Js keep the expansion strategy strong... CU will bounce back stronger...

Vaccination rate speeding up... Tunepro will shine soon..

Am banking on 60sen and above, dividend to.e back strong next year and then even moving to rm1 with the digital play..

Govt is serious abt a full opening of the economy by August. I believe they can... Am already scheduled for the second dose nx week and I got this msg...

RM0 Lebih 14 juta vaksin akan tiba pada Julai dan jutaan janji temu sedang diberikan untuk bulan ini. Giliran anda bakal tiba. Lindung Diri, Lindung Semua

Mynews keep pushing more CU stores... Get to 20 by Sept... CU at 1.50.

A lot of PE funds now buying into retail chain but they are looking for a wider number of outlets...

Digital involved tunepro, AA and Tony owns 30%, I guess tunepro will start moving up. Very profitable and trading 55% of NTA... Tunepro will boost the SPAC value

AA and Tune - Tony own total ard 30%....

https://www.klsescreener.com/v2/news/view/851539

Switch to tunepro for AA digital play upside

Switch to tunepro... https://www.klsescreener.com/v2/news/view/851539

AA digital play, potential to spike

https://www.klsescreener.com/v2/news/view/851539

Yes AA digital platform carry insurance and Tony has been talking abt merging some of his other non aviation assets into the digital platform which encompass lifestyle and consumer based needs.
Tunepro is undervalued and at least worth its NTA or higher... That's why I keep accumulating. If a large part gets integrated into an SPAC and the digital platform, imagine the revenue stream....

Glove ASP down and seems like there could be impact to karex. Low of the year not tested, perhaps 40sen..did they borrow for the glove investment?

Air Asia app already has the insurance link. Tony is a smart guy to start ride hailing and food delivery through his app. He is consolidating his market place which includes tunepro insurance services. It would reduce marketing cost and increase reach and the number of consumers.

Tunepro offering the adhoc ride cover, travel protection even home owners insurance for those wishing to insure while on holidays.... More revenue stream and better margins.
I think of it like buying magnum or toto... Cheap less than rm20 per cover and you can keep buying.... As u go..... More ppl do the better..

Vaccination rate going strong... Germany is open again and u see ppl starting to spend. Msia in 2 mths will be stronger and by then hopefully more CU outlets. Never knw when this counter will spring back to 1.20....cu at 1.50

Yes and the problem is that if everyone suddenly buys the price spikes very fast. CU opening more stores and hopefully by Aug they have 10 stores running. Actually their mynews Supervalue stores also doing well...

CU at 1.50, collecting mode..

Cheap valuations, lots of potential to move further up. Fundamentally sound biz and company.

Friday coming up soon... Weekend news updates would determine nx weeks weakness for SD's price. For now, EPF ceased to be a significant shareholder anymore having trimmed below 5%, but doesn't mean they stop selling.. Sometimes I don't understand why shareholders cheer EPFs position. Although they won't influence doesn't mean they won't sell down till zero and it is an ultimate loss of trust.

It's not over and still quite possible to slide through the black hole..

Yup, everyone waiting at 56sen, still ways to go...

High debtors 183m, borrowing and payable... Is kpower fundamentally strong?

Take que from the steel counters... Most lost money during the MCO but you see strong recovery... Same here. Mynews cut down unprofitable stores and the best indicator is when things are slow and stores which drag the group down, close it shut as what they did. No better data. Stores which are profitable during the Pandemic will be even better after.... Convert to CU for super performance.... Only measure now is speed... Speed in execution, making tough decisions... This counter can spike up 12 to 17sen per day and I have seen it a few times dy..... Buyers buy and keep.... Keep the speculative play out and deliver.... CU at 1.50

Is the private placement to raise Rm100m still on?

What is next for serba after EY's appointment? EY would have to meet with KPMG for the audit files handover and meet with the board for a review right, if they smell something fishy do they then resign or turn down the appointment that point??

I guess this is what everyone is anxious about with speculation of SC stepping in... Etc

But what is rather baffling is their foray into space technologies... Not the time to be spacey when the shares are sinking into a black hole...

Still trust EPF has more insights and a no no mark from them spells troubles...

Think investors might stay away up until audited 2021 is out. June year end and that's when the shit hit the fan for serba. Kpower might take que and clean up their accounts for q4 in the nx 1 - 2 mths to prepare for the annual audit after..

Q3 showed borrowing 38m, 7m intengible assets and a spike in trade receivables to 183m including high payable too. Contracts have to be validated and we might take que from q4 QR in aug/Sept this year

So guess there would still be volitility in the interim and the bottom is not yet defined.

NTA of 0.3, could kpower withstand a write off if 10% of trade debtors are questioned by a trigger happy auditor... Just like KPMG did for serba??

Any thoughts...

Looks like backtracking to 90sen soon.. Then will be 85sen. I got stuck with this counter since 2016, even went down to 60+sen...only consolation is the dividend.

Hold steady this week.. CU at 1.50

Soon could touch 56sen..

Better invest in tunepro, recovery stock for the nx 6 mth and up to 24mths then after... Everyone wants to fly again as badly as the scramble for mask during the outbreak of Covid early 2020

That's why I don't buy air asia but tunepro, still got +40% movement for the share price to NTA. Am placing bets there and I trust the EPFs move... If they are selling down like there is no tomorrow, surely we are standing on shakey ground

The QR is expected and nothing to be surprised about. What is important is to keep quickly opening more CU stores and be ready for the recovery. As the vaccinations pick up so will economic activities and revenue. Only way to improve gross margins back to >35% is with more CU stores.

The free liquidity is low... Today QR expected and we all expected it to be a loss but the counter still green.

Long term investors staying put, cu at 1.50

Heading south again. The plant expansion delay doesn't build confidence. No point keeping the money in fd too... Low yield. They shld double the customer base too... Very slow

It's a long term balance sheet booking and quite likely the fair value losses would be written back up. What is important is that no cash impact and no liquidation of the investment is required. The financial instruments could also pay dividend which would be booked to the p/L.

I see tunepro very active on Fb and other online search links. Latest is home content and fire insurance. Only rm63 for like rm25k of protection. Less than a weekend meal for some piece of mind.

Biz looks good, shld take advantage of this MCO and open more stores.. Get ready for the new trend.. Mynews ready to eat selection also improving.

CU at 1.50..

KJ - by Aug 300k does of vaccination would be administered.... Hope for travels soon. Tune to 60sen.

Desa petaling this week, grab app featuring CU... Every new outlet up 2 sen pun cukup.... 50 outlets, up rm1.... Hahaha..

CU at 1.50. Very cheap now, don't wait till too late, a lot ot M&A targets now... MMC, IJM plantations, Amproperties.... More to come.

No smoke without a fire. Just need to watch the institutional funds to know..... Reminds me of transmile... Dont forget was invested by Robert kwok himself, had a physical valid biz but cooked the books...

Why would there be bed debts for tunepro? Passengers whom opt for insurance will pay during booking and 4th qtr travels will help.
All boils down to vaccination drive which seems to get stronger every week.

KLCC outlet open. Next week hopefully BU and IOI Mall. Putrajaya 47% Community vaccinated

Many other good cap stocks undervalued. Time for the old timers to play their game... Ts Azman taking Amproperties private, Vincent tan with his sneaky move with Berjaya leadership changes, syed.mokhtar.....Ananda is a little stuck with maxis for 5G and armada still recovering.. One stock I found interesting is tunepro, Tony is not in the game but it has high Recovery & cash potential, trading 50% below NTA and is low cap.. Interesting times...

Govt speeding up, hopefully 150k per day soon. Hope for more centers and private initiatives to speed up vaccination. AAX is resuming Sydney flights soon

Think mostly buying to keep for future value.. 4 stores opening is high traffic areas... KLCC, IOI City Mall. BU.... If they add another 2 at bukit bintang and ampang, it's boom town for mynews.

Vaccination program going super strong now.. So I believe institutional investors would also start picking up for fund performance in 2022.

It was expected no? .. I can only keep nibbling but since very little sellers, no choice. Now they are saying it may trend like Mr DIY.... I'll be happy if it does... CU at 1.50..

Fair value 0.85, unless they plan a new biz line. Won't be able to keep up with lower dividend yields

Vaccination efforts boosting to 150k per day. Currently 96k per day..

Que so long not many sellers... Tmrw hope to get some below 90sen.

Js noticed, scib and kpower have the same increase in revenue and profit trends... Any cross billing or same technique. Should we expect a limit down? Serba debt 3bil, 1.8b debtors... These 2 counters also. Seems similar trends now.. But kpower smarter, using private placement funds, so much went into working capital for construction and the same construction division which seems new can churn profits..... Wei.. Suncon, IJM, Gamuda... Shame on u guys... Kpower 6 mths in construction minting cash wor... Serba boleh dinamik!!

Game over, sales drop, profit drop...

Many investors holding for 1.50 min share value. Liquidity is not much out there. Even with negative announcements, Mynews is holding firm. Better quickly convert stores, vaccination drive in Turbo mode and in 4 weeks things come back stronger.

Again I love this counter for its ability to drop a few sen and hold but move 14 to 17sen in a day. Have experienced this many times.... CU at 1.50

It's only fair value write down of long term investments while all other lines of business is actually growing strong. Including recording underwriting profits.... This is a very good sign and it means that once travel insurance is sold again, the premiums and profits will boost high...

https://www.klsescreener.com/v2/news/view/834247

Pls Read the report. Will start moving to 60sen soon. No longer cheap going fwd. Still small cap and lots of potential to grow to a billion RM mkt cap co

QR announcement soon.. Hope for some good news. Airasia seems to be launching many apps with cross selling built in.

Tune Pro very undervalued, especially since its been dragged so far currently... More upside for a gap up

Accumulation mode... CU at 1.50

https://www.theedgemarkets.com/article/cover-story-grocery-retail-boom

Impressive.. MyNews is on the right track but needs to speed up opening more CU and their new Mynews Super Value stores. If they hit 30 CU and another 20 Mynews Supervalue stores, additional profit for 2022 should be in excess of an additional rm30m.

Share will hit rm1.50 and even rm2.50 once the profits are announced.

Malaysian convince retail and grocery segment still has a lot of room to grow and its important to adopt the right format.

https://www.klsescreener.com/v2/news/view/828065

Tp 1.25....but I still say CU at 1.50

Capex is a balance sheet item and depreciated over min 3 to 5 yrs.. Every new store would contribute to revenue and profits. The right locations help liquidate inventory..

For CU stores they shld keep pushing and opening quicker... Its a brand that sells

CU at 1.50