Posted by leekh5555 > 2017-06-29 14:27 | Report Abuse

25

Posted by dompeilee > 2017-06-29 14:43 | Report Abuse

Wat a disappointment...Sunright. Crashed from 60.5c all the way to 49c

Posted by bgt9963 > 2017-06-29 14:47 | Report Abuse

not much coverage.....in singapore!

Posted by Kadir Almushayah > 2017-06-29 17:14 | Report Abuse

bgt9963...u are right. But soon spore sunright will b under investors radar

Posted by paperplane2016 > 2017-06-29 18:05 | Report Abuse

16 looks so not challenging now. RM 20 is so tomorrow. 25?

Posted by ooihk899 > 2017-06-29 19:34 | Report Abuse

How about 30, wakakkaa

Posted by aiboon > 2017-06-29 22:50 | Report Abuse

want 30..need to see STM lo....

Posted by heaven123 > 2017-06-29 23:04 | Report Abuse

paperplane smile all the way to bank.

Posted by paperplane2016 > 2017-06-30 09:58 | Report Abuse

hehe. RM20 I can go travelling

Posted by ooihk899 > 2017-06-30 14:20 | Report Abuse

Hope after session can start engine, hehehe

Posted by ooihk899 > 2017-06-30 16:36 | Report Abuse

Engine start, but reverse gear, hahaha

Posted by leekh5555 > 2017-06-30 17:14 | Report Abuse

and dont forget SAM too,big potential

Posted by ongmari > 2017-07-01 10:09 | Report Abuse

zoom to 16.50 next gap...

Posted by paperplane2016 > 2017-07-05 09:21 | Report Abuse

KESM (OP↔ , TP↑ to RM17.60 (from RM15.20 previously))
• We reiterated our optimistic view on KESM’s prospect post spoken with the group’s management recently.
• With the recent 9M17 report card demonstrating a marked acceleration on CAPEX of RM81.2m as compared to RM30m for the entire FY16, and coupled with a faster-than-expected ramp up of prior quarters’ new testing equipment, we now believe our prior estimates are overly conservative.
• Post increasing our CAPEX assumptions and factoring higher utilisation rate of existing machineries, we upgrade our FY17E/FY18E NP growth to 33.0%/16.4% from 26.5%/14.1% and introduce FY19 estimates.
• Meanwhile, we also raised our TP to RM17.60 after rolling over our valuation base year CY18 (from FY18 previously), based on unchanged targeted PER of 15x.

Posted by paperplane2016 > 2017-07-05 09:22 | Report Abuse

we now believe our prior estimates are overly conservative.

Posted by Kadir Almushayah > 2017-07-05 09:58 | Report Abuse

yes paperplane...thats the key words- "estimates are overly conservative"

Posted by ooihk899 > 2017-07-05 11:17 | Report Abuse

Already told you all 30, 30, 30.... Hahaha

Posted by ongmari > 2017-07-05 15:45 | Report Abuse

wait for weakness...

Posted by paperplane2016 > 2017-07-05 18:16 | Report Abuse

haha........wait for what??????

Posted by cjcj > 2017-07-05 21:36 | Report Abuse

wait somemore, ong lagi lari

Posted by Bizfuneng > 2017-07-05 21:39 | Report Abuse

Sold mine in Mar and hoping price will drop for me to pick up again but it instead growing stronger ever since. Really a very strong growth share.

Posted by Alex Lim Jun Xiong > 2017-07-05 22:17 | Report Abuse

Hope can rise to RM20 soon~

Posted by ooihk899 > 2017-07-05 22:45 | Report Abuse

Sure can, Affin Hwang TP 21.

Posted by ooihk899 > 2017-07-06 09:51 | Report Abuse

Looks like going to break 16 now. Ongmari pls pish. Hahaha

Posted by leekh5555 > 2017-07-06 10:11 | Report Abuse

TP 25.00 still very far...ave.up

Posted by ooihk899 > 2017-07-06 10:36 | Report Abuse

Ongmari, you really 法力無边，make it 17 better.

Posted by paperplane2016 > 2017-07-06 11:26 | Report Abuse

finally. hehe

Posted by Bizfuneng > 2017-07-06 11:35 | Report Abuse

Respect.....

Posted by Tai KT > 2017-07-06 11:54 | Report Abuse

thank to plane, since you promoted 16 long time, this is the moment arrived. cheer

Posted by Alex Foo > 2017-07-06 12:14 | Report Abuse

16块！太恐怖了。。。为什么我没买~

Posted by paperplane2016 > 2017-07-06 12:29 | Report Abuse

KESM going to be RM16x2 in 2019, believe not?
ONCE 2019-2020 MANY CARS turning hybrid or using more electronic, or even launching of automation, their demand going to turn superb in HIGH DEMAND!

Posted by paperplane2016 > 2017-07-06 12:29 | Report Abuse

I revised this yr TP to RM20 in view of good results.

Posted by Kadir Almushayah > 2017-07-06 12:50 | Report Abuse

some way to go this counter

Posted by leekh5555 > 2017-07-06 15:02 | Report Abuse

I decide to keep for another 3 yrs from now!

Posted by leekh5555 > 2017-07-06 15:04 | Report Abuse

hope SAM will follow too...

Posted by Unicorn > 2017-07-06 15:22 | Report Abuse

Hats off to the Master Paperplane for achieving his unbelievable TP of Rm16. Your patience is really inspiring for newbies whose greatest weakness is here. I have been following your incredible journey since last year June. Exceptional!

Posted by ooihk899 > 2017-07-06 16:09 | Report Abuse

Thanks ,✈✈✈✈✈✈✈✈sifu

Posted by paperplane2016 > 2017-07-06 16:12 | Report Abuse

add little more 16.26

Posted by paperplane2016 > 2017-07-06 16:13 | Report Abuse

unicorn, hope you earn more.....lets not forget big picture. AUTOMATION of cars. future is 2020

Posted by paperplane2016 > 2017-07-06 16:14 | Report Abuse

D&O, MPI, KESM all got exposure. lets see how things evolve

Posted by Unicorn > 2017-07-06 16:20 | Report Abuse

Yea Cars Automative Notion also got but other biz pulling back.
Currently I virtually have all my cash in Aemulus, riding on the superb growth in this baby company.

Posted by paperplane2016 > 2017-07-06 17:55 | Report Abuse

16.28, nice number

Posted by Alex Lim Jun Xiong > 2017-07-06 19:15 | Report Abuse

http://www.thestar.com.my/business/business-news/2017/07/06/kesm-soars-to-historic-high/

Posted by optimus9199 > 2017-07-06 21:31 | Report Abuse

up up up! RM 25.00 in view soon

Posted by Unicorn > 2017-07-06 21:56 | Report Abuse

Hi paperplane, I would like to consult you on risk management.
Given that you are an obvious long term investor who doesn't trade on your strong holdings,
may I know in what circumstances you will consider selling your stakes in your main holding like KESM?
For example market condition or company's prospect etc..

Posted by paperplane2016 > 2017-07-06 22:24 | Report Abuse

My trading g strategy is always cut loss first. 20% is my threshold.
Let profit run. Best is it can run above 100%, sell half, all free shares.

By doing this, yOu unlikely loss big. Remember what Dr.neoh said? The simple maths. Max to loss, is 100%, but the upside is potential above 100%!

I sell stocks like KESM only when management doing funny hanky panky things. Example of few funny scenario where I read from books. Same here, same in US. First, company go into new venture they totally don't understand. Example, ytl power go into telco ventures. Burnt money only!

Second, disputes in shareholders. Book said, mind your own business. If company start having family disputes etc, try avoid such stock.

Many more scenario, but major I avoid above two.

Posted by bgt9963 > 2017-07-06 22:31 | Report Abuse

Noted.

Posted by Unicorn > 2017-07-06 22:34 | Report Abuse

Thank you paperplane for enlightening me.
So I see basically you are more into internal (company) factor than external (market) factor.
You let your chosen stocks to free run but 20% cut loss is quite hurting.
Are you sensitive to market index performance?

Posted by dompeilee > 2017-07-07 08:28 | Report Abuse

Sunright a bit disappointing...off its 13 yr high of 60.5c, but at LEAST I own SAM Engineering :D

Posted by paperplane2016 > 2017-07-07 11:48 | Report Abuse

don't focus too much on external (things you cant control) who knows WAR happen tomorrow right
But if got major things like 911, we should take opportunity.

Most FIN CRISIS happen not because EXTERNAL! it happens because INTERNAL