Posted by sign > 2016-01-07 16:37 | Report Abuse

Why not..Tonight DJIA big down, and tomorrow straight gap down...nothing is impossible...

Posted by force > 2016-01-07 17:44 | Report Abuse

Accumulate before fly :)

Posted by BoPoint > 2016-01-07 17:54 | Report Abuse

waiting at 2. Gapping down in shape. DJ futures dropping like nobody's.

Posted by michaelwong > 2016-01-07 19:25 | Report Abuse

Until today , nobody ever experienced or expected what happened all of a sudden when the market collapsed. I tasted blood before in 1997 when the stocks u are holding some even falls to 90% losses and completely wiped out your hard earned resources through all those donkey years in just a short period of time . For the stocks to go down no one ever believed.......super fast and youhardly have time to decide if you have multiple counters at hand . Take this as a reminder , no one can predict the future in stocks markets given the years it had risen . Maybe it can still go further , there is still posibilities . This is not a buy or sell call . Trade at your own risks . Cheers !!!

Posted by red_85 > 2016-01-07 19:36 | Report Abuse

Shake all the short term trader and panic ppl out

Posted by KlseBoy2014 > 2016-01-08 01:04 | Report Abuse

Boat too heavy, let short term trader out first, then start engine again, hahaha!

Posted by red_85 > 2016-01-08 03:14 | Report Abuse

hopefully it will goes down to 1.92 first support point for me to collect some again :P

Posted by Najib Zamry > 2016-01-08 10:45 | Report Abuse

Bonus Issues coming? Fiamma runs madly after the bonus announcement

Posted by tuniamasingh > 2016-01-08 12:14 | Report Abuse

Najib are you sure?

Posted by tuniamasingh > 2016-01-08 12:29 | Report Abuse

collection on the way now!!!!!!!!

Posted by sign > 2016-01-08 12:34 | Report Abuse

Very frustrating, it just wont go down...please go down somemore for me to collect cheap.

Posted by tuniamasingh > 2016-01-08 12:40 | Report Abuse

Hardlah.....especially when an export oriented company going to announce good result....

Posted by RosmahMansur > 2016-01-08 13:18 | Report Abuse

good stock + strongly supported by KYY and families....very hard to go below 2.10

Posted by tuniamasingh > 2016-01-08 14:27 | Report Abuse

Yes this is Uncle Koon's favourite!!!!!!

Posted by RosmahMansur > 2016-01-08 16:44 | Report Abuse

start to huat again in the afternoon.....

Posted by BoPoint > 2016-01-08 17:01 | Report Abuse

Fairly valued. Investors should not be chasing. Any uptrend only allows some 'uncle's to get out without telling retailers. Still a good fundamental stock, but buy with margin of safety (below RM2). Remember, someone has recommended, he/she doesn't and will never tell you when he/she sells. Together, we can fight this.

Posted by chl1989 > 2016-01-08 17:01 | Report Abuse

Go go go 2.50

Posted by chl1989 > 2016-01-08 17:36 | Report Abuse

Valuation is very subjective. Value is in the eyes of the beholder.

Posted by erkongseng > 2016-01-08 18:16 | Report Abuse

放心，大卡kyy 为長线投资,有他在很稳定的,公司的价值仍未被反应,低廉的股价,買进收取就是了,最少有rm3的价值.

Posted by Najib Zamry > 2016-01-08 18:22 | Report Abuse

Result,result and result. This counter will see another 20 sen to another 30 sen increase supported by the coming good result. Screaming buy now!!!!!

Posted by RosmahMansur > 2016-01-08 20:27 | Report Abuse

BoPoint u are really myopic. U hv to think properly before spurting out from your dirty mouth.

Posted by lmao > 2016-01-08 20:45 | Report Abuse

Agreed with wat rosmah say

Posted by BoPoint > 2016-01-09 01:03 | Report Abuse

Dirty? I did not say anything bad or wrong about this stock. I personally invest in this stock. Rather than asking people to buy after I had bought some, I merely ask investors to invest with wide safety margin, esp in this volatile time. You might not like facts, but feel free to point out what did I say wrongly.

Posted by RosmahMansur > 2016-01-09 07:43 | Report Abuse

Let others judge your statement.

BoPoint Fairly valued. Investors should not be chasing. Any uptrend only allows some 'uncle's to get out without telling retailers. Still a good fundamental stock, but buy with margin of safety (below RM2). Remember, someone has recommended, he/she doesn't and will never tell you when he/she sells. Together, we can fight this.

Posted by RosmahMansur > 2016-01-09 08:19 | Report Abuse

Whether the cat is black or white, as long as can catch a mouse, is considered a good cat.

Posted by YOLOOOO > 2016-01-09 12:32 | Report Abuse

Company selling bolts and nuts cannot perform well ka?

Posted by chl1989 > 2016-01-09 13:16 | Report Abuse

This muscle always talk basedlessly. God bless u

Posted by lmao > 2016-01-09 15:10 | Report Abuse

Haiz...muscle think too small

Posted by lmao > 2016-01-09 15:12 | Report Abuse

Bolts and nuts can only sell to hardware shop haha

Posted by chl1989 > 2016-01-09 18:11 | Report Abuse

Haha joker of century

Posted by erkongseng > 2016-01-09 18:31 | Report Abuse

2016 年全球的这门生意达829亿美元,哈哈,多看一些资訊吧.

Posted by lmao > 2016-01-09 19:25 | Report Abuse

Chinwel grab 3% of revenue from it,sendiri count how much
I lazy to calculate haha

Posted by YOLOOOO > 2016-01-09 20:59 | Report Abuse

脑袋里都是肌肉 haih

Posted by erkongseng > 2016-01-10 18:58 | Report Abuse

2016 年的黑马 chinwel 5007 晉偉--

Q1 EPS=6.07SEN

a)2016年2月底(Q2业绩公布),eps=5sen,股价可达rm2.50
b)2016年5月底(Q3业绩公布),eps=5sen,股价可达rm2.80
c)2016年8月底(Q4业绩公布),eps=5sen,股价可达rm3.10
2016 财政年 eps=21sen,pe=15,股价=rm3.15
供参考,进出自负.

--Background


Founded in 1989, Chin Well is today one of the world’s largest manufacturers
and suppliers of high-quality carbon steel fasteners
(i.e. screws, nuts and bolts).

Through production facilities in Malaysia and Vietnam,
Chin Well manufactures and supplies fasteners global fasteners that are
primarily utilized in highway guard rails, power transmission towers,
furniture and other applications.

In addition to serving the requirements of the domestic market,
Chin Well established an international customer base from
South East Asia (SEA) to Europe and the Middle-East to date.

We endeavor to consistently deliver products of high-quality,
and in doing so, we have achieved favourable outcomes for our
customers, partners, workers, and shareholders.

公司相关网站;
http://www.chinwell.com.my/
http://chinherr.com/
http://www.jinnher.com.tw/about_29.html

---darvinmk 网友的分享--(谢谢他的功课)


全马最大的碳钢螺丝 (carbon steel fastener)生产商

5007


1. 开始计入越南厂房100%的贡献（原先为60%），视为长期利好。

2. 欧洲刚延长对中国反倾销制裁5年

3. 年初马来西亚产房因外劳申请成功有望提高产能，之前槟城产房使用率为大约46%-47%

4. 赚幅相对高的防剪篱笆年初开始贡献盈利

5. 管理层为台湾人，母公司晉億集团或晉禾http://www.jinnher.com.tw/about_29.html
在台湾为数一数二的螺丝界龙头，是务实的商人

http://www.gvm.com.tw/Boardcontent_19701.html

6. div policy为40%，div yield换算到来未来将超过3.5%

7. GST实施以后没多久公司就已经表示订单提高六倍。

到今天7月头就不知道会到多少了。GST对公司的影响是视为长期的利好。

马来西亚目前占营业额24%。6倍是很可观的数字。
http://biz.sinchew.com.my/node/113471?tid=6

8. DIY市场赚幅较高，贡献在增长中，而且由刚全面收购的越南产房生产

9. 最新的财报出现了不少机构投资者大略计算从4家增加到8家，其中包括bank negara trust fund

credit suisse从1,125,000（0.41%）加码到4,027,600(1.48%)，可谓基本面强稳

10. 目前PE 为大约11，似乎未反应未来的潜能

我用了蛋散叔推荐的fcfe formula来计算10年cash flow。

假设未来公司现金流的成长纯粹赶得上通膨。此股也值1.69，目前股价为1.55

基于尚未计入未来增长的潜力和目前净现金 RM 7,036,000 的健康水平

我认为此股的潜力尚未被发掘.

Posted by letitgoletitgo > 2016-01-10 20:22 | Report Abuse

http://klse.i3investor.com/blogs/letitgo/89514.jsp

Posted by voonyoke > 2016-01-10 23:56 | Report Abuse

Hope it can up to 2.50 soon

Posted by enning22 > 2016-01-11 00:01 | Report Abuse

malaysia is experiencing slow down in economy, but Chinwel's products 70% are for export market, ie EU, and US, so don't let our hardware shop slow down mislead you. so you have to judge , are EU ,US are slowing down ,or on strong recovery path, or heading toward rapid expansion.i think EU, US economy are doing very well, so the future is continue to be bright.The currency factor is just and added advantage, not the decisive factor.

Posted by Munger > 2016-01-11 08:01 | Report Abuse

http://www.forbes.com/sites/forbesasia/2014/01/29/malaysias-teh-kiak-seng-builds-affordable-housing/

Mr Tsai ia also one of the eary co founder of tambun indah

Posted by YOLOOOO > 2016-01-11 08:04 | Report Abuse

Me personally is very optimistic about the coming quarter result after reading the qr since 2011 and I have found one interesting thing which is when reading the B3 statement which is the "Prospect", I have found that the management is very careful in using the "word" like shown in the 2015 Nov qr.

It is stated that:
Barring any unforeseen circumstances, the Group anticipates satisfactory performance and "growth" in the "next coming quarter".

It is not "the current financial year" or "for the financial year end 27 Aug 2016"

You can view the B3 statement from qr 2011 to 2015 and referring to the each quarter result

I am confident in the honesty and integrity of the management.

Posted by noobnnew > 2016-01-11 11:14 | Report Abuse

Drop because of the blog?

Posted by nottycat > 2016-01-11 12:17 | Report Abuse

Yup, the blog has done a good job to bring down the price slightly for me to buy in some more. Hehe. Thanks blog :)

Posted by sign > 2016-01-11 12:57 | Report Abuse

Afternoon will drop below 2.15...beware....game over for now

Posted by erkongseng > 2016-01-11 14:41 | Report Abuse

晉禾企業
傳產界的大膽派， 從物流面打造螺絲王國

作者：高宜凡
2012年3月號《遠見雜誌》


晉禾企業可說是螺絲業的龍頭霸主，分別負責大陸、東南亞、台灣生產據點的三兄弟合作無間，
創造出每年300億營收、毛利15％的好成績。如今，他們計畫一套物流中心，
協助螺絲業升級，更想藉此解決南部失業問題。


被稱為「工業之米」的螺絲，是生活中最常見的零件產品，單位價不過幾分錢，
以往常是拿來比喻「微小」的形容詞。不過，即便如此微不足道的產品，台灣也有辦法做出驚人的成績。

位於岡山的「晉禾企業」，堪稱螺絲業的龍頭。全世界5萬多種螺絲產品，
晉禾可供應多達2.5萬種，每年創造300億元營收，破百萬噸的產能，更高居全球之冠！

打造螺絲王國的主角，是蔡永龍、永泉、永裕三兄弟，三人分別負責大陸（晉億）
、東南亞（晉緯）、台灣（晉禾）的生產據點。2007年在上海A股掛牌時，還成為中國第一檔「緊固件概念股」！

即便最近外銷慘淡，許多同業只能減產、減班，但晉禾依舊在維持例行的年度調薪。
排行老三的晉禾董事長蔡永裕翻開去年財報：逼近15％的毛利、近三成營收成長，
絲毫沒有傳統螺絲業給人艱困產業的印象。

三兄弟不僅經營事業有成，更是地方上的大善人。今年春節，
蔡永裕免費發放3萬包白米給地方上的弱勢團體。「我認養1萬包，同仁們認養1萬包，
再請供應商幫忙1萬包，」他娓娓說來。 除了行善受人注目，
蔡家三兄弟還打算用一套物流中心的投資計畫，一方面協助螺絲業升級，更想藉此解決南部的失業問題。


成功1〉大膽投資 一條龍生產
1980年代起，台灣便有「螺絲王國」的稱號，至今仍穩居全球前三大扣件
（包含螺絲、螺帽、螺栓等產品）出口王國地位，2010年扣件出口值超過35億美元，外銷占全球13％市占率。

而介於高雄、台南之間的岡山與路竹，更是有名的「螺絲窟」，
國內上千家螺絲工廠，其中便有400多家齊聚於此。包括春雨、聚亨等老字號，
大家幾乎都在同條街上比鄰而居。

能在歷史悠久的螺絲業稱霸，蔡家三兄弟靠的是大膽的投資策略，
以及一條龍貫徹到底的生產體系。

1980年，三人從彰化老家來到岡山，湊了10萬元買機器創業，就在家中客廳開起螺絲工廠（晉禾）。
只是初期雖然賺到了錢，但也很快發現這一行的經營瓶頸。當時螺絲業所需的線材原料，
皆由中鋼配額供應，拿到多少量便決定了事業版圖。

http://www.gvm.com.tw/Boardcontent_19701.html

Posted by erkongseng > 2016-01-11 16:31 | Report Abuse

隱形冠軍－晉禾開發感應螺絲 成長新武器
2015年05月06日 04:10
晉禾企業 小檔案
國內最大螺栓鋼廠晉禾企業，近年來積極轉型、升級，朝高品級螺絲產品發展。
晉禾董事長蔡永裕表示，該公司經過5年努力研發，最近新開發一種高級感應螺絲，
現已向歐美和台灣、日本政府申請專利中，只要獲得專利權，即可投產，將是未來業績成長秘密武器。

蔡永裕指出，感應螺絲產品計畫明年開始量產，初期規畫單月產量100公噸，
目前市價每支售價可達新台幣1萬元，相當於現在每支售價只有5元的一般螺絲產品，
必須拿2,000支才能夠換取1支，且主要用於氣爆、地震及火警等災害的預警系統，
可以透過感應螺絲馬上傳達橋樑、道路及大樓是否有位移、鬆動、甚至溫度變化等異常情況。

出身於彰化沿海鄉鎮的蔡永裕，很早就到高雄發展，民國65年時先與現在的不銹鋼大廠東徽合作，
在高雄市近郊設立工廠生產螺帽產品，直到68年晉禾才獨立出來，搬到岡山現址設廠，
主要生產螺絲螺帽產品，單月產量約500公噸，後來隨著外銷市場需求增加，再擴大產線，
單月產量提高到最高可達1萬公噸。

蔡永裕指出，後來隨著大陸產量大增，逐漸成為台灣螺絲廠的主要競爭對手，
加上台灣產品銷往大陸和東南亞必須被課徵17％～25％的進口關稅，為避免外銷市場被吞噬，
因此加以區隔，將小螺絲廠移往馬來西亞生產，低碳螺絲移往大陸廠生產，
至於台灣廠只生產中高碳的螺栓產品，並以美國、歐洲作為主要市場，
占其外銷比重的80％左右，其它東南亞和台灣市場只占20％。

鑑於大陸和東南亞螺絲廠近年來日益壯大，且同質性高、競爭激烈，為跳脫與一般低價螺絲低價競爭，
蔡永裕說，晉禾近5年來大筆投資約10億元做研發，包括最近開發成功的高值化感應螺絲，
光研發經費就投入1億元左右。

蔡永裕指出，新開發的感應螺絲，採用中鋼棒線原料，經過多次試驗才成功，
此產品目前已向歐盟、美國、日本及台灣政府申請專利中，只要獲得專利權即可進行量產，
主要用於氣爆、位移、鬆動等地方，包括橋樑、道路監控系統、大樓監控系統，
甚至飛機的振動器和引擎的關鍵零組件上，還可用在精密設備、通訊及濾波器等多用途；
其最大特色，就是可透過光纖線感應任何現象，包括地震後橋樑是否斷裂、土壤是否液化、
及預知山上及海水溫度的變化，讓民眾可以早先預防，降低損害。

此外，蔡永裕因小時失學，從921大地震起就大力回饋地方，除深入災區幫助災民外，
多年來提供鄰近國中小學生營養午餐、獎學金，接著每年都採購10萬包大米救助低收入戶，
且去年起又大力照顧獨居老人，及在高雄附近山坡地購買大片土地開始造林，
目標為100公頃；蔡永裕說，希望能夠幫忙大地做好水土保持工作，
另一面也可取得一些碳權，未來退休後將全力投入造林工作。
http://www.chinatimes.com/newspapers/20150506000175-260204

Posted by erkongseng > 2016-01-11 16:46 | Report Abuse

--晋亿实业，股价行情；
http://finance.sina.com.cn/realstock/company/sh601002/nc.shtml

Posted by noobnnew > 2016-01-11 17:16 | Report Abuse

Where is Rosmah? Need your guidance on Chinwell, hold or buy?

Posted by RosmahMansur > 2016-01-11 17:17 | Report Abuse

Buy on weakness. I dont find anything wrong with this stock

Posted by noobnnew > 2016-01-11 17:24 | Report Abuse

Thanks for your call. For Chinwell, I never consider sell. Just buy or hold

Posted by RosmahMansur > 2016-01-11 17:27 | Report Abuse

Well its up to an individual on how to view the stock.

Posted by Munger > 2016-01-11 18:27 | Report Abuse

Thanks erkongseng for sharing..