AffinWang recommends Hevea as No 1 stock pick. The Head of Research said in today's morning "market outlook" session of Bursa Investors Education Program in Bursa Malaysia, KL which I attended.

Sure!

Keep it up. Altimate Superinvestor.

http://www.enanyang.my/news/20170817/%E7%BE%8E%E8%81%94%E5%82%A8%E6%9A%97%E7%A4%BA%E4%B8%8B%E6%9C%88%E5%AE%A3%E5%B8%83%E7%BC%A9%E8%A1%A8br-%E8%A6%81%E5%90%B8%E5%9B%9E19%E5%85%86%E7%8B%82%E5%8D%B0%E7%9A%84%E9%92%9E%E7%A5%A8/

http://www.enanyang.my/news/20170817/%E7%BE%8E%E8%81%94%E5%82%A8%E6%9A%97%E7%A4%BA%E4%B8%8B%E6%9C%88%E5%AE%A3%E5%B8%83%E7%BC%A9%E8%A1%A8br-%E8%A6%81%E5%90%B8%E5%9B%9E19%E5%85%86%E7%8B%82%E5%8D%B0%E7%9A%84%E9%92%9E%E7%A5%A8/

See, KYY was not satisfies with private placement.

在问答环节上，官先生首先表达他对JAKS今年的私下配售计划不满。当时市场的投资情绪高涨，为何集团还愿意以折价卖给第三者？管理层表示这批股权全卖给投资机构以及基金，主要利用5天市场平均价来计算出RM1.40的价格，再附上3%的折扣。

But then he wrote an article recently to support. ??????????

Yes. You all must buy more to support. just some of us will sell to jump ship. Understand?

KYY will be the top major shareholders starts tomorrow. No longer second major.

Uncle Koon sure tomorrow will buy more as its price will be very cheap. He will sell houses, sell cars and everything to "sialang". Sure gain one in few years time!

KYY will lose again after Xingquan.

But Bpuri management is not a good management. stingy also. Better avoid.

Good humour article. Keep it up. Tq.

Thumb up! Good try. Keep it up.

Exactly. Else he needs you to push up for him.

Calvin stock pick only better in beer market, not bull market.

Up?

http://www.klsescreener.com/v2/news/view/268333

http://www.klsescreener.com/v2/news/view/268333

Where is goldentriangle? Dead already?

I advise your all open personal account, not trustee account which dividend will go to investment bank account first before they distribute back to you with charges and GST! Personal/individual account get direct divident on time without any problem and charges. As an investors, you must be smart!

Where is goldentriangle? Dead already?

Specter sold most but left with some Hevea shares lah. Specter, be active here! Need your valuable comment.

Where is goldentriangle? Died already?

OMG, UP!

No body is God. But then don't gamble.

Japan has good self_defend weapons. Nothing to worry.

Take dividends.

Just don't be regret.

Buy as you wish. Sell as you wish. Do nothing as you wish too.

Otherwise just war. Don't need to wait. Wait means don't do.

They are actors. Talk pantai. Do cannot.

Dow Jones 21,858.32 +14.31 0.07%
Nasdaq 6,256.56 +39.68 0.64%

Dow Jones 21,858.32 +14.31 0.07%
Nasdaq 6,256.56 +39.68 0.64%

No show for NK and US. No worry.

https://www.washingtonpost.com/world/china-warns-north-korea-youre-on-your-own-if-you-go-after-the-us/2017/08/11/a01a4396-7e68-11e7-9026-4a0a64977c92_story.html?utm_term=.8a14c4f61f01

Dow Jones 21,858.32 +14.31 0.07%
Nasdaq 6,256.56 +39.68 0.64%

Dow Jones 21,858.32 +14.31 0.07%
Nasdaq 6,256.56 +39.68 0.64%

Dow Jones 21,858.32 +14.31 0.07%
Nasdaq 6,256.56 +39.68 0.64%

https://www.washingtonpost.com/world/china-warns-north-korea-youre-on-your-own-if-you-go-after-the-us/2017/08/11/a01a4396-7e68-11e7-9026-4a0a64977c92_story.html?utm_term=.8a14c4f61f01

https://www.washingtonpost.com/world/china-warns-north-korea-youre-on-your-own-if-you-go-after-the-us/2017/08/11/a01a4396-7e68-11e7-9026-4a0a64977c92_story.html?utm_term=.8a14c4f61f01

Anyhow, no show for US and NK. Don't worry.

If really market down, those (like me) that invested in stocks with dividends will just close eyes to receive our handson dividends (more than 3% that bank offer even market down) every year. Nothing to worry. But if you invest in no dividend stock, you have to worry.

Wait at RM1.

German Chancellor Angela Merkel on Friday called the escalating rhetoric “the wrong answer.” She pledged her country’s support for “any nonmilitary solutions,” telling reporters in Berlin, “I don’t see a military solution to this conflict.”

“China hopes that all relevant parties will be cautious in their words and actions, and do things that help to alleviate tensions and enhance mutual trust, rather than walk on the old pathway of taking turns in shows of strength, and upgrading the tensions,” he said.

See, Trump kept issuing warnings without attacking. US dares not bully any country with nuclear weapons. ONLY bully countries like Iraq, Iraq, Syria etc. that have no nuclear weapons.

WASHINGTON (Reuters) - U.S. President Donald Trump issued another warning to North Korea on Friday with a reference to American weapons as being "locked and loaded."

"Military solutions are now fully in place, locked and loaded, should North Korea act unwisely. Hopefully Kim Jong Un will find another path!"

At the end, no show for both US and NK.

1) Though economic data is optimistic, it is primarily driven by the weak MYR.

Malaysia External Trade Development Corporation’s data showed that the total export was RM451bil between Jan-Jun 2017, up c. 21% YoY. It is due in large part to the weak performance against major currencies. We believe the actual organic growth for export is around mid-single digit. Management also explained that the robust performance is due to stronger overseas demand and favourable FX environment.

2) Political tension results in favourable FX movements.

In line with the textbook world, current situation between the US and N Korea is expected to see money flowing back to US which will see a stronger USD in the near future. We do not foresee any material adverse change in US’s economic activities. However, it will affect market’s sentiment, and we have seen money flowing into bond funds (source: wealthmanagement.com). It may results in lower trading multiples.

Good job TQ JacksonYuen。
Positive Development On US Import Tax – Jay Corp Berhad (Q3 FY17)
Last Traded Price RM 1.43
Target Price RM 1.67 (from RM 1.43)
Est. Return 15.55%
Rating BUY (From Neutral)
Price to Earnings 8.6x
Price to Book 1.3x
1) Though economic data is optimistic, it is primarily driven by the weak MYR.

Malaysia External Trade Development Corporation’s data showed that the total export was RM451bil between Jan-Jun 2017, up c. 21% YoY. It is due in large part to the weak performance against major currencies. We believe the actual organic growth for export is around mid-single digit. Management also explained that the robust performance is due to stronger overseas demand and favourable FX environment. Many JayCorp’s segments have improved significantly with a couple segments started to generate profit from loss.

2) Political tension results in favourable FX movements.

In line with the textbook world, current situation between the US and N Korea is expected to see money flowing back to US which will see a stronger USD in the near future. We do not foresee any material adverse change in US’s economic activities. However, it will affect market’s sentiment, and we have seen money flowing into bond funds (source: wealthmanagement.com). It may results in lower trading multiples.


3) The most welcoming news is the US ditching the import tax.

Initially, we were concerned about the negative impact of import tax, but the Republican sees ‘many unknowns’ associated with it thus decided to abandon the plan. The decision that could potential raised over a trillion of tax revenue over a 10-year horizon. Very positive to many export-oriented counters. The attention is now on the friendly domestic tax rate to allow US companies to compete with foreign companies.

4) Revisit our relative valuation, upgrade to BUY rating.

We re-assessed our relative valuation and added Lii Hen to our sample. We believe that JayCorp is fairly valued at RM 1.65 which offers an upside potential of 15.55%. We are upgrading the rating from Neutral to BUY on the following considerations:

Reasonable trading multiples which reflect sizable discount to the industry peers
Stronger USD to support its export-related revenue (North America contributes almost 30% of income).
Healthy domestic demand as reflected by an increase in residential loan growth.
Though we believe there is a reasonable discount to the fair value, we do not exclude the possibility that the share performance may outweigh by temporary negative market sentiment and fund outflow from foreign institutions.