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Equityengineer The only catalyst for increase in Favco price is OnG sector. The reduction in oil output, how can it be a catalyst for OnG construction company. New orders will be deplete since less oil should be pumped out.
"The decrease in profit before tax for the Group was mainly due to decrease in sales which is in line with industry climate and order book".

The stock price may be undervalue and the metrics can prove it, but the upside is still in increase of sales

They have some contracts for this year for tower crane amounting about 130 mil..
Personally, its really tough to say to buy even the price have rose a bit since i first looking at the stock at 2.40.
30/01/2017 13:42

kcchongnz sifu,would you mind comment on the above by our fellow equityengineer?

what concerns me is its revenue keep on decreasing,kcchongnz sifu would you please clarify on this shrinking sales every month?

waaa paperplane sifu u really confident in tienwah business restructuring at the moment.

Out of all call by Calvin recently,I only buy cbip.Calvin,what do u think of chip?any catalyst?

Kcchongz sifu,the pick is good but isn't a bit too concentrated on exports?

Paperplane sifu,what do u think about hexza and tienwah?

sifu bluefun,is bpplas still a good buy now?or do it still have room for price correction after the next coming QR?because it will be hard for bpplas to have a better y o y in the next coming QR if u know what i mean.

should we worry about the US shale oil rebound?will cap the gain of crude price?

is it a bad karma if someone who do not smoke invest in tobacco counter?

hi stockraider ,what is your pick on exports counter?i am just curious to know.

not interested in gunung but hexza got my attention.if i am not mistaken,there is a blog post about hexza written by you?so how your view on hexza?

calvintaneng wkitwing calvin,too bad i wont invest in glc linked counters .so is there any counters not related to glc that you can recommend?
05/12/2016 00:51

After GE14 Bull Run

Then Buy All Oil Palm stocks
And defensive utilities like PBA, YTL Power & Opcom for safety & dividend

You must avoid export stocks as Trump is imposing high tarif as he promised!

Good luck!


then i shall wait after GE14.hope can buy some oil palm stocks by then.will not buy them now cause all those oil palm stocks has been spiked up recently and i chose not to chase them first.only buy when no one wants.

calvin,too bad i wont invest in glc linked counters .so is there any counters not related to glc that you can recommend?

mkh very stngy in giving div.........=(

what concern me the most is thong guan trying to diversify into food industry because it is a total different field.if want to grow,plase just focus on what it does best.

hi sifu bluefun,long time no see u post something about chinwel and tien wah since thier last QR.or have u sold all those shares so it does not interest u anymore to post anything about them?been waiting to look forward to your write up on them if u are still holding the shares hehe.

just curious here,does mkh benefits from strong USD because of its oil palm sector?

just curious here,does mkh benefits from strong USD because of its oil palm sector?

hello dear fellow investors here,how do you all think about the fierce competition from the china counterparts?does it have an impact on chin well as well eventhough with the strong USD trend now?

sifu icon8888,just curious to know how you think about chinwel?another export counter beneficiary of strong USD and the the booming infrastructure development in south east asia in the near future as chinwel sell some of these required materials.

too bad i cannot read chinese well but i always admire and care about what sifu bluefun say.......

then We will see MYR-USD 3.xx very soon?

only buy below RM2 hehe

but TPPA for sure will be scrapped under trump admin.will it affect chinwel since it has operation in vietnam and malaysia?

sifu yistock,how come it will propel higher malaysia export?please dont forget about trump protectionism policy which is raising import tariff into US and it is bad for export companies.

Posted by pakatan_harapan2 > Nov 10, 2016 08:09 AM | Report Abuse

MACC to nab GLC manager(how abt EPF)

Datuk Azam Baki: Confirms the investigation into the case.

PETALING JAYA: A general manager of a government-linked company will be picked up soon by the anti-graft authority for alleged abuse of power and taking bribes.

Sources said the man, who has held the position for several years, was being probed by the Malaysian Anti-Corruption Commission (MACC) for apparently living a lavish lifestyle beyond his means.

It was learnt that he had also supposedly amassed several upmarket properties under his name.

“Initial investigations showed the suspect took a substantial amount of bribes from several contractors to have work assigned to them on certain projects.

“This is despite the projects being delayed or not completed within the stipulated time,” said one source.

The sources also said that the suspect had abused his position and power by sacking subordinates who refused to be in cahoots with him.

The MACC started investigating the general manager after a tip-off, it was learnt.

MACC deputy chief commissioner (operations) Datuk Azam Baki, when contacted, confirmed that it has opened an investigation into the case.

He commended those who stand against corrupt practices.
http://www.thestar.com.my/news/nation/2016/11/10/macc-to-nab-glc-manager-antigraft-authority-to-pick-him-up-for-abuse-of-power-and-bribery/




what does it has to do with ekovest?

but chinwel recent news say that the management currently negotiating with a US customer to sell a 30-container-per-month deal of DIY fasteners while its subsidiary chin herr is concluding a major deal also with a US customer to sell grill mesh.

stronger USD is good but with trump policy on imposing import tariff would be bad for export companies.

and here i thought trump presidency will cause weaker USD........maybe my info is wrong.anyway it is still early judge the forex impact by trump.need to see how he pull off his policy though

and this trump isolationist stance will be bad for export companies.........

Posted by cjlim > Nov 9, 2016 05:24 PM | Report Abuse

USD 1.0 = MYR 4.5 is coming soon.

why myr4.5 is coming soon?because from what i heard a weaker USD might be a part of trump policy to spur manufacturing in US

thanks for the feedback and idea,mr goh.......i have been following you this lately and the stocks you pick are quite good FA companies though these kind of stocks do need time to appreciate in price.....anyway i still think chinwel is better than its peer tongher though i might be bias on this since i own shares in chinwel.

chinwel only peer is tongher?which one do you think is the better one?

then which one is the better one if we compare between the both?

and what makes you think that chinwel is still worth holding?ever since the lifting of the anti dumping duty tax and the recent environment issue caused by chinwel in vietnam.so what is your view about my statement?

hi,mr goh,u still holding chinwel?it makes up the most in your stock pick challenge 2016 portfolio here.......

hi kc,would u mind if i ask you something?i do know know do analysis on my own .......just need to check with you whether tienwah and chinwel match your criteria?as both of them make up most in my portfolio though for now.anyway i do interested in your stock picking service but not for the course la coz i can do my own analysis btw.

so if for the stock picking service only,just contact your e-mail?just curious to know sifu kc pick then from there i can do my homework see whether it match my criteria or not.

anyway i do hope someone who attend the AGM can post a summarized view of the AGM just like someone did in gadang.......

ecommerce is mainly for to buy things that we like......in other words not basic necessities and now living is getting harder because of the rising cost and people now are just struggling to buy their basic needs so less monies to buy other stuff.that is what i thought at the moment.maybe if the consumer sentiment.is getting better,then maybe we can see some improvement in e commerce

good or bad we still dont know yet.........but everthing need to take its time since this is just the early stage.

btw,is it true that mr.kyy average is around 1.7 to 1.8 as i saw someone here mention it here before?

buy polybag 1kg lar.....still same rm2.50 per pack

Posted by wkitwing > Oct 31, 2016 09:31 PM | Report Abuse X

Posted by cjlim > Oct 31, 2016 02:04 PM | Report Abuse

Believe me, after testing and analyzing. No hazard material found.

how do you know?insider news?or just a guess only?
actually from my point of view, the fine is not the problem but the integrity and the willingness to look for solution for the matter so that this kind of problem will never happen in the future and we as shareholders hope that the company will change for better.after all,everyone including us will somehow got fine or "saman" in one point of our life but the question is whether we willing to do our best to avoid such thing in the future.therefore i strongly suggest anyone who will go to the AGM next month can help to clarify this matter with the management and we need the company to give assurance that such problem wont happen next time........


Posted by Mizi1 > Nov 1, 2016 07:52 AM | Report Abuse

Plan to attend the AGM on 18th Nov.


that is why i strongly urge those who attend the AGM must bring this issue up to the management and we need to see how is their response......

same like gkent and gadang effect........so obvious syndicate selling now.

Posted by cjlim > Oct 31, 2016 02:04 PM | Report Abuse

Believe me, after testing and analyzing. No hazard material found.

how do you know?insider news?or just a guess only?
actually from my point of view, the fine is not the problem but the integrity and the willingness to look for solution for the matter so that this kind of problem will never happen in the future and we as shareholders hope that the company will change for better.after all,everyone including us will somehow got fine or "saman" in one point of our life but the question is whether we willing to do our best to avoid such thing in the future.therefore i strongly suggest anyone who will go to the AGM next month can help to clarify this matter with the management and we need the company to give assurance that such problem wont happen next time........

dear fellow investors here,how do u all think about what arif said above?violation reflects the moral attitude of the management?hope someone who attend the AGM would bring this issue up to the management and see how they response to us as the shareholders.need to determine the integrity of the company.

hello kc,how do you view about apm automotive?once a excellent company but now its a beaten down fallen angel i would say due to automobile downturns now.however it make me doubt ever since the company raise abt rm1.5billion sukuk.it makes me wonder whether the company will be able to utilize this 1.5billion properly for good because this amount is not small.

very risky indeed on increasing its debt so much.........only a good management can handle it

i wonder why company itself want to buy back its own shares......something brewing?