exactly my point. also car auto parts counters will go up for sure. it's sad that when disasters or wars happens, it spurs the economy.

based on my assumptions and observations, it depends what cars are the people of penang using. so more imported cars rather than local made cars?

Personally I would buy NHFATT with their relationship with proton.

penang flood check.
new demand for spare parts check.
new demand for cars to replace flooded cars.
new improved Myvi.

okay UMW it is

The main drag for UMW was UMWOG.

Since the distributing the UMWOG shares to the UMW shareholders, UMWOG is no longer an associated company of UMW, so the financial book of UMWOG won't be appear in UMW in the coming Q.

So we should see a "new face" of UMW in the new Q.

It is worth for new attention or new look from current onwards.

Having said so, UMW is not solely about Myvi, it has engineering manufacturing division and Toyota distribution division as well (which I guess may not performing that well, due to RM depreciation)

most likely. my portfolio lausai

KUALA LUMPUR (Nov 21): CIMB IB Research has maintained its “Hold’ rating on Star Media Group Bhd at RM1.37 with a lower target price (TP) of RM1.33 (from RM1.73) and said Star’s 9M17 core net profit was below at 36% of house FY17 forecast due to lower-than-expected print adex, but was broadly in line with consensus at 55% of FY17 forecast.

In a note Nov 20, the research house said core EPS in 9M17 fell by 73% year-on-year due to lower adex in the print and digital segment on the back of poor consumer sentiment and structural shift to digital media.

“We cut FY17-19F EPS by 37-43% as we factor in significantly lower print and digital adex and higher opex from its digital initiatives.

“Maintain Hold rating with a lower RM1.33 TP, in view of a challenging operating outlook due to a structural shift in adex and longer gestation for its digital assets.

“Switch to Astro Malaysia Holdings Bhd for relatively defensive earnings and less exposure to volatile adex,” it said.

Which companies report good QR but stock prices down?
Could be accumulating opportunities

52% of my portfolio comprises of CWG. Let's see how the market responds tomorrow. 120% YoY improvement.

Liihen and Hevea’s QR just released last week wor.

IQ Group’s latest QR is worst than the last QR. Net loss widened to -103%.

Everybody please stay away.

Looks like I may have to cut loss...

WTH happened to HEVEA? Just because of one bad QR, in one month it fell more than 20%.

I have not done any in-depth research or batang lilin reading.

But IMHO, it may not have reach the bottom yet. For those who want to do bottom fishing, please be careful ok? You don't want to catch a falling knife.