kent98

kent98 | Joined since 2014-06-11

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Stock

2015-10-08 11:36 | Report Abuse

By any means of comparison, XINGHE is cheap. Look at the PE of 2 @ RM0.065, and paying dividend some more, where can you find? Looking back past few quarters, I think we can safely bet that earning of average of 0.5 cents / quarter can be easily achieved, that would be RM 0.02 of earnings yearly. Give it a PE of 10X, XINGHE can worth RM0.20 conservatively. Sooner or later it will move up, catch it now when it is still dirt cheap. The only thing I'm worrying is, can their accounting be trusted? You know, Chinese company, bad reputation. But I'm willing to take my chances, I have been accumulating 700,000 shares to date.

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2015-05-21 10:53 | Report Abuse

Sorry, typo ...
EPS down slightly qoq.

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2015-05-21 10:51 | Report Abuse

People just buy on rumors and sell on news, I see this is just a temporarily sell down. It will go down to RM1.30? Not a problem at all, I'll buy more if it really happen.
Revenue and net profit both breaks record yoy and qoq, only the EPS down slight yoy (1.8 vs 1.89). If you look into details of the quarterly results, it is due to more warrants are converted in to mother shares, and hence diluted the EPS. Last quarter outstanding warrants was 110M+, this quarter is 56M+, and the share based increased by the same amount (50M+) this quarter.
So far so good up until Q1'2015, biz & profit keep growing, and I'm convinced that Indonesia and China venture will be successful, so I'm still bullish on IFCA.
Just sharing my thoughts and opinion, all forumers here can do your own analysis / research and decide for your self.

Stock

2015-04-06 14:17 | Report Abuse

The premium for WB over mother is narrowing, but still 12 cents gap there. Once the gap closed, the both WB & mother will move in locked step. But hey ...., who knows, the gap might suddenly widen and WB started to move faster than it's mother, stock price movement is sometimes non-logical and unpredictable.

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2015-04-06 10:08 | Report Abuse

I believe PRIVA will consolidate and move sideways for awhile, or maybe even some correction also, as it has run up so much (from ~15 cent up to 40 cents) in about 1 month, this is a very steep run-up.
Cashed out 50%, and still holding the other 50% to at least next Q, see if it can match or beat current q revenue/earning, then only decide to sell or to keep. Cost is 17 cents, my best stock so far for 2015.

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2015-04-06 00:36 | Report Abuse

Based on my analysis, I have confident in Dufu, and I bet big on it. I'm looking at RM0.80 to RM1.00 for Dufu in the next few months, unless their biz unexpectedly drop significantly or more negative news/finding on the fund misappropriation issue.
Just to share my view, wish me luck.

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2015-03-06 16:46 | Report Abuse

Haha ...., great strategy!! But seriously, no one knows what the future holds, but look at it from past results, PRIVA is much more solid than NOVA, so be careful & don't be greedy, need to know when to sell if already making profit in NOVA.

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2015-03-06 16:36 | Report Abuse

This one purely goreng, PRIVA go up and it just follow, coz both have a "va" in the name.

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2015-03-05 17:03 | Report Abuse

PRIVA started to rally up from 0.155, peak 0.245 in just 2 trading days, a tremendous gain of ~60%!! My opinion is that it is definitely overbought, and now is in correction mode to neutralize the position. Will it go back to ~0.15? Likely not, even with the revised downward Q4'14 results, it is still ~2X of Q3'14 and ~3.5X of Q3'13. Whichever angle you look at it, it is still a great result. Good earning, low PE (well, low as with ACE standard), my bet is it will consolidate to +/- 0.20 range, and if the market condition is good, it has high chance to rally up again.

General

2015-03-05 09:42 | Report Abuse

Krono still a buy? Or game over?

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2015-03-04 13:40 | Report Abuse

If moving forward it can sustain 0.60 cents ~ 0.70 cents earning every quarter, I would value it at ~25 cents.

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2015-03-03 22:46 | Report Abuse

Anyone go check out the newly launched Mazda 2? How is the sales? Is the waiting long? This is a good info to gauge earnings of BJAUTO for the next few quarters.

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2015-03-03 17:39 | Report Abuse

Actually the revised RM3.67M (or 0.66 cent) of profit is still very good, still ~2X improvement over Q4'2013 and ~3.5X improvement over Q3'2014 results, beating on both top and bottom line. If it can do sustain this kind of results in 2015, the earning would be ~2.5 cents and if we assume 10X PE of 2015, that would still work out to be RM0.25 / share. Look around and you will find a lot of ACE technology stocks with good fundamental/growth are trading at > 20X PE.

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2015-01-15 17:52 | Report Abuse

No announcement from Inari that the conversion price of WA will be reduced, but I remember last time when EAH issue rights + free warrant (WC), their existing WA & WB conversion price also got reduced, therefore I suspect Inari may be doing the same.
Not a buy/sell recommendation, just to share what I remember from past example.

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2015-01-15 16:43 | Report Abuse

@yipsss, I can't be sure, but I think the conversion price of RM0.38 will be revised down to a cheaper price also.

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2015-01-13 17:48 | Report Abuse

Picked up 40K units of warrant average @ RM2.25, hope for a gap up to catch up with the mother price. With the conversion price of RM0.38, the warrant is having a RM0.27 of discount currently with respect to RM2.97 mother price.

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2015-01-13 11:18 | Report Abuse

Don't know what's wrong with the warrant, but I would say "buy", may be people just overlooked and focus on mother now. Upon the right issue, warrant holders will be given 62 units for every 1000 units hold, and the conversion price should be revised lower from current RM0.38 as well.
Buy on weakness.

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2015-01-12 16:55 | Report Abuse

The warrant (WA) price gap to the mother share is widening, worth to buy INARI-WA now.With the conversion price of RM0.38, it should worth RM2.39, but it is now traded at RM2.23 only. Grab it before it wakes up .... :).

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2014-11-20 15:40 | Report Abuse

When it comes, it is really powerful. Wow!! What can I say!!!

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2014-11-20 11:31 | Report Abuse

Ouch! I got trapped in BJCORP, when will it go up back to 50+C?? But no problem, Calvin say good, so keep buying, will sell all my IFCA to add on to BJCORP.
The run up of IFCA is to trap us all ikan bilis only, but the price collapse of BJCORP is to give us ikan bilis a chance to buy cheap. Hooray! Hooray! Dump all ICFA and go buy BJCORP !!

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2014-11-19 17:03 | Report Abuse

Quarterly earning is on the up trend consecutively for 5 quarters. The most important factor for stock price to go up is earning growth.

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2014-11-14 17:54 | Report Abuse

This is an opportunity for those who wanted to top up or those who wanted to come on board to buy at cheaper price. Stay cool, stay calm, stay focus.
IFCAMSC looks very promising from all the info publicly disclosed so far (CEO's interview on BFM, financial results improving QoQ consecutively for 4Qs, upbeat analyst reports, net cash company, China market expansion, GST upgrades, market leader in property sector, ....etc), unless all these info disclosed / balance sheet / financial results are fake and fabricated just to lure investor, nobody can tell for sure. Believe or not to believe, make your very own judgement.
For my own analysis, I think it will drop below 70C during this correction period, and I will starting to collect again if it does.

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2014-11-13 17:25 | Report Abuse

The correction has just started, my take is it will drop further, but I'm still optimistic about it's medium term (within next 3~6 months) prospect, don't see a problem hitting RM1. Sold 50% and made some decent profit, will collect back if it drops further.
This stock ran up ~120% from recent low (Oct 16th,~40C) to peak at 89.5C in about ~4 weeks' time, I would not be surprise if the correction kicks in and consolidate it to 60C~70C price point.
Again, I'm optimistic about it's medium term prospect, but a correction/consolidation is healthy process a long the way.

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2014-10-01 14:23 | Report Abuse

Mazda 2 opened for booking @ estimated price of ~RM88K.

http://paultan.org/2014/10/01/mazda-2-bookings-open-pricing-teased-rm88k/

Looking the spec they offer, personally I would say this is a very attractive price, and potentially will be selling like a hot cake in 2015 next year.

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2014-09-30 16:21 | Report Abuse

I was hoping for a 10% correction, looks like not going to happen. Anyway, no complain, keep going up, good job ...:).

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2014-09-29 09:55 | Report Abuse

No notable correction from ~RM2.7 straight up until ~RM3.4 in just a few weeks time, so I would not be surprise if ~10% correction kick-in. If the correction does happen, then it's a good chance for those have not come on board to buy in, or for those who want to add more.

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2014-09-29 09:34 | Report Abuse

IT's a good buy now, miss the boat, and you will be rush to chase high later. The price has been stagnant at this level for the past ~6 months already, when it moves up, it will move very quickly. With such a huge contract secured, I suspect there will be re-rating soon, so accumulate now.

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2014-09-18 18:08 | Report Abuse

The current quarter result achieved by contribution mainly from Mazda6 CBU, Mazda3 CBU and CX5-2.0 CKD (the main volume runner). Of coz, CX5-2.5 (CBU), BIANTE (CBU), Mazda5 (CBU) and BT50 (CBU or CKD, I'm not too sure) contributed as well, but I don't think is that significant. In the next 6~9 months (2~3 quarters), there will be Mazda6 CKD, Mazda3 CKD and the new Mazda2 CBU to be launched.
Assuming CX5 (both varints)/Biante/Mazda5/BT50 sales remained the same, the cheaper priced CKD version of Mazda6 & Mazda3 will have high potential to drive up the sales of these 2 models, and the new Mazda2 (even though CBU) sure will add on to the sales volume (I can't imagine this model to be zero sales volume).
Based on my own analysis above, I do believe the financial results for the next 2~3 quarters will have high potential to break current quarter record, and I expect the stock price will keep going up as with the earnings.
Short term wise, will it have any correction since the share price has run up so much? This the million dollar question that I'm asking too, probably some technical chart analyst out there can help?

Stock

2014-09-18 14:23 | Report Abuse

I'll buy more during this sell down, I'm taking chances here, no risk no gain. I have been holding this stock since RM2+, and following closely on their biz progress/development, I don't see anything wrong with it. But, I do noticed EFP is selling recently, so this price drop may be due to EFP investment portfolio re-balancing. Also, if you looked at the trend of the past few sell-downs during the last ~6 months or so, it will slowly go up and stabilize to RM4.90 ~ RM5.10 again after the selldown is over.

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2014-08-27 20:31 | Report Abuse

Needless to say more on the growth prospect (we all know it has good prospect), but comparing with these few in the similar type of biz (UNISEM, MPI & GTRONIC), INARI is still the cheapest in terms of PE. I put my $$ in INARI, it will come alive again very soon.

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2014-08-27 12:41 | Report Abuse

Buy, no worry, will have good quarterly result next month. I'm not professional investor nor fund manager, but I found BJAUTO is an easy investment choice to make, we can observe clearly more Mazda cars on the road as days/months go by, $$ are pouring into BJAUTO. The hottest model, CX-5, waiting list is still 3~4 months. Demand is not a problem, I just wish they have the capacity to meet, else their earning will be limited by their capacity.
Just to share my thoughts.

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2014-06-30 17:49 | Report Abuse

"huat" is prosperous.

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2014-06-17 15:00 | Report Abuse

Looks like rebound now, hopefully the uptrend will resume.

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2014-06-16 16:27 | Report Abuse

T+4 force selling, a lot of punters/contras picked up BJAUTO before the Q4 results. Hopefully force sell done and tomorrow will be uptrend again. Maybe now is good time to pick up more, for those who upbeat on Mazda's sale.

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2014-06-11 16:30 | Report Abuse

What happen? Something bad happen? Or is it opportunity to accumulate more?