Offer Document
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5471409

Ex Split & Bonus, 4,000 units become 12,500 units.

Many are sceptical to Insas owner but will have to eventually acknowledge the company due to the tremendous improvement in performance.

http://www.thestar.com.my/business/business-news/2017/06/23/panpages-could-see-emergence-of-new-substantial-shareholder/

PPHB bonus issue 5 : 7, avoid odd lots by rounding up your units as follows :-

1) 700 shares x 5 ÷ 7 = 500 bonus shares
2) 1,400 shares x 5 ÷ 7 = 1,000 bonus shares
3) 2,800 shares x 5 ÷ 7 = 2,000 bonus shares
4) 3,500 shares x 5 ÷ 7 = 2,500 bonus shares
5) 7,000 shares x 5 ÷ 7 = 5,000 bonus shares

http://www.theedgemarkets.com/article/public-packages-proposes-5for7-bonus-issue

Calvin & Simon, kindly stop creating the impression that MGO may be called off & price may go down sharply. The takeover of Wengzng is already done & Hangen is now in control.

Simon & Calvin is the same person. Simon ID created just to promote Calvin

Stock: [DRBHCOM]: DRB-HICOM BHD

Nov 8, 2016 11:13 PM | Report Abuse

I already sell gadang & today buy in some DRB. Calvin you are very kind


Stock: [BJCORP]: BERJAYA CORPORATION BHD

Sep 30, 2014 10:07 AM | Report Abuse

TQVM Mr Calvin Tan sharing info


Stock: [WANGZNG]: WANG-ZHENG BHD

Jun 19, 2017 11:26 PM | Report Abuse

Wow 36.5 cent closing. Mr. Calvin, still can buy?


Stock: [BJCORP]: BERJAYA CORPORATION BHD

Oct 6, 2014 08:21 PM | Report Abuse

Mr Calvin, do MP Corp become PN17?


Stock: [BJCORP]: BERJAYA CORPORATION BHD

Sep 29, 2014 06:54 PM | Report Abuse

Mr Calvin Tan, ASB still can keep? pls advise, TQ

Denko was recently takeover by Oregon @ 0.60 & share price rallied to a high of 1.51 yesterday.

Superb stock both FA + TA

Hangen already too over control of Wengzng after they bought 50.4 % @ 1.14 from the major shareholders of Wengzng and they intend to maintain the listing status of Wengzng. The offer for the remaining shares that they did not owned is just a Bursa formalities & there won't be any revision of MGO price. Calvin's arguments above are not relevant.

http://www.theedgemarkets.com/article/wangzheng-appoints-three-hengan-chiefs-its-board

Current year prospects :-

Following the award of the vertical integration status by the Group’s key customer in
May 2016, the Group has gradually received much more box built orders which on a
collective basis are expected to contribute to substantial growth in revenue. As production
volume increases, the Group benefits from higher production efficiency and greater
economies of scale.

On its operations in China, the Group continues to strive to secure new and replenishment
sales orders from its customers, and expect performance to be satisfactory going forward.

On a macro basis, the Group is also aware of the increasing challenging operating
environment in view of the volatile USD/RM foreign exchange rate.

Notwithstanding the challenging environment, with prudent management, coupled with
continued strong support from existing as well as newly acquired customers, the Board
is optimistic that the Group will achieve better performance for the current financial year.

Big expansion. A total of RM113m was spent for acquisition of property, plant & equipment during the quarter.

A stock that can give you a sound sleep.

Why amdui.....where to find a packaging stock this cheap ?

Potential synergies between Hengan & Wang-Zheng is beyond imagination.

Good article in this week Focus

Agreed all are just hypothetical, just to bring back some sense instead of giving sky high TPs. There is no guarantee that Steel Co will be able to sustain their excellent performance. We are not sure about the Msian, World economy 2-3 years down the line, whether 'Safeguard' will still be there or whether Steel Co will boom or back to their doldrums with heavy losses.

The number of warrants & LA are about 200 % more than the mother shares. Once exercise, the eps need to be divided into 3. About 6m profits of recent earnings was due to other income, thus eps was only about 8 cts. Annualised, let's assumed 8.5 is maintained for 4 quarters ( 8 × 4 ÷ 3 = 10.67). Therefore PE 10 is valuing Atta at about RM1.07. Many steel counters are having PE less than 10.

Hengan assets RMB20 billion, listed in HK & a component of Hang Seng Index.
http://www.hengan.com/en/

Atta @ RM1.24
Atta-wb @ 0.315 + 1.00 = RM1.315 Expiry Date 9/5/2022
Atta-la @ 0.235 + 1.00 = RM1.235 Expiry Date 9/5/2022

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5442337

For fair value (loss)/gain on derivative financial instruments, Insas classify under Other Income.

Inari share price has appreciated 38 cts from RM1.66 on 30/12/2016 to RM2.04 on 31/3/2017. This should give enormous 'net fair value gain' to Insas similar to OSKVI.

http://www.theedgemarkets.com/article/kenanga-rakuten-jv-gets-licence-offer-online-brokerage-services?type=latest

Kenanga broke it's recent high of 0.625 to close up 3 cts with heavy volume at 0.63 for a 18 month high.

AWC is RHB's 25 Small Cap Jewels with TP of RM1.39

RHB 25 Small Cap Jewels, TP RM1.40

Vs-Wa @ 0.425 & mother 1.91, Wa is trading at a very cheap 8.64 % premium. Expiry date of Wa is 6/1/2019.

Vs-Wa @ 0.425 & mother 1.91, Wa is trading at a very cheap 8.64 % premium.

Manulife emerged as a substantial shareholder of Prlexus after acquiring 8.67 million shares or a 5.03 % stake of the company. Post acquisition, the provider of asset management solutions for institutional investors and investment funds in key market around the world becomes the fourth- largest shareholder of the company.

Amended Quarter eps 0.59 cts & Yearly 3.26 cts

Breakout of RM0.325 yet very peaceful here.

The lion begins to roooooaaaaaar !!!

Agreed with Calvin on this hidden gem.

hehe

Record net profit of 10.818m & eps of 1.04 cts. Previous record was in May 2015 of 7.155m & eps of 0.71 cts and share price rallied to a high of 34 cts.

Limit up is 30% or 30 cts whichever is higher.

Oregon control 47.39 + 4.79 = 52.18 % ???
http://www.theedgemarkets.com/my/article/denko-sees-5-stake-traded-market

Sifu VenFx, you can also reached me through' fb ' BursaKakis Investment Clubs'.

It's always possible but in this case is quite unlikely as Oregon already control 47.3% Oregon can easily buy another 3 % from the open market.

Thank you Sifu VenFx, if you buy now at 67 cts, you are buying cheaper than me ;)

Sifu VenFx, i am looking at ATA business & not Denko.

MGO now increased to 60 cts. 1st time tracking & invest a little in the company.

Sifu VenFx, mere speculation that they will inject their related co into Denko.

Oregan now control 49,505,400 or 47.3% of Denko Shares.
http://docs.google.com/viewer?url=http%3A%2F%2Fdisclosure.bursamalaysia.com%2FFileAccess%2Fapbursaweb%2Fdownload%3Fid%3D77856%26name%3DEA_GA_ATTACHMENTS

http://www.thestar.com.my/business/business-news/2017/02/16/jhm-gets-nod-to-produce-electronic-lighting-modules-for-planes/

Teo Seng Capital - Fair Value RM1.38

Good long-term prospects :-
1) Growth strategies; capacity expansion; diversification into other streams and cost-saving initiatives
2) Improved earnings visibility with 2-year CAGR of 41% in FY16-FY18F
3) RM1.38 TP is pegged to 11x FY17 EPS

The Business

Modern poultry farmer. Teo Seng Capital (TSC) is one of the largest egg producers in Malaysia with a daily output of 3.5m eggs, of which one-third of its production is exported to
Singapore. The group is also involved in the manufacture and
marketing of paper egg trays and animal feeds, along with the
distribution of animal health products.

Aggressive growth strategies. TSC is a vertically-integrated layer farming player with a current market share of 8.8% in Malaysia and 19% in Singapore. TSC targets to steadily grow its market share to 12.5% in Malaysia and 30% in Singapore by 2019. We forecast earnings to grow in line with TSC’s targeted expanding market share, supported by 1) stabilisation of egg selling price,
2) expansion in daily production capacity; TSC plans to increase
its daily production volume by +522k p.a. in Singapore and
+982k p.a. in Malaysia; both by 2019, 3) vertical and upstream
diversification, 4) cost-saving initiatives, and 5) superior operating margin compared to its peers. Its continued growth is also supported by management’s projected annual commercial egg consumption CAGR of 4.2% until 2019. Although TSC targets to grow at a faster rate than industry demand growth, management believes it will be able to achieve its targeted growth due to the fragmented local layer industry where the largest five players account for only c.37% of market share.

Stable industry outlook. Although there are fluctuations in the demand of eggs and ASP, we believe TSC’s outlook is still stable, as eggs are deemed inelastic goods as they are a consumer staple and small-ticket item in household spending.

The Stock

Fair value of RM1.38. Our fair value is based on 11x fully-diluted FY17F EPS, which is the industry’s average (excluding QL and Lay Hong). We have excluded QL and Lay Hong due to their larger market cap and higher institutional shareholding. The stock is currently trading at 7.3x FY17F PE. Although our PE target is above the historical mean PE, we deem this undemanding given our expectation of a strong 2-year EPS CAGR of 41% FY16-18F. The stock is also trading at a PEG of c.0.3x.

Strong fundamentals. Aside from its strong EPS CAGR, we also like TSC for its positive cashflow despite its aggressive
expansion, coupled with low egg prices in FY16, superior net
margins (c.10%) and positive ROAE (>13%).

AllianceDbs Research 7/2/2017

https://www.bloomberg.com/news/articles/2017-02-02/saudi-arabia-raises-march-crude-oil-pricing-for-all-buyers