Posted by HJey > 2014-01-22 16:41 | Report Abuse

Tan Sri really goreng kangkung

Posted by 1901 > 2014-01-22 16:51 | Report Abuse

past performance = future performance? benalec!

Posted by invest1818 > 2014-01-22 17:00 | Report Abuse

1901 describe benalec core business compare to Marco? You wearing a ship everyday? U using a ship everyday. Does Shipping business grows in tact with population? Please compare the free float share from benalec versus Marco. One super high compare to low free float. Your comparison doesn't make sense at all.

Posted by asamlaksa > 2014-01-22 20:16 | Report Abuse

Invest1818: I like your comment. When you are calculating the intrinsic value of shares don't forget you might be using a Casio Calculator distributed by Marco Holdings Bhd.

Posted by sky2 > 2014-01-22 20:36 | Report Abuse

Nice comment Invest 1818, infact I just sold my Ecofirs bought at 19sen and put the money in this company. As usual. the initial stage like Ecofirs is full of noises........with one or 2 wise comments like yours.

Posted by sky2 > 2014-01-22 20:40 | Report Abuse

That might explain why the bulk 80% of the investors are noise creators and most probably would not making any good money......

Posted by 1901 > 2014-01-22 22:48 | Report Abuse

don't forget the shoe you are wearing maybe made by XDL....

Posted by tjhldg > 2014-01-23 01:23 | Report Abuse

: )

Posted by invest88 > 2014-01-23 08:21 | Report Abuse

This is a good company. Can hold for long term. TP 0.25 within 3 months.

Posted by sky2 > 2014-01-23 09:44 | Report Abuse

Remember it is a Net Cash Co, and properties held ( fully paid ) might not be revalued upwards for a long time to reflect a true n better picture ....so it is undervalued in one way or another

Posted by Stock Operator > 2014-01-23 11:08 | Report Abuse

when will the next dividend come? their dividend doesn't seem to be consistent.

Posted by Stock Operator > 2014-01-23 11:14 | Report Abuse

2012 gave once. 2013 gave 3 times.

Posted by sky2 > 2014-01-23 12:40 | Report Abuse

If Macro gives 3 times ( dividends ) , others give only once a year, Macro is considered as bad and inconsistency ?

Posted by Stock Operator > 2014-01-23 14:11 | Report Abuse

hello friend... don't misinterpret what i'm saying. I have 2000 lots on macro, I also want it to head up. I'm looking at it's past history on it's dividend payout. 2012, one time. 2013 3 times. Not consistent as in the dates given and the amount of times given.
Little bit want to find people quarrel. Slept wrong side or nv take meds.

Posted by yoda88 > 2014-01-23 14:13 | Report Abuse

Marco is a good dividend pay master, I bought this stock just for the dividend play, better than your FD.

Posted by sky2 > 2014-01-23 14:50 | Report Abuse

Read here

顺势投资marco

现价：0.165
目标价：0.25
信心指数：65%
行业属性：消费股（手表，计算机，钢琴，数码相机）
同行本益比：15

投资看点：
1）手表部门，公司负责销售手表
包括casio，hush puppies ，dunlop，baby G等多项著名品牌
在2012年，配合公司40周年庆，推出多项新款式手表，而且拥有6家G Factory outlet

2）计算机部门，主要是销售casio calculator，在年报，公司明确写明计算机部门受惠于 1 malaysia book voucher

3）电子钢琴和数码相机部门，公司努力推出新款式的电子钢琴，以提升公司营业额

【营业额贡献】
～手表部门：60%
～计算机部门：20%
～电子钢琴和数码相机部门：10%
～其他：10%

【本益比】
单季净利：4.9million
把单季净利全年化，4.9*4=19.6million
以目前市值1.4亿，本益比：7.5左右

【现金】
持有0.38亿现金，0.02亿总银行贷款，属于net cash company

【股息】
公司这五年都有派发股息，这三年，公司非常慷慨，net dividend yield>7%
2011年：1.65分
2012年：1.20分
2013年：1.80分

【net profit margin】>14%

【ROE】>14%

【未来展望】
1 malaysia book voucher有望提升计算机部门的销售额
强劲品牌是公司最大的王牌

【情牵marco】
-我记得我人生第一支手表是baby G（是我舅舅送我的）
-我爸爸的手表都是casio（他说特别耐用）
-我上中学，第一架计算机是casio 350（additional math课要用的）

【抗跌性强】
257位股东持有90%的票
外面流动量不多
股价都徘徊在0.12-0.165
抗跌性强

【拥有2片土地】
公司拥有2片土地
1片位于setapak ，15acre，1995年以0.16亿买入，至今还未重估
1片位于melaka，2.5acre，1998年以0.13亿买入，至今还未重估
事隔18年，个人推算这两片土地目前市价超过1亿

【弱点】
1）warrant要到期，预计会冲淡公司净利25%
2）泰国水灾曾经导致公司supply chain出现问题，这次泰国政治动乱，不知会不会影响公司运作

【后语】本益比低，股息高，net cash company，roe和net profit margin维持在双位数，拥有强劲品牌，拥有两片非常价值的土地，是不可多得的二线优质消费股

共勉之

Posted by sky2 > 2014-01-23 14:51 | Report Abuse

Highlights :-

【拥有2片土地】
公司拥有2片土地
1片位于setapak ，15acre，1995年以0.16亿买入，至今还未重估
1片位于melaka，2.5acre，1998年以0.13亿买入，至今还未重估
事隔18年，个人推算这两片土地目前市价超过1亿

Posted by anthonylow > 2014-01-23 14:53 | Report Abuse

是不可多得的二线优质消费股 , so , buy & keep for long term.

Posted by sky2 > 2014-01-23 15:00 | Report Abuse

U have to buy more than 2000 lots, then only u start to comment that it is a good stock, otherwise all negative remarks here and there

Posted by sephiroth > 2014-01-23 15:27 | Report Abuse

by may, massive no of warrants gonna be converted to shares, good luck guys

Posted by Hustle > 2014-01-23 15:29 | Report Abuse

Who knows may be tomorrow she become Rolex official sales distributor :)

Posted by Stock Operator > 2014-01-23 15:48 | Report Abuse

the conversion of warrants to shares is also an issue.
some people buy few lots also comment all the way.. but it's their right. They are also shareholders of the company.

Posted by sky2 > 2014-01-23 15:56 | Report Abuse

Conversion of warrants got to pay money, my dear friend and Cash can be put to develop their 15 acres of land . It never be the end of the world just because of warrant conversion....

Posted by Stock Operator > 2014-01-23 16:06 | Report Abuse

what's a shadow thinker?

Posted by sleeplessguy > 2014-01-23 16:22 | Report Abuse

slow slow wait it explode, not persuit it temporary:)

Posted by KAHFIEHLAI > 2014-01-23 20:11 | Report Abuse

btw...This Anthonylow is man or LADY??? I see sexy girl picture as his identity???

Posted by KAHFIEHLAI > 2014-01-23 20:12 | Report Abuse

btw...about the share...Why the volume sudden surge so high???

Posted by ahbeng77 > 2014-01-26 23:39 | Report Abuse

KahFiehLai, most of Tan Sri Robert Tan's share volume went up before Thaipusam. Anyone got updates? PDZ, MARCO, GPA all high volume.

Posted by Stock Operator > 2014-01-27 17:53 | Report Abuse

if you're lucky, you would have bought some at discount today.
if you're extra lucky, you would have more discount tomorrow.

Posted by Stock Operator > 2014-01-28 15:16 | Report Abuse

volume gone.

Posted by sky2 > 2014-01-28 21:02 | Report Abuse

Ang Pao time :- 5% Gross Yield from Mark Gor

EX-date 11/02/2014
Entitlement date 13/02/2014
Entitlement time 05:00:00 PM
Entitlement subject Interim Dividend
Entitlement description Third Interim Single-Tier Dividend of 8% per ordinary shares of RM0.10 each
Period of interest payment to
Financial Year End 31/12/2013
Share transfer book & register of members will be to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no Bina Management (M) Sdn Bhd
Lot 10, The Highway Centre
Jalan 51/205
46050 Petaling Jaya
Selangor Darul Ehsan
Tel : (03) 7784 3922
Payment date 28/02/2014

Posted by Couture Kepong > 2014-01-28 21:46 | Report Abuse

walau big ang pau mari 15% dividen

Posted by GGmalaysia > 2014-01-28 23:01 | Report Abuse

wow 5% yield. not bad not bad. expected more goodies from this company later this year

Posted by miketyu > 2014-01-28 23:04 | Report Abuse

how much is 8 %? 0.008 sen?

Posted by Couture Kepong > 2014-01-29 01:10 | Report Abuse

more than reit dividen already
0.008 x 10000 lot = RM80.00
RM1600 dividen = RM80.00

Posted by sky2 > 2014-01-29 08:25 | Report Abuse

For those who claim to hold 2000 lots, nice dividends they would get ..It is only an interim dividend , could be a final one later in the year...

Posted by invest1818 > 2014-01-29 09:04 | Report Abuse

Awesome coy which rewards highly on stakeholders.

Posted by ahbeng77 > 2014-01-29 09:29 | Report Abuse

Couture Kepong you also have this counter?

Posted by ahbeng77 > 2014-01-29 09:31 | Report Abuse

hehe.... holding 15lots only but waiting for 3 years.... anyway, is good to wait....

Posted by Couture Kepong > 2014-01-29 09:40 | Report Abuse

haha yaya high dividen than reit much better low price & anti drop

Posted by Jason Lim > 2014-01-29 10:05 | Report Abuse

Casio brand is longlasting family brand.

Posted by Stock Operator > 2014-01-29 10:39 | Report Abuse

sky2, it's more than 2k lots now. About 2.5k lots. I bought on the dip @ .155.

Posted by 我♡江欣怡 > 2014-01-29 11:03 | Report Abuse

0.008 sen or 0.0008 sen, some one please explain.

Posted by 我♡江欣怡 > 2014-01-29 11:05 | Report Abuse

I had fallen into Fam Jenny's trap, bought CSL at 21.5 sen, which now down 1.5 sen....
But thanks to Macro which I just cincai bought at 15.5 sen, now up 1.5 sen.....

Thank you macro to compensate my losses at CSL.

Really regrettable fallen in trap and mis-claims by Fam Jenny at China Stationary Limited 5214.

Posted by chean1984 > 2014-01-29 11:13 | Report Abuse

8% of 0.10Sen = 0.008 Sen

Posted by sky2 > 2014-01-29 11:23 | Report Abuse

If u have 300,000 sh x .008 = rm 2,400 Ang Pow, more u buy more u get lah

Posted by sky2 > 2014-01-29 11:26 | Report Abuse

U cannot expect to buy 10000 sh , then wish to get rm 5000 ang pow

Posted by sky2 > 2014-01-29 11:28 | Report Abuse

BTW it is gross , meaning before tax ....

Posted by member41 > 2014-01-29 11:34 | Report Abuse

No tax... is single tier... each share you get 0.8sen div.

Posted by sky2 > 2014-01-29 11:56 | Report Abuse

OK lah ,No tax is even better