Stand Up and SALUTE

Merry Christmas and Happy New Year 2017!!! 

Best wishes to all the readers out there. Recently had been quite busy and i sincerely hope in 2017, i will have more time to interact with all the readers either in blogspot and facebook. Okay, go straight to the main point.

Salutica Allied Solutions Sdn Bhd aka SALUTE is a Malaysian electronics manufacturing company that was founded in 15 October 1990. SALUTE specialises in consumer and business electronic product development like Bluetooth stereo headsets, smart watches and precision light guides for optical touch screen system. SALUTE is an ODM (Original Design Manufacturer). ODM designs and manufactures a product which is specified and eventually branded by another company for sale. Its clients include major American, European, and Japanese electronics and information technology companies[1].

SALUTE's clients[1]

SALUTE's Research And Development (R&D) Department had successfully launched a series of patent pending produces under its own brand "FOBO", which is "For Our Better wOrld". FOBO products such as the world's first all Bluetooth Smart TPMS (Tire Pressure Monitoring System), FOBO Tire, FOBO Bike etc. FOBO is meant to help enhance mankind's daily living through innovative and smart products. Look at how FOBO Tire works by clicking on the link here. For me, it is useful for every drivers, provided nobody will steal the FOBO accessories. FOBO products are sold in 28 countries across Europe, Americas, Middle East, Asia, Africa and Oceania.

FOBO Products

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The Rise and Return of O&G... NOW?

2 big news from O&G industry in the last month of 2016.

2 gap ups in the Brent Oil chart [1]

Notice that there are two gap ups? I had labelled A and B in the chart above. A happened when OPEC (Organization of Petroleum Exporting Countries) agreed to first ever production cut in 8 years[2]. It happened on 30 November 2016. The gap up in B happened immediately after non-OPEC and OPEC producers agree on output cut[3]. 

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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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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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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