for me, I believed calvintaneng's talk & forummers's Ifcamsc to hit higher price next week.

May I MULPHA 's NTA hou much ?, calvintaneng.
Thanks

Calvintaneng,
Are u sure NTA for Bjcorp at RM13.00 ?

hi, calvintaneng,
I agreed with u here.
Can u tell us some NTA's stocksas below:

1. Bjcorp
2. Pmcorp
3. Mpcorp

or u may provide us the link.
谢谢。

http://www.theedgemarkets.com/my/article/abdul-rahman-sells-985-stakes-gbh

Many analysts have lowered their average CPO price forecast to RM2,400-RM2,500 per tonne for this year and next.

CPO prices is down 9% year-to-date to RM2,194 a tonne on Friday.

RHB Research in a recent report says it is cutting its average CPO price assumption for 2014-2015 to RM2,400/RM2,500 per tonne from RM2,700/RM2,900 previously. Maybank Research, meanwhile, has a price assumption for 2015-2016 at RM2,600 per tone for CPO, according to an early October report.

http://www.thestar.com.my/Business/Business-News/2014/10/25/FGV-shies-away-from-NBPOL/?style=biz

http://www.thestar.com.my/Business/Business-News/2014/10/25/Pickup-in-CPO-prices-expected-in-2015/?style=biz

toward rm0.56 now!

Steady, uwan to sell , u go ahead.
Other ppls willdecide for itself.

Buying vol 1,338,000
Selling vol 71,000.
Waiting bullish@Yinson for last minutes today.

Buying vol much higher than selling vol.
4:40pm后 预测会bullish.

CIMB Research has initiated coverage on software solutions provider IFCA MSC Bhd with an Add call, setting the target price at 78 sen based on 21 times 2016 price-earnings ratio – in line with domestic peers MyEG and Cuscapi.

It said potential catalysts for the stock include stronger-than-expected GST jobs, potential dividends and a move to the Main Board in 2016.

According to the research house, investors with higher risk appetite should consider IFCA’s warrants (exercise price 10 sen a share, expires in Feb-2016).

IFCA is a software solutions provider focused particularly on property development, golf clubs, hotels and the construction sector, with around 70% market share of the property sector.

Clients include Sime Darby, SP Setia, EcoWorld and Mah Sing.

CIMB Research said there were three key factors that would turn operations around for IFCA from this year onwards, namely :

1) Software migration from Windows-based to web and mobile platforms for its domestic customers.

2) China sales taking off in the past few years.

3) Domestic GST software upgrades and training in 2014/2015.

Estimate IFCA should be able to secure RM60mil-70mil in sales from GST software upgrades and training in 2014/2015.

Projected IFCA’s three-year net profit CAGR (compound annual growth rate) to be 228% !!

CIMB Research added that profit margins should expand quickly as revenue growth from the domestic and China markets was expected to accelerate.

While Malaysia was its largest market, China could overtake in the next few years.

“Its major customers in China include the Wanda and R&F groups.

Wanda is China’s largest commercial property company and the world’s largest cinema chain operator,” it noted, adding that the company would be kept busy even after the GST jobs.

This would be due to software migration from Windows-based to web/mobile platforms in the local and China markets.

Meanwhile IFCA is also looking to expand its regional reach, eyeing Japan, the Middle East and Thailand.

今天应该会达RM3.70@SKPETRO.

我觉得还会在上到RM0.575.

FV for Kulim@RM4.00 for this month.

Some Fund is started accumulated@KULIM !!

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1774793

As Kulim would only be receiving its proceeds from the disposal of NBPOL at the end of the
year, we reckon that the additional or special dividends would only be paid next year.

Kulim
is expected to record a gain of RM1.56bil from the disposal of NBPOL.

Kulim’s cost of
investment in NBPOL was RM216.4mil.

Sime’s offer will remain open until 18 December 2014.

Payment of the offer consideration is
expected to be made on 24 December 2014.

The independent directors of NBPOL have recommended NBPOL’s shareholders
to accept Sime Darby’s cash offer in the absence of a superior proposal. In their view,
Sime’s offer is fair and reasonable.

Sime’s cash offer of GBP7.15/share is within the
independent adviser’s fair market value range of GBP7.00/share to GBP7.50/share.

Another RM600mil of the disposal proceeds will be used to repay bank borrowings.
According to the Bursa Announcement, the repayment of borrowings is expected to
generate interest savings of RM25.5mil per year. Gross gearing is estimated to decline from
0.4x to 0.2x.

About RM850mil of the disposal proceeds will be used for investments and capital
expenditure. Part of the RM850mil will be used to finance the group’s plantation and oil and
gas ventures in Indonesia.

Kulim also announced that it would be distributing RM1bil out of the disposal proceeds of
RM2.75bil as dividends. However, the dividends of RM0.78/share would be staggered over
two years. There were no details on how the dividends would be staggered.

Kulim Bhd announced that it has received the formal offer document for shares in New
Britain Palm Oil Ltd (NBPOL) from Sime Darby Bhd. In the absence of a superior offer, the
Board of Directors of Kulim Bhd have agreed to present the proposed disposal of NBPOL to
the shareholders of Kulim at an extraordinary general meeting (EGM).
 Kulim also announced that it would be distributing RM1bil out of the disposal

到时候大家追到乱@KULIM

steady man, got ppl Target rm10.00 for …MYEG.

CPO already recover day by day.
Endof 2014 可能 CPO 预料达Rm2350 to Rm2500.

steady bought Ifcbmsc already i think.

WaitQR out first.

给他时间。

The FPSO is likely earmarked for the Sankofa-Gye Nyame
field under the Offshore Cape Three Points (OCTP)
licence at offshore Ghana, which was being bid for by
Yinson, Tokyo-based Modec, and Bumi Armada.

Recall that the group has recently signed a MOU with
Golden State Petro to buy a Samsung-built 309,000DWT
very large crude carrier Ulriken, which was built in 1998.

Catalysts for the group stems from additional FPSO
contracts which the group is currently bidding in West
Africa and Southeast Asia. Management indicated that
the result of a large FPSO tender is likely to be revealed
by the end of the year while the small to mid-sized
projects would be known next year.

http://www.theedgemarkets.com/my/article/kulim-265-rm1b-dividend-nbpol-stake-sale.

CPO 最糟的时期已经过去了！

还有大约两个月里头
Yinson将晓来一个从 Mexico OG@FPSO的好消息!
趁它在RM3.00以下买入

PAT 预测将高出2.5倍 2015比起其2014!

应该能站稳Rm0.555.

IFCAMSC’s stock price could rally towards our pole measurement objective of RM0.74,

implying an attractive upside of 48.0% for investors.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1772077

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1773749

On behalf of the Board of Directors of YINSON HOLDINGS BERHAD ("YINSON" or "the Company"), we would like to announce that a wholly-owned subsidiary known as YINSON MAWAR SDN. BHD. ("YM") was incorporated on 21 October 2014. The authorised share capital of YM is RM400,000.00 and the initial issued and paid-up capital is RM3.00. The principal activities of YM is the provision of marine services.

The incorporation of YM will not have any material effect on the earnings and net assets of the Group for the financial year ending 31 January 2015.

23.10.2014,
Huge shares Acquired fr EPF are:
2,556,800 units !!!

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1773661

要得耐心等待SKPETRO。
也许不是今天涨。

油价 recover day by day.
云升也该回到RM3.00 ++ 正常股价水平。

I hope too.
Call more ppls come to buy IFCAMSC.

Rm0.50, if not reach today, then will be another day.

Vol is increasing !

keep patient, bro sis.
ppls dumping shares provide appotunities for others to collect SKPETRO.

me also bought IFCAMSC .

This contract extension as well as the sale of Yinson’s 50%-owned
Petroleo Nautipa validates Yinson’s purchase of Fred Olsen
Production (FOP) as it has created values along the way. While the
contract extension is on improved terms, the latter was sold to BW
Offshore at a higher value than Yinson’s initial cost.

Winning an FPSO contract outside Vietnam would fully endorse the
M&A of FOP. The outcome of the Ghana FPSO project would likely
be known by end-2014. Bagging the Ghana job would significantly
be earnings accretive (NP: MYR150m p.a.) and lift our MYR3.03 TP.

The contract extension is
favourable to Yinson for it has successfully negotiated for a higher
all-in dayrate of USD107k (+USD10k) when compared against its
previous firm contract period. While this extension is for a year,
we reckon subsequent seven extensions (of up to Oct 2022) will
likely be exercised, considering the field’s high reserves and
production levels (50k bpd).

FPSO Adoon’s contract extended

This one-year extension up to Oct 2015, worth USD39m
reflects a 9% improvement in dayrate.

More positive newsflows in the pipeline - high probability of
winning one new FPSO contract in 2014.

MYR3.03 TP under review pending outcome of the Ghana
tender, due soon. We are positive and maintain our BUY call.