kcfan

kcfan | Joined since 2010-10-24

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Stock

2012-09-19 21:19 | Report Abuse

OPCOM with Telekom Malaysia signed a 82 million renewal order.
OPCOM Holdings announced that the company signed with Telekom Malaysia worth a total of $ 200 million ringgit renewal order.

Proclamation of the company pointed out that its wholly-owned subsidiaries -Opcom cable Limited and Telekom Malaysia signed the contract, it will expire on April 19, 2013.

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2012-09-19 07:49 | Report Abuse

Good signal.Thanks on close following.

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2012-09-14 20:39 | Report Abuse

Thanks petracot on further info share out.Let's wait and see on the progress.

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2012-09-13 23:30 | Report Abuse

The analysts believe that the purchase price of the plan attractive, optimistic about the acquisition at the same time allow Johor the HealthCare extension business tentacles Shigo Sitiawan area of ​​potential new private hospital license granted, except for short-term profit contribution may be insignificant.
Industrial Research, if the 2012 fiscal year earnings growth between 10-15% Johor pharmaceutical care to a $ 4.3 million ringgit acquisition specialist center, purchase price equal to the 2012 fiscal year target price earnings ratio of 8.3 to 8.6 times, compared to the previous acquisition plan The average PE 8-12 fold lower.

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2012-09-13 23:27 | Report Abuse

The new CBS system will try to run in two months, to assist the company to enhance customer service, operational efficiency and operating conditions.
Allegedly, the new system will be an initial priority in the company's East Coast Branch launched overhead in the next five years, expected to reach 100 million ringgit.
The analyst pointed out that the company launched a new system to narrow the distance with other banks, I believe that this is just part of the long-term plan.
However, analysts warned that the company expand their business, enhance liquidity assets can not be ignored, In addition, the company is also required to apply for exemption to the National Bank, to continue operating the core business payroll deduction plan.

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2012-09-13 23:19 | Report Abuse

ksng0307.Yes,You dig the right stock as HSL.Strong fundamental base company.Collect some on Before and after dividend paid out as for today trade.Further more will collect OPCOM by tomorrow on dividend ex-date.

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2012-09-13 21:21 | Report Abuse

Further re-rating from more REIT IPOs, asset injection/AEIs & preference for defensive plays. Like MREITs for its greater acquisition potential and capacity for rental reversions compared to SREITs. Upgraded FY14F earnings on CMMT and Sunway REIT on assumed acquisitions; Top picks in order: CMMT, Sunway REIT, Pavilion REIT.

CapitaMalls Malaysia Trust; Buy; RM1.78
Price target: RM2.20 (Prev: RM1.85); CMMT MK
Strength in Penang malls
QB Mall injection lifts FY14F earnings by 8%. Existing properties will support near-term growth; unpriced ECM AEIs to offer further upside. TP lifted to RM2.20 after tweaking earnings and DCF assumptions.

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2012-09-13 21:18 | Report Abuse

ksng0307,do not divorced from fundamentals.If the stocks can meet the basic 6 standard fundamental requirement as below,why not invest a portion or collect more during weakness? Prefer to do your home work and let me know you found out the potential stocks.Thanks
1. cash on hand is strong enough to pay off all debts(Currently net cash).
2. high dividend that bond return.
3. diluted earnings per share
4. 20% or above shareholders' funds returns (ROE)
5. value per share (NTA) over stock
6. Low PE rate.

News & Blogs
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2012-09-13 13:31 | Report Abuse

Wooo not bad.Go further...

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2012-09-12 23:26 | Report Abuse

KPJ Healthcare Bhd has proposed to acquire a 100 per cent stake in Sri Manjung Specialist Centre Sdn Bhd (SMSC) for a cash consideration of RM14.25 million.

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2012-09-12 23:19 | Report Abuse

MBSB will spend RM100 million to upgrade its core banking system, in the next five years in succession, in order to narrow the gap with the banking industry between subsequent transformation into a bank opportunities.
Source :http://www.orientaldaily.com.my/index.php?option=com_k2&view=item&id=23500:1&Itemid=198

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2012-09-12 21:32 | Report Abuse

I bought and hold it since early on 2012 till now.Slow and steady stock.

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2012-09-12 21:26 | Report Abuse

Langat River water treatment station tender instructions will be held
Breaking News 2012-09-12 16:50
(Kuala Lumpur, the 12th) Selangor government has not "green light under the Water Asset Management Company (PAAB) today convened Langat River water treatment station plan 2A ancillary the tender project description will get 65 140 representative attend.
A 2A of supporting the accused does not dispute involving the central government and the Selangor NLD.
Company representatives will participate in tomorrow (the 13th) to the project site inspections to understand the substance of the case will determine whether or not to participate in the bidding.
However, after listening to today's report on the water asset management company has sold 15 copies of RM5, 000 each bid application form.
Tender the project full name "2A supporting water supply network system development Langat River water treatment station and Selangor / Federal Territory of Kuala Lumpur - the construction and completion of the 1130 million liters (MLD) Langat River water treatment station." .
Bid application for asset management companies in the water on sale from September 12 to October 12, the closing date at 12:00 on the November 20.

Stock

2012-09-12 21:20 | Report Abuse

The market forecast the company's 2012 fiscal year net profit of up to $ 3.8 million ringgit net profit in 2013, compared with $ 5.6 million ringgit, but we think the new smart phone distributors contribution to make sites higher and enterprise systems, may make 2013 earnings appear surprise. "the management of the ECS predictable, with a product portfolio continues to expand, the second half performance is expected to strengthen further.

Stock valuation has been undervalued by the market
Maybank added ECS stock dividend rate of 5.6%, and net cash of up to $ 2.3 million ringgit, the past five years, the compound annual turnover growth rate of 10.3%, net profit growth of 31.9%, and the past record of excellence.
To this end, the bank is confident that the current stock valuation was undervalued by the market and by the market revaluation coming, to give a target price of 1 ringgit 78 cents, and is not rated.

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2012-09-12 21:15 | Report Abuse

Health Holdings (IHH, 5225, trade service group) is the world's leading healthcare service providers, analysts optimistic about the virtue of good cost management, as well as aggressive expansion tactics conducive to safeguard the Group's earnings outlook, the foreseeable short-term profit earned benefits will be maintained at a level of 20%.
MIDF Research said, thanks to steady turnover growth and good cost management, integrated healthcare holding 2010 and 2011 fiscal year operating profit (EBITDA) were up 23% and 33.8%, bringing EBITDA of 18.1% and 21.1% earn benefits I believe that the existing management can be maintained in the foreseeable future EBITDA earn benefits at 20% level.
"Because of the scale, we expect integrated healthcare holding has economic benefits will take advantage more than competitors, and mergers and acquisitions synergies created by the Acibadem, will also become the group to achieve cost savings and profit growth resource platform."
Therefore, MIDF Research give comprehensive health care holding compared to regional peers enterprise value times the value (EV / EBITDA) 5% premium reasonable price of RM3.00 and 26 sen, it is believed that the existing stock has a reasonable reflection of the market is expected to maintain "and" rating.
Source :http://biz.sinchew-i.com/node/65102?tid=18

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2012-09-12 21:11 | Report Abuse

At present, SKP has secured over RM1.5 billion of new contracts making it well on track to achieve the research house‘s assumption for FY13 contract wins at RM3 billion.

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2012-09-12 21:09 | Report Abuse

The continuous drop in quarter earnings due to lower palm oil prices and lower productivity rate signals limited upside to the company’s outlook especially faced with its ageing oil palm trees that account for 53 percent of its estates. Replanting exercise would cause further loss of income for the group.

Stock

2012-09-11 21:24 | Report Abuse

Sector Update

2QCY12 results were all within expectations. Despite more aggressive competition from Maxis, DiGi and Celcom produced a fairly good set of 2Q results, while Axiata had a solid 2Q.
Non-voice contributions took a breather in 2Q, but we note that 1Q non-voice revenue was boosted by rather high device sales of iPhone 4S.
A positive takeaway from 2Q is that industry voice revenue has held up fairly well. Maxis and Celcom saw just a marginal sequential decline in voice revenue of 0.7% and 0.4% respectively.
Despite intensifying competitive behaviour, we believe earnings growth momentum for the sector remains intact. The recent partnership between Maxis and Astro suggests more competition for retail fibre subscribers, but we still like TM as the owner of the HSBB infrastructure (thus benefitting from wholesale revenue). Maintain Overweight on sector.

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2012-09-11 21:18 | Report Abuse

Totally agreed.Thanks Mat Cendana on right comment info.

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2012-09-11 21:13 | Report Abuse

Potential rerating? GCB is fairly valued at RM2.40, based on FY13 8x PER, which is in line with its 3-year average PER band. In view of the steep discount to the sector's average PER of 12.0x, the implied PER is fairly low and we do not rule out a potential rerating on the stock due to 1) the increase in liquidity after the recent bonus issue, 2) decent yield of 3.9% and 3) the twin catalysts for positive earnings growth rate.

Stock

2012-09-11 21:06 | Report Abuse

Defensive stock during overall market weak.

News & Blogs

2012-09-11 14:03 | Report Abuse

Steady man.Buffettology method applied.Good luck always.bro

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2012-09-11 13:57 | Report Abuse

Thanks horseykl.Currently waiting for next opportunities on some targeted future potential stocks.To move home in current stage .Let's explore more if right market sentiment available

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2012-09-10 23:21 | Report Abuse

ECS ICT plans 1-for-2 bonus issue is expected to be completed by the fourth quarter of this year.
http://klse.i3investor.com/servlets/fdnews/213605.jsp

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2012-09-10 23:16 | Report Abuse

I'm not holding this stock,but just for sharing for you guys reference.
Scomi Marine (SCOMIMR, 7045,), (Kuala Lumpur, the 10th) in the second half performance likely weak, but Scomi Oilfield (SOL) is expected to become the main business growth next year, driven by the 2013 fiscal year earnings doubled to 120 million ringgit.
RM 5.4 million of special charges due to the streamlining of operations and terminate employees Subscription Plan, Quarterly Scomi Marine second quarter net profit fell 45% to 8.9 million ringgit, management admitted that the the Indonesian shipping fees frustrated and lower the amount of coal will be dragged down under half of the performance.
Nevertheless, Wong Vickers optimistic about the company in the year by end completed the acquisition of Scomi Oilfield plans, estimates Scomi Oilfield drilling fluid and drilling management services continued strong demand performance can be expected.
The bank foresees the to Scomi Marine for RM25 million net profit in the 2012 fiscal year, the oilfields of material Yinshigemi next year, an increase of up to 167% year-on-year to 120 million ringgit.
Scomi Oilfield orders amounted to 10 billion ringgit, is not credited as the bidding reached $ 1.5 billion, these contracts powerful risk service contract will be awarded in the years of its lowest oilfield may also be a catalyst.
Huang Vickers also believe that the oil and gas services Scomi Marine the earnings main, ocean engineering vessels (OSV) and oilfield services is estimated to account for the 2013 financial year turnover up 77%, oil and gas capital spending this year to rise 11%, also for bring more business opportunities oilfield services.
The line to the reasonable price of 43 cents, which means a potential increase of 41%. The bank believes that the stock is now only 5 times the trading of the 2012 financial year earnings per share for the cheapest stocks in the Malaysian oil and gas stocks. (Sin Chew Daily / Finance)
http://biz.sinchew-i.com/node/65013?tid=18

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2012-09-10 10:54 | Report Abuse

Yes.Minor rebound on low volume.

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2012-09-10 10:52 | Report Abuse

Minor rebound.Good signal before dividend paid out date on 14Sept.

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2012-09-08 00:08 | Report Abuse

Next month to four water companies mentioning offered to purchase the the program Snow government restructuring water
Klang Valley Local News 2012-08-30 12:43

(Shah Alam, 29, 2009) Selangor state government has received the Energy, Green Technology and Water Ministry letter to admit restructuring of the water industry, and in the second week of September to the state's four water companies offer purchase program.
Selangor Minister Dansilika legislation, said today in a press conference of the State Executive Council, the state government has received a letter of Water Minister Datuk Seri Peter Chin Fah Kui, expand overall water restructuring plan agreed with the state government.
"The state government has discussed the proposal at the beginning of August, and ready in the second week of September to the four water companies, the Selangor River Co., Ltd. (SPLASH) south of Selangor water management institutions (ABASS), Selangor water supply Company (SYABAS), as well as supplier peak (Puncak Niaga) provides Presents purchase program.
http://www.nanyang.com.my/node/473435?tid=511

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2012-09-08 00:00 | Report Abuse

Analysts' rating mixed on Puncak Niaga.
http://klse.i3investor.com/servlets/fdnews/213478.jsp
What you opinion on Puncak Niaga ??

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2012-09-07 23:45 | Report Abuse

Observe that Puncak’s bottoming phase would be completed once the stock recovers above the RM1.30-1.40 level. I do not expect a quick recovery until the stock has broken above its intermediate downtrend line at RM1.55
.that should keep watch out into consideration if he/she wishes to try this high risk & high reward trade.Myself direction is accumulating during weakness.Trade base on margin of safety.

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2012-09-07 07:55 | Report Abuse

Target price of RM2.70 based on a targeted P/BV of 1.6x over FY13 BV of RM1.70. Our target price of RM2.70 implies 7.1x and 6.0x PER on FY12 EPS and FY13 EPS respectively. At the current level, the stock offers a potential capital upside of 21%. Together with an additional dividend yield of 2.5%, this will bring the potential total return to 23% over the next 12 months. The group's ROE of 28.1% remains one of the highest among financial stocks.

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2012-09-06 13:49 | Report Abuse

Buffertology next entry price beloe RM1....Crazy kcfan

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2012-09-06 12:45 | Report Abuse

Viewing on collect more during weakness . Targeting on RM2 ?

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2012-09-06 12:29 | Report Abuse

Profit taken in 1st.Keep capital in 2nd.Cheers

News & Blogs

2012-09-06 12:24 | Report Abuse

Unexpected dropping by most of ppl.Profit taken ahead and ready to pick potential counters in next cycle.Is the time I'm waiting for...

Stock

2012-09-06 08:02 | Report Abuse

IHH Healthcare Bears US$460.7mil Risk
IHH Healthcare (IHH)’s foreign exchange exposure risk remains a concern to analysts as IHH’s Turkish arm Acibadem Holdings had reported foreign exchange losses on an unhedged loan amounting to US$460.7million.The loan, which is serviced in Turkish lira, has a US$257.1millon payment due in 2015. The remaining RM203.6million is an amortised loan that will be repaid in semi-annual payments until 2018. Few analysts considered the foreign exchange risk a non-major concern. One analyst from CIMB Investment Bank said the management has been capable of containing the foreign exchange risk and believes that the US$500million debt is expected to be refinanced, most likely in the Singaporean or Malaysian market to benefit from interest rate savings. Currently, exchange rates are increasingly trending in favour of the Lira. The currency is less volatile than it was two to three years ago.

Significance: According to IHH, Acibadem’s earnings are largely dependent on the year-end US$ to Turkish Lira exchange rate and its impact on the unhedged borrowings. Although the earnings for the second quarter ended 30 June were slightly below expectations, stronger growth is expected in the second half.

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2012-09-05 20:21 | Report Abuse

Sold all for profit taken on RM1.54 hold it since Chinese new year time.See you then Gtronic.Bye !

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2012-09-05 10:58 | Report Abuse

bro kc,not a good deals on current trading situation.Trade in safe.Any how good luck .

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2012-09-05 07:56 | Report Abuse

Group Prospect
The continued growth in earnings in the 2nd quarter 2012 was attributed to the Group’s efforts to increase its loans in the retail segment. The Group has launched several new financial products going into the first half of 2012. The Group continues to give focus on fee-based income to further enhance profitability. New products and services to be offered will be supplemented by our continuous effort to further improve the customer service level.
Barring any unforeseen circumstances, the Group expects to record satisfactory performance in 2012.
Group targeted to be begin a full pure bank facility company early by next year.For me is a good news on group prospect aggressive outlook.

Stock

2012-09-04 23:52 | Report Abuse

Timecom in a fiber-optic network to supply the market share of 10%, while the number of customers amounted to 50,000. He pointed out that last year with Astro to launch Internet TV (IPTV) services are subject to a good reaction. Maxis in cooperation with the Astro promote network TV services, based on other broadband speed is limited and will not pose any threat to the business of TIME dotCom.

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2012-09-04 23:49 | Report Abuse

LMCEMNT is about to become a "zero liability" company, brokerage optimistic about the ability to distribute higher dividends in the short term.

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2012-09-04 23:46 | Report Abuse

FAVCO received a total of 89.6 million ringgit offshore crane purchase contract, the expected contribution of the fiscal year as of the beginning of the end of December this year.

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2012-09-04 23:45 | Report Abuse

TIMECOM has invested RM100 million to build a home broadband, its time fiber (TIME Fiber) speeds of up to 100Mbps, Malaysia's fastest home broadband service.Source from Chinapress.com.my

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2012-09-04 23:42 | Report Abuse

Momentum would pick up for the second half of this year as the company focuses more on investing in its infrastructure services and in its people. The Telco has allocated RM2.6billion capital expenditure this year, of which RM800million has been spent.

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2012-09-04 23:40 | Report Abuse

Asian gas prices are likely to fall in the long run and this will add as a positive for TNB. This will encourage the Government to reduce subsidies quickly as current run rates are not sustainable.

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2012-09-04 23:31 | Report Abuse

TM,Unifi high-speed broadband business growth rate returned to normal levels, analysts optimistic about the next wave of growth will be driven from the enterprise technology services business.
Currently, the through VADS company development of Information and Communication Technology (ICT) and business process outsourcing market, business covers video conferencing, database, server and storage, cloud computing.
2011 financial year, VADS contributed RM 1.9 billion turnover and a profit of 300 million $ 100 million ringgit, accounting for 21% and 26% of the turnover and profitability of the Telekom Malaysia.
Link info:http://biz.sinchew-i.com/node/64790

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2012-09-04 23:23 | Report Abuse

LMCEMNT began last month, the cement price rise by 6% in the next two years is expected by the large-scale projects insulation with the local cement demand, analysts optimistic about the half of the product make the site back to Young, and the company will pay off the floating-rate notes, short-term ability to pay dividends is expected to be strong.

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2012-09-04 16:25 | Report Abuse

High potential to hold till dividend ex-date if no major market sentiment impact.Why planning to keep some ? on your own risks...intend.

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2012-09-04 11:44 | Report Abuse

Touch back on RM1.05 .Good sign.