slowly dun be fast, give you chance for accumulation, at current price, FY16 PE is ãround 10, cheap , growing, positive free cash flow, increasing dividend, high confident to reach RM3

for vs holders, please consider do switching when the price is still high now, company free cash flow is in negative trend even though company earning profit, this type of company will suffer when there is slowdown in order from customer, take note on this, history already telling us when few yrs back, they were in red.. better consider other company with increasing profit and free caah flow, the upside will be limited

Yes agree but I more conservative

With fully diluted eps, current pe is around 15, not say undervalue but company is still ok

it has resistance at 1.85, if it breaks, it will fly to 2.00

this company, cash is a lot but nvr fully utilized or shared with shareholders , should consider capital return and improve ROE

current price 1.1x, is undervalue, it is worth easily around RM 1.3x in 6 months time

one more thing, sam ceo in the past3 or 5 yrs say want to reach 1 billion revenue but till now still have big gap, talk very confident but results do not meet what he committed, sam is good but dun put all ur money, look for other better counter

sam is growing but they care of the potential eps dilution

77huat, I think you nvr read in details on sam development
check in their annual report on iculs maturing very soon in end of 2016

take care

for sam holders, beware of the iculs maturing in 2016 meaning number of shares will almost be double and eps will almost be halved, with this current price is fair valued and not undervalued

Mr koon, my advice is do not be too excited with vs industry, it does not have niche market, semicon is like comodity, other companies will make more and price will erode, last 3 yrs you were boasting on oil palm saying this like it will grow positively but now olso tempang, again consider to sell vs and move to other sector

very good write up and reminds everyone again especially during the bullish mood

Penta will be another inari or globetronic

Dun worry, fong si ling is the major shareholder in penta, he sees deep value, fong si ling record olso very excellent

Dun use him as benchmark

Simply tembak any klse stock olso can beat icap

People oledi make big profit and he still hold dropping cash

Tan teng boo record so so

Other country up, here down

It is not global crisis, it is local crisis

I afraid later fernandes will come to you for
Money

Tune will lose out market share in general insurance due to other big players

Invest eye, forget about this stock, is very challengingg, capacity growth for airasia will be cut and more regulations coming, not easy to invest in otherasian countries as government policy changing fast, just take a look there is no malaysian company who invested in other asian cohntries and make more revenues than local operations

I think many people value this company wrongly as the number of shares going to double by end of 2017 due to the iculs started 5 yrs ago, so u will see the earning diluted by half, be careful, valuation is not cheap

Afraid later issue rights ask u to give money worse, my advice is dun invest in company with rich owner as the spirit to make more money is dead, example genting, ytl, no profit growth, focus on young companyp

Useless company, company huge profit olso nvr share, the rich chairman oledi so rich, the money received from land sale dunno go where, dun keep faith in this company

Be careful

What is the requirement to be in shariah compliant list

Balance sheet is superb, after invest 23 milion, cash still maintain at 36 million, loan is only 2 million, very well managed

Good result coming

Tony has to work harder

How about the new plant anyone there can hv a look and comment

Alex chew is irrespobsible leaving without explaining toshareholders,afraid the past 5 yrs accounting has fraud

Yes us port

1.8 not stable,

The reason is vessel delAy, where this info is valid due to congestion at port in the usa, so if price down, it is opportunity

R

Can christ comment

How u know started operating

Alex chew is powerful, mondrian left becos of him, anyone know how much alex chew holding

Indonesia is peanut, less than 1 million profit, better fernandes put the money in fd, many companies venture in indonesia with poor results like cinb and axiata, many external factors like exchange rate and gov policy

All insurance company pay dividend, tune only pay 2 pct, below market average

Can move to slp

Huang sha does not hold much pnly 3 pct, afraid internal got problem, better dispose now, after result release too late, mondrian will keep on selling

Buy lpi or takaful better

Management talk crab, everytime talk positive but result so so, if u look at the profit? Is like 2 yrs ago profit, i think tony has to work harder same to air asia passenger growth olso not impressive, a lot debt olso

The chew replacement can speak sth

Opportunity

Even split and bonus also do not warrant the high price now