Value Meal: TQ. I used "Paint" to merge them. :)

Hi Tan,let me join the game:
http://klse.i3investor.com/servlets/pfs/41883.jsp

大马的末日博士 :)

pushparaj: kindly see the translation as requested.

RHB - TP = RM5.75 (RM11.50 before bonus!)---------- We applaud Press Metal’s plan to double its Samalaju plant’s capacity, which would lift total smelting capacity to 760,000 tpa (~1.5% of global primary aluminium consumption). Maintain BUY, with a higher TP of MYR5.75 (68.1% upside) – at a 10% discount from our fully-diluted DCF valuation. We also lift FY16F earnings by 27.7% as the new plant will most probably replicate its low-cost model, which is in the first quartile of the global cost curve. http://klse.i3investor.com/blogs/rhb/64449.jsp

http://announcements.bursamalaysia.com/EDMS/edmsweb.nsf/all/C1F6A17334C0967B48257D95001E03FC/$File/PMetal%20-%20Press%20Release%20%28191114%29%20clean.pdf

同感。

cheongcy: 谢谢你的意见。我觉得无论現金流，净盈利或股息成长率，只要搜选到的股只能带来合理回酬就皆大欢喜了。 ：P

The bonus shares normally would only be credited into cds after 8am tomorrow.

jeckcw: ok, 谢谢你。

Jeckcw:谢谢分享。你所提的较倾向financial accounting,文中的table 1也有列出。我是门外汉,简快的就是像我说的看Net increase in cash and cash equivalents。请问如何评估 aeoncr,allianz pbb and digi?

晚安。

bsngpg: 谢谢, 一起加油,投资愉快! :)

bsnpg: 別客气。

apini: no worries, I'm ok & thanks for your comment.

jeckcw: 都说不同的个人，公司甚至金融网站各有不同营运现金流（OCF）与自由现金流（FCF）的定义和算法.
那你来分享些所谓同一 formula 的 OCF & FCF, 让我们懂懂一下, 还有如何用于股票或公司评估,好吗 ? 谢谢。

bsngpg: 你可参考:
1. http://3.bp.blogspot.com/-W9jxeUtnxoc/VFaRhjXLmgI/AAAAAAAAAck/JiktKZzy5S4/s1600/资汇%2B-%2BThe%2BBusy%2BWeekly%2B-%2B1%2B11月%2B2014%2B-%2BPage%2B%238%2Bfullpage.jpg
大马盈利预测最佳公司
2. http://www.malaysiastock.biz/Report-Analysis/Continuously-Improvement-EPS-KLSE-Stock.aspx
3. Reuters.com 个股 financial section 里的 1 至 5 年的 revenue,eps & dividend growth summary.

apini: Sorry for making you confused. Me too.
It's not easy to understand the concept of OCF & FCF,moreover I am not in the accountancy or finance field. Furthermore it seems quite difficult in comparing different stocks eg financial stocks like Allianz, Aeoncr & Public bank by using OCF & FCF?
That' why I mentioned at the end of the article I start to prefer to use EPS & DPS growth (>10%-15% in 3-5 years) in the initial step of evaluation of a stock.

Don't worry, look at this :
The all-aluminium Jaguar F-Type Coupe launched, from RM899,888 to RM1,158,888...
http://www.therakyatpost.com/motoring/2014/10/29/aluminium-jaguar-f-type-coupe-launched-rm899888-rm1158888/
:)

ok,tq.

KClow BUY HUMEIND.... HLIND plus HUMEIND going to rm12 to rm 15 soon...
KClow: Any news on HUMEIND & HLIND?

FYI, the comment abstracted from PublicInvest Research Company Initiation report.

http://www.bangkokpost.com/most-recent/431752/cambodians-oppose-don-sahong-dam-in-laos

Risks

Foreign currency risk.
About 62% of the group‟s sales are derived from overseas contributions. Given the major revenue contribution from China‟s power business, appreciation in the ringgit against the Chinese Renminbi will result in lower sales for the group as majority of the company‟s export transactions are carried out in the latter currency. According to the 2013 annual report, every 5% change in Chinese Renminbi, the group‟s core earnings will be affected by nearly 3.3%. We assume an exchange rate of RM0.53/Chinese Renminbi for our FY14 and
FY15 forecasts.

Concern on hydropower project.
The failure of executing the RM1.5bn mega project or a delay in the project due to the pressure from various non-governmental organizations might incur cost overrun to the company and also loss of income. To-date, the company has put in a total of RM50m for the construction of infrastructure. Management estimates that the project is expected to be completed by 2019. In the worst-case scenario, the company will need to write off that RM50m or about RM0.22/share if the project is unable to take off. In addition, the company might consider fund raising exercise via rights issue and/or borrowings to fund the mega project, which could potentially hit the earnings base and/or dilute the EPS in the near term, though largely mitigated by earnings contributions from this mega-project over the longer term.

Expiry of concessions.
Its power purchase agreement (PPA) for its 60%-owned Shaoxing Mega Heat & Power Co in China and 51%-owned Serudong Power S/B in Sabah will expire by 2022 and 2017 respectively.
Power business currently accounts for 74% and 70% of Group‟s revenue and earnings. It will adversely affect the company‟s earnings if they fail to renew both concessions.

abcd: where did you get the news of bonus entitlement?

hengeh: tq

hengeh, what make you holding this stock such a long period since 2007?

Not even a month the return dropped from 200 % to 11.4 %?

Good advice!

ok,thanks.

Tan KW, any recommended good stocks for bottom-fishing?

Totally agree!

The founder or major shareholders of solid fundamental companies would not sell their shares too.

Scientex has been climbing up consecutively for 13 trading days, it should sit back and rest for a while... :)

SCIENTEX BERHAD


- REQUEST FOR SUSPENSION


We wish to announce that Bursa Malaysia Securities Berhad ("Bursa Securities") had approved Scientex's request for a suspension of trading of the Company's securities on the Main Market of Bursa Securities from 9.00 a.m. on Wednesday, 24 September 2014 pending release of a material announcement and holding of a press conference before the close of trading on 24 September 2014.

The request for suspension is made under paragraph 3.1(b) of Practice Note 2 on Request for Suspension of the Main Market Listing Requirements of Bursa Securities.

This announcement is dated 23 September 2014.

Kossan - Ready to reap its rewards TP = RM5.85

...Capacity expansion pipeline
Encouraged by the strong demand of its products (eg. 3g nitrile glove), the group is looking to begin construction of two new glove plants (currently earmarked for nitrile variants) at its 9.3 acre land in Kapar, Klang by year end.

The new capacity is targeted to contribute positively to its earnings from FY16F onwards.

Kossan has another 56 acres of land in Batang Berjuntai – purchased back in February 2013 – where it plans to progressively build another 6 - 8 glove plants
...

the uptrend will be un'press'able ? :)

Ambank -
BAuto is deeply undervalued at just 10x CY15F earnings (well below sector CY15F PE of 12x) despite strong earnings outperformance, net cash position (RM195mil) and a 23% 3 - yr
EPS CAGR.

Key near - term catalysts:
(1) Potential M&A to expand manufacturing presence,
(2) Inokom capacity expansion,
(3) Mazda 3 CKD in Feb 2015

360Capitalist: wow... RM18.30

http://www.thestar.com.my/Business/Business-News/2014/08/01/Yinson-upbeat-on-FPSO-market-10-to-12-new-orders-seen-annually-for-the-next-five-years/

http://www.aukevisser.nl/supertankers/part-4/id701.htm

Commodity Prices Forecast 2013-2018 http://knoema.com/wxgcxde/commodity-prices-forecast-2013-2018-charts-and-tables#Aluminium%20%28US%24%2Ftonne%29