Posted by Stockvester > 2019-03-08 12:12 | Report Abuse

why one should bet market leaders while investing stocks

https://www.moneycontrol.com/news/business/personal-finance/why-one-should-betmarket-leaders-while-investingstocks-1016733.html

Posted by goodiewilly > 2019-03-08 12:57 | Report Abuse

联圣
交易平台方案领头羊
http://www.enanyang.my/?p=1192845

Posted by Speed123 > 2019-03-08 17:28 | Report Abuse

with all this good news, want limited up . sap sap sui
too bad .. boss dont know how to play goreng..
sad

Posted by goodiewilly > 2019-03-08 18:05 | Report Abuse

Sifu Speed123, you are right, but the boss was so yaya and promise people at RM5 this year...not even know how to push limit up, how to give promises?? Sianzzzz

Posted by commonsense > 2019-03-11 14:03 | Report Abuse

This is actually a very good company that has been able to deliver both the revenue and profit growth to its shareholders. Excluding all the non-recurring items, FY18 profit to shareholders would have been around RM17 mil instead of the reported profit of RM13.1 mil. This represent a 5 years average profit growth rate of more than 20% (when compared to FY13 profit of only RM6mil).

That being said, at the current share price, the company is already being valued at a high PE of 39.6x which indicates that any future profit growth would have already been represented by the current share price. Any disappointment in earning growth would potentially have a negative effect on it.

If you are looking to hedge your portfolio outside of N2N (due to its relatively high valuation), I would recommend you to look at MBMR. (https://klse.i3investor.com/servlets/stk/pt/5983.jsp)

MBMR is a direct proxy to Perodua via its 22.6% interest in the company. Valuation is cheap at only 6.1x PE based on FY18 profit of RM166mil. PB is low at only 0.7x BV.

FY19 should deliver another profit growth year to the company. Profit growth will again be driven by the performance of Perodua (via MBMR 22.6% holdings in Perodua) from the still strong sales of new Myvi, sales of SUV Aruz and the introduction of the newly revamp Alza sometime in the 2H19. Aruz which commands a higher margin compared to other models, will help improve the total profit margin of Perodua (which will flow to MBMR’s bottom line as well).

MBMR is expected to achieve a profit of RM200mil in 2019. At the current share price, the company is being valued at only 5.0x which is a lot lower than the industry average of 15x PE. As an example, UMW (another company with exposure to Perodua) is currently trading at a PE multiple of almost 20x.

Good luck.

Posted by Newplayer286 > 2019-03-14 12:13 | Report Abuse

I also holding this stock for long. Anyone think when will explode?

Posted by ikah2000 > 2019-03-20 10:38 | Report Abuse

i hold this stock too,...

Posted by pang72 > 2019-03-20 12:05 |

Post removed.Why?

Posted by Newplayer286 > 2019-03-20 15:18 | Report Abuse

How how how? Keep dropping

Posted by goodiewilly > 2019-03-20 22:26 | Report Abuse

Go Holland to sell salted eggs lor...only the boss sold millions at 1.40...think pun very Dulan...WTF..angry

Posted by goodiewilly > 2019-03-20 22:27 | Report Abuse

Now he n his wife can cleared all from little ikan bilis now. Imagine sold 1 40 n collected back from 86 -95..bursa never bother how con ful is this con management

Posted by chesslim > 2019-03-21 00:21 | Report Abuse

if < 0.75, all in.

Posted by Newplayer286 > 2019-03-21 15:08 | Report Abuse

Goodiewilly, u angry also useless. Don’t u see only both of us here are talking lol

Posted by goodiewilly > 2019-03-21 21:46 | Report Abuse

anyone can understand the rationale behind the 20 March announcement ? good chance to fly ? Dive ?

Posted by goodiewilly > 2019-03-21 21:47 | Report Abuse

i Think japanese must be si beh dulan

Posted by hornbill > 2019-03-23 10:09 | Report Abuse

just internal share ownership transfer..right hand to right hand.

Posted by Newplayer286 > 2019-03-25 10:45 | Report Abuse

Everyday drop so will drop until 0.60?

Posted by Veron_teo > 2019-03-25 11:48 | Report Abuse

because the price will fly to 1.8 if the japanese bought from open market which the boss dont want it to happen.

Posted by wiki123 > 2019-03-25 11:51 | Report Abuse

not necessarily...

see AEON and AEONcredit... they fly like nobody business...

Posted by goodiewilly > Mar 21, 2019 9:47 PM | Report Abuse

i Think japanese must be si beh dulan

Posted by goodiewilly > 2019-03-25 16:32 | Report Abuse

con man counter..owners sold at 1.40 for multiple millions shares whereas ikan bilis at the market at 83 cents, Bursa never bother.

Posted by goodiewilly > 2019-03-25 16:33 | Report Abuse

they can collect back slowly from the market from 83 cents..all the ways back to 110 and yet still make millions and millions....con man.

Posted by goodiewilly > 2019-03-25 16:33 | Report Abuse

now81.5///tomorrow 70..wtf

Posted by hornbill > 2019-03-25 20:33 | Report Abuse

End to end

Posted by Veron_teo > 2019-03-25 21:27 | Report Abuse

sorry guys, looks loke will heading to 0.6 before a rebound

Posted by hornbill > 2019-03-27 13:57 | Report Abuse

What happen to this counter any bad news

Posted by Newplayer286 > 2019-03-27 14:54 | Report Abuse

This counter ni no ni no...ambulance needed.

Posted by Dan Mohd > 2019-03-27 22:51 | Report Abuse

Malaysia baru

Posted by hornbill > 2019-03-28 00:36 | Report Abuse

Should have support at 80sen after company announced share buy back.

Posted by goodiewilly > 2019-03-28 10:43 | Report Abuse

finally see signs of moving up..SBB lar..so easy

Posted by goodiewilly > 2019-03-28 11:02 | Report Abuse

SBB comes in, you see 90

Posted by hornbill > 2019-03-28 12:16 | Report Abuse

Very obvious pass few drop is purposely push the price down

Posted by Newplayer286 > 2019-03-28 14:47 | Report Abuse

If share buy back when they sell off is there any notification?

Posted by goodiewilly > 2019-03-28 23:11 | Report Abuse

they collect cheap and sell high to Japanese

Posted by Speed123 > 2019-04-05 10:45 | Report Abuse

buy buy buy

Posted by Varcity > 2019-04-07 12:10 | Report Abuse

Value Investing Idea N2N - https://youtu.be/rliRhBbH_gA

Posted by goodiewilly > 2019-04-07 14:28 | Report Abuse

hopeless counter despite great BUY recommendations from IBs, why ? selfish and arrogant owners, sold at 1.40 for million shares and now collecting back at 80-90 level..all ikan bilis and retailers, you all died lar...salted fish

Posted by goodiewilly > 2019-04-07 14:29 | Report Abuse

Joke of company SBB, one day from 80-83..now still 80.....WTF

Posted by goodiewilly > 2019-04-07 14:30 | Report Abuse

sifu speed123..you trapped badly lar...keep and keep and keep lor....like me...years already

Posted by goodiewilly > 2019-04-07 14:30 | Report Abuse

they will tell you 2019 end or 2020 be good...wait lor...so wait lor

Posted by Newplayer286 > 2019-04-08 10:47 | Report Abuse

Share buy back also not going up but keep going down. See how much they can keep buying as many people rather throwing and switch to other counter

Posted by DarKLoRD888999 > 2019-04-08 16:41 | Report Abuse

GGing?

Posted by Speed123 > 2019-04-08 17:12 | Report Abuse

goodiewilly cut lose jor lo.. after cny..
but now seem like bottom line. i hope la..

Posted by goodiewilly > 2019-04-08 17:34 | Report Abuse

big projects i know, but just owners are selfish...IBs recommended, wont be wrong too much

Posted by goodiewilly > 2019-04-09 16:48 | Report Abuse

seems not bottom yet...owners have yet to accumulate back of those they have sold at 1.40....60 cents profit on accumulation....wtf...sucxxx

Posted by Speed123 > 2019-04-11 09:12 | Report Abuse

hehe. bottom line is 0.8
good support

Posted by 劉尹光 > 2019-04-15 16:41 | Report Abuse

what happen to this counter? please advise

Posted by goodiewilly > 2019-04-15 17:02 | Report Abuse

nothing happened. It just that the owners have sold millions of shares at 1.40, they need time to accumulate back at low price. just wait lor, the owners is dam selfish and con

Posted by mywb > 2019-04-16 13:18 | Report Abuse

Buy now because this stock going to main board soon

Posted by 陈田丰 > 2019-04-16 16:30 | Report Abuse

How u know? Insideer tips?

Posted by Speed123 > 2019-04-16 17:10 | Report Abuse

this MB things i heard since before CNY.
kena trap 99