The SC has tightened the criteria for its business activity benchmark, and introduced a financial ratio benchmark which calls for Shariah compliant companies to have a cash-in-conventional- accounts/assets ratio and a conventional debt/assets ratio of less than 33%. Fund managers will be given a grace period of six months from November to align their portfolios to the new stock selection.
Our screening process. To assess compliance to the new financial ratio benchmark, we focused on stocks with a market cap of > MYR500m and screened them according to their cash/assets and debt/assets ratios. We stress that screening is on a best endeavor basis since the financial statements do not distinguish between conventional vs Islamic deposit accounts and it cannot be ascertained that the reports fully distinguish between conventional and Islamic debt. Also, some companies may have moved into compliance since their last balance sheet date, which is the base period for our assessment.
37 stocks identified. Of the 62 stocks that we selected, we identified 17 stocks that had a cash/asset ratio of > 33% and 20 stocks with a non-Islamic debt/asset ratio of > 33% as at end-Dec 2012.
Of the 17 stocks with a cash/asset ratio of > 33%, three are under our coverage: FGV, PCHEM and Padini. And, of the 20 stocks with a non-Islamic debt/asset ratio of > 33%, eight are under our coverage: AirAsia, Ann Joo, IOI Corp, MAS, SP Setia, Tan Chong, Yinson and YTL Power.
Less of an issue for stocks with a cash/asset ratio >33%. We think the solution for these companies is relatively straightforward in that all they would need to do is to shift sufficient funds into Islamic deposit accounts to ensure that the 33% rule is not breached and that their interest income does not exceed 5% of total group revenue (to satisfy the refined business activity benchmark).
A little more complicated for stocks with a non-Islamic debt/asset ratio >33%. The solution would be for these companies to convert some of their conventional debt to Islamic debt. There are some legal costs to be incurred in the conversion but we understand the process is relatively straightforward and that it would be possible to structure Islamic debt instruments or sukuk that mirror the existing conventional debt without any disadvantage to the bondholders or the company.
Big-cap companies excluded from the revised list include YTL Power International Bhd, Bumi Armada Bhd, S P Setia Bhd, AirAsia Bhd, Panasonic Manufacturing (M) Bhd, Malaysian Resources Corp Bhd (MRCB), Parkson Holdings Bhd and Dutch Lady Milk Industries Bhd.. 
Petronas chemical , SAB,faber

Not sure who is buying or selling
But this seal is the most attractive property stock since ecoworld..
At the same time it's most undervalued
Just sit back and enjoy .... :) @@

I want to emphasized the importance of halal
Ytl is a haram shares
Just like Cadbury chocolate - if haram better dont touch

New project in cheras will ensure revenue keep growing
So just relax and enjoy
U can also buy or invest in their property in cheras ..

http://www.thestar.com.my/Business/Business-News/2014/04/05/Seal-the-deal-Penang-developer-aims-high-with-RM800mil-Queensville-project/

Unless u have a better golden goose , I suggest u keep this one in your farm , not on your table

Well my opinion is the show likely to continue..
Anyway this company which has over $100m in cash is also buying back shares..
Just Let it run ..
and it will continue generate money like ATM
If u kill the goose that lay the golden eggs like ATM machine .. Later u may regret
So if u not in need of money / cash .. Hold first lo !

It should move up. Just hold ..
They mainly earn from property development .
This quarter they earned profit before tax of $117m
As a results of the latest results the cash & cash equalvalent increased from $52m to $113m.
So if u do the math, 113m = 0.56 sen per share cash
This have not factored in their property and business value.
Net asset is 1.16 out of that 0.56 is in cash
The value of their property which has not been revalued since donkey years
If its revalued perhaps even higher.

Shld be.. If this is a big name brand like ecoworld already will tripled or quadrupled
Just hold it ... As it still got room to move up

Showtime ..
Hold till around 1.20 -1.50 if possible, if u dont have urgent need for money can hold long term..

Showtime..
But suggest those of u who have it to hold long , as it's still undervalue
And they have many projects coming

Be careful. Don't stuck in shares which got ghost / ada hantu :)
Buy the good and moving ones

Well I never buy iris & those crap shares
Just advising the new players : Don't get caught .. If u have extra money can bank into my account than give to syndicates

Skpetrol is haram because it's high debt
The debt ratio exceed the syariah complience ratio

Yes YTL is a haram counter
it stash too much cash and never reward shareholders - so its haram

Yes 7 eleven is haram also
They also sell alcohol

Yes this is one of the haram counter
Some of the others haram one is ytl , Petronas chemical , Padini , faber etc

Tommorow maybe "show time" for seal..
Everytime people mention show time I think about Macau haha
Now PE only 2x with growth to both profit and revenue

Firstly IRis is not a fundamental stock
It's making peanuts with a very large share base
It's base purely on goreng factor

Syariah compliant is important in Padini case as tabung haji is its main shareholder
Lembaga Tabung Haji, 21,231,500, 3.23%

Due to that many shares waiting to be dispose , Padini is a strong SELL call ..

-RAPID project infra works not worth much
this is the ONLY project that will go ahead this year

Here from gadang CEO : NO More new project except the pengerang
http://www.theedgemalaysia.com/business-news/287907-highlight-edge-weekly-says-slowdown-in-construction-contract-flow-a-cooling-property-mart-could-trim-stock-picks.html

Padini is pricey
This stock not that cheap
No surprise if it drop

Iris is a pariah stocks
Don't get caught

First they need to do is get rid of the union

But thats in US where the kids are smart
Here those kids who don't go to school usually they end up become rempits and worse is hisap dadah ..

Yes as it blocks creative thinking
Many successful person drop out from school
Else we won't have apple , microsoft, Facebook
Similarly , no need to listen to any financial advisors or seminar
Just learn by experience

Certain share is good but won't move up
You know why ? Because ada hantu
The hantu is doing buying and selling
Wait till hantu disappear first

Seriously u don't need to attend any seminar to learn
Just
In my opinion , with patience and rIght mentality u will prevail

U can play contra if :
The herd is moving in that way , and timing is crucial
Or if u see the share volume picks up from average and or if u have insider news
My best contra trade returns > 300 % in 2 days period
But having said that it's not a normal case
Meaning it only happen once a while maybe 5 yrs and one time u hit haha

Kulim mgmt is only slightly better than the Malaysia airline mgmt team

I think the mgmt have the entrepreneur spirit to get out from kedah and expend its revenue base ..
It's a nice blend of "young" and old mgmt team ..
Haven't check what the source of their excellent numbers /profit

Well SEAL seems to have seal it ..haha
It will go on autopilot from here on..
Nice/incredible profit , increasing revenue .. It's in early state of transformation ..
It also have timber concession ..

Gadang will drop
The CEO already say there is no more project after the MRT line
The ONLY project left is the pengerang oil in jb but that also very little infra or ground works needed
SELL if u have gains

It's over over priced
Most I dislike is the lousy management
U need mgmt with entrepreneur spirit
Not those comfortable type hahaha

As I mention this share got hantu
I don't like share which have hantu
Hahaha

But operational losses not compensated
Eg loss of orders , cost to rent new premises , production losses
Compensation for late order delivery

Contra Definately is gambling unless u have solid reason best don't play contra

Kulim is already way overpriced
It's mgmt also is quite the type which sleeping most of the time
If they are not sleeping , maybe they are making a very bad deal or decision
Better to buy smaller cap plantation in Msia as the big cap already way overpriced with limited upside
For other countries can check out indo Agri or golden Agri

Sumatec: a comman share for syndicate and halim to make money

Brahmim already a dead stock
Most of its income is from Mas
If Mas bankrupt Brahim will also bankrupt

Only problem with this share is the factory fire recently

Salcon concession can be ended at any time just like the selangor case
I suggest Don't get too carried away linking salcon to water supply

actually proton can get loan from dr m son mokzani
He has 3 billion to lend out from his earlier help from daddy

I am negative on crappy shares like iris or those garbage goreng share .. But seal with EPS 28 sen this quarter alone is quite good .. Revenue also tripled ..

Good time to top up and hold now.. Brewing ..

Got hantu in this share hahaha

Fire at factory shows bad luck ?

Its a sign that IOi is clever
Listing it's prop division and making money Haha

I see iris limit down
Dont believe ?
Just watch .. Don't buy now hahaha