become full year RM21.36m.. next year EPS is 21.36/211.2= 10.1 sen. Looking at share price at RM1.10 now, I believe it is already priced in at about forward PE 11x (against historical average PE of 10x)
2016-01-04 14:38 | Report Abuse
hi minchyau82, you can get it from MPOB website http://bepi.mpob.gov.my/index.php/statistics/price/monthly.html
2016-01-03 19:18 | Report Abuse
i want to join
http://klse.i3investor.com/servlets/pfs/54476.jsp
Apollo 20%,
Kim Loong 30%
TaAnn 10%
TSH 10%
Fibon 10%
Superlon 10%
WTK 10%
2016-01-03 19:16 | Report Abuse
good luck Xinquan shareholders, I hope these pictures are not true though...
2016-01-03 19:09 | Report Abuse
based on your 2015 3.3% return, many investors are better off buy those stable REITs in Bursa and safely get net return exceeding 5.0%....
2016-01-03 14:52 | Report Abuse
Hi Mr. Tan,
Please enroll me for the Self Manage Portfolio
My portfolio is
http://klse.i3investor.com/servlets/pfs/54476.jsp
2016-01-02 14:37 | Report Abuse
Can i still join this competition?
2015-12-31 17:27 | Report Abuse
if you need a crash course on creative accounting, buy 100 shares of Xinquan and attend their AGM
2015-12-31 09:49 | Report Abuse
Tan KW, if i want to join do i submit here?
2015-12-31 09:29 | Report Abuse
thanks tradeview and hpcp, today share price performance not bad... third highest gainer in Bursa
2015-12-31 09:19 | Report Abuse
I believe that Xingquan share price is unlikely to perform well both in the near term and long term. There are too many investors who got burnt by the stock (means there won't come back). Fundamentally, it defies logic that the Company make cash call when it already has so much cash...
There is one way Mr Koon can benefit.. I suggest he takeover the Company at 30% premium to market price. Everyone will be happy then... small investors get higher price, Mr Koon get Xingquan cash (which he believe is real)
2015-12-31 07:49 | Report Abuse
what about their ICULS or warrants (not sure which one) which will be convertible to mother shares and potentially dilute the EPS?
2015-12-29 09:33 | Report Abuse
what is the catalyst that will bring Halex to greater heights?
2015-12-29 09:31 | Report Abuse
bone is consistent in publishing his blog at midnight.. and for this blog at 3am... why you sleep so late bone?
2015-12-28 08:06 | Report Abuse
JT Yeo, why not you inform us what sectors to avoid. Also, most mainstream media are Neutral on these sectors (banks, property, auto). Please differentiate between Neutral and Avoid
2015-12-27 11:59 | Report Abuse
donfollowblindly: (all the negative response)....
fayeTan: GOB is my wrong call, I stated it there... I have moved on... hope to get my call correct on APOLLO and TEKALA then I will be 80% correct (4 right, 1 wrong).. from currently 67% correct (2 right, 1 wrong)
2015-12-27 11:57 | Report Abuse
wunan: lol..apollo is way too expensive..
fayeTan: ajinomoto is also perceived as "expensive" to some investors when it was RM6.00. Will you still call it expensive at RM6 (on hindsight) when it reached RM9.00 now?
2015-12-27 11:53 | Report Abuse
tpchit: appollo isn't a consumer stock? just contradict her own comments
fayeTan: it is a consumer stock, but what most investors missed out is that 42% OF APOLLO SALES ARE FROM EXPORT MARKET. It has also improved its efficiency as cost reduced by 67%yoy. I guess I have answered your question.
tpchit, next week this time (when APOLLO have released its 2Q16 result), please come back and comment ya...
2015-12-27 11:49 | Report Abuse
red85: Apollo is that consumer chocolate food? That is domestic consumer biz right? Why you said avoid domestic consumer stock, but recommend Apollo?
fayeTan: Yes, APOLLO manufactures compound chocolate confectionery products and layer cakes. red85, what most investors missed out is that 42% of APOLLO sales are from export market. It has also improved its efficiency as cost reduced by 67%yoy. I guess I have answered your question.
2015-12-27 11:46 | Report Abuse
Carollim: Apollo already up 13%. What is you target price for 2016? Even if Apollo rech 6.00, it is only 7%.
fayeTan: My Target Price is RM6.80 by 30-Jun-2016, details here:
http://klse.i3investor.com/blogs/genzinvestor/88205.jsp
http://klse.i3investor.com/blogs/genzinvestor/88628.jsp
2015-12-27 11:43 | Report Abuse
Carollim: Are you positive with Tekala? Tekala has been losing since 2011. PN17 candidate...
fayeTan: Please read my blog for details on reasons why I like TEKALA. It is a corporate exercise (RTO) play. I assume you have some background on how RTO works. If not, please stay out of TEKALA as this is for advanced players... Link to the blog are:
i) http://klse.i3investor.com/blogs/genzinvestor/87590.jsp
ii) http://klse.i3investor.com/blogs/genzinvestor/87832.jsp
2015-12-26 17:38 | Report Abuse
lyo82, good observation... APOLLO paid 20 sen dividend in FY11 and FY12. The Company has increased its dividend to 25 sen for FY13, FY14 and FY15. I believe that the Company is poised to pay dividend of 30 sen in FY16, translating into decent dividend yield of 5.3%
2015-12-23 17:06 | Report Abuse
buy and sell at your own risk... so avoid APOLLO also at your own risk (opportunity cost missed)
2015-12-23 15:25 | Report Abuse
another bullseye from icon8888
2015-12-23 14:50 | Report Abuse
yes, it is this month, means either today or one of the four tradings days next week
2015-12-23 14:47 | Report Abuse
besides technical bottom fish, there is a positive news on YTL Power signing a 30-year power purchase agreement (PPA) with PT PLN (Persero) worth US$2.7 billion (RM11.61 billion), marking the group's second investment in Indonesia.
2015-12-23 12:01 | Report Abuse
tKokLin, when you copy my blog, please quote my name and blog
2015-12-23 10:15 | Report Abuse
one quarter means three months...short term Target Price of RM4.55 reached...
2015-12-23 07:44 | Report Abuse
Target Price of RM4.55 reflecting target market cap of RM740m and 162.73m shares. Target market cap of RM740m is based on 10x PE to FY16 forecast earnings of RM74m. Overall, upside of about 9% is expected.
2015-12-18 08:41 | Report Abuse
Anyone has the link to see the performance as of end Nov-2015? Will be great to see who's in the Top 20 as we can then auto qualify for 2016... Looks like English Premier League now...
2015-12-17 14:55 | Report Abuse
every investor makes some prediction before they buy or sell stock... anyway this is just a reference
2015-12-17 14:52 | Report Abuse
fair value is about RM10.80 based on 10x PE to FY16 EPS of RM1.08... 1QFY16 EPS is 26.94 sen seems sustainable for next three quarters.. making FY16 total EPS of RM1.08
2015-12-11 07:56 | Report Abuse
good discussion on these stocks.. bravo to you all
2015-12-07 16:00 | Report Abuse
tunia, yeah for CPO counters you should look at TSH
2015-12-07 14:58 | Report Abuse
by the way, i am not 100% agree on Mr Koon recommendation.
I believe investors should avoid Xingquan AT ALL COST due to three reasons:
1. The company is cash rich, but still doing rights issue
2. Its 1Q16 earnings tumbled 79%yoy
3. China retail market is still challenging. If Parkson China is suffering, what chance does small Xingquan has?
2015-12-07 13:54 | Report Abuse
for some haters whose hobby is to criticize (and they themselves never write any good recommendation), don't forget you have the right to just ignore these blogs. Or better still, write a SELL recommendation on Mr Koon BUY list... back up with facts and publish article here
Then everyone will benefit.. from both extra info on the Positive and Negative points on any stock
There's no point here harping to your losses and blame others
2015-12-07 09:04 | Report Abuse
Wei Jie Yau, read this and do your own judgement
http://klse.i3investor.com/blogs/genzinvestor/87590.jsp
2015-12-07 08:46 | Report Abuse
to be fair, nobody is perfect with 100% call all go up... Koon Yew Yin has done reasonably well.. maybe 2 out of 15 recommendations make loss but overall very good profit... however, being human... those 13 stocks which benefit usually will keep quiet and never say thank you, but those 2 stocks that make loss (oh, it's Mr Koon Yew Yin fault)...
2015-12-04 16:11 | Report Abuse
hi all, you can refer my blog here
http://klse.i3investor.com/blogs/genzinvestor/87590.jsp
theoretically, arbitrage opportunity exist until TEKALA reach RM0.665
2015-12-04 11:54 | Report Abuse
as usual.. many critics will criticize my post here. As usual, this is just reference, I did not force you to buy or sell...
Blog: HEVEA, Internal Cracks Emerging 亿维雅,股东内鬨
2016-01-07 08:44 | Report Abuse
can investor SHORT HEVEA shares? If yes, then robertl may have short the stocks before releasing this blog... If no, I am not sure the purpose of robertl writing this...