Is time to accumulate. It is showing uptrend now

response to powerwk...
Yes. I agreed that flour is part of the very important stuff in our living life. But if the flour company do not know how to manage the cost and their profit is very less, they still can not earn money even the demand is high. Don't take it wrongly, I am not saying Mayflour is not a good share. I am holding some shares for couple or years already. And my family members also holding a lot of their shares for years (before it split till now).

It is already mentioned in the budget 2014 that the flour price subsidize will be reduce. However, just the PM didn't mentioned during his announcement on TV. But it is written the in budget 2014 book.

Just some update from Penang. The road closed 6 months ago due to the collapsed of joining bridge has been open 3 days ago. Now, we can see all the roads heading up to 2nd bridge from island side are all completed!

my101home, I faced the same problem as well with my Kenanga online account.... all the data watched out....

If you look into Jaya Tiasa annual report last year, you will be able to see the profit that Jaya Tiasa made with the demand from Japan. You can just relate the months to months. However, it is depends on each of the investor. Everyone has their own opinion and way of invest. For me, I chose Jaya Tiasa as I am a long term investor.

I think Japan like Jaya Tiasa plywood and timber. After the tsunami, they bought a lot from Jaya Tiasa. As we know, Japan has become the 2020 Olympic country. They need to build a lot of building and also infrastructure. They need a lot of woods. I believe JT is going to benefit on this. This is just my opinion.

I think the timber and plywood demand will be increase in coming days as Philippines might need them to rebuild those area which badly hurt by the typhoon. Just like last time when Japan increase their demand on plywoood and timber after the tsunami. Jaya Tiasa might be benefit on this.

Tsurukame,
Just some of my personal view. Bursa do have share with PE below 3. The good example is CSL.However, if you look at CSL share performance, I don't think you will want to invest in it even the PE is less than 3.... To me, PE which is less than 15 still can be consider to invest. However, it depends on type of share as well. For telecommunication share, PE will never less than 15 but they are still good share or potential to grow.

I personally met Notion top management and had lunch with them couple years back (due to some business issue). Their management is having a very clear direction on how to grow their company. I believe when Notion invested in Alcyone, they have did a very good study on that. The management is not stupid. They wont throw the money into sea (if they know they are going to make loss with the investment in Alcyone). So, i trust them and I trust Notion.

I am from Penang. I invested in GOB with the same thought as Saturn. The other side of 2nd Penang bridge in Island is Batu Maung. Mah Sing own the big lands there. Then GOB own a big land at Batu Kawan area. There are going to be college (e.g: 2nd KDU) and oversea university open in that area. There is also a stadium in Batu Kawan. Penang gov is looking very seriously on Batu Kawan land and wanted to transfer it to a important land mark in mainland. A very good example of a successful Batu Kawan / Bukit Tambun developer is Tambun Indah. Their profit is good and share price is increasing. I am just a small investor. I have been monitored GOB for nearly half year. Finally i decided to invest in this share as I believe it is going to grow.

Finally Kenanga has turn into black in their Q3 result!

I always heard people says, GOB might be the second Hua Yang. GOB has a lot of similarity as Hua Yang. You may refer to Hua Yang history 1.5 years back till now (from the P/E, how it split the shares, etc). I bought Hua Yang last time and got some profit. I believe GOB will be the second Hua Yang in coming days.

I just checked Bursa announcement. Never mentioned that Keywest is delisted. I only believe Bursa announcement.

Hi Telcaster, from what i know, Notion has purchased and installed those facilities which have been lost on the fire. So, I believe they already restore back the full capacity. I know Notion was very keen in looking for automotive business since 3 years back (and I believe they already started business with some automotive company). They have very good facilities and knowledge to manufacture parts / components with tight tolerances.