SMG Investment - Short-Medium Growth stockpicks

(This is not a stock call but rather some useful information to be shared out) Owners of Anasuria: Hibiscus Petroleum 50% ( Ping Petroleum Owned 1.87% after dilution, before 4.88% ) Ping Petroleum: 50%  (Dnex holds 30% of Ping Petroleum) Sources 1 Sources 2 Profitability: Operating Expenses: US $20 per barrel Current Market Price: USD 55 per barrel Average daily production: 10,000 barrel per day Expected gross profit 1Year: USD 91.25 mil ------------------------------------------------------------------------------------------------------- 1) HIBISCUS PETROLEUM To remind, in August 2015, Shell reached an  agreement to sell  a batch of its North Sea oil fields to Ping Petroleum Limited and Hibiscus Petroleum whereby each of the two companies acquired 50% of the entire interests of Shell UK Ltd, Shell EP Offshore Ventures Limited and Esso Exploration and Production UK Limited in the Anasuria Cluster of oil and gas fields. The grou...

Good Day all Firstly, Congrats to those who followed the stock picks recommendation mentioned in here  Message from CaptainSMG  on 5 Dec 2016 . From the  Message from CaptainSMG , I mentioned about DRB, FGV, Datasonic, Pos & A-rank which traded higher in the next couple of days. I will not elaborate much on these counters as all the information and development are available in almost all business news portals. Some of you may have noticed that foreign investors are slowly returning to our markets. I will give credit to the cheap MYR valuation and the imminent Fed funds rate hike which has already been priced in. After tonight's, we should be seeing positive inflows in the coming months. Fingers crossed !! I've received a lot of feedback & suggestions to my mailbox and in private messages after my few postings. Well, I hear you. I will keep my non-sense short and focus mainly on stock picks for short and medium term. Short-term (up to 1 month) : WZ...

Today's stock pick Media Prima (Current: 1.10) The reason why this counter is chosen is more of an election play. Current administration has not announced the date for coming election, therefore many people are left in quandary, this include the institutional players. I believe Avertising Expenses (adex) should pick up in the coming months soon after the election date is announced with more advertisement to feature under the list of of media companies of Media Prima. This should contribute the higher revenue which should contribute to higher net profit With all the negativity has set in within the company, most analysts have downgraded the outlook for Media. The 12 month median target price for this counter is 1.03 with 3 buy calls, 10 sell calls and 4 calling a hold. Who are the major shareholders? Employees' Provident fund with 13.85% Amanah Raya Berhad 11.09% & not forgetting various foreign shareholders. (I believe they are all attracted by the high divi...

Hi all, * First and foremost, I hope that for those of you who have followed our telegram channel since Day 1 (16 June 2016) would have benefited and profited from our stock sharing. For new joiners, please feel welcomed here. Our main objective in SMG is to share only short - medium - long term stocks listed in Bursa Malaysia. Short-term: Upto 1month Medium-term: Upto 6 months Long-term: above 6 months * Some of you might have noticed that we were less active in 2 month back and many people thought that we have stopped giving stock calls in October. No, We are still around. The reasons why we were quite then were due to expectation of jittery market condition contributed from internal & external development. Another reason was that we were busy re-positioning our stock portfolios in view of market uncertainties like the US election 2016 in Nov and also upcoming FOMC meeting which is middle of December. * Our portfolio is quite lean now and we are ready to repos...

This will be the my first post in this blog. I hope this posting will benefit all the readers & followers here. There is no long-winded write ups about this company, i believe picture speaks a thousand words. Lets take a look at the ratios: Profitability: - Increasing operating margin (with strengthening in USD, the aluminium price is expected to trade higher) - Higher return to common equity Q-o-Q @ 16.60% double digits !!! - Higher return on Capital - Asset turnover remain healthy and stable Valuation: - 12mth trailing EPS is improving tremendously !!! - Book value @ 0.85, not too bad vs current price as this company is technically growing and strong management's capabilities in reducing debts - Revenue per share 2016: at 4.032 in 2016 stable for 3 years Summary: Profit growth Balance Sheet Structure: - Increasing Current ratio Q-o-Q : 2.05x - Increasing Quick ratio Q-o-Q : 1.3x - Decreasing Total Debt to Assets: from 40% to 14% -...