Though I do agree the whole car market are in fact shrinking but it is NOT applicable to CCB, or Mercedes Benz brands, by judging from the MBM sales records & CCB's financial performance.

To be honest, CCB has not responsive to the good results released in the last 2Q, it make me worry what if the result is not good as those in the previous corresponding period in the coming quarters?

The best is to maintain its performance as good as 2015, but to outperform? Tough, as we all know class E is approaching the end of the model cycle.

Well, we need to look back on the purpose of investment, that's to make money from our investment.

I feel great for not to lose money on CCB at the first place if compared to some other good stocks like KESM, Chin Well & many (they are real good in every aspect), in fact price was up from RM3.20 (at time of my first article about CCB) to RM3.50 now.

But we need to assess from time to time on our investment decision if it is working towards our goal or not.

After lay down all the calculation & working, we need to use our sense of investment to judge, to me, I will judge on the Downside & Upside Potentials.

Downside? Not really, as Mercedes Benz are selling great on lower priced models, profits are expected to be maintain as good as 2015, if not better.

Upside? The only factor now I see is the surprise special dividend, but it is not likely in near future, at least not in 2016, after the management has clearly stated that the cash is to be reserved for emergency & further capex.

So, JUDGE yourself, it's YOUR MONEY.

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Posted by paperplane2016 > Apr 24, 2016 01:40 AM | Report Abuse

Despite good revenUe and sales, price dropping! Ask why. Oversll car industry shrinking. Another word, the pie getting smaller! Why? The industry hit by high inflation and stagnant salary increment in msia.

(22/4/2016) Sold 4,000 CCB shares

Limited downside & possible upside potential.

Strong support at around RM4.10 & what can we expect from KESM if a smaller player like Penta could deliver such excellent result?

From 1.95 to RM2.15, what a strong rebound, keep it up, buddies

Hi Jay Tara, POS?

Thanks, paperplane, but I don't think I have time to monitor those have conducted corporate exercises like bonus, split & right issues.

Please highlight if any omission.

Anyway, I use it as a general guide to see if there is any opportunity to bottom fishing.

Your iwcity today up almost 13%, WOW

(22/4/2016) Bought another 2,000 KESM @ RM4.35 & sold 4,800 CCB @ RM3.52 (can't update due to error in system, will update porfolio later)

(22/4/2016) Bought 2,900 KESM @ RM4.35

Thank you, moneySIFU

paperplane, you are here, then it is good to take a look then.

Only very few people selected Airasia, including paperplane

No one in the top 20 last year picked Annjoo

Out of 88 stocks, only 24 stocks registered positive return & 2 stocks no gain no loss, what a tough year.

Analysis for 2016 Stock Pick by Top 20 performers in 2015

All stocks are based on prices listed @ 6/1/2016 & every stock invested with RM10,000.

http://klse.i3investor.com/servlets/pfs/54952.jsp

Thank you for your time spent on the result list, paperplane

Based on the stock selection of last year's top 20, the following stocks enjoyed the most return so far:

AIRASIA   47.92%
KERJAYA-WA   42.42%
KIMLUN   20.78%
SCICOM   18.00%
DELEUM   16.04%
FIAMMA   15.52%
KRONO   15.38%
PADINI   14.14%
MIKROMB   12.90%
PRG   12.82%


Only top 10 listed.

Mr Tan had suffered last 2 years, I guess, this must be the year, good job so far!

Unbelievable on Annjoo, well done

Hohup has been building its momentum to back to RM1.10, has it been done? Let's see.

One of the lowest valuation consumer stock plus 5% dividend yield. Risk of Low downside & High potential upside.

Please compare other stocks & to find out which is better choice.

Fiamma up from RM1.70 to RM2.40 within 3 days after announcement of split & bonus shares.

If I have time to monitor, I guess I will to the same to you, tksw, buy below RM1.97 & sell now. Wait for drop again. If no drop, buy to wait for going up, is this your strategies? tksw?

I guess tksw should have making a lot of pocket money on Gadang recently, as he knows very well on how Gadang's price pattern of moving up & down.

If Gadang manages to get a hand on MRT2 Project, first TP = RM2.50

I have been collecting Gadang whenever price reach RM1.95.

(21/4/2016) Bought 8,000 Pohuat @ RM1.46

(20/4/2016) Sold 9,000 CCB @ RM3.5 & bought 10,000 Pensoni @ RM0.675

Agreed to all you've said, SJSOON.

77huat77, fundamentally, Gadang is still strong, this is also fact.

After all, if the price goes up after PP or special allotment to major shareholders, then no one will remember it, see what happen to Airasia now.

Though I doubt Gadang will become as what Tropicana has now, but the real fact was that Gadang PP had impacted the buying mood of the investors, it is undeniable.

Watching now... thanks, sherlock

Ha kancs, true, what a small world. Look forward for that.

Please check your email alson when you are free. Thank you.

Stevecheahsw, the booking is not material as compared as a whole and it is not common to expect people to book in advance for such long period.

I personally optimistic on the lower priced models such as A & C classes and believe these are the major selling models in the upcoming months.

Agreed, byrop, it is normal to have the phased out models selling at attractive discount to attract interested buyers to get at cheap price.

CCB Quarterly rpt on consolidated results for the financial period ended 31 Mar 2016

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5062569

Highlights
• Improved revenue and earnings
• Unit sales up 50%, particularly lower-priced models
• Facility upgrades continuing
“While the business performed well in the first quarter, the Group is facing
weaker economic sentiment and the current E-Class reaching the end of its life
cycle.”

非常高素质的分析和文章，深入浅出，言浅意深，面面俱圆，幽默有趣，读来欲罢不能，棒，非常棒！

Result will be announced this morning (19/4/2016), just want to put my personal estimation for 1Q2016 to see how much difference will it be:

Revenue
345,540,000

Net Profit w/o Div
8,300,000

Guessing only, don't treat above figures seriously.

Thanks for sharing, Jason

Hi paperplane, sound good.

Total number of Mercedes Cars Sales registered 41% Growth in 1Q2016 = 2,658 units (1Q2015 = 1,890 units).

Monthly Mercedes Cars Sales:

2016
Mar --- 978 units
Feb --- 653 units
Jan --- 1,027 units

2015
Mar --- 969 units
Feb --- 491 units
Jan --- 430 units

Thanks to kai8994 for sharing the news
------------------------------------------------------------------------
Posted by kai8994 > Apr 14, 2016 02:33 PM | Report Abuse

http://www.theedgemarkets.com/my/article/mercedes-benz-malaysia-records-best-ever-1q-results-41-y-o-y-sales-growth

Hi kancs, thank you so much. My questions for CCB in AGM are as follows:

1. For JV with Daimler AG in Mercedes-Benz Malaysia Sdn Bhd (MBM), to what extent has CCB to influence on the decision making process of MBM? For example, marketing strategies of MBM and the payment of 11mil dividend from MBM. I have been wondering what's role is CCB playing in this JV.

2. While CCB is in the process of upgrading or building Autohaus everywhere, to date, a total of RM43 million has been invested in the CCB Autohaus in Petaling Jaya (CCB PJ). Has MBM supported CCB financially in all these autohaus refurbishment or construction?

3. As minor shareholders, we need transparency of dividend policy of CCB, any promise from the board on the dividend policy? Say, payout rate?

(14/4/2016) Sold 30,000 hohup-wa @ RM0.47 & bought 20,100 Pensoni @ RM0.695

Hi, tksw, welcome to visit.

Thank you, sherlock & skyz.

But if I have a chance to go there, I will ask the following questions:

1. For JV with Daimler AG in Mercedes-Benz Malaysia Sdn Bhd (MBM), to what extent has CCB to influence on the decision making process of MBM? For example, marketing strategies of MBM and the payment of 11mil dividend from MBM.

2. For setting up of Autohaus, has MBM subsidied over the building or renovation costs?

3. As minor shareholders, we need transparency of dividend policy of CCB, any promise from the board on the dividend policy? Say, payout rate?

Hi byrop, I don't think I can make it to the AGM due to tight schedule on my end here.

48th Annual General Meeting of the Company to be held at Concorde Ballroom 1, Lobby Level, Concorde Hotel, Jalan Sultan Ismail, 50250 Kuala Lumpur on Tuesday, 19 April 2016 at 9.00 a.m.,

Total number of Mercedes Cars Sales registered 41% Growth in 1Q2016 = 2,658 units ( 1Q2015 = 1,890 units).

Monthly Mercedes Cars Sales:

2016
Mar --- 978 units
Feb --- 653 units
Jan --- 1,027 units

2015
Mar --- 969 units
Feb --- 491 units
Jan --- 430 units

------------------------------------------------------
Thanks to kai8994 for sharing the news

Posted by kai8994 > Apr 14, 2016 02:33 PM | Report Abuse

http://www.theedgemarkets.com/my/article/mercedes-benz-malaysia-records-best-ever-1q-results-41-y-o-y-sales-growth

14/04/2016 15:19

Total number of Mercedes Cars Sales registered 41% Growth in 1Q2016 = 2,658 units ( 1Q2015 = 1,890 units).

Monthly Mercedes Cars Sales:

2016
Mar --- 978 units
Feb --- 653 units
Jan --- 1,027 units

2015
Mar --- 969 units
Feb --- 491 units
Jan --- 430 units

------------------------------------------------------
Thanks to kai8994 for sharing the news

Posted by kai8994 > Apr 14, 2016 02:33 PM | Report Abuse

http://www.theedgemarkets.com/my/article/mercedes-benz-malaysia-records-best-ever-1q-results-41-y-o-y-sales-growth

14/04/2016 15:19

Total number of Mercedes Cars Sales for 1Q2016 = 2,658 units ( 1Q2015 = 1,890 units). Growth of 41%.

Monthly Mercedes Cars Sales:

2016
Mar --- 978 units
Feb --- 653 units
Jan --- 1,027 units

2015
Mar --- 969 units
Feb --- 491 units
Jan --- 430 units

Thank you very much, kai8994, your news is in very good timing, as now market is full of uncertainties. This news has ensured solid growth from CCB even at this junction.

All my stock selection is for long term hold and we can expect good result from CCB in the first Q of the year by referring the following

Number of Mercedes Cars Sales.

2016
Feb --- 653 units
Jan --- 1,027 units

2015
Feb --- 491 units
Jan --- 430 units