The high earnings strong IHH valuation very reasonable.
http://www.nanyang.com.my/node/464557?tid=462

Perisai race driven by demand for oil small oil fields.
http://www.nanyang.com.my/node/478318?tid=709

The TAS offshore net profit soared.
http://www.nanyang.com.my/node/485955?tid=761

The Malaysia super-rich NO.37
http://www.nanyang.com/node/427234

In consultation with a number of foreign.
http://www.nanyang.com/node/477532

Fundamental stock picking:ECS
http://www.nanyang.com.my/node/415999?tid=702

ECS Outlook ?
http://www.nanyang.com/node/486307?tid=885

1)TAS Offshore Bhd has secured a major contract to sell 2 vessels for RM98m to a Middle-East client. The 2 anchor handling/oil recovery/support vessels are expected to be delivered by late 2013. The same client has over the years purchased 15 units of vessels from TAS. Group MD Datuk Lau Nai Hoh said the latest contract increased the total value of contracts won by TAS for FYE 31 May to RM182.5m.(22/05/2012).

2)Tas Offshore Bhd has secured a RM49 million contract to supply an anchor handling tug/oil recovery/support vessel to a foreign customer.

In a filing to Bursa Malaysia, the company said the vessel was sold
to a valued overseas customers who has purchased 17 vessels from the company over the years.

"This vessel is expected to be delivered by early 2014," it said, adding that revenue from the contract would contribute positively to group earnings and net assets for the financial years ending May 31, 2013 and 2014

High potential with following reasons:
(i) the management is clear on its direction and takes things one step at a time to ensure that strong and sustainable growth is achievable,
(ii) it has sharp market instincts and an eye for acquiring companies that offer positive synergies, case in point being Nautic Steel,
(iii) it is a niche market player offering high-quality products, and is able to ride on the development of the O&G sector.

Maintain Outperform with TP of RM1.80, pegged at 12x FY12 EPS. We expect more contracts from SCORE, with HSL expected to benefit the most for being Sarawak-based builder and strong balance sheet with a net cash of RM194.8m or 33.4sen/share.

Nice ! For those on their good job.Congrat

Don't forget for more dividend paid out.Lol

For me on the board of HSL.Waiting for the right opportunities and calculate value before looking at price.Looking for long term invest with great ideas are rare, so bet big when they come along and when have confidence in them.Thanks KC Loh.

Gear up..and up.

Gear up.

Today is ex-date of 2:1 bonus issue.Opening price for today RM1.12 Cheap valuation for long term investment.Let's go !

Target set! Let it go since staying some time already.Fund managers start accumulate back on current share price.Have a nice trading day's ahead.

TM may rebound after finding support at RM6.00. A purchase can be made if it closes above RM6.07, with a close below RM5.97 as a stop-loss. The price target is RM6.80, should the recent high of RM6.30 be broken. Failure to stay above RM6.00 could see the stock lower with further supports at RM5.80 and RM5.65.

Pantech riding momentum from positive demand.
http://www.theedgemalaysia.com/in-the-financial-daily/223716-pantech-riding-momentum-from-positive-demand-.html

KPJ reaffirms strategy to grow organically.
http://www.theedgemalaysia.com/in-the-financial-daily/223720-kpj-reaffirms-strategy-to-grow-organically-.html

TAS Offshore Bhd ('TAS') is a small company involved in shipbuilding & ship repair. Its main markets are Malaysia and Singapore. For QE31/82012, it reported a net profit of RM2.7 million on a revenue of RM17.8 million (go here for more). Its annualized EPS would be about 6.2 sen. At RM0.485, the stock is trading at a PE of 8 times, which is relatively expensive for a small cap.Its Price to Book is about 0.6 time (based on NTA of RM0.80 as at 31/8/2012) & it has a dividend yield of 3%.

Chartwise, the stock seems to have broken above its bottoming phase last week when it broke above the horizontal resistance at RM0.45. With this breakout, the stock can slowly climb to test its next few resistance at RM0.55, RM0.60 & RM0.70 (Source:Alex Lu,Nexttrade)

Investment Rating: BUY
Target Price: 4.37 ringgit
Into Mudajaya this year, also performed below the market, in addition to political factors cause trouble, investors are also worried about India's fuel supply agreements.
However, with India's recent frequency of a power outage occurs, the government by promoting as soon as possible to solve the local power shortage problem, the current best solution is to sign an agreement with an independent power plants, together with Malaysia and India will launch the power plant project Mudajaya will benefit.

ECS authorized distributor of Huawei products.
http://www.nanyang.com.my/node/486723?tid=462

The anti-dumping duties affect the the little steel sector short-term bearish.
http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=28663:&Itemid=198

Broker to buy a good heart. Managing Director, material substitutions Johor medicine does not affect the operation.
http://www.chinapress.com.my/node/364534

Sing associates plan ‧ UEM Landmark prospects rosy.
http://biz.sinchew.com.my/node/66497

The KLCC industry 12 billion assets ‧ 6 months or production prop of listing.
http://biz.sinchew.com.my/node/66466

Malaysia the implementation of anti-dumping duties by the optimistic ‧ steel stocks expected resurgence.
http://biz.sinchew.com.my/node/66495

Steady man ! r
steady man ! rally start back..gooood.

woooo.steady

Will follow the IHH up trend.Go further

Will follow the UEMLAND up trend ? Let's wait and see..

On focus keep collecting mode.

Rebound from RM6.more more to rise

slowly slowly..go go

Touch RM2 above..smile for whole day.lol

Last day before ex-date of bonus 2:1 .Ready to collect more on you decision ? Have a nice trading day's ahead.

Short term had be broken.Now on mid term range rally RM1.40 to RM2.40 base on outlook business progress.

Test on record high by tomorrow.What will be ?

Make believe on Benalec.Bright future outlook and it
offers attractive capital gain on current intention focus by Fund managers.

Good position input from Alex.

Thanks dknycom on aggressively approach.Keep up your good work's.

For me.wait for the right opportunities and calculate value before looking at price.Looking for long term invest with great ideas are rare, so bet big when they come along and when have confidence in them.

5 November 2012 Financial announcement date.Let's wait and see..

1)Maintain BUY, FV remained at RM0.81. We are keeping our BUY recommendation for Pantech and its FV at RM0.81 which was derived from a 6x FY2/14f PE, on the back of its sustainable growth plans tabled by the management as well as the positive outlook for the O&G sector.Source:OSK

2)Positive on the stock. Our OUTPERFORM call is premised on Pantech's earnings growth potential and attractive dividend yield that top most of the oil and gas stocks under our coverage. Our fair value of RM0.81, based on 9x targeted PER (based on a close approximate of the 5-year historical forward +0.5SD PER of 8.55x,) on fully-diluted EPS implies a total 22.6% upside (17.4% capital upside from its current share price together with our forecasted dividend yield of 5.2%) Source: Kenanga

3)Valuation
Reiterate our Buy on Pantech at target price of RM0.82, based on CY13 PER of 9x. Our Buy recommendation on the stock is premised on: 1)generous
dividend yield (FY13: 7.2%), 2) Pantech is a beneficiary of O&G capex upcycles in Malaysia and Brazil, 3) margin expansion in upcoming quarters, and 4)attractive single digit PE (FY13: 8.6x) despite strong earnings growth (FY13 EPS: +52%). On top of that, note that we have not imputed any potential upside in earnings resulting from efficiency gain at Nautic, implying upside risk to our earnings forecast.Source: TA

CURRENT OUTSTANDING ORDERBOOK (2012 till 2015).

Total Initial value RM991.2 mil
Total Unbilled value RM561.0 mil

New aiming orderbook just based on Benalec’s 2,000 acres of land in Tg.Piai and a 25% discount to the market value on similar deals within
this area, the implied value for Benalec’s 70% entitlement
rights in Johor is already RM900mil (RM1.14/share).

Sum-Of-Parts value RM1,989.5 mil

Fair Value RM2.48 per share
Capital gain (%) 115.4
FY13F dividend yield (%) 4.3
Total return (%) 119.8

Benalec is a new entry to the repositioning of South Johor
as an emerging oil & gas hub. The stock is trading at only
7x-10x FY13F-15F PEs vs. the oil & gas sectors’ 18x.

RM9..then RM10..then RM11..now above RM12..then RM13 ..Tomorrow going to RM14.Yes !!

Touch record high.Good signal.

Yes.We are same same meaning,same same target.Good man !

I’ve never had the confidence to make precise distinctions about which of the stocks we own will go up more than the others. It’s hard enough at any one time just to find 40 stocks that won’t kill me and another 10 that will make me money.
On current stage I'm focus on oil and gas sector related engineering,procurement and SVC stocks.More home work and follow up needed on top 5 picks selection.