Posted by usry > 2012-06-22 09:13 | Report Abuse

nubhan theNewbie: good strategy..

Posted by Nubhan The Newbie > 2012-06-22 15:18 | Report Abuse

yessss, Favco flying.

Posted by Nubhan The Newbie > 2012-06-22 15:40 | Report Abuse

New portfolia , Smartag small lots, WCT-WB big big lots. Hold and patience.

Posted by nubhan . > 2012-06-25 09:06 | Report Abuse

Good day today ! Today we will see Favco will try to break 1.60. WCT-WB of course will fly and Smartag for 3 to 4 months investment.

Posted by nubhan . > 2012-06-25 09:37 | Report Abuse

As expected, favco broke 1.60 already and WCT-WB flying with the winddd...

Posted by nubhan . > 2012-06-25 10:24 | Report Abuse

Sold Favco @ 1.62 . All hands now on WCT-WB .

Posted by nubhan . > 2012-06-25 16:13 | Report Abuse

New portfolio, Ivory-WA. Purchased just now at 0.19 . Hold for mid or long term , expiry 2017.

Posted by nubhan . > 2012-06-25 21:10 | Report Abuse

28 June EU Economic Summit will be held in Brussels. This is major event in Europe and i expect stock market will go in red in these 3 days. My strategy is Buy on weakness.

Posted by yewkhian > 2012-06-25 21:18 | Report Abuse

nubhan: u a Great !! follow u!

Posted by John Yap > 2012-06-25 21:24 | Report Abuse

Good. will do.

Posted by yfchong > 2012-06-25 21:57 | Report Abuse

Will do if so.......then the sentiment will be drowsy...........

Posted by nubhan . > 2012-06-26 19:52 | Report Abuse

added small lots of WCT-WB and Smartag today.

Posted by nubhan . > 2012-06-26 20:49 | Report Abuse

europe stock market looks very volatile. Swings everywhere.

Posted by fandi > 2012-06-26 21:51 | Report Abuse

Watch out for Glomac and Kumpulan Fima tomorrow!!!!!!

Posted by nubhan . > 2012-06-27 09:50 | Report Abuse

why? any fundamental issue u would like to share ? :)

Posted by nubhan . > 2012-06-27 10:35 | Report Abuse

Bought Muhibah today at 1.04.

Posted by bliss > 2012-06-27 10:38 | Report Abuse

u bot muhibah for longterm ?

Posted by nubhan . > 2012-06-27 10:43 | Report Abuse

i bought muhibah to ride it until 1.20.

Posted by bliss > 2012-06-27 10:53 | Report Abuse

wait for tech rebound ?

Posted by nubhan . > 2012-06-27 11:07 | Report Abuse

it will go back to its original price.

Posted by bliss > 2012-06-27 11:12 | Report Abuse

tks ... will buy sum

Posted by nubhan . > 2012-06-27 11:14 | Report Abuse

TRADE AT YOUR OWN RISK BROTHER/SISTER

Posted by Namoyaki Takarajima > 2012-06-27 11:27 | Report Abuse

Nubhan, siap ada average down TP lagi. BIMB dah jual ker belum, still HOLD?

Posted by nubhan . > 2012-06-27 11:28 | Report Abuse

ooo yg atas tu semua dah setel jual dah takdo dah. tinggal IRIS jek.

Posted by Namoyaki Takarajima > 2012-06-27 11:33 | Report Abuse

bahaya tu, kena letak tarikh setiap satu, nanti ada traders yg lain confuse, penat you nak explain nanti.

Posted by nubhan . > 2012-06-27 11:34 | Report Abuse

btul juga tu.

Posted by Ri Jenn > 2012-06-27 11:35 | Report Abuse

why muhibah drop so much?

Posted by nubhan . > 2012-06-27 11:38 | Report Abuse

One company owed Muhibah so much money but cannot pay at the moment. Muhibah shares drop because on paper, this will effect them financially.

Posted by Ri Jenn > 2012-06-27 11:41 | Report Abuse

oh ic you are great :D

Posted by Namoyaki Takarajima > 2012-06-27 11:41 | Report Abuse

Nubhan, Cadangan: You boleh buat list tu by Q1,Q2,Q3,Q4. So BIMB, GASMSIA & SKPETRO Beli Balik tak? (BUY BACK)

Posted by Ri Jenn > 2012-06-27 11:42 | Report Abuse

mitra?

Posted by Ri Jenn > 2012-06-27 11:42 | Report Abuse

muhibah need to hold for long term or short term?

Posted by nubhan . > 2012-06-27 11:44 | Report Abuse

Namo : Belum beli lagi. Semua fund dah fully loaded kat Smartag, WCT-WB, Iris, Muhibah.

Take a rest a month or 2 nmpaknya.

Posted by nubhan . > 2012-06-27 11:45 | Report Abuse

Ri Jenn. I dont know long or short term. My target is 1.20

Posted by richman > 2012-06-27 11:49 | Report Abuse

collect rsawit-cb bottomed at 7cts high since listing 18.5cts ex price 93cts conversion 2:1.if rsawit moves today or even tomorrow then uget to see alot of upside.good luck

Posted by Ri Jenn > 2012-06-27 11:52 | Report Abuse

thx :D

Posted by aunloke > 2012-06-27 12:50 | Report Abuse

For long term Mutico can be considered , Q3 is coming out the latest end of June, should give 3Q a total of about 18 sen and hence full year EPS of about 25 sen. First interim of 3 sen paid and a final dividend of at least 3 sen can be expected , with today's price the forward PE is only 119/25=4.76.

Posted by najib > 2012-06-27 13:19 | Report Abuse

Why Kumpulan Fima?

Criterias for a good company:-

(1) Low P/E below 9
(2) High Dividend Yield at least 4%(better than FD)
(3) Net Cash
(4) Trading below NTA
(5) Solid trend of profit growth for the past few years and the profit can be sustained.

and Kfima definetly fulfilled the above conditions:-

(1)P/E= 5

(2)Dividend yield 4.3% ( Current share price RM1.85/dividend per share RM8 sen/share =RM1850/80)

(3) Net cash =RM255 million or 90 sen per share

(4) NTA 2.05 and the share price is RM1.85

(5) Decent profit growth for the past 5 years.
(You can check Bursa announcement)

(5) The company NTA can easily increase by RM30 sen every year and net Cash by RM30 million every year. So if the company NTA and net cash keeps increasing, it is a matter of time that the share price will relect the strong fundamental of the company

Look at the business of the company:-

(1) Plantation -Sure win business since the CPO price still above RM3,000 and the cost per tonne is around RM1,500, so easily the cost per tonne profit is RM1,500

(2) Printing-----Print money for government and this is monopoly business

(3) Food Business -Needless to say no matter good or bad we still have to eat.

Posted by KC Loh > 2012-06-27 13:39 | Report Abuse

@Najib, good concise write-up. And good eye opener for me. Never bothered with this stock before. Thanks bro

Posted by fandi > 2012-06-27 13:51 | Report Abuse

I could not find fault with Najib's (wow same name with our PM !!!!)write up as I have checked Kumpulan Fima's announcement to Bursa and the company's quarterly report.

Most of the time, we see people promoting their stock without given solid facts.

This time Najib lead the way!!!!!!

Posted by nubhan . > 2012-06-27 14:01 | Report Abuse

KFIMA is ok . Earning per share increase every year. Good management.

Posted by manahin > 2012-06-27 14:02 | Report Abuse

PWROOT, cheap 50+ cents, profitable co.,good div..buy and keep!

Posted by Najib Zamry > 2012-06-27 14:03 | Report Abuse

KC, must do homework before one invest.

The company must show strong growth and have solid cash to weather bad time.

I will not compromise on this principle.

Posted by KC Loh > 2012-06-27 14:20 | Report Abuse

Hi Najib Z.

KFima should grow if it keep consistent performance in the long run. Value is always reflected in its price.

a simple calculation to me shows that its fully valued without a margin of safety currently for me to dive in. I will look for other stocks at the moment to capitalize on returns but will return to this counter if the opportune time comes.

Thanks for the write up. at least i know there is a solid stock still lurking around but escaped my radar.

Posted by aunloke > 2012-06-27 14:26 | Report Abuse

As I said it before, for Kfima it will be hard to get at this price once the ESOS shares of certain weak holders are cleared.

Posted by Najib Zamry > 2012-06-27 14:27 | Report Abuse

KC,You are welcome.

Btw, do you mind to share to me why you said that K.Fima is fully valued?

How do you derive the calculation?

Posted by KC Loh > 2012-06-27 14:35 | Report Abuse

@najib, Reflected on PE of 6.7x and DY (ttm) at 3.61

Posted by KC Loh > 2012-06-27 14:43 | Report Abuse

and i have this worry about CPO commodities valuation. My calculation always on the higher side and also needs a margin of safety. of course, in saying that, more research to be done with this stock since i came to know it momentarily ago.

Posted by Namoyaki Takarajima > 2012-06-27 14:45 | Report Abuse

Good Job! Thanks for sharing Najib Zamry. Apart from food business, are investing somewhere else/other counter?

Posted by Najib Zamry > 2012-06-27 14:46 | Report Abuse

KC,what is DY at 3.61?

Btw, EPS for Kfima is 30.7sen so at current share price 1.86 is P/E 6.

Please do let me know if you can find one cash rich company company with p/e 6 and have excellent potiental growth. I also want to invest.

Sharing is blessing!!!!