Jeffreyteck

Jeffreyteck | Joined since 2016-11-26

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Stock

2019-11-15 20:03 | Report Abuse

Sold aircrafts and lease back, what are the excuses given then? The truth is it needs cash. Whatever accounting std used is also just an excuse, ultimately bottom line count. Remuneration, if not linked to bottom line, they will dig all wealth, along the way only give some penny dividend. lol.

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2019-11-14 21:49 | Report Abuse

Est Sep Q results improved marginally yoy, otherwise price will drop to around 23. If results maintained, TP 26_30.

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2019-11-14 21:43 | Report Abuse

Price is still well supported, may be historical high DY sentiment.

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2019-11-14 21:37 | Report Abuse

Eventually default amount will tally with total borrowings unless a positive plan or haircut by bankers. Believe some bankers related staff bonus will be cut.

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2019-11-14 21:32 | Report Abuse

Management and bod appointment, depending on who you know ultimately. Positive results is secondary afterall their remuneration is not linked to bottom line.

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2019-11-14 21:26 | Report Abuse

Don't hope fundamentals can be improved, but price may be pushed up and pressed down. Good luck.

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2019-11-14 16:41 | Report Abuse

...AS the regulations on independent directors turn more stringent, corporate executives are increasingly less willing to take up the fiduciary duties, especially when the fees are small.... No idea how many trust this beautiful governance structure? Poor performance yet chief and bod get higher pays etc. Even certain authorities may not able to play their role effectively, don't expect much on independent director etc. Biggest scandal case tells us even at national level any structure can be just for show or redundant.

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2019-11-14 16:22 | Report Abuse

TP 50% of NTA.

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2019-11-14 16:04 | Report Abuse

How come market doesn't seem to welcome another lady on bod? So cruel. lol.

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2019-11-14 08:53 | Report Abuse

Despite relatively high DY, epf keeps on disposing. ST negative. Range 4.80_5.30.

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2019-11-13 22:55 | Report Abuse

Bottomline tells everything. 6.3 b loans is a great challenge without making profit.

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2019-11-13 08:18 | Report Abuse

Cash bal of 24m, how much shares can buy back? If not buying back from insiders, it is considered lucky already.

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2019-11-12 23:42 | Report Abuse

London Biscuits' defaults rise to RM111.71 mil as it fails to pay RHB Bank.... good luck. Best for trading only. Wonder why many banks lent it. Failure in risk management and internal controls? A comparative with other biscuits companies will highlight its risk.

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2019-11-12 19:06 | Report Abuse

New lady ceo already in for 2 years if not mistaken, performance remains so so. Borrowings cost may resist and limit upwards potential. More than 700 million loans. Cash call to improve gearing is necessary.

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2019-11-12 12:09 | Report Abuse

Rightfully Sep Q results should be improved yoy as last year's was horrible. But all key indicators are red and is unlikely to improve in near future, don't espect for div too. TP=NTA but speculative play may push to 20. Good luck.

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2019-11-11 14:44 | Report Abuse

Really no clue who wanted to convert rights at 16 instead of purchase from the market.

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2019-11-09 09:07 | Report Abuse

... Jaya, knew that... but as usual, banks are trying best to charge as proven by their bottom line. With significant reduction of cash transactions as you said now mainly online transactions, banks saved substantial cost and time in cash management, reduced counter services etc (which could subsidise them to improve IT services) but their mind is always to charge as much as possible and wider scope as possible. A case for eg, recently charge repayment of loans using cash deposit machine, that is extremely ridiculous, luckily consumer association is not sleeping and they have to stopped immediately. But expect more to come. We don't expect everyone can afford to have a smart phone or computer at home together with data plan.

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2019-11-09 08:56 | Report Abuse

....Pharmaniaga gets 25-month interim extension after concession ends.... we know how efficient the gov and strong political will, but at the expense of sick people.

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2019-11-08 20:10 | Report Abuse

Really menang, from bottom. Good luck.

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2019-11-08 16:55 | Report Abuse

....External auditors confirm existence of doubt on Seacera’s ability to continue as a going concern..... Smart Fintec? Any hidden agenda?

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2019-11-08 14:49 | Report Abuse

Edge English and Chinese versions contradicting. Should fire editors.

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2019-11-08 12:50 | Report Abuse

No worry, strong woman chairman. Lenders still trust it with outstanding 3.2 b loans. Price chart all the way to holland. Good luck everyone.

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2019-11-08 11:29 | Report Abuse

Bank Negara Malaysia (BNM) is proposing to set a cash transaction limit (CTL) of RM25,000 next year, as part of its initiative to continue curbing financial crimes. A CTL is the cap on the physical cash amount that can be paid per transaction.... haha, later on can start charging more and higher online transactions???

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2019-11-08 11:28 | Report Abuse

Bank Negara Malaysia (BNM) is proposing to set a cash transaction limit (CTL) of RM25,000 next year, as part of its initiative to continue curbing financial crimes. A CTL is the cap on the physical cash amount that can be paid per transaction.... haha, later on can start charging more and higher online transactions.

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2019-11-08 11:27 | Report Abuse

Bank Negara Malaysia (BNM) is proposing to set a cash transaction limit (CTL) of RM25,000 next year, as part of its initiative to continue curbing financial crimes. A CTL is the cap on the physical cash amount that can be paid per transaction.... haha, later on can start charging more and higher online transactions.

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2019-11-07 17:27 | Report Abuse

Poor regulatory regime, inefficient (eg long outstanding insider trading cases) and ineffective (eg request for explanation on unusual price movement instead of auto reporting by setting a threshold) and many others (eg locally listed Chineses firms various issues). Privatisation offer price significantly below nta......Don't hope much from them. Why work hard if no transparent kpis for authorities and management of listed companies? Good luck.

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2019-11-07 15:04 | Report Abuse

Last Sep Q is too good, coming Sep Q yoy is quite unlikely to surpass it. Trading range 88_103. LT positive as no need to serve loans.

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2019-11-07 11:52 | Report Abuse

Agreed. Serving the interest is enough to kill like London biscuits. Cash call is the only way to suck more money. Good luck everyone.

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2019-11-07 10:46 | Report Abuse

TP DY=2% and price book ratio 0.75, current assets (now 75m) about the same as current liabilities (7.6m), now is very ridiculous, that shows hidden agenda or inability to recover. Best for trading only since this forum is quite active. London's and Sasbadi high receivables, see their price today.

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2019-11-07 09:50 | Report Abuse

Quite unlikely to bid last Sep results yoy. Most likely pushing up the price before poorer results announcement so that it won't fall too low as like HaiO and some other stocks.

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2019-11-07 09:44 | Report Abuse

Is quiet unlikely Oct Q results can bit last Oct yoy unless unexpected substantial rise in revenue. TP1.80 remains but most likely price will be pushed up before poorer results announcement as like the recent quarter.

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2019-11-07 09:35 | Report Abuse

Est Sep Q results will drop yoy as last Sep is too good. TP below 16.

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2019-11-07 09:31 | Report Abuse

TP DY=2% and price book ratio 0.75, current assets (75m) about the same as current liabilities (7.6m), very ridiculous, that shows hidden agenda or inability to recover. Best for trading only since this forum is quite active.

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2019-11-07 09:23 | Report Abuse

Cash 51m, borrowings 1161m, that gives the clue of its potential.

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2019-11-07 09:01 | Report Abuse

Epf disposed so much on 30 Oct but only lodged on 6 Nov.

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2019-11-07 08:59 | Report Abuse

Next after London.

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2019-11-07 08:19 | Report Abuse

Alert, super high current assets, recoverable? If written off 50%, profit all gone. Poor disclosure regime without showing aging of receivables and top 5 receivables. Sleeping authority.

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2019-11-07 08:17 | Report Abuse

Looks like many of us here can be a better management of Fin as it paid 48 for seacera. That's really unbelievable.

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2019-11-06 22:53 | Report Abuse

Sleeping authorities? Till now no actions? Good luck everyone.

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2019-11-06 14:11 | Report Abuse

Super high current assets, recoverable? If written off 50%, profit all gone. Poor disclosure regime without showing aging of receivables and top 5 receivables. Sleeping authority.

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2019-11-06 13:11 | Report Abuse

TP13.5. Then privatise at 15. As usual, most majority SHs will not treat minority generously as dividends will tell the truth. Best for trading only.

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2019-11-06 12:35 | Report Abuse

Close to 6 billion of borrowings... lenders are the happiest one.

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2019-11-06 09:31 | Report Abuse

Trading range 26_30.

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2019-11-06 08:53 | Report Abuse

Quite unlikely Sep Q results is better yoy due to relatively high base recorded last Sep. Anyway, good for goreng news, either good or bad news.

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2019-11-06 08:45 | Report Abuse

Among the lowest price book ratio. Looks like management is not capable to unleash its hidden potential.

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2019-11-06 08:42 | Report Abuse

Kumpulan reduced holdings from above 6% to touching 5.56%. Surprised.

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2019-11-05 23:09 | Report Abuse

..."At the current level of the OPR, the stance of monetary policy remains accommodative and supportive of economic activity,” said BNM..... Haha, if cut further, myr will sink faster. Smart ex Gov unpegged myr against usd, only see myr dropped from 3.80 ho 4.20 despite it used to be strengthened to around 3.0. Unfortunately not sustainable.

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2019-11-05 16:08 | Report Abuse

Who will offer projects to such problematic company? If base on open tender, can't even meet pre conditions requirements, in particular, on financial aspects. Anyway, good for trading as the crowd here remains active.

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2019-11-05 16:05 | Report Abuse

Lake titiwangsa 100 million project overdue. Completion date? Compensation for delaying? Corruption? What are the deliverables?

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2019-11-04 22:54 | Report Abuse

Still well supported, otherwise should drop to around 2.