@sephiroth,

i didnt do any analysis on homeritz, i was speaking with regards to kbyap issue on the industry context. just an example

"you mention that dividend yield of 7.5% and PE of 7.13 and ROE of 18.44 is not impressive. I will be more than happy is u can specify a few counter in Malaysia that can outperform it. Thank you."


Personally i think P/E if 7 in furniture industry is relatively high, as you can compare with others furniture companies. ROE of 18 is impressive, but only with good ratio probably is not enough, otherwise stock screener can make everyone rich.

although i do not have the exactly same view as kbyap but i think his point of view is valid and it is something worth to ponder before one decides to invest in homeritz. Homeritz revenue and profit growth is not consistent, which makes it not exciting. Yes it has high div yield and in net cash position, but looking forward what do you see this company in future? Still hugging the cash? If the business cant grow, still can give up so high dividend? I think the condition of industry is something shouldn't be overlooked.

Even the comp. closed down we still can get some clothes back" with that I would prefer karex.

hahahhaa me again lol limnagalim

look at the domain i dare not to click

lol pity drb-hicom?haha..cannot be la

drb acquire konsort

@messi
i dont think so, my broker @ osk told me is not up and still need to place order through them.

after went through a restructuring, the share price started to go up, expectation from investors on this particular company is increasing i assume. IMHO, buying from director is a good sign, but don't get yourself confuse and struggling if you think that the business is good albeit the director is selling. probably you can look up of the % holding of insiders currently.

1738analyst

Seriously i cannot help you much as my knowledge on this sector is very limited.

What i can say is, if you notice some o&g company is having higher valuation then the others and basically its related to their business. Example, perisai and Armada is doing FPSO and charter of vessel, this kind of business is good as the revenue is recurring, risk is lower and margin is relatively higher(this service provider business is consider as downstream). Some others O&G company is involving in building and fabrication, i believe KNM falls under this(please correct me if i am wrong). This kind of business is not as good as the former.(if not mistaken Perisai also partly involve in building jack-up rigs). Well i really don know much about this sector but if you are really interested in O&G sector, understand the business they are doing is crucial. I believe somebody here who putting a lot of effort in O&G company can give you a clearer picture.

"Check it Out CAREFULLY. PM Corp's Defensive Nature Is AS SAFE AS THE BANK! "

so tell us how the business during the nearest financial crisis? hehe

altho there are a lot of o&g companies, you must know what type of business they are doing and what type of business knm is doing? upstream midstream or downstream? it is important to find out and you will know further

haha forgive me i really dono where. my fault..

hi bsnpgp, where do you stay? if you mind to disclose than its ok

"My highest chinese edu is form1 n i can txt chinese characters very fast n speak beijing tone. Tq to the China movies n China girls too. Speak more n txt more then u can do well. I dont watch Spore n Msia movies. Their chinese speaking n tone are terok"

to be true, china has a very bad and wrong pronunciation and their accent and pronunciation is different from province to province. it is true that our pronunciation is way accurate than them but we are in Malaysia style..just saying,cheers :D

lol no offence but its not convincing enough.

After the disposal of non-core assets and acquisition of Audrey, Anakku and etc, the company is poised to focus on building up the brands. It looks good as i believe the newly acquired brand have their market too(in fact Anakku has the largest market share in baby apparel).. Someone willing to share somemore?

ya i think next year might have bonus issue too.

what is the business injected under bjcorp first ryan?

good luck hehe :D

lol how many pages have been written over, how many "coming soon" has been projected, how many "this time will be different" messages have been bringing out, still the share price is going nowhere... just saying

@ktsk, how do u know uob been selling? just curios. hehe

interesting

how do u justify that u buy at low and the " when the time coming "

mfbs, who dont know? hehe.. so tell me whats the low of knm and what is the high for it? hehe

to be fair la, i think bb is not doing something offending to attract so many attacks? Its ok ma if one always have negative comments to certain stock... putting all the agenda behind(if theres any), i think bb maybe just dont like aviation industry. chill guys chill :)

this stock is doing decently as we can see the personal care segment is growing fast albeit the tissue paper segment remain same, however their expansion in Vietnam is going to kick start next year if not mistaken(of course it wont contribute significantly to the top line but rather will drag down the bottom line at first). Current valuation might not looks too attractive(it differs from people to people), but looking at the business itself, it is so damn attracting. this business is simple as when the revenue grow, we know the market share is growing(of course not grow because of inflation), and we know it will doing better and better especially when the raw material cost is falling down. So, for its business nature i think that it deserves a higher PE(purely opinion). Afterall price is driven by the market.. Good luck every shareholders of NTPM. i believe holding for longer term is a good choice(opinion)

to be true after i gone through few brokers non of them are perfect, they did have some times where the system is down... So it depends on your luck haha

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1426333

everyone can make money, but consistency is the key.

Questions:
1) Which director, the managing director, or other directors?
2) The MD is employed to manage the business, why should he "push up the share price"?
3) The other directors (Basirs)are major shareholders through a private company which has been buying up the shares of Kfima regularly. Why should they "push up the share price"? So that they buy high?
4) Concentrating in FimaCorp's business isn't concentrate on Kfima's business?


kcchong u are so prudent in your investment, never simply believe on someone else and always rational thinking.. it is rare at here..haha

lol yap you are talking like u confirm 1.75 can hold well ya. hehe

"採訪過潔蒂的人都瞭解，她永遠不會給予肯定的答案，因為以她的身份說的每句話是足以影響整個國家、經濟乃至金融市場的穩定性，用字遣詞都得非常小心謹慎"

Wise person indeed..

one more important things is,the company grows every year since 2003, except for year 2009. property business contributes mainly in its earning because of its high profit margin.. i aint too sure on property business.. someone willing to share something? thanks

lets say if i use SOP valuation, i pegged its manufacturing business at PE of 10 (daibochi has PE of 15), i pegged its property division at PE of 8(which i believe is very conservative), it simply worth up to 5.90. Of course i didnt look deep into it yet, if theres any mistake please feel free to correct me thanks

can u believe that a company with 10 years CAGR of 30+% (from 2003 to 2012), is now pegging at PE of 12? actually i haven done thorough research on this, so i just curious how does one value this share as overprice.. jz wonder only..

why overpriced? based on what?

@skyu

"so far, IHH is much better managed than this KPJ."

Mind to share why?

this one? http://klse.fraserdirect.com.sg/Archive-CompanyFocus/1.%20Company%20Focus/By%20Company%20Name/Counter%20Name%20A%20-%20L/Cheetah%2020050106.pdf

hahaha

稳定的营业额,拥有40% 的市占率 (消息源自Hwang-DBS Vickers Research Sdn Bhd)

Mind to share the report?

i would like to meet u at AGM but too bad i am not going to buy this stock, at least for now

no la. who am i to not welcome you? =.=

hahahahha u again ar.....

definitely not ok ble33edinvest

the treasury share held under daya will be cancelled or resale as per title said... if cancel then nothing lo, if resale, outstanding share increase. Someone please correct me if i am wrong. hehe

excellent write up

matrix,can moyes do well in this season? hehe. i think its a big big challenge. btw i an not MU fans :D

@bsngpg

No worry. take your time and thanks

@bsngpg
"At the moment I still have faith that Hai-O has good growth trend in long term. The best opportunity is that when I have confident on long term earning of a company and others sold due to short term jerk on earning. "


Well, would likely to hear from you about MLM business. As we know, MLM business always selling their "premium" products in "premium" price, ANWAY is a real good example. We can see retail shop for this MLM business as well (Well i do not know much on it, do they have retail shop for long time ago?) Anyway i am not familiar with it and hopefully you can share me with your insights. Thanks first.