Posted by didi2005 > 2017-08-29 18:57 | Report Abuse

This quarter new record high, 10mils....loss...

Posted by lkoky > 2017-08-29 19:22 | Report Abuse

value trap gao gao

Posted by Patron > 2017-08-29 19:30 | Report Abuse

beware of high NTA counters. it will stay there longer than you think. if you think you are smarter than Market, think again.

Posted by yfchong > 2017-08-29 20:05 | Report Abuse

Awb.........help

Posted by acevent > 2017-08-29 20:11 | Report Abuse

this is a good opportunity to buy or add on

Posted by jevia > 2017-08-29 22:07 | Report Abuse

no hope at all in AWB only depend on major customer PETRONAS, management no action on looking for new contract, better sell it. one off impairment loss better than continue red in this segment. all segment profit still unable cover the O&G segment loss.

Posted by yfchong > 2017-08-29 22:09 | Report Abuse

Joke of the year.... business without revenue on AWB...??

Posted by calvintaneng > 2017-08-29 22:18 | Report Abuse

Posted by alexchoong > Aug 25, 2017 02:20 PM | Report Abuse

@calvintaneng

First of all, appreciate the insightful investment articles that you’ve written over the years. Keep up the great work!

Are you currently following EKSONS (9016)? FYI, this company has businesses in plywood manufacturing and property development. The company has mills located at East Malaysia (i.e. near sources of timber supply at Sibu & Tawau ‘http://www.eksons.com.my/t_factory.php’).

The current price is at RM0.91 (25 August 2017) vs NTA of RM2.89 (approx. 3 times). Also, noticed that Mr. Lim Pei Tiam (i.e. one of the 30 largest shareholders) has increased his shareholding from 1,006,200 shares / 0.61% (as of 30 June 2016) to 3,364,700 / 2.05% (as of 5 July 2017).

Appreciate your thoughts in the potential of this company, should you be interested. Thanks in advance.

Alex Choong,

I once bought into Ekson when Johor Sifu highlighted its shop[house called THE ATMOSPHERE south of KL. That was quite some years ago. And we took profit on Ekson when prices surged. Since then I have not followed up on this stock. I think at current low price Ekson with its high NTA do offer some value.

AND HI GUYS,

If you look at the overall performance of WTK this quarter it is actually ok.

Why so?

Let me explain further. Stay tuned....

Posted by smartbeng > 2017-08-29 22:29 | Report Abuse

ALL segments are PROFITABLE...the NTA drop 0.04sen but shares price already discounted more than that, the 0il and Gas Segment still in initial growth investment stages, look at the full financial reports. this counter good for value investing investor.

Posted by calvintaneng > 2017-08-29 22:37 | Report Abuse

correct

all segments are profitable except o&g drag down the performance

plantations did very well as it jumped from rm6.9 millions to rm16.7 millions from 1sr qtr of 2016 to 1st qtr of 2017

TIMBER ALSO DID WELL.

AND GOING FORWARD BOTH OIL PALM & TIMBER SHOULD CONTINUE TO DO WELL

NOW ONE EXCEPTIONAL ITEM IS

THE CASH HOARD OF WTK

WTK HAS RM396 MILLIONS CASH NOT COUNTING ITS OTHER INVESTMENTS AND ASSETS

DEBT IS ONLY RM235 MILLIONS

OVERALL WTK IS STILL ROCK SOLID. THE SOLD DOWN DUE TO FAMILY DISPUTE PRESENTS US A WONDERFUL OPPORTUNITY TO BUY CHEAP

CHEERS

Posted by ipodkaki > 2017-08-30 06:49 | Report Abuse

If I were ever go to their AGM, I will ask the management at their face why don't just sell the stupid oil n gas business. What is the point to keep it and lose every quarter.

Posted by atika > 2017-08-30 08:54 | Report Abuse

Current qtr NTA drop only 0.04sen but market d purnished the share price 32sen due to uncertainty for the qtr earning. but many investors queitly Collecting frm time to time can see frm the trend.

Buy Low Hold Sell HIGH strategies !

Posted by atika > 2017-08-30 09:06 | Report Abuse

But i have to agreed to u all WHY BUY NOW? Wait until price become stable or any Positive development only ENTER ...cost its CHEAPER and Less RISKY

Posted by Eagle_T > 2017-08-30 10:38 | Report Abuse

High possible another RM10m loss from Alanya Marine Ventures for next quarter....

Posted by yfchong > 2017-08-30 11:32 | Report Abuse

no revenue.. 21mil.... fr awb

Posted by yfchong > 2017-09-02 06:29 | Report Abuse

the management has to decide on this.....

Posted by lcng123 > 2017-09-03 23:37 | Report Abuse

have to dispose oil & gas business otherwise will continue bleeding

Posted by yfchong > 2017-09-04 13:25 | Report Abuse

just take a one off impairment. with 25k hectare n mill

Posted by beso > 2017-09-04 15:59 | Report Abuse

next q will be another impairment due to o&g other segments doing good won't be able to cover the huge loss in o&g at least till 2018

Posted by sentohwan > 2017-09-05 12:11 | Report Abuse

all sifu here, any further impact after sarawak increase timber rates? http://www.themalaymailonline.com/malaysia/article/sarawak-raises-hill-timber-charge-6250pc#ziJtSswidB41L5uZ.97

Posted by calvintaneng > 2017-09-08 02:30 | Report Abuse

WTK

TOTALLY OVERLOOKED AND OVERSOLD.

THIS IS NOW TIME TO BUY LOW!!

YESSS!

BUY LOW AND SELL HIGH.

Posted by yfchong > 2017-09-10 19:10 | Report Abuse

ok ok rocket rocket

Posted by Pual > 2017-09-11 11:19 | Report Abuse

buy at your own risk...really risky stock...

Posted by yfchong > 2017-09-11 13:27 | Report Abuse

in the cold storage now..

Posted by Patron > 2017-09-11 13:57 | Report Abuse

Tan Eng sitting with 30% MTM losses. But it's ok since he only has 1 lot.

Posted by smartbeng > 2017-09-11 23:37 | Report Abuse

insider is selling...selling with high volumn START, RUN!!!

Posted by rmjkl > 2017-09-12 08:43 | Report Abuse

Kounter nadi guna/ Hari hari nurun jak.

Posted by paperplane2016 > 2017-09-12 13:51 | Report Abuse

2016
Jan-16 Log : 41,674 m3, FFB:2,851.00mt
Feb-16 Log : 44,964 m3, FFB:2,720.95mt
Mar-16 Log : 48,844 m3, FFB:3,574.57mt
Apr-16 Log : 38,290 m3, FFB:3,755.42mt
May-16 Log : 41,003 m3, FFB:4,439.71mt
Jun-16 Log : 41,528 m3, FFB:5,592.60mt
Jul-16 Log : 60,390 m3, FFB:5,462.20mt
Aug-16 Log : 57,770 m3, FFB:5,706.89mt
Sep-16 Log : 52,921 m3, FFB:5,818.68 mt
Oct-16 Log : 55,012 m3, FFB:5,585.73 mt
Nov-16 Log : 52,259 m3, FFB:5,119.32 mt
Dec-16 Log : 58,886 m3, FFB:4,891.82 mt

Posted by paperplane2016 > 2017-09-12 13:51 | Report Abuse

2017
Jan-17 Log : 28,909 m3, FFB:4,720.41 mt
Feb-17 Log : 46,646 m3, FFB:4,623.16 mt
Mar-17 Log : 53,576 m3, FFB:5,513.11 mt
Apr-17 Log : 48,630 m3, FFB:5,406.94 mt
May-17 Log : 54,296 m3, FFB:6,148.51 mt
Jun-17 Log : 54,026 m3, FFB:6,520.67 mt
Jul-17 Log : 59,442 m3, FFB:7,130.19 mt

Posted by paperplane2016 > 2017-09-12 13:52 | Report Abuse

I really don't understand this. Log production overall consistent, FFB improving become more and more! Still not making money??

Posted by paperplane2016 > 2017-09-12 13:52 | Report Abuse

hopefully Q3 2017 onwards FFB higher and higher and give more profits

Posted by paperplane2016 > 2017-09-12 15:07 | Report Abuse

Jan-16 Log : 41,674 m3, FFB:2,851.00mt
Jul-17 Log : 59,442 m3, FFB:7,130.19 mt

from 2,851MT to now 7,130MT (150% more)

cant the market see this??

Posted by stockraider > 2017-09-12 17:51 | Report Abuse

loss monies bcos oil & gas loss alot mah...!!

Posted by Pak Andak > 2017-09-12 17:59 | Report Abuse

TOTALLY OVERLOOKED AND OVERSOLD.

THIS IS NOW TIME TO BUY LOW!!

Posted by paperplane2016 > 2017-09-12 18:08 | Report Abuse

i tot their oil and gas is just doing servicing etc only....

Posted by stockraider > 2017-09-12 19:00 | Report Abuse

Posted by paperplane2016 > Sep 12, 2017 06:08 PM | Report Abuse

i tot their oil and gas is just doing servicing etc only....

YES EVEN SERVICING NO BUSINESS,,,TERUK LOSSES LOH...!!

Posted by asriruslan > 2017-09-13 11:41 | Report Abuse

time to monitor

Posted by asriruslan > 2017-09-13 11:41 | Report Abuse

start accumulate slowly

Posted by calvintaneng > 2017-09-13 12:07 | Report Abuse

Hi guys,

Champion Sifu Dr Neoh is in Top 30 holders.

He is not selling any.

So just hold tight.

Posted by paperplane2016 > 2017-09-13 14:03 | Report Abuse

haiz, bad for them, Oil and Gas services also no biz.....hope Palm Oil maturing helps

Posted by ipodkaki > 2017-09-13 14:19 | Report Abuse

How to make money? Heavily depends on Petronas and Oil and Gas segment alone already lost 21.7 million in first 6 months. Plantation palm oil also still losing money. They should sell the oil and gas division to somebody else and just focus on their current lumber, plantation and manufacturing. Anyone attended the AGM this year and did anyone ask management anything about oil and gas sector?

Posted by asriruslan > 2017-09-13 14:47 | Report Abuse

will back to 1rm soon

Posted by yfchong > 2017-09-13 16:24 | Report Abuse

muat go n do kau kaw marketing on awb..

Posted by Pak Andak > 2017-09-13 23:00 | Report Abuse

Average Price Target: 1.23
Price Target Upside/Downside: +0.45

Posted by ivan9511 > 2017-09-15 19:06 | Report Abuse

fuck down back

Posted by paperplane2016 > 2017-09-18 14:34 | Report Abuse

palm oil will slowly make money. when more and more fruits matured.

Posted by ivan9511 > 2017-09-19 02:14 | Report Abuse

but wtk not only palm oil .too complicated

Posted by asriruslan > 2017-09-20 10:49 | Report Abuse

some body look like to press the price to downside

Posted by asriruslan > 2017-09-20 10:51 | Report Abuse

support at 0.77

Posted by asriruslan > 2017-09-20 10:53 | Report Abuse

there is no good sign the price will recovery unless there stop pressure to downside