季报2016第四季

15-02-17
BPLANT
-Gain on disposal 2016
-2017 even more gain on disposal about 3 times than 2016 profit

RCECAP
-cost growth

16-02-17
IBHD
-will have a good growth

ELKDESA
-stable growth, reach market price

20-02-17
INNO
-CG, due to increase in CPO and PK sales volume and prices , timber logging activity contract expired on 4th June 2016, over value

SALUTE
-reported a 27% increased in its net profit compare to a year ago
-VG, can monitor,

PADINI
-net profit jumped 64.7% to RM54.47 million comare to a year ago, on improved gross profit margins as there were less markdowns during the quarter under review.
-CG, a bit under value

-PCHEM
-over value

DNEX
-VG,cash company, a bit under value
-acquisition revenue of OGPC Group
-The Group completed its transformation to become a stronger company

KRONO
-CG, a bit over value, can monitor good growth.

21-02-17
HLFG
-CG, under value
-higher revenue, lower operating expenses and lower allowance for impairment losses on loans, advances and financing. (收入提高、营运开销降低，以及贷款、透支和融资减值损失拨备减少)

KPJ
-VG, over value

GHLSYS
-VG, over value
-GSL 的Transaction Payment Acquisition (TPA)占了大部分营业额
-如果支付宝引进马来西亚，绝对造成重大冲击，在中国现在人们开始使用支付宝或者微信支付来付款，而不是现金或者信用卡，相信未来大马也可能往这方面改变

TNLOGIS
-CG, a bit under value
-NG运输费仍处于2011年以来的低点
-在未来两年，更多新建好的LNG运输船将投入市场，直至2019年供应才渐渐减少。估计今年有42艘新船交付，明年为40艘。
-巴生加里岛建第三座码头,到时可能令港口供应过剩和竞争恶化，对现有业者带来负面冲击。无论如何，此计划仍在初步阶段，长期才会影响西港。
-2017年船运和港口领域前景毫无振奋，预料成长平平
-快递领域,因东盟电子商务潜能庞大,但需要至少一年才可看到电子商务展现催化动力。
-TNLOGIS 将会把Warehouse拆成REIT,大多数的收入都是在Warehouse那边。

IGB
Property,under value

LATITUD
-CG

IOIPG
-VG, good growth, under value

FLBHD
-hardwood
-CG, reach market price

22-02-17
YSPSAH
-pharmaceutical companies
-RISK:Cost control problem, lower product margin, involved in foreign exchange trading
-slow grow

23-02-17（今天是朋友做的，偷偷拿来用..^^）
TUNEPRO
-VG

NOTION
-CG,VG

GTRONIC
-VG

INARI
-VG,CG

HOVID
-VG

GESHEN
-CG,VG

SLP
-CG,VG

GENTING
-VG,CG

GENM
-VG.CG

KOSSAN
-VG
-

24-02-17
CG
-CMSB
-PWROOT
-RUBBEREX
-PERSONA
-EKOVEST
-SUPERMX
-ALLIANZ
-WANGZHG
-HEVEA
-VITROX
-EFORCE
-PSIPTEK

VG&CG
-BPPLAS






*CG:Increase of revenue or cost control
*VG:Conpany have expension in new market or build new plants
达到市价或者高于市价的股票不会放入我季报研究