Posted by rikki > 2015-12-28 22:23 | Report Abuse

Technical Ideas - 29 Dec 2015 - GHL (0021) | Keinhin (7199)

http://klse.i3investor.com/blogs/bursakakis/88767.jsp

Posted by rikki > 2015-12-29 00:09 | Report Abuse

CCK (7035) - More Than Chicken & Egg

http://klse.i3investor.com/blogs/bursakakis/88762.jsp

Posted by rikki > 2015-12-29 12:47 | Report Abuse

Insider Asia’s Stock Of The Day: UPA Corporation

UPA Corporation Bhd ( Valuation: 2.60, Fundamental: 2.50)

Given prevailing market uncertainties, investors are likely to gravitate towards more defensive stocks with high yields and, better yet, export exposure.

Founded in 1975, UPA (Fundamental: 2.5/3, Valuation: 2.6/3) has grown into one of the leading diary and paper products manufacturers in Asia. The paper and plastic division accounted for 88% of revenue in 2014 with the balance coming from distribution of printing related machines.

We like UPA for its attractive valuations and underlying fundamentals. It has a strong balance sheet with net cash and a good dividend track record. It also stands to benefit from the export business, which accounted for 50.6% of its 2014 revenue.

The company has consistently paid dividends, since 1999. Dividends totaled 8 sen per share annually over the past 2 years, translating into 4.02% yield. Furthermore, net cash stood at RM40.9 million, equating to 26.6% of its RM153.9 million market capitalization.

Additionally, UPA trades at an undemanding trailing P/E of 8.5 times and 0.8 times book. Valuations are cheap relative to its better-known peer, Asia File Corporation BHD ( Valuation: 2.00, Fundamental: 3.00), which currently trades at 13.6 times P/E and 1.7 times book.

Amidst a slew of disappointing corporate results this year, UPA has actually fared very well.

For 3Q2015, revenue rose 20.3% y-y to RM45.2 million, boosted by higher sales from the machine trading segment. In tandem with the revenue growth, net profit surged 76.4% y-y to RM5.7 million. The increased in margin was due, primarily, to higher other income of RM3.8 million as compared to RM2.3 million last year. Netting off the increase in other income would have resulted in 27.7% net profit growth. We believe the improved results can be attributed to their export exposure that benefited from the recent weakening of ringgit

http://www.theedgemarkets.com/my/article/insider-asia%E2%80%99s-stock-day-upa-corporation-1

Posted by rikki > 2015-12-29 12:49 | Report Abuse

Stock With Momentum: OKA Corporation

OKA (Fundamental: 2.4/3, Valuation: 1.8/3) triggered our momentum algorithm yesterday, closing 2.7% higher at 96 sen. With six plants scattered across Peninsular Malaysia, OKA is a major precast concrete products manufacturer catering to the infrastructure, construction and highway industries.

There appears no significant development recently save for quarterly results announcement on November 23. For 2QFYMar2016, net profit surged 23% y-y to RM6.2 million despite a 9.8% decline in revenue to RM37.6 million, thanks to favourable sales mix and lower operating expenses.

Concurrently, the company proposed an interim dividend of 1.5 sen per share, which goes “ex” on February 4. Dividends for FY2010-FY2015 ranged from 3 sen to 4 sen, translating into a net yield of 3.1-4.2%.

OKA, one of InsiderAsia’s Top 10 picks, is seen as a beneficiary of proposed infrastructure projects in West Malaysia. The stock currently trades at a trailing P/E of 9.1 times and 1.1 times book.

http://www.theedgemarkets.com/my/article/stock-momentum-oka-corporation

Posted by rikki > 2015-12-29 12:55 | Report Abuse

Technical Stocks To Watch on 29/12/2015 - PESONA (8311), EFORCE (0065), COCOLND (7205) & TECGUAN (7439)

http://fatta888.blogspot.my/

Posted by rikki > 2015-12-29 13:03 | Report Abuse

Poh Huat unit incurs RM9mil losses

PETALING JAYA: Furniture maker Poh Huat Resources Holdings Bhd, whose Poh Huat Furniture Industries Vietnam JSC unit’s factory was damaged in a fire on Aug 23, has assessed the losses at RM2.89mil for plant and machinery while stock losses amounted to RM6.12mil.

The fire had affected two factory blocks, which houses a finishing line and a finished goods warehouse, the company said in a stock-exchange filing

http://www.thestar.com.my/business/business-news/2015/12/29/poh-huat-unit-incurs-rm9mil-losses/?style=biz

Posted by rikki > 2015-12-29 13:07 | Report Abuse

Poh Huat gets RM4.2 million fire damage claim

PETALING JAYA: Poh Huat Resources Holdings Bhd has received an interim payment of VND22 billion (RM4.2 million), as part of a fire damage claim for its Vietnam factory.

In a filing with the stock exchange, the company said it had received the first portion of VND11.0 billion on Dec 11 and the second portion of VND11.0 billion on Dec 23.

“The total settlement of the claim is pending finalisation and an announcement will be made upon confirmation/acceptance of the same,” it said.

Poh Huat’s factory building and warehouse in the province of Binh Duong caught fire on Aug 23.

The total net book value of the damaged factory buildings together with the plant and machinery are RM2.89 million, while damaged stock are worth RM6.12 million.

http://www.thesundaily.my/news/1649451

The company on Sept 17, had submitted a fire claim of US$3.62 million (RM15.57 million) to the insurance company, Bao Minh Insurance Corp

Posted by rikki > 2015-12-29 23:13 | Report Abuse

Technical Ideas - 30 Dec 2015 - CIHLDG (2828)

http://klse.i3investor.com/blogs/bursakakis/88837.jsp

Posted by rikki > 2015-12-30 23:09 | Report Abuse

Technical Ideas - 31 Dec 2015 - IKHMAS (5268)

http://klse.i3investor.com/blogs/bursakakis/88910.jsp

Posted by rikki > 2015-12-31 08:21 | Report Abuse

Puerto Rico to default on some debts, will pay GO debt

Puerto Rico will default for the second time in five months, but will pay the bulk of $1 billion due on Jan. 4, including its most senior debt, Governor Alejandro Garcia Padilla said on Wednesday.

The Caribbean island's biggest payment, $328.7 million in general obligation debt, will be paid, the governor told reporters at a press conference in San Juan. More than half of that payment was made by taking revenues from other commonwealth agencies, he added.

A default on general obligation (GO) debt would have been seen as a more serious stumble because those bonds have the strongest legal protections of any of the island's obligations.

However, it also keeps alive the drama surrounding its deteriorating finances and $70 billion debt load as investors wait for the next shoe to drop.

The default opens the door to potential litigation from affected creditors, while the island must now turn its focus to trying to achieve a consensual debt restructuring with GO holders before its next big payment of $1.9 billion is due in July.

http://www.reuters.com/article/us-usa-puertorico-debt-idUSKBN0UD11B20151230

Posted by rikki > 2015-12-31 10:45 | Report Abuse

1MDB to sell 60% stake in Bandar Malaysia for 7.41bil

KUALA LUMPUR: 1Malaysia Development Berhad (1MDB) will sign a share sale and purchase agreement to sell 60% of its equity in Bandar Malaysia Sdn Bhd to a consortium for RM7.41bil, the final milestone in its rationalisation plan.

The buyer, a consortium known as IWH-CREC Sdn Bhd, is a 60:40 joint venture between Iskandar Waterfront Holding Sdn Bhd (IWH) and China Railway Engineering Corporation.

A press release issued by 1MDB before the start of the ceremony this morning said that the agreement marked the final milestone in the 1MDB rationalisation plan as presented to the Cabinet on May 29.

The agreement follows from the execution of the Binding Term Sheet with IPIC in June 2015 and the Share Sale and Purchase Agreement with CGN Group last month.

The statement said that the IWH-CREC Consortium has valued the Bandar Malaysia land situated in Sungai Besi at RM12.35bil.

"Accordingly, its 60% share will cost RM7.41bil. 1MDB will receive a 10% deposit of RM741mil upon execution of the Share Sale and Purchase Agreement, with completion of the transaction expected by end June 2016."

http://www.thestar.com.my/news/nation/2015/12/31/1mdb-to-sell-stake-in-bandar-malaysia-for-7_41bil/

Posted by greatman9 > 2015-12-31 10:56 | Report Abuse

Sikit hari cakap orang china telah sapu Malaysia

Posted by Tessa Joseph > 2015-12-31 12:06 | Report Abuse

omg real terkejut, I bukak telegram, am in 3 chat group, I saw names that am familiar with, they oredi cabut from the 2 group, so I aso cabut , now tinggal one group, I actually seldom bukak telegram, after many moons baru bukak LOL

Posted by duitKWSPkita > 2015-12-31 12:07 | Report Abuse

Tessa Joseph, Rikki, YS Babe and all....

Wishing you a wonderful year in 2016...

Same old wish Stay Healthy and Pretty and Happy always...

Warmest Regards,
duit

Posted by YS Babe > 2015-12-31 12:11 | Report Abuse

Ooo tessa mesti silence kan notifications nie hehehe

duit terima kasih

Posted by Tessa Joseph > 2015-12-31 12:12 | Report Abuse

duit you in that group ka?

Posted by duitKWSPkita > 2015-12-31 12:13 | Report Abuse

No Tessa Joseph....

I don't join any social apps till this moment. Still using NOKIA phone.... will try in future......

Posted by Tessa Joseph > 2015-12-31 12:13 | Report Abuse

ys, yup :)

Posted by Tessa Joseph > 2015-12-31 12:14 | Report Abuse

duit dunno most of them, 200 members I think I only kenal like 5% LOL

Posted by YS Babe > 2015-12-31 12:15 | Report Abuse

hehehehe

Posted by duitKWSPkita > 2015-12-31 12:19 | Report Abuse

don't laugh at me la IS Babe....

me outdated one.. no FB and no instagram and lain lain...my phone can use 4 features: sms, torch light, calculator and alarm......

sms to ask help
torch light to help me in work
calculator to count hit n run in stocks
alarm to wake me up......

see......me very hopeless and useless

very boring person.....

Tessa-Joseph,,....no worry.....95% know you but U know 5% only.....mean U hav 95% success rate this year...........good ???

Posted by YS Babe > 2015-12-31 12:20 | Report Abuse

tessa, anak aku kata ramai pilih telegram sebab boleh recruit ramai members

Posted by rikki > 2015-12-31 12:20 | Report Abuse

Wishing all happy new year. May 2016 be your year to conquer Mr Bursa & huat huat all the way.......cheers!!!!!

Posted by YS Babe > 2015-12-31 12:21 | Report Abuse

duit, awak nie kelakar laaaaaaa

Posted by Tessa Joseph > 2015-12-31 12:25 | Report Abuse

Thanks duit and rikki. Rikki, Hot. T, any news?

Posted by Tessa Joseph > 2015-12-31 12:26 | Report Abuse

YS, true true...hmmm

Posted by YS Babe > 2015-12-31 12:28 | Report Abuse

tessa aku macam duit gak, sms boleh ler, awak pun tau, high tech nie, anak aku jer pandai, tweeter pun anak aku bukak kan, lepas tu aku pun tak pakai hehehehe

Posted by Ratna NinjaGal > 2015-12-31 12:47 | Report Abuse

YS don't worry about it, most of the time ninja like the granny too. wakakakaka

Posted by rikki > 2015-12-31 22:45 | Report Abuse

Tessa, bro Hot T now quite active in TJ telegram group.

Posted by Hot.T > 2016-01-01 11:41 | Report Abuse

Hi Tessa, YS, Abg Duit & Frens. Wishing all a Happy New Year and a prosperous one!

TQ RT.

Posted by rikki > 2016-01-02 10:06 | Report Abuse

Fund manager's stock pick

Stock pick: Thong Guan Industries

GIVEN the pessimistic outlook for many sectors within the market, investors will have no choice but look for companies that are insulated from slowing domestic demand, tough economic conditions and beneficiary of weak domestic currency.

The export sector is a sweet spot and given the run that we had seen in 2015 among glove, furniture and chips sector and selected others in the packaging sector. Narrowing down the search, Thong Guan Industries is a rare gem, despite rising some 63% in 2015, the stock is still deemed to be undervalued as it is trading at P/B of about 0.85x and annualised forward 2015 basic PER of about 10.5x, which is still a bargain.

Thong Guan is also a net cash company, with cash of about 20 sen per share. Growth for the company will basically come from new capacity installation, which is 33-layer nano-technology stretch film line is expected to be ready soon. Thong Guan also raised its production capacity of PVC food wrap to 720 million tonnes with the installation of 2 additional lines this year.

These are key drivers for both topline and bottomline growth. With the new capacity, Thong Guan is rightly placed to benefit to rising demand for plastic films and this could drive earnings by 10%-15% in 2016.

Some 90% of Thong Guan’s revenue comes from plastic films and the current low oil price basically translates to lower selling prices for plastic and hence increase in demand. With a favourable exchange rate, Thong Guan is a winner due to lower input cost as close to 80% of its revenue are derived from exports.

Stock pick: SKP Resources Bhd

EXCITEMENT in a company’s shares always hinges on its track record, ability to deliver strong earnings growth and generate cash flows to reward shareholders with dividends.

SKP Resources Bhd fits this bill. Despite reporting a profit growth of 43% in the last financial year, the company is expected to record a 3-year earnings CAGR of 68.2% until 2018 based on our projections.

This growth will be underpinned by the RM1bil annual orders from its main customer, Dyson, to produce cordless vacuum cleaners. Considering this new source of demand is only taking up about 25% of its newly enlarged 20-assembly line facility that came on board last September, growth potential is enormous. Dyson plans to launch 100 new products by 2018 to satisfy increasing demand for its products and services.

SKP has also mitigated operational risks by having specific agreements with clients to pass through nearly 100% of costs related to changes in raw material prices and currency fluctuations. This not only provided business stability but also some predictability.

SKP has a high ROE of 40% and a strong balance sheet. With current net gearing of only 4.5%, it is expected to turn net cash soon on the back of strong profit growth and cash flows. Thus, our expectations for future dividend yield to remain attractive around 4.6% to 6% are not far-fetched.

While having Dyson as a single largest customer can be considered as a major risk, the management is aware of that and has taken a proactive step by acquiring the subsidiaries of Technic to diversify the product range and customer base. It has also succeeded in growing the business through a win-win strategy that has strengthened the relationship, for the partnership to continue into distant future.

The fair value ascribed to SKP Resources shares is RM2 based on a calendar year (CY) 2016 price earnings (PE) multiple of 18 times, which will dwindle to 16 times and 10 times in CY17 and CY18 respectively on the back of robust earnings growth.

http://www.thestar.com.my/business/business-news/2016/01/02/fund-managers-stock-pick/?style=biz

Posted by rikki > 2016-01-02 10:50 | Report Abuse

China factory activity shrinks in soggy start to 2016

China looked set for a soggy start to 2016 after activity in the manufacturing sector contracted for a fifth straight month in December, suggesting the government may have to step up policy support to avert a sharper slowdown.

While China's services sector ended 2015 on a strong note, the economy still looked set to grow at its slowest pace in a quarter of a century despite a raft of policy easing steps, including repeated interest rate cuts, in the past year or so.

The world's second-largest economy faces persistent risks this year as leaders have pledged to push so-called "supply-side reform" to reduce excess factory capacity and high debt levels.

The official manufacturing Purchasing Managers' Index (PMI)stood at 49.7 in December, in line with expectations of economists polled by Reuters and up only fractionally from November. A reading below 50 suggests a contraction in activity, while a higher one indicates an expansion.

Still, economists seemed to find some comfort that there were no signs of a sharper deterioration which has been feared by global investors.

http://www.cnbc.com/2016/01/01/china-factory-activity-shrinks-in-soggy-start-to-2016.html

Posted by rikki > 2016-01-03 00:20 | Report Abuse

Technical Ideas - 4 Jan 2016 - GUH (3247)

http://klse.i3investor.com/blogs/bursakakis/89010.jsp

Posted by rikki > 2016-01-04 11:52 | Report Abuse

Stock picks for 2016: SKP Resources

http://klse.i3investor.com/blogs/the_edge_stock_pick_2016/89082.jsp

Posted by YS Babe > 2016-01-04 15:11 | Report Abuse

salam petang, bursa tak cantik, bagi ler ape pun, tak jalan, aku tido dulu

KUTPAI

Posted by rikki > 2016-01-04 15:53 | Report Abuse

China shares slump 7%, trading halted for rest of day

SHANGHAI: China's benchmark CSI300 share index tumbled 7% on the first session of 2016 on Monday, prompting the stock exchange to halt trading for the rest of the day.

The "circuit breaker" suspension mechanism first came into effect on Monday.

Stocks slumped after weak factory activity surveys soured hopes that the world's second-largest economy will enter the new year on better footing, and selling intensified throughout the day.

Investors also dumped stocks ahead of the imminent expiration of a share sales ban on listed companies' major shareholders, which had been imposed during the market crash last summer. - Reuters

http://www.thestar.com.my/business/business-news/2016/01/04/china-stocks-slump-4-pct-in-gloomy-start-to-2016-on-weak-factory-data/?style=biz

Posted by YS Babe > 2016-01-04 23:27 | Report Abuse

Wah dah larut malam, aku kongsi cerita aku baca


I Just Needed to Use Your Car (Joke)

After shopping for most of the day, a couple returns to find their car has been stolen. They go to the police station to make a full report. Then, a detective drives them back to the parking lot to see if any evidence can be found at the scene of the crime. To their amazement, the car has been returned.

There is an envelope on the windshield with a note of apology and two tickets to a music concert. The note reads, “I apologize for taking your car, but my wife was having a baby and I had to hot-wire your ignition to rush her to the hospital. Please forgive the inconvenience. Here are two tickets for tonight’s concert of Garth Brooks, the country-and-western music star.”

Their faith in humanity restored, the couple attend the concert and return home late. They find their house has been robbed. Valuable goods have been taken from thoughout the house, from basement to attic. And, there is a note on the door reading, “Well, you still have your car. I have to put my newly born kid through college somehow, don’t I?”

hehehehe

KUTNAIK & kutpai

Posted by Hitman > 2016-01-04 23:56 | Report Abuse

Wakakakaka..kutnaik..

Posted by Ratna NinjaGal > 2016-01-05 12:28 | Report Abuse

Hitman!!!! Hot. T!!!!

YS wakakakaka

Posted by Tessa Joseph > 2016-01-05 13:37 | Report Abuse

rikki, TJ also ada telegram group ka? The group am in ada Tony, SW, Chrissy, Nancy, Hepi, the rest I tak tau, perhaps pakai different ID. Ho.T that day I cari you, cos ada orang nak back door listing, now that group also cabut...hmmm

Hit, how's business cucuk tanam? LOL

Posted by tonylim > 2016-01-05 13:42 | Report Abuse

lol

Posted by rikki > 2016-01-05 13:42 | Report Abuse

Tessa,so many telegram groups nowadays. What is the name of your group ?

Posted by Tessa Joseph > 2016-01-05 13:48 | Report Abuse

University ....

If CT there aso I dunno LOL

Tony! :)

Posted by YS Babe > 2016-01-05 13:49 | Report Abuse

sokmo lari dari i3
hehehehehe

Posted by Tessa Joseph > 2016-01-05 14:04 | Report Abuse

YS one of my FB friend aso anak buka acc, so everytime birthday, happy birthday to his son instead of him LOL

Posted by YS Babe > 2016-01-05 14:10 | Report Abuse

awak aktif kat FB lagi ke?

Posted by Tessa Joseph > 2016-01-05 14:13 | Report Abuse

Nope. Once in the blue moon masuk. My dealer friend aso my FB friend, but never cakap about stocks there, anything email or whatsapp...hmmm

Posted by rikki > 2016-01-05 15:54 | Report Abuse

haha Tessa, Uni I was there but exit bcoz of the continuous fighting there.....thousands of unproductive messages :(

Posted by Hitman > 2016-01-05 19:11 | Report Abuse

Tessa, cucuk tanam biz very fruitful one..hehehe..kipidap bro rikki, thummmbbbsss upppp..now everybody come back....

Posted by YS Babe > 2016-01-05 19:30 | Report Abuse

kawan2 selamat malam, aku dapat ini dari email, aku kongsi

the power of a badge
A DEA officer stops at a ranch in Texas, and talks with an old rancher. He tells the rancher, "I need to inspect your ranch for illegally grown drugs." The rancher says, "Okay, but don’t go in that field over there," as he points out the location. 



The DEA officer verbally explodes saying, " Mister, I have the authority of the Federal Government with me." Reaching into his rear pants pocket, he removes his badge and proudly displays it to the rancher. "See this badge? This badge means I am allowed to go wherever I wish... On ANY land. No questions asked or answers given. Have I made myself clear? Do you understand?" 
 


The rancher nods politely, apologizes, and goes about his chores. 



A short time later, the old rancher hears loud screams and sees the DEA officer running for his life chased by the rancher's big Santa Gertrudis bull. 



With every step the bull is gaining ground on the officer, and it seems likely that he'll get gored before he reaches safety. The officer is clearly terrified.

The rancher throws down his tools, runs to the fence and yells at the top of his lungs. 

"Your badge... Show him your BADGE! "

hehehehe
KUTNAIK AND KUTPAI