https://www.chinapress.com.my/20240401/%e6%b1%b6%e8%8e%b1%e5%85%ac%e5%8f%b8%e6%8b%9f%e6%8e%a8%e8%b7%a8%e5%a9%86%e7%bd%97%e6%b4%b2%e9%93%81%e8%b7%af-%e6%b2%99%e7%a0%82%e9%a2%86%e8%a2%96%e7%a7%b0%e4%b8%8d%e7%9f%a5%e6%83%85/

good news for ASIAPAC?

bought a few at 1.74 after watching this review video

https://www.youtube.com/watch?v=NmZhpEBSmHE

sold a few more at 0.48 to lock profit, still got a few left

realtively cheaper than TOMEI considering latest QR POHKONG did better

fundamental is everything, just need more patience

bought a few at RM0.925

@fruitcake you not already holding some?

sell together with asset IMAGO MALL at such undervalued price? debt is high but IMAGO value is almost twice as high

https://www.facebook.com/photo/?fbid=804561151530849&set=pcb.804561341530830

food expo at Sabah tml

https://www.facebook.com/watch/?v=2588795581299249&aggr_v_ids[0]=2588795581299249&notif_id=1709798441487911&notif_t=watch_follower_video&ref=notif

maybe someone intentionally spoil the vwap figures

0.100 and 0.105 is RM500 different already for each 1k lot

don't understand today 1k 1k seller at 0.100, so less lot queuing at sell 0.105, and already got buyer buy 10k+ lot just previously. a bit patience queue and wait a while there la if you want to sell. why so urgent terus throw away at 0.100. face palm

@wallstreetrookieNEW

sunset industry? please explain.
PPHB, MUDA, MASTER also did well this QR.
requirement for paper boxes will be there as long as people still do trading as most products need packaging
especially now time of online businesses. more paper boxes are needed

top up a few at 0.765

let's see how things unfold. I definitely liked SURIA's business (provided it still proven to be profitable in the future), now just following tight (one of my main watch list), while opportunity to reenter still haven't emerged for me

next QR many uncertainty we don't know what going on inside, but from what can see is a few resignations after this QR announced. audit issue? I don't know also. just play by what info we get now. @snowball2000 seems to have much clearer insights

@Believe3222 where I got say next QR tak bagus? I talking about current QR a

tadi 2k support block at RM1.88 also broken just like that. next huge support block still unseen. but this buyer got habit to push price without putting block at buy queue la from history. he will just buy up from the sell queue merely to push the price up regardless of his profit / loss. it is more like for the sake of push price only instead of collect some cheap stakes while also pushing up the price

but of course la without this QR price really hardly fall because of that 1 single push force. but now that force support so hard for the sake of support only now. never catch falling knife you don't know how much low it can go. see RAPID

@Believe3222 my TP now lower than RM1.50. if not this QR (fundamental still good) offer me RM1.50 I boleh accept la. but after this QR even RM1.0 I need to consider deep, even if buy also just a few, not like my previous profit run kind of capital investment

@tonywong8 still a failling knife without up rise reasons / catalyst imo

not going to reenter this counter anytime soon. only consider *if* company chaos settled down and able to generate sustainable and consistent profits again, and also "if* price is discounted enough that time

more resignations

hopefully got chance to reenter after this QR

by the way
why NTA suddenly become 3.15 from 3.48? the losses is only 0.058 right? there are no bonus issue or share split recently. why NTA suddenly diluted that much? can it be due to too many esos?

or is it due to amortization mentioned in the QR. I did notice change in non current aseets. but isn't that amortization loss already included in this QR and only cost - RM0.058. if no, the amortization is huge costing loss of RM0.33. if so then that should be reported as -33 EPS instead of merely -0.58 EPS calculated in the QR

topped up a little more at RM1.00. enough for today. time to wait

over the years, NTA building up, total liabilities going down. just calculated it's net current asset worth RM1.05 per share (including inventories), which totally discounted any value of it's non current assets (Property, plant and equipment)

while the company being not profitable over the years (although still making more profits than losses), price has gone downtrend throughout the course to current low level.

this last QR showed sign of company start being profitable, although not promised to be sustainable yet (wait until future QRs unfold). current price offers a very good bargain entry point comparing to it's NTA of RM2.66

luckily still managed to switch with little costs

compare both QRs, 1 you can feel positivity especially on prospect and what they will do to improves while they already did well at bottomed container freight rate. another one blame freight rate uncertainty despite baltic index is better during that time and prospect being uncertain and playing defensive. face palm. mistake that I think QR here better due to better baltic index

@indeed already bought a few stakes of HARBOUR yesterday after their QR, will see if still can top up a few at lower price. SYGROUP has been uptrend for almost a year from price 0.500, the uptrent is supported by a few improve QR, but I think this QR is sign of the end of good QR and downtrend may (or may not) begin from here onwards

sold half at open price of RM0.625, queue other half at RM6.30, after realising situation gone wrong, parked the rest at 0.620, luckily managed to sold the rest before price hit 0.610

why sell all? disappointing QR < enough said

reentered this counter at price between RM1.01 - RM1.02. good QR, good fundamental, low liabilities. and most importantly price is at low level after many years

anyone know can kindly explain to me about the tax? because it seems like not all QR are affected by the tax. is it calculated once per year and only fall upon 1 of the 4 QRs per year?

again, tax erased profit for this QR. but profit before tax is slightly improved. mall operation improved. car park operation improved. management need to do something about the total liabilities, find a way to unlock the true value of IMAGO mall.

this QR is before car park price revised from RM3 to RM5. while the mall still is crowded after price revision. Sabah people has no other place to go as other shopping malls also revised their car park to higher rate while IMAGO MALL is still the most luxurious mall in Sabah. Keen to look for the next QR to unfold while waiting for good announcement from management

@TiffanixLVxHermes please check your inbox ya, thanks

nasib didn't entered a lot here. actually pok rally then dump also with a few profit after open at 1.00. mana tahu 5k block right after open. definitely didn't know the nature of the counter that time. first time here and probably never revisit again

sold all today at price between 0.935 to 0.940. big mistake get trapped here by the QR. didn't have much time tu study more about this company before reacting to QR that released on afternoon.

decided to cut loss right after reading yesterday announcement about purchasing land and don't know what company. fundamental of this company will be change and net cash will reduce. no time to play such thing with the boss. mis gauged to price to be low also overlooked by the fact that it has been stagnant for quite a while going through multiple good QR. but revising again price can be made cheaper if boss actually want to privatize the company. probably won't be at this price also.

tldr. admit mistake cut loss. better opportunity else where

by the way this is one of few counters I consider to hold above NTA

Prosperity168

Compare to Dialog which has PE of 24.13 & EPS of 9.53, Dayang is much much cheaper with PE 11.79 & EPS 18.91 than
Dialog. Base on Dialog PE 24.13x EPS 18.91, share will worth RM4.56.

@Prosperity168 would you mind to compare with PENERGY as well?

buy back very few at 1.25. sad to miss out the rally after QR release. people seems start to realise now price gap between DAYANG & PENERGY need to close up eventually as they are sharing almost same fundamental (price gap is still almost double now). with much more better DY here at PENERGY

@Superich agreed. this counter actually doing quite well despite bad market today (index -10 as of now). hoping to catch some more cheap stocks but ended topping up a few more at slightly more expensive price of 1.23. glad I made the right call this morning catching a few RM1.21 from who throw due to this QR. not going to holland as @fruitcake suggested, if no sure can buy more cheap stakes.

back to fundamental, like @Superich said with the QR, what I want to add on and remind you all that this QR is during low freight rate september to december 2023 ya. imagine what the next QR for freight rate december to march can be. while red sea crisis also still ongoing while truce of Hamas & Israel still not happening

since the fear of bad QR is gone now. feel safe to reenter this time for maybe higher TP if situation allowed

LHI also receive subsidy ma, they do bad is their problem, at least here LAYHONG did well with subsidy

what also i just keep a few stacks la at here. still need to see future QR unfolds. I have more expectation on it's food manufacturing rather than poultry / egg business alone

sold all cut loss at RM1 after a week reentering this counter, cement sectors are not uptrending despite good result. didn't liked the uncertainty with phosphate sector, decided to revamp my holdings instead. will reenter again given better opportunity like @furionstormrage do

sold a few at 0.445 to lock profit, still got some left

bought back a few at 1.21 open price, QR up to my expectation actually, but need to be cautious a bit at this point before purchasing more stacks

another good QR

can catch up with NHFATT's price with 2 better most recents QR and better total dividend per share?

huhu QR

@fruitcake still holding?

another good QR with improved DY, uptrend should resume

sell some keep some, sentiment not very good already, need keep some cash to top up if can price drop to lower price level