waiting at 1.3

Next week result will be out

buy buy, internal news say profit shoot up in coming QTR report

底發生了什麼事？幸馬泰資源（SUMATEC 1201）大眾控股（PDZ 6254）及馬可控股（MARCO 3514）這三家公司的股價在最後一個時，吐完昨日的漲幅。
幸馬泰資源閉市時跌17仙，掛RM0.44，跌27%，大眾控股跌8仙，掛RM0.295，挫21%，馬可控股2.5仙，掛RM0.21，跌10.64%。
《股票消息》探悉，這三家公司在三時半之後，大宗賣盤出現，結果市場無法承接，導致近乎崩盤的走勢出現。
引致大宗賣盤出現，是一家投資銀行的一紙通告，該投資銀行通知客戶，這三家公司的按揭價值（MARGIN POSITION）被腰斬一半。
這項決定令很多以按揭戶口交易這三家股票的投資者，必須出清部份股票，以避免明天出現補倉（MARGIN CALL）。

MALAYSIA STEEL WORKS (KL) - Positive Outlook
Author: PublicInvest | Publish date: Mon, 18 Aug 09:36

We recently held a lunch meeting with Malaysia Steel Works (Masteel) management and came away with more positive prospects on the company. We expect a strong double-digit earnings growth this year, banking on the enhanced capacity and steady local steel product prices despite the challenging environment in the industry. We reiterate our Outperform call on Masteel with an unchanged TP of RM1.26 based on a 5-year P/B average of 0.7x.

Expecting decent earnings in the upcoming quarterly results. Considering the steady local demand for steel products due to various major developments as well as better earnings margin attributable to i) lower scrap metal prices ii) expanded capacity and iii) improved cost efficiency. We expect a good set of results coming up in 2QFY14, which are expected to be released on 26 Aug 2014. Currently, MRT project contributes more than 35% to the Group‟s sales revenue.

Positive talks for MCN project. We also understand that the management has held further talks for the long-awaited Johor Metropolitan Commuter Network (MCN) project and received some positive feedback from the relevant authorities recently. As indicated earlier, the project is estimated to cost RM1bn.

Lower raw material costs. Steel product prices have softened this year. Scrap metal has come down about 10% YoY while steel bar has declined from USD564/mt to USD518/mt. However, local steel bar product prices have been holding well due to various construction activities. The weaker material cost has also helped improve the Group‟s profit margin.

Outperform. We are keeping our Outperform call with an unchanged TP of RM1.26. We are positive on the company‟s earnings prospects, banking on the higher capacity coming on stream as well as steady steel bar prices in the local market.

Source: PublicInvest Research - 18 Aug 2014

kimlun 3 cent dividend ex date on 23/7

（吉隆坡19日讯）金轮企业（KIMLUN，5171，主板建筑股）看好马新建筑业前景，可推动其业务继续增长，并放眼今年取得10至15%的盈利增长。
总执行长沈天良出席第五届股东大会后向媒体表示，我国正在推行多项大型项目，包括巴生谷捷运计划（KVMRT）与各种强化基建与交通系统的项目，皆有利于催化本地建筑业发展。
“同时，新加坡也正在积极拓展捷运计划，我们刚获得新加坡捷运的混凝土制品供应合约，总值2052万新元（约5342万令吉）。”
他相信马新的建筑业蓬勃发展，有助于提高公司订单，进而强化现财年业绩表现。
手握20.9亿订单
总财务长任带芳表示，公司截至3月杪的订单总值，高达20亿9000万令吉，足以忙碌2年。
“这些订单主要来自建筑业（18亿5000万令吉），其余则来自制造业与产业。”
金轮企业的建筑订单主要集中在柔佛，占约8成。
询及有否竞标新工程时，任带芳说：“公司竞标了价值8亿至20亿令吉的工程，正在等待结果出炉。”
年杪Medini推商用产业
产业业务方面，金轮企业计划于今年杪，在依斯干达特区的Medini，推出占地5.31英亩的商用产业项目。
沈天良指出，该项目涵盖小型家庭办公室（SOHO）及零售产业，预计发展总值达4.2亿令吉。
公司规划明年在莎阿南推出41间独立洋房发展项目，发展总值约9000万令吉。
沈天良说：“我们将继续物色地库，首选柔佛与巴生谷，但若其他地区（例如东马）有合适地库，我们也会去探讨。”
金轮企业于去年初，在赛城推出首个产业项目“Hyve”，发展总值为2亿3499万令吉，认购率达70%。http://www.nanyang.com/node/629506?tid=462

RM2.09 billion order book is enough for the group to sustain in next 2 years, roughly each qtr 250mil revenue each qtr + KVMRT 2 going to start soon + unbilled property sales value of RM131 million from the Hyve + SBK Line and Singapore MRT projects + kimlun currently bidding another 2 billions which result should come out very soon
http://kimlun.irplc.com/medianews.htm?filepath=KIMLUN/KIMLUN-TheEdge-20062014.pdf

director keep buying back now

already super tight

already super tight :)

buy now before too late

http://www.amesecurities.com.my/gc/download/Construction%20Sector%20130220.pdf
Kimlun not only involve in High-speed rail link KL - singapore also involve in the mass rapid transit projects in the Klang Valley and Singapore.

http://www.mfa.gov.sg/content/mfa/media_centre/singapore_headlines/2014/201404/headlines_20140408.html

http://www.kinitv.com/video/8437O25

http://nexttrade.blogspot.com/2014/06/ulicorp-bullish-breakout.html

more to come, big boss said want double up

haha, I hold 1 mths+

it's coming ~!!!!!!!!!!!!!!!!!!!!!!!

solid green bar, more upside real bull coming

cool, I hold 1 mth ~~~ 1.5 coming

.........................................................

YEOMAN CAPITAL MANAGEMENT PTE LTD have increase their stake from 6,500,000 (4.92%) to 8,090,000 shares (6.1288%)

personal TP 1.4 should be achievable

internal news said double up wor

7133 ULICORP UNITED U-LI CORPORATION BHD
Notice of Interest Sub. S-hldr (29A)

Particulars of Shareholder 38

Name : YEOMAN 3-RIGHTS VALUE ASIA FUND
NRIC/Passport No./Company No. : 053979 C1/GBL
Nationality/Country of Incorporation : MAURITIUS

Address:
33 EDITH CAVELL STREET
PORT LOUIS
MAURITIUS

Descriptions (Class and Nominal Value):
ORDINARY SHARES OF RM0.50 EACH IN UNITED U-LI CORPORATION BERHAD ("ULICORP
SHARES")


Name and Address of Registered Holder:
DB (MALAYSIA) NOMINEE (ASING) SDN BHD
18TH FLOOR, MENARA IMC
NO. 8, JALAN SULTAN ISMAIL
50250 KUALA LUMPUR
- IN RESPECT OF 6,850,000 ULICORP SHARES


Details of Changes

Date of Notice : 20/06/2014

Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 17/06/2014 Acquired 6,850,000 -


Circumstances by reason of which change has occurred:
PURCHASE OF SHARES IN THE OPEN MARKET

Nature of Interest:
DIRECT INTEREST

Consideration:



No of Shares Held After Changes:
Direct : 6,850,000 shares (5.1894%)
Indirect/Deemed Interest : 0 shares (0.0000%)
Total : 6,850,000 shares

Remarks:
This announcement is base on the information in the Notice of Interest of
Substantial Shareholder (Form 29A) dated 20 June 2014 and received by the
Company on 20 June 2014

lai lai lai

I heard insider say it'll double up by year end .......

It's just waiting for the right time to fly ~~~~~~~

buy on rumors sell on news

last chance 4pm

fly fly fly fly fly ................

mark mark -- fly fly ~~~~

kena stuck already, fast run

fly fly soon

Latest QTR result is out, Tuesday, 27 May 2014

5:07PM 1Q net profit 4.128 million (increased 143.68%)

The current price 1.08 PE is under 10, Balance sheet just simply fantastic. Financial year 2013 cash flow 51mil vs year 2012 49mil - Total debt 34 mil = +17mil (translate each share can get cash 0.12, further bring down PE of Ulicorp to 1.08 - 0.12 / 0.1257 = PE7.6)

Debt free company with positive revenue growth year to year.
In 2013 Dec 27, Ulicorp signed a distributorship with china-based OPPLE lighting co ltd which ulicorp would sell n distribute OPPLE light-emitting diode products to malaysia n brunei start from Jan 2014 further boost up ulicorp revenue and profit
We can see people are collecting from 1.00 ~ 1.06 range last few months, so I foresee coming QTR result will be flying and it'll break its resistent 1.2 soon