Calvin, is MBL the biggest competitor for CBIP?
In my opinion, CBIP target big plantation estate, while MBL target small plantation estate.

人算不如天算，果然爆了。。
可是都接不到榴莲，没人跳楼丢货。。
再等多几天看看有没有猫山王可以捡。

Support venfx

Foresee more investor will change horse from AJ to SS.
Come, together we push SS across RM2.00

Tomorrow EG will up up again

IOI eyeing Dutaland Sabah Plantation again?

这一刻，我感觉就要。。。爆了！

Seriously, its Sabah plantation land, grand duta hotel and Kenny Height project at least worth RM1bil. Based on current market cap of RM457mil, Dutaland has potential to increase to RM1.00.

The best thing of Dutaland is, it has no debt. So what you see is what you get.

Repeat my previous comment:-

Digistar每一次下调或横摆时，都是入股的好时侯，因为这一只股票一定是向上爬的，

因为：-
1） 它的收入会越来越好（稳定的concession收入，越来越多的CMS保安收入和酒店收入）。
CMS的生意模式是越累积越多用户，每个月的收入就越来越增加。
马六甲的旅游业越来越茂盛，酒店的地点很方便，是游客的首先。
2） 它有利息开销会减少，因为他的债券每年都会赎回一部分，所以利息只会越来越少。
3） 它可能会派息，因为到2016年12月为止，它的现金有RM60mil，在加上这几个月的concession收入，和将会收到一笔RM66mil的政府付款，所以我预测它未来几季度到财务报表，最少会有RM130mil的现金。这些现金可能会拨个RM9mil来派出RM0.015的股息，以回馈股东在这几年的支持。Datuk Lee 这几年也自掏腰包和用margin买了不少自家的股票，相信他也很需要股息来偿还margin的利息吧。
4） 它去年买了两块地，位于melaka cheng，是属于很好的地点。买地是通过竞标得回来的，按照现在的市值，这两块地保守估计已经升值最少RM7mil了（因为他们标到的价钱很低）。Datuk表示他正在向马六甲政府推介这块地，看看能不能为政府起个什么大厦，然后再用concession的方式租给政府。
5） 很有可能短期内会公布一项大计划，之前公司说过正在竞标1亿2000万令吉谘询服务合约以及5亿令吉建筑合约。
6）现在目前已有Mercury证券推介这只股票，而Icapital也有留意它，如果再来个CIMB 或 RHB 大行推介它，那就爆发了。2011年是CIMB曾经推介它，那是股票上到RM0.60.
7） 公司现在的股份大约有600mil，只要公司愿意从手上的RM130mil 拨出RM9mil来派发1.5sen的股息，那公司的股价肯定站在30sen以上。

Can icon sifu explain whether El-Nino is good for plantation stock or not?

Logic Thinking:-

1) El-Nino affect the production, since production will be reduce, revenue will reduce.

2) Since production reduce, CPO price will increase, so it offset the production loss.


In Practical:-

1) Production reduce, CPO price also reduce, because when El-Nino is at South East Asia, his sister La-Nina is at South America, so SOYBEAN production increase, SOYBEAN oil price drop, and cause CPO price drop as well.

Pacific Element Sdn Bhd is a subsidiary of Pacific Airline Co?

Quenstion: If crude oil price keep increase, would it be a bad news for luxchem? Does crude oil price affect its raw material cost?

But how can the result no good? The concession business income is fixed, the hotel also stable (somemore this quarter got CNY, Melaka hotel all fully occupied), the CMS also getting more n more customer, the only weakness is it System Intergrated business (because there is no much project on hand for that segment).

It seems like all of us are not selling, then who is selling? Datuk???

ys13, I kidding only. I'm still holding it tight tight.

user, the dividend and the bonus issue, which one will come first?

Example:-

If I got 100,000 share, I will get RM500 (100,000 x 0.005) as dividend first, then get another 10,000 bonus share; or

I will get 10,000 bonus share first, then get RM550 dividend (110,000 x 0.005)

Habis ini kali lah

After bought EG, now need to start save money to subscribe RCPS... I think the entire exercise can be complete before July'17.

Hi all, I'm joining Nylex this boat... This is the only chemical counter I have in my portfolio...

I sold my HengYuan yesterday at $4.76... Bought at $3.99... Earn some starbucks money.

My technology portfolio consist of:-

1) COMCORP
2) EG
3) DIGISTAR

This few weeks Malaysia retail oil price drop from RM2.2X - RM2.0X...
This is a bad news for Oil refining company right?
Can I expect the Quarter result for Apr-Jun'17 will be bad because of this?

Tan Sri Quek has substantial shareholding in Ecoworld International and Guocoland.
Especially Ecoworld which have thousand acre land to be developed at Penang.
Can I expect that all their properties project will secure their steel from SSTEEL?

My steel portfolio consist of:-

1) SSTEEL
2) LEONFB
3) ANNJOO (sold)
4) PRESTAR (sold)
5) CSCSTEEL

Good counter to hold, the PFI concession will bring in steady cash flow.
No way to lose in this counter.

yup, target RM8.00.

You wait long long la...

Looking forward for net profit RM4,000,000++, and EPS approximately 0.66sen

Calvintan really very lousy, my portfolio simply tembak still better than him.

kien fu, why you said it not really a bad news?

For me, when a company in deep shit and still request for shareholder to pump in capital, that is a very bad news.

Right issue will only be a good news when the company is growing and need more capital for expansion. If the company is facing a down trend, and need more capital to cover it debts and losses, then that is very bad sign.

Still very expensive at this moment, wait n see first.
The sentiment very weak vulnerable at this moments.

我曾想过把自己当作一间公司，把自己的收入，开销，资产，负债都列入损益表和资产负债表。然后每三个月就检查自己的表现，看看自己是不是一件好公司，成长率是多少，负债率是多少，然后再看看自己是不是应该再借贷扩充收入（i.e. 买产业，买股票，投资生意等等）。

Go google search Tesla Gigafactory, this factory will produce 500,000 car per year, and the cost per car will be very very cheap.
Investor buy Tesla because they know this company have a vision, and they will make it.
Just like 15 years ago Air Asia, many debt, no one believe it can fly, and today u look at the sky, most of the plane are red&white colour.

leslieroycarter: Substantial shareholder is selling..... Better think twice on buying coz the downside cannot b discounted .
SU HOCK COMPANY SDN BHD 27-Apr-2017 Disposed 3,990,398 0.000


Mr Leslie, which of your eye saw the above information? I checked bursa announcement, their last disposal is on 2015.

Big project coming soon...

Like Johnnys said, Local Institution cannot but SSTEEL, because total last 4 quarter result are still making loss.
And the big environment and government policy has been change, and now the business environment is very favourable for steel industry, so we all can almost 100% sure that coming quarter result sure will be very satisfactory.
By that time, SSTEEL last 4 quarter result will become very nice, assume 4.6 + 8.6 + 7.5 + 10 = 30.7 sen.
As the MITI safeguard is 3 years, and Government has so many infrastructure project on hand, I believe all local institution will give it a PE of at least 10 times.

So based on PE 10, SSTEEL TP will be RM3.00.

So you can buy now at whatever price, RM1.60, RM1.70, RM1.80...etc, because 3 more months later, local institution will pump in million & million to acquire the share from you hand at RM2.20-RM2.50, because as long as there is 20% potention gain for them, it is consider a very good deal d.

Look at Annjoo, once it achieve last 4 quarter profit, many big player start to buy in, and all these are strong hand, and it push the share from 2.20 to RM2.90 .

蔡芑云强调，去年11月后，欧洲客户的订单已经恢复至正常水平了，有关盈利预期将在2017年1月后入账，并反映在2017年中。

“部份欧洲客户发现中国的产品质量并不如晋纬控股，因此也纷纷回流至公司。”

蔡芑云说，过去，中国钢铁品制造成本廉宜，主要是当地工厂并没有重视环境保护，因此制造成本可以拉低。现在中国当局重视环境保护，并制定了新条例以保护环境。在新条例下，制造业需增设环境保护设备。

生产成本至少2亿

“原本没有相关环境保护设备的钢铁业者，在新的条例需要增添废水厂等设施，对中国钢铁制造业而言，成本亦大幅增加。”

蔡芑云亦认为，中国业者需增加环境保护设备，因此中国未来2至3年内的制造成本，并不会比东南亚国家来得低“晋纬控股自设立产线以来，废水处理设备一直都有不断进行升级，因此环境保护成本对公司并没带来额外的成本。公司每个月的废水处理成本约60万令吉左右。”

询及生产门槛，蔡芑云说，生产技术并没有太高的门槛，不过，要达到如晋纬控股一站式的规模生产线，不包含土地与建筑成本在内，至少需要2亿令吉。

“生产扣件经过酸洗（pickling）、退火（annealing）、成形（forming）、穿线（threading）、热处理（heat treatment）等众多步骤，一些小规模的工厂，并没有条件购置不同类型的机器，因此无法提供一站式的生产。”

Today will challenge RM1.70..

happycool, agreed with you.
This volcano has been slept for more than 3 years.
Look at the chart, so beautiful so powerful.
Look at the volume for past 2 month, so powerful.

The disposal of SILK Highway has been officially completed. SILK has received the final payment of RM342 mil from PNB on 28 April 2017.

Mrpauper, don't worry, sure SSTEEL can achieve higher EPS next quarter. Because majority of Mar'17 order has been carry forward to Apr'17. However, this year Hari Raya fall on June, and Puasa Ramadan start from end of May. Hopefully the Puasa and Hari Raya don't affect the production too much.

chl1989, yup, investor need to paid attention to the dilution of the LB. For Lionind, I have less confidence on its management, worry they manipulate the account, or announce some corporate exercise which not fair to minority shareholder.

Stay cautious, the recently announced two good news are traps.
If you are lucky, then you may make some money from the buaya.
If you are unlucky, then most likely you will be trapped.

Hi author, can I ask you a question?

I believe you should see many example where the subsidiary worth more than the Holding company (i.e. INARI & INSAS, Berjaya Subsidiary & Berjaya Corp.....etc).

So why are you still betting on Censof?

why this Mr Chu hate Airasia so much?

Currently, Digistar has 6000 user for CMS subscription.

If we assume there is additional 500 user per month, then 1 years later there will be additional 6,000 user, and total user will become 12,000.

If we assume each user only incurred RM100 per month, 12,000 user mean RM1,200,000 per month, or RM14,400,000 per year.

If we assume the operation cost for this business is 40%, then there will be additional RM8,640,000 net profit per year.

Interesting counter...

Calvintan, Digistar used to be your darling.. When you wanna come back to visit her?

Good to see another strong hand here --> Up_down

my3333, please don't contra... If you buy, please aim for medium long term..