The impairment is one off.. the NTA is now $4.40 vs price now just $1.38..
Cheap lvl to accumulate for longer term

Its undervalued...and looking at their hotel assets...
Company shld do share buyback...

Plenitude is undervalued...
Low PE 7x and NTA rm 4.4.

One thing is the company has too much debt and need to be careful..historically company that take up a lot of debt , might not end well..

The bumi policy make it hard for non bumi to survive... even in education different standards for acceptance into UNI..

i think thplant is as good as jtiasa...landsize of >200k acres...quite similar..
a good takeover target for the big boys...who can better replant and extract the palm oil....

thplant is profitable and still trading below NTA......and it has various plantation assets as mention by calvin..
so, it might also be an attractive target for bigger plantation co....

compare to jtiasa this is half priced.. so some retailers would feel that thplant shares are cheaper and more affordable..
hahaha

strong rebound

when no more "goreng" then u can see who is swimming naked...

OTB , if you are that old you should know. Back then timber stocks are high flying due to demand of timber from japan...and rising log prices.... so back then several stocks like aokam , they call it "black gold" shoot up.. so was other timber stocks also.. but this is purely due to "goreng"...

in terms of dividend yield , as the share already run up and base on 1.20 share price, the 2.5 or 3.2 sen , dividen yield is only 2.67%..............nothing like huge or big ang pau,, maybe they reserve for expenses and their debts
so it would appears fairly valued for now...
lets see how the "fun" mgr , market maker or insider reacts tomoro....
ultimately those who have or hold millions or hundereds of millions of shares will decide the direction..

Lower profit and so so results...

why the fund dumping? is it they scared this qtr results no good..?

well i wouldnt invest in a value trap, unless the management has plan to unlock the value..
also if the value is in shares, the actual value could be much lesser....since if the shares is dump to the market , it probably wont be worth much...unless there is a buyer...

ideally the company or ceo should explain why no dividend despite the good results...
or else some investors will be dissapointed

i think it also depends on the market maker and insider of the stocks.. if they still hold or take profit..
as they would know whats coming in the future...
previously they would have bought knowing the good results, so not surprising now they take profit....

i think united plantation they also have coconuts.......and its own railway...
super efficient..
so jtiasa... just relax and hold, eventually it will be one of the great plantation company, if continue to be manage well...

next ..should target bursa or KLSE 1800 points...

under the madani gov, you can see bursa has already improved..... so its well done to anwar and team :)
although ringgit is a seperate matter, its due we didnt increase our benchmark interest rate.. this also help the rakyat....
high interest rate will cause other problems..

under the madani gov, bursa has already improved..... so its well done to anwar and team :)
although ringgit is a seperate matter.

it punch through upper resistance.... more to come...

I think kyy shld buy back jtiasa since now its becoming what he envision the stock to be....ie highly profitable company..

all time high i think is RM 3..... ?
if financial performance continue to be good, it may approach a very nice price....

jtiasa looks promising, both fundamental and technically :)

u know this co usually performs like a value trap.. ie the value is more for boss .... make CNY ang pau....hahaha

maybe boss want to get some ang pau... CNY coming..

maybe boss want to get some ang pau.. as now near CNY..

Data center not necesary will make money.. and there is huge capex cost..
The analyst also dont know what additional profit it may get.. from this venture...
But meanwhile, enjoy that "hype"

ideally they convert these land to commercial or residential land

"Kenanga favours MBM Resources Bhd in the sector, with a TP of RM5.50, for its exposure to the economical Perodua brand and the stock’s 11% dividend yield. "

Maybe takeover offer "akan datang"

business as usual. the previous CEO already inform few months back that he is leaving.
New CEO has experience in M&A. So he might be able to unlock value of this hidden gem..

Accumulate

The most affordable vehicle with good quality which is made in malaysia is perodua...

Meanwhile its business as usual.
It doesnt stop the business, sales office, msia manufacturing plant and its more than 50k workers from "moving"...haha

Perodua has two manufacturing plants which are located in its 522-acre headquarters in Sungai Choh, Rawang. Located here are Perodua’s first facility – the Perodua Manufacturing Sdn Bhd (PMSB) plant and the second facility which officially opened in 2016 – the Perodua Global Manufacturing Sdn Bhd (PGMSB) plant. Both plants can produce up to 320,000 vehicles a year. Besides its vehicle manufacturing plants, Perodua also has two plants located in Sendayan TechValley near Seremban.

Shld rebound back ....those who listen to fake news shld have sold yesterday , since it has nothing to do with perodua malaysia operations which is business as usual....
Fake news spreader are welcome to go to perodua showroom to view and order or buy perodua cars now - its business as usual..😀

Fake news , nothing related to perodua malaysia operation which is business as usual..

Some ppl want to buy cheap...
So maybe thats why they spread fake news...

In msia car is fine.. business as usual...
While in japan, which nothing to do with msia -apparently they use a different airbag model to test its car.. according to article even that airbag pass the test...
this shld be a non issue. .

Msia business as usual..
Japan is only for certain models in japan...not all models

Thats in japan not msia...for certain models in japan.

Yes , eps of 75 sen..dividend yield around 13%... its a solid company...

market is forward looking...top glove as the world largest glove maker share price has bottom in 2023.... and it should continue to recover in 2024 as PPE demand normalized....

Maybe the cases might increase till nxt year

it hasnt reach full potential, for an EPS of 70 sen counter , shld be trading much higher.
the dividend yield is high as the share price is still cheap
perodua car sales is still at highest and the stake in perodua is an added bonus...
it might be worth more than its current value.

Eps so far is 75 cents..
So more dividend expected..
Can collect the dividend and wait for good news in next few qtrs

Now i think mbmr is worth at least 6.25...

Excellent results.. profit has doubled and another dividend of 13 sen....
Good job...