Truths Half Truths & Deceptions

Dystopian

IGB Scheme Of Arrangement

Well I guess there are times when my cynicism about rumours and spins in the market does backfires on me.  This is one of them. IGB and Goldis. Rumours of a privatisation deal. Back in June last year. I kinda dismiss a takeover or privatisation offer on the grounds that the premium for the offeror would too expensive. At RM3.00, the offer is abo...

Globetronics Down We Go Again

When Globetronics Technology (7022) reported a 1Q earnings plunge in April last year, its stock price immediately collapsed. The again in July albeit with less ferocity as the tepid recovery continued to cause concerns amongst investors. However, with the 'worse behind it' the market staged a price recovery as its earnings continued to recover i...

Lion Industries OMG Stock

Wow, this past week of corporate results have surprised to the upside with some really stupendous numbers. Although the follow through reaction in the share prices of some have not moved in line with the growth. I can see why. Core numbers were less impressive or in some cases, masked by impairment losses in the previous year. Lion Industries (4...

Inari Amertron A Steady Semiconductor Bluechip

Inari Amertron is a stock for keeps - long term. It is in the sweet spot as regardless of the cycles in the semiconductor sector, the truth is, its growth is immune to these vagaries. How? Because of its principal client is Broadcom Ltd a US$13b revenue company. There is so much business Inari can secure as one of the preferred suppliers (from A...

Frontken Undiscovered Post Script

This is a follow up to 'Frontken Undiscovered I' which I was scripting before the market close. Little did I know that the results would be released the same evening right after 17:00. I posted it nevertheless. I missed the 4Q by a mile. I thought RM6-7m would be a great quarter. RM10.8m is cheshire cat report card. Brilliant.  Here are my post...

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