kcfan

kcfan | Joined since 2010-10-24

Investing Experience Intermediate
Risk Profile Moderate

Followers

0

Following

0

Blog Posts

0

Threads

1,881

Blogs

Threads

Portfolio

Follower

Following

Summary
Total comments
1,881
Past 30 days
0
Past 7 days
0
Today
0

User Comments
Stock

2012-08-16 16:36 | Report Abuse

No clear outlook on this counter after disposed Permanis to Asahi.Myself avoid to invest on it.

Stock

2012-08-16 16:09 | Report Abuse

Mudajaya mudaraya....KC ,I use your word "steady steady".

Stock

2012-08-16 16:04 | Report Abuse

Besides of Digi ,TM also not bad as of now.Touch to RM6 today closing.

Stock

2012-08-16 14:36 | Report Abuse

Tasek bagi duit raya banyak banyak woooo.Selamat hari raya to all my muslim investor.

Stock

2012-08-16 10:48 | Report Abuse

Bro,yes managed to collect some since last post.if break RM2.78 will be better .Thanks and cheers.

Stock

2012-08-16 07:49 | Report Abuse

Potential growth counter.collect more during weakness.

Stock

2012-08-15 22:48 | Report Abuse

Oilseed and grain business from profit to loss, cultivation and palm oil plant business profit plummeted, and other factors, leading to the world's largest palm oil processor Wilmar International (Wilmar International) as of the end of June the second quarter net income plummeted 70.2 percent to 100 million $ 17.14 million (300 million to 66.3 million euros).
The half year net profit fell 52.2 percent to 300 million $ 72.99 million (1.1 billion 66.34 million ringgit).
Group Chairman and CEO Kuok Khoon Hong, frankly, short-term outlook is very difficult, although the group has the ability to benefit from the growth in demand of agricultural commodities, especially in Asia and emerging markets such as Africa.
Group's half year revenue rose 6.9 percent to $ 21.4 billion to $ 90,680,000 (67.2 billion to 1.36 million euros) in the second quarter revenue rose 4.3 percent to 11 billion $ 19,740,000 (34.4 billion 58.73 million ringgit).

Stock

2012-08-15 17:55 | Report Abuse

TM - NOTICE OF BOOK CLOSURE

Contents: Capital repayment to shareholders of RM0.30 per share ("Capital Repayment").

Kindly be advised of the following :

1) The above Company's securities will be traded and quoted [ "Ex - Repayment" ]
as from : [ 27 July 2012 ]

2) The last date of lodgement : [ 31 July 2012 ]

3) Date Payable : [ 15 August 2012 ]

Did you received the Capital Repayment who hold the share before Ex=repayment date as from 27July2012 ? Or any further advice ?

Stock

2012-08-15 17:00 | Report Abuse

KC,I'm miss this counter since bonus issue disposed.All the best to you.Thanks in concern.

Stock

2012-08-15 16:56 | Report Abuse

Congrat Bro KC and all Digi share holder.Really appreciate Mr.Market

Stock

2012-08-15 16:07 | Report Abuse

Any latest news on this counter cause to share price rise up ? Intend to know more.Thanks

Stock

2012-08-15 11:38 | Report Abuse

Team Malaysia won the games for today ? Scope 5 points as of now.Excellent.

Stock

2012-08-15 11:36 | Report Abuse

Good stock must keep..

News & Blogs

2012-08-15 11:19 | Report Abuse

Good can go better.

Stock

2012-08-15 09:01 | Report Abuse

Can go higher on dividend issue announcement.Cheers

Stock

2012-08-15 08:59 | Report Abuse

Let's go further "Team Malaysia". sebelum Raya.

Stock

2012-08-15 08:56 | Report Abuse

Foresee today will continue further uptrend..Cheer in advance

Stock

2012-08-15 08:37 | Report Abuse

Sell for the "duit raya" ? If not why sell....for long term invest return.Selamat Hari Raya in advance.

Stock

2012-08-15 08:22 | Report Abuse

Possible to break resistance RM0.685 level by today trade ? Let's wait and see.

Stock

2012-08-15 08:01 | Report Abuse

Yes,good fundamental stock must keep.

Stock

2012-08-14 23:12 | Report Abuse

Yinson will continue to be joint ventures with Vietnam Petroleum Technical Services Agency (PTSC) in Vietnam oil and gas projects.
We strongly agree with this mutually beneficial relationship, This allows both parties have the ability for a better financing regulations to financial institutions, reduce operating and financial risks, as well as Vietnam oil have the opportunity in turn to build its local business.

Experts recommend:
While China and Vietnam stone gas market is full of opportunities, but Hun Sen holding internal debt ratio is maintained at two times in order to maintain fiscal discipline.
It is understood that the company is look to Vietnam a number of floating solutions projects is expected to be start in 2014-2014.
Therefore, we do not rule out the possibility that the company will be a floating production storage and offloading (FPSO), Lam Son, the project (according to the contract of 7 +3), another capital financing activities.

According to the company shareholding in the project, we expect the company to raise of 50000000-60000000 U.S. dollars (about 150 million to 180 million ringgit).

Nevertheless, the company can continue to grow (51% 3-year net profit CAGR) forecast of the 2014 fiscal year earnings ratio of 8 times.

Stock

2012-08-14 22:56 | Report Abuse

Touch to record high...Cheers

Stock

2012-08-14 22:53 | Report Abuse

1)Single Tier 2nd Interim Dividend of 10%

Entitlement Details:
A single tier second interim dividend of 10% per ordinary share of RM0.50 forthe year ending 31 December 2012


Entitlement Type: Second Interim Dividend
Entitlement Date and Time: 18/10/2012 04:00 PM
Year Ending/Period Ending/Ended Date: 31/12/2012
EX Date: 16/10/2012
To SCANS Date:
Payment Date: 08/11/2012

2)Single-tier Special Dividend 4%

Entitlement Details:
A single tier special dividend of 4% per ordinary share of RM0.50 for the yearending 31 December 2012


Entitlement Type: Special Dividend
Entitlement Date and Time: 18/10/2012 04:00 PM
Year Ending/Period Ending/Ended Date: 31/12/2012
EX Date: 16/10/2012
To SCANS Date:
Payment Date: 08/11/2012


Besides of share price increasing and dividend also not bad.Cheers

News & Blogs

2012-08-14 22:37 | Report Abuse

Put under my portfolio list.

Stock

2012-08-14 16:18 | Report Abuse

10% capital gain for today trade as of now.Cheers.

Stock

2012-08-14 15:50 | Report Abuse

Good uptrend.Steady..

Stock

2012-08-14 15:46 | Report Abuse

Still far away for my 2nd target price RM1 80 Cheers.

News & Blogs

2012-08-14 08:01 | Report Abuse

Alam on significant earning recover stage.
Many ppi loss their investment capital on this counter.Technically still on bottom or side ways.No one can predict stock price correctly.If intent to buy on future fundamental value are the right time to collect during weakness.Contra play is on high risk.
Have a nice trading day's ahead.

Stock

2012-08-13 21:22 | Report Abuse

Dialog Group Bhd posted a 10.5% increase in net profit to RM49.6 million in its fourth quarter ended June 30, 2012 (Q4) from RM44.9 million a year ago.

Revenue rose 33.3% to RM499.9 million from RM374.9 million.
The group proposed a final single-tier dividend of 20% per share of 10 sen each for FY12, compared with the previous financial year's 18%.

For the full financial year (FY12), the group posted a 16.2% rise in net profit to RM177 million from RM152.3 million a year ago, while revenue rose 33.3% to RM1.6 billion from RM1.2 billion.

News & Blogs

2012-08-13 21:06 | Report Abuse

QoQ profit improving.Share price improving ? Show time by tomorrow...

Stock

2012-08-12 18:11 | Report Abuse

Recent stock price decline of opportunity, that is accumulated in an attractive and low valuation of quality stocks.

Genting Malaysia's future outlook plans in four countries around the world, namely, the Bahamas, the United States, Britain and Malaysia with individual development plans."

These development plans include:

Bahamas - with partners to set up one each holding half of the associated companies, in order to build a casino in the Bimini Bay Resort in Bimini (Bimini Island) (Bimini Bay Resort). This casino is, Block 7 casino in the Bahamas, its advantage is close to the South Florida coast outside, ended in December last year, the number of tourists visiting the premises up to 50 003 1000 216.

United States - New York governor is working with other potential peers the negotiations, Genting Malaysia will still bid for the New York Convention Center Development Plan. Once you have successfully come to the fore, the company will implement the program, as well as the expansion plans of the New York Resorts World.

United Kingdom - Genting Malaysia Birmingham NEC's casino plan has been approved, and is now awaiting approval of its ground-breaking ceremony. The $ 100 million to 20 million pounds (500 million $ 2.5 million ringgit) development plan is expected to be opened at the end of 2015.

Malaysia - Genting Malaysia will be built next to the existing two hotels in Genting Highlands in 2015, a 700-room hotel, to attract more Singaporean tourists arrival. In addition, the Ice and Snow World (Snow World) in the First World Plaza renovation activities and outdoor theme park replacement program materials will be by year-end, that is completed before the peak tourist period.

Technically is on short term double bottom up stage.Let's monitoring closely.

Is purely a my personal opinion.I personally likes Genting but not a gambler.

Stock

2012-08-12 08:37 | Report Abuse

Yes.Invested on my 5 star basic selection business performance requirement.Latest link as know..
http://www.nanyang.com/node/461810?tid=461target
Thanks bigyellow,if any further info share out.

Stock

2012-08-11 22:47 | Report Abuse

QL still our F&B top pick. F&B stocks generally trade at a richer valuation as their earnings are seen to be more resilient. After all, F&B demand will still grow organically in tandem with population growth. As their products are basic necessities, these companies can easily pass on any increases in raw material costs to
their consumers through product price hikes. Economies of scale and internal cost savings initiatives also help to mitigate the margin erosion arising from the costlier food commodities. Our top buy in the F&B space is QL Resources (BUY, FV RM3.46) as we like its ASEAN region expansion strategy in Indonesia and Vietnam, which will mitigate the impact from higher raw feed costs.

From OSK Research-Consumer sector latest update.

Stock

2012-08-11 22:21 | Report Abuse

Have any other latest update on IHH business progress ?

Stock

2012-08-11 22:17 | Report Abuse

I'm holding this stock.If intent to invest must more patient for longer time to hold due low liquity of volume transaction stock.Correct me if I'm wrong.

Stock

2012-08-11 17:21 | Report Abuse

I would like to propose some simple ways to set my target price come to share, to give hope to have a relatively simple way to find stock investors, of course, the most important thing is to help you make the right investment:
Try to use the PE ratio to the eyes of stocks and industry comparison, lower than the same industry have a great probability that worth the investment.

2 Review the past few months or years the company announced quarter results period, you can pay attention to the Company's performance, if disclosure of the results of the previous quarter, is worth considering as an investment object.
If intends to do investment, usually the minds will be locked in a company, often pay attention to the company's trends, or some basic understanding of the company, perhaps more from the press access to the current economic environment the company have any effect, then for the future development of the company was recognized, it is worth investment or not the hearts of several natural.

In the past year a large number of the company's shares rose, then look at the latest sales growth rate to keep pace with the stock price or, if the increase in performance lofty stock price increase of, it may be said that stock prices low, is worth investing in stocks.

So to say,I don't know my actual 2nd target price yet.Thanks Stock Operator on the concern.Share to us any further ideas.

Stock

2012-08-11 09:13 | Report Abuse

Mixed industrial development

He said Mah Sing Group to look in Selangor, Penang, Johor, Sabah, Perak, Malacca and Kedah state to acquire more lots, and interest in participating in rubber research institutes located in the Sungai Buloh (RRI) Lot Development Plan.

Malaysian research Mah Sing Group on behalf of the stocks growing in the Malaysian industries.

The company has 39 residential, commercial and industrial industries program, the remaining unbilled sales of $ 18.2 billion ringgit. Undeveloped basement area of ​​613 hectares, the potential development value of $ 15.6 billion ringgit.

According to Mah Sing Group's annual report last year, the company's cash and deposit balances amounted to 600 million 65 million ringgit. Loans of $ 700 million zero 5.5 million ringgit, redeemable convertible secured bonds to the value of $ 200 million $ 8.3 million ringgit.

Malaysia predict the profitability of the company's 2011 fiscal year 100 000 000 6,000 9 million ringgit increased to 200 million in this fiscal year, zero-nine million ringgit, the 2013 financial year and 2014 fiscal years is further increased to 200 000 000 6,000 million ringgit and 320 million ringgit.

20-25% of annual earnings growth objectives consistent with this prediction and Mah Sing Group.

http://www.eunited.com.my/index.php?option=com_content&view=article&id=94376:15-&catid=46:2009-10-23-07-13-11&Itemid=75

Stock

2012-08-11 08:48 | Report Abuse

Financial Indicators
FY13 FY14
Net debt/equity (%) 36.3 39.1
NTA/Share (RM) 0 .8 0.9
P/NTA (x) 0 .7 0.7
ROE 13.5 15.1
ROA 8 .1 9.5

My 1st target price met RM0.62 and above.

Stock

2012-08-11 08:46 | Report Abuse

Valuation
 Share price has appreciated by 15.4% since our last update. Anticipate it to rise further on improving earnings outlook as the multibillion investments going into the O&G sector would require more pipes, fittings and flanges.

 Maintain buy and hold using CY13 PER of 9x. It is a good dividend play with an attractive FY13 dividend yield of 8.3%, which will be well supported by FY13 earnings growth potential of 31.1%.

Stock

2012-08-11 08:44 | Report Abuse

Outlook
 Outlook is improving for both the manufacturing and trading division. The carbon steel division has orders stretched until next April with the Group’s orderbook standing at RM180mn. It is currently ramping up capacity to meet rising demand, especially from the O&G sector. It would add 1,500tonnes/annum to its existing capacity of 16,500tonnes/annum in Klang by this October to meet the growing orders.

 The stainless steel plant is operating at almost full capacity as it is able to replace orders placed externally previously by its trading division while improving profit margin along the process. It has just started producing 16” pipes effective June that would contribute positively in the coming quarters.

 The £2mn quarterly sales of Nautic Steel Limited are expected to double in the next three years. The exotic product range that it can offer now will enable it to garner greater market share from the O&G sector as it will open up the subsea segment.

Stock

2012-08-11 08:41 | Report Abuse

Review
 Pantech’s 1QFY13 net profit grew 99.6% YoY to RM12.5mn on the back
of a strong 52.3% surge in sales to RM145.2mn. In tandem with overall
improvement in sales, plant utilization and uptick in average selling
prices, the operating margin improved to 14.1% from 11.5% a year ago.
The result was slightly above ours but within consensus expectations.
 Trading division accounted for 62.1% (RM90.2mn, up 28.6% YoY) and
76.2% (RM15mn, up 68.1% YoY) of total sales (RM145.2mn) and PBT
(RM19.7mn before inter-segment elimination) respectively. The surge in
sales was attributed to continued improvement in demand from the O&G
sector, thanks to new projects and better overseas sales.
 The balance 37.9% or RM55.1mn (+118.3% YoY) external revenue
originated from the manufacturing division as it benefitted from the full
utilization of its carbon steel and stainless steel plants. About RM10mn
sales contribution from the newly acquired UK based Nautic Steels
Group enhanced the growth as well.
 The company proposed a special interim single tier dividend of 1 sen
that would be paid on 23rd October. Anticipate quarterly dividend
payment of at least 1 sen each in the next two quarters before a final
dividend of 2 sen in the fourth quarter, in line with our dividend payout
assumption of 45%. At current price, it will represent an attractive
dividend yield of 8.3% for FY13.

Stock

2012-08-09 00:01 | Report Abuse

MAHSING clear earnings visibility and attractive valuation, the stock subject to the attention of market participants factor. Malaysian research analyst, said that compared with the the IJM Landmark (IJMLAND, 5215, the motherboard industry shares), the stock has a clearer earnings visibility. The company currently holds worth 2.5 billion ringgit unbilled sales, IJM set to only 1.3 billion ringgit. Meanwhile, Mah Sing Group's valuation, it is clear than IJM set to more attractive. Only 8 times the unit in fiscal year 2013 forecast PE ratio PE ratio has reached 15 times the other hand, IJM Landmark. Mah Sing Group in the active acquisition of land in the past four years, bringing the complement of the development of land valued at $ 11 billion ringgit.

Year alone, Mah Sing Group has purchased three sites in the development value of 3.6 billion ringgit; IJM Landmark recently to enter the UK property market's move, put its development worth 30 billion ringgit. " in the stock flow terms of quantity, Mah Sing institutions also slightly better. Stock in the past five years, the average trading volume of 133 million shares, IJM to 1.02 million ranking. It is reported that IJM set to the major shareholders - IJM intend to reduction of 66% of the shares to improve liquidity. IJM set to 20 billion ringgit worth of Mah Sing Group's 16 billion ringgit left behind. But in the latter's development plan, 60 percent for commercial development, compared the development and high-rise housing project; IJM in the proportion of landed residential program, and commercial high-rise residential development more balanced.

Stock

2012-08-08 23:49 | Report Abuse

MYEG as the major network service providers, business with the resilience and growth potential, the next three-year compound annual growth rate (CAGR) is expected to reach 23%.

The company is mainly involved in the electronic delivery service, with a turnover of defensive resilience, due to the consumers tend to use cheaper and more convenient services, and upcoming new service will also bring growth surprises.

Stock

2012-08-08 23:44 | Report Abuse

AHEALTH future business potential by promising, the company actively expanding the earned rate higher brand pharmaceutical products, and more over the patent of drugs to expand generic drug positive support of the products, and the friendly drug control policy.
OSK Research bullish on the company's future earnings growth potential, its own brand products to higher revenue and lead to higher earn pieces, it's cough syrup (accounting for the 2011 financial annual turnover of 5%) and cardiovascular drugs The product sells well, the benefit over the patent of drugs, as well as positive impact from friendly control policy change and positive support.
The company also has its own brand of pharmaceutical products, the third party's Yibo Shi Pharmacy also sells brand-name pharmaceuticals. 30% of turnover from own brand products, and the remaining 70 percent is the third-party pharmaceutical products. Expected in 2011-2016, $ 67 billion worth of drugs over the patent period, further expansion of generic drug products in the market space.
The company plans to expand its brand pharmaceutical products to enhance the earning increase (about 40-50%), compare third-party products is about 10%. It is currently R & D Avex, Avo, Kaps and other brand product line. Its Malacca plant is nearly fully operational, but also increase another production shift to increase production.
The company is one more than the patents of drugs manufacturers and third-party drug distributors involved in operating areas, including Singapore, Malaysia, Vietnam and Indonesia.
2011 to a market survey, in 2005, patented drugs accounted for 70% of the global pharmaceutical overhead, but to the 2015 material will fall to the level of 53%, because more drug patent of overdue due. The same time, the amount of overhead of the generic drugs from 20% in 2005 to 2015, Young rose to the level of 39%.
The company's turnover for the past eight years compound annual growth rate reached 9.9 percent compound annual growth rate of the company's future earnings growth is expected to reach 16.6%. (Sin Chew Jit Poh / Finance)

Stock

2012-08-08 23:42 | Report Abuse

KPJ business prospects remain optimistic, especially the plan to enter Malaysia for the first time the senior care field, as well as the continued expansion of business in order to maintain the dominant position of the local field of health care.

The company toward the more lucrative field of medical tourism, will be the main catalytic power of it long-term business growth.
Industrial studies have indicated that the company's private hospital occupancy rate reached the level of 70-75% (up to 80%), making it necessary to set up two new hospitals a year to cope with the increasing number of patients. It is currently Malaysia's largest private pharmaceutical and healthcare services company, with 21 hospitals and 2,000 to 692 beds, accounting for 19.7% of the share of the Malaysian private hospital beds.

Stock

2012-08-08 23:30 | Report Abuse

MahSing is seriously underestimated and the bright future of the company as a representative of the industrial shares.

Mah Sing Group's initial analysis report, the company's per share net asset value of 4.8 ringgit, but only about 2.4 ringgit level of transactions, that is, the price reached only the net asset value about 50%.
"This reflects the Mah Sing Group stock has been seriously undervalued by the market."

Mah Sing is present only in the 6 to 10 times earnings ratio, or earnings per share growth of complex rate (CAGR) of 24% the level of trading,that a reasonable PE ratios of the up to fiscal year 2013 12 times the level.
Suggest to purchase the stock of Mah Sing, and a 25% discount to net asset value, assess a reasonable stock price of 3.60 ringgit.