Now after Melaka Election with new faces, will there be any effect to Tanco land reclamation contract?

The new WZ1 with the change of major shareholders and biz should not be compared with the like of Brahim or similar counters. This counter is certainly not for short term or over night speculative bets but for longer term investment to benefit from the injection of new businesses and the entry of new major shareholders.

Wau ! Aaron Chen himself willing and choose to put his money directly in this turn around stock, there must be a be a bright future as he could have invested elsewhere. He has all the choices in front of him.
The major shareholders are very impressive especially after new biz injection and entry of personality like Aaron and others alike. The Agong himself is a major shareholder and own the shares directly and on top his family too is a major shareholder.
We can only expect good things will happen to WZ1 going forward!

Strange isn't it? Good performance in the newly listed subsidiary in Cambodia and so far no bad news on the stock but prices had been plunging for a no of days already.

Those who understand the biz and biz model of Cypark will find that Cypark is much undervalued. Cypark was early in the renewable energy space so it has manage to lockup very good rates in the REPPA with the off taker TNB. New rates for solar, for example, now is much less lucrative than those who manage to build solar farms earlier.
No need to worry about heavy debts and negative cash flow as Cypark need big capital to invest in its projects and Cypark still growing its biz. The profits and cash flows from these projects are virtually guarantee during the duration of REPPA.

It must be something big but unexpected happening as Pestech biz so far is admirable.

Bonsai Group from China will invest RM 10.6 b in an area near the Kuantan Port. Will likely have positive impact on land owned by Eden nearby.

Insiders or their proxies must have been dumping in last few days! Just look at the chart.

Technically looks horrible since last few days.

Normally used in junk foods and drinks

High Fructose Corn Syrup

HFCS is considered bad as it is high in fructose

Be extra careful. Just take a look at the no of EPCC contracts for hydro projects won all over the places within so short a time period. Make your own independent assessments and judgement. Using only common sense is enough. Too good to be true? Judgement is yours!

Kun Faya Kun
Good thing will come for those who are patient

Yes squatting is much better than sitting for health reasons. It is the natural ways. Just look at animals and we can learn a lot from animals. But unfortunately nothing animals can learn from us.

We were created to move and use what ever natural ability given to us. Sad to see the majority Malaysians nowadays hardly hardly use their limbs to move around. Our cities are designed for vehicles with hardly any consideration for pedestrians.
Even our commercials buildings are not only designed to minimise the use of our legs or walkings and on top tend to be fully air-conditioned and with poor ventilation, sealed off from natural environment.

@beinvested; Excellent point of view and I fully agree with that philosophy.

The biz model and the scale of Cypark are very different to those of Solarvest and hence the capital structures and cash flow patterns are not similar and comparable.

PM and Agong are both from Pahang

PA can be converted 1 to 1without paying any additional cash

No worry. Net asset, which consists mainly sea fronting lands, per share is 56 sen. On top more reclaimed land yet to be recognized as revenue. It worth nothing that the company has relatively very little total borrowings, less than RM 100 m only.
Any change in shareholders will definitely not a bad thing. Just be patient.

There must be a good reason why WZ!-PA is trading at the discount and the big insiders are aggressively buying the mother shares. Logically PA should trade at a premium instead of at a discount to mother share as it is more senior and have 3% coupon yield based on it issue price.
Just be a little patient, a good thing will come out later?

Cypark biz is good but continuous issues of discounted new shares at the cost to other minority shareholders will keep on depressing the price.

Thank you very much @In_Sight for your good effort and intention to make misunderstandings and confusions about Air Asia biz clearer for some people.
As I repeatedly mentioned, very unlikely AA will go out of business going forward. After all if AA can not survive, then which other airline can? There is uncertainty but little or no risk in investing in AA.

Syabas to FamilyMart and QLR for giving employment to locals instead of getting "cheap" foreign labour like many other local companies. We should support such companies that invest here to provide employment to Malaysians not just to exploit cheap labour and some companies had learnt recently that so called cheap labour have unwanted ramifications.

The income for the the IPP is basically guaranteed provided of course it can guaranteed the minimum required plant availability through out the PPA duration of 25 years. The return of the investment is at the least 12 percent per year virtually guaranteed by the Vietnam utility and the government of Vietnam. The deal obtained for this project is extremely good and not likely be given to any future IPP in Vietnam.
We can of course easily estimate how lucrative the return for the equity investment by the IPP owner say assuming the debt equity ration of 75/25!
As far as the investment in the Vietnam IPP is concerned, we can definitely agree that it was an excellent undertaking.

Banning on construction of coal power plants in the coming future will not have any effect on Jaks IPP in Vietnam which has been completed and already in commercial operation.
The PPA contract between the IPP and the Vietnam utility for 25 years will not be altered at least without the consent of both parties. Anyhow the IPP will get most of its payment from the plant availability and not so much from the power generated from the plant. The cost of producing the power is basically passed through and the IPP may make some money if the plant is efficient and lose money if its efficiency is below expectation.

Nothing much to worry about SCIB compared to SD. Although both counters are being suspended and have connected shareholders, the underlining issues are totally different.
SCIB failed to produced it's annual audited account on time due to unexpected or unplanned change of it's auditor, an reasonable and fair excuse.

Kun Fayakun: what should happen will happen!
Those who understand airline biz especially Air Asia and not losing their heads and have patience will be well rewarded, sooner or later.

Any change of the controlling shareholder can't be a bad news. This counter seems to be much unappreciated and hence undervalued. It's net asset per share alone is 56 sen. Mind you, most of the assets are lands obtained from the land reclamation jobs.

No more government cash injection for Malaysia Airlines. This could likely be a good news for Air Asia as it has one less competitor do deal with.

Yes definitely at current price level KPJ is highly undervalued than is why EPF is accumulating the shares. Privatization would only be a big bonus for EPF!

EPF continued buying up KPJ shares. Is the proposed privatization of KPJ by Johor Corp coming any time soon after completion of taking Damansara Realty private?

EPF which had been disposing KPJ shares most of the time, now turned to buying the shares. KWAP too is accumulating the shares.

"Khairy launches healthcare travel blueprint to boost Malaysia’s medical tourism post pandemic"
KPJ will definitely benefit from such initiative being the largest operator of Malaysian hospitals with a long track records in running hospital and related services in the country. On top KPJ has hospitals in Indonesia, Thailand and Bangladesh.

More relaxation on foreigners entering Malaysia from November 1, 2021. Sooner or later most restrictions to enter or leave the country would likely be removed as the world is opening up. This will definitely good for air lines especially those that catering to holiday and leisure travels.
Just like what happen to crude oil and other fuels that surge once demand increases while supply had been curtailed during the pandemic. Who can predict crude oil will jump to current high
levels where as it was trading below zero in the spring of 2020.

A principle officer of SCIB bought both shares and warrants yesterday at 29 sen and 10.5 sen respectively. Nothing to worry at all as there is nothing wrong with the company account per se but delay in submitting the annual audited financial account due to change of auditor.
Just need to keep our mind clear and not losing our heads. OK just let others losing theirs' !

If the tranche 4 of PP shares were successfully subscribed at 43 sen but later the company choose to return the money, then it indicates that there is nothing wrong with the company financials. The issue is only the delay in producing audited account. The delay is fully expected due to change of auditor otherwise no body will buy the shares in the 4 tranches of PP.
The previous trances of PP were quite recently completed too with prices varying from 38.39 sen to 58.23 sen compared to the aborted tranche 4 at 43 sen.
If these recent issues of shares via PP are successful it indicates nothing wrong with SCIB, unlike SD which have totally different issues with accounting. Mind you these people who had subscribed to these PP are not ordinary bilis. They are normally well informed and have done thorough due diligence prior to putting their money.

SCIB is totally a different entity from Serba and has separate and different biz area. Serba has its own accounting issue, not related to SCIB. Need to keep our heads clear otherwise we will succumb to irrational emotions.

At current price level may be a good opportunity to buy. After all the insider Director had been buying very recently albeit in small quantities.

Another tranche of Private Placement price was fixed at 95 sen. Private placement is unfair to other shareholders as they are not given the opportunity to subscribe to cheap discounted shares. For the connected few that get chance to subscribe these cheap shares can make easy gains very quickly without risk.

The external auditor for Tanco has expressed an opinion that the company may not be able to continue its business as the company had suffered in the last two years of consecutive losses and negative cashflows in addition to having its current liabilities exceeds current assets.
Another unfortunate news for Tanco in addition to controversial issues regarding the proposed land reclamation job in Melaka. A real double whammy !

At the current prices, KPJ is very much undervalued. So nothing to worry about KPJ with or without privatization!

Johor Corp is now in the process of acquiring shares to privatise Damansara Bhd. Is the offer to take KPJ private is comping any time soon? Johor Corp has already declared its intention to take KPJ private just before Covid 19 pandemic.
KPJ owns and operates a very large and strategic set of assets i.e. hospitals.

What an unfortunate turn of event for Tanco which has just been awarded the contract to reclaim approximately 120 acres at Mukim Tanjung Kling, Daerah Melaka Tengah, Melaka. Now the state government has been dissolved and general state election will determine the next state government in Melaka.
What would be the implications on the proposed project especially the issue related to the reclamation has become controversial.

@perx135305, you are absolutely spot on, on the level of thinking and interpretation of data !

Just as I was expecting for some time ago! Well done to those who understand the airline biz and its temporary impacts by Covid 19 pandemic and not losing their heads while some lost theirs'!

Taking listed companies private is nothing new or unusual for Johor Corp. In fact Johor Corp had been very active in taking its listed subsidiaries or companies private. In 2011 it had taken both QSR and KFC private and later on Kulim in 2015.
The market believes that when Johor Corp has mentioned its intention to take KPJ private it was done with real serious intention as now it is the best time to do it. The share price of KPJ was depressed until very recently due to its poor current financial performance thanks to Covid 19 pandemic.

@Thinkcarefully, it may not be true that does not own any hospital. In the latest financial statements KPJ did own free hold lands and buildings amount to RM 260.714 m and RM 1,528.257 m. respectively where as the total value of all hospitals under lease by KPJ was only amount to RM 1,051.172 m. In addition KPJ also owned RM 337.748 m. of investment properties.

Taking private or not is not an issue directly concern the company but it is something that solely within the rights and purview of the company shareholders only. The company job is to run and operate the biz as usual and therefore it will only have knowledge about say taking the company private after it has received notice from the shareholder that intend to take the company private via whatever means.