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

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. 

[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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Monday, August 15, 2016

YEELEE - Little RED-Riding-BULL 一粒小“红牛”

It had been one year since GST was implemented in Malaysia. The confidence from the consumers had been revived. Most consumers now had get used to the GST. So it's also our time to look at the consumer sector and the consumer counters in our FBMKLCI. Why consumer sectors? Click here to refer to my previous post, Consumer - The Next Jewel Sector to be Aimed. And YEELEE will be my jewel counter of consumer sector for the year 2016

YEELEE began its core business as an edible oil repacker in Malaysia in 1968. Since then, it had grown into a fully integrated manufacturer and distributor, venturing into various sectors, such as manufacturing, marketing and distribution of fast moving consumer products, plantation and eco-tourism.

YEELEE basically operates in four segments:[1][2][3]
a) Manufacturing - (Packaging Division: Canpac S/B-100% & South East Asia Paper Products-100% ; Palm Oil Refinery Division: Yee Lee Edible Oils S/B-100% ; Palm Oil Mill Division: Yee Lee Palm Oil Industries S/B-100%) Cooking oils, margarine, corrugated paper cartons, crude palm oil, kernel, general line tin cans;
b) Trading/Marketing - (Yee Lee Trading Co S/B-100%)Edible oils, kernel and other consumer products (Morning Kiss, Spritzer, RedBull)
c) Plantation - (Sementara Plantations S/B-100% & Desa Tea S/B-100%)Oil palm and tea.
d) Hospitality - (Sabah Tea Resort S/B-100%)Tourism in Sabah
*Direct Subsidiary Companies is italized. 
**YEELEE has total of 7 direct subsidiaries and 7 indirect subsidiaries.

What really caught my attention is YEELEE is running a "full-cycle" business model. Full-cycle here means from producing the raw material, processing them into products, packaging the end products and selling them to the consumers. So thats why YEELEE had a plantation sector, manufacturing sector and the trading/marketing sector.

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Saturday, August 6, 2016

Gonna Catch'Em All - Pokémon Go Stocks

Pokémon Go frenzy is going crazy in the whole world... but for us, Malaysians, we can only see but we cannot play in Malaysia. But today, 6th of August marks an important day for all the Malaysians, cause Pokémon Go is officially launched in Malaysia!!!
Pokémon Go app by Niantic Inc.
It's tough to choose among these Pokemons... Either Charmander, Squirtle or Bulbasaur

Okay, i had to admit, i am also busy catching Pokémons. Well, it's my dream is to be a Pokémon Master just like Ash Ketchum. Haha, enough already. Pokémon Go was released in US on 6 July 2016[3]. After that, the release had triggered the famous gaming stock in US, which is the Nintendo. Let's look at the chart of Nintendo Co. Ltd. (NTDOY).
Daily Chart of Nintendo in US Market
As we can see from the daily chart, the volume of NTDOY came on 7 July 2016, a day after the release of Pokémon Go app. It had a small gap up, opened at 18.64, closed at 18.81. On the next day, it gapped up again. The biggest volume came on 11 July 20016, with a huge gap up and it went all the way to the highest at 38.25 on 18 July, before encountering a hanging man on 19 July. After that it went down and seems to find a support around 24 to 26.

If the investor invested in Nintendo, within 1 month, he could actually earned around 75%, assumed he bought around USD20 and sold at USD35. Easy and fast money within 2 weeks time. This is the wind rider that we had been talking. He/She rides the wind of Pokémon Go and he gained a handsome profit! CNN reported that Nintendo shares up 120% thanks to Pokémon Go[4]. Nintendo is a shareholder in the game’s developer Niantic Inc. and Pokemon Co., but has an "effective economic stake" of just 13 percent in the app.[5]

Now Pokémon Go was officially released in Malaysia. Let's try to dig out the possible related counters so that all of us can ride the wind of the Pokémon Go!

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