The logo shown in the article above belong to Fututech :)
RicheHo is sharing his knowledge with us, I wonder why there are people still could come out harsh words after receiving his sharing..
RicheHo, don't get frustrated ya, keep up your good work.

Very good points spotted by you, we need more people and article like this to point out the mis-leading facts reported by media or analyst.

I think Fiamma is a good company, but the short term prospect is not good due to the weakening of RM for their trading segment, and now depending only on single property dev project, i.e. Vida Heights, for their property dev segment.
The other 2 property dev projects will launch in end of 2015 and early 2016. Thus, if invest into Fiamma, a person must be willing to hold 1 year or more to see the profit and stock price improvement.

One good sign is the company starts to buyback share at RM1.5X. They have not done so since year 2007.

The average purchase price of treasury share is 0.66 sen (disclosed in FY15 annual report).
At the current share price of 0.515 sen, Pantech is "value for money".

We may not see profit improvement in next 1 or 2 quarters, but should be in year 2016. By that time, the share price won't be at such a bargain.

The above haven't taken into account it's high NTA and dividend yield.

Another potential catalyst is bonus issue. In FY15 annual report, management mentioned plan to distribute 1 treasury share for every 100 existing ordinary shares.

Main catalyst is potential order from RAPID project, which analysts claim can see peak recognition only in year 2016

The weak RM is advantage to Pantech bcos :
i) It's export market contributes to ~48% of revenue
ii) Local customer will tend to source locally as the import would become more expensive

In FY14, Mmode's revenue was higher compared to FY13 but the net profit was dragged down by the higher cost of sales and operating expenses, and hence it's share price.
The recent Q2 FY15 result showed significant reduction in cost of sales and operating expenses. Thus, if Mmode management can sustain the improvement in cost/expenses, FY15 net profit is going to recover even if the revenue stays flat.
In past few quarterly reports, the management stressed that they wanted to reduce the cost of sales and operating expenses, seems like the efforts are starting to bear fruit now.
If net profit recovers, I expect the share price would follow.

The management didn't reveal in Q2 report how they managed to reduce the cost of sales and operating expenses, otherwise, we can have a clue if the improvement can be sustained in quarters to come.
Anyone has any opinion to share ?

In FY14, Mmode's revenue was higher compared to FY13 but the net profit was dragged down by the higher cost of sales and operating expenses, and hence it's share price.
The recent Q2 FY15 result showed significant reduction in cost of sales and operating expenses. Thus, if Mmode management can sustain the improvement in cost/expenses, FY15 net profit is going to recover even if the revenue stays flat.
In past few quarterly reports, the management stressed that they wanted to reduce the cost of sales and operating expenses, seems like the efforts are starting to bear fruit now.
If net profit recovers, I expect the share price would follow.

Gadang's construction division has not been awarded with new work order since RAPID 2, so I wonder if Gadang's construction division can sustain it's revenue and profit. If not mistaken, the RAPID 2 work order will be completed by 30 Sept 2015.
Anyone has any opinion or input on the above-mentioned matter ?