http://klse.i3investor.com/blogs/tradeview/97355.jsp

Latest update on SCC

I agree with you fully jeckcw. If only I spotted earlier like you! kudos to you

I have put Brite Tech in my watchlist. Danger is the operator inside the counter. Fundamentally seems legitimate. One more quarter to assess its consistency in delivering the results I am hoping for.

it is back up to 4.47 in tandem with USD MYR reversal

muscle very well, please dont read because clearly u know nothing bout investing. Empty vessel makes the most noise. I shall not dignify you with any response. But please dont read thank you.

Apollo, that is the problem with low liquidity counters. However, if you think the value is above its current available selling bid, you can collect. Especially if one is confident the counter is overvalued. IF not just have to wait for opp to collect on weakness. Good point moneySIFU. Rightly pointed out! The underlying value of a counter is not dependent solely on NTA as some companies are asset light businesses. SCC is in the business of animal feed. Hence, NTA definitely lower. However, do look at the ROE / DY to determine. Additionally the growth story makes this a value gem.

haha good eyes moneysifu, probably a typo? However other figures seems correct

Muscle i suggest u stop commenting without substance. Please refer to my records if required. The april record is open for publish. i4 investor. NTA is one of the metric. Look at net cash portion thank you. NTA is only one of the many metrics for valuation. DY / ROE / PE CAGR are among the other metrics to see if it is cheap or expensive

My latest 10th value pick for 2016 - SCC

http://klse.i3investor.com/blogs/tradeview/96272.jsp

most have moved upwards such as Hevea, Evergreen, Fl bhd etc. SHH is one of the laggards in these thematic trade. For those who believe tt USD has bottomed out and will continue to maintain its current strength against MYR, SHH is a potential. After all, with DY, its current price is attractive.

PS: At your own risk. This is not a recommendation of buy or sell.

well written article. I concur with the analysis

Rosmah, I agree with you tt muscle is a nuisance. Thanks for pointing it out

thank you paperplane. Have to be conservative as worry about the market volatility hence no new calls yet. Thank you.

Muscle, there is no need justify to you as clearly you have no substance. I shall not dignify you with an appropriate response. Thanks.

Finally moving and hit RM6.05. Let's see can march to my TP

Finally moving and hit RM6.05. Let's see can march to my TP

Finally it is moving upwards

http://klse.i3investor.com/blogs/tradeview/93675.jsp

I like Icon write up on comcorp and its valuation based on the latest set of results. Good one!

chl1989, I like SHH. Always have. but the volume is very low. Fundamentally, i think it is sound. There was a very good write up on SHH before this by a fellow writer, cant remember the name.

you can check the dates posted as well in terms of comments and articles dates. My followers and subscribers who followed my calls knows this too. Thanks.

http://klse.i3investor.com/blogs/tradeview/

http://klse.i3investor.com/blogs/tradeview/88898.jsp

http://klse.i3investor.com/blogs/tradeview/88889.jsp

This is my first round of analysis on UPA. Bought it from less than RM2 last year. If you are keen on first hand analysis, you can consider joining my private subscriber group. Thanks.

http://klse.i3investor.com/blogs/tradeview/91957.jsp

You are most welcome. Just sharing my humble view. Thanks for the support. Anyhow, CCB is gap up today with more upwards movement in sight. Most likely due to the upcoming QR.

CCB is moving up. Have informed to collect on weakness earlier. It looks to be breaking RM3.60 in anticipation of the upcoming QR.

TeoSeng article in the pipeline. Muscle and M.Fahmi, respect your right to your opinion, however would be great if you can dissect and back up your comments with analysis of the numbers / figures. That way your comments would have more merits. All the counters highlighted under tradeview is an expression of opinion backed by solid research on the fundamental figures updated quarterly while tracking the company performance. Of the above, all have been consistently delivering consistent profit and growth for at least 8 quarters with two of them being turnaround companies. In addition, the companies above are listed for the sole purpose of running a business. Not for speculative reasons. Additionally, they are either backed by dividend issuance or mulling dividend policy. This will help weather the volatility in the market through bad times in the market. I remembered you all were beneficiaries of my calls for Gadang and FFHB as well. So we can have an intellectual discourse here if you have alternative suggestions. Do remember to add in numbers for discussion to lend merit to your arguments. Thanks.

FL Bhd is fundamentally sound, Strengthening of MYR of course will definitely impact the company's profit margin. But FOREX fluctuates daily. If Forex related counters is able to have sustained revenue due to increase in sales volume and not solely forex translation gain, even if MYR strengthens, the counter will still do well. In additiona, FL Bhd has a dividend yield above 5%. To me, this is once again a solid counter

winston1, you are not entirely accurate. Although July has been dividend issuance month in the past, however CCB had issue dividend in February and July both. Based on the record performance, CCB is the counter I am continuing to accumulate on weakness. I foresee mid Feb results will be good and there is a very high chance dividend will be declared.

Latest post for your reading pleasure.

http://klse.i3investor.com/blogs/tradeview/90466.jsp

Magni is still trading at very attractive valuation. It seems that people are all very afraid of export related stocks and the recent rally in MYR hence people are dumping export stocks. I am of the view good counters like magni which has increase in revenue and not only profit margin derive from forex translation will continue to do well. Do not forget this year is olympic 2016.

Recent article for your reading pleasure

http://klse.i3investor.com/blogs/tradeview/90466.jsp

for your reading pleasure

http://klse.i3investor.com/blogs/tradeview/90466.jsp

Well done Perstima. Maintain buy. No brainer

As I mentioned earlier, the TP was RM1.20. It hit my first TP. I locked in partial profit. I still have some holdings. But I will not add until I see the next QR to determine if they meet the forecasted performance.

The unrealised losses may likely be due the imported raw materials used for the product. I cant find your 5m exact figure however I have minimal concern as so long as there is sustainable increase in the net gain on forex far exceeding the import cost, Magni is poise to continue its movement upwards.

x3mg33, I totally agree with you on special dividend. However, the company is steady and conservative that is why it manage to provide sustainable growth over time. I actually feel if there are able to split their annual dividend into two tranches, it would also attract investors.

UPA collection looks steady. Despite the volatile market, FFHB still able to preserve their price. It would seem likely that the upcoming results and dividend is strong. I maintain collect on weakness with TP of RM2.77

Side note. Those interested in HK market, my latest article on the Hang Seng index.

http://klse.i3investor.com/blogs/tradeview/90224.jsp

If you are worried about the prospect of FFHB, can always wait and see. It is below 21 days SMA and moving towards RSI 50. Wait and see for now is fine. However, if you take long term view, entering now can easily still give you 20% upside based on my TP of RM1.20. Your call.

Side note. Those interested in HK market, my latest article on the Hang Seng index.

http://klse.i3investor.com/blogs/tradeview/90224.jsp

This is a good price now for Magni.

Side note. Those interested in HK market.

http://klse.i3investor.com/blogs/tradeview/90224.jsp

Gadang results v good. At eps of 17 sens for 2q, if gadang can maintain same performance for next 2q, they share price should be worth at least rm2.70 based on multiple of 8x which is very conservative and taking into account of weak market sentiments. May look to do an update article on Gadang.

For those interested in HK market for now

http://klse.i3investor.com/blogs/tradeview/90224.jsp

For this interested in HK market.

http://klse.i3investor.com/blogs/tradeview/90224.jsp

Latest post on Hang Seng Index and the HK-USD Peg.

http://klse.i3investor.com/blogs/tradeview/90224.jsp

Perstima results will be released next week. I anticipate a good set of results. If it maintains, there is potential opp for rerating as it would represents 4 consecutive QoQ of exceed quarterly results.

michaelwong is not wrong in saying market forces is powerful. If you foresee the market is crashing in 2016, i will recommend you to stay out. But if you do not foresee market crashing in 2016, why not buy on weakness? Why only buy when market is good? I know I am sounding like an old recording tape, but isnt that a wrong way of investing? Most people buy things in the supermarket when there is a discount right? And if it is very cheap maybe buy more and stock up right? So how is it any different in current case? The market has been falling for the past 3 weeks. Global market since the opening has drop close to 20% some even more. The question you have to ask yourself is downside vs upside. Not market bad stay out. Market good jump in. That is a mistake in investing.

the price is getting very attractive

Noted with thanks Leelc99. No worries. It is all genuinely to share for the benefit of fellow forumers. Thanks

For CCB maintain conviction

http://klse.i3investor.com/blogs/tradeview/90147.jsp

Agree with Rosmah Mansur.

http://klse.i3investor.com/blogs/tradeview/90147.jsp

CCB fall in share price has no effect on its fundamental. It is merely the market being irrational in reaction to the global market. Sooner or later an equilibrium of value will be achieved.

On a side not, latest post on Perstima. TP RM7.65

http://klse.i3investor.com/blogs/tradeview/89988.jsp