fundamentalplays

fundamentalplays | Joined since 2017-05-01

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2017-06-27 17:41 | Report Abuse

Thanks :) Great sharing

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2017-06-26 15:34 | Report Abuse

Even though TOMYPAK has gone up with high PE now, however the price will continue to go up as long it matches its intrinsic value (with production line expansion, with better product mix, with better market share expansion! I really love how TOMYPAK did when its article came out in The Edge last year November 2016. With warrant now, can leverage better for higher return! This will be another MFCB rmb

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2017-06-26 15:24 | Report Abuse

From 30 cents to RM1, few folds YTD. Ancom is excellent! Same goes with Nylex hehehe

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2017-06-26 15:21 | Report Abuse

Given that the facts that USD is still strong despite few percents set back, repeatedly capex on equipment and factories which seen effect on 2H 2017 and Q4 2017, and drop of rubber wood cost, with normalise effect from Southern Thailand food hiking up the rubber wood price, I don't see why Evergreen cannot perform. It's no brainer. In addition, Middle East turmoil statement is ridiculous.

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2017-05-02 10:25 | Report Abuse

If redberry is structured to move to Ancomlb, beneficiary will be both Ancom and Ancomlb :) Ancom sight seeing RM1.00 no problem.

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2017-05-02 01:45 | Report Abuse

Agree with Albukhary, the cash alone amounted to RM380mil even higher than the company market cap. See another Puncak in making :)

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2017-05-02 01:38 | Report Abuse

The project from O&G is recovering resulted the performance to be excellent. Rocket sighting :)

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2017-05-02 01:27 | Report Abuse

BERJAYA ASSETS BERHAD is an investment holding company providing management services to its subsidiary companies.The principal activity of the subsidiary companies consist of number forecast lotteries in Sarawak, general trading and commission agent, providing lottery consultancy and related services, investment holding, property investment and development, operation of theme park and cinema; and management of food mall.

With NTA of RM1.80, the upside is there. Brewing strong :)

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2017-05-01 23:36 | Report Abuse

The developing countries like vietnam and myanmar will be OCK focus this year. Any increase in tower built will have positive correlation with the result performance. In the long run, OCK is a clear winner. Upside is high. A big hold on this counter.