result coming out soon,next month AGM,see how ba..

this company is on earlier growth phase,capital needed for business expansion,sure no dividend,but investor might benefited from capital appreciation if profit keep increase.

market correction,only those with holding power will survive.

philipine lottery business only contribute less than 10%,not renew also not big deal since new vietnam business more than enough to mitigate any downside risk.

they do manage timber business quite well,USD stop falling bode well for WTK too.

sabah ban timber export recently and this should benefited sarawak timber counter,especially WTK.this was because WTK was the only sarawak timber company that able to sustain timber production for the past 1 year,while others like jtiasa and taann was suffered huge drop in timber production.

thats why WTK was the only timber stock in my portfolio at this junction.

old news...

mrcb was ok but mbsb was not ok?are you ok?
epf hold 60% of mbsb leh my friend.

i am quite surprise to see cold eye's name in latest shareholder list,he hold 33 million share and MBSB should be his biggest investment so far.

but mbsb just complete acquired asian financial bank february this year,and their impairment program just done last year,this year onward should enjoy superior margin and earning since most of mbsb's loan was higher margin loan.

每天讲衰退，等有天真的衰退时就说自己是先知啦，什么末日博士啦，这条水说的东西有”多准“，大家心知肚明，去看回他之前唱衰亚航的帖子吧。

i remember KYY bought xinquan at above RM1.00?can refer to previous annual report.

he owned more than 5% of xinquan's share since 2010,how can he claim the average cost of him only 6.85cen?

based on current order books in hand revenue for next three year should at least grow by 30-40% from 2017,margin recover strongly should enhance net profit as well,interesting counter to monitor,share price remain strong during recent market replacement also a positive sign.

generally a disappointed quarter due to litigation cost totally wipe up The Andaman's profit,with marine life park will be launching at 2nd q and sales of chiva som bintan residences, the growth prospect remain intact,personally i will add more share if share price drop to below 80 cen.

result will speak,we'll see.

haizzzz,fake expert is everywhere;)

i am pretty sure losses will reduce significantly in coming 4th quarter,since year end was holiday season and TBB should benefited.i actually expect landmark return to black in 4th q but only with tiny profit,massive profit will only show up starting from 2nd half 2018 onward.

the profit from associate refer to 20% stake in MSL properties which been sold last year,so going forward no more contribution from associate,Landmark owned 100% stake in The Andaman and Treasure Bay Bintan.

special dividend from core business disposal,comcorp will became losses making company right after disposal,should not chase high.

one of sin chew jit poh top pick for 2018

HWGB only hold 49% stake in single duty free shop.

63cen?big joke.

grab another NRW contract,nice.

negative?what a joke,lets see....

this counter cannot contra one,but current price worth a buy,next month result should be very good.

lam kong tang is managing director of kenwingston sdn bhd,which hold 0.69% of parkson stake.

wc din dispose,still hold about 60% share,LTH hold another 9.92%,two largest shareholder already hold 70% stake.

close?inpossible man,please dont create chaos here.

i remember he so bullish early this year...change so fast:)

analysts compare companies in same sector merely to evaluate valuation,so is ok,but you simply put two company with no direct competition in one place and telling people one gonna kill another,it is misleading.

you must not study details into parkson joetay,you know what parkson had done to their business for the past 3 year?what alibaba and amazon wanaa do now,parkson already doing it for quite some years,did you really realized that?

to be fair,we should not compare parkson to aeon nor carrefour,just like you don compare 7-11 with 99 speedmart or mydin,different strategies.

and if you think parkson cannot fight with alibaba or amazon,then all the shopping mall/retailer/aeon/carrefour should bankrupt very soon too,is it possible?

in fact,alibaba just acquired intime retail for 2.6b usd early this year,intime reatil was competitor to parkson and both company was among top 5 retailer in china.so,if retailer like parkson or intime cannot compete with alibaba at all,why alibaba acquired intime?

i expect parkson to consolidated for a while,maybe 1-2weeks,then shoud continue its uptrend.

crucial part will be 1st Q result which should release in november,if china business continue to improve,achieve more than RM20m operating profit like past two quarter,parkson should flourish further.

should request i3 admin block this author,keep promote his unsold books everyday!

i think 61-62cen was became new bottom for parkson.

due to china business started to recover,i dont expect parkson fall back to 50 cen level going forward,its valuation already bottom out,P/BV of less than 0.3x is ridiculous for an retail giant like parkson,not sustainable at current low.

annual report should release by end of this month,AGM and quarter result will be on next month,expect some good news coming in.

interesting counter,

alibaba acquired Intime Retail for USD 2.6 billion early this year，both intime Retail and parkson retail(listed in HK,parkson hold 55% stake) was amongs top 5 retailers in mainland china，where intime retail was ranked no 3 with annual sales of 17.2 billion RMB，while parkson retail ranked no 4 with annual sales of 14.3billion RMB。

in term of outlet,intime retail operate 49 outlet while parkson operate 52 outlet in china.

so,if intime retail been valued at 2.6b USD(17.2b RMB)，how much does Parkson Retail really worth?

at as yesterday,parkson retail only valued at 3.5b RMB by the market,i think it is not justified.

of course revenue is fall since cocoa products prices was fall with cocoa bean,but Margin improve to 5% is even important,looking forward for RM2.00 by next 6 month.

fuiyo!jackpot stock!!!

http://www.sinchew.com.my/node/1667805/%E9%9C%80%E6%B1%82%E7%A8%B3%EF%BC%8E%E7%94%9F%E4%BA%A7%E9%99%8D%EF%BC%8E%E6%BA%90%E5%AE%97%E4%BB%8A%E5%B9%B4%E7%9B%88%E5%88%A9%E5%8F%AF%E8%BE%BE%E6%A0%87

august should be a good month for GCB.2nd quarter result coming soon.

not kidding one,if 5% net margin was achieved in subsequent quarters,definitely will break RM2.00 when apply PE of 10x.

nice closing,this one betul betul jackpot stock for 2nd half!!!

i think next month will announce interim dividend lo,guan chong always paid out good dividend during good time,i expect 2-3cen payout in 2nd quarter.

jackpot stock!!

http://asia.nikkei.com/Markets/Nikkei-Markets/Malaysia-Guan-Chong-Expects-Low-Input-Cost-Strong-Demand-To-Boost-2017-Earnings-Official

i think the estimation was quite conservative one,i actually expect higher Net Profit,which is between RM80m to RM85m,judging by very favorable market conditions.

extremely strong in cocoa grinding industry:supply is tight,demand is high,raw material is low.

looks like i had buy into right stock^^

http://www.agrimoney.com/news/barry-callebaut-flags-high-cocoa-grinding-margins-as-demand-revives--10873.html

very informative article,thanks for sharing.

should be doing well in 2nd q and extremely well in 3rd q onward.