Selamat Hari Raya to all and hope all of you have a good Hari Raya
IGB REIT is a fundamental stock which pays good dividends and its dividend rate is higher than bank deposit rates. By 2014 IGB REIT will pay higher dividends compared to 2013.Moreover IGB REIT will have a certain amount of capital appreciation as well unlike bank deposits.

Has MHB fundamentals improved significantly since its last reported results? Unless MHB shows significant improvement in its operating results, I really do doubt that its share price will go up any further.

MBSB somehow has been and will be under-appreciated by the market except the enlightened few. MBSB will surprise on the upside as I see tremendous growth in its business within the next 2 years and after 2 years i.e by 2015 MBSB will be amongst the highest paying dividend stocks in BURSA.

In any and every uncertainty, there is abundant opportunities for those who see the opportunities and Puncak WB offers tremendous opportunities to those who are willing to invest in Puncak WB as there are two major game changers coming soon that will reward investors in Puncak WB tremendously...Just be focussed, hang onto Puncak WB shares and wait for the game changing events to happen and then ride the game changing events...

Instacom has solid fundamentals, is currently under appreciated by the market and fortunately for some enlightened investors, most i3 investors are also not aware of Instacom solid fundamentals...

Good stocks with solid fundamentals will not depreciate in value...Stocks that lack fundamentals will depreciate tremendously. Catching pennies is akin to catching a falling knife. Just invest on stocks with solid fundamentals and u need not worry..

The current impasse between SSG and the FED government must be resolved speedily as further economic growth in Selangor /FT is dependent on new sources of water and ready availability of water. If the current impasse continue ,which I do really doubt, both the SSG and the FED government will lose out. Nobody will gain by prolonging the fight. Both will lose and the RAKYAT will decide on who to vote at the next GE.

PUNCAK is a proxy fight between Pakatan and UMNO and both are out to score political points with the Rakyat but the Rakyat are not fools and not beholden to anyone of them. Both have to serve the Rakyat and both will eventually settle for the Rakyat benefit.

The key issue and concern here is where to get new sources of water and how fast can this be supplied? No investors will want to invest in Selangor/FT with no water availability. Therefore the current impasse must be solved through give and take from both sides and both UMNO and Pakatan will look good in the eyes of the Rakyat.

My take is "Hold on to your PUNCAK shares till the final resolution of this impasse"

qqq668,
AS long as MHB fundamentals keep on improving(increasing EBIT , increasing EPS, new order intakes, frame agreements with major OEMs to reduce cost, increasing technical competency in fabrication that empowers MHB to be a high end niche fabricator for difficult jobs which means higher contribution margin to bottom line ) I will hold onto MHB stock and just ride the UPTREND.

The moment the fundamentals deteriorate, I will cut out of MHB. Fundamentals that I attach extreme importance to is Gross Margin, EBIT, EPS, Cashflow management, Quantum, Quality and Value of Order Intakes- Is it high end or low end).

MHB chart looks good and is on uptrend since hitting all time low of 3.17 on 30 June 2013.

Just ride the UPTREND as long as MHB uptrend is still intact.

I detect similar chart characteristic in MAS as well although MAS hit all time low on 29 June 2013(a day earlier than MHB)but MHB had already broken out while MAS is still squeezing at upper BB.

MAS is squeezing at the upper half of the BB for the past 4 trading days. Volume over the past 6 trading days is very low compared to the past 7th to 31st trading days . The closing prices over the past 10 trading days is higher than all time low of 29.5 cents and this was accompanied by low trading volumes indicating that selling pressure had been exhausted at 31.5 cents level

My Take: MAS will break out on the UPSIDE from 31.5 cents level

MAS is moving in the right direction to turnaround its business performance and the upcoming Q3 2013 results will be an important indicator to watch.

In every obstacle, there will be opportunity to those who are strategic minded endowed with business strategic vision.

Puncak will be cash rich once the deal with SSG goes through. When one has cash, why worry incessantly??? Opportunity awaits and seek those with CASH. Those with strategic business mindsets will be winners especially those who with CASH.

For every obstacle whatever form it morphs into, there awaits opportunity for the creative business mindset.

ipomember,
Agree 100% with your analysis and conclusion that MBSB fundamentals are intact despite the current ongoing correction

Hng33,
How did you arrive at EPS= 60sen, PE 4.5x; NTA RM 4.00, DY: 2% nett, free warrant 1:10 (intrinsic value 16-20sen/share.

Has the above value on EPS, NTA netted off all the outstanding debts based on the last offer price to Puncak n Syabas from SSG? Is it based on consolidated basis or deconsolidated basis by Puncak itself?

TQ.

The Meteorolgical Department has predicted that the current hot spell is going to last until the final quarter of the year

Read more: http://www.theborneopost.com/2013/06/20/many-parts-of-malaysia-experiencing-dry-and-hot-spell/#ixzz2YApJmsk5

Muarmali,
No problem, we can have the tarik anytime

MAS price movement characteristic is slow continual upward bias movement as MAS issued share capital is 16.7 Billion shares(huge amount relative to other stocks) and MAS management need time to deliver continual positive performance.

Frequent IN & OUT only increase transaction cost and eats into margins...earn small money and stockbroker earns good money.

Just wait for MAS to go higher and higher slowly on continual basis and cash out when there is better margins . If go in now at this price level, downside is limited but upside is more lah

Time to coast along...enjoy the steady ride, visit other stocks if you wish to, brace for minor turbulence once in a while and let improving fundamentals over time take MAS flight to higher levels on a CONTINUAL basis

PUNCAK on TURBO BOOST NOW! ENJOY THE RIDE...HOLD ON...ITS GOING MUCH HIGHER!!

PUNCAK share price entered BULLISH mode when it crossed the 200 day on 20/2/2013 and stayed BULLISH since then. It is now trending above 50 day MA, 100 day MA and way above 200 day MA and that is considered very bullish and latest indication is upward bullish trend is still intact.

When majority view that Gap Up will be closed...it is highly probable and likely that this will not happen as market had already factored in certainty of GE results.

Latest feedbacks from the market are MAS is being perceived to be now much more customer focused and customer driven than before unlike in the past. It is a good start.. transformation is taking root but takes time to anchor roots....How fast? well... The ball is in MAS court right now..it is up to MAS to prove by performance results.

Of course other KPIs are important such as fuel hedging strategy which minimize cost, Pro-active HR management skills that contributes to increased worker productivity, cost management and cost control, market savvy business skills, empowered and passionate workforce, customer pays our salary mindset, building, nurturing and managing effectively global and Local networks and allies in the aviation industry, passenger yield which MAS are doing their utmost at the moment, positive and increasing cash flow generation, gross margins, positive and increasing profit, Growing EPS, lowest labour cost relative to other airlines etc ...etc

Time will measure MAS on these important and critical KPIs but things are definitely stirring and changing in MAS and MAS cannot do much worse than what it did before..

Occasionally the MAS flight may hit turbulence now and then but nevertheless all on board will be able to snooze at ease...and given time MAS will FLY higher and surprise on the upside.....

MAS can't get any worse than what it had been through over the past 2.5 years lah. Now price is at bottom or near bottom. Downside limited but upside much more. Things are happening inside MAS...Goodies are slowly but surely oozing out ...

I will wait to earn much more than 1.5 cents lah.. Let us have confidence and give MAS New Director n Management Team work together to deliver more goodies for MAS and shareholders lah.

Can wait..no need to be jittery..Be cool and just relax lah as MAS flight is now cruising at 31 cents level with minor turbulence lah..Can go much higher as this is new aircraft with new engine, can better withstand turbulence and most important it can FLY higher altitude lah

Syed,
MAS just going through turbulence but I am just relaxing.. no worries as MAS flight just took off...

Muarmali,
U getting jittery now? MAS is just going through turbulence...and is coasting at 20 day MA

MAS is just going through turbulence...and is coasting at 20 day MA.

FED has said that they will consider tapering if US economic indicators warrants tapering ..probably in Q2 2014.

Intense Profit taking was well absorbed

Well good well managed fundamental stocks will weather any downturn much better relative to other less fundamental stocks. In a downturn the fundamental stocks still go down but there wont be much sellers. Waiting for the next crash is a real test of patience and perseverance and one may possibly miss out on opportunities along the way big time.

I think there are two major events to really monitor within the next 6 months horizon:
No1: Actual Timing of FED tapering as this will increase interest rate worldwide
No 2: What is the outcome of the German elections this fall? Euroland had been on an austerity binge for a while mainly due to Angela Merkel's domestic political agenda to gain re-election. There is more than 50% chance that she will be re-elected.

What next? Well the ECB will be further restructured to have more powers and my take is once Ms Merkel has won power, Germany will go for pro-growth policies for Europe as a whole and that means a reversal of pro-austerity economic policies as there are tremendous social pressures against it.

This will help Euro equities but optimism in global equities will be tempered by uncertainty over probable timing of FED easing. When FED finally tapers, interest rate will shoots up and Equities will probably have a significant correction.

When? No one knows exactly but one can impute a time horizon of within next 9 to 12 months from now. So in the meantime, what do you want to do?

Good luck to you ipomember in your investments.

Any stocks with negative earnings like MAS at this moment is for short term trade only.

Once positive earnings comes in and it depends on the quantum of eps then one can revisit ones view whether to go for long term or not and that depends on one's own perception of what attributes or critical KPIs that MAS must achieve. I will look into increasing passenger yield, its effective cost control especially on fuel costs, its marketing strategy, its corporate culture, its market savvy business skills, quantum of profits, increasing or decreasing or negative cashflow generation from operations.

MAS is operating in a very open competitive business environment which is very fluidic/challenging and its business model has to be at least on par with if not better than the major profitable airlines such as SIA. At the moment MAS could possibly be heading there now but it has not been reflected in earnings as yet.

Just go to BURSA website and MAS website to check on latest development on MAS and one can deduce that changes are happening but it a bit early to assess the impact of the positive changes on MAS now.

MAS could possibly be a fantastic turnaround stock or maybe not. It depend on a lot of factors and it takes time to form a definitive conclusion. In conclusion MAS is at best a short term play within next 6 months unless results are so compelling to necessitate a change of investment horizon

ashrizal1, Maybe if MAS launches its media/PR campaign soon....when that happens MAS price will be turbo boosted UP.

Yes agree with you on good management, monopoly and sound strategies.

Hi ipomember,
MAS is at best now a trade as MAS has No Earnings at the moment. With Earnings one can impute a TP.

MAS price hit a HIGH of RM 2.03 on 4/10/2010 .MAS price hit a bottom of 29.5 cents on 25/6 and 26/6 and since then its price have come off the bottom. MAS price had been on continuous downtrend since 4/10/2010 and it hit a low on 26/6/2013. Downtrend had persisted for about 2 years 9 months

At 31.5 cents now MAS is above the 20 day MA of 31 cents. The 50 day MA is at 34.5 cents, 100 day MA is at 35.5 cents and the 200 day MA is at 45.5 cents.

Technical indicators over past 4 days such as ADX, GMMA,MACD,PVT are indicating less bearishness and probable trend reversal although chartist would state that trend reversal from "bearish to bullish state" occurs when MAS price hits and overcome the 200 day MA resistance of 44.5 cents.

My take is the share price is slowly factoring in the positive development that is slowly oozing from MAS as I had stated in my earlier postings. At this price level, there is more upside than downside. How high MAS price will go is now very much dependent on MAS business strategy execution,future earnings, future cash flow generations.

In the event that future events do not turn out to be so, then one must be prepared to get out or become willing or unwilling long term investor. Every investor is free to decide on what to do.

Yes I agree with the view that there were few job awards by PETRONAS during the last 2 years and MHB had been unfairly singled out .

Notwithstanding the above, MHB do have real weaknesses to focus on in improving on its business model to be cost competitive and to meet delivery time which are important successful factors needed to win a mix of both local and international O&G projects to replenish dwindling order intake, grow its top and bottom line.

Yeah..BIG Boys and SMALL Boys are now most welcomed to MAS PARTY!!

Ride the Trend...Let the Trend be your good friend but don't fall in love with any stocks that you are riding on though the Ride maybe exhilarating!!

Why? If one falls in love with a Stock/Stocks, One cannot make OBJECTIVE BUSINESS DECISION AND THAT INDECISION WILL CAUSE ONE TO LOSE BIG MONEY COZ THE RIDE WAS SO GOOOOOOD!!!

UPTREND---> Long the stock as long as fundamental is improving/intact or fundamental improves further

DOWNTREND--> Cut out when fundamental deteriorates and/or trend reverses.

BE Loyal to your hard earned Money BUT don't fall in love with any stocks...

IT IS EASIER SAID THAN DONE THOUGH....

So big boys now know many small boys' secret buying strategy to wait, wait n wait, queue, queue ,queue n queue at prices much below 30 cents....MAS price had hit a recent low recently when all bad news were out...Overwhelming number of weak holders had been flushed out and eaten by the Big boys already

Now positive news is just starting to come off from MAS..Will price dip drastically on positive news coming off MAS??

Big boys will have something up their sleeves ...Big boys also have their own strategy which may not match small boys buying strategies...

To transform MAS GLC culture to Strategy driven, Market driven, Customer driven, I love to work for MAS passionate zeal, Market Savvy mindsets in decision making units of business units in a GLC like MAS will take "sikit lebih masa lagi lah"

So be patient..Rome was not built in a day!! So Likewise MAS will not transformed in a day!! Will take time...

Just be calm, relaxed , be happy cruising on board, enjoy the scenic blue sky...just relax and let MAS price take care of you and ease your anxieties away......there will be occasionally turbulence now and then but you are in MAS flight now...It ain't going to crash...although at times you may feel like so !!!

MAS has transformed at Director level, Management level, strategized and restructured its Marketing Mix but it takes time for MAS share price to factor in transformation. Transformation needs time to show consistent and convincing results as stated by Head of Khazanah.

MAS is on record now as one of the worst if not the worst performing GLC. Rest of GLCs had "terbang tinngi" except MAS which had sky dived or "terjun Udara" to approximately 30 cents level. Good news is MAS had sky dived but did not crash as the recent rights exercise has put MAS on a reasonably sound financial condition.

So be patient and wait for MAS to deliver the good news over time and MAS price will be turbo-boosted with every good news.

Ladies & Gentlemen on MH Flight 010713,

We are very pleased to info you that MAS is flying at 31.5 cents now. We have confidently flew with ease over the 7 day MA at 30 cents and the 20 day MA at 31.1 cents. We will like to inform everyone that we are comfortably coasting at 31.5 cents level now

Please brace yourself for some turbulence as we anticipate some resistance and turbulence at the 50 day MA at 35 cents level !!!

MAS price at 31.5 cents had passed the 7 day MA at 30 cents, passed the 20 day MA resistance of 31.1 cents. Next target resistance for MAS is 50 day MA at 35 cents.

MAS is flying out of bearish zone now and once it passed 45 cents and stays above 45 cents MAS will be flying in Bullish Zone.

Ladies and Gentlemen,
Please tighten your seat belts...MAS is taking OFF NOW!!

Go wash hand with soap to curb the itch!!

Ringgit is now at level before foreign funds come in.
Were Foreign funds invested in MAS previouly in a big way?? I very much doubt whether foreign funds would invest in MAS before as they already had the latest info on MAS then.

When noted Financial Gurus predict 20% to 30 % correction for DOW...That will not happen. DOW had already corrected. Smart money had already cashed out of BONDs and the money had and will continue to flow into equities.

FED tapering will result in increase of global interest rates. But FED only say that it may taper but FED had not tapered. This creates recent overreaction in the equities market due to the uncertainty from possible, probable and timing of FED tapering.

Notwithstanding the above, my take is equities will resume its upward trend albeit in a cautious mode.

AS for MAS, the worst is over for MAS due to recent rights exercise and latest management efforts to increase passenger yield, attract new users and with their recent financial disaster, MAS will have developed competency in costing, hedging skills to mitigate financial risks.

At this juncture, MAS is a trading play and at 31 cents price level..my take is there will more upside than downside for MAS at this level.

MAS dah "terjun udara" ke 29.5 to 31 cents tahap

Terbang dari 29.5 - 31 cents tahap... MAS Boleh!!

MAS Terbang tinggi melangit???????? Eh eh..Ramai tidak mempunyai keyakinan setakat ini..

Got to wait for MAS achievement record against MAS KPIs that shows evidence of initial profits followed by increasing profits, increasing cashflow generation and maybe token dividend payout..

We cannot fall in love with MAS but we must always be vigilant and be alert on latest performance results arising from now onward. As long as MAS can continue to deliver more and more goodies then ride on MAS..soar with MAS and hold on tight to the shares. The moment the fundamental changes for MAS which reverses its prior trend results then its time to cut out.

My take is MAS will start to perform much better than the past from now onward. How good or superb it performs ..we will see and only time will tell and the good news is....we will have time.

MAS price at 31 cents had passed the 7 day MA at 30 cents and is now hitting resistance at 20 day MA of 31.1 cents. Next immediate target for MAS is 50 day MA at 35 cents. MAS is still in Bearish state but recent advancing price action seemed less bearish that earlier on.

IF MAS price can surpass and stay above 200 day MA of 45 cents then it is considered bullish state.

However ADX, GMMA, MACD and stochastic indicate possible reduced bearishness and possible trend change. By the time MAS is confirmed bullish, then the minimum price to pay is 45 cents!!