Strong support on level RM2.37 Awaiting for Q2 earning announcement .

Thanks hw0706 on the impress statement.Keep up the focus stock sector update.

Palm Oil Has First Weekly Gain In Six As Malaysian Exports Climb
Palm oil prices posted its first weekly gain in six, after exports from the world’s third largest producer, Malaysia rebounded as the lowest price in 10 months lured buyers. The November-delivery contract closed at RM2,962 a metric ton after gaining 0.7 percent on the Malaysia Derivatives Exchange, the highest settlement price for the most-active contract since 31 July. Futures on the other hand, advanced 2.8 percent this week after dropping to a 10-month low of RM2,820 on 14 August. For the first half of August, Malaysia’s exports climbed 7.6 percent to 606,449 tons when compared to July in the same period. Exports fell 15.3 percent to 1.3 million tons in July from a month earlier according to the Malaysian Palm Oil Board on 10 August. Palm oil for January delivery rose 1 percent to close at Rmb7,814 a ton on the Dalian Commodity Exchange.

Significance: Malaysia’s palm oil exports began a tentative recovery for the first half of August attributed by higher shipments to China and India. However, there is a slim chance that production growth may be higher than export growth.

Market bleak affect valuation

Say no resting or put brokerages estimated market bleak or GCB today shelve the secondary listing of the reasons, resulting in the company is unable to obtain a good valuation.

　 Research analyst in the report that the company originally planned secondary listing in Singapore, narrowing the gap with the food industry also listed in Singapore.

　"However, believe that is because of poor market conditions, the market has been unable to achieve substantial valuation, I believe the company to cancel the listing plan."

　The analyst pointed out that, currently listed in Singapore, Petra Food was valued at 14.6 times PE ratio, but the GCB local market would have only been 6.4 times PE ratio.

　However, if compared to the lower valuation JB Foods 4.5 times PE ratio will affect the future appreciation potential of the GCB can not really narrow the valuation gap.

　"Although the plan to cancel does not affect the company's fundamentals, but inevitably the share prices of natural phenomenon of reflection, change the share price trading range, so the target price lowered to RM3.00.

analysts believe that the soil global (FGV, 5222, planting group) valuation fully reflect the fundamentals, temporarily do not recommend buying the stock.

The analysts also pointed out that, to strengthen the efficiency of the company's upstream business will be faced with the soaring cost of short-term pain, while downstream operations continue Mongolia deficit outlook tend to be conservative.

CIMB Research said the associated soil global earlier denied a 30.39% equity interest in the news of the takeover offer sand planting (SWKPLNT, 5135, planting group), the bank also think, if this news is true, indeed surprise and emphasized that the Scheme have limited impact on the company's oil palm acreage and profit contribution only may be increased by 9% and 2% respectively.

The analysts stressed that, to the contrary, this acquisition may reduce the average yield of the world's oil palm associated soil, planted in 2011, the yield per hectare is only 13 tonnes due to the sand.

"We do not recommend global holdings associated soil, after all its current valuation reflects fundamentals." Pacific Securities, said associated territories worldwide will adopt a number of steps to procure the 2013 fiscal year from the harvest of fresh fruit bunches up 3%, which includes new mature oil palm planting to high-yielding trees since 2002 in the Congo (Yangambi), Yang Gan than planting 80,000 hectares of new trees.
However, the analyst added that the company's downstream business material Mongolia loss sustained in the 2012 financial year, the main benefits was negative due to earn refinery.
The Canada of TRT-ETGO the Canola oil and soybean oil processing has been operating earnings, but the entire processing part of the continued loss-mainly the insufficient capacity of the relationship; once capacity increased from the present 2,500 tonnes per day $ 900 tonnes, is expected to achieve a balanced budget. "
Management expects the company needs 60,000 hectares of oil palm plantations have been planted, and the medium-term plan to acquire 2,500 hectares of oil palm plantations have been planted, and another 10,005 thousand hectares planted garden, which listed obtained 49% of the 4.3 billion ringgit , will serve this purpose. (Sin Chew Daily / Finance)

Malaysian takaful in alliance with the strategies of the two local financial institutions to launch the Bank Islamic insurance products has made good progress and achieved sound growth of its Islamic insurance charges, and the future the main pillars of the business growth.
Strategic alliances, the company with MBSB as well as the Malaysian Islamic bank (BIMB) launch the Bank Islamic insurance products, good progress and actively promote its partners descending Islamic credit Islamic insurance (personal finance Islamic insurance products) and housing credit insurance products expected its future the Islamic insurance charges sound growth.
OSK Research pointed out that the company's management said that another two local financial institutions to pave the way for a strategic alliance is expected to be made up to 500 million ringgit a year turnover for the company. However, because the alliance has yet to be finalized as the line is not potential contribution counted. (Sin Chew network)

Thanks ledzepp on hard sell on TM.Expecting high improving on earning forecast and brighter outlook on bz progress.High dividend yield declaration on interm period.Is high expectation on my hope.Let's wait on the coming announcement soon.

Bonus 2:1 and dividend paid out 2.5 cents.

Steady words impress.Totally make sense.Great

Mr.Market is define the share price position.Not bcos of old man needed.Lesson learn.

minor rebound.good

Possible to break RM6 ?

General meeting and earning announcement by tomorrow.

The short-term stock price trends or 8.40-8.54 ringgit due technical support.

Possible on continue their uptrend,Collect more during weakness.

http://www.theedgemalaysia.com/insider-asia/218058-digi-regular-dividends-are-a-dependable-income-stream-.html
Share link info.

IHH for long term invest.
http://www.theedgemalaysia.com/index.php?option=com_content&task=view&id=217485&Itemid=170

http://www.theedgemalaysia.com/insider-asia/217656-ihh-resilient-with-good-prospects-.html
IHH resilient with good prospects.Share link

The RM3bn acquisition of Proton Holding is the load for DRB-Hicom.
Disposition on sell Bank Muamalat and potential Uni-Asia insurance division are look like must to go thru for reducing their high net debt,total RM3,374m.but the outlook or progress execution will take long period of time to bring down gearing and allowing it to focus on the auto sector.Personally I'm dislike auto sector as a investment pick.

It will benefit from the coming Samsung galaxy note2,note 10'1by this month end announcement.Indirect will increase more profitable and dividend paid out on financial year forecast.Keep the good stock come true.Lol

I'm seeing 2 possible message in my mind on above topic discussion.1st investor is intend to take more risk on un-value added stock as "dream portfolio"counter to make their dream come true.2nd investor is impress on value investment.Finally who will be gain on capital on time being at last ?

Most of people assume that risk and reward are positively correlated, because investors presumably require higher expected returns in order to be willing to assume additional risk. But or value investors, risk and reward are negatively correlated. The greater the extent to which perceived value exceeds market price, the higher the potential reward and the lower the risk.

is a little like a movie theater that has a special rule where if you want to leave the theater you need to find someone outside the theater to take your seat. This is because for every trade there is both a buyer and a seller. This analogy is useful in understanding why investors can collectively behave irrationally and drive stock prices up or down far beyond their intrinsic value. When consensus is reached about what the next big thing will be, everyone piles in, paying any price to get a seat. At other times, people see smoke in the theater, and everyone wants to rush out but there are no buyers and so the prices crash. Savvy value investors look for instances where there's smoke but no fire, enabling them to get good companies at substantial discounts to intrinsic value.

I learn popular "Accounting" terms.
EBITDA
Definition
Earnings Before Interest, Taxes, Depreciation and Amortization. An approximate measure of a company's operating cash flow based on data from the company's income statement. Calculated by looking at earnings before the deduction of interest expenses, taxes, depreciation, and amortization. This earnings measure is of particular interest in cases where companies have large amounts of fixed assets which are subject to heavy depreciation charges (such as manufacturing companies) or in the case where a company has a large amount of acquired intangible assets on its books and is thus subject to large amortization charges (such as a company that has purchased a brand or a company that has recently made a large acquisition). Since the distortionary accounting and financing effects on company earnings do not factor into EBITDA, it is a good way of comparing companies within and across industries. This measure is also of interest to a company's creditors, since EBITDA is essentially the income that a company has free for interest payments. In general, EBITDA is a useful measure only for large companies with significant assets, and/or for companies with a significant amount of debt financing. It is rarely a useful measure for evaluating a small company with no significant loans. Sometimes also called operational cash flow.

Herbert,good bet and intention of your effort on sharing.Let's me stay more focus on this further potential outlook information.With on my point of view is undervalue stock.Thanks

GCB announced that the company decided not to implement its secondary listing of the Singapore Exchange.

Source were Group Managing Director and chief executive officer Zheng He associated in a statement issued today said: "after careful consideration, we hope to re-evaluate their own strategic direction, to take of development activities required capital conditions."

He added: "We are still committed to expand their business to the world, to take one of the world's leading cocoa processors in the future. In addition, we remain focused in the implementation of growth strategies, in an effort to source-cases in Group continuing interest. "

The sources were Group is one of the largest cocoa processors in the region, its annual production of 200,000 tonnes. The company a total of two treatment facilities were built in the Gudang Brazil and India Nipah Batam (Batam is).

On message above : What are the impact on share price reflection on coming days ? On current low row material of cocoa price and strong US dollar rages will benefit on improving the earning forecast.
What decision will be make on myself..to reduce hold or buy more during weakness ?
Can someone share your opinion.Thanks in advance.

For the cement industry, the domestic cement industry to enjoy a better financial fundamentals, product demand is greater stability, coupled with the oligopolistic nature, the more benefit from the project of economic transformation.
The potential positive of the cement industry with economies in transition project as scheduled, the steady demand for industry development plan, coal prices decline and slowdown in price competition density.
Myself still prefer top pick for Tasek with high paid out of dividend.2ndly on sector select on LMcement accumulate during weakness.

http://klse.i3investor.com/blogs/nexttrade/16173.jsp
Share link info.

Yes,From one of the investment book.Named:Pick stock like Warren Buffett.Hard to read in English version.

A company would have to meet seven of the following ten criteria (as laid out in Security Analysis) before would consider it a cheap stock:
1. An earnings-to-price yield (the opposite of the price-earnings ratio) that is twice the current yield of an AAA (top-rated) bond. If bonds are yielding 5 percent, the earnings yield of a stock should be 10 percent. In other words, you could get 5 percent fairly safely; to take on the risk of a stock, you want twice the possible reward.

2. A p-e ratio that is historically low for that stock. Specifically, it should be two-fifths of the average p-e ratio the shares had over the past five years.

3. A dividend yield of two-thirds of the AAA bond yield. (Obviously, stocks that don’t pay dividends wouldn’t qualify under this rule.)

4. A stock price that is two-thirds of the tangible book value per share.

5. A stock price that is two-thirds of the net current asset value or the net quick-liquidation value.

6. Total debt lower than tangible book value.

7. A current ratio of two or more.

8. Total debt that’s not more than net quick-liquidation value.

9. Earnings that have doubled within the past ten years.

10. Earnings that have declined no more than 5 percent in two of the past ten years.

In current market is very hard to meet 7 out of 10 criteria on value or cheap stock in M'sia market.Who can tell us with one or more you intent to share for discussion ?

建议选股标准：
1.股价合理（本益比8倍以下）
2.盈利有增长（来年盈利可望比往年高）
3.债低，若债高则必须现金流平稳。
4.周息率高於银行定存利息。
5.行业景气走上坡。

在过去两年中，中国股市火红，指数翻了数番，
但打工仔炒股，70 巴仙赔本。
大牛市中尚且赔本，则在熊市中岂不亏得更惨？
大马的散户也好不到那里去。
散户人人希望买到有人炒作的股票。
但是，他们从来没有去计算在1 千1 百家上市公司中，有多少家被炒作？
相信不到10 家。
你能猜到被炒作股票的机会，跟中千字票不相上下。
你有那么幸运吗？
绝大部份股票，都是因为业绩改善而上升的。
勤做功课赚钱机会高.
股市不可预测，即使是理由具足，也可能出现“意外”。故投资者必须坚持只买好股，并作长
期投资打算以防“万一”。切勿投机取巧，冒不必要的风险。
“稳扎稳打”
“保本至上”。
Just for sharing without other objective purpose.

Telekom Malaysia (TM, 4863, Main Board of Trade and service group), announced its latest submarine cable systems "Sunshine Malaysia" (Cahaya Malaysia) since August 20, carrying Internet traffic linking Malaysia to Japan Malaysia to Hong Kong networking will be the first quarter of 2013 to complete.
The sun commenced since January 2011, the Malaysian system, fiber-optic cable system is wholly owned by Telekom Malaysia, the system is one part of the Asian submarine cable high-speed system (ASE) to join Malaysia to Japan, Hong Kong, the Philippines network and Singapore.
Telekom Malaysia's global executive vice president Mohamed Lo Mai said in a statement, the launch of the latest submarine cable systems very encouraging, this is not just Telekom Malaysia is the Malaysian telecommunications industry milestone.
Sunshine Malaysia Telekom Malaysia's largest investment to date in a single international submarine cable system.
Telekom Malaysia is currently owned and leased more than 10 submarine cable systems. (Sin Chew Jit Poh / Finance)

Telco stocks.steady x2.Company earn money .share price up.Reasonable deal.Right

In actual fact,the company of biz make profit more and more ,plus reasonable dividend paid out.I will hold until market sentiment had change.

Wooo Steady steady.

bro,just feel a bit sleepless and check you guys busy chat what...Not thing must.Happy holiday days in advance.

The company's first-half loss narrowed by 54.5 percent, Mongolia loss of 84.12 million ringgit; turnover fell 6.1 percent to 4.7 billion 91.01 million ringgit. The company's turnover fell mainly due to the decline in petroleum and chemical business income caused by lower oil shipping and revenue reduction in the number of days. Aframaxes and super-large oil tankers (VLCC) Quarterly freight rates rose by an average of 21.6 to 65.6 percent, but its oil revenues still fell 11.5 percent due to the operation and benefits of the number of days to reduce. However, mobile offshore production unit commenced in August, and the old and new project development of the heavy machinery to help slow down the oil and chemical business turnover slipped to the impact. In addition, the company's pretax profit rose offshore business is good, store the increased contribution of the terminal and the oil business losses narrowed.

Must keep for future explore and the best with you.

About 70% from my posting counters.Will planned to cut it less and less on target profit taking before GE13.Hopefully so..

Bro KC,Good sharing with you and all value investor..

The current horse-cap stocks, many stock market experts surprise, especially the goal of most of the forecast year-end horse shares will fall to 1600 or below. Horses but shares but going against the market will move up to 1653.78 points by August 15, breaking a record high peak.

Perhaps aware of the movements of the horse shares to continue to higher stock market analysts, however, sent a message to the market, based on their considerations, but given the more conservative or have reservations about the view.
Published the analysis of their stock market analysts, investor reports and recommendations based on fundamental or technical factors, and give advice to their professional views on the stock market or a stock analysis in Believe it or not issued by you on the basis of , to provide investors with some comments and references.

Ma-cap stocks exceeded market forecasts, I believe there are many factors and speculation. Which may also include domestic and international risk and assessment, have taken the the Ning wrong Do not miss the attitude, and do not involve too much risk.
In the stock market, often the basic factors is one thing, the reality is another matter. Analysts, and more reluctant to sensitive political factors, to make too much speculation, or at least in the open market, and do not want to make too many political issues comments, sometimes announced, only "superficial" point to So far, so this was originally the most important analysis of factors, but was diluted or restricted in the open.

Analysis and the ins and outs of the political factors, investors, particularly retail investors, under the current investment environment, only to fend for themselves, and quickly thirteenth on the upcoming national elections, a certain degree of knowledge and accurate judgment, only may understand the horse shares beyond market speculation clues.

As we all know, the horse stocks the biggest uncertainty is the thirteenth national elections, political factors. When it held so far still do not have any public speculation was more than a year ago, the market has been speculation that the election when it arrived, no one has guessed.

Election victories will be about the future trend and direction of the horse shares, not easy to accurately estimate. The future political situation, but no one can accurately analyzed affect the horse shares the main focus.

However, Ma's stock performance beyond the market forecast, there is a saying in the market is likely in order to create a good sense of atmosphere, as well as to the performance of the economy and stock market performance.

Desire to maintain a good atmosphere in the market, can not let Magu Yang l, at least not be able to make it fell. Some market participants believe that the stock market there is always an invisible hand is in charge of the actual situation, however, whether the case, it is believe it or not, analysts no way of concrete analysis of the main reasons, because it really seems to be also No, difficult to research.

Another idea in national elections require a lot of manpower, material and financial resources, to get the money, the stock market is an important source. To obtain financial resources from the stock market, you rose from the stock market can more easily achieve the purpose of gaining money.
In a decline in stock market arbitrage, like flesh cash, the effect is much less profit than rose. Therefore, the general election set off a national election high tide on the eve of a high chance may be the reason.

Exclude other factors at home and abroad did not say, If we can grasp the right domestic political developments, I believe that even if not removed from the horse shares of profit, lost opportunity is also greatly reduced. Therefore, the current national elections do not guess already very close, and now may be the analysis of who will win, it will be the key to win in the horse shares ahead of the layout.

http://biz.sinchew-i.com/node/64054

Technically on long term uptrend.If break RM6.01 will more more better.Let's wait and see.

Focus on under value stock.Must keep

Apex Healthcare Bhd's (AHB) 1HFY12 results were largely in line with our expectation. Its revenue of RM204.8m made up about 50.5% of our full-year target. Management has declared an interim dividend of 6.0 sen. We are maintaining our FV of RM3.84, pegged at its 10-year average PER of 9.5x, which suggests a potential upside of 23% from the current share price.

Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period
30/06/2012 30/06/2011 30/06/2012 30/06/2011
RM '000
1 Revenue 501,349 466,314 968,412 925,323
2 Profit/Loss Before Tax 8,058 22,766 8,134 62,740
3 Profit/Loss After Tax and Minority Interest 6,374 17,583 4,324 49,740
4 Net Profit/Loss For The Period 4,212 15,144 3,614 44,935
5 Basic Earnings/Loss Per Shares (sen) 0.88 4.69 0.90 13.91
6 Dividend Per Share (sen) 0.00 0.00 0.00 0.00
As At End of Current Quarter As At Preceding Financial Year End
7 Net Tangible Assets Per Share (RM) 1.1600 0.9700

16/08/2012 07:19 PM

No share link provide.

Mah Sing Q2 pre-tax profit rises to RM82.9m
http://klse.i3investor.com/servlets/fdnews/213257.jsp

Another good profit earning QoQ. Timedotcom posts higher Q2 pre-tax profit.Good counter must hold.Cheers.
http://klse.i3investor.com/servlets/fdnews/213274.jsp

I need more researh on Maybulk too on sector select.

Siapa curikan duit raya saya dlm counter ini ???

Good counter must keep long looooog time.

I missed this counter since at RM1.20 on few months back.Congrat to value share holder on this counter.All the best.