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2019-11-25 09:36 | Report Abuse
Amway profit down, chances for Hai O profit to improve in the coming quarter Oct? = 1%. Anyway, price may be pushed up before results announcement as like recent quarter.
2019-11-25 09:29 | Report Abuse
1). Fundamentals all in RED.
2). Cash 1.56 m. Loans above 200m.
3). Local market, how many people would like to pay for the performance? How grand is the performance? Value for money and is a must see? Vs Macau water dance performance, which one is a better one?
4). Positive but no guarantee profit: Visit Malaysia year 2020. Revenue may be up but profit remains questionable.
May be good for trading only.
2019-11-25 09:09 | Report Abuse
Dec results most likely will fall yoy as last Dec is quite high and recent profit trend remains in the downward trajectory. Anyway, may be pushed higher before announcement and for window dressing in Dec. Only positive is cash rich relatively.
2019-11-25 08:58 | Report Abuse
Nepal deal still have to pay 760 million.
2019-11-25 08:56 | Report Abuse
....Penstrukturan semula organisasi itu akan menjadikan Bursa Malaysia organisasi yang lebih cekap, dapat memenuhi keperluan pelanggan dan pihak berkepentingan yang berubah dengan lebih baik dalam pasaran global yang berkembang pesat,” Estimate COO etc will be reintroduced in next few years. Then will give beautiful excuses, ie to strengthen ........ Corporate world: goreng time uses merger all diversification as excuses, bad time uses focus or streamline operations as excuses.
2019-11-23 10:47 | Report Abuse
TP back to Shell price. This is no exception from other Chinese listed firms listed locally unless proven.
2019-11-23 10:45 | Report Abuse
Real tigers we can take precautions. This tiger..uummmm, luck is crucial as fundamentals do not count.
2019-11-22 15:45 | Report Abuse
Petron dropped substantially, believe no exception for this. TP3.80. Stock code 4324, tricky secret code.
2019-11-22 15:41 | Report Abuse
"Overall, we remain cautious over the group’s alarming earnings volatility against the backdrop of an unfavourable business landscape. Post-results, we made no changes to our earnings forecasts. Seeing a lack of institutional investors’ interests and the reshuffling of our research resources, we are ceasing active coverage for now. Should sentiment or outlook improve, we may seek to resume coverage in the future.The stock is now a NOT RATED (from UNDERPERFORM previously), with our last TP of RM0.300, pegged to 0.4x PBV
Source: Kenanga Research - 22 Nov 2019"
2019-11-22 15:38 | Report Abuse
Only benefited the only one fellow from the land deal. In the first place, how to get land?
2019-11-22 15:30 | Report Abuse
@168... Scary data. First time looking into this stock as it used to be above 3. May be at best now for speculation instead of fundamental. Good luck anyway. Sapu stock may try to mislead investors. Genm used to buy back above 5 and 4, now is touching 3.
2019-11-22 12:18 | Report Abuse
Unlikely Sep results is good yoy. As usual, push up price then announce poorer results, like Hai O. The only positive is relatively cash rich. But 1 cent dividend means 80 years to recover capital. So just wait for speculation on rumors or actual facts.
2019-11-22 12:08 | Report Abuse
Ridiculous current assets more than 200 million, recoverable? Free financing for buyers? Related to anyone? Current liabilities is only 6 million.
2019-11-22 09:06 | Report Abuse
Will the profit continues the downward trajectory? Last Dec is quite high and see no recovery till now end Nov.
2019-11-22 08:54 | Report Abuse
Somehow major SHs are rich but minority are poorer due to dropping prices.
2019-11-21 20:09 | Report Abuse
Profit attributable to SHs is less than 60%, the rest goes to? Do they contribute any resources?
2019-11-21 19:40 | Report Abuse
Well done management, still profit without loss. Good luck everyone.
2019-11-21 19:32 | Report Abuse
Profit attributable to SHs is reducing fast. Those attend agm must ask. Binapuri is also the same situation and the price now is below 15 from above $1 those years. Good luck.
2019-11-21 14:24 | Report Abuse
Sep results positive. Dec results is expected to be positive too. Range bound 26.5 to 30.5.
2019-11-21 11:56 | Report Abuse
As usual, shaked out contra players. Good luck.
2019-11-21 09:59 | Report Abuse
Est marriage failure as intention is to goreng.
2019-11-21 07:40 | Report Abuse
Difficult to move despite improving profit. Huge loans limits its upward potential. Trading range 85_105.
2019-11-21 07:38 | Report Abuse
TP20 as current assets is unbelievable high and more than revenue.
2019-11-21 06:31 | Report Abuse
More than one billiom loans, basically is a gone case. Only selling point is NTA which can be eroded fast if anything happened as like many other non performers. Good luck.
2019-11-20 11:17 | Report Abuse
Lost in by election yet still want to implement child seat. As it is motorists without wearing helmets is abundant. Believe this move will increase corruption instead and added financial pressure on the poor and middle income group. If doesn't know how to set priority, failure is awaiting. While intention is good, but people nowadays aren't scared to die just like smokers etc. Better focus on important matters.
2019-11-20 11:05 | Report Abuse
No idea what approach used for the TP, just argument of supply reduction. Anyway, good for speculation only as many issues remain unresolved. Sep results est to reduce losses or marginal profit but whole year is still in red.
2019-11-20 09:36 | Report Abuse
After looking into some details, current assets is 10 times of current liabilities, that is serious. Either recoverability in questions or potential write off, fair figures in question just to push up revenue, lending generously to buyers (related?). Disclosure needs to improve to convince investors, aging schedules, top buyers etc. Unfortunately sleeping authority is not doing much to strengthen market.
2019-11-20 09:14 | Report Abuse
The stock code itself hinded "not easy to survive and to become rich". Good luck and get ready for cash call as cash flow is bad and limits its ability to borrow from bankers.
2019-11-20 08:57 | Report Abuse
Big player is still selling but price up. Market manipulation? Legally right if it is a big player?
2019-11-20 08:44 | Report Abuse
As told, current assets is extremely ridiculous. Whole year revenue without receiving cash? Fantastic. Only positive is no borrowings. Good luck.
2019-11-20 08:42 | Report Abuse
Q3 should be very positive unless management purposely tune down.
2019-11-20 08:40 | Report Abuse
Still well supported. TP 75 remains amid lack of momentum.
2019-11-19 22:21 | Report Abuse
High DY on the expense of dropping share price. Dec results consistently dropped for the past few years, believe no exception for this year too.
2019-11-19 17:52 | Report Abuse
Rare counter with regular dividends and quick payment.
2019-11-19 16:49 | Report Abuse
Trading range remains 26_30.5.
2019-11-19 16:30 | Report Abuse
Now is Nov, if any profit from stocks acquired by fintech, will only appear in Dec results. Anyway, TP=50% NTA.
2019-11-19 11:01 | Report Abuse
Current assets is more than 12 months revenue, unbelievable, that means no collection and potential to write off? Margin is very high, unbelievable too under today's competitive environment. MyEg used to have high profit margin too. As for this counter, the only positive thing is no borrowings.
2019-11-19 10:30 | Report Abuse
5.6 billion current assets, financing buyers or related company? Potential write off?
2019-11-19 10:03 | Report Abuse
Challenging Sep results as last Sep is high base. Est remains profitable but drop yoy.
2019-11-19 09:00 | Report Abuse
Difficult to est performance but overall is negative as reflected in its price movement down to holland. Good for trading and speculative play as usual.
2019-11-18 15:22 | Report Abuse
Current assets is more than 12 months revenue, unbelievable, that means no collection? Margin is very high, unbelievable too under today's competitive environment. The only positive thing is no borrowings. Good luck.
2019-11-18 09:32 | Report Abuse
TF then and now:
Past... younger and energetic, business focus.
Now....older and not as energetic, too many things to take care but too bad, team isn't performing.
See the price chart of Aax, AA, Tunepro. Positive correlation?
2019-11-18 07:42 | Report Abuse
Most likely affected by by election results temporarily.
2019-11-16 10:54 | Report Abuse
Tricky. Anyway, TP=50% of NTA.
2019-11-16 08:56 | Report Abuse
... Management and bod: mainly non performers, results proved that. Perhaps non of them is capable to look into pricing and cost management, as well as dynamic critical analysis;
...TF: too ambitious to expand into other areas, ended up lack of focus in his own best know how;
... Fundamentals: all in red and is quite unlikely to improve in near future. Borrowings 6.2b, current liabilities is too high reflecting some undisclosed issues (status of overseas partnerships?);
... Real value: some like to use NTA as a selling point for certain stocks, today its nta is 0.05. Some uses potential cash flow, but today only see continuous outflow. Some uses potential earnings and PE but unfortunately only see widened losses.
Major overhaul is necessary to put it back into right track. Cash calling, management change, objective KPIs which link to remuneration. In short, aax is lucky as there is still many supporters here, otherwise it may drop to its real value. If Warren were to ask about his view, what would be the possible answer?
2019-11-15 22:36 | Report Abuse
Is unlikely Sep Q results can bit last year's yoy. Price may be pushed up slightly before results announcement so that it won't drop substantially once results announced.
Stock: [CIMB]: CIMB GROUP HOLDINGS BERHAD
2019-11-25 09:41 | Report Abuse
Still with strong support despite big fund disposal. Est Dec Q results +/-10%. Range 4.80_5.30.