Looks like South Bay is a wrong time & wrong location project.

http://klse.i3investor.com/servlets/fdnews/220466.jsp

Government will cancel all the promotion regarding to visit M'sia Year activities until the body of MH370 been discovered.

http://www.chinapress.com.my/node/511023

The U Television claim from Vincent will be credit into this coming quarter report...cheers.

Oversea business expansion & Brand power.

http://www.interempresas.net/Water/Companies-Products/About-Molecor-Tecnologia-S-L-197699.html

Don't need to regret bebe, just stock pile your bullet :)

Anybody trade at the HA (Put warrant)?

Yup, the land mine not clear yet. Currently they are only using metal detector to scan for the mine location, operation for technical rubber shipment delay.

http://www.nbcnews.com/id/32236846/ns/world_news-asia_pacific/t/vietnam-land-mines-still-line-million-acres/#.UyvMo87NtZs

Better wait after 3 months, since the process to clean up all the land mine is a bit consume of time. You also don't want his CEO step on one of them during the opening ceremony right, since later he still want to travel Indonesia to enjoy the Dangdut show :)

Rumors said that their industrial land at Vietnam been found out have lots of WWII land mine buried underneath. In order to clear up all this mess, military expert been hired for this job but cost lots more expenditure. Luckily current USD move toward high side, their management possibly will hike his industrial rubber price to compensate back his extra spending.

Don't worry sub sub water only, Khazanah will settle the bill, further more add tips :)

>> Vincent688 Company no money hav to increase shares and sell to some idiot

lol...

condom voucher for 1 year :)

wploun seems like you forget to type -40sen at the 2013 dividend :)

Base on the China Press daily reporting, seems like the ex HK editor already conduct some conflict with the HK thugs, hope that it won't affect their oversea business.

This is too much,used our M'sia investors money RM450,000 to rewards for the arrest of the Ming Pao ex-editor attacker, duration of the rewards will be effective for 10 years. Our M'sia investors really looks like soh hai by the Hongkee.

http://www.chinapress.com.my/node/504219

Better don't rush him,later pipe leak all die :)

>> mayleow REMEMBER KHAIRY J SAID GLC COMPANY NOT NECESSARY MUST EARN MONEY, LOST MONEY NO PROBLEM, SERVE RAKYAT DIUTAMAKAN...

Sounds like Tabung Kebajikan, can I applied for BR1M air ticket for travel? lol...

Totally agree,when MAS keep on loss means that Brahim will keep on gain :)

>>mbge7clt Ukraine crisis driving oil price to record high. MAS will say this is another factor out of their control. Frankly speaking, is AJ the right CEO to turn around the company?

Ukraine crisis will not drive oil price high la man, most of the time they are using nuclear reactor to generate power not petrol but uranium possibly hike in price :)

By the way, US also have found lots of new oil drilling location, suppose at this level oil price have no room to hike his price, since already lack of demand.

Cannot said like that la, Tenaga also 60% div policy ma. As you can see, Tenaga still can expand plus knock on your head to increase tariff lol.

This one interesting http://www.chinapress.com.my/node/503364

If the dividend payout policy change to 60%,I'm sure all of the investors will hold it tight tight :)

Then why keep on drop? May be 30% not too confidence,I think it should adjust to 60% :)

>> sheep MAS really disappoint lots of people. The more you buy, the more you lose.
The more you buy thinking it wont go down, the more it go down.

Now everyone talking about MAS calling for bankruptcy to start anew. Very scary man.
What minority share holders gonna do next? Scary....

Keep on price averaging is the best strategies even lots of top 10 mutual fund manager also encouraging their customers to do that and consider a long term investment at least 5 years to see the result :)

Contribution for M'sia :)

Revenue at 2013 significantly drop 2% compared with 2012 but still propose 5 sen dividend consider ok lah :)

Anything worried about?

Cheese baked ketam very delicious :)

>> zunanzain Anybody knows where its subsidiary will
be listed in sigapore?
Please share with me. .ok.

Wisma Fitters, No. 1, Jalan Tembaga SD 5/2, Bandar Sri Damansara, 52200, Kuala Lumpur, WP Kuala Lumpur, 52200, Malaysia
+60 3-6276 7155

"Everyday low price,everyone can buy" good things must bring up for sharing !

wow from A to H analysis give TP 2.64 must be earn a lot from MAS, better dispose MAS and switch here faster to enjoy a piece of yummy MAS shashimi :)

Mat lu mahu belajar tangkap belut ker? lol

May be Brahim would like to take over mas, then our country airline will rename to BraMas. Coli Emas pasti untung kaw2 :)

If you stuck too much MAS at high price just switch to buy Brahim to compensate back your loss.Since MAS loss is Brahim gain :)

Heard that MAS will offer their share to Brahim to clear their debts.MAS CEO love Naked Nasi Lemak very much,although he will be swim naked lately.

Depends on the fire fighter water level too hehe.

Aiyoo...seems like MAS will be continue to be cash cow....milk...milk :)


Brahim’s Holdings Bhd - FY13 Results Preview

Author: kltrader | Publish date: Tue, 25 Feb 09:50
Highlights

Based on statistics released by MAS’ and MAHB’s FY13 results, we believe Brahim’s FY13 topline results (to be released on 27th Feb) will be within expectations.

MAS total passengers carried in FY13 experienced double digit growth of 28.5% to 17.2m passengers (Figure 1) compared to 13.4m in FY12 (vs. HLIB’s yoy growth estimates of 30%).

Besides, based on the total costs incurred by MAS on services provided by Brahim’s in 4QFY13 and FY13, this translates to circa. RM386.4m in revenue for Brahim’s in FY13. It would be in line with our estimate of RM391.3m (+1.3%).

On the other hand, MAHB’s FY13 passenger movement statistics (Figure 2) of 47.5m passengers is within expectation as well, accounting for 101.6% of our FY13 estimates.

However, Brahim’s could potentially record stronger bottomline earnings as operations’ efficiencies increases on the back of higher numbers of meals catered. Furthermore, Brahim’s have always been putting in efforts to reduce its expenses, especially finance costs.

As such, we would not be surprise if Brahim’s core earnings released on 27th Feb 2014 to be above expectations. As to other business segments (i.e: Café Barbera and warehouse/logistics division), we do not see any major changes/shifts in the upcoming results release.
Risks

Pandemic outbreaks.
Slowdown in passenger movements.
Termination of concession agreements.
Relatively elastic demand.
Appreciation of US$ and/or depreciation of RM.

Forecasts

Unchanged.
Rating

BUY

Positives – (1) Niche industry; and (2) Sustainable earnings from long-term concession agreements.

Negatives – (1) Earnings highly dependable on economic conditions/pandemics; (2) Delay in the opening of KLIA2 and sugar refinery plant in Sarawak; and (3) Additional borrowings for any asset injections could increase net gearing significantly.
Valuation

Maintain BUY with unchanged TP of RM2.64 based on industry average of 16x FY14’s EPS and 7.0x FY14’s EV/EBITDA.

We strongly believe that the recent selldown is largely due to profit taking among investors and hence provide opportunity to accumulate.

Source: Hong Leong Investment Bank Research - 25 Feb 2014

First time Virgin Ang Pao 2 Sen dividend :)

The whole year 2013 revenue compared to 2012 almost increase 51.55%. New high point should be plotted at his historical chart,TP 1.58 :)

Gov support? Please check first who is the shareholder of Brahim.This is just left hand pocket to right hand pocket game that play between MAS vs Brahim for his naked nasi lemak contract.Everybody is MAS shareholders,since your investment represent by khazanah.
If MAS continue to funding Brahim with his expensive food package compared to Airasia,that's high possibility will issue OR fried chicken for all the share holders again.Spicy or Original flavour just ring a call to Brahim for reservation lol.

Good price to buy now?

From the distribution table shown that Thai & M'sia have lots of fake personalities people lol.

Where is the 29sen dividend that declare earlier?

Frankly said jetta, we only invest at the counter when we 100% confident that the company will have a bright future.Most of the traders only follow rumors and crowd effect to invest,that's why they are too easy to be distract by the market emotion,this kind of scenario can consider as 5% delta of confident.It is not means that when the share price hit the TP directly you sell the counter,if the financial report show that it's revenue keep on increasing you still have to hold and expected the coming quarter report.We don't blindly invest and complain a lot without understanding the nature of his business,sometimes the opportunities just slip away because of the market sentimental that affect yourself."You are lose to yourself not Mr.Market".

A good quote from Albert Einstein please always remember that,

“The woman who follows the crowd will usually go no further than the crowd. The woman who walks alone is likely to find herself in places no one has ever been before.”

Optimistic is temporary,although with your RM only can buy kangkung.But our back ground fund manager is using green back, so what the fuss & worry that doubt you until need to cut your healthy goose that laying golden eggs? Sometimes, some traders just lack of a bit patient and miss the glory day when they 1st day engage with their portfolio.

Portfolio & Basic definition for all of you inside this forum to understand more regarding to DVM foreign fund holder strategies, goal & objective. With current strong USD, their fund will keep on purchasing potential & future secure company in order to generate dividend & capital gain.

Cohen & Steers Dividend Majors Fund

http://www.cohenandsteers.com/funds/details/dividend-majors-fund

eu7985 are you sure you want to do this? The result will be come out at 25th Feb onward when the detail compilation done,since Digital paper already become his subsidiary company and the revalue net tangible asset of DVM will be triple.By the way,do you know what kind of business that doing by Digital Paper until can generate 31.54mil?
Here is the link http://www.dpaper.com.my/

Digital paper major business is at printing & stationary supply,their business coverage network very wide and with the current news that stationary will hike in price between 20%-30% this will bring massive profit to the company (still remember when Tenaga increase his tariff?).

After the 2013 final quarter report come out,expected net tangible asset of DVM will be increase triple due to the take over of Dpaper.Be patient don't miss this Golden Child,even Golman Sach already top up their portfolio earlier at OCT13.Some executive level at Dpaper once my colleague also mention that, they start to collect at open market almost a year ago, in order to be low profile and to get cheaper price.But once this baby reveal their report TP 0.35 no big deal at all.Like Warren Buffet said you cannot expected the tree bear his fruit after you plant it for few days right, be patient your investment will be rewarded.

Air con rosak is not a big deal lah friend, can open window ma.If feel boring still can light up a cigarette and enjoy the fresh air :)

Rumors said that may be Brahim will take over MAS that's why need to perform some market price adjustment 1st.Is better to serve with naked nasi lemak rather than later need to swim naked lol.

May be Brahim hired Pak Indon to prepare nasi lemak that's why the menu become nasi guri hehe.