I thought the vaccine would be broadly available by end of Q1 2021 but it looks like we still have to wait until end of Q2 or Q3 next year. Hopefully the sensible New US President will make wearing a mask a must while waiting for the vacciine to be broadly avaiable by Q2 or Q3 2021 https://www.cnbc.com/2020/11/09/dr-scott-gottlieb-pfizer-covid-vaccine-wont-help-immediately.html

longer term investor will collect more now. Pchem and LCtitan seoul movements should indicate some good coming results in this sector

very interesting, LCtitan's PE in Seoul is 28. They probably know the result in next Qtr is good

If one follows Warran buffett theory, now is the time to get more Lctitan considering the qtr result is to be good

seeing how PChem is performing, lctitan looks like a real bargain and laggard

Very interesting that the CGS-CIMB extract above mentions that "Winning the Visa Luar Negara and National Integrated Immigration System
(NIISe) contracts and higher-than-expected earnings contribution from its Covid-19
screening service could re-rate the stock "
Do they know something we dont ???

Now I can see why GP is moving into the cloud computing ... a very strategic and great move too
https://www.cnbc.com/2020/09/30/alibaba-cloud-business-will-become-profitable-for-the-first-time.html

https://klse.i3investor.com/blogs/jomnterry/2020-09-25-story-h1513550839-LCTITAN_ALL_TIME_HIGH_SALES_VOLUME_AT_ELEVATED_ASPS_AND.jsp
As PE and PP are the major products of LCTITAN and the article has mentioned that Polypropylene (PP) is a rigid and crystalline thermoplastic used widely in everyday objects like packaging trays, household products, battery cases, medical devices (gloves, masks, syringes), etc so will it catch up with the gloves and the plastics packaging counters like SCGM in terms of stock prices . Any comments

Kendall may have faced the earlier customers redemptions due to the pandemic situations like other private equity funds which have to sell off some of their longer term investments earlier. Anyway if people were willing to pay 0.80 for 60m shares yesterday and others were also paying 0.80 on another 100 m gpacket shares -all these should be considered a good thing as they must have strong confidence on what gpacket is doing and have seen the great potentials from the areas like AI, IOT,cloud computing and the potential of digital banking. Those who want to invest in gpacket have to be patient with this turn around company. When Microsoft started involving in the cloud computing, 5 years ago its price was only around 40 plus and now its near 200 (even though Microsoft is not depending 100 % on cloud computing but certainly cloud computing is contributing significantly to its share price movement ). So patient is important.

https://www.thesundaily.my/business/green-packet-diversifies-into-cloud-computing-solutions-KY2515297

This is a very good strategic move. For longer term it will be a rapid growth area with significant earning potential. Looking at, Amazon, Microsoft, Alibaba and Tencent, the cloud computing business has become thier most rapid growth sector and is contributing handsomely to their earning too.

https://www.theedgemarkets.com/article/ekyc-banks-come-soon . So it looks like among the digital banking license bidders, gpacket is the first one who has already got the e-KYC technology ready ??

gpacket is one of the bidders of the digital banking license and since e-KYC technology is targeting financial and banking sector too. Any link here between the potential digital banking license n e-KYC technology. Any comments ??

https://www.thestar.com.my/business/business-news/2020/02/22/kendall-court-raises-stake-in-green-packet-to-over-10 . In the article, it says "The PE firm also noted that Green Packet was on the right trajectory to ready itself for digital bank opportunities" . So I wonder whether the Kiplepay and Bank Islam Malaysia Bhd launched the KipleUNl programme would indicate their longer term strategy to get ready for digital bank opportunities ??? Any comments

What I meant was that it should be able to attract a lot of koperasi members to come to the portal and use the it for loan applications. The process is very clear and straight forward and intuitive, a good portal design to get people to use it.

a very user friendly and intuitive designed portal, should attract many potential users to use it

https://www.klsescreener.com/v2/news/view/516161

http://malaysiastock.biz/Company-Announcement.aspx?id=1127656

Penergy's estimated annualized EPS is 25 cents and its price is currently at 1.20 so with the same PE, the laggard Carimin's price should be at 0.96 now right ???

with the estimated annualized EPS of 20 cents. This is probably still the cheapest laggard ??

Thanks a lot. I got it :-)

Carimin's recent Q2 EPS was 2.25 cent because it could not perform more maintenance work for Petronas during the last North East monsoon period. So using the Q1 EPS of 5.01 cent as a guidance, I would assume the estimated coming Q3 and Q4 EPS will not be affected by monsoon anymore and should at least be 5 cents each for the next 2 quarters. As such the estimated full year EPS should at least be 5 + 2 + 5 + 5 = 17 cents considering the OGSE sector is still at its beginning cycle of the 5 year contract. Therefore I guess, with the above assumptions, it is still quite ok for me to collect some carimin next week to keep until end of the year right ??

;-)

As MyAzZahra was only launched on Jan 25th so I think its significant earning will be only be reflected greatly in the next qtr by end of May 2019. I guess MyAzZahra will contribute some to this Feb end qtr earning but may not be very significant. People with longer term view will start collecting. Just my 2 cents input.

http://www.theedgemarkets.com/article/orion-eyes-3040-percent-revenue-contribution-myazzahra-portal

https://www.cnbc.com/2019/01/25/chinas-upper-hand-in-ai-race-could-be-a-devastating-blow-to-the-west.html

https://www.freemalaysiatoday.com/category/nation/2019/01/12/minister-urges-angkasa-to-expand-to-achieve-growth-plan-for-co-ops/
Hopefully Orion can actively bidding more other IT projects from Angkasa too if Angkasa is spreading its wings

One probably has spotted that in the BIMB research note the foretasted EPS for 2019 and 2020 are 17 cents and 22 cents. So based on PE of 15, the TP should be RM2.55 and RM3.15 So if you are a longer term investors, at the current price is a rea bargain so hitting 0.80 and and rm1 short term looks realistic.
All the Shell petrol stations in Malaysia have been sold to HENGYUAN. Thus the Sabah oil field should be sold as planned. You can determine youself whether this is a good buy or not. You can read the BIMB's forecast EPS again here.
http://ir.chartnexus.com/hibiscuspetroleum/download/pdf/media/analyst-reports/BIMBSec%20-%20Hibiscus%20Petroleum%20-%2020170926%20-%20Company%20Update.pdf

Read the page 12 of the Daily edge Oct 5 2017.. . Should be very positive for Frontkn http://tefd.theedgemarkets.com/2017/TEP/20171005k1tnsk.pdf

Here’s everything you need to know about Brexit : http://klse.i3investor.com/blogs/ongmali/98456.jsp
An actual departure from the EU would take a minimum of two years, with procedures worked out slowly.

The Edge Daily article -> http://tefd.theedgemarkets.com/2016/TEP/20160513mhn4tz.pdf
See page 7 of the article - Vivocomm is in talks to get more jobs from other big China construction companies (could it be CCCC or CHEC - see page 4 about MY-SG HRS project) other than CRCC.
Vivocom is targeting RM600 million revenue in 2016, RM2.1 billion in 2017 (Assume profit = 3.5X of 2016 too) and RM3 billion in 2018 (Assume profit = 5 X of 2016). So People with longer term view must collect this growth stock.

Wow. Assuming Qtr4 EPS is also at least 11 cents, thus the annualised EPS is about 40 cents. At PE 10 then TP =RM4.00 (more than 100 % return). IF PE 8 then TP = RM3.20 (more than 60 % return). People with longer term view should collect more at current price !!
http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=G&securityCode=9261
29/04/2016 12:02

Longer term should this should augur very well for Tekseng. People will realize why Tekseng is full of potential.

US has a record-breaking year for solar power :-> http://www.cnbc.com/2016/02/22/us-has-a-record-breaking-year-for-solar-power.html

Anmar Frangoul | Special to CNBC.com
15 Hours Ago
CNBC.com

Technicians install solar panels on a house in Mission Viejo, Calif.
The U.S. solar industry installed 7,286 megawatts of solar power in 2015, according to data from GTM Research and the Solar Energy Industries Association (SEIA).

The figures, announced Monday, represent an increase of over 1,000 megawatts of solar photovoltaic installations compared to 2014. Photovoltaic technology is able to directly convert sunlight into electrical energy.

According to the data, solar beat natural gas capacity additions for the first time ever, with 29.5 percent of all new electric generating capacity met by solar power in 2015.



Harvesting solar, 6km in the air
Rhone Resch, president and CEO of the SEIA, described 2015 as a "monumental year for the U.S. solar industry." Resch added that the next few years would see, "solar continue to reach unprecedented heights as our nation makes a shift toward a carbon-free source of energy that also serves as an economic and job-creating engine."

The potential of solar power as a clean energy source is significant. In 2014 the International Energy Agency stated that the sun could be the planet's biggest source of electricity by 2050.

In the U.S., the Office of Energy Efficiency and Renewable Energy says that in states such as California, Hawaii, Texas and Minnesota, solar electricity is now "economically competitive with conventional energy sources."

US has a record-breaking year for solar power :-> http://www.cnbc.com/2016/02/22/us-has-a-record-breaking-year-for-solar-power.html

This should augur well for Tekseng

http://www.theedgemarkets.com/my/article/warrants-update-tek-seng-wa-offers-exposure-plastics-solar-energy

last qtr EPS was 7.43 cents. Annualized FY16 EPS = 4 X 7.43 = 29.72 cents. http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=P&securityCode=7088
Using PE of 10. TP/FV is RM 2.972. Over 50 % returns compared to Hevea, Evergreen, SHH and etc. At RM1.94, its PE only 6.5
I am sure people with with longer term view will certainly collect more of pohhuat

AWC shows how Denko can potentially move

In the last few days, furniture stocks such as Hevea, SYF, evergreen have moved, as such Jaycorp has become a laggard.
http://klse.i3investor.com/blogs/icon8888/88092.jsp

Very interesting, the Ewein-WA is about 20% discount to the mother share !!!

EG aims to double its net profits in 3 years -> see the page 6 of the EdgeFinancialDaily : http://tefd.theedgemarkets.com/2015/TEP/20151228q64bn4.pdf

http://klse.i3investor.com/blogs/kenangaresearch/88521.jsp

cup and handle pattern ??

A breakout has happened !!

:-)

Now I know why Mun Hong says jaycorp should worth no less than RM1.30.
If you look at Hevea, it has an estimated earning of 4 X 4.63 = 18.26 cents. At the price of RM1.58, Hevea's forwarding PE is 8.6.
Since Jaycorp has the estimated earning of 4 X4 = 16 cents, at PE of 8.6, Jaycorp's current price should be at RM1.367 by now.

People will probably start rotating back to the furniture related stocks such as Jaycorp, Hevea, liihen and etc from the glove stocks as most of them probably already have a forwarding PE of over 15. Thus the export oriented furniture stocks appear very attractive again with the forwarding PE of less than 10. Imagine if they are rerated with the PE of 15 like the glove stocks.

FY15Q4 EPS was 1.66 cents and the FY16Q1 EPS announced yesterday was 1.77 cents. Thus the estimated FY16 whole year earning of 1.77 cents X 4 =70.8 cents should be fair. We probably should expect EPS of greater than 71 cents.

Estimated FY16 whole year earning := 1.77 cents X 4 =70.8 cents. So FV = RM 0.71 cents based on PE of 10.

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=V&securityCode=6963
Q1FY16 announced yesterday was 5.22 cents.
The conservative estimated whole year FY16 EPS = 4 X 5.22 =20.88 cents (but it has more upside in terms of total EPS).
Using PE of 10. FV/TP = RM2.10

NP JNG9678 :-)

See the page 15 of the Dailyedge on the Paris Climate Agreement and the impacts
-> http://tefd.theedgemarkets.com/2015/TEP/20151215gi4kjc.pdf

Very interesting comments in the article :
1. For makers of stuff like solar panels, high-tech home insulation and efficient lighting, it is a potential miracle.
2 It is the start of a shift of "many trillions of dollars toward low carbon technologies and away from the carbon technologies
All these should augur very well for Tekseng !!