I have a good laugh...thank you, good one!

@Ricky Yeo

The global demand for plastic packaging has been growing since the beginning of the industrial era. The link below is a good write up that projects the CAGR of the industry at 4.8% from 2015 to 2020. No worries even if other companies are setting up the same production line as the demand is strong enough.

http://www.plasticstoday.com/packaging/global-plastics-packaging-market-hit-375-billion-2020/23800481624973

Thanks for the write up!

http://www.thestar.com.my/business/business-news/2016/08/10/miti-unveils-incentives-for-shipbuilders/

Skpetro is one of the companies involved

通源生意通四海。。。

Riskabsorber:

I mean, the dividend entitlement cut off date is 27th July. That's why people who want dividend but dont want to hold the shares will start to sell after that day

"mjy88,

not really understand the logic. Can you explain it in layman term ? "

TGUAN drops because of ex-dividend date is 27th July. Those who want the dividend but do not wish to hold will sell within these few days

Time will tell the real story. Volatility is very common in bad times like now.

Good analysis and great effort in putting up all these facts to the faces if the group of "oil price uptrend, weakening USD, weaker earnings, no future" nay-sayers

Jun 13: Crest Builder Holdings unit awarded RM438.3 million contract to build mixed development in Setapak, KL/TheEdge

Cina pek doing boring but profitable business, buy in such counters able to sleep well and require minimal monitoring. Downside is must be able to hold the share longer and have lots of patience

Yes. It wont mbe immediate. The next 3 to 4 quarters to come will show marked improvement

Might go back to Rm8 as 41sen is still a 5% dovidend in jus 1 month away...so much better than FD where u have to wait a whole year to get below 5%

Congratz all holders!

Using Bible prophecy in investment? Waaa new generation of guru

Loan stock entiltles a much lower dividend compared to mother share. So as a sound investor, Temasek would definitely take this step to have more profit to the holding company. No doubt, the number of shares increases and will cause a dilution in EPS, but if they make good use of the injected fund to execute their business plans, the dilution will only be temporary.

The forex loss is unrealised.

Many people stress on price over potential, especially goreng traders. Rm3k can buy a good 100lots of 30sen share compared to one 10lots of Rm3 share.

Temasek has converted 39.5 million units of loan stock into shares. I believe there are more to come.

http://www.thestar.com.my/business/business-news/2016/05/30/will-temasek-convert-iculs-in-sam-engineering/

Haha moneysifu. Just my humble opinion. I hope i am not wrong as i am holding SAM too.

Agree with both of you. But many are ignorant and only look at the bad side of the picture when it comes to currency exhange rates and interest rates.

Clarence, great analysis

Yes mililia. I talked to a few friends in the oil and gas sector, one of them in Exxon Mobil, he said although the overall earnings drop significantly but the profit from downstream actually improves due to much lower cost when the price of crude oil falls. Hence, the way to go in future is to explore downstream in order to add value to the raw material instead of selling it at low price. Petronas CEO has also said this in his interview and RAPID is their shield to protect their business.

My friends in Johor said Pengerang has been totally transformed and will be a huge thing when completed, bigger than the Kerteh plant in Terengganu. It is a commitment from both Petronas and the govt to make RAPID a success as it is one of the key economic transformation project. KNM has expertise in engineering and they are able to cater for such need and very potential to take a slice of this multibillion project.

Dont trust me, do check my facts please :)

SAM belongs to Temasek group in Singapore. Recent low oil prices has forced them to change their strategy to grow in non-oil and gas sectors as its core holding in Keppel has been badly affected. Travelling in the air has become more and more affordable, look at the millenials, how many have not travelled with plane before? The demand for passenger plane is no longer as cyclical as decades ago, the time when flight was only for the rich and famous.

I believe this is a sector that Temasek would like to explore. I have no insider news, just my observation and personal opinion.

Tguan taps into the growing need of plastic films for industrial use and with current low cost of raw materials, they will do well if they follow through the execution of their business plan, including the future expansion into manufacturing of organic noodles.

Yes duitkwspkita, im holding still. All the best

Just my 2 cents, please dont fire at me

In my humble opinion, oil price is beyond our control as there are too many factors/parties involved. What we can control is buy into a company that we understand. If you wanted to buy KNM, do buy it with a thorough understanding. Otherwise, it is not worth for you to sacrifice your peace on each trading days and panic sell/buy following the roller coaster ride of the crude oil price.

KNM will not be an immediate play but at least 2 years to see stable earnings and Pengerang RAPID will be a driver to KNM's future earnings. Many fear that oil price will stunt the development in Pengerang but Petronas is firm on RAPID as a strategic project to ensure long term profitability of Petronas.

Earnings from Redbull has significantly improved the earning of Yeelee and will continue to propel the share price upwards. When will it happen, not sure, but Yeelee has a good future.

Hi looyee, agree with you that healthcare will be the frontier for growth of TDM. However, the plantations in both Tganu and Kalimantan has more mature trees than last year, giving more yield to offset the lower QoQ CPO price. And with their effort in biocomposting to produce fertiliser has reduced their spending on chemical fertilisers. These collectively, I believe, will contribute to an improvement in the earnings. Just my 2 cents

Indeed mililia. If we observe the activities in O&G now, they are exploring more actively in the downstream production. Hence this will give KNM a boost

Yea...kinda agree with moneysifu...is this even real from JP Morgan? Cause I dont think JP Morgan has interest in evaluting small caps in Malaysia.

Hope they are able to secure more projects from RAPID with their expertise in project management as RAPID is one of the projects that Petronas is still aggressively investing in.

Coming quarter result announcement should be showing good results to shareholders.

There is not just a single method in doing something. Same goes for investing. Everyone has different belief and strategies.

IMHO there are still a few attractive good counters doing export business. I don't categorise them as "export" counters. In fact, exporting is just another strategy to gain even bigger market beyond the local homeland. Business is all about growth. Business prospect is way more important than forex gains. A company that relies solely on forex gain is currency exchange/money changer, not furniture or electronics company, they cannot survive.

Companies with QoQ net profit growth achievement between 50% to 100% are experiencing real growth. Rough estimation, excluding forex gain QoQ (about 20%),they are still growing at around 30% to 80% range. Not good?

Just my 2 cents.

Managed to break its 1.80 resistance! keep going strong!

i have been keeping PRTASCO at 0.916...more than 100% return now, plus all the dividend i received all these years...a very good counter! Stable even after Tabung Haji sold their stake.

wonder what the management plans for its future...NTA 1.36 but only a rolling 4Q EPS of 7.15...ROE very low

they certainly will do buy-sell transactions, profit taking for the army...TT im waiting for the price to soften, but it is not happening

With overall sentiments that are working against the property sector, better to buy at or near NTA value...huayang has good track records, this is an opportunity

support is strong from Mitsubishi...

Lately there are some news saying that supply (even soy oil) has tighten and demand for edible oil has increased. These favour the palm oil counters. Whether is it sustainable, nobody knows...I want to know too :)

lcng123, haha, dont u think it is a good time to buy in when CPO prices are low? but i do agree on the part that we have to compromise with the less satisfactory financial results...

RSAWIT has a huge area of young plantations and is not making much profit compapred to other palm oil counters. if you buy it now, you are actually buying its future, not so much of its current profit.