Followers
1
Following
0
Blog Posts
0
Threads
3,234
Blogs
Threads
Portfolio
Follower
Following
2020-08-06 16:15 | Report Abuse
finally k 1 fly.keep it up ! huat ahhhh everyone !
2020-08-06 14:59 | Report Abuse
steady supermax.lets break RM 25. !
2020-08-06 12:09 | Report Abuse
steady stony. ! lets break RM0.30 !!
2020-08-06 11:20 | Report Abuse
@youarewelcome.huat ahhhhhhh. !
2020-08-06 10:19 | Report Abuse
yee haaa.keep it up Barakah. ! everyone huat. !
2020-08-06 09:05 | Report Abuse
break RM 0.80.return of the legend Elsoft ! everyone huat ahhhhhhhh !
2020-08-05 21:14 | Report Abuse
MAA reported a rebound in Jun TIV to 44.7k units (+94.7% MoM; +5.1% YoY) mainly driven by SST exemptions since mid-Jun. However, YTD TIV still dropped -41.2% YoY to 172.2k units, affected by Covid-19 during earlier of the year. Nevertheless, we expect a rebound in TIV in 2H20, mainly driven by lower car prices by 2-7% during SST exemptions until 31 Dec. We maintain our 2020 TIV expectation to 492.0k units (-18.6% YoY), after accounting for the lengthened MCO period (albeit eased) and higher demand during SST exemption period. We maintain OVERWEIGHT on automotive sector on selective stock approach in view of the recovery in 2H20, with top picks of DRB (TP: RM2.52); MBMR (BUY; TP: RM5.00) and Sime Darby (BUY; TP: RM2.55).
Malaysian Automotive Association (MAA) reported Jun 2020 TIV which started to normalise at 44.7k units, rebounding +94.7% MoM (due to low base) and +5.1% YoY. This follows from the relaxation of MCO (to CMCO) from 4 May and implementation of SST exemptions since 15 Jun. However, TIV still dropped -41.2% YTD (to 172.2k units), affected by MCO and deteriorated consumer sentiment. With the introduction of SST exemption (car prices have reduced 2-7%; paultan.org) and PENJANA measures from 15 Jun to 31 Dec 2020, we expect a recovery in TIV for 2H20. We maintain our 2020 TIV forecast to 492.0k units (-18.6% YoY), after taking into account of the eased MCO period and government’s stimulus plan.
As we expect a rebound in TIV in 2H20, we maintain our OVERWEIGHT rating on the sector with a stock selective approach with 4 BUY and 3 HOLD recommendations. Our top picks include DRB (BUY; TP: RM2.52) and MBMR (BUY; TP: RM5.00), leveraging to national marques during the recovering phase in 2H20-2021 as well as Sime Darby (BUY; TP: RM2.55) for its strong balance sheet and potential leverage to the China market rebound.
Note that MAA was unable to provide TIV breakdown for Jun 2020 due to some unforeseen circumstances and only able to provide the total new car sales for the month. The following breakdown is based on respective disclosure from the companies and MAA’s Jan-Jun market review:
Perodua (UMW and MBMR) sales have normalised back to 21.3k units in Jun (+32.5% YoY; +169.5% MoM) while its market share sustained at a high of 47.5%. The group achieved 74.2k units YTD, a drop of -39.1%, in line with the industry. Perodua is cautiously optimistic for 2H20, banking on the SST exemptions. Upcoming attractive new launch include new SUV D55L (Kembara).
Proton (DRB) had a similar experience with a rebound in sales to 9.6k units (+26.4% YoY; +69.5% MoM), upholding its market share at 21.5%. YTD, the group outperformed the market with only a drop of -14.8% YoY to 37.1k units. Management is targeting 100k unit sales in 2020. Upcoming new line up launch is the highly anticipated X50 CKD in 2H20.
Honda (DRB) sales remained disappointing with only 3.3k units (-38.4% YoY; +23.9% MoM). YTD, sales dropped -61.3% to 17.1k units, worse than the industry. Honda is expecting greater sales in 2H20 with the introduction of BR-V facelift, CR-V facelift and new City to mitigate the negative impact in 1H20.
Toyota (UMW) registered sales volume of 4.3k units (-16.8% YoY; +26.9% MoM) and 18.2k units YTD (-41.7% YoY), underperforming industry trends. We expect Toyota to face stiff competition for the remaining 2020 following the expected attractive launches by close competitors during the year.
Nissan (TCM) continued to record disappointing sales at only 0.9k units (-41.0% YoY; +42.1% MoM), with YTD sales at 4.3k units (-58.9% YoY), due to its lack of attractive new model launches. Management has indicated upcoming new Almera is due to launch in 2H20 while the new Kicks and Sylphy may only come post 2020.
Source: Hong Leong Investment Bank Research - 28 Jul 2020
2020-08-05 19:20 | Report Abuse
hope tmrw will continue uptrend.everyone huat !
2020-08-05 17:27 | Report Abuse
todsy many tech stocks went up.jhm.d&0.elsoft etc.
2020-08-05 15:23 | Report Abuse
looks good .everyone huat ahhhhhh !
2020-08-05 14:40 | Report Abuse
fly. ! everyone huat !
2020-08-04 20:07 | Report Abuse
@Nepo.just queue bro.who knows you can get.i also slowly top up if it really go down to RM 5.recently saw asb keeo buying in big volume if not this share price might fall much lower.especially afternoon time.i suspect foreign fund selling.
2020-08-04 15:53 | Report Abuse
we are going to the moon together with supermax.huat ahhhhhhh. !
2020-08-04 15:49 | Report Abuse
yee haaaaa.supermax going to the moon. !
2020-08-04 15:47 | Report Abuse
everyone huat ahhhhhhhhhh !
2020-08-04 15:08 | Report Abuse
everyone huat ahhhhhhhhhhh. !
2020-08-03 16:24 | Report Abuse
yee haaa.RM 30coming ! everyone huat !
2020-08-03 15:16 | Report Abuse
top up some just now.good luck everyone.
2020-08-03 15:14 | Report Abuse
let break RM 20.everyone huat ahhhhhhhh. !
2020-08-03 14:48 | Report Abuse
this morning bought some at RM 0.405.good luck everyone !
2020-08-03 13:57 | Report Abuse
if the new ceo ask media to publish knm involve in healthcare by promoting their thailand athenol i think knm will hit limit up .Just look at those healthcare stocks at klci how much they went up recently.
2020-08-03 10:37 | Report Abuse
huat ahhhhh. ! break RM 6. !
2020-08-01 12:21 | Report Abuse
@stockraider.u r a wise sifu.i am not at that level yet to give people advice about investment.i still have a lot to learn from you & investors here. sifu stockraider. :):)
2020-08-01 11:45 | Report Abuse
@ stockraider.post on top not a buy or sell call.pls do yr own research.Trade at yr own risk.Tks bro.
2020-08-01 11:18 | Report Abuse
Top 25 shareholders own 55.78% of Wellcall Holding Berhad as on 20 Dec 2019
Maximum Perspective Sdn. Bhd.
11.24%
Credit Suisse, Investment Banking and Securities Investments
5.56%
Public Mutual Berhad
5.11%
Employees Provident Fund of Malaysia
3.79%
Bank Julius Bär & Co Ltd., Asset Management Arm
3.79%
Mondrian Investment Group (U.S.), Inc.
3.71%
Huang Sha
3.44%
Ontario Pension Board
3.39%
Kumpulan Wang Persaraan
2.28%
Kim Wing Cho
1.55%
Bank of Singapore Limited, Asset Management Arm
1.54%
Geok Lan Tan
1.52%
Union Bancaire Privée, UBP SA, Asset Management Arm
1.2%
Dimensional Fund Advisors L.P.
1.19%
Hon Leong
1.08%
SHU NU CHENG
0.91%
Kiah Fong
0.89%
The Legacy Partners International Limited
0.76%
RHB Asset Management Sdn Bhd
0.67%
Ming Te Chiu
0.58%
Khong Shoong Chong
0.54%
Kai Lin Huang
0.44%
Kang Tan
0.34%
Chong Yang
0.2%
Apex Investment Services Berhad
0.061%
2020-08-01 11:18 | Report Abuse
Wellcall Holdings Berhad, an investment holding company, manufactures and sells rubber hose and related products in Malaysia. The company offers mandrel, spiral, and extrusion type abrasion, air, automobile, chemical, food grade, marine, petroleum, fuel and oil, water, welding, and miscellaneous hoses. It primarily serves customers who are in the business of distributing rubber hose to OEM manufacturers and manufacturers. The company also exports its products to approximately 70 countries worldwide. Wellcall Holdings Berhad was founded in 1996 and is based in Ipoh, Malaysia.
# Market cap RM 400.8 million.
# Last 7 yrs profit RM 24.7 - RM 36.8 million ( without loss )
# Earning are forecast to grow 14.65 % per year.
# PE 11.20 %
# Wellcall Holdings Berhad forecast to perform in the next 1 to 3 years based on estimates from 2 analysts by 14.7 %
# EPS RM ( Mar 2020 )
# ROE 30.1 %
# FUTURE ROE 30.4 % ( next 3 yrs )
# ROCE 35.7 % ( last year )
# ROA 25.1 %
# Revenue ( 31 Dec 2019 ) RM 164.023 / per yr
Earning RM 36.418 million / per yr
Profit margin 22.2 %
# Debt 31 Mar 2020 : DEBTS FREE
# Equity RM 118.412 million ( 31 Mar 2020 )
# Cash & short term investment RM 48 million.
# Receivable RM 5.1 million.
# Long term & other assets RM 4.4 million.
# Physical assets RM 62.9 million.
# Inventory RM 16.5 million.
# Account payable RM 5.3 million.
# Other liabilities RM 13.2 million.
# Dividend 7.2 %
# Current payout dividend to shareholders from earning 75 % current earning.
# Wellcall Holdings Berhad is covered by 4 analysts.
Institution Analyst
CGS-CIMB / CIMB Research. Chek Keng Foo
JP Morgan Hoy Kit Mak
Kenanga Research Research Team
RHB Research Institute. Jia Yi Lim
• Disclaimer : not a buy or sell call.Pls do yr own homework.Trade at yr own risk.
2020-08-01 10:32 | Report Abuse
Top 25 shareholders own 86.46% of the D & O GREEN TECHNOLOGIES BERHAD as on 16 April 2020
Golden Horizon Resources Limited
11.68%
Han Tang International Holdings Limited
10.72%
Keen Capital Investments Limited
10.18%
Thian Lim
9.6%
Omega Riang Sdn Bhd
7.48%
Mohammed Bin Hashim
7.4%
Camasia Limited
6.32%
Thiam Cheok Lim
2.2%
Kumpulan Wang Persaraan
1.96%
Chin Bee & Sons Sdn Bhd
1.95%
Citigroup Inc.,Banking and Securities Investments
1.67%
Cambrew Asia Limited
1.62%
Beng Chu
1.58%
Norges Bank Investment Management
1.54%
Soo Lim
1.48%
Kema Development Sdn Bhd
1.46%
Principal Asset Management Berhad
1.09%
Kheng Tay
1.09%
Mega First Corporation Berhad
1.07%
Eastspring Investments (Singapore) Limited
1.04%
Chooi-Suan Kam
0.97%
Matthews International Capital Management, LLC
0.93%
Dau Cheam
0.54%
PMB Investment Berhad
0.47%
Dimensional Fund Advisors L.P.
0.41%
2020-08-01 10:32 | Report Abuse
D & O Green Technologies Berhad, an investment holding company, operates in the semiconductor industry in Asia, Europe, the United States, and internationally. It is involved in the manufacture of semiconductor components and machineries; merchandising of semiconductor components; design, production, and sale of printed circuit board assemblies, as well as provision of engineering services; and design, development, and sale of integrated circuit chips for LED applications. The company is based in Melaka, Malaysia.
# Market cap RM 1.3 billion.
# Last 3 yrs profit RM 22.4 million - RM 36 million
# Earning are forecast to grow 21.35 % per year.
# PE 33
# EPS RM 0.026 ( Mar 2020 )
# ROE 9.4 %
# FUTURE ROE 10.2 % ( next 3 yrs )
# ROCE 18.9 % ( last year )
# ROA 5 %
# Revenue ( Dec 2019 ) RM 504.305 million / per yr
Earning RM 31.10 million / per yr
Profit margin 6.2 %
# Debt 31 Mar 2020 : RM 110.492 million
# Equity RM 390.967 million
# Cash & short term investment RM 78.8 million.
# Receivable RM 108.7 million.
# Long term & other assets RM 60.1 million.
# Physical assets RM 228 million.
# Inventory RM 157.5 million.
# Account payable RM 99 million.
# Other liabilities RM 32.7 million.
# Dividend 1.16 %
# Current payout dividend to shareholders from earning 19 % current earning.
# D & O Green Technologies Berhad is covered by 4 analysts.
Institution. / Analyst
Kenanga Research. Chee-Wai Chong
MIDF Research. Bei Shan Ng
Public Investment Bank Berhad. Hoe-Leong Chong
RHB Research Institute Sdn Bhd Chin Wai Wong
• Disclaimer : Not a buy or sell call.Pls do yr own homework.Trade at yr own risk.
2020-07-31 09:00 | Report Abuse
Change in the Interest of Substantial Shareholder (202007303600254)
Company Name ECONPILE HOLDINGS BHD
Stock Code / Short Name 5253 / ECONBHD
Date & Time Announce 30/07/2020 05:26:34 PM
Subject Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
Content
Substantial Shareholder's Particulars
Name : EMPLOYEES PROVIDENT FUND BOARD
Address : Tingkat 19, Bangunan KWSP, Jalan Raja Laut 50350 Kuala Lumpur Wilayah Persekutuan Malaysia
NRIC/Passport No/Company No. : EPF ACT 1991
Nationality/Country of Incorporation : Malaysia
Descriptions(Class & nominal value) : Ordinary Shares
Name & address of registered holder
You are advised to read the entire contents of the announcement or
attachment. To read the entire contents of the announcement or attachment,
please access the Bursa website at http://www.bursamalaysia.com
Details
Date of Change No of shares Price Transacted(RM) Transaction type
27/07/2020 300,000 0.000 Acquired
Description of other type of transaction :
Circumstances by reason of which change has occured
Nature of interest : Direct Interest
Direct (units) : 103,915,500
Direct (%) : 7.769%
Indirect/deemed interest(units) : 0
Indirect/deemed interest(%) : 0.000%
Total no of shares after change : 103,915,500
Date of notice : 28/07/2020
Remarks
You are advised to read the entire contents of the announcement or
attachment. To read the entire contents of the announcement or attachment,
please access the Bursa website at http://www.bursamalaysia.com
free website hit counter
2020-07-30 14:39 | Report Abuse
why panicked sell when lc titan produce good qr
2020-07-30 14:36 | Report Abuse
good result ! let huat together with Lc Titan !
2020-07-30 11:55 | Report Abuse
everyone uiat ahhhhhh. ! only gooshen no huat. !
2020-07-29 23:15 | Report Abuse
previous history when sardine & riko around knm fly.hahaha
2020-07-29 17:33 | Report Abuse
Change in the Interest of Substantial Shareholder (202007293600216)
Company Name ECONPILE HOLDINGS BHD
Stock Code / Short Name 5253 / ECONBHD
Date & Time Announce 29/07/2020 05:24:04 PM
Subject Changes in Sub. S-hldr's Int (Section 138 of CA 2016)
Content
Substantial Shareholder's Particulars
Name : EMPLOYEES PROVIDENT FUND BOARD
Address : Tingkat 19, Bangunan KWSP, Jalan Raja Laut 50350 Kuala Lumpur Wilayah Persekutuan Malaysia
NRIC/Passport No/Company No. : EPF ACT 1991
Nationality/Country of Incorporation : Malaysia
Descriptions(Class & nominal value) : Ordinary Shares
Name & address of registered holder
You are advised to read the entire contents of the announcement or
attachment. To read the entire contents of the announcement or attachment,
please access the Bursa website at http://www.bursamalaysia.com
Details
Date of Change No of shares Price Transacted(RM) Transaction type
24/07/2020 383,200 0.000 Acquired
Description of other type of transaction :
Circumstances by reason of which change has occured
Nature of interest : Direct Interest
Direct (units) : 103,615,500
Direct (%) : 7.747%
Indirect/deemed interest(units) : 0
Indirect/deemed interest(%) : 0.000%
Total no of shares after change : 103,615,500
Date of notice : 27/07/2020
Remarks
You are advised to read the entire contents of the announcement or
attachment. To read the entire contents of the announcement or attachment,
please access the Bursa website at http://www.bursamalaysia.com
free website hit counter
Stock: [SUCCESS]: SUCCESS TRANSFORMER CORP BHD
2020-08-06 16:20 | Report Abuse
pls fly higher !