PassionateInvestor

PassionateInvestor | Joined since 2021-10-20

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Stock

2 weeks ago | Report Abuse

Probably a move to pave way for Umobile to list in Bursa with richer valuation. In the end, they'll all need to work together to optimise costs which is a no brainer. Plus Umobile is a private company and the 2nd network is expected to be Huawei, so less scrutiny of the company's accounting statement from western countries.

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4 weeks ago | Report Abuse

EPF is continuously selling at the current price so that they can buy it cheaper during private placement? How ridiculous...

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4 weeks ago | Report Abuse

Good results. Hopefully, breakdown will show that PVBJ has started to really contribute to the REIT in significant ways.

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1 month ago | Report Abuse

Acquisition should be positive for PBB share holders right? At current value, LPI dividend yield is already 5+%. Now with the discount, the yield would be even higher at the range of 8%. Although the contribution might be limited due to the size difference.

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2024-07-24 10:07 | Report Abuse

"Gearing should increase to 41% following these acquisitions, but the REIT will plan to undergo a placement to repay its borrowings" - RHB-OSK
Not another one...

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2024-06-14 10:52 | Report Abuse

The topline has tanked for the past 4 quarters, does this mean that the synergistic savings has already been maxed out? If it is, I'm very concerned for CBD since its EPS after merger is below pre, post and during pandemic.

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2024-05-03 16:12 | Report Abuse

FF would park their money in our southern neighbour banks which has lower PE and higher dividends with a stable currency. Even retailers would do that since now buying overseas shares is very easy, unlike the olden times.

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2024-05-03 10:43 | Report Abuse

F&N have always been competing with Nestle and DL on reconstituted "fresh" milk under the Farmhouse brand. They are actually now moving one level up to have locally produced fresh milk which means they'll compete with Farm Fresh which has been grabbing alot of market share in this segment lately.

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2024-04-24 06:59 | Report Abuse

Not to be awkward @KingKKK, but a quick check in Google shows that pavreit dividend yield is at 6.98% today, highest among all the 5 stocks mentioned...

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2024-01-28 15:08 | Report Abuse

@stockspal good analysis but perhaps slightly pessimistic. PAVREIT added 0.72bil private placement in May 23 and within 2 quarters managed to deliver record DPS - that's earlier when PVBJ has a lower occupancy rate. Based on today's share price, it's EPS and DPS are superior to most other major REIT including the mentioned SUNREIT and IGBREIT.

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2024-01-09 09:52 | Report Abuse

Since the stock-split at end of FY20, the average EPS in FY21 was 7.28cents and DPS was 15.2cents. The average EPS FY23 (only 3Q) is 8.64cents and DPS is 18cents (estimated pending 4Q announcement). These have returned stockholders approximately 9.34%/year on EPS and 9.2%/year on DPS.

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2023-12-19 19:47 | Report Abuse

PVBJ will be fine. It's located in an affluent area with the nearest competitors being Midvalley and Pyramid - which are miles away. Also pay attention to the new developments coming up in its surrounding.

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2023-12-01 20:02 | Report Abuse

@blackdiamond got my quota while it was below RM4 just a couple of months ago. Let see how the next qtr plays out then I can make further decisions.

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2023-11-30 17:50 | Report Abuse

Really impressive volume today.

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2023-11-16 20:52 | Report Abuse

If I'm not mistaken, Damacai has online betting so it is not without precedence.

News & Blogs

2023-09-19 12:25 | Report Abuse

This is an opinion piece after all written by secretary of ex-PM with statistics not supported with any references so I would take it with a pinch of salt. The author tries to paint a single race as agreeable to corruption (isn't that racist by the way?). Corruption is an opportunistic scenario that can be mitigated with proper check & balance which we ought and can put in place with good government. What the author failed to remember is that back in GE14, PH and the political party he was in (read Bersatu) was working together and look how that went? The latter decided to backstab the government of the day. Conclusion: Corruption can be mitigated with proper check & balance but behaviour (backstabbing) is hard to change. Fool me once shame on you, fool me twice shame on me.

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2023-09-14 19:43 | Report Abuse

https://hype.my/2023/348848/video-visitors-at-genting-skyworlds-theme-park-stranded-mid-ride-due-to-technical-issues/
If GenM is really serious about improving their bottom-line then they seriously need to get the house in order.

Stock

2023-08-18 20:34 | Report Abuse

Dividend again! Christmas comes early.

News & Blogs

2023-08-13 17:42 | Report Abuse

The only reason BN did badly in these "opposition states" was because the then opposition did such a terrific job in slowly chip away the impenetrable fortress of BN. If that can be done then, PH-BN can definitely have a go at reversing it again. But first, the corruption must go.

News & Blogs

2023-08-09 22:54 | Report Abuse

Do not be disheartened. In fact on the contrary, all Malaysians who dislike racial politics should come out to vote in full force. Once the politicians know that they have adequate support to from government with the support of like-minded people who dislike racial politics, then we would start seeing a change in landscape for a brighter Malaysia.

News & Blogs

2023-08-04 21:45 | Report Abuse

The author needs to be able to differentiate between state and federal issues. Most if not all his grouses are related to federal matters. As for state, we'll need to look at the development and progress of the state and infrastructure. How is the corruption level and do we/our children need to move to other states to look for work and you'll have your answer to which party to vote for.

News & Blogs

2023-06-22 12:24 | Report Abuse

Unfortunately, there isn't a real alternative to the current government - Nurses dress too revealing? Cold play promotes hedonism? Gimme a break.
If anything, PH should have been given a bigger mandate so that they can just do their thing without needing to join forces with others and compromise their objective.

Stock

2023-06-15 18:39 | Report Abuse

https://theedgemalaysia.com/node/671265
"Home Minister Datuk Seri Saifuddin Nasution Ismail said political patronage is involved in the prevalent illegal online gambling scene in Malaysia, which is a major constraint faced by his ministry, the police and the government in solving the issue"

Very interesting. Sometimes, things are more than what it seems. At least there seems to be concerted effort now taken against the illegal online gambling.

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2023-05-30 21:14 | Report Abuse

Their DPS and EPS have been increasing so not an issue.

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2023-05-19 07:47 | Report Abuse

I have to admit I was expecting more. If this is the status quo dividend Magnum can afford, then I'm worried with the future risk.

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2023-05-16 19:50 | Report Abuse

What's this? Unexpected dividend announcement. Are they at the final stretch of the takeover of Pavillion BJ?

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2023-04-27 19:12 | Report Abuse

Doing better than pre-covid? Amazing.

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2023-04-18 19:36 | Report Abuse

Hmm..not great results from Axis this time. Suppose the private placement has impacted it.

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2023-04-18 07:04 | Report Abuse

How does it benefit Time and why the sudden jump in price?

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2023-03-29 07:29 | Report Abuse

So far so good

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2023-02-22 20:15 | Report Abuse

@smallsexypig Thanks for sharing. The conversation was very informative and engaging. It's good to know that the CEO is very much aware of his properties even up to minute details like tenants in his least performing property. Kudos too on improving ESG too by using renewable energy.

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2023-01-19 16:55 | Report Abuse

Finally catching up. The forward dividend could easily be 6-8%.

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2022-12-23 13:13 | Report Abuse

Sometimes I wonder what the management is doing. Last year's private placement was 1.78, now fast forward one year it's 1.75. If even the management thinks that the fair value ought to be lower this year than last year, what do they expect from investors....

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2022-12-10 09:44 | Report Abuse

Pleasantly surprised that dividend still managed to match last year's

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2022-12-01 20:04 | Report Abuse

@ Brutus, ah that make more sense. I wonder if PBB plans to dish out quarterly dividends instead of half yearly going forward.

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2022-11-30 17:47 | Report Abuse

Bonus dividend? Yummy.

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2022-10-27 10:36 | Report Abuse

Yeah, the last few quarters had been heartbreaking but the recent result seems to show that it is coming out of the slump. This quarter would be the last for Cukai makmur so after that, the DPS should return to close to pre-pandemic levels with possible bonus from merger and 5G.

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2022-08-29 18:26 | Report Abuse

Smashing results with dividend.

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2022-08-27 13:19 | Report Abuse

@newbie8080 thanks, always welcome a constructive discussion. How I read it is that the current ~14% quarter loss was due to higher input cost. The mitigation plan implemented, which have already started since July as mentioned by yourself, was to increase the price by 5-10% depending on region. Based on this increase, it would take 2 quarters just to get back to the profit last quarter, of course I'm simplifying the calculation since there'll be many factors to take into account. Yes agreed that normalising of cost would be the redemption.

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2022-08-25 12:51 | Report Abuse

Somewhat disappointing results. FFB needs to grow, and rapidly, to justify it's high PE but instead it fell. RHB-OSK report says that the recent price increase of between 5-10% would help but didn't their profit fell by 14% this quarter? So the price increase would still not be adequate and RHB-OSK recommends a BUY. This is all so confusing...

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2022-08-23 17:59 | Report Abuse

@kokchengkai I was thinking of the same thing too. With the rampant scams going on even with legit sites, I can't imagine the risk of giving personal details to illegal sites and operators. In the end, won't even have straws to clutch on.

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2022-06-26 14:47 | Report Abuse

@Nepo thanks for the link. Great to see that Axis is on top. Having said that, it would be good to see the comparison within the same period but I guess we'll never know - Axis IPO is 5, 6 and 7 years earlier than Sunway, Pavilion and IGB respectively which will give the former additional dividends.

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2022-06-10 18:10 | Report Abuse

It is been quite a while since it was MYR4 or less though but then again anything can happen in stock markets.

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2022-06-01 20:45 | Report Abuse

Bkawan has always had small volume perhaps because it's somewhat pricey and not part of KLCI index. However, it's gain is no fluke since it's been climbing ever since the first MCO in 2020. Currently, it's EPS is over 300+ cents making it one of the highest if not the highest earning counter in KLSE and with generous dividend as well at more than 4%. My only regret is not buying more when I had the chance. Anyways, this is a GenM forum not Bkawan so I'll digress.

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2022-05-26 18:24 | Report Abuse

Yes, I do sincerely hope there will be buyers tomorrow.

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2022-05-26 18:06 | Report Abuse

Well, this is really it. No more positive catalysts to go on further. The economy is fully open (& CNY) and yet making a loss. This will be the norm rather than an exception.

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2022-05-23 23:44 | Report Abuse

Very good results although % Dividend payout / Earnings is below what they usually give prior to covid. Based on their earnings, the dividends should be closer to 4cents or more....

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2022-05-05 18:28 | Report Abuse

Pathetic QR-ly results. Earnings are lower Q-o-Q and Y-o-Y by double figures. DPS is even worse. Need to go back to almost 10 years (2013) to find a lower dividend and that's not accounting for inflation. Unfortunately, there is no where end in sight. Currently, Digi is the worst performing stock in my portfolio this year.

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2022-04-29 19:00 | Report Abuse

@Hemsley, if Maxis and Digi's quarterly results are of any indication, the coming quarterly results for Axiata will most likely be a disappointment. Let's see if it can buck the trend.