Erm I am actually still pretty happy w MSM. The last round the rapid crash heading towards 1.00 with no support was scary. Then bottom apparently found. Now hit together with everything else is normal. Ringgit hit so badly. There's no where to hide, other than cash and large caps. I would take this opportunity to buy those being hit and when I run out of bullets, holiday. Merry Xmas gais

Tis the time to buy, or add to your position if you already have it. A catalyst and a giant in the making. Good odds here

You're right, another round coming

Going to be a long wait. Short-term catalyst, a bit far-fetched but possible...is a surprise hefty dividend since the Lees hold so much they may want to bring forward a dividend payout...

If the management is really bad...then we can speculate that Tropicana old fox coerced IOIPG to takeover the less desirable assets hehe. That's not my view. W KL is ok. TGM is not ok, but good value, sort of. Langkawi is land, it's ok. One cannot deny there's an element of coersion and convenience here la.

Debt will be carried for Duke 3 which really is a pretty good highway...If they can do 5B for this, Duke 3 100% owned min. valuation 3.5B, probably 7B if they hold till listing

If 5B sale materialises, that's one key hurdle removed for Ekovest to move forward. I would also buy big on Knusford becauuse upside is huge once LKH has the funds to complete the exercise. 5G also give to UMobile not Maxis. U think TMJ in Knusford it can go bad? Dont play play

Refresher
Duke 1 & 2 - 60% owned, new fake news report selling for 5B
Duke 3 - 100% owned and in operation
Duke 2A (Istana Link) - Govt hasnt awarded this ~3.8B contract

dont like that...people who stuck at 50-60 or even higher than 60 howwww?



theyoungman

0.405 woww

2 minutes ago

HOWEVER, this one is quite real in that Feb'26 is an extended deadline already...and they DO have the highway ripe for sale or listing. Bloomberg is shark pushed news, but it's also a reminder they do have a prized asset to sell ya

btw when the source is bloomberg, i kena many many times already...fresh after MMC privatisation, bloomberg reported KPJ privatisation. Totally fake news. Hentam saja and died. Of coz later on recovered by itself la

You guys are amazing. So quiet at 34.5. Now only I know Ekovest got so many bilis like us 🤣🤣🤣

Pre-goreng flush down - tick
Chart leng leng - tick
Volume ada - tick
News ada - tick
High NTA - tick

Shark start goreng. Bilis will die if we don't jump. Bilis will miss out if we don't buy. How?

This is funnnnnnnnnn

The risk is Lim KH is prone to cancel and source is unverified

If you think there's no money to be made should the 5B sale materialise when it's trading below 40c...u really dont know how to play share lol

Can I claim some credit for perfect timing guys? 😆😆😆

Ekovest’s Lim weighing sale of toll-road assets for RM5b — Bloomberg
https://theedgemalaysia.com/node/733071

Intraday turnaround especially at this stage in the charts and relative to peers, baby bull forming. Punters can try

If I read it correct, the Lee's have a different shareholding structure. Genting and YTL use their holding co to hold the subsidiaries. IOI Corp doesnt own IOIPG, the Lees hold them separately.

So actually, if LYS bengang, please go ahead privatise it at RM5

Perhaps this explains LYS's attitude - forced to withdraw proposal due to EPF's objection even before meeting convened

Hahahaha. LYF's face hard to tell. Is he very calm or uninterested, is he slow thinking and not smart, or very smart and thoughtful. Do he feel some questions are beneath him or is he thinking deeply about it before he answers. I never know 🤣

Agree, Sunway has by far the best management. It has been undervalued for so many years. Even after announcing GIC's investment and a firm listing plan for healthcare, the share price didn't run. So when it did I totally absolutely missed one of the best companies ever 😂 Now hoping I don't miss IOIPG

Ok clearly unprepared, or not keen on reviving TGM. I think even internally the staff couldn't find the same passion for the likes of TGM vs their crown jewels.

Pavillion I am familiar with the people. Big boss Desmond is actually very hands on on Damen Mall. Surprisingly he does spend time and money on it. The result we can see, nothing can be done to save it lol

Sunway also bundles their 2nd 3rd tier malls together with their crown jewel for scale.

IOIPG-REIT is taking this path. I think Chris Chong is possibly feeling the same way on TGM - which isn't good la.

Thanks so much Kikilala. Please elaborate further on Chris. Are you referring to IOI Rio's Mall? Chris was responsible for MV Gardens leasing. Then moved over to IOI City Mall with his team - its success solidified his status in IOI Prop Group

It's always frustrating when your stock sleeps when the entire market is running away

My accidental outperformer. Well done UWC

Yours matched? My 0.335 overnight queue not matched for the whole day...




Albukhary

Queuing at 33.5sen, very limited bullet left.

6 hours ago

some take money from the market...XOX gang, Tanco. some take money from the company and shareholders - Borneo Oil lol

That's the level at which I cut loss...



loss9696

sien lo, bought this share 1.79 long time ago, now see the share price, memang sakit hati. kawan2 yg mulia, apa macam? ada ubat ajaib utk saham ni?

2 weeks ago

We live in a world where speedmart and diy is worth 20B each, while genting is worth 15b. wow.

Wah GENT! Kelian

The director fees is actually pretty low la

IOIPG holding at this price despite CW and the market is actually very encouraging. Hopefully post CW expiry i.e. this Friday, no further big dump. Otherwise the wait will be much longer

I agree, sabasco is great...but wayyy too expensive for my poor man's taste

lol @ contrarian why are you here at this chit counter

Insas warrantssssssssss

Hard to understand right? 1.40+ all of us are sellers, yet buying volume was there. Now who is selling it down? Always hard to understand

Interesting development. IOI Rio Mall 1M sf is only 15 mins away from IOI Puchong hmm. Both are REITable.

If you want to goreng, you gotto try getting some now. This one when it gorengs no chance to buy. Also when it ends the goreng no chance to sell. Beware lol

Damn a poet in Insas forum, pretty good actually

That's what's happening to the business. This stock moves in an entirely different way. Because it is so tightly held and so illiquid, the share price action is clearly driven by sharks more than fundamentals. Definitely right to say it's a gambling stock - thats why I am here 😂

Fair enough to say management is poor vs Robert's era. But it is for the poor management that here we are given a chance to buy it so low.

Their greatest obstacle is the legacy Johor plant. Felda should not have done it back then but it is already built and sunk in. Current CEO's focus on changing that is the right direction. Can't be faulted too much if he fails to turn it around 😅

Their 2nd obstacle is the way they hedge. Robert is famous for making more in directional bets on sugar futures than the factories could produce. MSM today hedges out of necessity so there'll always be a time lag effect. They are trying to take fewer directional bets, with an aim for stability and ultimately paying back some dividends to Felda.

Hmm. Could have sold a few hundred lots at 2.30+ knowing the CW expiry will push the stock down. Alas I didn't move. This isn't right for a trader...getting a bit too attached and too emotional becauuse it is so good 😯

Continue shining in a sea of red

@ken since you have sold, maybe your prayers should be for a new low to provide trading opportunities

认同Albukhary帅哥

this pariah stock, every pump is a chance to run. BUT they do pump it don't they? 😆

Buying final tranche 0.305. Cut loss or average down? Average down lol

Given that IOI is heavily vested in SG props meant to be held for long and REITed, it is holding up fairly well now that the rate outlook has moved dramatically betting on Trump's victory. Yet, why does the market think Trump himself is so inflationary and whacking commercial properties...he's a property man!

But then I will buy back if it suddenly surges up, end up being so hai 🤣🤣🤣