could be a deal w taiwan investor, who know?

loh purchase off market, could be left pocket to right pocket

rhresearch(riche ho) just publish a good article on facebook,just i dont know how to share, pls go read

75% lower than actual NTA?
can all the land convert to developland overnight?
even start to developl tomorrow, u need at least 3 years to harvest the real profit

this remember me few years back then there is some one saud keck seng which also have a lot of land in johor and is worth rm20/per share

other land in Johor in d ksl list all have not develop yet? develop partially?

sifus out there, can somebody knowledgeable share that how much KSL have used up the bandar bestari land for development? how much left for development?

ya confirm it is 0.22 base on 10% holding in RHB
which is rm1.10 per share base on RHB last friday closing price
correct me if i m wrong

Posted by Happy8688 > Jan 23, 2017 08:44 PM | Report Abuse

Confirm 0.22 at this moment

i think ks will disappear aslike he did in tekseng

ya, becareful of PFI project, like Digistar PERSADA project, it maka lost on the first 3 years during the construction 2012-2015, this years start collecting 36m from jkr, but 19m go serve bond interest and say keep 18m as reserve for bond redemption 270m 15 years latter, good profit, judge yrself

osted by Albukhary > Dec 17, 2016 12:36 PM | Report Abuse

Beside that, the RM652 million is also a trap for those who not familiar with accounting standard.

This is a PFI project, that mean Melati have to incurred it own cost to build the building, then only lease back to government for the next 30 years. After 30 year, the building below to government.

That mean, during this 3 years of construction period, they wont be any net profit earned from this project. And the cash flow will be very weak, as it will only have money outflow, but no money inflo

sorry now not noe

actually TAGB noe is EXEMPTED from RFRIC 15 until year 2018, as seeked by the compapy, refer to QR

Posted by Lele > Jan 12, 2017 10:18 PM | Report Abuse

西方国家的入账模式与大马不同，

"我国的建筑工程是按工程进度进账，比如做了10%的工作就进10%的账，如此推类。

然而，外国的会计采用RFRIC 15记账方式，只要该工程一天还没有竣工兼拿到permit，营业额就不能入账 （booked in），没有营业额也就没有营利。

这种会计方式要就不入账，一入账就会有爆发性的营业额兼营利。

http://klse.i3investor.com/blogs/kakashit/109446.jsp

monthly income 3m from jkr sound good. annually 36m, but 19m need for serving bond interest and keep 18m yearly for redeem the bond 15 years latter(bond 270m/15=18m), end up36m-19m-18m=-1m, good or not good?

replenish order book also not much, just seen 99m in the news, correct me if i m wrong
no revenue, no profit, how much can share buy back, also each old rice

9m2016 operating profit before tax is 0.139m construction 0.093M property development 0.192m trading total 0.424M divede by 119.5m shares , get eps 0.354sen ( assume 4q profit offset the tax 25% effect -i simplyfy it) pe250 is it good value?

when melati 1.13 er ask is it undervalue? lol
er used to keep promute tekseng, after drop below 90sen then he disappear

trump is not infavor to Paris Accord

dont think malaysia cost advantage will cover the ASP price drop, otherwise First solar sure will take advantage on this , will push up production at Kulim instead of cut production also along with their plant at USA n elsewhere

whatever briton said, the MD information explained by itself, run at 80% capacity

next year also not run at full capacity, 560mw out of 740mw, 2 newly install production line idling

last two week somebody said got insider news that tekseng factory worker very busy/fully occupied, in fact 3q only 50 % filled and 4q only 70 % filled, u still believe the fella

last management not plantation focus, bought uk hotel, they r not expert, some vested party involve to get interest from huge cash pile from ipo, not good for investor

fgv palm tree mostly old, huge capex expected next few year

the uniwip deal 29.3m get annual PAT10m for 20years sound too good

when an industry in overcapacity, need 2 to 3 year to deleverage the capacity to normal, last boom 2012 suntech power (once owned by china richest man) become casualty, this round sunedison of USA become casualty, expect more to come

noticed that the capital commitment off interim report is about 92,000m (clause 20 of interim report) 9month profit is about 1570m, simplyfied it say 2000m profit annually, can we say it need 42years profit just to pay off the said capital committent (assume profit growth offset by debt interest increment) ? if it is, 42yeras will be scarely, can sifu out there share your knowlegde on this?

is 0.8 to .805 not .85

can first solar plant in Kulim malaysia export in product to USA?

trump win bad for solar, see the overnight US counter all drop substatially

ts have any advantage compare to first solar? can any ts bull share to us

malaysia have advantage on the europe antidamping on china, why first solar still close some capacity in kulim,
shd take d advantage

why buy off market? shd buy in d market push up price

Sun Edison bankrupt just recently not five year ago. One of the reason sun Edison fail is because German reduce d solar subsidies

Wat is d tekseng efficiency compare compare to sun Edison ? Have figure

SUNEDISION, FIRST SOLAR, TRISONAL all r US company

sorry, it is SEEKING ALPHA

this is just like d US shale gas industry, development or breakthrough technology bring down the production cost, however when everybody rush to expend capex, then it cause overcapacity, at the end all player lost pant down,

five year ago, solar power already sun rise industry, yet so many big guy fail

these info can easily get from SEEKING ALFA app, us version of i3

another big guy in YINGLI of china

study TRISOLAR as well

better study recent FIRST SOLAR performance before invest in solar tech company

recently world largest solar company SUNEDISON seek for bankruptcy protection in US

suntech power once bullest solar energy in china, the founder and owner used to be china richest man , the company collapse 2 years ago even with backup from china suzhou local goverment

Bloomberg - Solar Industry Braces With Looming Glut Eroding Panel Prices http://bloom.bg/2bAd26l

No share buyback seen so far

newbie4444, very good question

Hi, why EPF dispose affin constantly?

Tekseng solar biz same as solar giant FIRST SOLAR ( FSLR) , Yingli of China