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2015-01-08 09:30 | Report Abuse
http://klse.i3investor.com/blogs/kcchongnz/66908.jsp
Tafi still has not moved. Why ??
2015-01-08 08:21 | Report Abuse
My ideal stock choices. I am looking at holding of at least 12 months.
MrTan, please add me in. My choices are :
20 % each on a.SKPetro b. Gadang c. BCB d. Amcorp e. Insas
Thank you.
Reasons for picking SKPetro/Gadang/AmCorp/BCB/Insas.
SKPetro : Since we are on Buy and Hold strategy, oil price should rebound in the 2nd half 2015 and SKPetro should rebound ,too. Has very high order book in hand. Likely will lead the O & G rebound in 2nd half 2015.
Gadang : Order book >1.3b, well diversified. Construction activities should pick up this year. Low PE 7.3X.
AmCorp : Many projects in UK, will benefit from weak RM. Pays reasonable dividends.
BCB : High GDV for smallish property company > 4 billion. HomeTree 1.8b ; Bandar Putera Indah, Batu Pahat ( with HSR to Singapore having a station here ) 1.1b ; Concerto 560mil and Park Residence@Medini 1.2b ( small units of about rm400k each). Market cap only about 200 mil. Net TA about rm 400 mil.
Insas : Inari will be main catalyst. Its valuation alone 80% plus that of Insas market capitalisation. Some investment in UK as well. Grossly undervalued, i believe.
Create Your Own Portfolio?
2015-01-04 21:25 | Report Abuse
Reasons for picking SKPetro/Gadang/AmCorp/BCB/Insas.
SKPetro : Since we are on Buy and Hold strategy, oil price should rebound in the 2nd half 2015 and SKPetro should rebound ,too. Has very high order book in hand. Likely will lead the O & G rebound in 2nd half 2015.
Gadang : Order book >1.3b, well diversified. Construction activities should pick up this year. Low PE 7.3X.
AmCorp : Many projects in UK, will benefit from weak RM. Pays reasonable dividends.
BCB : High GDV for smallish property company > 4 billion. HomeTree 1.8b ; Bandar Putera Indah, Batu Pahat ( with HSR to Singapore having a station here ) 1.1b ; Concerto 560mil and Park Residence@Medini 1.2b ( small units of about rm400k each). Market cap only about 200 mil. Net TA about rm 400 mil.
Insas : Inari will be main catalyst. Its valuation alone 80% plus that of Insas market capitalisation. Some investment in UK as well. Grossly undervalued, i believe.
2015-01-01 01:38 | Report Abuse
MrTan, please add me in. My choices are :
20 % each on a.SKPetro b. Gadang c. BCB d. Amcorp e. Insas
Thank you.
2014-12-21 21:51 | Report Abuse
I think should not ignore TAFI as CEO said rm 14 million will be spent to expand production capacity. Seems big orders in hand.
2014-12-21 16:49 | Report Abuse
I think should not ignore TAFI as CEO said rm 14 million will be spent to expand production capacity. Seems big orders in hand.
2014-12-20 08:04 | Report Abuse
Camel, keep cash , hold existing stock and average lower? Or sell all? Kindly advise .
2014-12-18 09:29 | Report Abuse
Camel, kindly help on TA outlook, stucked at 1.15 , greedy didnt sell but still plan for 12 months hold. Should average ?
2014-11-28 08:37 | Report Abuse
How much lower will it go , considering that there is the 90% cash back in 18 months ?
2014-11-27 18:14 | Report Abuse
3rd quarter results made 1.9 million , cash in bank now 21.2 million ie 26.5 sen per share. Market price 53.5 sen. Profit from sale of land.
2014-11-26 17:52 | Report Abuse
Price now stabilized. Hopefully, will start trending up again.
2014-11-26 10:12 | Report Abuse
Better to evaluate decision to buy or not on the basis that the deal is off.
2014-11-25 19:00 | Report Abuse
Good results, just announced> as good as last quarter. Expect same dividend this year ?
2014-11-25 18:58 | Report Abuse
Now that all news are out, what is next ?? Ball at Salamandar's court ?
2014-11-25 18:53 | Report Abuse
Today announced 3 sen dividend. Not bad. 2.4 % over 1.24, with possible capital gain. Been chasing Sona up and down, panting and punting without any certainty.
2014-11-25 13:15 | Report Abuse
Please, please....if one continues to have a bear view or bull view or any view for so many years, eventually you will be right.
2014-11-25 10:39 | Report Abuse
I thought substantial shareholder ( 20+ %) of Salamandar agreed to deal with Ophir, and now deal is subject to other shareholders's decision ? Why is the price moving as if the deal at Salamandar's end is approved ??? Sona should issue statement to state present legal status of the deal. Confused ! How to react ?
2014-11-25 08:33 | Report Abuse
Even if Salamandar no deal, it's not the end. They still have almost 2 years and there is still the 90% refund if still no deal by end of 3 years.
2014-11-25 08:30 | Report Abuse
What are their major projects in London, completion date? Thanks.
2014-11-24 08:20 | Report Abuse
Latest results is considered good, the question is whether it is sustainable and whether company is venturing into more profitable business ventures. Cost was a big issue.
2014-11-23 14:00 | Report Abuse
May I know what has LRT got to do with SMRT ?
2014-11-22 18:14 | Report Abuse
Daily volume a few hundred thousand shares, price stable around 37 to 38 sen. Thinking of adding and hold until 2015 for more news on patent cliff, which has been very very quiet lately. No talk about the company plans to take advantage of this. Maybe more info at the AGM.
2014-11-22 13:21 | Report Abuse
Jesselton project only starting early next year. .? SBC still have strong GDV from Kiara East project at Jalan Kuching. Question is whether sales is good. Anybody knows?
2014-11-22 13:05 | Report Abuse
Forum to share info, fair to ask for basis of comment. Otherwise , a lot of wise cracks giving all kinds of remarks. No value.
2014-11-22 07:03 | Report Abuse
Ignore those negative comments and enjoy what you are doing. Good luck.
2014-11-21 23:02 | Report Abuse
Volume 25 million 3 days. Major shareholder collected enough or not. Also very quiet, price wise.
2014-11-21 22:59 | Report Abuse
No more interests on gst? Too quiet.
2014-11-19 09:29 | Report Abuse
3rd quarter results should be out by end Nov. Last year it was out on 21 Nov 2013. Any surprises expected other than coy announcement to Bursa on 25 Sep 2014 re land sale deal ?
2014-11-12 10:51 | Report Abuse
Research house should do follow up and explain why price dropped so much.
2014-11-12 10:46 | Report Abuse
Would be fun to buy 1 lot and attend the 2 EGMs. Fireworks for sure.
2014-11-12 10:40 | Report Abuse
Finally, a bit rebound. Otherwise, habislah.
2014-10-30 14:51 | Report Abuse
Bonus ex soon, buy 2 get 1 free.
2014-10-26 21:24 | Report Abuse
Riding on GST software and one off property development income in Sabah.
2014-10-26 17:57 | Report Abuse
Company have abundance cash as well as loans.
2014-10-26 09:28 | Report Abuse
What cliff , next year? Will the benefit be visible?
2014-10-24 07:00 | Report Abuse
Enough hibernating, time to catch up.
2014-09-29 08:42 | Report Abuse
Source : RHB Bloomberg
"TAFI Industries may climb higher after it surpassed the MYR0.54 level to extend its multi-year high. Traders may buy as a bullish bias could be present now. The target price is set at MYR0.60, followed by MYR0.64. The stock may pull back and consolidate further if it falls below the MYR0.54 level. Further support is anticipated at MYR0.465, where traders could exit upon a breach. "
CEO reported that RM 14 million will be used to expand capacity. With the completion of sale of land, Tafi could make about RM 2 million from this land sale in this quarter ending September 2014. Hopefully, this is the start of the company's turnaround plan.
2014-09-19 16:27 | Report Abuse
After settling around 48-49 sen for 2 weeks plus, is it ready for its next big move ?
2014-09-08 11:34 | Report Abuse
Have been very very patient, but alwasy anti climax. :)))
2014-09-08 11:32 | Report Abuse
when will the revenue from their solar business come in ? Any idea ?
2014-09-08 11:28 | Report Abuse
Super stock of last 12 months. Hopefully more coming.
2014-08-15 23:00 | Report Abuse
Abu Aufa, what is the chart saying. .? And after today, where does it go? Resistance level?
2014-08-15 00:19 | Report Abuse
Could you please interpret what the chart says. Thank you.
2014-08-14 08:30 | Report Abuse
TAFI Industries is attempting to surpass the MYR0.505 level. A close above this level would likely be a bullish sign, whereby traders may buy. If successful, the target price is set at MYR0.545, followed by MYR0.60. Failure to go above the MYR0.505 level could prompt a pullback. Support may be found at MYR0.465, whereupon traders could exit on a breach on closing.
Refer chart below :
http://klse.i3investor.com/blogs/rhb/57282.jsp
2014-07-12 21:39 | Report Abuse
monitoring with interets> volume .
Stock: [BCB]: BCB BHD
2015-01-08 18:06 | Report Abuse
http://klse.i3investor.com/blogs/stock_pick_2015/67467.jsp
Hi Camel, please follow the link and read about about Tan KW.