Saturday, 12 December 2015

Tguan- The Next Shooting Star.


TGUAN.

It is another stock that will benefit from strengthening of USD! Why is the strengthening of USD is so much of hot topic nowadays? Needless to say, the impending interest hike by FED definitely will cause the further raise and strengthening of USD. Same go to the further slumping of Crude Oil Price due to OPEC's decision not to slow down its petroleum production! The technique is ... buy when everyone is fearful!

Next Question is how is the future growth of this company?

(let's take a look at the fact! )Taken from the latest quarter result:





Industry Trends & Development
The Ringgit’s depreciation had definitely improved the industry’s export competitiveness. Lower oil prices since October 2014 has allowed the industry to enjoy a period of lower material cost, low energy and production costs, which in turn, will boost gross margin for plastic products. Low oil price will also encourage consumer spending worldwide and cause product demand to increase. However, as average selling price is expected to drop in tandem with low material cost coupled with the down gauging trend, the Group has stressed on the need to secure more orders in order to meet internal revenue target in absolute term.

The manufacturing sector grew at a higher rate of 6.2% (2013: 3.5%), attributable to stronger performance of the export-oriented industries and expansion in the domestic-oriented industries. The total turnover of the Malaysian Plastic industry increased by 7.97% to RM 19.37 billion in 2014 (2013: RM 17.94 billion). Export of plastic products increased by 11.5% in 2014 to RM11.94 billion from RM10.71 billion in 2013 representing 62% of total turnover. Total export of plastic bags increased by 8.1% to RM3.99 billion while total export of plastic films and sheets increased by 17.7% to RM4.58 billion. Total export of plastic packaging materials increased in tandem with the recovery of the economies in Europe and USA. 


Prospects
In 2014, the Group completed its first phase of capital investment into high technology with the successful installation of the unique thin stretch film machines with in-line pre-stretching capability and edge folding. The machine will enable the production of down-gauged thin film which will reduce the usage of plastic materials and in turn are cost effective without compromising on film properties and strength. The 2 additional new machines to produce PVC food wrap have increased production capacity to 720 metric tons monthly and the Group expects significant contributions from these lines in 2015. The Group’s capital investment plan continues in 2015 with the installation of the 33-layer nano-technology stretch film line and a state of the art blown film line as well as additional PVC and other machines.

In line with its vision to be the leader in technological advancements in Asia Pacific and the aspiration of the nation to be a developed economy by 2020, the Group has set up a research and development centre, the first of its kind in Asia Pacific to accelerate product development and innovation. The R&D centre, expected to be fully operational by end 2015 will contribute to bring up the group’s products to a higher value proposition by ensuring “right gaughing” for its films to optimise resource utilisation resulting in cost savings for its customers and at the same time guaranteeing load stability and safety. It is also part of the Group’s corporate social responsibility initiatives to support the authorities in coming up with standards for road safety. Key focus of the R&D centre includes development of cargo load stability and safety solutions, research and innovation into plastic films composition and mechanical properties improvement, developments of safety standards to support the national plans for road safety and logistics, educational and training initiatives and a platform for researchers and industry to share and roll out ideas for the betterment of society.

The Group believes that these investments will help to differentiate its products and services to its target customers and move it further up the value chain to achieve better profit margin and in time, contribute positively to its growth and profitability. 


* Please take note that Neo Choo Ee & Co is one of the MAJOR shareholder as well. 

So, What say you? 

Monday, 12 October 2015

Is it true that Construction companies will be shining in current SLOW DOWN?


























Sarawak election is just around the corner! Are any of the Sarawak based construction companies benefit from the projects listed above?

Saturday, 3 October 2015

T. Harv Eker 8 principles of Speed Wealth!



Eker’s high-energy, ‘cut-to-the-chase’ style keeps his audience spellbound. T. Harv Eker’s motto is "talk is cheap" and his unique ability is getting people to take "action" in the real world to produce real success.
Eker is the author of the best-selling books, Secrets of the Millionaire Mind and SpeedWealth. He has also developed several highly-acclaimed courses such as The Millionaire Mind Intensive, Life Directions, Wizard Training and Train the Trainer. He is also the producer and trainer of the world-famous Enlightened Warrior Training.
T. Harv Eker is the son of European immigrants who came to North America with only thirty dollars to their name. He grew up in Toronto, but spent most of his adult years in the United States.
Money was scarce throughout his childhood, so at thirteen, Eker began his work career. As a teen he delivered newspapers, scooped ice cream, sold novelties at fairs, and suntan lotions at the beach. After a year at York University, he decided to take time off to pursue his dream of becoming a millionaire.
During his early adult years, he lived in five different cities, including Lake Tahoe and Ft. Lauderdale. He had a variety of jobs and started more than a dozen different businesses, but regardless of what he did, or how hard he worked, he just couldn’t achieve success.
Finally after many years of frustration, Eker hit the jackpot. He opened one of the first retail fitness stores in North America and grew the business to ten stores in only two and a half years. He then sold part of the company to a Fortune 500 corporation.
With the sale, Eker reached his dream. He was finally a millionaire; however, in less than two years, the money was gone. Through a combination of poor investments and unchecked spending, Eker was back at his original net worth … again.
It was at that point that Eker began developing his theories about people’s mental and emotional relationship to money. He realized that his "inner-money thermostat" was set for a specific amount of financial success, and that everyone else had a financial set point too. His most profound discovery was that this money blueprint could be changed. Using the principles and practices found in his book, Secrets of the Millionaire Mind, Eker reset his own blueprint to not only create success, but to keep it and grow it, and become a multi-millionaire.
During his years of struggle, Eker vowed that should he ever get rich, he would help others do the same. He has kept his promise. He has already touched the lives of over 1.5 million people, helping them move closer to their goal of true financial freedom.


The 8 Principles of SpeedWealth:
  1. Develop a Speedwealth mindset
  2. Deliver massive value
  3. Timing: Choosing the right business at Right Time
  4. Systemize
  5. Duplicate
  6. Leverage
  7. Cashing out
  8. Do it Now!
1. Develop a SpeedWealth Mindset
It’s important to understand that success is a learnable skill. You can always be more, have more and do more because you can always learn more.
2. Deliver Massive Value
T. Harv Eker defines money as a convenient symbol that represents and measures the value of goods and services exchanged between people. He describes the “Law of Income”, which is: You will be paid in direct proportion to the value you deliver according to the marketplace.
If you don’t deliver a lot, you don’t get paid a lot. Simple.
3. Timing: Choose the Right Business at the Right Time
Timing is everything in business. Choosing the right vehicle at the right time is a rarely and highly profitable skill that can be learned. You have to learn how to gauge and time the market – you have to know when to get in and when to get out.
It’s also important to make sure that you model success, instead of trying to reinvent the wheel.
4. Systemize
This is an important concept for every business, which is also talked about extensively in Michael Gerber’s book, The E-Myth. In SpeedWealth, Harv talks about how a business system is a repeatable process that produces a profit. The key philosophy in SpeedWealth and also in The E-Myth is to work ON the business, not IN the business.
The system is what gives you freedom. And once you’ve developed the system, and it works, you keep doing it again and again. Once you’ve systemized your business and it produces a steady cashflow of passive income, you simply duplicate it.
5. Duplicate
As mentioned, once you have a system that works, you then concentrate on duplicating it. You essentially learn how to leverage your business and scale it up to add value to more people.
But again, the system has to come first.
6. Leverage
t harv eker speedwealth
The key here is to work smarter, not harder. One of T. Harv Eker’s business motto’s in SpeedWealth is: “If you’re not using leverage, you’re working too hard, and earning too little!”
You need to focus on replacing yourself in the business, whether that’s with technology, systems, employees, or even virtual assistants. You want to leverage yourself so that you can add value to others and make money while you’re SLEEPING.
He talks about examples of leveraging yourself, such as creating products or even licensing your product.
7. Cashing Out
SpeedWealth entrepreneur starts with the end in mind. Harv talks about how once you’ve set up your systems and everything the right way, you either then have the option to keep it as a passive income stream or sell the business. But, no one will buy your business if it depends on you – that’s why you need to set up the systems so your business can run without you.
It’s important to start a business with the intention of “cashing out”, as you then are developing a systemized business process that is worth more as an asset. T. Harv Eker talks about his business FitnessLand that he sold for over a million dollars to Heinz (the Ketchup people), because of this process.
8. Do It Now!
Life is short. Whatever you want to do, do it now. Nothing is possible without taking massive action.
Harv says that the best three words of advice he’s ever heard about money is, “Get it handled!”
Money is an important TOOL. Money is like lubricant, going through life without it is very, very, rough. Money may not be able to buy happiness, but it can buy you FREEDOM.
If you’re someone who’s been putting off starting a business or a project, do it NOW!

If you need a soft copy or a downloadable copy of Speedwealth, please drop me a message. 

Sunday, 27 September 2015

KESM : semiconductor play


KUALA LUMPUR: KESM Industries Bhd’s net profit for the fourth quar- ter ended July 31, 2015 (4QFY15) rose 56.4% to RM10.45 million or 24.3 sen per share compared with RM6.68 million or 15.5 sen per share a year ago, primarily due to foreign currency translation income.

The period saw a foreign curren- cy translation income of RM3.11 million compared with a loss of RM7,000 in 4QFY14, its filing with Bursa Malaysia yesterday showed.

The semiconductor device test- ing firm’s revenue for the period was flattish at RM68.94 million compared with RM68.65 million in 4QFY14, with the marginal in- crease attributable to the appreci- ation of the US dollar against the ringgit on US dollar-denominated receivables.

KESM proposed a dividend pay- out of three sen per share, subject to shareholders’ approval in its forthcoming annual general meet- ing. For the cumulative 12 months ended July 31, 2015 (FY15), net profit jumped 56.5% to RM17.03 million or 39.6 sen per share from RM10.88 million or 25.3 sen per share in FY14.

Revenue for the period increased to RM263.12 million from RM254.37 million, primarily due to higher demand for burn-in and testing services.

In a statement, KESM execu- tive chairman and chief execu- tive officer Sam Lim said testing of semiconductor chips is the group’s growth engine, and the bulk of its expansion is testing devices for the automotive market. “More than one billion units of automotive de- vices were shipped last year from our factories in Malaysia and China to our customers, who are lead- ers in this market segment, and in support of this, KESM has invested close to RM70 million in the newest and most advanced range of burn- in and test equipment,” Lim said.

He added that KESM would continue to focus on high-growth opportunities in the semiconduc- tor industry, which is forecasting a 2.2% growth this year with reve- nues surpassing the US$300 billion (RM1.29 trillion) mark. “Demand for intelligent cars with enhanced features such as safety, connectivi- ty and mobility requires increasing volume of semiconductor chips in each vehicle. Our customers are rolling new innovative chips to the market at a faster pace to meet demand,” Lim noted. 



Monday, 24 August 2015

Have you taken your profit ?

When Major market like China, US, Europe etc drop more around 3-5% within a trading day, it is never a good sign! just imagine Dow Jones drop for more than 1000 points in the opening market today! which subsequently narrowed to 400 points ++. Luckily, managed to took profit earlier today for most of my portfolios. Let's increase cash position now till the FALLING KNIFE cease!

Friday, 21 August 2015

Don't forget to take PROFIT on the slump market!

Fears of a China-led global economic slowdown drove Wall Street to its steepest one-day drop in nearly four years on Friday and left the Dow industrials more than 10 percent below a May record.
Wall Street's selloff this week suggested investors are growing nervous about paying high prices for stocks at a time of minimal earnings growth, tumbling energy prices and an expected rate hike by the U.S. Federal Reserve that could gradually usher the end of almost a decade of easy money.
Stocks have seen few large moves this year, staying in a narrow range throughout 2015, but volatility spiked this month once China surprisingly devalued its currency. Weak Chinese manufacturing data on Friday, and another drop in China's stock market, rattled investors' nerves and led to Friday's tumble.
While this month's selloff has been swift, many analysts feel the declines may be close to being exhausted, with a turnaround possibly starting as soon as next week.
"If you're buying a stock, you're dipping a toe in here."
The Dow Jones industrial average closed down 530.94 points, or 3.12 percent, to 16,459.75, the S&P 500 lost 64.84 points, or 3.19 percent, to 1,970.89 and the Nasdaq Composite dropped 171.45 points, or 3.52 percent, to 4,706.04.
Next week, investors will focus on housing data, which has been strong of late, and the preliminary reading of second-quarter GDP, which could lead investors back towards riskier assets if they point to an improving U.S. economy.
The Russell 2000 index of small-cap stocks also confirmed a move into correction territory, marking a 10-percent decline from its most recent closing high on June 23.
The CBOE Volatility index, Wall Street's so-called fear gauge, touched its highest since October and notched its biggest-ever weekly percentage gain.
The S&P slumped 5.8 percent for the week, its biggest weekly decline since September 2011. The index lost more than $1 trillion of its value this week, according to S&P Dow Jones Indexes. Only 10 S&P 500 components advanced on Friday.
The selloff was broad, with all 10 major sectors in the red. The energy index dropped 2.6 percent as U.S. crude oil dipped below $40 a barrel for the first time since the 2009 financial crisis.
Many investors still anticipate the U.S. central bank will begin raising interest rates by the end of the year, but fewer of them expect a September hike after reading minutes from the Fed's July meeting on Wednesday.
Apple, still by far the most valuable U.S. company, fell 4.6 percent to $107.44, the biggest drag on the S&P and the Nasdaq.
For the week, the Dow dropped 5.8 percent and the Nasdaq tumbled 6.8 percent.
So, be smart when we invest! Do lock in the profit while you stock rise in a volatile market like this! There will be always chance to buy at lower price later on! 
Cheers!

Thursday, 20 August 2015

GO ! Go ! Go! Export based stocks!! Hevea , Hevea - wb ~20 % gain in a week, same go to SAM ~10% gain in a week despite the FALLING market!

Export stocks will do well in this bearish KLSE market

Author: Ooi Teik Bee   |   Publish date: Thu, 20 Aug 2015, 08:46 AM 

Dear valued readers,
Ringgit is > 4.00 to 1 USD now, we should continue to focus on export stocks. The strengthening of USD will help to improve the EPS or EBIT of the export stock. 
I will enclose the chart of the following stocks to show you the trend.
Export stocks
Vs
Mpi
Latitud
Liihen
Heva-WB
KLSE component stocks
Maybank
Sime
Tenaga
TM
KLK
Please decide yourself which sectors will you choose. We want to buy up trending stocks only, but not down trending stocks like most of FBMKLCI component stocks.
Final decision is yours.
Thank you.
Ooi


Above are the comments from Mr Ooi Teik Bee! the veteran of the KLSE! 
He really sharp with his stocks selections! 
This actually apply to the stocks I have picked for myself, e.g :
1. HEVEA
2. HEVEA Wb
3. SAM 

Seem likes our Hevea, Hevea Wb and SAM doing excellent this week!
Hevea RM 0.84 to RM 0.955 ( almost 20 % gain)
Hevea wb RM 0.65 to RM 0.72 ( almost 20 % gain)
SAM RM 4.45 to RM 4.85(~10%gain) 
can they go higher?
Don't forget to lock in some profit in the meantime. All the best folks!



I also wish to share with you something really important! 
why does people chase for wealth? It is not really the money itself... if you chase after money, at the end of the day, even you get millions, billions of dollar, you will still feel the emptiness if the money does not fulfill your need!
so what is the need that human tend to fulfill with their wealth?

Need 1: Certainty/Comfort

The first human need is the need for Certainty. It’s our need to feel in control and to know what’s coming next so we can feel secure. It’s the need for basic comfort, the need to avoid pain and stress, and also to create pleasure. Our need for certainty is a survival mechanism. It affects how much risk we’re willing to take in life—in our jobs, in our investments, and in our relationships. The higher the need for certainty, the less risk you’ll be willing to take or emotionally bear. By the way, this is where your real “risk tolerance” comes from.

Need 2: Uncertainty/Variety

Let me ask you a question: Do you like surprises? If you answered “yes,” you’re kidding yourself! You like the surprises you want. The ones you don’t want, you call problems! But you still need them to put some muscle in your life. You can’t grow muscle—or character—unless you have something to push back against.

Need 3: Significance

We all need to feel important, special, unique, or needed. So how do some of us get significance? You can get it by earning billions of dollars, or collecting academic degrees—distinguishing yourself with a master’s or a PhD. You can build a giant Twitter following. Or you can go on The Bachelor or become the next Real Housewife of Orange County. Some do it by putting tattoos and piercings all over themselves and in places we don’twant to know about. You can get significance by having more or bigger problems than anybody else. “You think your husband’s a dirt bag, take mine for a day!” Of course, you can also get it by being more spiritual (or pretending to be).
Spending a lot of money can make you feel significant, and so can spending very little. We all know people who constantly brag about their bargains, or who feel special because they heat their homes with cow manure and sunlight. Some very wealthy people gain significance by hiding their wealth. Like the late Sam Walton, the founder of Wal-Mart and for a time the richest man in America, who drove around Bentonville, Arkansas, in his old pickup, demonstrating he didn’t need a Bentley—but of course, he did have his own private fleet of jets standing by.
Significance is also a money maker—that’s where my dear friend Steve Wynn has made his fortune. The man who made Las Vegas what it is today knows people will pay for anything they believe is “the best,” anything that makes them feel special, unique or important, anything that makes them stand out from the crowd. He provides the most exclusive, luxurious experiences imaginable in his casinos and hotels—they are truly magnificent and unmatched in the world.

Need 4: Love & Connection

The fourth basic need is Love and Connection. Love is the oxygen of life; it’s what we all want and need most. When we love completely we feel alive, but when we lose love, the pain is so great that most people settle on connection, the crumbs of love. You can get that sense of connection or love through intimacy, or friendship, or prayer, or walking in nature. If nothing else works, you can get a dog.
These first four needs are what I call the needs of the personality. We all find ways to meet these—whether by working harder, coming up with a big problem, or creating stories to rationalize them. The last two are the needs of the spirit. These are more rare—not everyone meets these. When these needs are met, we truly feel fulfilled.

Need 5: Growth

If you’re not growing, you’re dying. If a relationship is not growing, if a business is not growing, if you’re not growing, it doesn’t matter how much money you have in the bank, how many friends you have, how many people love you—you’re not going to experience real fulfillment. And the reason we grow, I believe, is so we have something of value to give.

Need 6: Contribution

Corny as it may sound, the secret to living is giving. Life’s not about me; it’sabout we. Think about it, what’s the first thing you do when you get good or exciting news? You call somebody you love and share it. Sharing enhances everything you experience.
Life is really about creating meaning. And meaning does not come from what you get, it comes from what you give. Ultimately it’s not what you get that will make you happy long term, but rather who you become and what you contribute will.
Now think about how money can fulfill the six human needs. Can money give us certainty? You bet. Variety? Check. Obviously it can make us feel important or significant. But what about connection and love? In the immortal words of the Beatles, money can’t buy you love. But it can buy you that dog! And it can, unfortunately, give you a false sense of connection because it attracts relationships, although not always the most fulfilling kind. How about growth? Money can fuel growth in business and in learning. And the more money you have, the more you can contribute financially.



Wednesday, 19 August 2015

Market Trend.... Awaiting FED minutes on 19th August 2015!

What will the Fed Minutes on 19th August 2015 be? 

A long waited interest hike?



U.S. stocks fell for a second day as a selloff in emerging markets fueled concern global growth is slowing at the same time the Federal Reserve considers the path for higher interest rates.
Caterpillar Inc., DuPont Co. and Freeport-McMoRan Inc. paced declines as raw-material and industrial shares slumped more than 1.2 percent as a group. Chevron Corp. slid 2.3 percent and Marathon Oil Corp. lost 4.1 percent after a government report showed U.S. crude stockpiles increased.

The Standard & Poor’s 500 Index fell 1 percent to 2,075.34 at 10:54 a.m. in New York, falling below its average price for the past 200 days for the third time this month. The Dow Jones Industrial Average lost 197.39 points, or 1.1 percent, to 17,313.95, with all 30 components retreating. Trading in S&P 500 companies was 9 percent below the 30-day average for this time of the day.
“There’s a lot of uncertainty around the outlook for the market here,” said Walter Todd, who oversees about $1.1 billion as chief investment officer for Greenwood Capital Associates. “You’ve got the Fed meeting coming up. There’s still a lot of uncertainty around China. Earnings have been OK, but not great. You’ve seen the market bouncing around in the range lately. There’s a lack of clarity here.”
Emerging-market equities sank to a four-year low on concern investors will withdraw money faster as the Chinese economy slows. European stocks also followed suit.
Concerns about global growth are increasing as the Fed considers the timing of its first interest rate increase since 2006. Minutes from the central bank’s July meeting are due at 2 p.m. in Washington. Traders are pricing in a 48 percent probability of a rate move at the September meeting.

When its last meeting ended July 29, the Federal Reserve hinted that its first interest rate hike in nearly a decade was nearing. All it wanted to see was “some further improvement in the labor market” and more confidence that inflation will move back up to its 2% objective.
That got Wall Street thinking that the Fed would move at its September 15-16 meeting. Today’s release of the minutes of the Fed’s July meeting could offer more clues related to its rate hike “liftoff” timetable.


“At the time of the July meeting, there was a higher expectation that they would move in September,” says Kate Warne, investment strategist at Edward Jones.

Warne added that it would not surprise her if the minutes “reaffirmed the view” of a September hike “unless we see weak employment growth” in the August jobs report set for release Sept. 4.
But there’s a catch, she says: “Since the July meeting there’s been a lot more international turbulence.” Warne, of course, is referring to the market angst sparked last week by China’s decision to devalue its currency and the continued selloff in oil prices.
“The question will be: Does weakness in China and international disruptions make it more likely the Fed stays on hold, as in the past the Fed has commented on international conditions as weighing” on its deliberations, Warne says.


However, she still believes the Fed is more focused on domestic issues, such as the strengthening labor market and better growth numbers in the U.S.

Warren Buffet Speech during 2008 Financial CRISIS

A little history here: During the Depression, the Dow hit its low, 41, on July 8, 1932. Economic conditions, though, kept deteriorating until Franklin D. Roosevelt took office in March 1933. By that time, the market had already advanced 30 percent. Or think back to the early days of World War II, when things were going badly for the United States in Europe and the Pacific. The market hit bottom in April 1942, well before Allied f...ortunes turned. Again, in the early 1980s, the time to buy stocks was when inflation raged and the economy was in the tank. In short, bad news is an investor’s best friend. It lets you buy a slice of America’s future at a marked-down price.
Over the long term, the stock market news will be good. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497.
You might think it would have been impossible for an investor to lose money during a century marked by such an extraordinary gain. But some investors did. The hapless ones bought stocks only when they felt comfort in doing so and then proceeded to sell when the headlines made them queasy.
Today people who hold cash equivalents feel comfortable. They shouldn’t. They have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value. Indeed, the policies that government will follow in its efforts to alleviate the current crisis will probably prove inflationary and therefore accelerate declines in the real value of cash accounts.
Equities will almost certainly outperform cash over the next decade, probably by a substantial degree. Those investors who cling now to cash are betting they can efficiently time their move away from it later. In waiting for the comfort of good news, they are ignoring Wayne Gretzky’s advice: “I skate to where the puck is going to be, not to where it has been.”
I don’t like to opine on the stock market, and again I emphasize that I have no idea what the market will do in the short term. Nevertheless, I’ll follow the lead of a restaurant that opened in an empty bank building and then advertised: “Put your mouth where your money was.” Today my money and my mouth both say equities.

Friday, 14 August 2015

Further details about SAM ( Why SAM is a SURE WIN stock to invest? )

My golden rules are always: FUTURE GROWTH!



Reasons for SAM:

1. "Our huge aerospace order backlog stands at RM3.1 billion and it provides the thrust to grow our business to reach the RM 1 billion revenue." This is the order book for SAM, base on the annual report 2015! Main contributors is the CROSSOVER PROJECT! The Crossover project will continue to drive growth in thier aerospace business, which contribute to 80 % of SAM's Revenue.


2.  Sound really like Tony Robbins! Do you know what is the motto of the company?
"Our motto of “We are always above and not beneath, the top and not the bottom, the head and not the tail” is the stimulus for us to march ahead and stay ahead of the game in whatever we do. This is our “Driver”. Believing in it and making it happen. All things are possible to one who believes, as with Adidas “Impossible Is Nothing” and Nike “Just Do It”."


3. Increasing EPS especially recent quarters as boost by Stronger USD ( as for today 1 USD= RM 4.05 )




4. NTA RM 4.42. Float shares 0.69 % only. ( any increase in EPS or good news will propel the stock price to the sky! )

5. What is the company about?
The Group has three reportable segments, as described below, which are the Group’s strategic business units. The strategic business units offer different products and services, and are managed separately because they require different technology and marketing strategies. For each of the strategic business units, the Group’s Chief Executive Officer (the chief operating decision maker) reviews internal management reports at least on a quarterly basis. The following summary describes the operations in each of the Group’s reportable segments :

I. Aerospace           Provides a dedicated end-to-end manufacturing solutions on critical engine parts and other related equipment parts 

II. Equipment manufacturing     Provide an array of equipment engineering and solutions for commercial, semiconductor and other industries 

III. Precision engineering        Provides a dedicated end-to-end precision manufacturing solutions on engineering and high precision tooling including large format CNC machining parts 




OUTLOOK for year 2015

The Group’s aerospace business has grown, making up 69% of the Group’s total revenue. The equipment business has seen cycles of volatility and this segment of our business has remained weak last year. The demand for the aero-engine cases has stretched the utilization of our production machines to their maximum capacity. The aerospace business is expected to continue in its current momentum for the next few years barring any significant global economic event. 

SAM Engineering & Equipment is now a global brand and competing against established companies in the United States, Europe and other parts of Asia. With manufacturing facilities in Singapore and Malaysia, it has the capacity and capability to address the needs of the market. The significant order backlog for aerospace products reinforces our growth plans. For our equipment business, the strategy of expanding into the front-end semiconductor equipment arena has taken off quite successfully, winning projects that have high-entrybarriers. The Group is making significant progress as a specialty player in this segment of the industry. Although the demand for the data storage test equipment was still weak, the Group was able to register a revenue of RM452 million and profit after tax of RM34.6 million in the financial year under review. The profit after tax is an increase of 22% over the preceding year. 

The United States is registering strong growth while the European economies have significant downside risks at the moment. In the Asia-Pacific region, the growth rates of China and India are expected to converge to 5.5 percent growth on average from 2015-2019. Southeast Asia is evolving and will have the potential to become a global production hub. The IATA (International Air Transport Association) survey in April 2015 shows that airline profitability continues to improve. The positive outlook is supported by stronger growth in traffic volumes as well as lower fuel costs. Aircraft manufacturers are delivering new aircraft to airlines at increasing rates to meet demand especially for new aircraft models such as Boeing 787 and Airbus 350XWB. New launches of Airbus 320neo and Boeing 737Max are expected from 2017 onwards. This augurs well for the Group which has long term contracts to supply products for these new aircraft models. According to the industry analysts, the outlook for the semiconductor industry in 2015 is positive and the equipment market is expected to grow this year. 

The data storage devices are entering into a transition phase. For years, the hard disk drives (HDDs) held a commanding position simply because the solid-state drives (SSDs) were far more expensive. This is changing rapidly as the price differential between the two disk technologies has narrowed. The Group has been keeping abreast with this changing environment and positioning itself for the next wave. The public shareholding of the Group is at 27.05% as at the end of the financial year.


Thursday, 13 August 2015

What to expect in current Market?



How fast bank reserve had drop and Dr.Zeti intention not to peg and capital flow control. How to define market reaction on bank reserve drop below 100bil ? Monday gapping down forming daily weekly gapping down candlestick and continuious plundge down to first day bounding today. 

US Fed will hike rate in thie year which hints bank reserve will continuous to go further downward direction; this is why Dr.Zeti can't peg and capital flow control. They have to let them continuous fall down further without defending any ringgit currency. As a fund manager perspective, we are waiting ringgit to 4.10~4.30 this is safety margin entry point to invest in Malaysia market; entering now may exposr our unit trust fund to foreign exchange rate losses, equities losses, bond losses 3 side losses. Weekly update foreign fund flow chart by Yp indicate they are keep on selling to reduce 3 side losses. 

This is current situation. We foresee bank reserve and ringgit will continuous drop further onwards until Fed first time hike rate. From now onwards to Fed first time hike rate, Malaysia Currency, equities, bond will more volatile than usual. Liquidity of USDollar are able sustain in this year mentioned by Dr.Zeti today translate into no big crash happen this year support at PER10x 1500 support.


As for the Edge Market : 

The ringgit weakened to a new level against the US and Singapore dollar today after crude oil prices fell below US$42 (RM171) a barrel in overnight trades.
Today, the ringgit depreciated to a fresh level against the US dollar at 4.1270 and 2.9346 versus the Singapore dollar. Earlier, the ringgit opened at 4.0201 and 2.8697 against the US dollar and Singapore currency respectively.
The ringgit's strength correlates with crude oil prices as the commodity forms a crucial component of the Malaysian economy.
Reuters reported that US crude oil prices remained close to their lowest in over six years early on Friday, as rising US stockpiles stoked oversupply and on worries over demand from slowing economies in Asia.
US oil prices tumbled more than 3% to a 6½-year low under US$42 a barrel on Thursday as data showing a big rise in key US stockpiles intensified concerns over a growing global glut.
In Malaysia, AmBank (M) Bhd wrote in a note it remained unclear how far the ringgit would likely depreciate against the US dollar given Malaysia's plunging external reserves, looming US interest rate hikes, ongoing decline in crude oil prices and the devaluation of China's currency.
AmBank argued that the ringgit was not fundamentally flawed but suffering from bad sentiment.
"Concerns are resurfacing if Bank Negara may reintroduce currency peg to curb speculative pressure.
"Our macro and market analysis detects no major stress signs to suggest for ringgit peg possibility. Compared to the 1997 and 1998 Asian financial crisis, the depletion of foreign exchange reserves is more severe this time but we take comfort from stability in industrial production and M1 (money supply) growth," AmBank said.

Wednesday, 12 August 2015

Invest in SAM RM 4.6 ( Congratulation for those bought hevea yesterday! > 10 % gain in 24 hours!!!!)


Invest in SaM!
Why!!
FUTURE growth!!!!
1) Strong order books of RM3billions keep thecompany busy until 2026
2) Management determination - Become globalplayer with annual revenue more thanRM1billions
3) Strong balance sheet -RM103millions cashwith zero borrowing, dividend yield of 4.14%
4) Reputable customers, GE Aviation. subsidiaryof General Electric, which is listed companyin Dow Jones index
With Months Low at 4.6, its definitely a burgin buy!!!
Just analyse and annualise its eps 18 cent x 4= 72 cents, giving a PE almost 6 ONLY!!!!
Why not?

Why SAM? Order book of RM3Billions and pure cash company (RM103Millions)- (TP:RM10.95)

Author: itjustabouttheprofit  

1) Strong order books of RM3billions keep the

company busy until 2026

http://www.thestar.com.my/Business/Business-News/2014/09/08/SAM-plans-to-grow-via-additional-investments-and-acquisitions/?style=biz
From the Star report as at 8 September 2014, the company already have RM2billions orderbook on September 2014


http://www.sam-malaysia.com/wp-content/uploads/2015/06/Latest-News_17-June-2015.pdf
http://www.sam-malaysia.com/wp-content/uploads/2015/05/Latest-News_26-May-2015.pdf
Refer to the link above, Avitron Pte Ltd, wholly-owned subsidiaries of the company have received RM450millions contracts from GE Aviation on 26 May 2015 and RM900millions contracts from GE Aviation on 17 June 2015. These brought the company currently stood at RM3billions order book.
Calculations are as follows:
                RM'000
Total order book as per Sep 14           2,000,000
Revenue as per 30/09/2014             (112,328)
Revenue as per 31/12/2014             (113,542)
Revenue as per 31/03/2015             (132,493)
New contracts on 26/05/2015               450,000
New contracts on 17/06/2015               900,000
Total order book as per 17/06/2015           2,991,637
The order book of RM3billions will keep the company busy until 2026.


With the RM3billions order book, the company will able to maintain revenue for the latest quarter, which is RM132million for 5 and a half year!!! (5.5 x 4 x 132 = RM2.904billions)


2) Management determination - Become global
player with annual revenue more than
RM1billions

Refer to the annual report 2014, the company management planned to target annual revenue of RM1billions in the next 2 to 3 years. For year 2015 (up to 17/06/2015),the company have received order book of RM1.35billion (as stated above). These marked the management determination to archieve the target annual revenue of RM1billion, which is 121% inceased in total revenuefrom rolling revenue for the past 4 quarters!! From The Star news above, the management also stated that they are targetting to become the leading player in Asia Pacific in aerospace industry.
3) Strong balance sheet -RM103millions cash
with zero borrowing, dividend yield of 4.14%

As per latest quarterly report, the company held RM103millions of cash and cash equivalents, which is RM1.23 per share!! Other than that, the company have zero bank borrowing and RM79million of trade and other payables. Net assets for the company stood at RM4.46 per share.
Also, the company have declared RM0.1725 per shares of final and special dividends during 2014, which translated to 4.14% of dividend yield. For financial year 2015, the company expected to declare the dividend during July 2015, which is one month from now. As the company's profit grew for current financial year, hence we expected a better dividend payout for this year.


4) Reputable customers, GE Aviation, subsidiary
of General Electric, which is listed company
in Dow Jones index

The main customer of the company, GE Aviation, which is among the top aircraft engine suppliers and offers engines for the majority of commercia aircraft in the world.
GE Aviation is one of the subsidiaries for General Electric Company which is listed in the Dow Jones Index (top 30 largest company in term of market value in US).
https://www.ge.com/sites/default/files/ge_webcast_pressrelease_01232015_1.pdf
According to the quarterly report for General Electric Company. GE Aviation have contributed USD24billions revenue during financial year 2014 for General Electric Company. 

5) Strong currency exchange against ringgit lead
to increase in total revenue

As most the contract signed in US dollar (refer to the attachment for the latest contract on 17 June 2015 and 26 May 2015), we expected the total order book will increased (in term of ringgit) as ringgit have been depreciation about 10% to 20% during 2015.

Trade at your own risk!!! Do research before any investment decision!! Happy trading :-)

Invest in Hevea RM 0.83

Invest in Hevea again! RM 0.83
When everyone is fearful, it is time to invest!
Why the market drop?
- The FBM KLCI fell 26.78 points as the ringgit weakened above 4.0000 versus the US dollar on continued foreign selling after China devalued its currency. China's move had routed Asian share markets and currencies.
-For now, it is still uncertain how much the ringgit will weaken further against world currencies as prospect of US interest rate hikes this year led to demand for US dollar-denominated assets.
-China's move to devalue its currency may also prompt Asian central banks to do the same to ensure export competitiveness.
- Political instability in Malaysia??
- Foreign investors Running Like Hell in last 3 days!
Nevertheless, fundamentally for Hevea
1. last EPS 4.5 cents ( base on 1:4 split), if we annualise its eps 4.5 x4 (18 cents ) , giving its latest PE <<< 10!!
2. not to forget the rise of us dollar is actually a boost for its EPS!
well, when is the best time to enter current market in view of huge in volatility? I don't know... but, you can buy in stages any stocks with good prospect according to your own judgement.




sharing from Mr Koon Yew Yin:

Lesson for the failures in Share Investment - Koon Yew Yin

Author: Koon Yew Yin   |   Publish date: Tue, 11 Aug 2015, 08:45 AM  

First of all, you must truthfully examine your own track record to see your performance in share investment. If have not been successful, you must change your method of selecting shares. If your selected shares continually cannot go up in price, it means that you do not even know the basic fundamentals in share selection. You must read all my articles I posted in i3investors.com, bearing in mind that there are a few failures whose commentaries are abusive and senseless. They cannot even write without some grammatical errors. They must seriously examine their own track record.
Most important share selection criteria:
There are many stock selection criteria such as NTA, dividend yield, cash flow etc. The most important is profit growth prospect. Earning per share, EPS growth is the most powerful catalyst to move share price. The reason why Latitude Tree went up from Rm 1.00 to above Rm 7.00 in the last 26 months is because its quarterly profit as announced in Bursa has been increasing continuously. It went up yesterday when KLCI drop 28 points.
Now you must check all your current holdings. You must make sure that they can make more profit this year than last year, otherwise the price will drop when they announce reduced profit for the year. If you are not sure that some of your holdings will make more profit this year than last year, you must not be afraid to sell and cut loss.   
Emotion overtakes logical thinking: 
If you have been selecting shares with good fundamental qualities and yet you could not make money, you have to examine your behavior when the market is up or when the market is down. Do you dare to buy now when the market is plunging? Yesterday, 10th Aug 2015, the KLCI dropped 28 points. Are you selling your shares even they are really good shares?
Did you sell to make profit when the market was euphoric, people were buying like crazy? If you did not, you have to seriously control your emotion. You must make sure that your emotion will not control your logical thinking.
With most major decisions in life, emotion overtakes logical thinking. As a result, most investors including professionals cannot perform. They are called “irrational investors”.
To be a successful investor, you must overcome your emotion and be able to think logically. You must have the guts to go against the crowd and be a contrarian investor. You must dare to buy while others are selling desperately and you must dare to sell when others are eager to buy aggressively.
Share prices move up and down like a yoyo: 
Finally, the most important and rarest quality of all, is the ability to live through volatility without changing your investment thought process. This is almost impossible for most people to do. When the chips are down they find it hard to sell their stocks at a loss. They find it difficult to average down or to even put any money into stocks at all when the market is going down.
People don’t like short term pain even if it would result in better long-term gain. Very few investors can handle the volatility required for high portfolio returns. They equate short-term volatility with risk. This is irrational. Risk means that if you are wrong about a bet you make, you lose money.
A swing up or down over a relatively short time period is not a loss and therefore not risk, unless you are prone to panicking at the bottom and locking in the loss. But most people just can’t see it that way. Their brains won’t let them. Their panic instinct steps in and shuts down the normal brain function. Their emotion controls their logical thinking process.
My advice: You should not invest in shares
  1. if you cannot control your emotion and sell desperately now as if the market cannot rebound.  
  2. If you cannot understand the quarterly report announcement in Bursa.
  3. If you cannot understand the company annual balance sheet.
  4. If you cannot afford to lose some money because share investment is risky.
  5. If you are always too busy and have no time to review your share holdings.
  6. If you cannot understand what is P/E ratio, NTA, Cash flow, dividend yield etc.
  7. If you could not appreciate all my articles I posted in i3investor.com.