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2016-03-17 09:10 | Report Abuse
Are export stocks dead just because the Ringgit strengthens?
How about external demand? Massive QE?
Malaysians are getting poorer by the day. Should you look out of our borders are only be jaguh kampung?
2016-03-09 11:06 | Report Abuse
Good pick Icon. Although AirAsia doesn't fly directly to Holland, it sure can bring you and your 'herd' closer.
2016-03-03 17:22 | Report Abuse
obviously he is selling
2016-03-01 00:22 | Report Abuse
excellent showcase of noobs
2016-02-27 00:10 | Report Abuse
profits are up more than 24% dude...last year they gain only due to FX derivatives..now its pure business..open your eyes big big
2016-02-26 22:01 | Report Abuse
dividend per share also grew by 25%!!
2016-02-26 22:01 | Report Abuse
spectacular results! After you remove last year's one-off RM17mil forex gain, net profit grew 24% year-on-year!
2016-02-26 11:40 | Report Abuse
then get ready to be proven wrong
2016-02-26 10:21 | Report Abuse
funny how CIMB only forecast 4% growth in net profit in 2016. even after he mention new 33-layer film capability and 50k tonne new capacity. obviously tguan is going to exceed his expectations and he is going to need to change earnings.
2016-02-26 10:13 | Report Abuse
On paper looks like a no brainer...but will the market wise up to this?
2016-02-25 11:34 | Report Abuse
Luckily I gave this stock a pass...never looked appealing or convincing enough
2016-02-25 11:26 | Report Abuse
icon's stock picking skills are diminshing..and the market smells weakness #troll
2016-02-24 14:36 | Report Abuse
Shh's factories and warehouses (last revalued in 1994) are located 2km from Bandar Universiti Pagoh by Sime Darby.
2016-02-13 01:40 | Report Abuse
http://www.theedgemarkets.com/my/article/solarworld-wins-eu-extension-china-duties-malaysia-taiwan
Solarworld AG won a bid to have European Union tariffs on Chinese solar panels extended to Malaysia and Taiwan, after the EU found that China’s exporters used the two other countries to evade the levies.
2016-02-09 18:25 | Report Abuse
FOCUS ON INVESTING IN COMPANIES THAT HAVE COMPETITIVE ADVANTAGE. ONES THAT ARE ABLE TO SOURCE RAW MATERIALS LOCALLY SUCH AS RUBBER AND TIMBER/PLYWOOD. THIS CANNOT BE REPLICATED ELSEWHERE.
2016-02-09 18:00 | Report Abuse
Reasons to continue investing in export stocks:
letitgo you are a joke. Type so much but make very little sense. Do you ever ponder how small the Malaysian market is with only <30mil population?
If companies only sell their goods in the local market, that is such a limiting factor in terms of demand. Companies that are able to export are able to compete on a global scale against producers from all around the world.
If a country only produces goods that are exclusively consumed by its own population, money is just being recycled. A few individuals may be getting wealthier but not the country as a whole as there would be no inflows of funds.
Anyway lets see how stupid your points are:
1) Which company is not affected by electricity tariff hike?
2) and 3) China and US are the biggest consumers in the world, even if they grow by 1%, due to the enormous base, the absolute amount is enough to absorb much of the world's production.
4) Looks like you have been sleeping all this while. The Ringgit has been very volatile and if you assume it will continue one a one way path in strengthening you are kidding yourself. Year-to-date gain of less than 3% is nothing in such volatile trading. In any case, 4.15 to 4.00 is still very attractive for exporters.
5) Again which sector is not affected by minimum wage increase? One that employs all local labour? How cost effective is that?
6)
a) Would you dare to bet on an oil recovery? If so, you can buy Perisai or Hibiscus now.
b) What if Bank Negara reduces interest rates in Malaysia to counter slowing GDP? Thought of that?
c) Vietnam wage increase is long overdue and is still cheaper than China or Msian labour.
d) There are ones that are extremely undervalued as well.
e) The rich will spend in good times and bad.
2016-02-04 15:54 | Report Abuse
already gave my warning since few weeks ago
2016-02-04 15:15 | Report Abuse
still holding? time to let it go
2016-02-04 12:29 | Report Abuse
now you are getting on to something
2016-02-04 12:26 | Report Abuse
you can say whatever you want to say but the fact remains, after i say sell, the price goes down just look at my track record. so i advise you to be smart about this.
2016-02-02 15:26 | Report Abuse
hope you guys listened to me
2016-01-29 10:10 | Report Abuse
just look at kenanga and cimb la..they wont recommend you buying this stock...and they have access to management..already indicative of what is coming soon..suggest you sell now and keep your money and underwear
2016-01-29 10:09 | Report Abuse
just look at my track record of calling sell on stocks...80% right
2016-01-29 09:57 | Report Abuse
dont be the last one holding the baby...look at the price, gave back all the gains together with the usd/ringgit since nov...and falling further...sooo... sell
2016-01-29 09:50 | Report Abuse
dead already la...prospects bleak....cut loss before u are left with nothing
2016-01-27 08:54 | Report Abuse
Ya, when gov does compulsory acquisition, guess what the land price will be?
2016-01-26 07:41 | Report Abuse
choice of stocks and standard getting lower and lower..desperation?
2016-01-26 07:30 | Report Abuse
Don't make up nonsense:
"Warren Buffet likes Insiders & Directors Buying Company Shares With Their Own Monies."
2016-01-22 16:23 | Report Abuse
fundamentals mean nothing when there is a large, determined seller.
2016-01-21 16:01 | Report Abuse
EU loses WTO case, China could seek trade sanctions: http://www.reuters.com/article/us-eu-china-wto-idUSKCN0UX0DO
This is game changing for this company. No way they can compete with China products.
2016-01-21 15:56 | Report Abuse
not even director can save the company now
2016-01-15 17:39 | Report Abuse
if you harp on the same thing for long enough one day you will eventually be right lor. RM2.75m a quarter to spew some bs. quite nice life lor. nearly RM1mil on an investor day that serves no purpose. best fund manager in the world lor.
2016-01-15 16:16 | Report Abuse
Endless promoter. You buy, he sells. Look at Opcom, uptrend can't be sustained. Just a word of caution.
Blog: TOP 10 REASONS FOR BUYING YTL POWER (Calvin Tan)
2016-03-17 09:59 |
Post removed.Why?