Yeah Panorama1, my average cost is slightly above 5.
If Harta can consistently give 10cents dividend every quarter then it around ~8% dividend yield. Anything more than consider bonus :-) and so far, it's giving more than that...

Aiyoh, regret didn't top-up more yesterday.

Anyway, a bit sad also with so the increasing number of cases and new variants.
Everybody please take care...

Dear Mr Tan,

My pick for FY2022:
1. KPS 15%
2. MNRB 15%
3. AZRB 10%
4. CMSB 10%
5. MBSB 15%
6. MUHIBAH 10%
7. BSTEAD 15%
8. MALAKOFF 10%

Thank you and have a Happy New Year 2022

It's not exactly good news. Covid cases worldwide reach a record high of 1.2m cases yesterday.
Good for glove makers but not good for the rest of the world. I have glovvies but I also want the world to recover from this contagion...

Now is cheap already. I'm also nibbling up bit by bit...

Hmm, Harta up but TG, Supermax and Kossan down. Harta nitrile gloves is #1

Thank you and goodbye MMC...

Yeah, average down more at RM5

CFO just resigned after a short tenure. May not be good news...

Nice, if include the incoming dividends, my Harta position is finally positive

Don't bash me but wake me up when RM3 comes...
I promise I will support back at that price again then

Got off the morning train today at 5.06, I have left very small position here. Good luck all!!

Too much hassle and no time for this. I just use a nominees account

No movement here... Buyer don't want to buy, Seller don't want to sell. Think it's going to be quiet for some time

Hmm, why haven't release quarterly report?

I have taken profit. Still have some remaining, waiting for RM5

Bagi satu "Like" sama u!!

Najib Zamry We focus on DKSH first. This one let it float for a while. The value will come

Woo hoo... super undervalued as mentioned. Now is marginally undervalued.
I think I will sell at RM5

Have a good weekend all!!

Not just undervalued. Super undervalued...

Was queueing earlier to sell@3.40. Going to cancel sell order dy.
Going to keep for more upside...

Not bad, not bad... Dividend rate higher than FD rate. Keep and wait for privatisation

Looks like GPS holding the key to next PM. More projects going to Sarawak and can guess the benefactor would be this counter...

Well, I consider that 3 cents was for last year, unless they announce another interim dividend in Sep for FYE2022

Ok lar, my average price is 90 cents, slightly less than 5% DY. Hopefull now can ex-date and payment date asap...

MNRB holding steady...

Yeah, I also think can reach RM2. EPF not always right.
Their errors for all to see in the Topglove and Serbak investments. Also have many other examples, but these are the latest I can think of. They have their reasons for selling, we have our reasons for buying. No right , no wrong here...

Oh, ok. Let's wait and see then

Not sure, I was guided by their dividend policy, not sure if that is still in place.

Also, their Aquaflow will be selling more chemicals when the plant is up and running. But that could be 5 years down the road

I feel that KPS will not get the main rasau wtp project. But with such a huge plant, new pipes will have to be laid to the consumer, there's where smartpipe may come in. Just my 2 cents, don't shoot me if anything goes wrong

Pinky The previous fair value hit to Allianz was due to rise of INTEREST RATE, not rise of OPR.

Rise of interest rate may, or may not be due to rise of OPR

Allow me to illustrate

Let's say BNM cuts OPR from 1.75% to 1.50%

HOWEVER, the MARKET may perceive that Malaysian government bonds carries a high risk (be it risk of default or risk of weak forex etc)

Hence, the market will SELL DOWN MGS, causing YIELD to go up

To the above, I agree. And with the latest political turmoil, it will certainly affect Allianz's investments. But overall, I don't have any issue to park my money here or average down if it continues dropping as I believe Allianz is a strong company with proven track record

Good choice, just hold tight for the dividend announcement coming in 2-3 months time.
From the good performance last year, I'm thinking should be in the range of 5-6 cents. Anything more is a bonus.

As for capital gain, it will come one fine day...

I also managed to get RM1.10...Admit this is not a very clean company but the valuation is too cheap, if the numbers are not cooked

Pinky oh Pinky... Value of a bond is inversely related to the interest rate.
When OPR is cut, fair value of existing MGSs will increase and not fall.
Finance 101

DRP for me...

Beautiful, two rounds of dividend. Bonus share 1:26 and dividend 5 cents coming up...

Myongcc5 On a quarterly basis, yes. Once u annualize it, it will show you super undervalue, imho...

X perlu risau...

Yes, agree with John. If u look at the volume sold by PNB and its units, it's not much compared to their total holdings. Also they are only selling around the 140 level. Probably they don't want it to go too high anyways, if they have plans for this company...

Support 1.20. Looks like I can transfer my MMC funds to here...

If it is, as compared to MMC, very badly kept secret. Insiders all sapu-ing now...

Maybe another privatisation offer? At a higher price?

Got in too quick the other day. Averaging down mode on

Congrats congrats. Hope we make money here...Still not going back to MNRB yet?

TheContrarian, welcome to KPS...

TokioDeals, I think slowly averaging down may be a better idea than going all in.
Anyway, this MNRB high resistance at RM1.45 is similar to few weeks back like MMC strong resistance at RM1.20. Such high wall that we small retailers can't do anything much save for wait

& once the offer is out, Kaboom...

Wait for it, whales still blocking... Just be patient and your reward will come

Thanks MK76 and sapurakencana.
I think this is a good company to hold for the long term. With or without vaccine distribution...

Hmm, this Pandanus and FIL seems to be accumulating Muhibbah lately. Mau privatise also ka?