Yeah..fiamma has performed well..
Its profits justify its price movements upwards....now fiamma is fairly priced....next qtr results will b good...
Sadly i didnt buy any fiamma...
All the Best to fiamma shareholders...looks like winner..

Do hope the writer csan can post new updates on khinds most recent performance....

When this article was written on the 30th of August 2021.....khind was RM3.00....by the 7th of Sept khind had jumped to RM5.00....but since then share price has fallen for 7months...
During which Khind has reported another 2 quarters of amazing profits...
3rd qtr 2021 - 6.26 million
4th qtr 2021 - 6.22 million

I think the next time it shoots up...
Khinds stronger fundamentals/ improved cash flow will support prices higher....
How long can u keep a good stock....cheap

August 30, 2021 • no comments
2021-08-30 : THE MOST UNDERVALUED CONSUMER GEM IN THE HISTORY OF BURSA MALAYSIA, KHIND
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This stock started to perform very well since the 2nd quarter of 2020 when it changed its marketing strategy to take advantage of the e-commerce boom. But last Friday, it reported its 2Q21 results which nearly made me fall off my chair.

The company is Khind Holdings.

Everyone knows what Khind is. It is a manufacturer of electrical and household appliances.

In 2Q20, Khind started to see their change in strategy bearing fruits. Here is a screenshot of what they said in their prospects section of their quarterly results report:4b7590db-3e22-47a2-bdae-19ab66a6cafd



In that quarter, they reported an EPS of 10.2sen! In the next quarter, Khind reported an EPS of 14.5sen and in 4Q20, they reported an EPS of 15.8sen and declared a dividend of 10sen! The share price shot up to RM4.30 when this happened. Last Friday, Khind reported a mind-blowing EPS of 20.8sen, the highest in their history. Obviously their e-commerce marketing strategy has started to generate very handsome returns since they do not go through the middleman but instead sell directly to consumers. Also, there was only one major e-commerce sales event per year previously and that is 11.11. For the past year, you can see that it has become 12 major sales events on e-commerce sites and that is 1.1, 2.2, 3.3 and so on. This has definitely benefited Khind in a very big way. Here is a screenshot of Khind’s historical performance:6b39b34d-32a4-4d9b-acf0-5f1e5aa11b5e



How to value Khind?

It is very simple. The closest comparable is Panasonic Malaysia. Panasonic Malaysia trades at a PE ratio of 14x. If we were to annualise Khind’s latest quarter’s EPS of 20.8sen, their annual EPS would be 83.2sen. At 14x PE, Khind would be valued at RM11.65! Let’s forget about 14x and just use 10x. It will still be worth RM8.32 at 10x PE.

Khind also gives handsome dividends and at the level of profits they are earning now, they should have no problem giving 15-20sen dividend this year. At a share price of RM3.60 now, Khind is the most undervalued consumer gem we have ever seen in our lives. It is a matter of time before the the share price reflects the fundamentals of the company

One year khind will only push once or twice...@ 63sens earning per share...khind's share price is totally a dissapointment....
Not sure why.....khind's cash pile...increasing..
Waiting for a good dividend announcementt.......next month..

* correct RM4.52
Cash piling up....every quarter.

Surely the Hextar Boss can see a good stock to invest.....has to trade at a fair value......what justifies a PE of 46

5 Companies in the E&E business
============================
Panasonic RM29
Nta RM12.50
PE 22

Fiamma RM 1.01
Nta RM 1.10
PE 14.8

Khind RM 3.40
Nta RM 3.50
PE 5.3

Pensonic RM 0.64
Nta RM1.04
PE 5.5

Milux RM0.93
Nta RM0.18
PE 37

I just cant understand....why does someone chase the Complete....so high.
When we have good companies like khind and pensonic trading at a PE of around 5.5......
Complete RM4.49
Nta RM1.32
PE 46

Not sure why..EPF keeps buying Panasonic @ a PE of 22
When Pensonic and Khind are both trading at a PE of about 5.5...
Milux is the most volatile.. .

OFI offers a good n safe investment.
Funds are always looking for a good return...

4 Companies in the E&E business
============================
Panasonic RM29
Nta RM12.50
PE 22

Fiamma RM 1.01
Nta RM 1.10
PE 14.8

Khind RM 3.40
Nta RM 3.50
PE 5.3

Pensonic RM 0.64
Nta RM1.04
PE 5.5

Fiamma RM1.02 Amazing

When Pensonic was 85....fiamma was 65....
Now fiamma is 98...and pensonic is 65.......LOL

So fiamma is doing so well....all the best

Senheng....1.5billion shares..market cap 1.3billion...PE...so high
Share price 87sens....
Pensonic...130million shares...PE 5.5......market cap 82million...
Share price 64sens...
This useless market never knows how to value anything good....
Khind PE 5.2...
Both these companies doing so well..... yet market values them at PE of 5... Malaysia Boleh..

Mazlin's commitment in OPCOM is better than ENRA.
Opcom's operator very strong...whereas ENRA sleeps for weeks n weeks.......sadly

Fiamma....GO GO GO.....
PE still very low.....
All the Best everyone.....

Whoever is pushing this is damn strong.....
Didnt buy this....wasted.
Focused on khind and pensonic...both sleeping..

Sometimes i wonder....why good stocks never perform...
Pensonic khind ofi fiamma all trading at such low PE.....good profits...excelent cash flow...but yet market just doesnt value them.....

Selling continues.....
Milux 65 to RM1.05
Fiamma 65 to 95sens
Amazing....
Khind and Pensonic refuse to move up...both trading at a low PE..
Both with cash piling up...
Both tightly held
Both paying dividends....

Will buy some....tomorrow..

Among the E & E business..
Panasonic - cold
Khind - cold
Milux - activated
Fiamma - activated
Pensonic - cold
Senheng - sleeping

Most tech stock...are up 20% from recent low....awantec should touch 80sens atleast....but so far..no reaction to the tech rally.....

Tech stocks moving higher today...

Pensonic and Fiamma sharply up.
Pensonic 51 to 61
Fiamma 60 to 75
Khind will follow soon...

This market values rubbish more than a good stock..
Cash piling up.......hopefully will reward shareholders with a good dividend/bonus.......wait n c

Must be careful with this quarter's results...
Many stocks showing lower profit....many in losses...

Senheng is an E & E trader....
Should just take over Pensonic and Khind.....and become a Giant like Panasonic.....

Coraza...40sens premium..
Swift....30sens diacount
No wonder so much of selling on the 1st day....

Finally..throwing seems to be stopping..
Bursa needs to query this stock...why are the big boys throwing...what information do they have access to..that the general public is not aware..can this be likened to insider trading....investigate..
Even the small time investors can see....that there's something wrong with Swifts trading....Bursa officials need to do their job.....

Wont rebound until the hidden seller stops...
Seruously think these transactions need to be checked..

Why Bursa not asking questions...clearly can see this is an unusual market activity....how and who can keep throwing the shares...so much of it.....everyday..non stop..
Help to protect the minority and public interest.....

MACC should open up an enquiry and check if this IPO was done fairly following all the SC and Bursa Guidelines.....which smart individual approved RM1.03 ipo price....why instittutions are selling from Day 1....
Its in the public interest to know this .
Past 4 weeks..market has moved from 1480 to 1550...70 points up.....Swift has moved from 1.10 to 87.....
Something not right?????

Atech just going higher n higher...
Followed the wrong IPO.....damn

Sold...going back to Enra...
All the Best...everyone

No end to the sellers....so many just giving up..
The big shareholders of this company need to support..
Kwap decision to sell on the 1st day...really killed the confidence of the investment community...
Until it comes back above RM1.03......and stays above it........we can never be sure of its direction....

Sleepy counter....wasting time

Out of 30 IPO this year....swift was supposed to be one of the best....logistic sector had a good run this year..with 12 big names behind this stock.....one would have expected a strong premium.....but many still waiting...
Having trusted kwap investment presence...many jumped in on the 1st day.....not knowing KWAP was busy selling..
But hopefully they buy back...and raise their stake.....
All eyes on Swift.....the Last IPO of 2021....

Atech IPO 1.36.....now 2.41...
Swift IPO 1.03....now 97...
No logic.......Malaysia Boleh....
Which smart individual approved RM1.03.....probably over priced from Day1...

Atech top gainer....amazing player..
Swift underperforming..
Index has moved from 1480 to 1540...yet swift is below IPO....apalah !!!!

Cash 50million piling up....what is khind going to do with so much of money....

Good companies dont do well in this lousy market..
Willow and Pensonic are perfect examples of that..
Willow PE 10
Pensonic PE 4.5..
Does that make any sense......

Atech up 20sens.....amazing

Disposed millions of shares in Willowglen....profitable willow selling so cheap...i wonder who is buying...

Let it rest...volume already shrinking....once they corner the share...they will move it up..
This is not bad company to keep going lower...kwap sells....kwap can buy back....thats always the case...if they see profits they might sell 1st....then when its cheaper they will buy back.

Dont really see how Anyone can keep selling below ipo..
Major shareholders will support...
Swift Haulage has good potential..RM1.03 is not very far away....lets c
Tends to become aggressive after 4.30pm

Market forces should do the rest...
This ipo was oversubscribed 18times...
Keen interest shown..

Aminvest buying is very aggressive....
Next week...price should return above RM1....
But happens after that.....will swift start trading at a premium....The last of 30 ipo's this year....
Only 2 below ipo price...Yenher and Swift......lets c..
5 more trading days left....

Aminvest buying is very aggressive....
Next week...price should return above RM1....
But happens after that.....will swift start trading at a premium....The last of 30 ipo's this year....
Only 2 below ipo prive...Yenher and Swift......lets c..

Amazing...game.
Getting more interesting by the day...
Another 6.5sens to the ipo price....lets c

Good closing.....96.5sens