Quarterly Result released during afternoon break (MASTEEL, KURASIA and KPJ)

Some of the best trading opportunity are from the quarterly result released during the lunch time break (1230pm to 230pm). These can be found directly from Bursa Announcement. Reason? Because we can get the information ahead of the crowd and before any journalists or Research House reported it. I will briefly write what I feel on the result. Of course, those of you who are interested to know more can always go to learn more details from the announcement.

Here's the summary and my view
1. MASTEEL Q32010 result: Revenue RM285.03m, Net Income RM4.76m
(My view: Revenue grow 45.6% y-o-y but net income drop 64.3%, hmm.. seems like the net income margin is affected significantly. Does not look good from the 1st look... 

2. KURASIA Q32010 result: Revenue RM300.62m, Net Loss RM3.75m

(My view: Revenue grow 17.9% y-o-y but Company suffered loss this quarter vs. net income of RM32.22m in 3Q2009. Again, does not look good from the 1st look...)

3. KPJ Q32010 result: Revenue RM436.48m, Net Income RM30.23m, Gross Dividend of 3.5sen announced.
(My view: Revenue grow 20.7% y-o-y with net income rose 12.8% in 3Q2009. The numbers appears to be good. Being in the healthcare sector means KPJ business should be defensive. From demographic view, the aging population in the future should bode well for KPJ too...At the price of RM3.72, Historical PER = 20.28x. Since now ady 3Q, annualizing the 3Q result for FY2010 will give 21.6 sen EPS, meaning PER of 17.2x. My feel = Good Company but the price has already reflected the strong fundamentals of the Company. Good for Long Term investment but not for Short Term)