Ahmad Khan,around 2.28 for 2nd bet should be ok.

My first bet for Kfima is 1.82 and now for 2nd bet I am average up.

The coming result will de the determining factor how high can Kfima go.

http://research.maybank-ib.com/pdf/document/Perisai_CU_20120815_MIB_1863.pdf

Read this from Maybank. As mentioned before, I met them during road show last week.

Be patient and you shall reap the great harvest.

NT if the result is good, Kfima should be able to reach 2.50-2.80.

No problem at all KC.

I am not surprise if they push it down first. Why? my guess is another merchant bank will initiate buy on Kfima after Public Investment Bank and by pushing it down now and when the report out you will see the uptrend again.

Hi KC, the 7% is last year payment. This year 8%/share not yet out but definetly by this month.

We have seen Kfima drop from all time high 2.50 to 2.28 now but volume remain thin at this moment. Again, they will announce the 8 sen per share dividend anytime from now together with the result. Kfima is still my no.1 darling stock.

Raymond, by tommorrow we shall know this company fare. Btw, they come to HK for roadshow last week. Met up with the management.

(1)Zhulian
(2)Kfima
(3)Weida
(4)Perisai

Should see further uptrend supported by up coming good result and dividend announcement.

for tghis week, the first result to be released Perisai tommorrow (15/08/2012)

Perusal will announce result 15/8 wednesday. Heard that the result q2 vs last year q2 increase more than 50%

If one were to look at plantation alone it is already worth RM 240 million alone and this is not core business of Weida. Weida 's market capitalization is only Rm160 million. So you can calculate how much is Welda worth. My target price is RM1.80

This stock is under my "speculative" category. P/E still at reasonable level 8 and below NTA 1.60. Not for dividend play definetly.

It seems that something is brewing for Weida. Not sure how realiable is it. NTA 1.60. Can monitor and nibble around 1.39.

I always advocate sell half and keep half. Anyway, Zhulian is still one of my jewel.

KFima the gem of the gem at last unearthed!!!!!!

Safely to say that Zhulian will resume up trend on Monday with target price of 2.24to 2.30 in immediate term....

http://mobius.blog.franklintempleton.com/2012/07/25/malaysia/#more-1604

Fandi, kalau senang dapat, saya awal awal sudah kaya. Hanya dua situasi hang dapat beli dengan harga yang murah:-
(1) Bila PNB jual, ini mesti tengok nasib,mugkin stu bulan sekali
(2) Bila pasaran terlalu lembab.

Sabar, sabar dan sabar.

Bonia is not a trading stock due to its illiquid nature. So do not hope to make quick buck by trading on it. This stock is for long term investment. Again buy when no one notice it.

The late famous investor Barton Biggs once said " If the facts changed, I will chage my stand"

Will you change you stand Sir?

Great points to ponder during current market conditions.

P/e 15 for blue chips very expensive

Well if you like Padini, bonia should be your cup of tea too. Bonia has been very aggressive recent years and acquired few famous brand names like Braun buffel in their coffer. The company so far has 700 stores inmalaysia and asia. The company has showed strong growth for the past 5 years. P/e currently at 12 compares with Padini p/e 15. Net cash rm 35 million in hand. Good entry level around 2.19. My only complain is that the stock very illiquid.

KC I am just being lucky at a right place at a right time. Again, doing homework wil really help in one investment. Thanks for your wise words again as always. Edmund. May be you can translate what Cold Eye has said about Kfima to me. For all Muslim bro, Selamat berbuka puasa.

Rose, thanks for the nice word. Edmund , I am quite lucky to recommend a stock like Kfima that not many people give attention to. I can only say hard work will pay if one really do his homework. Have faith and have patient as someone will always oppose to your selection without valid reasons. Ram, how high can Kfima go it will depend on next month result. At this price Kfima only trading at p/e 7 at current eps of 30.5 sen. Do not forget that the eps has been climbing for the past 5 years and I strong believe the trend will continue. My only concern is if another Najib announces election in Aug. then it might impact the share price in short term. Otherwise Kfima us still gem of a gem.

I found this thinly traded stock has very strong support at 2.20. When PNB throwing the stock it will fall to RM2.20 and then rebounding back to RM2.30. So you have 0.10 margin to play with. I will talk about the fundamental more in the next message.

Bonia worth a nibbling below RM2.10. Another cash rich company that is underperformed CI and PADINI.

JTPC, one can only making rich money in bursa malaysia if they really do their homework and uncovered the gem stocks. No otherways will make you rich.

You are welcome Fandi. Btw, what is the meaning of 1.33?

The dividend ex date will be announced at end of AUG 2012. Privatised of Fima Corp or Kfima instead. let's wait and see.

Namoyaki,Zhulian is still one of my favourite stocks as the growth remain intact and the company is cash rich with high dividend yield.
However as election is around the corner, I would advocate sell half and keep half strategy. Frankly speaking, I see limited upside for Malayisa's blue chip stock as the p/e is relatively high. Now it is time to keep more cash.

If a lot of punters have bought POS Malaysia and waiting to dispose, sad to say there is limited upside for this stock.

Rose, that could be possibly initiated buy by big banks such as may bank or Cimb. Anyway I still believe corporate exercise is on the card.

You are welcome Fandi. You can see that I hardly promoting any stock except Kfima,Fima Corp and Zhulian. One thing that really interest me is that when you see one stock which has no follower in a forum like Kfima then you should bang on it. For stocks that garner good followers like Pos, I would rate it sell now since a lot of punters holding huge chunk of stocks waiting to dispose. Just my personal opinion.

Fandi, I think Kfima have given you 15% return in less than a month since your purchase at 1.88 last months. This tsock is still in a uptrend as I said before this stock is dirt cheap.
Fima corp should follow also.

Great to see Kfma continues up trend!!!!!!!

Bro KC you are also one of the big promoter of fundamental stock. Surely, we have learnt a lot from you too. Thanks bro.

You are welcome bro Takarajima. Have a good day ahead.

KC, thanks a lot for your compliments. We need to be responsible when we put up our comments here. If we recommend stocks that lack of fundamental like Ariantec,Metronic Global, we will be cursed by people if at the end they loss money. The forum here should be utilised as a platform that promotes good and undervalued stocks that will benefit the forumer here.

My another favourite counter Zhulian has announced another fantatsic result. EPS 6.34 if annualise RM2.53, based on current price
RM2.10 the stock is only trading around p/e 8+ compare with Haio p/E 12 and Amway p/e 17. Good dividend yield at 5.3%

Fantastic result. EPS 6.34 if annualise RM2.53, based on current price
RM2.10 the stock is only trading around p/e 8+ compare with Haio p/E 12 and Amway p/e 17. Good dividend yield at 5.3%

Jian Bin, net cash is only one of my criteria. low P/E, sector of the stock in,NTA and most important how fast can the business grow that will translate in net cash and NTA to the company.
If you are convinced that Plenitude and KESM can fulfill the above conditions by all means inveting in these companies.


Fandi, have patient. Kfima is not a stock like Ariantec & Metronic. This is not a speculative stock. I will not be surprised if corporate exercise is looming for Kfima and Fima Corp. As I said before by controling these two companies you are controlling net cash of RM500 million.

Ram below 6.05 should be a good bet

Namoyaki apa maksud ni ?

Rose,counter in my watch list is Zhulian another cash rich and weel managed company that is expected to announce result and dividend by 13/07.
If the counter drop to RM2.00 you can buy.

Ram, my target for Kfima is at least RM2.15-RM2.20 conservatively. Again why I put this target is that Kfima NTA now stood at 2.07 and net cash per share is 0.90. Based on the record, NTA for KFima had increased from RM1.67(FY 31/03/2011) to RM2.07(FY31/03/2012) that means the increase of 0.50 in a year. If the history repeating this year, that means Kfima's NTA can easily reach RM2.57, even if you chop the increase of NTA by half you will still get RM2.32. Do not forget that the capability of the company generating huge cash flow in one year. Last year alone te net cash of the company has increased from RM196 million to RM270 Million.

If one company NTA and Net Cash keeps increasing, the share price ultimatley has to follow.


I do not think any one can challenge me on my finding. Please let me know if you can get another medium size company with such solid fundamental in Bursa Malaysia.

Also, monitor Fima corp closely. I think both companies are very hot under privatisation list. If you still ask me why? thate means you still cannot get my explanation.

Fandi, rules no.1 buying undervalued stocks and patiently wait for it
Rules no.2. Invest in what people cannot see

more will come tomorrow

Kumupulan Fima is steaming now.

Fandi, buy good and undervalued stock you will not go wrong.
Kfima is still very much undervalued. The company net cash is RM255 million and the company market capaitalisation is RM500 million. That means half of the company's market capitalisation is cash. NTA is 2.07. It is very difficult to find such company in Bursa Malaysia now.

It seems that Kfima will jump start the engine soon...Fasten your sit back and enjoy the run.