Probably, Tan sri will privatize Malakoff...........

（吉隆坡13日讯）穆迪（Moody’s）今日将云顶（GENTING,3182,主
板消费产品服务组）的展望从“负面”上调到“稳定”
，评级则保持
“Baa2”
。
https://www.sinchew.com.my/?p=4470443

In Malaysia
Mazda is hot selling but due to long waiting period, a lot cancellation as well
Peugeot not selling as expected......................AGREED

Ordered CX30 last november, until now no news, no update, no car..............
I believe Bermaz last quarter result wont be good...........

Indonesia approves Malaysia’s Genting Oil & Gas’s revised development plan for Kasuri gas project
https://www.theedgemarkets.com/node/654481

中国重开之年 双林一曾盼“兔”气扬眉
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E3%80%90%E7%8B%AC%E5%AE%B6%E8%A7%86%E9%A2%91%E3%80%91%E4%B8%AD%E5%9B%BD%E9%87%8D%E5%BC%80%E4%B9%8B%E5%B9%B4-%E5%8F%8C%E6%9E%97%E4%B8%80%E6%9B%BE%E7%9B%BC%E2%80%9C%E5%85%94%E2%80%9D%E6%B0%94%E6%89%AC%E7%9C%89

云顶研发痴呆症药物 争取明年英美欧有条件批准
https://www.sinchew.com.my/?p=4426906

If not mistaken AMBank was involved in 1MDB and now SD..............

a petition filed by Standard Chartered Saadiq Bhd, HSBC Amanah Malaysia Bhd, AmBank Islamic Bhd, MIDF Amanah Investment Bank Bhd, United Overseas Bank (Malaysia) Bhd, and Bank Islam Malaysia Bhd, and granted an order to wind up the four companies, which are in debt to the tune of some RM5 billion.

传赛莫达或减持多元重工业股权 vs 传赛莫达有意全购 多元重工被私有化?

传赛莫达有意全购 多元重工被私有化?
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BC%A0%E8%B5%9B%E8%8E%AB%E8%BE%BE%E6%9C%89%E6%84%8F%E5%85%A8%E8%B4%AD-%E5%A4%9A%E5%85%83%E9%87%8D%E5%B7%A5%E8%A2%AB%E7%A7%81%E6%9C%89%E5%8C%96

传赛莫达或减持多元重工业股权

https://www.theedgemarkets.com/article/%E4%BC%A0%E8%B5%9B%E8%8E%AB%E8%BE%BE%E6%88%96%E5%87%8F%E6%8C%81%E5%A4%9A%E5%85%83%E9%87%8D%E5%B7%A5%E4%B8%9A%E8%82%A1%E6%9D%83

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BC%A0%E8%B5%9B%E8%8E%AB%E8%BE%BE%E6%9C%89%E6%84%8F%E5%85%A8%E8%B4%AD-%E5%A4%9A%E5%85%83%E9%87%8D%E5%B7%A5%E8%A2%AB%E7%A7%81%E6%9C%89%E5%8C%96 ---- May be the next counter to be privatized is Malakoff.

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%BA%91%E9%A1%B6%E5%A4%A7%E9%A9%AC%E5%90%A6%E6%9E%81%E6%B3%B0%E6%9D%A5-2023%E8%B4%A2%E5%B9%B4%E5%A5%BD%E4%BA%8B%E8%BF%9E%E8%BF%9E

https://www.theedgemarkets.com/article/malakoffs-3q-profit-jumps-53-higher-energy-payments-power-plants

Most probably going to de-list soon....Right?

https://www.theedgemarkets.com/article/sunway-malls-expects-strong-2q-sales-performance-117-prepandemic-levels

Sunway Malls expects strong 2Q sales performance at 117% of pre-pandemic levels

Good quarterly result......should get a very much higher dividend this year.....

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/taurx%E8%8B%A5%E6%88%90%E5%8A%9F%E7%A0%94%E5%88%B6%E8%80%81%E5%B9%B4%E7%97%B4%E5%91%86%E8%8D%AF-%E4%BA%91%E9%A1%B6%E6%8C%81%E8%82%A120%E6%96%99%E6%88%90%E5%A4%A7%E8%B5%A2%E5%AE%B6?fbclid=IwAR2VM2MAKyGQivRrbQ-P4-F0hAE47vR6E4XuydKuN6Pk8xvqTAnnwRJgNgQ

TauRx若成功研制老年痴呆药 云顶持股20%料成大赢家
2022年05月23日

https://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/%E5%A4%A7%E9%A9%AC%E4%BA%A7%E6%89%98%E4%BB%8D%E5%85%B7%E9%AD%85%E5%8A%9B%E5%A5%95%E5%B8%86%E4%B8%B0%E9%A1%BA?fbclid=IwAR3tkssamufhwXdHUwJ-sBXdE5Ja7K5XO1190mGWbNpW1qbn68Nhf_PK7nk
大马产托仍具魅力/奕帆丰顺

https://www.enanyang.my/%E5%90%8D%E5%AE%B6%E4%B8%93%E6%A0%8F/%E5%A4%A7%E9%A9%AC%E4%BA%A7%E6%89%98%E4%BB%8D%E5%85%B7%E9%AD%85%E5%8A%9B%E5%A5%95%E5%B8%86%E4%B8%B0%E9%A1%BA?fbclid=IwAR3tkssamufhwXdHUwJ-sBXdE5Ja7K5XO1190mGWbNpW1qbn68Nhf_PK7nk
大马产托仍具魅力/奕帆丰顺

Good results, but dividend???

https://www.sinchew.com.my/20220513/%E5%B0%81%E9%94%81%E6%94%BE%E5%AE%BD-%E4%BA%91%E9%A1%B6%E6%96%B0%E5%8A%A0%E5%9D%A1%E9%A6%96%E5%AD%A3%E5%A4%9A%E8%B5%9A17/

Frasers Centrepoint Asset Management Ltd holds 31.15% of the units in Hektar Real Estate Investment Trust (“H-REIT”)....Should buy more and take over the management............right now Hektar's price is so cheap.....only 42% of NTA ie more than 50% discount.

Tan sri privatise Tradewind, MMC.......next one could be Malakoff....

Deeply undervalued counter:
1. Avg price target: 98 cents
2. NTA: RM1.08
3. Dividend: higher than KWSP
4. Guaranteed Business - NO market Risk; Alam Flora business (monopoly & guaranteed income)

Tan sri may privatize Malakoff, like what he did for MMC...................

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E7%9B%88%E5%88%A9%E8%82%A1%E6%81%AF%E6%96%99%E5%A4%A7%E6%94%B9%E5%96%84-%E5%88%86%E6%9E%90%E5%91%98%E5%96%8A%E4%B9%B0%E5%8D%9A%E5%BD%A9%E8%82%A1?fbclid=IwAR27nQbU2pICTolN5JQg-1x7Ri35w82tq7xARAGBqpY7ZPFRljhY6-WCjfs

盈利股息料大改善 分析员喊买博彩股

https://www.facebook.com/SinChewDaily/videos/303942521918866

双威主题乐园门庭若市！

https://www.enanyang.my/%E8%A6%81%E9%97%BB/5%E5%A4%A9%E8%BF%9E%E5%81%87-%E4%BA%91%E9%A1%B6%E5%A1%9E%E8%BD%A6%E5%8F%88%E2%80%9C%E5%A1%9E%E4%BA%BA%E2%80%9D?fbclid=IwAR3RzlyhOY6zfPoUOSDpNT399u_4ZKOk_7pI2BRwPmpyfDF04v1w_NLraN8

5天连假 云顶塞车又“塞人”

Submitting false financial statements is a serious offense. investors must punish the management by selling off their shares on 9 May........

Is SD going to be the next Sapura Energy????

https://www.sinchew.com.my/20220429/%E4%B8%96%E9%9C%B8%E5%8A%A8%E5%8A%9B%E4%B8%8E%E5%AD%90%E5%85%AC%E5%8F%B8%E6%97%A0%E5%8A%9B%E8%BF%98%E5%80%BA-%E9%81%AD6%E9%93%B6%E8%A1%8C%E6%8F%90%E5%87%BA%E6%B8%85%E7%9B%98%E7%94%B3%E8%AF%B7/

https://www.enanyang.my/%E4%BC%98%E7%94%9F%E6%B4%BB/%E3%80%90%E5%8D%97%E8%A7%86%E7%95%8C%E3%80%91%E9%80%9B%E8%A1%97%E8%B4%AD%E7%89%A9%E7%9C%8B%E7%94%B5%E5%BD%B1-%E5%95%86%E5%9C%BA%E4%BA%BA%E6%BD%AE%E5%9B%9E%E6%9D%A5%E4%BA%86?fbclid=IwAR29Jc4CkAG3tQKKWsxUy2FcvVk6DkTpPPil30GL-JuIPWotsEQroKJINRA

https://www.enanyang.my/%E4%BC%98%E7%94%9F%E6%B4%BB/%E3%80%90%E5%8D%97%E8%A7%86%E7%95%8C%E3%80%91%E9%80%9B%E8%A1%97%E8%B4%AD%E7%89%A9%E7%9C%8B%E7%94%B5%E5%BD%B1-%E5%95%86%E5%9C%BA%E4%BA%BA%E6%BD%AE%E5%9B%9E%E6%9D%A5%E4%BA%86?fbclid=IwAR29Jc4CkAG3tQKKWsxUy2FcvVk6DkTpPPil30GL-JuIPWotsEQroKJINRA

Frasers Centrepoint Asset Management Ltd holds 31.15% of the units in Hektar Real Estate Investment Trust (“H-REIT”)....Should buy more and take over the management............right now Hektar's price is so cheap.....only 42% of NTA ie more than 50% discount.

https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E5%AF%BB%E8%82%A1%E4%B8%9C%E6%89%B9%E5%BB%B6%E9%95%BF%E6%8E%88%E6%9D%83-%E4%BA%91%E9%A1%B6%E7%99%BE%E4%BA%BF%E5%9B%9E%E8%B4%AD%E8%82%A1%E7%A5%A8?fbclid=IwAR2jFInxihdR4Q5btVMsgwxZZ4QDzo5tsAIsv38XfzA5P8yyVZLIxQjjO4U
寻股东批延长授权 云顶百亿回购股票

https://www.theedgemarkets.com/article/genting-bhd-proposes-rm1037b-share-buyback
Genting Bhd proposes RM10.37b share buy-back

https://www.sinchew.com.my/20220407/%E6%96%B0%E9%A9%AC%E9%95%BF%E9%80%94%E5%BF%AB%E8%BD%A6%E4%B8%8B%E5%91%A8%E8%B5%B7%E6%81%A2%E5%A4%8D%E8%BF%90%E8%A1%8C-%E5%90%89%E9%9A%86%E5%9D%A1%E4%BA%91%E9%A1%B6%E9%A9%AC%E5%85%AD%E7%94%B2%E8%B7%AF/
新马长途快车下周起恢复运行-吉隆坡云顶马六甲路

https://www.theedgemarkets.com/article/cover-story-serba-dinamiks-lawsuit-reveals-contention-kpmg-and-banks-potential-exposure

Bank Exposures to SD

Tan sri may privatize Malakoff, like what he did for MMC...................

Deeply undervalued counter:
1. Avg price target: 98 cents
2. NTA: RM1.08
3. Dividend: higher than KWSP
4. Guaranteed Business - NO market Risk; Alam Flora business (monopoly & guaranteed income)

https://www.theedgemarkets.com/article/sapura-energy-gets-deferment-service-rm103b-facilities

How many local banks are involved??

Beware of Banks NPL.............Genting Hong Kong 2.5B..... Sapura Energy (temporary deferment from lenders for outstanding interest and coupon payments for its RM10.3 billion)...... SD.......etc..

Frasers Centrepoint Asset Management Ltd should acquire Hektar..... especially right now Hektar's price is so cheap.....only 42% of NTA ie more than 50% discount.

Gamuda may push through this offer....

The final Equity Value after taking account Enterprise Value is 2,698m. NOSH =533M. Thus price per share should be 2698M/533M = RM5.06/share.....right?

As at 31 January 2021, Teck Guan total planted area owned by subsidiary companies stood at 758 hectares... (From annual report).... KYY should do some research before publishing his comment...as he has many followers.

current sales tax (SST) exemption for new vehicles is extended until June 30, 2022. Thereafter, TIV will be reduced...

according to the announcement, Equity value of RM5.08 per LITRAK Holdings’
share.....so, the offered price should be RM5.08, right?