those who buy friday, you are entitled to es-dividend today, even if you sold at 9;00 AM...whomever who said otherwise is an idiot. Now if Rev is worth 41c as a PN16 really depends on how much you trust PAtrick Groove. My hunch is, he could inject iflix into Rev and use Rev to get future money to expand iflix....rigth now, they are too dependant on cash injection...if they inject iflix into Rev, then they can issue warrants...but the downside is i flix is far from being profitable...so not sure if SC will allow.

limch - i am keen to know what cold eye sees in SKH, 30M...and based o n the purchase period, he's cost seems like 0.12-0.15.

OWG fortune will u turn once Genting completes its refurbishment...CIMB TP before was based on its revenue contribution from Genting....i have not hear MYR8, i did hear MYR 4 before. So a year of waiting left.

why sudden drop after winning project?

I think u missed the point that north Sabah opex is 55usd per bbl. this means if oil price is under 55pbbl, u make no money. Opex spend is critical to evaluate bottom line. Anasuria has a fantastic costs per bbl.

Perisai and Alam are in the FPSO domain, one of the most affected. To me, to survive, they should delist or merge. Lets not forget, the monster Icon offshore. If these 3 merge, you will have by far the largest FPSO and rig provider in this part of the world (not sure who else is bigger) but there is just no business. Who's going into exploration now at USD45 per barrel of oil?

why not merge with i3?

got in today, 20Lots average 0.75

I doubt. Greed has set in to all. Globally property developers are under 20% ebitda company, usually 10-15%. Malaysia these guys margin are all over 30%. So no incentive to reduce cost as ppl still buy. It's the buyers who are at fault, blindly buy without regard of what is the right price

The entire icity is over priced from a price per sqft. They are trying so hard to sell, even now advertise as 8 minutes to empire subang. A location like that the pricing should be at most 600-700psqf, this developer greedy. I won't touch for investment, own stay does not matter

Rhb invest system from RhB bank. You can put custom rules to buy and sell. I use it allot. Don't get confused on Rhb invest with Rhb tradesmart, tradesmart is a primiyive version of Rhb invest used by ex osk188 folks

most of these china companies are pariyah ones....they have a history of deceit....

I thinki the general issue with new IPO for Reits as i have deduced is that...most malaysian retailers have very little concept of holding......they look at share price appreciation....i think for Reit, Naps and Yield is key not share price as shar eprice usually traces closely, 10-20% from Naps unless forward earnings are very bright...

I have been holding on average 0.98 about 40Lots...been tiring....but my experiance with MQreit...when i held it at 1.16....got handsome dvidend..then share dived in Aug to 1 before bouncing back to 1.15 before retracing to current prices.....Reits are supposed to be income stocks....and ALS would be the joke of the town if they paid anything less then 5-5.5%.

Thanks Amit.

Does anyone here know when next divident is due?

Benson911, 1.38 is not tough time but rather good time to buy given u the DY you get here, you can never get anywhere else. I have been buying and selling Padini last 2 years. If you did buy 10K lots at 1.7 and you hold for 1-2 years, even at 1.5 you are getting yor capital back, i know lots of people who average from 1.6-1.8 but will never cut loss unless DY drops. So, for Christine Lee's concern, cut if the DY drops below wat you can get for your fund elsewhere. Else, no harm keeping, this is not a trading stock, its an investment stock.S o monitor the QR closely and execute a decission which you are comfortable. I hold 20K Stocks, average 1.45.

why the warrant no trade queue today?

So, merge is expected to complete by Q1/or early Q2 2015. So for a 6 months hold, at 2.50, thats 0.32cents upside per share or 320MYR per 1 Lot of 1K share. Thats 12.8% returns in 6 months. Why dump or sell? All indications point to merger still in tact.

It's still trading lower then it's active peeks of 1.19 to 1.3x. It just started seeing volume to crank up above1.03. Let's see if it still moves

why are ppl selling when the buy out price is 2.8?

No freaking way, STOP DIBS. Even 1st time, developers are not angels helping 1st timers, they factor in all costs etc and this artificially inflates house prices. So no bloody day! Do not re-instate DIBS.

found this https://lcchong.wordpress.com/2014/08/25/armada-fundamental-analysis-25-aug-2014/

Armada profit track record hasnt been impressive, i am not seing margin growth, its seems like lots of revenue with thinner margin which means they need to run more efficiently to show returns. I have not been able to read any reviews which says so. Why would a shareholder hold a company which cant show that profits will grow? In that sence, if you want to invest in O&G, SKPETRO would probably be a better bet. EPF recent sell down puts it in attractive price.

i like how their financial results shows 31st June 2013 but 30th June 2014. I didnt know we had 31st June in 2013 :)

no sellers, RSI is so oversold. No buyers too :). Can accumulate for future play perhaps.

Post removed.Why?

Anbz? What point are u exactly trying to make? That if u support PR u r arrogant?

Year to date profit for 2014 is higher then 2013. But q2 fy14 profit lower then q2 fy13. It means q1 2014, the did substantially better the q1 2013 such that even q2 fy14 is lower same quarter 2013, total profits of 2014 is still higher. This is key to show the company overall s doing well.

Good discussion guys.

The downside of this counter is, it's a political play with epf. As the founder is pro Pakatan, epf could purposely control the share price from shooting too much by going in and out on this counter.

At PE 10, which seems low to me, if eps 18 cents ok, fair 1.8. If they do eps 24 cents, that's 2.4 at low PE. If as it said here next year can expect eps 32 cents, then even at PE 10, that's 3.2 myr. That's 30% MOS for investors who can hold a year. I doubt PE 10 is fair. PE 12 seems fair but as u all say, it depends on what u are willing to give as premium to supermax. Quote ideally the question is, can they generate eps of 8cents. Anyone studied these guys well enough?

What is the agreement? Can limit up?

Greenday, who said so? as per SPAC guidelines, at the end of 3 years, if no QA done, 96.xx% collected must be returned.

must be contra players
if you have cash, this is good time to buy at 0.255, sell at 0.27, almost 1.5 cent gain

Are you saying that EGM has proposed 0.48 and has already been rejected?

KMloong is giving dividend 8cents, does that mean if i buy KMloong at 2.98 and get my dividend, my cost is only Myr 2.9? Does this make sense?

Directors constantly selling over last month. Just observe and take note

Nav 1.28 based annual report published today. Pe is low

what puzzles me is, if they are doing so well, why the F is the director disposing of continuously untill becoming a non substantial stakeholder?

Can someone help me calculate the potential EPS 2014?

Googling up, i see 1.1B shares floating out, is this number right? SONA says they will recognize $204M USD of revenue per year starting 2014 (http://themalaysianreserve.com/main/news/corporate-malaysia/5936-sona-has-rm903m-revenue-potential-for-2014-says-md) .

If this 2 figures are right, EPS is 5.39 US Cents or MYR 0.1725 or 17Cents Malaysia right? so at MY 0.60 per share, trailing PE is 3.5x. Is this possible? Sounds too cheap.

i meant 5K shared.

They way i look at it, 2011-2013, its been trading at PE over 30x, this is down now last TTM of 20x. EPS is steadily climbing. ROE has not been as great as before, probably also due to the larger share base but Orders seems to remain healthy. However, going by analyst prediction, SKpetro seem like a better long term bet as their orders are @ insane level. Either case, i dont see dialog as a short term play, i have a small position of 5 Shares which i baught when it went down to 3.4, i'm just keeping it for a year to see how well it gives me returns

however, it seems even with buy back http://www.bursamalaysia.com/market/listed-companies/company-announcements/1653437 the share has dropped. Perhaps buy back is too conservative.

Share buy back and director purchase is indeed a good sign to buy!

Why it drop so bad? Any news?

If merge is true, chances are the merge price should be around 1.5-1.55, so going in above that would be a risky thing

What is Nagendran's role? Why did he come in? I was thinking he would conver Flonic into an O&G outfit using Gryphon. Any take?

AZRB won Langat 2 contract with Salcom-mmc JV. Should be shooting up soon, news apparently just came out.

finally, its coming down close to support of 3.2. It it stands i get in. Glad i waiting and did not chase.