Wednesday, October 30, 2013

Let see where does some of the fund invest in Bursa Malaysia

TOP 5 HOLDINGS
1. Digi.Com.Berhad 6.15%
2. Matrix Concepts Holdings Berhad 5.80%
3. Tenaga Nasional Berhad 5.79%
4. Inari Berhad 5.69%
5. Lbs Bina Group Berhad 5.39%

MY FOCUS FUND OCTOBER 2013 Eastspring Investments Prudential plc

Top ten holdings (%)
Aeon Co (M) Berhad 7.5
United Plantations 6.7
Axiata Group 6.6
United Malacca 5.9
Lafarge Malayan Cement 5.6
Digi.com 5.5
Oriental Holdings 5.5
Tasek Corp 5.5
Nestle Malaysia 5.3
Panasonic Manufacturing 4.8
Total 58.9

Aberdeen Islamic Malaysia E quity Fund  31 August 2013

TOP EQUITY HOLDINGS (% NAV)

1 PETRONAS DAGANGAN BHD 2.59%
2 KIAN JOO CAN FACTORY BHD 2.49%
3 PERDANA PETROLEUM BHD 2.28%
4 TOP GLOVE CORPORATION BHD 2.26%
5 NESTLE (M) BHD 2.26%

Kenanga Growth Fund October 2013

Top 10 Largest Holdings in Equity
1) TENAGA NASIONAL BERHAD
2) MALAYAN BANKING BERHAD
3) AMMB HOLDINGS BERHAD
4) CIMB GROUP HOLDINGS BERHAD
5) PUBLIC BANK BERHAD
6) AXIATA GROUP BERHAD
7) BINARIANG GSM SDN BHD
8) MEDIA PRIMA BERHAD
9) FABER GROUP BERHAD
10) KIAN JOO CAN FACTORY BERHAD

AMB Growth Fund 31 August 2013

Top 5 Largest Holdings in Equity
1) TENAGA NASIONAL BERHAD
2) MALAYAN BANKING BERHAD
3) MEDIA PRIMA BERHAD
4) PUBLIC BANK BERHAD
5) IGB

AMB Income and Growth Fund 31 August 2013




Friday, March 29, 2013

I Berhad

view:  www.i-city.my

Property  Tourism

I-Berhad was established on February 2, 1967 as Sanyo Industries (Malaysia) Sdn Bhd and listed on the Main Market of Bursa Malaysia Securities Berhad on September 29, 1969. Over the next three decades the company operated as a branch of Sanyo Japan, focusing on the manufacture of electrical home appliances.
about
In 1999, Sumurwang acquired a controlling interest in the company and changed its name to I-Berhad. Following the adoption of a new vision of serving the Digital City, the Company moved from being a manufacturer of air-conditioners and digital products to become the leading Digital City developer.
The two major shareholders in I-Berhad today are Sumurwang with 59 % share and Permodalan Nasional Berhad (PNB) with 17%.

The Group’s first major foray into the Digital City was in 2005 with the commencement of i-City, an ICT-based urban development on a 72-acres freehold site along Federal Highway in Section 7, Shah Alam.
i-City is also a MSC Malaysia Cybercentre where ICT companies with MSC status can enjoy the various incentives offered under the MSC Malaysia Bill of Guarantee. It has been endorsed as the 1st Cybercentre in Selangor and declared as an International Park by the Selangor State Government where entertainment and other cosmopolitan lifestyle outlets are permitted to operate on a 24 X 7 basis. I-City is also a Tourist Destination with its City of Digital Lights, SnoWalk@i-City and various theme park rides being promoted by Tourism Malaysia and Tourism Selangor as the latest night spot in the Klang Valley.
Master planned by world-renowned and award-winning architect Jon A Jerde, i-City was designed as a fully integrated intelligent city, comprising a shopping mall, corporate office towers, Cybercentre office suites, hotels, apartments, data centre and innovation centre.
Although only 15 acres of the i-City land has been developed as at end of 2011, i-City is today recognized as a catalyst in the transformation of Shah Alam into an international City. Thus in 2011, under a Management and Development Agreement entered into between the State, Majlis Bandaraya Shah Alam and i-City, the approved built-up area for i-City was increased to 12 million sq ft resulting in RM 3 billion Gross Development Value for the development. I-City was also designated as a gated and guarded community with i-City being responsible for all the township services.
The Group is also planning to develop i-Grand Residence@KLCC, a luxury/branded residences condominium project in the vicinity of the Kuala Lumpur City Centre as well as i-City South, a 7 acres data centre complex opposite the existing i-City site on the other side of the Federal Highway.

Background of Sumurwang

The history of Sumurwang is one of innovation and pioneering new ventures. Thus, it was the first to introduce the spring mattresses to the bedding industry in Malaysia in the early 80s. Then in 1984, it became the first Malaysian company to invest in China with the establishment of the Tianjin mattress plant. In the early 90s, it set-up the first integrated stainless steel pipe and fitting plant in Malaysia.
The history of Sumurwang is characterized by growth through strategic alliances. The strategic allies of Sumurwang included Pacific Dunlop of Australia for the spring mattress, Haworth of USA for its office furniture as well as various partners for all its investments in China ranging from spring mattresses, air-conditioners, steel wire ropes and an independent power plant. Then in the development of i-City, ServCorp Ltd of Australia and Cisco were its ally in offering IP-based network services and applications to the tenants of i-City. Sumurwang’s history with PNB dates back to its mattress days from the 80s.


Thursday, March 14, 2013

Sunday, February 17, 2013

Sern Kou Resources Berhad

Sern Kou Resources Berhad., an investment holding company, engages in the manufacture and export of wooden furniture in Malaysia. The company primarily offers bedroom sets, cabinets, chairs, tables, dinning sets, and occasional furniture. In addition, it involves in the provision of spraying services to furniture manufacturers; manufacture and process of timber, wood, and related products; and logging and processing of rubber wood and timber. The company is based in Muar, Malaysia.

source: http://investing.businessweek.com/research/stocks/snapshot/snapshot.asp?ticker=SKOU:MK

Monday, February 4, 2013

Plantation Listed Companies








8982 Cepat


















Palm Oil

5069 BLDPlnt  view: http://www.bld.com.my/corporate_information/index.html

BLDP  listed on the Main Board of Bursa Malaysia Securities Berhad under the plantation sector on 21 July 2003. It serves as a parent Company to Bintulu Lumber Development Sdn. Bhd., Kirana Palm Oil Refinery Sdn. Bhd., Grand Mutual Sdn. Bhd., Niamas Istimewa Sdn. Bhd. and BLD Resources Sdn. Bhd. BLDP is principally engaged in investment holding and provision of management services.


The Group has a total landbank of approximately 53,028 hectares in the State of Sarawak, of which about 24,000 ha are oil palm planted areas

The BLDP Group is principally involved in the cultivation of oil palm, processing of fresh fruit bunches and sales of related products. The Group is also involved in ancillary activities, namely integrated cattle farming and boer goat rearing.

The Group also owns 3 stone quarry licences under BLD and GM. The stones from these quarries are mainly used by the Group for the construction and maintenance of road in and around its plantation estates and for local market.





Kirana Palm Oil Refinery Sdn. Bhd. (Kirana) 
Kirana has a palm oil refinery and kernel crushing plant at Tanjung Kidurong Industrial Estate in Bintulu, Sarawak’s northern region and they are strategically located close to deep-sea Bintulu Port. Both plants were commissioned in April 2008, and the related products are for both local and overseas markets.



 8982 Cepat                      view: http://www.cepatgroup.com/profile.html

Cepatwawasan Group Berhad (“CGB”) is an investment holding company with its subsidiaries principally involved in oil palm cultivation, milling, quarrying and sales of oil palm products in Sabah.

The Group owns and operates 27,458 acres of oil palm plantations in Sabah in East Malaysia. We processed nearly 350,000 metric tons (MT) of Fresh Fruit Bunches (FFB) in 2011 to produce over 71,000 MT Crude Palm Oil (CPO) plus more than 16,600 MT palm kernels. 






Palm Oil Palm kernel

1929 Chintek   view: http://www.chinteck.com.my/
The core business of Chin Teck is cultivation of oil palms, process and sale of fresh fruit bunches, crude palm oil and palm kernel and is predominantly carried out in Malaysia.


The estates of Chin Teck in Malaysia are located at Mukim of Jimah, Daerah of Port Dickson, Negeri Sembilan Darul Khusus, Mukim of Ketil, Daerah of Gua Musang, Kelantan Darul Naim and Mukim of Keratong, Daerah Rompin, Pahang Darul Makmur.

Chin Teck also participate in joint ventures on oil palm plantations in Indonesia located at Lampung Province, Jambi Province and South Sumatera Province, Sumatera, Republic of Indonesia. 



Chin Teck also participate in joint venture on property development. The property project is located at Bandar Springhill in Negeri Sembilan.




2039 NSOP  view: http://www.nsop.com.my/
The core business of NSOP and its subsidiaries is cultivation of oil palms, process and sale of fresh fruit bunches, crude palm oil and palm kernel and is predominantly carried out in Malaysia.

The estates of NSOP and its subsidiaries in Malaysia are located at Mukim of Jelai, Daerah Jempol, Negeri Sembilan Darul Khusus, Mukim of Bebar, Daerah Pekan, Pahang Darul Makmur, Mukim of Kuala Kurau and Bagan Serai, Daerah Kerian, Perak Darul Ridzuan and Mukim of Luit, Dearah Maran, Pahang Darul Makmur.

NSOP and its subsidiaries also participate in a joint venture on oil palm plantation in Indonesia located at South Sumatera Province, Sumatera, Republic of Indonesia.


5126 SOP    view: http://www.sop.com.my/
SOPB is involved primarily in the cultivation of oil palms and the operations of palm oil mills.


SOPB Group has since then expanded its land bank to over 65,000 hectares with 35,000 hectares planted with oil palm located in Sarawak.

view:  http://www.sop.com.my/index.php?page=plantation-estate



Palm Oil Plantation & Marketing

5019 Unico


Integrate Palm oil

6572 Kwantas

Palm Oil Coco Palm Oil waste

5027 KmLoong


Rubber Palm oil

2542  RView

Rubber Palm Oil Coco

2445 KLK

Holding Rubber Palm Oil Coco

2089 UtdPlt

Coco Rubber wood Palm Oil Plantation

9059 TSH

Rubber Palm oil Hotel

5026 MHC


Rubber Palm oil Industrial Consultation and Planning

2313 AMolek









Palm oil Sugar

5222 FGV



Palm Oil

7382 GLBhd

Palm Oil Plantation

5138 Harnlen     view: http://harnlen.com.my/

The principal activities of the Harn Len Group are operation of oil palm plantations and oil milling operations. Other activities of the Harn Len Group are investment holding, real property investment and hotel operations.

Harn Len owns a 25-storey office cum hotel (Tropical Inn) building known as Johor Tower located in the commercial business district of Johor Bahru City.

the Harn Len Group has 14,636 hectares of oil palm plantations, situated mainly in Pahang and East Malaysia. 78% of the palms are mature while 22% of the trees are immature. It owns a 40 metric tonne FFB per hour oil mill, known as Lian Hup Oil Mill situated at Lian Hup Estate in Pahang. The new oil mill with capacity of 60 metric tonne FFB per hour at Masranti Plantation, Sarawak has commenced operation in May 2012



5113 Rsawit

5153 SwkPlnt     view: http://www.spbgroup.com.my/  http://www.tradesignum.com/company/swkplnt

Sarawak Plantation Berhad (SPB) is an investment holding company. The Company is engaged in development, cultivation and management of oil palm plantations; milling of fresh fruit bunches (FFB) into crude palm oil (CPO) and palm kernel (PK)

Palm Oil Plantation and refinery

5138 HSPlant     view: http://www.hapsengplantations.com.my/companyprofile.php



Hap Seng Plantations’ activities are located mainly in the Lahad Datu region in Sabah and consist of three Groups of Oil Palm Estates – Tomanggong Group of Estates, Sungai Segama Group of Estates, Jeroco Group of Estates – as well as Ladang Kawa Estate in Tawau and Pelipikan Estate in Kota Marudu.




Plantation

2216 IJMPlnt

2453 Kluang

Plantation Broker

2569 SBagan

Holding Plantation Hotel Property

2003 Kulim

Holding Plantation Property Broker

1996 Kretam

Holding Plantation Tourism

2607 Incken

Holding Plantation Gas Property

1961 IOICorp


Plantation Property Manufacture

2291 GenP

construction timber Plantation

9695 PLS


Plantation Poultry Industrial Consultation

5029 FarEast

Investment Plantation Property

2593 UMcca

Investment Holding Plantation poultry

2054 TDM

Holding Palm Oil product

6327 TwsPlnt

Holding Plantation Retail

1902 Pinepac


Holding Company

1988 BKawan




Corporate Service IT

4936 Malpac


Property Leisure Infrastructure Finance

3948 Dutaland


Construction Infrastructure Cement Property

2135 Gopeng



Foundation and Geotechnical Engineering

7054 AAsia




Sunday, January 27, 2013

Consumer Sector

source : nanyang  28012013 S06-S13

consumer product

Food & Beverage


Rice Import Retail
6866 Bernas



Beer produstion for local and oversea markets

2836 Carlsbg


Cannery Sauces Milk

4642 YHS




Sauce distribution and production
2658 Aji           Ajinomoto’s monosodium glutamate (MSG) and flavour enhancing products
Ajinomoto Malaysia Bhd | MSG products exports food seasonings and MSG products to various Asian markets and more recently the Middle East.
2658 Ajinomoto 味之素 view: http://www.klsedata.com/reports/company-financial-reports/ajinomoto-m-bhd
Ajinomoto (Malaysia) Berhad engages in manufacturing and selling monosodium glutamate and other related products primarily in Malaysia. Its retail products include AJI-NO-MOTO, a monosodium glutamate product; TUMIX, a chicken stock product; VONO, a cup soup; SERI-AJI, a seasoning powder; PAL SWEET, a low calorie sweetener; Slim Up, a sweetener; AJI-MIX, a blended seasoning; and AMOY, a sesame oil, as well as AJI-SHIO, which comprises a flavored pepper, a flavored black pepper, and iodized salt products. The company also offers various industrial products comprising hydrolysed vegetable protein products in liquid and powder form; and taste and flavor enhancers under the brand names AJI-PLUS,AJI-AROMA, and AJIMATE that are used by industrial producers in food processing, such as instant noodle, seasoning, snack food, sauce, and processed food manufacturing. It also sells its products in the Middle East and Asia.

茶及果汁市场   F&N, YHS, Marigold
2828 CIHldg    主要是生产 PEPSI, 7up, REVIVE(类似100plus, 100plus太强了), LIPTON(茶), TROPICANA(果汁). 提供KFC集团 PEPSI及REVIVE多种饮料.



Choclolate and tidbit production and Holding company
6432 Apollo


Edible Oil Palm Oil Paper

5584 YeeLee



Poultry and related products
7174 CAB
7035 CCK


Egg production and marketing

7176 TPC




Aquatic Cultivation

7121 XianLng




Investment Holding Palm Oil Plantation

4421 TWS


Antibodies and Pharnacuetical distribution and production
7090 AHealth
7148 CCMDBIO

Pharmaceutical production and distribution

7178 YSPSAH


Osmosis water bottle production
7243 BioOsmo

Beauty, Skin, Medical Product
7193 Biosis




Jewelry Food&Drink Health product

5131 Zhulian


Gold Jewelry wholesale and retails

7230 Tomei




Cigarate and High end consumer products and Holding company
4161 BAT


Apparels Shoes



Apparel Leather product and Holding Company
9288 Bonia


Apparels retails

7066 YongTai



Lingerie product, direct sale and export
7154  Caely


Textile  Distribution, manufacture and design

5159 YOCB


Apparels and related product  Property

9369 TGL


Jeans and Apparels Manufacture

7184 YEN


Cotton textile products

7203 Wang Zng



Jeans and Shoes production
7051 Amtek



Shoes

5155 Xinquan

Shoes  Apparels   Equipment

5156 XDL
















Printing

7757 UPA


Automobile parts assembly, distribution and retails
2925 CCB


Automobile Oil& Gas Equipment Supplies Manufacturing and Engineering

4588 UMW   view: http://www.umw.com.my/ourbusinesses/Pages/default.aspx

Through joint ventures with Toyota and Perodua, UMW assembles, markets and distributes some of Malaysia’s most popular models of passenger cars and commercial vehicles.
From earth-moving and power generation to marine engine, material handling and compressed air, UMW supplies the brand-name equipment that keeps industry moving.
Innovative components, trusted brands, and specialized equipment for OEM and replacement automotive markets, transportation facilities and the petro-chemical industry.
Complimenting up-stream Oil & Gas industry activities around the world with tubular goods and oil field supplies, plus a full range of support services from site operations to offshore rig development.























Holding Company
6432 Apollo
4161 BAT
9288 Bonia
7035 CCK
2828 CIHldg

multimedia speaker production
7120 Acostec



Files and Stationary production
7129 AsiaFle
9423 CheeWah



7252 Teo Seng

7200 TekSeng

4405 TChong

7071 Takaso

7211 TAFI

7082 SYF

7186  SWSCap

7103 Spitzr

8532  Sinotop

5157 Sinaria

7136 Silver pn17

7246 Sign

7412 SHH

4316 SHChan

7180  SernKou

9946 Rex

7084 QL

7237 PwRoot

8966 Prlexus

40654 PPB

7088 Pohuat

5080 PohKong

4081 PMCorp

7165 PFCE

5231 Pelikan

6068 PCCS

9407 Paragon

5022 Paos

3719 Panamy

7052 Padini

4006 Orient

7107 OFI

5066 NTPM

7215 NiHsin

7139 NICE

7060 NHFatt

4707 Nestle

5000 Narra

3921 MWE

5150 MSports

5202 MSM

5886 Mintye

7935 Milux

3662 MFlour

5189 Maxwell

7087 Magni

7085 LTKM

food manufacture

7126 LonBisc

building material holding consumer product

8486 LionFB

Furniture

7089 LiiHen

Bedsheets Curtain manufacture

8079 LeeSK

Holding timber furniture


7943 LCheong

Poultry

9385 LayHong

Holding Furniture

7006 Latitud

Sport Shoes Manufacture

5172 KStar

Consumer Health Product

0002  Kotra

Domestic Electrical Appliances Part and light

7062 Khind

Holding    Sweet

6203 Kheesan

Flour and related product

8303 KFM

Flour Manufacture

7182 KBB

Cold Storage Food Manufacture

7216 Kawan

Holding Cigarette

2615 JTInter

Lady Apparels manufacture and export

8931 Jerasia

Rubber wood furniture manufacture and export

7152 JayCorp

Infrared light sensor

5107 IQGroup  












Aluminium and Stainless Steel Kitchen Cabinet
7128 CAMRes



Political bias

source: nanyang B09 28-01-2013

4758 Ancom
5932 Bpuri
1023 CIMB
2852 CMSB
6505 Delloyd
1619 DRBHcom
8877 Ekovest
5398 Gamuda
3204 GKent
5072 HiapTek
6238 HSL
4723 Jaks
3441 Johan
9466 KKB
6181 Malton
2194 MMCCorp
5073 Naim
4944 Nylex
6807 Puncak
5218 Skpetrro
8524 Taliwk
2283 Zelan