they are justifying it based on the increase profit for FY14, and then increasing the PE to 16 from current PE of 14 based on earning per share of 11.4 sen a share for FY13..

as long management does well and their growth is expanding as they targeting new contracts.. :)

ya.. big buys.. need to retain momentum and let it break thru.. wait till it surge ahead :)

oil and gas, only muhibah is shooting like crazy.. bought last week, instantly already earned 800 per share.. (45%), skpetro, with its contacts and diversity of business, just need to collect when down and wait for new contracts annoucements.. with higher profit announcement, will jump again.. need catalyst.. to move up.. :) but muhibah is moving up without reason, so holding for contra only.

EPF also smart at Maxis PE is above 30.. so selling by millions..

lwalk, maxis one, is already planned long ago.. it went down not because of the results not good but because top management left.. so there is uncertainty, and now with Martin appointment, there is confidence again.. EPF then take opportunity to cash out, get profit..

maxis is losing share market in Msia and they no exposure to regional like Axiata.... check the financials.. only plus point is their future on fibre and astro tied up vs TM..

Also note that most money going to oil & gas, because there are 5 yr capex from petronas, that why muhibah, skpetro, all going on their mini bull run..

telco will always be there and i like digi because of their management and they have the best cost/profit margin among all and there are big growth opportunity in data because they are last in data compared to celcom and maxis.. so future higher profit will be there.. and business trust is another +plus point that might get a rerating for Digi..

simple, big shareholder have to declare their buys / sell...
maxis,
http://klse.i3investor.com/servlets/stk/annchsh/6012.jsp
--> only Amanah is buying shares that boost maxis shares..

you check the dates of the transactions of the volumes, then update into excel.. then compare via your trading tools, breakdown the sell, buy queue.. then you can see roughly accurately, what EPF doing... but takes a lot of effort to maintain that excel, and do homework after trading hours..

another trend, EPF is dumping maxis for almost a week. Almost 3mil share disposed a day past 3 days.. but buying into Digi.. let's just wait and see. those patience sure will be rewarded

because it's not time to break yet.. look at the 1000+ volume, today have 19 such transactions which represent 43.5% of overall volume.. so you can see that big player is preventing the push, but accumulating and it's more compare to yesterday and the day before.. overall volume not there yet.. but i'm guessing EPF is making big collecting to prepare for a push up..

ya, confident because of the statistics and trend.. another good stock is muhibah..

you just need to patience and for one day after enough collecting, EPF will make it sky rocket.. so they earn big profits. You will worry only if they are not buying..

Look at today, 11 Transactions 1000+ vol (All are BUY 3 are crosstrade) and and 46 Transactions for 300-999 volume. Overall 50% volume is done at this huge volume transactions.. so again another day where ppl are accumulating it.

Today morning volume breakdown also show 58% volume done by >300 and 1000+... all are most buys and seems trend is they are collecting at 4.63, 4.64.... so patience will be rewarded...

ya, there is still potential for growth as track records shows that Digi has been able to increase their market share over the years..

2009 - Maxis (43.15%), Digi (24.79%), Celcom (32.06%)
2012 - Maxis (38.90%), Digi (27.73%), Celcom (33.37%)

be patient, look at the past 2 day volume breakdown, you can see there is majority of >50% volume is done by those doing 300-999 volume and >1000 volume. Look at today, 11 transaction for 1000+ volume. these must be big players, collecting as they know the price will go up.

lack of high volume compared to the high peak volume during early morning. Let's all pray for Mr. Ben speech tomorrow... that he wont say stupid stuff

spiking up to prepare for upcoming 2nd week august announcement of the quarterly results... good sign..

nope, div 0.038 share - 1000 shares = 1000 *0.038 = Rm38

you can see that EPF is the big buyer, these few days..

http://klse.i3investor.com/servlets/anpth/922694.jsp - buy 2,115,800 shares

http://klse.i3investor.com/servlets/anpth/922402.jsp - buy 1,591,300 shares

http://klse.i3investor.com/servlets/anpth/921953.jsp - buy 831,900

next div is mid Aug. But business trust is the one that we dont know when it will be implemented and it will surge once tis is done.

You could see that there are quite a few big transactions >500 volume and seems someone is doing some big collecting.. expect a good price jump in future.. can accumulate and wait till aug..

http://www.theedgemalaysia.com/business-news/244953-uob-kh-upgrades-telco-sector-to-overweight.html

compared to Scientex, SKPRES PE is very low. Good track record for past 4 FY, a growth company if you look YoY, no debt, cash been growing, maybe it's time to diversify other business like scientex. :)

if can sustain, there can be another breakthrough. Trend of the stock, it will go down before it goes up again

Just click on the Dividend tab at Maxis (http://klse.i3investor.com/servlets/stk/6012.jsp) and you will see the dividend history. Expect after the next quarter results somewhere in July or Aug..

resistance at 3.00, need more support for it to go up..

good indicator as a lot of high 1000 vol transactions with buy at 4.71.. expect uptrend continues

22 cross trade transactions.. seems the stock is in spotlight... good news..

aready 2.97.. 3380 lot selling in queue at 3.00.. will test 3.00 soon..

2.68 now....

high yield, good prospect, not many will let go.. unless those contra deadline..

it's hard to fall to .30 or below unless its bad news for consecutive days from global..

Reason:
Balance sheet shows growth of net cash to 92.51mil (Mar2013) from 61.8mil(Mar 2012)
Still future profit is there and higher profit from expansion of production capacity.
high dividen yield ~ 7% even for FY 14 based on 50% profit dividen (will continue to have high dividen as Dato Gan is major holder, so sure approved in AGM...

Downside
- Need to improve productivity/efficiency as min salary 900 implemented this yr is impacting the Margin.
- Need to expand to other customer beside Dyson so not rely on 1 major customer.

future potential is not so good right. With min salary, their accounts show higher labour cost and their profit margin are not growing. Revenue on Q2 was 88 mil but profit margin dropped, (profit 9 mil instead of 13mil 2012 ~~ reduction in sales intake by customers during the festive season as well as the increase in labour costs as a result of implementation of minimum wage policy during this
quarter)

definately there are room for improvement, but this counter is only for long term investment. With low price, it will not go lower and yield will improve once they have utilise the new fleets of aircraft. And the extra finance charges, (99Mil) will not exist as the rights was oversubcribe, so we can reduce the finance charge from the next quarters in future.


What is important is that the growth is there and revenue increase to 11%.

There also RM147 million positive cash balance from its operating activities. So there are profit of over 100+millions if we dont have those other costs..


Based on the results u can also see it's Net assets per share (RM) 0.56. So the price now is good for accumulation..

just my 2 cents.

simple, because it's profit margin are declining, and 4G, LTE is new and wont increase profit margin. There is no much LTE enable mobile phones in the market to get profit.

as long Datuk not keep selling, not sure why he is reducing so much of his shares....

Dividend yield..
2012 - 4.53%
2011 - 5.46%
2010 - 7.07%

dont think 4G is the real issue. How much phone can support LTE.. there are others issue. one could be dividen play for digi is over as they are having high capex and there wont be enuf cash for high dividends compared to maxis.

ya, Q2 results is far away. something that funds or big investors knows that we dont know...

1.71 FV..

it only will boost when announce profit increase from the election advertisement...

@saufi, any collecting?

congrats to those who bought when it's down. :)

ya, should buy now, average dollar investing.. :)

u should make an excel and record all the acquired and disposed shares since 3rd dec.. :)

careful, 1 of the director sold about 2mil plus of shares.. so he is not confident in the business?
Dr. Tan See Leng, sold off 2.5 mil of shares on 25 Jan2013. It's going up and stable just because EPF bought it..

wonder how much it can dropped..

hard to tell as we dont know why EPF selling shares, either they trying to buffer potential future losses from GE.. not only DIGI but Maxis shares also been sold and buy and sold like digi by EPF. It's still a good hold as Digi has shown in past even without 3G spectrum they still manage to get it from TIME and improve it's profit and share price growth. The attraction is not now as they have to spend CAPEX for expanding their network. It's still a dividend stock, so buying when it's dropping it's good for long term investment.

and since there is management change, some ppl might sell on the risk

if u look at the announcements seems, EPF is selling the shares..

its not so negative news. just that the new stores sales haven't pickup and once it's pick up after that, then their growth will continue.

going going up.. will reach high 2.00++ huat

calculate based on QtoQ analysis, 2011 - 28551, 2012 - 19369.. so drop 32%.. but notice that revenue is a bit higher, so sales still good just profit margin dropped due to the price competition from H&M, but have to see in details why margin dropped as there are stores in Penang, Mlk, JB where there is no competition form H&M,.. as u can see in report as well, new sales stores (invest cost) sales still low so should be reason profit margin is low as well besides the discount given. So we can say sales not really impacted by competition, but by internal growth.

@saufi74, still collecting?