iafx

iafx | Joined since 2012-11-02

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2013-12-16 21:49 | Report Abuse

although eps till date is not as good as last year due end of previous t&i prjs come to an end, but with new t&i prjs secured, 2014 fy eps may break 2012 record. if water deal sealed, u can expect eps to up 1 fold at least, not to mention div. still 1 more q to go for 2013, total will not b far from 2012. affin suggested a floor price of 3.55 base on conservative valuation. puncak still trade at a very attractive level atm. yr $ yr choice!

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2013-12-16 16:50 | Report Abuse

noticed the vol very much concentrated at 300-999 level with only 40% buy rate, and looking at other categories... this sounds like distribution. anyway, juz a wild guess... watchout

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2013-12-16 16:35 | Report Abuse

if the performance cannot keep up tomorrow, will see .6x even worse as severely overbought. good luck!

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2013-12-16 16:29 | Report Abuse

4.30pm already buy now for what? :D

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2013-12-16 16:12 | Report Abuse

counter goreng :D

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2013-12-16 16:06 | Report Abuse

straight line down from .835

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2013-12-16 14:56 | Report Abuse

m'sia is not the only country with this trend. few major factors which are:

-- changing demographic: with people living longer resulting in growing elderly citizens;
-- greater affluence that causes more lifestyle-related illness;
-- over-crowded public healthcare facilities;
-- rising middle class: leading to greater consumer awareness; and
-- access to funding: with greater insurance penetration leading to increasing accessibility to private healthcare services.

on top of the above, gov healthcare budget also driving this sector fast.

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2013-12-16 14:48 | Report Abuse

recent gm has mentioned several times m&a to be expected in 2014, a point which the ceo wants to make sure everyone heards it; but without review any clue

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2013-12-16 12:29 | Report Abuse

correct, have been tailing healthcare sector for years already :) healthcare sector is not cyclic and a necessity, obvious candidate for long term

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2013-12-16 09:53 | Report Abuse

booming healthcare sector to meet escalated demand, 5 more hospitals in next 2 years: http://www.theedgemalaysia.com/business-news/267552-kpj-to-open-5-more-hospitals-in-the-next-two-years.html

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2013-12-16 09:22 | Report Abuse

c 10/12 chart till date, obviously it's pay day for these takers, so... pandai-pandai

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2013-12-16 09:02 | Report Abuse

no more element of surprise, but still a good run for good $$$ :D tqvm

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2013-12-14 16:54 | Report Abuse

another boost to healthcare sector, penang to build first Medical Tourism Building, the Signing Ceremony between Heng Lee & Company and HSC Property (Penang) Sdn. Bhd

http://www.youtube.com/watch?v=Lf4DONKoVxM&feature=youtube_gdata

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2013-12-13 22:02 | Report Abuse

the method offer u a way to reinvest at a lower cost (2.3x) without pumping in fresh $, and cash out portion of cash (say 2.3x-1.65). it doesn't recover yr loss (if bot only days ago, u can't b losing too much but few cents only). should the price recover, yr reinvestment will help u on that.

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2013-12-13 17:53 | Report Abuse

1 way looking at this is does the ctr has anything no other can replicate

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2013-12-13 17:46 | Report Abuse

may also sell mother share after ex, use the $ to settle the exercise cost. if u believe mbsb will out perform next year, can consider the wa. this year eps looking to break last year, so far out perform affin, bim

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2013-12-13 11:44 | Report Abuse

yup, from retailer perspective both have their strength. kpj is local king, ihh has operation outside m'sia. adventa is the lowest entry to this sector with local and regional exposure plus ETP prj on hand. yr $ yr choice!

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2013-12-13 11:38 | Report Abuse

not true, u can't see healthcare "at the moment" (not like FMCG), instead c the five years reports/trend, both revenue/profit and share price continuously up. healthcare is one of the pillar under Visit M'sia 2014 alone, already several funds been invested in the sector. watchout for counter that have exposure outside m'sia in this sector. good luck!

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2013-12-13 11:30 | Report Abuse

sounds like the whole market is pointing their gunship towards barakah...

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2013-12-13 11:22 | Report Abuse

couldn't imagine what's gonna happen for barakah soon... :D :D :D :D

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2013-12-13 11:20 | Report Abuse

healthcare products & services is on top of gov agenda for 2014, juz watch it

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2013-12-13 11:19 | Report Abuse

puncak does the pre-show for barakah now :D :D :D

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2013-12-13 11:18 | Report Abuse

with this T&I prjs won, puncak book will be firm thru 2016 along with continous income from water, strong EPS outlook while waiting for 5.9b cash :D :D

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2013-12-13 10:53 | Report Abuse

vol start picking up

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2013-12-13 10:47 | Report Abuse

hahahaa... good chance :D, as v see today, barakah already overtake perisai/alam

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2013-12-13 10:41 | Report Abuse

hlcap is best of the best run counter!

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2013-12-13 09:50 | Report Abuse

u didn't know there is a site call bursa announcement? there is also a site list down the rules and regulation of listing co.

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2013-12-13 09:43 | Report Abuse

for news announcement counter must submit request to be suspended, not suddenly suspended like this. else it would be too easy to for insider to fool around. *world class bursa boleh!

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2013-12-13 09:36 | Report Abuse

all in a sudden, *world class bursa boleh!

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2013-12-13 09:12 | Report Abuse

member, v will c how the OR perform first :)

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2013-12-13 09:08 | Report Abuse

sell yr OR in the open market will do. btw, have u do a comparison of RoE etc to BIMB, AFFIN? even after dilution, MBSB looks much cheaper and stand to perform well in 2014. anyway, yr $ yr choice!

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2013-12-12 22:41 | Report Abuse

as puncak/gamuda have been very specific, there shouldn't b anymore "water testing" proposal :)

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2013-12-12 22:36 | Report Abuse

depends how long u plan to hold. bimb-wa high premium there r ppl talking to hold it 10 years! mbsb with current eps/div & drp in sight is cheap at current price. yr $ yr choice!

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2013-12-12 17:21 | Report Abuse

since the rolling 4 qtrs. turn green, note the share price starts climbing

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2013-12-12 17:19 | Report Abuse

investor have confident in the mgmt. is the key driver to the share price

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2013-12-12 17:16 | Report Abuse

90c too expensive to hold, note the exercise price is $4.72

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2013-12-12 17:10 | Report Abuse

heavy unloading despite overall 63% buy rate...

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2013-12-12 16:58 | Report Abuse

this will not be the only O&G SPAC that can bring big smile. watchout for more :)