Naphtha price shot up with Crude, while selling price remain suppressed. You can guess the bottom line by yourself.

Trade war and weak Ringgit would bring benefits to Pohuat. Similar result like Magni is highly possible,

Good potential, may be Black Horse for 2019

Profit mostly from Property, hence can't justified to trade at PE 15.

Malaysian already given first price to Trump by allowing Lynas to continue operation.

RI during challenging time probably not a good sign. PP during challenging time provide good opportunity for the owner to placed at much cheaper price. Consequently, you can guess for yourself what is going to happen next few days.

RI during challenging time probably not a good sign. PP during challenging time provide good opportunity for the owner to placed at much cheaper price. Consequently, you can guess for yourself what is going to happen next few days.

With this MOU. UACE would be partner cum major customer for JHM in the near future. Good news to add another major customer that would contribute positively.

Rotation play now. Selling MFlour to buy LayHong which have not move yet.

Hengyuan can be very interesting next 12 months

Share price could overtake Inari given some time.

Probably you can get at lower price by end February especially with Hengyuan

You are very sharp, Icon8888

Hi KW, Plaese to inform that Year 2018 JHM having 1 : 1 Bonus, hence the cost price need to be half.

Mr Tan KW,
My selection as below;

JHM -- 20%
KGB -- 20%
VS -- 15%
Scientex -- 15%
LayHong -- 10%
Hengyuan -- 10%
Lion Ind -- 10%

Thank You Mr Tan

Low risk and good entry level for medium term investor now.

大減價，RM0. 88, 機會不多

Semiconductor out look not so good. This would be good news for JHM, whereby passive component problem have resolved by itself. Prime bread and butter for JHM, Automotive sector is still growing.

Good price and good entry level at 1.05 now. 50% Potential upside within 7 months.

Arizona plant, BOPP Plant and Klang Hock plant would be the main growth driver from now onwards.

Good Q results. New height on sales and profit. Bullish.

KGB would get more UHP business from China. Benefited from USA China trade war.

Good Growth in Sales and Profit, Good TA and FA stock

Accumulate at current price level, RM0.83. May have good upside surprise within a year

Opportunity to accumulate at better price now at only RM0.735.

At current level RM1.98. Downside risk around 10% but upside opportunity around 40%.

Trade War between China and USA would benefit manufacturing sector in SEA. After this, both would try to produce outside of USA and China to avoid the tariff, hence good for SEA.

TM could have positive news in few days time, that would trigger Steel sector upwards soon.

Still good entry level at current level.

Surged with high volume traded. Positive news could be round the corner.

Downside risk is about 10% but upside opportunity at 50% at current price RM0.88.

Good job done FutureEyes Thank You

IMedic Business is the business that may explode and growth can be exponential once the ground work completed and confident is there. Profit margin would improve further with sales too.

38s is good price. It is about to break the Cup and Handle.

At current price RM0.68. Downside risk about 10% only but UPSIDE opportunity could be 100%. Time frame 6 to 9 months.

Good entry level at 6.7+ now.

Good article. Well done Icon8888

Buy at current price and hold it for a year. You would receive handsome reward.

Risk is low at current level

Regulatory requirement to comply to Euro 4 by October 2018, only 7 months away from now.
Scheduled shut down for upgrade / maintenance take 2 1/2 months.
The Q4 report mentioned delayed with the upgrading parts availability.
It is a big concern and we don't know how confident the plant would be upgraded successfully and in time by October.
What if the upgrading takes longer time require?
What if the commissioning not successful?
What if by October and the plant still can't produce products that comply to requirement. Zero sales??
Too many " IF " and all these associated with Risk.
Risk is very high compare to minimum opportunity.
Hence, be extra careful to buy at this price.

Regulatory requirement to comply to Euro 4 by October 2018, only 7 months away from now.
Scheduled shut down for upgrade / maintenance take 2 1/2 months.
The Q4 report mentioned delayed with the upgrading parts availability.
It is a big concern and we don't know how confident the plant would be upgraded successfully and in time by October.
What if the upgrading takes longer time require?
What if the commissioning not successful?
What if by October and the plant still can't produce products that comply to requirement. Zero sales??
Too many " IF " and all these associated with Risk.
Risk is very high compare to minimum opportunity.
Hence, be extra careful to buy at this price.

KW Tan, Thanks for update. Please rectify the error with JHM whereby share have splited. TQ

Take a look at CE. Can be very interesting.

It is about time for another drastic RUN now. Hold tight tight if you already invested. May be last chance to get this price now at RM15 range.

JHM
Theedge 5/2/2818

KUALA LUMPUR: Microelectronics components (MECs) maker JHM Consolidation Bhd, whose shares have jumped over 220% in the past 12 months, expects a slow first half this year as a global semiconductor material shortage — involving items like resistors and capacitors, components used heavily in the automotive sector — is resulting in the delay of their product shipments to customers.

But JHM executive chairman and managing director Datuk Tan King Seng expects the situation to be resolved going into the second half of the year (2H18). That will also be when the group expects to receive and execute new orders for mechanical parts that it has secured for its aerospace segment, which is anticipated to provide a boost to earnings.

Hence, it is confident about seeing a double-digit growth in both revenue and profit for the financial year ending Dec 31, 2018 (FY18), supported by its core automotive segment, with substantial contributions from its new aerospace segment.

“We believe we can see a double-digit growth in FY18 after achieving our own double-digit internal growth in FY17, despite being affected by the global material shortage that started in the third quarter of 2017,” he told The Edge Financial Daily last week.

JHM designs and develops MECs that are used in subsegments of the electronic component industry, and electronic devices like digital cameras, mobile phones, personal digital assistants and automobile lightings. In both the automotive and aerospace segments, it manufactures, among others, MECs for the production of high brightness light-emitting diodes (LEDs).

While its full FY17 results — it is targeting a 20% earnings growth — are yet to be released, they are set to look better than in FY16. In the nine months ended Sept 30, 2017 (9MFY17), the Penang-based group reported a 81% jump in net profit to RM23.36 million from RM12.92 million a year ago, while revenue grew 38% to RM190.13 million from RM138.05 million.

The higher revenue and profit were mainly due to favourable demand for automotive LED lighting that contributed 80% of its total revenue.

However, the effects of the worldwide supply shortage was felt in JHM’s 3QFY17, which was weaker on a quarter-on-quarter basis; 3QFY17’s net profit slid 4% to RM7.62 million from RM7.93 million in 2QFY17, while revenue retreated at about the same rate to RM60.97 million from RM63.82 million.

“Although we have orders to fulfil in the automotive segment, we are being hampered by the material shortage, including for passive components like resistors and capacitors, which are being bought up by big players. So, we have money to buy, but we are not able to do so. In any case, we expect the situation to recover in the second half of this year,” Tan said.

Nevertheless, the group expects its earnings target for FY17 to remain achievable.

A possible big, new client from Japan

Meanwhile, JHM has been designing and making sample LED lighting for new car models for its existing North American Free Trade Agreement customers, he said. He expects to firm up new contracts with them that will contribute to its earnings in 2H18.

“We are also aggressively working to penetrate the Japanese and European markets. In Japan, we have met with one of the biggest automotive light makers there, who is satisfied with our capability and set-up.

“We are now waiting for them to give us the request for [a] quote. In March, we will be allowed to bid for two projects. If our price is good for them, we will go for maximum production, meaning FY18 would end on a very good note,” he said.

Similarly, it is in the process of delivering sample shipments of mechanical parts for the aerospace sector to first- and second-tier suppliers of aircraft manufacturers in the US for quality inspection.

“We expect to go into production in 2H18 for two or three projects [we have secured] from this sector once the customers are satisfied with the samples. Still, the contribution will be minimal this year. It will only be substantial in FY19,” he added.

Last February, JHM’s wholly-owned unit Morrissey Assembly Solution Sdn Bhd was granted the British Standards Institution’s AS9100 certification for the manufacturing and assembling of electronic lighting modules for the aerospace sector.

The certificate enables it to diversify and broaden its market from the traditional automotive LED segment to aerospace or aircraft supply parts, where the profit margin is bigger.

Tan also updated that its RM48 million acquisition of Mace Instrumentation Sdn Bhd, a metal enclosure fabrication company, is a good vertical integration as JHM would be able to offer complete box-build manufacturing service, including testing and measurement.

“Mace has a good customer base, including multinational corporations. We intend to tap and expand our printed circuit board and assembly (PCBA) business. Since we are already in the PCBA business, Mace’s contribution will help stabilise our business, inste

CG would fly now

Q results out. Super at RM376 Millions profit or RM0.1664 EPS. You would have to chase and buy at much higher price now onwards.

You may take a closer look at CG. Good price at RM0.035 now. May have good chance to surge with good Q4 results.

FYI, Year 2017 the top 10 performer above only for those listed by KW Tan. For those that not listed performed much better. Inclusive all (listed and not listed), Top 10 performer are mostly from those not listed.

Q4 results could be rather good. Possibility to announce Dividend is high also. Both may happen in two weeks time.