2016 Portfolio Summary Stock Picks

Its time to evaluate my own stock picks. I had picked 5 stocks in my 2016 Portfolio, alongside with a few updates on my 2015 stocks. If you want to read about my 2016 stock picks, you can click on the dates:

1. LIIHEN: 3 posts posted on: 7 Jan 2016, 29 February 2016, 31 May 2016

2. TOMYPAK: 3 posts posted on: 6 March 2016, 22 May 2016, 7 July 2016, 

3. UCHITEC: 26 April 2016

4: YEELEE: 2 posts posted on: 15 Aug 2016, 28 November 2016

5. SALUTE: 28 December 2016

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YEELEE - Post Q3 2016

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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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

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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