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2017-06-13 22:02 | Report Abuse
I've no complaint about ESOS. ESOS has its positive as well as its negative aspects. Through 2016-2017, I've observed that RCECAP has effectively leveraged on it to sustain the counter's dynamism during market lows while at times to keep price at desired levels without sacrificing its value.
2017-06-13 20:06 | Report Abuse
Yes. The 400,000 ESOS are priced at a bloody LOW of 0.64 sen only!
2017-06-13 19:58 | Report Abuse
Jefflim1234, 大阳烛 - I think refers to candle in TA. But, the context in which 大阳烛 is used in the phrase is too brief to get a more definitive meaning. As to date, I've not read and interpreted any TA terminology in Chinese yet.
I must humbly admit I've hit the bottom line of my limitations. Ha, ha, ha.
2017-06-13 19:24 | Report Abuse
The problem with institutional investors is, owing to the huge funds at their disposal, each time they buy or sell they cause unsettling price waves.
2017-06-13 16:27 | Report Abuse
Something Brewing On 14 June
RCECAP management announced at Bursa 400,000 shares under ESOS will be listed tomorrow.
What will be the impact like, let us see.
2017-06-13 16:11 | Report Abuse
Generally, their manufactured products are specialty products, roofing products, aluminium foil products with strong market presence underpinned by tradenames like PAYUNG & TOMSPAN.
The specialty products are plate, flat sheet, coils, stucco embossed sheet/Coils, painted Sheet/Coils, cladding sheet, composite panel, capacitor coil & closure sheet.
Roofing products are corrugated Sheet - ‘PAYUNG’ – 7C & 11C; Industrial Profile Roofing Sheets
‘7P’, ‘Alrib’, ‘Comspan’ ; available in stucco-embossed; Painted Finished and Roofing Coil
Their aluminium products are finstock - bare & coated, cable foil, plain foil, diaphragm foil (lacquered)
Alcom is a major player in the fin stock segment, supplying to most of the leading manufacturers in the air-conditioner market across Asia and Europe. Some other segments include building and construction, packaging, cables and various other industries. (Excerpt from Annual Report 2017)
2017-06-13 11:54 | Report Abuse
TheContrarian, I don't think ALCOM is selling the same products as LB Aluminium. They are primarily engaged in the manufacturing and trading of aluminium sheet and foil products.
2017-06-13 01:53 | Report Abuse
My experiences in various counter forums have taught me to read and deduce conclusions beyond what means the eyes. Still remember the "Disruptor Factor" in MAA?
2017-06-12 23:52 | Report Abuse
TheContrarian, appreciate your friendly reminder.
2017-06-12 20:38 | Report Abuse
To provide LPTan68 some companionship, I've to switch language selection to simplified Chinese with the help of PLECO app and Google Translate. (Ha, ha, ha) Basically, I'm English-educated but can speak Chinese with decent listening comprehension. However, I'm versed in the pinyin input system.
2017-06-12 20:27 | Report Abuse
First, thanks Jefflim1234 for joining us and contributing valuable comments. Our LPTan68 would be a very happy person. He has remarked earlier that despite Alcom share price having gone up sharply, not many people are sharing their comments.
Following the threads of this forum, you would have noticed that these days the forum are as if being "monopolized" by LPTan68 and I. Ha, ha.
2017-06-12 20:07 | Report Abuse
Darrenliew, a big LIKE
[ It is all our hope that as we gain more knowledge through sharing of info in this Forum we will all be better equipped to make better investing decisions and become more successful/happy investors ]
Objective views well-substantiated with relevant data underpinned by rational elaboration and contention.
Another enlightened page in the log of my learning curve.
Thanks to everyone here.
2017-06-12 13:40 | Report Abuse
TheContrarian, above everything else, I think we share a common ground of preparing the financial foundation for our retirement, peers in tapping the wealth of the country through Bursa Malaysia, sharing views in KLSE.i3investor.com except that you're in the private sector whilst I'm in the civil service.
2017-06-12 12:44 | Report Abuse
I guess your auditing experiences must have greatly facilitated your understanding of a company's valuation and how to optimize it from an investing perspective.
More amazing is the wealth of cross-disciplinary network information you are able to draw from to complement an investing decision.
During our forum days in MAA, I discovered how formidable you are in corporate rules and regulations and statutory procedures.
I must admit I'm no match for you in these aspects. I learn a lot from the views and comments in forum discussions.
2017-06-12 09:11 | Report Abuse
Ha, ha. Really know Affin inside out, from within and from without.
2017-06-12 07:33 | Report Abuse
[...因为很少人出来分享,股价上的那么高,也没什么人说话话.]
我认为不是没人想要出来说说话,因为大局已经为定了。没什么好谈,只有依照ALCOM的Circular to Shareholders 里面建议及计划于进行而已。可以说,谁有ALCOM股情况是好想Beli, Goyang Kaki, Tunggu Duit Mari 不必去烦恼。还有,可能有些人比较喜欢保持低调的身份。
2017-06-11 22:37 | Report Abuse
GENUINE GOLD will show its intrinsic brilliance and value over time.
2017-06-11 22:35 | Report Abuse
I'm on the same page with you. Don't worry too much. Just need a little extra boost of endurance and patience. All the ingredients for an outperformance are there. It just needs the ultimate ingredient, TIME. RCECAP is GENUINE gold not GOLD-PLATED gold.
2017-06-11 18:19 | Report Abuse
My humble beginning in Bursa was way back in 2013. My objectives are to prepare myself for my retirement. I want to grow my accumulated assets to sustain a decent retired life but with reasonably good financial freedom. My first bonanza was successfully acquiring 20,000 units of 7-Eleven IPO. Earned comfortable profit from 7-Eleven.
Comparative to your extensive experience, my trading efforts are but baby steps only. Still on a learning curve about the intricacies of investing. Mainly investing in stocks but not warrants, futures, etc. Apart from stocks, I dabbled in unit trust investments, gold & silver, money market.
2017-06-11 14:49 | Report Abuse
I suppose it is viable to take some positions in Affin at this point of time to leverage on a merger possibility, isn't it?
2017-06-11 14:42 | Report Abuse
No wonder the ease with which you have a firm grasp of the vital financial ratios of a company, the crisp clear cut dissection of a company's financial statement and the data forensics to make assertive assessments and evaluations. My early presumption is finally vindicated.
2017-06-11 12:30 | Report Abuse
Would you in any way has been professionally trained in business, economics and finance?
2017-06-11 08:09 | Report Abuse
From your easy going and generous sharing of investing views and comments, I take it that you must have been trading for many years and also well-versed with financial and economic systems.
2017-06-11 00:26 | Report Abuse
But, it seems that your weightage on financial or related ones.
By the way, you are out of hospital now.
2017-06-10 23:47 | Report Abuse
TheContrarian, you seem to be present in many counters. You must have wide-ranging holdings in many stocks, I suppose.
2017-06-10 20:31 | Report Abuse
大家一起加油吧! ALCOM 万岁万万岁。大家的钱包才有多多水。哈哈哈。星期二再见。
2017-06-10 19:55 | Report Abuse
heng0202, cool brother. I understand your strong sentiment and confidence in RCECAP. So, do I. Some of us are not so technically verse. Taking the chart from KLSE Screener, some may interpret the MACD (26,12) per se without complementing with other indicators like SMA, RSI, etc.
2017-06-10 16:22 | Report Abuse
[过多好股,没什么子弹。。才是真的要命]
你说了非常正确。所以我们必要有很好的财务处理方式。平时,我会集中在两至三个好股而已。由此这些股价变通同一时在破发。
2017-06-10 15:52 | Report Abuse
MAA comes under a technical PN17 because it sold off its core business Takaful insurance interests to Zurich Insurance for a substantial profit. The proceeds were shared with the shareholders by way of a special dividend of 0.35 sen.
Despite QoQ earnings have been negative, MAA never fails to give dividend periodically because it is CASH rich. It is currently trading at a big discount (Fri 0.86) to its NTA of 1.8543.
Dividend declared 1QR ending 31 March 2017
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5439857
2017-06-10 01:02 | Report Abuse
I've similar experiences in RCECAP, MAA, PMCORP. But, ALCOM is the best so far, offering a total of 52.5 sen per share.
2017-06-09 19:59 | Report Abuse
MMSV is a good stock. But, I'm not so confident of the management. Many of its peers have outperformed MMSV. MMSV cannot effectively leverage on its product supply to Apple. Furthermore, the management is rather stingy. The CEO, instead of sharing profits with shareholders, decided to invest them in unit trust funds. He should take lessons from ALCOM on special dividend and cash repayment.
2017-06-09 19:41 | Report Abuse
When ALCOM crossed 1.81, I would've made profits big enough to cover the total of special dividend and cash repayment (RM525) even before the ex-dates of 3 July and September. Beyond 1.81, it's bonus for holidays, Parents Day, Family Day, Mooncake Festival, etc.
2017-06-09 14:42 | Report Abuse
LPTan68, may I suggest that you write a new theme song for ALCOM. How about the title 再破新高? Ha, ha, ha.
2017-06-09 14:38 | Report Abuse
zoomsbooms, your golden mouth. Unbelievable but true, ALCOM broke through multiple price levels to an all-time high 1.82 before it breaks for the morning session.
2017-06-09 09:35 | Report Abuse
ALCOM is wonderful these 2 days. Yesterday's High 1.71 & today's early High 1.75. Can reach 1.80?
2017-06-06 19:37 | Report Abuse
Whoa, LPTan68 sounds so confident.
2017-06-06 19:02 | Report Abuse
Yes, bjaya. All the feel good factors are there. A temporary headwind in the form of contrarian market sentiments. Time is the ultimate witness to an explosive rally when headwind reverses as tailwind. Patience is GOLD.
2017-06-06 14:18 | Report Abuse
gcke, thanks for your valuable input.
2017-06-06 12:22 | Report Abuse
Firefox, refer The Edge Weekly, Brokers' Digest, [CAPITAL] p. 52.
"Valuations are still undemanding with the stock trading at an attractive calendar year PER of 7.8 times and 1.2 times book, despite a high return on equity of 17%. After the earnings upgrade, our new target is raised from 1.95 (to RM2.10)
2017-06-06 00:05 | Report Abuse
Sharewanderer, LIKE. So, there should be some sort of price movement tomorrow.
2017-06-05 20:54 | Report Abuse
ahhuat02, sokong sama lu. Hi, hi, hi.
Stock: [ALCOM]: ALCOM GROUP BERHAD
2017-06-14 10:16 | Report Abuse
Jefflim1234, 大阳烛=positive (symbolic sun); 大阴烛=negative (symbolic moon)