@moneykj, i am ikan bilis only. No cash to swim here and there. haha... But i did notice and follow up your recommendations like sendai, evergreen, bcmall etc from time to time.

Volume is back but price is yet to move.

I am still not so convinced of furniture stock. qoq should improve but dont think so for yoy... Then there will be the increase of minimal salary soon... Possible pump and dump?? haha... I think next Qr Nov one will be good if the macroeconomic still ok.

Going up to close the gap (slowly)...

With the "right" stimuli, it should be to kick start its superbull run again. K1 is kind of lagger compared to others.

Breakthrough!

"The "normal" price should be ~0.6+ which it had consolidated for long time as in Dec 2016 before it was goreng up in Mac 2017."
19/07/2018 11:29

RM1 is bit difficult unless the operators really goreng like in Mac 2017. With new government, current sentiment of construction sectors and current global sentiment, it will be unlikely.

Unless, "..If court award is to be finalized and settled by end of this year as informed by the management, its price should go on par with NTA 0.86"
19/07/2018 11:25

What is Bcmall? GO GO GO K1

limited downside, unlimited upside... But need holding power.

"moneykj: While waiting, can look see look see Ucrest n Keyasic.
13/07/2018 01:51"

Good call again.

Evergreen buying signal is more obvious than hevea. But it still depend on how it will close today. Just scared it is a fake goreng. haha... I think there are still more -ve factors need to be addressed other than strengthening of USD...

Dear Superb99, it is because management or operator is playing hide and seek with the world. They make the chart nice but keep silent... People are guessing something should happen but we all don't want to commit seriously until there is clear direction like official announcements, news etc. *The overall sentimental for construction sector is still not good.

The "normal" price should be ~0.6+ which it had consolidated for long time as in Dec 2016 before it was goreng up in Mac 2017.

Going back 0.6 which is without special dividend from court award. If court award is to be finalized and settled by end of this year as informed by the management, its price should go on par with NTA 0.86

HDD still got its role and market. It will not be immediately phased out. Like superpanda said, they will coexist until the prices of SSD go lower.

HDD:
- Still being favored in backup solution/service and AI related industry due to the relative cheaper price/capacity as compared to SSD and high capacity needed.

SSD:
- More to personal electronic usage like laptop. Industry level still run on SSD (for high read/write speed)+HDD (for capacity) combination. A lot of high end server storage still use combination of SSD (low ratio of total disks)+HDD.

I used a most simple method. haha... AZRB should be able to up some more.

Before (8/5/18) vs after (17/7/18) election close price:

ECONBHD: 1.03 vs 0.775
GBGAQRS: 1.6 vs 1.36
GKENT: 3.94 vs 1.38
EKOVEST: 0.81 vs 0.64
GADANG: 0.83 vs 0.72
GAMUDA: 5.1 vs 3.53
WCT: 1.28 vs 0.88
AZRB: 0.72 vs 0.435

All except Gkent (0.35) has recovered to an extent of 0.69-0.87 of pre-election price. AZRB only 0.60...

Higher high and higher low since 9/4/18...

After 0.22 >> 0.26 >> 0.33 >>

Today is the key point. See how it will close today!

Hopefully, they are and will be using CCTV from K1... K1 did mention to produce security related products. If all the major states use K1 products, the revenue will be great. But official announcement from K1 director is needed.

up up in the sky.. Back to 0.6

Nice to see moneykj again... RM0.4 is big aggressive. haha... 0.25, 0.3 then 0.4

Finally, the bollinger band expansion is confirmed!!!!

Most likely, Msia will only re-negotiate the terms instead of cancel ECRL. Msia can't afford not to have China and compensation is too huge. China still needs Msia to reinforce China's influence in SEA and to complete the one belt, one road. There is no other suitable country than Msia to play the role due to strategic location of Malaysia and good China-Msia long term diplomatic relationship. China will not partner with Singapore as Singapore's political stand is basically to favor US.

Tun M can try to bargain to the most but be careful not till the extent to piss off China. Tun M already tried to show Msia does not necessarily need to rely China by going Japan as 1st oversea official trip. Certain level of propaganda using China during election campaign period is reasonable. Being opposition and being government itself are 2 different mentality and policies.

In summary, people can give you face but you must appreciate and acts accordingly as well. Don't like US which still think US is the world.

"Ultimate super investor Herbert is one of the most famous stock guru. He is very very rich, very ego and love donation"... lol

"john doe
Imagine scenario:
Later 4pm analyst briefing said no problem... tomorrow up balik... haha... "Bulls make money, bears make money, pigs get slaughtered"
09/07/2018 12:52"

PIGS... hahahahaha

Just cut off the relatively "unnecessary" stations:
1) KL
2) Seremban
3) Melaka
4) Muar
- Muar station is the most unnecessary station. There should only be 1 station per state. Now, Johor has 3 stations. Moreover, distance from Melaka to Muar is actually short. How is MRT going to achieve optimal speed??
5) Batu Pahat
6) Iskandar
7) Singapore

Another suggestion is only KL, Iskandar and Singapore which are the most vital connection points.

Engine started?? Vroom...

Still can't break the ceiling...

A lot of opportunities reserved for the east Msia local companies. So, they should use that advantage to grow and try to be (construction) market leader there. Regardless industries and sectors, market leader is the best position unless you have special niche positioning in the market. There are other better furniture manufacturing competitors in Msia... I think JC should strengthen other divisions (e.g. carton box, bioenergy and construction) instead of being too dependent on furniture.

Hopefully, JC will monetise or capitalize the sabah premium land. East Msia should have more funds to develop now since they should be able to get 30% instead of 10% royalty fees from new gov.

US Fed increased rate to 2% now. 2nd increment in 2018...

Oh, climbing again...

Without fund institution or super investors like cold eyes and KYY, the price will be moving sideways... But if AZRB can keep up with consistent improving Q results, they will comeback eventually.

It is always much more difficult to push a correction (downtrending) stock than a uptrending stock. But as long as the fundamental is there, it is a matter of time.

go go power rangers x2

4/6: Huge swapping of between MR BJORN BRATEN and IR LIM BENG FOOK
5/6: Gapped up though not significant

*Hoping more to come!

"... Included in other receivables of the Group and of the Company are an amount of RM91,321,000 (2016: 92,758,000) and RM47,945,000 (2016: RM47,592,000) respectively, which were classified as non-current in 2016, consist of the award issued by the sole arbitrator of the International Court of Arbitration under the International Chamber of Commerce in 2013 pertaining to the arbitration initiated by the Group in year 2011 against a particular contract customer in respect of the development of a university campus in Saudi Arabia. The Group and the Company, through its external legal counsels in Saudi Arabia, had filed the arbitrator award with the local Saudi court on 2 February 2014 in order to obtain an enforcement order. Based on the advice from its external legal counsels, the whole process of obtaining an enforcement order and recovering the award will approximately be completed on or before 31 December 2018, therefore in the current financial year, these amounts have been classified as current receivables..."

More reasons for you to buy and hold. Without any stimulus, AZRB should be going back to around RM0.6...

If compensation amounts (91m+47m) mentioned above are recovered, you can imagine the special dividend!
*Please be reminded that the market cap now is only 226m...

go go power rangers

AZRB coming back

Dear Marlboro,

Agreed... The profit margin may shrink due to re-negotiation but it will eventually still a profit. New gov will honor every contract as what they had declared on 1 June. Otherwise, (foreign) investors will not dare to come Msia.

"PETALING JAYA (June 1): Malaysia Prime Minister Tun Dr Mahathir Mohamad said the government will respect the terms of contracts inked by the previous administration in relation to mega projects in the country. He said Malaysia will stick to the rule of law as the nation reviews these contracts.

Speaking at a press conference here today, Dr Mahathir said the government will, however, take a different action if it discovers something wrong was done in a contract.

"We will go according to agreement or contract that has been given. We will stick by that..."

New gov will be too busy to touch on highways... There is still rule of law with contract and civilization in Malaysia. Gov can only re-negotiate the terms but not taken over by force. Definitely company will avoid challenging gov in court. Fundamental is still intact. Current price reflects the undervaluation. Anyway, the O&G related and plantation division will be more interesting. The country still need to do infrastructure projects. Just not the mega projects like MRT and HSR... It may actually give chance for the medium sized company to shine. If you have holding power 1-2 years, the reward is there.

Amazing Qr result!

Following the successful acquisition of a 30% shareholding in AHM in early 2018, the Group is prepared to take on further acquisitions this year to augment its business. It is on the look out for synergistic business which falls within the realm or framework of Industry 4.0 such as Smart Manufacturing, IoT, Software Applications, Cloud Computing, Big Data, Artificial Intelligence(AI) and Specialized Electronics. The Group has the financial flexibility to undertake additional synergistic M&As as an expansion strategy to further enhance its long-term sustainability.

Think of it in layman terms.
It is a necessary pain to factor in all these just like write off a bad investment to prepare for worse case and to have a clean start. Yes, we all will be hit hard.

BUT while it reborn, the growth will be immense. Finance market always seeks for opportunities whether bad or good.

Great pain also brings great reward for those who appreciate and adapt!

Fingers crossed with good Qr results coming. Profitable plantation division and O&G related division

Go go go

I don't think the current gov will terminate the on-going projects. If they terminate, they still need to pay compensation and it may cause more harm for ripple effect of job employment. However, they may re-negotiate the terms. Bigger projects like ECRL and MRT3 will be on target 1st to achieve the immediate effect of cutting expenditure of gov. Eventually, they still need capable contractors with the appropriate company size to deliver the infra projects.

Savior cross? or grave sign... Come on...

GG