只能说是修改， 不能说修正. 毕竟，投资观点/方法並没有所谓对错, 何来修正.
所以我认为前辈是修改投资观点， 而不是修正。

关键在于投資者本身, 无论長期或短期.
根本问题是盲目投資(包括盲目長期投資), 急功近利, 一夜暴富的心态.
不能把没有素质的投資同等于長期投資, 存股或定期收取股息.

Today marks the 55th year Ajinomoto (Malaysia) Berhad in Malaysia.
Happy Birthday!

….regardless where the portal obtains its data.
So now the Public info became non-public info?

The public listed company supposedly submitted their financial results & all the announcements to Bursa as regulated, and now Bursa want to “privatise” the public info and make money from this.

The question now:
The public listed company’s data is belongs to the company itself or Bursa?

I have different opinion. Please advice.

Reject? Is this the right move?

Let’s assume all minority rejected the offer, what can we (27% minority) do to the OSKP share price?
United together to push up the share price and fighting to sell at the higher price among ourselves?
Who want to put a bid at RM5.00 or RM6.00?
We must know share price didn't move by itself. The question is, who want to jack up the OSKP share price for minority shareholders beside OLH?

I believed OLH will never do that for sure, he don’t need to do so. This is because 73% of OSKP profit will flow into OSKH A/C (his vehicle), no matter OSKP at RM1.95 or RM5.00.

As at now, OSKP still trading at RM1.95 level, this also means NO syndicates are in the action to against OLH, otherwise price surged. At least for now.

In this case, possibility of share price stay flat for many years with less trading activities even with greater profit in the next few year. But, OSKH price may already surged much higher because they still enjoy 73% of OSKP’s profit.

Beside received dividends if company still doing well, how long can we hold on to this flat price if no body put a higher bid. Definitely you won’t put at RM5.00 for me to sell right, so am I and vice versa.

Although we may think OSKH is slightly overvalued compared to OSKP in this deal. But, do we have a better choice?



How about “accept” the deal?

We will still hold OSKP. (OSKH already owned 70% OSKP)

We may think OSKP @ RM1.95 is in deep undervalue, but this also means OSKH is in deep undervalue after holding approximately 73% of OSKP shares at this moment.

If we believed OSKP going to perform very well in forthcoming years, I think to Hold OSKH is much better than hold tight in OSKP, because OSKH already owned 70% of the so called undervalued OSKP and for sure the profit will flow into OSKH a/c. With the higher EPS in OSKH, I guess OKSH share price will surge higher instead of OSKP.

Again, we must believe that the share price will never move by itself. Who is willing to put a higher bid at RM5.00 or RM6.00?

But if we get the deal done, we are riding together in OLH vehicle (OSKH).

AS at now, Instead of share exchange at @ RM1.95 (1 for 1), OSKP minority may consider to sell OSKP at RM1.94/95 and BUY OSKH at RM1.85/86 level and still get a discount of 8-9 cents as “premium”.

Please advise. Thanks.

By the way, where to get the Warrant listing date? Thx

what would be the EPS for OSKH after acquisition?

If OLH share swap his OSKP @ RM2.00 as well. I think he will not let OSKH trading @ RM2.00. Potential for OSKH to surge 40%-50% from RM2.0 after deal. (OSKP minority shareholder will get rewarded too from OSKH share price. Anyhow, same entry price with OLH mah)