KFC infrastructure upgrade will benefit ??? Read here!!

This very interesting stock is your must read, must see stock.

As you know in Malaysia, 2 most prominent fast food outlet is Mcdonald and KFC. In terms of IT infrastructure upgrade, Mcdonald is always leading, and KFC will then follow.

You might view that KFC is slow, but it is not too bad after all, because that gives you opportunity to capture the chance to earn money.

Why do I need to say this?

Firstly, all the KFC outlet in South East Asia is somehow related to QSR (QSR is the franchisee for KFC in south east asia). And all of KFC point of sales system is actually maintained by a company called Cuscapi.

So, if QSR rolled out an outlet upgrade for KFC that involved POS system, that would not only referring to the Malaysia branches, but South East Asia branches which is a lot.

So what is the upcoming attractiveness of Cuscapi moving forward with the latest move of acquisition on Servedby Alfred F&B system?

This complete system developed by the singapore based developer is very attractive to be utilized by Cuscapi to enhance their existing main customer - KFC, to be on par with IT infrastructure in food ordering system with Mcdonald.

I believe you guys already noticed this self service ordering kiosk in Mcdonald already. Unless you had not been visiting Mcdonald lately, then you should give a try on this kiosk. Very good and friendly to use, and payment is good through using wave. Good, clean and easy.

For this, KFC will be implementing this very soon, and that is the strong reason for Cuscapi to spend RM 7.6 million in buying Amplify Me. Pte Ltd which holds the technology and patent for the self ordering kiosk as well as POS cloud system.

This is the kiosk that is going to be deployed by Cuscapi soon at all the KFC outlet at South East Asia region

So what is Cuscapi prospect on this.

On Malaysia context, according to the QSR website, there is 1270 outlet

If 1 outlet upgrade will require RM 50k, complete overhaul + commission + testing + infrastructure upgrade and etc etc, that would be potential RM 63.5 million contract here.

But what about taking in KFC outlet in China, since China is also served by Cuscapi

So what is the prospect at China?

According to business insider, it is more than 5000 outlet. WOW!!!
https://www.businessinsider.my/most-popular-fast-food-chain-in-china-kfc-photos-2018-4/

According to Wikipedia, the total KFC outlet in China stands at 5910 outlet !!!

Now imagine if 5910 outlet also need to be upgraded with modern facilities

5910 x RM 50k = RM 295.5 million

That is quite a big prospect coming for Cuscapi, by paying RM 7.6 million to acquire Amplify Me Pte Ltd, Cuscapi is looking at generating sales revenue of potential RM 350 million in South East Asia + China.

Of course, RM 50k is my assumption, but this kind of main POS system related stuff, don't expect it to be too cheap, because it is the fore front running service. Even if discount another 30% off RM 50k average, you will still get approx RM 250million of potential business coming in.

That is why now Cuscapi at RM 0.21 is very attractive.

Do remember, the previous owner injected fund into Cuscapi at RM 0.25 for ordinary share and RM 0.35 for warrants exercised.

If want to invest, then invest fast fast. Not asking you to contra, but invest properly.

This Company Is Best Proxy Toward USD 10billion Unicorn - Grab

Dear all reader, investor and trader alike.

Today I want to introduce you a very high potential stock that is dealing with today technology, and also a part of the making of a super apps for human everyday life.

Last time got competition between Grab and Uber, now only left with Grab in the SouthEast Asia region. Grab is nonetheless known to all from young and old, and became a household name in a very short while in fact.

Grab started out in Malaysia, but got it's major funding in Singapore, and now is dubbed as the Unicorn start up in South East Asia that had a closed end market capitalization of USD 10 billion after their last successful fund raising from Softbank which includes investor such as Toyota, Hyundai, Yamaha, Microsoft, Bookings Holdings Oppenheimer fund and Ping An Capital.

Singapore’s Grab Get New Funding From Softbank $1.46B
https://theinsiderstories.com/singapores-grab-get-new-funding-from-softbank-1-46b/

Grab is now aggressively developing, upgrading and expanding it's services in South East Asian region. The ride sharing platform is now not only only ride sharing, but also e-Wallet and Food Delivery now.

With such great expansion with big capital pouring in to development the new eco-system of the future, this small little company in dealing in software development in Malaysia might be the closest proxy you can get your hands along now towards the growing development of Grab, and this company is Cuscapi.

Why is it Cuscapi ?

You might be wondering why it is a company such as Cuscapi can be linked with a rising Unicorn like Grab Holdings.

Summarizing it, Cuscapi had more than 40 years of experiences in F&B Point of Sales (POS) system. If you had ordered food before at KFC, Pizza Hut or Texas Chicken, that is the store front system that capture your order, send your order to the kitchen, do cash registering process and also put a queue number. Of course the system is also capable of a lot of others thing like inventory management which is not visible to customer.

Cuscapi had been expanding their footprint at South East Asia region, namely Malaysia, Phillipines, Indonesia, Singapore, Thailand as well as China.

http://www.cuscapi.com/clients/

So how is Cuscapi linked to Grab Food at this South East Asia region?

The battle of Go-Jek vs Grab

Here is what we can know about Go-Jek vs Grab from Jakarta Post
Full article https://www.thejakartapost.com/news/2019/03/07/food-versus-fintech-go-jek-grab-in-race-to-be-super-app.html

Go-Jek and Grab started their businesses by offering ride-hailing services in their respective home countries, taking different steps to attract consumers. Later, they expanded their services and became a duopoly in Southeast Asia.

In their race against each other to become the first "super app" in Indonesia, Go-Jek and Grab are increasingly similar in terms of their features but still noticeably different in their approach to the super-app status. 

Go-Jek focuses on pushing financial technology (fintech) with its Go-Pay e-wallet, while Grab concentrates on its GrabFood delivery service.

Go-Jek’s emphasis on fintech first became apparent when founder Nadiem Makarim confirmed in late 2017 that Go-Pay would become a spin-off the following year.“The plan is very clear. Go-Pay has an e-money license [from Bank Indonesia]. So our plan is to bring Go-Pay outside of the Go-Jek app,” he said.

On Summary - Go Jek focus on Go-Pay, Grab will focus on GrabFood delivery service.
In order for Grab to become the super-app that focuses on Food delivery services, it is undeniable that Grab will need to pour in more development fund into developing a app that encompassed the whole eco-system of F&B into the system. This is where Cuscapi can come into picture to help GrabFood to achieve this milestone.

What has the latest fund raised had to do with Cuscapi?

According to an exclusive interview with GrabFood regional head - Tomaso Rodriguez, the bulk of the fund raise in the in the latest series will be channel to GrabFood for expansion, and to make it GrabFood a super app

https://www.thejakartapost.com/news/2019/03/10/executive-column-grabfood-to-go-full-steam-ahead-armed-with-kitchens-funds.html

In order to become a super app, the app will be more insightful and can provide best selling product, pricing strategy and promotion. It will be integrated into the Grabfood app in the future. Since Grabfood do not have vast experience in the F&B eco system and POS system, it can leverage best with Cuscapi expertise in this area

The Cuscapi C360 Engage is a complete eco-system for the F&B business of the future
It is a comprehensive system that can link inventory, waiter app, back end, diner app, e-menu and kiosk, POS system, number queue, boss app as well as DELIVERY.

I believe this is what GrabFood is looking for in order to integrate into GrabFood app to become a super-app, the complete eco-system for the F&B business of the future, everything in an app.

Is there any potential evidence of testing?

Currently, the F&B business in Malaysia that is using C360 Engage system which also in GrabFood are as follow

And Singapore as follow

As you can see until now, there are a lot of solid link between the success of Grabfood to be linked with Cuscapi C360 Engage that is developed by the software team.

Will it come a day that Cuscapi system will be bought over by Grab Holdings from their huge chunk of USD 1.5 billion fund raise (equivalent to RM 6 billion) ? Give a 10% will be RM 600 million that can readily lift Cuscapi to 60 cents.

Or will Cuscapi form a strategic JV with Grabfood, and all participating F&B outlet in South East Asia will require to use this system? Do remember, Grab is focusing in South East Asia, and Cuscapi footprint is also South East Asia, meaning both are having the same growth path.

In the next few post, I want to share you why I feel Cuscapi is again heavily linked to the growth of Grab.

I have to tell you that I am invested in Cuscapi, at the current price, there is nothing much to lose as the new shareholder had pumped in more than RM 50 million in order to bring the company to life. However, this is not an article for you to do your buy,sell decision. Please consult your own professional adviser.

Berjaya Asset to unlock value from seabed

As we know, our Prime Minister Tun Mahathir is going to visit Beijing in the coming April to further discuss on some previous project that are on hold. One of the major one include ECRL which is around 20% done. There could be many other project that would be discuss and deals could be inked.

The recent move from China in buying almost USD 1 trillion worth of Malaysian palm oil product also signal a improving state of relation between Malaysia and China.

Notably, Chinese state-backed company have a very high exposure in Johor development, especially in land reclamation and project development. So if the current government is to improve trade relation between China, then Tan Sri Vincent Tan company will have a good chance this year.

If Malaysia and China relation become good again, then China will continue to invest in Malaysia, and bring in financial backing and construction power to build infrastructure.

Actually, BJASSET prized asset is a piece of land that had yet to be reclaimed infront of Berjaya Waterfront, which is situated at Stulang area.

According to latest annual report 2018, the land size sea bed for reclaimation is 25 hectare, which is around 61 acre.

This area is very strategic because it is very near to the link bridge to Singapore Woodlands, the most busiest check point.

In fact, the going to be reclaimed land is near Tanjung Puteri (also reclaimed), where it's high end condo is selling at RM 1500 per square feet, namely RF Princess Cove.

So how much is 61 acre of land worth at this area.

61 acre x 43560 = 2,657,160 square feet

2657160 sf x RM 700psf = RM 1.86 billion

That is no wonder Tan Sri Vincent Tan keep on acquiring his company share because of this golden asset. Do keep in mind that YDMM Sultan Ibrahim also have almost 13% direct stake in BJASSET.

So now, BJASSET market cap is only RM 767 million.

But the carrying asset is Berjaya Times Square, Berjaya Waterfront Complex and a piece of land yet to be reclaimed which can be worth RM 1.86billion

What will BERJAYA ASSET do with the land ?

My opinion is that, Berjaya Asset is likely going to partner with a Chinese stated back company to develop this land, from reclamation to development. Just like RF Princess Cove and Country Garden Forest City.

So hopefully this working visit, Malaysia and China ties will improve, and BJASSET will lock 1 deal with a Chinese company to do the work and unlock this RM 1.86 billion sea gem.

MIECO to be lifted based on 1.)Good Chart 2.)Growing Business 3.)Government Boost

Dear all reader and investor,

I would want to share a very potential company in 2019, because technically, it is now very low, and the earning prospect is good. As in order to profit from investing in share market, it is about buying low selling high.

Now MIECO is at the very low price. At the price of 30 cents now with solid business around the world, and NTA of RM 0.72 a share, this share should have what it takes to move forward in 2019.

Firstly, I will show you the technical reason.

This is MIECO 1 year chart. 1 year ago, it is trading at 70 cents region. Now the share price had come to a region where it will see a technical break out from the long term down trend line.

There is very high chance that MIECO will break up from this resistant and form a upswing.

The good entry price can be timed at RM 0.31 to RM 0.32 which is right on the break out point.

The bollinger band of MIECO also pointing to a bollinger break out from a bollinger squeeze.

Technically, MIECO is very attractive

As long as the company is having a good business, everything is a cycle. Just like commodity, property, construction and oil and gas industry. The timber / chipboard industry should be heading for an upward run now because the bad season is over.

Second reason - Major natural disaster in 2018 will provide additional demand 

As you can see, there are a lot of costly and deadly natural disaster happening in 2018, all of them nearing the end of 2018. From Japan, Taiwan, Hong Kong and until USA, these natural disaster cost USD 160 billion alone in 2018. If you think it another manner, that would be USD 160 billion of opportunity splashed out in rebuilding effort, which can benefit sector like timber industry where furniture is to be replaced, and houses to be rebuild.

Thirdly, a bonus from Malaysia government - Foreign worker levy to be lowered starting March 2019

https://www.nst.com.my/news/nation/2019/02/463132/reduced-extension-levy-fees-foreign-workers-march

KUALA LUMPUR: The government has agreed to temporarily lower the extension levy fees for foreign workers in five sectors for a one-year period effective March 1.

Finance Minister Lim Guan Eng said the reduction in levy fees between RM1,500 and RM4,000 involved the manufacturing, services (for restaurants and cleaning), construction, agriculture and plantation sectors.

Announcing the levy reduction in a statement, he said the Cabinet made the decision during a meeting on Feb 20 to lessen the burden of employers.

The new levy will start from March 1, 2019 to Feb 29, 2020. For the manufacturing sector it will be RM6,000, services (RM6,000), construction (RM6,000), agriculture (RM2,000) and plantation (RM2,000).

That is 40% reduction for manufacturing sector (Previously is RM 10k), which is a lot of saving for a labor intensive company.

Conclusion summary on MIECO

1. Technical outlook very good - Break out from long term resistant and bollinger breakout

2. 2018 natural disaster cost USD 160 billion, good demand to timber for rebuilding 

3. Foreign worker levy in manufacturing lowered by 40% (RM 10k to RM 6k), huge cost saving to employer

So, if you are a smart trader, this could be your good chance to think MIECO now.

Opcom ready for better days ahead in 2019 with Mahathir's son on board

Market is hot, but it is very important to select the correct stock that have a good future, it is even better if the stock is involved in shaping the future of the world. A lot of technology stock are trading in high premium, because there are involved in the things of the future.

Now the global spotlight is on 5G technology, 5G internet. Developed country are looking into 5G deployment which will connect even more devices into the internet at a faster speed than the current 4G can offer.

The appetite of data keep on increasing everywhere, and operator are fighting for consumer by giving more internet quota and bandwidth year to year. It is very intense and the demand for data will only see that the existing backbone infrastructure to transmit data cannot cope with the load anymore.

That will then be a good news for OPCOM, because OPCOM will come and supply more fiber optic cable to the market.

So now ask your self this question - Do you agree that the internet data usage will keep on increasing every year? If your answer is a firm YES, then you really need to invest some OPCOM to benefit from the growth.

Deployment of 5G is a strong growth demand for fiber optic

There are significant changes in terms of 4G vs 5G. This visual will help you understand faster on what is 5G

The internet speed going to way much faster than the current 4G, with peak data rates of 20GB/s which is downloading a HD video in matters of seconds or minutes.

But in order to achieve this, there will be a lot of smaller signal tower required in order to handle more devices and data.

In order to provide faster and seamless connection, it is about setting up more signal tower and connecting them with fiber optic cable.

Now all the new housing condo development is equipped with fiber optic. Sooner, all the copper wire will have to be replaced, and setting up more signal tower that is back with fiber optic cable to transmit data to make sure data transfer without interruption such as weather changes.

If this is too much data for you to consume, just remember this

5G deployment will require more and more fiber optic to be installed around, from station to signal tower and even your homes in the future.

Opcom Product Range

All kind of fiber optic cable is available at Opcom. From those hanging from tower to tower and direct burial, and even indoor cable. So OPCOM prospect and potential for the future is very big big big.

Bonus to invest into OPCOM

Beside prospect of OPCOM is very good, one very important factor is the company got strategic shareholder.

The person is - Dato Seri Mukhriz Mahathir. I believe this person need no further introduction.

When Prime Minister Tun Mahathir say this project cancel, that project cancel, then you can see those company share price goes haywire and limit down here and there.

But this company is Mukhriz Mahathir, so you know I know everybody know and you need to pandai pandai la.

Conclusion

Opcom very nice prospect and good future because

1. Fiber optic is high demand to deploy 5G (not malaysia, but whole world)

2. Opcom focus to export more cable to oversea

3. Got Tun Mahathir son inside - Mukhriz Mahathir.

** Remember, this is only a piece of article from my opinion and sharing. This is not treated for a buy sell trade decision. Invest at your own risk and do your own detailed study before investing or trading anything.

OWG to return to glorious moment with Genting outdoor theme park

OWG had finally prevailed and is inching higher, but the main question here is, can OWG still go higher? Is OWG still worth your investment? What is the future prospect of OWG? These are pertinent question that one should always ask when investing in any company, because I am sure every investment that you make, you are looking to make money, and in order to make money, you need to have the right company doing the right thing, have a good management, good opportunity, business luck and a lot more, and most important in the context of share market is you are going in at the right price where there are still room of appreciation for the share price to move up in the future.

To clarify, I had first covered on this company when it is trading at 57 cents.

Proof is here to show

https://klse.i3investor.com/blogs/targetinvest/192654.jsp

On my first piece of article, some people think I am coming in as a pump and dump writer, and con investor and trader. But as a matter of fact, I had saw the potential of OWG when it is trading below 60 cents, and had held on to this company for various reason, most importantly is that OWG is linked to Genting Highland, Malaysia most visited and most making money tourism area.

I am still holding to OWG, and in fact continue to buy bit by bit when it is going up, because i know the potential of OWG is very big considering that the current quarter result does not really reflect the real potential of OWG when it is operating at a 100% level.

By partnering with Genting group, which had a combine market capitalization of RM 50 billion, there isn't anything that can go wrong with OWG, considering Genting is going to through face lift and upgrades on facilities and also increasing its hotel to cater for more tourist, as well as shopping area.

OWG can be considered as Genting biggest associate in non gaming sector

1 - Food & beverage

2 - Indoor themepark operator

3 - Outdoor themepark operator (Biggest potential to get more share since Disney put a big vacant after leaving)

The most lucrative earning does not come from Food & beverage, but themepark / amusement park/ children playground activities. The margin is more than 50%. Now can you tell me which business do not need you to do heavy advertisement but you will have a lot of visitor every week and have 50% gross margin from revenue ?

The biggest question mark now is "HOW BIG A SLICE IS OWG GOING TO GET IN THE OUTDOOR THEMEPARK OPERATION?"

This I believe is a very big revenue factor for OWG in the future.

By looking back at the share price today, you can see solid purchase in OWG share with more than 5 million share transacted. Obviously it is not from me, but from smart investor that see the opportunity in OWG.

Beside the owner having more than 50%, there are other fund such as EPF, Etiqa fund and CIMB Small cap. More over, there is a 10% private placement done previously at RM 1.00.

Now is 70 cents, which is a 30% discount from those private placement party.

Based on the previous visitor, now with the new upgraded and expanded themepark, analyst is putting up a potential figure of 2.5 to 2.7 million a year just on themepark

Imagine 2.5 million people paying RM 100 per entrance, the theme park alone will be raking in RM 250 million in revenue.

If OWG is going to operate 30% of the outdoor theme park play, that will probably see RM 75 million allocated for OWG, minus out all the other cost and maintenance with margin of 40%, OWG still can get RM 30 million a year from outdoor theme park.

That again is not factor in F&B business in the outdoor theme park which is lucrative as well.

So at 70 cents, OWG is still very attractive looking at the prospect.

However, please do note that all these are my rough assumption and calculation. Do not take it as factual and solid data. This is just a rough idea on OWG potential on the outdoor theme park. For those thinking I am having ill intention, do note that I had already covered this stock at 57 cents before everything went wild towards 70 cents. If you are that sour grape, too bad for you.

I am in OWG, and will be with OWG for more years to come to see the benefit of the theme park operation towards the earning of OWG.

** This is just my sharing, and any decision you want to make, please consult your own dealer or make your own study. This is not for you to determine your buy sell trade decision.

Choobee heading 2019 with more water pipe replacement project

In order for a company to be good, the management play an important part in the company direction, visionary, able to forecast and make critical decision.

For that, I can sense that the mangement of ChooBee Metal Industries Berhad having such quality.

Even though the metal/steel industry had been going through negative headwind, but the company is able to deliver result, and putting the company into zero debt in such challenging environment. Some other steel manufacturer have wild swinging result that can see their profit going high positive for a quarter, and deep negative for another quarter.

But Choobee had proven it's result by delivering a consistent result for the past 3 quarters.

As you can see in here again, 3 quarters cumulative earning is 23 cents per share. That is very commendable for a mid size company like Choobee. And to be honest, you will not be seeing steel company giving handsome dividend. This is rare case for Choobee as I believe the management is really caring for the shareholder.

The reason Choobee share price is depressed despite performing in a good manner is due to an overall sector outlook that pull Choobee into the flock, as investor shun the metal/steel industry. This result Choobee trading at an attractive single digit PER of 5.5 to 6.

However, 2019 should be good for Choobee as the current government is actively seeking to reduce NRW (Non revenue water).

https://www.theedgemarkets.com/article/govt-reduce-nonrevenue-water-31-percent-end-11mp

So now steel pipe manufacturer such as Choobee should be able to see revenue starting to grow again in 2019.

An excerpt taken from the previous quarter result note, the management also highlight on future success depend more on water pipes replacement projects.

Now there are even news that ECRL will continue back at a smaller scale, which benefit steel makers in Malaysia.

So I am just sharing on good news of Choobee which is really undervalue at this point of time. The coming financial result is just around the corner. Good or bad I really don't know, but based on historical performance and management quality and foresight, I think Choobee still can continue on with it's earning.

I think Choobee should be able to trade past RM 2.00. The only thing bad is it's lack of liquidity. But this is probably due to the current share price is not reflecting the real value of Choobee, hence the lack of liquidity. Other than that, this can be a good stock at this price for now.

This is not a recommendation for you to buy sell or trade Choobee. Just an informational article for you to do more study before doing any decision.

ChooBee - Undervalue enough to be attractive

In order to be wealthy, one of the way is through investment.

So, do you invest in potential build up story that promises the sky, or invest in solid track record but undervalue company ?

There is no right or wrong in both answer. In the commercial world, both are valid, but comes with different kind of risk. Some get it, some don't get it.

If you are the one that like to invest in company that is well managed and have a good track record, then ChooBee is your choice.

While many are talking about meltdown and crisis, it seems the US market had rebounded from that and had seemingly come back to 25000 again. There are still some bargain hunt on KLSE, and ChooBee is one of them.

Why ChooBee can be your selected picks? Here are the factors

1. Good quality product

Choobee specialized in metal / steel products. From sheets, pipes, wire mesh, as long as it is metal / steel, Choobee does it. But very important is the product quality.

ChooBee product is different from other steel producer in Malaysia due to strict quality control.

Their product is certified for use in Oil and Gas industry, and certified by TUV (High quality standard control by German) which is recognized worldwide.

So that is why Choobee business is resilient albeit the down turn in steel recently. This is because niche product that require strict production control can only be found in Choobee.

2. Recovering oil and gas sector

The recovering oil and gas industry will continue to cushion the demand outlook for Choobee product. For Malaysia, there will be a lot of repair maintenance that is carried out that will require a steel.

This will boost steel industry, especially those that are qualify to supply to this industry.

3. Good result

Every quarter is averaging 7 cents. 3 cumulative quarters with 22.98 cents in EPS.

Expecting the 4th and final quarter will deliver 7 cents, pushing financial year end 2018 EPS at 30 cents.

Valuation at PER x 10, that will value RM 3.00 for Choobee.

Now Choobee is only trading at RM 1.65, almost a 50% discount from price earning value.

4. Undervalue from tangible asset and debt free

Choobee is one of the rare metal producer - debt free. A lot of other metal/steel producer are operating at high debt nature, which will be a disaster for them when economy down turn, demand down turn, or interest rate spike up.

More over, Choobee share price is RM 1.65, which NTA is RM 3.87. That is more than 50% discount from NTA.

With all this good thing in hand, I am invested in Choobee, and will keep invested in it as long as it is under good hands of the management.

This article is for sharing purposes on such a good undervalue company. All investment, please do your own due diligence. This is not a buy sell call for you. 

Invest is to look beyond the bad news, just like investing in OWG

This CNY, may you continue to HUAT HUAT HURRAY. Last year, market sentiment is very bad, from oil drop, US government shut down, Malaysia government change and a lot of policy changes affected the the Malaysia equity market in an overall manner.

However, I believe that most of the investor and fund manager had took the trouble to do what is needed, review portfolio, take out what is bad, take in what is good and prospective.

In human life, we always need to know how to move forward with what is good ahead, not carrying baggage around and only know how to frown.

Do not frown anymore. Open your eyes and look what is good. If your portfolio is bad, trim it and look for a real good one. Study it, not simply close your eyes and buy. If you got no time to study, then make sure you can follow someone who is genuine, good and also can deliver with track record.

Market got a lot of sifu. Some call themselves master sifu, some technical sifu, some Fundamental sifu, some singsong sifu, telegram sifu, whatsapps sifu and alot of many kind. I am not a sifu, but I just want to be your genuine brother that share valuable finding with you at no cost.

No need to force you to believe me, but I had identify and shared out about Johotin when it is lowly 90 cents region. To date, RM 1.20.

Reference

https://klse.i3investor.com/blogs/targetinvest/191393.jsp

https://klse.i3investor.com/blogs/targetinvest/170523.jsp

https://klse.i3investor.com/blogs/targetinvest/169610.jsp

https://klse.i3investor.com/blogs/targetinvest/168948.jsp

Then I also got talked about FLBhd in my own telegram group when it is RM 1.50 on November.

Recently talked again on FLBHD at RM 1.64. To date, RM 1.78.

https://klse.i3investor.com/blogs/targetinvest/192518.jsp

Why the share go up when I share about it? This is because people know my sincerity and genuine intention of helping people.

This year not much stock can talk about due to a lot of uncertainty, but when things are bad, opportunity will come. And this is the reason for me to introduce you a stock that can be very good in the future if you believe Genting Highland will continue to boom up with the expansion, upgrades and also improvement.

I am not writing this to ask you invest into Genting or Genting Malaysia as both these 2 share need no introduction. I want to introduce the company associated closely with the development of Genting, especially in Genting Highland, Pahang.

This share is called OWG - Only World Group. If this company is little known to you, then you will better check this company out before opportunity goes away soon.

Before this, OWG had been trading in a very premium PE, and because of that, it is not attractive at all. However, the recent downwards market couple with the shocking pull out from Disney Fox ThemePark, the game change drastically into creating opportunity.

The 2 main opportunity is

1st opportunity is the share price being low enough to be attractive

2nd opportunity is the Fox pull out creating a empty vacuum to be filled in

Now, I talked about this 1st one - Share price being low enough to be attractive

Actually, OWG prospect with the GITP expansion is very good. That is the reason so many fund manager is buying into it. ETIQA got buy, EPF got buy, CIMB Small Cap also got. Even private investor that had placed 10% private placement did it at RM 1.00 range last year.

However, the share price took a fall because of a few factor namely

- Closure of outlet due to renovation

- Weak market sentiment

- Heavy negative news from Genting theme park

But, investor had to know that these issues are not forever. Human will work for the better, improve and get better, which is the same for OWG businesses as well.

The last straw of bad news took OWG lowest of 48 cents. But it had soon recovered back after smart investor start to see the opportunity. We are talking about Genting Highland, where SkyAvenue is so packed and suffocated because too many people. How can things go bad with this? Impossible at all.

Just have a look at Genting Malaysia, you will see investor start to realize their stupidity cutting at a lowly RM 2.80. Now it is RM 3.30

Now, 2nd opportunity is the theme park operation. Why OWG can benefit from there.

Before the old genting themepark close down, actually OWG got operate some themepark machine and involved in decoration as well. Now Fox suddenly left, this create a vacuum and can be partly filled up by OWG because OWG is very well associated with Genting Highland development.

OWG got experienced in handling and operating fun theme park. Now got a few in Genting like Ripley's Believe It Or Not,  Jurassic and Zombie Park. While OWG also got F&B operation, however, the main profit actually is actually from themepark / amusement park operation

F&B margin probably can go 5 to 8% max, but amusement and recreational can go more than 50%.

So can you imagine if OWG now have a bigger share in Genting Outdoor Themepark, what is your investing sense telling you to do now? Fox go out and give more seat to OWG to make profit.

I am not asking you to invest 3 days to 3 months. Here is talking 1 year at least, until the outdoor theme park hit operational note (I expect around April/May 2019), and result can start reflecting end of 2019. But before that, the best thing you can do now is invest in OWG when it is still low and nobody look upon, especially just right after bad press from the public.

Focus Lumber is going to 100% capital appreciation

Gong Xi Fatt Cai to everyone here.

It is me again, and want to give everyone here an unforgettable big ANGPAO for you in 2019. February is a season of company financial reporting, where the Huat will continue to Huat, Ong will continue to Ong, and Heng will follow Heng Heng Heng.

Since now everyone here is looking at undervalued company which is trading below PER X10, then I really must share out this counter for you to know.

No stranger to anyone, this is FLBHD. Focus Lumber Berhad is a small cap timber company in Sabah, and what I am going to show you next is going to open up your eyes.

Very straight forward why FLBHD is worth RM 4 is based on populist valuation of PER X10.

Previous 2 quarters result having EPS 9.32 cents

Previous Quarter is 10.86 cents


Based on the past 2 quarters, revenue and earning have been rising gradually.
9.32 + 10.86 = 20.18 cents

If can continue this performance, that will give FLBHD a full year EPS estimation of 40 cents.

At PER X10, that would be RM 4.00

Comparing at the current state of RM 1.64. FLBHD is really grossly undervalue, which capital appreciation more than 100% in the future.

I foresee that legal logger and timber company like FLBHD will continue to flourish and benefit from the latest enforcement from Sabah on illegal logging of forest.

https://www.nst.com.my/news/nation/2018/07/391347/sabah-re-activates-committee-crack-down-illegal-logging

So let's huat with FLBHD, and wait for RM 4.00 incoming.

Solid steady result with past record.

Wishing you Huat Ah, Ong Ah, Heng Ah...