NTPM (NTPM (5066)) - Is it a deal?

NTPM factory is just nearby my hometown, which is Nibong Tebal. Recommended by my friend who bought this stock sometime ago. Most of it products are used by us daily. Thus, I did the fundamental analysis on this company as showed below in this link below:

Click Here for Detail

Fundamental analysis:
Average PE, Premium Ratio and dividend yield is 5.4, 0.93 and 8.5% from 2003 to 2008 respectively. Fair attractive in term of premium ratio as it below 1. As of 4/28/09 trading price: RM0.335, which translate to PE of 6 and premium ratio of 1.16.

Here is the deal:
My purchase price for this stock is RM0.30 (PE of 5.5 & premium ratio of 1.03).

UchiTech (UCHITEC (7100)) - Is it a deal?

Sudden surge on KLSE recently also drive this tech stock in Malaysia to rose from RM0.745 to RM1.24 as of 4/24/09. Thus, let take a look on its fundamental.

Current PE and premium ratio is 8.27 and 2.75 respectively per price of RM1.24 as of 4/24/09. Average PE and premium ratio from 2000 till 2008 was 11.57 and 4.02 respectively. However, its revenue dropped by 22% from year 2007 to year 2008.

Dividend of RM0.06 (TE) has been announced on 4/17, to be paid on 7/17 and ex-date is 5/27.

Here is the deal:
My target price for this stock will be RM0.90 or below which correspond with PE and Premium ratio of 6 and 2 respectively.

Click here for detail fundamental analysis.

ASN & Wawasan Fund

Info from thestar:
A total of 3.33 billion ASM units were put up for sale yesterday, and will on sale until July 20, subject to availability.

Another 2 billion units of Amanah Saham Wawasan 2020 will be offered starting April 27 to May 6.

Public Bank (PBBANK (1295)) - Is it a deal?

Public bank has hit the 52-week low at RM7 (PE <10) and re-bounce back to close at RM8.10 on 4/10/09. Should be a good deal if maintain its EPS in subsequent quarter and whenever it stock price trade less than PE < 10. However, the Premium Ratio is 3.33 as of RM8.10 stock price.
Click Here for detail

Do you know that if you invest $ to buy 1000-unit of this share at RM2.90 on end of 2000, you have generated 4 time of the capital gain + dividend (after tax deduction) by end of 2008? Was that a great deal?

Do you know that the Premium Ratio (Stock Price/Net Tangible Asset per share) on this initial investment on 2000 was 1.22. This mean that you only pay 22% premium to own this profitable business.

Public Bank Q1 '09 result:
Revenue: RM2,431 Mil
Net Profit: RM596 Mil (NPM: 25%)
EPS: RM0.1744

Revenue drop ~5% subsequence quarter and currently the trailing PE is 11.58 as of its stock price at RM8.45 (4/16)

Here is the deal:
My target purchase price is below RM7.50, which is translated to PE < 10 and Premium ratio < 3.1.

Malayan Banking (MAYBANK (1155)) - Is it a deal?

KLSE soared more than 20 point in last Friday and the MAYBANK didn't move much and only gain 2.58% up from RM3.88 to RM3.98. Thus, let's look at its fundamental value.

From acquisition perspective, per it DEC-08 balance sheet, it total net asset per share is estimated as RM3.05. This was the lowest among these of 2004 to 2008. Hence, per the current trading price of RM3.98, we need to pay additional premium of 89% to own this profit business upon issuing additional 20:9 unit of common stock. The 20:9 unit issue mean to raise the fund of RM6.2 bil from existing shareholder, where with 20 existing unit, shareholder (before 3/31/09) has the right to buy 9 unit at the price of RM2.74.

Per the trailing PE of 4-quarter, its PE is ~10.18 as compare to the average of PE of 15.6 from year 2004 to 2008 (Min PE: 11.5; Max PE:23.2).

Hence, quarterly earning is around the corner and the last Q2-09 (Dec-08) its Net profit margin was 15% (Revenue: 4,709 mil, Net Profit: 734-mil, EPS: RM0.1505)

Here is the deal:
My target purchase price is below RM3.98, where PE = 10 and Premium Ratio < 1.90.

More detail please click Here!