I just bought this share, but feel that bought in too early. :-)

I prefer the Bioalpha mother share than OR in current price. Usually the mother share will up when OR is cease trading.

RM0.22, Vivian

Jay, thank you!

Kakashit, following you in TAGB.

Very good comment! May I know where did you get the info that Selama is 13.80MW? I thought is 20MW. Also Maju RE for 60MW? I have no idea how to get the figure. I really appreciate your hardwork in preparing this article which I need it very much in order to make my decision to buy more or keep the share for future, tq!

GKent is good but government linked too strong. If no relationship, all gone.

Bone, Hopefully!

AM DUI is the right word to describe, hahahaha... Bone, yes, you are right, I am relief if the price down after selling. Still remember once I bought LCL, from RM1.50 to RM8 if not mistaken, then down until declare bankrupt. AM DUI when sole too early but glad that I was selling it else 0 money... Same as Maybulk, luckily sell early. Actually until now, I hardly lose money in the counter I invested, but always not earn big...

I have tendency to sell when the profit is 30% and above. Usually the price that I enter is reasonable. Such as Aji around RM4.20, DKSH at RM2.20, Yee Lee at RM1.22, Gadang at RM0.98, but always sold too early. Patient and able to resist to sell when the price is higher if the prospect is good is the EQ part that I need to master.

Gunung no power now... but is a good start as people already started noticing it! 2017 should be a good year for Gunung.

Paperlane, how u got EPS of RM0.057?

Borrowing money and starting cost is high. 10% is reasonable, may up to 15% I guess. But the effective stake of Gunung is how many percentage? 1MW need RM10mil, 140MW need RM1400 mil. Gunung only has RM40 mil plus... This part is still uncertain about how the company raise up the money later.

But if I take EPS, RGB is around 12 based on 2015 earning. Even if I take first half of 2016 and annualise it, it still around PE of 10. Is it realy cheap? I am not familiar with FCF, actually how we use FCF in calculating the company. What does it means if FCF is high? I know it means more free cash, but is it more important than Profit? Too many questions in my head...

IPO Kumpulan Medi Iman Berhad(TDM Healthcare) slated mid 2017 with estimated market RM1.5Billion---> Betul ke tidak???

Thank you! BTW, really learn a lot from few investors in I3.

CRM can keep the money then distribute to those who take it out, should be a good machine. Only afraid of Yen appreciation.

Kakashit, what is your email address? Mine is jbsiew@hotmail.com

http://klse.i3investor.com/blogs/muze/97797.jsp This is one of the theme in Malaysia and world.

When I look into the business of bank, you can see their EPS is drop, the property sector also suffer due to strict loan by bank, in fact, gambling sector and consumer sector EPS also drop. Strong stock like BAT, AMWAY EPS also drop a lot, not to mention the electronic company like GTronic. Plantation sector also suffering, if you look into their EPS, really sad loh, push down the price of Taann, WTK, INNO and etc. That is why I started to think, what business is stable and consistent? I think Gunung business in renewable electric is one of them. With 21 years contract, you can sleep well in home. The water works for you day and night. Some more this project already done in their installation, now is only waiting time to generate income. Finally, when I see the directors buying back the share every week, I have more confident in this counter, time will tells. I think I will give this share 2 years time before reaping the profit.

If considered the start off cost, borrowing and etc, according to its director, the return should be at 12 to 14%, let me take 10%, the earning is RM25920000. To know its EPS, just divided it by its total shares 236102000, EPS is equal to 11 sen. But if 14%, EPS will up to 15 sen, In fact, Gunung has 195 MW hydro if I am remember correctly, I think around 150 MW already approved by TNB. Anyway, all my calculation could be wrong, haha... That is why I am quite afraid when want to convert my shares into Gunung.

KLCI King, have you thought of 1MW means what to investor? 1MW is equal to 1000kW. The revenue from 1MW would be 1000kW X RM0.24 X 24 X 300 = RM1728000. I take 300 days as a year because there maybe some downtime for servicing. Gunung has 150 MW, means it can generate RM1728000 X 150 = RM259200000. The contribution start to kick in at year 2017.

Gunung Capital executive director Iskandar Ibrahim said that based on a capital expenditure of RM10 million per megawatt, the hydrology characteristics of the individual sites, the subsequent energy yield, a relatively low annual operational expenditure, and a fixed income stream, the group is looking to meet its targeted 12-14% internal rate of return for each mini-hydro project. From
http://www.thesundaily.my/news/803483

http://gunung.com.my/wp-content/uploads/2013/09/020913theedge.pdf For those who is interested to know more.

Kakashit, a lot of info about WTK from your writing. Thank you.

kakashit, I have bought Gunung, hope that its price will be steady as Gunung Tahan!

Actually how much the company can generate through its mini hydro project?

I first bought Gadang below RM1, but sold it too early. Now bought back when the price is reasonable. I think Gadang's future is still quite good.

I bought this share before the company announce the right issue and I sold in the next day although I suffering loss. In my opinion, this is not a good deal for CCMDBIO, but it should be good to CCM!

The dividend is around 8 sen per year. Around 3.5% based on the price of RM2.28.

Why up so fast??? I still not buying enough...

Ring, since you are using ICPS as well in your statement,means you understand the meaning of ICPS, right?

PROPOSED DISPOSAL BY MAJUPERAK HOLDINGS BERHAD TO THE PERAK STATE
AGRICULTURAL DEVELOPMENT CORPORATION OF A PIECE OF LEASEHOLD LAND HELD UNDER
PT 829, H.S.(D) 4413, MUKIM LENGGONG, DAERAH HULU PERAK, NEGERI PERAK MEASURING A
TOTAL AREA OF APPROXIMATELY 2,023 HECTARES FOR A DISPOSAL CONSIDERATION OF
RM42.50 MILLION TO BE SATISFIED FULLY IN CASH (“PROPOSED DISPOSAL”)
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4754381

The Proposed Disposal is expected to result in a one-off gain of approximately RM30.57 million to MJPerak which is around 11 sen to 16 sen depend on the number of conversion of ICPS.

Yes, lot of cash! if the company willing to share the earning as special dividend, it will up.

Firstly, if PrkCorp not give the dividend out, what is that to do with shareholder? Secondly, what is the buying price of Integrax, need to minus the cost.

TQ! Buy in rumour and sell in news. This is happening now. I believe the price will up when the date of the dividend comes nearer.

cannot be...

http://uk.reuters.com/article/2014/12/12/uk-britain-water-utilities-idUKKBN0JQ0NG20141212 How much will this new rule affect YTL Power? Any idea?

Fair value for property share is very hard to say nowadays. U can see L&G with EPS ard 15 sen per share only with price RM0.50. Tambun also value at PE of 6 to 7. So, NTA is around RM3.80 plus RM1.30 divided by 3 is around RM1.70. You are using RM0.75 to buy RM1.70 share. Discount 55%!

Any relationship between kps uptrend and puncak downtrend here? Anyway, the cash from the sale is higher than the current share price, should be nothing to worry.

Let me on this same boat with you guys! But I am just a little small fish.

If you have time, you can count how much this sales can bring to DKLS when the price is only RM1.75. =)

FINANCIAL EFFECTS OF THE MOU
The MOU is not expected to have any material effect on the share capital, substantial shareholder’s shareholdings, consolidated net assets, consolidated earnings and gearing of DKLS for the financial year ending 31 December 2014. However, if the Proposed Disposal materialises, it is expected to give rise to significant gain on disposal for DESB and the Group.

（吉隆坡20日訊）DKLS工業（DKLS,7528,主板建筑組）持股51%的子公司DKLS能源，尋求把在Yong Yu水力發電發展公司的股權轉售給四川能投電力開發有限公司，指標售價為16億零99萬人民幣（8億5千973萬令吉）。
DKLS工業發文告指出，DKLS能源和Yong Yu水力的其餘股東，今日正式與四川能投簽署備忘錄，放眼把Yong Yu水力的100%股權轉售給四川能投。
DKLS能源目前持有Yong Yu水力30%股權。
文告表示，Yong Yu水力在中國共握有9家發電廠的特許經營權，合計產能達16萬7千400兆瓦，其中5家發電廠已經投入運作；同時，Yong Yu水力還透過持股95%的子公司，持有另兩座發電廠。
2013年年報顯示，DKLS工業在Yong Yu水力持股的賬面值達5千579萬令吉。
DKLS工業補充，建議脫售Yong Yu水力替公司提供兌現水力發電特許經營權業務價值的機會，並補充若這項脫售項目最終實現，預計可替公司帶入顯著脫售盈利。（星洲日報／財經）


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Try to compare with VARD in SGX.

Most undervalued packaging company!

I think Gadang is one of the most earning promising company. With about RM40 million profit annually in Jentayu project without using any money can generate about 18 sen EPS annually, plus the usual 22 sen EPS from other business, the EPS can reach around 40 sen annually! With the current price, the PE is around 4.3 only. If the the PE of 7 times, the price shall reach RM2.80 in year 2016.

Even can earn 6 sen annually, the PE is still more than 10 if the price is ard 72sen.

YTL is not "ayam Kampung". This company can survive in Singapore, Australia and also UK and many other countries. I have confident in this company although the share price may not increase in near term.