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Saturday, 24 December 2016

(Tradeview 2016)- Beat FBMKLCI With Net 13.05% Gain (FINAL Full Year Report Card 2016)

Dear fellow traders / investors,

Thank you for the support through out 2016. This has been the year of volatility and unexepcted surprises. While it has been a tough year for many of us, however, let's look ahead with the new year fast approaching. May 2017 be a better year for all.

This is my final report card for 2016. As most of you readers all know, I am the only financial writer who provides a MONTHLY report card to ensure transparency and accountability on all my value picks to the public. The purpose is for record and for clarity sake. As this is the last month, I will also sum the return for the year. Please note, this is not to boast or shout but merely for transparency and accountability purposes. 

I have made several calls from end 2015 and through 2016. This is the updated results as of end Dec. 

For those keen to be a subscriber, there are several links below

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This is just a simple periodical report to keep track of the progress of my picks for readers. My updates is for the purpose of transparency and accountability to the calls I have made. Feel free to cross check my comments / article posting date as reference for the calls.

*The picks from when it was call until 23 Dec 2016 : (Gains exclude div) 

1. Cycle Carriage Bintang - Called on 29th Oct RM 3.30 vs Present RM 2.94  (-11% Loss)

2. Apollo - Called on 30th Oct RM 4.91 vs Present RM 5.47 (11.4% Gain) 

3. Gadang - Called on 30th Oct RM 1.63 vs Present RM 1.04 (Equivalent to RM 2.60 after share split and bonus warrants) (59.5% Gain)

4. Magni Tech - Called on 22nd Dec Oct RM 4.20 vs Present RM4.31 (2.6% Gain)

5. UPA - Called on 4th Nov RM 1.70 vs Present RM 2.17 (28% Gain)

6. FFHB - Called on 29th Dec RM 0.81 vs Present RM 0.63 (-23% Loss)

7. Perstima - Called on 29th Dec RM 5.35 vs Present RM 6.79 (27% Gain)

8. Teoseng- Called on 29th Jan RM 1.29 vs Present RM 0.97 (-25% Loss) 

9. Analabs- Called on 26th Feb RM 2.06 vs Present RM 2.18 (5.8% Gain)

10. SCC - Called on 17th May RM 2.09 vs Present RM 1.72 (-17.8% Loss)

11. Digi - Called on 10th May RM 4.4 vs Present RM 4.95 (12.5% Gain)

12. Litrak - Called on 3rd June RM 5.4 vs Present RM 5.81 (7.6% Gain)

13. BJToto - Called on 5th May RM 3.00 vs Present RM 2.96 (-1.7% Loss)

14. Pensonic - Called on 31st July RM 0.685 vs Present RM 0.63 (-7% Loss)

15. Visdynamics - Called on 25th September RM 0.225 vs Present RM 0.37 (64% Gain)

16. Yee Lee - Called on 12 December RM 2.30 vs Present RM RM2.41 (4.7% Gain)

Total Average for 16 Stocks = 8.6% GAIN for the Full Year 2016 

Beat FBMKLCI by Net Gain 13.05% for Full Year 2016

For the full year 2016, Tradeview Group close the year with 11 / 16 winners against losers. Additionally, we have net gain of 8.6% for the year vs FBM KLCI -4.45% for 2016. Tradeview Value Picks 2016 beat the market by a total net 13.05%. 


Tradeview is a Value Investing group. We do not trade short term, we do not punt and we do not speculate. We invest and we invest in the businesses as though we are part of the business owners. I like to think that having own even 1 share in the company makes me a part of the company. Hence, if I choose to invest in the company, I aspire to be part of the company's future. 

If this align to your investment philosophy / ideals, and you are keen to follow my trades, there are 3 ways to follow me. I usually share my calls with the 

1. private exclusive subscribers first Blog : Email to  - [email protected]

2. Tradeview Telegram Public Channel second (

3. Blog / Forum followers third. ( or )

If you are keen to have the earliest possible call picks or FA/TA coaching or join my private group, feel free to contact me at [email protected] to sign up or Tradeview Private Group 2017. Merry Christmas and Happy New Year. Thanks.



**Some counters I may have spotted at lower entry price but I displayed the call price based on my first mention in public forums. Also, of the 16 counters above, some counters I have taken profit, some are still holding, some I have cut loss. My subscribers would know. 

Tuesday, 20 December 2016

(Tradeview 2016) Best Value Pick of The Year 2016 : Visdynamics Holdings Bhd. (Update)

Image result for visdynamics
Dear fellow readers, 

Once again, these writings are just my humble highlights (not recommendation), feel free to have some intellectual discourse on this. You can reach me at :

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or Email me to sign up as private exclusive subscriber [email protected]

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Best Value Pick of the Year 2016: Visdynamics Holdings Bhd (Updated TP of RM0.35 sens) 

Vis released their QR yesterday and registered an amazing 318% increase YoY. Even QoQ,  Vis registered a great 9% increase. The share price immediately jumped 10% in morning trading session. The revenue grew from RM865k to RM11.7 million (record high) YoY and net profit increased from a loss of RM987k to RM2.1 million. For the immediate preceding quarter, the profit increased from the earlier record high 1.78 EPS to 1.94 EPS. NTA increased to 0.21 sens. 

It was a great turnaround from the start of the year and finally they manage to end it with a bang with a record high performance. There is increase in both topline and bottomline.

Most importantly, I was factoring in the inconsistency of the semicon industry yet it defied the odds and went ahead to outdo its earlier record quarter. I am very pleased with the ability of the management to translate growth into actual earnings unlike the earlier quarters. 

From the chart above, Vis earnings has been volatile and inconsistent. However, this time, the company cap off the full 4Q with amazing performance and record performance with a healthy profit margin. I think the chart speaks for itself. This is a clear case of turnaround. 

Considering the record performance, the management maintains their optimism for the the future prospect. This is another plus point.

Based on the results of the latest QR and the management's comments, I believe Visdynamics future prospect is bright. Altough many would argued that Vis should be worth 38 sens based on the trailing 4Q EPS at 10x multiple valuation, I think this view is simplistic. Having said that, it is not farfetch.  

Additionally, for a penny counter 10-12x PE is indeed quite a low, specifically a tech / semicon stock where peers are usually 15x multiples. Nonetheless, my style of investment is prudent. I would like to apply a discount at only attach 9x PE for the counter deriving a fair value of 35 sens. Those who are bullish can maintain thier higher TP but the reason I am being conservative is because of the overall economy. 

At time of writing, the share price is trading at 33.5 sens. For those who entered when I first wrote my article to highlight Vis , you would have made a good 49% return in less than 4 months. This is the beauty of value investing and patience will reward those who wait. I am proud to call Vis, Tradeview Best Value Pick of 2016. 

To enjoy more picks like Visdynamics, feel free to join Tradeview group at:  

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Food for thought: 
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