VG
KIP REIT
09-03-2017
CG
KESM
10-03-2017
NTPM- cost increase, after the uncertainty of cost increase profit will be stable back. Currently overvalued
14-03-2017
VG
BAUTO- new model next year, step in Philippine market, going to list on the Philippine Stock Exchange raise funds for outlets, warehousing, body repair and paint shop facility and the establishment of an automotive academy.
15-03-2017
BJFOOD- stable profit
CG
SCGM- Product market share increase due to ban the use of Polyamide (保丽龙)
16-03-2017
CG,VG
TOPGLOVE
Expansion : Factory 30 (May 2017), Factory 31 (November 2017), Factory 32(December 2018), develop Industry 4.0 to reduce worker and timing
16-03-2017
CG
MAGNI
20-03-2017
CG
Gkent
22-03-2017
CG
POHUAT
OCR
CG,VG
SCIENTX
completed the acquisition of its packaging building plant in United States, another plants in Ipoh is expected to be fully completed by 2017, plant in Pulau Indah start contribute revenue which was officially opened in September 2016
23-03-2017
CG
GAMUDA
VG
VIS
24-03-2017
CG
SUPERLN
27-03-2017
CG
JAYCORP
BISON
VG
PRLEXUS- new plant will be done in 2018 at vietnam, stock like magni
28-03-2017
ASTRO- stable profit
CG
VS
UMCCA
29-03-2017
TDEX-CG,VG not sure
KMLOONG-plantation
VG
COMFORT-The Group is planning to install an additional 8 production lines in financial year ended 2018 to bring the total production lines to 48. This will boost productivity by at least 20%.
COMCORP
CG,VG
HAIO
30-03-2017
VG
ESAFE
CG,VG
CYPARK
12-04-2017
HEIM- dividend (4.57%)
18-04-2017
AMFIRST (trust-5% dividend)
CG
CMMT- reit, 5.7% dividend
CG
IBHD
19-04-2017
GADANG- contruction
CG
PBBANK
20-04-2017
BAT- High dividend (6%)
WZSATU- oil&gas, stable profit
25-04-2017
UNISEM
FIBON
UTDPLT-plantation
pantech- oil&gas
TAKAFUL-stable profit, online sale
CG
NESTLE
IGBREIT (5% dividend)
AEONCR-low PE
HLIND
VG
GTRONIC-new products in the second half of the financial year
26-04-2017
ESCERAM
CG
BURSA
27-04-2017
DLADY-stable profit
TENAGA
HOMERIZ-stable profit, high dividend (5%)
TWRREIT-high dividend (5.7%)
CG
MAXIS
VG
WPRTS
28-04-2017
DIGI-stable profit
CG
LUXCHEM
CARING-pharmacy
RVIEW
VG
TMCLIFE- new Ipoh Fertility Centre which commenced operations in February 2017 and specialist clinics opened in January 2017 at Tropicana Medical Centre in Kota Damansara.
03-05-2017
CG
SUNREIT-high dividend (5%)
VG
F&N
DAIBOCI
04-05-2017
APM
MISC-stable profit, dividend 4%
CG
MQREIT-high dividend (6%)
SAMCHEM-low margin (2%)
09-05-2017
PENTA
VG
GASMSIA-Gas Malaysia Bhd is setting aside about RM500 million in capital expenditure for its pipeline network expansion in the next three years, which includes its Natural Gas Distribution System (NGDS) network in peninsular Malaysia.
CG,VG
HARTA-Hartalega has also embarked on Phase 2 of NGC, with 10 out of 12 lines at Plant 3 currently operational. The remaining lines at Plant 3 and 4 of Phase 2 are expected to be operational by end-2017
11-05-2017
GESHEN
VG
3A-收购雪州地库及工厂，收购价总额达1700万令吉,充作扩展食品生产用途，预期在今年第三季完成上述收购。
12-05-2017
VG
LUXCHEM-化学品制造与贸易
15/16-05-2017
HUPSENG
CG
BIMB
MUDA-low margin
IOICORP
OSKVI-investment company
VG
CHINHIN-acquisition three plant completed in 2017, guaranteed profit after tax for 2017 from MIPCP of RM6.00 million, venture extensively into Asean Pacific region especially Singapore market.
INARI- new iris scanning manufacturing began in the current quarter
CG,VG
FPGROUP
PCHEM
DIALOG
NHFATT-can monitor
17-05-2017
CG
AHEALTH-pharmaceutical products
CARLSBG-4.87% dividend
18-05-2017
TAMBUN-Properties, 6% dividend
NETX
CENTURY
SAM-航空业
CG
VITROX-Technology
PMETAL
ELKDESA-Hire Purchase Financing, Furniture
VG
ECM-acquire 7 company
TOMYPAK- completion of the new plant at the end of March 2017
CG,VG
AEMULUS-Technology
19-05-2017
SERBADK-under value
MAGNUM-6% dividend
RANHILL-6.8% dividend, low margin
CG
CHOOBEE
VG
IHH
22-05-2017
WELLCAL-stable profit & dividend (4%)
KLK-Plantation
UOADEV-Properties,dividend (5.6%)
SCICOM-can monitor ,dividend (3.86%)
BKAWAN
KIANJOO-under value
TUNEPRO-short-term pain for long-term gain
KLCC-stable profit and dividend(4.5%)
CG
CCMDBIO
UCHITEC -dividend(5.7%)
MLGLOBAL-consolidation of MITCE turn MLGLOBAL to profit making company, overvalue
VG
MFCB-good growth, slightly under value,recommend to hold
RUBEREX-The second phase — which would increase capacity by another 500 million pieces to 1.5 billion pieces per year — is now underway, said the group. "Commercial production is expected to commence by the second half of 2018," it said.
ELSOFT-first quarter testing new product, step in to medical equipment and solar cells industry
23-05-2017
RHBBANK
AYS-may gain from steel industry
BPLANT-high dividend, 8.79%
IGB-stable profit
STAR-数码转型,数码营收成长,印刷与数码业务营业额减少
TAANN -slowly growth
IOIPG-property, good growth, low dividend 2%
GDEX-受惠电子商务
UMSNGB
HEKTAR-reit,收购1Segamat，由于贷款额到顶，可能会有附加股。收购1Segamat后，如果重组顺利（引进大品牌），价值还会增长。dividend 7%
CCM-potential to growth, as quit from Fertilizers business in 2016, may turn loss to profit
TM-stable profit
E&O-property
ALAQAR-HEALTHCARE REIT, dividend 4.9%
ALSREIT-reit, dividend 5.8%
CG
INNO-plantation, good growth
LIIHEN-good growth & dividend 8%
PESONA-have to check potential good growth
POS
YSPSAH-Pharmaceutical,profit margin increase
ANNJOO
VG
BIPORT-虽然三马拉如工业港口将在下半年全面投运，但该公司需为此纳进相关开销，因此预期2017财政年盈利将走低。
EVERGRN-can monitor
G3 Quarter-break-even by the first quarter of next year.
GPACKET-Green Packet announced it had acquired a 22% stake or 30.25 million shares in G3 Global.Atilze Digital Sdn Bhd, G3 Global's wholly-owned subsidiary, announced it was collaborating with Axiata Group Bhd to explore and develop IoT opportunities across Southeast Asia, with an initial focus on connected car solutions and the commercialisation of city-wide low-power long-range wireless communication (LoRa) network deployments. break-even by the first quarter of next year.
WCEHB-233公里的收费高速大道，从雪州的万津开始至霹雳太平(经营期为60年)，大道将从2018年杪开始收费。收费大道料为其未来盈利的其中主要来源。
24-05-2017
SEM- 7-eleven
TSRCAP-construction
ORIENT
DNEX
HSPLANT-plantation,dividend 4.2%
FIMACOR-stable profit, dividend 5.4%
FREIGHT
HARBOUR-can monitor, profit may rebound
TRC-construction
UOAREIT-6%
HARISON
CG
INSAS
MBSB-merge with asian finance bank, need approval from major shareholder
CIMB
25-02-2017
OLDTOWN
AAX
KERJAYA-CG,Construction
MAYBANK-Revenue increase increase, net profit drop
IJM-CG,construction
PETRONM- PETRONM mentioned will increase 90% production of oil, OPEC agree lower down the production but oil price already built in
SYSTECH-stable growth of revenue
YTLREIT-dividend (6%)
CHINWEL-Fasteners Products:low selling price, high raw material cost ; Wire Products: good growth. Prospect mentioned will looking for new business.
CG
DSONIC-passport data pages
TONGHER-increase of sales volume, selling price for Aluminium segment and higher selling price for Fasteners segment, dividend (4.5%)
SUNZEN -new business starting 2017 booth revenue increase 400%, overvalue
YTLLAND- Properties
PRESTAR-steels product
EMETALL-steels product
VG
PPB
PTRANS-PERAK TRANSIT
YTLPOWR-dividend (6.5)
BCMALL- distribution of medical divice and laundry equipment
AEON-3rd quarter open outlet in johor
CGVG
AIRASIA
N2N-acquisition of AFE give N2N become one of the largest Asian base platform provider.
KOSSAN
26-05-2017
KRONO-data storage
BPPLAS- plastics, new machine start FY16Q4, expected increase 12% production
PIE
ECONBHD-CG,Construction
MITRA-Construction
CG
cscstel
ACCSOFT-e-commerce platform
RCECAP-Finance
CAREPLUS-fair value
PESTECH
VG
CCK
KPJ-hospital
KTC
TASCO-acquisitions of Gold Cold Transport Sdn Bhd and MILS Cold Chain Sdn Bhd.The group expects to complete the acquisitions by the end of 1QFY18 or early 2QFY18.
CGVG
GHLSYS
JFTECH
29-05-2017
XOX
HLFG
SPRITZER
MIKROMB
PWF-selling (chicken,egg), high dividend 7%
COCOLN (potential VG company, looking expansion to indonesia)
TAGB
CSCENIC-dividend 6.45%
TA
OFI
QL
SUNWAY
GENM
GENTING
AJI
CG
JHM
HLBANK
HLCAP-investment
MMSV
SKPRES-very good growth
VG
SEDANIA- can monitor
JOHOTIN- joint venture to be contributing additional revenue
and profits in the 2nd half of 2018.
LAYHONG, selling (chicken,egg), dividend 5%
CGVG
TNLOGIS
RHONEMA
No comments:
Post a Comment