kcfan

kcfan | Joined since 2010-10-24

Investing Experience Intermediate
Risk Profile Moderate

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Stock

2012-12-19 20:12 | Report Abuse

Good always the best.

News & Blogs

2012-12-19 08:22 | Report Abuse

The main risk to the research house’s evaluation centres around the possibility of YTLP becoming a value trap if no privatisation offer is made. YTLP has reduced interim dividend per share to just a quarter of the previous run-rate, causing a significant de-rating of the stock. Maybank believes YTLP has ample scope to raise dividends, but expects this to only happen post-privatisation.

Stock

2012-12-19 08:20 | Report Abuse

Syscorp has diversified into the transportation of crude palm oil by commissioning two chemical tankers serving the Malaysia-China route. With additional eight container vessels obtained recently, the company has strengthened the coverage of its shipping routes between East Malaysia and Peninsular Malaysia.

Stock

2012-12-19 08:18 | Report Abuse

AirAsia shares recently hit a 52-week low as public concerns of the entrance of new planes, as well as the delisting from the 30-stock FBM KLCI. Nonetheless, Fernandes believes AirAsia’s fundamentals remains very strong, which is derived from its 17 percent profit margins despite jet fuel prices standing at US$130 per barrel.

Stock

2012-12-15 22:53 | Report Abuse

No ! Free float 70% and EPF reduced to 3.4% (High Beta 1.5 on high risk).

Stock

2012-12-15 22:40 | Report Abuse

My point look on KNM.Although current earnings will tell investors where the company currently stands, annual earnings tend to paint a more complete financial picture. As on my strategists will look back 4-5 years to see if annual earnings have been increasing at a healthy rate and tend to prefer companies with annual earnings increases in the 25-50% range. Companies with better-than-average returns tend to see their stock prices rise rapidly, which is why select stock's on investors target such businesses. However, it is recommended that investors also compare earnings with other companies in the same industry. If the earnings increases are strong and better than the rest of the competition, then the company is in a good position to have a strong period of growth, and therefore, be a sound investment.
On my current position,pending to invest on KNM yet and wait the GE13 is over.Right?

Stock

2012-12-15 13:51 | Report Abuse

RM0.50 below I'm waiting for ?

Stock

2012-12-15 13:36 | Report Abuse

Still can't find any good reasons to collect on KNM.Can someone share your opinion in fundamental base on this counter.Thanks in advance.

Stock

2012-12-14 22:39 | Report Abuse

Big money was never made in the buying or the selling. The big money was made in the waiting.Let's wait..

Stock

2012-12-14 08:07 | Report Abuse

HHHCORP key competitive advantages are:
(i) established track record and reputation in the market place;
(ii) strong branding which makes us a recognisable brand name;
(iii) investments in technologies;
(iv) Better profit margins as our business model provides us an edge in securing key raw materials;
(v) Reliable environmental solutions provider;
(vi) Integrated operations allows for significant operating leverage;
(vii) Recurring revenue stream from a large, diverse customer base; and
(viii) Strong environmental, health and safety performance in highly regulated industries.

Stock

2012-12-13 23:37 | Report Abuse

Monitoring a collection a stocks, whether held in a real or imaginary portfolio, for the purposes of learning how the prices move and business outlook progress.It's be myself daily home work as same with all of you.Let's share and learn together.Nice !

Stock

2012-12-13 20:53 | Report Abuse

Just a bit luck only.20% from TA and 80% from FA.Ist level strong support on RM0.41 and 2nd level on RM0.45 Thanks on focus.

Stock

2012-12-13 20:18 | Report Abuse

Good sign on rebound.Cheers

Stock

2012-12-12 23:12 | Report Abuse

新廠明年首季投產該450萬令吉的資本開支,主要投入在該公司於雪州巴生西港英達島(Pulau Indah)的新生產廠成本。該生產廠的建築施工已完成,預測於明年首季投入生產。協發控股董事經理曾世華透露,「該新生產廠的投資總額約為2500萬令吉,將加倍提高我們的產能,因此我們相信將會對營業額作出良好的貢獻。」目前該公司擁有2家工廠,分別位於文冬和務邊,每年生產5100萬公升的再生廢油和1500萬公升的溶劑油。此外,該公司也計劃擴張其海外銷售市場至緬甸、印尼和菲律賓。目前其海外市場為新加坡,對總營業額貢獻不超過5%。曾世華指出,該公司為大馬廢油回收領域的三大業者之一,市場份額達20%至26%。
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=30086:ipo-1700&Itemid=198

Stock

2012-12-12 22:45 | Report Abuse

Basic forward-looking statements on HHHCorp must review on my invest plan point of opinion.I'm collected on bottom up position.Let's have a good start ahead.
(a) demand for the products and services;
(b) business strategies;
(c) plans and objectives of Management for future operations;
(d) financial position; and
(e) future earnings, cash flows and liquidity.

Stock

2012-12-12 20:13 | Report Abuse

Will explore rebound tomorrow ??? Let's wait and see.

Stock

2012-12-12 19:48 | Report Abuse

Waiting for it RM0.60 stage.Crazy kcfan .

News & Blogs

2012-12-12 19:47 | Report Abuse

What your opinion ? Long wait mode......

Stock

2012-12-11 19:55 | Report Abuse

Congrats to all Pos holder.Good stock must keep.

Stock

2012-12-11 19:53 | Report Abuse

Congrats to who holding this good stock.Bright potential outlook.

Stock

2012-12-10 23:11 | Report Abuse

Tech stocks yet strong recovery technology sector continued to be profitable, but the overall performance is inferior. (UCHITEC, after the second quarter is in the doldrums, the rebound in the third quarter.

(GTRONIC, better product mix, operating leverage and cost discipline, showing strong turnover growth and enhance earn amplitude. The semiconductor field did not show a strong recovery, some of the factors from the euro-zone economic downturn, coupled with the impact of the sluggish global economy. Therefore, Gtronic is the first choice of the analyst, and give the stock a "buy" rating, which is based on its strong smartphone and tablet PC market exposure driven. Performance for the entire field, analysts tentative "overweight" rating.

Stock

2012-12-10 23:09 | Report Abuse

Medical and pharmaceutical shares earnings rise to the patient amount and average per patient increased revenue to drive earnings continue to rise. Comprehensive Medical Holdings (IHH, 5225, shares) earnings growth boosted by strong patients, as well as continuing to enhance the contribution of medical tourism.

Stock

2012-12-10 23:07 | Report Abuse

The oil and gas shares Looking a sluggish quarter of next year , form the disappointing performance of a variety of factors. However, large capital company earnings downturn, the small capital of offshore support vessels (OSV) operators, there is a good performance, mainly in the higher utilization rate has a strong contribution to the year-on-year earnings growth.

The analysts believe that the Malaysian oil and gas sector in the growth cycle, the issuance of oil and gas contracts and the message in the second half of the year to enhance expected that 2013 will see more large-scale contracts awarded. Analyst Outlook view of the front of the field for a long time, and to give an "overweight" rating, at the same time, it is recommended that investors balanced portfolio.

Stock

2012-12-10 21:42 | Report Abuse

PETRONAS expects the successful bid to boost the Canadian terminal’s capacity by 60 percent and further strengthen its bottom line, given the growing demand for LNG in Asia’s energy-hungry economies, especially in Japan.

Stock

2012-12-10 21:41 | Report Abuse

Scomi is focusing its oilfield services business in the Eastern hemisphere in anticipation of the growth prospects in the region. Currently its oilfield services business has an order book of more than RM1.7 billion and the group has participated in tenders in excess of RM3.1 billion.

Stock

2012-12-10 21:18 | Report Abuse

Agreed with you.Collected some more during RM1.29 Let's continue their uptrend.Thanks

Stock

2012-12-09 23:52 | Report Abuse

Collecting mode during weakness on this counter.

Stock

2012-12-09 23:14 | Report Abuse

Growth is expected to be supported by the demand in tugboats
coming from the mining and timber industries, and
offshore support vessels sought after by the oil majors
for the deep sea oil exploration and production activities.
It is heartening to note that our current contracts on
hand will last into financial year 2014. In addition,
involving with the build-for-sale business model which
provides better returns.

2013 remains to be challenging as the global recovery
is still uncertain. However, the opinion that
2013 will be a better year and the Board will continue
to cautiously work towards securing better and more
projects and profits for the shareholders. TAS remain
committed to our tradition of being prudent in steering
the Company to another bright and fruitful year.

Stock

2012-12-08 15:57 | Report Abuse

On current major shareholder involvement in this end of game in which the payoffs to the players may add up to more than zero, so that it may be possible for all players to gain. Contrasts with zero sum game. Due to the gains from open trade and trade policy may be thought of as positive sum games.
I'm likes below info statement...http://biz.thestar.com.my/news/story.asp?file=/2012/10/20/business/12165969&sec=business
The oilfield services business has an order book of more than RM1.7bil and the group has participated in tenders in excess of US$1bil (RM3.06bil).

Stock

2012-12-06 07:57 | Report Abuse

outlook
The prospect for global recovery remains clouded by
uncertainties due mainly to the continued fragilities
in the advanced economies. Advanced economies
experienced moderate growth but the recovery pace
remained subdued amidst the slow economic recovery
in the United States, turbulence in the sovereign debt
markets and the prospect of fiscal measures in the
European Union. In addition, the sanctions imposed by
the United Nation on Iran will affect the trade patterns, oil
price development and economic recovery of the major
nations. However, in the midst of all these disheartening
scenarios, the resilient crude oil price provides a timely
stimulus to the shipbuilding industry.
Oil and gas industry is expected to grow due to the
growing demand caused by the increase in population
and better living standard. High resilient crude oil price
of about US$100 per barrel has continued to spur oil
majors to increase their offshore deep sea exploration
and production activities.
The demand for offshore support vessels is expected to
increase in tandem with the increase in offshore deep sea
exploration and production activities. We are optimistic in
our outlook that new orders for offshore support vessels
are going to resurface.

Stock

2012-12-06 07:57 | Report Abuse

Performance review
TAS Group recorded a revenue of RM102 million for
FYE2012, a decrease of RM18 million or 15 percent
as compared to the financial year ended 31 May
2011(FYE2011). However, profit before taxation for
FYE2012 has increased by RM10 million to RM15.4
million, as compared to FYE2011. For FYE2012, the profit
after taxation has improved and stood at RM11.2 million,
an increase of RM7.3 million or 187% as compared to
RM3.9 million reported for FYE2011. The improvement
in performance was mainly due to the increase in
sale of smaller vessels which carry better margin. The
improvement enables us to register a better earnings per
share of 6.34 sen and to increase net asset per share to
78.5 sen as compared to the corresponding figures of
2.15 sen and 73.3 sen recorded for FYE2011.

Stock

2012-12-05 23:53 | Report Abuse

http://klse.i3investor.com/servlets/stk/5162.jsp
(美國‧波士頓5日訊)國際數據資訊(簡稱IDC)發布的最新數據顯示,雖然假期銷售旺季期間智能手機發貨量有望創下新高,按年增長45%;但如果計入功能手機,預計今年全球手機市場僅增長1.4%,為3年來最低年度增長水平。

 IDC指出,今年手機發貨量將超過17億部;到了2016年,全球手機出貨量將達到22億部。

 受強勁的消費需求提振,第4季全球智能手機發貨量料將達到2億2450萬部,較上年同期增長40%。

 今年智能手機發貨量預計將按年增長45%,至7億7150萬部。

 該公司指出,智能手機銷售量強勁增長得益於多個方面的因素,其中包括來自營運商,特別是成熟市場營運商的高額設備補貼,以及新興市場250美元(約763令吉)以下智能手機銷量的增加。

Android系統領先

Stock

2012-12-05 23:37 | Report Abuse

Foresee rebound soon. Good time to collect more on my position.

Stock

2012-12-04 21:14 | Report Abuse

Info link..
http://www.eunited.com.my/?q=node/9325
若怡保工程参与 史格米可扭转劣势

December 4, 2012
国内财经
(吉隆坡3日讯)尽管资产负债表因资产脱售活动而获得改善,券商认为(Scomi,7158,工业产品组)依然需要怡保工程(IJM,3336,建筑组)的参与来扭转本身的现有困境。

史格米积极脱售旗下蒙亏的子公司,在将其油气业务注入持股42.8%的联号公司--史格米海事(ScomiMr,7045,贸易服务组)之际,意味着其内部重组计划已晋尾声。

一名分析员表示,史格米依然有必要降低本身的负债水平(现阶段达11亿令吉)。单是今年首九个月的利息开销即达4千零60万令吉。

来自于怡保工程的资金有利于史格米,因后者的资产负债表将因获得国油新工程订单而大大增强。
该分析员说:“尽管怡保工程的购股活动受到史格米部分股东的不满,史格米确实需要1亿1千万令吉来降低本身的负债水平。”

史格米上周宣布,其在截至今年9月杪的首九个月内取得4千250万令吉的净利,以及高达12亿令吉的营业额。去年同期,该公司则分别获得3千零20万令吉的净利,和11亿令吉的营业额。
在其净利方面,有1千390万令吉来自于不再持续经营的业务。

史格米在其于一年前启动的重组计划当中,将诸如西半球及尼日利亚油气业等蒙亏业务进行脱售。
券商依然对怡保工程的购股活动仍意见分歧,并认为此举需时来证明有利于各方。

兴业研究说:“尽管无人质疑怡保工程可为史格米单轨火车业务带来的土木工程及工程管理能力,双方依然未提出可在油气业务上展现强处以及联手探讨的领域范围。”

Stock

2012-12-03 23:07 | Report Abuse

Telekom Malaysia the latest results and the market is expected to match, except the analysts concerned about the competition in the field of high-speed broadband warming, as well as the authorities may control the broadband network pricing issues, two major worries will affect its future earnings.

Stock

2012-12-03 21:42 | Report Abuse

Latest progress:
Pantech the second quarter of fiscal year 2013 for 14.3 million ringgit net profit of 98.6% and 14.8%, respectively, year-on-year quarterly growth, thanks to a substantial improvement in trade and manufacturing operations.
The company also announced the distribution of 1.2 cents per share interim the dividend,Ex-date on 21 Dec 2012.Cumulative dividends in the first half to 2.2 cents per share.

Expert recommendations:
On view that Pantech Group's future performance will be more and more excellent, thanks to earnings growth potential, and to look to the good oil and gas sector.

Demand for oil and gas fields at home and abroad of the company's products, is expected to solid growth.

In addition, committed to expand the production capacity of the manufacturing business, especially in the British subsidiary of the Nautic Steel, in order to meet market demand, therefore, the performance increase for the coming year period.

Near term target price RM0.80

Stock

2012-12-01 00:45 | Report Abuse

Technology sector pending for next year forecast on bottom rebound ? Not intend to invest yet on current stage on bonus issue announcement.

Stock

2012-12-01 00:02 | Report Abuse

Bro KC,congrats to you have a good start on a great company is one that will be great for 25 or 30 years or more.A Great Company in the Eyes of long term invest.

Stock

2012-11-30 23:54 | Report Abuse

Yes.Pantech an investment style that looks for stock with strong earnings and/or revenue growth potential and reasonable dividend paid up.

Stock

2012-11-30 23:39 | Report Abuse

I disposition all after bonus issue and still prefer to buy back at RM1.50 for margin of safety.Long wait...right

Stock

2012-11-30 20:01 | Report Abuse

Yes good day's for IHH.Long term of 30 years invest down the road.We still young to wait..

Stock

2012-11-27 08:06 | Report Abuse

Don’t be paralyzed by the fear of making a mistake. Understand that the best opportunities usually carry more perceived risks, and distinguish carefully between the risks that matter most and those you can live with. As long as I know the risks I’m taking and the stock prices are compensating me to take those risks, I can live with that.

My current position average down to RM0.42 still profit ahead.

Bingo,are you focus on Tanjung offshoe ? Here is Tas offshoe counter.

News & Blogs

2012-11-22 21:49 | Report Abuse

Good measuring the strength of the High-Low pattern on Pantech.Foresee continue it uptrend.

Stock

2012-11-22 20:04 | Report Abuse

On a chart, this looks something like an M. The particular price level where the double top occurs is considered a resistance level for the stock.
I'm not fully technical trade on stock's.Most stock's indent to invest most on fundamental base.While it is true that market factors will affect stock prices, value investors tend to look further down the road and, therefore, believe temporary fluctuations will not affect long-term profitability.
For me I will buy more during weakness as on Tas.