八仙过海
各式各樣
各行其是
各不相讓
各懷鬼胎
各顯神通

:)

inari touched 3.05

Duit ?

Hopefully OBM manufacturers would not relocate manufacturing activities closer to the market places with the advent of robotic automation in manufacturing...

Maybe one reason for delaying the Vietnam expansion until further notice... haiz...

Thanks alooloo and Duit for your views...

so now wait for Inari 3.05 Insas...XXX then hehe...

The Game Changer
www.softwearautomation.com

alooloo,
How do you see Vitrox? Thanks..

I must follow Duit Gor buy/sell insas...

Duit Gor, pls post when you buy again, ok ?

IQ limit down.... sign of the bear ? :(

Palm oii price is going down, does this mean the profit margin of CIH will be up as the material costs is down ?

So, next quarter, hosehliao !!

204 million is already enough for this AGM lo... the rest no need to surface ma...
I suspect only.... not quite possible for a hostile take over, that was what i tried to put forward...hehe..

TKK and friendly parties may have more than 50%.....I suspect...

Revenue QoQ increased to RM738 million from RM654 million.. an increase of RM84 million.. net margin improved to 2.12% from 1.48%...

Borrowing stand at about rm240 million... current liability decreased by about rm50 million and current asset decreased by about rm20+ million...

Business is growing exponentially... if margin improves further, there will be net free cash flow or if the revenue stops increasing exponentially, the collections will pare down receivables and will have positive free cash flow...

Coming to 3 million... hohohoho !....

Inari 1 mil buyers in the queue now...see if it will increase to 7 mil again ?

Duit Gor,

are you serious?

Duit can dictate..

WOW ! If the Inari big buyer switch camp and come to sapu Insas ! They can control and own the 400 million Inari shares !!

Sapu all the INSAS shares is cheaper than buying 400million Inari share leh !! hehehe...

Simple maths also they seem do not know leh...

Someone please go and tell them leh... hehe...

Yesterday Inari had tons of buyers @3.30, and the queue expanded from 3 mil to 7 mil when sellers piled up @ 3.31

Today all the buyers disappeared.... :(

MKH is Icapital.biz recommended stock... Tan Teng Boo bough in the CD timer porfolio
@RM2.30+....must worth something... hehehe..

right issue price was RM1.89

Share base increased by 30% after bonus and rights issue... plus the warrant converted shares... so total amount of dividend payout may be the came as the previous years...

It has dropped so much already.... quarterly billing is cyclical....

Stevenlim2016,

Unbilled sales means Sales not yet billed.... meaning the outstanding order book lah.... not property not sold,,, property not sold is inventory or under development...

Thong hold less tha 20% Inari via Insas.... vulnerable !!!
Inari is a good take over target !!! hehehe...

Gearing 1.6 times... not bad

1 PA conversion to 1 mother share is RM1.30 cash + 1 PA

Such good results, and with so good rating TP RM4.70 by Kenanga Research, Should recoup to RM3.88 closing..... Hopefully hehe....

64 shareholders holding 92+% of the shares....

Edible palm oil is Malaysian produced products in abundance. Marketed to more than 100 countries worldwide... Revenues and earnings has gone up by leaps and bounds.

It is consumable products require by the masses daily ... should command PE of 15 times....hehe

Haha ! It needs working capital to ramp up the sales. As Africa is far away and shipment takes 2-3 months to reach, it needs bridging financing with bank borrowings... Revenue growth is very good and EPS per Q is already more than 7 sen...

This year EPS may exceed 30 sen per share... Dividend hopefully more than 10 sen per share.. hehe..

Insiders bought at much higher prices 2.50 and above...

buyers fought back ! from low of 3.69... now 3.75 dy.. hehe...

last Fri, there was a big fight at 3.72 level and the buyers finally won the battle to close at the high of the day @3.88...
High chance that it will close higher today... hopefully...

google robotic apparel

lingling66,
The Govt has policy in place to protect the local producers of steel, would it allow foreign co set up steel plant here to compete with the producers they are now protecting ?

wow! If really so good dividend then, ca send for conversion lo.... worth it ma... pay 1.30 and get 15-20 plus the price discount ! Good Bet in PA leh...

why so much discount in Annjoo-PA ?

The conversion price is only RM1.30
Current price Annjoo-PA=2.40
2.40+1.30=3.70

Annjoo now RM3.88 !

So, buy Annjoo-PA better margin of safety and with levelage of 1.6 times ?

Very Good Indeed ! Thanks

dare not to talk more .....

Beware, Automation and Robotics technology advancement may spell the end of apparel contract manufacturing worldwide...

Sorry... just check it out yourself....

Management is sleeping away... the good old days of depending on hand outs and profits from Dayang are over....

it is time the Management revamp or reinvent....or go down in history...

Not to forget that on the last trading dayof last year, the share price was pushed up to 1.90 on high vol of approx 5-7 millions...The buyer ? suspected was Value CXX as it increased its share holding substantially as seen from AR 17 and AR16..

RM107 million PROVISION LOSS for COMPLETED projects... what the hack ! Share price hit almost historical low of RM1.08 and now dropped a bomb shell !

High NTA (RM4.70 per share) company with huge RETAINED EARNINGS...
holdind 1700 acres prime land in Miri , Bintulu and Kuching, at low book value of approx RM4 per sq ft....

Pan Borneo Highway project jv with Gamuda RM1.57B, 70% owned, already started work..
Possibly the worst could be over soon...

Good Luck...

3 Quarters EPS now is 11.9 sen. Full year may exceed 16 sen...

YES !

http://www.malaysiastock.biz/Company-Announcement.aspx?id=1015281

Very Good 3rd Quarter results !

For easy ref.
FY..... 2017.....2016......2015.....2014.....2013
EPS...27.3......11.67.....13.73.....24.1.....9.14
NTA....2.34......2.04.......1.91......1.80.....1.54

EPS in double digits. 5 years aveage EPS=15.4

As an associate of Insas and with the equity accounting method, the carrying value of Insas 's investment in Inari as at 30th June 2017 is RM176,667,000 as reported in the Annual Report 2017. Insas holds approx 402 million Inari shares, the carrying value per Inari share is about 44 sen only.

Every 1000 Insas shares indirectly own approx 600 Inari shares.

Try to frustrate everyone so that can take it private cheap cheap......

It's finger licking good ! Tasty !

hehe !

just highlight and let you know the value, buy or sell is entirely your choice...

if you make money from the market, congratulate...

Yes, Insas' market Cap only increased by 42% Whereas Insas investment in Inari, increased by 83.5% (without taking in those sold and liquidated for cash) even though the holding was reduced from 21.82% to 19.85%....

Translation... LOL

Insas's market cap has only increased 33.98% from rm450.66 million to
RM603.8 million from the period of 10-08-2016 to 21-11-2017....

whereas Insas's holdings in Inari, its market value has already increased from RM638.95 million to 1108.38 million, an increased 73.46% in the same period....

The disparity widened further away, making Insas much more undervalued....

KESM has gone up 10 folds.... Good luck ! hehehe