Posted by iloveshare128 > 2016-07-20 10:22 | Report Abuse

btw, GE-Shen is aggressively expanding... they are having 2 acquisitions in one month!!
- bought the remaining 25% of Polyplas
- propose to buy 70% of DOSB (a company who does metal stamping, die casting, etc)..

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5115565
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5143253

and they also bought another new warehouse - rationale is due to increasing demand and they need more warehouse to store...
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5152005

no wonder recently the price is moving uptrend again..

Posted by cstrader > 2016-07-20 22:40 | Report Abuse

Buy. 2.00 next week.

Posted by scottybang > 2016-08-01 16:11 | Report Abuse

iloveshare128 , this lesson tell you dont speculate anythg and write it on the forum, you just make thing worse

Posted by iloveshare128 > 2016-08-03 14:02 | Report Abuse

scottybang, first, i am not speculating... i bought GESHEN at the price of 60sen and i have got 180% of paper gain now... second, i do not believe i have the magic to make thing worse by sharing facts/info...

Posted by Icon8888 > 2016-08-11 19:50 | Report Abuse

Poor results

Posted by Tom > 2016-08-11 19:54 | Report Abuse

wow what a nice result, wahaha
tomoro sure rise xD

Posted by MMCP > 2016-08-11 21:45 | Report Abuse

omg... sayonara :(

Posted by paperplane2016 > 2016-08-11 22:16 | Report Abuse

Who keep promoting last time ah?...

Posted by iloveshare128 > 2016-08-12 15:27 | Report Abuse

expansion is on-going and the increase of revenue/profit will not come in immediately. Let's wait for the next 1-2 quarters before we decide if it is game over for GESHEN... i am still "cautiously" optimistic.. haha...

Posted by paperplane2016 > 2016-08-12 15:34 | Report Abuse

this stock worth less than RM1

Posted by iloveshare128 > 2016-08-16 11:33 | Report Abuse

Polyplas is one of my company's plastic injection molding suppliers and the sales manager told me that they are overwhelmed with work orders until Q2 next year... so I would expect GESHEN's revenue and net profit to increase substantially in the next few quarters (as they are now 100% owning Polyplas)...

Posted by iloveshare128 > 2016-08-16 11:33 | Report Abuse

just a bit of patience guys...

Posted by scottybang > 2016-08-25 14:51 | Report Abuse

the more u talk the more it get worst, u juz like poison

Posted by smartInvestor1 > 2016-10-20 12:10 | Report Abuse

i also speculate it based on fb tips.. who is same with me?

Posted by smartInvestor1 > 2016-10-20 12:14 | Report Abuse

paperplane you value it by NTA? or the future potential?

Posted by millionology > 2016-10-20 12:34 | Report Abuse

Hello martInvestor, may i know what the fb tips is?

Posted by Ven Felix > 2016-10-20 12:47 | Report Abuse

Come Silently ,,, when is COMCORP start to roar ???

Posted by iloveshare128 > 2016-10-20 13:33 | Report Abuse

you guys will be surprised with its Q3 & Q4 results later this year (if you have done good homework)... ^^

Posted by VenFx > 2016-10-20 13:34 | Report Abuse

Yaa ? Mind to share ?

Posted by kongxkong > 2016-10-20 15:59 | Report Abuse

high risk, high gain

Posted by kongxkong > 2016-10-20 16:00 | Report Abuse

Ya, do share some

Posted by scottybang > 2016-11-01 18:12 | Report Abuse

still dare to say surprise, u so funny le iloveshare128. i do really surprise by today price movement joker

Posted by iloveshare128 > 2016-11-02 12:49 | Report Abuse

scottybang... if u do not know anything, pls shut your bloody mouth up and bang somewhere yourself...

Posted by iloveshare128 > 2016-11-02 12:50 | Report Abuse

nobody asks u to buy or sell... u just sit there do nothing and see if their Q3 & Q4 results will improve or not... we can revisit this post later to see what happens at that time... ok?

Posted by Ckk2266 > 2016-11-11 09:03 | Report Abuse

Wow!

Posted by iloveshare128 > 2016-11-11 11:29 | Report Abuse

Q2 result was poor and everyone sold off GE-shen..
And I had told you that Q3 and Q4 will improve greatly...

See:
http://www.bursamalaysia.com/market/listed-companies/company-announcements/5255977

Congrats to those who bought when others sold after release of Q2 result...

Posted by henghuat888 > 2016-11-15 12:16 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5258721

will be bring new income to GE-shen..

Posted by iloveshare128 > 2016-11-15 14:04 | Report Abuse

2. RATIONALE
The Vietnam economy has been growing strongly over the past three (3) years and many multi-national
companies, including brand owners and contract manufacturers have been setting up manufacturing
and assembly operations in Vietnam. With the growing prospect in the plastic injection moulding
industry, the Company wishes to further expand its production capacities to ensure that the Company
can cope with the growing orders from new and current customers. This will also allow the Company
to achieve economies of scale as the current rented factory or site is operating at maximum capacity
and has no further room for expansion. Upon Completion of the LSA, the Company will expand the
factory floor capacity on the new site to ensure that the Company will have sufficient manufacturing
and warehousing facilities for the current and future operations.
The site of the LSA is approximately 1 km from the current site and is in the same industrial zone of the
current factory. By entering a LSA which is close to current site, the Company can ensure business
continuity, staff retention and a smoother moving process.
Following the move to the new site, the Company will be able to realise a number of additional
operating and cost benefits including cheaper rental cost as the Company intends to terminate the
lease and operations at the current factory and move its operations entirely to the new site. The
Company will have a security of tenure with no further increase in rental costs. It is expected that the
Company will also invest in better facilities which will improve production efficiencies, productivity and
yields

Posted by iloveshare128 > 2016-11-15 14:04 | Report Abuse

good.. expansion in Vietnam will see improved results in upcoming reports...

Posted by henghuat888 > 2016-11-15 22:23 | Report Abuse

if you guys did some homework on this counter and explore it..will find some special stuff (substantial shareholders) and look back recently acquired company. I believe Ge-shen potential growth is much more than now..already acquired some and keep it for long term.

Posted by henghuat888 > 2016-11-17 12:35 | Report Abuse

TP 1.80 on the way coming...waiting waiting

Posted by iloveshare128 > 2016-11-18 09:09 | Report Abuse

when Q2 results were released, Icon said the result is poor... that time i told you guys Q3 results will improve a lot... not many believed... now Q3 results were released and it proved what I researched was correct...

recently Icon also bought back this share... haha...
See this link:
http://klse.i3investor.com/blogs/icon8888/108948.jsp

n view of the latest development, naturally I will have to identify export play as one of the major theme for 2017. In the past few days, I reshuffle my portfolio by adding various export stocks. They are the usual suspects : Geshen..............

Posted by henghuat888 > 2016-11-18 09:13 | Report Abuse

yoohoo..Geshen day...

Posted by henghuat888 > 2016-11-18 09:42 | Report Abuse

is good time to accumulate now before Ge-shen price fly...if you guy done homework on this counter.

Right now price still is cheap..

Posted by iloveshare128 > 2016-11-18 14:19 | Report Abuse

bro henghuat888, u r supporter of henghuat? haha

Posted by iloveshare128 > 2016-11-18 14:20 | Report Abuse

i also bought some HHgroup recently as its China market is improving...

Posted by henghuat888 > 2016-11-21 09:54 | Report Abuse

not really HHgroup supporter, i was just looking on good fundamental company only. Hahaha

Posted by henghuat888 > 2016-11-21 10:29 | Report Abuse

Dow Jones: 18,867.93 pts (-35.89pts, -0.19%)
Wall Street retreated as the Dow fell 0.2% from near record high level, on profit taking activities ahead of the holiday-shortened trading week.

FBM KLCI: 1,623.80 pts (-2.97pts, -0.18%)
The FBM KLCI extended its losses for the third straight session after the local currency sank to 10-months low against the US Dollar. The immediate support level is located around the 1,610 level.

Crude Palm Oil: RM2,869 (-RM7, -0.24%)
Crude palm oil prices closed marginally lower and posted its biggest weekly decline since July 2016. The RM3,000 level will serve as the immediate resistance level.

WTI Crude Oil: $45.69 (+$0.12, +0.26%)
Crude oil prices rebounded, recording its first weekly gains in four weeks. Crude oil prices might continue to hover between US$43-US$46 levels.

Gold: $1,207.89 (-$8.57, -0.69%)
Gold prices slipped for the third straight session after demand was hurt by expectations of interest rate hike in December. The US$1,200 level will serve as the immediate support level.

Bursa Malaysia Trade Statistics - 18 Nov 16
Institutions: Net BUY 186.5 mln (53.0%)
Retail: Net SELL 15.2 mln (16.0%)
Foreign: Net SELL 171.3 mln (31.0%)

Potential Momentum Stocks - 21 Nov 16
Stock Name: MAHSING (8583)
Entry: Buy above RM1.560
Target: RM1.65 (5.8%), RM1.70 (9.0%)
Stop: RM1.49 (-4.5%)
Shariah: Yes
Technical: Monitor for breakout

Stock Name: GESHEN (7197)
Entry: Buy above RM1.76
Target: RM1.95 (10.8%), RM2.10 (19.3%)
Stop: RM1.64 (-6.8%)
Shariah: Yes
Technical: Breakout-pullback-continuation

Source: Bloomberg, M+ Online

Posted by iloveshare128 > 2016-11-21 12:39 | Report Abuse

GE Shen will go to back its highest (RM2.98) if the next few quarters continue to show good results!

Posted by henghuat888 > 2016-11-21 14:51 | Report Abuse

hmmm...right now right value should be 1.80. RM2.98 is a long journey to go

Posted by henghuat888 > 2016-11-21 22:19 | Report Abuse

is time to swift to Ekovest

Posted by henghuat888 > 2016-11-23 16:48 | Report Abuse

1.50 on the way coming..hopefully im hear it wrongly

Posted by scottybang > 2016-12-02 09:53 | Report Abuse

1st of all i must say this iloveshare128 is bad mouth, each time talk then share price sure down, i hope you can zip your mouth forever. secondly i must say henghuat888 u are wrong, 1.60-1.70 is safe area, geshen is a good stock, dun spoiled this stock just by "hear" the news.

Posted by Dolly_Chai > 2016-12-05 14:57 | Report Abuse

if you read the Q3 2016 quarterly report, it says that:

The group has recorded a significant increase in profit before tax to RM8.75 million for the
current period from RM3.48 million in the immediate preceding quarter. Such increase is
also due to contribution from the newly acquired subsidiary as disclosed in Note A9 and
effective cost management.

This is a significant improvement from Q2 due to the acquisition of:

1) The Group have acquired the remaining 25% equity interest in Polyplas Sdn. Bhd
2) The Group have acquired 70% equity interest in Demand Options Sdn. Bhd. (“DOSB”)

But what is interesting is: (for 2nd acquisition):

The fair value of the identifiable net assets of DOSB at the date of acquisition were:-
RM’000
Fair value of identifiable net assets acquired 15,081
Less: Non-controlling interests (4,549)
Add: Goodwill on acquisition 2,468
------------------
Total purchase consideration 13,000
Cash and cash equivalents acquired 71
------------------
Net cash outflow for acquisition of a subsidiary 13,071
==========
The acquired subsidiary has contributed the following results to the Group:-
RM’000
Revenue 7,369
Profit after taxation 1,743
==========
If the acquisition had taken place at the beginning of the financial period, the Group’s
revenue and profit after taxation from continuing operations would have been
RM151.03 million and RM10.35 million respectively.

Posted by Dolly_Chai > 2016-12-05 14:58 | Report Abuse

so we can expect the revenue and profit from 100% Polyplas & 70% DOSB to contribute positively to GESHEN in the upcoming quarters even years...

Posted by Dolly_Chai > 2016-12-05 15:04 | Report Abuse

assume full year revenue and profit from DOSB to GESHEN (at 70% stake) = RM29.476M & RM6.972M. Based on outstanding shares of 76.908M, the additional EPS contributed by DOSB alone (in 2017, assume annualized profit without any growth) = 9.07sen!!! So you now see why I said the DOSB acquisition is very interesting... assuming 2017 EPS = 17sen + 9 sen = 28sen...
this share is worth around RM2.80 at PE10 (simple calculation)...

Posted by Dolly_Chai > 2016-12-05 15:06 | Report Abuse

at current price of RM1.62, it gives potential return of 72.8%

Posted by Dolly_Chai > 2016-12-15 10:29 | Report Abuse

Sorry, in my assumption above, I have not factored in the additional profit that will be generated from the 25% Polyplas that GESHEN just acquired (now GESHEN 100% owns Polyplas). So i believe 2017 EPS will be more than 28sen...

Posted by sg999 > 2016-12-15 20:36 | Report Abuse

Dolly_Chai, u cant simply assume in such way. How confident u sure DOSB is making profit consistently on EVERY QR?

Posted by Dolly_Chai > 2016-12-16 11:11 | Report Abuse

sg999, that is only projection... of course, it is not guaranteed. but if you look at what the management wrote in the quarterly report:

If the acquisition had taken place at the beginning of the financial period, the Group’s
revenue and profit after taxation from continuing operations would have been
RM151.03 million and RM10.35 million respectively.

This means that DOSB has been quite consistent in making profit since early of this year... of course, whether they can sustain or not that is another question. Afterall, it is only a projection based on some past records as no one can tell what will happen in future, right?

Anyway, I am still quite confident that this is achievable.