The terms of the contracts entered may play a crucial role on what happens to their results, as I believe they do natural hedge n nothing on cash flow or forward hedges.

I think they are also dependent on how many toners are consumed n whether their toners will be rendered obsolete with change in tech.

I can't find their role or contribution in 3d printing. Hmmmm
A bit weird they don't have any US operations also.

RHB Research wrote n presented on Jadi recently. TP 15c.

Jadi bought a UK comp to help with distribution to Europe.
I think the first two quarters for FY16 shud still be profitable n decent since USD has been hovering above Rm4 plus for quite a while.

Sunset industry matters not on the ST.

I thought the Div and DY if consider TTM shud be quite good right?
Most major exporters... facing the same chart situation as chinwel. There are people speculating there is a descending triangle which is potentially very bad. But hey, no one can predict accurately what will happen next.

What's your average price now? U confident to recoup your losses n more if u sell now?

At times like this, i will relook if worth investing for a longer term n increase my holding n average down the cost IF the stock is fundamentally sound with good mgmt n prospects.

From recent low to current price = increase by 140 plus % d.
I was thinking if dip below to 9c below then yum yum haha.
KIV first this counter.

This post has been edited by TC-Titan: Mar 30 2016, 03:22 PM

If you really need to....
Then can consider selling your earlier holdings, which I recall u bought at around 1.35+. Reinvest in other better prospective stocks.
The later holdings, which I think u bought at around 2.10++ put on hold and see how the story unfolds later before deciding the next course.

The issue would be... if your 2nd batch of holdings is heaver (more) than your 1st batch. Then averaging down could be a painful.

Hmmm I thought their revenue and profits are declining thanks to Vapors and levies from govt?
Chart seems to be downtrending too.

If your sole purpose is for the div in the long run, then can just buy now and collect more when the price is down.

Stock God, anything interesting to share on UP?

Stock God has spoken. GG NO RE. END.

Dei, u din play dota (5.84), Starcraft or Warcraft before ka O_O''

GG NO RE = Good game no rematch (polite way to say it). Impolite meaning, I'm sure u can figure what it means haha

END = End of story/topic. Finito~!

On UP, u seem to be expecting something good on 4th qtr eh.

gark what do u think of BNII? Seems like a good time to enter for the long term? Was checking out Harimau's presentation slides, I think the future prospects are looking good for ID, SG and MY.

On CBIP, the plantation segment should be profitable in the next 3 to 10 years eh? Will take them quite a while to fully utilise the landbank in Kalimantan. On their SPV segment, any into on whether they are the sole licensed manufacturer for the govt? Can't find any info indicating whether this segment is monopolised by them alone hmmm

Wah, didn't notice Ekovest terbang in the past 2 days!

Annjoo still flying O_O

It's all here:

http://klse.i3investor.com/servlets/staticfile/280108.jsp

Hmmmm Digi and Cocolnd getting wooped.

Salcon is getting a LOT of attention lately. Interesting.

This
http://www.thestar.com.my/business/busines...-sapurakencana/

Congrats to those still investing in Padini. 9% up (20 cents) today.
Should be interesting to see if the share price can reach 2.70 to 3.00.

This post has been edited by TC-Titan: May 10 2016, 05:01 PM

For MBSB, perhaps best to wait until the "renounceable two-call rights issue" is finalised by end July'16.

Lai lai discuss on what new stocks u're looking at.

Noticed u sold tiger. haha any reason for that apart from the price declining and MSCI.

Good thing is you made money from the div and some capital gain.

Holy crap. My eyesssss. It's a confirm sign to change specs d.
No clue on HLIND. haven't been observing it.
Share price is getting closer and closer to RHB's TP.

TAANN getting wooped badly. Heard people speculating that 1st qtr results is bad.
Let's see how things go.

Lowest today is 3.98 (11.56% down from previous closing of 4.50).

This post has been edited by TC-Titan: May 18 2016, 02:45 PM

For TAANN's case, I think it depends on what's the purpose for the investment - purely dividend play or a mixture of capital appreciation + dividend.
You can make a handsome profit if you sold say around 5 to 5.50 (after ignoring all the hype and analyst reports).
The timing to play with TAANN is interesting, especially since quite a fair bit of Sarawak counters are already down after the elections are over. So, might as well play according to the trend and circumstances, that way you gain more as a whole in the long-term. Can accumulate more shares after selling at a profit + dividend proceeds when buying at a low price at a later time.

Issue is how to differentiate clearly the political crap with the fundamentals (comp's own financials + growth story + CPO price + timber price) to make a judgement on whether to buy or sell.