• 😍 As low as RM0.73/day to unleash the full potential of your stock investment!!!
  • 😍 As low as RM0.73/day to unleash the full potential of your stock investment!!!
Subscribe Now
premium Subscription Plan
add free StockBiz
YouTube Video Tutorials
Forum   New Topic
1
INSAS (3379) : INSAS BERHAD
erkongseng
Member Star
Posts: 285
Joined: Mar 2014		 30 Mar 2014, 02:37 PMPost #1
thumbupRm 1.18 chance to buy ----
1 ) two quarters earned Rm 1亿, eps = 15 sen, individual estimated annual June 2014 earns Rm 1.73亿, eps = 25sen, take pe = 8 times the count , insas reasonable price Rm 2.00
2 ) Take full year eps = 25 sen count, now Rm 1.18 in trading , pe = 4.7 times , obviously underestimated .
3 ) Want clothed dare to dare to enter insas it.
4 ) If the price has dropped, I am confident overweight.
5) insas the intrinsic value of a good , good balance sheet , the market share has been rising in many many good , insas is struggling catching up , as more people explore the value insas of prospects, Fu- future already seen , Haha .
6) insas holds significant shares of inari, FRb, ho hup. They have been the first mate of the price rise . Value-added effect, will gradually reflected in the share price insas .
Insas, via Insas Plaza Sdn Bhd, also owns a 3.34% stake in Ho Hup Construction Co Bhd and some 10.16% in Formis Resources Bhd.
On its unlisted stakes, Insas wholly owns stockbroking company, M & A Securities Sdn Bhd. It also has a 20% stake in Gleneagles Medical Centre and 43.4% stake in the Melium Group.
7 ) like the company diversified business, can offset a downturn in the business, ensuring every year net profit .
8 ) The company has RM3.3 million in cash , financial stability and strong , you can ride out any economic storm , so you can feel at ease to invest in insas.
9 ) The company nTA = RM1.70, believed to the end of June 2014 financial year , nTA can be increased to RM1.80 (10sen from the third and fourth quarters of net profit ) .
10 ) in June 2013 fiscal year net profit RM6 over ten million estimated in June 2014 fiscal year earn RM1.7 billion respectively. In comparison , the net profit increased by nearly 150 % increase in dividend to believe will significantly strengthen risen power.
11 ) These are stimulated rising price muster agents , personal finishing with projections, and out of conceit .
Rm 1.18 机会買入----
1)兩个季度赚Rm 1亿 ,eps=15 sen ,个人估计全年2014年6月可赚Rm 1.73亿 ,eps=25sen ,取pe=8倍算,insas 合理价为Rm 2.00
2)取全年eps=25 sen 算,现Rm 1.18在交易,pe=4.7倍 ,很明显是低估了.
3)想要丰衣足食就敢敢进insas吧.
4)若价位有下降,我有信心加码.
5)insas的内在价值好,良好的资产表,市场上许多好的股己上升许多,insas正在奋力直追,随着更多人发掘insas的价值,前景看好,辛福的未来已看到,哈哈.
6)insas持有显著股份的inari，FRb,ho hup。它们股价已大副度上升。增值的效应，也会逐渐反应在insas的股价上。
Insas, via Insas Plaza Sdn Bhd, also owns a 3.34% stake in Ho Hup Construction Co Bhd and some 10.16% in Formis Resources Bhd.
On its unlisted stakes, Insas wholly owns stockbroking company, M&A Securities Sdn Bhd. It also has a 20% stake in Gleneagles Medical Centre and 43.4% stake in the Melium Group.
7）喜欢公司多元化的生意，可抵消某一业务的低迷，确保年年有净利。
8）公司有RM3.3亿的现金，财务强稳，可安然渡过任何的经济风暴，所以可安心投资在insas。
9）现公司nTA=RM1.70 ，相信到2014年6月的财政年结束，nTA可增加到RM1.80 （10sen来自第三，四季的净利）。
10）2013年6月财政年净利RM6千多万，估计2014年6月财政年可赚RM1.7亿。相比较下，净利上升近150%，股息相信也会有所增加，大大加强股价上升的动力。
11）以上都是刺激股价上升之催发剂，个人整理与推算，进出自负。
erkongseng
Member Star
Posts: 285
Joined: Mar 2014		 31 Mar 2014, 06:36 PMPost #2
wubRm 1.25 进 insas 讓净利继续跑---
1)估计取全年eps=25 sen 算,现Rm 1.25在交易,pe=5倍 ,很明显是低估了.
2)一般上,公司的净利創新高,老板会选择此时进行企业活动.因此会先把股价推进至合理的价位.(估计全年2014年6月可赚Rm 1.73亿 ,eps=25sen ,取pe=8倍算,insas 合理价为Rm 2.00)
3)拿督汤国基领导的英沙，于2003年一度面对529万令吉亏损后，即便过去10年里一直取得盈利.
4)该公司董事部或探讨让Melium集团上市，价值或高达6亿令吉。进一步巩固英莎的后备金。
5)Melium是国内高档潮流服饰零售业者，在国内有约40家商店，每年销售额达1亿5000万令吉。持有Dome咖啡厅，和Etienne Aigner、Hugo Boss、Christian Lacroix、Cole Haan和Emilio Pucci高档服饰品牌的特许经营权；英莎持有Melium43%股权。
6)配合子公司上市计划，英莎料推出更固定的股息派发政策，同时为了发行凭单和股票分拆，将发行新股扩大股本。
7)INSAS 的前景將是光明的.
erkongseng
Member Star
Posts: 285
Joined: Mar 2014		 05 Apr 2014, 11:38 AMPost #3
rolleyes inari 的估值为rm 3.09 ,现在己近反应价值,未来的上升还待净利是否可再成长.
但insas 才rm 1.31的价位,明显是低估了,我估计完全反应内部价值最少有rm 2.00 .因此还可继续上車,
未来会是丰衣足食的.安心吧.
insas 持有34%在inari berhad,看来会持续反应insas的价值.
Inari Amertron Bhd - Not Too Late, Still Has Legs TP = RM 3.09
Share price continued to gain bullishly accompanied by financial results which consistently exceed expectations thanks to effective management executions coupled with favorable semiconductor outlook. We continue to like this firm and believe that there is more room to grow.
RF business is poised to propel further due to:
1. Positive semiconductor outlook (~5-10% growth).
2. Smart communication devices remains as the main application growth driver for the overall industry.
3. Higher demand for Avago’s RF ICs.
4. Asset-light adoption by global players.
Although Amertron’s products are relatively more mature relative to RF ICs, OIDA believes that this segment’s steady growth will be supported on the back of strong demand creating a potential market size of ~USD1.2tr by 2017.
Acquisition of Amertron is synergistic and complementary, as proven by past two quarters’ results where Inari’s top and bottom line saw major improvements. Besides, this also allows Inari to have access to expertise in fibre optics which is crucial for its ISK’s development.
By leveraging on Agilent well-established T&M market and its role as electronics and electrical industry lead partner for ETP, CEEDTec is expected to grow rapidly with exposure to international market.
ISK’s contributions is expected to rise thanks to:
1. Insatiable demand for data as user usage behavior migrates from voice coupled with introduction of more online services.
2. Copper transition to fibre as the latter offers high bandwidth allowing huge data to be carried more efficiently.
Catalysts
Wireless communications / mobility / IoT (M2M) / LTE
Business diversifications into optoelectronics and T&M
Favorable FOREX
Continuous effective operational strategy.
Risks
Single major client risk (Avago) / high dependency
FOREX risks
Patent disputes
Resources / labour shortage.
Rating
BUY, TP: RM3.09
Positives - Synergy from acquisition, 40% dividend payout at reasonable yield, listing transfer to Bursa Main Board.
Negatives – innovation stalemate in telecommunication.
Valuation
We value the stock with a fair value of RM3.09 based on 15.1x CY15 P/E multiple, average P/E multiple of its Malaysian and US-based peers (see Figure #13).
Source: Hong Leong Investment Bank Research - 2 Apr 2014
erkongseng
Member Star
Posts: 285
Joined: Mar 2014		 05 Apr 2014, 11:40 AMPost #4
yeah1）老板湯国基 thong kok khee 与thong kok yoon共持有54.38%在insas berhad(m&a investments internasi0nal limited为thong所属).是时候释放公司的价值了.
2)这兩張是位置在taman bukit indah,skudai,johor bahru的m&a证行,这证行持有许多insas的股票,也从职员口中获取,有很多客户在收集insas的票,
看来大家对公司信心满满,未来丰衣足食呀,哈哈.
3)insas 是资产雄厚而业绩又标青的股票，肯定是上上之选。
michaeljong
Member Star
Posts: 16
Joined: Mar 2013		 05 Apr 2014, 01:10 PMPost #5
...erkongseng @ 05 Apr 2014, 11:40 AM
hi....when will be goreng?
erkongseng
Member Star
Posts: 285
Joined: Mar 2014		 07 Apr 2014, 06:38 PMPost #6

hi....when will be goreng?michaeljong @ 05 Apr 2014, 01:10 PM
等一个春天.
stallionrichmont
Member Star
Posts: 7
Joined: Jul 2014		 06 Jul 2014, 11:12 PMPost #7
INSAS is slow and steady counter. Previous consolidation is from Nov 2013 to Mar 2014 which take approximately 5 mths time. Now is almost 4 mths time. If history do repeat itself, I forseen Insas will be moving in big wave in a mth time. Based on technical analysis projection, it should be able to go test 1.50 follow by 1.65..
Asriel
Member Star
Posts: 149
Joined: May 2012		 29 Jul 2014, 04:31 PMPost #8
25/7/2014 Insas发了这个文稿：
Insas is proposing to undertake a renounceable rights issue of up to 138,666,727 RPS
with up to 277,333,454 Warrants on the basis of one (1) RPS and two (2) Warrants for
every five (5) existing ordinary shares of RM1.00 each subscribed in Insas (“Insas
Shares” or “Shares”) at an issue price of RM1.00 per RPS.
质料来源： http://yiyezhifu.blogspot.com/2014/07/insas-rps.html?showComment=1406622534601#c2979946199973161454

更多资料： http://klsecompany.blogspot.com/
tingtaimeng
Member Star
Posts: 37
Joined: Dec 2013		 21 Aug 2014, 09:19 PMPost #9
多多关注！go go go.yeahrolleyesthumbupwub
tingtaimeng
Member Star
Posts: 37
Joined: Dec 2013		 27 Aug 2014, 06:38 AMPost #10
EPS= RM0.2454/YEAR. P/E=5.175. NTA= 1.800. DIVIDEND YIELD= 1.02%. 目标价= RM2.50.thumbupyeahrolleyesthumbup阳光普照，百花芬芳，鸟语虫鸣，大地回春！
benny_s
Member Star
Posts: 9
Joined: Dec 2011		 04 Nov 2014, 10:45 PMPost #11
is good or bad of the right issue and warrant announcement??

any advise, tk.
okass87
Member Star
Posts: 176
Joined: Dec 2011		 19 Apr 2015, 11:51 AMPost #12
浅谈价值股：Hohup,Gadang和Insas

最近有留意几只很不错的公司,不意味都适合大家,但我却看上了。
Hohup和Gadang相信都是大家已耳熟能响公司,我也不必多写些什么,但我会放上一些曾有人分享过的link以方便大家可以再复习及看得更详细，那我也来浅谈我看上的原因。。。

Hohup:

http://klse.i3investor.com/blogs/icon8888/70215.jsp

Gadang:

http://klse.i3investor.com/blogs/icon8888/49119.jsp
http://klse.i3investor.com/blogs/icon8888/49467.jsp
http://klse.i3investor.com/blogs/icon8888/49833.jsp
http://klse.i3investor.com/blogs/icon8888/62027.jsp

-这两间公司最大的共同点就是有联营发展,而从联营发展的GDV乘某个百分比一笔非常可观收入,而我就一步一步的跟踪它的工程进度及销售，而目前的工程进度虽有慢了些，但还能符合我要的状况。
-这两家的公司财报都很清洁漂亮
-今年大马会面对双油下滑及打压产业而照成GDP的下滑,所以更可能需要靠的是内需来补救,预计5月更是大马第11计划,相信会推出更多的建筑工程,预测建筑股会受惠，所以这2家公司尽可能也会受惠
-2家公司更有重量级人物在加持:冷眼和汤老板(Insas大股东TKK)

我会买入是我可以等待它的盈利爆发的那天,或是等市场投资者对它的认同,那只是时间的考验而已。
如果它们只是建那普通的的产业那我就不会去关注了,原因目前产业会冷淡一些，而我是看好那现在的那2个mall及未来可以稳定贡献爆发的盈利。
就在早前犹豫打算买gadang或是mitra时,但因为gadang的财报比mitra好而且有mall,最后而放弃买当时0.90mitra,哪里知道mitra随之就很短时间再拿下2个合约,股价就上涨到现在。
但我也有点不喜欢就是2家公司做了PP而导致票数变多,而且Hohup的但大部分债卷和warrant也都被转为母股, Gadang的warrant也在年尾就到期了。
Hohup股东能一直把债卷宁可再贴钱转为母股,更放弃每年稳定的利息,背后的动机就耐人寻味了。。。
这就是我买Hohup与Gadang的理由。

Insas会有吸引的原因是
-净现金公司
-持有27.7%的inari，以市值大约6亿5千万，inari-w大约3千万，总市值高达6亿8千万（数据有点差距，因为不是以今天的股价与票数来算，但也差不了多少而已）
-目前insas的市值5亿8千5百万，但手中持有inari的股票就超过本身的市值，也就是说如果卖掉全部的inari就像等于得到免费的insas，而且insas更持有价值1亿6千万的不动产，更持有具有潜能hohup的股权，也持有部分SYF的股权（数据有点差距，因为不是以今天的股价与票数来算，但也差不了多少而已）
-最近insas陆续有开始卖inari的股票，这样会换来很大回酬的现金，如果insas入续的卖，那就可以释放insas原本的价值
-insas的股价是从去年小熊市1.35跌至最低0.75,一旦能释放其价值时，股价有望突破前期的1.35

Hohup，Gadang和Insas都是沉睡的巨龙，苏醒只是时间的问题而已,但我会耐心的等待它们苏醒爆发的那一天,相信时间已不久了。

http://klse.i3investor.com/blogs/vincenthkb/74750.jsp
okass87
Member Star
Posts: 176
Joined: Dec 2011		 19 Apr 2015, 11:52 AMPost #13
INSAS - 内在价值何时现？- Stock FM 独钓寒江雪

INSAS - 内在价值何时现？

这是一只难搞的股。明明内在价值就是非常高，保守估计每股应该都值超过 RM2.50， 可惜却把多数投资者套了又套。

至于什么时候它的价值才会完全呈现，除了一个人之外，其他人应该都只有一个字 ： 等！

INSAS 的资料基本上也不必多加分析了。手上的王牌 - INARI，就已经超越 INSAS 本身的市值，也等于说，如果看好 INARI，那么通过买进 INSAS 就是另一个更便宜的价值投资管道。话虽如此，但股价最终会如何表现，却也不到我们这样的小鱼虾能够去控制的。

揣摩了 “那个他” 的动作，我个人认为，现在很有可能是让 INSAS 该有的价值呈现了。控股公司一般都比较难完全体现该有的价值，但如果要求一个 50%，我相信应该不难。

1. 之前 INARI 要扩充，INSAS 发 RPS. 或许这间接短暂的压制了股价。而 “那个他” 似乎买 RPS 买得非常过瘾。从他把 INARI 从丑小鸭变成天鹅，一跃成为马股市值最高的电子股，时间之短，盈利之强，可以看得出他在生意上的嗅觉于能耐。另外，也把垂死的 HOHUP 化为闪亮的珍珠，还不断加持，就知道身为母亲的 INSAS，只是时间上的问题了。 如今，RPS 过了，INARI 目前也应该不再需要注资，是否就是时候让该有的价值呈现出来呢？

2. 回顾 INSAS，INARI，HOHUP 在去年 10 月左右，由小股灾造成的股价下挫，不难发现，INARI 已经再创新高，而 HOHUP 也回到之前的水平。反而 INSAS 却举步阑珊，大幅度落后两个孩子。我觉得这不合理。因此，第一阶段，INSAS 至少应该同步回到之前的股价水平。以目前股价而言，至少也有 20-30% 的上涨空间，而且还是非常低于其内在价值。

3. 左手加持 HOHUP，右手套利 INARI。在 HOHUP 股价疲弱时，INSAS 不断加码，把股权持续提高。HOHUP 的联营计划一切顺利，未来的盈利肯定是非常客观的。而脱售 INARI 的部分股权也即将为 INSAS 带来非常可观的盈利。这一来一往的，钱都全部往妈妈的口袋里塞了，有什么理由 INSAS 价值还会持续被压制？我相信，该来的，总会来的。

“那个他” 把两个王子搞得有声有色了。衡量种种的动作，我相信应该是时候让妈妈升格为皇太后，安享晚年。

http://klse.i3investor.com/blogs/kianweiaritcles/75033.jsp
okass87
Member Star
Posts: 176
Joined: Dec 2011		 19 Apr 2015, 12:29 PMPost #14
英莎—母凭益纳利--子贵 （冷眼style）

当股市攀升至1千800百点以上时，要找价值被低估的股票，肯定越来越困难。

窥探母公司价值
但是，如果你采取“富向冷中求”的策略，避开热门股，把眼光投向少人注意的股项的话，仍不难发掘到值得投资的股项。
其中的一个方法，是从子公司，窥探母公司的价值。
母凭子贵，当子公司标清时，母公司不可能憔悴。
例子一，是控制益纳利(Inari)的英莎(Insas)。
英莎有665m普通股，而益纳利在发行附加股后有700m普通股。
英莎拥有益纳利28%股权，计200m股。这还不包括英莎认购益纳利附加股1配1附送的21m个涡轮。
每1股英莎，拥有0.3股益纳利作为后盾。
以益纳利目前3.5令吉的股价计算，0.3股益纳利价值也差不多是1令吉。
换句话说，单单是益纳利的股票，每股英莎已值得1令吉，而英莎的市价刚刚好是1令吉。

“免费午餐”难以置信
假如你以1令吉买进一股英莎股票的话，你除了拥有价值1令吉的益纳利股票之外，还可以拥有Hohup, SYF, Omesti的部分股权，还有Meleum集团，M&A证券。
天下真有“免费的午餐”这回事，令人难以置信。

http://klse.i3investor.com/blogs/kakashit/74745.jsp
okass87
Member Star
Posts: 176
Joined: Dec 2011		 26 Apr 2015, 12:00 PMPost #15
深谈英莎，到底英莎（Insas）放了多少粒益纳利？

http://klse.i3investor.com/blogs/kakashit/75076.jsp
okass87
Member Star
Posts: 176
Joined: Dec 2011		 26 Apr 2015, 12:02 PMPost #16
信心时机定盈亏

http://klse.i3investor.com/blogs/golden_years/75145.jsp
Forum   New Topic
1

yeah doh drool lol mad notworthy question rant rolleyes sad shutup shy smile star sweat thumbup wub cry

Login Required
Login required to unlock information below.
Login Now | Free Registration

Close
New Feature
MS Academy
MS Support
Thanks for your interest to subscribe our plan.

Please feel free to contact us at 016-237 8521 if you have any question regarding to our subscription plan.
AI StockMaster. Beat The Market! Checking MS Signal
DETECT REAL-TIME STOCK MOVEMENT
 X
(InvestorPro Plan Only)
Complimentary access on Premium Plan*
What is AI StockMaster?
Window Alert On-Screen Alert X
X