1163 looks interesting...but let all the dust settle first, not the right time yet. 

Downtrend now due to so-so quarter and insurer for MAS. 

That company now is already transform to property player lah. For value wise it is fair. DY also not bad... 

It has stretch film, plastic injection and property... u think leh?  Plastic contribute 75% revenue, 50% profit, property 25% revenue 50% profit.

A good alternative to diabochi, but the biggest risk is the property development. The stretch film should be more or less resilient.

KENANGA Outlook
We remain positive on Scientex’s ongoing expansion plans and earnings potential within the manufacturing segment, which could accelerate the prospects of spinning off the Group’s property division.

Yeah like i said.. 10% p.a. growth is reasonable, asuming plastic is 5% growth and property 20% growth.

But property counters have boom to bust cycles, so you must monitor very very carefully... now is boom, when will be bust?

Imho they do not have enough asset to spin off.. only 990 acres spread in Johor and Melaka doing most medium cost housing estate. Expected they should have 4.4 bil GDV over the next 10 years.

No need to do homework.. i can tell you last 5 years financial is very very pretty.

It was one of my chicken run in 2012.. 

What you need to concern now is the property business growth and resilience going to be in the next 5-10 years...   The stretch film business will be  more or less stable with minimal growth...
Go to website and look at the property location, feeling confident?

U gotta make your own decision... 

I am just laying down the facts... 

You got 12 already... many over lapping, which one next candidate to divest? 

Scientx makes auto parts and packaging... overlap with APM and tienwah. 

No plantations? UP, KLK or BK... 

You sure? 

UP is paying >4 and BK & KLK is 3-4

other smaller plantations >4 

Think of it CPO is also very de very consumer based....

For example products made from CPO...

Frying/cooking oil/fat
Shortenings
Margarine and spreads
Replacement dairy products
Replacement cocoa products
Confectionery fat
Coffee creamers
Condensed milk/creamer
Vitamins (Tocopherol)
Food emulsifier
Ice cream filler
Food anti caking agents
Pharmaceuticals
Soap & shampoo
Fabric softener
Hair Conditioner
Candle
Detergent
Explosives
Paint
Vulcanized Rubber
Food grade Lubricant
Industrial bio-diesel

Used any of the above before? 

Ok.. Noted noted.. Value..

Self reminder cannot speak about price. Haha!

Tonight good day didn't go happy hour?

, but why you want to sell at the first place? I thought you want aim for dividend one ?

Last time when it is priced at 1.30... everyone was talking about yield...keep it as FD and long term. 

Now cheaper than IPO price, so now people aim for capital appreciation ? 

Wah Pink , I just realized that your portfolio banyak diversified oo.

really is fixed deposit now haha...  no up no down.

Each stock almost have equal weight meh? Sure have few bigger holding one.

For me macam too diversified already 

Sounds healthy to me

12 stocks enough time to follow all kah? I mean all those announcement etc...

Wah mampus. Construction no catalyst.. OnG got catalyst..