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2014-01-06 09:36 | Report Abuse
KISS ------KEEP IT SIMPLE MAN in your investment and I still think that KFIMA will reach RM2.40 soon.
2014-01-05 17:22 | Report Abuse
I have 100% confidence that KFIMA can reach RM 2.40 no matter any investment bank cover it or not. Certainly it would be better If Bahsir family more open to the investment bank which is highly unlikely.
2014-01-05 13:05 | Report Abuse
Yes KFIMA Is my top buy for Jan 2014. Trust that KCCHONGNZ has given ample explanations as why KFIMA is a solid stock that one must have in their portfolio. I have set the target price of RM2.40 by Middle of Feb 2014:-
Why why why?
(1) Guaranteed Profit- in this uncertain time people are looking for safe industry to invest. Can anyone tell me that which industry will report handsome profit when they unveil thier report card next month? Do not forget that Cpo price is hovering around RM2,600 and cost per tonne is only RM1,800 the most.
(2) Well diversified- Beside Plantations, KFIMA has other good business such as money printing for government and bulking business which continue recording good profit.
(3) Plantation land and properties that has not been revalued for long period.
People are talking about Brem and MKH now. Talking about land values and the prospect of the contribution from their plantation business. Have one really look into the land value and properties that KFIMA owns ? Arent the size is bigger than MKH
Do not forget that KFIMA is holding RM250 million net cash that provide them with ample capital for expansion if economy turns bad. Can you give me another company that have such solid fundamental?
(4) Histrory will repeat it self.
Just check the record. Whenever afterKFIMA major shah older Bahsir family buying the shares in open market. The share price will record at least 20% rise after a month or so. Do not forget that Jan and Feb is normally a good month for stock market.
(5) KISS ----KEEP IT SIMPLE IN YOUR INVESTMENT
Fundamental,fundamental and fundamental my friend
In this uncertain time., never loss money in you investment. How to make sure that you will not lose money? The ever Green theory:-
(1) LOW PE -KFIMA pe only 7
(2) Zero borrowing complay-KFIMA sitting at RM250 million net cash
(3) high dividend yield-4% yield for KFIM
(4) growth prospect-----needlas to say KFIMA still growing in right track for all the sectors.
(5) Historical profit with sound management. Since Bahsir famili took over the company since early 2,000., the company has not recorded single financial loss even in the financial crisis. The record speaks for themselves how well they have managed the company.
I am obliged to tell you that KFIMA remains my biggest investment with the accumulated price of RM1.93-RM2.02. i am Just a small potatoes and banks never granted me any margin facilities.
I am asing you to invest in KFIMA and not punting. Technically, if the stock can breach RM2.00, RM2.40 is highly reachable.
2014-01-03 22:24 | Report Abuse
Still put my bet that Kfima will reach 2.40 by 10 Feb 2014. Anyone dare to challenge me?
2014-01-03 22:20 | Report Abuse
The bull is back for this deeply undervalued counter!!!!
2014-01-03 16:22 | Report Abuse
Kfima and Cenbond is crying wolf again?
2014-01-03 10:18 | Report Abuse
Will Kfima trading at 1.96 now when everyone knows that CPO price is trading around 2,650 which is much higher than 2,400, 3 months ago. KM Loong's latest result has shed some light on how the plantation company will perfom when they announce they quarterly result in Feb 2014.
Is Kfima a cheap buy at RM1.96 a value buy? you decide.
2014-01-03 10:08 | Report Abuse
"Businesses are never short term. It definitely has its ups and downs. The problem with many investors is that with his / her investment, they expect return next month. Then they move to a new stock. But to find a good company or business that you are confident with is very difficult. The keyword here is "you are confident with" which means a lot of time are to be spent on studying the company, knowing the business to some extent, be faithful and be patient." Very good one from FELICITY.
My friend, do you understand enough KFIMA before you invest?
2014-01-01 17:39 | Report Abuse
Put aside valuation, According to market hearsay, Oji Paper very close to take over Cenbond but it somehow did not materialise due to the price disagreement. The take over price is around Rm 2.20. That's why you see the share price has dropped by 25% since then from 1.95 to 1.55 now. Are they back to the negotiation table? I think Oji Paper still has very great interest on Cenbond. Let's wait and see how the final deals will turn out.
2013-12-30 14:20 | Report Abuse
Yes CPO price is RM2,640 per tonne now, that means profit for 3rd quarter should be good.
2013-12-30 11:12 | Report Abuse
Kfima which assets rich(NTA 2.20) ,cash rich (RM250 million net cash), low pe with zero gearing only trading at 1.93 now? my footlah....
2013-12-17 16:18 | Report Abuse
The long overdue M&a with Fima corp will be materialised soon?
2013-12-17 16:04 | Report Abuse
Najib, Armada and Kfima has started the show!!!!!
2013-12-16 09:21 | Report Abuse
KFIMA RM2.40 by Chinese New Year. Otherwise, I will quit stock market once and for all.....
2013-12-12 17:54 | Report Abuse
Bro, reason for your picks?
2013-11-28 21:02 | Report Abuse
I check TGUAN and OKA also one day before result out , zero volume done. After the result out, it jumps. CENBOND the same.
2013-11-28 20:55 | Report Abuse
Dividend yield for Cenbond is around 4% not bad not bad
2013-11-26 15:50 | Report Abuse
NZ, what is your target price and reason to enter?
2013-11-26 09:33 | Report Abuse
NZ,Padini opens at 1.72 today. Why your prediction so accurate?
2013-11-25 17:56 | Report Abuse
Driven by the Hari Raya and the Merdeka Day promotions, Revenues recorded in the quarter under review rose by more than RM40 million (or 22%) when compared with that done in the previous quarter. Except for the Padini label, Revenues across all sectors had improved over that recorded during the previous quarter and as a result, Profit before taxation rose a significant 78.8% quarter-on-quarter.
2013-11-25 17:55 | Report Abuse
Driven by the Hari Raya and the Merdeka Day promotions, Revenues recorded in the quarter under review rose by more than RM40 million (or 22%) when compared with that done in the previous quarter. Except for the Padini label, Revenues across all sectors had improved over that recorded during the previous quarter and as a result, Profit before taxation rose a significant 78.8% quarter-on-quarter.
2013-11-25 17:52 | Report Abuse
Najib, Padini's net profit all time high at RM27 million for last quarter.
Declares special dividend and interim dividend total 4 sen per share (tax exempt)
2013-11-25 11:35 | Report Abuse
Najib, what is your target price for OKA?
2013-11-18 16:11 | Report Abuse
Bull is back!!!!!!!!!!!!!!!!!!!!
2013-11-18 15:50 | Report Abuse
Bonia has performed much better than Padini in terms of share price performance. It is time for Padini to catch up.
2013-11-18 14:17 | Report Abuse
Do not think H&M, forever 21 will pose much threat to Padini, business so so only from my observation.
2013-11-18 12:14 | Report Abuse
NZ, agree with you. Hari Raya sales will be factored in JULY to SEPT 2013's result.
2013-11-18 12:09 | Report Abuse
Koon Yew Yin says Kulim is another good buy, one of the better managed GLC company.
2013-11-18 12:02 | Report Abuse
Najib, great that you are back after long silence.
I visited Padini concept store in KLCC and Midvalley, business is extremely very good. This company is sitting at RM250 huge cash pile and paying good dividend RM10 sen per share (5-6% yield) per year.
2013-09-24 11:06 | Report Abuse
Anyone attending Kfima's AGM 3.00 pm this afternoon?
2013-09-24 10:25 | Report Abuse
Sitting so much net cash in the coffer (RM140 million) and the stocks trading below NTA of RM0.33 (not factoring the current market value of the property), I just wondering how long will the major shareholder let it float in the open market.....interesting.
2013-09-24 10:20 | Report Abuse
Peter, dun trust anyone here. Do your own homework.
Just check the net cash level of the company,NTA,P/E and ROE and you will have some idea whether the current share price is worth buying or otherwise.
2013-09-24 10:18 | Report Abuse
Peter, see the financial here....
http://klse.i3investor.com/servlets/stk/fin/6769.jsp
2013-09-24 10:11 | Report Abuse
Hiddengem,I trust your analysis and I have the same opinion too.
2013-09-24 10:09 | Report Abuse
NZ, Keladi is an interesting stock and is defintly deeply undervalued. ROE is 20% and the p/e only 4.
2013-09-11 15:21 | Report Abuse
Volume is the highest for the past few month. NZ, care to share ?
2013-09-10 12:24 | Report Abuse
NZ, I still remember your 3 privatised candidates:-
(1) HALEX HOLDINGS
(2) CENTURY BOND
(3) OKA CORPORATION
2013-09-10 12:21 | Report Abuse
Supermax still worth accumulating?
2013-09-09 15:00 | Report Abuse
NZ, Haio and Kfima already bring you good return so far...
2013-08-29 15:17 | Report Abuse
KLCI up 20 point,Kfima only up 5 sen. NZ, Kfima eat too much of Tuna alredi.
2013-08-29 10:02 | Report Abuse
NZ, Your Haio is flying high...bravo
2013-08-26 11:21 | Report Abuse
Thanks NZ, will monitor closely. Just read OKA's annual report, amaze with the amount of factories and properties that they have.
2013-08-23 10:53 | Report Abuse
NZ, I read about the operation of OKA
OKA Corporation Berhad is a Malaysia-based investment holding company. Through its subsidiaries, the Company is engaged in the manufacture and sale of pre-cast concrete products and ready-mixed concrete, trading of ready-mixed concrete, construction and provision of transportation, and other related services. The Company operates in two segments: Manufacturing, which deals with Manufacturing and sales of pre-cast concrete products and Others, which deals with Trading of readymixed concrete and prestressed concrete piles, provision of transportation and other related services and construction and related services. Its subsidiaries are OKA Concrete Industries Sdn Bhd, OKA Readymixed Concrete Sdn Bhd, OKA Engineering and Trading Sdn Bhd, Pembinaan Cahaya Emas Sdn Bhd and Real Charisma Sdn Bhd.
Very Assets Rich company. I have heard about the privatisation rumour recently. Have you got any clue?
2013-08-16 17:31 | Report Abuse
up bit by bit. Slow and steady. Good call Najib.
My top pick for Dec 2013 and January 2014, 20% return in two months
2014-01-07 16:15 | Report Abuse
Great call Najib and congrats. This is the beautiful of value investing.