Monday, November 28, 2016

YEELEE - Post Q3 2016 Result

YEELEE had been in our radar since 15 August 2016. Since then, the share price had been in sideways, waiting for an outbreak. YEELEE had posted a satisfying Q3 report. In terms of revenue, YEELEE grew 25% yoy, declined 6% qoq; in terms of net profit, YEELEE grew 28% yoy and 8% qoq[1]. As mentioned in my post about YEELEE, the manufacturing division and the trading division are the main contributors. Since the CPO price is hitting new high in 2016 and with the contribution from Red Bull Energy Drink distributorship, YEELEE should be growing and luckily it didnt disappoint us. Let's look straight into the QR.
Snapshot from my previous post[2]
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Wednesday, November 2, 2016

Catching the Falling Knife Heroes & Zeroes

The month of October had not been too generous for us as investors, even though this is our Budget month. The opening index in October is 1,658.36 and closes at 1672.46, it moves up 0.85%. And in the coming month, November will be a critical month for the US Presidential Election. And for us in Malaysia, will the windows dressing happening again in this year end? 

Catch the falling knife, who will be injured?
In this post, we will talk about a few companies which had posted a not so profitable Quarter Result and the share price dropped immediately in the following day. What happened in the second day (T+2)? But before that, this post is just a case study, this is not a post to urge you to catch the falling knife. Do not be a HERO if you are not well trained or well prepared...

The possible reasons that trigger the investors to panic sell, therefore the share price drop drastically are:
1. Something happened to the Management Team;
2. The Quarterly Result is not as good as expected.


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Tuesday, September 27, 2016

Summary of August 2016

Our FBMKLCI seems to be ready to have a budget rally. Our PM had invited inputs from the Rakyats for 2017 Budget[1]. As seen in The Edge Financial Daily today,some research houses projected that the Budget 2017 will be like election budget as the next Malaysia General Election is due in 2018. Therefore, the budget will be more people-eccentric, focusing on measures to ease concerns of voters like easing the rising cost of living and raising income level[2]. As of today, there are no specific dates for the Bajet 2017 announcement day.

Below table is the announcement dates for previous for Malaysia Budget. I think our PM will be announcing it on the last Friday of October, which is 28 October. Let's wait for more coverage from the news. Previously i had written a blogpost about the Malaysia Budget 2016 - When is the right time to Ride the Wind, click here.
Announcement Dates for Malaysia Budget [3]
Below table is my Gainvestor Portfolio for August. This statistics does not mean anything, it does not mean any hold/buy/sell decision, it is just to summarize and track the Gainvestor Portfolio.

Summary of Gainvestor Portfolio for August 2016
Ribena and Lucozade
Personally YEELEE is an mid term stock. Recently, YEELEE had just obtained a new distributorship contracts from Suntory Beverage & Food Malaysia Sdn. Bhd. to distribute Ribena and Lucozade for 3 years. YEELEE will reap up around RM200 mil from Red Bull alone. Plus the Ribena (favourite drinks among children) and Lucozade (energy drink), i think this year's revenue and net profit will be higher.

Try to look around, amount of people consuming Ribena in Malaysia... And if you are already a shareholder of YEELEE, what will you feel when people are drinking your company's distributed product =P




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And I will be organising a free Stock Investment Sharing Session in Miri. The details are as per below:

This is my first ever FREE STOCK INVESTMENT SHARING SESSION in Miri, Sarawak. ALL are welcomed, especially new starters or young graduates. Hope those who are in Miri can come to support.

In this sharing session, i am going to share about:
1. Why Should We Start to Invest NOW
2. Introduction to Stock Investment
3. My Simple Techniques in Stock Investment
4. Stocks and Life
5. Targeting 8% to 20% of profit
6. Examples of Gainvestor's Stock Picks

ALL are welcomed to join this sharing session. 
And the best thing is it is FREE

Any queries, you can
Contact me at: 016-246 7867 (Whatsapp / Wechat)
Email me at: gainvestor10sai@gmail.com
Add me at Facebook Page: Gainvestor

Below are the links to the event:
1. Facebook: https://www.facebook.com/events/602208303285678/
2. Google Form: https://goo.gl/forms/d53MX3JAT2GxrTxs1

Let's Join Me to Ride the Wind and Gainvest

Gainvestor 10sai
27 September 2016
12.56 am


Info: 
The Gainvestor Sharing Session in Miri dated 1 & 2 October 2016 is CANCELLED due to unforeseen. But instead, i am replacing it with a free stock investment sharing session. For KL session, the session is still available, please click HERE. If there are not enough participants for KL session, i will call it off and wait for better time. 

Sources:
[1]: http://www.bajet.com.my/b40-group-to-be-given-emphasis-in-2017-budget/
[2]: The Edge Financial Daily dated 26 September 2017.
[3]: http://gainvestor10sai.blogspot.my/2015/10/malaysia-budget-2016-when-is-right-time.html

Monday, August 29, 2016

OCNCASH - Post Q2 2016 Result

This post is going be a short update on OCNCASH after it released its Q2 2016 result on 26 August 2016[1].

1. Fundamental Analysis:

OCNCASH Net Profit and Revenue by Quarter

As we can see, this Q2's net profit is the highest since it's listed[2]. The net profit is RM2,659k. The net profit recorded yoy of +9% and qoq of 127%, while for revenue, OCNCASH posted yoy of -4% and qoq of 13%. 
2016 Q2 posted the highest net profit since it was listed in 2004[2]

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Thursday, August 18, 2016

Perodua BEZZA vs Proton PERSONA

Posted in my FB page on 18 July. Sorry for the blur
If you did notice my facebook page, i had been stressing out on the emergence of Perodua Bezza in the Automobile Industry. For me Perodua Bezza comes out in the right time, right price, with the right specification. Right time, is because Bezza emerges when the consumer power is recovering. And now is the exact time to boost up the automobile industry. Right price, is because Bezza is priced from RM37k to RM51k, depending on the specifications selected. Right specification, means this first ever Perodua sedan car obtained a 5 stars ASEAN NCAP (New Car Assessment Programme) for safety. With its fuel efficiency of 22.8 km/l, it can be compared to foreign competitor, Mitsubishi Attrage/Mirage[2][3].

Why i am so fond about this car? First is because it is our Malaysia Perodua's first ever EEV (Energy Efficient Vehicles) sedan car. Imagine it is local made and assembled car. Bezza is made with quality, comfort, spaciousness, reliability, affordability and looks in mind as it has one of the biggest boot spaces in the market with 508 litres available in its class. We, as Malaysians should be proud of Perodua's technology.

Posted in my FB page on 28 July.
Perodua targeted to sell 7,600 units of Bezza per month in 2016[4]. In terms of Mathematic, from August to December 2016, they targeted 38,000 units of Bezza to be sold. Even Mr President and CEO, Datuk Dr Aminar Rashid Salleh was expecting Perodua Bezza to be one of the best volume sellers, targeted for replacement car buyers, specifically newly-weds and young families, who need a larger boot space in line with the new stage in their lives. We imagine, Malaysia had a lot of fresh graduates every year. In the first year of working, most of them will require a car. It used to be Myvi which was their favourite cars. But Myvi is a hatchback car. If we can get a sedan car with almost the same price with Myvi, i believe mostly fresh graduates will also opt for a sedan car as it is more spacious.



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